Development
Agile
Definition of Done
We consider a User Story or Defect to be complete when it has met the following criteria: Meet...
Stand up
3 Standup Questions (per story) How far along are you? Will you complete in time? ...
Agile Trainings
Agile-GettingStarted.pptxAgile Training to go over the basics of Agility, covering: Agile Mani...
User Story Template
User Story Write user story text description. Note User stories should be written according to...
Agile Discussion Jan 25 2021
Named Roles: Splitting of PO and Scrum Master Product Owner (PO) - similar to Product Manager...
ADO Work Item Standardization
User Stories Bugs The primary difference between a bug and a user story is that the bug sho...
Emails
Guide on how to trigger each email.
AccessLink
How to trigger: Your user must have the Access Links user permission. Go to Admin Panel > Use...
Share
How to trigger: Your user must have the Sharing user permission. From the Home page, get to t...
EmailFiles
How to trigger: Your account must have the Email Files account feature Your user must have th...
EmailImportFailure
How to trigger: Account must have the Email Import account feature You'll need to set up an e...
EmailImportMaxFailure
How to trigger: Allow your Email Import to fail for 4 days in a row.
MfaAuthCode
How to trigger: Open the left menu and click on My Settings Under the Two Factor Authen...
MfaQrCode
How to trigger: Open the left menu and click on My Settings Under the Two Factor Authen...
NewDocumentRequest
How to trigger: Your account must have the Document Requests account feature Your user must h...
NewUser
How to trigger: You must have the User Management user permission Open the left menu and clic...
PasswordReset
How to trigger: From the login page, click the Forgot Password? link. Enter your email ...
SmtpEmailSettingFailure
How to trigger: The only way I've been able to trigger this consistently is to Turn off Azure...
SmtpEmailSettingMaxFailure
How to trigger:
Status
How to trigger: I'm not sure of all the actions that trigger a Status email, but I know if you...
TestEmail
How to trigger: Open the left menu and click on My Settings Under the Email Settings se...
Form Fill
PrizmDoc Resources
Sample Projects:prizm-samples-mvc.zipprizm-samples-webforms.zip
File Request Recipient
File Request - Form Fill Create
UI Mockups
2 buttons added to previewer, Icon to indicated that a document has form fill. Form Template butt...
Form Fill User Experience
Phase 1: Add manual push using Form Template in the Profile Dialog of Right pane menuExpose Anon...
Integromat
Getting Started
Setup Head to integromat.com Login Username: development@efilecabinet.com Password: Ask ...
eFileCabinet App
Click here to see our app. An integromat app is composed of several components. The important o...
Remote Procedure Calls (RPCs)
What are they? Think of RPCs as sub modules that are called to help the main modules get the i...
Modules
As of 10/06/2020, we have 4 modules built: Download a file From eFileCabinet to another s...
Mac Desktop Client
OCR
PostgreSQL
PostgreSQL Information
**Note: If you don't have the Utopia solution cloned to your local machine, follow these instruct...
Distribute Foreign Keys
When it's time to distribute the foreign keys in postgres:select 'alter table '||quote_ident(ns.n...
Backup and Restore
See pgAdmin Backup and restore.pdf that Ty Toon created for RPC backups. Most of the steps should...
Previewer
PreviewerX (Apryse)
All about PreviewerX
RPC
Control Center Design
URL to Powerpoint: https://1drv.ms/p/s!AgkwKyXrWS3Xhg0oRDG4giTo7jw3?e=8oA7mO
On Premise Design Plan - 2019
Server Application Update and Versioning - DSR· There should be notifications when the update is ...
Global Relay
Common RPC Errors
Error: Maximum number of retries (2) exceeded while executing database operations with 'UtopiaExe...
Rubex Reports
Scripts
Setup and Configurations
Connecting to UtopiaNuget
Link to UtopiaNuget: https://dev.azure.com/eFileCabinet/Utopia/_packaging?_a=feed&feed=UtopiaNuge...
Steps to setup pg_partman
Steps to setup partman ** Make sure you don't have the postgres service running on windows ** U...
How to run and Release Mobile
Debugging the iOS app: Set efcMobileApp.iOS as the startup project Pair the Mac by clicking t...
SonarCloud and SonarLint Setup Steps
Link your ADO account to SonarCloud Go to the SonarCloud link and click "Log In" then "With A...
How to Run WOPI Validator Tests on O365
The WOPI Validator Tool allows us to make sure our endpoints conform to the WOPI protocol so we c...
AWS DMS Setup
How to setup AWS DMS: This is assuming the PostgreSQL DB is already created SETUP SCHEMA: A. G...
