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Guides :: Worldox Autofiler

1. Installation and Set Up

1.1. Install Assemblage

The Worldox Autofiler is a tool that is included in the Assemblage application.  Therefore, you must install the full version of Assemblage, but you will be licensed to utilize the Worldox Autofiler tool only.

Assemblage should be installed to a network drive accessible by those in the firm who will need to use the software (e.g. X:\Assemblage).  This does not need a dedicated network drive, and can be installed to an existing location. This network drive should have enough disk capacity to hold all the content that will be included in your report packages.

1)    Download and save the Assemblage Installer file provided to you via email
2)    Double click on the installer executable to run the Installation Wizard
3)    Click "Next" at the Welcome window
4)    Read the Software License Agreement and select "I Agree"
5)    Select "Browse" and locate the network location (drive letter) to which you wish to install Assemblage
6)    Select "Install"
7)    Navigate to X:\Assemblage (where "X" is the network drive to which Assemblage is installed) and double click on the Assemblage executable file (assemblage.exe) to launch
8)    When prompted, copy and paste the license number provided to you via email
9)    Click "OK"

Assemblage should now be installed on your network.

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1.2. Database Connection Set up

Assemblage often utilizes a firm's existing SQL Databases to collate various pieces of content.  Trumpet establishes those connections via Windows authenticated connections. 

This configuration is available from the main Assemblage application, Tools->Preferences, Database connections:

You can have multiple Database connections

To add a database connection, select "Add"



When the "Add..." window opens, provide a Connection name (typically the name of the software):



The Connection URL field should be completed as follows:

jdbc:jtds:sqlserver://<servername>/<databasename>;instance=<instancename>

Where you replace the "<servername>" with the actual server name, <databasename> with the actual database name and <instancename> with the actual instance name

e.g. jdbc:jtds:sqlserver://SRV2014/JUNXURE;instance=JUNXURE

e.g. jdbc:jtds:sqlserver://SRV2014/PC;instance=PORTFOLIOCENTER


Encryption

If your SQL server requires SSL encryption, you will need to add ssl=required to the end of your Connection URL. 


e.g. jdbc:jtds:sqlserver://SRV2014/JUNXURE;instance=JUNXURE;ssl=required

e.g. jdbc:jtds:sqlserver://SRV2014/PC;instance=PORTFOLIOCENTER;ssl=required


Testing

To ensure that you have access to the appropriate database, select "Test Connection"



If your connection is set properly, you will see the a green check, along with the dialog that says "Successful connection made!"


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2. Worldox Autofiler - End User Instructions

2.1. Use the Worldox Autofiler Tool

  • Navigate to X:\Assemblage\Tools (where "X" is the network drive to which Assemblage is installed) and double click on the "Worldox Autofiler" 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\Worldox Auto Filer\Config\ folder to select the configuration file (where "X" is the network drive to which Assemblage is installed)
  • Navigate to the location where the documents you wish to auto-file are stored
  • Drag and drop the files from this folder onto the Worldox Autofiler tool
  • Review any problems, and select "Save Files"
  • If you wish to cancel the file saves at any point in time, select "Cancel" (any files that have a green check in the Save Result column will have been saved, and you will need to delete them directly from Worldox)


Note:  You can drag entire folders to the Worldox Auto Filer, however, you cannot drag .zip files to the Worldox Auto Filer

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