Syndication

A large Organization or hierarchy of Organizations may find themselves with many different users, Roles, or Groups that each need access to the same Resources. Conversely, they may have Resources that need to be made accessible to numerous Groups and/or Roles. Syndication eliminates the need to repetitively enter the same configurations to achieve the needed results by allowing you to:

  • Create a single set of folders.
  • Assign a set of Resources to that folder.
  • Copy the folder and its contents (and the configuration settings for those contents) to numerous users, Groups, or Roles at once.

You may syndicate one or more folder(s) to selected users, Roles, or Groups, across your Organization or across the sub-Organizations underneath yours, if any (see Syndicating Folders). You may also syndicate Resources across one or more Organizations.

 


Syndicating Roles/Groups

To syndicate a Role or Group:

  1. At the top of the Passport Configuration screen, use the User Roles & Groups pull-down menu to select the Role or Group that you want to syndicate.

    The selected Role or Group appears in the Role/Group section of the Passport Configuration screen.
  1. If you click the Syndicate button in the Role/Group section, then the Syndicate Role popup will appear to allow you to syndicate the current Role or Group. Alternatively, you can click the arrow to the right of the button to open a pull-down menu that you select one of the following:
    • Syndicate role: Proceed to Step 3, below.
    The Syndicate Role popup appears.

  1. Select the Organization containing the Role or Group to which you want to syndicate settings using the Organization Name pull-down menu.
  1. Select the Role or Group to which to syndicate the settings of the currently-selected Role or Group to using the Target Role or Group pull-down menu.
  1. Click OK to complete the syndication and return to the Passport Configuration screen.

You may verify that the syndication process completed successfully by selecting the target Organization and Role specified during the delegation process and verifying that the Roles/Groups have been properly copied.



Syndicating Folders

To syndicate one or more folder(s):

  1. At the top of the Passport Configuration screen, use the User Roles & Groups pull-down menu to select the user, Role, or Group containing the folder(s) that you want to syndicate.

    The selected user, Role, or Group appears in the Role/Group section of the Passport Configuration screen.
  1. Click the arrow to the right of the Syndicate button and then select Syndicate Folders.

    The Syndicate Folders popup appears.

  1. Select the folder(s) to syndicate by checking the checkbox(es) that correspond to the folder(s) in the Folders section of the popup.
  1. Select the Organization containing the user, Role, or Group to which you are syndicating the folder(s) using the Organization Name pull-down menu.
  1. Select the user, Role, or Group to which to syndicate the currently-selected folder(s) to using the Role or Group pull-down menu.
  1. Check the appropriate radio button to specify how any duplicate Resource(s) should be handed.
  1. Click OK to complete the syndication and return to the Passport Configuration screen.

You may verify that the syndication process completed successfully by selecting the target Organization and folder specified during the delegation process and verifying that the folders have been properly copied.

 


Syndicating Resources

To syndicate one or more Resource(s):

  1. At the top of the Passport Configuration screen, use the User Roles & Groups pull-down menu to select the user, Role, or Group containing the Resource(s) that you want to syndicate.

    The selected user, Role, or Group appears in the Role/Group section of the Passport Configuration screen.
  1. Select the Resource(s) to syndicate by checking the checkbox(es) at the top left of each Resource.

Note: You may also syndicate Bookmarks.

  1. Click the arrow to the right of the Syndicate button and then select Syndicate Selected Resources.

    The Syndicate Selected Resources popup appears.

  1. Verify that you have selected the correct Resource(s) by reviewing the list in the Selected Resources section of the popup.
  1. Select the Organization containing the user, Role, or Group to which you want to syndicate the Resource(s) using the Organization Name pull-down menu.
  1. Select the user, Role, or Group to which to syndicate the currently-selected folder(s) to using the Role or Group pull-down menu.
  1. Select the folder to which to syndicate the Resource(s) to using the Folder pull-down menu.
  1. Check the appropriate radio button to specify how any duplicate Resource(s) should be handed.
  1. Click OK to complete the syndication and return to the Passport Configuration screen.

You may verify that the syndication process completed successfully by selecting the target Organization and Resources specified during the delegation process and verifying that the Resources have been properly copied.