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en:padsystem_version_8.0:padsystem_8_cloud_user_manual

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en:padsystem_version_8.0:padsystem_8_cloud_user_manual [2025/06/11 06:32] – administratoren:padsystem_version_8.0:padsystem_8_cloud_user_manual [2025/08/21 07:39] (current) – [License Usage Guidelines in Padsystem Cloud] administrator
Line 37: Line 37:
  
 __Action bar__ __Action bar__
 +
 Note: Guests can only be invited into Stores, not Shares. Note: Guests can only be invited into Stores, not Shares.
-=== 1.Add Folders (New) or Work Files === + 
-=== 2.Edit file information === + 1.Add Folders (New) or Work Files  
-=== 3.Delete Files === + 
-=== 4.Copy Files *Copied files will automatically be added to the store (New) === + 2.Edit file information  
-=== 5.Download === + 
-=== 6.Upload === + 3.Delete Files  
-=== 7.Automatically converts files to Padsystem file formats (New) === + 
-=== 8.Invite users ===+ 4.Copy Files *Copied files will automatically be added to the store (New)  
 + 
 + 5.Download 
 + 
 + 6.Upload 
 + 
 + 7.Automatically converts files to Padsystem file formats (New)  
 + 
 + 8.Invite users 
  
 {{:en:padsystem_8_cloud_user_manual:manual_storepage_1.png?|}} {{:en:padsystem_8_cloud_user_manual:manual_storepage_1.png?|}}
  
-==== Inviting Guests Into Your Store ====+__Locked Files__ 
 + 
 +The File will be locked when someone opened, In this situation, the locked file is read-only. 
 + 
 + 
 +===== License Management ===== 
 + 
 + 
 +__What is a License?__ 
 +>A license is an official permission or permit that allows an individual or entity to do, use, or own something. It is often a legal agreement where the licensor grants the licensee permission to use a service, product, or intellectual property under specific conditions. 
 + 
 + 
 +__Purchasing Licenses__ 
 + 
 +Users can purchase licenses in Account Settings under the "wheel icon" 
 + 
 +> ** __IMPORTANT NOTE ABOUT LICENSES:__** 
 +>1- Users have 15 days after a license expires to renew it. After this grace period, the account and all its contents will be permanently deleted and cannot be recovered. 
 +>2- License renewal will start from the day of expiration. 
 + 
 +{{:en:padsystem_8_cloud_user_manual:manual_licensemanagement.png?|}} 
 + 
 + 
 +__Release Licences__ 
 + 
 +1.Click "wheel" icon 
 + 
 +2.Select Account setting 
 + 
 +3.You can see who is using the licence and the number of files locked, Click Release Licences to unlock all files the user is locked 
 + 
 +{{:en:padsystem_8_cloud_user_manual:manual_licensemanagement_3.png?|}} 
 + 
 +====Invitation  (Inviting Guests Into Your Store)==== 
 + 
 +>invitation" generally means a request or offer to someone to join, access, or participate in something. 
 +>Invite" feature allows you to share access to your Store (which is like a folder containing your pattern and marker files) with other users. 
 + 
 +>The ability to send invitations typically depends on your role and permissions within the platform. 
 +Only Store Owners have full control and can invite others to access their store.
  
