Download Application and Document Type Creation

Application and Document Type Creation
1. Login to Aquarius and select “System Setup”, “Application Manager” from the Aquarius Menu.
2. Click on “New” to create a new application. Remember that a new application in Aquarius is a new database.
Type in the desired “Application Name” and click “OK”.
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3. The “Application Types” dialog will appear. Selecting “Local Application Database” will create a new
application using Microsoft Access. Selecting “Existing Application Database” will allow you to reconnect to a
database that was unregistered or deleted. The “SQL Server Application Database” will register an Access
database that was exported to SQL. The “Export Application to SQL Server” will copy or export your Access
database to SQL. The “Custom Application Database” will allow you to connect to any ODBC compliant
database.
4. Click on “Local Application Database”. This will allow you to create a new Access database/application.
Name the file appropriately and click “Save”.
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5. The Application Manager will show that the Application was successfully created. Click “OK”.
6.
We can now create our Document Type. Click on “New Document Type” button.
7. Type in the appropriate name and click “Save”. For this Document Type we will use “Employee Information”.
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8.
Now click on the “Index Table” tab. To create new indexes click on the “New Field” button.
9. Type in the appropriate “Field Name”. Select the appropriate “Field Type” and length. Clicking “Next” will
allow you to add multiple index fields. Clicking “Save” will assume you only want to have one index field. Note,
that more index fields can be added by simply clicking the “New Field” button.
10. For the purposes of these instructions we have added an additional “Date” index field.
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11. Now click on the “Query Definitions” tab. Remember that all “Index Fields” do not have to be available to
users to query. Click the “Add Query Field” to make the index fields available for users to query.
12. Click “Next” to add the first Query Field and proceed to the next. Click “Save” to only add the displayed Query
Field.
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13. Once you have added the appropriate Query Fields click on the “Index Form” tab. Click the “Add Index Field”
button.
14. Several different options are available for the Index Form Parameters. Please refer to the DMS Administrator’s
for more information. It is recommended to Auto Title your documents. To this click on the “Special
Features” tab.
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15. Click “Auto Title” check box to enable the Auto Titling feature. Click “Next” to proceed to the next index field
or click “Save” if you are finished. Once you have completed the Index Form click on the “Security” tab.
16. It is required to give “Field Access” to the necessary security groups. Doing this will allow you to utilize the
new Document Type. To do this click “Select All” and “Apply”. This steps needs to be repeated for all of the
necessary security groups. Once this process is complete click “Close” to return the Aquarius Menu.
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17. For the purposes of these instructions we will give the “Everyone” Security Group the ability to perform all
functions. To this, from the Aquarius Menu click “System Setup”, “Security Setup”, “Setup Security”. Be sure
the “Everyone” Security Group is highlighted and click on the “Users” tab.
18. With the “Users” tab displayed click on the “System Administrator” and click “Assign”. Now click on the
“Applications” tab.
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19. For these instructions we will click the “Aquarius Support” Application and click “Assign”. Now click the
“Document Types” tab.
20. Select your application from the “Application” drop down box and your new Document Type will appear on the
left. Click and highlight your Document Type and click “Grant”. Now click the “Functions…” button.
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21. Under the “General Functions” tab click “Assign All Functions”. The functions will move from the left to the
right side under “Assigned Functions:”. Once this step is complete click the “Document Type Functions” tab.
22. Click and highlight your “Document Type” in the lower left of this window. Now click “Assign All
Functions”. Once you have finished this step click “Close” twice to return to the Aquarius Menu. Your new
Application and Document Type are ready to use.
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