IDOL Site Admin 24.1

# Configure Document Tracking

Use the following procedure to set up document tracking in IDOL Site Admin.

To configure document tracking

1. Set up a PostgreSQL database. Follow the instructions in the IDOL Server Administration Guide to initialize the IDOL document tracking schema.

   NOTE: You cannot initialize the database schema from within IDOL Site Admin; refer to the IDOL Server Administration Guide for more information.

2. Configure each IDOL server to track documents into the PostgreSQL database.
3. Go to the Settings page in IDOL Site Admin, and specify the host, port, database, and logon information for the PostgreSQL database that you set up in Step 1, so that IDOL Site Admin can communicate with the database.

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Version 24.1 | Last updated December 2023

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Product: IDOL Site Admin 24.1

Topic Title: Configure Document Tracking