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What’s new in 2.8?

Release 2.8

See expanded Release Notes on our 2.8 Documentation Page.

S-Action Configuration enhancements

It’s now easier to configure who can see S-Actions. Checkboxes allow you to choose all internal users and/or all external users. Or you can individual users and filter by Profile to easily find them.

NOTE: In previous releases, leaving the “selected users” list blank made the S-Action visible to all users. This is no longer the case. Please check your S-Action configurations under S-Drive Configuration Micro Services tab.

Manual Sharing enhancements

Manual sharing of files and folders (allowed when there is a lookup relationship from the file object to the parent, instead of Master-Detail) is now easier.

If you upload a file into a folder, or you create a subfolder, you can now choose to have the file or subfolder inherit the sharing of the parent folder.

If you share a folder, you can choose to have the sharing rule apply to all the subfolders and files inside that folder.

These features were already available for S-Drive tab, but are now also available for files on objects as well if there is a lookup relationship.

Preview and Thumbnail Configuration enhancements

Admins can now control how many pages of previews should be generated for each object and file type. You can set a maximum preview page count for the object and then have overriding page counts for different file types. For example, you can set the maximum page count to 20 for Accounts, but within Accounts you can set the maximum page count for pdf files to 10.

Setting maximum page counts can save you money on Preview conversion.

File Activity

File Activities will now log when a manual share rule is deleted.

API Upload fix

SDriveTools.InitializeUpload has been updated to work with Amazon AWS changes.

Upgrade Now!

Have questions about how to upgrade?

Learn How to Upgrade S-Drive in 3 steps!

What’s new in 2.7?

Release 2.7
2.7 Patch Releases
2.7.14

Enhancements:

1. Removed “Attach from S-Drive Folders” toolbar button in Public Share Access link

In an S-Drive Lightning component on objects (not on S-Drive Tab), there is a button (attach from S-Drive Folders) that allows you to copy files from S-Drive Tab. This button was displayed in public share access links, but does not make sense for Public Share. The button has been removed.

2. Allow Audit Tab to be hidden

You can now choose whether to show the Audit tab when configuring the S-Drive Lightning Component. If you want to show the tab for System Admins, but not for other users, you can use Component Visibility.

3. Hide thumbnails in Compact View if Preview & Thumbnail is not in use

Previously, a blank thumbnail was shown in compact view if Preview & Thumbnail was not turned on. Now it will display without the blank thumbnail.

For additional details see 2.7.14 Release Notes on our Public S-Drive 2.7  Documentation page

2.7.13

Enhancements: S-URL (short URL) and Public Share

1. A new setup for S-URL

Our Public Share and S-URL features have been significantly changed due to new Salesforce restrictions on Guest User permissions

  • Our Legacy S-URL will still work for sharing files that can only be opened or downloaded, but will not work for uploading, editing, or deleting files. However, we recommend switching to the new S-URL setup and expect we will deprecate the Legacy S-URL in the future.
  • Legacy S-URL uses a force.com site to create short URLs. [Legacy S-URL Documentation]
  • S-URL with the new setup uses a Community (Digital Experience Site) to create S-URLs. [S-URL Documentation]  Setup requires a dedicated Community and Community User with a Community Plus license. An internal user with a Salesforce license can be used instead if desired.

Which S-URL should I use? We encourage customers to switch to the updated setup for S-URL, but continue to support the Legacy S-URL for open and download only.

2. Choose whether to use S-URL when opening and downloading files internally

Sometimes, something goes wrong with your S-URL setup. Maybe a Salesforce rollover to a new version caused some issues with profile permissions. If S-URL is used to open and download files internally, this prevents users from accessing files. Now you can choose whether to use S-URL to open and download files or whether to use Amazon’s long URLs.

You can now make Password and Expiration Date required fields when creating a public share link.

Whenever you open a file, download it, or copy its URL, a link to the file is generated. This link can be shared with others, even if it’s not meant to be, which can cause security concerns.

With the new Open/Download URL expiration time setting, you can control how long these links last. (Expiration date/time for Public Share links is still set when creating the link.)

