Once a database's security and users are set up, you may need to modify the security settings, add additional users, or delete existing users.
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When you make changes to security settings in Concordance, some security setting changes will not be applied until the database is closed and reopened. |
Resetting Lost Passwords
To reset security accounts, you must know the Concordance user ID and password. Otherwise your options are limited based on your needs and access.
If a user has forgotten a password, simply delete the account and make a new one. This is another good reason to set up user role templates in the Security dialog for faster user set up. The user creates a new password upon first log on.
Resetting All Users
If you need to reset all user passwords or have forgotten your user ID but still have the security console administrator’s user ID and password, you can do so by deleting or renaming the .sec file. This file is located in the same directory as your database and stores all user IDs and passwords.
By deleting or renaming the file, you are able to open the database with the security console administrator’s user ID and password. Once you login, you won’t see any data because security is still enabled, but you can access Security to reset all users to the database by importing a backup copy of your security settings.
You must know the database's administrator user ID and password for this process.
1.Navigate to the directory containing the database .sec file containing the database users you want to reset. A database's .sec file is stored in the same directory as the database .dcb file.
2.Rename or delete the .sec file.
3.In Concordance, open the database that needs security updated.
4.The logon dialog box opens the first time you log on.
5.Click Cancel. Clicking Cancel opens the Administration logon dialog.
6.In the User field, type the administrator's user ID.
7.In the Password field, type the administrator's password.
8.Click OK. After clicking OK, the database opens, but no data is visible.
9.On the File menu, point to Administration, and click Security.
10.Click the Import button.
11.Browse to and click the .csv file containing the users and security settings you want to import and click the Open button.
12.The security settings from the file are imported into the database. If there were any existing security settings defined in the Security dialog, they are overwritten by the security settings in the .csv file during the import.
13.Click OK to close the Security dialog.
Enabling or Disabling Security
Enabling security is optional, but it is best practice to enable security for Concordance databases. Security is enabled on the Field rights tab in the Security dialog.
1.On the File menu, point to Administration, and click Security. The Administration dialog displays.
2.In the User field, type the administrator user ID.
3.In the Password field, type the administrator password.
4.Click OK to open the Field rights tab in the Security dialog.
5.To enable security for all users, select Enable security. To disable security, unselect Enable security. If Enable security is selected, Concordance enforces the field privileges for the users in the users list on the Field rights tab. This generally works on networks without requiring manual user IDs and passwords for each database.
6.To require all users to log on to Concordance each time they access Concordance, select Logon required.
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Selecting Logon required affects database access in FYI Reviewer. If selected, the user needs to log on with a non-blank password to access this database in FYI Reviewer. Be sure to inform FYI Reviewer users when setting the database security to Logon required. |
7.Enabling security requires momentary exclusive control of the database. Concordance attempts to gain exclusive control of the database when you save the Enable security and/or Logon required setting. An error message is displayed if users are logged on to Concordance and Concordance could not make the change. The check boxes remain selected after you click OK or Apply if the change was successful.
7.Click Apply to save your changes.