Novell IFOLDER 3.6 Cross-Platform User Guide

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Cross-Platform User Guide

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AUTHORIZED DOCUMENTATION

iFolder

3.6

April 2008

OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Legal Notices

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Further, Novell, Inc., makes no representations or warranties with respect to any software, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. Further, Novell, Inc., reserves the right to make changes to any and all parts of Novell software, at any time, without any obligation to notify any person or entity of such changes.

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Copyright © 2004-2007 Novell, Inc. All rights reserved. Permission is granted to copy, distribute, and/or modify this document under the terms of the GNU Free Documentation License (GFDL), Version 1.2 or any later version, published by the Free Software Foundation with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the GFDL can be found at GNU Free Documentation Licence (http://www.fsf.org/licenses/

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Contents

About This Guide 9

1 Overview of iFolder 11

1.1 Benefits of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.2 The iFolder Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.3 iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.4 Cross-Platform Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.5 Key Features of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.5.1 iFolder Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.5.2 iFolder Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.5.3 Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.5.4 File Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.5.5 Enhanced Web Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

1.5.6 Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

1.5.7 Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

1.5.8 Default iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

1.5.9 Synchronization Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

1.6 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

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2What’s New 19

2.1 What’s New for iFolder 3.6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.2 What’s New for iFolder 3.4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.3 What’s New for iFolder 3.2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.4 What’s New for iFolder 3.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.5 What’s New for iFolder 3.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.6 Client Features and Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.7 Web Access Features and Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

2.8 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

3 Using iFolder with Novell iFolder 3.6 27

3.1 Novell iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.2 Benefits of Using iFolder 3.6 Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.3 Sharing iFolders Through an iFolder 3.6 Enterprise Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 28

3.4 Key Features of iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

3.4.1 The iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

3.4.2 iFolder Enterprise Server Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

3.4.3 Shared iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

3.4.4 iFolder Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

3.4.5 Encryption Policy Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

3.4.6 Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

3.4.7 Multi-Server Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

3.4.8 Multi-Volume Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

3.4.9 File Synchronization and Data Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

3.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Contents 5

4 Novell iFolder Migration and Upgrade 33

4.1 Migrating from iFolder 2.x to iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

4.1.1 Understanding the Migration Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

4.1.2 Migration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

4.2 Upgrading iFolder 3.x Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

4.2.1 Automatically Upgrading to iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

4.2.2 Manually Upgrading to iFolder 3.6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

4.3 Coexistence of the Novell iFolder 2.x and iFolder Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

5 Getting Started 41

5.1 Prerequisites and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

5.1.1 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

5.1.2 Client Computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

5.1.3 Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

5.1.4 Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

5.1.5 Network Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

5.1.6 Enterprise Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

5.1.7 Web Access Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

5.2 Downloading the iFolder Client Install Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

5.3 Installing the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

5.3.1 Installing iFolder for Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

5.3.2 Installing iFolder for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

5.4 Updating iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

5.5 Updating Mono for Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

5.6 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

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6 Managing iFolder Accounts and Preferences 49

6.1 Starting the iFolder Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

6.1.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

6.1.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

6.2 Configuring an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

6.3 Logging In to an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

6.4 Viewing and Modifying iFolder Account Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

6.5 Configuring iFolder Preferences for the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

6.6 Configuring Local Firewall Settings for iFolder Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

6.7 Configuring Local Virus Scanner Settings for iFolder Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . 66

6.8 Deleting an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

6.9 Exiting the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

6.10 Logging Out of an iFolder Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

6.10.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

6.10.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

6.11 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

7 Managing iFolders 69

7.1 Guidelines for the Location and Use of iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

7.2 Guidelines for File Types and Sizes to Not Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

7.3 Naming Conventions for an iFolder and Its Folders and Files . . . . . . . . . . . . . . . . . . . . . . . . . 71

7.4 Understanding iFolder Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

7.5 Creating and Uploading an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

7.5.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

7.5.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

6 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

7.5.3 Creating iFolders on a FAT32 Mount Point (Linux) . . . . . . . . . . . . . . . . . . . . . . . . . . 78

7.6 Sharing an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

7.6.1 Understanding User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

7.6.2 Accessing the Sharing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

7.6.3 Adding a User to an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

7.6.4 Modifying User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

7.6.5 Removing a User from an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

7.6.6 Transferring Ownership to an iFolder User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

7.7 Viewing and Hiding Available iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

7.8 Downloading an Available iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

7.9 Viewing and Configuring Properties of an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

7.9.1 Understanding iFolder Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

7.9.2 Accessing iFolder Properties from a File Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 85

7.9.3 Accessing iFolder Properties from the iFolder Browser. . . . . . . . . . . . . . . . . . . . . . . 85

7.10 Managing Passphrase for Encrypted iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

7.10.1 Recovering an Encrypted iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

7.10.2 Resetting the Passphrase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

7.11 Setting an iFolder Quota . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

7.12 Synchronizing Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

7.12.1 Synchronizing Files on Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

7.12.2 Configuring the Synchronization Interval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

7.13 Resolving File Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

7.13.1 Resolving File Version Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

7.13.2 Resolving Filename Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

7.14 Moving an iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

7.15 Reverting an iFolder to a Normal Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

7.16 Removing Membership From a Shared iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

7.17 Deleting an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

7.18 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

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8 Using Novell iFolder 3.6 Web Access 95

8.1 Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

8.2 Creating a New iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

8.3 Browsing and Managing iFolders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

8.3.1 Viewing a List of Folders and Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

8.3.2 Navigating Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

8.3.3 Downloading a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

8.3.4 Creating a New Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

8.3.5 Deleting Folders or Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

8.3.6 Uploading a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

8.3.7 Search Folders and Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

8.4 Search iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

8.5 Managing iFolder Shared Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

8.5.1 Adding New Shared Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

8.5.2 Assigning Rights to the Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

8.6 Viewing History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

8.7 Viewing Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

8.8 Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

A Uninstalling the iFolder Client 103

A.1 Before You Uninstall iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

A.2 iFolder Client for Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

A.3 iFolder Client for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Contents 7

B Troubleshooting 105

B.1 First Attempt at Connecting to The iFolder Server Fails . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

B.2 First Attempt at Starting iFolder Client for Linux Fails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

B.3 Encrypted iFolders Take a Long Time to Synchronize. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

B.4 iFolder File Fails to Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

B.5 Client File Fails to Synchronize to the Server Even after Conflict Resolution . . . . . . . . . . . . 107

B.6 All iFolders in an Account Fail to Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

B.7 Problem Synchronizing Some Files on a FAT32 File System on Linux . . . . . . . . . . . . . . . . . 107

B.8 Client Fails to Set Up a New iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

B.9 Repopulating Contents of a Read Only iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

B.10 GroupWise Files Become Corrupted in an iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

B.11 Possible Slowed Performance With ZoneAlarm 4.5 or Earlier. . . . . . . . . . . . . . . . . . . . . . . . 109

C Documentation Updates 111

C.1 September 2007. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

C.1.1 Benefits of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

C.1.2 Key Features of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

C.1.3 Using iFolder with Novell iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

C.1.4 What’s New for iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

C.1.5 Novell iFolder Migration and Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

C.1.6 Downloading the iFolder Client Install Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

C.1.7 Installing the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

C.1.8 Configuring an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

C.1.9 Viewing and Modifying the iFolder Account Settings . . . . . . . . . . . . . . . . . . . . . . . . 113

C.1.10 Understanding iFolder Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

C.1.11 Managing Passphrase for Encrypted iFolders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

C.1.12 Using Novell iFolder 3.6 Web Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

C.2 August 15, 2006. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

C.2.1 What’s New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

C.2.2 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

C.2.3 Managing iFolder Accounts and Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

C.2.4 Managing iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

C.3 December 23, 2005 (Novell iFolder 3.2 for OES SP2 Linux) . . . . . . . . . . . . . . . . . . . . . . . . . 116

C.3.1 What’s New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

C.3.2 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

C.3.3 Managing iFolder Accounts and Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

C.3.4 Managing iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

C.3.5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

C.4 August 19, 2005 (Novell iFolder 3.1 for OES SP1 Linux) . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

C.4.1 Overview of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

C.4.2 Using iFolder with Novell iFolder 3.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

C.4.3 What’s New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

C.4.4 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

C.4.5 Managing iFolder Accounts and Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

C.4.6 Managing iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

C.4.7 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

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8 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

About This Guide

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This cross-platform user guide describes how to install and use the iFolderTM 3.6 client on Linux and Windows* platforms in combination with a Novell access iFolders via the iFolder 3.6 Web Access server.

 Chapter 1, “Overview of iFolder,” on page 11

 Chapter 3, “Using iFolder with Novell iFolder 3.6,” on page 27

 Chapter 2, “What’s New,” on page 19

 Chapter 4, “Novell iFolder Migration and Upgrade,” on page 33

 Chapter 5, “Getting Started,” on page 41

 Chapter 6, “Managing iFolder Accounts and Preferences,” on page 49

 Chapter 7, “Managing iFolders,” on page 69

 Chapter 8, “Using Novell iFolder 3.6 Web Access,” on page 95

 Appendix A, “Uninstalling the iFolder Client,” on page 103

 Appendix B, “Troubleshooting,” on page 105

Audience

This guide is intended for users of the iFolder client and iFolder Web access for Novell iFolder 3.6.

iFolder® 3.6 enterprise server and how to

Feedback

We want to hear your comments and suggestions about this manual and the other documentation included with this product. Please use the User Comment feature at the bottom of each page of the online documentation, or go to www.novell.com/documentation/feedback.html and enter your comments there.

Documentation Updates

For the most recent version of iFolder 3.6 client documentation, see the following:

 Novell iFolder 3.6 User Guide (http://www.novell.com/documentation/ifolder3/ifolder36_user/

data/bookinfo.html)

Additional Documentation

For information about installing, configuring, and managing Novell iFolder 3.6 services, see the following:

 Novell iFolder 3.6 Administration Guide (http://www.novell.com/documentation/beta/ifolder3)

 Novell iFolder 3.6 Security Administrator Guide (http://www.novell.com/documentation/beta/

ifolder3/#security)

About This Guide 9

Documentation Conventions

In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and items in a cross-reference path.

A trademark symbol (

, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party

trademark.

When a single pathname can be written with a backslash for some platforms or a forward slash for other platforms, the pathname is presented with a backslash. Users of platforms that require a forward slash, such as Linux* or UNIX*, should use forward slashes as required by your software.

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10 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Overview of iFolder

iFolderTM is a file-sharing application for Linux, and Windows clients. You can share files in multiple iFolders, each with different users. You control who can participate in an iFolder and the access level for each member. You can also participate in iFolders that others share with you.

iFolder 3.6 provides you a simple, hassle-free user interface for client-side migration from iFolder

2.x to iFolder 3.6 and for client-side upgrade from iFolder 3.x to iFolder 3.6.

This section familiarizes you with the various benefits and features of iFolder:

 Section 1.1, “Benefits of iFolder,” on page 11

 Section 1.2, “The iFolder Client,” on page 12

 Section 1.3, “iFolder Account,” on page 12

 Section 1.4, “Cross-Platform Considerations,” on page 12

 Section 1.5, “Key Features of iFolder,” on page 13

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 Section 1.6, “What’s Next,” on page 17

1.1 Benefits of iFolder

iFolder provides the following benefits:

 Integrates with your native desktop environment, making it easy to create and manage multiple

iFolders

 Is highly scalable and flexible, with no practical limit on the number of iFolders per user or on

the number of members per iFolder

 With encryption enabled, protects data as it travels across the wire and while stored on the

iFolder server

 With enhanced web access console, you can access your files on the iFolder server from any

workstation without the iFolder client, using a Web browser and perform all the operations of iFolder client

 Allows you to easily and selectively share personal and business files

 Allows you to control the access level of member users of the iFolders you own, or where you

have the necessary rights to control the access rights of members

 Transparently updates your files to member iFolders on multiple workstations

 When iFolder is running, it tracks and logs changes made while you work offline, and

synchronizes those changes when you connect to the server

 Provides secure authentication of members who access an iFolder to synchronize its data

 Offers an alternative to exchanging files via e-mail, which avoids the file-size limits on e-mail

attachments and reduces your e-mail storage requirements

Overview of iFolder

1.2 The iFolder Client

The iFolder client integrates with your operating system to provide iFolder services in your native desktop environment. The iFolder client allows you to manage your own iFolders and to select which shared iFolders to set up on each computer. iFolder supports the following operating systems:

 SUSE

 Windows XP SP2/2000 Professional SP4

 Open SUSE 10.2 and later

Linux Enterprise Desktop 10 SP1

1.3 iFolder Account

You must configure at least one iFolder account before you can create iFolders. An iFolder account is created when an iFolder services administrator provisions you as an iFolder user for an iFolder server. The administrator provides you with a username and password. For an enterprise, this might be your username or e-mail address and the related password.

An iFolder session begins when you log in to an iFolder services account and ends when you log out, or when you exit the iFolder client. Your iFolders synchronize files with other active iFolders only when your session is active and you are working online. You can access data in your local iFolders at any time, whether you are logged in to the account, or not. For information, see

Section 6.2, “Configuring an iFolder Account,” on page 51.

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1.4 Cross-Platform Considerations

The user interfaces for the Linux, and Windows versions of the iFolder client conform to interface conventions of their individual platforms. The way you perform common tasks is parallel in each platform, but you might observe slight differences in the buttons, the display area, function labels, the location of the desktop notification area, the start iFolder preference, and so on as you perform the tasks. Except where procedures differ explicitly, this guide provides instructions for only one of the two platforms.

The following table lists some typical differences in the client interface:

Task Linux Windows

iFolder menu Quit Exit

iFolder Preferences > Accounts dialog

iFolder Preference > Accounts dialog

Multiple locations Close button

Add button Add button

Remove button Remove button

OK, Cancel, and Apply

Actions are committed when you perform the action.

buttons

Actions are committed only when you click

Apply or OK.

iFolder Preferences

dialog

12 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Add iFolder to the desktop’s Startup

Programs

Select (enable) Start iFolder when logging In to the desktop

Task Linux Windows

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Configuring an iFolder Account

Notification area Notification area Status and Notification

Right-click Notification area

iFolders > iFolder menu Properties Properties

iFolder Wizards Forward button and

Configuring an iFolder Account

iFolder Configuration Wizard 2

iFolder Configuration Wizard 3

Remember my password

Account Settings Accounts

Back button

iFolder Account Assistant

iFolder Server Choose an iFolder

Identity iFolder Account

Remember password on this computer

area

Next button and back button

iFolder Account Creation Wizard

Server

Information

1.5 Key Features of iFolder

Before you begin to use iFolder, it is important to understand the following key features:

 Section 1.5.1, “iFolder Sharing,” on page 13

 Section 1.5.2, “iFolder Access Rights,” on page 14

 Section 1.5.3, “Encryption,” on page 15

 Section 1.5.4, “File Synchronization,” on page 15

 Section 1.5.5, “Enhanced Web Access,” on page 16

 Section 1.5.6, “Migration,” on page 16

 Section 1.5.7, “Upgrade,” on page 16

 Section 1.5.8, “Default iFolder,” on page 16

 Section 1.5.9, “Synchronization Log,” on page 16

1.5.1 iFolder Sharing

Typically, when you work in multiple locations or in collaboration with others, you must conscientiously manage file versions. With iFolder, the most recent version of your files can follow you to any computer where you have installed the iFolder client and created an iFolder for them. iFolder also allows you to share multiple iFolders and their separate content with other authorized users. For more information on shared iFolder, see “Shared iFolders” on page 14.

The iFolder client supports sharing by synchronizing files across multiple computers through a central server. It allows you to do the following:

 Share files across computers

 Share files with others

Overview of iFolder 13

 Own multiple iFolders

 Participate in multiple iFolders that other users share with you

 Participate as the owner or a member of iFolders in multiple accounts

You work with iFolders directly in your file manager or in the iFolder browser that is part of the client. Within the iFolder, you can set up any subdirectory structure that suits your personal or corporate work habits. The subdirectory structure is constant across all member iFolders.

Shared iFolders

An iFolder is a local directory that selectively shares and synchronizes files via a central server with a user-specified users. The iFolder files are accessible to all iFolder members and can be changed by those with the rights to do so. You can access your iFolders across multiple workstations and share them with others.

You decide who participates in each iFolder and the level of access for each member. Similarly, you can participate in shared iFolders that are owned by others in your collaboration environment. When you share an iFolder, member users with the Write permission can modify the directory structure, and those changes apply to all copies of the iFolder. Each user can locate the shared iFolder anywhere on his or her own computer if it satisfies the Section 7.1, “Guidelines for the Location and

Use of iFolders,” on page 69.

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IMPORTANT: You cannot share your encrypted iFolders and the shared iFolders cannot be encrypted.

1.5.2 iFolder Access Rights

The iFolder client supports the owner and three levels of access for members of an iFolder:

 Owner: Only one user serves as the owner of an iFolder. This is typically the user who creates

the iFolder. The owner user can use the iFolder client to transfer ownership to another member of the iFolder.

The owner of an iFolder has the Full Control right. This user has read/write access to the iFolder, manages membership and access rights for member users, and can remove the Full Control right for any member.

 Full Control: A member of the shared iFolder, with the Full Control access right. This member

has read/write access to the iFolder and manages membership and access rights for all users except the owner.

 Read/Write: A member of the shared iFolder, with the Read/Write access right to the

directories and files in the iFolder. This member can modify a file, but the local changes are synchronized to other members’ copies of the iFolder.

