Novell IFOLDER 3.8 Cross-Platform Help

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Cross-Platform Help

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AUTHORIZED DOCUMENTATION

iFolder

3.8

Novell iFolder 3.8 Cross-Platform Help

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Contents

iFolder Help 7

1 Overview of iFolder 9

1.1 Benefits of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.2 The iFolder Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.3 iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.4 Cross-Platform Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.5 Key Features of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.5.1 iFolder Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.5.2 iFolder Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.5.3 File Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.5.4 Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.5.5 Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.5.6 Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.5.7 Merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.5.8 Default iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.5.9 Enhanced Web Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.5.10 Synchronization Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.6 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

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2 Managing iFolder Accounts and Preferences 17

2.1 Starting the iFolder Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.1.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

2.1.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

2.1.3 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.2 Configuring an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.3 Logging In to an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2.4 Viewing and Modifying iFolder Account Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

2.5 Configuring iFolder Preferences for the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2.6 Configuring Local Firewall Settings for iFolder Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

2.6.1 Using a Local Dynamic Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

2.6.2 Using a Local Static Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

2.7 Configuring Local Virus Scanner Settings for iFolder Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . 31

2.8 Deleting an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

2.9 Logging Out of an iFolder Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.9.1 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.9.2 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.9.3 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

2.10 Exiting the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

2.11 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

3 Managing iFolders 35

3.1 Guidelines for the Location and Use of iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

3.2 Guidelines for File Types and Sizes to Not Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

3.2.1 Operating System Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

3.2.2 Hidden Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

3.2.3 Database Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Contents 5

3.3 Naming Conventions for an iFolder and Its Folders and Files . . . . . . . . . . . . . . . . . . . . . . . . . 37

3.4 Understanding iFolder Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

3.5 iFolder Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

3.6 Creating and Uploading an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

3.6.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

3.6.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

3.6.3 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

3.6.4 Creating iFolders on a FAT32 Mount Point (Linux) . . . . . . . . . . . . . . . . . . . . . . . . . . 46

3.7 Sharing an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

3.7.1 Understanding User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

3.7.2 Accessing the Sharing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

3.7.3 Adding a User to an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

3.7.4 Modifying User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

3.7.5 Removing a User from an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

3.7.6 Transferring Ownership to an iFolder User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

3.8 Viewing and Hiding Available iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

3.9 Merging iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

3.9.1 iFolder-to-Folder Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

3.9.2 Moving Existing iFolders to Different Locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

3.9.3 Merging Migrated 2.x iFolders with 3.7 or later iFolders . . . . . . . . . . . . . . . . . . . . . . 51

3.10 Downloading an Available iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

3.11 Viewing and Configuring Properties of an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

3.11.1 Understanding iFolder Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

3.11.2 Accessing iFolder Properties from a File Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 53

3.11.3 Accessing iFolder Properties from the iFolder Browser. . . . . . . . . . . . . . . . . . . . . . . 53

3.12 Managing Passphrases for Encrypted iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

3.12.1 Recovering an encrypted iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

3.12.2 Changing the Passphrase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

3.13 Changing the Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

3.14 Setting an iFolder Quota . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

3.15 Synchronizing Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

3.15.1 Synchronizing Files on Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

3.15.2 Configuring the Synchronization Interval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

3.16 Resolving File Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

3.16.1 Resolving File Version Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

3.16.2 Resolving Filename Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

3.17 Moving an iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

3.18 Reverting an iFolder to a Normal Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

3.19 Removing Membership From a Shared iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

3.20 Deleting an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

3.21 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

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4 Novell iFolder Migration And Upgrade 63

4.1 Migrating from iFolder 2.x to iFolder 3.7 or later . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

4.1.1 Understanding the Migration Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

4.1.2 Migration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

4.2 Upgrading iFolder 3.x Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

4.2.1 Automatically Upgrading to iFolder 3.7 or later Versions. . . . . . . . . . . . . . . . . . . . . . 65

4.2.2 Manually Upgrading to iFolder 3.7 or later Versions . . . . . . . . . . . . . . . . . . . . . . . . . 65

4.3 Coexistence of Novell iFolder 2.x and iFolder Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

6 Novell iFolder 3.8 Cross-Platform Help

iFolder Help

Novell® iFolder® is a file-sharing application for Linux* ,Windows* and Macintosh*clients. With iFolder, your local files automatically follow you everywhere---online, offline, all the time---across computers. You can share files in multiple iFolders, each with different users. You control who can participate in an iFolder and their access rights to the files in it. You can also participate in iFolders that others share with you.

This help system describes how to use and manage the iFolder client.

 Chapter 1, “Overview of iFolder,” on page 9

 Chapter 2, “Managing iFolder Accounts and Preferences,” on page 17

 Chapter 3, “Managing iFolders,” on page 35

 Chapter 4, “Novell iFolder Migration And Upgrade,” on page 63

Audience

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This guide is intended for users of the iFolder client.

Additional Documentation

If you are using the iFolder 3.7 or later client with a Novell iFolder 3.7 or later enterprise server or Web access server, see the iFolder 3.8 User Guide at the Novell iFolder Documentation Web site

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

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 ( 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.

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

iFolder Help 7

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8 Novell iFolder 3.8 Cross-Platform Help

Overview of iFolder

Novell® iFolder® is a file-sharing application for Linux, Windows, and Macintosh clients. You can share files in multiple iFolders, each with different users or LDAPGroups. 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 provides you a simple, hassle-free user interface for client-side migration from iFolder 2.x to iFolder 3.6 and later, and for a client-side upgrade from iFolder 3.x to iFolder 3.6 and later.

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

 Section 1.1, “Benefits of iFolder,” on page 9

 Section 1.2, “The iFolder Client,” on page 10

 Section 1.3, “iFolder Account,” on page 10

 Section 1.4, “Cross-Platform Considerations,” on page 10

novdocx (en) 24 March 2009

 Section 1.5, “Key Features of iFolder,” on page 11

 Section 1.6, “What’s Next,” on page 15

1.1 Benefits of iFolder

iFolder provides the following benefits:

 iFolder integrates with your native desktop environment, making it easy to create and manage

multiple iFolders.

 iFolder 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, iFolder protects data as it travels across the wire and is stored on the

iFolder server.

 With the enhanced Web Access console, you can access your files on the iFolder server from

any workstation without the iFolder client, and use a Web browser to perform all the operations of iFolder client.

 You can easily and selectively share personal and business files.

 iFolder can migrate and upgrade your iFolder data to the latest version.

 iFolder supports LDAPGroups. You can share iFolders with LDAPGroups. Members of the

LDAPGroup can create, own and share iFolders with other individual users or other LDAPGroups.

 You can 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.

 iFolder 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.

Overview of iFolder

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

data.

 iFolders 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.

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 Vista SP1

 Windows XP SP2

 OpenSUSE 11.1

 Apple Macintosh

Linux Enterprise Desktop 10 SP1 and SP2

Linux Enterprise Desktop 11

10.4 and later

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1.3 iFolder Account

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. You must configure at least one iFolder account before you can create iFolders. For more information, see

Section 2.2, “Configuring an iFolder Account,” on page 20.

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 2.2, “Configuring an iFolder Account,” on page 20.

1.4 Cross-Platform Considerations

The user interfaces for the Linux, Windows, and Macintosh 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 three platforms.

