Last modified by Dennis Segebarth on 2026/02/26 10:27
From version 27.2
edited by Dennis Segebarth
on 2026/02/25 15:29
Change comment: There is no comment for this version
To version 25.1
edited by Dennis Segebarth
on 2024/08/16 09:02
Change comment: Deleted image "Resume File Upload v2.2.6 2023-04-13 1815.png"

Summary

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10 10  
11 11  All files uploaded to the platform land in the //Green Room//. In this isolated storage area, the only people who can view and download the files you have uploaded are you and the Project Administrator(s). Project Administrators can verify that the data are compliant with the Project’s data management plan before being copied to the //Core //where all other Project members (except Project Contributors, see //Managing HDC Projects > Project Roles//) can view and access the file.
12 12  
13 -[[image:1723802592552-117.png||height="139" width="859"]]
13 +[[image:Project File Upload v2.0.10 2023-01-17.png||height="8%" width="50%"]]
14 14  
15 15  == Prerequisites ==
16 16  
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54 54  
55 55  You can check the progress and completion status (success or failure) of Project files uploaded, downloaded, and deleted during the current login session using the File Status panel. Click the **File Status icon** in the Main Menu to open the File Status panel then browse the activity tabs (**In Progress**, **Uploaded**, **Downloaded**, **Trash Bin**).
56 56  
57 -[[image:1723802613048-462.png||height="474" width="864"]]
57 +[[image:Project File Status v2.0.10 2023-01-16.png||height="20%" width="50%"]]
58 58  
59 59  To view the complete history of all Project files uploaded, downloaded and deleted, not just activities in the current login session, use the File Stream Advanced Search.
60 60  
61 -[[image:1723802630131-211.png||height="358" width="870"]]
61 +[[image:Project Recent File Stream Advanced Search v2.2.6 2023-04-14.png||height="21%" width="50%"]]
62 62  
63 63  1. Navigate to the Project Canvas and locate the Recent File Stream panel.
64 64  1. Click **Advanced Search** to open the File Stream Advanced Search.
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70 70  
71 71  The Portal provides the ability to resume a file upload already in progress so you don’t have to restart the upload from the beginning.
72 72  
73 -[[image:1723802641609-122.png||height="324" width="871"]]
73 +[[image:Resume File Upload v2.2.6 2023-04-13 1815.png||height="19%" width="50%"]]
74 74  
75 75  To resume a file upload after a failure:
76 76  
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105 105  * 7zip: .7z
106 106  * RAR: .rar
107 107  
108 -[[image:1723802657065-379.png||height="506" width="868"]]
108 +[[image:Projects File Previewer v2.2.3 2023-05-03.png||height="29%" width="50%"]]
109 109  
110 110  1. Locate the file in the File Explorer.
111 111  1. Click the **Action icon** (three dots) beside the file and select **Preview** (only visible for archive file listed above).
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148 148  
149 149  Recommended for bulk tagging of files and folders.
150 150  
151 -[[image:1723802673774-424.png||height="141" width="868"]]
151 +[[image:Project Customized Tags v2.0.10 2023-01-17.png||height="8%" width="50%"]]
152 152  
153 153  1. Navigate to the Project File Explorer (Green Room or Core).
154 154  1. Select one or more files and/or folders by clicking the checkbox beside each one, then click **Add/Remove Tags** in File Explorer menu.
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180 180  
181 181  Use this method to add Project-specific metadata annotations to your files on upload.
182 182  
183 -[[image:1723802688075-223.png||height="456" width="394"]]
183 +[[image:Projects File Attributes v2.1.2 2023-01-18.png||height="46%" width="40%"]]
184 184  
185 185  1. Begin a File upload (see //Uploading Files//)
186 186  1. Select a File Attribute template from the dropdown menu (only visible if the Project Administrator has configured File Attributes) and enter the requested information.  File Attributes can be either required or optional on upload depending on how the Project Administrator has configured them. 
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189 189  
190 190  == Method 2: from the Project File Explorer ==
191 191  
192 -[[image:1723802709785-695.png||height="139" width="856"]]
192 +[[image:Projects File Attributes from File Explorer v2.1.2 2023-01-18.png||height="8%" width="50%"]]
193 193  
194 194  1. Navigate to the Project File Explorer Green Room or Core.
195 195  1. Select one or more files and/or folders by clicking the checkbox beside each one, then click **Add Attributes** in File Explorer menu.
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205 205  
206 206  To submit a request to copy data from the Green Room to the Core (requires Collaborator role),
207 207  
208 -[[image:1723802723363-498.png||height="157" width="867"]]
208 +[[image:Projects Request Copy to Core v2.1.2 2023-01-18.png||height="9%" width="50%"]]
209 209  
210 210  1. Navigate to the Project File Explorer Green Room
211 211  1. Select one or more files and/or folders to be copied by clicking the checkbox beside each one. The Request to Core option becomes visible in the File Explorer menu.
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217 217  
218 218  To view your submitted and approved requests:
219 219  
220 -[[image:1723802735878-454.png||height="317" width="587"]]
220 +[[image:Projects Requests Left Menu v2.3.3 2023-04-26.png||height="27%" width="50%"]]
221 221  
222 222  1. Click the Requests icon from the Project left menu bar.
223 223  1. Click **New** to view your new requests that have not been fulfilled, or **Completed **to view requests that the Project Administrator has fulfilled. Requests are identified by the username and the date/time stamp when the request was submitted.
