1. April Webinar: Advanced Configuration of Order Forms in Workflow
Presenter: John Tkaczewski
Duration: 45 minutes

2. Presenter Introduction
John Tkaczewski
Co-Founder and President of Unlimi-Tech Software
Oversees creative and technical vision for FileCatalyst Webmail and FileCatalyst Workflow
Blog:
| © Copyright FileCatalyst, 2013

3. Agenda FileCatalyst Workflow 101 Order form DEMOS: Workflow Demos:
Basic Submission Form
Basic Distribution Form (sending files to )
Assigning Order Forms to Groups
Job Wide HTML Headers
Default Values in Order Form Fields
Allowing the user to select FTP/FC site via order form
Workflow Demos:
Going straight into an order form or upload step
Going straight into a file area
Deployment and Licensing Options
30 day free trial
Questions (please type them in as we go)
| © Copyright FileCatalyst, 2013

4. FileCatalyst Workflow 101
Dave Starts
FileCatalyst Workflow 101

5. FileCatalyst Workflow 101
Core Components
List
Secure Transport
Java Applets, Form Upload (if no Java plugin), HotFolder, Mobile and SDK
Intelligence
Fields, Order Forms, Sites, Groups, Jobs, Status, File Areas, Users
| © Copyright FileCatalyst, 2012
WiFi:7q568sk4

6. Secure Transport Components
Applets
Upload, download, file area
Protocol detection (UDP, TCP, HTTP) , retry and resume
Checksum and deltas
HotFolder
Uploads to either a new job or file area
Automation
Pre and post task
Folder synchronization (XATTR + ACLs)
Bandwidth Schedule
Native Browser (W3C)
Form upload
HTTP links
When Java Plugin is not detected
2GB max file size
No retry and no resume
Mobile
Uploads into file area
Job Submission into any order form
iOS and Android
Future Development
HotFolder job downloads
Mobile downloads and job submission
| © Copyright FileCatalyst, 2012
WiFi:7q568sk4

7. Intelligence Components
Field
Meta data you wish to capture during the job submission process; Input types: Text, Text Area, Drop Down (Select), Date, Quantity (Number)
Workflow Modifiers (Smart fields): Recipient , Recipient CC (Notification List), Site Selector, list, Job Expiry, Download Password or automatically generated PIN
Order Form
Main Workflow logic
Collection of fields (meta data) defined by the system admin
Job Fields or per file fields
Multiple order forms per user, a user can execute multiple workflows
Sites
Any FileCatalyst Direct Server or 3rd party FTP(s) site
Target storage location of files (media)
Could be same server but different target path Or a separate geographical location
Dynamic path assignment based on the form data
Script execution (Command line OR URL calls)
Storage of job artifacts in XML and PDF
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WiFi:7q568sk4

8. Intelligence Components (continued)
Group
Extends default user properties
Order form assignment (multiple order forms per user)
Shared Folders – file area – shared media storage
Shared transactions (Jobs)
Permissions
Job
Entity that combines files (media) and order form information (meta data)
Transactional information (job history log)
Status
Automatic status triggers. Incomplete -> Sent, Sent -> Shipped, Incomplete -> Error
Coming Soon: User defined triggers based on the outcome of the script execution or status template
| © Copyright FileCatalyst, 2012
WiFi:7q568sk4

9. Intelligence Components (continued)
User
Authentication (LDAP, Active Directory, SSO, Internal Database)
Assigned functionality – submission, distribution, file area, admin or full access
Assigned to one or multiple groups
File Area
Web accessible file share
Submission of files from file share into Workflow
Automated uploads and downloads via HotFolder
| © Copyright FileCatalyst, 2012
WiFi:7q568sk4

10. Building Blocks for any File Transfer Workflow
User View
Administration View
User Authentication
Security
Order Forms
Groups
Jobs
Fields
Users
Status
FileCatalyst / FTP Sites
FileCatalyst Workflow
Upload / Downloads (Java Applets, HTTP (Form Uploads), HotFolder , Mobile, API)
Create Job
View Job
File Area
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WiFi:7q568sk4

11. Workflow Diagram Status Job User Group Order Form File Area Sites
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WiFi:7q568sk4

12. DEMOS
DEMOS
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13. 30 day free trial and licensing cost
To request free trial of FileCatalyst Direct visit
Licensing Options for FileCatalyst Workflow
Perpetual on-site license is $12,500 USD (one-time fee)
Leased on-site license is about $500/month
Hosted (Cloud) License on a shared server is about $500 per month
UDP Acceleration add-on starts from $5,000.
| © Copyright FileCatalyst, 2013

14. Upcoming Events: - FileCatalyst User Forum, Los Angeles, California (May 6) - Interop 2013, Las Vegas, Nevada (May 7-10) - CanSec 2013, Ottawa (May 29-30) - Broadcast Asia, Singapore (June 18-21) -IBC, Amsterdam (Sept 13-17) And of course don’t forget our monthly webinar....

15. Thank you for attending our April webinar. Questions
Thank you for attending our April webinar! Questions? Please type in your questions.