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

Task Linux Windows Macintosh

iFolder menu Quit Exit Quit

iFolder Preferences > Accounts dialog

10 Novell iFolder 3.8 Cross-Platform Help

Add button Add button Plus (+) button

Task Linux Windows Macintosh

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iFolder Preference > Accounts dialog

Multiple locations Close button

iFolder Preferences

dialog

Configuring an iFolder Account

Notification area Notification area Status and Notification

Right-click notification area

iFolders > iFolder menu Properties Properties Get Info

iFolder Wizards Forward button and

Remove button Remove button Minus (-) button

OK, Cancel, and Apply

Actions are committed when you perform the action

Add iFolder to the desktop’s Startup

Programs

Remember my password

Account Settings Accounts This feature is not

Back button

buttons

Actions are committed only when you click Apply or OK

Select (enable) Start

iFolder when logging In to the desktop

Remember password on this computer

area

Next button and Back button

OK and Cancel button

Actions are committed when you perform the action

This feature is not available

Remember Password

Notification area

available

No buttons to move front and back. You can configure your username, password and server in a single window.

Configuring an iFolder Account

iFolder Server Configuration Wizard

iFolder Identity Configuration Wizard

iFolder Account Assistant

iFolder Server Choose an iFolder

Identity iFolder Account

iFolder Account Creation Wizard

Server

Information

Preferences > Account

Not available

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 12

 Section 1.5.2, “iFolder Access Rights,” on page 12

 Section 1.5.3, “File Synchronization,” on page 13

 Section 1.5.4, “Migration,” on page 13

 Section 1.5.5, “Encryption,” on page 14

 Section 1.5.6, “Upgrade,” on page 14

 Section 1.5.7, “Merge,” on page 14

 Section 1.5.8, “Default iFolder,” on page 14

Overview of iFolder 11

 Section 1.5.9, “Enhanced Web Access,” on page 14

 Section 1.5.10, “Synchronization Log,” on page 15

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 or LDAPGroups. For more information on shared iFolder, see “Shared iFolders” on page 12.

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

 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

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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 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 both individual users and LDAPGroups.

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 requirements in Section 3.1, “Guidelines for

the Location and Use of iFolders,” on page 35.

1.5.2 iFolder Access Rights

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

12 Novell iFolder 3.8 Cross-Platform Help

IMPORTANT: Members of an LDAPGroup inherit the access rights set for that group.

 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.

If an LDAPGroup owns an iFolders, all the member users of that group are given the full control right.

 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.

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 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 or LDAPGroup 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.

1.5.3 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 connects to the server and synchronize the data without prompting for the password.

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 also has delta synchronization capabilities. When you make any changes to an iFolder file, only the deltas or changes are 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, because it reduces the synchronization time.

1.5.4 Migration

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

Overview of iFolder 13

2.x to iFolder 3.6 and later. The Migration Wizard provided in the iFolder client helps you migrate the existing iFolder 2.x data to iFolder 3.6 and later quickly and easily. For more information, see

“Novell iFolder Migration And Upgrade” on page 63.

1.5.5 Encryption

iFolder 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.

IMPORTANT: Encrypted iFolders cannot be shared.

For more information on encryption, see “Managing Passphrases for Encrypted iFolders” on

page 53.

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1.5.6 Upgrade

Novell iFolder provides a simple upgrade from iFolder 3.x to the iFolder client for Novell iFolder

3.6 and above versions. For more information, see Section 4.2, “Upgrading iFolder 3.x Clients,” on

page 65.

1.5.7 Merge

With Merge, you can consolidate the iFolder data and minimize the data transfer between the iFolder client and the server. Merge also allows you to move an existing folder to a different location on the client machine. For more information, see Section 3.9, “Merging iFolders,” on page 50.

1.5.8 Default iFolder

iFolder allows you to set up a default iFolder when you configure a new account. Whenever you configure a new iFolder account, iFolder automatically checks for the presence of the default iFolder. If you have not created a default iFolder, iFolder prompts you to create one. If it already exists, the iFolder client prompts you to download. You are also allowed to ignore both these options. For more information, see Step 7 on page 21 in the Section 2.2, “Configuring an iFolder

Account,” on page 20.

1.5.9 Enhanced Web Access

iFolder 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.

14 Novell iFolder 3.8 Cross-Platform Help

When compared to the previous iFolder versions, iFolder 3.6 and later versions 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.

1.5.10 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.

1.6 What’s Next

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

 Chapter 2, “Managing iFolder Accounts and Preferences,” on page 17

 Chapter 3, “Managing iFolders,” on page 35

 Chapter 4, “Novell iFolder Migration And Upgrade,” on page 63

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Overview of iFolder 15

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16 Novell iFolder 3.8 Cross-Platform Help

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 client.

 Section 2.1, “Starting the iFolder Client,” on page 17

 Section 2.2, “Configuring an iFolder Account,” on page 20

 Section 2.3, “Logging In to an iFolder Account,” on page 22

 Section 2.4, “Viewing and Modifying iFolder Account Settings,” on page 23

 Section 2.5, “Configuring iFolder Preferences for the Client,” on page 27

 Section 2.6, “Configuring Local Firewall Settings for iFolder Traffic,” on page 29

 Section 2.7, “Configuring Local Virus Scanner Settings for iFolder Traffic,” on page 31

 Section 2.8, “Deleting an iFolder Account,” on page 31

 Section 2.9, “Logging Out of an iFolder Account,” on page 32

 Section 2.10, “Exiting the iFolder Client,” on page 33

 Section 2.11, “What’s Next,” on page 33

2.1 Starting the iFolder Client

When iFolder is running, the iFolder Services icon appears in the notification area of the taskbar. iFolder is integrated in the desktop environment. The iFolder emblem (a green “i”) 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 appear 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.

NOTE: During account creation, user login happens through SSL. When you are prompted to accept the server certificate, you must validate the certificate and accept it for a successful connection.

For information about stopping the iFolder client, see Section 2.10, “Exiting the iFolder Client,” on

page 33.

Managing iFolder Accounts and Preferences

2.1.1 Linux

 “Starting iFolder Automatically on Login” on page 18

 “Starting iFolder Manually” on page 18

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.

 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:

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 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

/usr/bin/ifolder

2.1.2 Windows

 “Starting iFolder Automatically on Logon” on page 18

 “Starting iFolder Manually” on page 19

Starting iFolder Automatically on Logon

To start iFolder automatically when you log in 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 Select Start iFolder When logging in to the Desktop, then click Apply.

3 Click OK to close the iFolders Preferences dialog box.

18 Novell iFolder 3.8 Cross-Platform Help

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.

Starting iFolder Manually

1 Log in 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.

2.1.3 Macintosh

 “Starting iFolder Automatically on Login” on page 19

 “Starting iFolder Manually” on page 19

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Starting iFolder Automatically on Login

To enable iFolder to start automatically when you log in to your Macintosh computer, add iFolder to the Startup Items.

1 Start iFolder.

2 From the dock, right-click the iFolder icon and select the option Open at Login.

From the dock, press the Ctrl key, click the iFolder icon, then select Open at Login.

To disable iFolder from starting automatically, remove iFolder from the Startup Items.

1 From the dock, right-click the iFolder icon, and deselect Open at Login.

From the dock, right-click or Ctrl-click the iFolder icon, then deselect Open at Login.

Starting iFolder Manually

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

create iFolders.

2 Use one of the following methods to start iFolder:

 Open the Applications directory on Macintosh HD, select Applications, then double-

click iFolder 3.

 Type iFolder in the spotlight (Apple button + Spacebar or click the magnifying glass

icon on top right) then click the iFolder 3 under Applications.

 Open a terminal shell, log in as the root user, then enter

/Applications/iFolder 3.app/Contents/MacOS/iFolder 3

Managing iFolder Accounts and Preferences 19

2.2 Configuring an iFolder Account

Use the iFolder Account Creation Wizard 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 connect to the iFolder server with only one account at any given time. However, to connect to more than one iFolder servers, you can configure 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 will have iFolders on the same computer. The first time you start iFolder under your current local login identity, iFolder prompts you to set up an iFolder account.

