Archive for the ‘FileCloud Online’ Category

FileCloud Recognized in List for “Top 10 Content Security Providers 2022”

FileCloud was recently named in the GRC Outlook’s listing of Top 10 Content Security Providers for 2022. This list, compiled by a panel of experts, assessed solutions that protect client-side environments using content security strategies.

Securing Content in 2023

Ransomware and cyberattacks are becoming more sophisticated, prevalent, and expensive. An IBM report on data breaches revealed that a data breach in the United States costs, on average, $9.44 million. (Data breaches globally are lower, with an average cost of $4.35 million.)[1]

Having a layered defense in place, like firewalls, antivirus scanning, end-to-end encryption, and two-factor authentication, help reduce the attack surface of an environment. However, creating a comprehensive content security policy takes resources, time, and expertise to implement, which can serve as barriers to small businesses or enterprises with complex infrastructure.

Furthermore, there are many solutions on the market, ranging from singular plug-in style solutions to comprehensive platforms that provide an all-in-one experience.

Picking the solution that meets your business needs is a challenge, especially when trying to balance against budget, ease of use, vital functionalities, and future needs in line with business growth.

GRC Outlook Magazine is here to help clients do just that – evaluate all the options throughout the market to identify the best solutions serving governance, risk, and compliance (GRC).

What is GRC Outlook Magazine?

GRC Outlook Magazine evaluates emerging trends, frameworks, tools, and systems that address compliance and security requirements across industries. The magazine serves as a resource for CIOs and CISOs, with experts making up the editorial team, including industry veterans, editors, and cybersecurity specialists.

The Top 10 Content Security Providers for 2022 list focuses on solutions that secure client-side infrastructure using innovative technology that adequately responds to emerging cyber threats and trends. FileCloud is delighted to be recognized as a comprehensive solution that supports clients and end users in establishing and maintaining a robust content security framework.

You can read the full issue from GRC Outlook Magazine!


GRC Outlook Magazine Issue Cover


Why FileCloud?

FileCloud’s mission is to build a hyper-secure content collaboration and processes platform that customers love to use. The FileCloud solution aims to give IT admins fine-tuned controls over the environments they’re tasked with maintaining, while also providing a flexible and easy-to-use platform for end-users. Functional use is married seamlessly with cutting-edge security tools and systems.

As a comprehensive solution, FileCloud provides an array of choices so you can deploy FileCloud in the manner that best meets your needs. Choose between cloud, hybrid, or on-premises environments, with additional configurations to meet government regulations. Run FileCloud on a FIPS-enabled environment, opt for maximum security with 256-bit AES encryption, or deploy in GovCloud for a compliant, cloud-enabled solution.

Selecting your deployment model is only the beginning. FileCloud incorporates powerful security features, so you maintain control over your data without sacrificing user experience. Features include:

  • AES 128- or 256-bit encryption for data at rest
  • SSL/TLS encryption for data in transit
  • Comprehensive, unchangeable audit logs
  • Built-in and custom reports
  • Two-factor authentication
  • Role-Based Access Controls (RBAC)
  • Security policies
  • Endpoint protection
  • Granular file and folder permissions
  • Antivirus scanning and ransomware protection
  • Single-Sign On (SSO) and SIEM integration
  • Compliance support (HIPAA, GDPR, ITAR)
  • Zero Trust File SharingSM

Zero Trust File SharingSM

Zero Trust has become a hot topic when it comes to cybersecurity trends for 2023. We wrote a blog post about it, discussing how Zero Trust is being emphasized as the leading strategy to address cybersecurity concerns.

FileCloud understands how important a Zero Trust approach will be when it comes to securing sensitive data. That’s why we developed and recently launched our newest feature: Zero Trust File SharingSM.

End users can create and share Zero Trust files and folders, expanding on FileCloud’s hyper-secure collaboration potential. This new feature enables seamless coordination between internal and external teams. Clients, stakeholders, vendors, and partners benefit from easy access, while employees maintain control over data within a Zero Trust framework.

Zero Trust File SharingSM functions via FileCloud Zip file support to provide perimeterless security for data in transit in three easy steps:

  1. Create a Zip file
  2. Add password-protection
  3. Upload the necessary data

Users can then update, view, and even share Zip files with collaborators, much like any other file or folder in FileCloud. The Zero Trust password is never stored in FileCloud, ensuring that data is protected in case of a breach.

Shared Zip files can be set with read-only or read-write permissions. Users with read-only access can preview or download files. Users with read-write access can preview and download files, as well as add or delete files.

Interested in exploring FileCloud? Sign up for a free trial or schedule a demo!


Article written by Katie Gerhardt, Junior Product Marketing Manager




FileCloud Best Practices: How to Use Two-Factor Authentication with External Accounts – Automatically

This is the next blog post in our FileCloud Best Practices series. We previously covered how to use external accounts for private, secure sharing. We have also reviewed how to automate the maintenance of external accounts.

Depending on your FileCloud license, your system can enable multi-factor authentication (MFA) with External Accounts. To do this automatically, each new account created needs to be added to a particular External Account policy group.

We will go through all the steps needed to configure this.

Create an External User Policy Group

The first thing we need to do is create a new User Policy group that will be used to configure MFA for all External Users.

Go to: Admin UI > Settings > Policies > New Policy

We will name this group “External Users” for this example, but you can use any other name.

Once created, edit the policy group and change the MFA settings to your preference (for example, Email).

Create a Workflow to Add New External User Accounts to the “External Users” Policy Group

Now we will create the workflow to move every new External User Account to the Policy user group we recently completed.

Go to: Admin UI > Workflows > New Workflow and select “Add Workflow.” We will create a new workflow with the condition being “If a new user is created.”

