9.0 Setting Up Filr Services

IMPORTANT:Filr 3.4 is available as an online update to Filr 3.0, MySQL 3.0, and Filr Search 3.0 appliances or later.

To Install a New Filr 3.4 Appliance: You must install and configure Filr 3.0, and then apply the 3.4 updates. To apply the Filr 3.4 updates, see Section 11.0, Updating to Filr 3.4.

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

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

Referring to the Worksheets indicated below, change any Filr infrastructure configuration settings that require restarting Filr.

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

Worksheet 13 - Notifications

(Optional) Using the Port 9443 > Configuration > Outbound E-mail dialog, configure your system for integration with an external email system.
Using the Port 8443 > System > E-Mail dialog, review the default notification settings and make any required configuration changes.

Worksheet 20 - Networking Support

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.
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
If you are using NetIQ Access Manager.

Path: Port 9443 Appliance Console > Configuration > Reverse Proxy

Referring to the worksheets below, add users and groups to your Filr site and set up the LDAP synchronization processes.

Worksheet 4 - Users and Groups (LDAP and Non)

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
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 Filr 3.4: Understanding How Filr Works and the New User button in the Filr 3.4.1: Administrative UI Reference.

Worksheet 5 - LDAP Synchronization

Configure the Filr system to synchronize with your LDAP servers.

For assistance, see LDAP Servers and Synchronization in the Filr 3.4.1: Administrative UI Reference.

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

Worksheet 14 - System-Level Sharing Settings

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 Filr 3.4.1: Administrative UI Reference.

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

Worksheet 11 - Personal Storage

Configure Personal Storage.

For more information about allowing users to share documents within Filr, see Enabling Personal Storage for Users and Groups in the Filr 3.4.1: 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 Filr 3.4.1: Administrative UI Reference.

Configure Home Net Folder servers.

Worksheet 8 - Net Folder Servers

Configure Home Net Folder servers.

For more information, see Creating and Managing Net Folder Servers in the Filr 3.4.1: 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.

Configure Net Folder Servers.

Worksheet 8 - Net Folder Servers

Worksheet 10 - Home Folder Net Folder Servers

Worksheet 17 - Net Folder Server Synchronization

Configure the other Net Folder servers that are identified on the worksheet.

For more information, see Creating and Managing Net Folder Servers in the Filr 3.4.1: Administrative UI Reference.

Configure Net Folders.

Worksheet 9 - Net Folders

Worksheet 15 - Net Folder Sharing Settings

Worksheet 16 - Net Folder Global Settings

Worksheet 18 - Net Folder Synchronization

Configure the Net Folders that are identified on the worksheet.

For more information, see Managing Net Folders in the Filr 3.4.1: Administrative UI Reference.

Net Folders in Filr provide access to files on your corporate OES, Windows, or NetWare 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 Filr 3.4.1: Administrative UI Reference.

Enable additional Filr Users for Administrative Access.

Worksheet 19 - Administrative Access

Configure users for administrative access to Filr.

For more information, see Assigning and Managing Port 8443 Direct Administrators in the Filr 3.4.1: Administrative UI Reference.

(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:
- Users are not able to share with external users, as described in Sharing with People Outside Your Organization in the Filr 3.4: User Access Guide.
- Users cannot make items accessible to the public, as described in Making Files Accessible to the Public in the Filr 3.4: User Access Guide.
  
  This means that public users cannot access the Filr site as the Guest user. For more information about the Guest user, see Guest Users: in Filr 3.4: Understanding How Filr Works.
For more information about external users in Filr, see External, Self-Provisioned Users: in Filr 3.4: Understanding How Filr Works.
Configure mobile device access to the Filr site, as described in Mobile Device Access—Default Settings in the Filr 3.4.1: Administrative UI Reference.
Configure the Filr desktop application to access files from the Filr site.

For more information about configuring the Filr desktop application, see Desktop Access—Default Settings in the Filr 3.4.1: Administrative UI Reference.
IMPORTANT:For optimal performance of the Filr system when using the Filr desktop application, consider the following:
- Users should not configure the Filr desktop application to synchronize more than 1,000 total files, or to synchronize individual files that are larger than 1 GB to their workstations. For information about how users can configure the Filr desktop application to synchronize files to their workstations, see the Micro Focus Filr 3.0 Desktop Application Guide for Windows and the Micro Focus Filr 3.0 Desktop Application Guide for Mac.
Configure Filr to support WebDAV on a Windows 7 environment, as described in WebDAV Support in the Filr 3.4: Maintenance Best Practices Guide.
If your Filr site needs to support multiple languages, configure the site as described in UI Language in the Filr 3.4.1: Administrative UI Reference.
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. For information about how to use the Filr site, see Filr 3.4: User Access Guide.