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PaperVision EnterpriseAdministration andArchitecture GuideVersion 85.0

Information in this document is subject to change without notice and does not represent a commitmenton the part of Digitech Systems, LLC. The software described in this document is furnished under alicense agreement or nondisclosure agreement. The software may be used or copied only in accordancewith the terms of the agreement. It is against the law to copy the software on any medium except asspecifically allowed in the license or nondisclosure agreement. No part of this manual may bereproduced or transmitted in any form or by any means, electronic or mechanical, includingphotocopying and recording, for any purpose without the express written permission of DigitechSystems, LLC.Copyright 1997–2019 Digitech Systems, LLC. All rights reserved.Printed in the United States of America.PaperVision, the PaperVision logomark and ImageSilo are registered trademarks of Digitech Systems,LLC.PaperFlow is a trademark of Digitech Systems, LLC.Microsoft, Windows, SQL Server, Access, and .NET Framework are either registered trademarks ortrademarks of Microsoft Corporation in the United States and/or other countries.All other trademarks and registered trademarks are the property of their respective owners. TheMicrosoft Office User Interface is subject to protection under U.S. and international intellectual propertylaws and is used by Digitech Systems, LLC under license from Microsoft.PaperVision Enterprise contains text search technology provided under license by dtSearch . All rightsreserved.PaperVision Enterprise contains technology under license from Autonomy, Inc. All rights reserved.PaperVision Enterprise contains portions of imaging code owned and copyrighted by Pegasus ImagingCorporation, DBA Accusoft Pegasus, Tampa, FL. All rights reserved.PaperVision Enterprise contains portions of code owned and copyrighted by Aspose Pty Ltd. All rightsreserved.Digitech Systems, LLC8400 E. Crescent Parkway, Suite 500Greenwood Village, CO 80111Phone (303) 493-6900Toll Free (866) 374-3569www.digitechsystems.com

CONTENTSCHAPTER 1 IntroductionWelcomeLicensing InformationSystem RequirementsMinimum Software RequirementsMinimum Hardware RequirementsTerms You Should KnowAdministratorsData GroupDocumentsDetail SetsEntityEntity IDIndex ValuesProjectDate and Time Format InformationGet Product SupportAdministration Console AccessTo log in to the Administration ConsoleTo log out of the Administration ER 2 Global AdministrationGlobal Administration OverviewTo access global administration settingsAutomation Service Status TasksTo determine which automated processes are runningTo start an automation server processTo stop an automation server processTo delete an automation server processTo refresh an automation server processConfigure Multiple Automation Service ProcessesTo change the number of simultaneous processesDeletion QueueTo view the Deletion QueueTo refresh the Deletion QueueTo delete items from the Deletion QueueTo manually process an item in the Deletion QueueEmail QueueTo view the Email QueueTo view the properties of an item in the Email QueueTo delete items from the Email QueueTo refresh the Email QueueGlobal AdministratorsTo view global administratorsTo create a new global administratorTo refresh the Global Administrators listTo set a password for a global administratorTo delete a global administratorTo edit properties of a global 0303030313131313232333333

To access import functionsImport QueueTo view the Import QueueTo view the properties of an item in the Import QueueTo refresh the Import QueueTo delete an item from the Import QueueTo enable an item on the Import QueueTo disable an item on the Import QueueMonitored Import PathsTo view monitored import pathsTo create a monitored import pathTo refresh monitored import pathsTo delete a monitored import pathTo modify multiple monitored import pathsTo modify the properties of a monitored import pathImport LogsTo view Import LogsTo delete log entries for a date rangeTo export log entries for a date range to an XML fileTo archive log entriesTo view import log archivesTo refresh the Import LogsTo delete log entriesTo export log entries to an XML fileTo view the properties of a log entryLicensingTo view existing licensesTo add a new licenseTo bulk import licensesTo refresh the list of licensesTo delete a licenseTo view license propertiesMaintenanceTo access maintenance functionsMaintenance QueueTo view the Maintenance QueueTo refresh the Maintenance QueueTo delete items from the Maintenance QueueTo view the properties of an item on the Maintenance QueueMaintenance LogsTo view the Maintenance LogsTo refresh the Maintenance LogsTo delete log entriesTo export log entries to an XML fileTo view the properties of a log entryMigration JobsNotifications at the Global LevelTo view notificationsTo create a new notificationTo refresh the list of notificationsTo delete an item from the list of notificationsTo view the properties of a notificationProcess LocksTo view process locksTo refresh the list of process locksTo delete a process lockReport Management Errors4 4747484848484949494950

