Novell IFOLDER 3.8 Cross-Platform User Guide

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Cross-Platform User Guide

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AUTHORIZED DOCUMENTATION

iFolder

3.8

November 2009

Novell iFolder 3.8 Cross-Platform User Guide

Legal Notices

Novell, Inc., makes no representations or warranties with respect to the contents or use of this documentation, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. Further, Novell, Inc., reserves the right to revise this publication and to make changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes.

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

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Copyright © 2004-2009 Novell, Inc. All rights reserved. Permission is granted to copy, distribute, and/or modify this document under the terms of the GNU Free Documentation License (GFDL), Version 1.2 or any later version, published by the Free Software Foundation with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the GFDL can be found at GNU Free Documentation Licence (http://www.fsf.org/licenses/

fdl.html).

THIS DOCUMENT AND MODIFIED VERSIONS OF THIS DOCUMENT ARE PROVIDED UNDER THE TERMS OF THE GNU FREE DOCUMENTATION LICENSE WITH THE FURTHER UNDERSTANDING THAT:

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Contents

About This Guide 11

1 Overview of iFolder 13

1.1 Benefits of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

1.2 Component Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.2.1 The iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.2.2 iFolder Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.2.3 iFolder Web Access Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.3 iFolder Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.4 Key Features of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.4.1 iFolder Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

1.4.2 iFolder Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

1.4.3 LDAPGroup Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

1.4.4 SSL Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

1.4.5 Merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

1.4.6 File Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

1.4.7 Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

1.4.8 Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1.4.9 Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1.4.10 Default iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1.4.11 Enhanced Web Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1.4.12 Synchronization Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

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2What’s New 19

2.1 What’s New for iFolder 3.8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.2 What’s New for iFolder 3.7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2.3 What’s New for iFolder 3.6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.4 What’s New for iFolder 3.4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.5 What’s New for iFolder 3.2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

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

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

2.8 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

3 Using iFolder with Novell iFolder 3.7 and Later Versions 23

3.1 Novell iFolder 3.7 and Later Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

3.2 Benefits of Using iFolder 3.7 and Later Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

3.3 Sharing iFolders Through iFolder Enterprise Server for 3.7 and Later Versions . . . . . . . . . . . 24

3.4 Key Features of iFolder 3.7 and Later Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

3.4.1 The iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

3.4.2 iFolder Enterprise Server Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

3.4.3 Shared iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

3.4.4 iFolder Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

3.4.5 Encryption Policy Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

3.4.6 Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.4.7 Multi-Server Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.4.8 Multi-Volume Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Contents 5

3.4.9 File Synchronization and Data Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

4 Comparing Novell iFolder 2.x with 3.7 and Later Versions 29

4.1 Client Features and Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

4.2 Web Access Features and Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

5 Getting Started 35

5.1 Prerequisites and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

5.1.1 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

5.1.2 Client Computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

5.1.3 Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

5.1.4 Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

5.1.5 Network Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5.1.6 Enterprise Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5.1.7 Web Access Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5.2 Installing the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5.2.1 Installing iFolder for Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5.2.2 Installing iFolder for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

5.2.3 Installing iFolder for Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

5.3 Updating iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

5.4 Updating Mono for Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

5.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

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6 Novell iFolder Migration And Upgrade 41

