- 1 Introduction
- 2 Supported Storage Providers
- 3 Configuring a Storage Provider
- 4 Where are they used
- 5 Troubleshooting
- 6 Common knows issues & Limitations
A storage provider is the “gateway” that WorkBook uses to write files to either a local file system or a remote file system/service.
This system allows WorkBook to be very flexible regarding where your files are stored. SaaS Service comes with 5TB of document storage within the Microsoft Azure Cloud included, accessible from your WorkBook system.
When you save a file in WorkBook, it uses the storage provider specified in your WorkBook settings. The file is saved directly to the storage provider so the user (and other users) will be able to access the file right away.
WorkBook does the same when reading files or seeing what’s in a directory – it displays the actual live content, no cached views, and no missing files.
Another advantage is that we “shield” your storage area. Only the WorkBook Server needs access to the destination. This allows users on the move to access files located on your local file system without compromising security.
Supported Storage Providers
Provides access to your local file system or a file share.
This requires your WorkBook system to be on the same network or host as your file share.
Provider for Windows Azure Blob Storage
Provides access to a server supporting WebDAV for file access.
Provides access to the documents stored on your Office 365 SharePoint Sites that are also accessible using the OneDrive for Business client.
Provides access to the files on your private or your corporate Google Drive. This option is supported, but is not recommended.
To find out which server settings you should use, we recommend you take a look at this for help: Which email setting should I use?
Configuring a Storage Provider
All storage providers work in different ways and have different requirements. All this information can be found in the articles about the specific storage providers.
How to find your way to the setup within your WorkBook: Settings → Folders, reports and documents → Storage & folders → Storage provider
Where are they used
All of these points must be configured when installing a new system or moving an installation
Most of these functions will display an error to the end-user if not configured.
- Resource folders (Folders for clients, companies, employees etc)
- Job folders (Folders directly connected to individual jobs)
- Voucher files (Creditor invoices, personal expenses)
- Internal System Storage
Test Storage Provider
- Navigate to the Storage & folder setup
- Click on the active Storage Provider
- Click the little test button in the toolbar
A new window will open where you should:
- Write the name of a test directory (“test” will do just fine)
- Click the test button
You should now see a tick/”V” all the way down. If this does not happen, please review the setup again.
Unable to delete file and folders
Check System Variable: 41 (DocHandlingBackup), it is often miss configured and needs to be provided with a valid directory path.
Case sensitive storage system
WorkBook does not work correctly with case-sensitive file systems. WorkBook always expects that there can only be one folder name “Folder” or “folder” not both.
This is similar to what Windows expects of local drives and folders.