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Administrator Guide Copyright 2013, Canto Gmbh Cumulus 9.0 Administrator Guide Copyright 2013, Canto GmbH. All rights reserved. Canto, the Canto logo, the Cumulus logo, and Cumulus are registered trade- marks of Canto, registered in the U.S. and other countries. Apple, Mac, Macintosh and QuickTime are registered trademarks of Apple Com- puter, Inc. , registered in the U.S. and other countries. Microsoft, Windows, Windows Vista, and Windows NT are either trademarks or registered trademarks of the Microsoft Corporation in the U.S. and other coun- tries. Other third-party product and company names mentioned in this document are trademarks or registered trademarks of their respective holders. Feedback? Tell us what you think about this manual. We welcome all of your comments and suggestions. Please e-mail comments to [email protected] or via fax at + 49-30-390 48 555. CU-CS-900-MN-Z-1 3 Table of Contents Intro 7 Managing Catalogs 25 Cumulus . 8 Catalog Settings . 26 • OVERVIEW: CATALOG SETTINGS.................................................................. 27 8 This Administrator Guide . Employing a Central Asset Location . 29 Organization . 8 Customizing Field Properties. 31 Cross-Platform Issues . 9 • OVERVIEW: FIELD PROPERTIES...................................................................... 33 User Interface Item Conventions. 9 Field Formulas . 38 Cumulus Step by Step. 9 Field Linking . 43 Understanding Cumulus . 9 Adding Fields. 45 Creating a Custom Field . 47 How Cumulus Works . 11 Editing a String List Field . 48 The Cumulus Client/Server Architecture . 11 The Cumulus Administrator . 12 Preparing Catalogs for Special Purposes. 50 Cumulus Clients. 12 Optimizing Standard Metadata Format Support . 50 Finding Help . 12 Configuring Web Links. 51 Securing Catalogs . 51 Getting Started 13 Journaling Catalogs. 52 Database Mirroring . 53 The Cumulus Server. 14 New Catalogs . 57 14 The Cumulus Administrator . Creating Catalogs. 57 Initial Tasks and Their Order . 14 Catalog Templates. 58 Logging On as Cumulus Administrator . 14 Catalog Maintenance . 60 16 Working Smart . Catalog Size and Performance . 60 Name a Catalog Manager . 16 Compressing Catalogs . 61 Develop an Effective File Naming Convention . 16 Backing Up Catalogs . 61 Develop an Effective Folder Naming Preparing Catalogs for Special Metadata . 62 Convention . 16 Copying Catalogs. 63 Cross-Platform Catalog Use. 17 Repairing Catalogs. 63 Multiple Catalogs & Servers. 17 Renaming Catalogs . 64 Providing Catalogs . 17 Deleting Catalogs. 65 Creating New Catalogs . 18 Dividing Catalogs . 65 Adding Existing Catalogs . 19 Merging Catalogs. 66 Catalog Availability . 20 Migrating Catalogs. 66 Going On . 21 Using Server Console Modules . 68 Configuring Mail Notification Messages. 22 Logging of Catalog Activities. 68 Default User Settings . 22 The Activity Monitor . 68 Archiving Information. 70 The Importance of Updating Asset References 70 • User Interface Visual Overview Page 4 CUMULUS® – ADMINISTRATOR GUIDE Server Permissions. 114 Server Console 71 Live Filtering™ . 117 119 Overview . 72 Working with the Role-Based Mode . Switching to Role-Based Mode . 119 Accessing the Server Console . 73 Creating New Roles. 120 Opening the Server Console Application. 73 Duplicating, Editing and Deleting Roles . 121 Opening the Web Server Console. 74 122 Using Server Console for Multiple Cumulus Actions for User Manager . Servers . 75 --Importing User Data . 122 Client Groups. 122 Backup Manager . 76 Departments . 124 FileSystem Companion Manager . 77 Checking the Users Catalog. 125 Copying User Settings . 125 Configuring FileSystem Companion Instances 77 127 File System Versioning . 80 LDAP Authentication Method. User Password Authentication . 127 Mail Manager . 82 User Fields. 128 • OVERVIEW: MAIL MANAGER ......................................................................... 82 Cumulus Roles . 128 Remote Admin . 83 Security Aspects . 130 Cumulus Server Status . 83 Cumulus Server Settings . 83 Configuring Vault 131 • OVERVIEW: CUMULUS SERVER SETTINGS............................................... 84 License . 85 How Cumulus Vault Works . 132 FileSharing Info Settings . 85 Vault Server. 132 Vault and Catalogs. 132 88 Report Manager . Vault and Asset Handling Sets . 133 Requirements . 88 Behind the Scenes. 133 Working with the Report Manager . 89 134 92 Installation . Scheduler Manager . Vault Server on Another Computer . 134 Setting Up a Scheduler Task . 92 Provided Scheduler Actions. 94 How to Make Vault Work. 135 Set Manager . 97 Configuring the Vault Server . 135 Specifying the Cumulus Vault Administrator . 135 Activating Vault and Specifying the Vault Managing Users 99 Storage Location . 136 User Management . 100 Implementing Cumulus Vault. 138 The Users Catalog . 100 Opening a Workgroup Catalog . 138 Modes. 100 Preparing Catalogs for Vault . 138 User Manager . 101 Linking Catalogs to Vault . 140 Configuring Asset Handling Sets for Vault. 142 Creating Users . 102 User Access to Vault . 143 Duplicating, Editing and Deleting Users. 103 Adding Already Cataloged Assets to Vault . 144 User Properties. 104 145 • OVERVIEW: USER PROPERTIES – GENERAL & Administration Utilities . ADDITIONAL FIELDS 104 Managing Non-cataloged Assets Stored User Identification . 105 in Vault . 145 Update Folder Information . 148 Simple View: Permissions. 106 Redirecting Asset References . 149 Advanced View: Permissions. 107 Catalogs. 107 Catalog Permissions . 108 TABLE OF CONTENTS 5 Troubleshooting 153.
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