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Follow the steps in this guide to start sharing and syncing your files through the FileCloud Online service.

Begin by installing the trial version and exploring FileCloud with the sample users and files we provide you with. Then create your own components to see how FileCloud Online works with your specific use case.  When you are ready to go live, we'll remove any test components, but you can keep any that you'd like to use in your live system and continue to build from what you have already created.


1. Register

We host the FileCloud site for you.

CodeLathe creates the site based on the team name you use when registering for trial.

For example: https://<yourteamname>.filecloudonline.com

CodeLathe sends you an email with your trial username and password as well as links to your user and Admin sites.   Log in to both sites with the username and password sent to you.


  2. View and Add User Accounts

User accounts let employees in your company access the FileCloud Online user site so they can share and sync files. When you begin the FileCloud Online trial, two user accounts have been added to the system for you: your user account and the demouser user account.

  1. To view the user accounts, log in to the Admin portal with the user account and password sent to you in your Welcome email, and click Users in the navigation panel.
    The Manage Users screen shows your user account and demouser.

    Your user is an Admin user, which means in addition to logging into the user site, you can log into the Admin site and perform admin functions. Your user account has access to all administrative functions. The user demouser is not an Admin user, and therefore only has access to the user site. 

  2. In order to log in as demouser in the user portal, reset demouser's password in the Admin portal:

    To reset password for user account:

    1. Log on to Administration Portal.
    2. Click on "Users" on left navigation panel.
    3. Locate the user to reset the password using "Filter Users" or from the user list.
    4. Click on "Edit" for the user row under the "Actions" column to launch the User Details window.
    5. Click Reset Password.
    6. Enter the new password in Password and Confirm Password.
    7. Click Save.
    8. To send the new password to the user, click Send Email
      The following dialog box opens:
    9. Choose Send "forgot password" reset message, and click OK.
      The new password is sent to the user.


  3. Add additional user accounts and see what users with different levels of permissions can do. See User Account Types for more information about user permissions.

    To create a FileCloud user with default authentication:

    1. Log on to Admin Portal.
    2. In the left navigation panel, click Users. 
    3. In the top right corner, click the Add User.
    4. Set the required account information.
      Filled in dialog box for new user

      SettingsDescription
      AuthenticationAllows you to select the authentication type for granting access into the system.
      • Default Authentication - creates a local user account. User credentials are stored and authenticated within FileCloud.
      • LDAP or AD Authentication - creates an external user account. User credentials are stored and authenticated from an external LDAP or AD server.
      Access LevelAllows you to select the user typeA user account with Full or Guest access counts as a license.
      User nameName to be used to log into the system.
      By default, User name can only contain numbers, spaces, hyphens, periods, underscores, and letters from the Latin alphabet (A-Z, uppercase and lowercase), and email addresses may not be used as usernames. 
      Display nameName that appears on user interface
      PasswordPassword for the user (Should adhere to password length and strength requirements for your organization)
      EmailAn email id that is unique in the FileCloud system
      Send Email NotificationWhen checked, a welcome email is sent to the new user. Checked by default.
      Beginning with FileCloud 20.1, if you uncheck this, you can send a welcome email with a newly generated password later. See Send Email from User Details.
      Include Password in EmailWhen checked, the new user's password is included in the welcome email. Checked by default.
      Beginning with FileCloud 20.1, if you uncheck this, you can send a welcome email with a newly generated password later. See Send Email from User Details.
    5. Click Create.


    Also see:
    Import a user account from AD or LDAP Service

    Bulk creation of User Accounts from a CSV File

    Managing Groups


  3. Configure Team Folders

Team Folders are an easy way to share files and folders among a team.  To give users or groups access to Team Folders, share the Team Folders with them from the Admin portal.
When you install the FileCloud Online trial, Team Folders are already set up for you and enabled and shared with your user account but not with the demouser account.

To see your Team Folder account:

  1. Log in to the Admin portal, and in the navigation pane click Settings. Then click the Team Folders tab.
    Enable Team Folders is checked, and the Team Folder Account is set up as teamuser for you.


  2. Now, click Team Folders in the navigation panel.
    The four sample Team Folders are listed:
    Manage Team Folders screen
    To create a Team Folder, click Add Folder in the upper-right corner of the screen, and share it with the users you want to have access to it.

  3. Click Manage in the row for any of the Team Folders.
    A Manage Share dialog box opens and shows you which users the Team Folder are shared with and what their access to the folder is. The only user with access to the Team Folders when you begin using the FileCloud trial is your user account. demouser has not been given access to the Team Folders.
    Team Folder share access

    If you log in to the user portal using your user account, you'll see that your account has access to all four team folders.  If you log in as demouser, you'll see that demouser has access to none of the Team Folders.

  4. Give demouser access to one of the Team Folders.
    1. In the Admin Portal, click Team Folders in the navigation pane, and click Manage in the row for a Team folder.
    2. In the Share Permissions box, click Invite Users and add find demouser in the search box.
      You are prompted to send an email, and then demouser is added to the users on the Guest tab.
    3. Click the sliders in the listing for demouser to give the user permissions to the Team Folder.


  5. Log in to the user portal as demouser (or refresh the screen if you are already logged in).
    Now demouser has a Team Folder icon in the navigation panel and access to the Team Folder you have just shared. 


Also see:

Seed and Organize Team Folder Data

Share Team Folder and Set Share Permissions for users and groups

Set Granular Permissions on Team Folders

  4. Configure Security

Security means not only verifying the identify of someone who connects to a network resource, but also setting alerts to know when there are problems and setting permissions on folders shared on the cloud. 

Administrator

To manage security, choose how you want to secure your resources:

 Single sign-on (SSO)

  • FileCloud supports SAML (Security Assertion Markup Language) based web browser Single Sign On (SSO) service.
  • SSO provides full control over the authorization and authentication of hosted user accounts that can access FileCloud Web based interface.


  Two Factor Verification

  • Two Factor Authentication (2FA) refers to the two-step verification process that is available in FileCloud v9.0 and later.
  • This verification is designed to provide an extra layer of security.


View Alerts

  • Allow FileCloud to track all unhandled exceptions, system error messages generated in the FileCloud server.
  • The number of alerts are shown in the Dashboard and the Alerts page
  • The alerts show detailed information about the various errors encountered.


Send Email Alerts

  • You can also set alerts to send notification on specific user actions or system status.


 Manage Folder Level Permissions

  • In many sharing scenarios, you might need to setup folder permissions so that even if a top level folder allows some actions, a specific subfolder does not.

To maintain your FileCloud Online site, see FileCloud Online Administrator Tasks.

  5. Work in the User Portal 

Once you have the site configured, you can log in to the user portal, and get up to speed performing end user actions.

To help you see how file sharing works, your trial installation includes a file shared by demouser with your user account.

To view the file shared with you:

  1. Go to https://[yourcompanyname].filecloudonline.com and log in with the account and username originally sent to you.
  2. In the navigation panel, click Shared with Me.
    In the Shared with Me screen, demouser is listed. Any other users who shared files with you would also be listed.


  3. In the Shared with Me screen, click demouser.
    The file shared with you by demouser, FileCloud-ITAR.pdf, appears.
    If you look in the Details tab of the right panel, you can see that the only permission you have for this shared file is view/download.  


  4. To see how the shared file appears to the user who created the share, log out, and log in as demouser.
  5. Click Shared by Me.
    The file shared by demouser, FileCloud-ITAR.pdf is listed on the screen.

For links to more end user features available to FileCloud Online users, see FileCloud Online User Tasks