TrueShare - Upload Files | Online Storage | Online Backup | File

TrueShare INTERNET FILE SYSTEM

User’s Guide

Version 4.9

User’s Guide

Version 4.9

1/25/2008 1


I. Introduction .............................................................................. 2 II. My TrueShare .......................................................................... 3

1. Files ....................................................................................................................... 3 1.1 Upload Files ..................................................................................................... 4 1.2 Download Files ................................................................................................ 5 1.3 Move Files........................................................................................................ 6 1.4 Delete Files ...................................................................................................... 7 1.5 Rename File..................................................................................................... 7 2. Folders................................................................................................................... 8 2.1 Add a Folder .................................................................................................... 8 2.2 Edit a Folder..................................................................................................... 9 2.3 Move a Folder ................................................................................................ 10 2.4 Delete a Folder .............................................................................................. 11 3. Search ................................................................................................................. 11 4. Notify.................................................................................................................... 13 4.1 Creating a Notification.................................................................................... 13 5. Transactions ........................................................................................................ 15 6. User Profile .......................................................................................................... 16 7. Account Settings .................................................................................................. 16 7.1 Billing Information .......................................................................................... 16 7.2 Customization ................................................................................................ 17 7.3 Site Integrations ............................................................................................. 18 7.4 Confidentiality Statement Option.................................................................... 19 7.5 Client Statistics .............................................................................................. 19

III. Group Manager..................................................................... 20 1. User Groups......................................................................................................... 20 1.1 Add User Groups ........................................................................................... 20 1.2 Edit User Groups ........................................................................................... 21 1.3 Delete User Groups ....................................................................................... 22 2. Work Groups........................................................................................................ 23 2.1 Add Work Groups .......................................................................................... 23 2.2 Edit Work Groups........................................................................................... 24 2.3 Delete Work Groups ...................................................................................... 24

IV. User Manager ......................................................................................25 1. User Accounts...................................................................................................... 25 1.1 Add New Users .............................................................................................. 25 1.2 Edit Users ...................................................................................................... 26 1.3 Delete Users .................................................................................................. 27 2. User Templates.................................................................................................... 28 2.1 Add User Templates ...................................................................................... 28 2.2 Edit User Templates ...................................................................................... 29 2.3 Delete User Templates .................................................................................. 30

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I. Introduction

TrueShare is a simple to use, easy to understand internet file system that allows you to store files, share files, keep off-site file backups, and remotely access files - all from a web browser. TrueShare consists of 3 primary sections:

• My TrueShare o Files - Upload, download, manage and share files o Folders - Add, Edit, Move, & Delete folders o Search - Search for files within your account o Notify - Communicate to other users within your account o Transactions - View file transaction history for your account o User Profile - Edit your profile o Account Settings - Configure and manage your account

• Group Manager o User Groups - Manage groups of users as one o Work Groups - Allow teams to work independently

• User Manager o User Accounts - Maintain user accounts o User Templates - Maintain user templates for account setup.

Initial screen after successful log in.

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II. My TrueShare

This section contains seven different selections. They are Files, Folders, Search, Notify, Transactions, User Profile, and Account Settings. Files are the main area of TrueShare. It is where all users will go to access their files. The folders section is where you can add, edit, move, or delete any folders. The Search section allows users to search for a file. The Notify section allows you to send an e-mail to notify other user(s) of any changes that have been made to a folder. The Transactions section allows users to search and view the transaction history within TrueShare. User Profile will allow you to manage your own account. Finally, the Account Settings section, which is where customers can set up their specific billing information and customize TrueShare. Not all users will have access to each of these sections.

1. Files The first screen you will see after you log in to your TrueShare account will be the Files screen – this is the main screen in TrueShare where you interact with your files. The My Files screen is divided into three sections: Folders, Upload Files, and Download Files.

