To Connect to an existing Library:
From the Desktop File Menu select Library Connect/Create
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Select “Validate Connection Path” by clicking the check box if not already checked
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Change any Connection Type Intranet/Internet settings as necessary (See “CONNECTION TYPE” Below)
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Change the Connection Path, if necessary, setting it to the correct location for the DocuXplorer Data Files
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All connection paths to DocuXplorer - Library and Cabinets, must be made using UNC coding. All UNC Paths must be entered in upper case.
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Test the Connection Path
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Library Name is the name of the Library. The default Library Name is DXLibrary
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Click Save and Close to save the connection information
Access Mode
Single User or Multi-user - When checked determines whether the installation is to be single user or multi-user. A multi-user system requires that the Advantage Database Server Software be installed on the networked computer that will serve as the data's default location.
Connection Type
Intranet - LAN
These settings are used to connect to a server on a local area network. If the Server name and IP are blank DocuXplorer will determine both values based on the connection path.
Server Name - the name of the server to be used with this network or Intranet connection. When adding or changing a server name DocuXplorer will try to resolve the IP address of the server and update the Server IP information or you may enter the IP address manually.
Server IP Address - the computer's Internet Protocol Address. Each computer has a unique computer address within it's domain (ex.192.168.0.10). DocuXplorer's validation process attempts to automatically determine and populate this field with the correct IP Address based on the Server Name previously entered. If the validation process fails to enter a correct IP Address you will need to enter it manually. If you do not know the computer's IP Address contact your network administrator for assistance. If the computer's IP Address changes some time after the initial setup you will need to enter the new IP Address manually.
Server Port Address - If the Port address on the client and server are zero the first available port is initialized, otherwise enter the Port Address to use when connecting to DocuXplorer.
Tip:
Assigning a port address will minimize the startup time for DocuXplorer. If a port address is assigned make sure the Advantage Server Configuration is changed to the same value. See the DocuXplorer Network Installation Instructions for information on how to make changes to the server configuration.
Internet - WAN
This setting is required when users will directly connect to DocuXplorer via the Internet and can be used for a local setting if needed. You can also use Internet settings for local area access if the a user does not have security rights to access the Library's Data Directory. Since some Internet connections are not fast enough to carry large amounts of data effectively we highly recommend that Terminal Services or Citrix be used to improve Internet speed for remote users.
Provide the following information for users to connect via the Internet;
Server Name - Enter the name of the server or URL to be used with this Internet connection. When adding or changing a server name DocuXplorer will try to resolve the IP address of the server and update the Server IP information or you may enter the IP address manually
Server IP Address - Enter the Server IP Address to be connected to. The Server IP Address must be a Static IP address.
Server Port Address - Enter the Port Address to use when connecting to DocuXplorer.
The Default is set to 6262. If firewalls or proxy services are installed be sure to allow access for the selected port address.
Tip:
Setting up Internet access is complicated by issues such as Static or Dynamic IP address, Port addresses, Firewalls and more. We recommend that users who wish to setup Internet access purchase consulting time to complete the process successfully.
User Access
Login as
Enter the default Login name to be displayed at this workstation. Users can change the Login Name and password in the Login Dialogue Box that appears when DocuXplorer is started on a workstation.
Tip:
When a Login is required the administrator will need to create a User List with the names of users and their associated password.
Library
Validate Connection Path
A user can choose to allow automatic validation of the connection path. If the program cannot validate the connection path it will prompt the user for the correct connection path.
If Validate Connection Path is not checked the user is responsible for creating a location for the Library database and a subfolder called "temp".
Entries for the UNIX/Linux operating systems are case sensitive, information should be entered in the same case as in the operating system.
Validation can occur over a LAN or Intranet connection but cannot be enabled when using an Internet connection.
Connection Path
This field determines the connection path the program uses to connect to the DocuXplorer Library.
Tip:
It is required that connection paths be formatted using UNC standards.
(ex.(\\ComputerName\Shared Resource, "\\MyComputer\DXDocs")
Library Name
This is name of the Library. The default Library name is DXLIBRARY.
Tip:
The only time the Library name would need to change is when a DX3 user is converting to DX4.