6.1 Migrating from iFolder 2.x to iFolder 3.7 and later Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . 41

6.1.1 Understanding the Migration Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

6.1.2 Migration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

6.2 Upgrading iFolder 3.x Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

6.2.1 Automatically Upgrading to iFolder 3.7 and later clients on Linux . . . . . . . . . . . . . . . 45

6.2.2 Manually Upgrading to iFolder 3.7 and later clients on Linux . . . . . . . . . . . . . . . . . . 46

6.2.3 Automatically Upgrading to iFolder 3.7 and later clients on Windows . . . . . . . . . . . . 46

6.2.4 Manually Upgrading to iFolder 3.7 and later clients on Windows . . . . . . . . . . . . . . . 47

6.2.5 Automatically Upgrading to iFolder 3.7 and later clients on Macintosh . . . . . . . . . . . 47

6.2.6 Manually Upgrading to iFolder 3.7 and later clients on Macintosh . . . . . . . . . . . . . . 47

6.3 Coexistence of Novell iFolder 2.x and iFolder Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

7 Managing iFolder Accounts and Preferences 49

7.1 Cross-Platform Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

7.2 Starting the iFolder Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

7.2.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

7.2.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

7.2.3 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

7.3 Configuring an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

7.4 Logging In to an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

7.5 Viewing and Modifying iFolder Account Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

7.6 Configuring iFolder Preferences for the Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

7.7 Configuring Local Firewall Settings for iFolder Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

7.7.1 Using a Local Dynamic Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

7.7.2 Using a Local Static Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

7.8 Configuring Local Virus Scanner Settings for iFolder Traffic . . . . . . . . . . . . . . . . . . . . . . . . . . 71

6 Novell iFolder 3.8 Cross-Platform User Guide

7.9 Changing the iFolder account password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

7.10 Deleting an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

7.11 Logging Out of an iFolder Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

7.11.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

7.11.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

7.11.3 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

7.12 Exiting the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

7.13 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

8 Managing Your iFolders 75

8.1 Guidelines for the Location and Use of iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

8.2 Guidelines for File Types and Sizes to Not Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

8.2.1 Operating System Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

8.2.2 Hidden Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

8.2.3 Database Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

8.3 Naming Conventions for an iFolder and Its Folders and Files . . . . . . . . . . . . . . . . . . . . . . . . . 77

8.4 Understanding iFolder Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

8.5 Creating and Uploading an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

8.5.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

8.5.2 Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

8.5.3 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

8.5.4 Creating iFolders on a FAT32 Mount Point (Linux) . . . . . . . . . . . . . . . . . . . . . . . . . . 85

8.6 Sharing an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

8.6.1 Understanding User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

8.6.2 Accessing the Sharing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

8.6.3 Adding a User to an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

8.6.4 Modifying User Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

8.6.5 Removing a User from an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

8.6.6 Transferring Ownership to an iFolder User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

8.7 Viewing and Hiding Available iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

8.8 Merging iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

8.8.1 iFolder-to-Folder Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

8.8.2 Merging a Migrated 2.x iFolder with iFolder for 3.7 and later Versions . . . . . . . . . . . 91

8.9 Downloading an Available iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

8.10 Viewing and Configuring Properties of an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

8.10.1 Understanding iFolder Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

8.10.2 Accessing iFolder Properties from a File Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 94

8.10.3 Accessing iFolder Properties from the iFolder Browser. . . . . . . . . . . . . . . . . . . . . . . 94

8.11 Managing Passphrase for Encrypted iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

8.11.1 Recovering an Encrypted iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

8.11.2 Changing the Passphrase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

8.12 Synchronizing Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

8.12.1 Synchronizing Files on Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

8.12.2 Configuring the Synchronization Interval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

8.13 Resolving File Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

8.13.1 Resolving File Version Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

8.13.2 Resolving Filename Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

8.14 Moving an iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

8.15 Reverting an iFolder to a Normal Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

8.16 Removing Membership From a Shared iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

8.17 Deleting an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

8.18 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

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Contents 7

9 Using Web Access for Novell iFolder 3.7 and Later Versions 107

9.1 Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

9.2 Creating a New iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

9.3 Browsing and Managing iFolders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

9.3.1 Viewing a List of Folders and Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

9.3.2 Navigating Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

9.3.3 Downloading a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

9.3.4 Creating a New Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

9.3.5 Deleting Folders or Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

9.3.6 Uploading a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

9.3.7 Search Folders and Files in an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

9.4 Searching iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

9.5 Managing iFolder Shared Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

9.5.1 Adding New Shared Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

9.5.2 Assigning Rights to the Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

9.6 Changing the iFolder account password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

9.7 Viewing History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

9.8 Viewing Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

9.9 Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

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10 Troubleshooting 117

10.1 Unable to run iFolder client on Vista 64 SP1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

10.2 iFolder Linux Client Fails to Display All the iFolders on the Server . . . . . . . . . . . . . . . . . . . . 118