Deprecated: Generate File Object

S-Drive managed package comes with Account File, Contact File, Opportunity File, Case File, and Lead File. You can also create whatever custom file objects you want. In S-Drive version 2.7.6 and earlier, this could be done on the S-Drive Configuration Customization Settings page.

In version 2.7.13, we removed that feature to enhance security.

Custom file objects are still supported! However, they now must be created manually. You can create an S-Drive custom file object in Salesforce using a spreadsheet. See How to Create an S-Drive File Object using Salesforce Object Manager (using a spreadsheet) for instructions on how to do this.


Private Bucket button

When creating an S3 bucket from S-Drive Configuration, your bucket access settings will be public by default. If you want them to be private, click on the Block Bucket Public Access button after your bucket is created.

Note: Buckets must be private for the Preview and Thumbnail feature to work

Drag and Drop Enhancement

There is no longer a drop zone box for drag and drop, and “drop” is faster with no waiting for a drop zone to open. You can now just drag anywhere in the S-Drive component file area and drop your file immediately. The drop zone will turn blue and you drop your file.

Note:  If you are using Chrome, there is a setting that must be disabled. If this setting is not disabled, it can cause problems in Salesforce, as well as in S-Drive.

Email to Case for files

You can now use Email-to-Case if you save your email attachments as Salesforce Files, instead of attachments as shown in the setting here:

 

Public Share branding

To style and use your branding colors in the S-URL site – (The visualforce page that is the Active Site Home Page – cg.SURLRedirect.page), you can follow these steps.

1 – Create a CSS stylesheet in .css format and upload it as a static resource to Salesforce. You can name it as “sdrivecustom.css”. You can upload a static resource from Setup > Static Resources > New.The stylesheet should be in the following format:

Show code
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body {

background: url(‘https://www.cyangate.com/wp-content/uploads/2015/02/bgSlider.jpg’) !important;   

}

#SDrive {

position: absolute !important;

width: calc(100% – 38px) !important;

bottom: 0 !important;

}

#SDrive .slogan {

color: #192B55 !important;

}

.sdrive-btn {

border-radius: 5px !important;

background-color: #192B55 !important;

border: 1px solid #314472 !important;

}

 

.sdrive-btn:hover {

background-color: #314472 !important;

}

.cgToolbar .slds-button{

background-color: #64C8CB !important;

    color: white !important;

border: 1px solid #64C8CB !important;

}

 

.slds-scope .slds-button_icon-border-filled[disabled], .slds-scope .slds-button_icon-border-filled:disabled{

    background-color: #96c5c7 !important;

}

 

#SDriveCmp{

    background-color: #a0a0a0 !important;

border: 1px solid #314472 !important;

}

 

#SDriveCmp .slds-box{

border: 1px solid #314472 !important;

}

 

#global-search-01{

    background: #D3D3D3;

border: 2px solid #314472;

}

 

.cgSDrive .sd-search-btn.slds-input__icon{

border-radius: 2px !important;

width: 34px !important;

top: 2px !important;

height: 29px !important;

    color: #314472 !important;

}

 

.file-list-table{

    background-color: #D3D3D3 !important;

}

.slds-scope .slds-table:not(.slds-no-row-hover) tbody tr:hover > td{

    background-color:#e0e0e0 !important;

}

 

.slds-scope .slds-button_icon-border-filled{

background-color: #64C8CB !important;

}

 

.community-toolbar{

    background-color: #192B55 !important;

}

 

.cgActions lightning-primitive-icon{

color:#fff;

}

 

.pass-container{

background-color: #192B55 !important;

    color: white !important;

border: 1px solid #64C8CB !important;

}

 

.pass-container input[type=’password’]{

background-color: #D3D3D3 !important;

border-radius: 2px !important;

}

 

.pass-container input[type=’submit’]{

    background: #64C8CB !important;

border: 1px solid #959595 !important;

font-size: 1em !important;

}

Note: It is required that you set your stylings as “!important”, in order to override the styles of regular S-URL page.

