Last modified by Dennis Segebarth on 2026/02/26 10:27
From version 28.2
edited by Dennis Segebarth
on 2026/02/26 08:10
Change comment: There is no comment for this version
To version 10.1
edited by Dennis Segebarth
on 2024/08/16 08:59
Change comment: Deleted image "Projects File Attributes from File Explorer v2.1.2 2023-01-18.png"

Summary

Details

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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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50 50  * //Moving and renaming files and folders~://** **Once a file or folder is uploaded it cannot be moved or renamed in the Green Room File Explorer. Instead, you can re-upload the file or folder with a different name or destination, or copy the file or folder to the Core and use the Workspace tools to organize the Project files.
51 51  * //Uploading duplicate files: //Duplicate files cannot be uploaded to the same destination folder. If you attempt to upload a file that already exists in the destination folder with the same filename, an error message is returned. Instead, you can either upload the file with a different filename, or create a new Green Room folder and upload the file to the new folder.
52 52  
53 -----
54 -
55 55  = Checking File Status =
56 56  
57 57  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**).
58 58  
59 -[[image:1723802613048-462.png||height="474" width="864"]]
57 +[[image:Project File Status v2.0.10 2023-01-16.png||height="20%" width="50%"]]
60 60  
61 61  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.
62 62  
63 -[[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%"]]
64 64  
65 65  1. Navigate to the Project Canvas and locate the Recent File Stream panel.
66 66  1. Click **Advanced Search** to open the File Stream Advanced Search.
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72 72  
73 73  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.
74 74  
75 -[[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%"]]
76 76  
77 77  To resume a file upload after a failure:
78 78  
... ... @@ -80,8 +80,6 @@
80 80  1. Open the **File Status panel** and check the **In Progress** tab for the failed file. Click **Re-upload file** and select the same file from your local source folder.
81 81  1. The upload resumes as shown by the progress bar and successful completion is indicated in the **File Status panel**.
82 82  
83 -----
84 -
85 85  = Viewing File Properties =
86 86  
87 87  The File Properties panel displays detailed metadata about Project files to help find them and facilitate their appropriate use.
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100 100  
101 101  For a detailed description of other information available in the File Properties menu, see sections //Adding and Modifying File Tags//, //Adding and Modifying File Attributes,// and //Data Lineage Graph.//
102 102  
103 -----
104 -
105 105  = Previewing Files =
106 106  
107 107  The File Previewer can be used to check the inner folder structure of uploaded file archives. Supported types include:
... ... @@ -111,7 +111,7 @@
111 111  * 7zip: .7z
112 112  * RAR: .rar
113 113  
114 -[[image:1723802657065-379.png||height="506" width="868"]]
108 +[[image:Projects File Previewer v2.2.3 2023-05-03.png||height="29%" width="50%"]]
115 115  
116 116  1. Locate the file in the File Explorer.
117 117  1. Click the **Action icon** (three dots) beside the file and select **Preview** (only visible for archive file listed above).
... ... @@ -120,8 +120,6 @@
120 120  
121 121  To unzip the file, use one of the available workspace tools such as a Jupyter notebook in **JupyterHub **(see //Using HDC Workspace Tools//).
122 122  
123 -----
124 -
125 125  = Adding and Modifying File Tags =
126 126  
127 127  File Tags are keywords assigned to files and/or folders to help describe them and allow them to be found. Two types of tags can be associated with Project files:
... ... @@ -156,7 +156,7 @@
156 156  
157 157  Recommended for bulk tagging of files and folders.
158 158  
159 -[[image:1723802673774-424.png||height="141" width="868"]]
151 +[[image:Project Customized Tags v2.0.10 2023-01-17.png||height="8%" width="50%"]]
160 160  
161 161  1. Navigate to the Project File Explorer (Green Room or Core).
162 162  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.
... ... @@ -178,8 +178,6 @@
178 178  * In the Green Room, Customized Tags can only be added or edited by the Project Member who uploaded the file, or the Project Administrator.  In the Core, Collaborators and Project Administrators can edit Customized tags of files in any folder.
179 179  * Tags can also be attached to Projects and Datasets.
