12.0 Setting Up Filr Services

Complete the following steps to prepare your Filr site and make it available to users.

  1. Using the Port 9443 > License dialog, install the same valid license on each Filr appliance in your system.

  2. Change any Filr infrastructure configuration settings that require restarting Filr.

    This prevents interrupting Filr services after users begin accessing Filr services.

    Notifications

    1. (Optional) Using the Port 9443 > Configuration > Outbound E-mail dialog, configure your system for integration with an external email system.

    2. Using the Port 8443 > System > E-Mail dialog, review the default notification settings and make any required configuration changes.

    Networking Support

    1. Review the settings in the Port 9443 > Firewall dialog and make sure that the port and firewall settings on your network are configured to support Filr services.

    2. If you are enabling port redirection so that users don’t need to include :8443 in Filr requests, configure that now.

      Path: Port 9443 Appliance Console > Configuration > Network

    3. If you are using NetIQ Access Manager.

      Path: Port 9443 Appliance Console > Configuration > Reverse Proxy

  3. Add users and groups to your Filr site and set up the LDAP synchronization processes.

    Users and Groups (LDAP and Non)

    1. Configure your Filr system to connect to an existing LDAP source, such as eDirectory or Active Directory, to control user access to the system.

      Path: Port 8443 Filr Admin Console > System > LDAP

    2. Manually create any non-LDAP users and groups that need access to Filr services.

      For more information, see Filr Admin Created Users and Groups: in OpenText Filr 24.4: Understanding How Filr Works and the New User button in the OpenText Filr : Administrative UI Reference.

    LDAP Synchronization

    1. Configure the Filr system to synchronize with your LDAP servers.

      For assistance, see LDAP Servers and Synchronization in the OpenText Filr : Administrative UI Reference.

  4. If you want users to be able to share through Filr, you must enable sharing for the Filr system.

    System-Level Sharing Settings

    1. Configure the system-level share settings.

      For more information about allowing users to share documents within Filr, see Managing Sharing, License Terms, and Comments in the OpenText Filr : Administrative UI Reference.

  5. if you want users to be able to upload personal files and folders directly to the Filr site, you must enable personal storage.

    Personal Storage

    1. Configure Personal Storage.

      For more information about allowing users to share documents within Filr, see Enabling Personal Storage for Users and Groups in the OpenText Filr : Administrative UI Reference.

    For more information about personal storage, as well as how personal storage relates to users’ Home folders, see Enabling Personal Storage for Users and Groups in the OpenText Filr : Administrative UI Reference.

  6. Configure Home Net Folder servers.

    Net Folder Servers

    1. Configure Home Net Folder servers.

      For more information, see Creating and Managing Net Folder Servers in the OpenText Filr : Administrative UI Reference.

    If the search context of your LDAP synchronization contains an OES or Windows server that has a Home folder attribute associated with at least one user, a Net Folder Server is ready to be configured immediately after running the LDAP synchronization process. You need to consider the amount of data in users’ Home folder directories when performing an LDAP synchronization.

    The following points are critical to successful Home NF Server creation and the synchronization of access privileges.

    • Import Both Groups and Users: If you import only LDAP users and not the groups they belong to, then file system group permissions won't map to Filr group permissions when Net Folders are created.

    • Register User Profiles Automatically (default): If you deselect this option, then users won't be created until after they log in. This causes the following issues:

      • You must wait until users log in to their home folders before you can configure the proxy users and passwords for any HOME Net Folder Servers.

      • Net Folder access permissions that key off user-based file system permissions will not be set or updated during Net Folder Synchronizations.

    • Register Group Profiles Automatically (default): If you deselect this option, groups will not be created and Net Folder access permissions that key off group-based file system permissions will not be set or updated during Net Folder Synchronizations.

  7. Configure Net Folder Servers.

    Net Folder Servers

    Home Folder Net Folder Servers

    Net Folder Server Synchronization

    1. Configure the other Net Folder servers.

      For more information, see Creating and Managing Net Folder Servers in the OpenText Filr : Administrative UI Reference.

  8. Configure Net Folders.

    Net Folders

    Net Folder Sharing Settings

    Net Folder Global Settings

    Net Folder Synchronization

    1. Configure the Net Folders settings.

      For more information, see Managing Net Folders in the OpenText Filr : Administrative UI Reference.

    Net Folders in Filr provide access to files on your corporate OES, Windows, file servers by synchronizing file metadata. In essence, a Net Folder is simply a pointer or a reference to a specific folder on a specific file server.

    Filr can be configured to index the content of Net Folders to make the content searchable.

    For more information about Net Folders, see Managing Net Folders the OpenText Filr : Administrative UI Reference.

  9. Enable additional Filr Users for Administrative Access.

    Administrative Access

    1. Configure users for administrative access to Filr.

      For more information, see Assigning and Managing Port 8443 Direct Administrators in the OpenText Filr : Administrative UI Reference.

  10. (Optional) Allow access to the Filr site through NetIQ Access Manager.

    For more information about using NetIQ Access Manager with Filr, see Section A.0, Access Manager (NAM) and Filr Integration.

    IMPORTANT:When you use NetIQ Access Manager with Filr, external users cannot access your Filr site. This means that the following features are not functional:

    For more information about external users in Filr, see External, Self-Provisioned Users: in OpenText Filr 24.4: Understanding How Filr Works.

  11. Configure mobile device access to the Filr site, as described in Mobile Device Access—Default Settings in the OpenText Filr : Administrative UI Reference.

  12. Configure the Filr desktop application to access files from the Filr site.

    For more information about configuring the Filr desktop application.

    IMPORTANT:For optimal performance of the Filr system when using the Filr desktop application, consider the following:

  13. Configure Filr to support WebDAV on a Windows 7 environment, as described in WebDAV Support in the OpenText Filr 24.4: Maintenance Best Practices Guide.

  14. If your Filr site needs to support multiple languages, configure the site as described in UI Language in the OpenText Filr : Administrative UI Reference.

  15. After you have completed all of the topics in this list that are relevant to your Filr environment, you can invite users to use the Filr site.