Installing DocuNECT Web Dashboard v4.7

Installing and Configuring DocuNECT v4.7


This section provides instructions on how to install the DocuNECT DM dashboard.

Before You Begin

1. The dashboard is a component of the DocuNECT Web application. Make sure the web has been installed before installing the dashboard. Installing DocuNECT Web and Creating/Upgrading the Database
2. Locate the dashboard.zip file which can be downloaded from the Downloads page. Once located, extract the files in the zip file to a temporary folder.

Installing the Dashboard

1. Copy the Dashboard folder to the DocuNECT instance folder, /Inetpub/wwwroot/DocuNECTWeb/<Instance Name>.
2. Grant IIS users write permission to DashboardTemp// folder and UplaodedImages folder in the Dashboard directory.
3. Copy the DLL files from Dashboard/bin to the /Inetpub/wwwroot/DocuNECTWeb/<Instance Name>/Dashboard/bin folder. Note, the PSG.CMS DLLs do not need to be copied.
4. In the System Settings, set the Web Site URL to http://<ServerName>/DocuNECTWeb/<InstanceName>

Manually Setting the Users Homepage

The homepage can be manually set by pasting the URL in either the user or the appraise role
1. Set the homepage for users or roles to the following address:

http://<ServerName>/DocuNECTWeb/<InstanceName>/Dashboard/index.html

The following screenshot shows the homepage configuration for users and roles.

homepage.JPG

Using the Dashboard Manager Connector

The dashboard manager can be used to globally set the homepage for all users, a list of users and/or roles.
1. In the Connectors tab install the Dashboard Manager connector contained in the dashboard.zip install file.
2. There are two parameters for this connector.

Parameter Description
Web Site URL This is the URL of the dashboard. Unless additional configurations have been made, the URL will be:

http://<ServerName>/DocuNECTWeb/<InstanceName>/Dashboard/index.html

Where:
<ServerName> - The DocuNECT web server.
<InstanceName> - The instance name of the DocuNECT system.

Dashboard Target The target user homepages to be updated by the connector. Values:
USER=<list of comma separated users>
ROLE=<list of comma separated roles>
SYSTEM - for all users.

Creating the CDT Tables

The following two tables need to be created

Table Name: My Documents
Table Description: This table manages the My Documents for each user, including the My Favorites, My Tracking, and the DropBox integration.

The following table contains the fields:

Field Name Field Description
userid Text (50)
documentid Text(50)
cabinetid Text(50)
documentmode Text(50)

Table Name: Role Documents
Table Description: This table manages the Role Documents list on the Dashboard.

The following table contains the fields:

Field Name Field Description
roleid Text (50)
documentid Text(50)
cabinetid Text(50)

Editing the Template

Use the HTML tag below to insert template content (i.e. "splash page"):
<div id="[TEMPLATE NAME]" class="templateContent"></div>