IMPORTANT: iFolder 3.7 and later versions introduce a new feature, auto-account creation, which helps the iFolder administrator to create and configure an account for you. If your iFolder administrator has enabled auto-account creation, you don’t need to configure an account for yourself. When you start an iFolder for the first time, you are prompted to enter your password. Enter your password and complete configuring the account.

To configure a new account:

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

 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 Creation Wizard.

 Right-click the iFolder Services 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 Creation Wizard.

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

The server name is always displayed along with it’s IP address in the iFolder user interface. For example: iFolder - 192.168.1.1

IMPORTANT: You cannot use an iFolder 3.7 or later client to connect to an iFolder 3.2 server.

Set this as my default server

If you have multiple servers connected to your account, select the Set this as my default server check box to set the selected server from the drop-down list of servers as the default Server when you create or upload an ifolder.

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

whether the format you should use must be 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 e-mail 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.

20 Novell iFolder 3.8 Cross-Platform Help

Parameter Description

Password Specify the password for your username.

Authentication happens through Secure channel (SSL). You are prompted to validate and accept the server certificate.

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Remember Password

Select the Remember Password on this computer check box 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.

3 Verify the information entered by you. To make any changes, click the Back button and revisit

the previous pages. Click Connect to proceed and validate your connection with the server.

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

certificate information, then click OK to accept it.

NOTE: During the account creation, login happens through SSL. When you are prompted to accept the server certificate, you must validate the certificate and accept it for a successful connection.

5 If the administrator has enabled the encryption policy, iFolder prompts you to enter your

passphrase.

Enter your passphrase in the Passphrase field.

Re-enter the passphrase in Retype the passphrase field.

Select Remember the Passphrase check box to automatically access the encrypted iFolder data during the current session. If you select this option, iFolder can remember your passphrase during the next login process. This passphrase exchange is done automatically.

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

7 Specify 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.

8 Select the type of the Default iFolder that you want to create. If you choose Encryption, you

will be prompted to provide the passphrase.

IMPORTANT: You can share only the regular iFolders. Encrypted iFolders cannot be shared.

If your iFolder administrator has not enabled encryption for your current account, you can create only regular iFolders, and if encryption is enabled, the Regular option is selected by default.

9 Select Secure Sync to enable secure synchronization of files in the iFolder you are creating.

You can enable secure channel for both regular and encrypted iFolders. With this option selected, iFolder allows you to use a secure channel to synchronize between iFolder on the server and on the local machine.

If you remove the default iFolder on the server, the next time you configure the account from any thick client, iFolder prompts you to create a default iFolder again.

Managing iFolder Accounts and Preferences 21

However, if you remove the default iFolder from the local machine, the next time you configure the account, iFolder prompts you to download the default iFolder.

10 If you have already set up a default iFolder, you can download it to your local machine.

Download the default iFolder and click Next to proceed.

11 If a folder with the same name as the default ifolder already exists on your system, you are

prompted to either merge the two folders or download the default ifolder to a different location.

Click OK to merge the two folders or click Cancel to download the default iFolder to a different location

12 Click Finish to close the iFolder Account Creation Wizard.

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.

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

13a Right-click the iFolder Services 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.

13b Close the iFolder Preferences dialog box.

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

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

the iFolder browser. Continue with Section 3.6, “Creating and Uploading an iFolder,” on

page 41.

 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 download icon indicates that the iFolder is available for download. Continue with Section 3.10,

“Downloading an Available iFolder,” on page 51.

2.3 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 password for your iFolder account if you want to

log in automatically whenever the iFolder client starts. You can enable Remember password on this computer when you configure the account or by modifying the account settings later.

Whenever your password changes, automatic authentication fails gracefully the next time you attempt to log in to the iFolder account. When iFolder prompts you to log in, you can enter the new password and select the Remember password check box again if desired.

 Log In As Needed: Deselect the Remember password check box if you want to log in to an

iFolder account only as needed.

22 Novell iFolder 3.8 Cross-Platform Help

To enable or disable Remember password feature for an existing iFolder account:

1 Right-click the iFolder Services 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 password.

5 Provide the password in the Password field.

6 Click Close for successful completion.

7 Click Close 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 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 password is enabled for the account, you are not prompted to enter a password unless your password has expired.

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

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

2.4 Viewing and Modifying iFolder Account Settings

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

Managing iFolder Accounts and Preferences 23

Table 2-1 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.

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.

Address Displays 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

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

Password Allows you to specify the password for your

username.

Account Properties > Server tab

Account Properties > Identity tab

Yes

24 Novell iFolder 3.8 Cross-Platform Help

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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). You can also view the space available in the iFolder main window for each server you have connected to.

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

Managing iFolder Accounts and Preferences 25

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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 or later 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® 3.7

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, which are available under Security menu. For more information on Encryption settings, see “Managing

Passphrases for Encrypted iFolders” on page 53

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 in the notification area, then select Account Settings to

open iFolder Preferences to the Accounts tab.

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

 Online (select to connect; deselect to disconnect)

 Server Name (view only)

 User Name (view only)

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

Properties dialog box to the Server tab.

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

 Name (view only)

26 Novell iFolder 3.8 Cross-Platform Help

 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)

3 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)

4 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)

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

Preferences dialog box.

2.5 Configuring iFolder Preferences for the Client

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

the iFolder Preferences dialog box to the General tab.

2 Specify your preferences for the following:

Managing iFolder Accounts and Preferences 27

Parameter Description

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Start iFolder when logging in to the desktop (Available only in windows client)

Display confirmation dialog on successful creation of iFolder

Hide iFolder main window at startup

Display synchronization logs

Display notifications for policy violations

Notify when iFolders are shared

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 check box 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 check box to stop receiving the confirmation message.

Deselect this check box to display the iFolder window on startup.

Select this check box if you want the iFolder window to remain hidden on startup.

Select this check box if you want to display synchronization logs on startup.

Deselect this check box if you want to hide synchronization logs on startup.

Select this check box to display a pop-up message in the notification area whenever a policy is violated.

Select this check box to display a pop-up message in the notification area whenever you receive a new invitation to share an iFolder.

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

Notify when conflicts arise

Notify when a user joins the iFolder domain

Select this check box to display a pop-up message in the notification area whenever a conflict occurs on synchronizing files.

Deselect this check box 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 check box to display a pop-up message in the notification area whenever a user accepts an invitation to share an iFolder.

Deselect this check box to disable the pop-up messages.

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.

28 Novell iFolder 3.8 Cross-Platform Help

Parameter Description

Synchronization Automatically Synchronize iFolders: Select this check box to enable

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. The default is 5 minutes if this option is enabled. The minimum interval can be set to 5 seconds.

If you use the iFolder client with Novell iFolder 3.7 or later server, 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.

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3 Click Close to close the iFolder Preferences dialog box.

2.6 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.

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 cannot 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, reconfigures 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.

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

 Section 2.6.1, “Using a Local Dynamic Port,” on page 30

 Section 2.6.2, “Using a Local Static Port,” on page 30

Managing iFolder Accounts and Preferences 29

2.6.1 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.

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.

2.6.2 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.

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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

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.

</section>

</configuration>

3a 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:

30 Novell iFolder 3.8 Cross-Platform Help

4 Start the iFolder client.

For more information, see Section 2.1, “Starting the iFolder Client,” on page 17.

2.7 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.

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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.

2.8 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.

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 3.7 or later enterprise server, you can also

access files from anywhere with Novell iFolder 3.7 or later 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.

Managing iFolder Accounts and Preferences 31

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.

To delete an iFolder account:

1 Right-click the iFolder Services 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.

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

Do one of the following:

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

Remove my iFolder and files from the server is deselected, then click Ye s.

 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.

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2.9 Logging Out of an iFolder Account

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

 Section 2.9.1, “Macintosh,” on page 32

 Section 2.9.2, “Linux,” on page 32

 Section 2.9.3, “Windows,” on page 32

2.9.1 Macintosh

1 Click the iFolder Services icon in the dock, then select Accounts to open the iFolder

Preferences dialog.

