Question

Configuring User attributes

Administration

Updated November 22, 2013

asked on November 21, 2013

I am trying to set the client option for "when importing PDF to generate Laserfiche pages for PDF and also Not to keep original PDF file. I am trying this from user attribute but it does not work. When I log into client with user account I don't see any changes to the setting in options nor I see any result when I import the PDF.

I haven't played with user attributes and this is my first and I haven't seen any helpful document on this. I would appreciate your help.

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Answer

APPROVED ANSWER SELECTED ANSWER

replied on November 22, 2013

What attribute did you set exactly? You need more than just the "[Settings]KeepPDFFile". Close the Client, save the snippet of XML below as a .xml file, then open the user's properties in the Admin Console, go to the Attributes tab, click Import and select the XML file. That will set the attributes for you. Then open the Client and check Tools\Options\New Documents\Settings.

<Properties>
	<Attribute>
		<Name>[Settings]GeneratePagesPreservePdfAnnotations</Name>
		<Data>Yes</Data>
	</Attribute>
	<Attribute>
		<Name>[Settings]ImportPDFPages</Name>
		<Data>Yes</Data>
	</Attribute>
	<Attribute>
		<Name>[Settings]ImportPreservePdfAnnotations</Name>
		<Data>Yes</Data>
	</Attribute>
	<Attribute>
		<Name>[Settings]KeepPDFFile</Name>
		<Data>No</Data>
	</Attribute>
</Properties>

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Replies

replied on November 21, 2013

Hi Farzali,

Keep in mind, your user attributes may not be saved until you've logged out of the client. Make sure you've logged out before you export any user attributes. It's also important to note that Laserfiche clients ignore attributes set at the group level. Make sure you're applying this to either a specific account, or the Everyone group.

Let us know if you keep running into trouble!

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replied on November 21, 2013

are you sure that you are applying the attribute to the correct user account?

When you are done with the testing and go back to look at the attributes, are they the same as you had set them or have they reverted back?

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replied on November 22, 2013

Thanks for the responses. I tried different variation of settings for the user attributes. I added the attribute under option, settings for one user and tested, it did not change anything. After my tries I did go back there and my settings were there and I removed them after.

I was also reclogging in each time I was setting it up. I am just wondering if I am applying the parameters incorrectly? I will try it again this weekend....

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replied on November 22, 2013

Heya,

Are you applying the attribute to the user or to a group the user belongs to? The only group Laserfiche uses for attributes is Everyone.

It would be nice if Laserfiche could allow other groups to be used for attributes! That may mean having to set a primary group for each user but I'm OK with that.

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replied on November 22, 2013

Hi Ben

I have been testing it only with one specific user with full rights and privilages..

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replied on November 22, 2013

Thanks Miruna

Your direction was quite helpful and I was able to get it working. I was missing two things, I missed to say YES to the ImportPDFPage. Also, I was typing the attributes' names with spaces for example for ImportPDFPage I would type Import PDF Page.

Thanks for all the suggestions, now I know

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Configuring User attributes

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