Brady NetDoc User Guide
Table Of Contents
Preface............................................................................................................................................. 1
Welcome to the NetDoc™ Online User Guide........................................................................... 1
Usage Notes............................................................................................................................1
Printable Information.............................................................................................................. 1
Web Site.................................................................................................................................. 1
Online User Guide Overview...................................................................................................... 1
NetDoc Documentation .............................................................................................................. 2
Copyright and Trademarks ......................................................................................................... 2
Technical Support Contact Information...................................................................................... 3
United States and Canada ....................................................................................................... 3
Getting Started................................................................................................................................4
Getting Started in NetDoc........................................................................................................... 4
NetDoc Overview ....................................................................................................................... 4
System Requirements.................................................................................................................. 5
Client Workstation Requirements........................................................................................... 5
Server Requirements............................................................................................................... 5
Installing NetDoc............................................................................................................................ 6
Preparing to Install NetDoc ........................................................................................................ 6
Before You Begin...................................................................................................................6
Installation Overview.............................................................................................................. 6
Installing NetDoc on Your IIS Server ........................................................................................ 7
Creating the SQL Server Database.............................................................................................9
Configuring SQL Server Security (optional)............................................................................ 13
Configuring IIS to Display NetDoc on an Intranet................................................................... 16
To configure IIS for Windows Server 2000 ......................................................................... 16
To configure IIS for Windows Server 2003 ......................................................................... 20
Connecting NetDoc IIS to NetDoc SQL Server.......................................................................22
Adding NetDoc users................................................................................................................ 22
Configuring Security for NetDoc Login (optional)..................................................................23
To access the settings:........................................................................................................... 24
Upgrading from an Earlier Version of NetDoc............................................................................. 26
To upgrade to NetDoc v1.1:.................................................................................................. 26
Exploring NetDoc......................................................................................................................... 27
Exploring the NetDoc Environment ......................................................................................... 27
The NetDoc Main Page............................................................................................................. 27
Links from the NetDoc Main Page....................................................................................... 27
NetDoc Main Menu .................................................................................................................. 28
The NetDoc Environment............................................................................................................. 30
Navigator Tree..........................................................................................................................30
Hierarchy Descriptions ............................................................................................................. 30
Location Info............................................................................................................................. 31
List View................................................................................................................................... 31
Detail View............................................................................................................................... 33
Attachments .............................................................................................................................. 34
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Table Of Contents
To add an Attachment:.......................................................................................................... 34
To view an Attachment:........................................................................................................ 34
To delete an Attachment:...................................................................................................... 34
Notes.........................................................................................................................................35
To add Notes:........................................................................................................................ 35
To add additional Notes to the Port or Strand Level: ........................................................... 35
To delete Notes:.................................................................................................................... 36
Revision Log............................................................................................................................. 36
NetDoc Tools Available Within the Application.......................................................................... 37
Multi-View Multi-Task Capability........................................................................................... 37
Window Sizing.......................................................................................................................... 37
Search Function ........................................................................................................................ 37
To use the search function:...................................................................................................37
Quick Set/Quick Insert Buttons................................................................................................38
View Most Recently Added Items............................................................................................ 38
Copy Capabilities...................................................................................................................... 39
Copy Button.............................................................................................................................. 39
To use the Copy function:.....................................................................................................39
To Excel Button........................................................................................................................ 39
To copy to Excel:.................................................................................................................. 39
To Clipboard Button.................................................................................................................40
To copy to the clipboard:...................................................................................................... 40
Circuit Trace Tool..................................................................................................................... 40
About the Circuit Trace Tool................................................................................................ 40
Accessing the Circuit Trace Tool ......................................................................................... 40
Viewing Circuit Information................................................................................................. 41
Show/Hide Table or Diagram............................................................................................... 41
Invert Table........................................................................................................................... 41
Copy to Clipboard................................................................................................................. 41
Print....................................................................................................................................... 41
Arranging the Diagram......................................................................................................... 42
Viewing a Component’s Detail............................................................................................. 42