10.3 iFolder Client Fails to Start Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

10.3.1 Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

10.3.2 Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

10.3.3 Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

10.4 Encrypted iFolders Take a Long Time to Synchronize. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

10.5 No Name Conflict When Filenames Differs Only By Case . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

10.6 Resolving Name Conflict in Macintosh Client Throws Error. . . . . . . . . . . . . . . . . . . . . . . . . . 119

10.7 iFolder File Fails to Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

10.8 Client File Fails to Synchronize to the Server Even after Conflict Resolution . . . . . . . . . . . . 120

10.9 All iFolders in an Account Fail to Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

10.10 Problem Synchronizing Some Files on a FAT32 File System on Linux . . . . . . . . . . . . . . . . . 121

10.11 Client Fails to Set Up a New iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

10.12 Repopulating Contents of a Read Only iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

10.13 GroupWise Files Become Corrupted in an iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

10.14 Possible Slowed Performance With ZoneAlarm 4.5 or Earlier . . . . . . . . . . . . . . . . . . . . . . . . 122

A Uninstalling the iFolder Client 123

A.1 Before You Uninstall iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

A.2 iFolder Client for Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

A.3 iFolder Client for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

A.4 iFolder Client for Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

B Documentation Updates 125

B.1 August 2009 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

B.1.1 Passphrase Recovery Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

B.1.2 Changing the Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

B.2 December 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

8 Novell iFolder 3.8 Cross-Platform User Guide

B.2.1 Starting the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

B.2.2 Configuring an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

B.2.3 Viewing and Modifying iFolder Account Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

B.2.4 Configuring iFolder Preferences for the Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

B.2.5 Comparing Novell iFolder 2.x and 3.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

B.2.6 Using a Local Static Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

B.2.7 Guidelines for the Location and Use of iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

B.2.8 Understanding iFolder Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

B.2.9 Creating and Uploading an iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

B.2.10 Understanding iFolder Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

B.2.11 Deleting an iFolder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

B.2.12 Resolving File Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

B.2.13 Uploading a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

B.2.14 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

B.3 March 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

B.3.1 Merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

B.3.2 Enhanced Conflict Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

B.3.3 Support for Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

B.4 September 2007. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

B.4.1 Benefits of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

B.4.2 Key Features of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

B.4.3 Using iFolder with Novell iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

B.4.4 What’s New for iFolder 3.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

B.4.5 Novell iFolder Migration and Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

B.4.6 Installing the iFolder Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

B.4.7 Configuring an iFolder Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

B.4.8 Viewing and Modifying the iFolder Account Settings. . . . . . . . . . . . . . . . . . . . . . . . 132

B.4.9 Understanding iFolder Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

B.4.10 Managing Passphrase for Encrypted iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

B.4.11 Using Novell iFolder 3.6 Web Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

B.5 August 15, 2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

B.5.1 What’s New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

B.5.2 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

B.5.3 Managing iFolder Accounts and Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

B.5.4 Managing iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

B.6 December 23, 2005 (Novell iFolder 3.2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

B.6.1 What’s New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

B.6.2 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

B.6.3 Managing iFolder Accounts and Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

B.6.4 Managing iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

B.6.5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

B.7 August 19, 2005 (Novell iFolder 3.1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

B.7.1 Overview of iFolder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

B.7.2 Using iFolder with Novell iFolder 3.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

B.7.3 What’s New . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

B.7.4 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

B.7.5 Managing iFolder Accounts and Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

B.7.6 Managing iFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

B.7.7 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

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Contents 9

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10 Novell iFolder 3.8 Cross-Platform User Guide

About This Guide

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This cross-platform user guide describes how to install and use the iFolder® 3.7 and later client on Linux*, Macintosh*, and Windows* platforms in combination with Novell enterprise server and how to access iFolders via the iFolder 3.7 and later Web Access server.

