Contents
1 Introduction..........................................................................................................................................4
2 Location of the Agatha Settings............................................................................................................5
3 Permission and User management.......................................................................................................6
3.1 Organization Users Management .................................................................................................6
3.2 Workspace Users Management..................................................................................................14
3.3 Permission management ............................................................................................................17
4 Document Metadata ..........................................................................................................................25
4.1 Built-in document metadata.......................................................................................................25
4.2 Extended metadata ....................................................................................................................26
4.3 Countries and Sites .....................................................................................................................31
5 Audiences ...........................................................................................................................................32
5.1 Add audiences ............................................................................................................................32
5.2 Edit an audience .........................................................................................................................33
5.3 Remove an audience ..................................................................................................................33
6 Document Views.................................................................................................................................34
6.1 Add a new view...........................................................................................................................34
7 Document Lifecycle ............................................................................................................................42
7.1 Overview.....................................................................................................................................42
7.2 Add a new document lifecycle....................................................................................................42
7.3 Lifecycle group............................................................................................................................52
8 Artifacts Management........................................................................................................................54
8.1 Overview.....................................................................................................................................54
8.2 View artifacts ..............................................................................................................................54
8.3 Add new artifact .........................................................................................................................55
8.4 Edit an artifact ............................................................................................................................67
8.5 Copy an artifact...........................................................................................................................67
8.6 Excuse an artifact........................................................................................................................68
8.7 Remove an artifact .....................................................................................................................68
9 Organization level specific settings ....................................................................................................69
9.1 KPIs .............................................................................................................................................69
9.2 Misc settings ...............................................................................................................................69
9.3 Workspaces ................................................................................................................................74
9.4 Workspace templates.................................................................................................................75
10 Workspace level specific settings ...................................................................................................78
10.1 KPIs .............................................................................................................................................78
10.2 Jobs .............................................................................................................................................78
10.3 Workspace Export.......................................................................................................................82
10.4 Misc settings ...............................................................................................................................83
1 Appendix – Agatha Unitary Permissions.............................................................................................89
1.1 Common unitary permissions.....................................................................................................89
1.2 Artifact Management .................................................................................................................89
1.3 Audience Management ..............................................................................................................90
1.4 Document Management.............................................................................................................90
1.5 Folder Management ...................................................................................................................91
1.6 Folder Template Management ...................................................................................................91
1.7 Lifecycle Management................................................................................................................93
1.8 Metadata Management..............................................................................................................94
1.9 Organization Management.........................................................................................................95
1.10 Organization Users Management...............................................................................................96
1.11 User groups management ..........................................................................................................97
1.12 Views Management....................................................................................................................98
1.13 Workspace Management ...........................................................................................................99
1.14 Workspace Template Management .........................................................................................100
1.15 Workspace Users Management................................................................................................101