2020 Update Rollup 3

Fabasoft Folio BasicsPermanent link for this heading

This chapter presents an overview of the architecture of Fabasoft Folio and explains the basic features of the Fabasoft Folio workspace that you need to know to get started.

Fabasoft Folio ArchitecturePermanent link for this heading

The Fabasoft software product family is based on Fabasoft Folio technology, which provides the robust, modular, extensible, distributed, and highly scalable technological foundation for Fabasoft software platforms.

You can use a standard web browser to access Fabasoft Folio. When you interact with Fabasoft Folio, your web browser sends requests to the Fabasoft Folio Web Services, which are hosted by the Microsoft Internet Information Services or by the Apache HTTP Server.

The Fabasoft Folio Web Services host the Fabasoft Folio Kernel, which provides access to the object model of Fabasoft Folio. The Fabasoft Folio Kernel is also responsible for access protection, caching, transaction handling, and the invocation of methods.

The Fabasoft Folio Kernel communicates with the Fabasoft Folio Backend Services, providing access to data stored in the single instance content backbone of Fabasoft Folio.

The Fabasoft Folio Conversion Services allow for the conversion of content between different formats. For example, if you request the conversion of content in Microsoft Word format into PDF content, the Fabasoft Folio Web Services forward your request to the Fabasoft Folio Conversion Services, which then carry out the conversion and return the PDF content.

A Fabasoft Folio Domain is a logical construct comprised of Fabasoft Folio Web Services, Fabasoft Folio Conversion Services, and Fabasoft Folio Backend Services. In addition, the optional Fabasoft Folio AT Services (for processing automated tasks in the background), Fabasoft iArchive Services (providing an interface to archiving systems) and Fabasoft application integration services (e.g. Fabasoft iArchiveLink Services) may be added to a Fabasoft Folio Domain.

The next figure shows a simplified schematic illustration of the architecture of a Fabasoft Folio Domain for small and mid-sized installations. More complex implementations of the Fabasoft reference architecture can support up to 100,000 users.

Figure 1: Architecture of a Fabasoft Folio Domain

Fabasoft Folio InstallationPermanent link for this heading

For an easy and user-friendly installation of Fabasoft Folio a wizard-driven setup is provided. The wizard leads you through the individual installation and configuration steps of Fabasoft Folio and offers predefined settings.

Figure 2: Installation of Fabasoft Folio

For a detailed walkthrough of how to install Fabasoft Folio in a Microsoft Windows environment refer to the white paper “Fabasoft on Microsoft Windows - Installation of Fabasoft Folio Services”. For an installation guide describing the installation of Fabasoft Folio under Linux refer to the white paper “Fabasoft on Linux - Installation of Fabasoft Folio Services”.

The Fabasoft Folio WorkspacePermanent link for this heading

Logging in to Fabasoft FolioPermanent link for this heading

Each user is required to authenticate themself when connecting to Fabasoft Folio. Only users with valid credentials are allowed to log in to Fabasoft Folio.

However, this authentication may be transparent to you so that you do not need to enter a username and a password.

The following authentication possibilities are available:

  • Kerberos (Microsoft Active Directory)
  • LDAP
  • Project-specific authentication (REMOTE_USER server variable)
  • SAML 2.0
  • OAuth 2.0 Draft 25, Bearer Tokens Draft 18

PortalPermanent link for this heading

When you start the Fabasoft Folio Web Client, you are taken to your portal (see the next figure).

The default Fabasoft Folio portal consists of the “Tasks” pane, the “Desktop” pane and the “Sent” pane:

  • In the upper area of the “Tasks” pane, your worklist (described in chapter “The Worklist”) is displayed. The lower area displays your Fabasoft Folio desktop.
  • The Desktop pane simply displays your Fabasoft Folio desktop.
  • The Sent pane displays sent invitations to Teamrooms.

To switch between different panes of a portal, click the desired pane in the header bar.

You can customize your portal by adding new panes. To customize your portal, select a folder or a hyperlink and drag it into the portal panes area.

Figure 3: Fabasoft Folio portal

Using Fabasoft app.ducx, developers can create custom Fabasoft Folio portals. In addition, the portal integration of Fabasoft Folio allows you to create portlets that can be deployed on a JSR 168 compliant portal server (e.g. Liferay Portal). For further information on Fabasoft Folio portal integration refer to the white paper “Fabasoft Folio Portlet”.

Fabasoft Folio DeskPermanent link for this heading

The Fabasoft Folio desk allows you to create, access, and browse your objects.

