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User Guide – Colligo Contributor V4.2 File Manager

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User Guide – Colligo Contributor V4.2 File Manager User Guide – Colligo Contributor v4.2 File Manager USER GUIDE Introduction This User Guide is designed to serve as a brief overview to help you get started. There is also information available under the Help option in the various Contributor interface toolbar. If necessary you can access the Help by launching the Contributor interface from the System Tray and selecting Help->Help and Support. If you would like further instructions, please consult the Features list at http://support.colligo.com/Lists/Features/AllItems.aspx - where you will find a complete list of features by product along with instructions for use. You will also find a number of screencasts on the support site that walk you through the main product features. The SharePoint support site can be synchronized with Colligo Contributor for anytime access, online or offline. Please follow the instructions on the home page at http://support.colligo.com/. We hope you enjoy using the product, and please don’t hesitate to send us questions or provide feedback at [email protected]. Thank You. June 23, 2010 Copyright 2010 Colligo Networks, Inc. All rights reserved. Page 1 of 13 Not to be reproduced without permission. Learn more here www.colligo.com. User Guide – Colligo Contributor v4.2 File Manager Quick Start Contents INTRODUCTION ............................................................................................................................................................................... 1 INSTALLING COLLIGO CONTRIBUTOR ............................................................................................................................................... 3 SYSTEMS SUPPORTED.................................................................................................................................................................................. 3 APPLICATION PREREQUISITES ........................................................................................................................................................................ 3 FILE MANAGER PREREQUISITES ..................................................................................................................................................................... 3 INTERACTIVE EXE INSTALL ........................................................................................................................................................................... 3 INTERACTIVE MSI INSTALL ........................................................................................................................................................................... 3 TERMINAL SERVER INSTALL .......................................................................................................................................................................... 3 NOTES ..................................................................................................................................................................................................... 3 THE FILE MANAGER ......................................................................................................................................................................... 4 ADDING A SITE TO CONTRIBUTOR .................................................................................................................................................................. 4 Step 1: IE Toolbar button “Connect to Contributor” ......................................................................................................................... 4 Step 2: Enter your credentials .......................................................................................................................................................... 4 Step 3: Choose the lists to sync ........................................................................................................................................................ 5 Step 3.1: Apply Sync-Filters .......................................................................................................................................................... 5 Step 4: Synchronize content ............................................................................................................................................................. 5 EDITING CONTENT ...................................................................................................................................................................................... 6 CREATING NEW CONTENT ............................................................................................................................................................................. 6 Using the New command ................................................................................................................................................................. 6 Using the File SaveAs command....................................................................................................................................................... 7 UPLOADING EXISTING CONTENT ..................................................................................................................................................................... 7 Using “Upload Documents” menu ................................................................................................................................................... 7 Upload content with drag-and-drop ................................................................................................................................................ 8 COPYING EXISTING CONTENT ......................................................................................................................................................................... 8 Drag-and-drop ................................................................................................................................................................................. 8 SHARE CONTENT WITH OTHER USERS .............................................................................................................................................................. 8 Copy SharePoint URL ........................................................................................................................................................................ 8 Drag-and-Drop ................................................................................................................................................................................. 8 DEFAULT METADATA AND PROMPTING BEHAVIOR ......................................................................................................................... 9 INTRODUCING THE METADATA DIALOG ........................................................................................................................................................... 9 ACCESSING THE DIALOG ............................................................................................................................................................................ 10 File Menu ....................................................................................................................................................................................... 10 Context Menus ............................................................................................................................................................................... 10 SYNCHRONIZING CONTENT ........................................................................................................................................................... 11 AUTOMATIC SYNCHRONIZATION PROCESSES ................................................................................................................................................... 11 Synchronize on startup .............................................................................................................................................................. 11 Synchronize when list is viewed ................................................................................................................................................. 11 Synchronized when list is modified ............................................................................................................................................ 11 Enable background synchronization .......................................................................................................................................... 11 MANUAL SYNCHRONIZATION PROCESSES ....................................................................................................................................................... 11 Full Synchronization ....................................................................................................................................................................... 11 Pending Changes Synchronization ................................................................................................................................................. 12 CONFIGURATION .......................................................................................................................................................................... 13 Prompt for properties when adding documents ........................................................................................................................ 13
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