Pre server upload file settings checklist

Discussion created by ericjlindholm on Sep 17, 2017
Latest reply on Sep 17, 2017 by jbrown

I recently realized that there are a few items to make sure you setup before uploading a file to FM server.  These are items that you cannot adjust while the file is hosted.

If this has been covered elsewhere, please reply with the link.  My main goal with this post is to learn of any I have missed so please reply if you can add any.  Thanks in advance. 


- set container storage base locations

- set preferred layout measurement preference.  default is inches for some unjustifiable reason IMO

- set preferred field sort order in manage database

- set preferred valuelist sort order

- set minimum prefer custom function sort order

- encrypt file if preferred

- set minimum Fm version allowed to open file