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1 Certification Program User Management 01 - Roles
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22 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014
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33 Introduction This session is for: General System Administrator User Administrator Listen to Overview recording, other training Follow along in your sandbox Note questions: AlmaCertQuestion@exlibrisgroup.comAlmaCertQuestion@exlibrisgroup.com Online Help
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44 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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55 Roles
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99 Scopes
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10 Scopes
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11 Scopes
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12 Scopes
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13 Scopes
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14 Roles
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15 Roles
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16 Roles
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17 Roles
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18 Roles
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19 Roles
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20 Roles
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21 Roles
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22 Roles
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23 Roles
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24 Roles
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25 Roles
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26 Roles
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27 Roles
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28 Roles
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29 Role Templates
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30 Role Templates
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31 Role Templates
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32 Role Templates
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33 Role Templates
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34 Role Templates
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35 Role Templates
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36 Role Templates
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37 Role Templates
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38 Role Templates
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39 Role Templates
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40 Role Templates
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41 Role Templates
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42 Role Templates
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43 Role Templates
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44 Role Templates
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45 Role Templates
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46 Role Templates
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47 Role Templates
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48 Role Templates
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49 Role Templates
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50 Role Templates templates are not dynamic no link to users changes to templates don’t effect users
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51 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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52 Role Assignment Rules
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53 Role Assignment Rules
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54 Role Assignment Rules
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55 Role Assignment Rules
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56 Role Assignment Rules
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57 Role Assignment Rules
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58 Role Assignment Rules
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72 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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73 User Record Type
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74 User Record Type
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75 User Record Type
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76 User Record Type
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77 User Record Type
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78 User Record Type
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79 User Record Type - Mandatory Fields
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80 User Record Type - Mandatory Fields
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81 User Record Type - Mandatory Fields
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82 User Record Type - Mandatory Fields
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83 User Record Type - Mandatory Fields
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84 User Record Type - Mandatory Fields
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85 User Record Type - Mandatory Fields
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86 User Record Type - Mandatory Fields
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87 User Record Type - Mandatory Fields
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88 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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89 User Groups
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90 User Groups
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91 User Groups
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92 User Groups
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93 User Groups
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94 User Groups
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95 User Groups
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96 User Groups
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97 User Groups
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98 Role Templates
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99 User Groups
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100 User Groups
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101 User Groups
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102 User Groups
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103 User Groups
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104 User Groups
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105 User Groups
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106 User Groups
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107 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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108 User Record Type Mappings – User Group
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109 User Record Type Mappings – User Group
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110 User Record Type Mappings – User Group
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111 User Record Type Mappings – User Group
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112 User Record Type Mappings – User Group
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117 User Record Type Mappings – User Group
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118 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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119 Job Categories
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120 Job Categories
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121 Job Categories
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122 Job Categories
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123 Job Categories
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124 Job Categories
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125 Job Categories
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126 Job Categories
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127 Job Categories
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128 Job Categories
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129 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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130 User Record Type Mappings – Job Categories
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139 User Record Type Mappings – Job Categories
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140 Roles and Scopes Templates and Rules User Record Types User Groups and Job Categories User Record Type Mappings User Name Display Session Review Agenda
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141 User Name Display
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142 User Name Display
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143 Job Categories
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144 User Name Display
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145 User Name Display
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146 User Name Display
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147 User Name Display
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148 User Name Display
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150 User Name Display
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151 Session Review Users and user roles parameters configuration: Roles Scopes Role Templates Role Assignment Rules User Record Types User Name Display
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152 Thank You! AlmaCertQuestion@exlibrisgroup.com
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