PS View Training Services Paradise Software PS View TRAINING.
-
Upload
james-mckinney -
Category
Documents
-
view
217 -
download
2
Transcript of PS View Training Services Paradise Software PS View TRAINING.
![Page 1: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/1.jpg)
PS View Training Services
Paradise SoftwarePS View
TRAINING
![Page 2: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/2.jpg)
PS View Agenda
Course Sections1) PS View Overview2) Security Basics3) Document Administration4) Security Administration5) Course Review
AGENDA
![Page 3: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/3.jpg)
PS View Overview
• The Basics• System Requirements• Glossary and Terms• Logging In• Basic Document Search• Search Results• The Document Cart• The Document Viewer• Practice
-Section 1
![Page 4: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/4.jpg)
PS View Overview
• PS View Archive– A web based / hosted service that
allows you to scan and electronically organize your documents for retrieval.
• Terms you might want to remember…– Software as a Service– Document Imaging – Business Process Management– Java Runtime Environment
-The Basics
![Page 5: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/5.jpg)
PS View Overview
• PS View Workstation Requirements– Windows
• JRE (Java Runtime Environment)v.1.5.0-b64 for PC or higher
• http://java.sun.com/javase/downloads/index.jsp
• Internet Explorer 7.0 or higher• Mozilla Firefox 2.0 or higher
– MAC• Java 1.4.2_05• Safari Browser
System Requirements
![Page 6: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/6.jpg)
-Glossary &Terms
PS View Overview
– Doc Classes are also the categories we put documents in such as “Tax Forms” or Personnel Files”
– Document Classes allow us to sort, categorize and locate documents in the imaging system.
– Doc Classes form a logical “Tree” or hierarchy
– Workflows are defined for a single Doc Class
• Document Classes– A name given to a specific type of document
such as a “1040 Form” or an “Employment Application” .
![Page 7: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/7.jpg)
-Glossary &Terms
PS View Overview
• Indexes– Individual data values associated with a
document such as Name, SSN, or Student ID
• Indexes are used to search for a document• For example: “Find all of the Licensure
documents for John Smith”
![Page 8: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/8.jpg)
-Glossary
&Terms
PS View Overview
• Domains– Points of entry to the Doc Class
Tree
• Think of them as Bookmarks• Domains allow us to enter the
document class tree at different places.
![Page 9: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/9.jpg)
PS View Overview
• Logging Into PS View– Your Domain:
https://wsfcsk12.PS View.com– Your Username: Your Full Email
Address– Passwords
• 8 or more characters• Must have 3 of 4: • Upper, Lower, Numeric, Special
Characters
-Logging
In
![Page 10: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/10.jpg)
Changing Your Password
PS View Overview
• Changing Your Password– Use the MyProfile Button– Remember the Requirements– Be Sure to Hit Save
![Page 11: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/11.jpg)
PS View Overview
• Changing Your Password – Step 1– Choose “My Profile” from the main menu area– Choose My Profile from the Sub Menu pWindow– Check “Change Password”
Changing Your Password
![Page 12: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/12.jpg)
PS View Overview
• Changing Your Password – Step 2– Enter New Password and Confirm– Click Save
You Are Done!
Changing Your Password
![Page 13: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/13.jpg)
PS View Overview
• Document Search– Finding the right document or set
of documents
-How to Search
• Search a low level doc class, or an entire category• “Look for 1040 forms”• “Look for any Tax Forms”
• Search for an exact match or a fuzzy match• “Search where last name = Stevens”• “Search where last name [contains] even”
• Search with multiple values• “Search where last name = Stevens and DOB = 7/4/76
![Page 14: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/14.jpg)
PS View Overview
• Document Search– Choose your Doc Class
• Searches can be performed at any level
– Enter your criteria– Hit “Search”
-How to Search
![Page 15: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/15.jpg)
PS View Overview
• Search Results– Indexes Displayed– 10 items per page– Document Cart Features
-How to Search
![Page 16: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/16.jpg)
PS View Overview
• Document Cart– Select Documents to add to cart– Click “Add to Cart”– View Cart
Use the
Cart!
![Page 17: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/17.jpg)
PS View Overview
• View Document Cart– Cart can be emailed via secure expiring link– Documents in the Cart can be arranged– The entire cart can be printed
Use the
Cart!
You can add documents to your cart throughout the day…
…Then view, print or email all at once.
