Table of Contents

Table of Contents

IQadministrator - About. 1

Table of Contents. 2

Welcome to ImageQuest!. 4

Online Help Documentation. 5

Manage Warehouse. 5

Manage Users. 6

Adding New Users. 8

Single Sign-On (SSO) Overview.. 9

Manage User Information. 10

Deleting a User 11

Manage Licenses. 12

SMTP Server. 14

Cabinet List. 15

Manage ImageQuest. 15

Manage Users and Roles. 16

New User Properties and Permissions. 18

Adding New Roles. 26

Assignments. 29

Searching Users or Roles. 30

Removing Users or Roles. 32

Manage Document Types. 33

Document Type Overview.. 34

Attribute Overview.. 34

Creating a New Document Type. 35

Creating and Assigning New Attributes. 38

Input Masks. 42

Custom Input Masks (Text). 47

Metacharacters. 47

Special Characters. 48

Literal Characters. 49

Custom Input Masks (Numeric/Integer). 50

End-User Capabilities. 53

Category\Subcategory List Attribute Type. 56

Sharing Existing Attributes. 57

Editing, Removing and Reordering Attributes. 59

Editing and Removing Document Types. 62

Manage Document Groups. 65

Saved Queries. 71

Document Destruction Rules. 76

Destroy Deleted Documents. 82

OCR Settings. 87

Attribute Lookup Configuration. 90

Notification Rules. 94

Workflow Settings*. 97

Workflow Definitions*. 97

Manage File Storage. 97

Configure IQfolder. 101

Configure IQmfp (OXPd). 106

Confirm Device Model Number and Firmware Versions. 106

Loading the OXPd Solutions Installer onto the device. 107

Configure IIS for OXPd. 110

Install OXPd on the device. 114

Advanced Configuration. 127

Microsoft Windows Services. 127

Database Configuration Utility. 130

Report View.. 131

Configure WebIQ in Web Server (IIS) on Server 2008 R2 or Server 2012. 131