2 Click the Accounts icon from the toolbar to view a list of accounts in the current iFolder

domain.

3 Locate the account you want to manage, then click Logout to disconnect from the iFolder

server.

2.9.2 Linux

1 Right-click the iFolder Services 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 to

disconnect from the iFolder server.

3 Click Close to close the iFolders Preferences dialog box.

2.9.3 Windows

1 Right-click the iFolder Services icon in the notification area, then select Accounts to open

the iFolder Preferences dialog to the Accounts tab.

32 Novell iFolder 3.8 Cross-Platform Help

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.

2.10 Exiting the iFolder Client

To exit from the iFolder client follow any of the options given below:

 Right-click the iFolder Services icon in the notification area, then select Quit.

 Click iFolder > Quit

When you select Quit, iFolder displays a confirmation message. Click Ye s to confirm your action.

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 2.9, “Logging Out of an iFolder

Account,” on page 32.

You can have multiple accounts, each created on different host server (domain).

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2.11 What’s Next

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

 Chapter 3, “Managing iFolders,” on page 35

 Chapter 4, “Novell iFolder Migration And Upgrade,” on page 63

Managing iFolder Accounts and Preferences 33

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34 Novell iFolder 3.8 Cross-Platform Help

Managing iFolders

An iFolderTM is a local directory used to selectively share and synchronize files with user-specified members. iFolder files can be modified and read by those with privileges to do so.

This section discusses the following tasks for iFolder:

 Section 3.1, “Guidelines for the Location and Use of iFolders,” on page 35

 Section 3.2, “Guidelines for File Types and Sizes to Not Synchronize,” on page 37

 Section 3.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 37

 Section 3.4, “Understanding iFolder Icons,” on page 38

 Section 3.5, “iFolder Browser,” on page 40

 Section 3.6, “Creating and Uploading an iFolder,” on page 41

 Section 3.7, “Sharing an iFolder,” on page 47

 Section 3.8, “Viewing and Hiding Available iFolders,” on page 50

 Section 3.9, “Merging iFolders,” on page 50

 Section 3.10, “Downloading an Available iFolder,” on page 51

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 Section 3.11, “Viewing and Configuring Properties of an iFolder,” on page 52

 Section 3.12, “Managing Passphrases for Encrypted iFolders,” on page 53

 Section 3.13, “Changing the Password,” on page 57

 Section 3.14, “Setting an iFolder Quota,” on page 57

 Section 3.15, “Synchronizing Files,” on page 57

 Section 3.16, “Resolving File Conflicts,” on page 58

 Section 3.17, “Moving an iFolder,” on page 59

 Section 3.18, “Reverting an iFolder to a Normal Folder,” on page 60

 Section 3.19, “Removing Membership From a Shared iFolder,” on page 60

 Section 3.20, “Deleting an iFolder,” on page 61

 Section 3.21, “What’s Next,” on page 62

3.1 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 3.3, “Naming Conventions for an iFolder and Its

Folders and Files,” on page 37.

Managing iFolders

 The iFolder must reside on a local hard drive; the location cannot be on a network drive or non-

physical drive.

 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 <Home Directory>\.local\share\simias

subdirectory

 Windows: In the C:\Documents and

Settings\WindowsLogonUsername\Local Settings\Application Data\simias directory

 Macintosh: In the $HOME/.local/share/simias

 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 and LDAPGroups that are provisioned in the same iFolder server or domain.

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 An iFolder is available to all the members of an LDAPGroup when it is shared with that

LDAPGroup.

 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 3.6.4, “Creating

iFolders on a FAT32 Mount Point (Linux),” on page 46.

 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.

36 Novell iFolder 3.8 Cross-Platform Help

3.2 Guidelines for File Types and Sizes to Not Synchronize

When the iFolder client is used, your iFolder administrator might specify file type restrictions and maximum file size restrictions at the system, user, LDAPGroup 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.

3.2.1 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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3.2.2 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.

3.2.3 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

3.3 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.

Managing iFolders 37

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.

 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.

 The maximum name length for single path component depends upon the client file system. For

filenames, the maximum length includes the dot (.) and file extension.

When you attempt to download or synchronize an iFolder whose name length exceeds the maximum limit supported by the file system, iFolder displays an error message.

 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.

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3.4 Understanding iFolder Icons

The following table describes iFolder icons and related tasks.

Table 3-1 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 Create iFolder icon is displayed in the iFolder browser.

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 3.6, “Creating and Uploading an

iFolder,” on page 41.

The iFolder Download icon is displayed when an iFolder is available to you on the specified server, but you have not downloaded it to your local machine.

You can download any combination of iFolders from different accounts to the local computer. For information, see Section 3.10, “Downloading an Available iFolder,” on

page 51.

38 Novell iFolder 3.8 Cross-Platform Help

iFolder Icon Description

The encrypted iFolder icon (locked iFolder) indicates that the iFolder is encrypted and is displayed in the iFolder browser.

The passphrase provided at the time of login enables you to retrieve the files in the encrypted iFolder. For more information on Encryption, see Section 3.12, “Managing

Passphrases for Encrypted iFolders,” on page 53.

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 2.3,

“Logging In to an iFolder Account,” on page 22.

 The account is disabled on the client side; that is, the Automatically connect

parameter is disabled. For information, see Automatically connect in Section 2.4,

“Viewing and Modifying iFolder Account Settings,” on page 23.

 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 2.6, “Configuring Local Firewall Settings for iFolder Traffic,” on page 29.

 Your network connection is down. Check your local network settings.

The iFolder Conflict icon indicates that there is a file conflict between the local copy and the server copy. Resolve the conflict by indicating which version of the file to keep. For more information on file conflict, see Section 3.16, “Resolving File Conflicts,” on

page 58.

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 policy conflict due to file size limit or limit on number of iFolders.

In the Sharing dialog box, the iFolder Owner User icon indicates that the user owns the shared iFolder.

Managing iFolders 39

iFolder Icon Description

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.

3.5 iFolder Browser

The iFolder browser enables you to manage your iFolders. The table given below summarizes the iFolder browser elements:

Table 3-2 iFolder Browser Elements

Element Name Description

Create iFolder Enables you to convert a folder on the local

machine to an iFolder and upload it to the iFolder server that you are connected to.

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For more information, see Section 3.6, “Creating

and Uploading an iFolder,” on page 41

Synchronize now Enables you to immediately initiate a

synchronization of iFolders on the local machine and the server.

Share with Enables you to share your iFolder with other users.

For more information, see Section 3.7, “Sharing an

iFolder,” on page 47

Revert to a normal folder Enables you to revert an iFolder to a normal folder.

You can also delete the iFolder from the server. For more information, see Section 3.18, “Reverting an

iFolder to a Normal Folder,” on page 60

Server Displays the IP address of the iFolder server that

you are connected to.

Name Displays the name of the selected iFolder.

Owner Displays the name of the owner of the selected

iFolder.

Rights Displays the rights that the owner of the iFolder

possesses.

Files/folder to synchronize Indicates the number of files or folders that are

awaiting synchronization.

Last successful sync time Indicates the time and date of the last successful

Download an iFolder Enables you to download an iFolder from the

40 Novell iFolder 3.8 Cross-Platform Help

synchronization

iFolder server to your local machine.

For more information, see Section 3.10,

“Downloading an Available iFolder,” on page 51

Element Name Description

iFolder type Indicates if the selected iFolder is encrypted or

regular.

iFolder size Displays the size of the selected iFolder.

