Navigation Tree

After launching MSAdmin, at the left of the main window you see the Navigation Tree. It serves as navigation through the site. All items are expandable. It means that if you click a tree item or click an arrow by its name, the item will be expanded to the next tree level.

When you click a second-level option in the left pane, the right pane of the window displays the corresponding tab(s) with a list of items.

The Navigation Tree of MSAdmin contains links to the following sections of the system:

Section Name Description

My Home

This page is displayed by default, when you log on to MSAdmin. The right pane contains links to all sections of the system.

Report Warehouse

Storage

  • Storage Volumes

This link allows you to manage storage volumes. For more information, see Storage Volumes.

  • Storage Groups

This link allows you to manage storage groups. For more information, see Storage Groups.

Maintenance

  • Maintenance Tasks

This link allows you to manage maintenance tasks. For more information, see Maintenance Tasks.

  • Log Clearance Tasks

This link allows you to manage log clearance tasks. For more information, see Log Clearance Tasks.

  • Maintenance Processes

This link allows you to manage processes. For more information, see Maintenance Processes.

  • Full Text Search

This link allows you to search for reports containing the specified text.

Document Management

  • Index Fields

This link allows you to manage indexes. For more information, see Index Fields.

  • Document Groups

This link allows you to manage document groups. For more information, see Document Groups.

  • Document Types

This link allows you to manage document types. For more information, see Document Types.

  • Filing Tasks

This link allows you to manage filing tasks. For more information, see Filing Tasks.

  • Filing Processes

This link allows you to manage filing processes. For more information, see Filing Processes.

Document Retrieval

  • Search Groups

This link allows you to manage search groups. For more information, see Search Groups.

  • Searches

This link allows you to manage searches. For more information, see Searches.

  • Search Notifications

This link allows you to manage search notifications. For more information, see Search Notifications.

  • System Notifications

This link allows you to manage system notifications. For more information, see System Notifications.

  • Filing Notifications

This link allows you to manage filing notifications. For more information, see Filing Notifications.

  • Offline Tasks

This link allows you to manage offline tasks. For more information, see Offline Tasks.

  • Offline Processes

This link allows you to manage offline processes. For more information, see Offline Processes.

Transfer

  • Export

This link allows you to export document types and document-related items. For more information, see Export.

  • Import

This link allows you to import document types and document-related items. For more information, see Import.

Automator

 

Server Status

This link allows you to check the current status of the Monarch Server Automation Edition server. For more information, see Server Status.

Standard Processes

  • Processes

This link allows you to handle Standard Processes. For more information, see Processes.

  • Schedules

This link allows you to view schedules of Standard Processes. For more information, see Schedules.

  • Jobs

This link allows you to manage Automator jobs. For more information, see Jobs.

  • Distributions

This link allows you to specify distributions for items used in Standard Processes. For more information, see Distributions.

  • Alerts

This link allows you to set up alerts on Standard Processes, jobs, and other items. For more information, see Alerts.

  • Scripts

This link allows you to view scripts available for Standard Processes. For more information, see Scripts.

  • Project Editor

This link allows you to create project files. For more information, see Project Editor.

Visual Processes

  • Processes

This link allows you to handle Visual Processes. For more information, see Processes.

  • Templates

This link allows you to access available templates that can be used for process creation. For more information, see Templates.

  • Logs

This link allows you to view information about executed processes. For more information, see Logs.

  • Alerts

This link allows you to set up alerts on Visual Processes. For more information, see Alerts.

  • Scripts

This link allows you to view scripts available for Visual Processes. For more information, see Scripts.

Connection Definitions

This link allows you to add predefined/saved connection definitions that can be reused in multiple projects. For more information, see Connection Definitions.

RMS

Content Recognition Rules

This link allows the automatic loading of models based on the content of the reports uploaded by the user. For more information, see Content Recognition Rules.

Portlets

Portlets

This link allows you to manage portlets. For more information, see Portlets Management.

Portlet Groups

This link allows you to manage portlet groups. For more information, see Portlet Groups.

Server Library

Folders

This link allows you to create server library folders that include particular models, projects, and templates. For more information see Folders.

Projects

This link allows you to add existing project files created with Monarch to the system and edit project files. For more information see Projects.

Models

This link allows you to manage models. For more information, see Models.

Templates

This link allows you to manage templates. For more information, see Templates.

Workspaces

This link allows you to manage workspaces. For more information, see Workspaces.

Change Lists

This link allows you to manage change lists. For more information, see Change Lists.

Bulk Edits

This link allows you to apply text content bulk editing to Server Library items. For more information, see Bulk Edits.

Rights and Privileges

Security Provider

This link allows you to define a security provider. For more information, see Setting Security Provider.

Roles

This link allows you to manage roles. For more information, see Roles.

User Groups

This link allows you to manage user groups. For more information, see User Groups.

Users

This link allows you to manage users. For more information, see Users.

Document State Groups

This link allows you to manage document state groups. For more information, see Document State Groups.

System Settings

System Preferences

This link allows you to set system preferences. For more information, see System Preferences.

Virtual Paths

This link allows you to manage virtual paths. For more information, see Virtual Paths.

Locale Management

This link allows you to manage locales. For more information, see Managing Locales.

Preprocess Converters

This link allows you to convert files of foreign, non-standard formats for processing them by the system. For more information, see Preprocess Converters.

Bulk Schedules Edits

This link allows you to apply bulk editing of schedules. For more information, see Bulk Schedules Edits.

News

News Management

When clicked displays three tabs: All News, Expired News and Global News. For more information, see Working with News.

System Reports

Configuration

This link allows you to generate configuration reports. For more information, see Configuration Reports.

Transaction

This link allows you to generate transaction reports. For more information, see Transaction Reports.

Annotations

This link allows you to generate annotation reports. For more information, see Annotation Reports.

Removed Reports

This link allows you to view the list of removed reports. For more information, see Removed Reports.

Activity Monitor

This link allows you to monitor the filing and maintenance activities over a period of time. For more information, see Activity Monitor.

Active Users

This link allows you to monitor active users in the system. For more information, see Active Users.

 

 

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