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
- Document usage log
These functions work fairly similarly to the Web Client functions.
To login to Library Administrator from the Web Client
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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.
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Enter your Login, Password, and select the domain (if required) and click Log In.
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Click the Administration > Full administration menu link at the top of the screen.
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.
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
- Log into FDA and go to Administration > Manage Schemas or Workflows.