Implementation > Storage Providers

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.

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.

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.

To set up your storage provider navigate to:

• Settings module > folders, reports and documents

• Select storage & folders > storage provider

• Select the add entry icon (highlighted below) > then select the correct storage provider

Open

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.

Most of these functions will display an error to the end-user if not configured correctly.

• 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)

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.

To run a test on your storage setup:

• 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”

Open

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.

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.

• Settings module > system variables

• Search in the “find setting number” type 41

• Make sure this field is filled out with information. We recommend “DeletedFiles” as a standard folder.

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