This Help topic refers to the following editions:
þ Enterprise þProfessional
Set Administrative Defaults from the desktop Ribbon tab Home | Options | Administrative item on the Application Defaults tree.
Setting application defaults on this screen is an Administrator function and can only be changed by users with Administrator permissions.
This item is a global default and need only be set on one workstation.
This security setting determines whether passwords must meet certain complexity requirements. Complexity requirements are enforced when passwords are changed or created.
When the "Enable Password Complexity Requirements" box is checked, passwords must meet the following minimum selected requirements:
Max Password Age: This forces the user to change their password every # days
At least one numerical value: User must enter a 10 base digit (e.g. 0 through 9)
At least one special character: User must enter a Non-alphanumeric character(s)( e.g. ~!@#$%^&*_-+=`|\(){}[]:;"'<>,.?/)
At least one uppercase character: User must enter an uppercase character(s) of a European language (A through Z, with diacritic marks, Greek and Cyrillic characters)
At least one lowercase character: User must enter a lowercase character(s) of a European language (A through Z, sharp-s, with diacritic marks, Greek and Cyrillic characters)
This feature allows you to create an audit trail on each document. Check the box to Log Document Events.
Tip:
Logging Document Events needs to be checked as On when used by a health care facility to comply with HIPAA requirements.
Require User Description when Printing, Email or Exporting
Allows administrators to require users to enter a description as to why a document is being printed e-mailed or exported from DocuXplorer.
Tip:
When e-mailing a document from DocuXplorer it is recommended that a user be required to enter the name of the e-mail recipient.
Library Event History
The following Library Event History properties ”Limit number of days to view”, ”Limit Event History via Custom System Query Language File” and ”Optimize Load Time by Size” are tools to help with performance issues when viewing large amounts of Library Event History.
Limit number of days to view to
This property allows administrators to limit the event history by date. Enter the number of days from the current date to be shown. Setting the number to 0 allows the Library Event Log to display all records and allows the administrator to delete selected records history.
Limit Event History via Custom System Query Language File
This property allows administrators to assign an SQL file to be executed when viewing Library Event History. This enables an administrator ultimate control over the amount data viewed by defining date and event type criteria to be viewed. Within the Library Event History dialog administrators can select File->Save SQL Criteria to create an SQL file as an example in which to build from. DocuXplorer provides consulting support for clients that need assistance in creating custom SQL files.
Tip:
As a consulting service DocuXplorer Technical Support can help build the SQL file to create your custom display.
Optimize Load Time by Size
This feature allows administrators to optimize load time. The default number of records to display is 10,000. If more than 10,000 records are displayed grouping and filtering functionality will be disabled. You may increase or decrease the default number of records to be displayed before grouping and filtering is disabled.
Tip:
If you have a very large number of records to display and need to filter the data it is recommended that Limit Event History via a Custom System Query Language File be set as described above.
Disable Print Screen Key
This feature provides the ability to disable the Print Screen Key to prevent users from using Print Screen to copy a document to the clipboard and pasted into another program.
Tip:
This feature is a HIPAA requirement.
The feature is not enabled until DocuXplorer is closed and reopened.
This is a global setting and when checked will disable the Print Screen button for all DocuXplorer users.
Enter the computer names that should check for updates at startup
Enter each computer's name on a separate line to check for program updates. If the list is empty, all computers will be notified.
The user logged into DocuXplorer does not require administrative rights for this process to run. However, administrative rights are necessary to manually execute this process. To do so, please select Help > Product Updates from the main window.
Tip:
For Enterprise systems, please select only one workstation name to initiate the update process. This update will prompt all other DocuXplorer users to close the program on their respective workstations. Once all other workstations have been shut down, proceed to download and update the software just once. The updates will be automatically applied to all users connected to the server when they reopen DocuXplorer on their desktop.
Note that DocuXplorer Enterprise users who are not running the executable from the server will need to individually download and install the update on each workstation. To do this, select the "Product Update" option from the "Help" drop-down menu in the Menu Bar.
Maintenance Mode
When this option
is check no other user other than the Administrator's account will be
allowed to access the application. This allow the Administrator to Perform
Maintenance activities. Make sure you know the Administrators password
before using this feature. The default password is "admin".
Maintenance Mode Message
Use this description text to communicate to user why and when application maintenance will be completed.
Workflow Settings
Task Group Assignment Mode:
Task group assignment mode defines what happen when a task is assigned to a group (not an user).
Multi: A task will be created for each user in the group. So, if a group has users "john" and "maria", one task will be created for John, and another to Maria, and the tasks will be independent (both will have to be completed). When this option is selected, there is a set of logic based upon the completion statuses reached by all of these tasks. This logic is as follows: The completion status to hold the last majority will be selected in the workflow as the direction the workflow will go.
For example. if there are four users in a group that can complete a task as "Accepted" or "Rejected", and the tasks are completed in this order: Accepted, Rejected, Accepted, Rejected, the task will be assigned the completion status of Accepted. Although the final count is two Accepted and two Rejected statuses, The Accepted status held a 2:1 majority when the third task was completed, so the workflow will follow that completion status.
Single: A single task will be created that will be visible for all users in the group. If you later include/remove users to/from the group, the existing tasks will become not visible for users removed from the group, and will become visible to users added to group. Any user from the group can update the task, including finishing it.
Workflow interval timer
The workflow timer interval specifies how often the workflow job fires to process pending expired workflow tasks. Since this process is running on each desktop copy of DX this event does not need to fired often. The default value is 60 minutes.
Workflow Execution rules
This prevents users from executing a workflow on a document more than once.
The computers that run the workflow engine
The workflow engine evaluates the expiration status of each workflow task and executes the next actions as defined in the workflow. This feature allows you to specify computers, user login names, or both using the formatted Computer Name\User Name. Enter each computer or user on a separate line. If "All Computers" is entered, the workflow engine will run on all computers running Docuxplorer. It is advisable to select only computer that will operate 24/7 to accommodate tasks that may need to run overnight or on weekends.
Global Settings for all Computers
Located in the same directory where the DocuXplorer.exe program is installed is a files called docuxplorer.ini. This file contains settings for all users.