Using Cloud Storage

Configuring Cloud Storage

  1. Right-click on the Cloud Storage node under Storage to open the Configure Cloud Storage dialog. Enter a name for the device and select a cloud storage provider, then click Authenticate to configure the account that should be used.

  2. Sign in to the cloud account to link with Therefore™ Connect.

  3. Once the account has been authenticated (as indicated under Current Configuration), click OK.

  4. The configured cloud drive will now be displayed under the Cloud Storage node. Documents can be uploaded to, or imported from this cloud storage.

Uploading Documents to the Cloud

  1. Create a workflow that includes the Export Document task.

  2. Configure the settings in the Export Task to include the cloud drive and the specific folder (in the cloud drive) to which the documents should be exported. In the drop-down list for Export to, select the configured cloud drive. Then, for Export to folder, enter the pathway of the folder to which the uploaded document will be exported. Under Export file name pattern, specify a naming convention used to export the document with a custom file name. Workflow and index data macros can also be used to create unique file names. Note that any invalid characters are automatically replaced with an underscore in the file name.

  3. Documents within the attributed case or category can be uploaded to the cloud drive by starting the workflow configured in the first step.

See also:
Export Document

Downloading Documents from the Cloud

  1. Create a new Indexing Profile. Match the category fields from the category to the available file object properties.

  2. Create an Input Folder under the Input Folder node of the Therefore™ Content Connector.

  3. In the Input Folder dialog, enter the Folder type from the drop-down list - the Cloud Storage option will be made available once it has been defined.

  4. In the Input Folder field, enter the path to the folder in the cloud storage drive where the documents are located.

  5. Name the Input Folder.

  6. Click Add to enter a Job that defines the processing of files and error handling - this will be displayed under the Profile and Filter columns.

  7. Define paths for the processed and faulty files.

  • The Browse Button will not work with cloud storage.

  • Paths need to be specified using '/' instead of '\'.

Google Drive as a cloud storage device

  1. In 'Google APIs and Services' click on '+ Enable APIs and Services'.

  2. Search for the Google Drive API and click on the 'Google Drive API' option when it appears.

  3. Enter user credentials in the 'OAuth consent screen' and select '.../auth/drive'.

  4. In the 'Credentials' tab, click on '+ Create Credentials'.

  5. In the 'Create OAuth Client ID' web dialog, enter the application type and name of the OAuth client.

  6. A Client ID and Client Secret will then be generated. These will need to be entered into Therefore™.

  7. In the Therefore™ Solution Designer, right-click on the Cloud Storage node and create a 'New Cloud Storage'.

  8. In the Cloud Configuration Storage dialog, select click on the Authentication button.

  9. In the Google Drive Application dialog, enter the generated Client ID and Client Secret.