Required parameters:

"user_access_level": "USER_ACCOUNT_LIMITED_ACCESS"

In the dropdown for the “THEN” Action, select “Set user policy”

Required Parameters:

"policy_name": "External Users,"

Finally, name the new workflow. This can be whatever helps you remember the purpose of the workflow.

Now the system is configured to automatically add new external users to the External Users Policy, which applies two-factor authentication.

See It In Action

Log in to the user UI, create a new share, and add a new user account.

Note: If you want to learn how to enable the feature to automatically create new accounts when creating a new share, please visit our previous blog post, FileCloud Best Practices: How to Use Private Shares and External User Accounts.

Once completed, you can log in to your admin portal and check the new user account. Go to Settings > Policies and view the policy users section; you will see the recently created account added to the policy group:

You can also verify if your workflow is working by reviewing the audit records and filter using the Workflow name:

This completes our three-part series on sharing files privately with External Users.

Note: MFA for External Users is part of the Advanced License; if you don’t have this feature and are interested in trying it or seeing pricing, please reach out to your CSM representative or contact us.


Article written by Daniel Alarcon, Technical Support Manager

Edited by Katie Gerhardt, Junior Product Marketing Manager


FileCloud 21.3 Expands Compliance Center and Adds Google Docs Integration

New Compliance Center tabs for GDPR and HIPAA, a revamped admin dashboard, Google Docs Integration, and more

The newest release of FileCloud builds on existing features and also adds some new ones to upgrade user and admin experiences and improve ease of use.

An improved admin interface makes it easier to find and leverage information. GDPR and HIPAA tabs in the FileCloud Compliance Center join the ITAR tab in the Compliance Center that was launched with the 21.2 release. Google Docs integration means users can now edit files using Google Apps without leaving the FileCloud environment.

The 21.3 release also includes improvements for FileCloud Online. A new interactive tour helps onboard new users. Admin-users are empowered with a mini admin portal where they can easily access administrative features without switching screens.

Read on for more details on each of these improvements!

Improved Admin Interface

The admin dashboard is a critical element that defines, supports, and protects your FileCloud environment. With the 21.3 release, the admin dashboard and login portal have been refreshed with a new look and feel, alongside targeted feature upgrades. Admins can now rely on quick action and alert links at the top of the page for timely notifications and access.

The dashboard embraces a new level of customization with drag-and-drop widgets. Admins can use these widgets to prioritize or sort information based on where they place the widget within the panel. Widgets can also be resized or removed entirely and added back at any time.

Admin Panel White Background

Information within the widgets has also been optimized to provide more meaningful insights at a glance. For example, “File Type Distribution” and “User Distribution” widgets provide exact numbers when you hover over the pie charts. Specific numbers replace percentages entirely in the “System Summary” widget for usage amounts (GB) and number of users.

Compliance Center Tabs for GDPR and HIPAA

FileCloud initially released the Compliance Center with a specific configuration for ITAR compliance. This powerful tool now offers configurations for HIPAA and GDPR compliance.

These configurations (presented as tabs in the FileCloud Compliance Center) provide a list of compliance requirements. FileCloud tools and settings are paired with requirements to create a powerful and flexible set of recommendations to help govern your FileCloud environment.

Compliance Center HIPAA

Through routine scanning and automated notifications, the Compliance Center can help flag potential compliance violations and provide a solution within FileCloud. Solutions may involve updating DLP rules, adding new metadata sets, or implementing more restrictive share policies, among many others. Some solutions can be enabled directly from the Compliance Center.

Rules in the Compliance Center can be enabled or disabled as needed, to reflect a company’s external tools or solutions that may already answer a specific requirement. This ensures that your Compliance Center is working in concert with your organization’s overall processes.

Lastly, the Compliance Center Overview tab provides a search filter in the “Recent Events” column to support admins in locating specific events. This function is particularly useful for organizations working with multiple compliance configurations. The filter can capture all events across configurations or include results for specific configurations. It can also be adjusted to include information or violation events only.

Compliance Center Overview

Google Docs Integration

Since launching the Microsoft 365 and OnlyOffice integrations, the next step for FileCloud was to develop an integration for the Google Workspace. With the 21.3 release, users will be able to open, edit, save, and share Word documents, Excel files, and PowerPoint spreadsheets using Google Docs, Sheets, or Slides without ever leaving their FileCloud environment.

To enable this feature, admins must first complete a one-time configuration within the Google Cloud Platform and FileCloud’s Admin Portal (under web-edit settings). This configuration ensures that Google and FileCloud recognize one another and that the Google Apps will appear as an option through Desktop Edit in your FileCloud environment.

More information on how to perform this configuration can be found in this FileCloud Documentation.

WebEdit with Google Docs

Once the configuration is complete, users will be able to edit docx, pptx, and xlsx files using Google Apps (along with any other web edit applications like OnlyOffice or Office Online). The edit feature is restricted to the web and desktop versions of FileCloud. Mobile app users can view but not edit files in Google Apps.

FileCloud Online Improvements

FileCloud Online is also seeing significant improvements with the 21.3 release. Two major changes aim to facilitate ease of use for FileCloud Online users and admins.

Get Started With FileCloud

Users new to FileCloud Online are now greeted with a “Get Started with FileCloud” dialog box when they log in for the first time. By clicking “Let’s Go,” the user begins an interactive tour of their FileCloud Online environment. This tour guides users through foundational actions in FileCloud like uploading files and folders, setting share options, and updating the theme. Users can track their tour progress with the handy completion percentage.

FileCloud Online Interactive Tour

Mini Admin Portal

FileCloud Online is an optimized, secure platform that enables organizations to immediately begin using their FileCloud environment without worrying about managing cloud infrastructure. Your organization maintains control over a variety of security and customization options through administrative policies. The Admin Dashboard is the traditional location where your designated admins can implement changes to your FileCloud Online environment.

