DocPoint QuickStart Guide

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DocPointHow to Quickly Deplo

February 3, 2008

Do-It! Software Ltd.

uickStart GuiDocPoint in Your Organization

e


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DocPoint QuickStart Guide

TABLE OF CONTENTS

Introduction ..........................................

Step 1: Choose a Database Acce

Step 2: Initial Client/Server Instal

Working With an Access Datab

Working With an SQL Databas

Step 3: Create Workgroups and U

Create User Workgroup ..............

Create User Accounts ...................

Step 4: Create a Cabinet and Fold

Create Filing Cabinets and Fold

Create Document Libraries ........

Step 5: Create Security Policies.....

Configure a Security Database .

Configure User Names and Acc

Configure Passwords ....................

Step 5: Deploy DocPoint In Your

Install DocPoint on a Users Co

Initialize DocPoint on a Users

DocPoint and SQL Server Express

Requirements ..................................

How to Attach a Blank DocPoin

Connect DocPoint to the SQL S

Contact Us ..............................................

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

s or SQL? ................................................................................

lation ........................................................................................

se ..............................................................................................

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

ser Accounts ..........................................................................

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

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

r Structure ............................................................................

ers ..............................................................................................

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

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

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

ss Permissions ....................................................................

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

rganization ...........................................................................

puter ......................................................................................

omputer .................................................................................

2005 ........................................................................................

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

t Database to the SQL Server ..........................................

rver Database .......................................................................

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DOCPOINTQU

INTRODUCTIONThis QuickStart guide provides d

Management Solution in a multiu

Setting up DocPoint on your serv

installing DocPoint on each and e

configuring DocPoint in a multi-u

1. Decide what type of datab2. Install DocPoint on the fir3. Create workgroups and u4. Create a cabinet and folde5. Create security policies.6. Deploy DocPoint in your

Choose a

databse:

Access or

SQL?

Install

DocPoint

on the first

workstation

ICKSTART GUIDE

tailed instructions on how to install the DocPoin

er environment.

r for the first time should take about 30 minutes

ery PC should take no longer than five minutes.

ser environment requires going through these ba

ase to use: Access MDB or Microsoft SQL.

st workstation.

er accounts.

r structure.

rganization.

Create

workgroups

and user

accounts

Create a

cabinet and

folder

structure

Create

security

policies

Page 3

Document

. After that,

nstalling and

sic steps:

Deploy

DocPoint


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STEP 1:CHOOSE A DADocPoint is a client/server applic

databases. If you already have an

works seamlessly with MicrosoftUsing the free Microsoft SQL Exp

editions, and requires working k

database maintenance.

If you don't want to get into the c

with an Access MDB database. Ac

and do not depend on advanced s

DocPoint up and running in less t

to SQL when you reach a point w

impede performance. It is import

experience slow response time w

working with more than 15 conc

mishandling, typically leaving Do

backup.

For step-by-step ins

2005 Express pleas

ABASE ACCESS OR SQL?ation that supports both Access MDB and Micros

SQL Server we recommend using it with DocPoi

SQL Express, which is a free version of Microsoft'ess is recommended for the Professional and Co

owledge of SQL Server installation procedures a

sts involved with setting up an SQL Server, you

ess databases are easy to install, require hardly

erver installations on your network. With Access

an half an hour. You can easily migrate from an

ere the volume of data and the number of concu

nt to note that Access databases have limitation

en working with a database of over 50,000 doc

rrent users. In addition, Access databases are se

Point running when leaving the office, which pr

ructions on how to setup DocPoint with Microso

see DocPoint and SQL Server Express 2005on pa

Page 4

ft SQL

t. DocPoint also

s SQL Server.porate DocPoint

d routine

an use DocPoint

ny maintenance,

you can have

ccess database

rent users

. You may

ments, or when

sitive to user

vents proper

ft SQL Server

e 17.


