• for setting up the catalogs to meet the needs of your workgroup. To find out how, see “Managing Catalogs” .
• for creating Cumulus Client users and giving them the permissions for accessing catalogs and functions as it best suits your workflow. To find out how, see “User Properties” .
• for providing View Sets, Asset Handling Sets, Actions, and Metadata Templates to the Cumulus Client users that meet the specific needs of your workgroup. To find out how to define these sets, see “Customizing Cumulus” . The Cumulus Administrator can also give other Client users the permissions to define these items. You can have users with very individual permissions. For example, you can have users who have the permissions to define shared Asset Handling Sets or the permissions to define shared View Sets and others who are allowed to do both. This enables big organizations to delegate these tasks to different users, e.g. from different departments. However, as the Cumulus Administrator knows best about the fields included in the catalogs, it’s also the Cumulus Administrator who knows best how to set up View Sets that meet the specific needs of the workgroup and fit the catalogs used by the workgroup. Again it’s the Cumulus Administrator who knows best about the Asset Handling modules that are used by the workgroup and that’s why the Cumulus Administrator is the one who knows best how to set up Asset Handling Sets that are ideal for the workflow. The same goes for Actions and Metadata Templates. However, it is up to you either to take over these tasks yourself or to train other users so that they can take on these tasks.
However, the Cumulus Administrator has all permissions by default and is the only one who can define the User Settings before other Cumulus Client users start working with a new Cumulus installation. This is possible because all settings are centrally stored at the Cumulus Server. The Cumulus Server installation folder includes a conf folder that houses folders where the settings are stored. The Users folder holds the individual folders of Cumulus Clients (named as their login names) where their individual settings are stored. The Server folder holds the shared settings that can be used by all Cumulus Clients.
When a Client user logs in to a new Cumulus installation for the first time, all settings are taken from the DefaultUser folder. However, only then, as with logging in for the first time, an individual folder is created in the Users folder for each Client user to store her/his individual settings. When logging in next time, the settings from this individual folder will be taken.
Customizing Default User Settings
In case the Cumulus Administrator wants the Client users to have initial User Settings that differ from those Canto provides, there is an easy way to prepare this before a Client user logs in for the first time.
In order to do this, log in as Cumulus Administrator and define the User Settings as you want them to be for Cumulus Client users to start with. Then save them and close the Preferences windows (or even quit the Cumulus application). The User Settings are stored in the Cumulus Administrator’s folder (default: cumulus) inside the Cumulus Server installation folder, e.g ..\Canto\Cumulus Enterprise Server\ conf\Options\Users\%7b98ca1422-0171-4d1d-8b84-8cdda4ab70ae%7d\cumulus or /usr/local/Cumulus_Enterprise_Server/conf/Options/Users/%7b98ca1422-0171-4d1d-8b84-8cdda4ab70ae%7d/cumulus
Then copy the ModulePreferences.xml & ModulePreferences.pack files from the this folder to the folder of the default user (named defaultuser), e.g. ..\Canto\Cumulus Enterprise Server \conf\Options\Users\ %7b98ca1422-0171-4d1d-8b84-8cdda4ab70ae%7d\defaultuser or /usr/local/Cumulus_Enterprise_Server/conf/Options/Users/%7b98ca1422-0171-4d1d-8b84-8cdda4ab70ae%7d/defaultuser
NOTE: Do not copy any possibly existing collections.xml file! Collections can not be duplicated this way.
TIP: Copying the User Settings of a Selected User for Other Users
The User Manager module offers a function that lets you copy user settings from one user to another. In that case the User Settings for the Cumulus application as set in the Preferences window are copied. For details see “Copying User Settings” .
Default User Settings with Roles
If you employ the role-based mode of the User Manager, Cumulus offers the possibility to provide different initial settings for the different roles. Each role created with the User Manager has its own folder located in the Users folder, and if a user assigned to certain roles logs in for the first time, she/he will get her/his individual user folder which contains the settings provided by the role’s folder. If the role’s folder does not contain certain settings they are taken from the DefaultUser folder. If a user is assigned to more than one role, the settings from the assigned roles will be added and merged before copied to the individual user folder.
To make use of this feature you must copy the desired settings ( e.g. ModulePreferences.xml & ModulePreferences.pack) to the roles’ folders.