Previewer Setup for Local Environment
Use Docker To get the Previewer Up and Running: For local use Taken from Accusoft’s Try It link:...
OCR Worker Local Setup
Keep in mind that these are the instructions that were used during testing of the OnPremise/Maste...
Windows Services
Server Service: First, we need to publish the Utopia Project. After that we need to create th...
Setup/Configurations for Mac Mini
Connecting *You will need to be at our office or on the VPN to do this Download VNC Viewer M...
Office Addins Terminal Services Environment
With Terminal Services, the Office Add-ins don't always show up, despite being installed for all ...
Utopia Local DB Refresher
The Utopia local database refresher solution is located in the Utopia repo in the UtopiaLocalData...
Generating a DB Connection String
Locate the ConfigurationDataCreator solution in the Utopia repo Start the solution Create a...
How to Sign and Notarize a New Build for the Mac
I recently learned how to sign and notarize our build for the Mac Mini and will be documenting bo...
How to Renew a Certificate for Mac
To build and sign our Apple-product applications it is required for us to point the build towards...
Local Testing
Test Utopia local changes in Atlantis local Check that Utopia appsettings.json has: "Env...
Standards
Coding Standards
Coding Rules Thou shalt not commit to the master branch, pull requests only. Thou shalt not u...
Pull Request Checklist
General Items Code compiles Code has been developer-tested Code is tidy (indentation, line l...
ADA Compliance Checklist
This is not meant to be a comprehensive list but is hopefully a good starting place. Feel free to...
SIGNiX
Technologies
Utopia
Windows File Encryption
Decryption download PSTools from: https://docs.microsoft.com/en-us/sysinternals/downloads/psex...
Open Source Software List
Correct as of 8/23/2021Server-Side: ElasticSearch, Postgresql, iTextSharp - LGPL, MailKit, Bouncy...
First Time Setup - Utopia (Work in Progress)
Step 1: Postgresql download and install the latest version of postgres from https://www.enterp...
Utopia Articles of Permissions (2020)
Utopia Articles of Permissions This file is to explain the over-arching permissions strategy No...
Utopia Architecture Notes (2020) Has Changed
Download link: Utopia Architecture Notes.docx DataAccess Notes Contains DB entities Method...
File OCR Worker debugging (2021)
This is the instruction how to debug OCR worker.a. If you no need to use FREngine In Program.c...
Utopia Bundle Installer build instruction
Build all components which should be included into installer1a. If PrizmDoc should be included,...
Azure Active Directory SAML Configuration (2020)
In Azure search for "Enterprise applications" On "Enterprise applications" click "New applicat...
OneLogin SAML SSO Configuration
Create developers OneLogin Account. After the registration go to Applications page and push Ad...
Okta SAML SSO Configuration
Setting up Okta Go to the Admin Dashboard and create an app integration. Select SAML 2.0 ...
Entity Framework Code First
Difference between code first and DB first In code first approach we have entity to tab...
Code First Training Video
https://youtu.be/goRtW-1c_BY
Entity Framework Optimizations
Entity framework does not have great performance when dealing with large batches of data. We've c...
Adding a new Email Type
Steps required to add a new email type Add the new email type to the EmailEnum in UtopiaShared...
Utopia External Login Instructions and Options
Utopia External Login Instructions and OptionsThis file is to explain how to create an external l...
Test Against Production Read Replica
To follow our security policy YOU MUST HAVE TWO OTHER DEVELOPERS OBSERVING when you access produc...
How to run local Utopia over LAN/connect from outside network
Why At times it may be helpful to connect to your local instance of Utopia from other devices to...
How to create a new user license type
All changes are made in the Utopia solution in the Utopia git repository See this PR for the C...
Concurrent Licenses
This feature is primarily used by Caselle The concurrent license count is actually based off t...
Utopia Architecture
Windows Desktop Client
Utopia Windows Desktop Client Update Creation Process
To Create an update to the Utopia Windows Desktop Client, you will do the following steps: Rig...
Update CefSharp to 64 bit (when we want to do it)
When updating the build of this application, you must change the version number in the Assembly I...
Client Application Update Process
Code Scanning
Resources Code Scan Pipeline: https://dev.azure.com/eFileCabinet/Utopia/_apps/hub/ms.vss-ciwor...
How To Update CefSharp Version
This update process may not work for future updates to CefSharp. The next version of CefSharp sta...
Archived
Unit Testing
Azure
Postman
Azure Dev Ops
Offloaded Operations
Documentation of all Offloaded Operations from a development perspective