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Training FileConnect Welcome

Summary. Agenda. Training Summary. Training. Website access. Training FileConnect Welcome. Welcome. Method. Objectives. Summary. Agenda. Training Summary. Training. Website access. Welcome. 1. This site provides you with access modules to the training. Method. Objectives.

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Training FileConnect Welcome

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  1. Summary Agenda Training Summary Training Website access TrainingFileConnect Welcome Welcome Method Objectives

  2. Summary Agenda Training Summary Training Website access Welcome 1. This site provides you with access modules to the training Method Objectives 2. The tabs direct you to the content of the training 3. The arborescence provides you with the detail of each page

  3. Summary Agenda Training Summary Training Website access Welcome 1. At the end of this training, you will be able to exchange files with your supplier contacts Method Objectives 2. This training is simple and enables anyone to train himself in less than 30 minutes 3. Do not hesitate to contact the BtoB/BtoC Competency Center if needed (see Training>Support)

  4. Summary Agenda Training Summary Training Website access This training presents the main modules of FileConnect Depending of your rights on the application, you will not have access to the same functionalities: The “Files Management” applies to all users, but all actions may not be available The “Security Management” only applies to administrators

  5. Context Support Files Management Security Management Training Summary Training Website access In order to login to FileConnect, you need: 1 – Connect to www.fileconnect-carrefour.net 2 – Key in your login / password 3 – Choose your language (English by default) 4 – Click on OK. Login View 2 4 3

  6. Context Support Files Management Security Management Training Summary Training Website access 1 – Arborescence of folders 2 – Sub-folders and files 3 – Actions Menus 4 – Admin. console Login View 3 1 2 4

  7. Context Support Files Management Security Management Training Summary Training Website access The FileConnect solution provides a Windows-like navigation (without contextual menus, keyboard commands or drag&drop). 1 – On the left side, the arborescence to which the user can access. 2 – On the right side, the sub-folders and files on the selected folder. The content access is made through simple clicks and by extending the arborescence nodes. Browse through folders Download files Upload files Upload folders 2 Suppress files 1 Add a memo Share a file

  8. Context Support Files Management Security Management Training Summary Training Website access To download files, you have to: 1 – Position on the target folder. 2 – Select the files and/or the subfolders for download. 3 – Click on the main menu on “Download Files”. Browse through folders Download files 3 Upload files Upload folders 2 Suppress files Add a memo 1 Share a file

  9. Context Support Files Management Security Management Training Summary Training Website access 4 – Save on your computer all zipped files. Browse through folders Download files Upload files Upload folders Suppress files Add a memo Share a file

  10. Context Support Files Management Security Management Training Summary Training Website access In order to upload files, you have to: 1 – Select the target folder. 2 – Click on the action menu on « Add files ». 3 – Select, one by one, the files to upload by clicking on « Browse » (maximum 8 files per upload). 4 – Click on « Upload » to launch the upload. Browse through folders Download files Upload files 2 Upload folders Suppress files Add a memo 3 1 Share a file 4

  11. Context Support Files Management Security Management Training Summary Training Website access The files are always uploaded completely on the platform (no risk of incomplete files). Each action is tracked by the solution. Browse through folders Download files Upload files Upload folders Suppress files Add a memo You can upload any kind of file (except for files prohibited by your administrator), whatever the size and format. Share a file

  12. Context Support Files Management Security Management Training Summary Training Website access To upload complete folders (content and sub-folders), you have to: 1 – Select the target folder. 2 – Click on the action menu on « Add Files ». 2 – Click on « Active X de transfert » Browse through folders Download files Upload files 2 Upload folders 3 Suppress files Add a memo Share a file 1

  13. Context Support Files Management Security Management Training Summary Training Website access (for a 1st use, you have to accept the installation of the Active X and start again steps 1, 2 & 3) 4 – Click on « Choose Files/Folders » Browse through folders Download files Upload files Upload folders 4 Suppress files Add a memo Share a file

  14. Context Support Files Management Security Management Training Summary Training Website access 5 – Select a folder on your computer. If this folder and sub-folders do not exist on the folder chosen in step 1 they will be created as long as they contain at list a file or sub-folder. Browse through folders Download files Upload files Upload folders Suppress files Add a memo Share a file