-Users can choose what type of permissions to give invited guests. 
 == Roles: == == Roles: ==
 Restrict things Guests can do within Store. Restrict things Guests can do within Store.
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 {{:en:padsystem_8_cloud_user_manual:manual_storepage_2.png?|}} {{:en:padsystem_8_cloud_user_manual:manual_storepage_2.png?|}}
 +
 +====License Usage Guidelines in Padsystem Cloud====
 +
 +Padsystem Cloud uses a license-based system to manage user access and file editing capabilities. Below are key scenarios to help users understand how licenses are consumed and shared.
 +
 +1. When an Invited Person Works in Your Share
 +
 + • The invited person uses your license if they open files within your shared environment.
 +
 + • Only one license is consumed per active user session.
 +
 + • If your license is already in use, the invited person may encounter a “not enough license” error.
 +
 +2. When an Invited Person Works in Their Own Share
 +
 + • Invited users cannot use your license to work in their own share.
 +
 + • Each user must have their own active license to work independently.
 +
 + • Attempting to open files without a valid license will result in access errors
 +
 +3. When an Invited Person Uses Their Own License in Your Share
 +
 + • Yes, this is allowed.
 +
 + • If the invited person has an active license (e.g., Yumi@gmail.com, valid until 2025-09-07), they can work in your share without consuming your license.
 +
 + • This setup supports collaborative work while maintaining license independence.
 +
 +🔄 Licenses automatically change their status to “Not Occupied” after 15 minutes of inactivity, as triggered by the system.
 +
 +  * Users can manually release a license by clicking the “Release License” button.
 +   Always save your work before closing the application to avoid losing progress.
 +
 +=====Administration - Share Access Control=====
 +
 +__What is Share access control__
 +> Share access control refers to the permissions and rules that determine:
 +>.Who can view, edit, or manage shared files or folders
 +>.What actions each user can perform (e.g., read-only vs. full control)
 +>.How access is granted or revoked
 +Access control is crucial for collaboration, security, and data integrity, particularly when multiple users work on the same projects.
 +
 +
 +//Access Control//
 +
 +Users can change the permission of invited guests in "Wheel icon"(Administration), under Access Control. They can share folders or files with other users; set access levels (e.g., view-only, edit, or manage) and can track who has access and adjust it anytime.
 +
 +{{:en:padsystem_8_cloud_user_manual:manual_accesscontrol_1.png?|}}
 +
 +__Role Management__
 +
 +> store manage – Users have full access to the store (License not included)
 +
 +> Store Access – Only able to see files within Store.
 +
 +> Work Add – Add Folders and Work Files
 +
 +> Work edit – Editing Folder and Work File content
 +
 +> Work Delete – Delete Work/Folders from store
 +
 +{{:en:padsystem_8_cloud_user_manual:manual_accesscontrol_2.png?|}}
 +
 +__Guest management__
 +
 +1.Guest’s user name
 +
 +2.Members permission toggle
 +
 +3.Store that the guest has been invited to
 +
 +{{:en:padsystem_8_cloud_user_manual:manual_accesscontrol_3.png?|}}
 +
 +
 +
 +=====Home Page=====
 +
 +Desktop login to Padsystem 8.0.2 and add a home page for customer convenience in file management
 +
 +**Open and save files**
 +
 +1. If you open old Cloud files, it will open with a home page, and the Pad icon will be created on the desktop (PC)/Mac App “Launch Pad”  folder automatically.
 +
 +{{:en:padsystem_version_8.0:圖片5.png?|}}
 +
 +Desktop icon on PC {{:en:padsystem_version_8.0:圖片6.png?100|}}
 +
 +Pad icon inside Mac Launch Pad >Padshare {{:en:padsystem_version_8.0:圖片7.png?70|}}
 +
 +2. If you double-click the desk icon, the login page will open to enter the account login information. After logging in, the home page will be displayed
 +
 +{{:en:padsystem_version_8.0:圖片8.png?|}}
 +
 +3. If you edit existing cloud files or create a new one, the file will be saved to the local server as soon as you click save.
 +
 +**Work files and location**         
 +
 +1. The image in the lower right corner of the work file shows whether the storage location 
 +Is it in the cloud or on the local server
 +
 +{{:en:padsystem_version_8.0:圖片9.png?|}}
 +
 +2. Find the location where the file is stored: Select the file and click the General Information icon to display the Storage Location.
 +{{:en:padsystem_version_8.0:圖片10.png?30|}}
 +
 +{{:en:padsystem_version_8.0:圖片11.png?|}}
 +
 +**Home page introduction**
 +
 +Click “Padsystem” home page, which will show you some functions to assist you in opening or managing local files conveniently.
 +
 +{{:en:padsystem_version_8.0:圖片12.png?|}}
 +
 +**Currently Landed**
 +
 +This shows “Share” you have currently landed into.
 +
 +{{:en:padsystem_version_8.0:圖片13.png?|}}
 +
 +**Folder - Side Menu**
 +The side menu shows the Shares you have access to with the license you are currently using.