Merge Merge helps you consolidate the iFolder data and

minimize the data transfer between iFolder server and client. You can merge the content in an iFolder on the server with the content on an existing local machine folder content. For more information, see

Section 3.9, “Merging iFolders,” on page 50

Delete from server Enables you to delete the selected iFolder from the

server.

Domain list Displays the list of servers where you have an

account configured.

Connect/Disconnect Enables you to connect to or disconnect from an

iFolder server. If you are connected to the iFolder server, the Disconnect button is displayed and if you are not connected to any iFolder server, the

Connect button is displayed.

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Resolve Enables you to resolve file conflicts. To resolve file

version conflicts, you must select the correct version in the Conflict Resolution dialog box. For more information, see Section 3.16, “Resolving File

Conflicts,” on page 58

User Displays the name of the user logged into the

selected iFolder server.

No of iFolders Displays the total number of iFolders on the iFolder

server and the local machine for the selected iFolder server.

Disk Quota Displays the values of Used and Available fields.

Used Displays the total amount of server disk space

currently consumed by all files and directories on the selected iFolder server.

Available Displays the total amount of server disk space

currently available for files or directories in the selected iFolder server.

Automatic sync Displays the time interval between two consecutive

automatic sync cycles

3.6 Creating and Uploading an iFolder

You can create an iFolder by converting an existing folder that satisfies the following guidelines:

 Section 3.1, “Guidelines for the Location and Use of iFolders,” on page 35

 Section 3.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 37

Managing iFolders 41

If the folder does not exist, you can browse to a location and create the new folder as part of the process.

IMPORTANT: You can share only the regular iFolders. Encrypted iFolders cannot be shared.

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.

When you exceed the limit for number of iFolders an individual user can create, iFolder displays an error message. For example, if your administrator has set the policy for Number of iFolder per user to 10 and you attempt to create the eleventh iFolder, you will receive a notification about the policy violation.

 Section 3.6.1, “Linux,” on page 42

 Section 3.6.2, “Windows,” on page 44

 Section 3.6.3, “Macintosh,” on page 45

 Section 3.6.4, “Creating iFolders on a FAT32 Mount Point (Linux),” on page 46

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3.6.1 Linux

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 42

 “Creating iFolders in a File Manager” on page 43

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 .

 Right-click the iFolder Services icon , then click iFolders.

2 Click Create iFolder.

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 you want to create an

encrypted iFolder or a regular one.

42 Novell iFolder 3.8 Cross-Platform Help

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 regular iFolders, and this option is selected by default. In this case, both the options for Type are disabled.

 Select Passphrase Encryption to enable encryption for the selected iFolder.

If you have not set the passphrase during the login session, and you select Passphrase Encryption, it prompts you to enter the passphrase. Specify the passphrase in the

Passphrase dialog box.

 Select Regular 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 Select Secure Sync to enable secure synchronization of files in the iFolder you are creating.

You can enable secure channel for both regular and encrypted iFolders. With this option selected, iFolder allows you use a secure channel to synchronize between iFolder on the server and on the local machine.

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NOTE: You can also enable secure sync for a selected iFolder on your machine by using the right-click iFolder > Properties option in the iFolder main window. For that, right-click the iFolder and select Properties and in the General tab, select the Secure Sync check box.

8 Click OK.

The iFolder appears in the iFolders on This Computer list.

9 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 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.

Managing iFolders 43

3.6.2 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 44

 “Creating iFolders in a File Manager” on page 45

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.

 Right-click the iFolder Services icon, then click iFolders.

2 Click Create iFolder.

3 From the drop-down list, select the iFolder account you want to use for this iFolder.

If you have multiple iFolder accounts, the default account is listed first. You can use the dropdown list to select a different account.

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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 regular iFolders, and this option is selected by default. In this case, both the options for Type are disabled.

 Select Passphrase Encryption to enable encryption for the selected iFolder.

If your administrator has set your encryption policy to On, you are permitted to create encrypted or shared iFolders.

If you did not set the passphrase during the login session, and you select Passphrase Encryption, it prompts you to enter the passphrase.

 Select Regular 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 Select Secure Sync to enable secure synchronization of files in the iFolder you are creating.

44 Novell iFolder 3.8 Cross-Platform Help

8 Click OK.

The iFolder appears in the iFolders on This Computer list.

9 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.

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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 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.

3.6.3 Macintosh

You can create iFolders with the iFolder browser, which is available in the client application.

1 Click the iFolder Services icon from the dock to open the iFolder browser.

2 Use one of the following methods to open the browser.

 Click New in the toolbar

 Click File > New in the menu bar

3 In the browser, navigate to the directory where you want to create an iFolder.

4 Select the normal folder you want to make into an iFolder, then click Open.

5 Select the iFolder type from one of the following from the given options:

Managing iFolders 45

 Select Passphrase Encryption to enable encryption for the selected iFolder.

If your administrator has set your encryption policy to On, you are permitted to create encrypted or shared iFolders.

If you did not set the passphrase during the login session, and you select Passphrase Encryption, it prompts you to enter the passphrase.

 Select Regular to enable sharing for the selected iFolder.

6 Select Secure Sync to enable secure synchronization of files in the iFolder you are creating.

7 Click OK.

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The iFolder appears in the iFolder browser window.

3.6.4 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.

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

46 Novell iFolder 3.8 Cross-Platform Help

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:

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/dev/hda4 /home/jsmith/fat32mntpt vfat uid=jsmith

3.7 Sharing an iFolder

You can share an iFolder with multiple users. This section discusses the following tasks:

 Section 3.7.1, “Understanding User Access Rights,” on page 47

 Section 3.7.2, “Accessing the Sharing Tab,” on page 48

 Section 3.7.3, “Adding a User to an iFolder,” on page 48

 Section 3.7.4, “Modifying User Access Rights,” on page 49

 Section 3.7.5, “Removing a User from an iFolder,” on page 49

 Section 3.7.6, “Transferring Ownership to an iFolder User,” on page 49

3.7.1 Understanding User Access Rights

The following table describes the capabilities associated with each level of access for users or LDAPGroup.

IMPORTANT: All the members of an LDAPGroup inherit the access rights set for that LDAPGroup.

Table 3-3 Capabilities of iFolder Owners and Members Based on Their User Access Rights

Capability Owner

With an enterprise server, the space consumed by the iFolder on the server is charged against the user’s quota

YesNoNoNo

Member with Full Control

Member with Read/Write

Member with Read Only

Managing iFolders 47

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Capability Owner

Transfer ownership to another member whose state is iFolder User

Set a quota for the iFolder No 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

Set up an iFolder on multiple computers Yes Yes Yes Yes

Revert an iFolder (do not participate on a local computer)

YesNoNoNo

Yes Yes No No

Yes Yes, except

Yes Yes Yes No

Yes Yes Yes Yes

Member with Full Control

the owner

Member with Read/Write

No No

Member with Read Only

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

3.7.2 Accessing the Sharing Tab

You can manage membership for the iFolder from the Sharing tab in the iFolder Properties dialog box.

IMPORTANT: You can share iFolders only if the iFolder administrator has enabled the sharing policy for your account.

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.

 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.

3.7.3 Adding a User to an iFolder

1 On the Sharing tab, click Add to open the Select User dialog box.

48 Novell iFolder 3.8 Cross-Platform Help

2 From the list of users, select one or more users or LDAPGroups by adding them to the Users to

add 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.

3 On the Sharing tab, select one or more users who you want to assign the same access right.

4 Click Rights, 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 or LDAPGroups to share

the iFolder and have set their access rights.

6 Click Close to close the iFolder Properties window.

3.7.4 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 Rights, then specify the Full Control, Read/Write, or Read Only right.

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When you first invite a user or LDAPGroup 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. When you transfer the ownership to an LDAPGroup, all the members of that LDAPGroup get the ownership rights.