Use the following styles for the following scenarios to change:

  • 1: The background color or image of the page
  • 2: The width or position of the card or hide the card at the bottom of the page
  • 3: The colors of the slogan
  • 4, 5: The button styles and button hover colors
  • 6: The S-Drive Toolbar buttons
  • 7: The S-Drive component’s colors
  • 8: The S-Drive component’s background color
  • 10, 11: he search-bar colors and style
  • 12: The background color of the S-Drive file-list
  • 15: The S-Drive toolbar color
  • 16: The colors of action menu items and quick actions
  • 17, 18, 19: The password pop-up style

You can set the Cache Control as public when you upload the static resource.

2  – Create a Javascript script in .js format and upload it as a static resource to format the following sections in the S-URL page. You can name it as “sdrivecustomscript.js”. You can upload a static resource from Setup > Static Resources > New.

Show code

window.addEventListener(‘load’, function () {
setSDriveComponentTitle();
setDriveComponentBrandLogo();
setSurlPageSlogan();
setSurlPageSloganUrl();
setSurlPageButton1();
setSurlPageButton2();
setSurlPageBrandLogo();
setSurlPageBrandLogoUrl();
});

function setSDriveComponentTitle(){
var element = document.querySelector(“span< class="" style="font-size: px; ">“);
if(!element){
setTimeout(function(){
setSDriveComponentTitle();
},200);
}
else{
element.innerHTML = ‘CyanGate S-Drive’;
}
}

function setDriveComponentBrandLogo(){
var element = document.querySelector(“img< class="" style="font-size: px; ">“);
if(!element){
setTimeout(function(){
setDriveComponentBrandLogo();
},200);
}
else{
element.setAttribute(‘src’, ‘https://www.cyangate.com/wp-content/uploads/2019/10/cyangate_logo.png’);
}
}

function setSurlPageSlogan(){
var element = document.querySelector(“span[class=’slogan’]”);
if(!element){
setTimeout(function(){
setSurlPageSlogan();
},200);
}
else{
element.innerHTML = ‘CyanGate Storage’;
}
}

function setSurlPageSloganUrl(){
var element = document.querySelector(“a[id=’slogan-url’]”);
if(!element){
setTimeout(function(){
setSurlPageSloganUrl();
},200);
}
else{
element.innerHTML = ‘CyanGate.com’;
element.setAttribute(‘href’, ‘https://www.cyangate.com/’);
}
}

function setSurlPageButton1(){
var element = document.querySelector(“a[id=’surl-button-1′]”);
if(!element){
setTimeout(function(){
setSurlPageButton1();
},200);
}
else{
element.innerHTML = ‘BUTTON 1’;
element.setAttribute(‘href’, ‘https://www.cyangate.com/’);
}
}

function setSurlPageButton2(){
var element = document.querySelector(“a[id=’surl-button-2′]”);
if(!element){
setTimeout(function(){
setSurlPageButton2();
},200);
}
else{
element.innerHTML = ‘BUTTON 2’;
element.setAttribute(‘href’, ‘https://www.sdriveapp.com/’);
}
}

function setSurlPageBrandLogo(){
var element = document.querySelector(“img[id=’surl-brand-logo’]”);
if(!element){
setTimeout(function(){
setSurlPageBrandLogo();
},200);
}
else{
element.setAttribute(‘src’, ‘https://www.cyangate.com/wp-content/uploads/2019/10/cyangate_logo.png’);
}
}

function setSurlPageBrandLogoUrl(){
var element = document.querySelector(“a[id=’surl-brand-url’]”);
if(!element){
setTimeout(function(){
setSurlPageBrandLogoUrl();
},200);
}
else{
element.setAttribute(‘href’, ‘https://www.cyangate.com/’);
}
}

You can set the Cache Control as public when you upload the static resource.

3 – Click on “View File” link in the Static resources page and copy the URLs for both resources from the browser.

4 – Navigate to S-Drive Configuration page and click on “Micro Services” tab to paste the URLs for the custom style sheet and the custom script that you installed as a static resource, respectively.

5 – The S-URL page will look like the following screenshot when the example css and js changes are applied.

Public Share configuration updates

With Salesforce Summer ’20, there were changes to Guest User security, which affected our Public Share feature. Changes need to be made in profiles and sharing rules to make Public Share work.

