File Share Navigator Online

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1 File Share Navigatr Online User Guide Service Pack 7 Issued September 2017

2 Table f Cntents What s New in this Guide... 4 Abut File Share Navigatr Online... 5 Cmpnents f File Share Navigatr Online... 5 Submitting Dcumentatin Feedback t AvePint... 6 Integratin with AvePint Online Services... 7 AvePint Online Services Versins: Cmmercial and U.S. Gvernment Public Sectr... 7 Supprt Infrmatin... 8 System Requirements... 8 Permissin Requirements... 9 Supprted Brwsers Preparing fr Installatin Assigning a Public URL t the File Share Navigatr Online Administratin Service Website Applying fr a Certificate fr the File Share Navigatr Online Administratin Service Website File Share Navigatr Online Administratin Failver File Share Navigatr Online Administratin Lad Balancing Installatin Overview Installing File Share Navigatr Online Administratin Adding the File Share Navigatr Online App t Yur Site Updating File Share Navigatr Online Updating File Share Navigatr Online Administratin Updating File Share Navigatr Online List Settings Getting Started with File Share Navigatr Online User Rles Using File Share Navigatr Online Administratin Accessing File Share Navigatr Online frm AvePint Online Services Managing Administratin Service Cnnectins Cnfiguring Administratin Service Cnnectins Dwnlading Lgs Managing Mappings

3 Dmain Mapping User Mapping Permissin Mapping Submitting Feedback Accessing and Managing File Share Navigatr Online App Creating File Share Navigatr Online Lists Viewing File Share Navigatr Online Lists Jb Mnitr Using a File Share Navigatr Online List Using the File Share Navigatr Online Functins n the Ribbn Previewing and Dwnlading Files thrugh the Preview Link and Dwnlad Link Accessing a File r Flder thrugh the UNC Link Synchrnizatin What Can be Synchrnized? Metadata Synchrnizatin Permissin Synchrnizatin Wh Can Run Synchrnizatin Jbs? When and Hw t Synchrnize? Scheduled Synchrnizatin Manual Synchrnizatin Mdifying, Repairing, Updating, r Uninstalling File Share Navigatr Online Administratin Mdifying File Share Navigatr Online Administratin Repairing File Share Navigatr Online Administratin Updating File Share Navigatr Online Administratin Uninstalling File Share Navigatr Online Administratin Ntices and Cpyright Infrmatin

4 What s New in this Guide Redesign f the File Share Navigatr Online interface. Added infrmatin abut updates in Permissin Requirements. Supprt previewing PDF files and pictures in File Share Navigatr Online lists. Supprt using File Share Navigatr Online in Micrsft Edge. 4

5 Abut File Share Navigatr Online File Share Navigatr Online enables SharePint Online sites t hst links t a strage lcatin, thereby empwering rganizatins t leverage SharePint Online as the presentatin layer fr the strage lcatin withut using valuable strage space. This als helps t avid the burden f migratin. With File Share Navigatr Online, SharePint Online users can either access cntent n the strage lcatin fr real-time cllabratin, r externally access cntent via SharePint Online, withut disrupting the perfrmance and wrk habits f internal strage lcatin users. In additin, File Share Navigatr Online frees SharePint Online frm heavy lad and capacity limitatins caused by directly string large files. With the implementatin f File Share Navigatr Online, SharePint Online preserves and synchrnizes the data t the strage lcatin, s all f the strage lcatin data is accessible thrugh SharePint as well as directly frm the strage lcatin. When expsed thrugh File Share Navigatr Online, cntent that is typically blcked r difficult t manage in SharePint Online (files ver 2 GB in size) can easily be managed thrugh this slutin. Cmpnents f File Share Navigatr Online There are three cmpnents f File Share Navigatr Online: File Share Navigatr Online Administratin Service Administratrs can use File Share Navigatr Online Administratin t manage Service Settings, change the admin accunt passwrd, and cnfigure Prxy Settings. Fr mre infrmatin, refer t Using File Share Navigatr Online Administratin. File Share Navigatr Online integrated int AvePint Online Services Administratrs can access File Share Navigatr Online via AvePint Online Services t manage the fllwing features: Cnnectins, Mappings, and Lgs. Fr mre infrmatin, refer t Accessing File Share Navigatr Online frm AvePint Online Services. File Share Navigatr Online App added t a SharePint Online site After File Share Navigatr Online Administratin is installed and the File Share Navigatr Online App is added t a SharePint Online site, users f the SharePint Online site can create File Share Navigatr Online lists, view and edit created lists, and view infrmatin f the scheduled synchrnizatin jbs displayed in Jb Mnitr thrugh the File Share Navigatr Online App. Fr mre infrmatin, refer t Accessing and Managing File Share Navigatr Online App. 5

6 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 6

7 Integratin with AvePint Online Services File Share Navigatr Online is integrated with AvePint Online Services. T register an accunt fr File Share Navigatr Online, yu must first register an accunt in AvePint Online Services. AvePint prvides the fllwing methds t register an AvePint Online Services accunt: Register n AvePint Online Services website. Visit the AvePint Online Services page r the File Share Navigatr Online page n the AvePint website. T register fr AvePint Online Services fr the U.S. Gvernment Public Sectr, access the fllwing URL: T access File Share Navigatr Online, use ne f the entries abve t sign in AvePint Online Services. Fr details, refer t the AvePint Online Services User Guide. When accessing File Share Navigatr Online fr the first time, navigate t the Tur page frm the tp navigatin bar t get a quick verview f File Share Navigatr Online. Dwnlad the File Share Navigatr Online Administratin package and the File Share Navigatr Online App file via the link in the Tur page. Then, fllw the steps t install File Share Navigatr Online Administratin, cnnect t the File Share Navigatr Online Administratin Service, and add the File Share Navigatr Online App t yur SharePint Online site. Click the links belw t navigate t the crrespnding sectins. Installing File Share Navigatr Online Administratin Cnfiguring Administratin Service Cnnectins Adding the File Share Navigatr Online App t Yur Site T navigate back t the AvePint Online Services hmepage, click the bar and then click AvePint Online Services. buttn n the tp navigatin AvePint Online Services Versins: Cmmercial and U.S. Gvernment Public Sectr There are tw versins f AvePint Online Services: a versin fr Cmmercial use, and a versin available n Micrsft s Clud Platfrm fr U.S. Gvernment use. The U.S. Gvernment Public Sectr versin f AvePint Online Services ffers mst f the same functinality as the Cmmercial versin. Fr details, refer t the AvePint Online Services User Guide. Functinality f File Share Navigatr Online in bth versins is the same. 7

