pergamonmystic:linkedhelp:file_manager
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pergamonmystic:linkedhelp:file_manager [2021/10/04 12:00] admin |
pergamonmystic:linkedhelp:file_manager [2021/10/04 12:22] (current) admin |
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| ==== Layout ==== | ==== Layout ==== | ||
| - | On initial display, the main part of the **[File & Attachment Manager]** displays a typical tree-view listing similar in nature to a conventional directory (folder) browser. It lists the six different sub-directories that are automatically created within your file storage area: | + | On initial display, the main part of the **[File & Attachment Manager]** displays a typical tree-view listing similar in nature to a conventional folder (directory) browser. It lists the six different sub-directories that are automatically created within your file storage area: |
| * **Database Archive** - copies of your live database which can be archived for security and further download for local backups. | * **Database Archive** - copies of your live database which can be archived for security and further download for local backups. | ||
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| * **Report Archive** - PDF copies of reports that you have generated in the reports area, or which Mystic has generated automatically for you (e.g. daily summary reports). | * **Report Archive** - PDF copies of reports that you have generated in the reports area, or which Mystic has generated automatically for you (e.g. daily summary reports). | ||
| - | Clicking a **directory ** opens the directory and displays the files stored within. | + | Clicking a **Folder ** opens the folder and displays the files stored within. |
| - | Clicking a **file** displays details of the file on the right hand side of the dialog. | + | Clicking a **File** displays details of the file on the right hand side of the dialog. |
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| **[Database]** toolbar group. | **[Database]** toolbar group. | ||
| - | This function makes a 'local' copy of the secure database in the **Database archive** folder | + | This function makes a server based copy of the secure database in the **Database Archive** folder of your account. The file server and the database server are located on //different// physical hosts, maintained by different providers and in different physical locations, and this process therefore provides a good physical backup option. |
| + | |||
| + | Note that this file is intended //only// for disaster recovery purposes (Esferico and the database server hosting provider also make their own secure backups of all data) and remains in a heavily encrypted state, accessible only by Mystic tools. It **cannot** be opened using typical end-user database query tools. | ||
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| + | If you also wish to make a local copy of the database file, see the download functionality below. | ||
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| + | ---- | ||
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| + | ==== File Transfer ==== | ||
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| + | All files that are managed by the **[File & Attachment Manager]** dialog reside on the cloud server that you are connected to. This means that you need to be able to transfer files between your local workstation and the file storage area of the server. | ||
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| + | === Uploading Files === | ||
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| + | In order to upload a file, select the Folder that you want to place the file in then select **[Upload]**. This will trigger the standard [[PergamonMystic:linkedhelp:file_upload|file upload tool]] allowing you to select a file and start the upload process. | ||
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| + | **Note: At this time, there is no functionality within Mystic that requires directly uploaded files. This facility within the //File & Attachment Manager// is therefore disabled - please use the upload facilities within the specific functional areas, such as the BISON import dialogs**. | ||
| + | |||
| + | === Downloading Files === | ||
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| + | Downloading files permits you to make copies of files that have been attached to records using the specific functional areas (such as reader and item images), as well as downloading backup copies of files created by Mystic itself, such as report PDFs and Database Archives. | ||
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| + | In order to download a file, select the file in the list of folders to display its details. | ||
| + | |||
| + | Click the **[Download]** toolbar icon in the **[Transfer]** toolbar group to trigger the download. Download file transfers are performed in conjunction with your browser. The browser will therefore decide where to place the file after download, and if sizeable will also provide you with status information regarding how complete the transfer is. | ||
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| + | Typically, there will be an allocated folder on your workstation where your browser will place the downloaded file (e.g. a **Downloads** folder in your personal account area). Once downloaded, transfer the file to its final intended location. | ||
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pergamonmystic/linkedhelp/file_manager.1633348819.txt.gz · Last modified: 2021/10/04 12:00 by admin
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