![Page 18: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/18.jpg)
Document
Viewer
PS View Overview
– The Viewer appears within the “View Image” tab of the Document
– The Annotation Toolbar is secured
– Print and Scan Buttons are also secured
• The Document Viewer– A sub window within PS View that allows for
viewing, annotating, and printing documents.
![Page 19: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/19.jpg)
Document
Viewer
PS View Overview
– Activate the toolbar by clicking the wrench icon
– Select the small blue down arrow to expand options
• Annotation Toolbar – A collection of tools to highlight, and redact
the document. Also, notes, stamps, shapes etc.
![Page 20: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/20.jpg)
Docume
nt Viewer
PS View Overview
– The Scan button allows you to scan additional pages into the document
– The File Icon allows you to select a file (image) to be added to the document
• Adding Pages to a Document– The upper toolbar allows for additional
pages, printing and saving changes or additions.
![Page 21: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/21.jpg)
Document
Viewer
PS View Overview
• Document Viewing / Locator– The upper toolbar allows for additional
pages, printing and saving changes or additions.
First, Previous, Next, Last page (if multiple pages exist)
Zoom in / Zoom out, Rotate File
![Page 22: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/22.jpg)
– Brightness
– Image Enhance
– Open in sizable window
Document
Viewer
PS View Overview
• Image Enhance– The image can be enhanced, but remember
the enhancements do not change the original. They are for “view ability” only.
![Page 23: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/23.jpg)
Document
Viewer
PS View Overview
• Image Size Adjust, Page Move– Zoom to fit, page width, full size– Move page order up/down, reorganize– Delete Page
![Page 24: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/24.jpg)
Time to
Practice
PS View Overview
Quick Practice• Log on to PS View• Locate the Document Class Tree• Distinguish Doc Classes from a
Domain• Choose a Doc Class to Search• Enter Criteria• Click “Search”
![Page 25: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/25.jpg)
PS View Agenda
Course Sections PS View Overview2) Security Basics3) Document Administration4) Security Administration5) Course Review
AGENDA
![Page 26: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/26.jpg)
Security Basics
• Overview• Glossary and Terms• Password Reset• Adding a New User• Security Practice
-Section 2
![Page 27: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/27.jpg)
Security Basics
• PS View Security– The means by which users are granted
permission to access documents and perform certain actions on those documents
• Terms you might want to remember…– Users– Groups– Permissions– Grant– Deny– Profile
-Overview
![Page 28: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/28.jpg)
-Glossary
&Terms
Security Basics
• Rights Include– The right to access a document– The right to print or annotate a document– The right to add a user to the system– The right to change an Index value
• Permission– A right to access a document or feature,
granted to a group or individual.– Also, in the negative sense, a permission
can be the specific denial of a right.
![Page 29: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/29.jpg)
-Glossary
&Terms
Security Basics
• Groups are used to simplify the granting of permissions– A bundle of documents can be
granted in one motion– A single permission can be granted
to a bundle of users in one motion– Groups create uniformity of
permissions by defining roles
• Group– A collection of users with a specific
permission in common– A collection of permissions that are
bundled together for ease of assignment
Global Permissions
Dept Domain1Dept
Doc Class1Dept
Doc Class2
Dept Domain2
Dept Doc Class 3
Sample Group Topology
![Page 30: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/30.jpg)
-Pull it all
together..
