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Content Central setup

From install to your first search.

Content Central runs in the cloud or on your own servers. This guide covers installing it on your own servers. We set it up with you and you go live in 30 days. Here is what happens, step by step.

01Before you start

Six things to have ready.

Your IT team usually has all of these already. We check each one with you before install day.

  • A Windows server

    Content Central runs on Windows Server with IIS. We confirm the sizing for your document volume with you.

  • Microsoft SQL Server

    Holds the index, fields, workflow state and audit trail. Your documents stay on storage you choose.

  • A place for the files

    A local disk or a network share the Content Central services can read and write.

  • A service account

    A dedicated domain account for the Content Central services, rather than Local System.

  • A certificate for HTTPS

    So people reach Content Central over an encrypted connection inside your network or from outside.

  • Your user directory

    Active Directory or a SAML identity provider, so people sign in with the accounts they already have.

02Setup

Six steps, in order.

  1. 01

    Install

    The installer sets up the web application, the background Windows services and the database.

    • Run it as an administrator on the server
    • Point it at your SQL Server and your file storage
    • Enter your license and open Content Central in a browser
  2. 02

    System settings

    Set the basics once, in the administration screens.

    • Email server, so workflow and system messages reach people
    • Company name and theme
    • Where documents are stored
  3. 03

    Users, groups and permissions

    Bring people in and decide who sees what.

    • Connect Active Directory or SAML sign-in
    • Turn on multi-factor authentication
    • Give each group access to the catalogs and document types it needs
  4. 04

    Catalogs and document types

    Organize documents so the right fields, rules and retention follow them.

    • One catalog per area, like Accounts Payable or HR
    • Document types with the fields people search by
    • Retention by document type
  5. 05

    Capture

    Decide how documents arrive, so nobody has to file them by hand.

    • Scanners and CapturePoint 6, with local AI that splits, sorts, reads and names each document
    • Email and watched folders
    • Drag and drop in the browser
  6. 06

    Workflow

    Build the rules that route and approve documents on their own.

    • A trigger, like a new document or a schedule
    • The actions that follow: route, approve, notify, export
    • Test with real documents before you switch it on

Workflow

Triggers, actions and rules.

Every workflow is a trigger and the actions that follow. Start with one approval, run real documents through it, then add the next.

03After go-live

Make it the one place for every document.

Bring in your existing files

Move the shared drives and file cabinets in, with the fields people search by, so the old files are as easy to find as the new ones.

Connect your systems

QuickBooks, Sage 50 and X3, Workday, Epicor, Dynamics CRM and Nucleus One, plus a REST API for everything else.

Train your team

Free guides for administrators and everyday users, and short videos for each task.

Need a hand?

The full manuals and our team are here.

The Content Central manuals live at help.ademero.com. Questions go to support@ademero.com or (863) 937-0272, Monday to Friday, 8 AM to 8 PM Eastern.

Free live demo

Planning a Content Central rollout? Let us show you.

Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.

  • A live tour of the products that fit your work
  • Your own documents, set up and shown working
  • Your workflow and process, mapped with you
  • Straight answers from people who build it
Engraved illustration: file boxes, a document scanner and a PC at a desk