File Sync System Tutorial Contents Overview File Sync System Installation and Configuration Page 2 Central Server Installation and Configuration Page 3 Satellite Server Installation and Configuration Page.
Download ReportTranscript File Sync System Tutorial Contents Overview File Sync System Installation and Configuration Page 2 Central Server Installation and Configuration Page 3 Satellite Server Installation and Configuration Page.
Slide 1
File Sync System
Tutorial
1
Slide 2
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
2
Slide 3
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
3
Slide 4
Server Installation
•
Install FSS on the server where so_arc is located on a Physical Harddisk
►
Install from www.kontineo.com/download/File Sync System 2007 Install.exe
►
Installs in …[SuperOffice]\Modules\Kontineo\File Sync System 2007
►
If SuperOffice not present, in [PROGRAM_FILES]\Kontineo\File Sync System 2007
4
Slide 5
Server Configuration
•
Start File Sync System 2007
►
If SuperOffice is installed, Click AutoConfig (SuperOffice launches, you must log on)
Otherwise you must set all setting manually
Check all settings - (SPECIAL ATTENTION TO SO_ARC) - click Test
Approve settings, Save and Close
2. Click AutoConfig
Note: If SuperOffice is not installed,
you must Manually configure. An
ODBC DSN to SuperOffice must
exist.
1. SuperOffice
Installation type =
Central
3. Connection to
SuperOffice Central
SQL Database
4. SO_ARC
MUST be directory
on local harddisk
DO NOT use UNC
path or mapped
drive.
5. Click Test
7. Tick 'Yes, all
settings are
approved, Save
and Close
5
Slide 6
Server Configuration and License Activation
Tips & Tricks
If No License is
installed, the License
Activation Screen will
appear.
1. WEB Activation
Loads a License using
WEBservice if one
exists - otherwise a
temporary key is
created
You do not need to ask
KONTINEO for a License
Key. WEB Activation will
automatically create a 30
days trial License Key.
1a. File Activation
Loads a License from a License
File sent from Kontineo. Use this
or Manual Activation if WEB
activation is blocked.
2. Tick "I Accept"
… and Click Next
3. It will ask for SuperOffice
Serialnumber (SuperOffice
must be started).
Click "Load" and next.
4. It will ask you to confirm
e-mail address. License
information and product
information will be sent to
this e-mail. Click OK
Note: If SuperOffice is not
installed, you must use Manual
Activation
6
Slide 7
Server Configuration and License Management
i). License Activation
brings you to this screen
ii) You can at all times
access this screen from
the Help Menu ->
License Management
2. Tick of Users whom
should have FSS License
(Must also have
Superoffice Remote
Travel). (Save)
1. If new license
issued, click to refresh
(remember save)
3. Tick of Satellites that
should have FSS
License. (Save)
7
Slide 8
Server Configuration
FSS Remote Travel Auto Deployment
•
•
Copy \File Sync System 2007\Soloader_kontineo_fss.ini
to \SuperOffice\Client on central server. This distributes
FSS to all clients.
Configure Auto Deployment Settings for Remote Travel
users of respectively server of each Satellite
►
►
►
Central trigger creates signal file after having copied up-file to
server (Recommended on installations op to 10 Remote Travel
Users. Creates many dwn files)
Local Trigger uses Travel Gateway for Remote Travel users
(Recommended)
Allow Background Sync (Recommended). FSS starts when
SuperOffice starts – and continues background sync even if
SuperOffice is closed. (Background Sync requires Local
Trigger).
Note 1: Using the so_loader, FSS
will be installed on all workstations.
Client not on Remote Travel will
not be affected (FSS Starts – and
shuts down when it finds out the
user is not on Remote Travel)
Note 2: Grant License
Automatically Grants User License
to Remote Travel Users. Be aware,
that licenses for retired associates
are not removed (Must be done
manually) – too many users
granted license will cause FSS to
deny synchronization for all.
Tips & Tricks
(For Superoffice
consultants)
You can run test databases with
Background sync running. It is
NOT affected, except if testing
Travel.
8
Slide 9
Server Configuration
Travel Gateway Configuration
•
With Central Trigger enabled on
clients
►
►
•
Read Updates from all users,
When signal file exists
Write updates to all users,
Immediately after preceding
activity
With Central Trigger disabled on
clients
►
►
Read Updates from all users,
Interval 30 minutes
Set preferred interval,
between 30 minutes and 3
hours is best practise
Write updates to all users,
Immediately after preceding
activity
Tips & Tricks
With Central Trigger enabled
you will obtain full Two Ways Sync
confirmed by two green arrows in
user interface. See “Using File
9
Sync System on a daily basis ”
section later.
Slide 10
Server Configuration
Autostart Configuration
•
Configure to start with Windows login
►
•
Copy the ”Start File Sync System” shortcut to the
Windows ”StartUp” folder.
Tips & Tricks
This is NOT a recommendable
method. If using Remote Desktop to
connect it causes Multiple instances
(applies to SuperOffice Travel
Gateway as well). See the section
about FireDaemon configuration
later.
