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. 

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

Server Settings 

Run Cron Jobs and Scheduled Tasks

Configure Backup Settings

Manage Client Security Settings

Configure Share Settings

Choose how to deploy FileCloud Storage
then, set up as applicable:

Set Up Managed Storage

If not using, Disable My Files

Set Up Network Folders

If using, Set Up Network Folders with NTFS permissions

Configure Team Folders

Create FileCloud Users

Check User Access Level

Create User Policies

Create Groups

Manage User Storage Quotas

Recommended

Configure Email Settings

Restrict Access to the Admin Portal

FileCloud Best Practices


Enable MongoDB Bind IP and Authentication

Set Client Application Policies

Configure Security Options






Manage User Authentication

  • Configure Single Sign-On
  • Use LDAP Based Authentication
  • Active Directory Authentication

Set Up 2FA

Configure Microsoft Office Integration Options

Configure Online Web Editing

  • Installing Office Online Server
  • Collabora Code
  • Google Docs Editing
  • OnlyOffice Editing

Set Up Document Preview

Set Up Content Search

Provides a Better Experience

Add Customization and Branding

Enable Antivirus Scanning

 


Manage Document Settings

Enable MS Teams Integration

Enable Salesforce Integration

Set Up Notifications for File Changes

Automate Business Workflows 

Enable Users to Set Folder-Level Permissions

Enable reCaptcha

Advanced Features

Set Up Compliance Checking

  • HIPAA
  • ITAR
  • GDPR
  • PDPL
  • NIST
Set Up Data Governance