Professional Services Packages

The professional services team delivers a number of post installation services on a time and materials basis, but some common services are offered at a fixed cost. The services below are available to customers with active FileCare subscriptions. As part of your FileCare subscription we will help you choose the package which is best for your situation at no extra charge.

Contact your FileCare team at [email protected] for help on choosing the package that is right for you.

Server migration (one step, self-hosted)

There are many situations where you need to move your application server to a new environment. Perhaps you are changing data centers, changing to virtualization of your system or you want your application running on a current version of Microsoft Windows. If you are not upgrading at the same time or if you are upgrading from a recent major version of FileHold, this package is likely for you and includes a number of necessary elements of your move.

  • Migration planning,
  • Assistance with questions related to new server preparation,
  • Installation and test of the FileHold application on your new server,
  • Direction and assistance* with copying repository and full text index files where needed,
  • Configuration changes associated with pointing to existing databases or logical drives as needed and
  • The final test with all components migrated.

Package price: $300 USD

See the SQL server migration package if you will also be migrating to a new database server.

Customers that would like to upgrade their FileHold version at the same time they are migrating their server can do so at no extra cost as upgrades are included in your FileCare subscription.

Server migration (FileHold Cloud)

Many customers would like to eliminate the cost and headache of maintaining their own server. A server in the FileHold Cloud is maintenance free for our customers. We make sure you are on current Microsoft versions, you have enough disk space, required patches are applied, etc.

  • Migration planning,
  • Cloud server preparation,
  • Direction and assistance* with copying repository, full text index files and database files to the cloud and
  • The final test with all components migrated.

Package price: $800 USD

Contact your account manager at [email protected] for a quote on Azure hosting in the FileHold Cloud.

SQL server database migration

There is no need to migrate the application server and database server at the same time depending on Microsoft's product release schedule, but when it is time you need this package. Often customers elect to upgrade their application server at the same time as their database server. This is especially true if the database server and application server run on the same Windows server. This package can be added on to the other customer infrastructure packages and includes the following elements.

  • Migration planning,
  • Assistance with questions related to new server preparation,
  • Dismount the FileHold databases from the old database server,
  • Direction and assistance* with copying the database files to the new server,
  • Mount the FileHold databases on the new server,
  • Configuration changes associated with pointing to the new databases and
  • The final test with all components migrated.

Package price: $200 USD

Advanced internal dropdown menu set up

FileHold provides a mechanism for dropdown menus that are maintained in the administration menu. It also offers a way to connect to arbitrary databases to populate these lists. The first method is good for relatively short and static lists. The second is great when the data is maintained somewhere else. The advanced internal dropdown menu set up is good for times where the lists will be long and there is nowhere to conveniently maintain them.

This method uses offline documents to populate the list using the database dropdown menu field type. It has the benefit of being able to use arbitrarily long datasets, import list items from a delimited text file, give specific users or groups permission to maintain some or all the items, and offer the option of using search fields.

This package includes the following elements:

  • A one-time import of items from an Excel, delimited text, or similar file to pre-populate a customer configured offline document schema with up to one unique id, one caption, and four additional search fields.
  • Configuration of an SQL view of the offline document schema which will be available through the normal dropdown menu configuration dialog.
  • Configuration of a single dropdown menu to use the SQL view and provide a template for use with other fields.

Package price: $300 USD

External data synchronization

Disconnected external data synchronization for decoupled systems and FileHold Cloud is sold per data set. For example, vendor from an ERP system would be a data set, as would employees from an HR system or customers from a CRM. There is a professional services charge and an annual subscription.

First data set configuration:   $500 USD
Subsequent data set configuration(s):   $250 USD
FileCare subscription per data set:   $100 USD

 

Typical extender scenarios

Extenders are additional functionality designed to plug-in to your application server and add features to FileHold outside of the standard production installation. There are standard packaged solutions avaiable for four of our extenders.

Installation of the extender binary files is also included when needed in addition to a specific extender scenario. If the scenario you need is not on this list, it may still be available from the professional services team outside of a package.

Workflow extender plug-in

Each scenario assumes a single workflow template, but configuration can be copied to other templates by customer.

Id Scenario Notes
1.1 Select one workflow, initiate up to 10 different workflow templates based on up to 3 aggregated metadata or system fields. For example, route a human resources request form to different groups for processing.
1.2 Approval escalation based on up to 3 aggregated metadata or system fields for up to 5 fixed levels of escalation. For example, high invoices amounts need additional approvals compared to low invoice amounts.
1.3 Initiate up to 1 workflow with a fixed initiator based on an event or event notification. For example, notify a contract team about a renewal instead of only the contract owner.
1.4 Automatically add supporting documents based on matching up to 3 metadata or system fields with initial document. For example, add the purchase order and receiving document to an invoice approval workflow.
1.5 Automatically assign participants or observers for a single workflow activity in a single workflow based on workflow document owners.  

Document extender plug-in

Each scenario assumes a single document schema, but configuration can be copied to other document schemas by customer.

Id Scenario Notes
2.1 Prevent duplicate documents based on up to 3 metadata or system fields within any one library object or document schema. For example, do not allow the same document name to occur more than once in a folder.
2.2 Constrain date ranges between up to 3 metadata fields in one document schema. For example, an employee start date must be before their termination date.
2.3 Calculate up to 3 metadata fields based on a single reference field and up to one numeric or date field each. For example, automatically calculate the end and notice dates of a contract based on the start date.
2.4 Conditional required field based on calculation for up to 3 metadata or system fields on the same document schema. For example, the product type field is only required for manufactured products.

Quick notes extender plug-in

Id Scenario Notes
3.1 Configure for a single document schema on a single FileHold desktop application. In a train-the-trainer mode, IT personnel will get enough information in the installation session to repeat the installation on additional desktops. Additional schemas can easily be added to a configuration file on the application server.

Version control number extender plug-in

Id Scenario Notes
4.1 Configure for a single document schema, a single workflow template, and a single workflow status metadata field. The configuration can be easily updated to accomodate other schemas, workflows and metadata field or field values.

Package price: $300 USD per scenario

If the extender you need is not already installed on your system, it can be licensed for $50 per month on an annual subscription.

* Migration packages require that remote access to the target systems is available over the internet; at a minimum by hands-off screen share. Shared keyboard and mouse is best.