8 Supprt Infrmatin Refer t the sectins belw fr system and permissin requirements that must be in place prir t installing and using File Share Navigatr Online and ther cnfiguratin infrmatin abut File Share Navigatr Online. System Requirements Befre installing File Share Navigatr Online Administratin, make sure yur server meets the fllwing requirements. Cmpnent Requirements Operating System Windws Server 2008, Windws Server 2008 R2, Windws 7, Windws 8, Windws Server 2012, r Windws Server 2012 R2 Available Disk Space 1 GB r mre.net Framewrk Versin The.NET Framewrk 3.5.1, and.net Framewrk 4.5 (r later) must be installed..net Framewrk Features The Windws features, including.net Framewrk 3.5.1, HTTP Activatin, and Nn- HTTP Activatin must be installed. Windws Prcess Activatin Service The Windws Prcess Activatin Service must be started. Prcess Mdel,.NET Envirnment, and Cnfiguratin APIs must be installed. Wrld Wide Web Publishing Service The Wrld Wide Web Publishing Service must be started. Web Server (IIS) Rle Fr Windws Server 2008 SP2 and Windws Server 2008 R2 SP1: The fllwing Windws features shuld be installed: Web Server Cmmn HTTP Features (Static Cntent, Default Dcument) Applicatin Develpment (ASP.NET,.NET Extensibility, ISAPI Extensins, ISAPI Filters) Management Tls (IIS Management Cnsle, IIS 6 Management Cmpatibility, IIS 6 Metabase Cmpatibility, Management Service) Security (Windws Authenticatin) 8

9 Cmpnent IIS Admin Service Requirements Fr Windws Server 2012 and Windws Server 2012 R2: The fllwing Windws features shuld be installed: Web Server Cmmn HTTP Features (Static Cntent, Default Dcument) Applicatin Develpment (ASP.NET 3.5,.NET Extensibility3.5, ISAPI Extensins, ISAPI Filters) Management Tls (IIS Management Cnsle, IIS 6 Management Cmpatibility, IIS 6 Metabase Cmpatibility, Management Service) Security (Windws Authenticatin) The IIS Admin Service must be started. The fllwing are the supprted SQL server editins fr the File Share Navigatr Online Administratin Service: Micrsft SQL Server 2005 SP3 Micrsft SQL Server 2008 SP1 Micrsft SQL Server 2008 R2 Micrsft SQL Server 2012 Micrsft SQL Server 2012 SP1 Micrsft SQL Server 2012 SP2 Micrsft SQL Server 2014 SQL Server Express Permissin Requirements T install and use File Share Navigatr Online, ensure that the fllwing permissins are met: Permissins required when installing File Share Navigatr Online Administratin: Applicatin Pl Accunt These permissins must be manually cnfigured prir t using File Share Navigatr Online, they are nt autmatically cnfigured. The Applicatin Pl Accunt must meet the fllwing permissins: Read and Write permissins t the File Share Navigatr Online Administratin installatin directry 9

10 Read permissin t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\Micrsft\Windws\CurrentVersin\Unins tall\avepint File Share Navigatr Online Administratin SQL Permissins These permissins must be manually cnfigured prir t using File Share Navigatr Online, they are nt autmatically cnfigured. Server Rle f public and securityadmin in SQL Server (nly when cnnecting t an existing database) Server Rle f public, and dbcreatr in SQL Server (nly when creating a new database) The fllwing permissins are required fr users wh use File Share Navigatr Online in SharePint Online sites fr the fllwing File Share Navigatr Online features: SharePint Online Permissins - These permissins must be manually cnfigured prir t using File Share Navigatr Online in rder t access the features listed in the table belw. These permissins are nt autmatically cnfigured. The fllwing table lists the required permissins fr certain features: *Nte: The required permissins fr displaying File Share Navigatr Online related buttns are View Items, View Applicatin Pages, View Pages, and Open. File Share Navigatr Online Features Manual Synchrnizatin Create/View List/Jb Mnitr Dwnlad/View Reprt/Preview Dcument Uplad Dcument/Uplad Multiple Dcuments/New Flder Site Level List Level Flder Level Item Level Site Cllectin Admin Manage List View Items View Pages Use Remte Interfaces View Applicatin Pages Open View Items View Items View View Applicatin Applicatin Pages Pages View Pages View Pages Open Open View Items View Items Add Items View View *Nte: Edit Applicatin Applicatin Items is Pages Pages required nly View Pages View Pages 10

11 File Share Navigatr Online Features Site Level List Level Flder Level Item Level Open Open when yu use the Preview link and Dwnlad link features. Edit Dcument View Items View Items Edit Items View Applicatin Pages View Pages Open View Applicatin Pages View Pages Open Supprted Brwsers The fllwing table describes the supprted brwser versins: Brwser Versin Internet Explrer IE 10, IE 11 Ggle Chrme Latest versin Mzilla Firefx Micrsft Edge Latest versin Latest versin *Nte: File Share Navigatr Online 1 SP7 des nt supprt Safari brwser. 11

