Security

Security

Use this section to configure functional access, associate groups (LDAP and ad hoc) to each application role, manage users, groups, calendars, etc… Authorized users can view the LDAP group structure and create and manage ad hoc groups.

Update LDAP Configuration

Use the LDAP Configuration section to edit and create LDAP Directories.

1. In the Security section, select LDAP Configuration. The current directories will be displayed in the Browse Frame of the Admin module.

update LDAP configuration

Add a New Directory

1. Add a new directory by selecting the Add New Directory -button button.

2. A pop up will be displayed where you can fill in all the required field.

Add new directory

Note: Required fields are outlined in red.

3. Select the “OK” button to finish adding a new directory.

Start and LDAP Partial Sync

1. Start a LDAP Partial Sync, by selecting the Sync icon button.

2. A pop up will be displayed where you can select Differential Sync and a Full Sync.

run synchronization

3. Select the “OK” button to finish adding a new directory.

Viewing LDAP Group Configuration

1. View a LDAP Group Configuration by selecting thegorup configuration iconbutton to the right of the directory name.

2. A pop up will be displayed where you can view the configuration.

Ldap group attributes template

3. Select the “OK” to finish viewing.

Viewing LDAP User Configuration

1. View a LDAP User Configuration by selecting theuser configuration iconbutton next to the right of the directory name.

2. A pop up will be displayed where you can view the configuration.

Ldap group attributes template

3. Select the “OK” to finish viewing.

Edit the Directory

1. To edit the Directory, select theeditbutton to the right of the directory name.

2. A pop up will be displayed where you can edit the record.

edit record

3. You will be prompted to enter your password and then select the “OK” button to save your edits.

Delete the Directory

1. To delete a Directory, select the delete button to the right of the directory name.

2. A pop up will be displayed where you can confirm the deletion of the record.

are you sure

Update Organizational Hierarchy

Use the Organizational Hierarchy section to edit and create ad hoc groups.

1. In the Security section, select Organization hierarchy. The current organizational hierarchy will be displayed in the Browse Frame of the Admin module.

update organization hierarchy

Note: The page is paginated and will show 10 items by default. Using the drop down, you can display 5, 10, 20, or 50 pages.

Expand Organizations

1. To Expand on an Organization, select the expand/collapse arrow to the right of the Organization’s name.

organization hierarchy

2. Once you have expanded the view, you can edit or delete people related to the organization using the edit-delete icon buttons under the Actions section.

Search for a Group

1. To search for an existing group, type at least 2 characters in the search box and select the search button.

Search for a Group

Add Ad-Hoc Group

1. Add a new Ad-Hoc Group by selecting the Add Ad-Hoc Group button.

2. A pop up will be displayed where you can fill in all the required field.

Add Ad-Hoc group

Note: Required fields are outlined in red.

3. Select the “Add Group” button to finish adding the new group.

Add LDAP Group

1. Add a new LDAP Group by selecting the Add LDAP Groupbutton.

2. A pop up will be displayed where you can fill in all the required field.

Add LDAP group

Note: Required fields are outlined in red.

3. Select the “Add Group” button to finish adding the new group.

Add Existing Members

1. To add existing members, select the Add Existing Members -icon button in the Actions column.

2. A pop up will be displayed where you can search for and select members to add.

add members

3. Select Add to add the existing member to the organization.

Add New Members

1. To add a new member, select the Add New Members button in the Actions column.

2. A pop up will be displayed where you can add new member to the organization.

Add ldap member

Note: Required fields are outlined in red.

3. Fill in all the required information and select Add Ldap Member to add new members to the organization.

Add LDAP Sub Group

1. To add and LDAP Group, select the Group -icon button in the Actions column.

2. A pop up will be displayed where you can add a new LDAP Group to the organization.

Add LDAP group

Note: Required fields are outlined in red.

3. Fill in all the required information and select Add Group to add the group to the organization.

Delete a Group

1. To delete a LDAP Group, select the Delete - icon button in the Actions column.

2. A pop up will be displayed where you can verify that you would like to delete the group.

delete group

3. Select Delete to delete the group from the organization.

Update Functional Access Control

Use the Functional Access Control to update functional access assignments.

