Installing the DocuNECT Web My Dashboard Module for v5.0

Installing and Configuring DocuNECT v5.0


This section provides instructions on how to install the DocuNECT Web My Dashboard module.

Before You Begin

1. The dashboard is a component of the DocuNECT Web application. Make sure the web application has been installed before installing the dashboard. Installing DocuNECT Web and Creating/Upgrading the Database
2. Make sure the Web Module Installer has been installed.
3. Locate the MyDashboard.zip file which can be downloaded from the Downloads page.

Installing the My Dashboard

1. Open the Web Module Installer and login into the database.
2. Browse to the IIS instance folder.
3. Browse the My Dashboard module zip file and then press the Install Module button.
4. The installer will prompt to run the My Dashboard connector to install the dashboard for all users. Note, this is recommended.
5. Grant IIS users write permission to DashboardTemp// folder and UplaodedImages folder in the Dashboard directory.

Manually Setting the Users Homepage

The homepage can be manually set by pasting the URL in either the user or the appropriate role. Note, these steps do not need to be followed if the connector was automatically run on installation.

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.

hompage.png

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>/modules/MyDashboard/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.

Editing the Template

You add your own content to the My Dashboard template by uploading a document to the System Templates cabinet called Splash Content. The following screenshot shows as example:

SpashContent.png

1. If you don't have a System Templates cabinet then create it with one index called Template Name.
2. Create your HTML and then upload the HTML document to the System Templates cabinet.