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240 240  * //Upstream lineage// displays the points in a file's journey up to its current state. For example, a file newly uploaded to the Green Room has only one upstream point, the Green Room File node, representing the point when the file was introduced the the platform.
241 241  * //Downstream lineage// displays points in a file’s journey from a specific state forward. For example, when viewing the lineage of a file stored in the Green Room that was later copied to the Core, the downstream lineage displays the Green Room File node, the copy Pipeline, and the Core File node.
242 242  
243 -[[image:1723802879104-591.png||height="397" width="802"]]
243 +[[image:Project File Lineage v2.1.3 2023-01-19.png||height="25%" width="50%"]]
244 244  
245 245  = Downloading Files =
246 246  
247 247  ​Files can be downloaded individually or in bulk directly from the File Explorer.
248 248  
249 -[[image:1723802890566-839.png||height="164" width="868"]]
249 +[[image:Projects File Download v2.1.3 2023-01-19.png||height="9%" width="50%"]]
250 250  
251 251  1. Before downloading a file, check your browser settings and ensure that pop-up windows are enabled.
252 252  1. (((
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266 266  
267 267  = Deleting Files =
268 268  
269 -Project members can move files or folders that are no longer needed in the Green Room or Core to the Trash Bin. Items in the Trash Bin can be marked for permanent deletion (see below), or restored back to the original location in Green Room or Core.
269 +Project members can delete files that are no longer needed in the Green Room or Core. When you delete a file, it is moved to a Trash Bin where it can be permanently deleted later, or restored in case of accidental deletion.
270 270  
271 -[[image:1772032907007-375.png]]
271 +[[image:Projects File Delete v2.1.3 2023-01-19.png||height="9%" width="50%"]]
272 272  
273 273  1. Navigate to the Project File Explorer Green Room or Core.
274 -1. Select one or more files and/or folders by clicking the checkbox beside each one (or use the select all checkbox), then click **Move to Trash Bin **in File Explorer menu//.//
274 +1. Select one or more files and/or folders by clicking the checkbox beside each one (or use the select all checkbox), then click **Delete **in File Explorer menu//.//
275 275  1. A popup window prompts you to confirm the file deletion. Click **OK** or cancel to exit without deleting.
276 276  1. The file is moved to the Trash Bin.
277 277  
278 -Open the File Status panel to check the status of the single file deletion, or open the Trash Bin in the left menu of the File Explorer to view items in the Project`s Trash Bin (your role in the Project governs what items are visible to you). All Project members can restore items visible to them in the Trash Bin back to their original location in the Green Room or Core. For this:
278 +Open the File Status panel to check the status of the single file deletion, or open the Trash Bin in the left menu of the File Explorer to view all files in your Trash Bin. Files can be permanently deleted by a Platform Administrator.
279 279  
280 -1. Navigate to the Project File Explorer Trash Bin.
281 -1.
282 -
283 -
284 -Files can be permanently deleted by a Platform Administrator.
285 -
286 286  == Considerations ==
287 287  
288 288  * Delete permission is role-based - any Project member can delete files that they uploaded in the Green Room, Collaborators can delete files from any folder in the Core, and Project Administrators can delete any file from any location.
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297 297  
298 298  == Create an empty Collection ==
299 299  
300 -[[image:1723802914607-379.png||height="328" width="490"]]
294 +[[image:Projects Core Create Collection v2.1.5 2023-01-20 1130.png||height="27%" width="40%"]]
301 301  
302 302  1. Navigate to the Project’s Core File Explorer .
303 303  1. From the Left navigation menu, click **Create Collection**.
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306 306  
307 307  == Add files to a Collection ==
308 308  
309 -[[image:1723802928478-851.png||height="178" width="869"]]
303 +[[image:Projects Core Add to Collection v2.1.3 2023-01-19.png||height="10%" width="50%"]]
310 310  
311 311  1. Navigate to the Project’s Core File Explorer .
312 312  1. Select one or more files and/or folders by clicking the checkbox beside each one (or use the select all checkbox), then click **Add to Collection **in File Explorer menu//.//
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319 319  
320 320  == Remove files from a Collection ==
321 321  
322 -[[image:1723802939784-600.png||height="179" width="879"]]
316 +[[image:Projects Core Remove File from Collection v2.1.5 2023-01-20.png||height="10%" width="50%"]]
323 323  
324 324  1. Click the name of the Collection in the left File Explorer navigation menu to open it.
325 325  1. Click the checkbox beside the file(s) to be removed, then click **Remove from Collection** in the File Explorer menu.
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328 328  
329 329  == Deleting or renaming a Collection ==
330 330  
331 -[[image:1723802950421-299.png||height="200" width="862"]]
325 +[[image:Projects Core Delete Rename Collection v2.1.5 2023-01-20.png||height="12%" width="50%"]]
332 332  
333 333  1. Click the name of the Collection in the left File Explorer navigation menu to open it.
334 334  1. Click either the Delete or Rename tool in the File Explorer menu.
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351 351  
352 352  ----
353 353  
354 -Copyright © 2023-2026 [[Indoc Systems>>url:https://www.indocsystems.com]].
348 +Copyright © 2023-2024 [[Indoc Systems>>url:https://www.indocsystems.com]].
355 355  
356 356  HealthDataCloud is powered by Pilot technology, a product of [[Indoc Systems>>url:https://www.indocsystems.com]].
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352 +
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