Upload files to UNIFY

Use the UNIFY File Transfer Assistant to upload extraction data to the UNIFY server.

Tip: If you want to automate your file uploads, see information about the UNIFY File Tool in the UNIFY Installation and Operations Guide.

Note: If your organization are mainly using MSAB Kiosks, MSAB Tablets, and XRY Express, uploads to UNIFY are automated as a part of the workflows your organization are set up to use. In this scenario, no other file transfer tools are required. For more information, see the UNIFY Installation and Operations Guide.

Prerequisites

  • The UNIFY File Transfer Assistant must be available on a computer with access to the location where the files to be uploaded are located. In practice, this normally means on the computer where XRY is installed.

    Tip: The UNIFY File Transfer Assistant is included in the UNIFY setup available on the MSAB Customer Portal. Download the setup and run the Extract only option. No installation is required.

  • Permission to upload files must be set for your user in the UNIFY Management Console.
  • You must know the UNIFY server URL.
  • To upload files to an existing case, the List case permission must be set for your user for that case.

Procedures

Set up the UNIFY File Transfer Assistant

The first time you use the UNIFY File Transfer Assistant, you must enter the connection details.

  1. In the UNIFY File Transfer Assistant, click Connection settings...
  2. In the Host name box, enter the URL for the UNIFY server.
  3. Enter the Username and Password for your UNIFY account.

    Note: Permission to upload files must be set for your user in the UNIFY Management Console.

  4. Leave the Enable debug log checkbox cleared. It is only needed for troubleshooting purposes.
  5. Click Save.

Upload files using the UNIFY File Transfer Assistant

  1. Open the UNIFY File Transfer Assistant.
  2. Select the files to upload by either dragging folders to the gray field at the top or browsing to the folder to select. The folders you select are added to the list of files selected for upload.
  3. Select a Destination.
    • Select Create a new case for each uploaded folder to automatically create cases for each uploaded folder.
    • Click Select case... to browse the cases and select the case to which to upload the files. The cases you can choose between are the cases for which you have the List case permission.
  4. Click Start upload.
  5. If you want to view the log with details of the upload, click Log.
  6. When all files are uploaded, click Close.