Changing the Trace Point...................................................................................................... 42
NetDoc Tools Accessed from the NetDoc Main Page.................................................................. 43
Exporting to LabelMark™........................................................................................................ 43
To export to LabelMark........................................................................................................ 43
Tester Data Features ................................................................................................................. 44
About the Tester Data Import Tool....................................................................................... 44
Importing Tester Data........................................................................................................... 45
Viewing Test Data ................................................................................................................ 46
Matching Tester Data............................................................................................................ 46
Deleting Imported Tester Data Sets...................................................................................... 47
User Defined Fields .................................................................................................................. 47
Custom Fields ........................................................................................................................... 47
To create customized fields:................................................................................................. 48
Security Log.............................................................................................................................. 48
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NetDoc User Guide
To view the Security Log:..................................................................................................... 49
Enable/Disable Features............................................................................................................ 49
NetDoc Wizards............................................................................................................................ 51
About NetDoc's Wizards .......................................................................................................... 51
Infrastructure Setup Wizards .................................................................................................... 51
To use an infrastructure setup wizard:.................................................................................. 52
Documentation Wizards............................................................................................................ 53
Port Naming Wizard............................................................................................................. 53
Setting Up the Geographical Infrastructure.................................................................................. 55
About the Infrastructure............................................................................................................ 55
Setting Up Companies .............................................................................................................. 55
To set up a Company:........................................................................................................... 55
Setting Up Infrastructure Within a Company............................................................................... 57
Campuses.................................................................................................................................. 57
To add a Campus: ................................................................................................................. 57
To remove a Campus:........................................................................................................... 57
Buildings................................................................................................................................... 58
To add a Building: ................................................................................................................ 58
To remove a Building:.......................................................................................................... 58
Floors ........................................................................................................................................ 58
To add a Floor:...................................................................................................................... 59
To remove a Floor:................................................................................................................ 59
Indoor Spaces............................................................................................................................ 59
To add an Indoor Space:....................................................................................................... 59
Telecommunication Spaces ...................................................................................................... 60
To add a Telecommunication Space:.................................................................................... 60
Outdoor Spaces......................................................................................................................... 61
To add an Outdoor Space:..................................................................................................... 61
To remove an Outdoor Space: .............................................................................................. 62
Faceplates.................................................................................................................................. 62
To add a Faceplate:............................................................................................................... 62
To remove a Faceplate:......................................................................................................... 62
Ports .......................................................................................................................................... 63
To add a Port:........................................................................................................................ 63
To remove a Port:.................................................................................................................. 63
Setting Up the Cabling Infrastructure........................................................................................... 64
About the Cabling Infrastructure.............................................................................................. 64
Termination Hardware.............................................................................................................. 64
About Termination Hardware............................................................................................... 64
Adding Termination Hardware............................................................................................. 64
Defining Termination Hardware........................................................................................... 65
Start and End Port/Position................................................................................................... 65
Editing Port/Position Status.................................................................................................. 65
Connecting Termination Hardware to a Backbone Cable.................................................... 66
Connecting to a Horizontal Link........................................................................................... 66
Connecting to a Grounding Conductor................................................................................. 66
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Table Of Contents
Assets........................................................................................................................................ 66
About Assets......................................................................................................................... 66
Setting Up Asset Types......................................................................................................... 66
Backbone Assets................................................................................................................... 67
Workstation Assets............................................................................................................... 67
Financials.............................................................................................................................. 67
Horizontal Links ....................................................................................................................... 68
About Horizontal Links ........................................................................................................ 68
Horizontal Link (HL) Info.................................................................................................... 68
Defining Horizontal Links.................................................................................................... 69
Connecting Contacts to a Horizontal Link............................................................................ 69
Connecting Workstation Assets to a Horizontal Link .......................................................... 69
Connecting a Data Horizontal Link to a Backbone Asset .................................................... 69
Connecting a Data Horizontal Link to a Mainframe Asset................................................... 70
Connecting a Voice Horizontal Link to a Backbone Asset .................................................. 70
Connecting a Horizontal Link to Termination Hardware..................................................... 70
