GUIguide - The Solution for Managing Design Knowledge

1

Insert the CD-ROM into your CD-ROM drive.
An auto-run installation screen should pop up after the CD is inserted.

2

Press the ColdFusion Server 5.0 link on the installation screen to install ColdFusion. You will be asked to enter a serial number. Please type in the serial number (CFxxxx-xxxxx-xxxxx-xxxxx) shown on the CD case. After ColdFusion is installed, you may be asked to restart your computer; select the option to restart.

Note: If you don’t have ColdFusion Server 5.0 installed, you must install it before installing GUIguide. If you already have ColdFusion Server 5.0 installed, you can skip this step.

3

Run the setup program again, and press the GUIguide 4.0 link on the installation screen to install GUIguide. Please type in the serial number (GGxxxxx-xxxx-xxxx) shown on the CD case.

Tip: You will be asked for the path to your web server. This is the directory that you selected as the root directory when you installed your web server per the system requirements, i.e. C:\Inetpub\wwwroot\. This directory contains the folders called ‘admin’ and ‘guidelines’ that were installed with the previous version of GUIguide.

1

Set up a system administrator for GUIguide and select a security option.
The system administrator is a required position. The individual in this position is responsible for ensuring that GUIguide runs correctly and for receiving user feedback.

a       Start GUIguide. To access GUIguide, type http://domain/guidelines/index.cfm into your web browser, replacing domain with your specific domain name.

b       Press the Administrator button located in the top bar. The initial system administrator login uses the word administrator as both the user name and password.

c       Enter the required administrator information, including login (user name), password, name, e-mail address, telephone number, company, and mail server. Notes: You must enter an e-mail address. This e-mail address receives the feedback submitted from users using GUIguide. In addition, you should change the password to something unique for your organization.

d       If you want to use security with GUIguide, check the Use Security checkbox. If you select to use security, all users will need their own unique user name and password to read the content in GUIguide. If you select not to use security, then only individuals who need to access the GUIguide Administrator will need user names and passwords.

e       Press the Submit button.

2

Reindex GUIguide Database.
GUIguide uses verity collections to make the search function quicker. Please select the Utilities menu from the Administrator desktop and press Reindex GUIguide Database to create those collections. This process may take a few minutes to complete.

3

Set up user Ids and roles.
If you selected the Use Security option in Step 1, you need to set up a user name for every user of GUIguide. If you did not select the Use Security option, you just need to set up users who need access to the GUIguide Administrator, including those who will fill roles in the workflow process.

a       On the GUIguide Administrator home page, press the User Setup link.

b       Press the New link.

c       Enter the required user information, including name, login (user name), password, level, email, and role. The levels are explained below.

         No Admin Access – provides access only to the GUIguide content, not the GUIguide Administrator. Use this option for readers of GUIguide.

         Read-Only Admin Access – provides access to the GUIguide content and read-only access to the GUIguide Administrator.

         Full Admin Access – provides complete access to the GUIguide content and the GUIguide Administrator. There must be at least one user with this level of security, who acts as the system administrator as explained in Step 1.

d       Enter any non-required user information, including company, department, and telephone number.

e       Select the user’s role from the Role drop-down list. If you decide not to set up an optional role, the content is passed to the next role in the workflow process. For more information on roles, inboxes, and the workflow process, see the GUIguide Administrator help.

         Reader (default) – allows the user to read the GUIguide™ content only. Use this role for normal users if you selected the Use Security option in Step 1. This role is not part of the workflow process.

         Author (required role) – changes existing or creates new content items.

         Domain Manager (optional role) – reviews the content items entered by authors for a specific domain.

         Editor (optional role) – edits the wording of the content items and makes sure that they are categorized correctly.

         Content Manager (required role) – approves and publishes content on your Intranet and/or publicly and retrieves new content from Classic System Solutions.

f        Press the Submit button.