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Administer Assets Essentials and add users administer

ÃÛ¶¹ÊÓƵ Experience Manager Assets Essentials is provisioned by ÃÛ¶¹ÊÓƵ for its customers. As part of the provisioning, Assets Essentials is added to a customer’s organization in ÃÛ¶¹ÊÓƵ Admin Console. Administrators use Admin Console to manage user entitlements to Assets Essentials solution, and assign application administrators to set up permissions and metadata forms in Assets Essentials.

The following data flow diagram illustrates the sequence of tasks that an administrator must perform to configure and manage Assets Essentials:

Access the Admin Console access-admin-console

After the Assets Essentials solution is provisioned, the administrator receives an email from ÃÛ¶¹ÊÓƵ. The email contains a welcome message and a link to get started. In addition, ÃÛ¶¹ÊÓƵ starts the process to deploy Assets Essentials automatically. The deployment process takes an hour to complete.

From the link in the email, access and login to . If you have administrator access to more than one organization account, then select the appropriate organization or switch to it using the . Once the automatic deployment process is complete, the product card for AEM Assets Essentials is visible in the Admin Console.

Perform the following user entitlement tasks using Admin Console:

Create Assets Essentials application administrator create-assets-essentials-administrator

An Admin Console administrator must add the Assets Essentials administrator product profile to a user and not to a user group. The Assets Essentials application administrator can then manage tasks such as creating a folder structure, uploading assets, setting up permissions, setting up metadata forms, and creating public collections. For information on how to assign an Assets Essentials application administrator profile to a user, see add product profiles to user groups.

Add user groups add-user-groups

Create user groups and then assign your users to the user groups. These user groups will be available in the Assets Essentials application for setting permissions on folders.

For information on how to manage user groups, see Create user groups and Edit user groups available at .

For information on how to manage adding users to user groups, see Add users to groups available at .

Add product profiles to user groups add-product-profiles-to-user-groups

Add product profiles to user groups so that they have access to the Assets Essentials application.

To add product profiles to user groups:

Access Assets Essentials application access-assets-essentials-application

After performing user entitlements in Admin Console, you can access the Assets Essentials application to perform the following tasks:

Create folder structure create-folder-structure

You can use the following methods to create a folder structure in the Assets Essentials repository:

Create a folder structure that works well with the business objectives for the organization. If you are uploading an existing folder structure to the Assets Essentials repository, you should review the structure. For more information, see Best folder structure practices for effective permissions management.

There are various possible folder structure types that you can use for your organization. The following are a few examples of typical folder structures:

Upload assets upload-assets

To add new assets to work with, upload a few assets from your local file system. You can either drag assets or folders on the user interface and follow the on-screen instructions or click Add Assets option from the toolbar and add some files to the upload dialog. While Assets Essentials offers a powerful, full-text search functionality, you can also use folders to organize your assets better. For more information, see Upload assets.

Manage permissions for folders manage-permissions-for-folders

Assets Essentials allows the administrators to manage the access levels for folders available in the repository. As an administrator, you can create user groups and assign permissions to those groups to manage access levels. You can also delegate the permission management privileges to user groups at the folder level.

For more information, see Manage permissions for folders.

Setup Metadata Forms (Optional) metadata-forms

Assets Essentials provides many standard metadata fields by default. Organizations have additional metadata needs and need more metadata fields to add business-specific metadata. Metadata forms let businesses add custom metadata fields to an asset’s Details page. The business-specific metadata improves the governance and discovery of its assets. You can create forms from scratch or re-purpose an existing form.

You can configure metadata forms for different types of assets (different MIME types). Use the same form name as the file’s MIME type. Essentials automatically matches uploaded assets MIME type to the name of the form and updates the metadata for the uploaded assets based on the form fields.

For example, if a metadata form by the name PDF or pdf exists, then the uploaded PDF documents contain metadata fields as defined in the form.

For more information, see Metadata forms.

For more information on Metadata Forms, see Metadata Forms in Assets Essentials.

Create public collections (Optional) create-public-collections

A collection is a set of assets within Experience Manager Assets Essentials. Use collections to share assets between users.

Unlike folders, a collection can include assets from different locations. You can share multiple collections with a user. Each collection contains references to assets. The referential integrity of assets is maintained across collections. For more information, see Manage collections.

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