SentryFile Document Management Administration Manual

(1)

(2)

(3)

Overview

This administrator’s Manual should be considered a supplement to the User’s Guide. The purpose of this manual is to explain four of the more advanced features of SentryFile. These features are:

• Installation Procedure

• Configuring NT/2000 Authentication • Configuring Full-Text Search

• Configuring Process Folders

This manual is written for administrators with an IT background and assumes some knowledge of Windows NT/2000 User/Groups/Permissions. We also assume that the reader has some familiarity with Internet Information Server and Index Server.

(5)

Installation Procedure

Visit http://www.sentryfile.com to download the latest version of the SentryFile product. Use “Try and Buy” link to download the trial version of the product. You can unlock the software later by purchasing a registration code from sentryfile.com or your SentryFile Authorized Partner.

Download the SentryFile Installer (sentryfile40.exe) and save it to the desktop of your server.

Double click the installer file, follow the on-screen steps to install the software. Once the installation is complete, there are 5 configuration steps required before the software is ready to use.

Step 1: Alter Folder Permissions Step 2: Alter Temp Permissions Step 3: Configure IIS

(6)

Step 1: Alter Folder Permissions

Alter Folder Permissions

SentryFile uses Internet Information Server included with you operating system to serve out the application pages to your users. Internet Information Server connects to your file system using two local windows usernames. These local usernames are

IUSR_[your_computername] and IWAM_[your_computername]. These two local usernames must be given "full control" over your SentryFile installation folder (typically c:\SentryFile).

(7)

Windows 2000 Server/Professional, Windows 2003 Server

(8)

(9)

(10)

(11)

Click the "Security" tab and select "Add". Locate and select the

(12)

(13)

(14)

Windows XP Professional

(15)

(16)

(17)

(18)

(19)

(20)

(21)

(22)

(23)

(24)

Step 2: Alter Temp Permissions

SentryFile's PDF manipulation features require access to your Windows "Temp" folder. The process is very similar to Step 1. Whenever SentryFile accesses your local filesystem it uses the IUSR_[your_computername] and IWAM_[your_computername] user

accounts. These two local usernames must be given "full control" over your Windows Temp folder (typically c:\Windows\Temp).

(25)

(26)

(27)

(28)

(29)

(30)

(31)

(32)

(33)

(34)

(35)

(36)

(37)

(38)

(39)

(40)

Step 3: Configure IIS

(41)

(42)

(43)

(44)

(45)

(46)

(47)

(48)

(49)

Click "Finish"

(50)

(51)

(52)

(53)

(54)

(55)

(56)

(57)

(58)

(59)

(60)

(61)

(62)

Step 4: Configure Index Server

(63)

(64)

(65)

(66)

(67)

(68)

(69)

Next, we must locate the "Documents" folder within your SentryFile Application folder to set this value as the "Path" of the directory. Typically this is

(70)

(71)

(72)

(73)

(74)

(75)

(76)

(77)

Next, we must locate the "Documents" folder within your SentryFile Application folder to set this value as the "Path" of the directory. Typically this is

(78)

(79)

Step 5: Test Your Installation

SentryFile has now been successfully installed onto your computer. Next you will need to test your installation. To do this open your "Microsoft Internet Explorer" and visit:

http://localhost/SentryFile/default.asp or http://127.0.0.1/SentryFile/default.asp

This will display the SentryFile Sign On screen. Your default username and password is: Username: admin

(80)

(81)

Configuring NT/2000 Authentication

Many organizations have a Windows NT/2000 network already in place. SentryFile can leverage some of this infrastructure to simplify it deployment. Specifically, SentryFile can authenticate users against your Windows NT/2000 Domain. This relieves the need for users to memorize yet another username/password. This also relieves IT staff from having to retrieve lost passwords for users.

To configure SentryFile for NT/2000 Authentication there are 5 steps: 1. Add NT/2000 usernames to the SentryFile Userlist.

(82)

Step 1: Add NT/2000 usernames to the SentryFile Userlist

First you must add at least one username from your NT/2000 userlist into the SentryFile userlist. Log into SentryFile as a user who has the ability to add new users and access Global Options. Click “Management” then choose “Users”

Add a user, enter the username as “[NT/2000Domain]\[NT/2000Username]”, the password field is ingnored for NT/2000 Authentication.

(83)

(84)

Step 2: Switch Authentication mode within SentryFile

Next you must

Click on “Global Options”

Change “Authentication Scheme” to “Windows NT/2000” Click “Apply Changes”

(85)

Step 3: Set the appropriate permissions on application folder

Use Windows explorer to locate the “SentryFile” application folder. This is typically “C:\SentryFile”, or “d:\SentryFile”.

(86)

Use this dialog to add all the users that you want to be able to access SentryFile. The users that you choose must be given “Full Control” permissions on the “SentryFile” folder.

(87)

Disable Anonymous access to SentryFile Virtual Directory in IIS

Click “Start” -> “Programs” -> “Administrative Tools” -> “Internet Services Manager” Locate the “SentryFile” Virtual Directory

Right click the “SentryFile” Virtual Directory and choose “Properties”

(88)

(89)

Step 5: Test

Attempt to log into SentryFile again from a computer other than the server (Internet Explorer will use your server login account if you connect from the server). You will be prompted with the following:

(90)

Configuring Full-Text Search

Full-Text Search allows users to search for documents by specifying keywords which exist within the document. This is an extremely powerful tool. SentryFile’s Full-Text Search is based upon the Microsoft Index Server included with Windows 2000. You must have Index Server installed to use SentryFile’s Full-Text Search features. Instruction on how to install Index Server are included with your Windows 2000 documentation.

By default, Index Server support Microsoft Office Documents, HTML, text files etc… However if you wish to perform full text retrieval on PDF documents you must download a plug in from Adobe, it’s free of charge and is available here:

http://www.adobe.com/support/downloads/detail.jsp?ftpID=1276

Once Index Server is installed and you’ve installed the PDF plug-in from Adobe, you’re ready to configure it for SentryFile. There are 3 steps involved:

1. Create the Catalog for SentryFile documents in Index Server 2. Enable Full-Text Searching within SentryFile.

(91)

Step 1: Create the Catalog in Index Server

Click “Start” -> “Settings” -> “Control Panel” -> “Administrative Tools” -> “Computer Management”

(92)

(93)

(94)

(95)

(96)

Step 2: Enable Full-Text Searching within SentryFile

Now, log into SentryFile as a user who has access to Global Options. Click “Management” -> “Global Options”

Place a “Checkmark” in the option for “Enable Full-Text Search”.

(97)

Step 3: Test

(98)

Configuring Process Folders

Process folders allow you to integrate third party application into SentryFile. Essentially, how it works is when a user uploads a document and “Process Folders” is enabled, the user is given the option to move a file to the “Process Folder”. Essentially, SentryFile is handing off the document to a location where another application can pick it up. This is called the “In” box (c:\SentryFile\documents\in\).

(99)

Getting Assistance

SentryFile offers a wide range of support options to meet any requirement. First, we offer a variety of “Free” support resources. These are

• Free “in-version” updates • Free Online Training Videos • Free Support Knowledge Base

• Free Live Chat with Customer Support Reps (When Available). • Free Support Forum

All free support resources can be accessed by visiting: http://www.sentryfile.com/support/

These resources are typically more than enough to answer any questions you may have. However, if you require additional “one-on-one” assistance we offer “Premium Support”. These support services include:

• Direct Email Support • Telephone Support

• WebEx Remote Desktop Support

(100)