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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:

These functions work fairly similarly to the 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 is a link on your desktop or from the FileHold Desktop Application (FDA) by selecting Administration > Web administration panel from the menu bar.
  1. Enter your Login, Password, and select the domain (if required) and click Log In.

  2. Click the Administration > Full administration menu link at the top of the screen.

Administration panel link

Some frequently accessed library administration functionality can be found under the Administration menu for both the Web Client and FileHold Desktop Application (FDA). This provides quick easy access to specific administrative functionality without the need to leave or lose the information on the current library screen.

The full administration menu can be accessed:

  • In the Web Client, click Administration and select Full administration menu
  • In the FDA, from the Administration menu, select Web Administration Panel > Full administration menu.

All users have access to the Administration panel but depending upon the role used to log into the Web Client, only the functionality that the user is able to access is shown in the administration panel. As a system administrator, you have access to everything in the Administration panel.

In the Administration panel, a setting called Solo Mode can be enabled so only one section of the Administration panel will expand at a time. If Solo Mode is disabled, then all of the sections can be expanded and the Collapse All button is available.

Administration panel

The following areas in the Administration Panel is available to library administrators. Note that for Cabinet administration and Library administration roles, the menu items are only available for those cabinets they are an owner of in the library tree.

Menu Item Location in  Administration Panel

Minimum Role Required to View Menu Item in Administration Panel

Library management > Undo checkout

Cabinet administration

Library management > Change document owner

Cabinet administration

Library management > Change cabinet/folder owner

Cabinet administration

Library management > Recover documents

Cabinet administration

System management > Import jobs

Senior Library Administration

System management > OCR queue status

Senior Library Administration

System management > Full text search > Status

Library Administration

System management > Full text search > Unindexed files

Library Administration

System management > Full text search > Errors

Library Administration

Administration reports > Document usage log

Cabinet Administration

Administration reports > Library audit log

Senior Library Administration

Administration reports > Batch jobs report Document publisher

Library configuration > General

Senior Library Administration

Library configuration > Document schemas

Library Administration

Library configuration > Metadata fields

Library Administration

Library configuration > Control fields

Library Administration

Library configuration > Events

Library Administration

Library configuration > Workflow templates

Library Administration

Library configuration > Courier templates

Library Administration

Library configuration > Extraction Rules

Senior Library Administration

 

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.