Attachment Type for ECM all set with a default username and password.
For testing, I’ve had everyone using that default username and password, but now I’ve set up a bunch of Document Types (in Kinetic) with matching Content Types/Security Classes/Groups (in ECM). How do I reset a user’s Kinetic username/password so that it asks them to login when attaching or viewing a document from within Kinetic?
There’s a “remember me” checkbox on that login screen… how long does that “remember” last?
Good question - I don’t know but will take a look around when I get a minute.
First/Easiest/Safest thing to try would be to delete the Epicor client cache. If doing it through the UI doesn’t fix it, then I’d do it manually via Windows Explorer.
There IS a default username and password for ECM, but I want SOME users to be able to user their own I don’t want EVERYONE uploading documents… but EVERYONE needs to be able to see them.
Support sent me the DocStar Password Reset KB article, which I followed, but after clearing my ECM account cache I am not prompted for a username and password.
Then the file is uploaded on the server first and then placed in DocStar using credentials you specified for the server in Attachment Type Maintenance. All attachments from everybody are using same credentials, so it is not possible to “I don’t want EVERYONE uploading documents”. Server does all the work.
Thanks @Olga, that’s the functionality we discovered in testing, but I didn’t know the reasoning behind it. I added a couple of BPMs to filter on security group and document type that prohibit the actions I don’t want.