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The Folders section is a tree view of all folders the current user has access to. Click on a folder to see its files and sub-folders. Also displayed in the Folders list are any Work Groups that the user account is a member of. Click on the Work Group menu to see the Shared folders and Work Group folders that belong to the selected Work Group. The files are displayed in the Download Files section (more on this below)

1.1 Upload Files

fter you select the

st

he Remove button, to remove

elect the Upload button to upload the files into the selected folder.

Once you upload the files they will appear in the folder you selected.

From the My TrueShare menu, select the first option Files. Under the Upload Files heading, select the Add button.

Afiles to add they will appear in the small upload window. To remove files fromthe Upload Files Lihighlight the file(s) you want to remove and select tmultiple files you can use the Remove All option. S

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1.2 Download Files From the My TrueShare menu, select the first option Files. Under the Download Files heading you will see all the files that are in a selected folder.

Put a checkmark in the SELECT column for the file(s) you want to download. ** The SELECT ALL option will automatically select all the files in a folder when you select it. Unselecting SELECT ALL will unselect all the files. Select the download button Choose either OPEN or SAVE. If you choose save you will have to pick the destination for the file(s).

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1.3 Move Files From the My TrueShare menu, select the first option Files. Place a check mark in the SELECT column next to the file(s) you wish to move.

Select the Copy/Move button. A new window will appear with a list of the folders.

Select the folder where you want to copy/move the file(s) to. Select either the Copy or the Move option then press the Copy button to move the file(s), press Cancel if you no longer want to copy or move the file(s).

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1.4 Delete Files From the My TrueShare menu, select the first option Files. Place a check mark in the SELECT column next to the file(s) you wish to delete.

Select the delete button. You will get a confirmation message.

Select OK if you are sure you want to delete the file(s), press Cancel to return to the previous page.

1.5 Rename File From the My TrueShare menu, select the first option Files. Find the file you want to rename

Click the File Action Menu button. Select the Rename option.

In the window that appears, enter in the new file name. Click OK to save your changes or Cancel to return to the previous page.

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2. Folders

2.1 Add a Folder From the My TrueShare menu, select the second option Folders. Select the ADD FOLDER tab.

Fill in the necessary information and give the folder a unique name. You can assign permissions by using the Assign Permissions dropdown. Select the ADD FOLDER button after you have filled out all necessary information. **If this folder IS NOT a sub-folder select the BASE LEVEL checkbox.

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2.2 Edit a Folder

From the My TrueShare menu, select the second option Folders. Select the folder you want to edit from the tree view.

Select the EDIT FOLDER tab. You will see the Current Folder name and the folder description. You will also see who the assigned users are.

Edit the information you want to change and then select the SAVE CHANGES button.

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2.3 Move a Folder

From the My TrueShare menu, select the second option Folders.

Select the MOVE FOLDER tab. You should see a smaller tree view of all the folders and a heading that says “Move Folder:”

Select the folder that you want to move from the tree view on the left side of the screen.

Select the radio button next to the folder where you want to move the folder to. Select the MOVE FOLDER button. You will see the folder in its new location.

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2.4 Delete a Folder

From the My TrueShare menu, select the second option Folders. Select the folder you want to delete from the tree view.

Select the DELETE FOLDER tab. You should see the selected folder’s name by the current folder heading.

Select the DELETE FOLDER button. A confirmation message will appear.

Select OK if you are sure you want to delete the folder Select Cancel to return to the previous page

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3. Search

From the My TrueShare menu, select the third option Search. The default is to search ALL FOLDERS or you can select a specific folder and then check the INCLUDE SUBFOLDERS checkbox and it will search that specific folder and all its subfolders.

From the dropdown next to Filename choose your search option. The options are: Begins With, Ends With, Contains, and Is Exactly.

In the search field, enter your search criteria.

Select the SEARCH button. The search results will be displayed at the bottom part of the page.

If the search yields no results it will say No Files Found.

