Deltek WorkBook provides the ability to write files and create folders through the product. This means that you’re able to directly access either local or remote file structures.
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OVERVIEW
When setting up storage providers you will be required to complete information on which kind of data and file structure you currently use (or what you foresee will be used). It’s important to note if there are any issues with the current solution, as it might be worth switching from one solution to another while you implement your Deltek WorkBook system.
The solution acts as if it were a user itself accessing the files. That means when you access a job and look at the files attached to that specific job, it will list the same files as if you went through your OneDrive, for instance, portal out of the system. Below is a list of storage providers currently supported.
SUPPORTED STORAGE PROVIDERS | |||
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If your agency using Azure Blob Storage, this method is supported. | |||
The WebDAV protocol is supported and can be used to access an in-house storage server. If you choose to have WorkBook hosted in the cloud, this would be your preferred method to access the files. | |||
If your agency is using Office365 and SharePoint then this method is supported. | |||
If your agency is using corporate Google Drive then this method is supported.
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Citrix Sharefile | If your agency is using the Citrix Sharefile solution then this method is supported. | ||
Local File System | WorkBook can access a local in-house storage server, if you’re hosting the WorkBook solution yourself. Most WorkBook clients choose to host WorkBook via the cloud solution. | ||
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CONFIGURING A STORAGE PROVIDER
Each supported storage provider method is configured differently and those requirements are specified in the individual articles, you can access those by clicking the links above.
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You need to have system administration access rights in WorkBook to do this.
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WHERE ARE THEY USED
If you choose to enable storage providers and connect it to your own storage solution, WorkBook will automatically create a folder structure based on your setup. Furthermore, all of the points below must be configured when installing a new system or moving an installation.
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Resource folders - missing link?
(Folders for clients, companies, employees, etc.)
Job folders - missing link?
(Folders directly connected to individual jobs)
Voucher files - missing link?
(Creditor invoices, personal expenses)
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TROUBLESHOOTING
Test Storage Provider solution
You have the ability to test if WorkBook is able to reach and manipulate files and folders within your storage setup. This is a helpful way to check your configuration and provides good feedback if you’re configuring an internal storage solution.
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Settings module > folders, reports and documents
Select storage & folders > storage provider
Select the test storage provider icon (highlighted below)
Then enter a random string of characters in “enter directory in which to run tests”
Select “run test”
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Test Results
Once you click “run test” a pop-up window will appear with the test results.
The image below shows that all options have been tested and returned positive results. When items fail, revisit your settings and then re-run the test until all return a positive result.
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COMMON ERRORS
Unable to delete files or folders from the system itself
Since WorkBook doesn’t actually delete files from your storage, the system utilises a trash can system, just like your computer does when you manually remove a file. Check the system variables, specifically variable 41 as seen in the screenshot below. If no folder is specified you won’t be able to remove files from jobs or resource folders.
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Only system administrators can access and update global system settings.
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