3 Click OK, then click OK to close the iFolder Properties window.

3.7.5 Removing a User from an iFolder

To unshare an iFolder, you must remove a user or an LDAPGroup as a member of an iFolder. The iFolder on the user’s or LDAPGroup member’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, and then click Yes.

3.7.6 Transferring Ownership to an iFolder User

The owner of an iFolder can transfer ownership of the iFolder to another individual member or LDAPGroup 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. When an LDAPGroup becomes the owner of an iFolder, all the members of the group get the ownership rights.

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 Rights.

3 Select Make this user the owner of the iFolder.

Managing iFolders 49

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.

3.8 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.

3.9 Merging iFolders

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Merge helps you consolidate the iFolder data and minimize the data transfer between iFolder server and client. You can merge the content in an iFolder on the server with the content on an existing local machine folder content.

 Section 3.9.1, “iFolder-to-Folder Merge,” on page 50

 Section 3.9.2, “Moving Existing iFolders to Different Locations,” on page 51

 Section 3.9.3, “Merging Migrated 2.x iFolders with 3.7 or later iFolders,” on page 51

3.9.1 iFolder-to-Folder Merge

You can merge an iFolder and a normal folder with the same name. For example, you can merge the content of an iFolder named corporate with that of a normal folder named corporate.

Assume that the corporate iFolder has three sub folders: hr, finance, and marketing. You want to download the content of corporate iFolder to the folder named corporate, which contains only the hr and finance folders. In this case, you don’t need to download all the three folders to the corporate folder and increase the transfer rate. Instead, you can merge the corporate iFolder to the corporate folder so that the Merge to folder feature intelligently avoids downloading the sub folders hr and finance, and downloads only marketing sub folder. If the data in the corporate iFolder and corporate folder is different, a version conflict is displayed. You can resolve the conflicts manually. Similarly, if filename conflict is displayed, you can resolve it manually.

To merge an iFolder on the server to an existing local machine folder content:

1 In the iFolder browser, right-click the desired iFolder from the list of iFolders on the selected

server, then select Merge to folder.

2 Browse and select the folder and click OK.

Now, the contents of these two folders are compared and the files that are not present in the folder is downloaded from the iFolder. The files that are not present in the iFolder, but available in the folder are uploaded.

50 Novell iFolder 3.8 Cross-Platform Help

3.9.2 Moving Existing iFolders to Different Locations

To move an existing iFolder named corporate to a different location on the client machine:

1 Convert the corporate iFolder into a normal folder.

IMPORTANT: You must not delete the iFolder on the server.

For more information, see Section 3.18, “Reverting an iFolder to a Normal Folder,” on

page 60.

2 Move the corporate folder to a different location.

IMPORTANT: You must not change the folder name while it is being moved.

3 In the iFolder browser window, select the corporate iFolder on the server, then click Merge

to folder.

4 Select the corporate folder on the local machine, then click OK to merge the content.

NOTE: If you use Sychronize Now (instead of Merge to folder), as described in Section 3.17,

“Moving an iFolder,” on page 59, it checks for all the data in the iFolder on the server, and

synchronizes all the data.Thus it increases data transferring time. In other hand, Merge to folder minimize the data transfer as it only merges the contents of the iFolder and the normal folder.

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For more information on merging, see Section 3.9.1, “iFolder-to-Folder Merge,” on page 50.

3.9.3 Merging Migrated 2.x iFolders with 3.7 or later iFolders

You can merge a migrated 2.x iFolder with an iFolder created in iFolder 3.7 or later server. For more information on migration, see Chapter 4, “Novell iFolder Migration And Upgrade,” on page 63.

After migration, the 2.x iFolders are moved to the iFolder 3.7 or later server. You can choose to download the migrated iFolders on the 3.7 or later server to the client machine. However, those iFolders might already exist on the client machine. If this is the case, use the merge functionality to avoid unnecessary data transfer from server to the client.

To merge migrated 2.x iFolders with 3.7 or later iFolders,

1 Migrate the 2.x iFolders to the iFolder 3.7 or later domain.

2 Convert the 2.x iFolders on the local machine to normal folders.

3 Select the server copy of each iFolder and click Merge to folder.

4 To merge the content, select the normal folder and click OK.

3.10 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 pop-up message in the notification area.

Managing iFolders 51

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 , 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 3.1, “Guidelines for the Location and Use of iFolders,” on page 35

 Section 3.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 37

5 Click OK twice.

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3.11 Viewing and Configuring Properties of an iFolder

Use the iFolders Properties page to view and configure the following information about a selected iFolder.

 Section 3.11.1, “Understanding iFolder Properties,” on page 52

 Section 3.11.2, “Accessing iFolder Properties from a File Manager,” on page 53

 Section 3.11.3, “Accessing iFolder Properties from the iFolder Browser,” on page 53

3.11.1 Understanding iFolder Properties

The following parameters report the disk space used on the server:

Table 3-4 Storage Parameters for iFolders Stored on the iFolder Server

Parameter Description

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.

Quota 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:

52 Novell iFolder 3.8 Cross-Platform Help

Table 3-5 Synchronization Parameters for iFolders Stored Locally

Parameter Description

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Last Successful Synchronization

Files/Folders to Synchronize The total number of storage items (files and folders) in the iFolder that

Automatically Synchronizes Every

Secure Sync Enables secure synchronization of files in the iFolder you are creating.

Synchronize Now Click the button to initiate a synchronization on demand.

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.

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.

You can enable secure channel for both regular and encrypted iFolders. If this option is selected, iFolder enables you to use a secure channel to synchronize between iFolders on the server and on the local machine.

3.11.2 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.

3.11.3 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.

3.12 Managing Passphrases for Encrypted iFolders

An encrypted iFolder has a unique data encryption key that is auto-generated during iFolder creation. The key is encrypted by using a passphrase provided by the user and also by using the public key of the recovery agent.

The recovery agent is selected during the iFolder account creation process if the iFolder administrator has enabled the encryption policy on the server.

If the iFolder administrator has enabled encryption, a dialog box is displayed during iFolder creation for you to enter your passphrase. iFolder uses the passphrase to generate a unique encryption key to encrypt or decrypt the iFolder data on the iFolder server. If you forget the passphrase, you cannot access the iFolder data. You must reset your passphrase to gain access to the iFolder data.

Managing iFolders 53

3.12.1 Recovering an encrypted iFolder

Use the Passphrase Recovery Wizard to reset the passphrase and recover an encrypted iFolder. Follow the steps given below to launch the Passphrase Recovery Wizard:

1 In the iFolder browser, click Security > Forgot Passphrase to launch the wizard.

2 From the iFolder Account list, select the domain for which the passphrase must be reset and

click Forward.

During the iFolder account creation process, if Server_Default option was selected as the recovery agent, then the Set New Passphrase page is displayed.To reset the new passphrase, see

“Resetting the passphrase when recovery agent is Server_Default” on page 54.

On the other hand, if you selected a recovery agent other than Server_Default, then you must reset the passphrase using “Resetting the passphrase when recovery agent is not

Server_Default” on page 54.

Resetting the passphrase when recovery agent is Server_Default

To set the new passphrase, perform the following steps:

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1 In the Set New Passphrase page, specify the new passphrase in the New Passphrase field.

2 Re-enter the new passphrase in the Confirm Passphrase field.

3 Specify the password in the Password field, then click Forward.

4 After the passphrase is reset successfully, click Finish to close the wizard.

Resetting the passphrase when recovery agent is not Server_Default

To reset the passphrase when the recovery agent selected is not Server_Default, follow the steps given below:

1 The Welcome page of the wizard displays information regarding the information you need to

reset the passphrase. Click Forward to display the Passphrase Recovery Mechanism page.

