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 Once FileCloud is installed successfully and started, to allow FileCloud users to log in and start sharing files internally and externally, you must:

  1. Create User Accounts - to access the FileCloud Site and upload files to share, your users must have a FileCloud account
  2. Configure Storage - once the users log on, they will need a place to store their files for sharing
  3. Get Users Access - you can provide a way for users to access FileCloud using a web browser to access the User Portal, or through clients or mobile apps


(lightbulb) In the following section, to display more information, click on a step.

 1. Create User Accounts

Use the following table to understand what you need to do to allow users to access your FileCloud site.

To read more about a topic, click on the blue text.

Level of Priority

User Access Settings

Required

Create FileCloud Users

Check User Access Level

Create User Policies

Create Groups

Manage User Storage Quotas

Recommended

Manage User Authentication

  • Configure Single Sign On
  • Use LDAP Based Authentication

Configure Microsoft Office Integration Options

Configure Online Web Editing

  • Installing Office Online Server
  • Collabora Code

Set Up Document Preview

  • Windows
  • Ubuntu Linux
  • CentOS Linux
  • FileCloud Document Converter
  • Enabling Document Thumbs
Provides a Better Experience

Manage Document Settings

  • Natural Sort Order Listing
  • PDF Merge
  • Document Previews
  • Manage File Change Notifications
  • Restricting File Extensions

Set Up Content Search

  • Install Content Search
  • Run SOLR as a service
  • Index Managed Storage
  • Configure Content Search for Network Storage
 2. Configure Storage

Use the following table to understand what you need to do to configure a place for users to share their files.

To read more about a topic, click on the blue text.

Level of Priority

Storage Settings

RequiredSet Up Managed Storage (My Files)
  • S3 Storage
  • Manage Encryption
  • Clearing Deleted Files and Partial Uploads Automatically

If not using, disable managed storage

Recommended

Set Up Network Folders

  • Manage NTFS permissions
  • Index Network Folders for Search
  • Realtime Syncing
  • Configure AWS S3 Bucket-Based Folders

Enable Directory Scraping

Use the FileCloud Helper Service

Best Practices for Organizing Your Folders

Provides a Better Experience

Configure Team Folders

  • Create the Account
  • Recover Deleted Files
  • Seed and Organize the Team Folder Data
  • Set Optional Granular Permissions
  • View and Restore Previous
  • Team Folder Policies
 3. Get Users Access to the Site

Once an enterprise installs FileCloud,  the FileCloud administrator will provide you with an account so you can use the FileCloud Server site.

Upon receiving your account details, you can access FileCloud in the following ways:

(lightbulb)  To read more about a topic, click on it.

 Web Browser

Use any modern browser from your computer.

  • Google Chrome 
  • Mozilla Firefox
  • Apple Safari 
  • Microsoft Internet Explorer

  Log into the User Portal 

  Install the Chrome Browser Extension so you can save to FileCloud

  Install the Gmail Extension


 Desktop clients

Don't want to use the browser? No problem!

Use a desktop client for Windows, Mac, or Linux OS.

  FileCloud Drive

  FileCloud Sync

  FileCloud MacDrive

  Use a WebDAV client

  What's the difference between FileCloud Drive and FileCloud Sync?

 Mobile Apps

Access your data on the go!

  Apple iOS app 

  Android App


 Inside a Microsoft Application

Working on a Microsoft document and don't want to leave?

Install the Microsoft Outlook Add-In

Install DocIQ - This is an office integration add-in for FileCloud Sync and FileCloud Drive clients. It supports automatic file-lock management, collaboration through comments, share management and version visibility for: 

    • Word 
    • Excel 
    • PowerPoint



Administrators can read more about Site Setup Tasks

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