 Read Only: A member of the shared iFolder, with the Read Only access right to directories

and files in the iFolder. This member can modify a file, but the local changes are not synchronized to other members’ copies of the iFolder.

Any iFolder user can own some iFolders and be a member of other iFolders. As an owner user, you always have the Full Control right. As a member user, your level of access in each shared iFolder can differ, depending on the access granted to you by any member with the Full Control right.

14 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

1.5.3 Encryption

iFolder 3.6 provides higher security for your confidential iFolder files, to protect them from intentional or unintentional access by unauthorized people. In the past, data security was not ensured on the server side, so the data was accessible to the administrator or to anyone who gained unauthorized access to the server. In addition when you access iFolder files via an ISP provider, there is a chance that an unauthorized individual can inadvertently stumble across your confidential files. Now, you can encrypt and save your files on the server, and retrieve them through a passphrase known only to you. If you forget your passphrase, the recovery agent you have selected during the creation of the encrypted iFolder helps you recover your data. For more information on encryption, see “Managing Passphrase for Encrypted iFolders” on page 85.

Figure 1-1 Key Recovery

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1.5.4 File Synchronization

When you are connected to the server, iFolder can synchronize iFolder membership and files in the background as you work. When you set up an iFolder account, you can enable Remember My Password so that iFolder can remember the password on that machine, and next time when you launch iFolder, it is automatically connect to the server and synchronize the data without prompts for password.

Overview of iFolder 15

You can configure the iFolder client to run automatically each time you log in to your computer’s desktop environment. The session runs in the background as you work with files in your local iFolders, tracking and logging any changes you make.

You can synchronize the files manually or at specified intervals.

iFolder 3.6 also has delta synchronization capabilities. When you make any changes to an iFolder file, only the deltas or changes get synchronized to the server. In other words, Delta synchronization only retrieves updates since the last synchronization between the iFolder client and the server. This increases the efficiency since it reduces the synchronization time.

1.5.5 Enhanced Web Access

iFolder 3.6 provides an enhanced Web interface that allows you to access your iFolder files on remote servers. With the Web Access console, you can use a Web browser to access your files on the iFolder server from any workstation without the iFolder client. The Web Access interface enables you to perform all the operations of the iFolder client.

When compared to the previous iFolder versions, iFolder 3.6 lets you create, browse, share, upload and delete iFolders via the enhanced Web access console. Mobile users can also make use of this facility through the Web.

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1.5.6 Migration

Novell iFolder 3.6 provides a simple, hassle-free migration from iFolder 2.x to the iFolder client for Novell iFolder 3.6. The Migration Wizard provided in the iFolder 3.6 client helps you migrate the existing iFolder 2.x data to iFolder 3.6 quickly and easily. For more information, see “Novell iFolder

Migration and Upgrade” on page 33.

1.5.7 Upgrade

Novell iFolder 3.6 provides a simple, hassle-free upgrade from iFolder 3.x to the iFolder client for Novell iFolder 3.6. The iFolder Client Upgrade dialog box provided in the iFolder 3.6 client helps you upgrade the iFolder 3.x to iFolder 3.6 quickly and easily. For more information, see

Section 4.2.1, “Automatically Upgrading to iFolder 3.6,” on page 38.

1.5.8 Default iFolder

iFolder 3.6 allows you to set up a default iFolder when you configure a new account. Whenever you configure a new iFolder account, iFolder automatically check for the presence of Default iFolder. If you have not created one, iFolder prompts you to create a Default iFolder. If it already exists, iFolder client prompts you to download. You are also allowed to ignore both these options. For more information see, Step 6 on page 55 in the section Section 6.2, “Configuring an iFolder Account,” on

page 51.

1.5.9 Synchronization Log

The synchronization log displays a log of your iFolder background activity, such as uploading and downloading files for different iFolders, policy violations, excluded files and non-synchronized files.

16 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

1.6 What’s Next

For information about configuring using the iFolder client, see the following:

 Chapter 6, “Managing iFolder Accounts and Preferences,” on page 49

 Chapter 7, “Managing iFolders,” on page 69

 Chapter 4, “Novell iFolder Migration and Upgrade,” on page 33

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Overview of iFolder 17

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18 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

What’s New

The iFolderTM client for Novell® iFolder® 3.x offers many new capabilities as compared to the Novell iFolder 2.x client. This section identifies its new features and compares client services, management, and functions to those of 2.x.

 Section 2.1, “What’s New for iFolder 3.6,” on page 19

 Section 2.2, “What’s New for iFolder 3.4,” on page 19

 Section 2.3, “What’s New for iFolder 3.2,” on page 19

 Section 2.4, “What’s New for iFolder 3.1,” on page 20

 Section 2.5, “What’s New for iFolder 3.0,” on page 20

 Section 2.6, “Client Features and Capabilities,” on page 20

 Section 2.7, “Web Access Features and Capabilities,” on page 24

 Section 2.8, “What’s Next,” on page 25

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For information about key features of Novell iFolder 3.6, see the Novell iFolder 3.6 Administration

Guide (http://www.novell.com/documentation/beta/ifolder3).

2.1 What’s New for iFolder 3.6

The following capabilities and features were added in the iFolder client for Novell iFolder 3.6:

 Web Access feature in parity with the iFolder 3.6 client operations.

 Optional encryption support to protect data as it travels across the wire and while it is stored on

the iFolder server.

 Flexibility in data transfer and security.

 Improved iFolder sharing.

 Consistency in user experience across different platforms.

 User interface for client-side migration and upgrade.

2.2 What’s New for iFolder 3.4

The following capabilities and features were added in the iFolder client for Novell iFolder 3.4:

 Support was added for SUSE Linux Enterprise Desktop 10.

 The user interface was redesigned for improved usability.

2.3 What’s New for iFolder 3.2

The following features are new in the iFolder client for Novell iFolder 3.2 for OES SP2 Linux:

 Updates were made to address known defects.

What’s New

 User help for the iFolder client was localized.

 A option was added to allow the iFolder administrator to specify whether users log in with their

network user ID (LDAP common name) or their e-mail addresses. For information, see

Section 6.2, “Configuring an iFolder Account,” on page 51.

2.4 What’s New for iFolder 3.1

Novell iFolder 3.1 includes the following enhancements:

 Improved consistency in labels and messages across client platforms. For information on cross-

platform differences, see Section 1.4, “Cross-Platform Considerations,” on page 12.

 The version of Mono

used for Linux and Macintosh clients in 3.1 is 1.1.7.7x

2.5 What’s New for iFolder 3.0

Novell iFolder 3.0 includes several important new features:

 Multiple iFolders: You can create as many iFolders as desired and manage each one

separately. Each iFolder functions independently to synchronize its own set of files. You specify the local path for each iFolder.

 Shared iFolders: Each iFolder can be kept private or shared with a different group of users.

For a shared iFolder, if you own it or are a member with the Full Control right, you can control who participates in the iFolder and control the level of access granted to each member, such as Full Control, Read/Write, or Read Only.

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 Centralized iFolder Synchronization and Storage: iFolder data is automatically

synchronized by the iFolder client to the iFolder enterprise server over an IP network. The enterprise server stores files for each iFolder, then synchronizes them to other member computers. Your iFolder administrator controls whether data is transported securely with HTTPS (SSL) connections during synchronization, or if data is transported with standard HTTP connections.

 Multiple iFolder Accounts: You can concurrently access iFolder accounts on multiple

servers.

 Web Access to iFolders: You access your iFolder accounts from any computer with Internet

access. You can create subdirectories, upload files, and download files to any of your iFolders. All iFolders for the account are available, whether you are the owner or a member.

2.6 Client Features and Capabilities

The following table compares the features and capabilities of the iFolder client with a Novell iFolder

3.6 enterprise server to Novell iFolder 2.x.

20 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Table 2-1 Comparison of Novell iFolder 2.x and 3.6

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Feature or Capability Novell iFolder 2.x Client

Download location The iFolder download page is

iFolder Client with a Novell iFolder

3.6 Enterprise Server

The administrator provides a download site where users can

http://serveraddress/ iFolder

download the iFolder client, such as the iFolder 3.6 Welcome page on the iFolder enterprise server.

Replace serveraddress with the IP address or DNS name of your iFolder server. For example,

192.168.1.1 or nifsvr1.example.com.

The path is case sensitive.

Default location of the iFolder directory on a client

Windows: C:\Documents and

Settings\username\My Documents\iFolder\userna

Anywhere you want to create an iFolder on your Windows or Linux computers.

me\Home

Linux: /home/userid/ ifolder/userid

Connect to server Log in to one account at a time. Set up accounts for multiple

iFolder domains and log in to one or more as desired.

Authenticated access Yes, with username and

password authentication via your LDAP server.

Yes, with username and password authentication via your LDAP server.

Encrypted data transfer Yes, with the encrypted iFolder

option.

The Blowfish algorithm is applied with a user-specified passphrase.

iFolder data stored encrypted on the server

Yes, with the encrypted iFolder option

The user must specify a passphrase when first creating the iFolder account.

iFolder data stored encrypted on clients

iFolder data is stored unencrypted on the client. Use third-party local encryption options, if needed.

Create an iFolder Yes, by logging in to the server for

the first time after being provisioned for iFolder services.

Yes, with encrypted iFolder option.

The Blowfish algorithm is applied with a user-specified passphrase.

Administrators control whether connections use encryption or HTTP.

Yes, with the encrypted iFolder option

The user must specify a passphrase when first creating the iFolder account.

iFolder data is stored unencrypted on the client. Use third-party local encryption options, if needed.

Yes, by selecting any local directory and making it an iFolder. You can create multiple iFolders in each of your iFolder accounts.

What’s New 21

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Feature or Capability Novell iFolder 2.x Client

Maximum iFolders per username One Multiple. You can own or

Share an iFolder across multiple computers

Share an iFolder with other users Not as designed, but it is

Yes, by logging in to an iFolder server from a computer with the iFolder client, or by accessing the iFolder via the Web with NetStorage.

possible.

The administrator can create a username for this purpose. Membership in the iFolder is determined by who has access to the password for that username and its iFolder account.

iFolder Client with a Novell iFolder

3.6 Enterprise Server

participate in an almost-unlimited number of iFolders in one or multiple accounts.

Yes, by logging in to an iFolder account from another computer with an iFolder client and setting up the available iFolder.

You can select which of the iFolders you own or participate in to set up on each computer, according to your needs at each location.

Yes, as the owner user or a member user with the Full Control right.

 For each iFolder, specify a

list of users.

 For each member of an

iFolder, specify different levels of access with the Full Control, Read/Write, or Read Only right.

Participate in a shared iFolder owned by another user

Allows the owner of a shared iFolder to transfer ownership of a shared iFolder to another user

Allows the iFolder owner to transfer ownership the iFolder to another user

Not as designed, but it is possible if the iFolder’s owner shares his or her username and password.

IMPORTANT: Sharing a password is a security risk and is never recommended.

No Yes

Yes, if the owner adds you as a member.

After the owner makes you a member of the iFolder, you can view the shared iFolder listed on your iFolders window. Use the iFolder Setup function to activate the iFolder on one or more computers where you want to participate.

22 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

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Feature or Capability Novell iFolder 2.x Client

Maximum file size Software limits file size to 4 GB.

Below 4 GB, the maximum file size depends on the server’s and clients’ local file systems.

For example, on Windows clients, FAT32 limits file sizes to 4 GB. On Linux, EXT2 limits file sizes to 2 GB.

Restrict synchronization by including or excluding files by file type, such as .mp3

Maximum number of directories 32,765 No software restrictions; depends

Disk quotas No An owner can specify a quota for

No Yes, with policies set by the

iFolder Client with a Novell iFolder

3.6 Enterprise Server

There are no software restrictions, but the administrator can specify the maximum file size that users can synchronize as a system-wide policy.

Below the administrative maximum, the practical maximum file size depends on the server’s and clients’ local file systems.

administrator that can apply system-wide, to individual user accounts, or to individual iFolders.

on the server’s and clients’ local file systems.

each iFolder, but the total combined administrative quotas for all owned iFolders cannot exceed the user’s system-wide quota.

Minimum synchronization interval You set a synchronization interval

for each workstation. The value cannot be less than the systemwide setting or individual user setting.

Allows users to suspend synchronization for a given client computer

Yes, using any of the following methods:

 Log out of the iFolder server

 Disable Automatic

Synchronization in the iFolder Preferences tab. You can remain logged in, and then synchronize when you want with the Synchronize Now option.

Remote access to iFolder data on the server

Yes, using Novell NetStorage

Your administrator must configure NetStorage for iFolder services.

An iFolder member can specify a quota for the iFolder on each computer where the iFolder is set up.

You set a synchronization interval for each computer that applies to all iFolders in all accounts on that computer.

Yes, using any of the following methods:

 Log out of the iFolder server

account

 Disable Automatic

Synchronization

 Disable the account in the

Account window (deselect Enable Account)

Yes, using iFolder 3.6 Web Access

Your administrator must configure an iFolder 3.6 Web Access server.

What’s New 23

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Feature or Capability Novell iFolder 2.x Client

Backup of local files to a network server

Backup support to restore deleted files

Files in your local iFolders are backed up on the iFolder server.

Administrators must back up and restore the entire iFolder contents.

iFolder Client with a Novell iFolder

3.6 Enterprise Server

Files in your local iFolders are backed up on the iFolder enterprise server.

Administrators can back up the entire iFolder account or individual iFolders, directories, and files in the account. They can restore as individual files, directories, iFolders, or accounts.

2.7 Web Access Features and Capabilities

The following table compares the features and capabilities of Novell iFolder 3.6 Web Access to Novell iFolder 2.x.

Table 2-2 Comparison of Web Access for Novell iFolder 2.x and 3.6

Feature or Capability Novell iFolder 2.x Web Access Novell iFolder 3.6 Web Access

Web access method For iFolder 2.1.4 and earlier, the

Java* applet or Novell NetStorage (for NetWare® servers only)

iFolder 3.6 Web Access server for Novell Open Enterprise Server

2.0 Linux

For iFolder 2.1.5 and later, Novell NetStorage for Novell Open Enterprise Server (both Linux and NetWare servers)

Web access location

Connect to server or domain The user has only one iFolder per

http://serveraddress/ iFolder

Replace serveraddress with the IP address or DNS name of your iFolder server. For example,

192.168.1.1 or nifsvr1.example.com

The path is case sensitive.

username. The user accesses the iFolder server where his or her files are located for that username.

http://serveraddress/ webalias

Replace serveraddress with the IP address or DNS name of your iFolder server. For example,

10.10.1.1 or nifsvr1.example.com.

Replace webalias with the administrator-specified path. The default path is /ifolder. The path is case sensitive. For example:

http://10.10.1.1/ifolder

You separately access the different domain where you have accounts. All iFolders for the individual account are available.

24 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Feature or Capability Novell iFolder 2.x Web Access Novell iFolder 3.6 Web Access

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Authenticated access Yes, with username and

password authentication via your LDAP server.

Encrypted data transfer Yes, with the encrypted iFolder

option.

The Blowfish algorithm is applied with a user-specified passphrase.

2.8 What’s Next

For more information on iFolder, see the following:

 Chapter 4, “Novell iFolder Migration and Upgrade,” on page 33

 Chapter 5, “Getting Started,” on page 41

Yes, with username and password authentication via your LDAP server.

Yes, with the encrypted iFolder option.

The Blowfish algorithm is applied with a user-specified passphrase.

What’s New 25

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26 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Using iFolder with Novell iFolder

novdocx (en) 11 July 2008

3.6

This section discusses how the iFolderTM client works with Novell® iFolder® 3.6.

 Section 3.1, “Novell iFolder 3.6,” on page 27

 Section 3.2, “Benefits of Using iFolder 3.6 Services,” on page 27

 Section 3.3, “Sharing iFolders Through an iFolder 3.6 Enterprise Server,” on page 28

 Section 3.4, “Key Features of iFolder 3.6,” on page 29

 Section 3.5, “What’s Next,” on page 31

3.1 Novell iFolder 3.6

Novell iFolder 3.6 delivers all the benefits of earlier iFolder versions and adds new features to it for greater productivity and flexibility for managing files securely in a collaborative environment.

NOTE: Your administrator must configure Novell iFolder 3.6 services. For information, see the

Novell iFolder 3.6 Administration Guide (http://www.novell.com/documentation/beta/ifolder3) on

the Novell iFolder 3.x Documentation Web Site (http://www.novell.com/documentation/ifolder3).

Enterprise Server

The iFolder 3.6 enterprise server provides central storage, synchronization, and backup of files in your local iFolders. It allows local files to automatically follow you everywhere—online, offline, all the time—across computers. You simply save your files locally, as you have always done. The client automatically updates your iFolders’ local files to the iFolder 3.6 enterprise server, which delivers them to other user computers that share the iFolders.

Web Access Server

For mobile users, the iFolder 3.6 Web Access server provides anywhere, anytime access to your iFolder files on the iFolder 3.6 enterprise server. All you need is a Web browser and an Internet or network connection.

