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Centre de Compétence BtoB – Internet/Intranet FileConnect Training FileConnect Welcome Agenda Summary Training Summary TrainingWebsite access Welcome Method.

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Presentation on theme: "Centre de Compétence BtoB – Internet/Intranet FileConnect Training FileConnect Welcome Agenda Summary Training Summary TrainingWebsite access Welcome Method."— Presentation transcript:

1 Centre de Compétence BtoB – Internet/Intranet FileConnect Training FileConnect Welcome Agenda Summary Training Summary TrainingWebsite access Welcome Method Objectives

2 Centre de Compétence BtoB – Internet/Intranet FileConnect 1.This site provides you with access modules to the training 3.The arborescence provides you with the detail of each page 2.The tabs direct you to the content of the training Training Summary TrainingWebsite access Agenda Summary Welcome Method Objectives

3 Centre de Compétence BtoB – Internet/Intranet FileConnect 1.At the end of this training, you will be able to exchange files with your supplier contacts 3.Do not hesitate to contact the BtoB/BtoC Competency Center if needed (see Training>Support) Training>Support 2.This training is simple and enables anyone to train himself in less than 30 minutes Training Summary TrainingWebsite access Agenda Summary Welcome Method Objectives

4 Centre de Compétence BtoB – Internet/Intranet FileConnect This training presents the main modules of FileConnect Depending of your rights on the application, you will not have access to the same functionalities: The “Files Management” applies to all users, but all actions may not be available The “Security Management” only applies to administrators Training Summary TrainingWebsite access Agenda Summary

5 Centre de Compétence BtoB – Internet/Intranet FileConnect Support Security Management Files Management Context 2 In order to login to FileConnect, you need: 1 – Connect to 2 – Key in your login / password 3 – Choose your language (English by default) 4 – Click on OK. 3 4 Login View Training Summary Training Website access

6 Centre de Compétence BtoB – Internet/Intranet FileConnect – Arborescence of folders 2 – Sub-folders and files 3 – Actions Menus 4 – Admin. console 3 4 Training Summary Training Website access Support Security Management Files Management Context Login View

7 Centre de Compétence BtoB – Internet/Intranet FileConnect The FileConnect solution provides a Windows-like navigation (without contextual menus, keyboard commands or drag&drop). 1 – On the left side, the arborescence to which the user can access. 2 – On the right side, the sub-folders and files on the selected folder. The content access is made through simple clicks and by extending the arborescence nodes. 1 2 Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders Training Summary Training Website access Support Security Management Files Management Context

8 Centre de Compétence BtoB – Internet/Intranet FileConnect To download files, you have to: 1 – Position on the target folder. 2 – Select the files and/or the subfolders for download. 3 – Click on the main menu on “Download Files” Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

9 Centre de Compétence BtoB – Internet/Intranet FileConnect 4 – Save on your computer all zipped files. Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

10 Centre de Compétence BtoB – Internet/Intranet FileConnect In order to upload files, you have to: 1 – Select the target folder. 2 – Click on the action menu on « Add files ». 3 – Select, one by one, the files to upload by clicking on « Browse » (maximum 8 files per upload). 4 – Click on « Upload » to launch the upload Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

11 Centre de Compétence BtoB – Internet/Intranet FileConnect The files are always uploaded completely on the platform (no risk of incomplete files). Each action is tracked by the solution. You can upload any kind of file (except for files prohibited by your administrator), whatever the size and format. Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

12 Centre de Compétence BtoB – Internet/Intranet FileConnect To upload complete folders (content and sub-folders), you have to: 1 – Select the target folder. 2 – Click on the action menu on « Add Files ». 2 – Click on « Active X de transfert » Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

13 Centre de Compétence BtoB – Internet/Intranet FileConnect (for a 1 st use, you have to accept the installation of the Active X and start again steps 1, 2 & 3) 4 – Click on « Choose Files/Folders » 4 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

14 Centre de Compétence BtoB – Internet/Intranet FileConnect 5 – Select a folder on your computer. If this folder and sub-folders do not exist on the folder chosen in step 1 they will be created as long as they contain at list a file or sub-folder. Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

15 Centre de Compétence BtoB – Internet/Intranet FileConnect 6 – Click on « Upload ». 6 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

16 Centre de Compétence BtoB – Internet/Intranet FileConnect 7 – Follow the upload process. If needed, cancel the action. Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

17 Centre de Compétence BtoB – Internet/Intranet FileConnect To delete files, you have to: 1 – Select the file(s) to delete. 2 – Click on the action menu « Delete ». 3 – Confirm deletion 1 2 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

18 Centre de Compétence BtoB – Internet/Intranet FileConnect The deletion is not final. You can contact your administrator for him to restore your files. If the Recycle bin is active If the limit date for restore hasn’t been passed (2 weeks) Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

19 Centre de Compétence BtoB – Internet/Intranet FileConnect To add a memo, you have to: 1 – Select the file for which the memo will be created. 2 – Click on the main menu on « Add a memo ». 1 2 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

20 Centre de Compétence BtoB – Internet/Intranet FileConnect 3 – Type in a title and a message. 4 – Click on « OK » to finalize the operation. 3 4 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

21 Centre de Compétence BtoB – Internet/Intranet FileConnect To answer a memo, you have to : 1 – Click on the memo link of a file. 1 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

