June, 2012 Air India Ltd. DMS - User Guide © 2012 IBM Corporation Air India DMS system can be accessed in two ways : FileNet and Fileserver • This is a secured system which will be accessed by authenticated user who has DMS log-in ID & password FileNet Document Management System (DMS) • Documents on this system will be visible to different person as per their access rights and Dept. • This system will show all the public domain documents that is there on this system for all the user File Server (Public Domains Documents) • This is also a secured system which will be accessed by authenticated user who has Fileserver log-in ID & password • Also, If a user already have a DMS user id and password, they can use that id & password to access Fileserver system All the above icon which are underline are hyperlinked further in the slide, User can select any of these icon and they will be moved to that particular section automatically 2 ConfidentialIBM Confidential © 2012 IBM Corporation BACK TO MAIN PAGE File Server - Public Domains Documents (Introduction) To Access Circulars & Bulletins Go to URL http://dms.airindia.in Select circulars and public documents section & authenticate with user id and password To Access DMS Controlled Manuals Go to URL http://dms.airindia.in Select circulars and public documents section & authenticate with user id and password To Access various Dept. public documents Go to URL http://dms.airindia.in Select circulars and public documents section & authenticate with user id and password Select DMS Controlled manuals section Select Dept. Name whose circulars or bulletins user wants to see Now, open the circulars or bulletins that user wants to see Select Dept. Name whose public documents user wants to see Select Dept. Name whose manual user wants to see Now, open the relevant manual that user wants to see Now, open the public documents that user wants to see All the above icon which are underline are hyperlinked further in the slide, User can select any of these icon and user will be moved to that particular section automatically 3 4/13/2015 ConfidentialIBM Confidential © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE File Server - Introduction Air India Ltd. Fileserver System: Brief Introduction Fileserver will be available for all Air India employees that will allow them to access important document from anywhere in the world by logging into the Fileserver system Documents (for e.g. circulars) will be created through DMS and a copy will be kept on the File server and can be accessed through internet explorer Document Creation will happen automatically in Fileserver : Air India Document Creator logs in to the DMS system The creator will create and upload the document in DMS This will run thru the DMS workflow and finally get approved in case required This gets stored in the DMS repository and a copy on the File Server repository that will be availability to all Employees Necessary public domain folders / folder structures in DMS are replicated on daily basis onto the File Server 4 ConfidentialIBM Confidential © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE File Server - Introduction Air India Fileserver benefits: Provide free access to relevant and important information to all employee Fileserver is a document repository system which will be available for all Air India employees There will be three kind of documents that will be available on the Fileserver: Circulars for each department Manuals Public domain documents Employee can see the documents on the Fileserver; However, they can not change or modify the documents on the fileserver. Fileserver will be automatically updated and the system will replicate the information from DMS FileNet to Fileserver at regular interval. Employees can access documents from anywhere in the world by logging in through valid user id and password 5 ConfidentialIBM Confidential © 2012 IBM Corporation Page 1 of 5 BACK TO MAIN PAGE Access Circulars & Bulletins Employee can log in to portal by typing URL– http://dms.airindia.in; It will take on this screen with different links, which can be access by simply clicking on any item Portal Main Screen 1 2 3 5 4 7 6 9 8 10 11 12 1: URL for Air India Fileserver – Type http://dms.airindia.in 6: Air India website 6 6 2: Air India Fileserver link :DMS Staff Access– To access circulars and public domain information 7: Flight Safety website 8: Click portal link ConfidentialIBM Confidential 3: DMS link – to access DMS system with authenticated DMS id Only 9: QMS Website 10: Corp. Safety policy link 4: Web Mail link - To access Web mail 11: Corp. Quality policy link 5: Operations website link 12: Corp. Environment policy link © 2012 IBM Corporation Page 2 of 5 BACK TO MAIN PAGE Access Circulars & Bulletins If user click on DMS- Staff access link; It will take them on this screen where users have to log in user id and password to access documents Circular and Public Document Screen 4 5 1 2 3 1:Enter User name for Air India Fileserver 7 2: Enter password for Air India Fileserver and click on ok button ConfidentialIBM Confidential 3. Click on ok button 4. Home - User can click on this button to go back to home page 5. