JP2012098824A - Document management device, document management device control method, program and recording medium - Google Patents

Abstract

To save a file in a shared folder without being aware of the access right of the person who shares the file.
First access right acquisition means for acquiring access rights to a folder of a user who saves a file; second access right acquisition means for acquiring access rights to a folder of a user who uses a file; And a folder display control means for performing display control so that a folder to which both users have access rights can be discriminated in accordance with the access rights acquired by the first access right acquisition means and the second access right acquisition means.
[Selection] Figure 12

Description

  The present invention relates to a file management apparatus that displays and manages a folder that can be stored when a file is stored.

Conventionally, a file is shared using a file server or the like. Files are stored in folders, and user access rights can be set for the folders.
For example, Patent Document 1 proposes a document management system in which access rights can be set for folders and files.

JP 2002-73419 A

  By the way, when a file is stored in a shared folder, if it is desired to be used by a specific user, the file needs to be stored in a folder that the specific user also has access rights.

In a document system as disclosed in Patent Document 1, in order to save a file in a folder so that the file can be shared, the file is saved while paying attention to whether or not the specific user has an access right to the shared folder. There was a problem that had to be done.
In addition, if the user is accidentally saved, the specific user cannot access the saved file.

  Therefore, in view of the above problems, the present invention provides a file management device that can easily save a file to a folder accessible to a user who wants to use the file when saving the file to a shared folder. Let it be an issue.

  A first access right acquisition means for acquiring an access right for a folder of a user who saves a file; a second access right acquisition means for acquiring an access right for a folder of a user who uses the file; Folder display control means for displaying and controlling a folder to which both users have access rights according to the access rights acquired by the access right acquisition means and the second access right acquisition means.

  According to the present invention, when storing a file in a shared folder, the file can be easily stored in a folder accessible to a user who wants to use the file.

1 is a system configuration diagram of a document management system according to an embodiment of the present invention. FIG. It is a hardware block diagram of the information processing apparatus which can apply the document management apparatus which concerns on embodiment. It is a functional block diagram of the information processing apparatus which can apply the document management apparatus which concerns on embodiment of this invention. It is a figure which shows an example of the display screen in the document management system which concerns on embodiment of this invention. It is a figure which shows an example of the "save as a name" screen in the document management system which concerns on embodiment of this invention. It is a figure which shows an example of the scan screen in the document management system which concerns on embodiment of this invention. It is a figure which shows an example of the preservation | save destination designation | designated screen in the document management system which concerns on embodiment of this invention. It is a figure which shows an example of the user and authority management master in the document management system which concerns on embodiment of this invention. It is a figure which shows an example of the preservation | save destination designation | designated screen in the document management system which concerns on the 2nd Embodiment of this invention. It is a figure which shows an example of the preservation | save destination designation | designated screen in the document management system which concerns on the 3rd Embodiment of this invention. It is a figure which shows an example of the preservation | save destination designation | designated screen in the document management system which concerns on embodiment of this invention. It is a flowchart which shows the process of the whole document management system concerning embodiment of this invention. It is a flowchart which shows an example of the preservation | save destination selection process in the document management system which concerns on embodiment of this invention. It is a flowchart which shows an example of the preservation | save destination selection process in the document management system which concerns on embodiment of this invention.

Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.
<First Embodiment>
FIG. 1 is a system configuration diagram of a document management system according to an embodiment of the present invention.
As a document management system, a client device 101, a multifunction peripheral 102, and a document management device 103 are connected via a communication network 500 in a communicable state.

  The client apparatus 101 can store an electronic document in the document management apparatus 103. Further, the multi-function peripheral 102 can store the scanned electronic document in the document management apparatus 103.

Further, the storage destination of the electronic document is not limited to the document management apparatus 103, and may be a storage area of the client apparatus 101 or the multifunction device as long as it can be shared.
FIG. 2 is a hardware configuration diagram of an information processing apparatus to which the document management apparatus according to the embodiment of the present invention can be applied.
Based on the program stored in the program ROM 203, each device connected to the system bus 200 is controlled to control the entire information processing apparatus.
The data ROM 204 stores various data. A RAM 202 functions as a main memory, work area, and the like for the CPU 201.
A keyboard controller (KBC) 205 controls input from a keyboard (KB) 209 or a pointing device (not shown) such as a mouse.