3.2 Benefits of Using iFolder 3.6 Services

In addition to the Section 1.1, “Benefits of iFolder,” on page 11, using the iFolder client with Novell iFolder 3.6 provides the following capabilities:

 Allows you to create iFolders and store file securely on a central enterprise server for anytime,

anywhere access through a passphrase known only to you.In the case of forgetting your passphrase, the recovery agent will help you recover your data. You can also reset your passphrase for future use

 Synchronizes files at any time through a central server with improved availability, reliability,

and performance over other sharing methods

Using iFolder with Novell iFolder 3.6

 Backs up local files to a server

 Allows administrators to back up iFolders to backup media

 Allows administrators to restore files or entire iFolder contents from backup media

 Allows all iFolders in the enterprise to be managed centrally with policy-based administration

tools

 Allows all iFolders in the server to be managed via enhanced Web Access console

3.3 Sharing iFolders Through an iFolder 3.6 Enterprise Server

In the following example, Ulrik owns an iFolder named Denmark and shares it via his iFolder enterprise account with Nigel, Luc, and Alice. Nigel travels frequently, so he also sets up the iFolder on his laptop. iFolder members can upload and download files from the Denmark iFolder from anywhere, using the iFolder Web Access server. In addition, Alice shares a non-work iFolder with her friend Ulrik. In this example, an asterisk next to the folder name indicates the iFolder owner.

Figure 3-1 Collaboration and Sharing with iFolder

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The iFolder client synchronizes the most recent version of documents to all authorized users of your shared iFolder. All that you and other iFolder members need is an active network connection and the iFolder client. With an enterprise server, your iFolders are stored centrally where they are easily accessed by all iFolder members in a Multi-server environment.

28 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

3.4 Key Features of iFolder 3.6

In addition to “Key Features of iFolder” on page 13, using the iFolder client with Novell iFolder 3.6 provides enhanced capabilities for the following features:

 Section 3.4.1, “The iFolder Client,” on page 29

 Section 3.4.2, “iFolder Enterprise Server Account,” on page 29

 Section 3.4.3, “Shared iFolders,” on page 30

 Section 3.4.4, “iFolder Access Rights,” on page 30

 Section 3.4.5, “Encryption Policy Settings,” on page 30

 Section 3.4.6, “Security Settings,” on page 30

 Section 3.4.7, “Multi-Server Support,” on page 31

 Section 3.4.8, “Multi-Volume Support,” on page 31

 Section 3.4.9, “File Synchronization and Data Management,” on page 31

3.4.1 The iFolder Client

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Use the version of the iFolder client that is approved by your system administrator. Typically, compatible iFolder clients are downloadable from the enterprise server’s iFolder 3 Welcome page. Contact your system administrator for this information.

For download instructions, see Section 5.2, “Downloading the iFolder Client Install Files,” on

page 43.

For prerequisites and install instructions, see “Getting Started” on page 41.

3.4.2 iFolder Enterprise Server Account

Your administrator provisions an account for you on at least one iFolder 3.6 enterprise server. iFolder supports only one account for a given iFolder server domain under your current local login identity. If you have multiple identities on the local computer, each identity can have its own account on the same server. However, only one local user identity at a time can log in to the iFolder server from that computer.

Each local identity on a computer must have its own copy of the iFolders related to its accounts. If you share iFolders between users who share the same computer, multiple copies of those iFolders must be stored locally where each user can modify the files within the user’s assigned workspace.

Contact your system administrator for the IP address (such as 192.168.1.1) or DNS name (such as ifolder3svr1.example.com) of each iFolder 3.6 enterprise server where you have been assigned an account. Log in to the server with the username and password for the account.

You must set up your enterprise server account before you can set up iFolders for it. The iFolder client allows you to set up multiple accounts, where a single account represents a given enterprise server. You specify the server address, username, and password to uniquely identify an account. On your computer, log in as the local user identity you plan to use to access an account and its iFolders, then set up the iFolder. Under your local login, you can set up multiple iFolder accounts, but each account must belong to a different iFolder enterprise server.

For information, see Section 6.2, “Configuring an iFolder Account,” on page 51.

Using iFolder with Novell iFolder 3.6 29

3.4.3 Shared iFolders

For your enterprise server account, you can share iFolders only with other users who also have an account on the same enterprise server. Contact your system administrator if you need to share iFolders with a user or group of users who are not yet provisioned for services on that server.

The server hosts every iFolder created for that account. When you create an iFolder, the enterprise server makes it available to the specified list of users.

3.4.4 iFolder Access Rights

When you use the iFolder client with iFolder 3.6, the administrator can provide the following support services:

 Transfer ownership of an iFolder to any user on the iFolder server, even if the user is not

currently a member of the iFolder.

 Modify the access right for a member.

 Set a disk quota policy that restricts the amount of disk space that a user can consume for his or

her iFolders. The policy can apply system-wide for all users or be set for an individual user.

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To view the disk quota setting for your account, see Section 6.4, “Viewing and Modifying

iFolder Account Settings,” on page 58 after you set up your enterprise server account.

 If an owner user is deleted as a user for the iFolder enterprise server, the iFolders owned by the

user are orphaned. Orphaned iFolders are assigned temporarily to the iFolder administrator, who serves as a temporary custodial owner. Membership and synchronization continues while the iFolder administrator determines whether an orphaned iFolder should be deleted or assigned to a new owner.

3.4.5 Encryption Policy Settings

iFolder 3.6 provide higher security for your sensitive files. With encryption policy set to On, all your iFolder files are transferred and stored encrypted on the iFolder enterprise server. Your iFolder Admin determines the encryption policy for your iFolders. If encryption is enabled, You will have the option to choose between encrypted and Shared. If you choose the former, the data is encrypted with your secret passphrase as it travels across the wire and stored on the iFolder server. For more information, see Section 7.10, “Managing Passphrase for Encrypted iFolders,” on page 85.

3.4.6 Security Settings

Whenever iFolder connects to an enterprise server to synchronize files, it connects with HTTP or connections to the server, and the server authenticates the user against its LDAP directory service. Your iFolder administrator determines whether iFolder traffic uses HTTP based iFolder settings.If there is no policy settings to set, one can choose HTTP from the client policy settings.

You might need to configure the following settings on your local computer to accommodate this traffic:

 Section 6.6, “Configuring Local Firewall Settings for iFolder Traffic,” on page 64

 Section 6.7, “Configuring Local Virus Scanner Settings for iFolder Traffic,” on page 66

30 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

3.4.7 Multi-Server Support

Handling enormous data and provisioning immense number of Enterprise users in a corporate environment is an herculean task for any Administrator. iFolder 3.6 simplify these tasks with Multiserver configuration. It serves the purpose of provisioning higher number of users and hosting large amount of data on your iFolder domain. Your Admin can scale up the domain across servers to the needs of enterprise level requirements by adding multiple servers to a single domain. This allows to leverage the under-utilized servers in an iFolder domain.

3.4.8 Multi-Volume Support

One of the key features of iFolder is it’s storage scalability. With multi volume support, Internet Service Providers and Enterprise Data centers can manage huge amount of data beyond the file system restriction per volume. This facilitates to move data across the volumes based on file size and storage space availability.

3.4.9 File Synchronization and Data Management

Your iFolder files are synchronized through the iFolder 3.6 server, where the iFolder administrator can optionally back up the iFolder files from the server to backup media. Contact your administrator if you need to recover a backup copy of a deleted or modified file.

novdocx (en) 11 July 2008

3.5 What’s Next

If you currently use Novell iFolder 2.x or 3.x in your environment, make sure to read the following:

To Understand This Read This

How the iFolder client for Novell iFolder 3.6 differs from the iFolder 2.x client

Coexistence and migration for iFolder client for Novell iFolder 3.6 and the Novell iFolder 2.x client.

How to upgrade iFolder 3.4 client to iFolder 3.6 Section 4.2, “Upgrading iFolder 3.x Clients,” on

“What’s New” on page 19

Section 4.1, “Migrating from iFolder 2.x to iFolder

3.6,” on page 33

Section 4.3, “Coexistence of the Novell iFolder

2.x and iFolder Clients,” on page 39

page 38

Using iFolder with Novell iFolder 3.6 31

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32 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Novell iFolder Migration and

novdocx (en) 11 July 2008

Upgrade

This section discusses migration to the Novell® iFolderTM 3.6 client from the Novell iFolder 2.x client. It also discusses upgrading the client from iFolder 3.x to iFolder 3.6.

 Section 4.1, “Migrating from iFolder 2.x to iFolder 3.6,” on page 33

 Section 4.2, “Upgrading iFolder 3.x Clients,” on page 38

 Section 4.3, “Coexistence of the Novell iFolder 2.x and iFolder Clients,” on page 39

4.1 Migrating from iFolder 2.x to iFolder 3.6

This section discusses the following:

 Section 4.1.1, “Understanding the Migration Process,” on page 33

 Section 4.1.2, “Migration Procedure,” on page 33

4.1.1 Understanding the Migration Process

Novell iFolder 3.6 provides a simple, hassle-free migration from iFolder 2.x to the iFolder client for Novell iFolder 3.6. The Migration Assistant provided in the iFolder 3.6 client helps you migrate the existing iFolder 2.x data to iFolder 3.6 quickly and easily.

During the startup, the Migration Assistant detects the 2.x installation and prompts you to migrate your data. During the data migration, it prompts you again to convert the existing folders or to make a copy of the 2.x iFolder. For more information on this, refer to Step 6 on page 35.

iFolder prompts you about the re-synchronization of the files to 3.6 server, and asks whether you need to retain the 2.x client until the 3.6 client completes synchronization. During this process, only the data is migrated, so the user needs to set preferences in the new client.

4.1.2 Migration Procedure

1 Install the iFolder client for iFolder 3.6, then set up your account for the iFolder 3.6 enterprise

server.

For information, see “Managing iFolder Accounts and Preferences” on page 49.

2 In the iFolder browser, create one or more iFolders on your local computer.

You can use any valid name for an iFolder. Do not create an iFolder in the same directory path as your current iFolder 2.x directory. For information, see Section 7.5, “Creating and

Uploading an iFolder,” on page 74.

The iFolder displays a message about the existence of previous version data, and request for a migration.

Novell iFolder Migration and Upgrade

3 Click OK to open a list of available 2.x iFolders.

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4 Select the 2.x iFolder you want to migrate then click Migrate to display the Migration Assistant

You can also reach the Migration Assistant by clicking iFolder > Migration > Migrate from iFolder 2.x.

The Migration Assistant takes you through the process to complete your data migration.

5 Click Forward to display the Migration options.

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novdocx (en) 11 July 2008

6 Select one of the following:

Migrate the iFolder and disconnect it from 2.x domain: Select this option to disconnect the existing folder from the iFolder 2.x domain after migrating it to 3.6.

Create a copy of the iFolder and migrate: Select this option to create a copy of the iFolder

2.x files and convert it to the iFolder 3.6. This does not remove the files from the iFolder 2.x domain even after you migrate the files to the iFolder 3.6 domain.

If you select this option, you can also select Copy the parent folder if you want to copy not only the contents of the 2.x folder, but the parent folder as well. If you leave this option unselected, only the contents of the selected folder are migrated to the 3.6 domain.

Click Browse to find and select the location to save the migrated folder.

Novell iFolder Migration and Upgrade 35

For example, c:/Documents and Settings/<user name>/ifolder2dir is a 2.x iFolder, and dir1 and dir2 are the directories under ifolder2dir. When you select the option Copy the parent directory option, it create the ifolder2dir in the new location and the directories dir1 and dir2 are copied to it. If the option remains unselected, only the directories dir1 and dir2 are moved to the specified location.

7 Click Forward to select the domain and Security Options as follows:

7a Select the domain from the drop-down list.

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7b Select the desired security option:

 Select Encrypted to encrypt the selected iFolder.

If you did not set your passphrase during login, iFolder prompts you to enter the passphrase. You can skip this option and set the passphrase later.

If you are not currently connected to the iFolder domain, it prompts you to connect to the domain.

 Select Shared to share the iFolder with other members in the iFolder 3.6 domain.

When you attempt to migrate an encrypted 2.x iFolder to a shared one, it prompts you to verify the action.

IMPORTANT: You cannot share your encrypted 3.6 iFolders and the shared 3.6 iFolders cannot be encrypted.

8 Click Forward to verify and migrate the selected folder.

36 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

9 Verify that the information you have entered is correct. If necessary, click Back to return to

previous pages to make corrections.

If the information is correct, click Migrate to begin migration.

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10 Click Finish to complete the migration.

Novell iFolder Migration and Upgrade 37

4.2 Upgrading iFolder 3.x Clients

This section discusses the following:

 Section 4.2.1, “Automatically Upgrading to iFolder 3.6,” on page 38

 Section 4.2.2, “Manually Upgrading to iFolder 3.6,” on page 39

IMPORTANT: Before upgrading your 3.4.1 client, you must back up your local Simias store. If you don’t do the backup, you lose all configuration information from the computer because it deletes the Simias store when the upgrade fails.

4.2.1 Automatically Upgrading to iFolder 3.6

The automatic upgrade is possible only if you have root access rights, because the process needs to install the RPM packages. The root password is asked for during the upgrade. If you do not have root access rights, the package is not installed automatically. However, the client packages are downloaded to a temporary location. The Linux client is downloaded to /tmp/<32chardir>/ ifolder3-linux.tar.gz. This enables you to upgrade it later because the location contains two install scripts that you can run manually. Until you upgrade the client, you can not connect to the iFolder 3.6 domain with an iFolder 3.x client.

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1 From an iFolder 3.x client earlier than iFolder 3.6, try to connect to the iFolder server. You are

prompted about whether you want to upgrade.

2 Click Ye s to automatically upgrade your iFolder 3.x client.

For iFolder 3.4.1, if you click No and attempt to connect the iFolder 3.4.1 client to the iFolder 3.6 server, it throws an error message as shown below:

38 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

NOTE: An iFolder 3.x client (other than iFolder 3.4.1 clients) connects to iFolder 3.6 server even if you choose not to upgrade. Although the 3.x client stays connected to the 3.6 server, you cannot perform any of the iFolder operations with this client. When you attempt to convert an existing folder to an iFolder, the server does not consider those changes, and throws an error message that the server is unavailable. The only operation that you can perform is that download the new RPMs from the server to install iFolder 3.6.

4.2.2 Manually Upgrading to iFolder 3.6

1 Open a terminal and at the command prompt, run install-ifolder.sh.

2 Enter root password when asked for.

This closes the iFolder client if it is already running, then it updates the XSP Web server and iFolder client along with the Nautilus-ifolder3 plug-in.

3 Start iFolder from the Application menu.

4.3 Coexistence of the Novell iFolder 2.x and

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iFolder Clients

The iFolder client for Novell iFolder 3.6 client and the Novell iFolder 2.x client can coexist on the same computer, but they are not integrated and their software should not be installed in the same folder. If you plan to use Novell iFolder 2.x on your computer, you must comply with the following restrictions:

 Any local directory where you store your Novell iFolder 2.x data should not be converted to an

iFolder.

 Any directory that contains a local directory where you store your Novell iFolder 2.x data

should not be converted to an iFolder.

Novell iFolder Migration and Upgrade 39

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40 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Getting Started

This section describes prerequisites and how to install the iFolderTM client for Novell® iFolder® 3.6 enterprise server and Web Access server.

 Section 5.1, “Prerequisites and Guidelines,” on page 41

 Section 5.2, “Downloading the iFolder Client Install Files,” on page 43

 Section 5.3, “Installing the iFolder Client,” on page 45

 Section 5.4, “Updating iFolder,” on page 46

 Section 5.5, “Updating Mono for Linux,” on page 47

 Section 5.6, “What’s Next,” on page 47

5.1 Prerequisites and Guidelines

To use iFolder, your workstation must meet the prerequisites discussed in the following sections:

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 Section 5.1.1, “Hardware,” on page 41

 Section 5.1.2, “Client Computers,” on page 42

 Section 5.1.3, “Mono,” on page 42

 Section 5.1.4, “Web Browser,” on page 43

 Section 5.1.5, “Network Connection,” on page 43

 Section 5.1.6, “Enterprise Server,” on page 43

 Section 5.1.7, “Web Access Server,” on page 43

5.1.1 Hardware

The iFolder client requires the following minimum hardware:

 At least enough space on your hard drive to download and install the iFolder client for your

system (5-10 MB).

 A network adapter.

 A network connection must be active only when synchronizing files.

 When working with a Novell iFolder 3.6 enterprise server, workstations can use static or

dynamic IP addresses.

Getting Started

5.1.2 Client Computers

The iFolder client supports the following workstation operating systems:

 SUSE Linux Enterprise Desktop 10 SP1(requires the Mono

framework)

The Mono modules you need for this release are included in the iFolder install file. For information, see Section 5.1.3, “Mono,” on page 42.

IMPORTANT: iFolder 3.4 client is not compatible with 3.6 iFolder server

The Mono modules you need for this release are delivered with the operating system and installed as part of the default install package for Novell Software.

 Windows XP SP2/2000 Professional SP4 with the latest Microsoft* .NET 2.0 support patches.

Make sure you have installed the latest critical updates for your operating system and for .NET

2.0. See the Windows Update Web site (http://windowsupdate.microsoft.com).

5.1.3 Mono

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For a Linux workstation, the iFolder client requires the Mono framework. Mono is a development platform for running and developing modern applications. Based on the ECMA/ISO Standards, Mono can run existing programs that target the .NET or Java frameworks. The Mono Project is an open source effort led by Novell and is the foundation for many new applications. For information about Mono, see the Mono Project Web site (http://www.mono-project.com).

If you ever need to upgrade Mono for other software, please check the latest Readme on the Novell

iFolder 3.6 Documentation Web site (http://www.novell.com/documentation/ifolder3) to see if

Novell explicitly supports that Mono version and to learn any necessary steps to make the upgrade work correctly.