It can be inconvenient though to bounce back and forth between user and admin accounts. That’s why FileCloud Online now supports a mini admin portal accessible from within a user account. Admin-users can find this portal link at the bottom of the navigation pane (though it is only visible to those with the “mini admin” permission ticked in their “Admin Role”).

Following the mini admin link opens a dashboard with many commonly accessed administrative operations. Admin-users can implement or update policies without ever leaving their user portal. For any policies that cannot be directly managed in the mini admin portal, admin-users can follow links to the relevant policy screen in the full admin portal.

FileCloud Online Mini Admin Portal


FileCloud is an adaptive, hyper-secure file sharing, storage, and collaboration solution that seeks to resolve everyday and emerging problems across the digital landscape.

An organization’s data is more valuable than ever. FileCloud has all the right tools and the innovative scope to support security while preserving access and collaborative momentum.

For more information on what FileCloud can do for you, take a tour, explore pricing, or sign-up for a free trial!

Unstructured Data Storage Solutions

Unstructured Data Storage Solutions

Leveraging business insights to grow your company or improve a product or service is easy when you have access to structured data. This data has already been labeled, categorized, and essentially optimized for analysis.

In comparison, unstructured data remains difficult to analyze. This is partly due to the sheer variety of file types and the unsorted content they contain.

To give you the edge in fast-paced markets and industries, the right data storage solution will not only store your unstructured data but also automatically sift and analyze your data to glean actionable insights.

With the advent of artificial intelligence and machine learning, more data storage solutions and platforms are gaining this ability. Once the treasure trove of unstructured data is unlocked, there is boundless potential for optimization of business processes as well as targeted improvement of products and services.

What is Unstructured Data?

To understand unstructured data, it helps to first define structured data.

Structured Data

Defined as data that incorporates relations between entities and variables, structured data is typically quantitative. This type of information can be easily rendered in spreadsheets since the categories of data are predefined.

Some common examples of structured data include names, dates, and addresses, credit card numbers and other Personally Identifiable Information (PII), stock information and financial trends, and geolocation coordinates, among others. Structured data has formed the backbone of business intelligence because it is easily read, filtered, and analyzed by machine and coding languages.

Structured data is stored specifically in Relational Database Management Systems (RDBMS), which enable users to add, search, or manipulate data using a specific programming language called Structured Query Language (SQL). This language was developed in the 1970s by Donald D. Chamberlin and Raymond F. Boyceat, programmers at IBM, and officially adopted by ANSI and ISO standard groups in 1986.

Unstructured Data

Now that we’ve explored what structured data is, we can better understand the role unstructured data plays in business operations and growth opportunities.

Unstructured data is essentially remaining types of data or qualitative data. Text files like email messages and word processing documents, audio and media files, social media posts, graphics, and surveillance/satellite imagery all count as unstructured data.

Unstructured data is maintained in its native formats and has not been sorted or labeled; it cannot be translated into a spreadsheet through programming commands, nor can it be stored in a relational database in its raw format.

Without the predefined data model of entities, variables, and relations, running automated analyses of unstructured data is much more difficult.

Growth in Unstructured Data

Opting to work only with structured data is not an option for modern businesses and organizations. According to MongoDB, “80 to 90 percent of data generated and collected by organizations is unstructured,” and the volume of this type of data is growing exponentially, especially compared to the growth of structured data.

The knowledge we can gain from unstructured data is far-reaching and rich in diversity, particularly as more people gain access to the internet and technological devices. We are creating more data than ever before, and this data can be used for nearly any purpose:

  • Advertising companies can use unstructured data to pick up on trending topics among interest groups or target audiences.
  • Governments and global think tanks can chart movements or changes of populations, which then influence policy proposals.
  • Logistics companies and manufacturers can better understand how their processes affect end products.
  • Banking and Financial Institutions can refine existing services and develop new tools to fill gaps in customer support.
  • Hospitality and Entertainment corporations can identify meaningful investment opportunities for expanded properties or amenities.
  • Real Estate firms can more adeptly respond to buyers and sellers according to swiftly changing needs and market shifts.

These are only a few examples of how mining unstructured data can support common industry objectives. If it can be imagined, relevant unstructured data likely already exists – reams of valuable information that can revolutionize how businesses and organizations respond to their clients and constituents.

However, the tools needed to properly analyze unstructured data are relatively new in the field. Thus, tapping into the knowledge contained in unstructured data remains a major challenge for businesses and organizations, up to 95% of those polled by TechJury). Furthermore, “97.2% of organizations are investing in big data and AI” to develop adept solutions to unstructured data. Emerging tools and technologies will empower companies and organizations with the ability to leverage both data and content insights, expanding beyond business intelligence into lustrous fields of predictive analytics, machine learning, and data discovery and profiling.

Manage and Store Unstructured Data

To work with unstructured data, we must first be able to retain and store unstructured data. As before, we’ll first review structured data to understand the roots of data storage.

Capture and Store Unstructured Data

Data Warehouses

SQL databases (a type of RDBMS) are built for structured data – quantitative, numerical-based information comprising variables and entities. The tabular nature of RDBMS means that storage solutions take up less space and are also easily scaled within data warehouses. This makes a SQL Database much more cost-effective to maintain and expand as needed.

Data warehouses are familiar components to business intelligence components. They are, in essence, the central hubs for the entire system, from which all insights are derived. The warehouse serves as a repository for data and also runs queries and analyses.

As a data warehouse collects data and the databases within the enterprise grow, a rich data history develops, which provides an invaluable resource to analysts and scientists within an organization. The information is stable, flexible, and largely accessible, often referred to as “the single source of truth” within an enterprise. The data warehouse itself forms the backbone of widely recognized reporting and dashboard features within UI.

