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Learning Center articleUsing Files - Connections 4
Added by ~Ben Brekrolit | Edited by ~Lily Asarecheketsi on September 30, 2012 | Version 23
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expanded Abstract
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Watch this Connections video to learn how to use Files to store, share, organize, and collaborate on files.
Tags: 4.0_media
Duration 3:29 | Contains audio
This video introduces you to Files in IBM® Connections 4.0.
To watch the video, click the play button. To read a text version of this video, scroll to the Welcome section on this page.


Watch this video full screen in a new window
Download this video in .mp4 format


Table 1
: Welcome

Step
Audio
Onscreen action
1.1
Files lets you store, share, organize, and collaborate on files.
The welcome screen displays.

© Copyright IBM® Corporation 2012

Table 2: Finding and sorting files

Step
Audio
Onscreen action
2.1
You can see your files in the My Files view.
Click My Files in the navigator pane and show the My Files view.
2.2
Click other views to see files that people have shared with you, files you’ve shared, files that are available to communities to which you belong, and public files.
Click through the Shared With Me, Shared By Me, Community Files, and Public Files viewing options and then click to display My Files again.
2.3
Limit the view display to files containing specific tag names by selecting or typing a tag name.
With the My Files view displayed, highlight the Public Tags area and select a tag name from the cloud or list. Click the x on the filter to unfilter.
2.4
In the Sharing view, you can filter the list of files to see which files are public and which files are private.

In the Date Updated view, you can display files that were updated during a certain time interval.
Expand Date Updated and click Past 7 days. Click the x on the filter to unfilter.

Expand Sharing and click With everyone (public) and then With no one (private). Click the x on the filter to unfilter.
2.5
You can also customize the view to display with different columns. For example, let’s add the Created by column and include the number of Comments, Likes and Downloads in the view display.
Click Customize and enable the Created by, Comments, Likes and Downloads options, and then click Show.
Table 3: Uploading, pinning, and removing files

Step
Audio
Onscreen action
3.1
When you’re ready to start sharing files, upload your own files.
Click Upload Files.
3.2
Select the files you want to upload and optionally add tags. Tags will help others find your files more easily.

You can make these files private, share them with people or communities, or make them public.

Click Browse and navigate to the files. Select three files. Type a tag name. Select Public and then click Upload.
3.3
To view or work on a file, you can download it. If you edit the file, you can upload it as a new version and describe your edits in the change summary field.
Highlight Download this file. Click Upload New Version and show the change summary field.
3.4
You can list all the file's versions, including date and summary information.
You can list all the file's versions, including date and summary information.
3.5
You can pin frequently used files and easily find them later in the Pinned Files view.
Display the My Files view. Click the pin icon for 3 of the files displayed. Click to display the Pinned Files view.
3.6
When you no longer need certain files you can move them to the trash.
Check three files in the My Files view and then click Move to Trash. Click OK when prompted.
3.7
You can delete or restore specific files from the Trash view or delete them all by emptying the trash.
Click Trash in the navigator pane and show the Trash view. Click the arrow button next to one of the listed file names to show the Restore/Delete dropdown. Move the cursor over the Empty Trash option.
Table 4: Sharing and following files

Step
Audio
Onscreen action
4.1
You can share your files with other people or communities, make them public, or keep them private.
From the My Files view, click to open a file page and click Share.
4.2
Everyone in the Connections community can find and view a public file. If only certain people need to view or edit the file, then share the file only with certain people or communities.
Select Public and then select People or Communities.
4.3
When you share your files with a person you can grant them reader or editor access.

Reader access lets them see and potentially share the file.

Editor access lets them download, edit, and upload a new version of the file.

You can include a message in the notification that will be sent to people you’ve shared the file with.
Click People or Communities to show the menu options and select Person.

Click Reader/Editor, select Reader, start typing Te and select Ted Amadou.

Click Reader/Editor, select Editor, start typing Sam and select Samantha Daryn.

Type Please let me know what you think. in the Message field and click Share.

4.4
You can follow other people’s files to be notified when those files are modified, liked, or commented on.

You can see all the files and other items that you are following in the Home view.
Click Public Files, open a file, and click Follow.

Click Home and click I’m Following.
Table 5: Creating folders and adding files

Step
Audio
Onscreen action
5.1
Folders provide a great way to help you organize files, such as by project or task.
Click New Folder. In the Name field type projections. In the Description field, type Resources and presentations.
5.2
You can share folders like you can share files. We'll keep this folder private for now.
Highlight the sharing options, select No one, and click Share.
5.3
Open the folder to begin adding files. You can choose files from several display views, including My Files. The files you select will continue to display in the same views but will also be available from this folder.
Click My Folders. Open the projections folder and click Add Files. Highlight the display options in the navigator pane. Click My Files, select multiple files and click Add Files.

Table 6: Conclusion

Step
Audio
Onscreen action
6.1
Now you are ready to upload and start sharing, organizing, and collaborating on files.
Display the closing screen.
6.2
For more information about using Files, click Help in the product.
© Copyright IBM Corporation 2012.
(See attached file: FilesVideoC4.mp4)

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