A display controller (DC) 206 controls display on the display 210. The display may be a CRT or another type of display device such as an LCD.
A memory controller (MC) 207 controls access to the hard disk (HD) 211.
A peripheral device connection interface (USB I / F) 208 controls access to a portable storage medium (not shown) and other peripheral devices.
A network interface (NW I / F) 220 controls communication with the output device 230 via the network 150.
Note that the information processing apparatus of FIG. 2 can also be applied to the client apparatus 101 and the multifunction peripheral 102.
FIG. 3 is a functional configuration diagram of an information processing apparatus to which the document management apparatus according to the embodiment of the present invention can be applied.
The hardware configuration such as the CPU 201 in FIG. 2 is a software configuration that functions by operating in cooperation with each other.
Various master data can be stored in a hard disk or the like of the document management apparatus 103.

The master data includes an access right management master 311 and a user management master 312. It is possible to have other master data as required. In addition, the hard disk further includes a file storage unit 313 and a display condition storage unit 314.
In the access right management master 311, access rights to files and folders stored in the file storage unit 313 are registered.

The user management master 312 is master data of a user who uses the document management system in the present embodiment, and is used to manage access rights to folders.
The display condition storage unit 314 is used by the display condition determination unit 303, and stores conditions for displaying a folder as a file storage destination.
The access right acquisition unit 301 acquires the access right to the corresponding folder from the access right management master 311 and the user management master 312.
The designated user acquisition unit 304 acquires a user specified for setting an access right when saving a folder.
FIG. 4 is a diagram showing an example of a display screen in the document management system according to the embodiment of the present invention. It is displayed on the display screen of the client device 101.

The minutes recording screen 400 is a diagram showing an example of displaying a minutes file. Menus for selecting application functions such as a file menu, an edit menu, and a display menu are displayed.
Here, by selecting “save as” from the file menu 401, a file save screen is displayed.
FIG. 5 is a diagram showing an example of a “save as” screen in the document management system according to the embodiment of the present invention.

This screen is a login user field 501 in which a login user who is an operator is displayed, a user input field 502 for designating a user having access rights to a folder, and a folder selection displayed so that a folder to be saved can be selected. A field 503, a file name input field 504, a file type input field 505, a save button 506, a return button 507, and the like.
The login user column 501 displays the login ID of the user who is currently logged in, that is, the user who is operating.

  In the user input field 502, a user is designated. On the screen, “Include the folder for which the following user has update authority” is displayed, but the folder for which both the user specified here and the login user have access rights is the folder where the file is saved. It is displayed in the selection field 503.

  That is, a folder having access rights to both the logged-in user UserA and the designated user UserC is displayed as a storable folder.

  In the folder selection field 503, it can be seen that the purchase order folder and the shared folder are displayed in a storable state. Folders that cannot be saved may be grayed out and displayed so that they cannot be saved, or may not be displayed in the first place.

In addition, the user input field 502 may be configured to input not only a user name but also a group name. When a group name is input, it is only necessary to display folders for which both the login user and the selected group have update authority.
The user name, group name, and access rights to the folder are managed by the user / right management master shown in FIG. 8, and details will be described later.

In the file name column 504, since “minutes.doc” is entered, when the save button 506 is pressed, the “c: ¥ save destination ¥ order book” folder specified in the file location column 505 Is saved as “minutes.doc”. When the return button 507 is pressed, the storage process is canceled and the screen returns to the previous screen.
FIG. 8 is a diagram showing an example of a user / authority management master in the document management system according to the embodiment of the present invention.

The user / authority management master is stored in the HD 211 of the document management apparatus 103 and includes an access right management table 801 and a user management table 802.
In the access right management table 801, which group has what access right is set for a folder as a storage destination.
“O” indicates that the user has update authority, “Δ” indicates that he / she has reference authority, and “X” indicates that he / she does not have access authority.

