FILE UPLOAD - Visit Tracker Web
The File Upload feature in Visit Tracker uses Dropbox integration to allow all users in one program to upload files to a common Dropbox folder without all users having to open a DropBox account. Just 1 Dropbox account is needed.
NOTE 1: Read-only Admins do not have access to File Uploads
NOTE 2: To get the App Key and the App Secret, scroll to the bottom of this tutorial to Generate an App Key for your account
SETUP: FILE UPLOAD CREDENTIALS
To enable Dropbox integration, the Main Admin needs to enable the File Upload capability by doing 4 things:
- Inserting a valid App Key and App Secret into the fields provided.
- Set “Enable File Upload” to “Yes”.
- Click on the “Save” button (Figure 1).
- Allow access to Dropbox by clicking on the “Continue” (Figure 2) and “Allow” (Figure 3) buttons.
If you don’t have a Dropbox account, a link is provided on the “File Uploads” page where you can register.
Figure 1. Entering the App Key and Secret into Visit Tracker Web.
Figure 2. Dropbox OAuth warning message.
Figure 3. Enabling Dropbox Integration.
ACCESSING THE FILE UPLOAD PAGE
All users will find the link to the File Upload section in 2 areas:
Figure 4. File Upload access from the Home page.
Figure 5. File Upload access from the Reports page.
THE FILE UPLOAD PAGE
The Main Admin will be the only user that can view all files that have been uploaded.
When a file is uploaded, the file naming structure is as follows:
- Timestamp + username + filename + file extension
Figure 6. File Upload. Main Admin view.
Figure 7. File Upload. Home Visitor and Helper Admin view.
Generate an App Key for your account
Go to your Dropbox Apps
First of all, access your account, specifically in the reserved area where you can configure an App, from this address: https://www.dropbox.com/developers/apps
Create a new App on the DBX Platform
Create a new App by clicking on the “Create app” button (Figure 8).
Figure 8. Creating a new Dropbox App.
Use Scoped access, select “App Folder” for the type of access needed, and enter the name for the app. Then click on the “Create app” button (Figure 9).
Figure 9. Naming the App.
Update the permissions for the App
Once the App is created, the page will show the general settings (Figure 10). Go to the “Permissions” tab, select the following options and click on the “Submit” button (Figure 11):
- files.metadata.write
- files.metadata.read
- files.content.write
- files.content.read
Figure 10. App Settings page
Figure 11. App Permissions.
Generate the App Key and Secret
Click on the “Settings” tab and go down to the “App Key” and “App Secret” fields, click on the “Show” link to unhide the App Secret, and save your Key and Secret in a secure place (Figure 12). You will need these fields to allow the File Upload integration from Visit Tracker Web.
Figure 12. Generating the App Key and App Secret for the App.
On the “OAuth 2” section (Below the App Key and Secret), paste the following URL into the “Redirect URIs” field and click on the “Add” button (Figure 13):
- https://visittrackerweb.com/VT/Setup/DropboxAuth
Figure 13. Adding a Redirect URI for the DBX integration.
Figure 14. Redirect URI for OAuth 2.
Finally, copy and paste your App Key and App Secret into their corresponding “File Upload” fields in Visit Tracker Web.