If you have previously installed Mono, make sure the permissions on Mono directories are set correctly:

1 On your Linux computer, open a terminal window.

2 At the prompt, log in as the root user by entering su, then enter your root password.

3 Navigate to the /usr/lib directory. At the prompt, enter

cd /usr/lib

4 At the prompt, enter the following command to change the Mono permissions in the /usr/

lib directory:

chmod 755 -R mono

5 Navigate to the /etc directory. At the prompt, enter

cd /etc

6 At the prompt, enter the following command to change the Mono permissions in the /etc

directory:

chmod 755 -R mono

42 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

5.1.4 Web Browser

You need one of the following supported Web browsers on your client computers:

 Mozilla* Firefox*

 Microsoft Internet Explorer 6.0/ 7.0

For secure connections, Novell iFolder 3.6 servers expect users to connect to the enterprise server account and the Web access server with SSL 3.0 connections. Both the client and browser connections use the browser’s settings for SSL. If Microsoft Internet Explorer is installed on your system, the iFolder client uses those settings over any other browser configuration for the client. Make sure the IE browser settings and other browsers you use to connect to iFolder servers are configured to use SSL 3.0.

5.1.5 Network Connection

An active network connection is necessary to synchronize files in your iFolders. Your computer must be active and online for access to and synchronization with any enterprise servers where you have iFolder accounts.

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5.1.6 Enterprise Server

Contact your iFolder administrator to get the server IP address or DNS name of the Novell iFolder

3.6 enterprise server for your iFolder account. For example, 192.168.1.1 or ifolder3.example.com.

5.1.7 Web Access Server

Contact your iFolder administrator to get the URL with the server IP address or DNS name of the Novell iFolder 3.6 Web Access server for your iFolder account. For example, http://

192.168.1.1/ifolder or http://ifolder3.example.com/ifolder.

5.2 Downloading the iFolder Client Install Files

The iFolder client for Novell iFolder 3.6 is available for download on the OES 2.0 Welcome page of your iFolder enterprise server.

1 Open a Web browser to the following location to open the server’s Welcome page:

http://ifolder3.example.com

Replace ifolder3.example.com with the DNS name or the IP address (such as

192.168.1.1) of the Novell iFolder 3.6 enterprise server where you have an account. Ask

your iFolder administrator for this information.

2 In the left navigator, click Client Software to open the download page.

Getting Started 43

3 In the iFolder Links, select one of the following client links to begin the download, then save

the file to a local directory:

Link Name Operating System Filename

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iFolder 3.6 Linux Client Open SUSE

SUSE Linux Enterprise Desktop 10 SP1

iFolder 3.6 Windows Client Windows XP SP2/2000

Professional SP4

ifolder3-linux.tar.gz

ifolder3-windows.exe

The tar.gz files include the necessary Mono .rpm files for iFolder on your Linux computer.

4 For the Linux clients, extract the tar.gz files to a local directory. At the command prompt,

enter

tar -zxvf filename

Replace filename with the tar.gz filename for your operating system and extract i585 and x86_64 folders that respectively contain the 32 bit and 64 bit versions of client RPMs.

NOTE: There is no iFolder client available for Windows XP SP2 64 bit.

Depending on your system, you should now have the following files on your system:

iFolder Client Install Files

iFolder for Linux ../linux/ifolder3 directory

ifolder3-3.6.0.xxxx-1.i686.rpm

nautilus-ifolder-3.6.0.xxxx-1.i586.rpm

simias-1.6.0.xxxx-1.i686.rpm

For example, ifolder3-3.6.0.7235-1.i686.rpm

iFolder for Windows ifolder3-windows.exe

44 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

For information about the specific version of Mono included with the files you installed, see

Section 5.1.3, “Mono,” on page 42.

5.3 Installing the iFolder Client

Make sure your system satisfies the Section 5.1, “Prerequisites and Guidelines,” on page 41.

NOTE: iFolder 3.6 does not support a silent install (that is, a scriptable non-interactive install) on any platform. A silent install is possible for the Linux client using its .rpm files, but it is not supported.

iFolder 3.6 client is not compatible with iFolder 3.2 servers.

Use the following methods to install iFolder on your client computers:

 Section 5.3.1, “Installing iFolder for Linux,” on page 45

 Section 5.3.2, “Installing iFolder for Windows,” on page 46

5.3.1 Installing iFolder for Linux

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You can install the iFolder client for Novell iFolder 3.6 and its dependent .rpm files on your Linux computer by using command line instructions or YaST Software Installer. It require Mono 1.1.18 and greater with XSP 1.1.18 and greater.

IMPORTANT: Do not install the client .rpm files on a server machine.

1 Specify the location of the files as an Installation Source in YaST:

1a Navigate to the directory where you extracted the .rpm files, then move the files from

../linux/ifolder3 and ../linux/mono to the same directory.

1b Open YaST, click Software > Installation Source, then click Add > Local Directory.

1c Browse to the directory where you placed the .rpm files, then click OK twice.

1d Click Finish.

2 To install iFolder, use one of the following methods:

 Ya S T: In YaST, click Software > Software Management, select the files you want to

install, then click Accept.

 Command Line: Open a terminal console, log in as root user by entering su and entering

your password, go to the directory where you placed the .rpm files, then enter

rpm -ivh *

If you get an error message about gtk-sharp and are installing from a KDE desktop, install gtkhtml2, then repeat the install for gtk-sharp. For example, enter

rpm -ivh gtkhtml2*.rpm

rpm -ivh gtk-sharp*.rpm

3 After the install is finished, log in with the local user identity you want to use when you create

and use iFolders.

4 Start iFolder.

Getting Started 45

For information, see Section 6.1, “Starting the iFolder Client,” on page 49.

5 Before you can use iFolder, you must configure at least one iFolder account. Continue with

Section 6.2, “Configuring an iFolder Account,” on page 51.

5.3.2 Installing iFolder for Windows

Use the iFolder 3.6.exe file for installing on Windows XP SP2/2000 Professional SP4.

1 Log on to the computer as an Administrator user (or equivalent user).

2 Save the iFolder.exe file to a local directory.

3 Install iFolder by double-clicking the file, then follow the on-screen instructions.

IMPORTANT: iFolder for Windows requires the Microsoft .NET 2.0 framework. If .NET is not detected, the install automatically downloads and installs .NET.

4 When prompted to reboot the computer, do one of the following:

 Click Ye s and allow the reboot to continue, then continue with Step 5.

 Click No, log off of the Administrator user (or equivalent user) identity, then continue

with Step 5.

 If you want to create an iFolder account from your current login, click Cancel, start

iFolder by clicking Start > Programs > iFolder 3 > iFolder 3 Client, then continue with

Step 6.

5 To run iFolder, log on to the computer with the user identity you want to use when you create

iFolders.

iFolder begins automatically whenever you log on to your computer and prompts you to create an iFolder account. If it does not start, you can start it manually by selecting Start > Programs > iFolder 3 > iFolder 3 Client.

6 If you are running personal firewall software on your computer, you might receive a message

asking whether you want to block Mono-XSP. Unblock (or do not block) Mono-XSP.

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For information about why you need Mono-XSP, see Section 6.6, “Configuring Local Firewall

Settings for iFolder Traffic,” on page 64.

7 Before you can use iFolder on the computer, you must configure at least one iFolder account.

You can configure it now or later. For information, see Section 6.2, “Configuring an iFolder

Account,” on page 51.

5.4 Updating iFolder

Update the iFolder client only with patches or upgrades distributed by your iFolder administrator. Typical distribution methods on each platform are as follows:

 Linux: Your administrator can deliver updates for the iFolder client for Linux with a customer-

hosted channel in an update manager, such as ZENworks Manager or Red Carpet

 Windows: The iFolder client for Windows automatically checks for updates on the server

whenever you log in, and prompts you to install a new update if it exists.

For information about Mono updates, see Section 5.5, “Updating Mono for Linux,” on page 47.

46 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Linux Management Update

5.5 Updating Mono for Linux

The iFolder client for Linux supports only the version of Mono included in the install software. Whenever Novell iFolder 3.6 releases updates for the iFolder client, the update software also includes any updates for Mono on Linux. You can update Mono concurrently with the iFolder updates.

If you need to upgrade Mono for another reason, please check the online documentation to see if the version is explicitly supported and to learn any necessary steps to make the upgrade work correctly. For information, see the latest version of the online documentation on the Novell iFolder 3.6

Documentation Web site (http://www.novell.com/documentation/ifolder3).

5.6 What’s Next

You are ready to set up your enterprise server account and preferences. Continue with the next section, “Managing iFolder Accounts and Preferences” on page 49.

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Getting Started 47

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48 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Managing iFolder Accounts and

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Preferences

This section discusses how to configure your iFolderTM accounts and how to manage preferences for the iFolder 3.6 client.

 Section 6.1, “Starting the iFolder Client,” on page 49

 Section 6.2, “Configuring an iFolder Account,” on page 51

 Section 6.3, “Logging In to an iFolder Account,” on page 58

 Section 6.4, “Viewing and Modifying iFolder Account Settings,” on page 58

 Section 6.5, “Configuring iFolder Preferences for the Client,” on page 62

 Section 6.6, “Configuring Local Firewall Settings for iFolder Traffic,” on page 64

 Section 6.7, “Configuring Local Virus Scanner Settings for iFolder Traffic,” on page 66

 Section 6.8, “Deleting an iFolder Account,” on page 66

 Section 6.9, “Exiting the iFolder Client,” on page 67

 Section 6.10, “Logging Out of an iFolder Account,” on page 68

 Section 6.11, “What’s Next,” on page 68

6.1 Starting the iFolder Client

When iFolder is running, the iFolder Services icon Description: iFolder Application Icon appears in the Notification area of the taskbar. iFolder is integrated in the desktop environment. The iFolder emblem (green “i”) Description: iFolder Icon appears on iFolders when they are viewed in a file manager, on the desktop, or in the iFolder browser.The encrypted iFolder is indicated by the emblem (locked folder)

IMPORTANT: The Notification area of the taskbar must be enabled in order for the iFolder Services icon to be displayed when iFolder is running.

You can work locally with files in your local iFolders at any time. Whenever the iFolder client is running, it logs the changes you make to local iFolder data as you work. If you make changes to local iFolder data when iFolder is not running, iFolder identifies and logs the differences the next time you start iFolder.

When iFolder is not running, iFolders appears as a normal folder in the file manager or on the desktop. You can access files in your local copy of an iFolder, but you cannot manage iFolders. In addition, you must log in to an account to create an iFolder or synchronize its files.

For information about stopping the iFolder client, see Section 6.9, “Exiting the iFolder Client,” on

page 67.

Managing iFolder Accounts and Preferences

6.1.1 Linux

 “Starting iFolder Automatically on Login” on page 50

 “Starting iFolder Manually” on page 50

Starting iFolder Automatically on Login

To enable iFolder to start automatically when you log in to the desktop, do one of the following:

 Open the applications menu, click More Applications, locate and right-click iFolder 3, then

select Add to Startup Programs from the menu.

Description: iFolder 3 Application Browser Menu

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 Make sure iFolder is running when you log out, then save the session setup. Select this session

option when you log in to the desktop.

 Open a terminal window, log in as the root user, then run /opt/gnome/bin/gnome-

session-properties to add iFolder as a program to start when you log in to your

computer.

To disable iFolder from starting automatically on login, do one of the following:

 Open the applications menu, locate and right-click iFolder 3, then select Remove from Startup

Programs.

 Make sure iFolder is not running when you log out, then save the session setup. Select this

session option when you log in to the desktop.

Starting iFolder Manually

1 Log in to your computer with the local Linux user identity you want to use when you create

iFolders.

2 Use one of the following methods to start iFolder:

 In the taskbar, open the applications menu, click More Applications, locate iFolder 3 by

searching or scrolling through the available options, right-click iFolder 3, then select Start iFolder 3.

 Open a terminal shell, then enter

/opt/novell/ifolder3/bin/ifolder

6.1.2 Windows

 “Starting iFolder Automatically on Logon” on page 51

 “Starting iFolder Manually” on page 51

50 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Starting iFolder Automatically on Logon

When you install the iFolder client, you can configure iFolder to start automatically on logon by selecting Start iFolder when logging in to the desktop as one of the install options.

To enable iFolder to start automatically when you log in to the desktop:

1 Right-click the iFolder Services icon Description: iFolder Application Icon , then select

Preferences to open the iFolder Preferences dialog box to the General tab.

2 Select Start iFolder When logging in to the Desktop, then click Apply.

3 Click OK to close the iFolders Preferences dialog box.

To disable iFolder from starting automatically when you log on to the desktop:

1 Right-click the iFolder Services icon, then select Preferences to open the iFolder Preferences

dialog box to the General tab.

2 Deselect Start iFolder When logging in to the Desktop, then click Apply.

3 Click OK to close the iFolders Preferences dialog box.

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Starting iFolder Manually

1 Log on to the computer with the local Windows user identity you want to use when you create

iFolders.

2 If iFolder does not start automatically on successful logon, start iFolder by clicking Start >

Programs > iFolder 3, then select the iFolder 3 Client application.

6.2 Configuring an iFolder Account

Use the iFolder Account Assistant to add and configure a new account. You must configure at least one iFolder account before you can create iFolders or share iFolders on your system. You can create only one account for any given iFolder host service, but you can have multiple accounts. You can log in separately to each account and be logged in concurrently to multiple accounts.

Multiple users with different local login identities can have iFolders on the same computer. iFolder prompts the active user to set up an account on the first time the iFolder client runs under that local user identity.

To configure a new account:

1 Access the iFolder Account Assistant, using one of the following methods:

Managing iFolder Accounts and Preferences 51

Description: iFolder Account Assistant Welcome Page

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 The first time you start iFolder under your current local login identity, iFolder prompts

you to set up an iFolder account. Click Forward to go directly to the iFolder Account Assistant.

 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, select Accounts to open the iFolder Preferences dialog box to the Accounts tab, then click Add to open the iFolder Account Assistant.

2 Follow the on-screen instructions to specify the following values:

Parameter Description

Server Address The DNS name or IP address of the iFolder enterprise server where you have

an account. Get this information from your iFolder administrator.

For example: svr21.example.com or 192.168.1.1

52 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Parameter Description

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Make this my default server

User Name Specify your user identity for this account. Your iFolder administrator decides

When you have multiple servers, select Make this my default server to make this server the one selected by default in the drop-down list of servers when you create and upload iFolders.

whether the format you should use is your network user ID (LDAP common name) or your e-mail address.

For example, if your name is John Smith with a user ID of jsmith and an email address of john.smith@example.com, your administrator configures a setting for the server that determines which of the two formats to accept in the

Username field for authentication purposes.

Password Specify the password for your username.

Remember My Password

Select Remember My Password to log in automatically to this iFolder account whenever you log in to your computer.

If your network password changes, automatic authentication fails gracefully the next time iFolder attempts to log in to the iFolder account. iFolder prompts you to log in with your new password and allows you to specify and save the new password.

If your Admin has set your encryption policy to on, iFolder will prompt you to enter your passphrase and select the Passphrase recovery agent. For more information on passphrase management see Section 7.10, “Managing Passphrase for Encrypted iFolders,” on page 85

3 Enter your secret passphrase in the Passphrase field and re-enter the same for verification.

Select Remember Passphrase to access automatically to the encrypted iFolder data during the current session. If you choose this option, iFolder can remember your passphrase. The next time you begin the login process, this passphrase exchange will be done automatically; no dialog box will appear.

Select the desired Recovery agent from the list and click OK.

Managing iFolder Accounts and Preferences 53

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4 Verify that the information you have entered is correct, return to previous pages to make

corrections if necessary, then click Connect to validate the settings by logging in to the iFolder server.

Description: iFolder Account Assistant Verify and Connect Page

5 If you are prompted to Accept the certificate of this server, click Details to review the

certificate information, then click OK to accept it.

If you do not accept the certificate, you cannot connect to the server.

54 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

6 On successful connection, it asks you to create a Default iFolder, if you have not set up one

currently.

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Specify the name of the Default iFolder and the location where you want to create the Default iFolder.

By default, the Default iFolder is stored at <users home directory>/ifolder/ server_name/user_name. You are allowed to change this location.

Select the Security type of the Default iFolder that you want to create. If you choose Encrypted, it prompts you to give the passphrase. For more information see Step 3 on page 53.

NOTE: If your iFolder Admin is not enabled your Encryption policy, you can create only Shared iFolders, and this option by default is selected. In this case, both the options for Security are disabled.

Once a folder is made a Default iFolder, you can change the type only by deleting it from the server. If you remove Default iFolder on the server, the next time you configure the account from any thick-client, iFolder prompts you to create a Default iFolder.

If you have already set up a Default iFolder, it asks you to download it to your local machine.

Managing iFolder Accounts and Preferences 55

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Download the Default iFolder and click Next to go to complete account configuration.

7 On successful connection, click Finish to close the iFolder Account Assistant.

iFolder synchronizes the user list for the specified account and identifies iFolders that are available for download. This initial download can take a few seconds to a few minutes, depending on the size of the user list for the account.

8 Verify that the account you set up appears in the list of accounts.

8a Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Preferences from the menu to open the iFolder Preferences dialog box to the Accounts tab.

When you are connected to the iFolder server, the Online check box is selected.

56 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Description: Accounts Tab of the iFolder Preferences Dialog Box

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8b Close the iFolder Preferences dialog box.

