Enterprise User Guide and Tutorial


Contents

1. Creating a New Account

2. Settings

3. DashBoard

4. Adding Clouds

4.1. OAuth authentication

4.2. Managing Multiple Accounts

4.3. File Synchronization

5. Manage Clouds

6. File Manager

6.1. File Operations

6.2. Share Files

6.2.1. Public Share

6.2.2. Private and Restricted Share

6.2.2.1. Advanced settings

6.2.2.2. Access Settings

6.3. Enhanced File Views

6.3.1. Recent Files

6.3.2. All Files

6.3.3. Add Files/Folders to Favorites

6.3.4. Shared by Me and Shared with Me

6.3.5. Category

6.3.6. Enhanced Sorting

6.3.7. Search files across clouds

7. Move Files/Folders

8. Copy Files/Folders

9. Workspace

9.1. Create Workspace

9.2. Edit Workspace

9.3. Add Files to Workspace

10. Mobile Apps

10.1. Android

10.2. iOS

11. Login

12. CloudFuze Support

 

1.Creating a NewAccount

User will get an invitation mail from the admin of the enterprise . User need to click on the invitation email link.

 

After clicking on the email invitation link, sign up screen will be opened to create the password. After creating password user will logged into the application.

 

2.Settings

Your account settings can be accessed using this link. (top right corner).

 

On clicking it you will see the following screen

 

All account level edits can be performed here password reset,time zone change etc. You will also see the available space in your CloudFuze account.

 

Here we can edit the password for the CloudFuze account.

 

Here we can set the phone number.

 

3.DashBoard

This gives an Account level summary. It shows the user a summary of every cloud total space per cloud, used space and space available. The Recent Activities tab shows you the latest event log in your CloudFuze accountincluding accessibility of the account and file transaction details.

To see older activities in the Recent Activities tab, click on the Show more button (at the bottom right corner).

 

4.Adding Clouds

Click on the Clouds icon in the Left Navigation Bar. You will be taken to the Add Clouds page. You will see the list of cloud services supported by CloudFuze.

First, click on the cloud that you would like to add. Next authorize your account. Upon successful authorization, your account will be added to CloudFuze.

 

4.1.OAuth authentication

Some of the Cloud Storage accounts like Google Drive, Dropbox and Box have OAuth authentication system through which user credentials will be verified through service providers. No user names or passwords are being stored with CloudFuze. Enter your user credentials and click Authorize/Add.

 

4.2.Managing Multiple Accounts

You can add multiple accounts of the same service to CloudFuze. Follow these steps to do this:

  • Click on Clouds in the Left Navigation Bar.
  • Now all the clouds will be visible.
  • Click on the cloud you want to add another account to. It will by default connect to the account you have already logged in to.
  • Sign out from your account.
  • Authenticate the second account through CloudFuze.

 

 

4.3.File Synchronization

Once you add your cloud to CloudFuze, you will see the message Account added successfully.

Now go to Files tab. Click on All Files. You will see your account(s) here. The revolving symbol means that your data is Synchronizing to CloudFuze.After this process completes, you can see the files related to the specific account.

 

5.Manage Clouds

Click on the Manage Clouds link. You will then see the list of your accounts associated with CloudFuze. You can delete any cloud account by clicking on X mark in the Delete column and you can edit the cloud user name by clicking on edit icon in the Cloud User Name.

 

Confirm deletion of the account. Once the account is removed,all your data related to that account will be erased from the app. If you do not want to delete account, and then click cancel.

 

User can rename cloud display name by clicking on the rename icon in the Cloud User Name. By renaming a cloud display name it will reflect in corresponding pages.

 

 

6.File Manager

The file manager enables more operations with files and lets the user be more organized. Click on the Files tab on the left navigation bar.By default you will see most recent used / updated files on top.

 

6.1.File Operations

The toolbar (action bar) on top of the file list will let you perform various actions on your files. The various icons will be visible when you select a file from the list.

The Decrypt icon is visible when you select any encrypted file..

 

  • Preview: This will let you preview your file.
  • Download: This will let you Save the file to your hard drive.
  • Share: This will let you share the file with others.
  • Rename: CloudFuze lets you rename files and folders.
  • Delete: You can delete a file from your cloud using this.
  • Category: This allows you to add a file to a custom category (See section 6.3.5 for details).
  • WorkSpace: This will add your File to a particular Workspace (See section10.3 for details).
  • Encryption: You can encrypt an existing file, where it will be previewed only in CloudFuze application.
  • Decryption: This allows you to decrypt the encrypted file.

 

Note: The folder and upload icon are visible when you select any cloud on the Left Navigation Bar and NO file in the file listing.

 

  • Folder: This will let you create a new folder in that cloud through CloudFuze.

  •  

  • Upload: This will let you Add New Files to your Cloud from your computer.

