Administrators and the system administrator define user accounts and the roles of users. Once an Microsoft Active Directory® (AD) connection is set up (see Setting Up LDAP/AD Connections), users can be added and access to Streaming Content Manager can be managed using standard network directory services (AD ), or users and passwords can be locally defined within SCM.
Generally, if a company or organization has an existing AD system in place, it is preferable to add users from AD. With an LDAP/AD system, usernames, e-mail addresses, and
permissions already reside in a database and can be quickly added to SCM and because it allows consistent login and user management consistency across many applications.
l When a user is added to SCM, their account origin (local or LDAP/AD) is saved in their
record.
l If a user account has been added to SCM already, that user cannot be added again even if
the origin (LDAP/AD or local entry) is different. For example, if a user was added locally, the same user (or any user with the same e-mail address) cannot be added from an LDAP/AD system. The existing account is retained. To change the account from local to AD or vice versa, the existing account must be deleted* and then the replacement account must be added.
NOTE: *If the user has recordings stored in SCM that must be saved, an administrator
or system administrator must first temporarily reassign any recordings from that user to another account or ask the user to download the recording packages before their original account is deleted. Recordings associated with an account are deleted when the account is deleted.
l An e-mail address is required for all accounts in the system except the system
administrator (which can add an e-mail address, if desired) and the guest account (which can never have an e-mail address).
The following procedures describe how to add users to the SCM system.
Adding a User Locally (Creating a Local SCM User Account)
Users can be added to SCM as local accounts that are created and validated entirely within SCM only.
To add a local user account:
1. Once logged in to SCM as an administrator or system administrator, click on the Accounts tab at the top of the window. The Accounts page opens.
2. Click on the Create Account button in the upper portion of the screen. The account creation panel opens. If an LDAP/AD connection is active, it opens with the Add from LDAP button selected. Otherwise it opens with the Add Locally button selected. If needed, click the Add Locally button.
3. If desired, enter text for the name of the user into the First, Middle, and Last Name fields. The name is optional, but, if entered, it will be displayed as the recording owner name in recording lists and recording detail views, and displayed in user account list and user profile page.
4. Type the e-mail address of the user into the E-mail address field. An e-mail address is required. The e-mail address is used as the username for each local user. Also, if no personal name is entered in step 5 below, the email address will be displayed as the name in recording lists, recording detail views, and in the user account list and user profile page view.
5. Select the account type (user role) (User or Administrator) from the Account Type drop-down list. The default role is user.
6. Click Create.
l A account creation success message appears in the account creation panel. Within
the notification is a hyperlink to the password setup page for that user. The hyperlink can be copied and sent to the user. However, that is not necessary if SCM has been configured to connect with an e-mail server.
NOTE: The success message and hyperlink is retained on screen only until you
create another user account or until you leave the Accounts page.
l If the e-mail connection is set up, SCM automatically sends the user an e-mail
notifying them that their SCM user account has been set up and that they can now set their password.
l The user is added to the Accounts list in the lower portion of the Accounts page. l The Create button becomes the Create Another button.
NOTE: If a user with the same e-mail address has already been added to the SCM
system, SCM displays an error message. That user cannot be added again, regardless of the account origin. To check the origin of the account, locate the user in the Accounts list and click on their e-mail address to open a user profile page. The origin (local or remote [AD]) is indicated in the read-only Created From field.
To change an account from a local account to an AD-based account, the local account must be deleted, and then the user must be added from AD. Any recordings connected with the account will be deleted during account deletion, so recordings should be downloaded and saved or reassigned to another user before the local account is deleted.
7. Add additional user accounts as desired by clicking the Create Another button and repeating steps 3 through 6.