12 Preparing fr Installatin Befre yu install File Share Navigatr Online Administratin Service, yu must assign a public URL and apply fr a certificate fr the File Share Navigatr Online Administratin Service website. Refer t Assigning a Public URL t the File Share Navigatr Online Administratin Service Website and Applying fr a Certificate fr the File Share Navigatr Online Administratin Service Website fr detailed infrmatin. In additin, AvePint strngly recmmends that yu build a File Share Navigatr Online failver and lad balancing system. Refer t File Share Navigatr Online Administratin Failver and File Share Navigatr Online Administratin Lad Balancing fr detailed infrmatin. Assigning a Public URL t the File Share Navigatr Online Administratin Service Website Assign a public URL that will be mapped t the internal File Share Navigatr Online Administratin Service website. The public URL fr the service website is used t cmmunicate with SharePint Online and AvePint Online Services, which are in Micrsft Azure. Make sure that the File Share Navigatr Online Administratin Service website is accessible t the Internet thrugh this public URL. Applying fr a Certificate fr the File Share Navigatr Online Administratin Service Website Apply fr a certificate fr the File Share Navigatr Online Administratin Service website frm the Certificate Authrity. Nte the fllwing infrmatin when applying fr the certificate: Issued T Must be the same as the hst f the public URL fr the File Share Navigatr Online Administratin Service website. Passwrd Must be a certificate with a passwrd. (The passwrd is required when installing File Share Navigatr Online Administratin.) File Share Navigatr Online Administratin Failver Upn failure r abnrmal terminatin f a File Share Navigatr Online active server, File Share Navigatr Online Administratin can change ver t a standby File Share Navigatr Online Administratin server. T build a File Share Navigatr Online Administratin failver system: Install File Share Navigatr Online Administratin n at least tw servers. Use the same SQL database fr all f the File Share Navigatr Online Administratins. 12 Make sure the File Share Navigatr Online Administratin Service is added in any f the Service Cnnectins. This enables this File Share Navigatr Online Administratin server t be ne f the failver servers.

13 *Nte: File Share Navigatr Online Administratin failver des nt supprt scheduled synchrnizatin jbs. Scheduled synchrnizatin jbs are unique t the server n which they are cnfigured; these scheduled jbs d nt carry ver acrss multiple File Share Navigatr Online Administratin servers. They can nly be run by the server cnfigured in its Service Cnnectin, and the uplad files, dwnlad files, create new flders, manual synchrnizatins, and ther peratins will randmly pick up an available standby server t prcess the requests. File Share Navigatr Online Administratin Lad Balancing File Share Navigatr Online Administratin lad balancing aims t ptimize resurce use, minimize respnse time, and avid verlading a single server with requests. File Share Navigatr Online Administratin lad balancing randmly distributes requests such as uplading files and creating File Share Navigatr Online lists t available File Share Navigatr Online Administratin servers. T build a File Share Navigatr Online Administratin lad balancing system: Install File Share Navigatr Online Administratin n at least tw servers. Use the same SQL database fr all f the File Share Navigatr Online Administratins. Make sure the File Share Navigatr Online Administratin Service is added in any f the Service Cnnectins. This enables File Share Navigatr Online Administratin t be ne f the lad balancing servers. *Nte: File Share Navigatr Online Administratin Lad Balancing des nt supprt scheduled synchrnizatin jbs. Scheduled Synchrnizatin jbs are unique t the server n which they are cnfigured; these scheduled jbs d nt carry ver acrss multiple File Share Navigatr Online Administratin servers. They can nly be run by the server cnfigured in its Service Cnnectin, and the uplad files, dwnlad files, create new flders, manual synchrnizatins, and ther peratins will randmly pick up an available lad balancing server t prcess the requests. 13

14 Installatin Overview Prir t using File Share Navigatr Online, File Share Navigatr Online Administratin must be installed n yur servers and the File Share Navigatr Online app must be added n the chsen SharePint Online site. Click the link belw t view the crrespnding sectin. Installing File Share Navigatr Online Administratin Adding the File Share Navigatr Online App t Yur Site Installing File Share Navigatr Online Administratin Cmplete the fllwing steps t install File Share Navigatr Online Administratin: 1. Lg int AvePint Online Services and navigate t the File Share Navigatr Online interface t dwnlad the File Share Navigatr Online Administratin package. Click Tur n the tp navigatin bar t access the Tur page, click the Dwnlad link in sectin 1 t dwnlad the File Share Navigatr Online Administratin package. 2. Extract the package n the lcal server n which yu want t install File Share Navigatr Online Administratin. Duble-click the Setup.exe file in the extracted directry. The Welcme page appears. 3. Click Start t install File Share Navigatr Online Administratin. 4. Carefully review the License Agreement. After yu have read the agreement, select the I accept the terms in the license agreement checkbx. Click Next. 5. Click Brwse and select the lcatin fr the File Share Navigatr Online Administratin installatin. The default installatin lcatin is C:\Prgram Files\AvePint. Yu may install File Share Navigatin Online Administratin in anther lcatin. Click Next. 6. File Share Navigatr Online Administratin will perfrm a brief pre-scan f the envirnment t ensure that yur envirnment meets the requirements. The status fr each rule will be listed in the Status clumn. Click the link f the status t reveal mre infrmatin abut the scan results. If any rules fail the pre-scan, update yur envirnment t meet the requirements, then click Rescan t check yur envirnment again. Once all rules have passed, click Next. 7. Set up the service cnfiguratin: IIS Website Settings Cnfigure the IIS website settings fr the service. Yu can chse t use an existing IIS website. *Nte: AvePint recmmends that yu create a new IIS website fr File Share Navigatr Online. Using an existing IIS website may affect applicatins that currently use this website. 14