Security Basics
• Groups become neat piles of like entities– Personnel documents– Administrator Functions– Workers
• At a minimum, Users should have– Rights to at least one document– Rights to at least one domain– Rights to log in
![Page 31: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/31.jpg)
-How to
Reset a
Password
Security Basics
• Password Reset– Choose “Security Admin” from the main menu area– Choose Manage User, select the user– Click “Unlock”
![Page 32: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/32.jpg)
-Adding a
new user
Security Basics
• Adding a User – Step 1– Choose “Security Admin” from the main menu area– Choose Manage Users – Click New
![Page 33: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/33.jpg)
-Adding a
new user
Security Basics
• Adding a User - Step 2– Enter User Information and Password– Choose Permission Level “Clone”– Click Save
![Page 34: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/34.jpg)
Time to
Practice
Security Basics
Quick Practice• Log on to PS View• Locate the Security Admin Button• Choose Manage Users• Select [assigned user name] from the list• Locate the unlock or lock button at the top• Click unlock to unlock the accountAlso…• Peruse the permissions tabs• Note assigned Groups & Classes
![Page 35: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/35.jpg)
PS View Agenda
Course Sections PS View Overview Security Basics3) Document Administration4) Security Administration5) Course Review
AGENDA
![Page 36: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/36.jpg)
Document Administration
• Architecture Overview• Creating a Doc Class• Creating Indexes• Creating a Domain• Best Practices• Practice
-Section 3
![Page 37: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/37.jpg)
Architectur
e Overview
Document Administration
Superdoc• All Documents
– All People Documents• All Student Documents• All Employee Documents
– Non-People Documents• Accounting Documents• Curriculum Documents• Government Documents
• Document Class Definitions- Doc Classes are hierarchical- Superdoc is the Parent of all (system
generated- Parent contains child classes- Child classes contain documents
• All Employee Documents• Employment Experience• Benefits Documents• Payroll Documents
• NC-4 Form• I-9 Form• Direct Deposit
Authorization Form
![Page 38: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/38.jpg)
Architectur
e Overview
Document Administration
– Example: “All People Documents”• Indexes:• Name• DOB• SSN
• Document Class Definitions – continued- Doc Classes inherit from their parents- Indexes are defined to parents (if possible)- Common Documents share common
indexes
• Example: “All Accounting Documents”• Indexes:• Invoice ID• PO Number• Vendor Number• Check Number
![Page 39: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/39.jpg)
Creating a new Doc Class
Document Administration
• Creating a new Doc Class – Step 1– Choose “Domain Admin” from the main menu area– Choose Manage Doc Classes– Click New
![Page 40: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/40.jpg)
Creating a new Doc Class
Document Administration
• Creating a new Doc Class – Step 2– Choose the Parent Class– Add Name, Description and Retention– Click Save
Doc Class names must be unique!
![Page 41: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/41.jpg)
Creating a new Doc Class
Document Administration
• Creating a new Doc Class – Step 3– Choose “Document Indexes”– Review Inherited Indexes– Click New to add another Index
![Page 42: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/42.jpg)
Creating a new Doc Class
Document Administration
• Creating a new Doc Class – Step 4– Assign Name, Type and Length– Identify if Index is Required, Viewable, Searchable– Click Save
![Page 43: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/43.jpg)
Creating a new Doc Class
Document Administration
• Creating a new Doc Class – Step 5– Verify your Index Has Been Created– Add other Indexes as Needed– When Finished, Click the Document Detail Tab
![Page 44: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/44.jpg)
Creating a new Doc Class
Finished!
Document Administration
• Creating a new Doc Class – Step 6– Click the Save Button– Click the Create Button !!!
• Make Sure you have Defined the Identity Index before Create
– Confirm Permissions for Class (See Permissions Steps)
![Page 45: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/45.jpg)
Creating a Domain!
Document Administration
• Creating a Domain – Step 1– Click Domain Admin– Click Manage Doc Domains– Click New
![Page 46: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/46.jpg)
Creating a Domain!
Document Administration
• Creating a Domain – Step 2– Enter Domain Name– Click Save
![Page 47: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/47.jpg)
Creating a Domain!
Document Administration
• Creating a Domain – Step 3– Click Your New Domain Name to Edit– Click the Classes Tab– Click New
![Page 48: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/48.jpg)
Creating a Domain!
Document Administration
• Creating a Domain – Step 4– Locate Your Doc Class– Click “Add to Domain”– You are Done! (Except Permissions)
Your New Domain and Doc Class
Appear in the Tree
![Page 49: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/49.jpg)
Best
Practices
Document Administration
Before building an Archive, ask four critical questions:
1. “What document am I going to image?”
2. “How do I want to search for (retrieve) the image?”
3. “Who needs to access the scanned image?”
4. “Who needs to do what with the scanned image?”
![Page 50: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/50.jpg)
Best
Practices
Document Administration
What Document am I Going to Image?
The document, not the user, determines the Archive set up.
Design the Archive around the document(s) to be imaged.
![Page 51: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/51.jpg)
Best
Practices
Document Administration
How Do I Want to Search for the Image?
Determine Searchable values (Indexes)
Ask, “What search values do these documents have in common? Which are unique to a specific document type?”
Push like indexes to the highest Parent Doc Class.i.e. Push “Last Name” up to “All People Documents”
![Page 52: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/52.jpg)
Best
Practices
Document Administration
Important Doc Class Best Practices
Doc Classes can be removed, but when removed, all documents associated with a Doc Class are deleted and all child Doc Classes are orphaned.
Index Values can be added to a Doc Class at any time.
