Radix DM Administration Tutorial
Step 11: Administration - Base Paths
There are a few more additional features with workgroups and library groups that can be helpfully illustrated through our tutorial scenario. Our first step is to create a new library group for business plans that only management can access. Add a ...
Step 10: Administration - User Fields and User Categories
Before working with User Fields and User Categories, add the remaining users to Radix DM as you did with Jenny Jones. These users' names are "Greg Davidson", "Susan Anderson" and "Jack Smith"; set their user type to "User" and make each of them make ...
Step 9: Administration - Remote Database Fields
Sometimes the field information to be stored with a document can come from an external source. This could happen when an organisation maintains other databases, like customer management or billing systems. This type of data can be accessed via a ...
Step 8: Administration - Searching for Documents
For Jenny to use her documents, she needs to be able to retrieve them from Radix DM. To do this, she once again needs to use the program known as the Grabber. To start using the Radix DM Grabber, simply select Start > Programs > Radix DM > Radix ...
Step 7: Administration - Saving a Document
Now that Jenny has done all the work to set up a library group for her correspondence, she is interested in entering them into the Radix DM database. To do this, she needs to start the Radix DM Grabber. To start using the Radix DM Grabber, simply ...
Step 6: Administration - Users
One important facet of document management is the need for security. Not all documents should be accessible to all users. For example, Jenny's business plans contain sensitive information that only she need know. To control users' access to ...
Step 5: Administration - Workgroups
One important facet of document management is the need for security. Not all documents should be accessible to all users. For example, Jenny's business plans contain sensitive information that only she need know. To control users' access to ...
Step 4: Administration - Library Groups
Jenny needs to choose on a strategy for organising her documents. She decides to start with the simplest, a repository for documents related to customer correspondence. This is called a Library Group. This way she will know that this ...
Step 3: Administration - Fields
When stored in Radix DM, all documents are assigned some information as standard. This includes information like the date the document was stored, the author of the document and its title. However to store additional information, Jenny will need to ...
Step 2: Scenario
Jenny Jones is the manager of Northwind Office Supplies, an office supplies business with two offices, in Brisbane and the Gold Coast. Jenny and another co-worker Greg Davidson work in the Brisbane office, and Jack Smith and his assistant, Susan ...
Step 1: Getting Started
The Radix DM Grabber is the local client program that gives users access to the functions of Radix DM, including save, search and administration. To start using the Radix DM Grabber, simply select Start > Programs > Radix DM > Radix DM Client from ...