Global to Site Migration: Global roles to site roles

May's Avatar

May

15 May, 2013 07:16 PM

After a successful global to site migration, what steps do I need to enable user access to the site?

I observed that roles of global type are applicable only to the global area. Do I need to recreate roles on a site-level or make use of the existing roles set of global type? Is there a way to edit/change an existing role of global type to site?

  1. 1 Posted by Ryan Griffith on 15 May, 2013 07:47 PM

    Ryan Griffith's Avatar

    Hi,

    Do I need to recreate roles for the site or make use of the existing roles set of global type?

    Correct, so you would want to create a Site Role(s) that will define what abilities the users have within the Site and the Application, these can mimic the pre-defined Global Roles. These abilities include things like as access to the Publisher, Admin Area, Zip Upload, Workflows permissions, etc.

    Once you set up the new Site Roles, you assign these Roles to the Site through the Site Administration area and assign users and/or groups to these Roles.

    For permissions within the Site, this is done similarly to the Global Area, through the use of permissions via the Access page for Assets (ie Folders, Pages, Files, etc.). These permissions can be applied to a Group or on a per-user basis.

    Please let me know if you have any questions.

    Thanks

  2. 2 Posted by May on 15 May, 2013 08:04 PM

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    So roles, users and group assignments are not carried over in the migration. Is there a way to copy roles in the global area and be able to assign them to site type?

  3. 3 Posted by Ryan Griffith on 15 May, 2013 08:37 PM

    Ryan Griffith's Avatar

    They are not copied over because, after migrating to Sites, Global Roles are used only for access to global areas such as the Publish Queue and System Preferences. Site Roles are used to define access to the individual Sites.

    When you create a new Site Role, you can base it off of an existing Global Role. This can be done by using the Based on original role: dropdown to pre-fill the Site Role's abilities with the abilities from the Global Role.

    If you are running Cascade 7.2+, there is also a new feature that may be helpful for determining what your users can do within Cascade, Effective Abilities. This gives you an overview of what abilities the given user has within a selected Site, or the Global area.

    Please let me know if you have any questions.

    Thanks

  4. 4 Posted by May on 15 May, 2013 08:45 PM

    May's Avatar

    Ok thanks. Will let you know if I ran into problems.

  5. 5 Posted by May on 16 May, 2013 02:48 PM

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    Do folder permissions get carried into migration?

  6. 6 Posted by Ryan Griffith on 16 May, 2013 03:17 PM

    Ryan Griffith's Avatar

    Hi,

    The permission should stay intact; however, because the Base Folder is changing, the permissions for the Base Folder may not (at least, I am not seeing any recent changes that would indicate this behavior changed).

    If possible, I would recommend performing the migration within a test instance prior to performing the migration in production. If the test migration is not possible, you may ant to try and take note of how you have permissions set up in the event you need to mimic them after the migration.

    Please let me know if you have any questions.

    Thanks

  7. 7 Posted by May on 16 May, 2013 03:18 PM

    May's Avatar

    Thanks.

  8. Ryan Griffith closed this discussion on 30 May, 2013 12:26 PM.

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