Installation and configuration of the file server

Installation

The following Jar files are available:

  • PsaFilSrv_0.0.4.jar (server). The current JustRelate CRM server fetches the file server jar in accordance with the manifest.
  • PsaFilSrvCli_0.0.4.jar (client)

Note: For installing the file server, please contact your project responsible at JustRelate.

Configuration

In the Property file "fil_srv.prop", the following specifications must be maintained:

  • Paths to the database and where the files should be adapted.
  • The port at which the clients and the application server can reach the file server, including the password.

The workgroup file server management can be opened via the CRM top menu Administration/Documents/Workgroup file server. Here, the server and its connection data can be specified.

In the Internal staff members and Own company/Internal department forms, the function Workgroup file server is available in the function bar. A file server can be selected here.

Under My data, the logged-in user can find the function in the function bar under Configuration/Workgroup file server.

There are the following environment variables and jobs:  

  • The variable PSA_SFR_FIL_SRV activates or deactivates the file server feature.
  • The "Workgroup Fileserver" job (Identifier = PSA_WFS_JOB) takes care of the synchronization. The job needs to be activated. The job parameters are documented in the comment field in the job management.
  • PSA_FIL_SRV_CIN_IMM controls whether
    1. checked-in files should be transferred immediately from the file server to the application server (y), or
    2. this task is performed by the batch process (n, the default). In case 2, the job parameter TRN needs to be set to y.

After the configuration, all document access of the set-up clients should take place through the file server.

Now, all documents that are accessed or created are stored in the folders stated in the property "fil_srv.prop" under "fil.pth".

The file server database can also be started in network mode. This allows you to monitor the file server activities using DBVisualizer, for example. In addition, via the Property "log4j.prop" and the job’s log level, you can specify the file server and job messages to be logged.