The system of the electronic workflow management "DocumentLite"
The instruction for the system administrators
Services
1. Introduction
1.1. System of the electronical workflow management "DocumentLite"
1.2. Server of the workflow management
1.3. Administrators of the system "DocumentLite"
1.4. Installation and setting of "DocumentLite"
2. Menu "Directories"
2.1. Types of documents
2.2. Group of document's attributes
2.3. Communications of group of document's attributes
2.4. Attributes of documents
2.5. Group of users
2.6. Users
2.7. Dispatches
2.8. Users of dispatch
This instruction of administrator describes the installation and setting of the system "DocumentLite" and is for administrators that realize the service and the support of work of the system electronical workflow management.
The system "DocumentLite" created by the IT-company "Agamax" is for the process automation of the document passing to the organizations. The system is multi-user, gives the coordinate network of the staff. It depends on the installation of the system and its setting: the authentication of the system user, administration of access rights for the workable information, the supplying of integrity and safety of information. The system has a client-server interface and is on-stream in the local network. It allows supplying the following features:
For the system work 'DocumentLite" it is necessary to have an individual PC headed by the operating system Windows and Linux with software:
1. Apache
(versions not off 1.3.33) or èëè IIS
2. PHP (versions
4.Õ or 5.Õ, but not off 4.4)
3. MySQL (4.Õ
or 5.Õ, but not off 4.1).
For the expedition of system work "DocumentLite" it is assumed the software Apache and PHP for one server, MySQL for another.
The system that a lot of users work with has to have a centralized administration.
A special employee or employees perform this function. They make the interactive settings and the system administration. They are called the administrators.
The administrator performs the following functions:
Besides the admin supplies the starting and the installation of workflow system server, the setting and the system service, the creation of the reserve copies of database and the recovery of the system work in case of glitch.
1. Unpack the archive of installation package.
2. Copy the files from the folder www to the home folder of your web server.
3. Create the MySQL database and the user for it with rights.
4. Realize script.sql in the created database.
5. Substitute in the folder user_params.php for yours:
$db_server = “server MySql”; - usually localhost
$db_login = “the user login db “;
$db_pas = “the password of user db ”;
$db_name = “the name db”;
$file_root_path = ‘./files/’;- the way to the folder, where files of documents will be kept, it is necessary to create this folder out of sight of WEB server.
The way can begin with the folder index.php and end with slash.
$file_lang = ‘ru.php’; - the location file (they are kept in the folder lang)
$dateformat = 1; - date format for displaying to users (1 = dd-mm-yyyy, 2 = mm/dd/yyyy, 3 = yyyy-mm-dd)
$default_url = ‘http://demo.upravdoc.ru'; - the address of the system "DocumentLite
$default_email_sender = admin@upravdoc.ru';- e-mail of "DocumentLite".
6. Restart the WEB server.
7. Setting is over. Enter the "DocumentLite" for check, entering the login root and password 1.
Only administrators of the "DocumentLite" can enter this menu. If in the user utility it is noted the role "Administrator", he will get an additional menu "Help system" that members "User" can't enter.
Let's consider each paragraph of the menu in details.
To add a new type of document it is necessary to click "Add".
Type a name of document in the following form and click "Add".
The document was added. If it is necessary, you can change or remove it, clicking "change or remove" in the list of documents:
In the system "DocumentLite" each document has the following dates: date of creation, name, type and files that users can add to the document.
Any type of document can have different types of information that have to be kept and give the possibility to users to browse it. In the "DocumentLite" this kind of information is called
the attributes of document. To enter these attributes there are the help system: attributes of documents, group of document's attributes, communications of group of document's attributes.
To create a group of document's attributes it is necessary to enter the paragraph "Group of document's attributes", then to click "Add".
Type a name of document in the following form and click "Add".
The needed group of document's attributes will be created.
When types of documents and group of document's attributes were typed, it is necessary to take any type of documents from the groups. For that it is necessary to enter the paragraph "Communications of group of document's attributes".
Then it is necessary to choose a type of document that you enter and to click the button "Add". For example, in the picture the type of document "Contract" enters to the group "All types of documents".
For all groups of document's attributes it is necessary to type attributes. For that enter the paragraph "Attributes of documents" and click "Add". Type a name of attributes in the following form, choose the group, and types of dates.
There are the following types of dates:
Date - date;
String area - the text box with the multiline text;
String line - the text box with the one-line text.
If the field is obligatory for filling, tick off "Enter".
The attribute "due date" enters specifically. At first enter the attribute "Due date" of type Date.
Then click for the attribute "Due date" "Change"..
Tick off "Attribute of due date" and click the button "Change".
After that the column "Due date" appears in the folder "On control" and in the folder "Accepted". You can consider a report about the delayed documents (the paragraph "Delayed documents").
The groups of users are for convenient user choice and their keeping. Each user belongs to a group. To enter the user group it is necessary to enter the paragraph "Group of users" and to click the button "Add".
Choose the parent group and type the name of user group.
"Parent group" is necessary for the organization of tree-type group.
The group root is the parent group of top level.
To add users it is necessary to enter the paragraph "Users" and to click "Add".
Choose in the following window the group, type surname, name and patronymic of user, login and password to enter the "DocumentLite", type the e-mail address and click "Add".
Click "Change" for the entered user.
Choose the role: user or administrator. As opposed to the user the admin can edit help systems. Tick off "Send news to email" to get news.
If the controller sends documents to the same users often, he can create groups of users - postings. For that it is necessary to enter the paragraph "Postings" and to click "Add".
Type the name of postings and click "Add".
This paragraph is for addition of users to the created postings. There will be the following window:
Click "Add" to add a user.
Choose the name of posting and the needed user. Click the button "Add".
It is possible to add any quantity of users to one posting.