Getting Started with Shinydocs Pro

Welcome, we are so happy you’re here.

The information your business relies on is already here. Across files, folders, and repositories. Shinydocs Pro brings it all into focus. In a few simple steps, you’ll see your content in a whole new light.

Hit those milestones.

These milestones lead to something bigger: a clear, connected view of your organization’s knowledge. When you complete them, every file, folder, and repository becomes part of one searchable story across your organization.

1. Prepare your environment
   Start by setting up your server with the right configuration. This ensures a strong foundation for your crawl and analytics to run smoothly. Shinydocs Pro Pre-Installation Checklist
   
   Shinydocs Pro uses Windows service accounts for many operations, now would be a good time to check this article for making Windows service accounts How to configure the Windows Service Account for use with Shinydocs Pro
   

2. Install Shinydocs Pro
   Next, install Shinydocs Pro. The installation process is quick and sets the stage for everything that follows. Shinydocs Pro Installation Guide
   Don’t forget to activate your license How To Update Your Shinydocs Pro License
   

3. Connect your content
   With Shinydocs Pro ready, configure permissions for your content repositories. This allows Shinydocs Pro to safely read and analyze your data while respecting your existing access controls. 🛠️Configure Content Sources
   

4. Start small
   Begin with a smaller or test data set. This gives your team early insights and hands-on experience without committing to your full data landscape just yet. Best Practices for Starting a Crawl in Shinydocs Pro
   

5. Review and refine
   Take a moment to explore your first results. This is where discovery begins. Seeing your content organized, enriched, and searchable in new ways. Now is the perfect time to review the Overview and Catalog to review the findings from the analysis.
   
   Getting to Know Overview
   Getting to Know Content Catalog & Creating Reports in Shinydocs Pro
   

6. Bring it to your team
   Configure internal access to make Shinydocs Search available to your organization. It’s your new window into everything your company knows. Setting up Shinydocs Control Center for Internal Access
   

7. Expand your scope
   When you’re ready, start crawling your larger data sets. You’ll begin to see the bigger picture of your information ecosystem. How-To: Adding Multiple Paths/Sites/Libraries to Shinydocs Pro Quickly

Ready, Set, Drive your business case.

Good job! With the above milestones complete, your organization has the best foundation for a unified search experience and content understanding. Use your insights to tell a story that matters. Better compliance, faster access, smarter decisions. Shinydocs will work with you on your business needs, goals, and future milestones.

Looking for more? Check out these helpful articles