Data Lakes

Unstructured data cannot fit into the relations-based structure of RDBMS. Non-relational or NoSQL databases must be used instead to store and manage unstructured data. However, the qualitative nature of the data makes it harder to store, even as it absorbs more space.

The answer to this challenge is found in a data lake. This type of data repository offers an interesting level of convenience and flexibility, in that data of all kinds, structured or unstructured, raw or clean, can be added. Data lakes are scalable tools that support advanced storage and processing of unstructured data such as big data and real-time or IoT analytics, as well as machine learning.

The downside of a data lake is that all that unstructured data is not organized. The very quality that makes this repository a necessary solution to recapture the value of 90% of our available data is the same quality that makes it a challenge to implement. A variety of analyses can be run using the data stored in a data lake, but that raw data needs to be processed and organized before it can deliver any meaningful insights. Without proper oversight or consistent organization of stored data, it is very easy for a data lake to become a “data swamp.”

The often raw and uncategorized nature of data lakes means that they are not often used directly by business analysts. Instead, data scientists and developers must first curate and translate data before delivering it to business analysts, who interrogate the data and adjust business decision processes. Considering the costs of expertise, a data lake may not be immediately accessible without the support of enterprise-grade developer teams.

Alternatively, smaller organizations and businesses can set up a data lake to capture data they plan to use in the future. Establishing a data lake without an immediate implementation strategy offers two distinct benefits:

  • The cost to maintain a data lake is relatively low, especially compared to maintaining a data warehouse.
  • Early data collection ensures a rich vein from which to work later and the ability to establish data patterns and history.

As a third option, businesses and organizations can take advantage of Software-as-a-Service or Infrastructure-as-a-Service solutions. Services include widely recognized names in the industry, including Microsoft Azure and Amazon Web Services (AWS). Azure offers both data lake storage and analysis in a two-part service: Azure Data Lake Storage and Azure Data Lake Analytics. Selecting AWS as your service provider grants you access to Amazon’s suite of complementary services, including Amazon RedShift (data warehousing), Amazon Athena (SQL Storage), and Amazon QuickSight (business analytics), among others.

FileCloud Meets Your Data Storage Requirements

S3 Storage FileCloud Admin Settings Preview

FileCloud is an adept solution that is continuously evolving to meet new challenges across diverse industries. You can opt for FileCloud Server (on-premises) or have FileCloud host your data in our world-class data center with FileCloud Online.

There is also a hybrid solution available that combines the best of both worlds: on-premises hosting for high-touch data, cloud storage for archived files, and FileCloud’s ServerSync to support synchronization and easy access to files and permissions wherever you are and across your devices.

Flexible Integrations

With our on-premises solution, you can choose your storage provider, either by integrating with an already-deployed service or by setting up brand new storage buckets. Integrations include Azure Blob, AWS (and AWS GovCloud), Wasabi, Digital Ocean, Alibaba, and more.

With Microsoft Azure, you can take advantage of pre-built FileCloud VMs on the Azure Marketplace, with deployment in seconds. FileCloud’s integration with Azure also ensures your active directories, permissions, and files are migrated into your FileCloud platform.

Opting for the AWS S3 storage service also provides a wealth of different options within the Amazon Marketplace. The FileCloud integration offers smooth data migration for existing files and permissions, as well as access to robust features like endpoint backup, data analytics, monitoring and governance, security, and granular permissions.

For those concerned about the relative data security of unstructured files, users can employ FileCloud’s integration with Symantec. This powerful security software suite provides anti-malware, intrusion prevention, and firewall features. Even better, Symantec’s Data Insight Solution supports administrative-level review of unstructured data to check usage patterns and access permissions.


Unstructured data is an increasingly vital element of analytics and business intelligence for companies and organizations of all sizes. The challenge lies in how this unstructured data is stored and leveraged to yield actionable insights.

Sophisticated solutions like FileCloud are working to put this unstructured data at your fingertips. By partnering with major leaders in the field, FileCloud aims to provide you with secure, scalable, efficient storage options that support sustainable growth and meaningful relationships with your target audience.

For more information, contact our Sales Team or sign up for a free trial here!

FileCloud Supports one of the World’s Largest Banking Institutions

FileCloud is developing ever more sophisticated features alongside the powerful benefits and UI that remain a core aspect of the solution. By responding to emerging industry needs for compliance and security, FileCloud supports productive, meaningful work for organizations of all sizes, particularly those working in the Banking, Financial Services, and Insurance (BFSI) sector.

A Modern Solution for the BFSI Sector

When we think about the types of information we want to secure, banking and financial data are at the top of the list. As IT infrastructure ages and threats become more refined, keeping Personally Identifiable Information (PII) safe becomes a significant challenge.

FileCloud can meet you where you are with your current IT infrastructure, providing an all-in-one secure cloud or self-hosted solution—or by integrating with your current infrastructure to bring it into the 21st century.

Email, file zipping, and VPNs are outdated and fallible, easy pickings for people who know how to break into systems and find the information that will do the most damage. FileCloud is a sleek, modern solution that provides robust, multi-layered security alongside ease of access for authorized users. With a plethora of integrations, FileCloud can incorporate legacy components like AD and NTFS permissions so you don’t have to start from scratch.

Powerful yet Flexible

The strength of the platform, the accessibility of the UI, and the functionality of features contributed to the agreement between CodeLathe (FileCloud) and one of the world’s largest banks. Here are some of the highlights that made FileCloud the best choice among competitors:

  • Security
  • Accessibility
  • Flexibility
  • Branding and Customization
  • Workflow Automation


One of FileCloud’s core strengths is the built-in security from the codebase all the way through top-level, user features. Clients can choose between FileCloud Server (self-hosting), FileCloud Online (cloud hosting with CodeLathe), or a hybrid cloud storage model.

