GETTING STARTED
Contents
1. I accept the license agreement above 10 3 Installation Getting Started doculife 5 Todoa full install recommended click on Next Select the way you want features to be installed Click the icons in the tree below to change the way features will be installed This feature requires 351 MB on your hard drive Browse 6 Select the installation path you want or confirm the default path recommended by clicking on Next ies per ee eng KT VESELOP SETUP ir ie a n Ma Laan Pca lt Cs Click Next to install to the default folder or dick Browse to choose another Install Desktop to C Program Files x86 Desktop ktop for yourself or for anyone who uses this computer Everyone Just me Create a shortcut for this program on the desktop 7 Click on Install to start the installation process Getting Started doculife 3 Installation 11 15 Desktop Setup Ready to install Desktop Click Install to begin the installation Click Back to review or change any of your installaton settings Click Cancel to exit the wizard doculife Desktop will be installed This may take a few minutes 8 Click on Finish to exit the setup wizard 3 Desktop Setup ee Completed the Desktop Setup Wizard Click the Finish button to exit the Setup Wizard 3 4 Desktop Portable The Portable version does not need to be installed You will receive a ZIP file doculife Desktop Portabl2. Document Future AG 03 2015 Document Future AG holds the copyright to this documentation No part of this documentation may be reproduced regardless of the method used e g printing photocopy microfilm without previous written consent from Document Future AG No part of this documentation may be processed copied or distributed with the use of electronic systems without previous written consent from Document Future AG http www documentfuture com Getting Started doculife Table of Contents lil Table of Contents 2 1 2 2 2 3 3 1 3 2 3 3 3 4 4 1 4 2 4 3 5 1 5 2 BUNUN CGN 0 02 ee Bae A ek ed eee te 5 General security information _ 22 2 2 22 c cece ccc eee eee cee cece eee 6 ANUAVINUS DIOLCCHON u a chicos cuca eae a ooh toe akan theca ne ae ee 6 Saving DaSSWOldS 13 as essen een ananasusetieesuene sues 6 Using mobile devices zer ass ee ee a Lee oe 6 WAS CANA ON EE E see E E ae neat hese te obeys an 7 Installation packages onoo nennen nun nun nun cee eee eee eceeeeeeees T Installation requirements 000 eee ccc aoaaa aooaa oaaao ooon T DESKOD UE ois uaa hie har acta a aber sie T Desktop Oma Ole 5 ai A Renee 11 FOr aaminIstratofrs z 20 52252 45020 BEE 12 iil el CIV AU OIN od 8 otis ee se nioe ee see 12 CrealnGiSCrs 425 46 dace Reese er 19 Activating additional user accounts une eee eee eee 23 FORUSEIS u a 26 Activating Your accoun
3. this opportunity to print out the login information and store it in a safe place 8 Print and or save the login information then close the window 10 This is your secure Document Lifecycle Management System in the Cloud This document contains your login data besides a first steps introduction Important Notification With this document you receive your initial password for your account While the activation process you are going to be asked for a new password Afterwards the initial password is not valid anymore You may print this document and note your new personal password on it Dear John Doe below you get your confidential information about your login data Please store it carefully Login Information Account You will be taken back to the original dialog box Click on OK The software will be activated Enable disable the various Office integration options as necessary and click on Apply 18 4 For administrators Getting Started doculife Desktop Microsoft Office Integration Microsoft Word Microsoft PowerPoint Microsoft Outlook A E x Repair installation doculife Desktop will be prepared 11 Select the solution you need or select the doculife Start option If you have received a solution update from your solution vendor click on Load from file and open the solution which will be found in zip format in your filesystem Select your solution Please choose th
4. Office add in and the components for scanning and for supporting multifunction devices doculife Desktop Portable m Portable version of doculife Desktop without the Microsoft Office add in and without scan integration Does not need to be installed and can be used on external memory devices such as USB flash drives Installation requirements Supported operating systems m 32 bit 64 bit Windows 8 Pro m 32 bit 64 bit Windows 7 Windows Vista Windows XP Professional Hardware system requirements A current PC with one of the operating systems listed above Supported Microsoft Office versions doculifeDesktop Suite Microsoft Office Professional 2003 2007 2010 2013 Requirements doculife Desktop Suite The following components are required for the doculifeDesktop Suite m Microsoft NET Framework 3 5 Windows Installer 3 1 Visual C Runtime Library only if the scan option is installed default If you do not have these components on the computer where the software will be installed they will be installed automatically Desktop Suite doculife Desktop is available as a convenient client that enables access to doculife It seamlessly integrates itself into Microsoft Outlook and provides direct access to the con tents in doculife from Microsoft Office This means that you as a user can simply continue to work with the applications with which you are already familiar while taking advantage of direct access to do
