Quick Start Guide

In this document you will learn basic OpenKM usage. For a more detailed information, please read the User Guide.

Required software

OpenKM is a web application and need a web browser to use it, but also need some software installed in the client to obtain a best user experience.

• Flash Browser Plugin: This is needed to view document previsualizations.
• Java Browser Plugin: Required for several OpenKM features like: Simple Scanner, Massive Uploader and Live Edit.

Creating new users

Once your OpenKM installation is completed and administrator user is provided. If you log into OpenKM with this administrator user you will see a tab called Administration which have several configuration options. Be careful

Learn more about users Administring users.

User profiles

With user profiles you can configure what elements and features present in OpenKM should be enabled or not. By default there is only one profile (Administration > Profiles) called Default which is assigned to every OpenKM user. You can create several profiles and only enable the needed menus and buttons to every one so users with lower skills may have less options. After the profile is created you can assign it to users (Administration > Users).

Learn more about user profiles at Profiles and Administring users.

Extension management

By default none of the Professional Extensions are enabled unless you requested them. Some of these extensions may have special requirements (for example AutoCAD extension). Once the extensions have been installed they are enabled in the user profile.