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 3 of 5 BACK TO MAIN PAGE Access Circulars & Bulletins After log in to File server user will come on this screen where different Dept. folder will be there, User can access documents i.e. DIT Dept. by clicking on its link 3 4 5 2 1 1: Dept. link – Click on DIT Dept. name links to see document related to it 2: Back to pervious page – User can go back to previous page 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk 5. Latest uploaded Document access - User can click on the latest document shown in ticker to open them 8 ConfidentialIBM Confidential © 2012 IBM Corporation Page 4 of 5 BACK TO MAIN PAGE Access Circulars & Bulletins As user click on Dept. of information technology link, user will be directed on this page to access different circulars and bulletins 3 4 2 1 1: Dept. Documents link Document related to that Dept. 9 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 5 of 5 BACK TO MAIN PAGE Access Circulars & Bulletins As user click on circulars and bulletins, user will be directed on this page to access different documents; user can click on any document to open it 3 4 5 2 1 1: Document link – Click on DIT Dept. name links to see document related to it 10 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 5. Latest uploaded Document access - User can click on the latest document shown in ticker to open them 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 1 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals Employee can log in to portal by typing URL– http://dms.airindia.in; It will take on this screen with different links, which can be access by simply clicking on any item Portal Main Screen 1 2 3 5 4 7 6 9 8 10 11 12 1: URL for Air India Fileserver – Type http://dms.airindia.in 6: Air India website 11 11 2: Air India Fileserver link :DMS Staff Access– To access circulars and public domain information 7: Flight Safety website 8: Click portal link ConfidentialIBM Confidential 3: DMS link – to access DMS system with authenticated DMS id Only 9: QMS Website 10: Corp. Safety policy link 4: Web Mail link - To access Web mail 11: Corp. Quality policy link 5: Operations website link 12: Corp. Environment policy link © 2012 IBM Corporation Page 2 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals If user click on DMS- Staff access documents link; It will take them on this screen where users have to log in user id and password to access documents Circular and Public Document Screen 4 5 1 2 3 1:Enter User name for Air India Fileserver 12 2: Enter password for Air India Fileserver and click on ok button ConfidentialIBM Confidential 3. Click on ok button 4. Home - User can click on this button to go back to home page 5. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 3 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals After log in to File server user will come on this screen where different folder will be there, User can access documents i.e. “DMS controlled manual” by selecting relevant link 3 4 5 2 1 1: DMS Controlled Manuals link – Click on manuals link to see latest Manuals 2: Back to pervious page – User can go back to previous page 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk 5. Latest uploaded Document access - User can click on the latest document shown in ticker to open them 13 ConfidentialIBM Confidential © 2012 IBM Corporation Page 4 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals If user select DMS controlled manuals link form main page, User will be directed on this page to access published manuals 4 3 2 1 1: Published manual link – User can select this link to go to various manuals 14 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 5 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals As user click on published manual link, user will be directed on this page to access different Dept. manuals 4 3 2 1 1: Different Dept. manual link – User can click on AICorporate to open manuals related to this Dept. 15 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 6 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals As user click on AI-Corporate manual link, user will be directed on this page to access different corporate manuals 4 3 2 1 1: Different manual link – User can click on EMM manuals to open it 16 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 7 of 7 BACK TO MAIN PAGE Access DMS Controlled Manuals As user click on EMM manual link, User will be directed on this page to access and open EMM manual 4 3 2 1 1: EMM manual link – User can click on EMM.pdf manuals to open it 17 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 1 of 5 BACK TO MAIN PAGE To Access various