Configure to run as a service
►
See section about FireDaemon
10
Slide 11
Server Configuration
SuperOffice Application List Entries
•
Add File Sync System 2007 (SO Started)
application entry
►
Add as ”Event”
File Name: ”Modules\Kontineo\File Sync
System
2007\FileSystemSynchronizer.exe”
Parameters: ”SOSTARTED”
►
Run When: ”SuperOffice
►
►
•
SIX starts”
Add File Sync System 2007 (SO Closed)
application entry
►
►
►
►
Add as ”Event”
File Name: ”Modules\Kontineo\File Sync
System
2007\FileSystemSynchronizer.exe”
Parameters: ”SOCLOSED”
Run When: ”SuperOffice SIX exits”
Tips & Tricks
FSS start automatically with SuperOffice. If on
Remote Travel it will start and run. On central it
will start – and immediately shut down. If on
Remote Travel, and not configured, it will
configure itself (If Auto deployment is enabled).
11
Slide 12
Server Configuration
SuperOffice Preferences
•
Travel - Show Travel Menu
►
•
Recommended enabled for Remote Travel
Users and Key Central Users
Travel – Prevent Central Update
►
Tips & Tricks
If an up-file or dwn file has
become corrupt, it makes
troubleshooting much easier if the
Remote Travel user can Write a
new file – and at Central, if a
SuperOffice Administrator has the
menu in SuperOffice to write a
dwn file manually.
Recommended enabled for Remote Travel
Users
Tips & Tricks
Remote Travel users should stay
on Travel, only making a Central
Update when the file sequence
becomes high (before the 10.000
limit). Prevent Central update
avoids “accidental” Yes replies
taking the user off travel.
12
Slide 13
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
13
Slide 14
Satellite Installation
•
Install FSS on the satellite server where so_arc is located on a Physical Harddisk
►
Install from www.kontineo.com/download/File Sync System 2007 Install.exe
►
Installs in …[SuperOffice]\Modules\Kontineo\File Sync System 2007
►
If SuperOffice not present, in [PROGRAM_FILES]\Kontineo\File Sync System 2007
14
Slide 15
Satellite Configuration
•
Start File Sync System 2007
►
If SuperOffice Present, Click AutoConfig (SuperOffice launches, you must log on)
Otherwise you must set all setting manually
Check all settings (Follow the steps 1-7 below)
Continues Next page…
1. SuperOffice
Installation type =
Satellite
2. Click AutoConfig
6. After Test central
connection, select
Satellite Area from
Drop Down list.
3. Set connection info to
SuperOffice Central SQL
Database (is not auto
configured. ODBC DSN
must be manually
created).
7. Manually type in
S1 or the folder in
so_arc where Up
and Dwn files are
stored.
4. SO_ARC
is UNC path to
SuperOffice Central
archive path.
5. Click Test
15
Slide 16
Satellite Configuration
•
Continued…
8. Click Satellite
Database
9. Check connection info
to SuperOffice Satellite
SQL Database (is auto
configured, but may
need adjustment).
12. Enable
Automatic Sync and
set synchronization
interval.
10. SO_ARC
MUST be directory on
local harddisk
DO NOT use UNC path
or mapped drive.
11. Click Test
13. Tick 'Yes, all settings are
approved, Save and Close
16
Slide 17
Satellite Configuration
Document Filters and synchronization settings
•
Check/set all settings in below steps 1-6
•
Approve settings, Save and Close
1. Enable Document
filters if required.
Tips & Tricks
“Limit files to Area” is
always forced enabled
for satellites and
“Synchronize Files Back
To” is default set to
current period. Other
filters are used only in
special circumstances.
Best Practise is to set
period back and run a
full sync, and then set it
up to previous period
again.
2. “Skip sync Templates” is only set
if templates differs from central
(Not recommended)
“Enable Thin Line detection” is
usually only set for Remote Travel
Users connecting with Mobile
devices. (Not recommended on
Satellites)
3. “Enable Full Sync” is often
enabled on Satellites, configured
to run once during night time.
(Recommended on Satellites).
4. Central and Local Travel
Gateway triggers should be
enabled if Travel Gateways are
configured (Not recommended if
above 10 RMT users)
5. Popup can be configured as
wished.
6. Tick 'Yes, all settings are
approved, Save and Close
17
Slide 18
Satellite Configuration
Travel Gateway Configuration
•
With Central Trigger enabled on
clients of the Satellite
►
►
•
Read Updates from all users,
When signal file exists
Write updates to all users,
Immediately after preceding
activity
With Central Trigger disabled on
clients of the satellite
►
Read Updates from all users,
Interval 30 minutes
Set preferred interval, between 30
minutes and 3 hours is best
practise
►
Write updates to all users,
Immediately after preceding
activity
Tips & Tricks
With Central Trigger enabled
you will obtain full Two Ways Sync
confirmed by two green arrows in
user interface. See “Using File
18
Sync System on a daily basis ”
section later.