For example, the administrator group has a reference authority for the invoice folder and an update authority for other folders. All users have update authority for the shared folder and do not have access authority for other folders.
The access right is not limited to this, and those that can be set by the system, such as deleteable authority and execution authority, can be used.
The user management table 802 defines the correspondence between a user and a group to which the user belongs.

  In the figure, an administrator group, a sales group, an accounting group, and a section manager group are set. The administrator group is UserX, the sales group is UserA / B, the accounting group is UserC / D, and the section manager group is UserF is set for each.

Since the access right management table 801 has access rights set for groups, the access rights for the groups to which the users belong are used as the user access rights.
FIG. 6 is a view showing an example of a scan screen in the document management system according to the embodiment of the present invention.

This corresponds to the operation panel of the MFP 102 in FIG. The scan screen 600 displays tabs that allow selection of copy, scan, fax, and mail functions.
The screen shows a state in which the scan tab 602 is selected and the scan screen 600 for scanning is displayed.

  The corresponding menu is displayed even if a tab other than scanning is selected. Although not shown, when another menu such as a copy menu is selected, a screen for the selected function is displayed.

  4 and 5, as an example of saving the file, the operation on the client device 101 has been described as an example. However, in FIG. 6, the operation of saving the image file scanned by the multifunction machine 102 is described as an example. .

  In the following embodiments, the description will focus on the operation of the MFP 102. However, it is sufficient that the folder can be selected when saving the file, and the file saving method is limited to these configurations. It does not have to be.

In the login user column 601, the logged-in user is displayed. Here, it can be seen that UserA is logged in. Examples of login include a form in which authentication information is input from the panel of the multi-function peripheral, authentication using an IC card, and the like.
A storage destination selection field 603 displays a storage folder for the image file when the current scan is executed.

When the execution button 606 is pressed while a folder is selected (set) as a storage destination, the scanned image file is stored in the selected folder. Selection of the save destination folder is performed by pressing a save destination setting button. Details will be described later.
The scanning timing may be after the execution button is pressed or before.

When the detailed setting button 605 is pressed, a screen for performing detailed settings relating to scan settings is displayed. The contents that can be set include resolution and file format at the time of saving.
When the cancel button 607 is pressed, the scanning process is canceled and the screen returns to the default menu.

FIG. 7 is a diagram showing an example of a storage destination designation screen in the document management system according to the embodiment of the present invention. The save destination designation screen 700 is displayed when the save destination setting button 604 in FIG. 6 is pressed.
The login user column 701 displays the login ID of the user who is currently logged in, that is, the user who is operating.

In the user input field 702, a user is designated. In the explanation of the screen, “Include the folder that the following user has update authority” is included, and the folder that has access rights to both the user specified here and the login user is the folder to save the file. Are displayed in the folder selection area 708.
In the folder selection area 708, a selection field 704 and a folder name field 705 are provided.

When the cancel button 706 is pressed, the operation is canceled, and when the save button 707 button is pressed, the selected folder name is displayed in the save destination selection field 603 of FIG.
In the folder name selection field 705, folders for which the logged-in user who is an operator has access rights are displayed.

  In the selection button display area 704, radio buttons are displayed for folders that the user specified in the user name selection column 702 has access rights for the folders displayed in the folder name display column 705.

  In the figure, the purchase order folder and the shared folder match the conditions (the user designated as the login user has access rights), and the purchase order folder is selected as the storage destination.

  Similarly to the example of FIG. 5, a folder having access rights for both the logged-in user UserA and the designated user UserC is displayed as a storable folder.

  Here, the purchase order folder and the shared folder are displayed in a storable state, but a folder that cannot be stored may be grayed out so that it cannot be stored or may not be displayed in the first place.

It is also possible to display whether the folder is savable or not by visually highlighting the storable folder or displaying it in bold.
FIG. 12 is a flowchart showing processing of the entire document management system according to the embodiment of the present invention.