Dept. public documents Employee can log in to portal by typing URL– http://dms.airindia.in; It will take on this screen with different links, which can be access by simply clicking on any item Portal Main Screen 1 2 3 5 4 7 6 9 8 10 11 12 1: URL for Air India Fileserver – Type http://dms.airindia.in 6: Air India website 18 18 2: Air India Fileserver link :DMS Staff Access– To access circulars and public domain information 7: Flight Safety website 8: Click portal link ConfidentialIBM Confidential 3: DMS link – to access DMS system with authenticated DMS id Only 9: QMS Website 10: Corp. Safety policy link 4: Web Mail link - To access Web mail 11: Corp. Quality policy link 5: Operations website link 12: Corp. Environment policy link © 2012 IBM Corporation Page 2 of 5 BACK TO MAIN PAGE To Access various Dept. public documents If user click on DMS- Staff access documents link; It will take them on this screen where users have to log in user id and password to access documents Circular and Public Document Screen 4 5 1 2 3 1:Enter User name for Air India Fileserver 19 2: Enter password for Air India Fileserver and click on ok button ConfidentialIBM Confidential 3. Click on ok button 4. Home - User can click on this button to go back to home page 5. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 3 of 5 BACK TO MAIN PAGE To Access various Dept. public documents After log in to File server user will come on this screen where different Dept. folder will be there, User can access documents i.e. DIT Dept. by clicking on its link 3 4 5 2 1 1: Dept. link – Click on DIT Dept. name links to see document related to it 20 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 5. Latest uploaded Document access - User can click on the latest document shown in ticker to open them 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 4 of 5 BACK TO MAIN PAGE To Access various Dept. public documents As user click on Dept. of information technology link, user will be directed on this page to access different public documents under DIT Dept. 3 4 2 1 1: Dept. Documents link Document related to that Dept. 21 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation Page 5 of 5 BACK TO MAIN PAGE To Access various Dept. public documents As user click on public Documents, user will be directed on this page to access different documents; user can click on any document to open it 3 4 2 1 1: Documents link – User will click on the Document to open it 22 2: Back to pervious page – User can go back to previous page ConfidentialIBM Confidential 3: Home - User can click on this button to go back to home page 4. Helpdesk - User can click here to go to Helpdesk © 2012 IBM Corporation All the above icon which are underline are hyperlinked further in the slide, User can select any of these icon and user will be moved to that particular section automatically FileNet - (Introduction) Upload documents on DMS FileNet system Soft copy documents Hard copy document Search any document on DMS system E-mail documents Log in to DMS System BACK TO MAIN PAGE Different options available to Users in DMS View Document Property View/Modify Document Security Scan hard copy and save them on the local system Save the documents on local system Save the Email on local system Simple search Keyword Search Log in to DMS System Check - out documents Check in document Advances search Open relevant folder where scan copy should be saved View history or version of document Moving document to Fileserver Addition & deletion of user/group Click on add documents icon Browse the document and fill meta data related to the scan copy Archival of document New Folder Creation DMS password change Click on add icon and the document will be uploaded on system 23 ConfidentialIBM Confidential Document Name change © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE View Document Property Once user has log in to DMS system, They can see the property of any document if they has access right to see the documents property 2 1 3 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 24 ConfidentialIBM Confidential 2. Open document property – user will select the document and right click on document 3. View property – user will select the property of the document © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE View Document Property User will be able to see the property of the document selected by them 1 2 2 1. Property – User can see the basic property, it will show meta data entered for the document 25 ConfidentialIBM Confidential 2. Meta data related to document 3. System Property – User will be able to see the added date on which document added and modified date which show that the date on which document was modified © 2012 IBM Corporation Page 1 of 4 BACK TO MAIN PAGE View / Modify Document Security Once user has log in to DMS system, They can see and modify the security setting for any document if they has access right to