The tree view on the left-hand side of your portal displays the elements on your desk in a hierarchical structure. You can navigate through folders and subfolders within the tree view. The right-hand side displays the object lists of the object selected in the tree view.

It is also possible to invoke a search for folders (and its subfolders) based on their names directly within the tree view.

Figure 4: Searching within the tree view

User EnvironmentPermanent link for this heading

The user environment is used for storing the user language, the portal displayed to the user, and other user-specific settings concerning Fabasoft Folio.

Each user must have assigned at least one user environment to be able to log in to Fabasoft Folio. However, a user can also have more than one user environment.

For certain use cases or tasks it may be easier to simply switch between user environments instead of changing the user settings all the time.

RolesPermanent link for this heading

In Fabasoft Folio, a role is defined as the position of a user in a group.

Multiple roles can be associated with a user. However, a user can only work in the context of one single role at a time.


Assuming that David Porter is the head of the marketing & sales group, this role would be associated by defining that he has the position Head in the Marketing & Sales group.

Your current role influences your permissions and defines the following:

  • which objects a user can create
  • which actions and use cases can be invoked on an object by a user
  • which objects can be accessed by a user
  • the group assigned to new objects created by the user

Figure 5: Selecting a role

You can change your current role by selecting the desired role from the list of roles available to you, which is displayed when clicking on your name in the header bar (see previous figure).

Mobility Permanent link for this heading

Nowadays mobility is a central aspect in business world. It is becoming more and more important to act quickly and to be able to access your documents and data anywhere and anytime. Therefore Fabasoft Folio offers offline functionality via the Folio Folder as well as Apps for smartphones and tablets. Additionally, Fabasoft Folio is optimized for mobile web browsers on tablets.

Folio FolderPermanent link for this heading

The Folio Folder recreates the folder structure of the Fabasoft Folio Web Client in the file system and thereby provides the possibility to synchronize content that is stored in Fabasoft Folio with your local work stations. Hence the data is available directly on your local hard disk as well as in the Fabasoft Folio Web Client.

Figure 6: Folio Folder

You can now work with the files and folders both in the Fabasoft Folio Web Client and in the file system. To identify synchronized objects at a glance Fabasoft Folio uses different icons for the visualization of folder structures and documents according to their synchronization state.

Mobile ClientsPermanent link for this heading

Fabasoft Folio provides Apps for iPad and iPhone as well as for Android smartphones and tablets.

Figure 7: Fabasoft Folio iPad App

The Fabasoft Folio App enables access to your documents and data in Fabasoft Folio. It makes it possible to work together with your colleagues and external business partners when you’re on the move.

Using the Fabasoft Folio App you can

  • access documents online,
  • read, open and edit documents,
  • make documents available offline and
  • add comments to documents.

The iOS App “Fabasoft Folio” is available in the App Store under http://itunes.apple.com/us/app/fabasoft-folio/id433403476?mt=8.

The Android App “Fabasoft Folio” is available in the Google Play Store under https://play.google.com/store/apps/details?id=com.fabasoft.android.cmis.fabasoft_folio.

Figure 8: Fabasoft Folio iPhone App

Moreover, Fabasoft Folio’s complete functionality can be accessed via mobile web browsers for tablets.

AccessibilityPermanent link for this heading

Fabasoft Folio is accessible and usable for people with disabilities. Fabasoft Folio’s accessibility features support both users with blindness and low vision as well as those unable to use a mouse device due to motor disability.

Supportive measures for accessibility are described in the following chapters.

Screen Reader SupportPermanent link for this heading

Fabasoft Folio uses the WAI-ARIA technology from the W3C’s Web Accessibility Initiative (WAI). This technology allows users of assistive technologies (such as screen readers) to enjoy the look and feel of a standard graphical user interface where properly applied. An advanced screen reader user instantly knows how to operate a menu bar or a tree view after being advised by the screen reader of the currently focused control and its state.

Keyboard SupportPermanent link for this heading

To enable the usage of Fabasoft Folio for keyboard users and users of all kinds of assistive technologies, Fabasoft Folio supports full keyboard navigation and task activation.

The available shortcuts and key assignments are mainly equal to the Microsoft Windows paradigm which makes working in Fabasoft Folio intuitive and straight forward.

Support for Low Vision UsersPermanent link for this heading

For low vision users Fabasoft Folio offers possibilities to enlarge the font size and to hide or enlarge certain parts of the portal (e.g the tree view).