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Keyword Query Restricted Documents

Matt_Bisges
Champ in-the-making
Champ in-the-making

I have version 14.  When I have the Perform security keyword checking during database query checked it still displays the documents that the user does not have access to when doing a keyword query.  Is there a way to not display the documents that have Restricted in the document name?

Thanks.

1 ACCEPTED ANSWER

Jonathan_Finney
Elite Collaborator
Elite Collaborator

Hello Matt,

 

Thank you for posting to Community.

 

You would use the 'Perform Security Keyword Checking During Database Query' option only if you are using Security Keywords (configured at the user Level or the User Group level) to restrict certain documents within a Document Type from being viewed (based on thee configured Security Keywords).

 

Since you are using a Keyword Custom Query to perform your search, you are going to get a result list that contains all documents that have the value that you are searching on even if the user does not have rights to the Document Type (although they will not be able to view the document since they don't have rights).

 

I would recommend configuring a Document Type Custom Query and using the 'Restrict by Rights' option. This will allow you to add all of the Document Types to the Custom Query and only the documents that the user has rights to view will be displayed.

 

Example:

  • 'User A' has rights to 'Document Type 1' and 'Document Type 2'
  • 'User B' has rights to 'Document Type 2' and 'Document Type 3'
  • You want both users to use the same Custom Query so you configure a Document Type Query using the 'Restrict by Rights' option and apply all 3 Document Types to the Custom Query
  • Each Document Type has a single document in it
  • Each document has the same Keyword Value
  • If 'User A' searches for that word, they will only see the documents that belong to 'Document Type 1' and 'Document Type 2'
  • If 'User B' searches for that word, they will only see the documents that belong to 'Document Type 2' and 'Document Type 3'
  • If a user that belongs to the 'Manager User Group' (which has rights to all 3 Document Types) performs the search, all 3 documents will be returned.

When using a Document Type Custom Query and wanting to allow the user to search by a keyword value, the 'Keyword Edit Fields' optional control must be checked in the settings window.

 

Thanks.

Jonathan Finney
Team Leader
Hyland Software Technical Support Department

 

View answer in original post

1 REPLY 1

Jonathan_Finney
Elite Collaborator
Elite Collaborator

Hello Matt,

 

Thank you for posting to Community.

 

You would use the 'Perform Security Keyword Checking During Database Query' option only if you are using Security Keywords (configured at the user Level or the User Group level) to restrict certain documents within a Document Type from being viewed (based on thee configured Security Keywords).

 

Since you are using a Keyword Custom Query to perform your search, you are going to get a result list that contains all documents that have the value that you are searching on even if the user does not have rights to the Document Type (although they will not be able to view the document since they don't have rights).

 

I would recommend configuring a Document Type Custom Query and using the 'Restrict by Rights' option. This will allow you to add all of the Document Types to the Custom Query and only the documents that the user has rights to view will be displayed.

 

Example:

  • 'User A' has rights to 'Document Type 1' and 'Document Type 2'
  • 'User B' has rights to 'Document Type 2' and 'Document Type 3'
  • You want both users to use the same Custom Query so you configure a Document Type Query using the 'Restrict by Rights' option and apply all 3 Document Types to the Custom Query
  • Each Document Type has a single document in it
  • Each document has the same Keyword Value
  • If 'User A' searches for that word, they will only see the documents that belong to 'Document Type 1' and 'Document Type 2'
  • If 'User B' searches for that word, they will only see the documents that belong to 'Document Type 2' and 'Document Type 3'
  • If a user that belongs to the 'Manager User Group' (which has rights to all 3 Document Types) performs the search, all 3 documents will be returned.

When using a Document Type Custom Query and wanting to allow the user to search by a keyword value, the 'Keyword Edit Fields' optional control must be checked in the settings window.

 

Thanks.

Jonathan Finney
Team Leader
Hyland Software Technical Support Department