2 There are three methods you can use within the wizard to reset your passphrase:

 Using the secret file and its password: The secret file and its password are used to reset

the passphrase. If you have maintained the secret file and its password, you can use the wizard to specify the location of the secret file and provide its password. To reset the paasphrase using the secret file, see “Using the Secret File to Reset the Passphrase” on

page 55.

NOTE: You obtain the secret file and its password from the iFolder administrator.

 Using the new data file: The new data file can also be used to reset the passphrase. You

can get the new data file from the administrator after performing an export operation of the old data file. To reset the passphrase using the new data file, see “Using the New Data

File to Reset the Passphrase” on page 56.

 Exporting the old data file: If you don't have the secret file or the new data file, you can

use the wizard to export the old data file, then you e-mail the file to your administrator. When the administrator sends back the new data file, you can use the wizard to reset your passphrase. To export the old data file, see “Using an Exported File to Reset the

Passphrase” on page 56.

54 Novell iFolder 3.8 Cross-Platform Help

The following table summarizes the decisions you make.

Table 3-6 Passphrase recovery wizard settings

Settings Description

iFolder Account list Displays the list of configured iFolder accounts. By

default the first logged in account is selected.

Location of secret file Denotes the location of the private key file of the

certificate that can be obtained from the iFolder administrator.

Secret password Represents the password to the secret key file.

One time password Represents the password that is used by the

administrator to encrypt the new data file.

Location of new data file Denotes the location of the decrypted key file. The

new data file is obtained from the iFolder administrator after performing an export operation of old data file.

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Location to save old data File Denotes the location to save the exported key file.

After exporting the old data file, you can e-mail it to your administrator. The administrator then sends you the new data file.

New Passphrase Represents the new passphrase that you enter

which is used to encrypt the unique data encryption key that is auto generated during iFolder creation.

Confirm Passphrase Represents the new passphrase that you must re-

enter.

Using the Secret File to Reset the Passphrase

To reset the passphrase using the secret file, perform the following steps:

1. Select I have the secret file and its password option, then click Forward.

2. Fill in the following fields:

Location of secret file: Specify the location of the secret file, or click the Browse button to locate and select the secret file.

Secret Password: Specify the password to the secret file.

New passphrase: Specify the new passphrase.

Confirm passphrase Re-enter the new passphrase.

3. Click Forward to reset the passphrase.

4. Click Finish to close the wizard.

NOTE: You obtain the secret file and its password from the iFolder administrator.

Managing iFolders 55

Using the New Data File to Reset the Passphrase

To reset the passphrase using the new data file, perform the following steps:

1. Select I have the new data file sent by the administrator option, then click Forward.

2. In the Location of new data file field, specify the location of the new data file, or click the Browse button to locate and select the new data file.

3. If the new data file that you receive from the administrator is encrypted, select Is the above file encrypted? check box. When you select this check box, the One time password field is enabled.

4. In the One time password field, specify the password that is used by the administrator to encrypt the new data file.

5. In the New passphrase field, specify the new passphrase.

6. In the Confirm passphrase field, re-enter the new passphrase.

7. Click Forward to reset the passphrase.

8. Click Finish to close the wizard.

Using an Exported File to Reset the Passphrase

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To reset the passphrase when you don't have the secret file or the new data file:

1. Select I have no secret or data file option, then click Forward.

2. In the Location to save old data file field, specify the location where the old data file must be saved or click the Browse button to specify the location to save the old data file.

3. Click Forward to obtain the old data file. The location of the old data file and the email address of the iFolder administrator is displayed. You can use this information to obtain the new data file.

4. Click Finish to close the wizard.

5. E-mail the old data file to your iFolder administrator with a request to receive the new data file in return.

6. When you receive the new data file, see “Using the New Data File to Reset the Passphrase” on

page 56 to reset your passphrase.

3.12.2 Changing the Passphrase

For security reasons, you must change your passphrase periodically. You can reset the passphrase by using the one-time passphrase sent by your Recovery agent.

1 In the iFolder browser, select Security > Change Passphrase.

2 In the Change Passphrase window, select the iFolder account you want to reset the passphrase

for and specify the following details:

Enter Passphrase: Specify your current passphrase.

Enter New Passphrase: Specify the new passphrase you want to set for the current iFolder

account.

Retype Passphrase: Specify the new passphrase again for confirmation.

Recovery Agent: Select the Recovery agent you have set for the current iFolder account.

3 Click Reset.

56 Novell iFolder 3.8 Cross-Platform Help

3.13 Changing the Password

You can change the password of your iFolder account.

1 In the iFolder browser, select Security > Change Password.

2 In the Change Password window, select the iFolder account for which you want to change the

password and specify the following details:

Current password: Specify your current password.

New password: Specify the new password that you want to set for the current iFolder account.

Confirm new password: Specify the new password again for confirmation.

Remember password: Select Remember password check box to automatically log in to the

iFolder account whenever you log in to your computer.

3 Click Reset.

NOTE: iFolder changes password directly in the LDAP server. If the same LDAP server is a user management source for other applications, then the new password will be applicable to those applications as well. After you change your password, the iFolder session will expire and you will be logged out. You must then log in again to connect to iFolder services.

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3.14 Setting an iFolder Quota

You cannot set a quota for the iFolders you own. The iFolder administrator set the quota for your user account. The administrator can set the quota on four different levels: System level, LDAPGroup level, User level and iFolder level.

For more details on viewing the quota properties set for your account, see the following:

 Quota

 Storage Parameters for iFolders Stored on the iFolder Server

If the administrator enabled a iFolder quota that is less than your current total space for iFolder data, the data stops synchronizing until it is decreased below the limit or until the quota is increased to a value that is larger than the your total space consumed.

3.15 Synchronizing Files

 Section 3.15.1, “Synchronizing Files on Demand,” on page 57

 Section 3.15.2, “Configuring the Synchronization Interval,” on page 58

3.15.1 Synchronizing Files on Demand

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 Synchronize Now.

Managing iFolders 57

3.15.2 Configuring the Synchronization Interval

1 In the notification area, right-click the iFolder Services 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, 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.

3.16 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.

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To resolve file conflicts, see the following:

 Section 3.16.1, “Resolving File Version Conflicts,” on page 58

 Section 3.16.2, “Resolving Filename Conflicts,” on page 59

3.16.1 Resolving File Version Conflicts

To resolve file version conflicts, you must select the correct version in the Conflict Resolution dialog box.

1 In the notification area, right-click the iFolder Services 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.

You can view two versions of the same file:

 Local Version: File saved on your local machine.

 Server Version: File saved on the server.

You can view the details about the file on your local machine and the file on the server to determine which version of the file you want to keep.

3 Click Open for each file to view the files.

4 Select any of the following options for Save to iFolder based on your preference.

Local Version: Select this option if you want to save the local version to the iFolder.

Server Version: Select this option if you want to save the server version to the iFolder.

58 Novell iFolder 3.8 Cross-Platform Help

5 Select Enable to enable the Save to Conflict Bin option. When you enable this option, the file in

conflict is automatically selected to be saved in the Conflict bin. Your selection decides which version to be saved in the Conflict bin locally for later use.

6 When you are done resolving the conflict, click Save.

3.16.2 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.

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1 In the notification area, right-click the iFolder Services 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.

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.

3.17 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.

Managing iFolders 59

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.

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.

3.18 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.

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1 In a file manager or the iFolder browser, locate the iFolder that you want to revert to a normal

folder.

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 iFolder > 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 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.

3.19 Removing Membership From a Shared iFolder

To remove membership from a downloaded shared iFolder:

60 Novell iFolder 3.8 Cross-Platform Help

IMPORTANT: Individual members of an LDAPGroup are not allowed to remove their membership from an iFolder if that iFolder is shared with that LDAPGroup.

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.

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.

3 Click OK to confirm your action.

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3.20 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.