Identifying Horizontal Link Pathways Used......................................................................... 71
Editing the Key Sheet ........................................................................................................... 71
Connecting a Horizontal Link to a Grounding Conductor.................................................... 71
Splices....................................................................................................................................... 71
Adding Splices...................................................................................................................... 71
Splice Types (User Defined)................................................................................................. 72
Connecting a Backbone Cable to a Splice............................................................................ 72
Backbones................................................................................................................................. 72
Backbone Cables................................................................................................................... 72
Adding a Backbone............................................................................................................... 72
Defining a Backbone............................................................................................................. 73
Backbone Source .................................................................................................................. 73
Backbone Source .................................................................................................................. 74
Backbone Destination........................................................................................................... 74
Backbone Pair/Strand Details............................................................................................... 74
Backbone Cross-Connects.................................................................................................... 75
Identifying Backbone Pathways Used.................................................................................. 75
Connecting a Backbone to a Grounding Conductor............................................................. 75
Grounding................................................................................................................................. 76
About Grounding.................................................................................................................. 76
Adding Busbars..................................................................................................................... 76
Adding a Conductor.............................................................................................................. 76
Conductor Pathways Used.................................................................................................... 77
Firestops.................................................................................................................................... 78
Firestop Information ............................................................................................................. 78
Adding a Firestop.................................................................................................................. 78
Connecting a Firestop to a Pathway...................................................................................... 78
Pathways................................................................................................................................... 78
About Pathways.................................................................................................................... 78
Adding a Pathway................................................................................................................. 79
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NetDoc User Guide
Cables in Pathways............................................................................................................... 79
Connecting a Pathway to a Firestop...................................................................................... 79
Connecting the Pathways...................................................................................................... 79
Contacts..................................................................................................................................... 80
Adding a Contact .................................................................................................................. 80
Defining a Contact................................................................................................................ 80
Adding Departments............................................................................................................. 81
Connecting a User to Horizontal Links ................................................................................ 81
Creating NetDoc Specific Users........................................................................................... 81
Reports.......................................................................................................................................... 82
About the Report Creator.......................................................................................................... 82
How to Run a Report ................................................................................................................ 82
To generate a report from the Report Creator:...................................................................... 82
Sorting, Filtering, and Grouping Reports ................................................................................. 82
Selecting Data for a Report................................................................................................... 82
Grouping Data on a Report................................................................................................... 83
Sorting a Report.................................................................................................................... 83
Report Detail......................................................................................................................... 83
Header Color......................................................................................................................... 83
The Print Details Button........................................................................................................... 83
Available Reports...................................................................................................................... 83
An additional report is available from NetDoc’s List View:................................................ 84
Spreadsheet Tool........................................................................................................................... 85
Spreadsheet Tool (Import from Excel)..................................................................................... 85
About the Spreadsheet Tool...................................................................................................... 85
Launching the Spreadsheet Tool............................................................................................... 85
To launch NetDoc’s Spreadsheet Tool:................................................................................ 85
Using the Import Tool to Transfer Data to NetDoc.................................................................. 86
To add data to the Import Tool:............................................................................................ 86
To Check Data:..................................................................................................................... 86
To Import Data:..................................................................................................................... 87
Appendix....................................................................................................................................... 88
Product Functionality................................................................................................................ 88
vi
Preface
Welcome to the NetDoc™ Online User Guide
Usage Notes
As you use the NetDoc Online User Guide:
• When you see text like this - sample - click it to jump to related information. Click Back
on your browser to return to your starting point.
• Click Contents, Index or Search at the top of the screen to find the information you're
looking for. See
Printable Information
• NetDoc User Guide
Web Site
Online User Guide Overview for details on using these features.
Click the link below to display your local Brady web site.
• Brady Web Site
Online User Guide Overview
Select Help Æ User Guide to display the NetDoc electronic reference system. It appears in a
standard web browser window, but has the following additional features:
• Contents – Displays a list of categories and topics in the order you would naturally read
them. Click on the category to list its individual topics. Click a topic to display it.
• Index – Displays an organized list of related topics. Browse the list or type a keyword
and press Enter to jump to it.
• Search – Allows you to find words and phrases within the full text of the guide.
• Jump – Allows you to jump to a relevant topic or website by clicking blue underlined
text. Click
• Browse – Allows you to read topics in a logical order. Click the buttons (Previous
Topic and Next Topic) to browse through the guide.
(the Back button on your browser) to return to your starting point.
• Browser buttons – You can also use the forward and back buttons on your web browser
to retrace the steps you have taken from topic to topic.
• Hide Navigation – Click the button to hide the Contents, Index or Search navigation
information so you can display more of the user guide text. Click Contents, Index or
Search tab at the top of the screen to re-display the navigation information.