15 Use an existing IIS website Select an existing IIS website frm the drp-dwn list. Yu can adjust the Website Prt used t access the service if necessary. Create a new IIS website (recmmended) Enter the website name and create a new IIS website fr this service. The default Website Prt used t access this service is 18000; yu d nt need t change it unless a knwn prt cnflict exists. Website Prt Service cmmunicatin prt which is used t access the File Share Navigatr Online Administratin service, and cmmunicate with AvePint Online Services and SharePint Online. Website Certificate Enter the website certificate used t verify the site s validity and the certificate s passwrd. Refer t Applying fr a Certificate fr the File Share Navigatr Online Administratin Service Website fr details abut the certificate s requirements. Applicatin Pl Settings Cnfigure the IIS applicatin pl settings fr the File Share Navigatr Online Administratin Service website yu are creating. The applicatin pl prcesses all f the requests sent t the File Share Navigatr Online Administratin Service website, such as requests fr deleting a scheduled jb accunt, cnfiguring a prxy, r creating a File Share Navigatr Online list. Yu can use an existing applicatin pl r create a new ne. *Nte: AvePint recmmends that yu create a new IIS applicatin pl. Using an existing IIS applicatin pl may affect the features f the applicatins that currently use this applicatin pl. Use an existing applicatin pl Select an existing applicatin pl frm the drp-dwn list. If using an existing applicatin pl, the Applicatin Pl Accunt settings are greyed ut and cannt be changed. Create a new applicatin pl (recmmended) Enter the applicatin pl name and applicatin pl accunt settings t create a new IIS applicatin pl fr the website. *Nte: The applicatin pl accunt requires Read and Write permissins t the File Share Navigatr Online Administratin installatin directry, and Read permissin t the Registry (HKEY_LOCAL_MACHINE\SOFTWARE\Micrsft\Windws\CurrentVersin\ Uninstall\AvePint File Share Navigatr Online Administratin). Click Next t cntinue. 8. Enter the public URL f the File Share Navigatr Online Administratin Service website. Make sure the hst and the service websites share the same website certificate. Refer t Assigning a Public URL t the File Share Navigatr Online Administratin Service Website fr mre infrmatin Click Next t cntinue. 15

16 9. File Share Navigatr Online Administratin nly supprts MS SQL databases. Cnfigure the fllwing settings fr the database: a. Database Server The MS SQL Server name. b. Database Name Enter a database name fr the service. If the database des nt exist, it will be autmatically created in the cnfigured MS SQL Server entered abve. *Nte: File Share Navigatr Online requires an existing database fr SQL Azure servers. c. Database Credentials Select the credentials fr the database. Click Next t cntinue. Windws Authenticatin (the default ptin) Use this methd if yu want the user s identity t be cnfirmed by Windws. This accunt must have either the dbcreatr server rle in the SQL Server that will cntain the new database r the db_wner database rle in the existing database. SQL Authenticatin SQL Server will cnfirm the user s identity accrding t the user s accunt and passwrd. The accunt must have the fllwing permissins: db_wner database rle in the existing database r dbcreatr server rle in the SQL Server that will cntain the database. 10. The installatin summary displays all f the previus cnfiguratins. Click Install t prceed with the installatin, r click Back t change any f the previus settings. Click Cancel t abandn all cnfiguratins and exit the installatin wizard. 11. The installatin prcess displays n the prgress bar n the Installing page. 12. Once the installatin is cmplete, yu can either select Run File Share Navigatr Online Administratin after finishing the wizard t immediately lg int File Share Navigatr Online Administratin, r click Finish t cmplete the installatin and exit the wizard. 16

17 Adding the File Share Navigatr Online App t Yur Site Lg int AvePint Online Services and navigate t the File Share Navigatr Online interface t dwnlad the File Share Navigatr Online App file. On the File Share Navigatr Online interface,, click Tur n the tp navigatin bar t access the Tur page, and click the Dwnlad link in the sectin 3 t dwnlad the File Share Navigatr Online App file, and then refer t the fllwing steps t add the File Share Navigatr Online App t yur site: 1. Create an App Catalg Site with the File Share Navigatr Online App added t it. a. Click Admin > SharePint t g t the SharePint admin center in SharePint Online. b. Click apps n the left pane f the SharePint admin center. The apps page appears. c. Click App Catalg. The App Catalg Site page appears. Then select Create a new App Catalg Site Cllectin and click OK. d. On the Create a New App Catalg Site Cllectin page, enter the basic site cllectin infrmatin and click OK. A new App Catalg Site Cllectin is created. e. Access this App Catalg Site and click Apps fr SharePint n the left pane f the Apps fr SharePint page. f. Click New t uplad the File Share Navigatr Online App. The File Share Navigatr Online App is nw upladed t the created App Catalg Site. 2. Add the File Share Navigatr Online App int a SharePint Online Site. a. G t the SharePint Online site n which yu want t add the File Share Navigatr Online App. b. Click the Settings ( ) buttn n the upper-right crner f the site page and select Site Cntents frm the drp-dwn menu. The Site Cntents page appears. c. Click add an app. The Yur Apps page appears. Click Frm Yur Organizatin n the left pane f the page. d. Click File Share Navigatr Online App and then click the Trust It buttn. The File Share Navigatr Online App is nw added t yur SharePint Online site. 17

18 Updating File Share Navigatr Online A File Share Navigatr Online update cnsists f tw parts: Updating File Share Navigatr Online Administratin, and Updating File Share Navigatr Online List Settings. *Nte: Make sure there are n synchrnizatin jbs running during the File Share Navigatr Online update. Updating File Share Navigatr Online Administratin T cmplete the File Share Navigatr Online Administratin update, fllw the steps belw: *Nte: If yur envirnment is a File Share Navigatr Online Administratin lad balancing system, yu must update File Share Navigatr Online Administratin n all f the servers where it is installed. 1. Lg int AvePint Online Services and navigate t the File Share Navigatr Online interface t dwnlad the latest versin f the File Share Navigatr Online Administratin package. Click Tur n the tp navigatin bar t access the Tur page, click the Dwnlad link in sectin 1 t dwnlad the File Share Navigatr Online Administratin package. 2. Extract the package n the lcal server where yu installed File Share Navigatr Online Administratin. Duble-click the Setup.exe file in the extracted directry. An update cnfirmatin prmpt appears, click Yes t access the File Share Navigatr Online Administratin Update Wizard. 3. Click Update t update File Share Navigatr Online Administratin. 4. The update prcess displays via the prgress bar n the Updating page. 5. Once the installatin is cmplete, yu can either select Run File Share Navigatr Online Administratin after finishing the wizard t immediately lg int File Share Navigatr Online Administratin, r click Finish t cmplete the installatin and exit the wizard. Updating File Share Navigatr Online List Settings After updating File Share Navigatr Online Administratin, yu must run the Cnnectr.Lite.Online.Ts.exe file t update lists, settings, and data created in a previus versin t ensure the ld data runs prperly after the update. Cmplete the steps belw t run the tl: 1. G t any f the servers in yur envirnment where File Share Navigatr Online Administratin was installed. 2. Open the Cmmand prmpt with Run as administratin. 3. In the Cmmand prmpt interface, enter the fllwing cmmand t access the tl directry. cd "C:\Prgram Files\AvePint\File Share Navigatr Online Administratin\bin" *Nte: Use the actual full path where the tl resides in this cmmand. 18