5. to it Administrator John Doe Manage accounts Changing the display name for your user account Once doculife Desktop is activated the status bar will show the display name for the user account This display name is set automatically by the activation file and can be changed by the user who owns the account 1 Select the Manage accounts option in the doculife Desktop status bar John Doe BE John Doc 2 Select your user account and click on Change 30 5 For users Getting Started doculife 3 Inthe Name field change the display name for the user account Then click on OK Change account settings Name John Doe Account Credentials Username and password User name Password store login information scan Activation loaded Load Scanning login data Change password 4 Close the window by clicking on OK
6. ansferred todoculife will not be checked for mal ware in doculife Make sure to check all documents and e mails for malicious code on the computer before sto ring them in doculife Attention Risk of data loss Use an anti virus product that monitors your data e mail and Internet communications and protects your computer from attacks Saving passwords Due to security reasons users have to enter their password every time they log in to their doculife account i e connect to the system It is possible to configure the system in such a way that users will be able to save their pass word for atenant Attention Risk of misuse of data Saving login information can enable unauthorized users to access your data Please make absolutely sure that saving login information is allowed by your company s security policies before doing so Using mobile devices Mobile devices are more vulnerable to malware and spyware attacks Users are responsible for the security of their own devices Attention Risk posed by unauthorized data mining and access Make sure to only load apps from trustworthy sources on your device Use appropriate soft ware designed to protect you from spyware and similar attacks 3 2 3 3 Getting Started doculife 3 Installation 7 Installation Installation packages The following installation packages are available for doculife Desktop doculife Desktop Suite Includes doculife Desktop with the Microsoft
7. box Email Service Messages Advanced 3 Click on Activate a new account MyAccount hostname com Store login information Login 4 Select the activation file iadc file for the new account The new account will be shown in the account overview together with the user account that you already had Getting Started doculife 4 For administrators 25 Common SA Manage your accounts Synchronization John Doe Solution Management Searches Remove Organize Favorites System Configuration Network Manage Cached Data Inbox Advanced 5 Close the Settings window by clicking on OK 6 Youcanuse the Desktop status bar to select the new user account and connect using it lv Administrator John Doe Manage accounts 26 5 For users Getting Started doculife 5 For users 5 1 Activating your account Before activating your account you must have received your login information for doculife from the administrator This information will consist of An activation file iadc file A PDF file with your account and username Follow the steps below to activate your account and get access to the program 1 Double click on the doculife icon on your desktop to start doculife Desktop docul fe Desktop 2 Awelcome prompt will appear Click on Next Welcome Thank your for choosing Desktop Client as your document lifecycle management system Getting Started d