System SettingsTo access system settings functionsConfigure System SettingsTo access system settingsGeneral System SettingsTo set utilization limitsTo set options for server-side processingTo set the maximum number of display items for reports/notificationsTo set the server-side encryption keyTo set the client ping incrementData System SettingsTo set data processing itemsTo set options for data size managementTo set options for Report ManagementTo set options for log archivingReplication System SettingsReplication Destination PathsTo add replication destination pathsTo delete replication destination pathsReplication Journal Entry PathsTo add replication journal entry pathsTo edit a replication journal entry pathTo delete replication journal entry pathsEmail and Notifications System SettingsTo configure email settingsTo set the notification method for the global administratorLocal System SettingsTo configure local settingsTo configure automation service loggingConfigure Automation Service SchedulingAvailable OperationsTo open the Automation Service ScheduleTo add an automation service operationTo edit an automation service operationTo change the evaluation order for an automation service operationTo remove an automation service operationView Full-Text Queue StatisticsTo view full-text queue 575858585859606061616163636464656565CHAPTER 3 Entity ConfigurationEntity Configuration TasksTo view existing entitiesTo add a new entityTo change data group paths for all entitiesTo find an entity IDTo refresh the list of entitiesTo delete an entityTo set entity propertiesTo complete orphaned workstepsTo verify/create database indexes68686869697070707171CHAPTER 4 Entity AdministrationSetting Entity PropertiesTo access entity propertiesGeneral Entity PropertiesTo set the entity nameTo set database propertiesTo set entity paths747474747475Contents 5

To set migration job propertiesTo disable the entityTo disable utilization trackingContacts and Notification Entity PropertiesTo add a technical contactTo add a billing contactTo set the notification method for usersImport Entity PropertiesTo set the default import data group stateTo load COLD data and external documents into the full-text databaseTo keep data group database archives after importTo set the default import typeTo set import error handlingTo apply object changes during reloadTo set the default import copy settingsTo send email validation reports after importTo set data group auto-mappingDisplay Entity PropertiesTo set the default character case displayTo set the default document groupingTo set the default web document display methodTo display a notification when an upgraded document viewer is availableTo set file types to display in registered applicationTo set utilization report optionsBackup ProcessingTo access backup processing optionsBackup JobsTo view backup jobsTo add a backup jobTo refresh the list of backup jobsTo delete backup jobsTo edit the properties of a backup jobProcessing LogsTo view the Processing LogsTo refresh the Processing LogsCurrent ActivityTo access current activity optionsCurrent SessionsTo view the current user sessionsTo kill current user sessionsTo refresh the list of current user sessionsDocument GrantsTo view the active document grantsTo delete document grantsTo refresh the list of active document grantsLocked UsersTo view locked usersTo unlock a locked userTo refresh the list of locked usersNotifications at the Entity LevelTo view entity notificationsTo create a new notificationTo refresh the list of notificationsTo delete notificationsTo view the properties of a notificationData StorageTo access data storage optionsData Groups6 949495959596969696979797

To access data group functionsFilter the Data Groups ListTo filter the data groups listTo remove a filter from the data groups listRefresh the Data Groups ListTo refresh the data groups listPrint the Data Groups ListTo print the data groups listCreate New Attachment Data GroupsTo create a new attachment data groupImport Data GroupsTo import a data groupData Group Types for ImportAbout C.A.R. Data GroupsAbout XML Data GroupsPaperVision Package FilesModify Data Group PathsTo modify data group pathsResize Data GroupsTo resize data groupsMove Data GroupsTo move data groupsEncrypt and Decrypt Data GroupsTo submit data groups for encryptionTo submit data groups for decryptionMigrate Data GroupsTo migrate data groupsBack Up Data GroupsTo back up data groupsValidate Data GroupsTo submit selected data groups for validationTo submit all listed data groups for validationChange the Read/Write State for All Data GroupsTo change the Read/Write state for all listed data groupsEmpty Data Groups from the Recycle BinTo empty data groups from the Recycle BinRestore Data Groups from the Recycle BinTo restore data groups from the Recycle BinPurge Data GroupsTo purge data groupsEdit Data Group PropertiesTo edit data group propertiesMessage Capture File SetsTo access functions for Message Capture File SetsFilter the Message Capture File Sets ListTo filter the Message Capture File Sets listTo remove a filter from the Message Capture File Sets listRefresh the Message Capture File Sets ListTo refresh the Message Capture File Sets listPrint the Message Capture File Sets ListTo print the Message Capture File Sets listRoll Back Message Capture File SetsTo roll back Message Capture File SetsExport Message Capture File SetsTo export Message Capture File SetsEmpty Message Capture File Sets from the Recycle BinTo empty Message Capture File Sets from the Recycle BinRestore Message Capture File Sets from the Recycle 22123123124124124125125Contents 7