see to do the same 2 1 3 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 26 ConfidentialIBM Confidential 2. Open documents security – user will select the document and right click on document 3. View Security – user will select the security of the document © 2012 IBM Corporation Page 2 of 4 BACK TO MAIN PAGE View / Modify Document Security User will be able to see the property of the document selected by them 1 3 2 1. Different roles and there access rights – User can see different roles and their access rights which is shown in tick mark against each role 27 2. Click on ok & it will close the window ConfidentialIBM Confidential 3. Add New to provide access rights to new member – (If user has access right to give access right) , User will click on the add new button and it will open a new window (If user not able to change or open security setting it means that user does not have access right, in that case, user should contact on dms.desk@airindia.in © 2012 IBM Corporation Page 3 of 4 BACK TO MAIN PAGE View / Modify Document Security User will select security of the particular document to change access rights of any user or group 1 2 3 1. Select users or group – User can select any one of among users or group and then type the name of user or group and click on search button 28 ConfidentialIBM Confidential 2. User will select the name of user/group whose security Dept. Want to change 3. Accept- User select the accept button to change security for that particular user © 2012 IBM Corporation Page 4 of 4 BACK TO MAIN PAGE View / Modify Document Security User will select user/group and change the security settings 1 2 3 1. Select particular users or group selected in earlier step – User will select that user name which was selected in the earlier step and click on it 29 ConfidentialIBM Confidential 2. User can change the allow or deny setting for that particular user by clicking on the appropriate box against the access rights 3. Accept- User select the accept button to change security for that particular user © 2012 IBM Corporation Page 1 of 3 BACK TO MAIN PAGE Check out document If a user want to upload a new updated version of any document then, they have to check out old documents from system 2 3 1 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 30 2. Open documents checkout option – user will select the document and right click on document ConfidentialIBM Confidential 3. Check out document – user has two choice : (1) Checkout – it will be used for the checkout document from system but it will not ask to save this document on local system; (2) Checkout and download – In this case user will be asked for the check out and download option © 2012 IBM Corporation Page 2 of 3 BACK TO MAIN PAGE Check out document User will be click on the checkout and download option to checkout old document and save it on local system 1 2 1. Location to save – User will define where they want to save the old documents on the system 31 2. User will select checkout and download User will click on checkout and download button which will download document and checkout this documents form system ConfidentialIBM Confidential Note : - If user not able to checkout or system show some error then it means that user does not have access right, in that case, user should contact on dms.desk@airindia.in © 2012 IBM Corporation Page 3 of 3 BACK TO MAIN PAGE Check out document Once document has been check out, User can see the red tick mark sign with the document 1 1. Checkout sign – if any document check out from system , a red tick mark will be near to the document which will show the document has been checkout from system 32 ConfidentialIBM Confidential Note : - once a user has checkout a documents, DMS system will not allow other user to checkout the same document, other user can only able to view the document © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE Check in document Once user check out old document from system, they will check in new document in the system 22 4 3 3 11 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 33 ConfidentialIBM Confidential 2. Open documents check in option – user will select the document and right click on document 3. Check in document – user has select the check in button 4. Cancel Check out of the document – in case user has wrongly done checkout of document they can click on this option to cancel checkout of document © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE Check in document User will be click on the checkout and download option to checkout old document and save it on local system 1 1 2 2 1. Browse the location of new document– User will click on browse button and select the relevant document on system 34 ConfidentialIBM Confidential 2. User will click on next and fill meta data related to document ( if any) and click on check in button, it will check in document on the DMS system © 2012 IBM Corporation Page 1 of 4 BACK