  15. Context Support Files Management Security Management Training Summary Training Website access 6 – Click on « Upload ». Browse through folders Download files Upload files Upload folders Suppress files Add a memo Share a file 6

  16. Context Support Files Management Security Management Training Summary Training Website access 7 – Follow the upload process. If needed, cancel the action. Browse through folders Download files Upload files Upload folders Suppress files Add a memo Share a file

  17. Context Support Files Management Security Management Training Summary Training Website access To delete files, you have to: 1 – Select the file(s) to delete. 2 – Click on the action menu « Delete ». 3 – Confirm deletion Browse through folders Download files Upload files 2 Upload folders 1 Suppress files Add a memo Share a file

  18. Context Support Files Management Security Management Training Summary Training Website access The deletion is not final. You can contact your administrator for him to restore your files. • If the Recycle bin is active • If the limit date for restore hasn’t been passed (2 weeks) Browse through folders Download files Upload files Upload folders Suppress files Add a memo Share a file

  19. Context Support Files Management Security Management Training Summary Training Website access To add a memo, you have to: 1 – Select the file for which the memo will be created. 2 – Click on the main menu on « Add a memo ». Browse through folders Download files Upload files 2 Upload folders 1 Suppress files Add a memo Share a file

  20. Context Support Files Management Security Management Training Summary Training Website access 3 – Type in a title and a message. 4 – Click on « OK » to finalize the operation. Browse through folders Download files Upload files 3 Upload folders Suppress files Add a memo Share a file 4

  21. Context Support Files Management Security Management Training Summary Training Website access To answer a memo, you have to : 1 – Click on the memo link of a file. Browse through folders Download files Upload files 1 Upload folders Suppress files Add a memo Share a file

  22. Context Support Files Management Security Management Training Summary Training Website access 2 – Click on « Reply ». 3 – Key in a title and a message 4 – Check if you want to send the memo by mail to your contacts Browse through folders Download files 2 Upload files Upload folders 3 Suppress files Add a memo Share a file 4

  23. Context Support Files Management Security Management Training Summary Training Website access 5 – View the different messages by clicking on the memo link of he file. Browse through folders Download files Upload files 5 Upload folders Suppress files Add a memo Share a file

  24. Context Support Files Management Security Management Training Summary Training Website access In order to share a file, you have to: 1 – Select the file you want to share. 2 – Click on the action menu on « Share by email ». Browse through folders Download files Upload files Upload folders 2 Suppress files 1 Add a memo Share a file

  25. Context Support Files Management Security Management Training Summary Training Website access 3 – Select recipients (contacts or contact groups). 4 – Add if needed additional email addresses. Browse through folders Download files Upload files Upload folders 3 Suppress files Add a memo Share a file 4

  26. Context Support Files Management Security Management Training Summary Training Website access 5 – Add if needed a title and a personalized message. 6 – Choose the format of the email (HTML or Text). Browse through folders Download files 5 Upload files Upload folders Suppress files 6 Add a memo Share a file

  27. Context Support Files Management Security Management Training Summary Training Website access 7 – Choose the length of the sharing 8 – Choose the maximum number of downloads. 9 – Activate if needed the automatic deletion of the file at the end of the sharing. 10 – Secure the sharing, if needed, by adding the password. Browse through folders Download files Upload files Upload folders 7 8 Suppress files 9 Add a memo 10 Share a file

  28. Context Support Files Management Security Management Training Summary Training Website access 11 – At the mail reception, click on the link to download the file. 12 – In case of a problem to access the file, copy/paste in your web browser the URL provided at the bottom. Browse through folders Download files Upload files Upload folders Suppress files 11 Add a memo Share a file 12

  29. Context Support Files Management Security Management Training Summary Training Website access 13 – Provide the password (if option chosen). 14 – Download the file(s) available. Browse through folders Download files Upload files Upload folders 13 Suppress files Add a memo Share a file 14

  30. Contexte Support Gestion des fichiers Gestion des droits Training Summary Training Website access • In parallel, the receipt notification is being sent to the person who has provided the sharing (if option chosen). Browse through folders Download files Upload files Upload folders Suppress files Add a memo Share a file