9 Set up iFolders for the account using either of these methods:

 Right-click the iFolder Services icon in the Notification area, then select iFolders to open

the iFolder browser. Continue with Section 7.5, “Creating and Uploading an iFolder,” on

page 74.

Description: iFolder Client Menu

 If iFolders for this account are available for download from the server, they are listed on

the iFolder window under iFolders on <iFolder server name>. The icon indicates that the iFolder is available for download. Continue with Section 7.8, “Downloading an

Available iFolder,” on page 83.

Managing iFolder Accounts and Preferences 57

6.3 Logging In to an iFolder Account

You can work locally with files in the iFolder directories at any time. You must be logged in to an iFolder account to synchronize the user list, synchronize iFolder data, upload new iFolders, download shared iFolders, share iFolders, and manage iFolders. You can log in separately and be logged in concurrently to multiple accounts.

Use one of the following login methods for each account:

 Log In Automatically: Enable Remember My Password for your iFolder account if you want

to log in automatically whenever the iFolder client starts. You can enable Remember My Password when you configure the account or by modifying the account settings later.

Whenever your password changes, automatic authentication fails gracefully the next time you attempts to log in to the iFolder account. iFolder prompts you to log in, then you can enter the new password. Enable Remember My Password again if desired.

 Log In As Needed: Disable Remember My Password if you want to log in to an iFolder

account only as needed.

To enable or disable Remember My Password for an existing iFolder account:

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1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Accounts to open the iFolder Preferences dialog box to the Accounts tab.

2 Select the iFolder account, then click Properties to view its setting in the Properties dialog box

3 Click the Identity tab

4 Select (enable) or deselect (disable) Remember My Password.

5 Click OK for successful completion.

6 Click OK in the iFolder Properties dialog box to save your changes and log in to the server.

To log in to an iFolder account:

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Accounts.

2 Select the iFolder account, then select the Online check box next to it.

3 If prompted for a password, specify the password, then click Connect.

If Remember My Password is enabled for the account, you are not prompted to enter a password unless your password has expired.

If login fails, an error message reports the cause, such as password failure.

4 On successful connection, close the iFolder Preferences dialog box.

6.4 Viewing and Modifying iFolder Account Settings

The following parameters can be viewed in the Account Settings and Account Properties dialog boxes:

58 OES 2: Novell iFolder 3.6 Cross-Platform User Guide

Table 6-1 Account Settings and Properties

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Parameter Description Location

Online Indicates whether you are currently connected to

the iFolder server for an account.

Select the Online check box next to the account to

iFolder Preferences > Accounts tab

connect to the iFolder server for this account.

Deselect the Online check box next to the account to disconnect from the iFolder server.

Name Displays the descriptive name of the iFolder server

where your iFolders are stored for the account. This name is supplied by the server and is controlled by the iFolder administrator.

This setting cannot be modified by users.

iFolder Preferences > Accounts tab

Account Properties > Server tab

User Name Displays the user identity for this account, such as

your network user ID (LDAP common name) or your e-mail address. This setting cannot be modified.

The username is specified when you set up the account in the iFolder Account Assistant. It cannot

iFolder Preferences > Accounts tab

Account Properties > Identity tab

be modified for an existing account.

Modifiable by User (Yes/No)

Yes

To use a different username on the same server, you must delete the existing account, then create a different account for it.

Server address Displays the DNS name or IP address of the

iFolder enterprise server where you have an account. Get this information from your iFolder

Account Properties > Server tab

administrator.

For example: svr21.example.com or

192.168.1.1

You can modify the address but you must be disconnected from the iFolder server when you make the change.

Username Displays the user identity for this account iFolder

Preferences > Accounts tab

Password Allows you to specify the password for your

username.

Account Properties > Identity tab

Yes

yes

Yes

Managing iFolder Accounts and Preferences 59

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Parameter Description Location

Remember password

Indicates whether iFolder automatically logs in for you whenever iFolder starts. If the account’s

Automatically connect parameter is enabled

Account Properties > Identity tab

(default), then it attempts to connect with the saved password.

Select Remember password to log in automatically to this iFolder account whenever you log in to your computer.

Quota Reports the total amount of space allocated to your

iFolder account on the enterprise server. This value might be the default quota set for all users, or a

Account Properties > Disk Space tab

user-specific quota. If no quota is set, the value is empty or N/A (Not Applicable).

Used Reports the total amount of space currently in use

by all the iFolders you own for this account. It does not include space used by iFolders that are shared

Account Properties > Disk Space tab

with you but owned by others.

Modifiable by User (Yes/No)

Yes

Available Reports the total amount of space currently

available to you for iFolders on this iFolder account. The value is equal to the quota minus the used space.

Account Properties > Disk Space tab

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Parameter Description Location

Automatically connect

If this value is selected (enabled), iFolder connects to this account automatically when iFolder starts. Deselect the setting to disable the account from connecting.

This setting governs only client-side ability to enable or disable the account.

When you use iFolder with a Novell server, the iFolder system administrator can disable your iFolder account (usually temporarily) on the server side. You can expect the following behavior when this occurs:

iFolder® 3.x

Account Properties, on

all tabs

 If you are logged in when the account is

disabled from the server side, you can manage your iFolders and your iFolder data continues to synchronize with the server until you end your session by logging out or disabling synchronization, or until the server disconnects your session, whichever occurs first.

 If the account is disabled on the server side,

you receive a pop-up message informing you that the account is disabled whenever you attempt to log in. Contact your iFolder system administrator for assistance.

Modifiable by User (Yes/No)

Yes

Account is default

Encryption settings

When you have multiple accounts, select the check box for Account is default to make this account the one selected by default in the drop-down list of accounts when you create and upload iFolders.

This value cannot be modified if you have only a single account.

You can set and reset your encryption settings available under Security menu. For more information on Encryption settings see “Managing

Passphrase for Encrypted iFolders” on page 85

Account Properties, on

all tabs

Security menu User can reset

Yes, if you have multiple accounts

the Passphrase

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Account Settings to open iFolder Preferences to the Accounts tab.

2 In the Accounts report, you can manage the following parameters for each account:

 Online (select to connect; deselect to disconnect)

 Name (view only)

 User Name (view only)

3 Select the iFolder account you want to manage, then click Properties to open the Account

Properties dialog box to the Server tab.

4 On the Server tab, you can manage the following parameters for the selected account:

 Name (view only)

Managing iFolder Accounts and Preferences 61

 Address (view only if connected; modifiable if disconnected)

 Server description (view only; scroll to view all information)

 Automatically connect (select to enable; deselect to disable)

 Account is default (select to enable; available only if multiple accounts exist)

5 Select the Identity tab to manage the following parameters for the selected account:

 User Name (view only)

 Password (specify the password)

 Remember password (select to enable; deselect to enable

 Automatically connect (select to enable; deselect to disable)

 Account is default (select to enable; available only if multiple accounts exist)

6 Select the Disk Space tab to view the following parameters for the selected account:

 Quota (view only)

 Used (view only)

 Available (view only)

 Automatically connect (select to enable; deselect to disable)

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 Account is default (select to enable; available only if multiple accounts exist)

7 When you are done, close the Account Properties dialog box, then close the iFolder

Preferences dialog box.

6.5 Configuring iFolder Preferences for the Client

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Preferences to open the iFolder Preferences dialog box to the General tab.

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Description: General Tab of the iFolder Preferences Dialog Box

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2 Specify your preferences for the following:

Parameter Description

Start iFolder When Logging In to the Desktop

(Available only in Windows Client)

Show Confirmation Dialog When Creating iFolders

Select this option to launch iFolder whenever you log in with the local username where you set up the iFolder account. For those accounts where you have enabled Remember My Password, synchronization occurs in the background at the specified Synchronization Interval.

Deselect this option to start iFolder manually.

Select this option to receive a confirmation message each time you create an iFolder, in addition to the normal visual cues such as the iFolder appearing in the list of iFolders.

Deselect this option to stop receiving the confirmation message.

Managing iFolder Accounts and Preferences 63

Parameter Description

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Notify of Shared iFolders

Notify of Conflicts Select this option to enable a pop-up message in the Notification area

Notify When a User Joins

Synchronization Automatically Synchronize iFolders: Select this check box to enable

Select this option to enable a pop-up message in the Notification area whenever you receive a new invitation to share an iFolder.

You can select Show Available iFolders in the iFolder browser whenever iFolder is running to view a list of iFolders that are available to download on your current computer.

whenever a conflict occurs when synchronizing files.

Deselect this option to disable the pop-up messages for synchronization conflicts.

Whenever conflicts occur, the iFolder Error icon is displayed on the iFolder when iFolder is running.

Select this option to enable a pop-up message in the Notification area whenever a user accepts an invitation to share an iFolder. Acceptance is keyed to when the user actually sets up the iFolder on his or her own computer.

Deselect this option to disable the pop-up messages for user share confirmation.

You can view a complete list of iFolder users whenever iFolder is running by selecting the iFolder, then clicking Share with to open the iFolder Properties dialog box to the Sharing tab.

synchronization for all iFolders on this computer under your current local login or logon identity. Deselect the check box to disable synchronization.

Synchronize iFolders Every: Specify the minimum interval to use for synchronizing iFolders on this computer under your current local login or logon identity. Specify the value and units.

If you use the iFolder client with Novell iFolder 3.6, the effective minimum synchronization interval is always the largest value of the following settings:

 The system policy (default of zero (0), unless there is a user policy set. If

a user policy is set, the user policy overrides the system policy, whether the user policy is larger or smaller in value.

 The local machine policy, or the setting on the client machine

synchronizing with the server.

 The iFolder (collection) policy.

3 When you are done, click Apply to apply your changes.

4 Click OK to close the iFolder Preferences dialog box.

6.6 Configuring Local Firewall Settings for iFolder Traffic

If you use a local firewall, you must set your firewall to allow iFolder to choose a local dynamic port or configure a local static port for the iFolder client to communicate locally (the same computer) with Mono Novell iFolder enterprise servers where you have iFolder accounts. The iFolder administrator configures iFolder services that determine whether communications use HTTP in your environment.

XSP Server. iFolder uses Mono XSP Web services to communicate via HTTP with the

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Your firewall does not block traffic between Mono XSP and the Novell iFolder enterprise server because Mono XSP uses the standard HTTP ports for traffic. However, if you block the traffic between the client and Mono XSP, the client has no way to communicate with the server. You cannot log in to your iFolder account and synchronize iFolder data.

Initially, the iFolder configuration does not specify a particular port to use for client-to-Mono XSP communications. When iFolder first runs, it opens an available local port to listen for requests from Mono XSP and to send data to the server via Mono XSP. It writes the port number to a configuration file and uses this port thereafter unless the port is not available whenever iFolder starts. If the port is in use by another application, iFolder selects a different available port, re-configures the port in the configuration file, and uses the new port thereafter. For example, if iFolder is down and another application takes the port, iFolder must select and configure a different port to use when you restart iFolder.

Using a Local Dynamic Port

If you use a local firewall on your computer, the firewall should detect the local traffic between the iFolder and Mono XSP server whenever iFolder contacts the server to synchronize its list of users and iFolder data. Select Allow to permit the iFolder traffic for this session. If you allow the traffic permanently, your firewall should not remind you again, and you can avoid receiving the pop-up alerts whenever iFolder starts.

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If you block the iFolder-to-Mono XSP traffic, your firewall prevents you from connecting with the iFolder server and you cannot synchronize your files. iFolder does not detect that traffic is blocked by the firewall; it reports only that it cannot connect to your account on the iFolder server.

Using a Local Static Port

You can optionally add the Web Service Port Range parameter in the Service Manager section of the Simias.config file to allow Mono XSP Server to use a static port or a range of ports for this local traffic. This port or range of ports can then be opened in the firewall to allow communications for Mono XSP.

You can find Simias.config in the following locations:

Operating System Location of the Simias.config File

Linux /home/username/.local/share/simias/Simias.config

Windows C:\Documents and Settings\username\Local Settings\Application

Data\simias\Simias.config

Add the Web Service Port Range Setting to the Service Manager section of the Simias.config file. For example:

</section>

</configuration>

Managing iFolder Accounts and Preferences 65

Replace monoxsp_port with a port number or range of port numbers:

 Specify a value of a single four-digit port number (such as 1234) to use a single static port. For

example:

 Specify a range of ports (such as “1234-1236”) to use any available port in the specified range

of ports. For example:

To configure your system to use a specific port or range of ports:

1 Configure your firewall to allow traffic for the port or range of ports you want to use for iFolder

traffic.

See your firewall’s documentation for information on how to open a port in the firewall.

2 Stop the iFolder client by right-clicking the iFolder icon, then selecting Exit.

3 Modify the Simias.config file by adding the Web Service Port Range parameter to the

Service Manager section.

4 Start the iFolder client.

For more information, see Section 6.1, “Starting the iFolder Client,” on page 49.

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6.7 Configuring Local Virus Scanner Settings for iFolder Traffic

If you use virus scanning software on your computer, exclude the ..\simias\WorkArea\ directory from the virus scan. For example, the location of the ..\simias\WorkArea\ directory on Windows is c:\documents and settings\username\local settings\application data\simias\WorkArea\.simias.wf.guid.

The ..\simias\WorkArea\ directory is where iFolder stages files for download from the server. If an iFolder file has a virus attached and your virus scanning software scans that virus while the file is in the ..\simias\WorkArea directory, the virus scanner pops up with a message indicating that a virus has been found, moves the file to quarantine, then iFolder again tries to synchronize the file.

Not scanning the WorkArea allows the synchronization to finish. The infected file is successfully downloaded and moved to the local iFolder. The virus scanner then detects the infected file in the iFolder and moves it from that folder to quarantine, protecting the computer from infection. iFolder detects the deletion of the file and when the next synchronization begins, iFolder removes the file from the server and member computers.

However, if the iFolder where the file is downloaded is Read-Only, the local deletion is not enforced to the server and other member computers. The virus must be detected elsewhere where permissions allow changes to be synchronized. The user’s virus scanner probably alerts the user of the virus, so the user should alert other iFolder members about the virus.

6.8 Deleting an iFolder Account

You can specify whether to remove an account only from the current computer, or whether to also remove the iFolders you own from the server.

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If you remove an iFolder account only from your computer:

 The local iFolders for this account are reverted to normal folders. Use a file manager to locate

and delete the local copy of the data if it is not needed.

 You can continue to access the iFolders from other computers with the iFolder client.

 When the iFolder client is used with a Novell iFolder 3.6 enterprise server, you can also access

files from anywhere with Novell iFolder 3.6 Web access.

If you remove your iFolder account from the server:

 All of the iFolders you own are unshared.

 The local copies of iFolders on member computers are reverted to normal folders. Use a file

manager to locate and delete the local copy of the data if it is not needed.

 The iFolder and its contents are removed from the server.

 You are removed as a member of iFolders that others shared with you.

 The account is removed from the local computer.

If you decide to use this account again on this or another computer, you must set up the account and its iFolders just as you did when it was new.

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To delete an iFolder account:

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Account Settings to open the iFolder Preferences dialog box to the Accounts tab.

2 Select the iFolder account you want to delete, then click Remove.

A message prompts you to determine the extent of the remove action.

3 Do one of the following:

 Remove the iFolder Account from Only the Current Computer: Make sure to

deselect Remove My iFolder and Files from the Server, then click Yes .

 Remove the iFolder Account and Your iFolders and Files from the Server: Select

Remove My iFolder and Files from the Server, then click Yes .

 Cancel the Delete: Click No to back out of the delete action. Your account and its

iFolders remain untouched.

6.9 Exiting the iFolder Client

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Quit.

Managing iFolder Accounts and Preferences 67

Files are synchronized with your iFolder server account only when you are connected to the iFolder server. You can stop synchronization by logging out of an account. iFolder continues to run in the background in offline mode. For information, see Section 6.10, “Logging Out of an iFolder

Account,” on page 68.

Note that you can have multiple account, each created on different host server (domain).

6.10 Logging Out of an iFolder Account

Log out of an iFolder account whenever you want to work offline.

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 Section 6.10.1, “Linux,” on page 68

 Section 6.10.2, “Windows,” on page 68

6.10.1 Linux

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Accounts Settings to open the iFolder Preferences dialog to the Accounts Settings tab.

2 Locate the account you want to manage, then deselect the Online check box beside it to

disconnect from the iFolder server.

3 Click Close to close the iFolders Preferences dialog box.

6.10.2 Windows

1 Right-click the iFolder Services icon Description: iFolder Application Icon in the

Notification area, then select Accounts to open the iFolder Preferences dialog to the Accounts tab.

2 Locate the account you want to manage, then deselect the Online check box beside it.

3 Click Apply to disconnect from the iFolder server, then click OK to close the iFolders

Preferences dialog box.

6.11 What’s Next

For information about using the iFolder client, see the following:

 Chapter 7, “Managing iFolders,” on page 69

 Chapter 4, “Novell iFolder Migration and Upgrade,” on page 33

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Managing iFolders

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An iFolderTM is a local directory used to selectively share and synchronize files with user-specified members. The iFolder files are accessible to all members via a host service, such as a Novell iFolder

This section discusses the following tasks for iFolder:

3.6 server. iFolder files can be modified and read by those with privileges to do so.

