There are two types of users in infoRouter.
Global users can be given membership to any infoRouter library, whereas local users are created locally within a library. Local users cannot be given membership to any other library other than the one in which they are created. Local users cannot access any other library in infoRouter except for anonymous libraries
Only the System Administrator can create global users. Local users can be created by the system administrator and library managers.
To Create a Global User, Perform The Following:
For detailed help on “Local Users”, refer to the infoRouter online help system. infoRouter allows you to import and synchronize users from the Active Directory.
Specific HELP about this document is now contained in separate documents.
Please refer to:
A Global User Group is an object that is used to group global users with similar access and permission levels. It simplifies the administration of library membership and security. A global user group may be assigned library membership. It is a good idea to create global user groups and assign each new infoRouter to a global user group.
Advantages of Global User Groups:
Assign Global User Groups to libraries as members instead of adding each individual user. New users who are added to the global user group automatically become members to libraries that the global user group has membership.
New users inherit the security settings of the global user group.
To create a Global User Group, perform the following:
Root level folders in infoRouter are called Libraries. In order to access a library, an infoRouter user must be a member of the library. Libraries are not visible to non-members. Libraries marked as “Anonymous” will appear to all users even if they are not logged in.
Library Types:
Anonymous Libraries
Anonymous Libraries appear to everyone and all folders and documents allow anonymous read access.
Regular Libraries
Regular Libraries are membership based and access to folders and documents are subject to specific security assigned to Library members.
Archive Libraries
Archive Libraries contain archived folders and documents
To create a Library, perform the following:
For detailed information and help on this topic, please navigate to the infoRouter help system. Libraries are isolated work areas for users that are members of the library. In order to access the resources of a library, an infoRouter user must be a member of the library.
To Add Global User Groups To Libraries, Perform The Following:
To Add Users To Libraries, Perform The Following:
A Local User Group is an object that is used to group users within a library. It simplifies the administration of document and folder security. Local User Groups are local to the library in which they are created.
Local User Group members can only be assigned from within library members.
To Create a Local User Group, Perform The Following:
To import your existing documents into infoRouter, you may use either the built-in Import Tool or the WebDAV tool.
Using the infoRouter Import Tool:
This tool is used to import documents from the server on which infoRouter is installed or valid paths defined in the AccessPaths.xml file.
The AccessPaths.xml file can be found in a sub-folder called “config” under the application directory. By default this file allows access to the “C:\” drive of the server, however, you must edit this file at install to define valid paths where importing is allowed. You may use UNC paths (“//server_name/drive_letter”).
To launch the “Import Tool”, navigate to any folder in infoRouter and click on the tools menu. Select the “New Import” option.
Using the infoRouter WebDAV Tool:
For detailed information on WebDAV setup and use, refer to the online help system. Using the infoRouter Import-Export GUI tool:
infoRouter provides a Windows GUI application that can be downloaded to each user workstation. This tool allows users to quickly import and export documents into and out of infoRouter.
For more information on this tool, please refer to the following documentation:
infoRouter Import Export Tool User's GuideMaking Global User Groups or individual infoRouter users members of libraries does not alone give them access. It only means that they are members of the library and they can be given specific permissions. Until individual users or global user groups are assigned specific security permissions, they will not be able to access the library, its sub-folders and documents.
Choosing the right security model for your organization is important, so come up with a plan that will suit your needs in the long run.
Setting Security At The Folder And Document Level:
A common strategy is to give all library members “List” right at the root folder level and to give individuals or local group members specific rights at the sub-folder and document level.
To do this, perform the following:
For more on this topic, please refer to the online help system. At install, infoRouter comes with a default portal, which is used mainly as a welcome screen. You may change this portal to reflect your logo, specific messages etc. When users navigate to infoRouter, they are greeted with this default portal. You may create as many portals as you wish.
Employee Portals:
You may wish to create multiple portals for different groups of employees. Each portal you setup may provide useful information and links to commonly used forms, templates, Human Resources related forms and documents, Corporate Brochures and Documents etc.
Partner Portals:
You may create Partner Portals to communicate with vendors and other business partners.
Project Portals:
You may create Project Portals to collaborate with project members. Use static and dynamic gadgets to automatically display project related information on these portals.
Customer Portals:
You may create Customer Portals to communicate with customers.
Customized portals for each one of your customers may be a very good idea. You can include their logos and provide customer specific information on each portal. Use gadgets to display contents of infoRouter folders. This way, your customers can quickly access information they need without having to learn the advanced functions and features of infoRouter.
To create portals, perform the following:
For more information on how to edit/customize portals, please refer to the online help system Create categories to simplify the task of searching for documents.
Categories are pre-defined search queries that return a dynamic result set. All users have to do is click on a specific category to display search results.
To Create Categories, Perform The Following:
Advantages Of Creating Categories:
Pre-defined search criteria makes searching for and finding documents easy Categories are dynamic. When documents matching the specified search are added, they automatically appear under the search results.
Simple screens can be generated for users with little experience. Complex search criteria can be defined shielding the user from having to specify complex queries over and over again.
Create saved search screens to simplify the task of searching for documents.
Saved searches are partially pre-defined and structured search query screens that allow users to generate search queries quickly.
Unlike categories, saved search screens are invoked from the “Advanced Search” screens and users are prompted for specific information.
