Presenter: John Tkaczewski

Duration: 45 minutes

April Webinar: Advanced Configuration of Order Forms

in Workflow

Presenter Introduction

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John Tkaczewski• Co-Founder and President of Unlimi-Tech Software

• Oversees creative and technical vision for FileCatalyst Webmail and FileCatalyst Workflow

• Blog: http://www.filecatalyst.com/blog

Agenda

• FileCatalyst Workflow 101

• Order form DEMOS:– Basic Submission Form

– Basic Distribution Form (sending files to email)

– Assigning Order Forms to Groups

– Job Wide HTML Headers

– Default Values in Order Form Fields

– Allowing the user to select FTP/FC site via order form

• Workflow Demos:– Going straight into an order form or upload step

– Going straight into a file area

• Deployment and Licensing Options

• 30 day free trial

• Questions (please type them in as we go)

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FileCatalyst Workflow 101

FileCatalyst Workflow 101

Core Components List

Secure Transport Java Applets, Form Upload (if no Java plugin), HotFolder, Mobile and SDK

Intelligence Fields, Order Forms, Sites, Groups, Jobs, Status, File Areas, Users

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Secure Transport Components

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Applets

• Upload, download, file area

• Protocol detection (UDP, TCP, HTTP) , retry and resume

• Checksum and deltas

HotFolder

• Uploads to either a new job or file area

• Automation

• Pre and post task

• Folder synchronization (XATTR + ACLs)

• Bandwidth Schedule

Native Browser (W3C)

• Form upload

• HTTP links

• When Java Plugin is not detected

• 2GB max file size

• No retry and no resume

Mobile

• Uploads into file area

• Job Submission into any order form

• iOS and Android

Future Development

• HotFolder job downloads

• Mobile downloads and job submission

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Intelligence Components

Field

• Meta data you wish to capture during the job submission process; Input types: Text, Text Area, Drop Down

(Select), Date, Quantity (Number)

• Workflow Modifiers (Smart fields): Recipient Email, Recipient Email CC (Notification List), Site Selector,

Email list, Job Expiry, Download Password or automatically generated PIN

Order Form

• Main Workflow logic

• Collection of fields (meta data) defined by the system admin

• Job Fields or per file fields

• Multiple order forms per user, a user can execute multiple workflows

Sites

• Any FileCatalyst Direct Server or 3rd party FTP(s) site

• Target storage location of files (media)

• Could be same server but different target path Or a separate geographical location

• Dynamic path assignment based on the form data

• Script execution (Command line OR URL calls)

• Storage of job artifacts in XML and PDF

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Intelligence Components (continued)

Group

• Extends default user properties

• Order form assignment (multiple order forms per user)

• Shared Folders – file area – shared media storage

• Shared transactions (Jobs)

• Permissions

Job

• Entity that combines files (media) and order form information (meta data)

• Transactional information (job history log)

Status

• Automatic status triggers. Incomplete -> Sent, Sent -> Shipped, Incomplete -> Error

• Coming Soon: User defined triggers based on the outcome of the script execution or status template

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Intelligence Components (continued)

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User

• Authentication (LDAP, Active Directory, SSO, Internal Database)

• Assigned functionality – submission, distribution, file area, admin or full access

• Assigned to one or multiple groups

File Area

• Web accessible file share

• Submission of files from file share into Workflow

• Automated uploads and downloads via HotFolder

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Building Blocks for any File Transfer Workflow

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User ViewAdministration View

User Authentication

Security

Order Forms Groups Jobs

Fields Users Status

FileCatalyst / FTP Sites

FileCatalyst Workflow

Upload / Downloads (Java Applets, HTTP (Form Uploads), HotFolder , Mobile, API)

Create Job View Job File Area

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Workflow Diagram

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Order FormUser Group

Job

Sites

Status

File Area

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DEMOS

DEMOS

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30 day free trial and licensing cost

To request free trial of FileCatalyst Direct visit http://www.filecatalyst.com/trial

Licensing Options for FileCatalyst Workflow

• Perpetual on-site license is $12,500 USD (one-time fee)

• Leased on-site license is about $500/month

• Hosted (Cloud) License on a shared server is about $500 per month

• UDP Acceleration add-on starts from $5,000.

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Upcoming Events:

- FileCatalyst User Forum, Los Angeles, California (May 6)

- Interop 2013, Las Vegas, Nevada (May 7-10)

- CanSec 2013, Ottawa (May 29-30)

- Broadcast Asia, Singapore (June 18-21)

-IBC, Amsterdam (Sept 13-17)

And of course don’t forget our monthly webinar....

Thank you for attending our April webinar!

Questions? Please type in your questions.