Series 6 Technical Administration Manual SP 6.2B

ACCREDITED PARTNER TECHNICAL ADMINISTRATION TRAINING MANUAL SERIES 6 TECHNICAL ADMINISTRATION Invu Services Limited © 2009 TRAINING SERVICE PACK 6.2b Technical Administration Manual Series 6 Service Pack 6.2b Page 1 of 378 TABLE OF CONTENTS Outline - Series 6 Technical Administration Course Two............................................................................ 7 Series 6 – Introduction .................................................................................................................................. 14 The Series 6 Modes .................................................................................................................................... 14 Workspace .................................................................................................................................................. 15 Searching Principles .................................................................................................................................. 16 Exploring ..................................................................................................................................................... 19 Resource Portal .......................................................................................................................................... 20 Revision Control ......................................................................................................................................... 21 Audit Control .............................................................................................................................................. 22 Basic System Configuration ......................................................................................................................... 26 Free Trial Registration and the Wizard .................................................................................................... 26 Fully Register Series 6 ............................................................................................................................... 29 Privileges for the Administrator ............................................................................................................... 31 File and Save Administration ....................................................................................................................... 34 Preparation ................................................................................................................................................. 34 Filing Cabinet and Folders ........................................................................................................................ 34 Information Types ..................................................................................................................................... 34 Standard Documents ................................................................................................................................ 34 Document References .............................................................................................................................. 34 The Filing Cabinets .................................................................................................................................... 36 Create a New Filing Cabinet ..................................................................................................................... 36 To Edit a Filing Cabinet or Folder ............................................................................................................. 37 Add a New Folder ..................................................................................................................................... 38 To Copy a Folder or Filing Cabinet........................................................................................................... 40 To Move (Cut) a Folder ............................................................................................................................ 41 View Folder Properties ............................................................................................................................. 42 Edit Folder Security .................................................................................................................................. 42 Edit Members and Information Types....................................................................................................... 43 To Delete Folders or Filing Cabinets ........................................................................................................ 44 To Move all Document from one Folder to Another ................................................................................. 45 Lab 1 - Create the Company Filing Cabinet ............................................................................................. 46 Fixed Lists ................................................................................................................................................... 47 Creating a Fixed List ................................................................................................................................. 47 Import Fixed List Values from a File ......................................................................................................... 49 Create a Fixed List with Manual Links ...................................................................................................... 52 Create a Fixed List with Imported Values and Links ................................................................................ 56 Show Existing Fixed Lists ......................................................................................................................... 62 Edit an Existing Fixed List ........................................................................................................................ 62 Delete a Fixed List .................................................................................................................................... 62 Lab 2 - Create Fixed Lists .......................................................................................................................... 64 Document References ............................................................................................................................... 65 Create a Document Reference ................................................................................................................. 65 Regular Expression Basics ....................................................................................................................... 67 View Existing Document References ....................................................................................................... 76 Edit an Existing Document Reference ...................................................................................................... 77 Page 2 of 378 Invu Services Limited © 2009 Technical Administration Manual Series 6 Service Pack 6.2b Delete an Existing Document Reference ................................................................................................. 77 Lab 3 - Creating Document References ................................................................................................... 78 Standard Documents ................................................................................................................................. 79 Create a Standard Document ................................................................................................................... 79 Show Existing Standard Documents ........................................................................................................ 82 Remove a Document Reference from a Standard Document .................................................................. 83 Edit an Existing Standard Document ........................................................................................................ 84 Delete an Existing Standard Document ................................................................................................... 84 Lab 4 - Creating Standard Documents ..................................................................................................... 85 Information Types ...................................................................................................................................... 86 Create an Information Type ...................................................................................................................... 86 View an Existing Information Type ........................................................................................................... 88 Delete Existing Information Type .............................................................................................................. 88 Associate Information Types to a Folder .................................................................................................. 89 Lab 5 - Information Types ......................................................................................................................... 91 Edit a Document Reference Associated to a Standard Document ....................................................... 92 Edit Length of a String Field ..................................................................................................................... 93 Edit the Validation Tab ............................................................................................................................

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