- 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 on where your files are stored.
When you save a file in WorkBook, it uses the storage provider specified in your WorkBook. 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 whats in a directory – it displays the actual live content, no cached views and no missing files.
Another advantage is you 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 to be on the same network or host as your file share
Provides access to a server supporting WebDAV for file access
This includes – but it not limited to: Windows Server (IIS), OSX (Apache)
Provides access to the documents stored on your Office 365 SharePoint Sites that are also accessible using the OneDrive for Business client
From Version 8.8 Citrix ShareFile is supported as well
Provider for Windows Azure Blob Storage
Provides access to the files on your private or your corporate Google Drive. This option is supported by WorkBook, but we do not recommend it
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 (use the Silverlight version): Settings → Folders, reports and documents → Storage & folder setup → 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
In the Silverlight version you can test the Storage Provider.
- Navigate to the Storage & folder setup
- Click on the active Storage Provider
- Click the little test button in the toolbar
A new windows 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.
On versions of WorkBook prior to 8.3.6 you have to recycle the Application Pool for configuration changes to be applied.
Unable to delete file and folders
Check System Variable: 41 (DocHandlingBackup), it is often miss configured and need 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.