 Section 7.1, “Guidelines for the Location and Use of iFolders,” on page 69

 Section 7.2, “Guidelines for File Types and Sizes to Not Synchronize,” on page 71

 Section 7.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 71

 Section 7.4, “Understanding iFolder Icons,” on page 72

 Section 7.5, “Creating and Uploading an iFolder,” on page 74

 Section 7.6, “Sharing an iFolder,” on page 79

 Section 7.7, “Viewing and Hiding Available iFolders,” on page 83

 Section 7.8, “Downloading an Available iFolder,” on page 83

 Section 7.9, “Viewing and Configuring Properties of an iFolder,” on page 84

 Section 7.10, “Managing Passphrase for Encrypted iFolders,” on page 85

 Section 7.11, “Setting an iFolder Quota,” on page 87

 Section 7.12, “Synchronizing Files,” on page 87

 Section 7.13, “Resolving File Conflicts,” on page 88

 Section 7.14, “Moving an iFolder,” on page 89

 Section 7.15, “Reverting an iFolder to a Normal Folder,” on page 90

 Section 7.16, “Removing Membership From a Shared iFolder,” on page 91

 Section 7.17, “Deleting an iFolder,” on page 92

 Section 7.18, “What’s Next,” on page 93

7.1 Guidelines for the Location and Use of iFolders

Generally, you can put iFolders anywhere on your local hard drive when you create an iFolder or set up an iFolder that is shared with you. However, there are some practical and specific limitations. Consider the following guidelines for placing and using iFolders on your computer:

 An iFolder’s name must be a unique folder name in the directory where you put the iFolder.

 An iFolder’s name cannot contain the following invalid characters:

\/:*?"<>|;

For other naming conventions, see Section 7.3, “Naming Conventions for an iFolder and Its

Folders and Files,” on page 71.

 The iFolder must reside on a local hard drive; the location cannot be on a network drive or non-

physical drive.

Managing iFolders

 An iFolder cannot exist at the root of the hard drive.

 An iFolder can be created only from a folder where you have the file system access rights to

read and write files. When you set up a shared iFolder on a computer, you must have file system access rights to the folder where you are placing the iFolder.

 An iFolder cannot contain or reside in an applications folder such as the Program Files folder.

 The iFolder cannot contain or reside in the iFolder metadata folder. The default location of the

metadata folder is as follows:

 Linux: In your home folder in the .local\share subdirectory

 Windows: In the C:\Documents and

Settings\WindowsLogonUsername\Local Settings\Application Data\simias directory

 An iFolder cannot contain or reside in other iFolders, including your Novell iFolder 2.x

iFolder.

iFolder does not support network folders as iFolders. For example, iFolders cannot be the users’ network-based /home directories that are mapped to the users’ workstations. iFolder also does not support WebDAV access for users from their desktop to their iFolder collection on the iFolder server’s user-data volume.

 Although you can log in to more than one iFolder account at a time, an iFolder can be

associated with only one iFolder account. You cannot synchronize one iFolder against multiple accounts. When you create an iFolder, the iFolder can be shared only with other users that are provisioned in the same iFolder server/domain.

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 When multiple users share a computer, the local copies of your iFolders are private to your

storage space on the disk if the file system supports privacy features, and if you configure your system to use them.

On Windows, NTFS includes built-in security features such as file and folder permissions and the Encrypting File System (EFS), which is the technology used to store encrypted files on NTFS volumes. These security features are not supported on FAT32 file systems. Make sure the local login identities for users (other than the Administrator identity, of course) do not have the Administrator rights or equivalent. The Administrator user has access to all files and directories on the computer. For shared computers where privacy and security are essential for each user, the users can encrypt their local copy of iFolder data with EFS or a third-party file system encryption.

Linux and Macintosh file systems are designed for multi-user environments. File permissions allow you to control access for the user, groups, and others. A user’s personal files are typically set with full permissions for the user and no access for the groups and others settings.

If you store iFolders locally on a FAT32 volume on Linux, it requires special handling because FAT32 file systems are not POSIX* compliant. For information, see Section 7.5.3, “Creating

iFolders on a FAT32 Mount Point (Linux),” on page 78.

 If users of the same computer share iFolders, multiple copies of the iFolder can exist on the

device, with a copy for each user who downloads it from the server. Different local login identities cannot share a single location for the shared iFolders.

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7.2 Guidelines for File Types and Sizes to Not Synchronize

When the iFolder client is used with Novell iFolder 3.6, your iFolder administrator might specify file type restrictions and maximum file size restrictions at the system, user, or iFolder level. Your account might also be restricted in the amount of space you can use for the data in the iFolders you own. When you participate in other iFolders, the space consumed on the server is counted against the owner of that iFolder.

Some file types are not good candidates for synchronization, such as operating system files, hidden files created by a file manager, or databases that are implemented as a collection of linked files. You might include only key file types used for your business, or exclude files that are likely unrelated to business, such as .mp3 files.

Operating System Files

You should not convert system directories to iFolders. Most system files change infrequently and it is better to keep an image file of your basic system and key software than to attempt to synchronize those files to the server.

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Hidden Files

If your file system uses hidden files to track display preferences, your administrator might restrict those file types to exclude them from being synchronized on your system. Usually, hidden files are relevant only to the particular computer where they were created, and they change every time the file or directory is accessed. You do not need to keep these files, and synchronizing them results in repeated file conflict errors.

For example, iFolder automatically excludes two hidden file manager files called thumbs.db and .DS_Store.

Database Files

iFolder synchronizes individual files or the changed portions of individual files; it does not synchronize files as a set. If you have a database file that is implemented as a collection of linked files, do not try to synchronize them in an iFolder.

Do not try to synchronize your GroupWise remote directories into iFolders. If you do this, the GroupWise data files become corrupted after synchronizing the file a few times. GroupWise needs the files in the archive to be maintained as a set of files.

data by making the GroupWise archive, cache, or

7.3 Naming Conventions for an iFolder and Its Folders and Files

The iFolder client imposes naming conventions that consider the collective restrictions of the Linux, and Windows file systems. An iFolder, folder, or file must have a valid name that complies with the naming conventions before it can be synchronized.

Use the following naming conventions for your iFolders and the folders and files in them:

 iFolder supports the Unicode* (http://www.unicode.org) character set with UTF-8 encoding.

Managing iFolders 71

 Do not use the following invalid characters in the names of iFolders or in the names of folders

and files in them:

\/:*?"<>|;

iFolder creates a name conflict if you use the invalid characters in a file or folder name. The conflict must be resolved before the file or folder can be synchronized.

 Than maximum name length for single path component depends upon the client file System.

For filenames, the maximum length includes the dot (.) and file extension.

 Names of iFolders, folders, and files are case insensitive; however, case is preserved. If

filenames differ only by case, iFolder creates a name conflict. The conflict must be resolved before the file or folder can be synchronized.

 If you create iFolders on a FAT32 file system on Linux, avoid naming files in all uppercase

characters. The VFAT or FAT32 file handling on Linux automatically changes the filenames that are all uppercase characters and meet the MS-DOS 8.3 file format from all uppercase characters to all lowercase characters. This creates synchronization problems for those files if the iFolder is set with the Read Only access right.

![(Bug 84722, Russ Young, Last updated: July 29, 2005)]

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7.4 Understanding iFolder Icons

The following table describes iFolder icons and related tasks.

Table 7-1 Description of iFolder Icons

iFolder Icon Description

The iFolder Services icon is displayed for the iFolder 3 Client in the desktop Applications menu.

When iFolder is running, the iFolder Services icon also appears in the Notification area of the desktop taskbar. Right-click it for a menu of possible tasks, including iFolder browser, Account Settings, Synchronization Log, Preferences, and Help.

The iFolder Upload icon is displayed in the iFolder browser under iFolders on This Computer if there are no iFolders are on the computer under your current local login identity.

You can create a new iFolder or convert an existing folder to an iFolder. If you have multiple accounts, you must specify which account to use; an iFolder can belong to only one account. For information, see Section 7.5, “Creating and Uploading an

iFolder,” on page 74.

The iFolder Download icon is displayed in the iFolder browser under iFolders on This Computer if no iFolders are on the computer under your current local login identity.

The iFolder Download icon is displayed under iFolders on Server Name when an iFolder is available to you on the specified server, but you have not downloaded it to this computer. Server Name is the administrator-specified descriptive name of the server where you have an iFolder account.

You can download any combination of iFolders from different accounts to the local computer. For information, see Section 7.8, “Downloading an Available iFolder,” on

page 83.

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iFolder Icon Description

The encrypted iFolder icon (Locked iFolder) indicates that the iFolder is encrypted and is displayed in the iFolder browser under iFolders on This Computer.

Passphrase provided at the time of login will fetch you the files in the encrypted iFolder. For more information on Encryption see Section 7.10, “Managing Passphrase for

Encrypted iFolders,” on page 85.

The iFolder emblem (green “i”) appears on iFolders whenever the iFolder Services application is running for iFolders viewed in a file manager, on the desktop, or in the iFolder browser.

When iFolder is not running, iFolders appear as normal folders when viewed in the file manager or on the desktop. The iFolder browser is not available when iFolder is not running.

It is a good practice to organize your local collection of iFolders in a separate directory that contains only iFolders. This makes it easy to remember which folders are iFolders even when iFolder is not running and providing icons to mark them as iFolders.

The iFolder Warning icon indicates that the server is unavailable. iFolder is running but you are not connected to the iFolder server. Possible causes are:

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 You are not logged in to the iFolder account. For information, see Section 6.3,

“Logging In to an iFolder Account,” on page 58.

 The account is disabled on the client side; that is, the Automatically connect

parameter is disabled. For information, see Automatically connect in Section 6.4,

“Viewing and Modifying iFolder Account Settings,” on page 58.

 The server is down or your account is disabled on the server side. Contact your

iFolder administrator for assistance.

 Your firewall is blocking iFolder traffic. For information to resolve this problem, see

Section 6.6, “Configuring Local Firewall Settings for iFolder Traffic,” on page 64.

 Your network connection is down. Check your local network settings.

The iFolder Waiting to Synchronize icon indicates that the iFolder contains files to be synchronized with the server, and the synchronization process has not yet begun.

iFolder synchronizes one iFolder at a time, and queues the synchronization tasks. To make sure that files in this local iFolder are synchronized with the files on the server, wait to shut down iFolder until the synchronization begins and completes successfully, as indicated by the changes in the icon.

The iFolder Synchronizing icon indicates that files in the iFolder are currently being synchronized with the server.

The iFolder Error icon indicates that one or more files in the iFolder have not been synchronized because there is a conflict between the local copy and server copy of a file. Resolve the conflict by indicating which version of the file to keep.

In the Sharing dialog box, the iFolder Owner User icon indicates that the user owns the shared iFolder.

In the Sharing dialog box, the iFolder Current User icon indicates that the user is currently managing the iFolder. If the current user is the owner, the Owner User icon is displayed instead.

Managing iFolders 73

7.5 Creating and Uploading an iFolder

You can create an iFolder by converting an existing folder that satisfies the following guidelines:

 Section 7.1, “Guidelines for the Location and Use of iFolders,” on page 69

 Section 7.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 71

If the folder does not exist, you can browse to a location and create the new folder as part of the process.

Within the iFolder, you can set up any subdirectory structure that suits your personal or corporate work habits. The subdirectory structure is constant across all member iFolders. Each workstation can specify a different parent directory for the shared iFolder.

 Section 7.5.1, “Linux,” on page 74

 Section 7.5.2, “Windows,” on page 76

 Section 7.5.3, “Creating iFolders on a FAT32 Mount Point (Linux),” on page 78

7.5.1 Linux

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You can create iFolders with a file manager or with the iFolder browser, which is available in the client application. Use the following methods to create an iFolder:

 “Creating iFolders in the iFolders Browser” on page 74

 “Creating iFolders in a File Manager” on page 76

Creating iFolders in the iFolders Browser

1 In the Notification area, use one of the following methods to open the iFolder browser:

 Click the iFolder Services icon Description: iFolder Application Icon .

 Right-click the iFolder Services icon Description: iFolder Application Icon , then click

iFolders.

2 Click Upload a folder.

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3 Under More Options, specify the iFolder Account you want to use for this iFolder.

If you have multiple iFolder accounts, the default account is listed first. Use the drop-down list to select a different account.

4 In the browser, navigate to the directory where you want to create an iFolder.

5 Select the normal folder you want to make an iFolder, using one of these methods:

 If the normal folder exists, select the folder, then click Add.

 If the normal folder does not exist, click Create Folder to create it, select the newly

created folder, then click Add.

6 Select the iFolder Type from the given options.You can decide whether to create an encrypted

iFolders or it to be shared with other users.

IMPORTANT: You are permitted to create encrypted iFolders only if your iFolder Administrator has set your encryption policy to On. If not, you can create only shared iFolders, and this option is selected by default. In this case, both the options for Type are disabled.

 Select Encrypted to enable encryption for the selected iFolder.

If you have not set the passphrase during the login session, and you select Encrypted, it prompts you to enter the passphrase. Specify the passphrase in the Passphrase dialog box.

 Select Shared to enable sharing for the selected iFolder.

iFolder announces the availability of shared iFolders with a pop-up message in the notification area. Shared users can click the message to set up the iFolder at that time, or close the message and download the iFolder later.

7 Click OK.

Managing iFolders 75

The iFolder appears in the iFolders on This Computer list.

8 If the iFolder Created message appears, do one of the following:

 Click Close to dismiss the message.

 Select Do Not Show This Message Again to disable future notifications, then click Close

to dismiss the message.

If you later decide that you want to get confirmation messages, go to iFolder Preferences, select Show Confirmation Dialog When Creating iFolders, then click OK.

Creating iFolders in a File Manager

1 Use the file manager to navigate to the folder you want to convert to an iFolder, then select the

folder.

2 Use one of the following methods:

 Right-click the folder icon, then click Convert to an iFolder.

 On the toolbar, click File > Convert to an iFolder.

The folder icon Description: Folder Icon changes to a folder with an overlay of the iFolder emblem (green “i”) Description: iFolder Icon .

3 If the iFolder Created message appears, do one of the following:

 Click Close to dismiss the message.

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 Select Do not show this message again to disable future notifications, then click Close to

dismiss the message.

If you later decide that you want to get confirmation messages, go to iFolder Preferences, select Show Confirmation Dialog When Creating iFolders, then click OK.

7.5.2 Windows

You can create iFolders with a file manager or with the iFolder browser, which is available in the client application. Use the following methods to create an iFolder:

 “Creating iFolders in the iFolders Browser” on page 77

 “Creating iFolders in a File Manager” on page 78

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Creating iFolders in the iFolders Browser

1 In the Notification area, use one of the following methods to open the iFolder browser:

 Click the iFolder Services iconDescription: iFolder Application Icon .

 Right-click the iFolder Services iconDescription: iFolder Application Icon , then click

iFolders.

2 Click Upload a folder.

3 Select the iFolder account you want to use for this iFolder from the drop-down list.

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If you have multiple iFolder accounts, the default account is listed first. You can use the dropdown list to select a different account.

4 In the browser, navigate to the directory where you want to create an iFolder.

5 Select the normal folder you want to make an iFolder, using one of these methods:

 If the normal folder exists, select the folder, then click OK.

 If the normal folder does not exist, click Make New Folder to create it, and select the

newly created folder.

6 Select the iFolder type from one of the following from the given options:

IMPORTANT: You are permitted to create encrypted iFolders only if your iFolder Administrators has set your encryption policy to On. If not, you can create only Shared iFolders, and this option is selected by default. In this case, both the options for Type are disabled.

 Select Encrypted to enable encryption for the selected iFolder.

If your admin has set your encryption policy to On, you are permitted to create encrypted or shared iFolders.

If you have not set the passphrase during the login session, and you select Encrypted, it prompts you to enter the passphrase.

 Select Shared to enable sharing for the selected iFolder.

NOTE: When you share your iFolder with other iFolder members, iFolder announces the availability of shared iFolders with a pop-up message in the notification area. Shared users can click the message to set up the iFolder at that time, or close the message to download the iFolder later.

7 Click OK.

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The iFolder appears in the iFolders on This Computer list.

8 If the iFolder Created message appears, do one of the following:

 Click Close to dismiss the message.

 Select Do not show this message again to disable future notifications, then click Close to

dismiss the message.

If you later decide that you want to get confirmation messages, go to iFolder Preferences, select Show Confirmation Dialog When Creating iFolders, then click OK.

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Creating iFolders in a File Manager

1 Use the file manager to navigate to the folder you want to convert to an iFolder, then select the

folder.

2 Use one of the following methods:

 Right-click the folder icon, then click Convert to an iFolder.

 On the toolbar, click File > Convert to an iFolder.

The folder icon Description: iFolder Icon changes to a folder with an overlay of the iFolder emblem (green “i”) .

3 If the iFolder Created message appears, do one of the following:

 Click Close to dismiss the message.

 Select Do Not Show This Message Again to disable future notifications, then click Close

to dismiss the message.

If you later decide that you want to get confirmation messages, go to iFolder Preferences, select Show Confirmation Dialog When Creating iFolders, then click OK.

7.5.3 Creating iFolders on a FAT32 Mount Point (Linux)

On Linux, iFolder supports creating and using iFolders on a mount point for a FAT32 file system. Before you can create new iFolders or set up shared iFolders on a FAT32 volume on your Linux computer, the iFolder user must own the FAT32 mount point where you want to store the iFolders, and the /etc/fstab file must explicitly identify the iFolder user’s local user ID for the mount point.

IMPORTANT: This is required because FAT32 does not support file permissions. Any other file system that does not support permissions has the same issue.