Description of each Privilege – Admin Privileges Description – Business

1. In the Security section, select Functional Access Control. The existing applications roles will be displayed in the Browse Frame of the Admin module along with the role’s authorizations.

function access control

2. Select a role from the Choose Application Role list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Search on the Functional Access Control Page

1. To search any list within Functional Control Access, use the search boxes at the bottom of any of the lists.

functional access control

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Create Role/Select Privileges

Use the Create Role/ Select Privileges to create new application roles and select privileges.

1. In the Security section, select Create Roles/Select Privileges. The existing applications roles will be displayed in the Browse Frame of the Admin module along with the role’s authorizations.

Create Role/Select Privileges

2. Select a role from the Choose Application Role list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Edit a Role

1. To edit an existing role, have the role you would like to edit selected in the Choose Application Role list. Then select the Edit Role -icon button.

2. A pop up will be displayed where you can edit that Role’s name.

create role

3. Change the Role’s name to what you would like and select the apply changes icon button.

Create a Role

1. To create a new role, select the Create Role -button button. A pop up will be displayed where you can create a new role.

create role

Note: Required fields are outlined in red.

2. Enter the name of the role you would like and select the Create Role -2 button.

Search on the Create Role/Select Privileges Page

1. To search any list within Create Role/Select Privileges Page, use the search boxes at the bottom of any of the lists.

Create Role/Select Privileges

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update LDAP User Management

Use the Update LDAP User Management to update LDAP user’s privileges.

1. In the Security section, select LDAP User Management. The existing applications roles will be displayed in the Browse Frame of the Admin module along with the role’s authorizations.

Admin

2. Select a user from the Choose User list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select a group from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The group will move to the opposite list and the webpage will refresh.

Clone a User

1. To clone an existing user, select the clone user button. A pop up will be displayed where you can enter the user that you would like to clone.

 

Add ldap member

Note: Required fields are outlined in red.

2. Enter all the information in relation to the user you would like to clone and select the Add Ldap User button.

Delete a User

1. To delete a user, have the user you would like to delete selected in the Choose User list. Then select the Delete User button.

2. A pop up will be displayed where you will be asked to confirm the deletion of the selected user.

delete user

Note: Required fields are outlined in red.

3. Select Okay to confirm the request or Cancel to exit the request.

Search on the LDAP User Management Page

1. To search any list within LDAP User Management, use the search boxes at the bottom of any of the lists.

Ldap user management

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update Group Management

Use the Group Management section to manage the privileges users have access to groups.

1. In the Security section, select Group Management. The existing applications roles will be displayed in the Browse Frame of the Admin module along with lists of the role’s authorizations.

Update Group Management

2. Select a group from the list. Once selected, the current authorizations will show in the Non-Member/Member lists.

3. To change authorization, select a member name from either of the lists and click the >> right arrow button or the << left arrow button. The member will move to the opposite list and the webpage will refresh.

Search on the Group Management Page

1. To search any list within Group Management, use the search boxes at the bottom of any of the lists.

Group Management Page

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update Modules

Use the Modules section to manage the modules every role has access to.

1. In the Security section, select Modules. The existing applications groups will be displayed in the Browse Frame of the Admin module along with lists of the role’s authorizations.

Update Modules

2. Select a role from the Choose Module list. Once selected, the current authorizations will show in the authorization lists.

3. To change authorization, select an authorization from either of the Authorized/Non-Authorized lists and click the >> right arrow button or the << left arrow button. The authorization will move to the opposite list and the webpage will refresh.

Search on the Modules Page

1. To search any list within Modules, use the search boxes at the bottom of any of the lists.

Update Modules

Note: To be able to search on the lists, you will need to type in at least 2 characters in the search box before hitting the blue search button.

Update Calendar Configuration

Use the Calendar Configuration section to manage the case and complaint calendars related to your retention schedules within your application.

1. To start, enter the System Email Address if it does not appear by default.

2. Next, select the System Password by clicking the change user password button where you will be prompted to type in your password.

Update Calendar Configuration

3. Once the password is typed in, validate it by selecting the validate - button button.

calendar configuration

4. After validating, use the Purge drop-down list to select the type of Calendar Configuration you would like to apply to the Cases or Complaints.