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4. Notify 4.1 Creating a Notification

From the My TrueShare menu, select the fourth option Notify The default will have all the folders selected and will display all the available users in the Available Users box. However, you can select All Users and you will see all users in the Available Users box.

Select the user you want to send the e-mail to by highlighting the user and then

selecting the single right arrow button. To send an e-mail to everyone associated

with that folder, select the triple right arrow button.

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The list of users you are sending your e-mail to will appear in the Mail To: box.

Enter your Subject in the subject line and type your message in the Message area. Select the SEND message button.

A confirmation message will appear. After the message is sent the subject line and message will disappear, however; the Available User and the Mail To list will still be displayed.

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5. Transactions From the My TrueShare menu, select the fifth option Transactions. There are five main types of searching options: Date, File Name, User(s), Folder(s), Transaction Type(s), and User Group(s). Place check marks in the check boxes of the options you want to use to search. You can select multiple options.

If you put a check mark next to the User(s), Folders(s), Transaction Type(s), and User Groups(s) headings then you will also need to narrow the field down by highlighting the specific option(s) within each area. Once you have selected your option (s). Select the VIEW TRANSACTIONS button.

The results will be displayed after your search is complete

Select the Modify Search button if your search didn’t yield the result you were looking for. If there are no results that match your search a message stating “No Transactions Found” will be displayed.

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6. User Profile From the My TrueShare menu, select the sixth option User Profile. The Edit User screen will appear. You may edit the Last and First name as well as user name, e-mail, password, and Company Name.

Once you make your changes select the SAVE button.

7. Account Settings

7.1 Billing Information From the My TrueShare menu, then select the seventh option Account Settings tab. Then select the Billing Information tab. Edit the billing information for the account.

Make any changes and then select the SAVE button.

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7.2 Customization From the My TrueShare menu, select the seventh option Account Settings. Then select the Customization tab. You can create a custom color scheme, including headers, tabs, buttons, and the menu.

You can also create your own custom header from the Private Label tab. You can choose an image or HTML/Text.

Once you make any changes select the Save button to save your changes.

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7.3 Site Integrations

From the My TrueShare menu, select the seventh option Account Settings. Then select the Site Integration tab.

From here you can specify an alternate URL to redirect your users to when they log out of TrueShare. The Code Snippet section will produce a block of code that can be included in your website to create an integrated solution where your users come to your site to access files via your TrueShare account.

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7.4 Confidentiality Statement Option

From the My TrueShare menu, select the seventh option Account Settings. Then select the Confidentiality Statement tab.

Type out your confidentiality statement

Select SAVE once you are done. A link to the confidentiality statement will appear on the main page.

7.5 Client Statistics From the My TrueShare menu, select the seventh option Account Settings. Then select the Client Statistics tab.

This tab displays the statistics related to your account.

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III. Group Manager

This section covers User Group and Work Group setup. User groups and work groups help manage multiple users who can all access the same folders and files. You can manage all the user accounts through the user group. Users can be added to existing User Groups when you add or edit a user. Users can be added to a new User Group at the time of the group’s creation. User Groups or Users are added to Work Groups when adding a new Work Group or editing an existing Work Group.

1. User Groups

User Groups represent a collection of Users that are managed as a single user account. So if you have multiple user accounts that will always have the same privileges you can manage them all at the same time if you add them to a User Group

1.1 Add User Groups From the Group Manager select User Groups.

The User Group Maintenance screen will appear.

Select the ADD button. A new window will appear. Give the User Group a unique name and select the SAVE button.

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A new screen will appear. Fill out all the information for the User Group, which includes adding users (Users can be added at a later time by editing the User Group), then select the SAVE button.

You will see the newly created User Group on the User Group Maintenance screen.

1.2 Edit User Groups From the Group Manager select User Groups.

Select the radio button next to the User Group you want to edit. Select the EDIT button, the existing User Group will appear.

Edit the information you want to change and then select SAVE.