180 180  
181 -----
182 -
183 183  = Adding and Modifying File Attributes =
184 184  
185 185  It may be important to annotate your uploaded Project files with descriptive metadata that conform with your own defined categories, formats, or values to make the files more readily searchable and machine readable. For example, when uploading a file containing test scores you wish to specify metadata on the research site that performed the test, or on a DICOM imaging file you wish to specify the MRI scanner manufacturer. File Attributes enable this enriched metadata capture on files.
... ... @@ -190,7 +190,7 @@
190 190  
191 191  Use this method to add Project-specific metadata annotations to your files on upload.
192 192  
193 -[[image:1723802688075-223.png||height="456" width="394"]]
183 +[[image:Projects File Attributes v2.1.2 2023-01-18.png||height="46%" width="40%"]]
194 194  
195 195  1. Begin a File upload (see //Uploading Files//)
196 196  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. 
... ... @@ -199,7 +199,7 @@
199 199  
200 200  == Method 2: from the Project File Explorer ==
201 201  
202 -[[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%"]]
203 203  
204 204  1. Navigate to the Project File Explorer Green Room or Core.
205 205  1. Select one or more files and/or folders by clicking the checkbox beside each one, then click **Add Attributes** in File Explorer menu.
... ... @@ -207,8 +207,6 @@
207 207  
208 208  File Attributes added to a file or folder are visible in its Properties menu in the File Explorer. Additionally, you can search all Project Files for specific File Attributes by using the Project Search tool (see //Projects Interface > Search //in the article //HDC Portal Navigation//).
209 209  
210 -----
211 -
212 212  = Requesting File Copy from the Green Room to the Core =
213 213  
214 214  The Core is the storage area where Project members can access each others’ Project files, create file collections, and use the workspace tools to open files and perform analyses.
... ... @@ -217,7 +217,7 @@
217 217  
218 218  To submit a request to copy data from the Green Room to the Core (requires Collaborator role),
219 219  
220 -[[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%"]]
221 221  
222 222  1. Navigate to the Project File Explorer Green Room
223 223  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.
... ... @@ -229,13 +229,11 @@
229 229  
230 230  To view your submitted and approved requests:
231 231  
232 -[[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%"]]
233 233  
234 234  1. Click the Requests icon from the Project left menu bar.
235 235  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.
236 236  
237 -----
238 -
239 239  = Viewing Data Lineage =
240 240  
241 241  When you copy data from one location to another, execute a pipeline, or perform other actions on a file, the platform data lineage service captures the points in the file’s journey and displays them in the File Properties Data Lineage graph.
... ... @@ -254,15 +254,13 @@
254 254  * //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.
255 255  * //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.
256 256  
257 -[[image:1723802879104-591.png||height="397" width="802"]]
243 +[[image:Project File Lineage v2.1.3 2023-01-19.png||height="25%" width="50%"]]
258 258  
259 -----
260 -
261 261  = Downloading Files =
262 262  
263 263  ​Files can be downloaded individually or in bulk directly from the File Explorer.
264 264  
265 -[[image:1723802890566-839.png||height="164" width="868"]]
249 +[[image:Projects File Download v2.1.3 2023-01-19.png||height="9%" width="50%"]]
266 266  
267 267  1. Before downloading a file, check your browser settings and ensure that pop-up windows are enabled.
268 268  1. (((
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280 280  * Download performance may be impacted by your internet connection.
281 281  * Ensure pop-ups are enabled in your browser.
282 282  
283 -----
267 += Deleting Files =
284 284  
285 -= Deleting Files and Folders =
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.
286 286  
287 -== Moving Items to the Trash Bin ==
271 +[[image:Projects File Delete v2.1.3 2023-01-19.png||height="9%" width="50%"]]
288 288  
289 -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.
290 -
291 -[[image:1772032907007-375.png]]
292 -
293 293  1. Navigate to the Project File Explorer Green Room or Core.
294 -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//.//
295 295  1. A popup window prompts you to confirm the file deletion. Click **OK** or cancel to exit without deleting.
296 296  1. The file is moved to the Trash Bin.
297 297  
298 -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).
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.