      1. In Setup–>Sharing Settings, make sure the box for Secure Guest User Access is checked.
      2. For a file object with a master-detail relationship to the parent (i.e. AccountFile and Account)
        • In Setup, go to the file object you want to use Public Share with (for example AccountFile.) Edit the Account field (or whatever field is the master-detail field) and change the sharing setting radio button to read only.

  1. In Setup–>Sharing Settings, go to the sharing rules section.
    • For the parent object (ex: Account), create a sharing rule to share all Accounts (in this example) with Guest User (only Read access is allowed.) Use criteria that is always true, such as CreatedById is not equal to null.
    • For the surl object, create a sharing rule to share all sUrls with Guest User. Use criteria that is always true, such as CreatedById is not equal to null.
    • If the file object has a lookup relationship to the parent, then on the file object, create a sharing rule to share all with the Guest User. Use criteria that is always true, such as CreatedById is not equal to null.
  2. In the Guest User Profile (Go to Setup–>Sites, click on Site Label for your public share site, click on Public Access Settings button).
    • Make sure there is read access on the parent object (ex: Account )
    • Make sure there is read access on surl.
    • Make sure the file object (ex: AccountFile) has the permissions you want—read for read/download access or read/create/edit for uploading or editing metadata.
  3. In order for Guest Users to upload, you must share a folder for them to upload into.
  4. On the public share Site page (Setup–>Sites), make sure the box for Assign new records created by Salesforce Sites guest users to a default owner in the org is unchecked if the box is available (depends on Salesforce release and org)

New method to create public share link

You can use SDriveTools API class to create a public access link, after configuring S-URL from S-Drive Configuration tab. To create a public access link using API class call the following method:

Show code

createPublicLink(List<String> fileIds, String objectFileName, String objectId, String objectName, String objectRelationshipName, Boolean isAccessible, Boolean isUpdatable, Boolean isDeletable, Boolean isCreatable, Datetime expirationDate, String password, String IpRange, Boolean isDownloadLink, Boolean isOpen)

The method signature is explained as follows:

@param List<String> fileIds: List of ids of files & folders

@param String objectFileName: Full object name of the file, e.g. ‘cg__AccountFile__c’

@param String objectId: Id of parent object, i.e. for account files it is id of Account record

@param String objectName: Name of the parent object, i.e. for account files it is “Account”

@param String objectRelationshipName: The name of the relationship field that between parent and file objects. e.g. relationship field name of between account & account files is “Account__r”

@param Boolean isUpdatable: It enables/disables file edit feature for public user

@param Boolean isDeletable: It enables/disables file delete feature for public user

@param Boolean isCreatable: It enables/disables file upload & create new folder feature for public user

@param Datetime expirationDate: Expire date for the link

@param String password: The minimum password length should be 4 characters

@param String IpRange: Two IP addresses as string separated by a “-“ dash

@param Boolean isDownloadLink: If true, file is downloaded

@param Boolean isOpen: If true, file is opened in component

Mobile User Interface Changes

Mobile UI will display based on what is chosen for the Mobile form factor when you configure your S-Drive Lightning component. To use the mobile-friendly user interface, configure the form factor for mobile to use S-Drive’s compact view.


What’s new in 2.6?

Records Management
2.6 Patch Releases
2.6.9
  • Changes to support AWS Signature Version 4
  • Retention Policy: Users can now set a retention policy to active or inactive while creating it. Previously it was automatically set to activce upon creation and the user would have to deactivate it if they didn’t want it active right away.
2.6.8
Changes to support AWS Signature Version 4
2.6.7
Retention Policy : Criteria Fields and Operators

Criteria fields are limited to fields that are likely to be used as criteria in a retention policy.

Operator and Field lists are now dependent in the criteria. There is no less than/greater than option if it does not make sense to use with a field in Field list.

Retention Policy Email

Retention policy notification email is updated with an inclusion of the Org ID to be more informative.

2.6.6
Bug fixes and performance enhancements
2.6.5
Files that are under legal hold can be seen under legal hold files section.

Lightning:

Classic:

Search functionality is now available for file activities.

