Syngo Carbon - Syngo Carbon IDM (syngo.share) Configuration

Syngo Carbon Syngo Carbon IDM (syngo.share) Configuration The Syngo Carbon IDM (or syngo.share) configuration involves setting up and managing various components of the Syngo Carbon IDM system. This includes configuring organization management, user management and access control, catalogs, and keywords. 1.1 How to create a user account? To create a user account: 1. Go to your User profile and click on Settings. 2. Select the Administration portal. 3. Click on the Syngo Carbon IDM Configuration Portal. 4. The Syngo Carbon IDM (syngo.share) configuration page opens. Log in to your administrator account. 5. To navigate to the user management section, go to Configurations and click on User. Here, you can create a new account or manage existing accounts. Assistants Users User group Configurations Search criteria User Organization Login name DICOM Domain HL7 Last name FHIR SIEMENS Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers 6. To create a new user account, click on the Add button at the top right corner. 7. Fill in the required details such as the user’s name, email address, and any other relevant information. 8. Assign a User name and Password for the new user. Add user LDAP search Details Login name Jane Doe X Domain Salutation Phone number Search Title Date of birth First name* Jane X Entry date User Last name* Doe X Separation date Type* User Active Job title Login name* Employee ID Domain* Jane X localdomain Inherits configuration from Employee type Password* ........ X Confirm password* E-mail Department ........ X Pager Close Add 9. Go to Search Criteria and search for the account that you created. 10. Select the user account and assign user group, roles, and product configuration to the user. Jane Doe Details Last name: Doe First name: Jane Domain: localdomain Administrator: No Active: Yes Employee ID: Insertion date: 1/27/2025 7:20 PM Modification date: 1/27/2025 7:20 PM Last login: Password expiration date: 1/27/2026 7:20 PM User template: No Department user: No Inherits configuration from: Change domain Edit Roles Overview Assign Product configuration Delete Edit User groups Assign Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 SIEMENS Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 2 of 8 For example: To assign a role, click on Assign. In the Role Assignment window, select the role and the organization, then click on the right arrow. Finally, click on Close. Role assignment for user Jane@localdomain Document Functional Admin Entity type Select role Organizational units Assigned roles Filter Admin Assistant CARDIOLOGY O AllPerm RADIOLOGY Clinical Administrator Clinician IT Administrator Junior Radiologist Radiologist O Resident O Technologist close Role assignment for user Jane@localdomain Document Functional Admin Entity type Select role Organizational units Assigned roles Admin Assistant CARDIOLOGY V RADIOLOGY AllPerm Clinical Administrator X O RADIOLOGY Clinical Administrator 0 Clinician IT Administrator Junior Radiologist O Radiologist Resident O echnologist Close In this example, we have assigned a role at the Documents level. Similarly, roles need to be assigned for other categories as well, such as Functional, Admin and Entity Type. Role assignment for user Jane@localdomain Document Functional Admin Entity type Select role Organizational units Assigned Filter O Admin Assistant Y RADIOL CARDIOLOGY AllPerm Cli O RADIOLOGY O 0 Clinical Administrator SIEMENS Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 3 of 8 __________________________________________________________________________________ The table below explains what each of these categories means: H. Document Grants access to patient-related documents and configuration rights (e.g., sharing, viewing, or annotating documents). Function Enables users to perform specific tasks or workflows, such as post-processing or image viewing. Admin Provides access to system configuration settings, including user and role management. Entity Type Controls access to non-patient data entities, such as templates, protocols, or system metadata. __________________________________________________________________________________ It is also possible to create a user account using the Assistant tool. Go to the Assistants section and select User Assistant. The tool will guide you through each step to create a user account and show an indication with a green check mark once each step is completed. User assistant 2 4 W Add user Assign groups Assign roles Manage product configuration Add Close User assistant 2 3 4 Add user Assign groups Assign roles Manage product configuration test1@localdomain added Assign Skip Close __________________________________________________________________________________ Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 SIEMENS Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 4 of 8 1.2 How do you create keywords? Keywords are used to add metadata to documents, making it easier to organize, search, and filter information. They can be customized by users to suit their specific needs. To create keywords, follow these