Slide 19
Satellite Server Configuration
Autostart Configuration
•
Configure to start with Windows login
►
•
Copy the ”Start File Sync System” shortcut to the
Windows ”StartUp” folder.
Tips & Tricks
This is not a recommended method.
If using Remote Desktop to connect
it causes Multiple instances (applies
to SuperOffice Travel Gateway as
well). See the section about
FireDaemon configuration later.
Configure to run as a service
►
See section about FireDaemon
19
Slide 20
Satellite Configuration
Run Full Sync
•
Run a ”Normal Quick Sync All”
►
►
•
This verifies files that have been recently
changed (Logged by FSS on the server and
satellite).
It is fast!
Run a ”Full Synchronisation –> All Files”
►
►
This verifies all files ”the old way” between
the central and the server according to
your Synchronization Filters.
It will take time!
20
Slide 21
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
21
Slide 22
Remote Travel Client
Installation
•
If distributed using so_loader
►
•
nothing needs to be installed
If not distributed using so_loader
►
Install from www.kontineo.com/download/File Sync System 2007 Install.exe
Tips & Tricks
You can install File Sync System for active Remote
Travel users. You do not need to have them come
into in the Office or have a central update performed.
Tips & Tricks
File Sync System can run parallel with normal Remote
Travel. If users after implementing File Sync System
uses the “Travel button” as they used to, it does no
harm – it is just not necessary any longer.
22
Slide 23
Remote Travel Client
Configuration
•
If configured for Autodeployment
►
•
Nothing – will automatically be configured when SuperOffice starts after the user has gone out
on Remote Travel
If Not configured for Autodeployment
►
Start File Sync System 2007 and follow the steps below (Continues next page…)
2. Click AutoConfig
1. SuperOffice
Installation type =
Remote Travel
3. Check connection info
to SuperOffice Central
SQL Database (is auto
configured).
6. After Test central
connection, select
user from Drop
Down list.
4. SO_ARC
is UNC path to
SuperOffice Central
archive path (as in
SuperOffice.ini)
5. Click Test
23
Slide 24
Remote Travel Client
Configuration
•
Continued… (Only applicable if not configured for Auto deployment)
7. Click Travel
Database
8. Check connection info
to SuperOffice Travel
SQL Database (is auto
configured, and should
not need adjustment).
10. Enable
Automatic Sync and
set synchronization
interval and set
Superoffice User ID
and Password.
9. Click Test
11. Tick 'Yes, all settings
are approved, Save and
Close
24
Slide 25
Remote Travel Client
Document Filters and synchronization settings
•
Check/set all settings in below steps 1-6
•
Approve settings, Save and Close
Tips & Tricks
You can set document filters to limit the data traffic
as to your wishes. The “Sync SuperOffice Current
Document” overrides the filters and will therefore
retrieve a document even if it is excluded in filters.
1. Enable Document
filters if required.
Tips & Tricks
“Limit files to Area” is
always forced enabled if
the user is assigned to
an area.
The user may run a full
sync to retrieve
colleague documents in
one go, but can
otherwise use “Sync
Current Document”
when a document that
does not exist is wanted.
2. “Skip sync Templates” is not
recommended)
“Enable Thin Line detection” is set
for Remote Travel Users connecting
with Mobile devices. (Thin Line
Milliseconds may need testing
usually between 1000 and 5000
milliseconds)
3. “Enable Full Sync” is rarely
enabled on Remote Travel.
4. Central Travel Gateway
triggers should be enabled only
if central Travel Gateways is
configured for it. Local Travel
Gateway Trigger and Allow
Background Sync is
recommended enabled.
5. Popup can be configured as
wished.
25
6. Tick 'Yes, all settings are
approved, Save and Close
Slide 26
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
26
Slide 27
FireDaemon
•
Firedaemon is a third party software that runs non-windows service applications as if
they were windows service applications.
►
►
►
•
They start automatically when windows start (without logon)
They restart automatically if a crash should occur
They can be restarted e.g. once per day, if a ”hangin” situation should occur
Purchase and Download Firedaemon Pro from www.firedaemon.com.
►
►
Install it and start the Firedaemon Service Manager
The next pages will describe best practise setups, but you may to explore the opportunities of
Firedaemon further for the best possible setup in your environment.
27
Slide 28
Firedaemon
Travel Gateway Service Configuration
•
Install a new service and set it up as below and to
the right.
28
Slide 29
Firedaemon
File Sync System 2007 Service Configuration
•
Install a new service with settings as
pictured for
►
Filesystemsynchronize.exe
Parameter=servicemode
►
Filesystemlayer.exe
Filesystemlistener.exe
►
All
►
Logon Account (Must have Local Administrative
rights)
Schedule a Restart=Every 24 hours
29
Slide 30
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
30
Slide 31
Using File Sync System on a daily basis
Using File Sync System on a daily basis
is very easy. It starts when you start
SuperOffice and the only thing you will
see is the small icon in the system tray.
However, it can only synchronize when it
can “see” the server, so you must
regularly be connected.