8. culife 3 Installation Getting Started doculife Please note To install the doculife Desktop Suite you will need administrator rights on the computer where you will be installing it If you do not have administrator rights for the computer you can use doculife Desktop Portable instead 1 Run the executable file doculife Desktop Suite setup 5 x x exe by double clicking on it The installation process will start automatically The setup files will be extracted You do not need to do anything at this point Extracting ExchangeMapiCdo ExchangeMapiCdo MSI Destination folder Ch Users anl AppData Local Temp 7 Browse Installation progress ee 2 Select the language you want and click on OK Select language Englisch English hi ok ca Getting Started doculife 3 Installation 9 3 A prompt will appear Click on Next Welcome to the Desktop Setup Wizard The Setup Wizard will install Desktop on your computer Click Next to continue or Cancel to exit the Setup Wizard End User License Agreement Please read the following license agreement carefully E E Please carefully read through these license terms before you install and use the Desktop Suite software on your computer By using the software or by confirming this dialog with Accept you declare your expl icit agreement with the following license terms If pes m ia od ee En an en al I _ a A Be al
9. e 5 x x zip that you will need to unzip to a directory before using the Portable version The doculife Desktop exe executable file which you can use to start Desktop Portable will be located in the doculife Desktop Portable 5 x x subfolder 12 4 For administrators Getting Started doculife 4 For administrators 4 1 Initial activation Before being able to use doculife for the first time it needs to be activated This initial acti vation is normally carried out by the administrator and is necessary in order to enable doculife to communicate with your tenant at the high security data centre To activate the software you will need an activation file iadc file provided by the operator When the software is activated you will have to change the administrator password SECplus In the case of doculife SECplus they key that can be used to lock and unlock the tenant must also be changed during the activation process 1 Double click on the doculife icon on your desktop to start doculife Desktop docul fe Desktop 2 Awelcome prompt will appear Click on Next Welcome Thank your for choosing Desktop Client as your document lifecycle management system Getting Started doculife 4 For administrators 3 Click on Activate a new account Please enter your login information My Account hostname com Store login information logn 4 Click on Browse select the activation file iadc file and then clic
10. e solution that best fits your requirements LAL II Electronic Personnel File English Version 21 3 Electronic Personnel File Management in the Cloud includes Start English version LAW English Version 2 1 3 The digital office in the cloud english version Load from file a AAA 12 Click OK The account will be set up The system will establish a connection and communications between doculife Desktop and your tenant at the high security data centre In addition all templates required for file and document types as well as other settings will be loaded This may take a few minutes As soon as the loading process is completed your doculife Desktop will appear Once it does you can start working Getting Started doculife 4 For administrators File Settings Help N vr Favorites Name 4 ID My Workplace 6 Version Size 6 search results 4 2 Creating users Once you activate the program you can create additional users so that they can work with doculife Please note This function will only be available to users with administrator rights 1 Indoculife Desktop click on the Settings menu option ete Faunriter 2 Click on System Configuration and then on User Management Commen 7 Templates Management u Synchronization Profiles Solution Managernent Searches Organize Favorites System Configuration Network Manage Cached Data Inbox Email Ser
11. gementG Neue Gruppe Records Manager 10 Click on Apply 4 3 Getting Started doculife 4 For administrators 23 Usersmanagement Create Users and Groups organize access nights and deactivate logins User Type Description Managed by Biod John Doe Full User amp Mobile john doe desktop com E Show also technical users and groups Member of groups Login amp Name Description Name T GeneralGaesteDL Restricted Users Guests Priviliged Users Standard Users Gruppe Library Management Neue Gruppe Records Manager The changes you made will be saved 11 Close the Usersmanagement window by clicking on OK 12 Close the Settings window by clicking on OK You have now created a user Activating additional user accounts In addition to your initial user account you can also activate additional user accounts Please note This function is relevant for instance to administrators who work with their personal user account in the business process i e for their daily work and limit themselves to using the administrator user account for administrative purposes only 1 In doculife Desktop click on the Settings menu option soe Faunriter 4 For administrators Getting Started doculife 2 Click on Profiles and then on Add Common G2 Manage your accounts Synchronization Administrator Solution Management Searches Organize Favorites System Configuration Network Manage Cached Data In