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NetDoc User Guide
NetDoc Documentation
Brady provides four sources of documentation for your reference when using NetDoc:
• Online User Guide – A full-featured electronic reference system installed with the
application (select Help Æ User Guide).
• User Guide .PDF File – A printable version of the online user guide is installed with the
application. (To open it, click
• Printed Quick Start Guide
here.)
Copyright and Trademarks
This manual is proprietary to Brady Worldwide, Inc. (hereafter "Brady"), and may be revised
from time to time without notice. Brady disclaims any understanding to provide you with such
revisions, if any.
This manual is copyrighted with all rights reserved. No portion of this manual may be copied or
reproduced by any means without the prior written consent of Brady.
While every precaution has been taken in the preparation of this document, Brady assumes no
liability to any party for any loss or damage caused by errors or omissions or by statements
resulting from negligence, accident, or any other cause. Brady further assumes no liability arising
out of the application or use of any product or system described, herein; nor any liability for
incidental or consequential damages arising from the use of this document. Brady disclaims all
warranties of merchantability of fitness for a particular purpose.
Brady reserves the right to make changes without further notice to any product or system
described herein to improve reliability, function, or design.
Microsoft, Windows, Excel, Word, Access and SQL Server are registered trademarks of
Microsoft Corporation.
NetDoc™ (hereafter "NetDoc") is a trademark of Brady Worldwide, Inc.
LabelMark™ is a trademark of Brady Worldwide, Inc.
All brand or product names referenced in this manual are trademarks (™) or registered
trademarks (®) of their respective companies or organizations.
© 2005 Brady Worldwide, Inc. All Rights Reserved
2
Technical Support Contact Information
United States and Canada
Preface
Phone:
FAX:
Email:
1-800-643-8766
(M-F 6:30 a.m. - 6:30 p.m. Central
Time
1-800-358-6767
tech_support@bradycorp.com
3
Getting St arted
Getting Started in NetDoc
To begin using NetDoc, you can get a general understanding of its functions and features by
reading the
performance of the application. Then, follow the detailed instructions for proper installation, and
Explore the NetDoc Environment. From there, you can set up the system to best meet your
cabling and infrastructure needs.
NetDoc Overview
NetDoc is a web enabled database package that will enable you to better document and manage
your complete network. With this Cable Management Solution (CMS), you can document
horizontal and backbone cables, hardware, assets, pathways, locations, users, and much more.
Beyond everything that NetDoc is able to do; information can also be seamlessly exported into
LabelMark software to assist you in easily labeling your entire infrastructure. Brady’s
documentation solutions, labeling solutions, and an assortment of printers will increase
productivity, reduce costs, and improve user services in a very user-friendly environment.
NetDoc Overview. Also, ensure you meet the System Requirements for optimal
The NetDoc interface runs on Microsoft SQL Server (MSS). MSS is designed to support one or
several users. Each database created will keep track of data associated with your infrastructure.
When a change is made to your infrastructure, such as adding a new component, updating or
removing components, you can make the change directly in NetDoc in several different methods.
In addition, the ANSI/TIA/EIA 606A has changed standards for guidelines and classes of
administration for telecommunications infrastructure. NetDoc was built according to the new
standards, simplifying your firm’s transition to them. As an open, user-friendly CMS package,
each organization can document and label according to the methods chosen to be followed.
4
System Requirements
Client Workstation Requirements
Hardware Software
Getting Started
Minimum Requirements:
• 750 MHz Processor
• 256 MB Ram
• SVGA w/24-bit color
• 1024x768 minimum screen
resolution
• Mouse
• Windows compatible printer
Requirements:
• Windows 2000, Windows XP Home,
• Internet Explorer 6.0
Server Requirements
Hardware Software
Minimum Requirements:
• 750 MHz Processor
• 512 MB Ram
• 30 GB disk drive
Requirements:
• Windows 2000 Server or Windows
• IIS 5.0 – 6.0
• .Net Framework 1.1
Recommended:
• 2 GHz Processor
• SQL Server 2000 Standard or
or Windows XP Professional
2003 Server
Enterprise edition
• 1 GB Ram
• 30+ GB disk drive
• 17” SVGA Monitor
5
Installing NetDoc
Preparing to Install NetDoc
Before You Begin
It’s important to consult your network and database administrators before performing any
installation procedures. This guide provides a basic set-up structure; your administrators may
require additional settings for security purposes. Additional help and information can be found
in the
www.bradyid.com Online Knowledge Base.
