Connect to a CIFS network share

CIFS (also known as SMB or Windows file sharing) is a protocol for sharing files across a network. Koordinates can connect to a CIFS share and scan it for data to import.

Open the Data Manager

Select Manage in the navigation menu.
Select New, then CIFS

Select New. The tools menu opens at Data sources. Select CIFS to open the Connect to CIFS Source window.
Add the connection details
- Host and Port (the default port is 445).
- Share: the name of the network share.
- Data Gateway: if your site has a Data Gateway and the share is inside your own network, choose the gateway to connect through. Otherwise leave Don’t Use Data Gateway selected. This option only appears if your site has a Data Gateway.
- Authentication: choose Username & Password and enter the credentials Koordinates should use, or None if the share doesn’t need them.
Select Next.
Add a title and owning group

Give the source a meaningful Title, and choose its Owning Group. Members of the owning group can configure the source, run scans and import data from it. You can change the owning group later.
Select Connect

Koordinates connects to the share and starts scanning it. After a few seconds you’re taken to the source, where you can import the data it finds.

Manage your CIFS source

Find your source

In the Data Manager, select the Sources tab and select your source. To find it, type part of its name in Find source…, or sort and filter the list by type.
Select Settings

The Configure source window opens. The Details tab has the source’s title, group and description. The Connection tab has its connection details. To keep the saved password, leave Password blank.
Select Save changes

To delete the source, select Remove source… in the Configure source window.

To learn how to run and review scans, see Scan and manage connected data sources.