FileCloud Site Setup

You must perform certain administrative tasks before FileCloud users can log in and use FileCloud efficiently. Some of the system settings and custom settings that you can configure are listed in the table below by priority and function.

Beginning in FileCloud 20.1, the option for reverting to default values for all options in the Settings and Customization sections of the admin user interface is located in the Settings > Reset tab. In earlier versions of FileCloud, the option appears in the upper-right corner of all Settings and Customization pages.

Some of the pages linked to in the following table may suggest making changes to the file cloudconfig.php (this initially appears in your FileCloud installation as cloudconfig-sample.php). After you make a change to cloudconfig.php, make sure you restart the message queue.

Level of Priority	Administrator Settings	Server Settings	Storage Settings	User Access Settings
Required	Access the Admin Portal Change the Admin Password Admin Portal Dashboard Manage Account Approvals	Admin Settings video: Admin Settings Basic Settings video: Main Settings Run Cron Jobs and Scheduled Tasks Configure Backup Settings video: Endpoint Backup Settings Manage Client Security Settings Configure Share Settings	Choose how to deploy FileCloud Storage then, set up as applicable: Set Up Managed Storage (My Files) video: Managed Storage If not using, Disable Managed Storage Set Up Network Folders video: Network Shares If using, Set Up Network Folders with NTFS permissions Configure Team Folders video: Team Folders	Create FileCloud Users video: Creating Users Check User Access Level video: Managing Users Create User Policies video: Policy Overview video: Policy, General Tab video: Policy, User Policy Tab Create Groups video: Manage Groups Manage User Storage Quotas
Recommended	Configure Email Settings video: Email Settings Restrict Access to the Admin Portal FileCloud Best Practices	Enable MongoDB Authentication Set Client Application Policies video: Policy, Client Application Policy Tab Configure Security Options		Manage User Authentication Configure Single Sign On video: SSO Use LDAP Based Authentication video: LDAP Authentication Active Directory Authentication video: AD Authentication Set Up 2FA Configure Microsoft Office Integration Options Configure Online Web Editing video: Web Edit Installing Office Online Server Collabora Code Google Docs Editing OnlyOffice Editing Set Up Document Preview Set Up Content Search video: Content Search
Provides a Better Experience	Add Customization and Branding Enable Antivirus Scanning video: AntiVirus Integration	Configure High Availability		Manage Document Settings Enable MS Teams Integration Enable Salesforce Integration Set Up Notifications for File Changes Automate Business Workflows Enable Folder-Level Permissions Enable reCaptcha video: reCaptcha Integration
Advanced Features	Set Up Compliance Checking HIPAA ITAR GDPR	Set Up Data Governance

See additional Video Tutorials for help setting up your site.