Managing Documents with Epiware

As the number of documents increases in an organization, managing them

becomes important to ensure ease of timely retrieval. Hence, keeping documents

at a central location in an organized way forms the primary job for any

enterprise.

Epiware is a software that can manage all your documents from a single Web

interface. It allows you to keep track of different versions of files, create

logs, i.e. who accessed the file and when, and also allows you to categorize the

file. Apart from document management, Epiware also serves as work flow

management for your enterprise. You can assign tasks, attach date, and finally a

Gantt chart is automatically generated which helps you in tracking the tasks.

You can also manage news feeds; create forums, event and so on.

Installation of this application is wizard driven which is why the deployment

is easy. You just need to modify little bit of the configuration file and create

a database for Epiware. Download the application from www.epiware.com, unzip and

place it on your Web server root directory. Open up the config.inc.php file and

find the following lines:

Apart from document management, Epiware provides you the option of managing tasks such as, assign tasks, status tasks, etc.

define("DB_NAME","project_db");



define("USERNAME","epi_user"); // user name to connect to project_db


define("PASSWORD","temp_password"); // password for the user name


define("IP_ADDRESS","localhost");

Now replace “DB_NAME” with the database name, similarly replace USERNAME,

PASSWORD and IPADDRESS with database username, password and the IP address of

the machine, where database server is running. Before starting the wizard, you

have to create database for Epiware. There is a SQL script named

“project_db.sql” inside the EPI directory. Navigate to the EPI directory, copy

the SQL file to the machine -where database server is running and run the

following command:

With the help of 'Watch' option, you can easily keep track of selected files withing your document repository.

# mysql -u root -p < project_db

After the database is created, run the 'install' script which is inside the

EPIWARE directory. This will create two different directories which will be

required to store file by Epiware. For executing the script, do the following

where the Epiware server is running.

# ./install

Next, open up Internet Explorer, type out the IP of the machine where EPIWARE

applications is running, and follow the onscreen wizard, your installation is

complete and the machine is ready to work.

Managing users



For creating a new user, login to the Epiware server from administrator account
and then click on 'member' tab. Now click on the 'Add Member' link, which will

open up a page to search users. This is to make sure that no such user exists.

Type the user name in the 'search user' text field and click on 'search user'

button. It will prompt you that the following user is not in the user

database.To add the user; click on 'continue' and fill up the necessary details

of the new user and click on 'save'.

Once the tasks are assigned to your employees, Epiware automatically generates a Gantt chart to give you a better view.

For editing the user details or for deactivating/deleting, navigate to the

'Member' tab and click on the 'edit' link along side of the user row.

Managing document



Document management refers not only to creating or deleting the documents but
also their monitoring and versioning. Let's starts with basics i.e. uploading

the document to the online document repository 'EPIWARE'. For this, navigate to

the 'Library' tab, and select 'shared drive' on the left hand panel. Create a

directory on the shared, as it will help in keeping the documents organized. For

creating directory, click on the drop down button and then click on 'New

Folder'. Provide a name for the directory and then assign users with necessary

rights who will be allowed to access the folder. Select the newly created

folder, click on the drop down button and then click on 'upload'. Now click on

'choose file' and then browse to the file you want to upload. Select the file

and click on 'open' to attach the file for upload. You can provide information

about the file that is being uploaded such as, author, description, date

created, etc and save. It can automatically send email notification to specific

users or group after the file is uploaded. It also offers mass uploading, where

you only need to specify the folder and all the files inside will be uploaded.

Deleting the file is an easy task, just click on the drop down button and

then click on 'Delete'. It will then ask for the confirmation for deleting the

file. Click on 'Ok' and the file is deleted.

You can view the access log of the file, as to who has

downloaded/edited/deleted the file. It also allows you to download or keep track

of multiple versions of a file. For this, select the file, click on the drop

down button and then click on 'version/history'. You can also set policy, such

as whenever a particular file is changed a notification is sent to you. It also

allows you to comment upon a file.

Assigning tasks



As we told you earlier, Epiware also helps in workflow management, where you

can manage tasks and events. Let's now see how you can create different tasks

and assign them to someone with a due date. For this, go to 'My Desktop' and

click on 'Tasks' link. This will open a page where you can assign the task. For

creating new task, click on 'Add new task', then specify the date when the task

is assigned, due date, priority, reference, status, assigned by and assigned to.

After entering the following details, click on 'Save'. If you want to send a

copy of task assigned to the assignee, then check 'Send a copy to the task to

assignee' checkbox, and if you want to notify the status, then check 'send me a

status when completed' checkbox.

For deleting the task, navigate to the Resource > Action Items, select the

task you want to delete and click on 'delete' for deleting the task.