Recommendations:
Internet Information Services (IIS), SQL Server 2000, and .NET Framework 1.1 are
required for the NetDoc application to operate. Make sure these software packages are
installed before going any further.
Microsoft’s .NET Framework is essential for NetDoc to operate properly with IIS. For
that reason, we strongly suggest you install or reinstall .NET Framework before
configuring anything. .NET Framework can be downloaded from
www.microsoft.com.
An individual with administrator rights is required for installation as the process requires
configuring IIS and SQL. It is strongly recommended that a database administrator
handle the SQL portion of the installation to ensure database security and integrity.
Installation Overview
The installation and setup of NetDoc involves these procedures:
Installing NetDoc on your IIS server
Creating the SQL Server database
(Optional) Configuring SQL Server security
Configuring IIS to display NetDoc on an Intranet
Connecting NetDoc IIS to NetDoc SQL Server
Adding NetDoc users
(Optional) Configuring security for NetDoc login
Each of these procedures is explained in step-by-step instructions that follow.
6
Installing NetDoc
Installing NetDoc on Your IIS Server
NetDoc uses a Microsoft SQL Server database that is installed on your server (see Creating the
SQL Server Database). Client machines use NetDoc via a web browser.
Note: This part of the installation process applies to
2003.
To install NetDoc on an IIS server:
1. Insert the NetDoc CD into the CD-ROM drive. The install screen appears. (If the install
does not start automatically, select Run from the Start menu, type D:\setup.exe, and
skip to step 3.)
2. Click Install NetDoc. The NetDoc InstallShield Wizard appears, extracting files for the
installation.
3. Click Next.
both MS Windows Server 2000 and
7
NetDoc User Guide
4. When the End User License Agreement (EULA) screen appears, click Yes to accept it. If you decline the
agreement, the software will not install.
5. In the Customer Information screen, enter your User Name, Organization, and Serial
Number (serial number is on the inside cover of the DVD case).
6. Click Next.
8
Installing NetDoc
7. The Choose Destination Location screen appears, showing the default directory where
NetDoc will be installed. To accept the default directory, click Next. If you don’t want
to use the default directory, click Browse to select an alternate installation location.
Recommendation: Brady recommends using the default installation directory. Not doing
so may result in additional IIS configuration steps.
8. When the Ready to Install screen appears, click Install. Setup will begin copying files.
9. When the Setup Complete screen appears, click Finish. The setup is complete.
Creating the SQL Server Database
This section steps you through the process of creating the NetDoc server database.
Note: This part of the installation process applies to
2003.
To create the SQL Server database:
1. From the Start menu, choose Programs, then Microsoft SQL Server.
2. Click Enterprise Manager.
3. In the left pane, expand Microsoft SQL Servers→SQL Server
Group→ <servername> →Databases (as illustrated below).
4. Open the database folder, and either right-click on Databases or choose New Database
from the Action menu.
both MS Windows Server 2000 and
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NetDoc User Guide
5. The Database Properties window appears. On the General tab, enter a name for the
database in the Name field. Make a note of the name, as you will need it later.
6. Click OK.
10
Installing NetDoc
7. Expand the database tree by clicking the plus (+) symbols, and select the database you
just created.
8. Click the Tools menu and select SQL Query Analyzer.
9. Click the File menu and select Open.
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NetDoc User Guide
10. In the Open Query File dialog box, browse to the NetDoc installation location you
selected in Installing NetDoc on IIS Server. The default location is:
C:\Inetpub\wwwroot\NetDoc.
11. In the root NetDoc directory, click the NetDoc.sql file, and then click Open.
12. Click Execute Query.
13. Confirm that “Query batch completed” is shown at the bottom of the window. If you
receive an error message, please consult Microsoft’s SQL 2000 Server User Guide.
14. Click Exit on the File menu to close the Query Analyzer.
Note: Please refer to your MS SQL database administration documentation for further guidance
on setting up and configuring your particular MS SQL database.
