Docubin - Quick Start
From 360Works Product Documentation Wiki
(Difference between revisions)
(Created page with "DocuBin - Quick Start ==Minimum Requirements== * FileMaker Pro 11 * DocuBin.fp7 * DocuBinUtility.fp7 * DocuBinWSM.fp7 * SuperContainer * (Plugins are installed via Autoup...") |
(Updated to use FM12) |
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==Minimum Requirements== | ==Minimum Requirements== | ||
| − | * FileMaker Pro | + | * FileMaker Pro 12 or 13 |
| − | * DocuBin. | + | * DocuBin.fmp12 |
| − | * DocuBinUtility. | + | * DocuBinUtility.fmp12 |
| − | * DocuBinWSM. | + | * DocuBinWSM.fmp12 |
* SuperContainer | * SuperContainer | ||
* (Plugins are installed via Autoupdate) | * (Plugins are installed via Autoupdate) | ||
| Line 12: | Line 12: | ||
# Download, install, and configure [http://www.360works.com/supercontainer SuperContainer] | # Download, install, and configure [http://www.360works.com/supercontainer SuperContainer] | ||
| − | # Open DocuBin. | + | # Open DocuBin.fmp12 and select either 'Create Account' or 'External Authentication'. If you are using External Authentication create the following groups on your Open/Active Directory Server: docubinadmin, docubinuser. |
# Login with a DocuBin admin account and: | # Login with a DocuBin admin account and: | ||
## register DocuBin | ## register DocuBin | ||
| Line 20: | Line 20: | ||
==Updating DocuBin== | ==Updating DocuBin== | ||
| − | # Place your old copies of DocuBin. | + | # Place your old copies of DocuBin.fmp12 and DocuBinUtility.fmp12 into the subfolder 'Old', located inside your new DocuBin download folder. |
# Open the new copy of Docubin. | # Open the new copy of Docubin. | ||
# Select the option 'Import Files and Settings'. | # Select the option 'Import Files and Settings'. | ||
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In addition to SuperContainer, DocuBin requires several plugins to function. By default, DocuBin is configured to use 360Works' server to automatically install these plugins for you. If you prefer to host these plugins yourself: | In addition to SuperContainer, DocuBin requires several plugins to function. By default, DocuBin is configured to use 360Works' server to automatically install these plugins for you. If you prefer to host these plugins yourself: | ||
| − | # Open | + | # Open fmp://autoupdate12.360works.com/AutoUpdate360Works and follow the directions to download and install the plugins to your FileMaker Server. |
| − | # Open DocuBin. | + | # Open DocuBin.fmp12 |
# Select the menu '''''Docubin Settings…''''', which can be found under the menu '''''FileMaker Pro (Advanced)''''' on Macs, or under the menu '''''Help''''' on Windows. | # Select the menu '''''Docubin Settings…''''', which can be found under the menu '''''FileMaker Pro (Advanced)''''' on Macs, or under the menu '''''Help''''' on Windows. | ||
# Select '''''General'''''. At the bottom where the section is titled '''''AutoUpdate''''', change the selection from '''''360Works''''' to '''''Local'''''. | # Select '''''General'''''. At the bottom where the section is titled '''''AutoUpdate''''', change the selection from '''''360Works''''' to '''''Local'''''. | ||
Latest revision as of 21:50, 11 February 2014
DocuBin - Quick Start
Contents |
[edit] Minimum Requirements
- FileMaker Pro 12 or 13
- DocuBin.fmp12
- DocuBinUtility.fmp12
- DocuBinWSM.fmp12
- SuperContainer
- (Plugins are installed via Autoupdate)
[edit] Getting started with DocuBin
- Download, install, and configure SuperContainer
- Open DocuBin.fmp12 and select either 'Create Account' or 'External Authentication'. If you are using External Authentication create the following groups on your Open/Active Directory Server: docubinadmin, docubinuser.
- Login with a DocuBin admin account and:
- register DocuBin
- set the SuperContainer Base URL
- Insert some folders and start using DocuBin.
[edit] Updating DocuBin
- Place your old copies of DocuBin.fmp12 and DocuBinUtility.fmp12 into the subfolder 'Old', located inside your new DocuBin download folder.
- Open the new copy of Docubin.
- Select the option 'Import Files and Settings'.
- Click 'Import'. If you are prompted for authentication, use the system account and password from the old copy of DocuBin.
- When the update is complete you can re-login to the new copy of Docubin with the accounts and passwords you created in your old copy. Make sure to save your old copies somewhere safe.
[edit] Installing Plugins
In addition to SuperContainer, DocuBin requires several plugins to function. By default, DocuBin is configured to use 360Works' server to automatically install these plugins for you. If you prefer to host these plugins yourself:
- Open fmp://autoupdate12.360works.com/AutoUpdate360Works and follow the directions to download and install the plugins to your FileMaker Server.
- Open DocuBin.fmp12
- Select the menu Docubin Settings…, which can be found under the menu FileMaker Pro (Advanced) on Macs, or under the menu Help on Windows.
- Select General. At the bottom where the section is titled AutoUpdate, change the selection from 360Works to Local.
Plugin not loading?
DocuBin uses FileMaker's auto update functionality to download FileMaker extensions to a user's FileMaker extension directory. If extensions are also installed in the FileMaker extension directory there will be a conflict and the plugin will not load or function correctly. Also, any custom ScriptMaster plugins created prior to version 4.123 would cause a plugin to load or function incorrectly.
[edit] Server-Side Scripts
If you are hosting DocuBin with FileMaker Server, add the scripts below to your FileMaker Server's list of scheduled scripts:
- Run Every Day