 +
 +{{:en:padsystem_version_8.0:manual_landingpage_3_ownshare.png?80|}} {{:en:padsystem_version_8.0:manual_landingpage_3_invutedshare.png?100|}}
 +
 +Own Share    Invited Shares
 +
 +{{:en:padsystem_version_8.0:圖片14.png?|}}
 +
 +**Stores and Shares**
 +**Share:**Is equivalent to your account.
 +**Store:**Folders within your account.
 +
 +{{:en:padsystem_version_8.0:圖片15.png?|}}
 +
 +**Search:**
 +Type and search for letters or numbers in the Search column
 +
 +{{:en:padsystem_version_8.0:圖片16.png?150|}}
 +
 +**Store Page**
 +
 +**Action bar**
 +    1. Add Folders or Work Files
 +    2. Rename the work name
 +    3. Delete Files
 +    4. Copy Files *Copied files will automatically be added to the store
 +    5. Download : Multiple files can be download
 +    6. Upload: Multiple files can be uploaded
 +    *Automatically converts files to Padsystem file formats 
 +
 +{{:en:padsystem_version_8.0:圖片17.png?|}}
 +
 +=====Storage Engine=====
 +
 +Padsystem Cloud allow user to set up his/her own storage server such that works (files) can be stored in the user defined storage instead of in Padsystem Cloud.  This is likely require by companies who do not want to store their works in our centre.
 +
 +Once the Share is configured to use its own storage engine, all newly created works will be stored into that server.  Existing works will be remains in its original storage location until it is saved again.
 +
 +You may setup more than one storage engine, although not recommended, but only one will be used for writing.  You may put the server into your local area network or in the Internet, as long as all your users  can access the storage server by the Padsystem Desktop.
 +
 +__What is  SFTP server?__
 +
 +At the moment, we only support SFTP server as user defined storage engine.  An SFTP server (SSH File Transfer Protocol server) is a server that enables secure file transfers, remote file access, and file management over the internet using the SSH protocol. It's a secure alternative to the traditional File Transfer Protocol (FTP), offering encryption for data transmission and authentication. 
 +
 +SFTP server is very common and easy to setup.  You may setup a Linux server which has SFTP server build-in.  For Windows, there are many free and commercially available SFTP servers such as FileZilla.
 +
 +
 +**Set up a storage engine**
 +
 +1. Click the wheel icon {{:en:padsystem_version_8.0:圖片1.png?30 |}} on the left-hand side bar. 
 +
 +2. Click Preferences
 +
 +{{:en:padsystem_version_8.0:圖片2.png?200|}}
 +
 +**Input server information into the” Storage Location” and then click “Save.”**
 +{{:en:padsystem_version_8.0:圖片3.png?|}}
 +
 +  1. Storage Engine : Select “sftp”
 +
 +  2. Server Address: Local server I.P. address
 +  
 +  3. Username: Server username
 +  
 +  4. Password: Server Password
 +  
 +  5. Path: The file's save location path on the server.
 +
 +
 +**Storage engines summary**
 +
 +This page provide a summary on how many storage engine you had defined and its usage.
 +
 +{{:en:padsystem_version_8.0:圖片4.png?|}}
 +
 +=====FAQ=====
 +
 +**1. Q : How to transfer an old file to a local server?**
 +
 +**A :** Open the file you want to transfer to the local, make slight modifications or move the pattern piece, then press 'Save.' The file will automatically be sent to the local server.
 +
 +**2. Q: How to send files on your local server to others via email or other media?**
 +
 +**A:**  On the home page, select the local server files and download them to your computer using the download feature. After that, you can send them to someone else.
 +
 +**Note:** Users cannot copy files directly from the server. They must use the home page or the cloud web page to download the files.
 +
 +**3. Q: If I change the server, can I get the file open from the old server?**
 +
 +**A:**
 +
 +Case 1 : If you change the new server (S2), when the user opens a file from the old server (S1) and edits it, the changes will be saved to the new server (S2) once they save the file.
 +
 +Case 2:  If the old server (S1) does not exist, when the user opens a file from the old server (S1), an error will appear.
 +
 +Case 3: If the storage location changes to a local server that does not exist (e.g. typo mistake in the save path), an error will appear when you open and then save the cloud file.
 +
 +About three cases will appear below the error message. To check the file storage location setting, go to the Cloud landing page, click the 'wheel' icon, and then navigate to Storage Engine.
 +
 +{{:en:padsystem_version_8.0:圖片18.png?|}}
 +
 +**4. Q: Why does opening a cloud file result in a 'File Not Found' error?**
 +
 +{{:en:padsystem_version_8.0:圖片19.png?|}}
 +
 +**A:** It is possible that you have set the wrong storage location, causing the file to be inaccessible. You should go to the Cloud landing page, click the 'wheel' icon, then navigate to Storage Engine to check the file storage location.
  
  
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