Lightning:

 

Classic:


Release 2.6 contains features to enhance a complete Records Management life-cycle, allowing more control over modifying, maintaining and disposing of records.

Check-in/Check-out: Allows users to check out files, locking them so no one else can modify them, and then check them back in after changes are made. This feature allows for a proper version control mechanism.

Legal Hold: Files on legal hold are locked, preventing changes. Legal hold enables organizations to maintain and preserve records for litigation or regulatory purposes.

Retention Policy: Organizations can now configure retention policies to automatically dispose of files after a certain period of time. This allows for cleanup of clutter, better use of storage space, and minimizes exposure of files in the event of a security breach.

File Activities: Give more control over analytics. Tracks user activities on files, such as download, open, file lock activities (check-in/out, legal hold), etc.

For more information please refer to S-Drive User Guide and S-Drive Admin Guide 2.6.


What’s new in 2.5?

File Sync, Tagging, and more

File Sync

Synchronizing Salesforce Files with S-Drive is now available with 2.5 release. After making the necessary configurations, files uploaded to Salesforce Files are sent automatically to S-Drive placed under the configured object. It is also possible to remove files from Salesforce Files after successfully synchronizing them with S-Drive.
Existing Salesforce Files can be synced with S-Drive.

Tagging

Tagging files and folders is now available in S-Drive 2.5. Users can tag files, remove tags from files and search for the tagged files. Admin users can also define a set of banned tags to prevent users from tagging files or folders with those words.

Self Service Invoicing

S-Drive Portal has an invoice generation functionality made available with S-Drive 2.5 release. Users can see their payment history and download the invoice for S-Drive usage from previous months.

Compact S-Drive

A more compact version made available with 2.5 release allows users to fit S-Drive to spaces with different sizes on the page layout. In order to use S-Drive in narrow spaces, choose compact view during Lightning configuration of S-Drive.

Advanced Emails

New email component coming with 2.5 release allows users to attach files from S-Drive. Users can also track history of the emails sent from this component on Activity History.


What’s new in 2.3?

Shortcuts, Drag and Drop, REST, HIPAA Compliance

Shortcuts

Users can shortcut a file to anywhere they want in S-Drive. This place can be a folder in the same record, another record under the same object or a record under a different object. Shortcuts have zero bytes of size, enabling users to have the same file in multiple places without paying any extra storage costs.

Note: Shortcuts are available in both Classic view and Lightning Experience, although they can only be created in Lightning Experience.

REST Services

REST API is now available for S-Drive. Newly implemented REST interface enables access to any software outside Salesforce. S-Drive users can now transfer files with ease between S-Drive on Salesforce and other third-party applications.

Drag & Drop

S-Drive users can now use the optional drag and drop functionality to upload their files easier. For more efficiency, there is also an auto upload option. When this option is enabled, there is no need to click on the Upload button for upload process to start, the process will automatically start.

Note: Auto upload is disabled by default for current S-Drive users’ convenience, it can be enabled from S-Drive Configuration.

HIPAA Compliance

Starting from version 2.3.1, S-Drive is a HIPAA compliant document management application. This means that S-Drive follows rules and regulations enforced by HIPAA and provides security to protect sensitive data.

2.3.5 Release Notes (most recent release)

  • File Object Generation functionality is updated. Object list to select an object to create a file object for is now searchable for user convenience.
  • Fields that can be shown in S-Drive page is optimized. Irrelevant fields are not shown in Fields list.
  • Lightning toolbar is now configurable. Delete, Shortcut, Public Share functionalities can be enabled/disabled from S-Drive configuration section in Lightning record page.
  • Actions on Public Share page is now configurable. On Public Share pop up, users can choose the functionalities and access rights they want to provide.
  • Recycle Bin activities are now limited. Items in the Recycle Bin are not allowed to be edited.

What’s new in 2.2?

Something for every Cloud

2.2 Release turned out to be a release of All Clouds. We refer to All Clouds as Marketing Cloud, Sales Cloud, Service Cloud, Communities Cloud, Commerce Cloud and Connect Cloud.