19 4. Enter the fllwing cmmand t view the help infrmatin f this tl. If yu are already an experienced user f this tl, skip this step. Cnnectr.Lite.Online.Tls.exe help If yu want t view the help infrmatin f a certain peratin, use the fllwing cmmand: Cnnectr.Lite.Online.Tls.exe help [<peratin>] 5. Enter the fllwing cmmand t execute the update peratin. Cnnectr.Lite.Online.Tls.exe Upgrade [ siteurl <Enter the SharePint Online Site URL that yu want t update>] *Nte: The URL must be the SharePint Online site cllectin URL that yu want t update. 6. Enter the username f the SharePint Online site administratr and the crrespnding passwrd accrding t the prmpts. 7. The tl will begin updating these SharePint Online sites. After the jb is cmplete, the update status f all f the sites under this SharePint Online site cllectin will be displayed. 8. Repeat Step 5 t Step 7 t update the rest f the SharePint Online site cllectins. 19

20 Getting Started with File Share Navigatr Online After File Share Navigatr Online Administratin is installed and the File Share Navigatr Online App is added t the chsen SharePint Online site, File Share Navigatr Online is ready t be used. Yu can access File Share Navigatr Online in the fllwing ways: by lgging int the File Share Navigatr Online Administratin Service website, via AvePint Online Services r via the File Share Navigatr Online App. Refer t the sectins belw t start t use File Share Navigatr Online. User Rles Since File Share Navigatr Online is integrated with AvePint Online Services, File Share Navigatr Online user rles are integrated with the AvePint Online Services Tenant Users rle. The AvePint Online Services Tenant User rle cnsists f an Applicatin Administratr. The Applicatin Administratr can manage the File Share Navigatr Online Administratin Service Cnnectins, cnfigure a scheduled jb accunt, dwnlad lgs, and manage mappings. Fr mre infrmatin abut user rle management in AvePint Online Services, refer t the AvePint Online Services User Guide. SharePint Online-related features f File Share Navigatr Online require different permissins; refer t Permissin Requirements fr details. Using File Share Navigatr Online Administratin T lg in and use File Share Navigatr Online Administratin, cmplete the fllwing steps: 1. Click the File Share Navigatr Online Administratin shrtcut t access it, r navigate t Start > All Prgrams > File Share Navigatr Online Administratin, and click File Share Navigatr Online Administratin. The Sign in page appears. 2. Enter yur lgin infrmatin: a. Username Enter admin as yur username. b. Passwrd Enter yur passwrd. *Nte: When yu first lg int File Share Navigatr Online Administratin, the default passwrd is admin. AvePint recmmends yu change the passwrd after yur first lgin. 3. Click Sign in t access File Share Navigatr Online Administratin. 4. In the File Share Navigatr Online Administratin interface, click either the Service Settings tile, the Accunt Manager tile, r the Prxy Settings tile t cnfigure the crrespnding settings. 20

21 Service Settings View the service URL f File Share Navigatr Online and passphrase that will be used by File Share Navigatr Online t cnnect with the File Share Navigatr Online Administratin service. Click Generate t btain the passphrase, and click Save t save it. Accunt Manager Manage the users wh have permissin t access File Share Navigatr Online Administratin. Select the Change Passwrd checkbx t change yur passwrd, and click Apply t apply yur new passwrd. Prxy Settings Specify whether r nt t cnfigure a prxy fr cmmunicatin between File Share Navigatr Online Administratin Service and File Share Navigatr Online. Refer t the steps belw t cnfigure the prxy settings: i. Select either N Prxy r HTTP Prxy. If N Prxy is selected, n prxy will be cnfigured. T cnfigure a prxy, select HTTP Prxy. ii. Enter the fllwing infrmatin in the Prxy Settings field: Prxy Hst Specify the hst name r IP address f the prxy server. Prxy Prt Enter the prxy prt. The prxy prt must be an integer greater than r equal t zer. Username Enter the prxy username. Passwrd Enter the prxy passwrd. iii. Click Apply t apply this cnfigured prxy. If any changes are made t prxy settings that yu have already cnfigured (fr example, switching t N Prxy frm HTTP Prxy when a prxy has been cnfigured and applied), yu must restart the IIS and the File Share Navigatr Online Administratin Service t bring the changes int effect. *Nte: Make sure that the specified prxy server can access the Internet. Accessing File Share Navigatr Online frm AvePint Online Services Fllw the steps belw t access and manage File Share Navigatr Online frm AvePint Online Services: 1. Navigate t the AvePint Online Services sign in page. Fr details abut accessing and using AvePint Online Services, refer t the AvePint Online Services User Guide. 2. Click File Share Navigatr Online n the Hme page t access File Share Navigatr Online. 3. On the File Share Navigatr Online page, yu can perfrm the fllwing actins n the navigatin bar: 21