Doc Class retention can be changed. The change will affect only new documents entered into the system. Existing documents will retain the old retention value.
Use unique doc class names
Avoid ampersands (&) in doc class names
![Page 53: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/53.jpg)
Best
Practices
Document Administration
Six Data Types for Index Values
Identity: Used for the Image Notes Feature and the related docs feature
- You must define the Identity Index before “creating” Doc Class
- Doc Class must be a child of Superdoc to have Identity Index
Text: Used for index values containing Alpha-numeric data
Number: Used for index values containing numeric data
Date: Used for index values containing dates MM/DD/YYYY
Multi-value: Used of index values containing multiple data elements for one document
Picklist: Used to create a drop down list of selectable pieces of data
![Page 54: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/54.jpg)
Best
Practices
Document Administration
Index Best Practices
Put largest number of shared index fields at highest parent level
The Number Index field will automatically add two decimal places to whole numbers and remove leading zeroes.
Use the Text Index field for all index values containing Alpha-numeric Characters. By default, this field will not allow any punctuation.
Identity Indexes must be created before the class is created, and the class must be a direct child of the superdoc class
![Page 55: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/55.jpg)
Best
Practices
Document Administration
Permissions Basics
If you are an Administrator, you automatically see new Doc Classes and Domains.
However, your users will not see new Doc Classes and Domains automatically.
Be sure to add new Doc Classes and Domains to necessary Users or Groups.
More on this in the next section…
![Page 56: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/56.jpg)
• Document Admin Lab– Create a new Document Class– Add a new Index– Add a new Domain– Register the Class with the Domain– Confirm the Domain and Doc Class Appear
(Since you are an administrator)
Practice
!
Document Administration
![Page 57: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/57.jpg)
PS View Agenda
Course Sections PS View Overview Security Basics Document Administration4) Security Administration5) Course Review
AGENDA
![Page 58: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/58.jpg)
Security Administration
• Security Admin Overview
• Securing a Document Class
• Using Groups• Best Practices• Practice
-Section 4
Agenda
![Page 59: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/59.jpg)
Security Administration
• Permission Groups– Four Major Levels of Permission
-Security
Admin
Overview• Administrative Users: Add/Delete Users,
Add/Delete Doc Classes, document & page deletion, document move, modify index data, retention, activate/inactivate, email doc, annotate, print, check in/out, doc cart print/email
• Power Users: Annotate, print, check in/out, import/add docs, email docs, image notes, saved search (filter), my profile update, doc cart print/email
• Standard Users: Annotate, print, check in/out, import/add docs, doc cart print, image notes, saved search (filter), my profile update
• View Only Users: View, check in/out, image notes, saved search (filter), my profile update
![Page 60: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/60.jpg)
Security Administration
• Permission Groups– Four Major Levels of Permission
-Security
Admin
Overview• Administrative Users: Add/Delete Users,
Add/Delete Doc Classes, document & page deletion, document move, modify index data, retention, activate/inactivate, email doc, annotate, print, check in/out, doc cart print/email
• Power Users: Annotate, print, check in/out, import/add docs, email docs, image notes, saved search (filter), my profile update, doc cart print/email
• Standard Users: Annotate, print, check in/out, import/add docs, doc cart print, image notes, saved search (filter), my profile update
• View Only Users: View, check in/out, image notes, saved search (filter), my profile update
Power User
HR Domain1HR
Doc ClassHR
Doc Class2
HR Domain2HR
Doc Class3
Sample UserGroup Topology
![Page 61: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/61.jpg)
Security Administration
• Document Class Groups– Are there subdivisions?– Do any require special access
-Security
Admin
Overview
• Personnel File• Pre-Employment• Licensure File• Evaluation• Benefits
• Inactive Documents
![Page 62: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/62.jpg)
Security Administration
• Document Class Groups– Are there subdivisions?– Do any require special access– Create a special doc class group
-Security
Admin
Overview
• Personnel File• Pre-Employment• Licensure File• Evaluation• Benefits• Inactive Documents
Power User
HR Domain1HR
Doc ClassHR
Doc Class2
HR Domain2Benefits
Doc Classes
Sample UserGroup Topology
![Page 63: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/63.jpg)
Security Administration
• Domains– Use for ease of access– Domains require Security Access
-Security
Admin
Overview
HR Domain• Personnel File
• Pre-Employment• Licensure File• Evaluation• Inactive Documents
Benefits Domain• Benefits
![Page 64: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/64.jpg)
Security Administration
• Domains– Use for ease of access– Domains require Security Access
-Security
Admin
Overview
HR Domain• Personnel File
• Pre-Employment• Licensure File• Evaluation• Inactive Documents
Benefits Domain• Benefits
Power User
HR Domain1HR
Doc ClassHR
Doc Class2
Benefits DomainBenefits
Doc Classes
Sample UserGroup Topology
![Page 65: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/65.jpg)
Security Administration
• Steps for Securing a Doc Class– Create/Identify the Group of Belonging– Grant Doc Class Access to the Group
• Is it already within a domain?
