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EN MANUAL MS LDS USER 2012-12.DOCX07 Editor [email protected] Revision 2013-12 EN Date 12. July 2013 Page 1 of 152 Table of Contents Table of Contents ........................................................................................................................................ 1 1. About This Manual ...................................................................................................................... 5 1.1 Who Should Read This Guide? .................................................................................................. 5 1.2 Notation Conventions ................................................................................................................. 5 1.3 Organization ................................................................................................................................. 5 2. Introduction to the Application .................................................................................................. 6 Hardware and Software requirements ................................................................................ 6 Graphical User Interface ......................................................................................................... 7 Menu bar ..................................................................................................................................... 7 Tools bar ..................................................................................................................................... 8 Search bar .................................................................................................................................. 8 Left Panel .................................................................................................................................... 8 Groups-Right Click Menu ..................................................................................................... 12 Filter- Right Click Menu ........................................................................................................ 14 Distribution List- Right Click Menu .................................................................................... 15 Main Window ........................................................................................................................... 16 Main Window –Right Click Menu ........................................................................................ 17 Output window ........................................................................................................................ 18 Document Properties window ............................................................................................. 18 Control ....................................................................................................................................... 20 Catch .......................................................................................................................................... 20 Archives .................................................................................................................................... 21 Dependency ............................................................................................................................. 21 Distributor ................................................................................................................................ 22 Steps to Add Distributor ....................................................................................................... 22 Linking ....................................................................................................................................... 22 Assignments ............................................................................................................................ 23 Status bar ................................................................................................................................. 23 3. Getting Started ........................................................................................................................... 24 3.1 Accessing the Application ........................................................................................................ 24 3.2 Logging to the Application ....................................................................................................... 25 EN MANUAL MS LDS USER 2012-12.DOCX07 Editor [email protected] Revision 2013-12 EN Date 12. July 2013 Page 2 of 152 3.3 Logging out of the Application ................................................................................................ 27 Working with MS LDS® .......................................................................................................... 28 3.4 File ............................................................................................................................................... 28 Connect ..................................................................................................................................... 29 Hierarchy import ..................................................................................................................... 29 Hierarchy import rights ......................................................................................................... 30 3.5 Options ....................................................................................................................................... 31 Program-Options .................................................................................................................... 31 View ............................................................................................................................................ 32 Steps to change main window view .................................................................................. 33 Steps to change main window/Left Panel Fonts/Font Size ......................................... 34 Server ........................................................................................................................................ 35 Steps to Add Server ............................................................................................................... 35 Admin Options ........................................................................................................................ 36 View broken links ................................................................................................................... 37 View Web History ................................................................................................................... 38 Simulate Profile ....................................................................................................................... 38 Type Management .................................................................................................................. 39 Steps to create new document type .................................................................................. 39 Managing Document Type ................................................................................................... 41 User Management................................................................................................................... 41 Steps to Add New user ......................................................................................................... 47 Assigning the user rights and privileges ......................................................................... 49 Rights and Privileges ............................................................................................................ 51 Assigning the Groups to user ............................................................................................. 52 Assigning the Rights to the Group .................................................................................... 53 Assigning the Users to Groups .......................................................................................... 55 E-mail Distribution ................................................................................................................. 55 Steps To Add Distribution List............................................................................................ 60 Standard .................................................................................................................................... 62 Steps To Add Standard ......................................................................................................... 62 Steps To Edit Standard ......................................................................................................... 63 Steps To Remove Standard ................................................................................................. 63 EN MANUAL MS LDS USER 2012-12.DOCX07 Editor [email protected] Revision 2013-12 EN Date 12. July 2013 Page 3 of 152 Steps To Import Standard .................................................................................................... 63 Steps To Search Standard ................................................................................................... 64 Steps To Set Mandatory Standard ..................................................................................... 64 Workflow Management ........................................................................................................