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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
c. Specify a storage lshould be on a file
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
tall DocPoint. The default location is
\do_it\docpoint'
ocation for the database and security informatio
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
By now you should have accom
Step 1: Decided whethe Step 2: Installed DocPoi
directories for the datab
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.
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
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
c. Specify a storage lshould be on a file
location initially d
Working With an
4. After installation is compldesktop, and login by pro
CHECKLIST
By now you should have accom
Step 1: Decided whethe Step 2: Installed DocPoi
directories for the datab
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
tall DocPoint. The default location is
\do_it\docpoint'
ocation for the database and security informatio
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
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
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.
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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.
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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
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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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