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Admin Guide

Adding Data

1. Registering Credentials

The first step to adding data is allowing FileSlide access to selected buckets or paths from your provider. We suggest creating a new user account with your bucket provider specifically for FileSlide and applying the policies to allow read-only access to selected buckets or paths. You will then need to add the Access Key ID and the Secret Access Key to FileSlide.

  1. Sign-in as an Admin user
  2. From the Admin dropdown ( selected by default), select
  3. Click on the above the table and complete the empty row as follows:
    • Memo: friendly name to describe this credential, not shown to users, required
    • Access Key ID: copy-and-paste from your bucket provider, not shown to users, required
    • Secret Access Key: copy-and-paste from your bucket provider, not shown to users, required

NB: There is currently no way to test the credentials/connection before proceeding but a feature is on the roadmap

2. Registering Buckets

Now that credentials have been set up with your bucket provider, the next step is to register which buckets FileSlide has access to.

  1. Sign-in as an Admin user
  2. From the Admin dropdown ( selected by default), select
  3. For each new bucket to be registered, click on the above the table and complete the empty row as follows:
    • Provider: select your bucket provider: aws or wasabi, required
    • Name: the name of your bucket hosted by the provider, eg mybucket, required
    • Region: the region of your bucket, eg us-east-1, required
    • Endpoint: the endpoint of your bucket, required
      • Enter https://s3.wasabisys.com for the wasabi default
    • Credentials: select the credentials that were created in step 1 above, required

3. Registering Bucket Paths

The final step is to register which paths in which buckets will be added to FileSlide.

  1. Sign-in as an Admin user
  2. From the Admin dropdown ( selected by default), select
  3. For each new bucket path to be registered, click on the above the table and complete the empty row as follows:
    • Bucket: select your bucket that was registered in step 2 above, required
    • Path:
      • If you would like to add the entire bucket contents to FileSlide, enter ./
      • If you would like to add a specific path, enter it here eg backup/2019/for_dist/
    • Uses Datasets: typically select yes
      • A Dataset is a top level directory containing related files. For example, it might be all the output files from an analysis pipeline. By checking Uses Datasets, FileSlide will treat every child directory of this path as a Dataset.

After credentials, buckets and bucket paths have been registered, the selected data should appear in the view after 2-3 minutes. Please click the to refresh after 3 minutes. If the data does not appear please E-mail support@fileslide.io for assistance with debugging.

Adding Users

Anyone can sign up to FileSlide, but by adding a user you are adding them to a list of users that can receive your data (if permitted later). Adding a user (without adding them to a group) does not automatically give the user access to any data.

  1. Sign-in as an Admin user
  2. From the Admin dropdown ( selected by default), select
  3. To add a new user, click on the above the table and complete the empty row as follows:
    • Email: the users email address, required
    • First Name: the user's first name or memo, required
    • Last Name: the user's last name or memo
    • Admin: permits the user access to all of your data and configure FileSlide
    • Groups: By adding this user to a group, if the group already has permission to selected data, the user will also have permission to the data

Adding Groups

A group is a way of allowing selected users the same access privileges to selected data, without having to manage the privileges one-by-one.

  1. Sign-in as an Admin user
  2. From the Admin dropdown ( selected by default), select
  3. To add a new group, click on the above the table and complete the empty row as follows:
    • Name: the name of the group, required
  4. To add users to the group, add them from the Users configuration and use the column filters to view users in each group NB: Adding a user to a group will give that user access to all data the group currently has access permitted

Configuring Metadata

Metadata allows files to be annotated with any additional data, and allow users to group by, sort, filter and search data by that data.

  1. Sign-in as an Admin user
  2. From the Admin dropdown ( selected by default), select
  3. To add a new metadata field, click on the above the table and complete the empty row as follows:
    • Filed Name: the name of the field, can include spaces, case sensitive, required
    • Type: the type of data the field will store, required
    • Multiple: will this field allow multiple values? Multiple values are stored as an array but are displayed and entered by using a ; delimiter
    • Allow Grouping: This will add the field to the Group By dropdown above the main table
    • Restrict Values: This will convert the field to a dropdown so that only allowed values can be selected. To set the allowed values, enter a JSON array directly into this box, for example: ["Red","Green","Blue"]

Editing Metadata

  1. Sign-in as an Admin user
  2. From the Admin dropdown, ensure is selected
  3. Fields that support multiple values use a ; delimiter. So for example, entering Red; Green; Blue will add three values to the Colors field
  4. By using the List view with toggled, column filters can be used to select specific files and then copy and pasting and drag-filling can be used to update multiple files at once

Managing Permissions

  1. Sign-in as an Admin user
  2. From the Admin dropdown, ensure is selected
  3. From the main table, select the datasets, files or directories you want to permit or revoke by selecting the checkbox alongside them
  4. Select the user or group you wish to permit from the dropdown above the main table
  5. Select to allow the users or group to either View (download) or Clear (revoke) on the selected files
  6. Click on the button to permit/clear the permissions to the selected users or groups
  7. Click on the button to view the users with access to the files - you should now see the user email for the files permitted, or a missing email for the files revoked
  8. Click on the button to view the groups with access to the files - you should now see the group name for the files permitted, or a missing group name for the files revoked

Notifying Users

After data has been permitted to users or groups, FileSlide can send templated emails to notify users of new data.

  1. Sign-in as an Admin user
  2. From the Admin dropdown, ensure is selected
  3. From the main table, select the datasets, files or directories you want to permit or revoke by selecting the checkbox alongside them
  4. Select the user or group you wish to notify from the dropdown above the main table
  5. Select to allow the user or group to either View (download) or Clear (revoke) on the selected files
  6. Click on the button to launch the email editor for notifying the selected users or groups
    • Files displays a summary of the number of files and types that have been selected for notification
    • If notifying a user
      • Send to selected user is the default Email recipient. This recipient can be removed by clicking the x and re-added by clicking in the adjacent text box.
    • If notifying a group
      • Send to group members allows one or more recipients to be selected by clicking in the adjacent text box. To send to all users in the group select the checkbox All n users in group
    • Send to other users allows any other users to be selected as recipients
    • See Templating & Sending Email for help on setting and sending emails
  7. Click on the button to view the users with access to the files - you should now see the user email for the files that were notified has a alongside, indicating they have been notified of this data - mouse over for the notification date
  8. Click on the button to view the groups with access to the files - you should now see the group name for the files that were notified has a small flag alongside, indicating they have been notified of this data - mouse over for the notification date

NB: A green flag feature to notify the users have downloaded the data is on the roadmap

Templating & Sending Email

Setting a Default View

A default view keeps the following settings:

  • whether the Tree or List view is set (If you do not see the button in the top left hand corner this feature has been disabled)
  • whether the Datasets or All Files is set (If you do not see the toggle in the top left hand corner this feature has been disabled)
  • which columns are displayed
  • the order of the columns displayed
  • the default sort column and direction

NB: In the Tree View, a separate setting is used for when one or more datasets are expanded vs when all datasets are collapsed

It is recommended that you set a default view for new users that makes the most sense

  1. Sign-in as an Admin user
  2. From the dropdown select
  3. Change to any user
  4. Set the view controls above as you please, and expand datasets to set the expanded view too
  5. Click the
  6. From the dropdown select the user email you became
  7. Change back to yourself

NB: A feature to support configuring multiple views is on the roadmap