•Download an Individual Object
•Edit or Replace Existing File
•Delete Individual or Multiple Files
Within the Explorer widget, users can create new files, edit or delete existing files from the database, or edit file metadata. Each file and its associated metadata are stored in the DT_FILE table. The default metadata associated with files in the Explorer widget are described in the following sections. If custom file metadata parameters are defined in the RT_FILE_PARAM_TYPE table, additional file metadata parameters may be available.
File Sources
Within the Explorer widget, there are several methods of linking to files to download. These can be specified in the Upload File pop-up that appears when clicking New File.
1.Local File – The user uploads the file into the widget (as described in the following section). The file is stored as a Binary Large Object (BLOB) in the DT_FILE table.
2.Internet – Enter the URL where the file is located. The options are Redirect or using EQuIS as a Proxy.
a.Redirect – the database stores a shortcut file for that URL in DT_FILE. When a user selects the file name from the Explorer grid, the URL of the file launches directly in a new browser tab, displaying or downloading the file per the browser settings for that filetype.
b.EQuIS as Proxy – selecting the file name from the Explorer grid temporarily opens a new browser with a destination that includes the Enterprise site's URL. The file from the URL will be loaded to the temp folder of the Enterprise server, and the user receives the download from the Enterprise server. The tab then closes.
Note: The widget's multi-download functionality is not supported for Internet Redirect files. The multi-download of EQuIS as Proxy files may be delayed, as the file first downloads onto the Enterprise server. |
Uploading Files
To upload a new file, click the New File button to open an Upload File window. This button is only available to users with Creator permission on the File type object. The file will be associated with the session facility.
While the New File button on the Explorer widget allows for a single file to be uploaded to the EQuIS database, users may want to load many files. For information on uploading multiple files at a time, see File Management in EQuIS Professional.
The Upload File window includes the following default file metadata options. Additional file metadata parameters may be displayed in the Upload File window if custom file metadata parameters have been defined in the RT_FILE_PARAM_TYPE table. The file object can link to an external file source instead of being stored in EQuIS. DT_FILE.CONTENT holds either the actual file in binary form, or a link file (.uri) that includes the external location and, optionally, any file content search text.
Save To – Allows user to select a folder to save the file. Defaults to the All Items root folder if no folder is selected. The user needs at least editor permission on the folder selected to save the file.
Title – Title for the file stored in DT_FILE.TITLE. This is a required field.
Author – Name of file author stored in DT_FILE.AUTHOR. This field is optional.
Place Type – Indicates the file's expected use and what it is associated with (e.g., EDD_FORMAT; SYS_LOC_CODE; LOCATION_TYPE_CODE; or COC, report, or template properties).
Place Code – User-defined code for that place type (e.g., a location, location type, label, or category). Not all place types require place codes.
Remark – A description of the file stored in DT_FILE.REMARK. This field is optional.
Object EUID – Users can set and edit the DT_FILE.OBJECT_EUID value to facilitate document management.
Location – Select a location from the drop-down list to associate the file with that location, which results in DT_FILE.PLACE_TYPE = SYS_LOC_CODE and DT_FILE.PLACE_CODE = {SYS_LOC_CODE value of the location} (e.g., B-30). The locations displayed in the drop-down menu will be for the selected Facility session. This field is optional. If left blank, no values are assigned related to location in the DT_FILE table.
Note: The Location drop-down menu will only be enabled if PLACE_TYPE = SYS_LOC_CODE |
Date – The DT_FILE.FILE_DATE field will automatically populate with the date the file is upload if a date is not selected. Use the calendar tool to select a past date to assign to the file to denote when the file was created rather than uploaded. The required date format is YYYY-MM-DD (ISO 8601 standard).
Confidential (Y/N) – Use the radio buttons to mark the file as confidential. This value is optional and stored in DT_FILE.FILE_CONFIDENTIAL_YN.
File Source – This window includes radio buttons for a Local file or Internet file source (i.e., URL). The file name or URL is stored in DT_FILE.FILE_NAME. For further detail, see the File Sources section.
