Export Roles and Privileges Configuration

Would it be possible to add an option to export a listing of all roles and permissions settings for a vault as displayed in the Meridian Configurator? .CSV or .XLSX export format would be most helpful

For purposes of designing, changing and tracking the settings on this screen this would be a big benefit.
  • Guest
  • Mar 19 2019
  • Already exists
  • Attach files
  • Chris Tsangarides commented
    April 24, 2019 13:35

    I have some good news.  There is a tool available that is used to document the configuration settings of the Meridian vault.  It's called "BCMetCSGenerator" and is typically used by services and customers to document configurations after-the-fact.

    Typically configuration changes are first researched, documented, tested and then implemented.  But for an audit or verification that changes were applied correctly, the "BCMetCSGenerator" tool can be used to export the settings to a formatted HTML file.

    The "BCMetCSGenerator" tool is attached for your convenience.

    To use the tool:
    1. Download & Un-Zip the attached BCMetCSGenerator.ZIP file
    2. Using the Meridian Configurator, open the vault you would like to document
    3. Export the vault configuration to a .MET (Meridian Environment Template) file
    4. Run the extracted "BlueCieloECM.Meridian.MetCSGenerator.exe" program
    5. Select the exported .MET file
    6. Check any desired options and click Generate.  

        Highly suggested options:

    • Include HTML styles
      • Include Hyperlinks
    • Use Table layouts
    • Table of Contents
    • Open document

    The security settings will be in section "16 - User Roles."

    Chris Tsangarides
    Product Manager
    Accruent

  • Chris Tsangarides commented
    April 22, 2019 18:21

    Thank you for your suggestion.
    Development is currently reviewing your idea.
    Stay tuned for updates.

    Chris Tsangarides
    Product Manager
    Accruent

  • Chris Tsangarides commented
    March 22, 2019 15:49

    Legacy ID: MER-I-66

    Idea created at: 2018-Apr-19

    Referenced customer:

    COMMENTS:

    Stu Hodder Apr 27, 2018 One way is to open the exported MET file in 7-Zip, then open the Global.Environment item in NotePad++, save out the UserRoles tag, open that in Excel, and create a Pivot Table. See attached files for an example of this from the BC_Global vault. Yes it would be better if the whole MET file was structured XML instead of just a few elements. Cheers Stuart

  • +2