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CDI Blog

Everyone is special, sort of - Creating a standard user attribute profile

By Kyle Knebel

As a Laserfiche Administrator, have you ever wondered if you could give your Laserfiche users a pre-built set of saved searches, custom toolbar icons, file download options, or column profiles, just to name a few? You can do this by using “Attributes.”

This month’s article will focus on setting up and deploying attributes to your users. Pre-configuring these Laserfiche client settings is a valuable function that a Laserfiche Administrator can use. In addition, attributes can be used if you have deployed either the Laserfiche Windows “thick” Client or the “thin” Web Client.

While in the Laserfiche Administration Console or Web Management screen, you may have noticed a tab for Users called “Attributes.”

You can save every customization, Option setting, saved Search, Print, or Email setting for the user under this Attribute tab. You can copy these settings from one user to another or the Everyone supergroup. Unfortunately, attributes cannot be copied to Repository groups.

If you create a saved search, that information is stored as an Attribute. If you set the Options to download image files as PDF for color and black & white images, that information is stored as an Attribute. If you customize your toolbar, that information is stored as an Attribute.

Before we get into some examples, it should be pointed out that the attributes are not cross-platform compatible. If attributes are created in the Windows Client, they should be copied in the Windows Administration Console to those users who use the Windows Client. If you users have the Web Client, you should be using the Web Management Console.

Let's take a look at a few examples.

Saved Searches

Any user can create and save a Search.

Once that user saves the search, the Laserfiche Administrator can navigate to the appropriate console and find the user in the User and Groups node.

For Windows:

Open the user’s properties and select the “Attributes” tab, then View the subset: “SavedSearch.”

For Web:

In the list, you will see three lines per saved search. It will look different in the Windows Administration Console vs. the Web Management Console.

Windows Console:

Web Console:

Also, you will need to copy the “[WebAccess]SavedSearches” attribute.

In both Consoles, you can download the attributes as an XML file, then import that XML file to another user’s attributes.