Error Message

None.

 

The behaviour of attempting to change the Owner results in the Owner not being changed with no information, warning or error messages being displayed, has not been reproducible in a test environment and no identifiable reason was found when the issue was seen. As such, there is no identified cause and will need to be investigated as and when seen.

The inability to change the Owner if the current Owner has left the company and there are no other users assigned to Roles with the applicable Permissions is by design. Access to CA/DA features is based on Roles Based Access (RBA). If the RBA cannot be edited in the application, a database change can be made to effect the need, as applicable.

 

If the above conditions are seen, please contact Technical Support for assistance.

Editing Department or Case Owners via a database change is not recommended as a normal process or practice, and is something that should only be done as a last resort if there are no other options. If it is expected that users will leave the company without changing their Department or Case ownership, a recommendation would be to add an administrative user to each Department or Case so the Owner can be changed by this administrative user. This user may have additional Permissions if it is assigned more Roles.

Here are the steps:

For CA

- Create a user in AD that would be used to be an administrative user to edit the Department Properties. This user would only have access to the Department Properties tab and will be able to edit the settings in this tab.
- Create a new Department Scope Role under Application | Roles. Name the Role appropriately, such as Department Management for example.
- Add the Configure Department Properties Permission.
- Do not add any more Permissions.
- Save the Role.
- Add the user to each and every Department with the new Role under Department | Role Assignment.

For DA

- Create a user in AD that would be used to be an administrative user to edit the Case Properties. This user would only have access to the Case Properties tab and will be able to edit the settings in this tab.
- Create a new Case Scope Role under Application | Roles. Name the Role appropriately, such as Case Management for example.
- Add the Configure Case Properties Permission.
- Do not add any more Permissions.
- Save the Role.
- Add the user to each and every Case with the new Role under Case | Role Assignment.

Note this user may have additional Permissions if it is assigned more Roles.

 

 

There may be a business need to change the Owner of an Enterprise Vault (EV) Compliance Accelerator (CA) Department or Discovery Accelerator (DA) Case. The preferred method to change the Owner of a Department or Case is to edit the Owner in the Properties tab of the Department or Case. This can either be done by the current Owner, or requires a user other than the Owner be assigned to a Role with the Configure Department Properties Permission in the Department or the Configure Case Properties Permission in the Case. This other user can then access the Properties tab of the Department or Case and edit the Owner. To list the current Department or Case Owners and the Departments or Cases with users assigned to a Role with the applicable Permissions: 1. Open SQL Server Management Studio (SSMS) with an account having rights to query the Accelerator Customer database, such as the Vault Service Account (VSA). 2. Open a new query window focused on the Accelerator Customer database and copy the following query into the new query window: SELECT tc.CaseID
, tc.Name
, CASE WHEN (tc.FolderType = 330 AND tc.Type = 101) THEN 'Case'
WHEN (tc.FolderType = 330 AND tc.Type = 102) THEN 'Department'
WHEN tc.FolderType = 331 THEN 'Folder'
WHEN tc.FolderType = 332 THEN 'Hidden Folder'
ELSE 'Other' END 'FolderType'
, tc.StatusID
, ts.Name AS 'Status'
, tc.OwnerPrincipalID
, tp1.PrincipalName 'Owner'
FROM tblCase AS tc
LEFT JOIN tblPrincipal AS tp1 ON tc.OwnerPrincipalID = tp1.PrincipalID
JOIN tblStatus AS ts ON tc.StatusID = ts.StatusID
LEFT JOIN tblPrincipal AS tp2 ON tc.DeletedByPrincipalID = tp2.PrincipalID
WHERE tc.Type IN (101, 102) AND tc.StatusID != 24
ORDER BY 'FolderType', tc.StatusID, tc.Name; 3. Execute the query to list the current Department or Case Owners for all Open and Closed Departments or Cases. The results can be saved to a spreadsheet for easier reviewing: Right-click in the results | Select All | Right-click in the results again | Copy With Headers | Paste into a new spreadsheet. 4. Open a new query window focused on the Accelerator Customer database, copy the following query into the new query window: SELECT DISTINCT
sv.CaseID,
CASE WHEN sv.Type NOT IN (101, 102) THEN '' ELSE sv.Name END AS 'Case/Dept/Folder Name',
CASE WHEN (sv.FolderType = 330 AND sv.Type = 101) THEN 'Case'
WHEN (sv.FolderType = 330 AND sv.Type = 102) THEN 'Department'
WHEN sv.FolderType = 331 THEN 'Research Folder'
WHEN sv.FolderType = 332 THEN 'Hidden Research Folder'
ELSE 'System' END AS 'FolderType',
sv.PrincipalID, sv.PrincipalName, sv.PrincipalLogin,
sv.RoleID, sv.RoleName,
CASE tr.ScopeID WHEN 160 THEN 'Application' WHEN 161 THEN 'Case/Department' WHEN 162 THEN 'Folder' END AS 'Role Scope',
tp.PermissionID, tp.Name AS 'Permission Name',
CASE tp.ScopeID WHEN 160 THEN 'Application' WHEN 161 THEN 'Case/Department' WHEN 162 THEN 'Folder' END AS 'Permission Scope'
FROM Security_View AS sv (NOLOCK)
JOIN tblRole AS tr (NOLOCK) ON sv.RoleID = tr.RoleID
JOIN tblIntRolePermission AS tirp (NOLOCK) ON sv.RoleID = tirp.RoleID
JOIN tblPermission AS tp (NOLOCK) ON tirp.PermissionID = tp.PermissionID
JOIN tblHistCasePermission AS thcp (NOLOCK) ON tp.PermissionID = thcp.PermissionID
WHERE sv.PrincipalID = thcp.PrincipalID AND sv.CaseID = thcp.CaseID
AND tp.Name LIKE '%Configure%Properties'
ORDER BY sv.CaseID, sv.PrincipalID, sv.RoleName, tp.Name; 5. Execute the query to list the Department or Case with users assigned to a Role with the applicable Permissions. The results can be saved to a spreadsheet for easier reviewing: Right-click in the results | Select All | Right-click in the results again | Copy With Headers | Paste into a new spreadsheet.
There are certain conditions under which Technical Support can assist with changing the Owner: 1. On rare occasions, attempting to change the Owner in the Properties tab of the Department or Case results in the Owner not being changed with no information, warning or error messages being displayed.
2. If the current Owner has left the company and there are no other users assigned to Roles with the applicable Permissions.