– Grant User to the Group
-Securing a Doc Class
![Page 66: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/66.jpg)
• Creating a new Group – Step 1– Choose Security Admin– Choose Manage Groups of Users– Click New to add another Group
Securing a new Doc Class
![Page 67: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/67.jpg)
Securing a new Doc Class
Security Administration
• Creating a new Group – Step 2– Enter Group ID, Name, and Description– [Optionally] Choose Group to Clone– Click Save
![Page 68: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/68.jpg)
Securing a new Doc Class
Security Administration
• Grant Doc Class to the Group – Step 2– Choose the “Group Classes” Tab– Click New
![Page 69: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/69.jpg)
Securing a new Doc Class
Security Administration
• Grant Doc Class to the Group– Step 3– Grant “Search” to your new Doc Class– Click Save
![Page 70: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/70.jpg)
Securing a new Doc Class
Security Administration
• Grant User to the Group – Step 4– From the Manages Groups of Users Page,
Choose “Group Users” Tab– Click New
![Page 71: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/71.jpg)
Securing a new Doc Class
Security Administration
• Grant User to the Group – Step 5 – Click the link with our user ID– We’re not done yet. Our User has been added
to the group. (What about the domain?)
![Page 72: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/72.jpg)
Security Administration
• Review: Steps for Securing a Doc Class– Create/Identify the Group of Belonging– Grant Doc Class Access to the Group
• Is it already within a domain?
– Grant User to the Group
-Review: Securing a Doc Class
![Page 73: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/73.jpg)
Security Administration
• Steps for Securing a Domain– Create/Identify the Group of Belonging– Add the Domain to the Group– Add the User to the Group
-Securing a Doc Class:Domains
![Page 74: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/74.jpg)
Securing a new Domain
Security Administration
• Creating a new Domain Group – Step 1– Choose Security Admin– Choose Manage Groups of Users– Click New to add another Group
![Page 75: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/75.jpg)
Security Administration
• Creating a new Domain Group – Step 2– Enter Group ID, Name, and Description– [Optionally] Choose Group to Clone– Click Save
Securing a new Domain
![Page 76: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/76.jpg)
Security Administration
• Grant Domain to the Group – Step 3– Choose the “Group Domains” Tab– Click New
Securing a new Domain
![Page 77: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/77.jpg)
Security Administration
• Grant Domain to the Group– Step 4– Grant Access to your new Domain– Click Save
Securing a new Domain
![Page 78: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/78.jpg)
Security Administration
Securing a new Domain
• Grant User to the Domain Group – Step 5– From the Manages Groups of Users Page, Choose
“Group Users” Tab– Click New
![Page 79: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/79.jpg)
Security Administration
• Grant User to the Domain Group – Step 6 – Click the link with our user ID– We’re done. Our User has been added to the
group.
Securing a new Domain
![Page 80: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/80.jpg)
Security Administration
• Steps for Securing a Domain– Create/Identify the Group of Belonging– Add the Domain to the Group– Add the User to the Group
-Review• Steps for Securing a Doc Class
– Create/Identify the Group of Belonging– Grant Doc Class Access to the Group
– Is it already within a domain?– Grant User to the Group
-Review
![Page 81: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/81.jpg)
• Document Admin Practice– Create a new Document Class– Add a new Index– Add a new Domain– Register the Class with the Domain– Confirm the Domain and Doc Class Appear
(Since you are an administrator)
Practic
e
Security Administration
![Page 82: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/82.jpg)
Conclusion
Course Sections PS View Overview Security Basics Document Administration Security Administration Course Review
AGENDA
![Page 83: PS View Training Services Paradise Software PS View TRAINING.](https://reader037.fdocuments.us/reader037/viewer/2022110100/56649e1b5503460f94b0973b/html5/thumbnails/83.jpg)
Paradise Software Thanks You
Thank you for Choosing PS View!
Paradise Software Solutions LLC