12
Installing NetDoc
Configuring SQL Server Security (optional)
Alert: The following are general guidelines for establishing new database securities within the SQL server. Please
use these instructions as a guideline. A database administrator should perform all SQL configurations for security
purposes.
Note: This part of the installation process applies to both MS Windows Server 2000 and
2003.
To add the database user in SQL Server:
1. From the Start menu, choose Programs, then Microsoft SQL Server.
2. Click Enterprise Manager.
3. Expand the tree and highlight your NetDoc database.
4. Right click on Users and select New Database User.
4. In the Login name field, click the down-arrow and select <new>.
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NetDoc User Guide
5. When the SQL Server Login Properties – New Login dialog box appears, enter your
new login name in the Name field.
6. Click to select SQL Server Authentication.
7. Enter a password. Make a note of the name and password you entered, as you will need
this later.
8. Click OK.
14
Installing NetDoc
9. In the Database User Properties dialog box, click the down-arrow next to Login name
and select your newly added name.
10. Click the checkbox for db_owner.
11. Click OK.
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NetDoc User Guide
12. Your newly added user name will appear in the main pane of the SQL Server
Enterprise Manager window.
13. Close the SQL Server Enterprise Manager.
Configuring IIS to Display NetDoc on an Intranet
This section provides instructions for configuring NetDoc for Windows Server 2003 and Server
2000, and for configuring IIS Security.
Recommendation: Make sure you complete this procedure before attempting to connect to the
database. If you do not configure IIS first, users will be unable to connect to the database (see
Connecting to the SQL Server Database).
IMPORTANT NOTE: For this phase of the installation process, the steps you follow
depend on whether you are using MS Windows Server 2000 or MS Windows Server 2003.
If you are running MS Windows Server 2000, take the steps under
Server 2000.
If you are funning MS Windows Server 2003, take the steps under
Server 2003.
To configure IIS for Windows Server 2000
To configure IIS for Windows Server 2000:
1. Launch Windows Explorer.
2. Browse to the NetDoc installation location. The default location is:
C:\Inetpub\wwwroot\NetDoc.
3. Right-click on the NetDoc folder and select Properties.
To configure IIS for Windows
To configure IIS for Windows
16
Installing NetDoc
4. In the NetDoc Properties window, click the Security tab.
5. Click the Add button.
17
NetDoc User Guide
6. In the Select Users or Groups dialog box, select the ASPNET user, and click the Add
button.
7. Click OK.
8. On the Security tab of the NetDoc Properties window, click the checkbox for Write in
the Allow column of the Permissions area.
Recommendation: Deleting an attachment in NetDoc does not remove the attachment from the
hard disk. Granting the ASP.NET user Modify permissions will prevent this from occurring;
however, it may not be considered good security practice. Contact your IT department with any
questions.
9. Click Apply, then click OK.
18
Installing NetDoc
10. The folder permissions are configured, and you may close Windows Explorer.
To configure IIS security:
1. From the Start menu, select Control Panel, then Administrative Tools, then Internet
Services Manager.
2. In the tree, locate the Internet Information Services name. Below it should be the name
of your server. Make a note of this name, as you will need it later.
3. Expand your server name, then expand the Default Web Site option. Right-click NetDoc
and select Properties.
4. In the NetDoc Properties window, ensure that Application Protection is set to Low.
5. Click the Directory Security Tab.
6. In the Anonymous access and authentication control section, click the Edit button.
7. In the Authentication Methods dialog box, make sure Anonymous access and
Integrated Windows authentication are check. Everything else can remain as is.
8. Click OK.
9. Click OK again to close the NetDoc Properties window.
10. Close the Internet Information Services window. You are finished configuring IIS
security.
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NetDoc User Guide
To configure IIS for Windows Server 2003
To configure IIS for Windows Server 2003:
1. Launch Windows Explorer
2. Browse to the NetDoc installation location. The default location is:
C:\Inetpub\wwwroot\NetDoc.
3. Right-click on the NetDoc folder and select Properties.
4. In the NetDoc Properties window, click the Security tab.
5. Select the IIS_WPG user.
Note: If the Group or user name list does not include an IIS_WPG user, click the Add
button and select IIS_WPG user from the list. If you cannot locate IIS_WPG user on the
list: 1) click the Advanced tab,2) use the Find Now function to locate it, 3) select it, and
4) click OK. When the IIS_WPG user appears in the NetDoc Properties window (on the
Security tab), select it and continue to the next step.