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1.3 Delete User Groups

From the Group Manager select User Groups.

Select the radio button next to the User Group you want to delete.

Select the DELETE button. A confirmation message will appear asking if you are sure you want to remove the User Group from the system.

Select OK if you are sure you want to delete the user group, press Cancel to return to the previous page. If you choose ok, you will get a message letting you know the User Group has been deleted.

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2. Work Groups

Work Groups provided a common, isolated area of your TrueShare system where the Work Group members can work more effectively as a team.

2.1 Add Work Groups

From the Group Manager select Work Groups.

The Work Group Maintenance screen will appear.

Select the ADD button. A new window will appear. Give the Work Group a unique name and select the SAVE button.

Fill out all the information for that specific Work Group and add any User Groups or Users that belong to your Work Group then select the SAVE button.

You will see the newly created Work Group on the Work Group Maintenance screen. The screen will also show you which users are members of that specific Work Group.

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2.2 Edit Work Groups From the Group Manager select Work Groups. Select the radio button next to the Work Group you want to edit.

Select the EDIT button. The existing Work Group will appear.


2.3 Delete Work Groups From the Group Manager select Work Groups. Select the radio button next to the Work Group you want to delete.

Select the DELETE button. A confirmation message will appear asking if you are sure you want to remove the Work Group from the system.

Select OK if you are sure you want to delete the work group, press Cancel to return to the previous page. If you choose ok, you will get a message letting you know the Work Group has been deleted.

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IV. User Manager

The User Manager section is where user maintenance occurs which includes the set up of user privileges and folder permissions. This section also covers User Templates maintenance. You can use a template when adding users, if you use a template the user will have the permissions you selected when you created the template. Users and User Templates can be added, edited, and deleted while in the User Manager Section.

1. User Accounts

1.1 Add New Users From the User Manager menu choose the User Accounts option.

You will then see the User Account Maintenance screen

Select the ADD button. A new screen will appear.

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Fill out the information on the screen. If you want to use a “User Template” to create this user, select the check box that says User Template and then select the template from the dropdown.

By using the template the user will have all the permissions that you set up when you created the template. Select the SAVE button. You will then be taken to the Edit User screen where you can complete the rest of the account setup for your newly added user account.

1.2 Edit Users From the User Manager menu choose the User Accounts option. Select the radio button next to the User you want to edit then select EDIT, the existing user will appear.


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1.3 Delete Users From the User Manager menu choose the User Accounts option. Select the radio button next to the User you want to delete then select DELETE.

A confirmation message will appear asking if you are sure you want to remove the user from the system.

Select OK if you are sure you want to delete the user, press Cancel to return to the previous page. If you choose ok, the user will no longer be on the User list.

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2. User Templates

User Templates are different from User Groups in that, users created via a Template are NOT managed as part of a group. Those accounts are assigned the entire set of properties as defined in the User Template, but from then on the User Account is managed individually and independently of any other user account.

2.1 Add User Templates From the User Manager menu choose the User Templates option. The following screen will appear.

To create a new user template select the ADD button. A new window will appear that looks like the following.

Give the template a unique name and select the SAVE button. Fill in all information for the template and select all the permissions and options that this template will have.

Then select the SAVE button.

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2.2 Edit User Templates

Click on the User Manager menu then choose the User Templates option.

Select the radio button next to the User Template you want to edit then select the EDIT button.

The existing template will appear.

Edit the information you want to change and then select SAVE once you are done.

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2.3 Delete User Templates From the User Manager menu choose the User Templates option.

Select the radio button next to the User Template you want to delete then select DELETE.

A confirmation message box will appear asking if you are sure you want to remove the template from the system.

Select OK if you are sure you want to delete the user template, press Cancel to return to the previous page. The User Template will no longer be on the User Template list if you clicked ‘OK’ in the confirmation message box.

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TrueShare - Upload Files | Online Storage | Online Backup | File