  In step S1201, a file save screen is displayed. This corresponds to FIG. 4 and FIG. In the case of FIG. 4, it is displayed on the screen of the information processing apparatus 101, and in the case of FIG.

Here, when the file storage destination selection screen is called, a storage destination selection process in step S1202 is executed. When the selection process is completed in step S1202, storage in the selected folder is executed in step S1203, and the process ends.
FIG. 13 is a diagram showing an example of a storage destination selection process in the document management system according to the embodiment of the present invention.
In this embodiment, processing is performed by the CPU of the document management apparatus 103 in response to a request from the client apparatus 101 or the multifunction peripheral 102.
In step S1301, a login user is acquired. The login user is a user displayed in the login user column on the screen.
Next, in step S1302, the user specified in the user specification field is acquired.

In step S1303, display conditions for the save destination folder are acquired. The display condition of the storage folder here is that both the login user and the user specified in the user specification column have access rights. The display conditions may be set for a screen having a user-specified column, or may be stored in a storage device as a condition file (not shown).
In step S1304, display control is performed so that a storable folder can be specified in accordance with the condition acquired in step S1303.
Specifically, an “AND” of the access right of the login user and the access right of the designated user is taken, and the result is displayed and controlled.
Display control refers to direct display on the display unit of the client apparatus 101 or the multifunction peripheral 102, transmission of information necessary for display, and the like.

As a result, a save screen as shown in FIG. 5 or 7 is displayed. As a result, when saving a file to the shared folder, the file can be saved without being aware of the access right of the person sharing the file.
<Second Embodiment>

FIG. 9 is a diagram showing an example of a storage destination designation screen in the document management system according to the second embodiment of the present invention. The save destination designation screen 900 is displayed when the save destination setting button 604 in FIG. 6 is pressed.
In the first embodiment, a folder having access rights for both the logged-in user and the designated user is displayed as a storable folder.
However, with this method, for example, there is a possibility that a user who does not want to see the saved file will save it in a folder with access rights.
Therefore, in the second embodiment, in addition to the first embodiment, a folder for which a specific user does not have access rights is displayed as a folder that can be saved.
A description will be given centering on differences from the first embodiment.
The storage destination designation screen 900 has a user input field 903 “excluding folders for which the following user has update authority”.

  Here, a folder that has access rights to the login user 901, UserX and UserA and UserC specified in the user input field 902, and the UserF specified in the user input field 903 does not have access rights, is displayed in the folder selection area 904. Is displayed.

  In other words, if the former condition (the folder for which the administrator group, accounting group, and sales group have access rights) is the “order” and “shared” folders, and the latter condition (the section manager group does not have access rights) , “Order Form” folder.

  In addition, two user names are designated in the user input field 902 “including a folder for which the following user has update authority”. In this case, a folder to which two users have access rights is targeted.

Other user input fields can also specify a plurality of users. For example, when a plurality of users are designated in the user input field 903, folders for which neither user has access rights are targeted.
<Third Embodiment>
FIG. 10 is a diagram showing an example of a storage destination designation screen in the document management system according to the third embodiment of the present invention.
The save destination designation screen 1000 is displayed when the save destination setting button 604 in FIG. 6 is pressed.

  In the second embodiment, a folder to which a specific user does not have access rights is displayed as a folder that can be saved. The third embodiment is an embodiment in which this is set for a specific group rather than a specific user.

In this case, the user who is the logged-in user 1001 and UserC specified in the user input field 1002 have access rights, and the folder to which the accounting group specified in the user input field 1003 does not have access rights is displayed in the folder selection area 1004. Is done.
In this example, each folder of “Proposal”, “Approximate estimate”, and “Estimate” is applicable. In the figure, the “Proposal” folder is selected.
<Fourth Embodiment>
FIG. 11 is a diagram showing an example of a storage destination designation screen in the document management system according to the embodiment of the present invention.
The save destination designation screen 1100 is displayed when the save destination setting button 604 in FIG. 6 is pressed.