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STEP 2:INITIAL CLIENDocPoint stores metadata, which

files and documents are stored in

WORKING WITH AN ACCESS D1. Create the following direc

2. Download the latest versihttp://www.docpoint.biz

3. Install DocPoint on a worapplications before proce

a. Double-click the sb. Select where to in

'c:\program files

c. Specify a storage lshould be on a file

4. Restart your PC and launc5. SelectTools->Initialize fro6. Select MDB as the datab

you configured during ins

7. Press the 'Link to Dbase'8. To proceed, continue to S

/SERVER INSTALLATIONis information about your information, in its data

their native format in one or more predefined lo

TABASEtory structure on the file server:

n on DocPoint from

download_area.htmlstation PC (not the file server). Make sure you cl

ding with the installation.

tup package and follow the on-screen instructio

tall DocPoint. The default location is

\do_it\docpoint'

ocation for the database and security informatio

server in your local area network, typically \\fs\

h DocPoint.

m the menu to display the "Initialize" screen.

se format, and make sure the path to the databas

tallation, in step 3.c above.

utton to initialize DocPoint.

ep 3: Create Workgroups and User Accounts on p

Page 5

base. The actual

ations.

ose all office

s.

. This location

DocPoint\Dbase

e is the same as

ge 7.


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WORKING WITH AN SQLDAT1. Create the following direc

2. Download the latest versihttp://www.docpoint.biz

3. Install DocPoint on a worapplications before proce

a. Double-click the sb. Select where to in

'c:\program files


4. Attach a blank SQL datab5. Start configuring DocPoin

page 7.

CHECKLIST

By now you should have accom

Step 1: Decided whethe Step 2: Installed DocPoi

directories for the datab

BASEtory structure on the file server:

n on DocPoint from

download_area.html

station PC (not the file server). Make sure you cl

ding with the installation.

tup package and follow the on-screen instructio


\do_it\docpoint'


server in your local area network, typically \\fs\se to the SQL Server by following instructions on

t as described in Step 3: Create Workgroups and

lished the following:

to use an MDB or SQL database.

t on a workstation, setup the SQL server, and cr

ase, security information, and document reposit

Page 6

ose all office

s.

. This location

DocPoint\Dbasepage 17.

ser Accounts on

ated

ry.


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STEP 3:CREATE WORYou need to create a user account

DocPoint. A workgroup defines a

workgroups since it only supportand a single workgroup. In the C

workgroups, creates an inherent

create a three workgroups -- man

marketing workgroup will not ha

workgroup, and vice versa. Howe

in different workgroups and allo

CREATE USER WORKGROUP1. SelectTools->Workgroups2. Click on an empty row an3. Click on the Close button

GROUPS AND USER ACCOUNTSfor every person who requires access to inform

set of one user or more. The Personal Edition d

a single user. The Professional Edition supportrporate Edition you can create multiple workgro

ecurity system among DocPoint users For exam

agement, finance, and marketing. In such a setti

e access to information created by users in the f

er, you can easily grant one of the three access p

them to share information.

from the menu to display the "Workgroups" scr

specify a workgroup name.

hen you are done.

Page 7

tion stored in

es not support

multiple usesups. Using

le, you can

g, users in the

nance

rivileges to users

en.


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CREATE USER ACCOUNTS1. SelectTools->User Accoun2. Click on an empty row an

Active: Select the 'Acticheck box if you want

Last name: Enter the First name: Enter the Title: Enter the user's Position: Enter the us Email: Enter the user' Workgroup: Select to Click Close when you

ts from the menu to display the "User Account" s

specify the following:

ve' check box to enable the user. You can deselec

to temporarily revoke the user's access privilege

ser's last name.

ser's first name.

title, for example 'Mr.'

r's position, for example 'Marketing Manager'.

email address.

hich workgroup the user belongs to.

are done.

Page 8

reen.

t the Active'

s.


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STEP 4:CREATE A CABDocPoint has a flexible filing stru

filing structure is based on a hier

folders. For example, a 'MarketinAnalysis,' and 'Newsletters'. Each

used in paper-based offices, and c

paper-less office.

CREATE FILING CABINETS AND1. SelectTools->Cabinets an

screen.

2. Select the 'Explorer' tab.3. Click on the topmost item4. Enter a name for the new5. Enter a description in the6. Press the 'Add New Cabin

INET AND FOLDER STRUCTUREture that adapts to the way you store informatio

rchical cabinet/folders principle - cabinets that i

' cabinet can contain three folders, 'Brochures', 'folder can contain more subfolders. This filing m

an be quickly mirrored into DocPoint, presentin

FOLDERSFolders from the menu to display the "Cabinets

in the cabinet and folder explorer.

cabinet in the 'New Cabinet Name' field.

