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Repository Management

Overview #

Repositories in DnXT Reviewer define where your eCTD dossier files are stored. Before you can import or upload dossiers, you must configure at least one repository that points to a file storage location. Reviewer supports two repository types: Filesystem (for network shares and local paths) and Veeva (for Veeva Vault cloud document management). This guide covers how to add, edit, delete, and manage repositories in DnXT Reviewer.

Accessing Repository Management #

Click Repository in the left sidebar to open the Repository Management screen. The main area displays a table of all configured repositories with their names, types, paths, and status.

Repository Table #

The repository table shows the following columns:

Column Description
Name User-defined name for the repository (e.g., “Production Share”, “Veeva Clinical Vault”)
Type Repository type: Filesystem or Veeva
Path / URL The file system path or Veeva Vault URL
Status Active or Inactive
Applications Number of applications (dossiers) registered from this repository

Toolbar Actions #

  • Add — Opens the Add Repository form
  • Delete — Removes the selected repository (with restrictions, see below)
  • Export — Exports the repository list as a CSV file
  • Refresh — Reloads the repository table from the server

Adding a Filesystem Repository #

A Filesystem repository connects Reviewer to a directory on the server’s file system or a mounted network share.

Step-by-Step #

  1. Click the Add button in the toolbar.
  2. The Add Repository form appears.
  3. Select Filesystem from the Type dropdown.
  4. Enter a Name for the repository (e.g., “Default”, “eCTD Production Share”).
  5. Enter the Path to the directory where your eCTD dossiers are stored. This must be a path accessible by the Reviewer server.
    • Example (Linux/Mac): /mnt/ectd-share/regulatory
    • Example (Windows): \\server\ectd-share\regulatory
  6. Click Save to create the repository.
Tip: The repository path must be accessible from the Reviewer server, not necessarily from your local browser machine. If you are using a cloud-hosted Reviewer instance, the path must point to a storage location that the cloud server can reach (e.g., a mounted Azure file share, AWS EFS, or an NFS mount).

Adding a Veeva Repository #

A Veeva repository connects Reviewer to a Veeva Vault instance, allowing you to browse and import eCTD content stored in Veeva’s cloud document management system.

Step-by-Step #

  1. Click the Add button in the toolbar.
  2. Select Veeva from the Type dropdown.
  3. The form updates to show Veeva-specific fields:
Field Description Required
Name User-defined name for the repository Yes
Vault URL The base URL of your Veeva Vault instance (e.g., https://myvault.veevavault.com) Yes
Username Your Veeva Vault username Yes (if Save Credentials is checked)
Password Your Veeva Vault password Yes (if Save Credentials is checked)
Save Credentials Checkbox to store credentials on the server for automatic authentication during imports No
  1. Optionally check Save Credentials to store your Veeva username and password on the server. When saved, future imports will authenticate automatically without requiring you to re-enter credentials.
  2. Click Save to create the repository.
Warning: When Save Credentials is checked, your Veeva username and password are stored on the Reviewer server. If your organization has security policies against storing third-party credentials, leave this unchecked. You will be prompted to enter credentials each time you import from this Veeva repository.

Filesystem vs. Veeva: Comparison #

Feature Filesystem Veeva
Configuration fields Name, Path Name, Vault URL, Username, Password, Save Credentials
Authentication Server-level file system permissions Per-user Veeva Vault credentials
Browsing speed Fast (local/LAN access) Depends on Veeva API response time
Upload support ZIP and Folder uploads extract to this path ZIP and Folder uploads not applicable (Veeva manages storage)
Best for On-premise deployments, network shares, Azure File Shares Organizations using Veeva Vault for regulatory document management

Editing a Repository #

To edit an existing repository:

  1. Select the repository row in the table.
  2. Click the Edit button (or double-click the row).
  3. Modify the fields as needed (name, path, Veeva URL, credentials).
  4. Click Save to apply changes.
Warning: Changing the path of an existing Filesystem repository may break references to already-imported dossiers if those files no longer exist at the new path. Only change the path if the files have been moved to the new location.

Deleting a Repository #

To delete a repository:

  1. Select the repository row in the table.
  2. Click the Delete button in the toolbar.
  3. A confirmation dialog appears.

Delete Restrictions #

A repository cannot be deleted if it has applications (dossiers) registered from it. This safeguard prevents accidentally orphaning imported dossiers. If you need to delete a repository that has associated applications:

  1. Navigate to Dossier Library.
  2. Delete all dossiers that were imported from this repository.
  3. Return to Repository and delete the now-empty repository.
Tip: Check the Applications column in the repository table to see how many dossiers are associated with each repository. A repository with zero applications can be deleted immediately.

Exporting Repository Information #

Click the Export button in the toolbar to download the repository list as a CSV file. This export includes the repository name, type, path/URL, status, and application count. This is useful for documentation, audits, and configuration tracking.

Best Practices #

  • Use descriptive names — Name your repositories clearly (e.g., “US NDA Production Share” rather than “Repo 1”) to help team members identify the correct repository during imports.
  • Separate by purpose — Consider creating separate repositories for different regions, teams, or project phases (e.g., “US eCTD Archive”, “EU Active Submissions”).
  • Verify paths before saving — Test that the file path is accessible from the Reviewer server before adding the repository. Incorrect paths will result in empty folder browsers during import.
  • Review Veeva credentials periodically — If you use the Save Credentials option with Veeva, update the stored credentials when your Veeva Vault password changes.
  • Limit repository count — While there is no hard limit, keeping the number of repositories manageable makes the import workflow smoother for all users.

Frequently Asked Questions #

Can I have multiple repositories pointing to the same path? #

Yes, but this is generally not recommended as it can lead to confusion and duplicate imports. Use a single repository for each unique storage location.

Do I need a repository for ZIP and Folder uploads? #

Yes. When you upload a ZIP or folder, you must first select a target repository. The uploaded content is extracted into that repository’s storage location.

What happens if the network path becomes unavailable? #

If the file system path is temporarily unavailable (e.g., a network share goes offline), the repository will still appear in the list but the folder browser will show an error when you try to browse it. Already-imported dossiers remain accessible in the Dossier Library since their metadata is stored in Reviewer’s database.

Can I share a repository across multiple Reviewer instances? #

Yes, if multiple Reviewer instances point to the same file system path, they can each import from that shared location. However, each instance maintains its own import state and metadata independently.

How do I set up a repository for a cloud file share? #

For cloud deployments (Azure, AWS), the file share must be mounted to the Reviewer server’s file system. Once mounted, use the mount path as the Filesystem repository path. Consult your DnXT Administrator or infrastructure team for mount configuration.

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