How do you control security settings in Document Manager?


I am looking for any resource that will provide information on how security for the Document Manager works with Company level views and Project level views. A couple of preliminary questions. (1) Can security group settings control what action displays or not? I cannot seem to get consistent results when changing settings in a particular security group. (2) Next, when the user is in Project level view, how do you control security settings for the Document Manager in this view?

The Document Manager actions are controlled by access given on the Permissions tab of the folder/document. Access can be: View, Modify, Download, Create, or Full Admin access. (Admin users have access to all actions by default.) For the user who creates a document record, all access to the document is given implicitly.

Similarly for the Project container: Only documents of the project for which the user is the author have all access. Access to other documents in the project is controlled by the access given on the Permissions tab of the folder/document.

[Admin: To see other related posts, use the Document Manager tag.]

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Getting an error when running report in TRIRIGA not BIRT designer


I exported the .rpt and the properties file from BIRT report designer, zipped it, and then saved it in the TRIRIGA Document Manager under the respective object (in this case, triProject). I then modified and updated my query report as “External”, and then in the “Options” tab, pointed to the ZIP file from BIRT. However, when I run the report to view the BIRT report, I get a MID error. Meanwhile, the BIRT report works fine when I run it in BIRT report designer.

[Admin: This post is related to the 03.29.17 post about getting an error when evaluating script in TRIRIGA but not BIRT designer, and the 05.11.16 post about running a BIRT report ZIP. To see other related posts, use the BIRT tag.]

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Why are document attachments overwriting each other?


We are using TRIRIGA 3.5.2. We are currently experiencing an issue with lease document attachments. When one user uploads a document that has the same name to two different lease records, the document record is overwritten.

The issue stems from the fact that the upload functionality defaults the path to \ROOT\Object Attachments\[Employee Name]\triRealEstateContract\[File Name]. There is a folder ID parameter in the action URL, but it doesn’t seem to work. Is there a way for TRIRIGA to create a folder based on the current record ID instead of the BO name?

[Admin: To see other related posts, use the Document Manager tag.]

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IV97281: Malicious file uploads by bypassing JavaScript validation


Malicious file uploads are possible by bypassing the JavaScript validation, even after the appropriate properties are set to restrict EXE files.

Moving forward, we resolved an issue where malicious files can be uploaded via document upload by bypassing the client side validation.

[Admin: This post is related to the 01.25.16 post and 07.18.15 post about restricting the upload of certain file types. To see other related posts, use the Vulnerability tag or CVE tag.]

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Why doesn’t the TRIRIGA user have permissions to create documents?


A user is unable to create a document and gets the following error “User does not have permissions to create a document”. How do you resolve this error?

The proper security access has not been granted to the Document object. Login as an Admin user. Go to the Security Manager. Select the Document object. In the right-hand panel, look at the access level. Make sure that “Read, Update and Create” is selected.

[Admin: This post is related to the 05.10.17 post about the 3.5.2 Security Manager. To see other related posts, use the Security Manager tag.]

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How do you manage document expiration in IBM TRIRIGA?


I would like to know if TRIRIGA can manage document expiration, such as building registrations, fire regulations, or other documents that are related to specific due dates. I saw the “Location” (Building, Land) object > Assessment tab, but it seems that the “Regulatory” object can only manage inspection and opportunities for the specific location. And it seems the Document Manager only acts as a “repository”. Do you have any information about document expiration?

TRIRIGA OOB has no concept of document expiration, but it could be developed and implemented very easily. You could create a scheduled event, based on an expiration date for each document. When that scheduled event is triggered, a workflow could move the document to an expired state and send a notification.

[Admin: To see other related posts, use the Notifications tag.]

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How do you delete content from a document record via custom task?


After an upload of a document, we use a custom task to send the document to a FileNet instance for content searchability. From that point, we don’t need the document in the TRIRIGA database any longer.

Is there any simple way to delete the content associated to a document record? This ensures we have control over where documents and sensitive information are being stored, and to save database space. From reviewing the API, it looks like we might be able to achieve this in our custom task with .setContent(null or empty content). Is there a nicer approach?

[Admin: This post is related to the 12.02.16 post about integrating with a CMIS or ECM, and the 06.09.16 post about using an ECM instead of Document Manager.]

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