'New Cabinet Description' field.

et' button.

Page 9

. DocPoint's

nclude many

ompetitiveethod is widely

you with a true

nd Folders"


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CREATE DOCUMENT LIBRARIEDocPoint stores your files and do

directories that will serve as your

are mapped to physical storage lo

finance to the physical storage l

file or document. Do not remove t

To create a document library:

1. SelectTools->Document Liscreen.

2. Press the Create button to

3.

Enter a name that describdescription field.

4. Specify the full path availlibrary field.

5. Press the Create button.You can repeat the previous two

Cancel/Close button when you ar

uments in their native format. You need to confi

document repository. Document libraries are lo

cations. For example, you can map a document l

ocation //fs/docs/finance/. In this way, users

he built-in library called SharedLib.

braries from the menu to display the "Document

display the "Create New Library" screen.

es the document library you want to create in th

ble for files stored in the new document library i

tages to create additional document libraries, or

e done.

Page 10

gure one or more

gical names that

brary called

annot misplace a

Libraries"

Library

n the Full path of

press the


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STEP 5:CREATE SECU

To access DocPoint's Security Co

CONFIGURE A SECURITY DATAWhen you installed DocPoint you

to direct DocPoint to that locatio

1. Click on the security grou

CHECKLIST




Step 3: Created workgro Step 4: Created a cabine

ITY POLICIES

sole click on the 'Security' icon in the 'DocPoint'

ASEdefined a folder that stores the security databas

. Do the following from DocPoint's Security Con

tab.


to use an MDB or SQL database.t on a workstation, setup the SQL server, and cr


ups and user accounts.

/folder structure and setup document libraries.

Page 11

program group.

. You now need

ole:

ated

ry.


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2. Under Join an existing sewindow to select the fold

database is do_it.mdw

3. After selecting the folder,CONFIGURE USER NAMES AND

1. Click on the Permissionsconfigured in Step 3.

2. Define a username for eac3. For each user, configure h

checkboxes. The Readpe

permission allows the use

the user to view and edit

4. When done, click

urity Dbase, press the ... button on the right ha

r that contains the security database. The name

press the join button.

CCESS PERMISSIONStab, and press the refresh button to see the list o

h user in the User Name column.

is access privileges by selecting the Read, Writ

mission allows the user only to view documents.

r to view and also edit documents. TheAdmin p

ocuments, and configure system settings.

Page 12

d side of the

f security

users you

, and Admin

The Write

rmission allows


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CONFIGURE PASSWORDSClick on the passwords tab and p

1. Select a user from the Us2. Define a password for thi3. Type the password again4. Press the Apply button.

After configuring DocPoint's secu

whenever you start DocPoint.

rform the following for each user:

rname combo box.

user, and type it in the New text field.n the Verify text field.

rity settings you will need to enter a username a

Page 13

d password


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STEP 5:DEPLOY DOCPAt this stage, you have DocPoint ias database. You also have define

left to do is to install DocPoint for

file server.

INSTALL DOCPOINT ON A U1. Download the latest versi

http://www.docpoint.biz

2. Make sure you close all of3. Install DocPoint on a wor

applications before procea. Double-click the sb. Select where to in

'c:\program files


location initially d

Working With an

4. After installation is compldesktop, and login by pro

CHECKLIST




Step 3: Created workgro Step 4: Created a cabine Step 5: Secured DocPoi

OINT IN YOUR ORGANIZATIONstalled on your file server using either Access Mworkgroups, user accounts, and security privil

every user on his computer and link him to the

ERS COMPUTERn on DocPoint from

download_area.html

ice applications before proceeding with the inst

station PC (not the file server). Make sure you cl

ding with the installation.tup package and follow the on-screen instructio


\do_it\docpoint'


server in your local area network, and be exactl

efined in Working With an Access Database on

SQL Database on page 6.

ete, activate DocPoint by clicking the DocPoint ic

iding the administrators username and passwo


to use an MDB or SQL database.t on a workstation, setup the SQL server, and cr


ups and user accounts.

/folder structure and setup document libraries.

t and created document libraries.

