Almirah - High-Level Implementation Steps

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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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Obtain 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

Assign 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.

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

Implementation 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 Version 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.

Site (physical LAN location) Setup

Whilst Almirah is a cloud-based appliance local versions of the documents can be kept on the physical LANs of your offices. To enable this ‘local’ document sites are setup which will allow access to the latest versions of your documents. Refer to the following articles for detiled information on setting up sites;

How to set up local document sites
Creating Sites

Almirah System Administration & Configuration

When setting up Almirah the first major task is to define the Document Structures / Document types you will be collecting;

Document Structures
Document Types

Invite Almirah Users

The user who you want to invite to use Almirah should have already registered on the Platform. For them to be able to access Almirah you will need to

Login to the Platform and locate the required contact
Click on the Add Connection button and choose the required Role.
The user will receive an email inviting them to connect to the DMS;