You can delete the local copy of the iFolder that is shared with the LDAPGroup you are a member of. However, you cannot delete your membership from that iFolder.

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 3-7 What to Expect When You Delete an iFolder

Access Right of the User Who Deletes the iFolder

Owner Ends the share

Full Control User Removes the user from

Read/Write User Removes the

Share Relationship

relationship for the iFolder

the share

membership of 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 Removes the

membership of the user from the share

No effect Reverts the local copy of

the iFolder to a normal folder

The following table outlines the effect on the share relationship and the member iFolders based on the Access right of the LDAPGroup member who deletes the iFolder.

Managing iFolders 61

Table 3-8 What to Expect When an LDAPGroup Member Deletes an iFolder

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Access Right of the LDAPGroup Member who Deletes the iFolder

Owner Ends the share

Full Control LDAPGroup No effect Not allowed to delete the

Read/Write LDAPGroup Not allowed to end the

Read Only LDAPGroup Not allowed end the

Share Relationship

relationship for the iFolder

share relationship

Server Copy of the iFolder

Deletes the iFolder metadata and contents from the server

iFolder from the server

Not allowed to delete the iFolder from the server

Member Copies of the iFolder

Reverts the iFolder to a normal folder for all users

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.

3.21 What’s Next

For information about migration and upgrade, see the following:

 Chapter 4, “Novell iFolder Migration And Upgrade,” on page 63

62 Novell iFolder 3.8 Cross-Platform Help

Novell iFolder Migration And

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Upgrade

This section discusses user-friendly migration to iFolder 3.7 or later client from the Novell iFolder

2.x client. It also discusses the upgrade of the client from iFolder 3.x to iFolder 3.7 or later.

 Section 4.1, “Migrating from iFolder 2.x to iFolder 3.7 or later,” on page 63

 Section 4.2, “Upgrading iFolder 3.x Clients,” on page 65

 Section 4.3, “Coexistence of Novell iFolder 2.x and iFolder Clients,” on page 65

4.1 Migrating from iFolder 2.x to iFolder 3.7 or later

This section discusses the following:

 Section 4.1.1, “Understanding the Migration Process,” on page 63

 Section 4.1.2, “Migration Procedure,” on page 63

4.1.1 Understanding the Migration Process

Novell iFolder provides a simple migration from iFolder 2.x client to iFolder 3.7 or later client. The Migration Assistant provided in the iFolder client helps you migrate the existing iFolder 2.x data 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 Step 6 on page 64.

iFolder prompts you about the resynchronization of the files to 3.7 or later server, and asks whether you need to retain the 2.x client until the synchronization is complete. During this process, only the data gets migrated, hence, the user has to set the preference in the new client.

4.1.2 Migration Procedure

1 Install the iFolder client for iFolder 3.7 or later server, then configure your account for the

iFolder 3.7 or later enterprise server.

For information on installing the client and setting up the account, see “Managing iFolder

Accounts and Preferences” on page 17.

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 3.6, “Creating and

Uploading an iFolder,” on page 41.

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

migration.

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

Novell iFolder Migration And Upgrade

4 Select the 2.x iFolders you want to migrate.

Click Migrate to appear the Migration Assistant.

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

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

5 Click Forward to display the Migration options.

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 3.7 or later.

Create a copy of the iFolder and migrate: Select this option to create a copy of the iFolder 2.x files and convert them to iFolder 3.7 or later. This does not remove the files from the ifolder 2.x domain even after you migrate the files to iFolder 3.7 or later.

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 deselected, only the contents of the selected folder will be migrated to 3.7 or later.

novdocx (en) 24 March 2009

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

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, it create the ifolder2dir in the new location and the directories dir1 and dir2 are copied to it. If the option remains deselected, 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.

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 domain.

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

Click OK to confirm your action.

8 Click Forward to migrate the selected iFolder.

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

previous pages to make corrections.

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

Click Back to go back and make any necessary changes.

10 Click Finish to complete the migration.

64 Novell iFolder 3.8 Cross-Platform Help

4.2 Upgrading iFolder 3.x Clients

This section discusses the following:

 Section 4.2.1, “Automatically Upgrading to iFolder 3.7 or later Versions,” on page 65

 Section 4.2.2, “Manually Upgrading to iFolder 3.7 or later Versions,” on page 65

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 3.7 or later Versions

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 requested 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 cannot connect to the iFolder 3.7 or later domain with an iFolder 3.x client.

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1 From an iFolder 3.x client earlier than iFolder 3.7, 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 3.7 or later server, it displays an error message. Click OK to dismiss the message.

4.2.2 Manually Upgrading to iFolder 3.7 or later Versions

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

2 Enter the root password when it is requested.

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 Novell iFolder 2.x and iFolder Clients

The iFolder client for Novell iFolder 3.7 or later versions 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 65

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66 Novell iFolder 3.8 Cross-Platform Help

Novell IFOLDER 3.8 Cross-Platform Help

Specifications and Main Features

Frequently Asked Questions

User Manual

Novell iFolder 3.8 Cross-Platform Help

iFolder Help

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 File Synchronization

1.5.4 Migration

1.5.5 Encryption

1.5.6 Upgrade

1.5.7 Merge

1.5.8 Default iFolder

1.5.9 Enhanced Web Access

1.5.10 Synchronization Log

1.6 What’s Next

2.1 Starting the iFolder Client

Managing iFolder Accounts and Preferences

2.1.1 Linux

2.1.2 Windows

2.1.3 Macintosh

2.2 Configuring an iFolder Account

2.3 Logging In to an iFolder Account

2.4 Viewing and Modifying iFolder Account Settings

2.5 Configuring iFolder Preferences for the Client

2.6 Configuring Local Firewall Settings for iFolder Traffic

2.6.1 Using a Local Dynamic Port

2.6.2 Using a Local Static Port

2.7 Configuring Local Virus Scanner Settings for iFolder Traffic

2.8 Deleting an iFolder Account

2.9 Logging Out of an iFolder Account

2.9.1 Macintosh

2.9.2 Linux

2.9.3 Windows

2.10 Exiting the iFolder Client

2.11 What’s Next

Managing iFolders

3.1 Guidelines for the Location and Use of iFolders

3.2 Guidelines for File Types and Sizes to Not Synchronize

3.2.1 Operating System Files

3.2.2 Hidden Files

3.2.3 Database Files

3.3 Naming Conventions for an iFolder and Its Folders and Files

3.4 Understanding iFolder Icons

3.5 iFolder Browser

3.6 Creating and Uploading an iFolder

3.6.1 Linux

3.6.2 Windows

3.6.3 Macintosh

3.6.4 Creating iFolders on a FAT32 Mount Point (Linux)

3.7 Sharing an iFolder

3.7.1 Understanding User Access Rights

3.7.2 Accessing the Sharing Tab

3.7.3 Adding a User to an iFolder

3.7.4 Modifying User Access Rights

3.7.5 Removing a User from an iFolder

3.7.6 Transferring Ownership to an iFolder User

3.8 Viewing and Hiding Available iFolders

3.9 Merging iFolders

3.9.1 iFolder-to-Folder Merge

3.9.2 Moving Existing iFolders to Different Locations

3.9.3 Merging Migrated 2.x iFolders with 3.7 or later iFolders

3.10 Downloading an Available iFolder

3.11 Viewing and Configuring Properties of an iFolder

3.11.1 Understanding iFolder Properties

3.11.2 Accessing iFolder Properties from a File Manager

3.11.3 Accessing iFolder Properties from the iFolder Browser

3.12 Managing Passphrases for Encrypted iFolders

3.12.1 Recovering an encrypted iFolder

3.12.2 Changing the Passphrase

3.13 Changing the Password

3.14 Setting an iFolder Quota

3.15 Synchronizing Files