DSM Instructional – System Configuration Options

These instructions cover the System Configuration options in DSM.

First, go to File > Administration > System Configuration.  You will see the following screen.

The first tab General (F2) contains your company basic information.  Enter your company information on the left side of the screen.

The check box that says “Each company uses separate company lists” is used for a Multi-company configuration.  DSM can run multiple companies within a single database.  Note:  Multiple companies in DSM is an additional charge.

In the upper right is your Peak Account ID and Password.  This is given to you by Support.

Next is DSM Login options.  Check this box if you wish to enforce a strong password policy.  Leaving the box unchecked will allow a user to have NO password if desired.  You can also choose to have the system expire passwords after a period of time in days.

Last on this tab are the International settings.  You can choose multiple options here to configure your DSM software to perform in different country formats.

 

The second tab Connection (F3) is where you can configure your connection to your SQL database.  Typically the options on the left are NEVER changed.  If you need to change an option here please contact Support.

On the left side is the default email information.  Here you can choose which options to use to have the system send email.

If SMTP is chosen, you may enter your credentials here.  These credentials are given to you by your IT personnel.

If MAPI is chosen, DSM will then prompt you to allow your Microsoft® Outlook to send mail.  You will be prompted each time you send email to allow it through outlook but the settings can be changed within outlook.

If HTTP via Peak is chosen, the system will use our Mail Server to send mail. 

 

The Third tab File Paths (F4) is where you specify the location of your scanned documents and Backups within DSM. 

The top area is for the scanned or attached documents.  It is UNC drive on your network and must be accessible within your computer network view to utilize.  You can also choose what size to allow DSM to save scanned files as.

The bottom area is for your backup location.  It is also a UNC drive exactly like your attached documents above.

 

The Final tab Backup Plan (F5) is where you set up your system backup options.  DSM can automatically back up the database for you if you choose.

You have many options here. 

If you have a backup plan of your own, select “Never” and click ok.

If you do not have a backup plan of your own, you can choose the 3^rd option to automatically backup at a specified time at the right.  Other options are at the right as well for you to choose how long to keep your backups.  Review these options & select the appropriate setting for your business.

The lower panel of this tab has to do with Monitoring.  It is grayed out because it is controlled by your DSM licensing.  Within your DSM license is the option to have our Automated Backup service turned on or off.  If it is turned on (An additional charge) the selections relevant to the backup plan would appear in the grayed out boxes.

Once finished, select OK at the bottom to save your System Configuration.