The Administration module: Configuration tab

Use the options in this program window to set up the system after installation. The left pane gives you access to the objects listed below. The right pane displays the contents of whatever you select in the left pane.

System specifications

Use the settings in this section to specify how the system functions as a whole.

Global policies

Set global policies regarding add-ons, audit trail, countries and languages, environment variables, image management, logging, runtime systems, and user management.

Countries

Create and modify country specifications and language specifications. (More information.)

Languages

Tables

Create and modify tables for different uses. See Tables: Overview for more information.

Scanners

Create and manage scanning specifications.

Add-on configurations

Manage add-ons.

Users

Manage individual users of the Administration module and Production module. (Instructions.)

Available only when basic or role-based user management is enabled.

See also: User management: Overview

User groups

Manage user groups in the system. Available only when basic or role-based user management is enabled.

Maintenance tasks

Configure and manage maintenance tasks. Not available in this section if multiple runtime systems are enabled.

Templates

Use the settings in this section to create and manage templates of various types.

Documents

Create and manage document templates. See also: Document templates: Overview

Fields

Create and manage field templates.

Table fields

Create and manage table field templates.

Classifiers

Create and manage classifier templates.

Rules

Create and manage rule templates.

Solutions

Use the settings in this section to set up solutions.

Each of the following items is specified separately for each solution.

Solution policies

Determine solution policies concerning audit trail, countries and languages, image file management, queues, and statuses.

Solutions inherit most of their policies from the system. However, some system settings can be overridden by adjusting the solution policies. (More information.)

Documents

Create and manage the document specifications that are included in the solution.

The Documents tab and Classifiers tab are available.

Compound documents

Set up and manage the compound documents that are included in the solution.

Batches

Create and manage the batch specifications that are included in the solution.

Production tasks

Set up and manage the production tasks that are included in the solution.

Maintenance tasks

Configure and manage the maintenance tasks that are included in the solution.

Sample documents

Manage sample documents.

Roles

Configure and manage the roles that are included in the solution.

Available only when role-based user management is enabled.

Runtime systems

Use the items in this section to manage multiple runtime systems. Each of the following items is specified separately for each runtime system.

Available only when multiple runtime systems are enabled.

Runtime system policies

Determine runtime-system policies concerning add-ons and environment variables. Runtime systems inherit most of their policies from the system. However, some system settings can be overridden by adjusting the runtime-system policies that apply to a specific runtime system.

Maintenance tasks

Configure and manage the maintenance tasks that are included in the runtime system.

Included solutions

Lists the solutions that are included in the runtime system and specifies staffing for each solution.

The Administration module: Supervision tab

The Administration module: Maintenance tab