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Get the UNC path.
Install the Agent service for Fileshare.
Configure the FileShare application to connect to the UNC path and sync.
Open Database Tab first
Then CAM Login tab
Then Active Directory tab
Then FileShare tab
Create Folders through Folder Template Editor or through the FileShare.
Create Workspaces using the Workspace Wizard.
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Download the installer from Administration->Downloads-> Fileshare within CAM.
Run the installer on the machine with access to the fileshare.
The installer will install the FileShare Application and the CAM FS windows service.
The program is installed in the x86 program files folder by default.
Configuration
Start the Application CAM.FileShare.UI.exe from the Prosperoware\CAM\Fileshare\Agent\ folder. It is not necessary to run as an administrator.
On run, the user interface will show 7 tabs: FileShares, CAM Login, Database, Active Directory, Agent, Command and Log.
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Database tab
On first run, this tab should be opened first. This tab displays any file shares configured in the application. Multiple fileshares can be setupsets the database connection string.
The following information displays on the tab:
Column | Description |
File Share
SQL Server Name | The name of |
Stats
The stats column shows the contents of the fileshare. For example the number of folders and documents in the file share.
Last Sync
Shows the date and time the file share was last synced.
Status
Shows the status of the sync of the file share.
Run Sync
Runs the sync immediately.
Add
Adds a new file share configuration.
CAM Login tab
the SQL server hosting the billing database. | |||
Database | The name of the database that you created on the SQL server to be used by FileShare to upload the data from the fileshare to the staging DB to CAM.
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Authentication | Choose the type of authentication to be used to connect to the data source database. Options include Windows authentication using the Windows credentials and SQL authentication using specific database-only credentials. | ||
Username | Enter the username of the database. (SQL authentication only) | ||
Password | Enter the password for the username of the database. (SQL authentication only) |
Click Test to test the authentication to the SQL Database.
Click Save to save the database information. A message says Database Configuration Saved Successfully if all is well. An error appears if one of the items is incorrect or wrong.
Troubleshooting Common Database Errors:
Invalid username or password. Recheck the username and password for SQL authentication and ensure it has access to connect to the SQL server and database.
Database not present. Make sure you’ve created the blank database. Check the user account has access to it.
SQL Server is inaccessible. Ensure SQL can be reached from the server (may require opening the SQL port). Check any DNS redirection.
CAM Login tab
Next, proceed to the CAM Login tab. This tab sets the CAM login credentials to connect to CAM.
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Column | Description |
Domain | Enter the domain name that contains the data to be synced to cloud. E.g. sitename.tenantname.io. Leave off the https:// and the ending / |
Enter your domain email ID. E.g. myemail@company.com | |
Password | Enter password for the email specified above that is used to log into CAM. |
The database schema and stored procedures will then create automatically into the database you selected.
Active Directory tab
Active Directory should be setup next so that users and groups can be synched. The domain is needed for the fileshare tab. At least one active directory is required.
This tab displays all the active directories connected. One Active Directory is required.
The following information displays on the tab:
Column | Description |
Domain | Shows the name of the file share. The hyperlink brings the user to the fileshare path. Example: DC=FirmName, DC=COM |
Username | The stats column shows the contents of the fileshare. For example the number of folders and documents in the file share. |
Users Path | Shows the date and time the file share was last synced. Example: CN=Users |
Active | Shows the status of the sync of the file share. Is a Yes/No radio button selection. |
Authentication | Trusted login or Enter Windows credential manually. |
Username/Password | For Enter Windows Credential option only. |
Actions include:
Edit | Edit the active directory configuration. |
Delete | Delete the active directory configuration. |
Add | Add a new active directory configuration. |
File Shares tab
Then it is time to add the fileshares by going to the FileShares tab. This tab displays any file shares configured in the application. Multiple fileshares can be setup.
The following information displays on the tab:
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 of the fileshare. For example the number of folders and documents in the file share. |
Last Sync | Shows the date and time the file share was last synced. |
Status | Shows the status of the sync of the file share. |
Run Sync | Runs the sync immediately. |
Add | Adds a new file share configuration. |
Command tab
This tab displays all the jobs running of File Share syncs.
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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. |
Database tab
This tab sets the database connection string.
The following information displays on the tab:
Column
Description
SQL Server Name
The name of the SQL server hosting the billing database.
Connected System
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Database
The name of the database that you created on the SQL server to be used by Data Uploader.
Authentication
Choose the type of authentication to be used to connect to the data source database. Options include Windows authentication using the Windows credentials and SQL authentication using specific database-only credentials.
Username
Enter the username of the database. (SQL authentication only)
Password
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 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.
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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