Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 16 Current »

DMS Usage

Articles in this section are for general users of the DMS system.

DMS Administration
Articles in this section may be useful to technical staff maintaining the infrastructure of the DMS.

DMS FAQ
Articles in this section provide answers to frequently asked questions on the DMS appliance.

DMS Release Information
Articles in this section give release notes and links to see the product roadmap.

DMS Resource Centre

DMS Ideas Portal

Perspective Platform Resource Centre

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.

Expand the required section below so see more information and links

 Obtain DMS 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 DMS 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)

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.

 Implementation Prerequisites & Planning

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.

 Site (physical LAN location) Setup

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

 Almirah System Administration & Configuration

When setting up DMS 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 DMS should have already registered on the Platform. For them to be able to access DMS you will need to

  1. Login to the Platform and locate the required contact

  2. Click on the Add Connection button and choose the required Role.


  3. The user will receive an email inviting them to connect to the DMS;

  • No labels