RapidIdentity Product Guide: New UI

Folders Module Workflow

After Folders has been licensed and the correct roles have been obtained, perform the following steps to configure Folders:

  1. Check the Folders Settings to perform a Schema Update if needed.

  2. Create a Template that can be used in a user or group policy.

    1. Within the template, create the directory structure for the folder.

      Note

      Multiple subdirectories or root directories can be created to define the hierarchy.

    2. Define the template for each folder, including name (this can be set as static or as a member of a group using {member}), description, quota, and owner.

    3. Control the folder permissions for each folder using the Access Control List (ACL). One or more entries can be used to set permissions levels using an Access Control Entry (ACE). To do this, define the following for each ACE:

      1. Trustee (can be a user, role, or type)

      2. Allow/Deny

      3. Which Folders the ACE is to be applied to

      4. Permissions (Read/Write, Full Control, etc.)

  3. Set up User and Group Policies that make use of the template(s) that were defined in Step 1. There are three tabs that need attention for Policies.

    1. On the General tab, select who the policy will be applied to by filling out the User Base DN Filter or User LDAP Filter. Specific users can also be excluded on this tab.

    2. On the Home Folder tab, select the template created in Step 1 to be used for this policy. Provide a UNC path to the drive share (e.g., \\IP or Hostname\shared folder).

      Note

      If Create Private Share is enabled, use the Access Control List (ACL) to set available permissions.

    3. The Actions tab allows the administrator to choose additional actions to perform when the policy is evaluated against the selected user or group.

  4. Navigate to User Folders and Group Folders to view items currently in progress, as well as to add users and groups to the backlog for evaluation against current policies and templates.

    1. Use the Browse menu to search for users or groups. The Details pane information should match information found in the User Policies and Group Policies modules, and from here you can Add Selected to Backlog.

    2. The Create/Update Backlog menu displays in-progress items where folders are being created or updated based on current policies and templates.

    3. The Move Backlog menu displays in-progress folder moves based on current policies and templates. If the move is scheduled for a later date, the date will display in the Details pane.

    4. The Delete Backlog menu displays in-progress folder deletions based on current policies and templates. If the deletion is scheduled for a later date, the date will display in the Details pane.

    5. If there are any issues with any Backlog items, they will show up in the Problems menu. Check the Details for each line item to retrieve data for troubleshooting.