Rebranding the Web Client and FileHold Desktop Application

Rebranding of FileHold is the process of replacing special character strings, in which the word/name “FileHold” is used, in all visible user interfaces (screens, web pages, message boxes etc.) for both FileHold Web Client and FileHold Desktop Application (FDA), including Microsoft Office Client.

The following strings can be replaced in the Web Client application:

• “FileHold” — refers to the product name and featured in many places throughout the user interface.

• “My FileHold” — refers to the document repository name and featured in the library navigation tree.

• “FileHold Systems Inc.” — refers to the company name and featured on several screens.

• “FileHold Website” — website name visible on the Web Client login screen.

• “FileHold Website URL” — URL pointing to the web site.

• “FDA” — an abbreviation for FileHold Desktop Application (FDA) featured on some screens in the system. Administration section of Web Client (i.e.: on the License Information screen or the Activity Log Report screen).

• "FileHold Desktop Application” — full reference to the FileHold Desktop Client application featured on some screens in the System Administration section of Web Client.

The following strings can be replaced in the File Hold Desktop Client application:

• “FileHold” — refers to the product name and featured in many places throughout the user interface.

• “My FileHold” — refers to the document repository name and featured in the library navigation tree.

• “FileHold Systems Inc.” — refers to the company name and featured on several screens.

• “FDA” — an abbreviation for FileHold Desktop Application (FDA) featured on many screens / dialog boxes.

• “FileHold Desktop Application” — full reference to the FileHold Desktop Client application featured on many screens / dialog boxes.

For FDA rebranding there is also an ability to set up custom:

• About Box URL

• About Box e-mail address

• Report Feature URL (URL to a site and page where new feature suggestions could be reported by regular users)

For example, a fictitious ABC Inc. customer requests rebranding for the Web Client application, which can be performed using our tools and processes:

• Replace “FileHold” with “ABC”

• Replace “My FileHold” with “My ABC Docs”

• Replace “FileHold Systems Inc.” with “ABC Inc.”

• Replace “FileHold Website” with “ABC Website”

• Replace “FileHold Website URL” with www. ABC.com

• Replace “FDA” with “ABC–DA” (abbreviation for ABC Desktop Application)

• Replace “FileHold Desktop Application” with “ABC Desktop Application”

All strings in the Web Client that can be replaced reside in resource files in a special directory on the server. For FileHold Desktop Application the resource files reside within the compiled FileHold Desktop Application on users’ machines.

The replaced strings must be within the “number of characters” parameters that FileHold has set for these fields and in most cases are limited to the number of characters of the default FileHold stings (please contact FileHold Support team for details).

Both the rebranding of FileHold Web Client and FileHold Desktop Application (including Microsoft Office Client) is available as a chargeable service and for the rebranding to take effect the corresponding options must be enabled in the FileHold license (two separate licensing options – one for Web Client and one for FileHold Desktop Application).

Upon purchasing the Web Client rebranding service, the license option is activated and a special wizard tool, which FileHold developed specially to support the rebranding services, will be made available to the customer. Using this tool an administrator of the customer’s system (with the assistance from the FileHold Customer Support organization, if required) will be able to perform the rebranding process against the live system at their site.

Here is a sample screen from the Web Client Rebranding tool, with the new custom values entered:

In the case of Web Client, rebranding can also include the replacement of the FileHold logos with the customer or partner logos. This process, although simple, is not automated and requires a collaboration between a FileHold Support representative and customer’s IT personnel. There are also strict requirements on logo size for the two types of logos which could be replaced. See Customizing the Web Client Login Screen and Adding a Custom Logo to the Web Client Header for details.

If customer requires that FileHold Desktop Application be rebranded, after purchasing this service they would provide the requested custom replacement strings for all categories / areas to FileHold and FileHold Support Organization will execute the rebranding process using our automated tool.

Here is a sample screen from the FDA Rebranding Tool, with the FileHold default values (before entering the new custom values):

The new strings, as requested by the customer, are entered into relevant fields and the rebranding process is started by invoking the Convert button. After replacing all default strings with the new ones in all resource files, the entire FDA, including the rebranded resource files, are recompiled and the new FDA.exe is generated. The rebranded Desktop Client application can then be sent to the customer to be copied to the end-user machines; however, the license with the FDA rebranding option enabled must be in place for those machines to be able to connect to the FileHold Server .

NOTE: Only the interfaces of the FileHold application clients will undergo the rebranding process. None of the FileHold product installers can currently be rebranded. As a consequence the desktop shortcut icon name is not rebranded because it is installed by the installer. Therefore you must change the logo manually after FileHold Desktop Application is installed.

When considering rebranding the task of installing upgrades needs to be considered. There will undoubtedly be new references to “FileHold” in future product releases so the rebranding process will need to be re-run after the system is upgraded to a new version as the new version will be installed with FileHold’s standard resource files. This will have to be done by the customer for the Web Client application on the server and the new rebranded version of the FileHold Desktop Applications (with the compiled resource files). It will be delivered to the customer free of charge as long as the original license was purchased with the Rebranding option(s) and the customer is on the FileCare support program.

NOTE: "FileHold” will continue to be visible on the License Information page in the System Administration section of Web Client as part of the Version Number and Build Number numbering scheme.

In addition to the rebranding described above, customers can further customize their applications by changing colors for the Web Client application or the entire “color schemes” for the Desktop Application. The techniques to perform such customizations are not unique to the FileHold applications and are well known within the IT community; therefore, they are not discussed here.

For more information on private or OEM branding of FileHold document management software contact sales@filehold.com.

See also:

Customizing the Web Client Login Screen

Adding a Custom Logo to the Web Client Header

Localization

Troubleshooting

Developer Resources