File Sync System regularly makes a “can
I see the server” check. If it can, it starts
synchronizing of SuperOffice data to and
from the server, as well as it copies new
or changed documents to and from the
server.
Working in the Office
Enable Wireless Network or plug in a network cable,
start SuperOffice and remain on Travel.
File Sync system keeps you constantly up-to-date.
Working from home
Connect to the network and start SuperOffice.
File Sync system keeps you constantly up-to-date
while you work on-line.
You may run a “Full Synchronization – All Files” will
ensure that you have all colleague documents.
You may manually run a “Normal Quick Sync (All)”
to make sure it synchronizes while you are on-line.
31
Slide 32
Getting a document not available on Travel
In SuperOffice, you may get a message
like the one to the right when you are on Travel.
This is (usually) because the file does not exist.
If you are connected to the central network,
you can right click the File Sync System Icon
and select “SuperOffice Current Document” – and in
a few seconds you will get the below message
confirming that the file has been copied.
Right Click
A missing file on Travel is only two clicks
away. Right click and select “SuperOffice Current
Document”
32
Slide 33
Replication warnings
File Sync System has three different replication warning levels. A marking in the
icon indicates the warning level, and you will also be warned with pop-up.
High Warning Level:
When it is more than 24 hours since two-way replication was confirmed
successful. When the warning level is High, a red dot appears in the icon.
Low Warning Level:
When it is more than 6 hours but less than 24 hours since two-way replication
was confirmed successful. When the warning level is Low, a yellow dot appears
in the icon.
If you get the red
dot, you should
run a “Normal
Quick Sync”.
If it remains red,
you should notify
your
Administrator.
OK level:
When it is less than 6 hours since two-way replication was confirmed successful.
When the level is Ok, a small green tick appears in the icon.
User settings allow the user to receive
Status Popup messages at each level.
The message appears for 5 seconds
and then disappears again.
33
Slide 34
Understanding Replication warnings
In the Popup Message, you may get red arrows, yet still remain a Green Tick
mark in your icon.
The red arrows does not necessarily mean that something is wrong, but the
reason is that some installations are configured without “Central Gateway
Trigger” because it generates too many files.
In that case, a file that you send to the server will not be read until a specified
time. Usually it can be up to three hours apart.
You should not be concerned, until your icon shows a Red dot.
Two green arrows tells you that your have
been fully two ways synchronized – they have all
your data centrally, and you have theirs.
A red arrow is not reason for concern – only if you
get a red dot in your icon is there reason for alert.
34
Slide 35
Using File Sync System on a daily basis
To achieve a complete overview of the replication status, you can right click the File Sync System
icon and then select “Show”.
Under ‘Replication Status’ (marked with red) you can see the status of you replication and see
the dates and times of last successful synchronization.
1.
2.
35
Slide 36
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
36
Slide 37
Administering SuperOffice Replication with FSS
The Replication Status Monitor
In File Sync System on the Central Server
you can access the Replication Status Monitor.
It gives you a list of all Satellites and Remote Travel Users using
File Sync System, and the status at the last synchronization.
The data showed above gives you the ability to identify if there are any problems, and to a very large
extent also what the problem is – and thereby making it easy to eliminate the problem.
A good Practise to improve replication stability would be to regularly check the Replication Status Monitor.
37
Slide 38
Administering SuperOffice Replication with FSS
Replication Monitoring Solution (Additional License)
You may consider to implement a more advanced Replication Monitoring solution, that automatically
alerts about problems by e-mail to an administrator.
The solution sends an alert
only if something indicates a
problem.
A nice feature is that it
excludes users on vacation
etc., so that you don’t get
“incorrect warnings”.
The solution is an add-on to
File Sync System and requires
an additional license.
Contact KONTINEO for further
information.
38
Slide 39
Administering SuperOffice Replication with FSS
SuperOffice Replication Administration with File Sync System Best Practise.
Ensure Travel Gateway and File Sync System stability
1. Configure Travel Gateway and File Sync System at servers with Firedaemon
2. Remember: If the services start-up account changes password, it must be changed in
services
User Configuration
1. Configure File Sync System with Auto Deployment Default Configuration
2. If users retire or new users are added, remember configuration in File Sync System License
Management
Client installation and upgrade
1. Configure File Sync System to be distributed with soloader.exe
2. Perform FSS upgrades at all servers (Stop services and run install over the existing). Let
soloader.exe distribute to clients.
3. Check FSS Version in Replication Monitor to check that the latest version has been
distributed to all clients.
