4.2.1 Adding FTP
Adding FTP via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select FTP.
- Enter your FTP account credentials in the Connect FTP folder window that opens.
- Click on the Connect button.
- After the source has been added, the New Dataset from FTP window will open and you'll see the FTP was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding FTP via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button.
- Enter your FTP account credentials in the Connect FTP folder window.
- Click on the Connect button.
- After the source has been connected, you'll get the FTP was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing FTP folders with the Dataset
- Connect the source to File.one.
- The New Dataset from FTP window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected FTP folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with FTP folders
- Add the source to File.one and configure FTP synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting FTP
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to FTP.
- The source will be disconnected.
4.2.2 Adding Box
Adding Box via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select Box.
- The Connect to Box window will open.
- To connect the source, click on the Connect button.
- Enter your account credentials in the window that opens.
- After the source has been added, the New Dataset from Box window will open and you'll see the Box was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding Box via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button.
- The Box window will open.
- Click on the Connect button to add the source.
- Enter your account credentials in the window that opens.
- After the source has been connected, you'll get the Box was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing Box folders with the Dataset
- Connect the source to File.one.
- The New Dataset from Box window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected Box folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with Box folders
- Add the source to File.one and configure Box synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting Box
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to Box.
- The source will be disconnected.
4.2.3 Adding Dropbox
Adding Dropbox via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select Dropbox.
- The Connect to Dropbox window will open.
- To connect the source, click on the Connect button.
- Enter your account credentials in the window that opens.
- After the source has been added, the «New Dataset from Dropbox» window will open and you'll see the «Dropbox was connected» message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding Dropbox via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button next to Dropbox.
- The Connect to Dropbox window will open.
- Click on the Connect button to add the source.
- Enter your account credentials in the window that opens.
- After the source has been connected, you'll get the Dropbox was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing Dropbox folders with the Dataset
- Connect the source to File.one.
- The New Dataset from Dropbox window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected Dropbox folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with Dropbox folders
- Add the source to File.one and configure Dropbox synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting Dropbox
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to Dropbox.
- The source will be disconnected.
4.2.4 Adding Google Drive
Adding Google Drive via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select Google Drive.
- The Connect to Google Drive window will open
- To connect the source, click on the Connect button.
- Enter your account credentials in the window that opens.
- After the source has been added, the New Dataset from Google Drive window will open and you'll see the Google Drive was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding Dropbox via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button next to Google Drive.
- The Connect to Google Drive window will open.
- Click on the Connect button to add the source.
- Enter your account credentials in the window that opens.
- After the source has been connected, you'll get the Google Drive was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing Google Drive folders with the Dataset
- Connect the source to File.one.
- The New Dataset from Google Drive window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected Google Drive folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with Google Drive folders
- Add the source to File.one and configure Google Drive synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting Google Drive
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to Google Drive.
- The source will be disconnected.
4.2.5 Adding OneDrive
Adding OneDrive via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select OneDrive.
- The Connect to OneDrive window will open.
- To connect the source, click on the Connect button.
- Enter your account credentials in the window that opens.
- After the source has been added, the New Dataset from OneDrive window will open and you'll see the OneDrive was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding OneDrive via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button.
- The Connect to OneDrive window will open.
- Click on the Connect button to add the source.
- Enter your account credentials in the window that opens.
- After the source has been connected, you'll get the OneDrive was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing OneDrive folders with the Dataset
- Connect the source to File.one.
- The New Dataset from OneDrive window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected OneDrive folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with OneDrive folders
- Add the source to File.one and configure OneDrive synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting OneDrive
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to OneDrive.
- The source will be disconnected.
4.2.6 Adding WebDAV
Adding WebDAV via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select WebDAV.
- Enter your WebDAV account credentials in the Connect WebDAV folder window that opens.
- Click on the Connect button.
- After the source has been added, the New Dataset from WebDAV window will open and you'll see the WebDAV was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding WebDAV via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button next to WebDAV.
- The Connect WebDAV folder window will open and you'll be asked to enter your WebDAV account credentials.
- Click on the Connect button.
- After the source has been connected, you'll get the WebDAV was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing WebDAV folders with the Dataset
- Connect the source to File.one.
- The New Dataset from WebDAV window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected WebDAV folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with WebDAV folders
- Add the source to File.one and configure WebDAV synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting WebDAV
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to WebDAV.
- The source will be disconnected.
4.2.7 Adding Samba
Adding Samba via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select Samba.
- Enter your Samba account credentials in the Connect Samba folder window that opens.
- Click on the Connect button.
- After the source has been added, the New Dataset from Samba window will open and you'll see the Samba was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding Samba via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button next to Samba.
- The Connect Samba folder window will open and you'll be asked to enter your Samba account credentials.
- Click on the Connect button.
- After the source has been connected, you'll get the Samba was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing Samba folders with the Dataset
- Connect the source to File.one.
- The New Dataset from Samba window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected Samba folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with Samba folders
- Add the source to File.one and configure Samba synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting Samba
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to Samba.
- The source will be disconnected.
4.2.8 Adding Case.one
Adding Case.one via Uploads
- Open Uploads.
- Click on the plus button in the bottom right corner and select External Data.
- A popup will appear next to External Data where you can select Case.one.
- Enter your Case.one account credentials in the Connect Case.one folder window that opens.
- Click on the Connect button.
- After the source has been added, the New Dataset from Case.one window will open and you'll see the Case.one was connected message.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Adding Case.one via Profile
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block click on the Connect button next to Case.one.
- The Connect to Case.one folder window will open and you'll be asked to enter your Case.one account credentials.
- Click on the Connect button.
- After the source has been connected, you'll get the Case.one was connected message.
- To continue working with the source and add a Dataset, go to the Uploads section.
Note: if it's impossible to connect to the source, you'll see the Service is unavailable message.
Synchronizing Case.one folders with the Dataset
- Connect the source to File.one.
- The New Dataset from Case.one window will open.
- Click in the Folders field and select the folders you want to upload to File.one from the drop-down menu.
- Configure the parameters for the created Dataset. Enter a title and set access privileges for the Dataset.
- Click on the Create button.
- The Dataset will be synchronized with the selected Case.one folders and it will appear in the Uploads section.
- You can change the Dataset settings any time. To do that, click on the ⋮ icon to the right of the Dataset in the Uploads section and select Settings. Edit the settings and click on the Save button to save the changes.
Note: when you sync files in File.one, a common Dataset is created for the external source, which contains the selected folders. When a new file is added to the external source's folder, the system adds it to the Dataset. When a file is edited, the system updates the file in the Dataset. When the file is deleted from the external source, the system deletes it from the Dataset.
Note: the system requests the latest version of the files from the connected external source at least every one hour. If the latest attempt to update the data from the external source folder is unsuccessful, the system will attempt to connect to the source daily.
Note: File.one doesn't perform synchronization if a user's account has been blocked. The synchronization will be renewed when the account is unblocked.
Cancelling the Dataset's synchronization with Case.one folders
- Add the source to File.one and configure Case.one synchronization with the Dataset.
- To cancel the Dataset's synchronization with the external source folder, open Uploads and click on the ⋮ icon next to the Dataset's title.
- Select Stop Sync.
- Confirm or cancel your action.
Note: only the user who created the Dataset can cancel synchronization or delete the Dataset.
Note: the systems can't restore interrupted synchronizations. To continue uploading data from an external source to File.one, create a new Dataset.
Disconnecting Case.one
- Click on the ⋮ next to your name in the bottom left corner of the main menu and select Edit Profile.
- The Profile page will open.
- Find the External Data block and click on the Disable button next to Case.one.
- The source will be disconnected.
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