TO MAIN PAGE Document Versions & history If a user want to see the different version (old document) on the DMS, they have to see the different version of that document 2 3 1 4 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 35 2. Open documents More information option – user will select the document and right click on document ConfidentialIBM Confidential 3. Version button – user will select this button and it will open the different version of the document 4. History button – user can select this button to see the history of various activity done on document © 2012 IBM Corporation Page 2 of 4 BACK TO MAIN PAGE Document Versions & History User will click on the checkout and download option to checkout old document and save it on local system 1 1. Different document version – User will see all the version of document, they will the latest version on the top most option and first version is last in bottom 36 ConfidentialIBM Confidential 2 2. Date of check in- User can be able to see the date on which document has been checked in © 2012 IBM Corporation Page 3 of 4 BACK TO MAIN PAGE Document Versions & History If a user want to see the history of the document where they can see the various action & activities performed on the document 1 2 3 4 1. Select History Option– user will select history option to see the document history 37 2. Events Box – user will select this box if he want to search all the events ConfidentialIBM Confidential 3. Search option – user will select different search option where they can select among different option 4. Search – User can select this button to see the history of various activity done on document © 2012 IBM Corporation Page 4 of 4 BACK TO MAIN PAGE Document Versions & History User will be able to see all the activities performed on that particular document 1 1. History of various activities – User will see various activities that has been done on document 38 ConfidentialIBM Confidential 2 2. User will select ok to close this box © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE Moving document to Fileserver If user want to move some document to Fileserver, so that it can be accessed by all the user on fileserver 2 1 3 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 39 ConfidentialIBM Confidential 2. Open document property – user will select the document and right click on document 3. View property – User will select the property of the document © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE Moving document to Fileserver User will click on copy to move file server and the document will be moved to fileserver automatically 1 2 2 3 1. Property – User can see the basic property which show meta data entered for the document 40 ConfidentialIBM Confidential 2. User will select this move to Fileserver option as true 3. User will click on the ok button and this document will be move to Fileserver automatically (it will Be moved after a specific time interval set in DMS utility program) © 2012 IBM Corporation Page 1 of 3 BACK TO MAIN PAGE Archival of document User can archival any document in two ways: - Archival date can be defined at the time of including document inside the DMS system 1 3 1. Open the relevant folder where the user want to add document inside DMS System 41 2. User will click on Add document button ConfidentialIBM Confidential 3. User will select the date on which they want system to archive the document automatically on selected date Note : - DMS system has the functionality where user can define the archival date for document at the time of uploading of document © 2012 IBM Corporation Page 2 of 3 BACK TO MAIN PAGE Archival of document User can archival document using second method where they can archival any document by selecting archive now option 2 2 1 3 1 3 1. Open the relevant folder where the document is located on DMS System 42 3. User will select the document and right click on the document and select achieve now option ConfidentialIBM Confidential Note : - Once user click on archive now button, document will be moved to DMS Archival folder © 2012 IBM Corporation Page 3 of 3 BACK TO MAIN PAGE Archival of document User can find the archival document under the ‘DMS Archival’ folder on DMS System 2 1 1 1. User will open the DMS Archive folder 2. User will see the same folder structure under ‘DMS Archive’ as it was there under ‘DMS Repository’ User will select the folder where they archived the document 43 ConfidentialIBM Confidential 3. User can select and open the document that is stored in the DMS Archival © 2012 IBM Corporation Page 1 of 5 BACK TO MAIN PAGE Addition & deletion of user/group User can give access right of a particular document to user or group, user can add/ delete new user or group 2 1 3 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 44 ConfidentialIBM Confidential 2. Open documents security – user will select the document and right click on document 3. Select