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For dual boot systems, you can access the data in iFolders as normal folders from the system where the folder is not set up as an iFolder. If you set up the folder as an iFolder on both platforms, the data set is stored in two different iFolders on the server, which consumes double your allocated server disk resources.

Because the FAT32 file system does not support POSIX file system permissions, make sure the iFolder user is the local owner of the mount point. Modify the /etc/fstab file to set the user ID (UID) parameter of the user’s local login identity to the iFolder user who creates iFolders on that mount point.

1 Log in to your computer as the root user.

2 Create the directory where you want to mount the FAT32 file system. At a command prompt,

enter

mkdir /home/username/fsmount

Replace username with the username of the user who plans to use the FAT32 drive for iFolders. Replace fsmount with the directory name you want to use as the mount point. For example, if the username is jsmith and the directory name is fat32mntpt for a FAT32 drive or partition, enter

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mkdir /home/jsmith/fat32mntpt

3 Mount the FAT32 drive at the desired mount point. At a command prompt, enter

mount -t vfat /dev/hda1 /home/username/fsmount

Replace /dev/hda1 with the device or partition name of the non-Linux device. Replace username with the username of the iFolder user. Replace fsmount with the directory name

you want to use as the mount point.

Continuing the example, where the FAT32 file system (vfat) is on the hda4 device (/dev/

hda4), the username is jsmith, and the mount point directory is /home/jsmith/ fat32mntpt, enter

mount -t vfat /dev/hda4 /home/jsmith/fat32mntpt

4 Edit the /etc/fstab file by adding the uid=username parameter of the iFolder user on

the line that defines the FAT32 mount point.

/dev/hda1 /home/username/fsmount vfat uid=username

Continuing the example, modify /etc/fstab file by adding uid=jsmith to the mount point:

/dev/hda4 /home/jsmith/fat32mntpt vfat uid=jsmith

7.6 Sharing an iFolder

You can share an iFolder with multiple users. This section discusses the following tasks:

 Section 7.6.1, “Understanding User Access Rights,” on page 80

 Section 7.6.2, “Accessing the Sharing Tab,” on page 81

 Section 7.6.3, “Adding a User to an iFolder,” on page 81

 Section 7.6.4, “Modifying User Access Rights,” on page 82

Managing iFolders 79

 Section 7.6.5, “Removing a User from an iFolder,” on page 82

 Section 7.6.6, “Transferring Ownership to an iFolder User,” on page 82

7.6.1 Understanding User Access Rights

The following table describes the capabilities associated with each level of access for users.

Table 7-2 Capabilities of iFolder Owners and Members Based on Their User Access Rights

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Capabilities Owner

With an enterprise server, the space consumed by the iFolder on the server is charged against the user’s quota

Transfer ownership to another member whose state is iFolder User

Set a quota for the iFolder Yes No No No

Make the iFolder available to other users (sharing)

Make the iFolder unavailable to other users (stop sharing)

Assign iFolder access rights for other users Yes Yes, except

Read directories and files in the iFolder Yes Yes Yes Yes

Add, modify, or delete directories and files in the iFolder

Rename directories and files in an iFolder Yes Yes Yes No

Rename the iFolder No No No No

YesNoNoNo

Yes Yes No No

Yes Yes, except

Yes Yes Yes No

Member with Full Control

the owner

Member with Read/Write

No No

Member with Read Only

Set up an iFolder on multiple computers Yes Yes Yes Yes

Revert an iFolder (do not participate on a local computer)

Delete an available iFolder to decline participating

Delete the iFolder and delete the iFolder and its files from the server (make it a normal folder again and no longer share it with others)

Yes Yes Yes Yes

YesNoNoNo

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7.6.2 Accessing the Sharing Tab

You can manage membership for the iFolder from the Sharing tab in the iFolder Properties dialog box.

1 If iFolder is not running, start iFolder.

2 Do one of the following to open the iFolder Properties dialog box to the Sharing tab.

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 In a file manager, right-click the iFolder you want to share, then select Share with.

 In the iFolder browser, select the iFolder, then select Share with.

7.6.3 Adding a User to an iFolder

1 On the Sharing tab, click Add to open the Select User dialog box.

2 From the list of users, select one or more users by adding them to the Selected Users list, then

click OK.

It can take several seconds for the users to synchronize up to the server. Soon after the sync, a notification appears at the bottom right of the page, that user “xyz” has joined iFolder “xxx”.

3 On the Sharing tab, select one or more users who you want to assign the same access right.

4 Click Access, select the Full Control, Read/Write, or Read Only access right, then click OK.

5 Repeat the previous steps until you have invited all the desired users to share the iFolder and

have set their access rights.

6 Click Apply, then click OK to close the iFolder Properties window.

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7.6.4 Modifying User Access Rights

As the working relationships and status of members of an iFolder change, you might need to change a user’s access right for the iFolder. For example, you might want to give a trusted user the Full Control right for the iFolder.

1 On the Sharing tab, select one or more users who you want to have the same access right.

2 Select Access, then specify the Full Control, Read/Write, or Read Only right.

When you first invite a user to participate, the Make this user the owner of the iFolder option is disabled (dimmed) in the Access dialog box. If you intend to make the new user the owner, you must wait until the user’s state changes from Invited User to iFolder User, then you can transfer ownership.

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3 Click OK, then click OK to close the iFolder Properties window.

7.6.5 Removing a User from an iFolder

To unshare an iFolder, you must remove a user as a member of an iFolder. The iFolder on the user’s workstation becomes a normal folder. A copy of the data remains on the former member’s workstation, but the files are no longer synchronized with the shared iFolder.

1 On the Sharing tab, select one or more users from the list.

2 Click Remove, click Apply, then click OK.

7.6.6 Transferring Ownership to an iFolder User

The owner of an iFolder can transfer ownership of the iFolder to another member whose state is iFolder User. After the transfer, the original owner becomes a member with the Read/Write right, and the space consumed by the iFolder is charged against the new owner.

1 In a file manager or the iFolder browser, right-click the iFolder you want to transfer, then select

Share With to open the iFolder’s Properties dialog box to the Sharing tab.

2 From the list of users, select the iFolder User who is to be the new owner, then click Access.

3 Select Make this user the owner of this iFolder.

The Make this user the owner of the iFolder option is disabled (dimmed) in the Access dialog box if the user’s state is Invited User. In this case, exit the dialog box, wait until the user’s state changes from Invited User to iFolder User, then repeat the preceding steps to transfer ownership.

4 Click OK, then click OK to close the iFolder Properties window.

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7.7 Viewing and Hiding Available iFolders

You can decide which iFolders you want to download to each of your computers. If iFolders that you have not downloaded are available to you on the server, they are listed in the iFolder browser under the Server Name of the related account. The Server Name is the administrator-specified descriptive name of the server where you have an iFolder account.

To view the available iFolders in the iFolder browser, click View Available iFolders.

To hide the available iFolders in the iFolder browser, click Hide Available iFolders.

7.8 Downloading an Available iFolder

When others share iFolders with you, the iFolders appear with the iFolder Download icon under iFolders on iFolder Server Name in your iFolder browser, where the iFolder Server Name is the name of the server for that account. To participate in the shared iFolder on your computer, you can download the iFolder.

When a new user joins your shared iFolder list, iFolder announces the availability of new shared user with a balloon pop-up message in the Notification area.

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Figure 7-1 Example of Notification of a New SharedUser

The shared user also will get a balloon pop-up message in the Notification area soon after he or she finishes downloading the shared iFolder. The message reads that the <Username of the user who shared the iFolder> has joined the <iFolder name>. Whenever a new user joins the shared members, all the existing member users are notified of the new shared member.

1 Right-click the iFolder Services icon Description: iFolder Application Icon , then click

iFolders to open the iFolder browser.

2 In the list of iFolders, select the available iFolder, then click Download an iFolder.

3 If you are not logged in to the account, log in with your username and password, then click

Connect.

4 Browse to the location where you want to create a local iFolder, then specify the name you

want to use locally for this iFolder.

The location and folder name must satisfy the following guidelines:

 Section 7.1, “Guidelines for the Location and Use of iFolders,” on page 69

 Section 7.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 71

5 Click OK twice.

Managing iFolders 83

7.9 Viewing and Configuring Properties of an iFolder

Use the iFolders Properties page to view and configure the following information about a selected iFolder.

 Section 7.9.1, “Understanding iFolder Properties,” on page 84

 Section 7.9.2, “Accessing iFolder Properties from a File Manager,” on page 85

 Section 7.9.3, “Accessing iFolder Properties from the iFolder Browser,” on page 85

7.9.1 Understanding iFolder Properties

The following parameters report the disk space used on the server:

Table 7-3 Storage Parameters for iFolders Stored on the iFolder Server

Parameter Description

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Available The total amount of server disk space currently available for files or

directories in the selected iFolder. The value is equal to the quota minus the used space.

Used The total amount of server disk space currently consumed by all files and

directories in the selected iFolder.

One of the following:

 Set Quota

 Quota

 Set Quota: If you are the iFolder owner, you can select Set Quota,

then specify a quota in MB for the iFolder.

 Quota: If you are a member, the value reports the total amount of

server disk space allocated to the selected iFolder by the iFolder owner. If no quota is set, the value is empty or N/A (Not Applicable).

The following parameters report the synchronization status for the local copy of the iFolder:

Table 7-4 Synchronization Parameters for iFolders Stored Locally

Parameter Description

Last Successful Synchronization

Files/Folders to Synchronize The total number of storage items (files and folders) in the iFolder that

The completion time of the most recent successful synchronization of your local copy of the iFolder with the iFolder server.

mm/dd/yyyy hh:mm:ss

need to be synchronized.

Automatically Synchronizes Every

The synchronization interval for the iFolder. Specify the value in minutes, hours, or days.

When the iFolder client is used with a Novell iFolder 3.6 enterprise server, the interval cannot override the minimum interval specified by the iFolder administrator for the server or your account on the server, but it can override the client-wide synchronization interval.

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Parameter Description

Synchronize Now Click the button to initiate a synchronization on demand.

7.9.2 Accessing iFolder Properties from a File Manager

1 In the file manager, navigate to the iFolder, then select it.

2 Right-click the iFolder, then click iFolder > Properties.

7.9.3 Accessing iFolder Properties from the iFolder Browser

1 In the Notification area, right-click the iFolder Services icon, then click iFolders to open the

iFolder browser.

2 In the list of iFolders, select the iFolder, then click Properties.

7.10 Managing Passphrase for Encrypted iFolders

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Novell iFolder provides user-friendly interface to encrypt your iFolders to ensure data security at the server side.

After you successfully log in to the iFolder, an optional iFolder passphrase dialog box opens where you can enter your encryption passphrase if encryption is enabled by the Admin. iFolder uses the passphrase to generate a unique encryption key for encrypting and decrypting your iFolder.If you don’t provide a passphrase, the passphrase dialog box appears automatically while processing the encrypted iFolders. If you cannot recall your passphrase, the recovery agent you selected during login, helps you recover your encryption key. For more information, see Step 3 on page 53

Encryption occurs before the files leave your workstation to travel securely across an Internet connection to be uploaded to, and stored on, the iFolder server. The iFolder data remain encrypted on the iFolder Server and travel securely on the channel to and from the server. The iFolder client decrypts the downloaded files as they arrive on your local workstation.

7.10.1 Recovering an Encrypted iFolder

Each iFolder has a unique data encryption key which is auto generated during iFolder creation. You use your passphrase to create the key that encrypts the unique data encryption key. If you forget the secret passphrase, you cannot access either the iFolder data or the encrypted key used for recovering it unless your passphrase is saved locally (enabling Remember passphrase). To avoid this problem, you must export the keys using the Export encrypted Keys menu item and send it manually to the recovery agent using e-mail address given in the dialog box. The recovery agent retrieves the keys and sends back to you (through e-mail or any other communication channel). You can import the keys and use them to reset the passphrase.

NOTE: The Recovery agent is generally an entity independent of entities owning the iFolder server's infrastructure, or, independent of the IT department if deployed in a corporate environment.

To export your data encryption key,

1 Select Security > Key Recovery > Export Encrypted Keys

Managing iFolders 85

2 Select the iFolder account from the drop down list.

3 Specify the location on your local machine where you want to store your exported file that

contains the encrypted keys.

4 Click OK

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To import your recovered data encryption key,

1 Select Security> Key Recovery > Import Decryted Keys

2 Specify the location of the imported file that contains the decrypted keys.

3 Specify the One Time Passphrase provided by the Recovery agent to decrypt and rarefy the

key.(optional)

The Recovery agent can choose to encrypt the recovered decrypted keys using the one time passphrase. The one time passphrase and key file need to be send through different communication channels (for security reason). If the Recovery agent choose not to re-encrypt, then the imported file contains decrypted keys.

4 Specify the New Passphrase to re-encrypt the data encryption key.

5 In the Re-type Passphrase field, re-type the passphrase to verify and then, click OK

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7.10.2 Resetting the Passphrase

For security reasons, ensure that you reset the passphrase once you import the keys by using the one-time passphrase sent by your Recovery agent.

To reset the passphrase,

1 Select Security > Reset Passphrase.

2 From the Reset Passphrase window, select the iFolder account you want to reset the passphrase

for and specify the following details:

Enter Passphrase: Enter the one-time passphrase.

Enter New Passphrase: Enter the new passphrase you want to set for the current iFolder

account.

Retype Passphrase: Enter the passphrase again for confirmation.

Recovery Agent: Select the Recovery agent you have set for the current iFolder account.

3 Click Reset.

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7.11 Setting an iFolder Quota

Setting a quota for an iFolder helps the owner to manage the space allotted for all of the iFolders the user owns. Member users of the iFolder can view the quota, but cannot modify it.

On the server, space for your iFolder data is allocated as it is needed; space is not reserved by the quotas you specify for each iFolder. It is possible to overbook the quotas so that the total allocated space can exceed the quota set for your account. However, the iFolders can individually and collectively grow only up to the available space for your account.

To enable or modify the quota for an iFolder:

1 Open the Properties dialog box for the iFolder to the General tab.

2 Select Set Quota to enable the quota.

3 Specify the maximum size of the iFolder in MB.

4 Click Apply to accept the setting, then click OK to close the Properties dialog box.

To disable the quota for an iFolder:

1 Open the Properties dialog box for the iFolder to the General tab.

2 Deselect Set Quota to disable the quota.

3 Click Apply to accept the setting, then click OK to close the Properties dialog box.

7.12 Synchronizing Files

 Section 7.12.1, “Synchronizing Files on Demand,” on page 88

 Section 7.12.2, “Configuring the Synchronization Interval,” on page 88

Managing iFolders 87

7.12.1 Synchronizing Files on Demand

1 In the Notification area, right-click the iFolder Services icon Description: iFolder Application

Icon , then click iFolders to open the iFolder browser.

2 In the list of iFolders, select the iFolder, then click Synchronize Now.

7.12.2 Configuring the Synchronization Interval

1 In the Notification area, right-click the iFolder Services icon Description: iFolder Application

Icon , then select Preferences to open the iFolder Preferences dialog box to the General tab.

2 Do one of the following:

 Select Synchronize to enable background synchronization.

 Deselect Synchronize to disable synchronization.

3 If you enable synchronization, specify the interval for synchronizing files, such as every 1 hour

or every 2 days.

When the iFolder client is used with Novell iFolder 3.6, the minimum system Synchronization Interval, typically every 5 minutes, is configured by the iFolder administrator. You cannot override the system minimum. The absolute system minimum is 1 minute.

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7.13 Resolving File Conflicts

Conflicts can occur between file versions saved at the same time on different computers, or when a filename differs by case only. When conflicts occur, the file is stored in the conflict area and the file is flagged with a status of Name Conflict. The iFolder Error icon is displayed on the iFolder. If the Notify of conflicts option is enabled in your iFolder Preferences, an alert is also sent to the Notification area. You can control the pop-up behavior of Notifications by setting your preference in the iFolder Preferences > General tab.

To resolve file conflicts, see the following:

 Section 7.13.1, “Resolving File Version Conflicts,” on page 88

 Section 7.13.2, “Resolving Filename Conflicts,” on page 89

7.13.1 Resolving File Version Conflicts

Version conflicts should be coordinated with other members before resolving the conflict, then you can choose the correct version in the Conflict Resolution dialog box.

1 In the Notification area, right-click the iFolder Services icon Description: iFolder Application

Icon , then click iFolders to open the iFolder browser.

2 Select the iFolder in conflict , then click Resolve to open the Resolve Conflicts dialog box.

3 View the information for the file on your local machine and the file on the server to determine

which version of the file you want to keep.

4 Beneath the version you want to keep, click Save This Version.

5 When you are done resolving the conflict, click OK.

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7.13.2 Resolving Filename Conflicts

Filename conflicts occur when the names of the local file version and the server file version differ by case. The content might differ, or it might be the same. These type of conflicts can be resolved by renaming the files, but be careful about where you rename the file.

 If the content is the same, you can rename one of the files by using the Resolve Conflicts dialog

box.

 If the content is different, make sure to make a copy of the local file and give it a different

name, then return to the Resolve Conflicts dialog box and save the server version of the file. This allows both versions of the file to exist in the iFolder with different filenames. If you rename a file version within the Resolve Conflicts dialog box, that version of the file overwrites the other, and the content of the other file is destroyed.

1 In the Notification area, right-click the iFolder Services icon Description: iFolder Application

Icon , then click iFolders to open the iFolder browser.

