Transcript Title Examination from Start to Finish

halFILE Administration
Administrator ‘File’ Menu
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Build and maintain applications,
databases and baskets
Build, maintain, and list internal tables
Build, maintain, and list BaseEdit tables
(Subdivisions, Township/Range)
Maintain default printer setup for halFILE
File/Databases
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Add new – builds new database
Add ODBC – adds missing table record for
migrated or attached database
ODBC info – maintain database description (plant
date display) and connection information
Review Layout – displays database structure
Field Links – tie like lines of multi-entry fields
together
Lookups – for auto data population during index
File/Databases continued...
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Remove – deletes selected database from
halFILE but does not delete from SQL server
References – build and maintain links
between fields for nested searches (releases,
assignments, corrections in Title Plant)
Masks/Auto Fill – overlay masks on date
fields, formatted fields and set auto-fill
values for index fields
Baskets – build and maintain baskets
Verify Setup – define index key verification
fields and new verify edit report setup
Administrator ‘Configure’ Menu
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Station ID – sets a document number
prefix to identify this station and avoid
“stepping over” other stations
Drives – halFILE image storage drives table
Cartridges – halFILE image storage folders
table
Bar Codes – setup halFILE to learn and
read barcodes for indexing (requires Kofax
AIPE and hal’s BARFILE software)
Configure/Security
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Enable security – check mark shows security
system is active
User Profiles – setup user access to functions
(scan, index, update, search, etc.) by database –
make sure at least one administrator account is
defined
User Groups – setup groups to restrict access to
specific documents in a database – if this feature
is used ALL users must be defined in a group –
make sure at least one user is in a non-restricted
group
Administrator ‘Reports’ Menu
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Consistency Check
HFWPARAMS database tables (Cartridges, Drives,
Baskets)
Reports designed directly against a SQL database
can be setup to run through this menu
Administrator ‘Tools’ Menu
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Login – logs current user out and prompts for
new login ID
Licensing/User manager – shows users logged on
by machine name
Licensing/Reset license file – refreshes license
file. All users should be logged out of halFILE
before requesting reset (requires internet
connection)
Tools/Archive Setup/General
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Require Auto Archive – disables the archive icon
on the Manager toolbar
Force Recalculation of Cartridges – when archive
process completes this option tells program to
recalculate the free space available in current
archive folder. Some SAN devices do not
calculate available free space correctly when used
Low disk notify – when archive volume falls below
space limit (in MB) archive log will reflect this
condition
Database Level Archiving – keeps images from
multiple databases from being commingled when
archived to the same archive folder
Tools/Archive Setup/Log Options
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Default method is a daily log file named around
archive set (i.e. AUTOARCHAUTO1.LOG) in the
halFILE program directory. This is the log that is
emailed (if configurable) to user
Disable logging – turns off all archive logs
Append to archive log – log file will be cumulative
if this option is selected
Debug log file – used by Technical Support to
troubleshoot problems with archive processes
Dated log file – will incorporate run date in the
log file name (must use append option as well)
Auto Archive/Source
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Archive Set – database/basket information for a
specific archive folder is built in set
Set Description – user’s reference for this set
Select appropriate application, database(s), and
basket(s) to include for archive of this set
Auto-rotate cartridges – check this box to have
halFILE automatically increment number as part of
the folder naming convention (i.e. CD1, CD2, CD3,
etc.)
All baskets option – will automatically include any
new baskets and remove any deleted baskets
without user intervention (customers using Merge
feature should use caution with this option)
Auto Archive/Destination
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Cart Name Mask – up to 8 characters including
placeholder for number ‘#’ (i.e. CD######)
would begin numbering with CD000001
Drive suffix – allows additional levels of archive
folders above the default
Cart Description – text describing the cartridge
which can include number placeholder ‘#’
Size limit – total space available for the archive
folders – normally 630mb for CD backup,
4000mb for DVD backup
Current Cart Num – reference for the current
cartridge number being used by the set
Auto Archive/Destination cont...