  31. Context Support Files Management Security Management Training Summary Training Website access • Only « Administrators » have access to the administration console, which allows for: • Management of contacts and groups in the Address book. • Manage access. • View and delete logs, sharings and memos. • Search for files or folders through keywords. • Manage the recycle bin and advanced options (versioning of replacement for files with similar names, …) Administration console Manage users Manage user groups Share folders Track actions

  32. Context Support Files Management Security Management Training Summary Training Website access To create a use, you have to: 1 – Access the « Address book » in the administrator console 2 – Click on « New contact ». Administration console Manage users Manage user groups Share folders 2 1 Track actions

  33. Context Support Files Management Security Management Training Summary Training Website access 3 – Key in at least the last name, first name, and email of the contact. 4 – Check « ID » and key in the login/password in order to provide a direct access to FileConnect. Without this, only the filesharing will be possible with this contact. Administration console Manage users Manage user groups Share folders 3 Track actions 4

  34. Context Support Files Management Security Management Training Summary Training Website access 5 – Define the actions authorized for the user. • « Read »  Download files, memo access. • « Write »  Add files, memos. • « Delete »  Delete files, memos. • « Modify »  Modify the folders. • « Share »  Possibility to share folders. 6 – Modify if needed the account status (open/close) 7 – If needed, notify automatically the user of his access. 8 – Click on « OK » Administration console Manage users Manage user groups Share folders 5 Track actions 6 7 8

  35. Context Support Files Management Security Management Training Summary Training Website access 9 – Go back to the contact information by clicking on the account in the address book. Administration console Manage users Manage user groups 9 Share folders 10 – Define a default language for email notifications. 11 - Activate automatic notifications of contact actions, deactivate notifications to this contact. Track actions 10 11

  36. Context Support Files Management Security Management Training Summary Training Website access To create a new user group, you have to: 1 – Access the « Address book » in the administration console. 2 – Select in the list « Groups ». 3 – Click on « New Group ». Administration console Manage users Manage user groups 2 3 1 Share folders Track actions

  37. Context Support Files Management Security Management Training Summary Training Website access 4 – Key in a new group name. 5 – Associate contacts to the new group. 6 – Click on « OK  ». Administration console Manage users Manage user groups 4 Share folders Track actions 5 6

  38. Context Support Files Management Security Management Training Summary Training Website access 7 – Come back if needed on the group information in order to add or remove contacts, by clicking on the target group in the address book. Administration console Manage users Manage user groups Share folders Track actions

  39. Context Support Files Management Security Management Training Summary Training Website access To share folders with users and/or groups, 2 solutions: A) Do it folder by folder by clicking on « Share a folder » in the action menu. B) Go through the administration console and Access management. Administration console Manage users A Manage user groups Share folders Track actions B

  40. Context Support Files Management Security Management Training Summary Training Website access Solution A : 1) Click on « Edit list » 2) Search for contacts and/or contact groups 3) Add contacts and/or des groups Administration console Manage users Manage user groups Share folders 2 Track actions 1 3

  41. Context Support Files Management Security Management Training Summary Training Website access Solution B : 1) Select the matrix mode in the Access management module. 2 ) Check/Uncheck the boxes to manage access. 3) Click on « OK » 4) Click on « Download » to have this matrix available in Excel format. Administration console 1 Manage users Manage user groups Share folders Track actions 2 3 4

  42. Context Support Files Management Security Management Training Summary Training Website access To track user actions you have to: 1 – Access the « Action tracking » in the administration console. 2 – Manage the automatic log deletion. 3 – Download if needed all actions in an Excel format. Administration console Manage users Manage user groups Share folders 1 Track actions 2 2 3

  43. Context Support Files Management Security Management Training Summary Training Website access If you are administrator, you are in charge of your user support. We advise you to provide your coordinates in the supplier user guide In case of a problem, do not hesitate to contact support_fileconnect@carrefour.com available from 09h00 to 18h00 France time, Monday to Friday To access FileConnect, click on the following link: www.fileconnect-carrefour.net

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