Document Management System GUI - HelpSystems

Halcyon - A division of HelpSystems

Document Management System

Graphical User Interface

User Reference

About this Guide

This reference guide provides full operating and reference information for Halcyon Document Management System Graphical User Interface. For more detailed information on using and configuring the Document Management System, please see either of the Level 3 - Advanced Automation Suite or Level 4 - Operations Center Suite User Reference Guides.

Copyright

Copyright 2012-2018 Halcyon - A division of HelpSystems. All rights reserved. IBM?, IBM Power Systems?, iSeries?, System i?, AIX? and i5/OS? are registered trademarks of International Business Machines Corporation in the United States and in other countries. Windows? is a registered trademark of Microsoft Corporation. This document is intended as a guide to using Halcyon software. This documentation contains Halcyon proprietary and confidential information and may not be disclosed, used, or copied without the prior consent of Halcyon Software, or as set forth in the applicable license agreement. Users are solely responsible for the proper use of the software and the application of the results obtained. Although Halcyon Software has tested the software and reviewed the documentation, the sole warranty for the software may be found in the applicable license agreement between Halcyon Software and the user. Publication Revision: March 2018

Company Headquarters

Halcyon - A Division of HelpSystems 5 The Forum Minerva Business Park Lynch Wood Peterborough PE2 6FT Phone:+44 (0) 1733 234995 Fax: +44 (0) 1733 234994 URL: Technical Support:support.halcyon@

Table of Contents

About this Guide

Copyright

Company Headquarters

Introduction and System Requirements 1

Introduction . . . . . . . . . . . . . . . . . . . . 1

SQL Requirements and supported versions . . 1

Minimum Hardware and Software Requirements . 2

System Requirements for Server Installation . 2

Prerequisite Software . . . . . . . . . . . . 2

Microsoft Internet Information Services (IIS) 2

IISRESET . . . . . . . . . . . . . . . . . . 5

Requirement when restarting Halcyon Monitors

. . . . . . . . . . . . . . . . . . . . . . . .6

System Requirements for Print Overlay

Designer . . . . . . . . . . . . . . . . . . . 7

Prerequisite Software . . . . . . . . . . . . 7

Web Application Users . . . . . . . . . . . . . 8

Prerequisite Software . . . . . . . . . . . . 8

Printing Reports in Google Chrome Browser

. . . . . . . . . . . . . . . . . . . . . . .8

Installation

9

Setting Administrator Rights

15

Opening the Browser Interface. . . . . . . . 15

Changing the IIS Port . . . . . . . . . . . 16

Registering access for the Document

Management System Admin section . . . 17

Document Management System

Administration

20

Logging On . . . . . . . . . . . . . . . . 20

Document Management System Administration

Area . . . . . . . . . . . . . . . . . . . . . . 22

Managing Devices . . . . . . . . . . . . . . 23

Adding an IBM i device . . . . . . . . . . 23

Editing an existing device . . . . . . . . . 24

Deleting an existing device . . . . . . . . 25

Managing Users . . . . . . . . . . . . . . . 25

Approving a user for access . . . . . . . 26

Manually adding a user . . . . . . . . . . 27

Deleting an existing user . . . . . . . . . 28

Managing Roles . . . . . . . . . . . . . . . 28

Manage Settings . . . . . . . . . . . . . . . 32

Document Management System GUI 34

Logging onto the Document Management

System . . . . . . . . . . . . . . . . . . 34

Navigating the Document Management

System display . . . . . . . . . . . . . . 35

Templates . . . . . . . . . . . . . . . . . . 36

Template User Authority . . . . . . . . . 37

Template Filtering Rules . . . . . . . . . 38

Template Parameters. . . . . . . . . . . 38

Working with Archived Spooled Files 43

Information on the Document Management

System display . . . . . . . . . . . . . . 43

Retrieved Spooled File Information . . . . . 44

Navigating a retrieved archived spooled file .

. . . . . . . . . . . . . . . . . . . . . . 45

Searching for specific text within the archived

spooled file . . . . . . . . . . . . . . . . 46

Index searches . . . . . . . . . . . . . . . 47

Defining the index search . . . . . . . . 47

Changing the visual appearance of the spooled

file . . . . . . . . . . . . . . . . . . . . . 50

Sticky Notes and Line Notes. . . . . . . . . 51

Adding a sticky note . . . . . . . . . . . 52

Re-positioning a sticky note on the page . 53

Displaying the contents of a sticky note . 53

Hiding the contents of a sticky note . . . 53

Editing the contents of a sticky note . . . 54

Deleting a sticky note. . . . . . . . . . . 54

Printing options . . . . . . . . . . . . . . . 55

Print Page . . . . . . . . . . . . . . . . 55

Print Remotely . . . . . . . . . . . . . . 56

Exporting . . . . . . . . . . . . . . . . . 57

Working with Indexed Files

61

Searching by Report Type . . . . . . . . . . . 62

Selecting the Report Type . . . . . . . . 62

Using Index Definitions to Search . . . . 63

Searching using Linked Indexes . . . . . . . . 66

Further Reading . . . . . . . . . . . . . . . 69

1

C HAPTER

INTRODUCTION AND SYSTEM

CHAPTER 1

REQUIREMENTS

Introduction

Halcyon's Document Management System web-based graphical user interface (GUI) provides an easy way for staff to access or handle indexed spooled files, assign notes, apply print overlays and export data without the need for specialist skills or training. All documents can be viewed securely and remotely through a web browser. Using the appropriate security settings organizations have the option to allow their customers to carry out their own searches.

SQL Requirements and supported versions

This version of Document Management Suite requires SQL in order to store the system details used by the GUI. The following SQL versions are supported: ? SQL Server 2005 - 32bit/64bit ? SQL Server 2008 - 32bit/64bit ? SQL Server 2012 - 32bit/64bit ? SQL Server 2014 - 32bit/64bit For instructions on how to configure SQL for this product, please refer to the Halcyon manual Installing SQL Server Express Editions, available from halcyon which can be referenced for the configuration requirements when using a full version of SQL Server.

1- 1 D o c u m e n t M a n a g e m e n t S y s t e m G r a p h i c a l U s e r I n t e r f a c e

Minimum Hardware and Software Requirements

The following are the minimum specifications required for the installation and use of the Spooled File Manager Graphical User Interface (GUI).

System Requirements for Server Installation

Operating System:

? Windows Server 2008 R2 or higher

Prerequisite Software

Microsoft .Net Framework (v4.6 or higher)

In order to run Document Management System GUI .Net Framework v4.6 or higher must be installed on the server onto which the installation is being implemented. This can be downloaded from:



Microsoft SQL (one of)

? Microsoft SQL Server 2005 ? Microsoft SQL Server 2008 ? Microsoft SQL Server 2008 R2 (Workgroup, Standard or Enterprise

Edition) ? Microsoft SQL Server 2008 R2 Express

Note:

Existing SQL Installations

If Microsoft SQL is already installed on a different server, then that can be used as the destination database server. Use one of the following: ? Microsoft SQL Server 2008 R2 Native Client ? Microsoft SQL Server Native Client (2005)

Adobe Acrobat

To view exported reports from within the web interface you must have Adobe Acrobat Reader v8.0 or above installed.

Microsoft Internet Information Services (IIS)

A general installation of IIS (V6 or higher) is required. This is normally undertaken by your network administrator or in-house system configuration specialist.

1- 2 D o c u m e n t M a n a g e m e n t S y s t e m G r a p h i c a l U s e r I n t e r f a c e

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download