eDMS 2.0.4 User Manual

The NO-SOD Project, ROOTFUSION SPRL

User's Guide December 2005, sixth edition, applies to eDMS 2.0.4


Table of Contents

1. IMPORTANT: READ THIS FIRST
Licensing terms
Be warned
2. System Installation
Pre-requisites
Upgrading from 2.0.3
Upgrading from previous versions prior than 2.0.3
Installation
Configure eDMS
System backup and disaster recovery
3. Configuring eDMS (Low level: System administrator ONLY)
Site title
Audit trail
Session Time Out
Electronic Signature
Security policies
Username minimum length
Password minimum length
Number of digits in passwords
Password minimum non-numeric characters
Password history
Password expiry
Locking accounts
Mailing parameters
Activating email alerts
eMail Alerts From
eMail Signature
Search engine
What does the search box
Activating document content
Recognized types of files by search engine
Working directory
Word Documents
PDF Documents
Search engine process
Request full indexation
Version numbering
Customizing how versions numbers will be displayed
External references
Pointing eDMS documents from outside system
4. Introduction
What's a Documents Management System?
Who's this manual for?
What do you need?
How to use this manual?
What are the changes in version ?
2.0.4
2.0.3
2.0.2
2.0.1
2.0
Start eDMS and login
5. User interface
The browser window
The title bar
The window buttons
The message bar
The eDMS interface
The top area
The tree area
The data area
6. Security concepts
User account
Group
User profile
7. Before using eDMS
Folder types
Meta Data
Document types
8. Document flow
Document Life Cycle Overview
List of documents in a folder
User access on documents
9. Employee Training records management
The employee training record
Automatic generation of training records
10. Reports
Downloadable reports
11. Email notifications
Folder and Documents alerts
Workflow notifications
12. Remote Store Point Configuration
What is a remote store point?
Configuring a Remote Store Point (actions on eDMS machine)
Configuring a Remote Store Point (actions on remote store point server machine)
Migrating a local store point to a remote location

List of Tables

8.1. eDMS options availability and document flow for a document version
8.2. eDMS options availability and document flow for a document master reference