Cogentrix Solves Complex SharePoint Access Requirements, Simply with Cryptzone

August 11, 2015 |
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Based in Charlotte, NC, Cogentrix is an operator and manager of power plants with a long record of successfully acquiring, developing, constructing, operating, improving and divesting power generation assets. Consistent with its engineering origins and culture, Cogentrix maintains a disciplined and well-designed approach to asset improvement. The firm’s ability to enhance value has resulted in achieving superior operating performance from its power generation assets while maintaining a minimal and well-managed risk profile.


Microsoft SharePoint users since 2008, Cogentrix recently undertook a project to improve its records management with a new SharePoint installation.

Part of Cogentrix’s challenge is that it has a complex business model requiring confidential data to be secured by legal entity/business unit and needed to ensure its team could not have broad access to every document stored in SharePoint. The company also needed the ability to report in a structured way to management on how information is accessed and secured. Specifically, Cogentrix wanted to limit access based on each employee’s role and business unit to secure confidential information such as terms of deals, financial, health and safety, and HR documents.

While planning the new implementation of SharePoint, Cogentrix identified two complex security gaps it needed to solve:

  1. Attribute level security –They needed the ability to assign each individual document to a legal entity based on attribute security so only members of a specific legal entity can view it.
  2. View, but not take action – Cogentrix also wanted to set permissions to allow authorized users to view documents, but prevent them from being downloaded, printed or emailed.


Cogentrix needed a solution to overcome these issues before moving on with the SharePoint records management project and found Cryptzone’s Site Sheriff solution provided the granular security they were looking for. Dale Roddick, Director, IT Applications at Cogentrix said, “Site Sheriff was a perfect fit. The Site Sheriff solution was too good to be true offering us exactly the security we needed.”

Site Sheriff offers Cogentrix’s IT team a powerful solution to solve its SharePoint site management issues. It leverages dynamic access, deny rules and an agentless secure viewer to sustain a wide variety of secure sharing scenarios that keep confidential information in SharePoint without complex permissions.

Site Sheriff uses business logic – document metadata, user/device/location properties and more – to create powerful rules that allow or deny access to selected content, or limits users to use a secure, agentless viewer. Using Site Sheriff, Cogentrix can adjust the user interface to trim ribbons and menus and remove selected options such as download a copy, email and editing properties without changing item permissions.

“We were able to secure our records management project without all our employees needing to know the rules and policies for content. Site Sheriff runs in the background giving us complete access control safe in the knowledge that documentation is secure,” said Roddick.

To read how the full case study and see how Cogentrix benefits from Cryptzone solutions and its advice to others facing the same challenges in SharePoint, read the full case study now.

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Paul Campaniello

Paul Campaniello is the Chief Marketing Officer for Cryptzone where he is responsible for worldwide marketing strategy, execution and sales support. Paul has over 25 years of experience with software startup companies.

He has held several senior marketing and sales positions including CMO/VP of Marketing at ScaleBase, Mendix, Lumigent, ComBrio and Savantis. Prior to Savantis, he was at Precise Software, where he helped build Precise from a startup to $100 million prior to going public and being acquired by VERITAS for $640 million.

Paul holds both a BS and an MBA from Bentley University.

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