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This section has several articles relating to the creation of Document Sites;

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pageAlmirah - Document Sites

A Document Site is a physical location where documents originate and are typically stored on a Server/PC. The most common example is an office network LAN, where all documents are saved to shared server locations.
(How to set up local document sites ).

Knowing where a user resides when using the DMS (iei.e. their site) and knowing which sites are storing copies of documents, many document applications become possible.

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Accessing documents via the LAN is supported for a number of several important reasons:

  • it can still be the fastest way to retrieve files if you know what you're looking for, and where it resides

  • it makes the transition from traditional manual storage of files to the DMS an easier process for users to understand

  • it supports integration with other software applications that are expecting to read files from a known disk location

  • it allows network-level security to be used to provide an additional control over which users have permission to access files.

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The LAN Proxy is typically installed to an IIS server on the LAN , and configured in the Perspective Platform against the site as the DMS LAN Proxy URL.

Setting up Sites

  1. Log into in to pf.pstpf.com.au

  2. Change to Company Perspective

  3. Navigate to Administration / Sites

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Add/Update the Site details
a. Site Name
b Site Type (Cloud, Office Network, Single User Device)
c. For Office Network Set the Document LAN / Proxy URL ie , i.e. https://IIS_SERVER.domain.local 

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