Flow of Settings for Operating with Server Authentication

This section describes the flow of settings for operating the Access Management System with server authentication.

IMPORTANT
If you are using server Authentication, user information managed on the server is used, so managing users with the local device authentication method is unnecessary. The steps that are required differ according to the system configuration. When operating with local device authentication, see "Flow of Settings for Operating with Local Device Authentication."

1. Preparing the Device and Network Environment

Set the network environment and date/time settings, etc., of all devices to operate with the Access Management System, and register a System Manager ID in each device.

2. Enabling the AMS

Enable the AMS on all devices to operate with the Access Management System.

For more information, see the instruction manuals of the device.

3. Starting User Authentication

Start User Authentication in all devices that support AMS.

For more information, see the instruction manuals of the device.

4. Setting Security

Specify the security related settings, such as passwords and lockout policies.

For more information, see the instruction manuals of the device.

5. Specifying the Preferences of the Devices

Specify the preferences of all devices that support AMS.

Setting the User Authentication Method

Setting the Default Role for Registered Users

Setting the Login Method

Allowing Unregistered Users to Log In

Setting the Number of Users to Cache on the Login Screen

Setting Usage Restrictions for Remote Scanning/Cascade Copy

Adding a Device Signature When Forwarding Files

6.Managing Roles

Edit the guest roles, as necessary. Since roles can be imported/exported, they can be used in multiple devices.

Editing the [GuestUser] Role (Guest Role)

Importing Roles

Exporting Roles

Setup Flow for Using Server Authentication in Conjunction with Local Device Authentication

It is recommended that you use the Access Management System in conjunction with local device authentication to prevent cases where you cannot access the server for a certain reason, such as network trouble.

To use local device authentication in conjunction with server authentication, perform steps 1 to 8 in "Flow of Settings for Operating with Local Device Authentication" and then perform step 6 in "Flow of Settings for Operating with Server Authentication."

If you have constructed an environment to use server authentication in conjunction with local device authentication, and if you use a device with the local device authentication method without creating local user information, all users will use the device as an unregistered user ([GuestUser]).