299 299  
300 -{{info}}
301 -**Note:** Items in the Trash Bin are not yet deleted. You can imagine it like the "Recycle Bin" in Windows OS. Thus, if you want to permanently delete a file or folder, check the following sections on //Mark Items for Deletion// and //Deleting Items immediately//. Please note that these actions are available only to members that hold the Project Administrator role.
302 -{{/info}}
303 -
304 -== Restoring Items from the Trash Bin ==
305 -
306 -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:
307 -
308 -1. Navigate to the Project File Explorer Trash Bin.
309 -1. Use the Actions Menu (three dots) in the row of the respective item you´d like to restore to open the Actions drop down menu.
310 -1. In the Actions drop down menu, click **Restore** to restore the item to its original source location in the Green Room or Core.
311 -
312 -[[image:Restore_from_Trash_Bin.png||height="251" width="868"]]
313 -
314 -== Mark Items for Deletion ==
315 -
316 -Items in the Trash Bin will not be deleted automatically and continue to consume your Project´s available resources. As a Project Administrator, you can go to the Trash Bin and mark files and folders for permanent deletion. For this:
317 -
318 -1. Navigate to the Project File Explorer Trash Bin.
319 -1. Use the Actions Menu (three dots) in the row of the respective item you´d like to mark for permanent deletion to open the Actions drop down menu.
320 -1. In the Actions drop down menu, click **Delete **to mark the item for permanent deletion.
321 -
322 -
323 323  == Considerations ==
324 324  
325 325  * 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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326 326  * Deleted files are moved to a Trash Bin but are not permanently removed from the platform until requested.
327 327  * Files that have been copied to a Dataset will remain in the Dataset even if the original version has been deleted from the Core.
328 328  
329 -
330 -----
331 -
332 332  = Creating File Collections =
333 333  
334 334  When working with Project files in the Core, it can be useful to organize them in temporary or permanent views to help find them more easily. A Collection gives Project members the flexibility to create their own virtual groups of Project files from any number of Core folder locations. Similar to a music playlist, a Collection establishes a reference to the file(s) without moving or copying the actual files themselves. Adding a Collection to your Favourites gives you quick access to it from your Dashboard page.
... ... @@ -337,7 +337,7 @@
337 337  
338 338  == Create an empty Collection ==
339 339  
340 -[[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%"]]
341 341  
342 342  1. Navigate to the Project’s Core File Explorer .
343 343  1. From the Left navigation menu, click **Create Collection**.
... ... @@ -346,7 +346,7 @@
346 346  
347 347  == Add files to a Collection ==
348 348  
349 -[[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%"]]
350 350  
351 351  1. Navigate to the Project’s Core File Explorer .
352 352  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//.//
... ... @@ -359,7 +359,7 @@
359 359  
360 360  == Remove files from a Collection ==
361 361  
362 -[[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%"]]
363 363  
364 364  1. Click the name of the Collection in the left File Explorer navigation menu to open it.
365 365  1. Click the checkbox beside the file(s) to be removed, then click **Remove from Collection** in the File Explorer menu.
... ... @@ -368,7 +368,7 @@
368 368  
369 369  == Deleting or renaming a Collection ==
370 370  
371 -[[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%"]]
372 372  
373 373  1. Click the name of the Collection in the left File Explorer navigation menu to open it.
374 374  1. Click either the Delete or Rename tool in the File Explorer menu.
... ... @@ -382,8 +382,6 @@
382 382  * A file can be added to one or more Collection(s).
383 383  * Adding or removing files in a Collection does not change the file's storage location or data lineage.
384 384  
385 -----
386 -
387 387  = Adding Files and Collections to Favourites =
388 388  
389 389  File and Collections from your Project can be “starred” to add them as Favourites and make them quickly accessible in the Favourites panel in the Dashboard
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393 393  
394 394  ----
395 395  
396 -Copyright © 2023-2026 [[Indoc Systems>>url:https://www.indocsystems.com]].
348 +Copyright © 2023-2024 [[Indoc Systems>>url:https://www.indocsystems.com]].
397 397  
398 398  HealthDataCloud is powered by Pilot technology, a product of [[Indoc Systems>>url:https://www.indocsystems.com]].
351 +
352 +
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