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How to automate content submission into FileCatalyst Workflow

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Providing an overview of how to automate job submission in FileCatalyst Workflow, identifying required settings, and how to use HotFolder.

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Page 1: How to automate content submission into FileCatalyst Workflow

Presenter: John Tkaczewski

June Webinar: How to Automate Content

Submission into FileCatalyst Workflow

Page 2: How to automate content submission into FileCatalyst Workflow

Presenter Introduction

| © Copyright FileCatalyst, 20132

John Tkaczewski• Co-Founder and President of Unlimi-Tech Software

Inc – The creators of FileCatalyst products.

• Oversees creative and technical vision for FileCatalyst Webmail and FileCatalyst Workflow

• Blog: http://www.filecatalyst.com/blog

Page 3: How to automate content submission into FileCatalyst Workflow

Agenda

• Overview: Automating Job Submission in Workflow

• Settings required in FileCatalyst Workflow

• Settings required in FileCatalyst HotFolder

• Using HotFolder to Submit Jobs and Files

• Using HotFolder to upload files only into File Areas

• Upcoming Events

• Questions

| © Copyright FileCatalyst, 20133

Page 4: How to automate content submission into FileCatalyst Workflow

Overview: Automating Job

Submission in Workflow

• Submitting files using a web browser in Workflow is easy BUT… it requires human interaction

• Ability to submit files by simply dragging and dropping files into a folder

• Better handling of very large files (2GB or more) or very long file transfers (2 hrs or more)

• Ability to automate file transfers into file areas.

| © Copyright FileCatalyst, 20134

Page 5: How to automate content submission into FileCatalyst Workflow

Settings required in

FileCatalyst Workflow

• Make sure that you have a correct license

• Make sure that “Allow Job Submission through HotFolder/Outlook/API/Mobile” for the user is checked

| © Copyright FileCatalyst, 20135

Page 6: How to automate content submission into FileCatalyst Workflow

Settings required in

FileCatalyst HotFolder

• Create a new site of Type FileCatalyst Web

• Specify complete URL to FileCatalyst Workflow

• Specify the user you created in Workflow in the previous slide

• Create a task using the site

• Make sure that after you Save the task you click on Edit – FCWEB Tab

| © Copyright FileCatalyst, 20136

Page 7: How to automate content submission into FileCatalyst Workflow

Using HotFolder to Submit

Jobs and Files

• Execute Task or let the schedule start it.

| © Copyright FileCatalyst, 20137

Page 8: How to automate content submission into FileCatalyst Workflow

Using HotFolder to upload

into File Areas

• Make sure that the user has access to a file area, for either a group or personal

• Select in FCWEB Tab in the Hotfolder Task the File Area

• Only files will transferred (no job will be created)

| © Copyright FileCatalyst, 20138

Page 9: How to automate content submission into FileCatalyst Workflow

Upcoming Events:

- IBC, Amsterdam (Sept 13-17)

- FileCatalyst User Forum, NYC (Oct. 1st)

- Interop New York (Oct 2-3)

- Broadcast India, Mumbai (Oct 9-11)

- IP Expo, London, UK (Oct 16-17)

And of course don’t forget our monthly webinars...

Page 10: How to automate content submission into FileCatalyst Workflow

Questions?