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Multi-Bucket Support allows multiple AWS buckets to be configured in S-Drive. Files will can be uploaded to a particular bucket based on criteria determined by either on the fly or based on rules you create. Each time a file is uploaded, the user can either choose a bucket by filling in a field on the file object created by the System Administratorthe upload page, or the file will automatically be uploaded to a particular bucket based on some criteria you set up. If no bucket is specified, the file will go to the default bucket, which is defined by you.
For each file object (AccountFile, ContactFile, etc) including custom file objects, you can create a field to specify which bucket files will be uploaded to. You can use a formula field to create rules to determine what bucket to upload to, or you can use a checkbox, picklist, text field, number field, etc to select the bucket.
Each time a file is uploaded, the bucket field will be read and the file will be uploaded to the specified bucket. The field is read again to retrieve the file for opening or downloading.
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bucket
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the
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file is uploaded
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to is then saved in Bucket Id field so the file can be retrieved.
Setting up Multiple Buckets
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Set up your buckets
Create a field on the file object that will determine which bucket is used
Specify that field in S-Drive Configuration
1. Set up your Buckets
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If you are newly installing S-Drive, multiple buckets can be set up during installation. See INSTALLING AND ACTIVATING S-DRIVE for more information. |
You create and manage buckets on S-Drive Configuration “S-Drive Authentication Settings” Tab
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Add buckets by choosing Use existing bucket or Create a new bucket
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The Bucket Id field is a text field up to 40 characters and must be unique among all your buckets. This Id will be used in the bucket field you set up on the file object. For example, if your bucket field is a picklist, the picklist values need to be the bucket ids. The bucket id can be the same as the bucket name.
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2. Create a Bucket Field on the file object
The Bucket field is defined on the file object, such as Account File, Case File, etc. We’ll use Account Files as an example here. This is a different field than the Bucket Id field that already exists on our out-of-the-box file objects (Account File, Contact File, Opportunity File, Lead File, and Case File) or that you created on your Custom File Objects.
Go to Setup->Object Manager->Account Files
Go to Fields and Relationships
Click New to create a new field
Choose what type of field it is, such as Text, Formula, Picklist.
Give your field a name (ex: Bucket To Upload To)
You can choose a default value if you wish, or you can choose to populate the Bucket To Upload To field on each file you upload
Once you’ve finished, click Save
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Examples of Bucket fields
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3. Specify the bucket field in S-Drive Configuration
Go to S-Drive Configuration General Settings TabScroll down to Upload Settings.“S-Drive Authentication And Bucket Settings” Tab
Next to Multiple Bucket Setting, click Configure.
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This will open the following page:
The Bucket Name Field is the field you created in step 1 above. Fill in the API field name and click the “Enabled” checkbox.
Click Save
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Uploading files Once defined, the bucket name field needs to be populated in order to upload files. This can be done by selecting a bucket for each file when uploading, or by using a formula field. If When uploading files, if no bucket is selected, the file will be uploaded to the default bucket, which is chosen during bucket setup. |
How Multi-Bucket support
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works with other features
Upload with duplicates not allowed: Duplicate names are checked on a per-record basis. If you have an Account File called FileA on AccountA in Bucket1, you will get a duplicate warning if you try to upload FileA on AccountA into Bucket2. If you choose to “overwrite”, the old FileA will be deleted from Bucket1 and the new FileA will be uploaded to Bucket2.
Versioning: New versions are uploaded to the same bucket.
File Sync: Files will be synced to the bucket from the bucket field when possible. If the bucket cannot be determined (for example, it is normally selected through the user interface during upload), then files will sync to the default bucketFile Sync only syncs files to the Default Bucket.
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File Sync does not support multiple buckets. |
Preview and Thumbnail: Previews and Thumbnails are generated for files as expected and reside in the bucket along with the file.
Zip and Download: files from different buckets can be downloaded together into a zip file
Shortcuts: Shortcuts are pointers to files and are not stored in any bucket. A shortcut will point to the underlying file regardless of what bucket it is in. Note; You could have a record with files that are all in Bucket1, but that same record could have a shortcut to a file in Bucket2.
Copy/Paste: The file will be put in the bucket selected according to the bucket field when pasted. Note that if you have implemented a picklist to select the bucket upon uploading the file, you will not be able to select the bucket when copying/pasting. You can only paste into folders on the same record where the copied file resides, so mostly often this will be the same bucket as the copied file
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Possible unintended results: When a file is copied and pasted (which is only allowed between folders within the same parent record), a new file record is created and the file is uploaded to the destination folder. If the way you choose the upload bucket is by manually selecting from a picklist or using a checkbox during upload, this won’t work with copy/paste. Pasting does not give you the opportunity to select from a picklist or check a box and the bucket field from the original S-Drive file record is not copied to the new file record. Example:
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Cut/Paste: The file will be put in the bucket selected according to the bucket field when pasted. Note that if you have implemented a picklist to select the bucket upon uploading the file, you will not be able to select the bucket when cutting/pasting. You can only paste into folders on the same record where the cut file resides, so mostly often this will be the same bucket as the cut file
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Possible unintended results: When a file is cut and pasted, (which is only allowed between folders within the same parent record) only the Parent Folder Id field is changed to reflect the new folder. The bucket id field is not changed. A file that is cut and pasted will always remain in the same bucket. Example:
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Copy URL: creates a link to the file that points to the correct bucket
Public Share: Gives access to files across multiple buckets