Components installed with Document Management

Several types of components are installed with activation of the Document Management plugin, including tables and user roles.

Demo data is available for this feature.

Roles installed

Role title [name]	Description	Contains roles
Admin	Provides Create, Read, Update, and Delete access to the document and its related tables. Admin users have access to List and List Entries modules.	platform_document_management_admin

表 : 1. Sharing permission roles

Role Name	Description
dm_sharing_levels_user	This role contains the following roles: dm_user_role_read dm_user_group_read dm_user_criteria_read Provides the ability to share documents at all levels (group, role, and user criteria).
dm_user_role_read	Provides read access to the user role table and the ability to share documents based on user roles.
dm_user_group_read	Provides read access to the User Group table and the ability to share documents based on user groups.
dm_user_criteria_read	Provides read access to the User Criteria table and the ability to share documents based on user criteria.

Tables installed

Table	Description
ds_document	Stores document records containing document metadata.
ds_document_version	Stores document versions containing the actual document file or URL to the file.
ds_document_references	Stores references between document records and other records. 注: The records can be from any other table and record on the platform Supports a many-to-many relationship between documents and target records.
ds_document_lists	Stores document lists, which are a collection of template documents used to create and link documents to other records.
ds_document_list_entry	Stores mappings between template documents and document lists.
ds_document_user_can_access_mtom	Stores permissions provided to users to access documents as a Reader, Writer, or Owner.
ds_document_ug_can_access_mtom	Stores permissions provided to user groups to access documents as a Reader, Writer, or Owner.
ds_document_ur_can_access_mtom	Stores permissions provided to user roles to access documents as a Reader, Writer, or Owner.
ds_document_uc_can_access_mtom	Stores permissions provided to user criteria to access documents as a Reader, Writer, or Owner.
ds_document_permalink	Stores the permalink and expiration date for the document.

注:

The Documents [ds_document] and Versions [ds_document_version] tables can be extended.

関連概念

• Domain separation and Document Management

関連資料

• Document Management roles
• Granular admin roles in Document Management