Data Residency

For those opting for FileCloud Online, data is hosted in our world-class data centers in a region of your choice. This allows banks and financial service organizations to comply with global and industry data residency requirements. Clients can also opt for different cloud storage providers/buckets (e.g., Amazon S3, GovCloud, Azure Blob).

This particular banking client operates around the world but needed to ensure data was hosted in Australia to comply with regional regulations. FileCloud offers data centers all over the world, including Sydney, Germany, Ireland, and Bombay.


FileCloud supports compliance with major regulatory bodies around the world and across industries. Notable examples for the BFSI sector include GDPR, CMMC, FINRA, SEC (17A, 31A-2, & 204-2), Sarbanes-Oxley, and IRS Publication 1075.

Major security features include:

  • endpoint backup
  • 256-Bit AES encryption (data at rest); SSL/TLS encryption (data in-transit)
  • ransomware protection
  • malware detection and recovery
  • built-in antivirus scanning
  • two-factor authentication and single sign-on (SSO)
  • password strength requirements
  • device management (remote wipe)

Furthermore, FileCloud offers comprehensive audit capabilities, capturing Who, What, When, Where, and How file activity. These audit logs are easy to review in FileCloud’s Audit dashboard and can be exported as CSV files. Audit logs also support FileCloud’s Records Management Platform, an automated system that protects and preserves files throughout the document lifecycle, from creation and distribution through archival and deletion. Records Management takes the effort out of document management, ensuring critical records are identified and maintained in the event of internal reviews or external legal proceedings and/or governance requirements.

Integration with SIEM software provides another layer of security, with active monitoring and instant notifications and alerts. Admins can respond to notifications of shared data with banking customers to prevent unauthorized access or data leak.

One of FileCloud’s major strengths revolves around data leak protection (DLP). With customizable metadata sets, a smart content classification engine, and seamless DLP, the system can effectively automate file sorting and application of security protocols and policies. Upon upload, the content classification engine scans files for information that aligns with metadata tags (e.g., PII, credit card numbers, social security numbers, etc.). If a file is found to contain this information, the file is tagged with the appropriate metadata class.

When DLP is enabled, this metadata tag will trigger relevant policies for retention and share permissions. Thanks to FileCloud’s hierarchical permissions system, information is protected at the most stringent of levels. With metadata templates and custom metadata options, FileCloud can support organizations requiring distinct classifications. (The aforementioned banking client runs over 200 classifications as part of their DLP system.) 

Collectively, these powerful features help companies and organizations comply with global and federal regulations and guidelines.

Zero Trust Folders

To maintain the utmost security, cloud storage providers use “Zero Trust Folders.” This feature is currently being developed for FileCloud Release 21.3. In a system with Zero Trust Folders, if anyone logs in with a compromised account, they may be able to see folders, but the folder information and all the data within is encrypted. To access information or files, the unauthorized user would also need to know the encryption key or password. With FileCloud, this key would not be stored within the platform cache, providing an extra layer of security.



Customers and employees of global banks (like the one served by FileCloud) need to be able to access bank systems from anywhere in the world. To operate efficiently, the bank also needs to be able to share information with external customers and vendors.

FileCloud delivers this secure access seamlessly. The banking client deploys over 15 servers to best support their global network, which includes more than 20,000 employees and over 13 million banking customers.

One specific way FileCloud meets the extensive needs of this banking organization is through multi-tenancy. Each bank under the organization’s umbrella has its own brand identity and network. Multi-tenancy with FileCloud ensures that all the banks have their own data boundaries without requiring multiple FileCloud instances. The banking client is also able to reduce overhead costs and cut back on access abstraction, which provides more opportunities to invest in customer service and innovation.


FileCloud is eminently flexible, thanks to the user interface and the plethora of integrations with legacy IT infrastructure and third-party applications. The banking client specifically needed to be able to integrate their Authentication Directory into their portal, with support for Single Sign-On (SSO).

For the BFSI sector, FileCloud’s ability to work with older systems, modernizing them and providing top-of-the-line security, is a major strength. Banks invested early in IT systems to help streamline processes and security. The drawback of being an early adopter is that these systems have since become outdated and vulnerable. With FileCloud’s flexible integrations though, banking clients need not invest in a massive upheaval to gain security and access features that are absolutely vital for a modern, global organization.

Regarding third-party integrations, FileCloud works with other recognized software providers to ensure banking clients have the tools they are familiar with and rely on. One such example is Compass Plus, a payments software established in 1989 that continues to develop revolutionary and future-proof solutions.

Branding and Customization

Building a branded identity is essential for BFSI organizations to build consumer trust, reach potential customers by extending their brand in the market, and establish their reputation for select services. Branded platforms also help protect customers by providing clearly marked digital boundaries around the banking platform.

FileCloud provides full support for branding customization. FileCloud Server can be run under a custom domain, user and admin portals can be updated with the bank’s logo. Fonts and theme colors can even be adjusted to follow branding guidelines. Furthermore, banking clients can insert their own language for user communications such as terms of service and activity notifications. Multi-tenancy also plays a role here, enabling the banking client to run multiple, branded tenants from the same instance.

Workflow Automation

One of FileCloud’s newest features (released in 21.2) is Workflow Automation. This powerful feature empowers users to automate tasks associated with file activities, relieving employees of tedious yet critical processes that are part of the bank’s smooth operations. For example, FileCloud’s Workflow Automation can control file shares by automating the approval chain.

