Library Administrator - Logging In

You can access Library Administration functions from both the Web Client and the FileHold Desktop Application (FDA). The Web Client has full access to all Library Administration functions while there is limited functionality in FDA.

The Library Administration features in FDA include:

• Schema management — Schemas, metadata fields, events and document and version control number fields.
• Workflow — Workflow templates and the Workflow Status Report.

These functions work fairly similarly to the original Web Client functions.

To login to Library Administrator from the Web Client

1. Open a Web Browser (Firefox and Internet Explorer are supported) and enter the path to the FileHold server. The Web Client Login path to the server follows this pattern:
   http://YOUR-FileHold-SERVERNAME/FH/FileHold/WebClient/LoginForm.aspx

   This may be set up as link on your desktop or from the FileHold Desktop Application (FDA) by selecting Administration > Library Administration from the menu bar.

2. Enter your Login, Password, and select the domain (if required) and click Log In.

3. Click the Library Admin link at the top of the screen.

This Library Administration section is only available to users designated as Library Administrators. Non-administrator users will not see the Library Admin link to the administration section. Once in Library Admin mode, the Library Administration panel appears.

To log out from Library Administrator in the Web Client

• Click Log Out.

To access the Library Administration functions in FDA

1. Log into FDA and go to Administration > Manage Schemas or Workflows.

See also:

Security

Creating the Library

Document Schemas

General Library Settings

Search Engine Configuration

Library Utilities

Reporting Services