This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þ Small Business
Index Set Properties are located by selecting the Index Set Tools Menu from the Icon Toolbar and clicking Manage Index Sets. Highlight the Index Set to be worked with and right-click to bring up a menu, then select Index Set Properties.
Index Set Properties allows an administrator to rename an Index Set or change security permissions and add or delete Users and Groups for the Index Set. Index Set Properties are synchronized across the Library. A change to an index Set will be replicated to every Cabinet associated with that Index Set.
The General Index Set Properties item contains information associated with the index Set. They are:
Index Set - a unique identifier for each Index Set
Permission ID - display the unique identifier for the Permission Set either created for inherited by the Index Set
Modified - Date and time the Index Set was last modified
Create - Date and time the Index Set was created
Operator - the user or administrator that last modified the Index Set
Caption - the name assigned to the Index Set - this field is modifiable and can be used to rename an Index Set
Description - an editable field to leave memo notes about the Index Set
Use this dialog box to select sets of field data to be used for the file name when a document is exported to a hard drive or sent as an attachment to an email. This function must be specifically set for each index set.
To create an Export File Name:
Put a check in the box associated with the fields that DocuXplorer should use to create a string that will be the export file name
Select the order for the string by dragging and dropping the field name into the proper place - you can see the order at the top of the check boxes.
Tip:
Date fields used for export file names will be displayed as mm-dd-yyyy.
The default field used when creating an export file name is the Subject field. Only when other fields from an Index Set have been selected to be the export file name can the Subject field be unchecked.
To set up Index Set security administrators will use the Index Set Permissions Item located by selecting the Index Tools Menu and clicking Manage. Highlight the Index Set to be worked with and right-click to bring up a menu, then select Index Set Properties to add or delete Users and Groups and set permissions for the Index Set.
Tip:
Default Index Set permissions are set at the Library.
A new Index Set will inherit the permissions set for its template. If the new Index Set's permissions are changed it will become a parent object and any Index Sets created from it as a template will inherit the new permission set.
Important:
Each Index Set has its own set of properties and permissions. By default an Index Set's properties: users, groups and permissions are set to the Library's defaults to assure security. When creating an Index Set administrators can modify Index Set permissions.
Permissions allow you to add users and groups and set security properties for users and groups for the Index Set.
See the Security/Users/Groups help item for more information on how to add users and groups to an Index Set.
See Security/Index Set and Field Permissions for more information about setting Index Set permissions.