6. Click the checkbox for Write in the Allow column of the Permissions area.
Recommendation: Deleting an attachment in NetDoc does not remove the attachment from the
hard disk. Granting the IIS_WPG user Modify permissions will allow NetDoc to remove the
file; however, it may not be considered good security practice. Contact your IT department with
any questions.
20
7. Click Apply, then click OK.
Installing NetDoc
To configure IIS security:
1. From the Start menu, select Control Panel, then Administrative Tools, then Internet
Services Manager.
2. In the tree, locate the Internet Information Services name. Below it should be the name
of your server. Make a note of this name, as you will need it later.
3. Expand your server name, then expand the Default Web Site option. Right-click NetDoc
and select Properties.
4. In the NetDoc Properties window, ensure that Application Protection is set to Low.
5. Click the Directory Security Tab.
6. In the Anonymous access and authentication control section, click the Edit button.
7. In the Authentication Methods dialog box, make sure Anonymous access and
Integrated Windows authentication are check. Everything else can remain as is.
8. Click OK.
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NetDoc User Guide
9. Click OK again to close the NetDoc Properties window.
10. Close the Internet Information Services window. You are finished configuring IIS
security.
Connecting NetDoc IIS to NetDoc SQL Server
Recommendation: It’s important to disable any pop-up blocker programs. NetDoc may not
function properly with pop-up blockers.
Note: This part of the installation process applies to
2003.
To connect the NetDoc IIS to the NetDoc SQL Server database:
1. Launch Internet Explorer.
2. In the browser address field, type: http://(Server Name)/Netdoc
3. Press Enter or click the Go button in the browser. The NetDoc login website will appear.
4. In the login website, click Select Database.
5. In the NetDoc Data Source window that appears, enter the Server, Database, and User
names (see Add Database User to SQL), and Password. This is the information you
noted earlier when you created the SQL server database and added the database user to
the server.
6. Click Connect. The NetDoc Data Source window will close, and the NetDoc Main Page
will appear, displaying the connected database.
both MS Windows Server 2000 and
Adding NetDoc users
Recommendation: You will need to create a contact before you configure how users log in.
Contacts are users who are able to view the content of NetDoc, and administrators who are able
to add, edit, and delete the information.
Note: This part of the installation process applies to
2003.
To add NetDoc users to view and administer the software:
1. In Internet Explorer, go to the NetDoc Main Page and click Companies under the Setup
menu on the right.
2. In the Company Info page that appears, click the Add button.
3. When the white text box appears, enter the Company Name, Address, City, State, Zip
Code, and Phone Number.
22
both MS Windows Server 2000 and
Installing NetDoc
4. Click the Save button, and then close the text box.
5. Click the Launch Application link on the Main Page.
6. When the cable infrastructure screen appears, select Contacts from the drop-down menu
on top.
7. Click the Add button.
8. Your first user should be the overall administrator of the product, who is responsible for
maintaining access to NetDoc. Enter the information for the contact.
9. Create a User Name and Password.
10. Click the Administrator checkbox.
11. Click Save.
12. You can now use this user login information to access NetDoc. Repeat steps 6-11 for
each user.
There are three permission levels for users:
• Admin – Admin checkbox is checked on the Contact screen: User has full
editing rights anywhere in the application, including editing passwords and
password-change requirements.
• Standard – Read Only checkbox not checked on the Contact screen: User may
view and edit component information in existing infrastructures. The user may
not access any of the Setup functions, User Defined Fields, Custom Fields,
Security Log, or password view/edit functions on the Contact screen.
• Read Only – Read Only checkbox checked on the Contact screen: User can view
all data (except password information on the Contact screen), but has no
copy/add/delete/edit capabilities anywhere in the application.
13. Close Internet Explorer.
Configuring Security for NetDoc Login (optional)
There are three basic options for configuring the way users log into NetDoc:
No login (None)
NetDoc controlled login (Forms)
Windows/NetDoc controlled login (Windows).
Recommendation: For ease of use, Brady suggests using the Forms option for Authorization
Mode and Authentication. This will allow NetDoc to manage the passwords.
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