Page 14

BD or SQL Serverges. All that's

atabase on the

llation.

ose all office

s.

. This location

the same as the

age 5, or in

n on the

d.

ated

ry.


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INITIALIZE DOCPOINT ON A

1. SelectTools->Initialize fro

2. Configure your database:a. If you are using ab. If you are using a

i. Select the 'ii. Press the '

POST_BD.

Access Dat

3. Select the short date formMM/dd/yy. All PCs need t

Settings' button to access

4. Press the 'Link to Dbase'After successfully initializing Doc

under 'Name of Outlook Folder' t

contains your contact details and

USERS COMPUTER

m the menu to display the "Initialize" screen.

SQL database follow initialization instructions o

MDB database:

'MDB' radio button.

...' button under 'MDB' and select the database fil

MDB, located in the directory you defined in Wo

abase on page 5.

at that suits your regional setting by selecting dd

o share the same regional. You can press the 'Op

Window's regional settings screen.

utton to initialize DocPoint.

oint, return to the 'Initialize' screen and press t

configure your Outlook contacts folder. Select t

press 'OK'.

Page 15

page 14.

called

rking With an

/MM/yy or

n Regional

e '...' button

e folder that


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DOCPOINT AND SQLS This section contains instructions

How to attach a blank DocPoi

How to connect DocPoint run

REQUIREMENTS

Microsoft SQL Server Expre2005.

Microsoft SQL ManagementExpress.

You can download Microsoft SQL

http://msdn.microsoft.com/vstu

You can download the Microsofthttp://www.microsoft.com/dow

5A0F62BF7796&displaylang=en

HOW TO ATTACH A BLANK DO

Download a blank database a

a) Download the SQL databab) Extract the content of the

two files: DocPoint.MDF

c) Create the following direc

d) Copy DocPoint.MDF and Perform the following on you

a) Start the SQL Server.

RVER EXPRESS 2005detailing:

t database to Microsoft SQL Server Express 200

ing on a client PC to the SQL server.

s 2005: a free, easy-to-use, lightweight version

Studio: a free graphical tool for managing SQL S

Server Express 2005 here:

io/express/sql/download/

QL Management Studio here:loads/details.aspx?FamilyID=C243A5AE-4BD1-

POINT DATABASE TO THE SQLSERVER

d create a directory structure on the file server:

se from www.docpoint.biz/downloads/docpoint

zip file to a temporary directory. After extraction

nd DocPoint.LDF.

tory structure on the file server:

DocPoint.LDF to the DocPoint\Dbase directory

file server:

Page 17

.

f SQL Server

rver 2005

E3D-94B8-

sql_db.zip

you should find

.


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b) Start the Microsoft SQL Management Studio and connect to the SQL Server.

Page 18


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c) Right-click on 'Databases

' and select'Attach...'

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d) Click 'Add' from the 'At ach Database' window.

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f) The 'Attach Database' wi

g) Press the 'OK' button to c

ndow should display the database you selected.

ntinue.

Page 22


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h) Right-click on Logins an select New Login.

Page 23


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i) Select a group, user, or usrecommend that you sele

a. In the Login namb. Click OK.

rs that you want to grant permission to DocPoin

t the Domain Users group by doing the followin

field type \Domain Us

Page 24

t. We

g:

rs.


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j) Right-click the group youUsers), and select Prope

just added (in the example above the group is cal

ties.

Page 25

led Domain


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k) In the Properties screena. In the Database cb. In the lower half o

check db_owner

c. Click OK.

select User Mapping, and set the following:

olumn, check DocPoint.

f the screen (titled Database role membership fo

.

Page 26

r: DocPoint)


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CONNECT DOCPOINT TO THE S

Perform the following from any P

a) Install DocPoint on the PCb) In DocPoint, go to 'Tools-

Select the SQL radio butto

The default Dbase Name

c) Click on the 'Create an Od) Click on the 'Link to Dba

You can now start configuring Do

Accounts on page 7.

LSERVER DATABASE

C in the LAN:

.Initialize'.

n and configure the SQL Server Name, DSN, and

nd DSN are docpoint.

BC Connection' button.

e' button.

cPoint as described in Step 3: Create Workgroups

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Dbase Name.

and User


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Documents

DocPoint QuickStart Guide