Devices > File Server

Select SYSTEM ADMIN > DEVICES > NEW.
This is where you enter information about your File Server so DocuBreeze can use it for Collection and Distribution.

The items below describe the fields (red asterisk indicates required fields).

Create File Server Device

Name: Name of the file server being used within DocuBreeze. Example: “Mac_Server.” Required.

IMPORTANT: No spaces or special characters may be included in the name of the file server.

Description: A brief description of your File Server. Helpful, but not required. Example: Konica Minolta Mac Server Communications.

Host Name: Actual name of the server. Contact your system administrator for this information. Example, macserv18. Required.

IMPORTANT: If you are using SMB signing, you must specify the IP address, not the NETBIOS name. For "SMB signing is mandatory and we have disabled it.", try using the IP address.

System Type: Choose a system type from the drop down menu from your choices: Microsoft Windows, Novell Netware, Apple Macintosh, IBM AS/400, Linux, Unix. Required.

Mount Points

Mount Points must be added before a Subdirectory can be established.

Select System Administation > Devices > Fie Server > New to open the dialog.
On the Mount Points tab, complete the File Server and Mount information, listed below:

Mount Name: A "user friendly" mount name, without spaces or special characters, must be added before the device is saved. Required. (Example: FileServer )
Share Name: Directory on the file server that is being shared. Required. Example: developers
Account Name: The Name of a valid user account (including location) with read or write access to the shared directory. Required. Example: sep.net\tyler.
Account Password: The unique, case-sensitive password for the Account Name. Required.
Confirm Password: Duplicate the password to confirm. Required.

Click ADD (the plus sign) to identify the mount. The mount information will be included in the chart.
Select the Mount by marking the check box in same row as the Mount.
Click MOUNT to establish the mount on your server.
Click SAVE.

SubDirectories

Continue setting up the File Server by setting subdirectories.

Click on the Subdirectories tab. Choose a Mount from the drop down menu.
Type in the path to the subdirectory to be used.
Click ADD.
Add other subdirectories if you want to use more than one.
Click SAVE once all your information has been completed.

Note that subdirectories may contain alphanumeric characters (A-Z, a-z, 0-9), periods, spaces, forward slashes ( / ), hyphens ( - ), and underscores ( _ ).
All other special characters are not allowed.

You should get a message saying that your device has been saved.

Edit or Delete a File Server Device

Select SYSTEM ADMIN > DEVICES > FILE SERVER > EDIT/DELETE.
Select the File Server device you would like to Edit.
To Edit a File Server device, it must first be unmounted.
On the Mount Point Tab, select the device and click Unmount.
Click Save.
Select the file server (once it is unmounted) and click Edit.
Now you can edit the file server, or delete subdirectories.

Once you have finished your changes, click Save.
Select the edited file server to remount, click Mount.
Click Save.

Delete: To delete the File Server Device, click the trash can on the left of the File Server Device page. WARNING: A File Server Device does NOT need to be unmounted to delete the entire device! (It will delete all established mounts.) Please be sure you want to delete the File Server before clicking on this delete option.

Note: Any conflicts will be identified on the screen with red text, and must be resolved before you can delete the device. For example, if the device is used in a scheduled job, it cannot be deleted.