Security – user will go to the security option of the document © 2012 IBM Corporation Page 2 of 5 BACK TO MAIN PAGE Addition & deletion of user/group If a user is giving access to some particular user/group for some document then, they should make sure that that particular user/group should have granted access to the parent folder of the document Parent & Child relationship (Parent folder -1) for Child 1 Child 1 1 2 Note : - if a user1 want to give access right of children 2 to some other user2, then user1 has to make sure that user2 should have view access of parent folder 1, other wise, user2 will not been able to see the parent folder 1 and subsequent folder under this folder 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 45 ConfidentialIBM Confidential 2. If user1 want to give access right of EMM to user 2, then user 1 has to make sure that user2 should have view access rights of DMS Controlled manual (parent folder) © 2012 IBM Corporation Page 3 of 5 BACK TO MAIN PAGE Addition & deletion of user/group User will be able to see the user name and groups and the document access rights given to them 1 3 2 1. Different roles and there access rights – User can see different roles and their access rights which is shown in tick mark against each role 46 2. Click on ok & it will close the window ConfidentialIBM Confidential 3. Add New to provide access rights to new member – (If user has access right to give access right) , User will click on the add new button and it will open a new window (If user not able to change or open security setting it means that user does not have access right, in that case, user should contact on dms.desk@airindia.in) © 2012 IBM Corporation Page 4 of 5 BACK TO MAIN PAGE Addition & deletion of user/group User will select either user or group option and make search and select the user/ group id to add a particular new user or group, so that user/group can have access to see the documents 1 2 3 1. Select users or group – User can select any one of among users or group and then type the name of user or group and click on search button 47 ConfidentialIBM Confidential 2. User will select the name of the user/group 3. Accept- User select the accept button to add/ delete new user/ group for that particular document © 2012 IBM Corporation Page 5 of 5 BACK TO MAIN PAGE Addition & deletion of user/group To modify access rights to user/groups, user will click on that particular name and different setting will open where they will define the allow or deny access rights to individual user/group 1 2 3 4 1. Select particular users or group selected in earlier step – User will select that user name which was selected in the earlier step and click on it 48 ConfidentialIBM Confidential 2. Allow - User can change the allow setting for that particular user by clicking on the appropriate box against the access rights 3. Deny - User select the deny button to change security for that particular user/group 4. Accept- User select the accept button to change security for that particular user © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE FileNet - Introduction DMS will result in lots of saving at financial & operational level for Air India Ltd. Document management system is a major opportunity for Air India Limited to move towards a paper less office where relevant information will be in digital format easily available to authorized personnel Lower costs while overcoming operational barriers (Couriers & storing space saving) Strengthen coordination between Air India departments & employees 49 ConfidentialIBM Confidential Fast information availability with more transparency Better document flow control with traceability Increase employees productivity & efficiency Reduce paper printing Better access and security for confidential information Environmental friendly (Greener Working Practices i.e. E-mail’s) © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE FileNet - Introduction Benefits of DMS Implementation Employees can use it as a centralized repository to store and also distribute important documents to relevant persons Employees can access documents from anywhere in the world by logging in through valid user id and password DMS provides various advanced security and version control features like, access control, multiple version control, Audit trail of each document etc. DMS can be used to see document history like who has modified the document and when Automate capture of structured or unstructured documents Create rule based workflows to automate business processes Automate Notifications there will be so many time that user will be able to see that Automate approval, review and changes process Go to IT Energy Efficiency Scenario Provide search capability with advanced option that include meta data based search feathers 50 ConfidentialIBM Confidential © 2012 IBM Corporation Page 1 of 5 BACK TO MAIN PAGE Document Addition Employee can log