Enaio® System-Handbook DMS

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Enaio® System-Handbook DMS Software Documentation enaio® System-Handbook DMS Version 9.0 optimal-systems.de Software for Movers and Shakers. All software products and all related programs and functions are registered and/or used trademarks of OPTIMAL SYSTEMS GmbH, Berlin or one of its companies. They may only be used with a valid license agreement. The software and its associated documentation are protected by German and international copyright law. Unauthorized duplication and sales is plagiarism and subject to criminal prosecution. All rights reserved, including reproduction, transmission, translation, and storage with/on all kinds of media. For all preconfigured test scenarios or demo presentations: all company and person names which occur in examples or screenshots are fictional. Any resemblance to existing companies or persons is purely coincidental and unintentional. Copyright 1992 – 2018 by OPTIMAL SYSTEMS GmbH Cicerostraße 26 D-10709 Berlin 07.11.2018 Version 9.0 System-Handbook DMS Contents Contents Foreword 7 General Description of the DMS 8 Configurability and Depiction of Information Structures ..................................................... 8 Document Import, Conversion and Processing ...................................................................... 8 Document Processing and Search ............................................................................................ 8 Document Output and Export ................................................................................................. 9 Archiving ................................................................................................................................... 9 Three-Tier Architecture, Availability and Number of Users .................................................. 9 Data Security ........................................................................................................................... 10 Future-proof ............................................................................................................................ 10 System Restrictions ................................................................................................................. 10 enaio® Versions and Configurations ...................................................................................... 10 System Architecture 12 Database and Document Filing .............................................................................................. 12 Object Definition, Indexing Form and Object Tables ..................................................... 12 Media Structure ................................................................................................................. 17 Application Server ................................................................................................................... 20 Load Balancing and Scalability ......................................................................................... 21 Modularity ......................................................................................................................... 22 Multithreading ................................................................................................................... 23 Cluster Functionality ......................................................................................................... 25 Session Management ......................................................................................................... 26 Client Programs ....................................................................................................................... 26 Integrated Workflow ............................................................................................................... 27 Interfaces for other Systems .................................................................................................... 27 COM Interface ................................................................................................................... 27 Office Macros ..................................................................................................................... 27 SAP Interface ..................................................................................................................... 28 enaio® file-system-archiver ............................................................................................... 32 enaio® communicator ....................................................................................................... 33 Optional Components ............................................................................................................ 34 Viewer Services .................................................................................................................. 34 enaio® appconnector ......................................................................................................... 36 enaio® pdfa-dispatcher...................................................................................................... 36 enaio® mail-archiver ......................................................................................................... 37 Data Security ........................................................................................................................... 37 Support by the System Architecture ................................................................................. 37 Users, User Groups and System Rights ............................................................................ 38 Further Features for Data Security ................................................................................... 40 Installation of enaio® 41 Overview .................................................................................................................................. 41 Expansion Levels of the enaio® System .................................................................................. 42 Single Workstation System ............................................................................................... 42 Simple System with one Application Server .................................................................... 43 Complex System with more than one Server Group ....................................................... 43 enaio® Page 3 System-Handbook DMS Contents Creating Documents 45 General Requirements............................................................................................................. 45 The Object Definition in the Database ............................................................................. 45 Object Relations in the Database ...................................................................................... 46 Configuration Entries for Catalogs, AddOns and the Dialog Element 'Table' .............. 46 Indexing of Folder, Register and Document Type .......................................................... 47 Register and Document Location ..................................................................................... 49 Logging in the Database .................................................................................................... 50 Locking Documents in the Database ................................................................................ 51 Indexing and Location of DMS Objects................................................................................. 51 Creating Folders and Registers ............................................................................................... 52 Creating Image Documents .................................................................................................... 53 Creating Windows Documents .............................................................................................. 55 Transfer E-Mails ...................................................................................................................... 58 Transfer Video Documents .................................................................................................... 59 Transfer XML Documents ...................................................................................................... 59 Transfer from the File System................................................................................................. 59 Transfer with enaio® printer .................................................................................................. 60 Module Spanning Documents ................................................................................................ 61 Documents Without Pages ..................................................................................................... 61 The Filing Tray ........................................................................................................................ 61 Working with Documents 63 General Requirements............................................................................................................. 63 Search ....................................................................................................................................... 64 Hit Lists .............................................................................................................................. 65 Folder Window .................................................................................................................. 65 Saved Queries....................................................................................................................
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