22 Figure 1: Navigatin bar. Tur This page gives yu a quick verview f hw t use File Share Navigatr Online and File Share Navigatr Online terms. Managing Administratin Service Cnnectins Dwnlading Lgs Managing Mappings Submitting Feedback On the main page, yu can intuitively view the number f cnnectins, dmain mapping, user mappings and permissin mappings, and directly g t the crrespnding page via the page links. Managing Administratin Service Cnnectins File Share Navigatr Online Administratin Service Cnnectin cnnects File Share Navigatr Online with SharePint Online sites, allwing the service t perfrm scheduled synchrnizatin jbs, uplad and dwnlad dcuments, and create new flders. All f the cnfigured cnnectins will be catalged by the service URL n the Cnnectins page and all f the sites cnnected t the same service will be displayed under its service bar. Figure 2: Cnnectins page. On the service bar, yu can perfrm the fllwing actins: 22

23 Add Cnnectin ( ) T create a service cnnectin, click Add Cnnectin n the tp f the Cnnectins page r click Add Cnnectin n the service bar. Refer t Cnfiguring Administratin Service Cnnectins fr details. *Nte: The site will inherit its tp-level site s service cnnectin if this site has nt been cnfigured as a unique service cnnectin. If the tp-level site has multiple levels f sites, each level s site will inherit the tp-level site s service cnnectin instead f its parent site s service cnnectin. Fld the Service Bar ( ) Click the DOWN ARROW t fld the sites cnnected t this service s nly the service URL bar shws. Unflder the Service Bar ( ) Click the UP ARROW t unfld the service bar t shw all f sites cnnected t this service. Redirect t the File Share Navigatr Online Administratin ( ) Click the redirect icn t g t the lgin page f the crrespnding File Share Navigatr Online Administratin. Display the Number f Sites Cnnected t the Service Display the number f sites that have been cnnected t this service next t the redirect icn. Yu can perfrm the fllwing actins n each cnnectin: Edit Cnnectin ( ) Click Edit Cnnectin n a desired cnnectin t mdify the cnnectin settings. In the Edit Cnnectin page, yu can mdify the service infrmatin fr the cnnectin. Refer t Cnfiguring Administratin Service Cnnectins fr mre details. *Nte: If yu change the Service URL and the File Share Navigatr Online Administratin Service uses a different database, all previusly synchrnized data will be lst. Remve Cnnectin ( ) Click Remve Cnnectin n a desired cnnectin t remve the cnnectin settings. All f the File Share Navigatr Online related functins in this site will be unavailable after remving the cnnectin. Redirect t the Site ( ) Click the redirect icn t access the crrespnding SharePint Online site. Cnfiguring Administratin Service Cnnectins Fllw the steps belw t create an Administratin Service cnnectin: 1. Click Add Cnnectin n the upper-left crner. The Add Cnnectin page appears. 2. Cnfigure the service infrmatin. Service URL Enter the URL f the File Share Navigatr Online Administratin service. The service URL is displayed in File Share Navigatr Online Administratin; refer t Using File Share Navigatr Online Administratin fr instructins n btaining the URL. Passphrase Enter the passphrase fr cnnecting the File Share Navigatr Online Administratin service. The passphrase is generated in File Share Navigatr Online 23

24 Administratin, refer t Using File Share Navigatr Online Administratin fr instructins n generating a passphrase. Username Enter a user t verify the existence f the SharePint Online user. The user must be a site cllectin administratr f the sites being added in Step 3. *Nte: If the cnfigured user passwrd has changed, yu must recnfigure the Service Cnnectin. Passwrd Enter the related passwrd f the user. 3. Add the sites that yu want t cnnect t the service yu cnfigured abve. Enter the site URL in the SharePint Online Sites text bx, and click Add t add it. The added site will be displayed under the text bx. Yu can cntinue t enter site URL in the text bx t add mre sites. Yu can click t delete the added site. 4. Cnfigure the scheduled jb accunts in rder t perfrm the scheduled synchrnizatin jbs. The scheduled jb accunt wner must be a site cllectin administratr. Enter the username and crrespnding passwrd in the text bxes, and click Add t add a scheduled jb accunt. The cnfigured scheduled jb accunt will be displayed under the text bx. Yu can click t delete the added scheduled jb accunt. AvePint recmmends yu cnfigure multiple accunts fr each site s that File Share Navigatr Online can allcate the accunts t run the scheduled synchrnizatin jbs randmly, which will prevent the Micrsft Runtime Errr 429 issue and the Micrsft 503 Service Unavailable issue. *Nte: The site will inherit its tp-level site s scheduled jb accunt if this site has nt been cnfigured as a unique scheduled jb accunt. If the tp-level site has multiple levels f sites, each level s site still inherits the tp-level site s scheduled jb accunt instead f its parent site s scheduled jb accunt. 5. Click Save t save the cnnectin. Dwnlading Lgs Yu can use the Dwnlad Lgs feature t dwnlad lgs fr a server n which the File Share Navigatr Online Administratin Service is installed in rder t view details abut File name, File URL, List URL, Site URL, Username, Date and Time, and Operatin. Currently, the lgs nly recrd the Dwnlad peratin perfrmed in SharePint Online. On the Dwnlad Lgs page, yu can dwnlad lgs during a specified time range by selecting Last 3 Days, Last 7 Days, r Last 15 Days frm the drp-dwn list, and then click Dwnlad All Lgs t dwnlad lgs fr all services r click Dwnlad ( ) in the Actin clumn n a desired service t dwnlad this service s lgs. Yu can als search certain services by entering keywrds f the service URL in the search text bx and then dwnlad their lgs in certain days. 24