  1. User Shares a File
  2. Manager Reviews Share and Approves
  3. Shared File Becomes Available to Recipient.

Workflow Automation supports both efficiency and security for banking clients by reducing the opportunity for human error and time spent on routine tasks. Users can easily see and respond to workflow events within the notification tab. They can also review a history of their workflow actions in the new “Actions” tab in the left sidebar and even make their own workflows thanks to FileCloud’s no-code, drag-and-drop workflow builder.

Admins have even greater scope, with the ability to examine workflows in the dashboard and make changes to improve efficiency or update involved files, folders, or user information.


This major banking client chose FileCloud not only for the strength of its security or the sophistication of its features, but also for its flexible integration options, accessible UI, and award-winning customer support team. FileCloud is an innovative platform designed to solve real-world problems.

By constantly examining how it can mitigate inefficiencies across file storage and sharing systems and respond to emerging trends and threats, FileCloud provides a robust ROI. BFSI clients that partner with FileCloud have the infrastructure support they need to navigate a rapidly changing digital market and meet the needs of banking customers all over the world.

Compliance Center Comparison – FileCloud vs. Microsoft 365

Compliance with government regulations is a critical element for businesses and organizations. These regulations aim to ensure operational integrity, safety, and ethical behavior, and have become wider-reaching thanks to technological advancements that have connected industries all around the world.

Many regulations specifically address security and privacy concerns related to the sharing of information, which extends to digital data shared over networks. High-profile regulations include:

  • European Union’s General Data Protection Regulation (GDPR), affecting data privacy of EU citizens
  • U.S. Health Insurance Portability and Accountability Act (HIPAA), protecting patient-information rights and privacy
  • Sarbanes-Oxley or the Public Company Accounting Reform and Investor Protection Act, mandating accurate and reliable corporate disclosures for financial records
  • and the U.S. International Traffic in Arms Regulations (ITAR), which controls the manufacture, sale, and distribution of defense and space-related articles and services as defined in the United States Munitions List (USML).

These are only a few well-known regulations among many. For a company or organization to function properly, understanding relevant regulatory requirements is critical. These regulations protect individuals, companies, and governments from malpractice or malfeasance and help prevent injury and loss on small and large scales.

Failing to comply with regulations can lead to strict and significant financial penalties. For example, Google paid out nearly $43 million to resolve a GDPR case levied against them by France’s National Commission on Informatics and Liberty (CNIL). Similarly, Airbus had to pay nearly $4 billion and Honeywell paid $13 million to resolve their respective ITAR compliance issues.

On the other hand, the complexity of the regulatory landscape makes it difficult for companies to implement solutions that address requirements. The solutions available (or developed in response) can incur heavy costs in time and resources.

In recognition of the struggles and challenges that come with compliance, software and technology companies are developing intuitive platforms and tools to provide additional support and clarity. The overall impact could lead to cost-savings of millions of dollars on penalty fees and restitution payouts.

These solutions are designed to support compliance and business managers as well as IT administrators meet regulatory requirements across an organization’s information storage and sharing activities, thereby promoting improved cybersecurity.

In this article, we will provide a functional overview of two solutions: FileCloud Compliance Center and Microsoft 365 Compliance Center.


FileCloud’s Compliance Center

FileCloud Compliance Center Dashboard view, with recent activity and issues summary

What is the FileCloud Compliance Center?

FileCloud’s Compliance Center is a new feature launched with the 21.2 release. This tool is designed to leverage the full strength of FileCloud’s existing comprehensive security and sharing features, such as smart classification, custom metadata, and data leak protection.

For example, metadata tags can be created for defense articles and technical data, which are then applied to documents using Smart Classification. DLP rules connected with the Classification Engine ensures that no files with this metadata can be publicly shared. These features are already available with FileCloud, but the Compliance Center organizes these features into special compliance configurations that apply sets of FileCloud features with the simple click of a button.

Currently, the Compliance Center includes a specific configuration for ITAR compliance, with other standards under development. FileCloud’s ITAR configuration connects admins with SSL, encryption, and audit settings to provide multi-tiered security protections. Informational rules like “Confirm all users are US residents” provide useful prompts for system admins to confirm regulatory requirements are met.

The FileCloud Compliance Center is particularly beneficial for IT administrators, as it provides an accessible platform for admins to learn about and implement ITAR requirements. It also enables easy reporting to upper management, CIOs/CTOs, and external parties, which saves the organization time and money.

View of the ITAR tab within the FileCloud Compliance Center

How does the FileCloud Compliance Center Work?

The Compliance Center is offered as an additional feature with an Enterprise FileCloud license for users and admins. Once set up, users will be able to view the Compliance dashboard like any other feature in FileCloud, by selecting the Compliance Center tab on the left sidebar.

Once inside the dashboard, users will be able to gain quick and vital information at a glance. Configurations have a status bar that shows how many FileCloud compliance rules are included in the set, how many are enabled, and how many are bypassed.

FileCloud includes the bypass option specifically so users and admins can examine compliance rules and only apply the ones that meet their needs. For organizations that meet regulatory requirements outside of the FileCloud environment, this flexibility ensures status reports are accurate and include only the necessary information.

FileCloud Compliance Center ITAR Tab view with dialog box for bypassing a rule

How can the FileCloud Compliance Center help meet regulatory requirements?

The FileCloud ITAR configuration is a repository for a wealth of information and support. Simply click on the tab at the top of the Compliance Center page to view more information about the rules, the FileCloud features connected with each rule, the status for each rule (compliant, failed, or bypassed), and select actions. These actions include an option to edit the rule (by adding custom metadata for example) or to view additional information through the info icon.

