THIS ARTICLE IS A COPY FROM HELP.WORKBOOK.NET - NEEDS REWRITING & IMAGES
WebDAV is an RFC Standard for accessing and manipulating resource collections, in this case, it is used to manipulate a remote file system.
The advantage of user WebDAV is that a lot of systems implement it and on a wide variety of platforms.
WebDAV is secured by the use of passwords and can be encrypted using HTTPS.
WorkBook can store all your files on a third-party WebDAV server. This is often used to connect a hosted WorkBook with on-premises storage or storage in a branch officeWorkBook integrates its file and document system with Google Drive, this allows you to use WorkBook in combination with the Google Drive editors and other offerings. Google Drive gives you a wide range of functions like, synchronising files to your local machine, editing the file in your browser.
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REQUIREMENTS
An active Google Account with Google Drive
WorkBook
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INSTALLATION & CONFIGURATION
Step 1 – Initial setup
First, you need to add the storage provider type called ‘WebDAV Storage Provider’ under Folders → Reports & Documents → Storage and Folders → Storage provider, and then insert the required configuration values.
The required values are:
ServerRootPath: the full address including subdirectory that WorkBook should connect to (http://yourwebdav.tld/subfolder)
WebDavUsername: User name for the WebDAV connection (this user MUST have full access to the share in question)
WebDavPassword: The password for the WebDAV user
DisableDepthInfinity: if you already know that the property ‘Depth Infinity’ is disabled, set this to True.
Step 2 – Test the connection
Just type a random folder name and click ‘Test’
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If the WebDAV configuration is correct, all boxes in the column ‘Success’ will be ticked off.
Otherwise, see below for troubleshooting of general error message, or check the platform-specific installation instructions for troubleshooting information.
If the test fails, you probably need to open up for one of our IP addresses in your firewall to make sure the connection is opened from our servers. These IP addresses are in use. Contact us if you’re uncertain which hosting location applies to your WorkBook.
Australia East: 13.70.109.18
East Asia: 23.100.93.179
Southeast Asia: 52.148.79.254
East US: 13.72.75.199
Northern Europe: 13.74.176.41
Step 3 – Test from outside your network
Confirm that the WebDAV settings work from a third-party client like Cyberduck or BitKinex.
You need the following information to connect:
Server Address (http:// or https://)
Server Port (80, 443, etc)
Username
Password (*********)
Confirm that you can do the following actions:
List content
Create directory
Delete directory
Upload file
Delete file
Known limitations: WorkBook does not support directories with leading or trailing white spaces.
TROUBLESHOOTING
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List folder content returns 400 Bad Request or 403 Forbidden
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These status codes will normally indicate that we tried to use Depth Infinity but that was not allowed.
On Apache, it might indicate that the WebDAV User lacks permissions to one or more files/folders.
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401 Unauthorized
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Ensure that the Username and Password are correct, note that the password often comes before username in the setup grid.
Make sure that the server is actually requesting basic authentication, you can see this by looking at the authentication respond a WebDAV client sends.
The header should look like this: “Authorization: Basic…”
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When uploading a receiving a 404 Not Found
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If you are using Internet Information Service this error indicates that you are trying to upload a file that is larger than the maximum allowed size.
The default limit is 30 megabytes, see Internet Information Service Step 5 for information on how to modify the limit.
If you’re using Apache with mod_dav try and enable “UseStreamingUpload” on the storage provider, this will allow WorkBook to upload the file in multiple chunks.
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Nothing happens when I change the setting
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See Common Known Issues for more information.
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Could not create SSL/TLS secure channel
If WorkBook reports the error ‘Could not create SSL/TLS secure channel’ when attempting to connect with the WebDAV storage, it is most likely because the server and client is unable to negotiate an SSL/TLS Session.
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Add storage provider
If the option Google Drive isn’t already presented in the list of available storage providers, click the Create new icon and chose it from the drop down menu that pop up.When Google Drive is added as one of your options, make sure to tick the box Is active
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Authentication
Next we need to fetch an authorization code to allow WorkBook to access the Google Drive account.
Click this icon and this authentication dialog will open automatically. Click Accept
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After you accept, copy the token provided and paste it into the value field for the setting AuthorizationCode
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Test the connection
Confirm that Google Drive Integration is functioning by running the storage provider test.Select the correct Storage Provider and click the test button
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VOUCHER SETUP
This only applies if you want to use to possibility to upload vouchers or creditor invoices from a certain folder your Google Drive account to the creditor invoice management in WorkBook.
Voucher agent
Navigate to Settings > Advanced tools > Agent setup
Add a new agent “Voucher hot folder agent”
Tick the Activate box and change the type to Minute and Interval to 10. This way the WorkBook agent will search for new vouchers every ten minutes
Change the parameters to the correct settings. The only thing you need to fill in is the web address of your WorkBook. The login and password values were needed in previous versions of WorkBook
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Folder paths
In Settings > Company settings > Basic settings, chose the correct storage provider and change the paths for Hot folder and Archive folder.
We recommend that you create a folder called Vouchers (or something similar) in your Google Drive. In this folder, create two sub folders. We use the terms Hot folder and Archive folder. The first one – Hot folder – is the folder to which you can upload or copy new creditor invoices. If this folder contains any files, the agent you have set up in the previous step will rename them according to the voucher sequence set up under Settings > Finance > Voucher sequences, and make them available in your Vendor invoice management.Please remember to click the update icon in the upper right corner when you have made changes.
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TROUBLESHOOTING
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