25 *Nte: T access generated lgs that exceed 15 days, g t the path where File Share Navigatr Online Administratin is installed. The lg files are stred in the Reprt flder under this path. Managing Mappings Mapping Manager allws administratrs t map permissins, users, and dmains in a file system with the permissins, users, and dmains in SharePint Online by defining Dmain Mapping, User Mapping, and Permissin Mapping. Refer t the fllwing sectins t decide whether r nt t cnfigure the mapping settings, and learn hw t cnfigure the mapping settings. Dmain Mapping When there are users with the same name but different dmains in the file system and SharePint Online, yu can map a file system dmain name t a SharePint Online dmain name by using a dmain mapping. During the synchrnizatin jb, File Share Navigatr Online will replace the file system dmain name with the dmain name in SharePint Online. Managing Dmain Mappings Click Mappings t select Dmain Mapping n the navigatin bar r click View Dmain Mappings n the Hme page, and the Dmain Mapping page appears. The Dmain Mapping page displays all f the previusly cnfigured dmain mappings. Yu can change the number f dmain mappings displayed per page and the rder in which they are displayed. T change the number f dmain mappings displayed per page, select the chsen number frm the Shw rws drp-dwn menu in the lwer-right crner. T srt the dmain mappings, click the UP ARROW/DOWN ARROW in the Dmain Mapping clumn t ascend r descend the dmain mappings. Create Mapping Click Create Dmain Mapping t create a dmain mapping. Refer t Cnfiguring Dmain Mappings. Edit Mapping ( ) Click Edit in the Actins clumn n a desired dmain mapping t edit its settings.. Refer t Cnfiguring Dmain Mappings fr mre details. Delete Mapping ( ) Click Delete in the Actins clumn t delete a dmain mapping. View Mapping Click the name link in the Dmain Mapping clumn t view the mapping details. On the View Dmain Mappings page, yu can als click Edit n the lwer-right crner t make changes t the dmain mapping s settings, and then yu will be navigated t the Edit Dmain Mapping page. Search Enter the keywrds f dmain mapping names in the search bx and click Search ( ) t narrw dwn the search results and find the dmain mappings. 25

26 Cnfiguring Dmain Mappings Fllw the steps belw t cnfigure a Dmain Mapping: 1. Click Create Dmain Mapping and the Create Dmain Mapping page appears. 2. Cnfigure the settings fr the dmain mapping that yu want t create: Name Enter a name fr the dmain mapping that yu are abut t create. Descriptin Enter an ptinal Descriptin fr this dmain mapping fr future reference. Add Mapping Rules Define hw a dmain name used in the file system will be mapped with a dmain name used in SharePint Online. Add Enter the surce dmain name and the destinatin dmain name in the crrespnding text bxes, and click Add. The added mapping will be displayed in the table belw. The surce name represents the dmain name in the file system, and the destinatin dmain name represents the dmain name used in SharePint Online that yu want t map t. Delete ( ) Click Delete in the Actins clumn t remve a mapping. 3. Click Create t save the cnfiguratins and the new dmain mapping is successfully created. User Mapping User mapping maps an existing username in a file system t an existing username in SharePint Online. Fr example, yu can use a user mapping if a user has a different username in Dmain A than in Dmain B, r if yu want t synchrnize an individual user s cntent, permissins, and metadata in Dmain A with anther user in Dmain B. File Share Navigatr Online will replace the file system username with the specified SharePint Online username during a synchrnizatin jb. In this way, the file system username s cntent, permissins, and metadata will nt be lst and the SharePint username t which the file system username is mapped will wn the cntent, permissins, and metadata. Managing User Mappings Click Mappings t select User Mapping n the navigatin bar r click View User Mappings n the Hme page, and the User Mapping page appears. The User Mapping page displays all f the previusly cnfigured user mappings. Yu can change the number f user mappings displayed per page and the rder in which they are displayed. T change the number f user mappings displayed per page, select a number frm the Shw rws drp-dwn menu in the lwer-right crner. T srt the user mappings, click the UP ARROW/DOWN ARROW in the User Mapping clumn t ascend r descend the user mappings. Create Mapping Click Create User Mapping t create a user mapping. Refer t Cnfiguring User Mappings. Edit Mapping ( ) Click Edit in the Actins clumn n a desired user mapping t edit its settings. Refer t Cnfiguring User Mappings fr mre details. 26

27 Delete Mapping ( ) Click Delete in the Actins clumn t delete a user mapping. View Mapping Click the name link in the User Mapping clumn t view the mapping details. On the View User Mapping page, yu can als click Edit n the lwer-right crner t make changes t the user mapping s settings, and then yu will be brught t the Edit User Mapping page. Search Enter the keywrds f user mapping names in the search bx and click Search ( ) t narrw dwn search results and find certain user mappings. Cnfiguring User Mappings Fllw the steps belw t cnfigure a User Mapping: 1. Click Create User Mapping and the Create User Mapping page appears. 2. Cnfigure the settings fr the user mapping that yu want t create: Name Enter a name fr the user mapping that yu are abut t create. Descriptin Enter an ptinal Descriptin fr this user mapping fr future reference. Add Mapping Rules Define hw the existing username in the file system will be mapped with the existing SharePint Online username. Add Enter the surce username and the destinatin username in the crrespnding text bxes, and click Add. The added mapping will be displayed in the table belw. The surce username fllws the frmat belw: dmain\user; and the destinatin username which the surce user maps t fllws the frmat belw: Delete ( ) Click Delete in the Actins clumn t remve a mapping. 3. Click Create t save the cnfiguratins. Permissin Mapping File Share Navigatr Online allws yu t map permissins in a file share system t SharePint permissins. After the synchrnizatin jb, permissins in the file share system will be replaced with SharePint permissin levels accrding t the rules in the Default Permissin Mapping r yur specified permissin levels in the custmized permissin mappings. Managing Permissin Mappings Click Mappings t select Permissin Mapping n the navigatin bar r click View Permissin Mappings n the Hme page, and the Permissin Mapping page appears. The Permissin Mapping page displays all f the previusly cnfigured permissin mappings. Yu can change the number f permissin mappings displayed per page and the rder in which they are displayed. T change the number f permissin mappings displayed per page, select a number frm the Shw rws drp-dwn menu in the lwer-right crner. T srt the permissin mappings, click the UP ARROW/DOWN ARROW in the Permissin Mapping clumn t ascend r descend the permissin mappings. 27

