1. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory

2. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory

3. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory Grant users that will view files Read permissionsGrant users that will view files Read permissions Grant users that will save files Write, Modify, Delete permissionsGrant users that will save files Write, Modify, Delete permissions

4. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing MPTS User Security – controls access to MPTS programs and permissions within SQL databases

5. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing MPTS User Security – controls access to MPTS programs and permissions within SQL databases Windows User Security – controls access to files on the server drives

6. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing MPTS User Security – controls access to MPTS programs and permissions within SQL databases Windows User Security – controls access to files on the server drives So… Even though an MPTS user has access to the image viewer, they may not have permissions to the individual image directories.

7. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing MPTS User Security – controls access to MPTS programs and permissions within SQL databases Windows User Security – controls access to files on the server drives So… Even though an MPTS user has access to the image viewer, they may not have permissions to the individual image directories. This allows administrators to control access to images – by individual user if desired. For example, allow all Assessor users Read access to all Assessor image directories but allow Tax Collector users Read access to just the “Maps” directory.

8. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory Grant users that will view files Read permissionsGrant users that will view files Read permissions Grant users that will save files Write, Modify, Delete permissionsGrant users that will save files Write, Modify, Delete permissions Create the document type using MSW0327.EXE Create the document type using MSW0327.EXE

9. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing

10. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory Grant users that will view files Read permissionsGrant users that will view files Read permissions Grant users that will save files Write, Modify, Delete permissionsGrant users that will save files Write, Modify, Delete permissions Create the document type using MSW0327.EXE Create the document type using MSW0327.EXE Define document type specifics in the ??W1500.EXE program (dept specific) Define document type specifics in the ??W1500.EXE program (dept specific)

11. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing

12. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory Grant users that will view files Read permissionsGrant users that will view files Read permissions Grant users that will save files Write, Modify, Delete permissionsGrant users that will save files Write, Modify, Delete permissions Create the document type using MSW0327.EXE Create the document type using MSW0327.EXE Define document type specifics in the ??W1500.EXE program (dept specific) Define document type specifics in the ??W1500.EXE program (dept specific) Use a standard naming convention for files that matches the filemask Use a standard naming convention for files that matches the filemask

13. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing

14. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing The filemask selected is critical for accurate searching of images. The best option is to format all filenames for a given document type exactly the same. If you need to switch formats define an additional document type and save the files to a separate directory.

15. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing The filemask selected is critical for accurate searching of images. The best option is to format all filenames for a given document type exactly the same. If you need to switch formats define an additional document type and save the files to a separate directory. Understanding the asterisk (*) and the question mark (?) in filemasks: Search criteria of “001011” and a filemask of AAA*AAA* will match: 001011… or 001-011… or 001025011… or 001-025-011… Search criteria of “001011” and a filemask of AAA?AAA* will match: 001-011… (but not 001011…) Search criteria of “001011” and a filemask of AAAAAA* will match: 001011… (but not 001-011…)

16. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Asterisks in a filemasks give you flexibility, but you must enter a longer search criteria: Search criteria of “001011020000” and a filemask of AAA*AAA*AAA*AAA* will match: 001011020000… or 001-011-020-000 … Search criteria of “001011020” and a filemask of AAA*AAA*AAA*AAA* will match: 001011020001… or 001-011-020-001… or 001-011-020-003… or 001-011-003-020 Search criteria of “001011” and a filemask of AAA*AAA*AAA*AAA* will match: 001011020001… or 001-011-020-001… or 001-032-011-010… or 001-035-130-011…

17. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Asterisks in a filemasks give you flexibility, but you must enter a longer search criteria: Search criteria of “001011020000” and a filemask of AAA*AAA*AAA*AAA* will match: 001011020000… or 001-011-020-000 … Search criteria of “001011020” and a filemask of AAA*AAA*AAA*AAA* will match: 001011020001… or 001-011-020-001… or 001-011-020-003… or 001-011-003-020 Search criteria of “001011” and a filemask of AAA*AAA*AAA*AAA* will match: 001011020001… or 001-011-020-001… or 001-032-011-010… or 001-035-130-011… The Asterisk at the end of the filemask allows extra text to be added: Search criteria of 001011020000 and a filemask of AAA*AAA*AAA*AAA* will match: 001-011-020-000FirstPicture.jpg or 001-011-020-000_2ndpic.tif or 001-011-020-000MyAppraisalPictureFromTheHillBehindTheHouse.gif

18. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory Grant users that will view files Read permissionsGrant users that will view files Read permissions Grant users that will save files Write, Modify, Delete permissionsGrant users that will save files Write, Modify, Delete permissions Create the document type using MSW0327.EXE Create the document type using MSW0327.EXE Define document type specifics in the ??W1500.EXE program (dept specific) Define document type specifics in the ??W1500.EXE program (dept specific) Use a standard naming convention for files that matches the filemask Use a standard naming convention for files that matches the filemask Start saving/scanning files into the new directory Start saving/scanning files into the new directory

19. © 2010 Megabyte Systems, Inc. All rights reserved. Setting up a new Document Type for Image Indexing Create a new directory Create a new directory Grant the SQL service account READ permissions to the new directory Grant the SQL service account READ permissions to the new directory Grant users that will view files Read permissionsGrant users that will view files Read permissions Grant users that will save files Write, Modify, Delete permissionsGrant users that will save files Write, Modify, Delete permissions Create the document type using MSW0327.EXE Create the document type using MSW0327.EXE Define document type specifics in the ??W1500.EXE program (dept specific) Define document type specifics in the ??W1500.EXE program (dept specific) Use a standard naming convention for files that matches the filemask Use a standard naming convention for files that matches the filemask Start saving/scanning files into the new directory Start saving/scanning files into the new directory The nightly image indexing process will index the new documents and they will be accessible in the ??W0105.EXE program the next day. The nightly image indexing process will index the new documents and they will be accessible in the ??W0105.EXE program the next day.

20. © 2010 Megabyte Systems, Inc. All rights reserved. Megabyte Systems, Inc Phone: (916) 435-8872 Fax: (916) 435-9240 http://www.MPTSWeb.com