Avoid Problems
1. Don’t just wait for users to tell about problems – use the monitor regularly to see if any
problems exists – correct them before they become problems
a) The Replication Monitor solution with automatic e-mail alert may be considered as an
alternative
Problem identification and elimination
•
Use Replication Monitor to see where a problem lies (which file number has caused a
problem)
•
Use “Write update” in Travel Menu/SO Administrator/Travel gateway to Rewrite down files
when this is the problem (it is the most common problem)
39
File Sync System
Tutorial
1
Slide 2
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
2
Slide 3
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
3
Slide 4
Server Installation
•
Install FSS on the server where so_arc is located on a Physical Harddisk
►
Install from www.kontineo.com/download/File Sync System 2007 Install.exe
►
Installs in …[SuperOffice]\Modules\Kontineo\File Sync System 2007
►
If SuperOffice not present, in [PROGRAM_FILES]\Kontineo\File Sync System 2007
4
Slide 5
Server Configuration
•
Start File Sync System 2007
►
If SuperOffice is installed, Click AutoConfig (SuperOffice launches, you must log on)
Otherwise you must set all setting manually
Check all settings - (SPECIAL ATTENTION TO SO_ARC) - click Test
Approve settings, Save and Close
2. Click AutoConfig
Note: If SuperOffice is not installed,
you must Manually configure. An
ODBC DSN to SuperOffice must
exist.
1. SuperOffice
Installation type =
Central
3. Connection to
SuperOffice Central
SQL Database
4. SO_ARC
MUST be directory
on local harddisk
DO NOT use UNC
path or mapped
drive.
5. Click Test
7. Tick 'Yes, all
settings are
approved, Save
and Close
5
Slide 6
Server Configuration and License Activation
Tips & Tricks
If No License is
installed, the License
Activation Screen will
appear.
1. WEB Activation
Loads a License using
WEBservice if one
exists - otherwise a
temporary key is
created
You do not need to ask
KONTINEO for a License
Key. WEB Activation will
automatically create a 30
days trial License Key.
1a. File Activation
Loads a License from a License
File sent from Kontineo. Use this
or Manual Activation if WEB
activation is blocked.
2. Tick "I Accept"
… and Click Next
3. It will ask for SuperOffice
Serialnumber (SuperOffice
must be started).
Click "Load" and next.
4. It will ask you to confirm
e-mail address. License
information and product
information will be sent to
this e-mail. Click OK
Note: If SuperOffice is not
installed, you must use Manual
Activation
6
Slide 7
Server Configuration and License Management
i). License Activation
brings you to this screen
ii) You can at all times
access this screen from
the Help Menu ->
License Management
2. Tick of Users whom
should have FSS License
(Must also have
Superoffice Remote
Travel). (Save)
1. If new license
issued, click to refresh
(remember save)
3. Tick of Satellites that
should have FSS
License. (Save)
7
Slide 8
Server Configuration
FSS Remote Travel Auto Deployment
•
•
Copy \File Sync System 2007\Soloader_kontineo_fss.ini
to \SuperOffice\Client on central server. This distributes
FSS to all clients.
Configure Auto Deployment Settings for Remote Travel
users of respectively server of each Satellite
►
►
►
Central trigger creates signal file after having copied up-file to
server (Recommended on installations op to 10 Remote Travel
Users. Creates many dwn files)
Local Trigger uses Travel Gateway for Remote Travel users
(Recommended)
Allow Background Sync (Recommended). FSS starts when
SuperOffice starts – and continues background sync even if
SuperOffice is closed. (Background Sync requires Local
Trigger).
Note 1: Using the so_loader, FSS
will be installed on all workstations.
Client not on Remote Travel will
not be affected (FSS Starts – and
shuts down when it finds out the
user is not on Remote Travel)
Note 2: Grant License
Automatically Grants User License
to Remote Travel Users. Be aware,
that licenses for retired associates
are not removed (Must be done
manually) – too many users
granted license will cause FSS to
deny synchronization for all.
Tips & Tricks
(For Superoffice
consultants)
You can run test databases with
Background sync running. It is
NOT affected, except if testing
Travel.
8
Slide 9
Server Configuration
Travel Gateway Configuration
•
With Central Trigger enabled on
clients
►
►
•
Read Updates from all users,
When signal file exists
Write updates to all users,
Immediately after preceding
activity
With Central Trigger disabled on
clients
►
►
Read Updates from all users,
Interval 30 minutes
Set preferred interval,
between 30 minutes and 3
hours is best practise
Write updates to all users,
Immediately after preceding
activity
Tips & Tricks
With Central Trigger enabled
you will obtain full Two Ways Sync
confirmed by two green arrows in
user interface. See “Using File
9
Sync System on a daily basis ”
section later.
Slide 10
Server Configuration
Autostart Configuration
•
Configure to start with Windows login
►
•
Copy the ”Start File Sync System” shortcut to the
Windows ”StartUp” folder.
Tips & Tricks
This is NOT a recommendable
method. If using Remote Desktop to
connect it causes Multiple instances
(applies to SuperOffice Travel
Gateway as well). See the section
about FireDaemon configuration
later.
