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This article gives a high-level overview and a brief description of what is involved in each of the steps required to set up Almirah. The article assumes you are a licensee of Almirah.

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titleObtain Almirah Licensee Status from Perspective Systems

Contact Insula Group via Email / Phone and request access to the application
Insula Group will then grant the licensee status to the organisation

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titleAssign Almirah Management/Administration Roles

You will be provided with login details to the Perspective Platform. When users have registered on your portal, to allow them to access and administrate the system you will need to assign them one of two roles (Dependent on their required level of access)

Almirah Document Management - System Administrator.
This role will allow the user to access all functions of the DMS system allowing them access to the Administration menu.

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Almirah Document Management - User

This role is for the portal licensee's internal staff who are required to perform regular activities on the system.

You will set up separate roles for external people/organisations who will require access to the portal

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titleImplementation Prerequisites & Planning

Insula will work with you to set up the infrastructure to support Almirah. This will include;

Determining the locations to store the Latest Verson files.

  • Determining the locations to store Latest Version files.

  • Determining the location to store Version History files.

  • Determining the Service account to be used. 

  • Determining where the IIS Server’s will be installed at site to install Almirah Proxy.