Purge

5. To finish, select the save- black button in the top right corner of the Browse Frame.

Calendar Credentials Configuration

Use the Calendar Credentials Configuration section to view System Email Addresses and System Passwords.

Calendar Credentials Configuration

Update Document Delivery Policy

Use the Document Delivery Policy section to manage the policies set forth for your document delivery.

  • Setting the username and password will allow for outgoing and incoming emails to be tracked and associated with the correct Complaints, Cases, Requests, etc.

Update Document Delivery Policy

Change the Delivery Methods

1. Use the checkboxes in this section to choose the types of delivery types you would like to permit.

Delivery Methods

Other Document Delivery Options

1. Use the bottom portion of the Document Deliver Policy section to choose the:

  • Server Type
    • SMTP

    • Microsoft Exchange
    • Microsoft Azure Active Directory(OAuth2.0)
      • Note: If you are configuring this option, please see the below sections ‘Email Configuration’ and ‘Azure AD OAuth Configuration’ for additional configuration details.

  • Server Address
  • Port
  • Encryption Type

2. After making your selections, enter your username, password, and the address for the email that all email communication will be sent from.

3. Select the validate - button button to validate the information that you entered.

4. Once validated, select the save- black button to confirm your changes.

Update Email Configuration

Use the Email Configuration section to manage the policies set forth for automatically creating Complaints, Cases, or Requests from an incoming email.

  • Setting the email receiver and password will allow creation off Complaints, Cases, Requests, etc. from incoming emails.
  1. Login to your instance of ArkCase, with an Admin user
  2. Browse to the Admin Module
  3. Select ‘Email Configuration’ under the ‘Security’ section
  4. Now check the checkbox for ‘Enable creating Case Files from incoming mail’ and enter the email address and password and then ‘Save’

  • Note: For Microsoft Azure Active Directory(OAuth2.0) configuration, the ‘Enable Modern Authentication must be checked.

Update Email Templates

Use the Email Template section to manage different email templates that you have saved in your system.

1. In the Security section, select Email Templates. The existing email templates will be displayed in the Browse Frame of the Admin module.

Email Templates

2. From the Email Template section, you can add, edit and delete templates

Add an Email Template

1. To add an email template, select the icon button.

2. This will open a pop up where a template can be created from.

Email Template

Note: Required fields are outlined in red.

3. After filling in all the desired fields, save the template by selecting the

Edit an Email Template

1. To edit an email template, select the edit button to the right of the template.

2. This will open a pop up where a template can be edited.

 Email Template

Note: Required fields are outlined in red.

3. After filling in all the desired fields, save the template by selecting the save-blue button.

Delete an Email Template

1. To delete an email template, select the delete button to the right of the template and the template will be removed from the system.

Update Microsoft Exchange Configuration

Use the Microsoft Exchange Configuration section to manage the all settings related to Microsoft Exchange.

1. In the Security section, select Microsoft Exchange Configuration. The existing configurations will be displayed in the Browse Frame of the Admin module.

Update Microsoft Exchange Configuration

2. Modify the current Microsoft Exchange configurations by modifying the server version, server, access, default access, autodiscovery and how it is integrated.

3. To finish, select the save- black button in the top right corner of the Browse Frame.

Update Document Upload Policy

Use the document upload policy section to manage the all settings related to converting specific file formats to PDF on upload.

1. In the Security section, select Document Upload Policy page. The existing configurations will be displayed in the Browse Frame of the Admin module.

2. By default, all options will be unchecked.

Update Document Upload Policy

3. If you would like to convert HTML, MSG, or EML format types to PDF on upload, check the boxes.

Update Document Upload Policy

4. Once boxes are checked, click the save- black button.

Update Convert Incoming/Outgoing Emails to PDF

Use the convert incoming/outgoing emails to PDF section to manage the all settings related to converting email files to PDF format when emails are sent out (outgoing) and in (incoming) to ArkCase leveraging the system email.

Update Azure AD OAuth Configuration

Use the Azure AD OAuth Configuration section to manage the all settings related to setting up the TenantID, ClientID, and ClientSecret for email authentication.