Configure to run as a service
►
See section about FireDaemon
10
Slide 11
Server Configuration
SuperOffice Application List Entries
•
Add File Sync System 2007 (SO Started)
application entry
►
Add as ”Event”
File Name: ”Modules\Kontineo\File Sync
System
2007\FileSystemSynchronizer.exe”
Parameters: ”SOSTARTED”
►
Run When: ”SuperOffice
►
►
•
SIX starts”
Add File Sync System 2007 (SO Closed)
application entry
►
►
►
►
Add as ”Event”
File Name: ”Modules\Kontineo\File Sync
System
2007\FileSystemSynchronizer.exe”
Parameters: ”SOCLOSED”
Run When: ”SuperOffice SIX exits”
Tips & Tricks
FSS start automatically with SuperOffice. If on
Remote Travel it will start and run. On central it
will start – and immediately shut down. If on
Remote Travel, and not configured, it will
configure itself (If Auto deployment is enabled).
11
Slide 12
Server Configuration
SuperOffice Preferences
•
Travel - Show Travel Menu
►
•
Recommended enabled for Remote Travel
Users and Key Central Users
Travel – Prevent Central Update
►
Tips & Tricks
If an up-file or dwn file has
become corrupt, it makes
troubleshooting much easier if the
Remote Travel user can Write a
new file – and at Central, if a
SuperOffice Administrator has the
menu in SuperOffice to write a
dwn file manually.
Recommended enabled for Remote Travel
Users
Tips & Tricks
Remote Travel users should stay
on Travel, only making a Central
Update when the file sequence
becomes high (before the 10.000
limit). Prevent Central update
avoids “accidental” Yes replies
taking the user off travel.
12
Slide 13
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
13
Slide 14
Satellite Installation
•
Install FSS on the satellite server where so_arc is located on a Physical Harddisk
►
Install from www.kontineo.com/download/File Sync System 2007 Install.exe
►
Installs in …[SuperOffice]\Modules\Kontineo\File Sync System 2007
►
If SuperOffice not present, in [PROGRAM_FILES]\Kontineo\File Sync System 2007
14
Slide 15
Satellite Configuration
•
Start File Sync System 2007
►
If SuperOffice Present, Click AutoConfig (SuperOffice launches, you must log on)
Otherwise you must set all setting manually
Check all settings (Follow the steps 1-7 below)
Continues Next page…
1. SuperOffice
Installation type =
Satellite
2. Click AutoConfig
6. After Test central
connection, select
Satellite Area from
Drop Down list.
3. Set connection info to
SuperOffice Central SQL
Database (is not auto
configured. ODBC DSN
must be manually
created).
7. Manually type in
S1 or the folder in
so_arc where Up
and Dwn files are
stored.
4. SO_ARC
is UNC path to
SuperOffice Central
archive path.
5. Click Test
15
Slide 16
Satellite Configuration
•
Continued…
8. Click Satellite
Database
9. Check connection info
to SuperOffice Satellite
SQL Database (is auto
configured, but may
need adjustment).
12. Enable
Automatic Sync and
set synchronization
interval.
10. SO_ARC
MUST be directory on
local harddisk
DO NOT use UNC path
or mapped drive.
11. Click Test
13. Tick 'Yes, all settings are
approved, Save and Close
16
Slide 17
Satellite Configuration
Document Filters and synchronization settings
•
Check/set all settings in below steps 1-6
•
Approve settings, Save and Close
1. Enable Document
filters if required.
Tips & Tricks
“Limit files to Area” is
always forced enabled
for satellites and
“Synchronize Files Back
To” is default set to
current period. Other
filters are used only in
special circumstances.
Best Practise is to set
period back and run a
full sync, and then set it
up to previous period
again.
2. “Skip sync Templates” is only set
if templates differs from central
(Not recommended)
“Enable Thin Line detection” is
usually only set for Remote Travel
Users connecting with Mobile
devices. (Not recommended on
Satellites)
3. “Enable Full Sync” is often
enabled on Satellites, configured
to run once during night time.
(Recommended on Satellites).
4. Central and Local Travel
Gateway triggers should be
enabled if Travel Gateways are
configured (Not recommended if
above 10 RMT users)
5. Popup can be configured as
wished.
6. Tick 'Yes, all settings are
approved, Save and Close
17
Slide 18
Satellite Configuration
Travel Gateway Configuration
•
With Central Trigger enabled on
clients of the Satellite
►
►
•
Read Updates from all users,
When signal file exists
Write updates to all users,
Immediately after preceding
activity
With Central Trigger disabled on
clients of the satellite
►
Read Updates from all users,
Interval 30 minutes
Set preferred interval, between 30
minutes and 3 hours is best
practise
►
Write updates to all users,
Immediately after preceding
activity
Tips & Tricks
With Central Trigger enabled
you will obtain full Two Ways Sync
confirmed by two green arrows in
user interface. See “Using File
18
Sync System on a daily basis ”
section later.
Slide 19
Satellite Server Configuration
Autostart Configuration
•
Configure to start with Windows login
►
•
Copy the ”Start File Sync System” shortcut to the
Windows ”StartUp” folder.
Tips & Tricks
This is not a recommended method.
If using Remote Desktop to connect
it causes Multiple instances (applies
to SuperOffice Travel Gateway as
well). See the section about
FireDaemon configuration later.
