- Create Groups and Configure Permissions – see “Create Groups”.
- Create Roles and Configure Permissions – see “Create Roles”.
- Create Users and Configure Permissions – see “Create Users”.
- Assign Users and/or Groups to Groups and/or Roles – see “Assign a Role to a Group” and “Add Users to a Group or Role”.
- Set up Access Control Lists – see “Create Access Control Lists”.
- Configure Storage Devices and Depots – see “Create Devices and Depots”.
The following chapters describe how to create Custom Field Types, Data Definitions and Search Templates. They also explain how to Publish a Data Definition and include some examples to help explain the functionality provided:
- Create Custom Field Types – see “Create Custom Fields”.
- Create Data Definitions – see “Create Data Definitions”.
- Create Style Sheets – see “Create Style Sheets”.
- Create Search Templates – see “Create Search Templates”, “Create Document Routes”, and “Create Document Inventory Search Template”.
- Configure Custom Security – see “Create Custom Security for a Data Definition”.
The chapter, “Additional Configuration” on page 173, provides examples on how to set up Data Format Information, Full Text Indexing, Automated Indexing Options, Plug-in options and Retention Policy schedules.
The next set of chapters describe how to use the Data Definitions and Search Templates as part of common DataStore®DSX tasks.
- Import documents in to DataStore®DSX so they can be indexed and stored – see “Import Documents”.
- Index documents prior to storage so their data can be retrieved by searching for identifying field values – see “Indexing Studio”.
- Retrieve information by searching stored documents using the index fields – see “Search Documents”.
- Re-index documents retrieved from a search – see “Re-Indexing Documents”.
The next set of chapters contain more detailed information on Management Studio, Indexing Studio and Searching Client:
For details about the menus, buttons and options in:
- Management Studio – see “Management Studio”.
- User and Group Synchronization, Automated Indexing options, Data Format Information, Full Text Indexing options, Plug-in options and Retention Policy options – see “Configuration Options”.
- Custom Field Type Editor – see “Custom Field Type Editor”.
- Data Definition Editor – see “Data Definition Editor”.
- Search Template Editor – see “Search Template Editor”.
- Style Sheet Editor – see “Style Sheet Editor”.
- Performing Automated Indexing – see “Automated Indexing”.
- Resource Auditing options – see “Resource Auditing”.
- Storage options – see “Storage”.
- Options for Users, Groups and Roles – see “Users and Groups”.
- Indexing Studio – see “Indexing Studio”.
- Scanning window – see “Scanning Window”.
- Importing window – see “Importing Window”.
- Searching Client – see “Searching Client”.
The last section of the book includes information which will help you use DataStore®DSX but which is not essential for day-to-day use.
- For information on the settings used to create a password policy, see “Password Requirements”.
- For information on what Regular Expression components are supported (to provide validation rules for Index Fields), see “Regular Expressions”.
- For information on the file format required for configuring Bulk Image Imports, see “Bulk Image Import File Format”.
- For information on using the DataStore®DSX Add-ins for Microsoft Office application, see “Office Add-ins”.
- For an explanation of the shortcuts available in Indexing Studio, see “Indexing Studio Shortcuts”.
- For a list of barcodes which are recognised by Indexing Studio, see “Supported Barcodes”.
- For a list of cheque scanners which have been validated with Indexing Studio, see “Validated Cheque Scanners”.
- For an explanation of the search parameter syntax and some examples, see “Search Parameters Syntax”.
- To edit the default maximum number of search tabs available in Searching Client andViewing Client, see “Set the Maximum Number of Search Tabs”.
- For information about Rich text Format support, see “RTF Document Support”.
- For information about changing the resolution of displayed PDFs and Loading PDFs, see “Displaying High Quality PDFs”.
- For information about editing the default Server’s Host Settings to enable easier connection to different servers, see “Connecting to a Different Server”.