METHOD AND SYSTEM FOR COLLABORATIVE EDITING OF A REMOTELY STORED DOCUMENT

• US 20120317239A1
• Filed: 12/21/2011
• Published: 12/13/2012
• Est. Priority Date: 06/08/2011
• Status: Active Grant

• Current Assignee: Workshare Technology Incorporated
• Original Assignee: Workshare Technology Incorporated
• Inventors: Mulder, Matthew, Safa, John
• Granted Patent: US 10,963,584 B2
• Time in Patent Office: Days
• US Class Current: 709/219
• CPC Class Codes: G06F 21/602 Providing cryptographic facilities or services
• CPC Class Codes: G06F 21/62 Protecting access to data via a platform, e.g. using keys or access control rules
• CPC Class Codes: G06F 21/6227 where protection concerns the structure of data, e.g. records, types, queries
• CPC Class Codes: G06F 2221/2111 Location-sensitive, e.g. geographical location, GPS
• CPC Class Codes: G06F 2221/2137 Time limited access, e.g. to a computer or data
• CPC Class Codes: G06F 2221/2149 Restricted operating environment
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06Q 10/101 Collaborative creation, e.g. joint development of products or services
• CPC Class Codes: H04L 63/0807 using tickets, e.g. Kerberos cryptographic mechanisms or cryptographic arrangements for entity authentication using tickets or tokens H04L9/3213
• CPC Class Codes: H04L 63/083 using passwords cryptographic mechanisms or cryptographic arrangements for entity authentication using a predetermined code H04L9/3226
• CPC Class Codes: H04L 63/107 wherein the security policies are location-dependent, e.g. entities privileges depend on current location or allowing specific operations only from locally connected terminals
• CPC Class Codes: H04L 9/0861 Generation of secret information including derivation or calculation of cryptographic keys or passwords

Abstract

This invention discloses a novel system and method for displaying electronic documents on remote devices and enabling collaborative editing in conjunction with an Entity Content Management system

Claims

1. A system for providing remote access to documents stored in a computer memory comprising a first and second server and a remote device where the remote device is adapted to receive directory listings from the second server, transmit one or more commands to the second server, at least one of said commands comprised of a data message containing a request for a document referenced by the received directory listing, so as to cause the second server to authenticate the request from the remote device and to request the document from the first server so as to cause the first server to transmit the document to the second server.

2. The system of claim 1 where at least one of said commands is comprised of a data message containing a request for one of renaming, deleting, copying, or moving said document and the second server is adapted to cause the at least one commands to be transmitted to the first server for execution.

3. The system of claim 2 where the remote device is a computer operating an Internet browser that is operating a secure protocol to provide web based access to the second server in order to access data from the first server.

4. The system of claim 1 where the remote device is adapted so that it the data messages that it transmits to the second server are further comprised of an authentication token.

5. The system of claim 1 where at least one of the commands is a data message requesting that the second server retrieve a directory structure from the first server, then transmit the retrieved directory structure to the remote device.

6. The system of claim 1 where the system is adapted to cause a plurality of the files on the second server to he copied to the first server upon the occurrence of a predetermined condition.

7. The system of claim 6 adapted so that the data files copied to the first server are deleted from. the second server,

8. The system of claim 6 where trigger is based on a. predetermined test of metadata associated with the files on the second server.

9. System of claim 6 where the predetermined condition is based on the content present in the files.

10. The system of claim 6 where the system is adapted so that the metadata, markups and comments associated with the plurality of data files are expunged after the files are moved into first server.

11. The system of claim 6 adapted to cause a geographic identifier to be embedded in the document at the remote device, so as to cause the first server to selectively determine whether to permit the file to be stored on the first server based on value of the geographic identifier,

12. system of claim 11 adapted to cause the file to be quarantined if the geographic identifier is from a. predetermined no permission location.

18. The system of claim 1 where the remote device is adapted to present on its user interface screen two regions, one that presents icons associated with items stored on the second server and the other icons associated with items stored on the first server.

19. The system of claim 1 where the second server is adapted to provide a storage directory exclusively associated with the user operating the remote device where all documents requested by said user to be retrieved from the first server are stored.

20. The system of claim 18 adapted so that the remote device detects the condition when the user has selected an icon on the user interface region associated with the first server and has dragged the icon to the region associated with the second server so as to cause a command to be transmitted from the remote device to the second server requesting that the second server request the document associated with the selected icon to be transmitted from the first server to the second server.

21. The system of claim 1 adapted so that the second server can determine that the remote device does not have the latest version of the document and in that condition, to transmit the latest version of the document to the remote device.

22. The system of claim 1 where the commands between the remote device, the second server and first server are process to process messages.

23. The system of claim 1 adapted so that a data flag representing the condition that the requested document has been changed is set and so that periodically, the second server can determine document files whose data flags are set in order to cause the document files to be transmitted to the first server and stored at their associated locations on the first server.

24. The system of claim 23 further adapted so that upon a trigger condition, the document file is transmitted to the first server and stored at the associated location on the first server, said trigger condition being one of:

the time stamp in the metadata associated with the document is younger than the original time stamp, the document is a new document, and external command from an authorized party.

25. The system of claim 1 further adapted to cause the second server to check for condition flags in the metadata associated with the document and based on the condition flag state, cause the file to be transmitted to the remote device.

26. The system of claim 1 further adapted to present on the remote device display screen a tree diagram showing the lineage of historical changes or versions of the document.

27. The system of claim 26 further adapted to permit the user to select a node on the displayed tree diagram so as to select for download to the remote device, that selected version of the document.

28. The system of claim 1 further adapted to detect the condition that the version of the document transmitted to the remote device has been superceded by a newer version and to cause a message to be transmitted to the remote device alerting the user of that condition.

29. The system of claim 1 further adapted to cause the remote device email client to automatically route an email associated with a predetermined folder with an associated identity that has a. document attached, to be forwarded to the second server so as to cause the second server to isolate the document from the email and store the document in a directory location associated with the associated identity.

30. The system of claim 29 further adapted to cause the second server to generate and store metadata based on the information present in the email data and to have the generated metadata to be associated with the stored document.

31. The system of claim 30 further adapted to cause a. selection of an identity determined to be associated with the sender of the email to be inserted into the metadata.

13. The system of Claim I further comprising an adaptation to cause the first server to store a plurality of pre-selected documents in local storage on the second server.

14. The system of claim 13 where the pre-selection is based on one of search, metadata, tracking, activity history and user behavior.

15. The system of claim 13 where the logical ocation of the local storage is associated with a user identity.

16. The system of claim 13 where the pre-selected documents are selected on a determination that the selected document has metadata that makes the document related to metadata associated with a document already present in the local storage.

17. The system of claim 13 where the selectively retrieved documents are selected on a determination that the selected document is a document that in the past was selected by a user after having requested a document already present in the local storage.