Select Matches from the Operation option list. Click Select. Click OK. Click Add. Click OK. Click OK. On the Fields tab, click Add. Select Security Group from the Field Name option list. Click OK. Select Hidden from the Type option list to ensure that thi

Managing Metadata 3-47

d. Click OK.

The AddEdit Rule Field ’name’ Screen is displayed.

e. Select Hidden from the Type option list to ensure that this metadata field

does not display on the Check In, Update, Content Information, and Search pages. f. Optionally, enter a statement in the Required Message field.

g. Select the Is derived field check box and click the corresponding Edit button.

The Edit Derived Value: Conditions Tab is displayed.

h. On the Conditions tab, click Add.

The Edit Derived Value: Add Condition Screen is displayed. i. Enter the name of the field condition for example, HRsEyesOnly.

j. Click OK.

The Add Condition screen closes and the clause-generating fields display on the lower pane of the Conditions tab. k. In the lower Value field, enter a confidential string for example, No specific title. This will help to prevent unauthorized users from using the Title metadata field to search for and retrieve the documents checked in using this profile.

l. Click OK.

The Edit Derived Value screen closes and the computed Idoc Script clause is added to the derived field text pane.

m. Click OK.

The Add Rule Field screen closes and the Title metadata field is added to the Fields list. 5. Add and define the Author metadata field as follows:

a. On the Fields tab, click Add.

b. Select Author from the Field Name option list.

c. Select a general position from the Field Position option list.

d. Click OK.

e. Select Hidden from the Type option list to ensure that this metadata field

does not display on the Check In, Update, Content Information, and Search pages. f. Optionally, enter a statement in the Required Message field.

g. Select the Is derived field check box and click the corresponding Edit button.

h. On the Conditions tab, click Add.

i. Enter the name of the field condition for example, HRsEyesOnly2.

j. Click OK.

k. Select Author from the Field option list.

l. Select Matches from the Operation option list.

m. Click Select.

3-48 Application Administrators Guide for Content Server The User View Screen displays. Select the applicable user name. For example, select an HR employee or whoever is authorized to view the documents checked in using this profile. This will help ensure that unauthorized users cannot search and retrieve these documents using the Author metadata field.

n. Click OK.

The User View screen closes and the selected user is entered in the upper Value field.

o. Click Add.

The clause is added to the clause pane.

p. Click OK.

q. Click OK.

6. Add and define the Security Group metadata field as follows:

a. On the Fields tab, click Add.

b. Select Security Group from the Field Name option list.