steps: 1. Open Syngo Carbon IDM (syngo.share) configuration and log in. 2. Go to Configuration and select Keywords. Keyword Catalogs Field Types Keyword Groups earch criteria Results: 0 Delete Export as CSV Add O Name Usages Open-ended Deprecated Name Reset Search 3. In the Keywords Catalogs tab, click on Add and assign a name to the catalog (e.g., Sub speciality). Keyword Catalogs Add catalog Search criteria Name* Sub speciality X Name Open-ended Close Add 4. Add keywords to the catalog using the + icon. You can also import a .csv file of catalogues. Keyword Cata Edit catalog Sub speciality Search criteria Filter ges Name Keyword Usages Reseach + 0 Close Save Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 SIEMENS Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 5 of 8 5. Go to the Field Types tab and create a field, which will be displayed in the search filter interface of the enterprise browser where the keyword will be entered. For example: Use case. Field Types Keyword Groups Add field type Name+ Use case X Close Add 6. Go to the Keywords Groups tab and create a Keyword Group. Then, select the field type and catalogue from the drop-down menu, or you can also create the field type and catalogue on the fly. Assign the Keyword Group to an organization unit. Keyword Catalogs Field Types Keyword Groups Add keyword group Name" Organizational Unit Radiology New Catalog Filter New Field Type Remove Add ¥ TC ield Type Required Multiselect Length catalog DICOM Tag TC-Cardiology Use case O O Sub speciality Without DICOM tag TC-RADIOLOGY Close Add 1.3 How to set different product configurations? The product configurations in Syngo Carbon IDM involve several key components and settings to ensure optimal performance and functionality. These components include: • Syngo Carbon Space configuration • Enterprise Access configuration or web view • Import configuration • Print configuration • Syngo Carbon IDM/syngo.share configuration Within each of these components, you can define the type of access a user or multiple users have. For example: 1. Search for a user profile in the Users tab. Select the user name and go to the Product Configuration section. 2. Go to the Syngo Carbon Space tab. 3. In the Search / Browse tab, scroll over to the predefined search. 4. Click on the type of access the user has over a functionality. There are three types of access rights: Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 SIEMENS Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 6 of 8 Editable: Users can edit and make changes using the functionality. Read-only: The functionality is available but the user cannot use it (greyed out). Hidden: Users cannot see the functionality in Syngo Carbon. 0 For example: For the search mode functionality, you can define a user to have edit access. Syngo Carbon Space webview import print url syngo.share Confi .. Section Auto- executed v F Apply to all search Filter Results list F layout Apply to all Notifications Search Apply to all Search / Browse criteria Search Shares mode Apply to all 5. To apply the changes to all user clients, click on Apply to All. Go to Product > Product Configuration. Go to the functionality for which you want to change the access rights for all users. Search criteria Apply to all Search E Apply to all mode __________________________________________________________________________________ Please note: The Apply to All option is available only if you have been set as template user when creating your user account. H. __________________________________________________________________________________ Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 SIEMENS Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 7 of 8 Please note that this learning material is for training purposes only. For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens Healthineers. This material is to be used as training material only and shall by no means substitute the Operator Manual. Any material used in this training will not be updated on a regular basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training. The Operator Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Please note: Some functions shown in this material are optional and might not be part of your system. Certain products, product-related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory requirements, the future availability of said Functionalities in any specific country is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most current information. The reproduction, transmission or distribution of this training or its contents is not permitted without express written authority. Offenders will be liable for damages. All names and data of patients, parameters and configuration-dependent designations are fictional and examples only. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. Siemens Healthineers Headquarters Siemens Healthineers AG Siemensstr. 3 91301 Forchheim Germany Phone: +49 9191 18-0 siemens-healthineers.com Published by Siemens Healthineers AG | © Siemens Healthineers AG, 2025 SIEMENS Job Aid Effective Date: 30 Oct 2025 | QR700030846 Healthineers Page 8 of 8