•Local File – Select the file to upload by browsing to the file or by dragging and dropping it. An Upload Box will appear. This box displays the name, size and status of the file being uploaded. Click the Upload button. If the file is successfully uploaded, the Upload Box will display a white check mark within a green circle under the Status column. Select the Close button to exit this box.
•Internet – Enter the URL where the file is located. The options are Redirect or using EQuIS as a Proxy, described in the File Sources section.
Download an Individual Object
To download an individual object (file, report, or dashboard) from the Explorer widget, do one of the following.
1.For files (Type = 'file_id'), click the filename in the Object Name column.
2.For any type of downloadable object, select the checkbox in the record row, then click the Download button 
in the toolbar.
Note: Depending on the type of individual file being downloaded (e.g., REPORT_ID, FILE_ID, etc.), users may be prompted by the browser to save the file, or the download window will open. |
Download Multiple Objects
Note: The Download option will be enabled only if the files are of the following types: •FILE_ID •REPORT_ID •USER_REPORT_ID •DASHBOARD_ID |
Via Toolbar |
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To download files from the Explorer Widget via the toolbar: 1.Select the file(s) to download by clicking the checkboxes next to the file(s). 2.Click the Download button |
Via Context Menu
To download multiple files from the Explorer Widget via the context menu:
1.Select the files to download by clicking the checkboxes next to the files.
2.Right-click to open a context menu.
3.Select Download.
Advanced File Search
Use the Advanced File Search button to search for and/or filter information to find a specific file. The Advanced File Search button opens up an Advanced File Search window, which can be used to filter specific file items in Enterprise based on search criteria specific to file metadata fields.
This includes the following parameters:
•Title •Author •Uploaded by - the user name of the uploader •Confidential •Facility •Location |
•Date •File content (with full-text index enabled in the database) •Remark •Filename |
If custom file metadata parameters have been defined in the RT_FILE_PARAM_TYPE table, other fields may also be displayed.
Notes: •When the date filter is set to "Anytime", files with a null date property (i.e., no file date) will appear in the search results. |
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Edit or Replace Existing File
Any file displaying in the information grid can be edited by clicking on the file name in the Code column of the grid, assuming the user has permission to edit the file. The Edit File window opens displaying the file folder path and the existing file metadata values. Additional file metadata parameters may be displayed in the Edit File window if custom file metadata parameters have been defined in the RT_FILE_PARAM_TYPE table.
Change file metadata by editing the appropriate items. If only editing metadata and not replacing the file, make any desired changes to the file metadata and click Save 
.
To replace the existing file, click Browse. Select the desired new file. The Upload Box window has options to upload the new file or cancel the action.
The Edit File window automatically closes after the new file uploads, replacing the existing file and saving any metadata changes made in the Edit File window.
Warnings: •When opening the File Editor for a file with a null FACILITY_ID in DT_FILE, the "Facility" field auto-populates with the active Enterprise facility. Click the facility button to open the Facility Chooser and clear the active facility from the File Editor. •Updating file properties or replacing a file through the File Editor also leads to the following changes. •Unless the user has selected "Y" in the "Confidential" field of the File Editor, a null CONFIDENTIAL_YN field in DT_FILE for that file will be replaced with "N", as the "Confidential" radio button options default to "N". If needed, update this field using the Confidential options of the File Editor, or clear the CONFIDENTIAL_YN field in DT_FILE. •When replacing a file, the Date field (FILE_DATE in DT_FILE) will also update. •Changes to the Date field will retain the time of the original date. Make any needed updates in DT_FILE.FILE_DATE. |
Delete Individual or Multiple Files
Notes: •The Delete option is only enabled if the files are of the following types: •FILE_ID •REPORT_ID •USER_REPORT_ID •DASHBOARD_ID (only for Admin users) •The Delete option will be disabled for non-Admin users if a DASHBOARD_ID type is selected. |
Via Toolbar |
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To delete files from the Explorer Widget via the toolbar: 1.Select the file(s) to delete by clicking the checkboxes next to the file(s). 2.Click the Delete button 3.Confirm your selection via the dialogue window. |
Via Context Menu |
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To delete files from the Explorer Widget via the context menu: 1.Select the file(s) to delete by clicking the checkboxes next to the file(s). 2.Right-click to open a context menu. 3.Select Delete. |