2 Select the file in conflict , then click Resolve to open the Resolve Conflicts dialog box.

3 Confirm that it is a file name conflict, and determine whether the content is the same or

different.

4 Do one of the following:

 If the content is the same, rename one of the files, click Save This Version, then click OK

to close the Resolve Conflicts dialog box. You are done.

 If the content is different, continue with Step 5.

5 Close the Resolve Conflicts dialog box.

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6 Open a file manager and navigate to the local copy of the file in conflict.

7 Copy the file and save it with a unique name in the iFolder.

iFolder synchronizes the file as a new file to the server and member computers.

8 Return to the Resolve Conflicts dialog box, select the server version of the file, click Save this

Version, then click OK.

The server version of the file downloads to your local machine and overwrites the local copy of the file by that name.

7.14 Moving an iFolder

After you create an iFolder, the path to the iFolder is static. You cannot move an iFolder from its original location to another location on your local computer and have it remain an iFolder. Moving the iFolder breaks the link between the synchronization database and the folder you converted to an iFolder.

To move an iFolder on the computer where you created it:

1 In a file manager or the iFolder browser, select the iFolder you want to move.

2 Revert the iFolder to a normal folder.

3 In a file manager, move the folder to another location on the computer.

4 Convert the folder back to an iFolder and upload the iFolder to the server.

Managing iFolders 89

5 (Optional) Share the iFolder.

6 Allow the iFolder to synchronize files with the iFolder server.

To move an iFolder on a participating computer:

1 In iFolders, revert the iFolder to stop participating in the iFolder on the current computer.

2 Select the available iFolder, then click Download an iFolder.

3 Specify a new local path where you want to place the iFolder.

4 Allow the iFolder to synchronize files with the iFolder server.

7.15 Reverting an iFolder to a Normal Folder

You can revert an iFolder to a normal folder for the local computer. After it is reverted, the collaborative share relationship remains for all the iFolder members, but the iFolder is no longer synchronized to your current computer. Reverting an iFolder does not delete the iFolder and its contents from member workstations or the server.

1 In a file manager or the iFolder browser, locate the iFolder that you want to revert to a normal

folder.

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2 Use one of the following methods to start reverting the iFolder:

 In a file manager, right-click the iFolder, then click Revert to a Normal Folder.

 In the iFolder browser, select the iFolder, then click File > Revert to a Normal Folder.

The Revert this iFolder back to a normal folder? dialog box requests confirmation and clarification.

3 Do one of the following:

 Select No to keep the folder as an iFolder on the local computer.

 Select Yes to revert the iFolder to a normal folder.

The local copy of the iFolder is normal folder and is no longer synchronized with the server. Other members of the iFolder are not affected.

 If you are the iFolder owner, you can optionally stop sharing this folder as an iFolder.

Select Also delete this iFolder from the server, then click Yes .

The iFolder reverts to a normal folder on your local computer and on all members’ computers. The server copy of the iFolder is permanently deleted from the server.

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7.16 Removing Membership From a Shared iFolder

To remove membership from a downloaded shared iFolder:

1 In the file manager or the iFolder browser, locate the iFolder that you want to remove your

membership from.

2 Right-click the iFolder and select Revert to a normal folder to display the confirmation dialog

box.

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3 In the confirmation dialog box, select Also remove my membership from the iFolder.

4 Click Ye s to confirm.

The local copy of the iFolder is a normal folder and is no longer synchronized with the server.

To remove membership from a shared iFolder on the server:

1 In the iFolder browser, locate the iFolder that you want to remove your membership from.

2 Right-click the iFolder and Select Remove my membership.

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3 Click OK to confirm your action.

7.17 Deleting an iFolder

If you delete an iFolder from your collection, it deletes the local copy of the iFolder and its contents. It also can affect the share relationship for the iFolder, depending on the Access right you hold for it. The following table outlines the effect on the share relationship and the member iFolders based on the Access right of the user who deletes the iFolder.

Table 7-5 What to Expect When You Delete an iFolder

Access Right of the User Who Deletes the iFolder

Owner Ends the share

Full Control User Remove user from share No effect Reverts the local copy of

Read/Write User Remove membership of

Share Relationship

relationship for the iFolder

the user from the share

Server Copy of the iFolder

Deletes the iFolder metadata and contents from the server

No effect Reverts the local copy of

Member Copies of the iFolder

Reverts the iFolder to a normal folder for all users

the iFolder to a normal folder

Read Only User Remove membership of

the user from the share

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No effect Reverts the local copy of

the iFolder to a normal folder

Deleting an iFolder does not uninstall the iFolder client from your workstation.

1 In a file manager or iFolder browser, locate the iFolder that you want to delete.

2 Right-click the iFolder, then click Delete.

7.18 What’s Next

For information about migration and upgrade, see the following:

 Chapter 4, “Novell iFolder Migration and Upgrade,” on page 33

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Managing iFolders 93

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Using Novell iFolder 3.6 Web

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Access

Novell® iFolder® 3.6 Web Access provides an interface to allow users remote access to iFolders on the enterprise server.

 Section 8.1, “Logging In,” on page 95

 Section 8.2, “Creating a New iFolder,” on page 96

 Section 8.3, “Browsing and Managing iFolders,” on page 96

 Section 8.4, “Search iFolders,” on page 98

 Section 8.5, “Managing iFolder Shared Members,” on page 98

 Section 8.6, “Viewing History,” on page 100

 Section 8.7, “Viewing Details,” on page 100

 Section 8.8, “Logging Out,” on page 101

8.1 Logging In

Log in to Novell iFolder 3.6 Web Access to gain access to folders and files in any of your iFolders available to you in your Novell iFolder enterprise server account. This includes iFolders that you participate in but have not set up on a local computer. (You cannot access 2.x iFolders with Web Access.) The enterprise server specified in the URL authenticates your username against the server’s LDAP directory services.

You can also specify which of the supported localized interfaces to use. This is typically the Language Code of the iFolder enterprise server. Make sure to configure your browser’s Languages setting to support the desired language.

1 In a supported Web browser, enter the URL of the iFolder server where your iFolders reside:

http://servername.example.com

Replace servername.example.com with the DNS name or IP address (such as

192.168.1.1).

2 In the left navigator of the OES Welcome page, click Client Software.

3 In the page that opens, click the link to Web Access to open the Login page.

4 On the iFolder 3.6 Web Access Login page, specify the username and password for your

account.

5 Use the Languages drop-down list to specify which language you want to use to access your

files.

6 Click OK.

This login gives you access only to those iFolders in the same domain as the server you specified in the URL. To log in to a different server, enter its server’s URL in your Web browser, then log in.

Using Novell iFolder 3.6 Web Access

8.2 Creating a New iFolder

You can create a new iFolder from the Home page. Perform the following steps to create a new iFolder:

1 Click the New iFolder link given at the left side of the Home page.

2 In the new page that opens, specify the following information:

Name: Assign a name to the iFolder, such as myfolder.

Description: A short description of the iFolder.

Type: select the type of the iFolder that you want to create.

Encryption Enabled: Select this option to encrypt your iFolder and the files within it.This

option is not enabled until your Admin set your encryption policy to On.

Sharable: Select Sharable to share your iFolder with other iFolder accounts.Shared iFolders cannot be encrypted and encrypted ones cannot be shared.

3 Select the Recovery agent from the drop-down list.

Select the Recovery agent from the drop-down list.This option will not be available if your iFolder Administrator does not select Enable Recovery agent option while configuring the iFolder server. Unless you have set your Recovery agent, the encrypted data cannot be recovered in the unfortunate case that you lost the passphrase.

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4 Type the passphrase in the Enter Passphrase field.

5 Click Create to complete the new iFolder creation.Click Cancel to cancel the operation.

8.3 Browsing and Managing iFolders

The Home page lists all iFolders available to you in the current domain. Available iFolders include those you own and those others have made available to you. You can access iFolders through Web Access even if you have not set up the iFolder on a local computer.

To browse the iFolders, click any of the iFolder's name listed on the Home page to open the list of folders and files available for the selected iFolder to the Browse page.

You can also upload and download files, create folders, and delete folders and files.

Within an iFolder, you can perform the following tasks:

 Section 8.3.1, “Viewing a List of Folders and Files,” on page 96

 Section 8.3.2, “Navigating Directories,” on page 97

 Section 8.3.3, “Downloading a File,” on page 97

 Section 8.3.4, “Creating a New Folder,” on page 97

 Section 8.3.5, “Deleting Folders or Files,” on page 97

 Section 8.3.6, “Uploading a File,” on page 97

 Section 8.3.7, “Search Folders and Files,” on page 98

8.3.1 Viewing a List of Folders and Files

The iFolder Browse page lists folders and files alphabetically. Scroll to locate the directory or file of interest.

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8.3.2 Navigating Directories

Click name of the folder Description: Folder icon to open the folder and view a list of its contents. To return to a higher level directory, click the respective icon in the navigational bar.

8.3.3 Downloading a File

Click the name of the file Description: File icon you want to download, then click Open or Save.

IMPORTANT: iFolder 3.6 Web Access does not support the uploading and downloading of 10 MB or larger files.

 Open: Click Open to view the file’s contents. You must have a compatible application on your

computer to open the file. The file is downloaded to a temporary folder where Internet files are saved, such as Temporary Internet Files in Windows, and then opened with your local application. If you plan to work in the file, it is best to save the file locally, modify the file, and then upload it.

 Save: Click Save to save the file locally or to a mapped drive. Navigate to the location where

you want to place the file, then click Save. The file is downloaded to your computer.

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Options on the page might differ slightly, depending on the Web browser you use.

8.3.4 Creating a New Folder

To create a new folder,

1 Click New Folder link in the navigation bar of the Browse page to open New folder creation

page.

2 In the Name field, specify the name of the new folder.

3 Click Create

Folder names are case sensitive. When the page refreshes, the folder appears alphabetically in the list. Click to view the history of changes made to the selected Folder or file.

8.3.5 Deleting Folders or Files

Select the check box next to one or more folders or files you want to delete, then click Delete to Confirm the deletion.

8.3.6 Uploading a File

To upload a file,

1 Click Upload Files link in the navigation bar of the iFolder Browse page to open Upload Page.

2 Click Browse, locate a local folder you want to upload.

3 Click Upload.

When the page refreshes, the file appears alphabetically in the list.

The maximum file size for the upload limit is configured by the administrator. By default, the limit is set to 10 MB; the limit for your server might differ.

Using Novell iFolder 3.6 Web Access 97

IMPORTANT: iFolder 3.6 Web Access does not support the uploading and downloading of 10 MB or larger files.

8.3.7 Search Folders and Files

To search for folders and files within a selected iFolder,

1 Click Search to open the Search page.

The Search page helps you locate the files or folders of your interest. Use the search tool located at the top right of the page for this purpose.

2 Use one or more of the following search methods and press Enter.

 Type the name of the file or folder in the search entry field.

 Type an asterisk (*) in the Search iFolders field to return a list of all iFolders on the

system.

 Leave the Search iFolders field empty to return a list of all iFolders on the system.

3 Search result opens to the Search page with the search text highlighted in search result.

4 Do not click anywhere in the page until the page completely refreshes, then you can browse or

manage the files or folders listed in the search results.

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Scroll up and down to browse the search results and locate the folder or file of your interest. The combination of the file or folder name and date created can help you identify the file or folder you seek.

8.4 Search iFolders

The search tool located at the top right of the Home page helps you locate the iFolder you want. The search result opens to the same page with the search text highlighted in the search result.

Use one or more of the following search methods:

 Select a filter criterion (All, Recent, Owned, Shared) for the name of the iFolder, then type one

or more letters in the Search iFolders field.

 Type an asterisk (*) in the Search iFolders field to return a list of all iFolders on the system.

 Leave the Search iFolders field empty to return a list of all iFolders on the system.

Do not click anywhere in the page until the page completely refreshes, then you can browse the iFolders listed in the Search Results.

8.5 Managing iFolder Shared Members

The iFolder Members page lists all the shared members for the current iFolder. You can add new shared members to it, remove the existing ones, and set rights to the selected members.

Within an iFolder, you can perform the following tasks:

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8.5.1 Adding New Shared Members

To add new members to the shared members list,

1 Click Add to open a list of members in the current iFolder domain.

2 Locate the user by using the Search tool.

Use the search criteria (User Name, First Name, Last Name), then type one or more letters in the Search field to locate the desired user.

3 Click next to the user you want to add to the shared members list.

4 Click Share.

8.5.2 Assigning Rights to the Members

You can set three levels of access right for the shared members of your iFolder. For more information on access rights see Section 1.5.2, “iFolder Access Rights,” on page 14

Table 8-1 iFolder Access Rights

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Capabilities Owner Full Control Read/Write Read Only

Reassign ownership to another user

Set a quota for the iFolder

Make the iFolder available to other users (sharing)

Make the iFolder unavailable to other users (stop sharing)

Assign iFolder access rights for other users

Read directories and files in the iFolder

Add, modify, or delete directories and files in the iFolder

YesNoNoNo

Yes Yes No No

Yes Yes, except the

owner

yes Yes, except the

owner

Yes Ye s Ye s Yes

Yes Ye s Ye s No

No No

Rename directories and files in an iFolder

Rename the iFolder

Yes Ye s Ye s No

No No No No

Using Novell iFolder 3.6 Web Access 99

Capabilities Owner Full Control Read/Write Read Only

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Set up an iFolder on multiple computers

Revert an iFolder (do not participate on a local computer)

Delete an available iFolder to decline participating

Delete the iFolder and delete the iFolder and its files from the server (make it a normal folder again and no longer share it with others)

Yes Ye s Ye s Yes

YesNoNoNo

To set right to an user,

1 Select the user or users from the list.

2 Click the link for the desired access right listed at the top.

You can view the access right you have set for next to the user name in the list.

8.6 Viewing History

Click History to view the history of the changes you have made to the selected iFolders, and to it’s files, folders and shared users. The History page tracks and displays all the iFolder operations and modifications performed on the selected iFolder. It lists all the folders and files that have been added to or removed from the selected iFolder by any user. It shows the time and date of iFolder operations performed, and the username that tells you who performed the iFolder operations on the selected iFolder and on its files and folders

8.7 Viewing Details

Click Details to view the iFolder properties of the selected iFolder. You can also edit the description you have provided when the iFolder was created. You can view the following iFolder properties:

Table 8-2 Enter Table Title Here

Parameter Description

Name (view only) The name assigned to the iFolder.

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Novell IFOLDER 3.6 Cross-Platform User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

OES 2: Novell iFolder 3.6 Cross-Platform User Guide

About This Guide

Overview of iFolder

1.1 Benefits of iFolder

1.2 The iFolder Client

1.3 iFolder Account

1.4 Cross-Platform Considerations

1.5 Key Features of iFolder

1.5.1 iFolder Sharing

1.5.2 iFolder Access Rights

1.5.3 Encryption

1.5.4 File Synchronization

1.5.5 Enhanced Web Access

1.5.6 Migration

1.5.7 Upgrade

1.5.8 Default iFolder

1.5.9 Synchronization Log

1.6 What’s Next

What’s New

2.1 What’s New for iFolder 3.6

2.2 What’s New for iFolder 3.4

2.3 What’s New for iFolder 3.2

2.4 What’s New for iFolder 3.1

2.5 What’s New for iFolder 3.0

2.6 Client Features and Capabilities

2.7 Web Access Features and Capabilities

2.8 What’s Next

3.1 Novell iFolder 3.6

3.2 Benefits of Using iFolder 3.6 Services

Using iFolder with Novell iFolder 3.6

3.3 Sharing iFolders Through an iFolder 3.6 Enterprise Server

3.4 Key Features of iFolder 3.6

3.4.1 The iFolder Client

3.4.2 iFolder Enterprise Server Account

3.4.3 Shared iFolders

3.4.4 iFolder Access Rights

3.4.5 Encryption Policy Settings

3.4.6 Security Settings

3.4.7 Multi-Server Support

3.4.8 Multi-Volume Support

3.4.9 File Synchronization and Data Management

3.5 What’s Next

4.1 Migrating from iFolder 2.x to iFolder 3.6

4.1.1 Understanding the Migration Process

4.1.2 Migration Procedure

Novell iFolder Migration and Upgrade

4.2 Upgrading iFolder 3.x Clients

4.2.1 Automatically Upgrading to iFolder 3.6

4.2.2 Manually Upgrading to iFolder 3.6

Getting Started

5.1 Prerequisites and Guidelines

5.1.1 Hardware

5.1.2 Client Computers

5.1.3 Mono

5.1.4 Web Browser

5.1.5 Network Connection

5.1.6 Enterprise Server

5.1.7 Web Access Server

5.2 Downloading the iFolder Client Install Files

5.3 Installing the iFolder Client

5.3.1 Installing iFolder for Linux

5.3.2 Installing iFolder for Windows

5.4 Updating iFolder

5.5 Updating Mono for Linux

5.6 What’s Next

6.1 Starting the iFolder Client

Managing iFolder Accounts and Preferences

6.1.1 Linux

6.1.2 Windows

6.2 Configuring an iFolder Account

6.3 Logging In to an iFolder Account

6.4 Viewing and Modifying iFolder Account Settings

6.5 Configuring iFolder Preferences for the Client

6.6 Configuring Local Firewall Settings for iFolder Traffic

6.7 Configuring Local Virus Scanner Settings for iFolder Traffic

6.8 Deleting an iFolder Account