To Create Saved Search Screens, Perform The Following:
Notice that when users select the search screen, they will be presented with a custom search screen. Advantages of creating saved search screens:
Unnecessary search prompts are eliminated from view making the search process for specific document types easy.
Different groups of users can use custom search screens that are specific to them.
infoRouter Custom Property Sets are a very powerful mechanism that allow users to create custom properties for documents, folders and users.
Custom properties can be used to search for documents, folders and users. You should plan for and create custom properties that fit the needs of your organization.
Examples:
A custom property can be created to categorize documents based on the customer for whom documents may have been created. This custom property may include fields such as:
For every document you create that is related to a customer, you can now apply and search for these documents by specifying a customer number (even though the document may not include customer number information)
A custom property can be created for images. This custom property may include fields such as:
For every image document, you may assign from the possible values. Using this custom property, you can search for images in infoRouter matching the criteria. You may even assign text values to images that might explain what the image is about. This type of search is not possible without a robust mechanism offered by infoRouter custom properties.
Note: You may include custom properties into Categories and Saved Search screens. Form templates are yet another powerful mechanism that allow users to create documents by filling out simple forms. The forms can be designed using standard HTML editing tools.
How To Create Form Templates:
Simply design your form template using your favorite HTML editing tool Upload your form template into the “Form Templates” library. The new form template will appear in a list of available “form templates” when users choose to create a document using a form template.
Please note that by default, the “Form Templates” library is Anonymous. If you wish to create form templates specific to libraries, create a folder in a library but the folder must be named “[Form Templates]”.
Library specific templates will appear in the list of available Form Templates when a user chooses to create a document using form templates if the user has access to the library.
For more information, please refer to the online help system. infoRouter requires the use of an SMTP server to send out notification emails.
You may specify either a local SMTP Server or use a remote SMTP server.
To configure your SMTP preferences, please refer to one of the relevant documentation listed below.
SMTP Configuration on Windows 2003 ServersFor more information, please refer to the online help system. With .NET many safeguards have been implemented to protect servers from malicious attacks. To protect servers against DOS attacks, limitations on uploads and downloads beyond certain sizes have been put into place. infoRouter is configured by default to limit uploads at 75 MB. This is a configurable number.
How To Change The Default (Allowable) Upload Size Limit:
Navigate to the site folder located in the infoRouter application directory (usually c:\inforouter\site)
Edit the file called “Web.config” with Notepad.
Locate the line that refers to a parameter called “maxrequestlength”
You will see that it is set to be 75000 (roughly 75MB).
Increase this number to something higher to allow for uploads of larger files.
Notes: You need to make sure that your server has enough memory. Each uploaded file is kept in memory until the entire file is uploaded. Once uploaded, the file gets moved into the warehouse and the memory is cleared. Even if you allocate a large amount of memory to your server to more than accommodate your largest file uploads, concurrent users all uploading large files may end up reaching the physical server memory limit. This may result in one or more uploads failing.
For more information, please refer to the online help system. infoRouter allows the administrative users to import documents into infoRouter from drives visible from the infoRouter server. However, for security reasons, we do not display all the drives that is normally available to the server. A file called “AccessPaths.xml” located in a folder called “Config” which is located in the infoRouter application directory controls the drives that are visible to infoRouter administrative users.
How to restrict or allow drives from appearing in the Import Tool:
Navigate to the infoRouter application directory
Further navigate to the folder called “Config”
Edit the file called “AccessPaths.xml” with Notepad to add or remove drive definitions.
For more information, please refer to the online help system. infoRouter logs many major events in infoRouter. These logs are kept in various files in the application directory.
How To View InfoRouter Logs:
Navigate to the infoRouter application directory
Further navigate to the folder called “Logs”
In this directory you will see the following sub-directories
All sub-directories contain daily logs.
For more information, please refer to the online help system. infoRouter allows administrators to set rules for passwords. To setup these rules please perform the following.
How To Configure The InfoRouter Password Policy:
Navigate to the infoRouter Control Panel
Click on the Application Settings link
Scroll down to the section labeled “Password Policy”
Enter your preference for each of the following prompts:
Note: The “Weak Password List” is located in the “Config” directory which is also located in the infoRouter application directory.
PDF Form Templates allow administrators to create excellent looking forms, letters and other types of documents. PDF Templates can be tied to standard HTML Form templates in infoRouter. Simple instructions in HTML Form templates allow you to feed form information to these PDF templates. The result is pre-designed professional looking documents.
How To Create PDF Form Templates:
Simply design your document using your favorite tool which allows you to convert to PDF. Using Adobe Acrobat Professional® or Adobe Designer®, create form fields directly on the PDF document. Refer to these form fields (by name) in your standard HTML Form template. You will have to make sure that the form template fields must match the PDF template fields exactly.
For more information, please refer to the infoRouter Form Template Designers Guide. infoRouter allows administrators to design Cover Pages. These cover pages are optionally included in PDF documents when a user attempts to view these documents. The cover page can include vital information kept by infoRouter to give the user more information about the document.
How To Edit The Default Cover Page:
Different language variations of the cover page are located in the <application path> /config directory.
If you would like to see other fields, please contact support@inforouter.com to provide feedback.
For more information, please refer to the online help system.