Connect your File Server step-by-step
You learn how to configure your File Server and how to configure Layer2 Cloud Connector. We provide you with practical hints and known issues for a smooth start.
Step 1 - configure your File Server and Layer2 Cloud Connector
You only need the path to the local folder from your server where you store the files you want to synchronize. In our case a NAS server.
Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.
Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.
Connections to File Server can be bi-directional. An initial connection should always be uni-directional to assure that both data entities are identical before switching to bi-directional. Therefore, choose Left to Right as Direction. You can change this setting after your initial synchronization finished successfully.
Step 2 - configure the Data Entity 1
We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.
Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.
Select the Data Provider for File System from the data provider list. You can search for File System by typing into the selection box.
- "Directory=path;" this property defines the folder where the files are in you want to synchronize.
- "User=myUser;" this property defines an account that has access to the share.
Enter the user's password in the password field below the connection string.
For the Connection String, we need the in step 1 mentioned information.
You can copy the connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.
The Select Statement text box is used to define specific data queries, e.g you can filter for specific filetypes. We do not need it in this case. Save your changes by using the right-hand pane option Save Changes.
Step 3 - configure the Data Entity 2
We are going to send the data to a custom SharePoint Online Document Libary. It's required that you set up this library prior to the next steps. Your library should contain matching columns according to your source entity.
Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup.
For more information about the SharePoint provider visit: https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.
You can copy the Connection String which contains the minimum of required properties to connect to your custom SharePoint Online Document Library.
Click Refresh Authentication Token to authenticate and follow the authentication dialog.
Save your changes by using the right-hand pane option Save Changes.
Step 4 - running your connection
To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process.
This is a data preview of the information we have accessed in our source entity.