View of ITAR tab in Compliance Center, dialog box with information to update a rule

Configurations in FileCloud are designed to take into consideration the context of the regulatory landscape. In this manner, FileCloud provides vital support to compliance and business managers by connecting compliance requirements directly with powerful FileCloud features, along with explanations for how the feature meets the requirement and where users and admins can find more information on the requirements.

Furthermore, the configurations are designed to act immediately and keep a running track record of all the activity connected with compliance efforts within the FileCloud ecosystem. Admins receive regular email notifications on a 24-hour cycle specifically for any non-compliant rules in place. Admins can adjust their email notification settings in accord with their needs, but the system will continue to scan and update the Compliance Center every 24 hours.

Additionally, all information captured by the Compliance Center is recorded and updated in the dashboard. These activity logs can be archived and exported into non-changeable files for governance and retention purposes.

Microsoft 365 Compliance Center

Microsoft Compliance Center User Home Page, with left sidebar menu describing different cards within the platform.

What is the Microsoft 365 Compliance Center?

Microsoft 365 rolled out their own version of a Compliance Center in 2018, with several updates since. The tool started as a way to organize security and compliance features across Office 365, Enterprise Mobility + Security, and Windows in a centralized platform. This platform supports admins in efforts to detect, classify, protect, and report on data and related activity.

In 2019, the platform was updated to reorganize features and applications that comprise Microsoft Threat Protection, as well as Microsoft Cloud App Security (MCAS). By consolidating the user experiences across Microsoft 365 applications, they created a consistent approach organized around specific concepts: Identity, Endpoints, User Data, Cloud App and Infrastructure.

The most recent iteration of the Microsoft 365 Compliance Center focuses on ease-of-use and compliance features by optimizing eDiscovery, endpoint DLP, audit logs, sensitivity labels, data classification and connectors, records management, insider risk management, and encryption.

How does the Microsoft 365 Compliance Center work?

The Microsoft 365 Compliance Center makes use of a “card” platform to present different aspects of security and compliance to users. The Compliance Manager is one card that acts as a sort of dashboard, calculating a risk score in a percentage and measuring progress toward recommended actions. The Compliance Manager also includes workflow capabilities and built-in control mapping that can help users respond to different compliance objectives, including:

  • Protect information
  • Govern information
  • Control access
  • Manage devices
  • Protect against threats
  • Discover and respond
  • Manage internal risks

Beyond the Compliance Manager, there are also cards for the Solution Catalog and Active Alerts. Users have the option of adding cards to the menu according to their needs and as Microsoft continues to expand the Compliance Center.

Microsoft Solution Catalog, linking users with Microsoft compliance features

The Solutions catalog card provides a resource for users to learn and implement solutions that are available within their specific institution and within their Microsoft subscription. These solutions are organized by section; the card itself is designed to serve as a quick-start guide for new users beginning to implement compliance and risk management solutions. Sections include:

  • Information Protection & Governance
    • Data Loss Prevention
    • Information Governance
    • Information Protection
    • Records Management
  • Privacy
    • Privacy Management
  • Insider Risk Management
    • Communication Compliance
    • Insider Risk Management
  • Discovery & Response
    • Audit
    • Data subject requests
    • eDiscovery

Each section and sub-section provides the user with a brief description of what the solution offers and how it can support compliance objectives. However, the user must know exactly which solutions are required to fulfill specific regulatory requirements.

The Navigation pane in the left sidebar menu provides direct access back to the Compliance Manager card, the Solutions catalog card, the Home screen, Settings, and Resources. This setup can be customized to suit user preferences and add tabs for common areas, depending on what options are available with the organization’s Microsoft subscription. Additional navigation options include Data Classification, Data Connectors, Alerts, Reports, Policies, and Permissions.

Navigation menu for Microsoft's Compliance Center, close-up view of left sidebar menu

How can the Microsoft 365 Compliance Center help meet regulatory requirements?

Microsoft 365 Compliance Center officially states they can support a wide variety of industry and government regulations (as does FileCloud). However, Microsoft does not offer specialized configurations built for each regulation.

Instead, Microsoft relies on the Compliance Manager, which helps users set up data security, classification, and share settings. The Compliance Manager can take inventory of data protection risks, provide managerial support to implement controls, inform users of regulatory updates and refresh certificates, and report directly to auditors.

The Microsoft 365 Compliance Center provides many of the same tools and features offered by FileCloud, but they are not organized into bundled settings or configurations like FileCloud’s solution for ITAR (and other regulations in the near future).

Setting up the Compliance Center in Microsoft 365 reflects that key difference in strategic approach between Microsoft and FileCloud. Compliance, data security, or IT admins are tasked with configuring risk management and communication policies, reviewing their organization’s DLP settings, enabling appropriate settings in Microsoft, and setting up information protection through Microsoft Cloud App Security.


FileCloud and Microsoft 365 both present powerful and innovative platforms that address the growing need for compliance support across industries. However, the two solutions diverge in their approach and ease of use.

Microsoft has a certain advantage when considering the Compliance Center as an app alongside the suite of apps that come with a subscription. If an organization is already paying for Microsoft 365, the Compliance Center may be a worthwhile add-on. This may be especially true for organizations that have a compliance officer or team that can work through the various cards and sections to implement Microsoft’s solutions.

FileCloud presents a much more accessible solution with their Compliance Center. By focusing on the regulations directly, FileCloud is able to provide unique configurations of FileCloud features, tools, and settings that cumulatively address compliance requirements.

Furthermore, these sophisticated configurations empower users by connecting compliance rules with specific FileCloud settings that can be easily viewed and distinguished within the configuration tab. The Action column provides users with easy access to customize rules and view compliance documentation for further education.

ITAR is currently the only available configuration available in the FileCloud Compliance Center. Additional configurations will become available as updates are made to the Compliance Center.

