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The following information displays on the tab:
Log tab
This tab displays all the Sync logs.
The following information displays on the tab:
Column
Description
Log Level
Example levels are: Info, Debug, Error, Warning
User
The user working with fileshare.
Server
Server from which the log was sent.
Created
Date created
Message
Column | Description |
File Share | Shows the name of the file share. The hyperlink brings the user to the fileshare path. |
Stats | The stats column shows the contents count of the fileshare. For example the number of folders and documents in the file share. |
Last SyncSynced | Shows the date and time the file share was last synced. |
Status | Shows the status of the sync of the file share. |
Run Sync Now | Runs the sync immediately manually. |
Add | Adds a new file share configuration. |
Command tab
This tab displays all the jobs running of File Share syncs.
The following information displays on the tab:
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Column
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Description
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Command
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Example commands are scanfolders (scanning the file share), createworkspace or createfolders. These are the jobs that are running.
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Status
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The job status. Queued, In Progress, Success and Failed are options.
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Response Status
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If a job is successfully created a Success response is passed.
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Remaining attempts
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If the job is created with multiple attempts, the number of attempts remaining show.
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Created
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Date job created
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Updated
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Date job last updated (as it processes)
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Response Sent
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The date of the sent response.
ReScan Now | Re scans the fileshare immediately manually. |
Edit | Edits the fileshare |
Delete | Deletes the fileshare |
Create Folder | Creates a folder inside the fileshare. |
To add a New File Share
Click the Add button from the File Shares tab.
Enter the UNC folder path of the File Share in Folder Path. Format: \\ComputerName\Folder. Is required.
Choose an Active Directory Domain in the Default Domain lookup. Is required.
Choose a Default OU for users and groups if necessary. Format is OU=Department
Select the organization format of the File Share.
First level folders are matters (workspaces or projects)
Second level folders are matters (workspaces or projects)
Custom: Allows a custom level of folders to determine the root matter/workspace/project. Select from the selection button.
Set metadata filters up to filter the metadata of the fileshare. Client and matter expressions can be set. Format would be for example by default:
Client: ^\s*([a-zA-Z0-9]+)[^--]+ and
Matter: (?<=-)[^-]+(\s*). These expressions will filter matter and client when the client/matter number is setup as 1000-001 for example.
When the file share sync is ready to begin, select the Sync Enabled button to Yes.
Enter the timeframe for the sync. For example, Sync every 30 minutes.
Select whether or not to sync documents.
Select whether or not to perform personal data detection. Personal data could be any sensitive information for example social security numbers, and the personal data would be scrubbed.
Select whether to sync the Audit. This is important as if the Event Log or Audit is truncated or removed prematurely, delta syncs may not capture the last sync information.
A nickname for the sync can be given.
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Actions
The following actions can be taken on fileshares from the File Share tab:
Edit: Edit the file share configuration.
Delete: Delete the Configuration.
Create Folder: Allows to create a folder within the fileshare from the application.
Sync Now: Runs the File Share sync immediately. Good for one time sync.
Re-Scan Now: Allows Fileshare to rescan the UNC path for folder and document count statistics.
Personal Data Detection: Allows the user to detect and manage personal sensitive data found in the file share.
Import Metadata: Allows the import of metadata to the fileshare using CSV. Read CSV parameters for all metadata
Download Metadata CSV: Downloads the metadata in CSV form from the fileshare. Allows an easy export of all metadata, to be used in CAM.
Command tab
This tab displays all the jobs running of File Share syncs.
The following information displays on the tab:
Column | Description |
Command | Example commands are scanfolders (scanning the file share), createworkspace or createfolders. These are the jobs that are running. |
Status | The job status. Queued, In Progress, Success and Failed are options. |
Response Status | If a job is successfully created a Success response is passed. |
Remaining attempts | If the job is created with multiple attempts, the number of attempts remaining show. |
Created | Date job created |
Updated | Date job last updated (as it processes) |
Response Sent | The date of the sent response. |
Log tab
This tab displays all the Sync logs.
The following information displays on the tab:
Column | Description |
Log Level | Example levels are: Info, Debug, Error, Warning |
User | The user working with fileshare. |
Server | Server from which the log was sent. |
Created | Date created |
Message | Log message including any error stack traces. |
Configuration files
The Connection Strings will be saved to the Prosperoware\CAM\Fileshare\Agent\Config folder. The following connection strings are important:
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