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Upgrade Notes

add stuff for multi-bucket
Note
Note

Upgrade Notes

This release introduces Multi-Bucket Support. Even if you don’t use this feature, you will need to reconfigure your bucket when you upgrade. You will also need to add a new field to any custom file objects you have

Configure Bucket(s)

  • Go to S-Drive Configuration

  • Enter your Amazon Access Key and Secret Key and click Configure Amazon S3 Credentials

  • Choose to either create a new bucket or use an existing bucket. See INSTALLING AND ACTIVATING S-DRIVE for detailed steps.

Add new Bucket_Id__c field to custom file objects

This step needs to be done for file objects that did not come with S-Drive. The file objects that come with S-Drive (Account File, Case File, Contact File, Lead File, Opportunity File) already have this field.

  • Go to Setup-->Object Manager tab

  • Go to your custom file object

  • Go to Fields and Relationships

  • Click New

  • Choose Text for the field type

  • For the label, enter “Bucket Id”

  • For length, enter 255

  • Field Name will auto-fill as Bucket_Id

  • Click Next, Next, Save

New Features

Multi-Bucket Support

Multi-Bucket Support allows multiple AWS buckets to be configured in S-Drive, and files . Files can be uploaded to a particular bucket based on rules you create in a field on the file object.

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. This can be any kind of field, but a formula field would be most useful.

Each time a file is uploaded, the bucket field will be read and the file will be uploaded to the specified bucket.

<Give use case examples>

Examples:

AccountFile has a picklist field called “Security” with Restricted, Not Restricted

Bucket field is formula that says if security is restricted, bucket is restricted-bucket. Else bucket is default-bucket. <<<give sample formula>>>

See https://cyangate.atlassian.net/l/c/y1GP2XPB for configuring your buckets. Each time a file is uploaded, the user can either choose a bucket by filling in a field on the 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.

See Multi-Bucket Support for more information

Note

Multi-Bucket Support Limitations

File Sync will only sync files to the Default Bucket.

Bug Fixes

  • Fix when a multi-page file is copied, and Preview & Thumbnail is enabled, only its first preview page is copied to the new file

  • Fix previews are not uploaded to right place if bucket key prefix is enabled