  •  

Here you can upload one file as well as multiple files from your computer. If you click on the upload box, it will allow you to select files from your local machine.

 

6.2.Share Files

CloudFuze enhanced file share offers various sharing possibilities. Select the desired file that you would like to share and select share option from the top menu.

 

6.2.1.Public Share

The public share feature allows you to share a file with anyone even if he/she does not have a CloudFuze account. Just enter his/her email address and click add. You can even enter multiple emails and attach a message before selecting the public button.

After you enter an email(s) in the Share With text box, click on the Add button to add the email(s). Now enter your message, chose Public and your advanced settings (if any). Click on Share.

 

6.2.2.Private and Restricted Share

This feature allows you to share a file with anyone with a CloudFuze account. Enter email address and click add. You can even enter multiple emails. Now write a message and select private button.

 

6.2.2.1.Advanced settings

You can share files with password restriction, expiry date,limited download count or any combination of these 3 options. Click on advanced settings and set the desired restrictions.

 

Share with password protections

You can share files with password protection. After you enter the email address and message, select advanced settings and you will see the set password feature. Select this password feature and then type your desired password and click share. When you do this, your file is only accessible by someone who has the valid password.

Note: Make sure that you enter a password with a minimum of 6 characters.

 

Time-bound (expiration date)

You can set an expiry date to your file. Click on advanced settings and select set expiry date. Then select the date and click share.Your file will be accessible till the set time period.

 

Share with download count

You can even share a file with download count restriction so that you can restrict the file access after certain number of downloads. Click advanced settings, select download count and set the number of downloads after which the file will not be accessible.

 

6.2.2.2.Access Settings

You can set the access rights for the various users who you are sharing your document with. Rights can be Read-only, Edit or Co-owner. You can also delete a user by clicking on the x icon

 

6.3.Enhanced File Views

By default all your files will be loaded in the list view.You can switch to the grid view by clicking on the 
 icon

 

6.3.1.Recent Files

By clicking on Recent Files, you will see all the files stored in the various clouds sorted on recent updated date

 

6.3.2.All Files

By clicking on this, you will see all your added accounts. When you click on a particular account, you will see the files stored in that account sorted on recent updated date.

 

6.3.3.Add Files/Folders to Favorites

You can favorite any file or folder by clicking on the    symbol. You can then access your favorites by clicking on the favorites tab under the All Files tab.

 

6.3.4.Shared by Me and Shared with Me

You can see the list of files that you shared with others and the list of files shared with you by others.

Shared by me

 

Here you can see the list of files that you have shared with others.

  • Public share is open to any user – with or without a CloudFuze account.
  • Private share is restricted to a user with a CloudFuze account.

 

Shared with me

 

Here you can see the files that other users have shared with you.You will see a notification in Red indicating the new files that have been shared with you.

 

6.3.5.Category

CloudFuze smart categorization file system automatically categorizes your files into Photos, Music, Videos and Documents based on the file format.

 

You can even create a custom category and add your files to that custom category and then access them by clicking on the category name.

Creating A Category

You can create a custom category by following the steps below :

Step 1: Click on Add New Category Button.

Step 2: Enter the Desired Category Name.

Step 3: Your Category has been created.

Categorizing Files

You can add multiple files and folders to the created category.Select desired files you would like to categorize. Click on Category( on the top navigation bar ) and select the category name from the list box and click OK. All selected files will be added to the category. Clicks cancel if you do not want to categorize files.

 

 

To view files related to one category, click on the Category name. All the files in that category will be displayed.

 

6.3.6.Enhanced Sorting

You can sort files based on the File Name, Favorites, File Size, Cloud Drive, and Add On date and Last Edited date.Click on the name of the filter that you wish to sort on and you will be able to see files based on your selection

 

6.3.7.Search files across clouds

You can search for a file/ folder by typing it’s name on the search bar at the top right corner.You will then see all the relevant files for your query.

 

 

7.Move Files/Folders

Step 1 : Click on Move button on the left navigation bar. You will then see the Move feature home screen.

On this screen, you can select the Source Cloud from the list of cloud services that you set up within CloudFuze. The Source Cloud is that account that you will move files FROM.

You can also select the Destination Cloud from the list ofcloud services that you set up within CloudFuze. The Destination Cloud is that account that you will move files TO.

 

Step 2 : Select the account that you would like to move/transfer a file from.When you select this account, you will see it’s list of files and folders.Next, select the particular file(s) /folder(s) that you would like to move. If you select a folder the full folder structure will be moved.

 

Step 3 : From the set of clouds displayed on the right of the move page, select the destination account as the Destination Cloud.Then select the folder where you would like to move filesto.

 

Step 4 :To complete the Move, click the Move button in the bottom right corner of the screen. You will then be redirected to a window where you need to opt for notifications and also whether or not to maintain a copy of the file in the Source Cloud.