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Cart type – based on system either local,
network, or mapped (Novell)
Drive – from the configure/drives parameter this
is your archive storage drive letter or share name
Overflow drive – can be the same as Drive
selected above or can be another volume
configured to be used when all disk space on
‘Drive’ has been used
Save DB Information – check ‘On’ button to have
archive make a copy of all index records that
match archived images in the archive folder
Log System Messages – check ‘On’ button to
have archive send system message that
administrator will receive when logging into
halFILE
Auto Archive/Alerts
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SMTP server – name of server that hosts
email for your company
Email1,2,3 – up to three email addresses
for email of the archive log file
Include archive log file in email – check
box to get detailed log file included with
email message
Save Set – must click this button to store
your configuration for this archive set
before clicking OK
Delete Set – removes the selected set
from archive
Tools/Options/General
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Date Format – defines how dates are displayed in
search and index
Root Basket Path – tells the basket program
where the “tree” begins for building basket
folders
Crystal Reports Path – location of the file
CRW32.EXE on this PC for designing reports
Viewer type – Imaging Viewer (requires Imaging
for Windows installed on PC), Kofax Viewer
(provided by halFILE install)
Tools/Options/System Messaging
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Allows send and receive of messages to halFILE
users that are delivered when logging into
halFILE
Tools/Options/Administrative Reports
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This menu sets up the reports that are found in
the Reports menu option inside the Administrator
Consistency Check (Field Gap) report schema is
defined in this screen
Reports that run outside of halFILE search can be
configured as menu options here
Tools/Options/Transactions
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Use halFILE Transaction Logging – check this box
to enable detail transaction logging of all activity
in halFILE (search, index, update, etc.). This
creates a table called HFTRANSACTIONS inside
your HFWPARAMS SQL database
Purge Transactions – delete old transaction
history around a specified date range
Generate Transaction Report – links to Crystal
Report HFTRANSACTIONS.RPT to show activity by
database and user based on date range
Tools/Security Versions
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Use halFILE Integrated Security – when this box
is checked the Windows network ID of the PC is
passed through to halFILE as the halFILE user ID
automatically (i.e. no need to sign on to halFILE
separately). Your halFILE user ID mirrors your
network user ID in halFILE security users table
Use ODBC Integrated Security – halFILE logins
are linked to the SQL server security. If this box
is checked then all halFILE users must be added
to the SQL server
Version Control – for associated documents
(.XLS, .PDF, .DOC, etc.) this controls whether
they are stored in halFILE as read-only
Tools/FTP Setup
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Used to give halFILE the necessary parameters to
use the FTP protocol on your network server to
send files either on-demand or as a scheduled
task
Uses the halFILE program HALFTP.EXE
Tools/hfDeliver
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Certain halFILE programs reside on your C: drive
(the image viewer for example) These programs
must be in sync with the programs common to all
users kept in the HALFILE program directory
Enable deliver – check this box to have the
deliver feature always on. Terminal Server
permissions issues prevent some users from
checking this box
Current Deliver Packet – the ID created by the
halFILE update service for the most current
program set
Tools/hfDeliver cont...
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Prompt when updating workstations – check
mark triggers the message “A halFILE update is
available do you want to install it?” when
launching the halFILE program after an update
has been downloaded
Reboot system after applying updates – will force
a system reboot after the files are copied to your
local drive
Restart halFILE for Windows after updates – will
close the halFILE program and reopen after the
files are copied to your local drive
Do not apply updates to TS/Citrix sessions –
checked because of permissions issues with user
profiles where user cannot apply updates unless
an administrator to the server
Tools/hfDeliver cont...
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Modify Deliver Programs – allows user to control
what files are contained in the deliver packet for
the workstations
Apply updates to this workstation – forces the
copy of files from the deliver packet to this
system’s local drive (on demand)
Questions?