Client functionality is accessible through the Radix DM Grabber, which appears on the screen as a floating icon. This icon can be customised for individual users or all users within an organisation.
Every grabber image has the following:
Image Title: The name of the image as used within Radix DM Administration.
Make Global Default Image: If this is checked then this image is used by all users in the organisation.
Click Change… to browse to a file to use for this grabber image.
It is possible to maintain folder information for users and library groups that span more than one physical location. For example, some sites may dictate that files that belong to a particular library group are stored on a dedicated server so document delivery is improved over a network.
Every location has the following:
Location Name: The name of the location as used within Radix DM Administration.
Text Index Base Path: The default path of the text search engine index files for any library group that has this location. For efficiency it is best if the text index for each library group has its own distinct path.
Configuration File Name: This functionality has not been enabled for the current version of Radix DM.
Client Update Install File Path: The path where files to update the client are saved as part of the update process.
Default Document Queue Path: This functionality has not been enabled for the current version of Radix DM.
Default Save File Path: The default path of the saved documents for any library group that has this location. Please note that this value is only a base and that library groups must have different base paths.
Quarantine File Path: The path used to hold documents that are recognised by Radix DM as not being in their correct location. The Radix DM Crawler scans library group folders for documents that are not in the correct location and moves them to this folder for administrators to process.
Important note: these paths should be in the UNC format rather than local network mapped drives.
Radix DM can be configured to automate a number of processes to save documents which can trigger on various conditions within Microsoft Outlook. Many configurations are mutually exclusive.
The following options are available for configuration:
This option will cause a special dialog to appear when one or both of the following conditions are met:
Display After Email Send: This option will bring up the Action Dialog every time an email is sent from Microsoft Outlook. This will not trigger if the email is in the Personal folder.
Display After Email Close: This option will bring up the Action Dialog every time an email message is closed. This will not trigger if the email is in the Personal folder.
Display Delete Button: If this is checked, users will have the option to delete the email instead of saving it into Radix DM.
Display Move to Personal Button: If this is checked, users will have the option to move the email to a Personal subfolder under Inbox instead of saving it into Radix DM. If this folder does not already exist it will be created as part of this process.
Delete message if already saved in Radix DM: If the email message has been previously saved in Radix DM, then the document is not saved and is instead removed from the Sent Items folder.
This option will cause the Radix DM Document Save window to appear automatically when an email is sent. After the profile information is completed, Radix DM then processes the document according to one of the following options:
Save Email: The default option on the Save Dialog is for the email to be saved to Radix DM. This would leave the email in the Sent Items folder.
Move Email: The default option on the Save Dialog is for the email to be moved to Radix DM. This would also remove the email from the Sent Items folder.
Delete message if already saved in Radix DM: If the email message has been previously saved in Radix DM, then the document is not saved and is instead removed from the Sent Items folder.
Whenever an email is sent and this option has been enabled, the Action Dialog will appear, allowing the user to perform a number of actions as dictated by the following options.
(one or more of these must be selected)
These options refer to permitted user behaviour on the Action Dialog with respect to emails that have been sent.
Allow Move: If this is checked, users will be able to move the email that they have just replied with (in Sent Items) to Radix DM. This will leave the sent email in the Sent Items folder.
Allow Save: If this is checked, users will be able to save the email that they have just replied with (in Sent Items) to Radix DM. This will leave the sent email in the Sent Items folder.
Default: The corresponding option will be the default on the Action Dialog for the appropriate area.
(one or more of these must be selected)
These options refer to permitted user behaviour on the Action Dialog with respect to emails that are being replied to (if any).
Allow Save: If this is checked, users will be able to save the email that they have just replied to (in Inbox) to Radix DM immediately after saving the email that they replied with (in Sent Items). This will leave the original email in the Inbox folder.
Allow Move: If this is checked, users will be able to move the email that they have just replied to (in Inbox) to Radix DM immediately after saving the email that they replied with (in Sent Items). This will remove the original email from the Inbox folder.
Allow Don’t Save: If this is checked, the user will not be prompted to save the email that they have just replied to (in Inbox).
Default: The corresponding option will be the default on the Action Dialog for the appropriate area.
Enable Cancel button: If this button is checked, users will be able to close the Action Dialog without performing any operation.
Whenever an email is closed and this option has been enabled, the Action Dialog will appear, allowing the user to perform a number of actions as dictated by the following options.
(one or more of these must be selected)
These options refer to permitted user behaviour on the Action Dialog with respect to emails that have been closed.
Allow Move: If this is checked, users will be able to move the email that they have just replied with (in Sent Items) to Radix DM. This will leave the sent email in the Sent Items folder.
Allow Save: If this is checked, users will be able to save the email that they have just replied with (in Sent Items) to Radix DM. This will leave the sent email in the Sent Items folder.
Default: The corresponding option will be the default on the Action Dialog for the appropriate area.
Enable Cancel button: If this button is checked, users will be able to close the Action Dialog without performing any operation.
Each user of Radix DM can customise the order and format of fields that appear in the Document Search window. The Search Result Preferences Menu Item allows administrators to set the search preferences of all users or an individual user to be the same as another specified user.
To update search result preferences, complete the following fields:
Copy from User: This is the Windows logon name of the Radix DM user whose details are being copied.
In addition, one of the following check boxes must be selected:
Copy to All Users: If this check box is selected, then the search result preferences will be copied to every user in Radix DM.
Copy to Single User: If this check box is selected, then the search result preferences will be copied to only the user specified in Target User.
Copy to Selected Users: If this check box is selected, then the search result preferences will be copied to only the users specified in the Target Users. To select all members of a workgroup, choose the workgroup from the list provided in Users from Workgroup and click the Set button. This will modify the list of selected users to be only those who are members of that selected workgroup.
Users can customise the appearance of the client through the selection of a predetermined colour theme.
To change the default colour theme, select a new theme from the Skin drop down.