For Copy functionality, make sure you deselect the check box (Delete source files) and then confirm the move.

For Cut functionality, make sure you select the check box (Delete source files) and then confirm the move.

 

Step 5 : After you click on Confirm move,you will see a message that the move has been initiated. Next you will see the file migration status and notification once the Move is processed.

 

You can click on the Details button to see the Move report.This report can be seen for previous Moves also.

 

 

8.Copy Files/Folders

Step 1 : Click on Move button on the left navigation bar. You will then see the Movefeature home screen.

On this screen, you can select the Source Cloud from the list of cloud services that you set up within CloudFuze. The Source Cloud is that account that you will copy files FROM.

You can also select the Destination Cloud from the list of cloud services that you set up within CloudFuze. The Destination Cloud is that account that you will copy files TO.

 

Step 2 : Select the account that you would like to copy a file from. When you select this account, you will see it’s list of files and folders. Next, select the particular file(s) /folder(s) that you would like to copy. If you select a folder the full folder structure will be copied.

 

Step 3 : From the set of clouds displayed on the right of the move page, select the destination account as the Destination Cloud.Then select the folder where you would like to copy files to.

 

Step 4 : To complete the Copy, click Move button in the bottom right corner of the screen. You will then be redirected to a window where you need to opt for notifications and also whether or not to maintain a copy of the file in the Source Cloud.

For Copy functionality, make sure you deselect the check box (Delete source files) and then confirm the move.

 

Step 5 : After you click on Confirm move, you will see a message that the move has been initiated. Next you will see the file migration status and notification once the Move is processed.

 

You can click on the Details button to see the Copy report. This report can be seen for previous Copy’s also.

 

 

9. Workspace

This is a work bench feature where you can collaborate with different users across different cloud services.

First click on the Workspace tab in the left Navigation Bar.

 

9.1. Create Workspace

 

Click on the Create Workspace button.

 

This screen lets you do the following:

  • Add list of collaborators to your workspace
  • Set password collaborators need to know the password to access the workspace (password should be minimum 6 chars long).
  • Set Access rights for the collaborators read,edit or co owner

 

When you click on the Create button, you will see the Workspace created as shown

 

If a workspace had been password protected during it’s creation, it will be visible with a lock icon.

You will notbe able to access such a workspace without keying in the correct password.

 

9.2. Edit Workspace

Mouse over on your workspace. You will see a checkbox. If you select it, the Edit Workspace button will be enabled. The Open, Rename and Delete icons in the action panel on top will also be enabled.

 

You can perform the following actions:

  • Rename your workspace
  • Delete your workspace system will ask you for a confirmation for this.
  • Open your workspace you can see list of files in your workspace.

When you click on the Edit Workspace button, you can make changes like add collaborators,delete collaborators and rename workspace.

 

9.3. Add Files to Workspace

Click on the Workspace. You will see a message welcoming you to the workspace. It will give you instructions as to how you can add files from your CloudFuze account to your Workspace.

Click on Add files to Workspace

 

You will be taken to the All Files tab. Follow these steps

  • Select the file(s) that you want to add to your Workspace from the file listings.
  • Click on the Workspace icon in the action panel on top of the file listing.

 

When you click on the Workspace icon, you will see the following screen

 

Select the desired Workspace and click on OK. You can click on Cancel if you want to abort this action at this point.

Your selected files will be added to the Workspace you chose.You will see a confirmation message as shown below.

 

Go back to your Workspace screen (through the Left Navigation bar). Select your desired Workspace. You will see the files added. You can see information about the files added as well as Recent Activities on the Workspace

 

Once you have added files, your collaborators can view/edit the files depending on the permissions given to them. You will be able to see any activity done on the Workspace through the Workspace activities tab.Collaborators can put in their comments for each file as needed. These comments can be viewed by selecting the desired file and then clicking on the comment icon (on the right of the file).

 

You can add your comments by clicking on the Add Comment button in the Comments box.

 

10. Mobile Apps

10.1. Android

User can install CloudFuze Enterprise application from Playstore on android (or) User can install application using below url .

URL : https://play.google.com/store/apps/details?id=com.cloudfuze.enterprise&hl=en.

 

10.2. iOS

User can install CloudFuze Enterprise application from App Store on iOS (or) User can install application using this below url. .

URL :https://itunes.apple.com/us/app/cloudfuze-for-enterprise/id1017603824?mt=8

 

11. Login

User has to enter the valid email id and password with domain name in the domain field in the login screen.

 

12. CloudFuze Support

For technical queries please contact our team at the below addresses:

Call Us : 1-919-342-0304

Find Us : 800 Park Offices Drive,

Suite 3410,

(RTP) – NC 27709, U.S.A.