Document Management Horror Story

Imagine… It’s the night before that all-important Big Proposal deadline. Mega bucks are on the line. And so is your reputation, career, and your kid’s college plans. There was this one document, the one that summarized everything so well, a perfect document that is … missing. Unfortunately. Where is it?! Your trustworthy assistant dashes in with a thick three-ring binder. “Okay, I found it!” “Yeah but is it the latest version?” Silence… “Does this have all the corrections that the Review Committee delivered last month?” You stand there looking at your assistant with a sharp pain in your chest because there is no way to know for sure at that late hour. “Who updated this and when? Is it up …

infoRouter Document Management System Best Practices

“How can I use infoRouter the most efficient way?” is a question we hear from time to time. Read on to learn more about how to tackle some basic tasks efficiently. Don’t forget – your specific setup may require some slight variations from what’s recommended here. That being said, here are our best time-tested document management system best practices to follow: Document Size: Documents above a certain size should not be stored in document management systems. DVDs, ISO files, and database files such as MDBs are not good candidates for storing in infoRouter. Document management systems are generally used for documents and files that require user collaboration, and documents that are subject to version control. These types of documents are …

A few Questions to Ask Before You Purchase an EDMS

Imagine you’re a highly-paid consultant. The CEO of a Fortune 100 corporation asks you to write a requirements document to purchase an EDMS, an Electronic Document Management System. A big-ticket item that could make a difference for the company’s future as well as your career. What would you include in your specifications list? What would be the factors you should pay attention to? There are many moving parts to an EDMS and many conditions that it has to satisfy; conditions that change from one enterprise setting to another. Select the wrong specs, and you may end up wasting time and losing your company quite a bit of money. Perhaps you need some help, some inspiration. Here are a few questions …

How to backup the infoRouter application directory

It is very important to include the infoRouter application directory in your backup plan. The application directory must be backed up regularly in production environments because it stores vital information that is used by infoRouter. What is in the infoRouter application directory? Portals Directory Config Directory Logs Directory Custom Search Page Directory Email Templates Directory Each of the directories listed above contain vital information generated during the course of infoRouter operations. New or updated portals are kept in the portal directory, custom search pages created by Search and Category Administrators are kept in the search pages directory and so on. This information needs to be backed up regularly in production environments. To backup the infoRouter application directory, please perform the following: …

How to backup the infoRouter Database

infoRouter uses a database solution to keep vital meta information about the documents in infoRouter. Supported database platforms infoRouter currently supports three database platforms: Microsoft SQL Server MySQL Oracle Information kept in the inforouter database: infoRouter Users infoRouter User Groups infoRouter Folders infoRouter Libraries Document and Folder Security Custom Property Definitions Custom Property Data Workflows Tasks and much more Information kept in the infoRouter database stays in a perfectly synchronized way. There is an entry in the infoRouter database for each document. There are numerous other database tables and objects to help perform the operations supported by infoRouter. The infoRouter database needs to be regularly backed up in production environments and this backup must be kept in sync with the warehouse and …

How to backup the infoRouter Warehouse

The infoRouter warehouse lives in the file system and contains all the documents uploaded or imported into infoRouter. The infoRouter warehouse houses the following information for each document: Latest version of the document All previous versions of the document Meta information about the document such as description, keywords etc. The infoRouter warehouse needs to be backed up regularly if infoRouter is being used in a production environment. To backup the infoRouter warehouse, perform the following: STOP IIS on the infoRouter application server to ensure no one is actively using infoRouter. Backup all warehouse components using your preferred backup solution. You do not need to backup the index server catalog. The catalog can be re-created automatically. If you are running infoRouter in …