Configure to run as a service
►
See section about FireDaemon
19
Slide 20
Satellite Configuration
Run Full Sync
•
Run a ”Normal Quick Sync All”
►
►
•
This verifies files that have been recently
changed (Logged by FSS on the server and
satellite).
It is fast!
Run a ”Full Synchronisation –> All Files”
►
►
This verifies all files ”the old way” between
the central and the server according to
your Synchronization Filters.
It will take time!
20
Slide 21
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
21
Slide 22
Remote Travel Client
Installation
•
If distributed using so_loader
►
•
nothing needs to be installed
If not distributed using so_loader
►
Install from www.kontineo.com/download/File Sync System 2007 Install.exe
Tips & Tricks
You can install File Sync System for active Remote
Travel users. You do not need to have them come
into in the Office or have a central update performed.
Tips & Tricks
File Sync System can run parallel with normal Remote
Travel. If users after implementing File Sync System
uses the “Travel button” as they used to, it does no
harm – it is just not necessary any longer.
22
Slide 23
Remote Travel Client
Configuration
•
If configured for Autodeployment
►
•
Nothing – will automatically be configured when SuperOffice starts after the user has gone out
on Remote Travel
If Not configured for Autodeployment
►
Start File Sync System 2007 and follow the steps below (Continues next page…)
2. Click AutoConfig
1. SuperOffice
Installation type =
Remote Travel
3. Check connection info
to SuperOffice Central
SQL Database (is auto
configured).
6. After Test central
connection, select
user from Drop
Down list.
4. SO_ARC
is UNC path to
SuperOffice Central
archive path (as in
SuperOffice.ini)
5. Click Test
23
Slide 24
Remote Travel Client
Configuration
•
Continued… (Only applicable if not configured for Auto deployment)
7. Click Travel
Database
8. Check connection info
to SuperOffice Travel
SQL Database (is auto
configured, and should
not need adjustment).
10. Enable
Automatic Sync and
set synchronization
interval and set
Superoffice User ID
and Password.
9. Click Test
11. Tick 'Yes, all settings
are approved, Save and
Close
24
Slide 25
Remote Travel Client
Document Filters and synchronization settings
•
Check/set all settings in below steps 1-6
•
Approve settings, Save and Close
Tips & Tricks
You can set document filters to limit the data traffic
as to your wishes. The “Sync SuperOffice Current
Document” overrides the filters and will therefore
retrieve a document even if it is excluded in filters.
1. Enable Document
filters if required.
Tips & Tricks
“Limit files to Area” is
always forced enabled if
the user is assigned to
an area.
The user may run a full
sync to retrieve
colleague documents in
one go, but can
otherwise use “Sync
Current Document”
when a document that
does not exist is wanted.
2. “Skip sync Templates” is not
recommended)
“Enable Thin Line detection” is set
for Remote Travel Users connecting
with Mobile devices. (Thin Line
Milliseconds may need testing
usually between 1000 and 5000
milliseconds)
3. “Enable Full Sync” is rarely
enabled on Remote Travel.
4. Central Travel Gateway
triggers should be enabled only
if central Travel Gateways is
configured for it. Local Travel
Gateway Trigger and Allow
Background Sync is
recommended enabled.
5. Popup can be configured as
wished.
25
6. Tick 'Yes, all settings are
approved, Save and Close
Slide 26
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
26
Slide 27
FireDaemon
•
Firedaemon is a third party software that runs non-windows service applications as if
they were windows service applications.
►
►
►
•
They start automatically when windows start (without logon)
They restart automatically if a crash should occur
They can be restarted e.g. once per day, if a ”hangin” situation should occur
Purchase and Download Firedaemon Pro from www.firedaemon.com.
►
►
Install it and start the Firedaemon Service Manager
The next pages will describe best practise setups, but you may to explore the opportunities of
Firedaemon further for the best possible setup in your environment.
27
Slide 28
Firedaemon
Travel Gateway Service Configuration
•
Install a new service and set it up as below and to
the right.
28
Slide 29
Firedaemon
File Sync System 2007 Service Configuration
•
Install a new service with settings as
pictured for
►
Filesystemsynchronize.exe
Parameter=servicemode
►
Filesystemlayer.exe
Filesystemlistener.exe
►
All
►
Logon Account (Must have Local Administrative
rights)
Schedule a Restart=Every 24 hours
29
Slide 30
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
30
Slide 31
Using File Sync System on a daily basis
Using File Sync System on a daily basis
is very easy. It starts when you start
SuperOffice and the only thing you will
see is the small icon in the system tray.
However, it can only synchronize when it
can “see” the server, so you must
regularly be connected.
File Sync System regularly makes a “can
I see the server” check. If it can, it starts
synchronizing of SuperOffice data to and
from the server, as well as it copies new
or changed documents to and from the
server.
Working in the Office
Enable Wireless Network or plug in a network cable,
start SuperOffice and remain on Travel.
File Sync system keeps you constantly up-to-date.
