Docs4Lawyers Getting Started Guide v1.3


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Docs4Lawyers is an open source document management solution created specifically for law firms, based on ECM software from Alfresco. Downloadable in vmware format with documentation and community portal.
This Getting Started Guide explains how to simply get up and running with the software.

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Docs4Lawyers Getting Started Guide v1.3

  1. 1. Docs4Lawyers Getting Started Guide Public Access 05/02/10 Date Published Status V 1.3 Version Co-authors Docs4Lawyers Team Author
  2. 2. Table of contents <ul><li>What is Docs4Lawyers? </li></ul><ul><li>Document summary </li></ul><ul><li>System overview </li></ul><ul><li>Install VMware player </li></ul><ul><li>Download the package </li></ul><ul><li>Extract files and launch image </li></ul><ul><li>Startup screen </li></ul><ul><li>Check the access points </li></ul><ul><li>More information </li></ul>
  3. 3. What is Docs4Lawyers? <ul><li>Docs4Lawyers is an electronic document management solution for law firms. It is free to download, quick to install and simple to use on a desktop computer, laptop or network server. </li></ul><ul><li>The solution is built on top of the leading open source ECM platform from Alfresco and delivers all the main document management functions: centralised storage, categorisation, check in/out, version control, security, auditing, full-text searching and more. </li></ul><ul><li>Docs4Lawyers is easy to use and integrates seamlessly with all desktop applications, including office and e-mail. In addition, it incorporates a specific adaptation for use by legal professionals, like commonly-used legal metadata fields, a client and matter management module and matter-centric favourite folders. </li></ul>
  4. 4. Document summary <ul><li>This document has been designed for non-technical users who would like to test the Docs4Lawyers solution in a simple and non-intrusive way. </li></ul><ul><li>The solution is delivered in a virtual image so all the necessary software is pre-configured. </li></ul><ul><li>After successfully launching the Docs4Lawyers server you can then connect to it through the network. </li></ul><ul><li>This guide goes through the process of downloading and launching the image and then doing some tests. It should only take a few minutes to get everything up and running (excluding download time). </li></ul><ul><li>Note: This document is not intended to be a fully comprehensive guide on how to set-up the software in a production environment. </li></ul>
  5. 5. System overview <ul><li>The software is pre-configured and ready to use in a self-contained virtualized environment. You do not need to install any Docs4Lawyers program files on your computer. </li></ul><ul><li>The virtual machine has the following components installed: </li></ul><ul><ul><li>Ubuntu Operating System. </li></ul></ul><ul><ul><li>MySQL Database. </li></ul></ul><ul><ul><li>Alfresco Document Management Engine. </li></ul></ul><ul><ul><li>Docs4Lawyers Solution. </li></ul></ul><ul><li>System Requirements: </li></ul><ul><ul><li>Have approx 600 MB of free RAM in your PC. </li></ul></ul><ul><ul><li>Have approx 4 GB of free space on your hard disk. </li></ul></ul>
  6. 6. Install VMware player <ul><li>Go to VMware website and download the free player: </li></ul><ul><ul><li> </li></ul></ul><ul><li>Scroll to bottom to agree to the agreement. </li></ul><ul><li>Choose the download for your operating system: windows or linux. </li></ul><ul><li>Once the download has completed, install on the computer which will run the Docs4Lawyers image (can be a server or a PC). </li></ul><ul><li>The install wizard is simple and the only option you have is whether to install program shortcuts. </li></ul><ul><li>You will have to reboot the computer. </li></ul><ul><li>Note: if you are testing on a standalone PC (not on network, change the Docs4Lawyers image network settings to “Host Only” </li></ul>
  7. 7. Download the package <ul><li>Download the Docs4Lawyers package from Sourceforge: </li></ul><ul><ul><li> </li></ul></ul><ul><li>The files are delivered in a zip file which is just over 1GB in size. </li></ul><ul><li>Depending on your PC configuration you will be asked to save or open the file. </li></ul><ul><li>Save the file to a folder on the PC. </li></ul>
  8. 8. Extract files and launch image <ul><li>First, extract image files from the download using winrar or winzip </li></ul><ul><li>Double click the “Docs4Lawyers.vmx” file. </li></ul><ul><li>During start-up it will ask you whether the image has been copied or moved. Choose “I copied it”. </li></ul>
  9. 9. Start-up screen <ul><li>When the message “INFO: Server startup in XXXXX ms” appears then the virtual machine is up and running. </li></ul><ul><li>Make a note of IP address. The IP address shown below is an example from the installation performed when creating this documentation, and will be different with each installation. </li></ul>
  10. 10. Check the access points Web Client - DM <ul><li>In the web browser go to http://ipaddress:8080/docs4lawyers </li></ul><ul><li>username=admin, password=admin </li></ul><ul><li>This user interface is the classic document management web client. </li></ul>
  11. 11. <ul><li>In the web browser go to http://ipaddress:8080/share </li></ul><ul><li>username=admin, password=admin </li></ul><ul><li>The Collaboration user interface (Share) has basic document management and useful collaboration features </li></ul>Check the access points Web Client - Collaboration
  12. 12. <ul><li>Map a network drive (e.g. Z:) tp paddressdocs4lawyers </li></ul><ul><li>username=admin, password=admin </li></ul><ul><li>CIFS makes the repository appear like a normal network file system </li></ul>Check the access points CIFS
  13. 13. <ul><li>Add a network place to http://ipaddress:8080/docs4lawyers/webdav </li></ul><ul><li>username=admin, password=admin </li></ul><ul><li>WebDav is similar to CIFS and can be used outside when outside the local network. </li></ul>Check the access points WebDav
  14. 14. <ul><li>Add a network place to http://ipaddress:7070/docs4lawyers </li></ul><ul><li>username=admin, password=admin </li></ul><ul><li>SharePoint Protocol is similar to WebDav, and provides tight integration to Microsoft Office </li></ul>Check the access points SharePoint Protocol
  15. 15. <ul><li>Coming soon… </li></ul>Check the access points Email integration
  16. 16. <ul><li>Sample Users </li></ul>Sample content Sample Sites and Content Note: Passwords always ‘admin’
  17. 17. <ul><li>We hope that this guide has been easy to follow and that you had not had any problems with the procedure. </li></ul><ul><li>If you have any comments or feedback, or you would like more information about implementing Docs4Lawyers please get in contact. </li></ul><ul><li>Community Portal: </li></ul><ul><ul><li> </li></ul></ul><ul><li>Sourceforge download: </li></ul><ul><ul><li> </li></ul></ul><ul><li>Thanks for your interest in Docs4Lawyers! </li></ul>More Information