Operation tutorial for users - Proself · Web viewOperation tutorial for users 2015/6/19 Contents 1.How to upload a file to Proself.1 1.1.The file for itself is saved at a user folder.2

Operation tutorial　for users

2015/6/19

Contents1. How to upload a file to Proself................................................1

1.1. The file for itself is saved at a user folder.........................................21.2. The file shared between same group member is saved at a Group

folder................................................................................................51.3. The document to All Employees is saved at All Employees Group

Folder...............................................................................................82. A file is downloaded from on Proself......................................11

2.1. The file of an All Employees folder is downloaded to own PC.........112.2. The file of Sales Department folder is downloaded to own PC........132.3. Batch Download.............................................................................15

3. A file is passed to people without account of Proself.(Web Publication).........................................................................17

3.1. A file is passed to an external person.............................................173.2. A file is received by Web Publication..............................................193.3. Close Web Publication....................................................................203.4. A file is received from external person.（Delivery Folder）............223.5. A file is uploaded by Delivery Folder...............................................25

4. User Configuration...............................................................27


1. How to upload a file to Proself.At AA Inc, Proself is used at work.

AA Inc. has three parts, the General Affairs Department, a Sales Department, and the Technical Department.The employee of AA Inc can use three kinds of files.The User folder only for oneself, The department folder which only the member of his post to which he belongs can access, All the employee folders which all employees can access.

For example, when User A which belongs to the Technical Department logs in.　User A File List has 3 Folders.

・User A（User A only）・All Employees（All Employees can access）・Technical Department（Only the employee of the Technical Department can access）

UserA File List

1Copyright © North Grid Corporation 2015


1.1. The file for itself is saved at a user folder.User A saves Flower.jpg at the User Folder only for User A

When it clicks UserA Folder and inside is opened on a file list screen, the file has not been saved one yet.

UserA User FolderIt becomes this screen when you click "Upload" from the left menu.

Upload



"Flower1-003.jpg" is dragged and dropped into a frame. A push on an Upload button will start upload. If upper right "Form" and button which withered are pushed, a place with a file can also be chosen and uploaded.

Upload2It returns to the file list of UserA Folder after completing upload of a file. "Flower1-003.jpg without previously is saved.

Uploaded



Only UserA and an administrator can access the file saved at the UserA folder. If it clicks "Parent Folder" of a file list, it will return to the first screen.

UserA File List



1.2. The file shared between same group member is saved at a Group folder.

In a Technical Department folder, UserA uploads "Project.pptx."

It is in Technical Department folder. "Schedule.xlsx" which other Technical Department menber created is already saved.

Technical Department Group Folder

Please click "Upload" from the left menu.

Upload" Project.pptx " is dragged and dropped into a frame. A push on an Upload button will start upload.



If upper right "Form" and button which withered are pushed, a place with a file can also be chosen and uploaded.

The Technical Department Group Folder after the completion of

upload. Uploaded

Now, two files, "Project.pptx" and "Schedule.xlsx", were saved at the Technical Department folder. The employee of Technical Department can access these two files freely.



1.3. The document to All Employees is saved at All Employees Group Folder.

User C of General Affairs Department creates Document for All Employees. Document is saved at All Employees Group Folder which all the employees can access.

when User C which belongs to the Technical Department logs in.　User C File List has 3 Folders.

・User C User Folder（Only User C）・All Employees（All Employees can access）・General Affairs Department（Only the employee of the General Affairs Department can access）

UserC File List



It clicks All Employees Folder, and it becomes this screen when you click "upload" from the left menu.　"Notifications.docx" is dragged and dropped into a frame. A push on an upload button will start upload.

UploadIf upper right "Form" and button which withered are pushed, a place with a file can also be chosen and uploaded.

"Notifications.docx" was saved at all the employee folders. All employees can access the file of All Employees Folder.



Uploaded



2. A file is downloaded from on Proself.2.1. The file of an All Employees folder is downloaded to own PC."Notifications.docx" of an All Employees folder is downloaded to my documents of its own PC.

User　B All Employees Folder

User B　All Employees Folder

　A click of a file name will display a download dialog.

"Notifications.docx" download dialog.

A file is saved. "Save" is chosen and "my document” are specified as a preservation place.The copy of "Notifications.docx" was saved at my documents of PC of User B. The original file remains in the folder (in this case, All Employees folder) of Proself, unless it deletes on Proself.



01Document



2.2. The file of Sales Department folder is downloaded to own PC."BusinessDocuments.doc" in Sales Department Group Folder is once downloaded to its own PC for edit.

Sales Department Group Folder of User B. The download dialog will be displayed if "BusinessDocuments.doc" is clicked from a file list. Although saved at Sales Department Group Folder, in order to work an edit addition, the copy of a file is once saved at its own PC.