Considering the significant challenges of regulation across industries and governments, any tool must provide clear support to users and facilitates fulfilling compliance requirements. FileCloud’s innovative solution is one that stands to grow and change with the landscape while providing meaningful clarity and support.

Using “Folder Permissions” in Team Folders

When companies migrate from local file servers to the cloud (for example, moving from Windows File Servers to FileCloud Online Storage), many system administrators worry about losing established NTFS Permissions.

FileCloud’s Team Folders has a built-in functionality designed to preserve these permissions called “Folder Permissions”. This functionality allows the administrator to specify custom permissions inside Team Folders for each file.

To explain, let’s use an example: a company has a Team Folder called “Customers”. Inside this main folder, it has one folder per customer, with the following structure:

In the “Customers” folder, the company wants to grant these permissions:

  • Sales Team Manager will have access to the “Customers” folder, with all file operations (view, download, upload, share, and delete).
  • Sales Team will have access to the “Customers” folder, with all file operations (view, download, upload, share, and delete), apart from subfolder “Customer 05”.
    • In this folder, the Sales Team should not have access to any file operations (view, download, upload, share, or delete), as the Sales Manager wants this information to be kept private.

To accomplish this, the administrator can do the following:
1. Share the Customers’ Team Folder with the Sales Team.
2. Edit the “Folder Permissions” in the “Customer 05” subfolder to disable all operations from the team, except for the manager.

1. Share Customers’ Team Folder with the Sales Team

From the admin portal, in the Team Folders section, select the “Customers” Team Folder. Then click “Manage” to share it with the Sales Team.



2. Edit Folder Permissions for “Customer 05”

In the Team Folder section, select the “Customer 05” folder and click on “Permissions”.

When you open the Permissions section, add the “Sales” group; by default, it will grant all the file operation permissions.


To block these operations, click on every green checkbox from right to left; they will turn into an “x”. This change blocks all operations to the Sales Team. To allow the team manager “John Doe” to perform all operations, add the correct User in the Folder Permissions section and grant all access to “John Doe”.


Close the Folder Permission window. All permissions are saved. Now, whenever a team member (not the manager) accesses the “Customers” Team Folder, they will not see the sub-folder “Customer 05”.

If the Sales Team manager goes to the “Customers” Team Folder, he will see all folders, including “Customer 05”.

For this example, we hid the folder from the rest of the team, but we can also set special permissions; for example, we can allow read access only, with all other operations blocked.

More information on managing team folder permissions can be found in the FileCloud documentation “Set Granular Permissions on Team Folders.” If you have any questions about Folder Permissions or any other FileCloud functionalities, please reach out to CodeLathe Support.

Article written by Daniel Alarcon


Enable Global Backup With FileCloud

You have stored sensitive data like your photos, documents, etc on your PC or laptop?  It’s very important to consider a global backup as often as possible. In short and simple terms, global backup is very important as stores a copy of your data in a different location other than your device. Backing up your data regularly can retrieve data in case of data loss or theft. In this digitalized world, data is a critical asset to any organization and they invest a huge amount to have a proper data protection plan & disaster recovery plan.

You can enable Global Backup for a user by modifying the profile to which the user belongs. This impacts all users who belong to that profile. Alternatively, you can move the user to a profile for which you enabled System, App Settings backup.​

Global backup of data is a crucial activity that every user of any device that holds data should be doing. Whether it’s a laptop, desktop, tablet, or even smartphone, you should be backing up your data in case of:

  • The device is destroyed.
  • The device is lost or stolen.
  • The storage device in the device (hard drive or flash memory) is corrupted or damaged.
  • A malware attack including a ransomware attack where data is encrypted by criminals.
  • Accidental deletion of the data.
  • Corruption of the data.

The global Backup Market is projected to reach $190.5 billion by 2024. The major factors encouraging the development of the global backup market are the creation is growing numbers of data and the growing implementation of Software as a Service [SaaS].

Benefits of Global Backup

Even the most reliable devices can break. Not to mention, human errors like accidentally deleting an important file yourself. Also, thefts and fires can’t be eliminated. The main purpose of backing up your data is, of course, the ability to roll back and access your archives in the event of local hardware failure. To run a business today, you need to have the confidence that in the case of vulnerability, your data will be protected and accessible. Here are some advantages of having a global backup

  1. Fast Access to Files
  2.  Safeguard against Power Failure
  3.  Added Antivirus Protection
  4. Protection against Failed Hard Drive – The user can restore the system and application settings from the failed device to the new device.
  5. Recovery – You can quickly recover your system settings in the event of a failure.


Configure Sync to Globally Backup Files and Folders

A FileCloud admin user can configure FileCloud Sync to set up a Global Backup for the users of their FileCloud System. This allows the Admin to specify local paths on the user’s computer that contains user-specific configurations to be included in the Sync Backup through default device configurations created in policies from the Admin Portal.


  1. Enable Endpoint Backup for FileCloud Sync from the Admin Portal.
Endpoint Backup
Endpoint Backup

2.  Install FileCloud Sync and enable Remote Management

Sync Remote Management Setting
Sync Remote Management Setting
Sync Remote Management Login
Sync Remote Management Login

3. In the policy used by Sync users, set a default device configuration for FileCloud Sync

Sync Edit Policy
Sync Edit Policy
Sync Global Default Policy
Sync Global Default Policy

A Global Backup is a feature that ensures backup of system and application settings across user devices. With Global Backup, administrators can restore what they need anytime, anywhere. Users no longer need to remember or reconfigure their system preferences.

Note :

  • Endpoint Backup must be enabled for FileCloud Sync from the Admin Portal.
  • FileCloud Sync must be installed on the users’ computers and Remote Management must be enabled.
  • The Sync users’ policy in the Admin portal must include this custom device configuration for Sync.