in to portal by typing URL– http://dms.airindia.in; It will take on this screen with different links, where they can click on Document management system to access AI DMS 1 3 2 4 5 7 6 9 8 10 11 12 1: URL for Air India DMS Sysstem– Type http://dms.airindia.in 6: Air India website 51 51 2: Air India Fileserver link – To access circulars and public domain information 7: Flight Safety website 8: Click portal link ConfidentialIBM Confidential 3: DMS link – to access DMS system 9: QMS Website 10: Corp. Safety policy link 4: Web Mail link To access Web mail 11: Corp. Quality policy link 5: Operations website link 12: Corp. Environment policy link © 2012 IBM Corporation Page 2 of 5 BACK TO MAIN PAGE Document Addition Once user will click on document management system; They will come on this page and type in user name and password to access AI DMS 1 2 3 4 1: DMS User id 2: DMS password 3: log in to DMS System Type in user id Type in the password Click on it to log in to DMS 52 52 ConfidentialIBM Confidential 4: Home Page User can click here to go to home page © 2012 IBM Corporation Page 3 of 5 BACK TO MAIN PAGE Document Addition User will select the folder and click on add document button in add a document in to DMS system 2 1 1. Select Folder where document need to upload- User will select the folder where they want to upload the document 53 53 ConfidentialIBM Confidential 2. Add a document - to add a document from local system © 2012 IBM Corporation Page 4 of 5 BACK TO MAIN PAGE Document Addition Once user click on add document button, they have to locate the document on local system 1 2 1. User will browse the document from local system 54 54 ConfidentialIBM Confidential 2. User will click on next button © 2012 IBM Corporation Page 5 of 5 BACK TO MAIN PAGE Document Addition Once user will fill the meta data for the document 1 2 3 1. User will fill in the meta data related to the documents 55 55 ConfidentialIBM Confidential 2. This button is for automatically moving document to Fileserver, default setting for this button is False, So, its user choice to make it true only if they want to publish this document to all the public on Fileserver 3. User will add button © 2012 IBM Corporation Page 1 of 1 BACK TO MAIN PAGE Password Change Request User can change their password by coordinating with DIT team For any password change request please send a mail on the following E-mail id’s dms.desk@airindia.in and g.rajendran@airindia.in DMS Help Desk Contact Information – Email Id.: dms.desk@airindia.in – Contact Number: 022- 26263154 Ext. 3154 56 ConfidentialIBM Confidential © 2012 IBM Corporation Page 1 of 1 BACK TO MAIN PAGE New Folder Creation User can add new folder under parent folder 2 3 1 4 1. Open the relevant folder under which new folder is needed – user will select the folder under which user want to create a new folder 57 ConfidentialIBM Confidential 2. Select Add Folder button – user will click on add folder button 3. New folder name – user will type in the new folder name 3. Add button – User will click on the add button and the new folder will added © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE Document Name change If user want to change the document name; user will select that document property 2 1 3 1. Open the relevant folder where the document is located on DMS – user will open the folder so that they can see the documents 58 ConfidentialIBM Confidential 2. Open document property – user will select the document and right click on document 3. View property – User will select the property of the document © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE Document Name change User will on the document title and change the name of the document 1 2 3 1. Property – User can see the basic property which show meta data entered for the document 59 ConfidentialIBM Confidential 2. User will type in the new name of the document 3. User will click on the ok button and the name of document will be changed © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE Simple Search User will use simple search if they want to search some document/ folder by the using meta data search 1 4 5 2 3 6 1. Select search option 60 60 2. Select simple search ConfidentialIBM Confidential 3. Select the different option to filter search results 4: Type in the meta data you want to search 5: Select document or folder which user want to search 6: Click on search © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE Simple Search User will use simple search if they want to search some document/ folder by the using meta data search 1 5 4 2 3 6 1. Select search option 61 61 2. Select simple search ConfidentialIBM Confidential 3. Select the different option to filter search results 4: Type in the meta data you want to search 5: Select document or folder which user want to search 6: Click on search © 2012 IBM Corporation Page 1 of 1 BACK TO MAIN PAGE Keyword Search User will use keyword