  In the first to third embodiments, the access right is determined based on the conditions displayed in the user selection column for the user's access right to the folder. In the present embodiment, the user access right can be set at the time of folder search.

  A check box is displayed in the authority designation fields 1104 and 1105, and by selecting this, an access right to the folder at the time of search can be designated.

  Here, the user who is the logged-in user 1101 and User A specified in the user input field 1102 have update authority, and the folder to which the accounting group specified in the user input field 1103 does not have reference authority is displayed in the folder selection area 1106. Is done.

If both “reference” and “update” are checked in the display in the access right authority designation fields 1104 and 1105, the stronger authority is selected (in this example, the update authority is stronger. Therefore, the update authority is selected.) However, the present invention is not limited to this, and a separate rule can be set.
Further, since the login user's access right is a storable folder, it has update authority.
FIG. 14 is a diagram showing an example of a storage destination selection process in the document management system according to the embodiment of the present invention. This mainly corresponds to the storage destination selection process of the second to fourth embodiments.
In step S1401, a list of folders for which the operator (login user) has authority is acquired.
In step S1402, input of access conditions for the folder designated on the save screen is acquired.

  The permission condition refers to extracting folders in which specific users designated as login users have authority. The exclusion condition refers to extraction of a folder to which a specified specific user does not have authority (excludes a folder having authority from the target).

  The access condition is set such that the logged-in user and the designated user specified on the save screen in FIGS. 9 to 12 have access rights to each other, or a folder for which a specific user has authority is excluded from the target. Has been.

  The access condition may be set for a screen (save screen) having a user designation field, or may be stored in a storage device as a condition file (not shown).

In steps S1403 to S1403 ′, a process for determining whether a specific user designated as a login user based on the access condition has access rights to the folder is looped by the number of folders acquired in step S1401.
First, in the loop processing of steps S1404 to S1404 ′, whether or not the target folder is an exclusion target is determined for the designated user / group.
Loop processing is performed when a plurality of users are input in the user input field, and looping is not performed when only one user / group is input.
Further, the fact that the target folder is an exclusion target means that it is not selected as the storage destination of the electronic file.

If there is a user designated as an exclusion target in step S1405, the corresponding folder is excluded from the storage destination candidates, and the process returns to step S1403 to determine the next folder.
On the other hand, if the exclusion target does not have update authority in the loop of S1404, the corresponding folder is selected as a display candidate.
Next, in the loop processing of steps S1406 to S1406 ′, whether or not the target folder is a permission target is determined for the designated user / group.
That the target folder is a permission target means that it can be selected as a storage destination of the electronic file.
The folders that are not excluded from the candidates in the loop of S1404 and the loop of S1406 are determined as selectable folders in step S1408.

In step S1407, if the user designated as the permission target does not have authority for the folder, the corresponding folder is excluded from the candidates, and the process returns to step S1403 to determine the next folder.
When the loop processing in S1403 is completed, in step S1409, a list of folders acquired in step S1401 is displayed in the folder name display field.

  In step S1410, a folder selection button is displayed for the folder determined to be selectable in step S1408. Specifically, it refers to processing for displaying radio buttons in the selection column on the left side of the folder name display column.

  As a result, a storage screen as shown in FIGS. 9 to 11 is displayed. As a result, when saving a file to the shared folder, the file can be saved without being aware of the access right of the person sharing the file.

When executed by the client apparatus 101 shown in FIGS. 4 and 5, the folder determined to be selectable in step S <b> 1408 may be displayed in the folder selection field 503.
Further, when the process regarding the exclusion in step S1404 is not executed, it can be realized as a storage destination selection process in the first embodiment.

  Although one embodiment has been described above, the present invention can take an embodiment as, for example, a system, apparatus, method, program, or recording medium, and specifically includes a plurality of devices. The present invention may be applied to a system including a single device.

  The program according to the present invention is a program that can be executed by a computer according to the processing method of the flowchart shown in the present invention. The program in the present invention may be a program for each processing method of each device.

