Step by Step Quick Guide

1. Install DocSmart Server on to your server (Windows 2000 or 2003 Server or Advanced Server, or SBS 2000 or 2003) or a dedicated PC (Windows 2000 or XP)

2. Add the folders you want indexed to the 'docsmart' catalogue, remembering to enter the share name of the folders into the share name field in DocSmart Server when adding the folders. NOTE - you only need to add the top level shared folder to the catalogue as all sub folders will be indexed. NOTE - users can only see files that they have rights and permissions to see as determined by their existing network login profile so don't worry about adding folders which are only intended to be seen by certain people.

3. Go to a PC and log in to your network as normal using the normal users login profile (so that the DocSmart icon appears on the users desktop) and then install DocSmart Client. NOTE - the network user profile you use to log in to your network needs LOCAL machine Administrator rights to install DocSmart Client; you can remove these rights after installation if you wish.

4. Once installation is finished run DocSmart Client and you will be prompted to connect to an index catalogue (this prompt only occurs after a new install). The catalogue you want to connect with is the 'docsmart' catalogue on your server so type in the name of your server in the 'computer' name field (or browse to the server and click on it once and the name will appear in the computer name field).

5. The 'docsmart' catalogue name will be the default in the 'catalogue' field and even though it may not appear immediately,  just accept the settings after entering your server's name in the 'computer' name field. You can now 'Close' this 'Administration' window. If you open it again (via Indexing pull down menu) you should see your server's name and the 'docsmart' catalogue name in the appropriate fields.

6. That's it! DocSmart Server will be indexing your chosen folders and once finished will continually monitor all file activity and update the catalogue accordingly. You can see the indexing status under the 'Indexing' pull down menu in DocSmart Server or Client. NOTE - All the required system services to run DocSmart Server and Client start automatically, there is nothing to do, just open DocSmart and use it!

7. To search the server catalogue simply open DocSmart Client and select Search option and type in some keywords that are contained in the documents you are searching for.

Technical Support:
If you require technical support please call 01698 420837 or try out the Live Help on our Home page or email Versis: support@versis.co.uk.