12. hn doe desktop com gen i Ce Send Subject Account info for John Doe ww m Attached kr doculife Account info for John Doe wee pdf 558 KB doculife Activation data for John Doe iadc 4 KB ir Hello John Doe FE Welcome Attached you find your account information and an activation file Please keep this information carefully If you have any questions please do not hesitate to contact your administrator Click on Send and close the window with the login information 8 Now you will need to add the new user to a user group so that the user will get the group s content access permissions Click OK when the prompt below appears 22 4 For administrators Getting Started doculife 9 Inthe Groups pane select the user group s to which you want to add the user Then click on the left arrow icon to add the group to the Member of groups pane Please note The system will automatically assign technical groups Do not add these groups manu ally In order to ensure that you will not add a technical group by mistake make sure to leave the Show also technical users and groups option disabled hy mt j Create Users and Groups organize access nights and deactivate logins Groups Login Name User Type Description amp iod John Doe Full User amp Mobile john doe deskt Name Description Restricted Users Full User Guests Full User Priviliged Users Standard Users Gruppe LibraryMana
13. k on Next Activation of your account Press Next to connect with 5 Set a password for the administrator 14 4 For administrators Getting Started doculife Account activation To activate your account a new administrational password must be set Set a password for Administrator Password LETTITTITITTITIITTTT Repeat password POT TTI Strong Password Show password characters SECplus Set the key and the password for the administrator Getting Started doculife 4 For administrators 15 Activation and unlock procedure of your account EN Erstaktivierung Ihres Kontos Ihr Konto ist noch deaktiviert F r die Aktivierung ben tigen Sie einen Schl ssel mit welchem Sie Ihr Konto zuk nftig auf und abschlie en k nnen sowie ein Kennwort f r den Administrator Schl ssel und Kennwort m ssen den folgenden Richtlinien entsprechen Der Schl ssel muss jeweils mindestens ein Zeichen aus den vier Zeichengruppen Gro buchstabe Kleinbuchstabe Zahl Sonderzeichen enthalten und mindestens 10 Zeichen lang sein Das Kennwort muss Zeichen aus mindestens drei der o g Gruppen enthalten und mindestens 5 Zeichen lang sein Hinweis Sie k nnen den Schl ssel und das Kennwort im n chsten Schritt als PDF Datei speichern oder ausdrucken um diese an einem sicheren Ort zu verwahren Choose here a key to lock unlock your account Key PLLIIIIIITEITTIIITTT Repeat key ILLILITTITIITILLIT Strong Passwo
14. oculife 5 For users 3 Click on Activate a new account Please enter your login information MyAccount hostname com Store login information Login 4 Click on Browse select the activation file iadc file and then click on Next Activation of your account 27 28 5 For users Getting Started doculife 5 Setanew password for your user account and click on OK Set and save password for user Login ijd EI ST eT New password Repeat password Show password characters How to create secure passwords 6 Enable disable the various Office integration options as necessary and click on Apply Desktop Microsoft Office Integration x Enable Microsoft Office Integration On Cid ir 7 Microsoft Word W Microsoft Excel V Microsoft Outlook doculife Desktop will be prepared As soon as the process is complete doculife Desktop will launch Once it does you can start working 7 Thenew account will be shown in the account overview together with the user account that you already had Getting Started doculife 5 For users 29 Common SA Manage your accounts Synchronization Administrator Solution Management Searches Organize Favorites System Configuration Network Manage Cached Data Inbox Email Service Messages Advanced 8 Close the Settings window by clicking on OK 9 You can use the desktop status bar to select the new user account and connect