22 Centre de Compétence BtoB – Internet/Intranet FileConnect 2 – Click on « Reply ». 3 – Key in a title and a message 4 – Check if you want to send the memo by mail to your contacts Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

23 Centre de Compétence BtoB – Internet/Intranet FileConnect 5 – View the different messages by clicking on the memo link of he file. 5 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

24 Centre de Compétence BtoB – Internet/Intranet FileConnect In order to share a file, you have to: 1 – Select the file you want to share. 2 – Click on the action menu on « Share by ». 1 2 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

25 Centre de Compétence BtoB – Internet/Intranet FileConnect 3 – Select recipients (contacts or contact groups). 4 – Add if needed additional addresses. 3 4 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

26 Centre de Compétence BtoB – Internet/Intranet FileConnect 5 – Add if needed a title and a personalized message. 6 – Choose the format of the (HTML or Text). 5 6 Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

27 Centre de Compétence BtoB – Internet/Intranet FileConnect 7 – Choose the length of the sharing 8 – Choose the maximum number of downloads. 9 – Activate if needed the automatic deletion of the file at the end of the sharing. 10 – Secure the sharing, if needed, by adding the password Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

28 Centre de Compétence BtoB – Internet/Intranet FileConnect – At the mail reception, click on the link to download the file. 12 – In case of a problem to access the file, copy/paste in your web browser the URL provided at the bottom. Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

29 Centre de Compétence BtoB – Internet/Intranet FileConnect 13 – Provide the password (if option chosen). 14 – Download the file(s) available Training Summary Training Website access Support Security Management Files Management Context Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

30 Centre de Compétence BtoB – Internet/Intranet FileConnect In parallel, the receipt notification is being sent to the person who has provided the sharing (if option chosen). Support Gestion des droits Gestion des fichiers Contexte Training Summary Training Website access Browse through folders Download files Upload files Suppress files Add a memo Share a file Upload folders

31 Centre de Compétence BtoB – Internet/Intranet FileConnect Only « Administrators » have access to the administration console, which allows for: Management of contacts and groups in the Address book. Manage access. View and delete logs, sharings and memos. Search for files or folders through keywords. Manage the recycle bin and advanced options (versioning of replacement for files with similar names, …) Administrat ion console Manage users Manage user groups Track actions Share folders Training Summary Training Website access Support Security Management Files Management Context

32 Centre de Compétence BtoB – Internet/Intranet FileConnect To create a use, you have to: 1 – Access the « Address book » in the administrator console 2 – Click on « New contact ». 1 2 Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

33 Centre de Compétence BtoB – Internet/Intranet FileConnect 3 – Key in at least the last name, first name, and of the contact. 4 – Check « ID » and key in the login/password in order to provide a direct access to FileConnect. Without this, only the filesharing will be possible with this contact. 3 4 Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

34 Centre de Compétence BtoB – Internet/Intranet FileConnect 5 – Define the actions authorized for the user. « Read »  Download files, memo access. « Write »  Add files, memos. « Delete »  Delete files, memos. « Modify »  Modify the folders. « Share »  Possibility to share folders. 6 – Modify if needed the account status (open/close) 7 – If needed, notify automatically the user of his access. 8 – Click on « OK » Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

35 Centre de Compétence BtoB – Internet/Intranet FileConnect 9 – Go back to the contact information by clicking on the account in the address book – Define a default language for notifications Activate automatic notifications of contact actions, deactivate notifications to this contact Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

36 Centre de Compétence BtoB – Internet/Intranet FileConnect To create a new user group, you have to: 1 – Access the « Address book » in the administration console. 2 – Select in the list « Groups ». 3 – Click on « New Group » Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

37 Centre de Compétence BtoB – Internet/Intranet FileConnect 4 – Key in a new group name. 5 – Associate contacts to the new group. 6 – Click on « OK » Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

38 Centre de Compétence BtoB – Internet/Intranet FileConnect 7 – Come back if needed on the group information in order to add or remove contacts, by clicking on the target group in the address book. Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

39 Centre de Compétence BtoB – Internet/Intranet FileConnect To share folders with users and/or groups, 2 solutions: A) Do it folder by folder by clicking on « Share a folder » in the action menu. B) Go through the administration console and Access management. A B Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

40 Centre de Compétence BtoB – Internet/Intranet FileConnect Solution A : 1) Click on « Edit list » 2) Search for contacts and/or contact groups 3) Add contacts and/or des groups 13 2 Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

41 Centre de Compétence BtoB – Internet/Intranet FileConnect Solution B : 1) Select the matrix mode in the Access management module. 2 ) Check/Uncheck the boxes to manage access. 3) Click on « OK » 4) Click on « Download » to have this matrix available in Excel format Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

42 Centre de Compétence BtoB – Internet/Intranet FileConnect To track user actions you have to: 1 – Access the « Action tracking » in the administration console. 2 – Manage the automatic log deletion. 3 – Download if needed all actions in an Excel format. Training Summary Training Website access Support Security Management Files Management Context Administrati on console Manage users Manage user groups Track actions Share folders

43 Centre de Compétence BtoB – Internet/Intranet FileConnect If you are administrator, you are in charge of your user support. We advise you to provide your coordinates in the supplier user guide In case of a problem, do not hesitate to contact available from 09h00 to 18h00 France time, Monday to Friday To access FileConnect, click on the following link: Training Summary Training Website access Support Security Management Files Management Context


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