File sharing from Compare and Protect - supported data storage regions

Some Compare and Protect users may not be able to upload files to Workshare online if they have one of the new data storage locations selected. They will always be able to upload files via the Workshare desktop app as well as via the right-click option Workshare > Share to Group.

What regions are available?

The following are the storage locations available for Workshare data.
 

Region name	Previously called
Americas – Northern Virginia	US Standard
Americas – Oregon	US West (Oregon)
Americas – Northern California	US West (Northern California)
Americas – Sao Paulo	South America (Sao Paulo)
** Americas – Ohio **	** New **
** Americas – Montreal **	** New **
EMEA – Ireland	EU (Ireland)
** EMEA – Frankfurt **	** New **
** EMEA – London **	** New **
Asia Pacific – Singapore	Asia Pacific (Singapore)
Asia Pacific – Tokyo	Asia Pacific (Tokyo)
Asia Pacific – Sydney	Asia Pacific (Sydney)
** Asia Pacific – Mumbai **	** New **
** Asia Pacific – Seoul **	** New **

The issue arises when you install Professional/Compare/Protect with the File Share & Sync module and you have one of the new regions selected to store your Workshare data.

How do I know which storage location is used?

Storage locations are selected on the Admin Console by an Admin on the Workshare account.

The default Workshare storage location is in Dublin, Ireland (EMEA – Ireland). The admin can change the default location to another secure Workshare-approved geographical location. This is done from the Data Management tab of the Admin Console and is described here: http://workshare.force.com/knowledgebase/articles/Text_Article/Change-Workshare-file-storage-location/

The admin can also assign individual users to a particular geographical storage location so that any files or file versions uploaded to that user’s folders, groups and deals will be stored in the specific location. This is done from the User Management tab of the Admin Console and is described here: http://workshare.force.com/knowledgebase/articles/Text_Article/Set-different-file-storage-locations-for-your-users

When the storage location is changed, only files added to new folders, groups and deals will go there. Existing data is not migrated across to the new location and files uploaded to existing folders, groups and deals will still be added to the previous location.

Where do I upload files from in Compare/Protect?

After installing Workshare Professional/Compare/Protect with the File Share & Sync module selected, you will have the following ways of uploading files to Workshare online.

From Office (Word, PowerPoint, Excel):

Option name	Option details	When new location selected
Workshare ribbon - Save to My Files	Save the open file to your My Files folder in Workshare online		You cannot upload to Workshare online using this option
Workshare ribbon - Share	Share the open file to a group in Workshare online		You cannot upload to Workshare online using this option

From Outlook:

Option name	Option details	When new location selected
If auto convert large attachments is configured	When attachments exceed the size specified, they are automatically converted to links - the attachments are saved to a folder in Workshare and recipients receive a link to that folder.		When Workshare Professional/Compare/Protect 9 Update 6 or above is installed, you can use this option to upload to Workshare online
			When a version of Workshare Professional/Compare/Protect 9 prior to Update 6 installed, you cannot upload to Workshare online using this option
If the Link option is configured on the attachments bar	Convert your attachments to links. The attachments are saved to a folder in Workshare and recipients receive a link to that folder.		When Workshare Professional/Compare/Protect 9 Update 6 or above is installed, you can use this option to upload to Workshare online
			When a version of Workshare Professional/Compare/Protect 9 prior to Update 6 installed, you cannot upload to Workshare online using this option
Attach as link button in message ribbon	Use the sharing functionality to send a link to a large file when it cannot be sent by email. (Your administrator may set a limit on the size of files you can email to avoid large files blocking Exchange.)		When Workshare Professional/Compare/Protect 9 Update 6 or above is installed, you can use this option to upload to Workshare online
			When a version of Workshare Professional/Compare/Protect 9 prior to Update 6 installed, you cannot upload to Workshare online using this option
When Interactive Protect is configured, the Convert to link options in the Interactive Protect panel	Convert your attachments to links. The attachments are saved to a folder in Workshare and recipients receive a link to that folder.		When Workshare Professional/Compare/Protect 9 Update 6 or above is installed, you can use this option to upload to Workshare online
			When a version of Workshare Professional/Compare/Protect 9 prior to Update 6 installed, you cannot upload to Workshare online using this option
When Protect Profile is configured, selecting the Secure File Transfer or Clean & Secure File Transfer profile in the Protect Profile dialog	Convert your attachments to links. The attachments are saved to a folder in Workshare and recipients receive a link to that folder.		When Workshare Professional/Compare/Protect 9 Update 6 or above is installed, you can use these options to upload to Workshare online
			When a version of Workshare Professional/Compare/Protect 9 prior to Update 6 installed, you cannot upload to Workshare online using these options

From Compare:

Option name	Option details	When new location selected
File menu or Home ribbon - Save to My Files	Save the open comparison to your My Files folder in Workshare online		You cannot upload to Workshare online using this option
File menu or Home ribbon - Share	Share the open comparison to a group in Workshare online		You cannot upload to Workshare online using this option

From right-click (Windows Explorer):

Option name	Option details	When new location selected
Workshare > Share to Group	Share the file to a group in Workshare online		You can use this option to upload to Workshare online

Note: This option is available when you install the desktop app on its own or when it is installed automatically as part of the File Share & Sync module.

From the desktop app:

If you have one of the new storage locations selected, you will be able to upload files to Workshare online using the Workshare desktop app as well as dragging/saving files into the Workshare sync folder.

Uploading from the mobile app

Users on Workshare for iPhone/iPad version 3.3.6 and below will not be able to upload any files to Workshare, whether one of the new or original locations is selected. We encourage all our customers to update to the latest version of Workshare for iPhone/iPad.

What happens when I upload?

If you have selected one of the new storage locations, in the limited circumstances when the upload fails, you will see a standard error message explaining there was a problem uploading your file. Use a different method to upload the file, such as via the desktop app.