search to search documents where certain word is there 1 4 2 5 3 6 1. Select search option 62 62 2. Select keyword search ConfidentialIBM Confidential 3. Select the different option to filter search results 4: Type in the word you want to search 6: Click on search 6: Different search result will be shown to user © 2012 IBM Corporation Page 1 of 2 BACK TO MAIN PAGE Advances Search User will use advances search to find out some word from a specific folder or document type, They can even define certain folder under which this search function will work 1 6 5 2 4 3 7 1. Select search button 63 63 2. Select Advance search option 3. Select the different document title option to filter search results ConfidentialIBM Confidential 4: Type in the key word you want to search 5: Select document or folder which user want to search 6: Select the folder class where user want to search 7: Click on search © 2012 IBM Corporation Page 2 of 2 BACK TO MAIN PAGE Advances Search Advances search will allow user to search document inside a folder; Also, it allow them to do content search for all the document containing certain word 1 6 5 2 4 3 7 8 1. Select search button 64 64 2. Select Advance search option 3. Select the different document title option to filter search results ConfidentialIBM Confidential 4: Type in the key word you want to search 5: Select document or folder which user want to search 6: Select the folder class where user want to search 7: Click on search © 2012 IBM Corporation Page 1 of 1 BACK TO MAIN PAGE Upload Hard copy/ E-mail document on system If a user want to upload hard copy document or E-mail in to DMS system, they can open the below document where it has been explained in detail Please Press ESC button on your system User will double click on the below document where the details word document will open where the detail information is given Step 1. Press Esc Button Step 2. User will double click on the icon given next Incase you are not able to open the document using the above mentioned method, please click on or paste this link in your internet explorer address bar and press enter: http://dms.airindia.in/dmshelp/FAQ%20Releted%20to%20DMS%20Errors/ User will double click on Hard Copy Documents & E-mail Uploading on DMS.doc to download on there local system 65 ConfidentialIBM Confidential © 2012 IBM Corporation Page 1 of 4 BACK TO MAIN PAGE DMS Log IN Employee can log in to portal by typing URL– http://dms.airindia.in; It will take on this screen with different links, where they can click on DMS- Departmental Access to access AI DMS Portal Main Screen 1 2 3 5 4 7 6 9 8 10 11 12 1: URL for Air India Fileserver – Type http://dms.airindia.in 6: Air India website 66 66 2: Air India Fileserver link :DMS Staff Access– To access circulars and public domain information 7: Flight Safety website 8: Click portal link ConfidentialIBM Confidential 3: DMS link – to access DMS system with authenticated DMS id Only 9: QMS Website 10: Corp. Safety policy link 4: Web Mail link - To access Web mail 11: Corp. Quality policy link 5: Operations website link 12: Corp. Environment policy link © 2012 IBM Corporation Page 2 of 4 BACK TO MAIN PAGE DMS Log IN Once user will click on document management system; They will come on this page and type in user name and password to access AI DMS DMS log in Screen 1 2 3 4 1: DMS User id 2: DMS password 3: log in to DMS System Type in user id Type in the password Click on it to log in to DMS 67 67 ConfidentialIBM Confidential 4: Home Page User can click here to go to home page © 2012 IBM Corporation Page 3 of4 BACK TO MAIN PAGE DMS Log IN As, User come on DMS, They have different options links to access documents and links Overview of different buttons available on DMS mail screen 5 4 1 1. Folder structure Information and documents is structured in a meaningful way which will be shown as per access right of users 68 68 2 3 2. Add a document - to add a single document (scanned or soft copy) from local system ConfidentialIBM Confidential 3. Drag and drop for multiple documents Using this tool multiple documents can be uploaded simultaneously 4: Search option - Different option for normal and advanced search option 5: Help - User can click here to go to Helpdesk © 2012 IBM Corporation Page 4 of 4 BACK TO MAIN PAGE DMS Log IN As, User come on DMS, They have different options links to access documents and links Overview of different buttons available on DMS mail screen 4 1 3 2 1. Folder structure Information and documents is structured in a meaningful way which will be shown as per access right of users 69 69 2. Select document to open – User can select appropriate folder ConfidentialIBM Confidential 3. Open the documentUser can click on the document or right click on the document to open and view the document 4: Help - User can click here to go to Helpdesk © 2012 IBM Corporation Thank You ! 70 ConfidentialIBM Confidential © 2012 IBM Corporation