User B Sales Department Folder



”BusinessDocuments.doc”download dialog.

A file is saved. "Save" is chosen and "my document” are specified as a preservation place.

It uploads again after edit. Please refer to " How to upload a file to Proself" chapter to upload. A file will be overwritten if a check is put into the column of "Replace file in cace same name."



2.3. Batch Download

There is a "Data" folder in User Folder of User B, and some files have uploaded in it.

UserB Data Folder

There is a method of "Batch Download" to download the whole "Data" folder.

User B. User Folder



Put a check into the "Data" folder and click "Batch Download." Since a download dialog comes out, please choose Save.

It is saved by the name of "Data.zip."

Data Zip File



3. A file is passed to people without account of Proself.(Web Publication)

3.1. A file is passed to an external person."Schedule.xlsx" of Technical Department is passed to business contacts.

In AA.Inc, Proself is used for fellow employees' data sharing. The external person doesn't have account of Proself.Proself has a function of "Web Publication." This function can also pass an external person a file.

In Technical Department Group Folder, the two files "Project.pptx" and "Schedule.xlsx" are contained. "Schedule.xlsx" is passed to an external person.

Technical Department　Group FolderPut a check into the column of "Schedule.xlsx" of a file list, and click Web Publication from the left menu. If it forgets to put in a check, the error screen will be displayed. In that case, please return to a front screen and put in a check.



The term of Web Publication and a password can be set up on this screen. In not setting up, it is opened to the public until a user sets up "Close Web Publication." A password input is not called for even if it accesses.

Web Publication

It Web Publication, if the "Cleate" button is pushed. Those who hand this file (it doesn't have a user account) are told about Web Publication Address and Password (when having set up).

Web Publication List



3.2. A file is received by Web Publication.

If people without account of Proself open directed Web Publication Address by a browser, it will become a password entry screen. (When the setting person of Web Publication has set up the password)

LoginPlease push a login button after entering a password. It changes to Web Publication.

Web Publication seen from the partnerA click of a file name will display a download dialog.



3.3. Close Web Publication Web Publication of the file which it finished passing to an external person is Closed.

The "Web Publication" icon is displayed on Attribute of "Schedule.xlsx" of Technical Department File List.

Technical Department File List

Click the tab of Web Publication List and it can Close Web Publication by pushing the right end "Close" button.

Web Publication ListAfter pushing the Close button, it changes to the confirmation screen of Close WebPublicartion. Please check a file name etc., and if infallible, push "Suspend."



Close Web Publication

The Web Publication icon disappeared from Attribute of File List.

Web Publication List



3.4. A file is received from external person.（Delivery Folder）The file which people without the user account of Proself created is received.

User C of General Affairs Department creates the folder for receiving "Report.txt" which business contacts created.

Create Folder

Create Delivery Folder in General Affairs Department Folder, put a check into the folder, and click "Delivery Folder" of the left menu.

User C　File List



Even if it clicks "Delivery Folder", it becomes an error without choosing a folder.

Delivery Folder　Error

On this screen, the number of times of upload of a file, Expiry Date, and a password can be set up.

Delivery FolderA push on a creation button will create Delivery Folder. Business contacts are told about Address of Delivery Folder.



File List

If the check is put into "Send E-mail After" by Delivery Folder setup, after carrying out Delivery Folder specification, it will move to a mail send screen.

Send Mail

When the necessity for Delivery Folder is lost, Delivery Folder can be stopped from Web Publication List like Close Web Publication.



3.5. A file is uploaded by Delivery Folder.

If people without account of Proself open directed Delivery Folder Address by a browser, it will become a password entry screen. (When the setting person of Delivery Folder has set up the password)

Login

Please push a login button after entering a password. It changes to Web Delivery Folder.

Delivery Folder seen from the partner

Click upload of the left menu. It becomes a file selection screen. Please specify a file and push "upload."

Upload



If the file specified as the list in Delivery Folder is displayed, it is the completion of upload.

Uploaded



4. User Configuration

User ConfigurationChange Password　　Change of a login password.There is a possibility that Password Length and Password Expiry Date are set up by the administrator. Moreover, the password of six or more characters which contains at least three kinds of characters in the following four kinds may be required.

1. Capital Letter A, B, C, ・・・Z 2. Small Letter a, b, c, ・・・z 3. Number 0, 1, 2, ・・・9 4. Special Character　　 ! # $ % ( ) = + * ? _ { }　; :　[ ]Cautions　： <　>’”& 　cannot be used.

Mail Address　　Its mail address is set up.This function is required when using e-mail. Conversely, if e-mail is not used, you don't need to set up.

Language　　Language can be changed. (Japanese and English)