15. rd Set a password for Administrator Password SCF CCC CCC RES Repeat password ETTLIIITITTIITTTITT Strong Password E Show password characters Tip You can have the program show the password key characters on the monitor while you are entering them This may come in handy as the password key will only be accepted if both password key fields match 6 Confirm by clicking on OK The following dialog box will let you save the administrator s login information as a PDF file or print it if you want 7 Click on Save as PDF file or print 16 4 For administrators Getting Started doculife Remember your password We strongly recommend that you print out your account information and save it to your records Save as FDF file or print EN Wichtiger Hinweis Wenn Sie den Schl ssel oder das Kennwort vergessen wird Ihr Konto unbrauchbar Weil Ihre Daten den Anforderungen an die Hochsicherheit unterliegen kann der Dienstanbieter weder den Schl ssel noch das Kennwort zur cksetzen Wir empfehlen deshalb den Schl ssel und das Kennwort als PDF Datei zu speichern oder auszudrucken und an einem sicheren Ort zu verwahren Mlich habe die Hinweise zur Aufbewahrung des Schl ssels und des Kennworts zur Kenntnis genommen Save as PDF file or print Getting Started doculife 4 For administrators 17 Please note Make sure to safely store your administrator password your key If you can do so take
16. t ausziehen rer as 26 Changing the display name for your user account 2 22 nennen 29 Getting Started doculife 1 Introduction 5 Introduction Welcome We re glad that you decided on doculife for your needs doculife is designed to enable you to manage your files and documents in the cloud easily and intelligently This document will help get you started with doculife Please note that the description refers to doculife Desktop Version 5 4 9 As you go through this guide you will be taken througn the installation and activation process for doculifeDesktop and will learn how to create additional users and user accounts Once you are done with the initial steps in this document you will be ready to use doculife efficiently and will be familiar with all available functions Section 5 of the doculifeDesktop user manual shows how to get started in the installed and activated application e g how to create files registers and documents Details particular to the workflow used in doculifeSECplus will be identified by being pre ceded by the following word SECplus 2 1 2 2 2 3 2 General security information Getting Started doculife General security information This section contains general security information concerning the use of doculife Make sure to read it carefully Anti virus protection doculife does not provide any additional anti virus protection This means that documents and e mails tr
17. user once you are done Getting Started doculife 4 For administrators 21 5 Click OK A PDF file with the user s login information will be shown 6 Click on E mail to send the user their login information together with their activation file iadc file This is r secure Document Management System inthe Cloud This document contains your login data besides a first steps introduction Important Notification With this document you receive your initial password for your account While the activation process you are going to be asked for a new password Afterwards the initial password is not valid anymore You may print this document and note your new personal password on it Dear John Doe below you get your confidential information about your login data Please store it carefully Login Information If you want to send the password in a separate e mail due to security reasons enable the Send password separately option The e mail window will appear oO amp PX Message Insert Options Format Text Review a do Cut WAP iat a aja a 1 Via Y Follow Up Ba Copy High Importance Paste z BZU Y A lt Address Check Attach Attach Signature Zoom x Format Painter ar iR Book Names File Item r Low Importance Clipboard Basic Text Names Include Slo ols Account info for John Doe se Mm Il iii il itl m Tags To jo
18. vice Messages Advanced Current profile es Se Published Update from 16 06 2014 10 07 27 Last complete update 1606 2014 10 07 28 Refresh All User Management Share scanning activation Edit Choicelists Thesaurus Management Configuration Tool F Show Configurator in toolbar Save Templates to Filesystem Synchronize Templates from Filesystem Save Publish Templates Remove published templates Load detault solution 20 4 For administrators Getting Started doculife 3 Click on Add mM RED Usersmanagement Sa Usersmanagement 2 Create Users and Groups organize access rights and deactivate logins Oum Ocas Login 4 Name User Type Description Managed by 4 Select a User Type used for information purposes only and enter a Login Name and Password Please make sure to read the information provided in Guidelines of secure pass words and to follow the corresponding recommendations If you want you can enter a description of the user context Create a new user Full User amp Mobile iid John Doe cription e g Email address john doe desktop com Managed by Select user or group Password CRETE Repetition on Strong password Show password characters Guidelines of secure passwords Send login data to user Please note Enable the Send login data to user option This way you will get a PDF file with all the required information for the new
Download Pdf Manuals
Related Search