  As described above, a recording medium that records a program that implements the functions of the above-described embodiments is supplied to a system or apparatus, and a computer (or CPU or MPU) of the system or apparatus stores the program stored in the recording medium. It goes without saying that the object of the present invention can also be achieved by executing the reading.

  In this case, the program itself read from the recording medium realizes the novel function of the present invention, and the recording medium storing the program constitutes the present invention.

  As a recording medium for supplying the program, for example, a flexible disk, hard disk, optical disk, magneto-optical disk, CD-ROM, CD-R, DVD-ROM, magnetic tape, nonvolatile memory card, ROM, EEPROM, silicon A disk, solid state drive, or the like can be used.

  Further, by executing the program read by the computer, not only the functions of the above-described embodiments are realized, but also an OS (operating system) operating on the computer based on an instruction of the program is actually It goes without saying that a case where the function of the above-described embodiment is realized by performing part or all of the processing and the processing is included.

  Furthermore, after the program read from the recording medium is written to the memory provided in the function expansion board inserted into the computer or the function expansion unit connected to the computer, the function expansion board is based on the instructions of the program code. It goes without saying that the case where the CPU or the like provided in the function expansion unit performs part or all of the actual processing and the functions of the above-described embodiments are realized by the processing.

  Further, the present invention may be applied to a system composed of a plurality of devices or an apparatus composed of a single device. Needless to say, the present invention can be applied to a case where the present invention is achieved by supplying a program to a system or apparatus. In this case, by reading a recording medium storing a program for achieving the present invention into the system or apparatus, the system or apparatus can enjoy the effects of the present invention.

Furthermore, by downloading and reading a program for achieving the present invention from a server, database, etc. on a network using a communication program, the system or apparatus can enjoy the effects of the present invention.
In addition, all the structures which combined each embodiment mentioned above and its modification are also included in this invention.

201 CPU
202 RAM
203 Program ROM
204 Data ROM
205 KBC
206 DC
207 MC
208 UBS I / F
220 NW I / F

The first access right acquisition means for acquiring the access right to the folder of the user who saves the file, the user specification reception means for receiving the specification of the user who shares the file, and the folder of the user specified by the user specification means When specifying the second access right acquisition means for acquiring the access right for the file and the storage destination of the file, both users are in accordance with the access right acquired by the first access right acquisition means and the second access right acquisition means. and a folder display control means for distinguishably display control folder with access.

Claims (7)

In a document management device that can control file storage for a folder for which access rights are set,
A first access right acquisition means for acquiring an access right to the folder of a user who saves the file;
Second access right acquisition means for acquiring an access right to the folder of a user who uses the stored file;
Folder display control means for controlling the display so that both users have access rights according to the access rights acquired by the first access right acquisition means and the second access right acquisition means;
A document management apparatus comprising: User specifying means for specifying a user who does not have access authority for the folder to which both users have access authority,
2. The document management apparatus according to claim 1, wherein the folder display control means displays a folder for which the user designated by the user designation means does not have an access right so as to be discriminated.   3. The document management apparatus according to claim 2, wherein the user designation means can designate the type of access authority for the user's folder.   The document management apparatus according to claim 2, wherein the user designation unit can designate a plurality of users or user groups. In a control method of a document management apparatus capable of controlling file storage for a folder for which access rights are set,
A first access right acquisition step of acquiring an access right to the folder of a user who saves the file;
A second access right acquisition step of acquiring an access right to the folder of a user who uses the stored file;
A folder display control step for performing display control so that both users can determine a folder having the access right according to the access right acquired by the first access right acquisition step and the second access right acquisition step;
A control method for a document management apparatus, comprising: A program that can be read by a document management apparatus capable of controlling file storage for a folder for which access rights are set,
The document management device;
A first access right acquisition means for acquiring an access right to the folder of a user who saves the file;
Second access right acquisition means for acquiring an access right to the folder of a user who uses the stored file;
Folder display control means for controlling the display so that both users have access rights according to the access rights acquired by the first access right acquisition means and the second access right acquisition means;
A program for causing a document management apparatus to function.   A recording medium on which the program according to claim 6 is recorded.

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