Working from home
Connect to the network and start SuperOffice.
File Sync system keeps you constantly up-to-date
while you work on-line.
You may run a “Full Synchronization – All Files” will
ensure that you have all colleague documents.
You may manually run a “Normal Quick Sync (All)”
to make sure it synchronizes while you are on-line.
31
Slide 32
Getting a document not available on Travel
In SuperOffice, you may get a message
like the one to the right when you are on Travel.
This is (usually) because the file does not exist.
If you are connected to the central network,
you can right click the File Sync System Icon
and select “SuperOffice Current Document” – and in
a few seconds you will get the below message
confirming that the file has been copied.
Right Click
A missing file on Travel is only two clicks
away. Right click and select “SuperOffice Current
Document”
32
Slide 33
Replication warnings
File Sync System has three different replication warning levels. A marking in the
icon indicates the warning level, and you will also be warned with pop-up.
High Warning Level:
When it is more than 24 hours since two-way replication was confirmed
successful. When the warning level is High, a red dot appears in the icon.
Low Warning Level:
When it is more than 6 hours but less than 24 hours since two-way replication
was confirmed successful. When the warning level is Low, a yellow dot appears
in the icon.
If you get the red
dot, you should
run a “Normal
Quick Sync”.
If it remains red,
you should notify
your
Administrator.
OK level:
When it is less than 6 hours since two-way replication was confirmed successful.
When the level is Ok, a small green tick appears in the icon.
User settings allow the user to receive
Status Popup messages at each level.
The message appears for 5 seconds
and then disappears again.
33
Slide 34
Understanding Replication warnings
In the Popup Message, you may get red arrows, yet still remain a Green Tick
mark in your icon.
The red arrows does not necessarily mean that something is wrong, but the
reason is that some installations are configured without “Central Gateway
Trigger” because it generates too many files.
In that case, a file that you send to the server will not be read until a specified
time. Usually it can be up to three hours apart.
You should not be concerned, until your icon shows a Red dot.
Two green arrows tells you that your have
been fully two ways synchronized – they have all
your data centrally, and you have theirs.
A red arrow is not reason for concern – only if you
get a red dot in your icon is there reason for alert.
34
Slide 35
Using File Sync System on a daily basis
To achieve a complete overview of the replication status, you can right click the File Sync System
icon and then select “Show”.
Under ‘Replication Status’ (marked with red) you can see the status of you replication and see
the dates and times of last successful synchronization.
1.
2.
35
Slide 36
Contents Overview
File Sync System Installation and Configuration
Page 2
Central Server Installation and Configuration
Page 3
Satellite Server Installation and Configuration
Page 13
Remote Travel Installation and Configuration
Page 21
Firedaemon Installation and Configuration
Page 26
Using File Sync System on a daily basis (Remote Travel users)
Page 30
Administering SuperOffice replication with File Sync System
Page 36
36
Slide 37
Administering SuperOffice Replication with FSS
The Replication Status Monitor
In File Sync System on the Central Server
you can access the Replication Status Monitor.
It gives you a list of all Satellites and Remote Travel Users using
File Sync System, and the status at the last synchronization.
The data showed above gives you the ability to identify if there are any problems, and to a very large
extent also what the problem is – and thereby making it easy to eliminate the problem.
A good Practise to improve replication stability would be to regularly check the Replication Status Monitor.
37
Slide 38
Administering SuperOffice Replication with FSS
Replication Monitoring Solution (Additional License)
You may consider to implement a more advanced Replication Monitoring solution, that automatically
alerts about problems by e-mail to an administrator.
The solution sends an alert
only if something indicates a
problem.
A nice feature is that it
excludes users on vacation
etc., so that you don’t get
“incorrect warnings”.
The solution is an add-on to
File Sync System and requires
an additional license.
Contact KONTINEO for further
information.
38
Slide 39
Administering SuperOffice Replication with FSS
SuperOffice Replication Administration with File Sync System Best Practise.
Ensure Travel Gateway and File Sync System stability
1. Configure Travel Gateway and File Sync System at servers with Firedaemon
2. Remember: If the services start-up account changes password, it must be changed in
services
User Configuration
1. Configure File Sync System with Auto Deployment Default Configuration
2. If users retire or new users are added, remember configuration in File Sync System License
Management
Client installation and upgrade
1. Configure File Sync System to be distributed with soloader.exe
2. Perform FSS upgrades at all servers (Stop services and run install over the existing). Let
soloader.exe distribute to clients.
3. Check FSS Version in Replication Monitor to check that the latest version has been
distributed to all clients.
Avoid Problems
1. Don’t just wait for users to tell about problems – use the monitor regularly to see if any
problems exists – correct them before they become problems
a) The Replication Monitor solution with automatic e-mail alert may be considered as an
alternative
Problem identification and elimination
•
Use Replication Monitor to see where a problem lies (which file number has caused a
problem)
•
Use “Write update” in Travel Menu/SO Administrator/Travel gateway to Rewrite down files
when this is the problem (it is the most common problem)
39