HomeGuides :: Trumpet Publisher for SharefileTrumpet Publisher - End User InstructionsPublish Files

2.3. Publish Files

  • Navigate to X:\Assemblage\Tools (where "X" is the network drive to which Assemblage is installed) and double click on the "Trumpet Publisher for Sharefile" tool
  • Upon launching the software, you will be prompted to select a configuration:

  • Double click on the configuration file
    or
    Select "Choose another" and navigate to the X:\Assemblage\Workspace\Trumpet Publisher Project\Config\ folder to select the configuration file (where "X" is the network drive to which Assemblage is installed)
  • The Sharefiler tool will open and prompt you for your Email Address and Password:

    Enter your email address and password for ShareFile and select "Sign In"
  • Navigate to the X:\Assemblage\Workspace\Trumpet Publisher Project\Publisher In\ folder (where "X" is the network drive to which Assemblage is installed)
  • Drag and drop the files from this folder onto the Trumpet Publisher Tool
  • Update any place holders in the Target ShareFile Path field (e.g. update YYYYQQ to the appropriate year quarter (like 2014Q2)
  • If you wish to Automatically remove documents after a particular period of time, check the check box next to "Automatically remove documents" and type in the number of days you wish to have the documents removed after:
  • Review
    • Check any problems and resolve any mapping issues.  If you need to review a particular file to determine it's contents, you can right click on the file and choose either "View in Explorer" or "Preview"

      View in Explorer - Launches windows explorer with the document you have selected highlighted
      Preview - Launches the document
    • Remove any unwanted files from the dialog by right clicking and choosing "Remove item(s)".  This will remove any highlighted items from the list.
    • Review the location a particular file will be uploaded to to ensure that you're uploading to the correct path by right clicking on the file and choosing "View in ShareFile"
  • Select "Send Files" at the bottom of the dialog to send the files to ShareFile
    Note:  If you have files highlighted, Trumpet Publisher for ShareFile will only publish those that you have highlighted.  If you wish to send all files to ShareFile, select Ctrl + A on your keyboard, or have no files selected in the dialog
  • If you need to Cancel Publishing for any reason, select the "Cancel" button.  Any files that have the green check in the Send Result column will be published to Sharefile, and you will need to delete those manually.

 

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