Create a scope
To create a scope, follow these steps:
- Open the USERS tab.
- Open the MANAGE SCOPES tab.
- Select Add Scope.
- Define a name for the scope.
- Create a filter that will define which files are part of the scope. 1
- The filter is built with a Regular expressions. For example,
the filter ^PP_FILE_STORE will give you access
to all files in PP_FILE_STORE.Note: You can use https://regex101.com as an online regex tester.
- The file path that you need to use for building the regular expression is
different from the CLOUDFLOW URL.
Differences:
CLOUDFLOW URL File path for filtering Uses %20 for a space Uses a regular space Starts with cloudflow:// Starts with the name of the File store Example cloudflow://Fileserver3/01%20WIP/files/FD000038/Olive_Oil_Z34EN.pdf
Example Fileserver3/01 WIP/files/FD000038/Olive_Oil_Z34EN.pdf
- The filter is built with a Regular expressions. For example,
the filter ^PP_FILE_STORE will give you access
to all files in PP_FILE_STORE.
- Define a welcome page. 2The welcome page is an HTML file that will be visible for the user with a specific scope after logging in.Note: Make sure the HTML file is in a scope that is accessible for the user.
- Select Save.
To edit or delete an existing scope, select the scope and select Edit or Delete.
You can filter scopes by NAME, FILTER and WELCOME PAGE. To do so, enter a query in one of the headers.
1 This step is
not compulsory. You can create a scope without defining a filter. In this case,
the scope will only contain a welcome page.
2 This step is not compulsory. You can create a scope
without defining a welcome page. In this case, the scope will only contain file
access restrictions.