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DMS - Document Sites

DMS - Document Sites

Owned by Matthew Garrett
Last updated: Nov 26, 2020
2 min read


Section Overview

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

Sub Article Index

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 (i.e. their site) and knowing which sites are storing copies of documents, many document applications become possible.

Document Access

It is possible to make Documents accessible in two distinct and important ways, either:

  • through the DMS software, by browsing or searching for desired documents, or

  • directly via the LAN, where users can have read-only access to files directly, without using the DMS software

LAN Access to Documents

Accessing documents via the LAN is supported for 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 additional control over which users have permission to access files.

DMS LAN Proxy

Document Sites employ the DMS LAN Proxy. This component of the DMS solution is responsible for:

  • managing the Published (latest version) of all documents made available to users on the LAN

  • managing the Version Control document versions of all documents, and storing these securely on the LAN

  • uploading required/nominated documents to the DMS cloud for access via web portals and other online applications

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 in to pf.pstpf.com.au

  2. Change to Company Perspective

  3. Navigate to Administration / Sites

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, i.e. https://IIS_SERVER.domain.local