  • Marketing Cloud: Along with this release, we introduce HD-quality file previews and thumbnails.
  • Sales Cloud: You can do lead conversion and carry over lead files to contact files, account files and/ or opportunity files, it is a matter of your choice.
  • Service Cloud: We are introducing a free component for Case with Attachment(s). No more hassling with a tedious two-step process to create cases first and attach files second.
  • Communities Cloud: A truly desired feature ‘Folder-based Search’ is available now. This way, you can search with a keyword on a specific folder.
  • Commerce Cloud: We are enabling S-Drive users to share public URLs with password protection. Users will not only be able to download but also be able to access files and folders even if they are not Salesforce users.
  • Connect Cloud: Willing to import files and folders from Sharepoint Online, Google Drive, OneDrive or Box into S-Drive? No problem! You will be able to do that using our new Import X-Files feature (which is available for free)

Aside from these main features, here are some other nice features coming along with 2.2 Release:

  • Simplified Custom Object support & Automagical Sync (migrating from 1.x to 2.2 is just a Sync button away)
  • Multiple S-Drive objects in single page
  • Recycle Bin & Expanding a Preview are available on Classic (used to be only available for Lightning)

What’s new in 2.1?

Customer-Centric features

Along with the 2.1 release S-Drive is presenting 7 new customer-centric enhancements on Salesforce.com

    • Collaboration: Enablement of Chatter
      Enable users regardless of their location to have a discussion around a particular document
    • Personalization: myDrive – Your Personal Drive
      Having a private space for all users to keep their personal files in a neat folder format on Salesforce.com – Enabled for Lightning Experience
    • Mobility: Ability to Upload Files using Mobile App
      Ability for users to upload files while they are on-the-go
    • Customization: S-Actions- Conduct Custom Actions
      Enable admins to establish custom actions on Salesforce.com
    • Flexibility: Retrieve Deleted Files and Folders
      Ability to restore files and folders that have been deleted in a Recycle Bin – Enabled for Lightning Experience
    • Simplicity: S-URL – Ability to Shorten URLs
      Create shorter file URLs to simplify file link sharing experience with your brand name
    • Accessibility: Send Files via Email to Users
      Email not only to Salesforce contacts but also Salesforce internal users

Other than these 7 enhancements:

    • Added the ability for the sidebar to expand / collapse in Lightning to allow larger space for S-Drive
    • Added Audit section to be able to track the history of changes to the file

Please note that;


What’s new in 2.0?

Lightning Ready

Along with the 2.0 release S-Drive is now Lightning Ready. You can configure S-Drive Lightning Component for your standard/custom objects and S3Object(S-Drive Tab).

Please note that;

 

If you enable my domain after installing S-Drive 2.0, the S-Drive Tab which is placed into S-Drive App for Lightning Experience will not be visible.

To make this tab visible, navigate to Setup–>Profiles–> Your Profile–> Tab Settings and then set S-Drive tab to “Default On”. This is a known issue of Salesforce. For further explanation, you can visit this link.


What’s new in 1.28?

Preview & Thumbnail, Zip & Download and more
      • Preview & Thumbnail
        You can see thumbnails of files scrolling the file list with three new list view type: Thumbnail, Grid & Card view. Also, without downloading the file, you can quickly look up file’s preview image and details by Preview Details Window.

 

        • Note that Preview & Thumbnail feature will be auto enabled for S-Drive Folders (S3Object), and Preview & Thumbnail will be generated for your upcoming uploads to S-Drive Folders in 1.28. You can disable this feature from S-Drive Configuration Tab. You can also check Preview & Thumbnail conversion pricing

here.

      • Brand New Interface
        By renewed user friendly & modern look interface, you can easily find what you are looking for. Modernized Toolbars, new View Types, sensitive shortcut buttons, redesigned menus and flexible layout are developed to enhance your DAM experiment.

Also, you can save your preferences (Sorting fields or View Type selection) to settings, in order to define default behaviour of the object you work on.

 

      • Zip & Download
        You can select multi files & folders and download at once by HTML based Zip & Download Service with all browsers support. Service will create a zip file then immediately start to download. S-Drive does not support Java based Download Manager anymore.

 

      • Custom Fields
        Now, you can add custom fields to S-Drive Folders, too.