Best practices for Jarvis Drive 365 and OneDrive

Best practices for Jarvis Drive 365 and OneDrive

Important-This article is about the owners of the new JarvisDrive module: the "JarvisDrive 365". For more information about this module visit ourwebsiteor make an appointment with thecommercial service.


Connect to One Drive

  1. OneDrive account per user. - Do not use the same OneDrive account for two or more different people, which will eventually result in file loss and regulatory changes.

  2. One OneDrive account per computer session.- Be careful to use only your own OneDrive account on your equipment (connected with your personal username and password). You can install as much OneDrive as you have equipment as you use personally.

Managing Directories and Files

  1. Limit the movement of directories Records.- Avoid moving the directory of a Folder in the directory of another Folder from Jarvis Drive 365 or OneDrive, at the risk of breaking the automatic connections between the relevant folder and its directory, as well as all the elements it contains (subdirectories, files...).

  2. Avoid names that are too long.- Do not name files or directories with names that are too long. The total access path of a file (which includes the directory tree containing it and the name of the file) must not exceed 400 characters.
    Example of access path:C:\Users\tdupont\JARVIS\Documents\Kino file.docx

  3. Avoid starting/end a name with a space or point.

  4. Avoid specific characteristics and emojis.- Do not use special characters or emojis in names given to directories or files.
    Examples of special characteristics not to use: ~ "#% & *: < >?? / \ { | }

  5. Do not directly rename the directory associated with a Folder.- To rename a File and its associated directory it is preferable to go through theamendment of the Filein himself.

  6. Do not give the same name to two directories/files.- Avoid naming two files/directories in the same subdirectory with exactly the same name (same spelling), even if the upper/lower case differ.

  7. Do not delete the directory "Archives" directory.- This directory is used in the functionality ofarchiving of Customer Records: when you archive a Client Folder, the associated Jarvis Drive 365 directory is automatically moved into the "Archives" directory.

  8. Do not manually move the directory of a Client Folder in "Archives".- This operation is done automatically thanks to the functionality ofarchiving of Customer Records.

Sharing of Directories of Records

  1. Limit shares. - Share documents in a file (Access Access) only with stakeholders who will be required to work on the file to avoid propagations of possible errors.

  2. Avoid working together on the same file.- Be careful not to multiply users working in the same File at the same time, and especially users working on the same file.

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