28 Create Mapping Click Create Permissin Mapping t create a permissin mapping. Refer t Cnfiguring Permissin Mappings. Edit Mapping ( ) Click Edit in the Actins clumn n a desired permissin mapping t edit its settings. Refer t Cnfiguring Permissin Mappings fr mre details. Delete Mapping ( ) Click Delete in the Actins clumn t delete a permissin mapping. View Mapping Click the name link in the Permissin Mapping clumn t view the mapping details. On the View Permissin Mapping page, yu can als click Edit n the lwer-right crner t make changes t the permissin mapping s settings, and yu will be navigated t the Edit Permissin Mapping page. Manage SharePint Permissin Level In additin t default and specified SharePint permissin levels, yu can als custmize permissin levels. Click Create Permissin Level and click the Manage SharePint Permissin Level link, yu will be navigated t the Manage SharePint Permissin Level page. Fr mre infrmatin, refer t Managing SharePint Permissin Levels. Search Enter the keywrds f permissin mapping names in the search bx and click Search ( ) t narrw dwn search results and find certain permissin mappings. Cnfiguring Permissin Mappings Fllw the steps belw t cnfigure a Permissin Mapping: 1. Click Create Permissin Mapping, and the Create Permissin Mapping page appears. 2. Cnfigure the settings fr the permissin mapping that yu want t create: Name Enter a name fr the permissin mapping that yu are abut t create. Descriptin Enter an ptinal Descriptin fr this permissin mapping fr future reference. Add Mapping Rules Define hw permissins in the file system will be mapped with SharePint Online permissins. In the Surce Permissin Name clumn, nly the fllwing file system permissins are supprted: Full Cntrl, Mdify, Read and Execute, Read, and Write. Select a SharePint Online permissin frm the drp-dwn list in the Destinatin Permissin Name clumn t apply it t the crrespnding file system permissin. 3. Click Create t save the cnfiguratins. Managing SharePint Permissin Levels Click the Manage SharePint Permissin Level buttn n the Permissin Mapping page, yu will be navigated t the Manage SharePint Permissin Level page. This page displays all f the existing permissin levels, including custmized permissin levels as well as the default permissin levels (Cntribute, Design, Edit, Full cntrl, Read, and View Only). The default permissin levels cannt be edited r deleted. 28

29 Create SharePint Permissin Level Click the Create SharePint Permissin Level buttn, the Create SharePint Permissin Level page appears. Fllw the steps bellw t create a new permissin level. i. Name Enter a name fr the permissin level that yu are abut t create. ii. Descriptin Enter a Descriptin fr this permissin level. iii. Permissins Chse which permissins t include in this permissin level. Yu can select specified permissins f List Permissins, Site Permissins, and Persnal Permissins by selecting the checkbx next t the permissin. Check the Select All checkbx t select r clear all permissins. iv. Click Create t save the cnfiguratins and return t the Manage SharePint Permissin Level page, r click Back t Manage SharePint Permissin Level t return t the Manage SharePint Permissin Level page withut saving any changes. Edit ( ) Click Edit in the Actins clumn n a desired permissin level t edit its settings. Delete ( ) Click Delete in the Actins clumn t delete a permissin level. View Click the name link in the SharePint Permissin Level clumn t view the permissin level details. On the View SharePint Permissin Level page, yu will see the previusly cnfigured settings fr this permissin level and yu can als click Edit n the lwer-right crner t make changes t the permissin level. Search Enter the keywrds f SharePint permissin level names in the search bx and click Search ( ) t narrw dwn search results and find certain SharePint permissin levels. Submitting Feedback AvePint prvides a platfrm t cllect feedback where yu can prvide suggestins fr prduct features frm yur File Share Navigatr Online experience. Refer t the fllwing steps t submit feedback: 1. Click Submit Feedback ( ) n the navigatin bar. 2. On the Submit Feedback page, cnfigure the fllwing settings: a. Rate Yur File Share Navigatr Online Experience Click the stars t evaluate yur File Share Navigatr Online experiences. b. Yur Suggestin Enter yur suggestins abut File Share Navigatr Online features. 3. Click Submit t submit yur feedback, r click Cancel t return t File Share Navigatr Online hmepage withut submitting yur feedback. 29

30 Accessing and Managing File Share Navigatr Online App Fllw the steps belw t access and manage the File Share Navigatr Online App: 1. Access the site where the File Share Navigatr Online App is added. 2. Navigate t Settings > Site cntents, find and click the File Share Navigatr Online app frm the Lists, Libraries, and ther Apps sectin. The File Share Navigatr Online page appears. 3. Click Create List, View List, r Jb Mnitr t access the features n the Hme page. Click the fllwing links t view t the related sectins. Yu can als click quick links n the navigatin bar in the upper-right crner f the page t access the features. Creating File Share Navigatr Online Lists Viewing File Share Navigatr Online Lists Jb Mnitr Creating File Share Navigatr Online Lists Fllw the steps belw t create a File Share Navigatr Online list: 1. Click Create List. The Create List page appears. 2. Cnfigure the fllwing settings: Name - Enter the name f the list. Descriptin Enter an ptinal descriptin f the list. Navigatin Chse whether r nt t display this list n the Quick Launch. Strage Settings Cnfigure the strage lcatin where the list s files reside. Enter the strage path, and enter the credentials t use t access the path. The user fr accessing the strage path must have the fllwing permissins: If the lcatin is a shared flder, this user must have the Read and Write permissin t this flder; If the lcatin is a UNC path r yur lcal shared flder, this user must be the Lcal Administratr. Permissin Settings By default, a list inherits permissins frm its parent site. If yu select this ptin, the list permissins inherited frm the parent site are brken. Instead, the file system permissins are synchrnized t the list after running the synchrnizatin jb. If yu want t synchrnize file system permissins with SharePint Online permissins, select the Lad permissins frm file system checkbx and the fllwing tw ptins appear: 30

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