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Content Management

Adding a Cloud Account

If you allow users to access a public cloud, FileFlex will track all in-app activity to that cloud provider to provide an audit trail. FileFlex currently supports access to Amazon S3, Microsoft Azure, Dropbox, Google Drive, OneDrive and Box.

  1. You must enable your own servers and FileFlex server to access the cloud provider that you want to add. You will want to limit server access to be only through FileFlex if you want an audit trail.
  2. You must allow the individual user permission to add their own content providers. See Understanding Permissions.
  3. Within the FileFlex client, your user must add the cloud provider. This is outlined below.

Connecting to Google Drive

If you have enabled permission to do so, users can also add their Google Drive storage to their FileFlex account. Before a user can add Google Drive as a content provider, you must give permission to that user to add their own content providers and you must have enabled Google Drive on your server installation. See Understanding Permissions. If you have given permission, use the following steps to connect to a Google Drive account.

  1. Select the menu icon in the Global Application bar.
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the Google Drive icon.
    Note: If the user does not already have a Google Drive account, they will need to create one first.
  5. Sign in to Google by entering the email and password of the user’s account.
  6. Give FileFlex permission to view and manage documents in your Google Drive by selecting Accept.

Connecting to Dropbox

  1. Select the menu icon in the Global Application bar.
    Note: If the user does not already have a Dropbox account, they will need to create one first
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the Dropbox icon.
  5. Sign in to Dropbox by entering the email and password of the user’s account.
  6. Give FileFlex permission to view and manage documents in your Dropbox account by selecting Allow.

Connecting to OneDrive

  1. Select the menu icon in the Global Application bar.
    Note: If the user does not already have a OneDrive account, they will need to create one first.
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the OneDrive icon.
  5. 4. Log in to OneDrive entering the email and password of the user’s account.

Connecting to Box

  1. Select the menu icon in the Global Application bar.
    Note: If the users does not already have a Box account, they will need to create one first.
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the Box icon.
  5. Log in to Box by entering the email and password of the account.
  6. Give FileFlex permission to view and manage documents in your Box account by selecting Grant access to Box.

Connecting to Amazon S3 Storage

  1. Select the menu icon in the Global Application bar.
    Note: The user must already have an Amazon S3 storage account.
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the Amazon S3 icon.
  5. Log in to Amazon S3 by entering the user’s normal account login credentials.

Connecting to Microsoft Azure Storage

  1. Select the menu icon in the Global Application bar.
    Note: The user must already have a Microsoft Azure storage account.
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the Azure icon.
  5. Log in to Microsoft Azure by entering the user’s normal account login credentials.

Connecting to an FTP

If you have enabled permission to do so, users can also add their FTP storage to their FileFlex account. Before a user can add FTP storage as a content provider, you must give permission to that user to add their own content providers. See Understanding Permissions. If you have given permission, use the following steps to connect to FTP storage.

  1. Select the menu icon in the Global Application bar.
  2. In the dropdown, select Add Content Source.
  3. Select Add Content Source

  4. Select the type of FTP you are accessing - FTP, FTPS or SFTP.
  5. Login to your FTP by entering the url of your host server, port, username and password (if required).
    Note: Most FTP default to port 21. Username and passwords may not be required.