DMS - High-Level Implementation Steps

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

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

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)

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

DMS - 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.

Insula will work with you to set up the infrastructure to support the DMS. 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 the site to install the DMSProxy.

Whilst DMS 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 set up which will allow access to the latest versions of your documents. Refer to the following articles for detailed information on setting up sites;

How to set up local document sites
Creating Sites

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

Document Structures
Document Types