 Chapter 1, “Overview of iFolder,” on page 13

 Chapter 2, “What’s New,” on page 19

 Chapter 3, “Using iFolder with Novell iFolder 3.7 and Later Versions,” on page 23

 Chapter 4, “Comparing Novell iFolder 2.x with 3.7 and Later Versions,” on page 29

 Chapter 5, “Getting Started,” on page 35

 Chapter 6, “Novell iFolder Migration And Upgrade,” on page 41

 Chapter 7, “Managing iFolder Accounts and Preferences,” on page 49

 Chapter 8, “Managing Your iFolders,” on page 75

 Chapter 9, “Using Web Access for Novell iFolder 3.7 and Later Versions,” on page 107

 Chapter 10, “Troubleshooting,” on page 117

 Appendix A, “Uninstalling the iFolder Client,” on page 123

 Appendix B, “Documentation Updates,” on page 125

Audience

iFolder® 3.7 and later

This guide is intended for users of the iFolder client and iFolder Web access for Novell iFolder 3.7 and later versions.

Feedback

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

Documentation Updates

For the most recent version of iFolder 3.8 client documentation, see the following:

 Novell iFolder Documentation (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 (®, TM) denotes a Novell trademark. An asterisk (*) denotes a third-party trademark.

About This Guide 11

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

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12 Novell iFolder 3.8 Cross-Platform User Guide

Overview of iFolder

iFolderTM 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 3.7 and later versions provide a simple, hassle-free user interface for client-side migration from iFolder 2.x to iFolder 3.7 and later versions, and for a client-side upgrade from iFolder 3.x to iFolder 3.7 and later versions.

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

 Section 1.1, “Benefits of iFolder,” on page 13

 Section 1.2, “Component Overview,” on page 14

 Section 1.3, “iFolder Accounts,” on page 15

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 Section 1.4, “Key Features of iFolder,” on page 15

 Section 1.5, “What’s Next,” on page 18

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 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.

 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.

Overview of iFolder

1.2 Component Overview

 Section 1.2.1, “The iFolder Client,” on page 14

 Section 1.2.2, “iFolder Server,” on page 14

 Section 1.2.3, “iFolder Web Access Console,” on page 14

1.2.1 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 Linux Enterprise Desktop (SLED) 10 SP1 and above

 SUSE Linux Enterprise Desktop (SLED) 11

 openSUSE 11.1

The iFolder Linux client requires the Mono framework for Linux and a GNOME* desktop for

iFolder Nautilus plug-in support.

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 Windows XP SP2 and above

 Windows Vista SP1 and above

 Windows 7 (32-bit and 64-bit)

 Macintosh OS X (Intel architecture) v10.4.11 and later (requires Mono 1.2.5 ). PowerPc

architecture is not supported.

1.2.2 iFolder Server

The iFolder enterprise server is a central repository for storing iFolders and synchronizing files. Before you start using iFolder, you need to connect to an iFolder server by using the IP address given by the administrator. For more information on iFolder accounts, see Section 1.3, “iFolder

Accounts,” on page 15.

iFolder 3.7 and later versions support multi-server configuration, in which multiple servers participate in a single iFolder domain. A master-slave setup constitutes a multi-server configuration, where one or more slave servers are connected to a master server. This helps to host a large amount of data on your iFolder domain. For more information, see Chapter 3, “Using iFolder with Novell

iFolder 3.7 and Later Versions,” on page 23.

1.2.3 iFolder Web Access Console

Web Access console for iFolder 3.7 and later versions provide an interface for remote access to iFolders on the iFolder enterprise server. For more information on the Web Access Console, see

Chapter 9, “Using Web Access for Novell iFolder 3.7 and Later Versions,” on page 107.

14 Novell iFolder 3.8 Cross-Platform User Guide

1.3 iFolder Accounts

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 7.3, “Configuring an iFolder Account,” on page 53.

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 7.3, “Configuring an iFolder Account,” on page 53.

1.4 Key Features of iFolder

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

 Section 1.4.1, “iFolder Sharing,” on page 15

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 Section 1.4.2, “iFolder Access Rights,” on page 16

 Section 1.4.3, “LDAPGroup Support,” on page 17

 Section 1.4.4, “SSL Support,” on page 17

 Section 1.4.5, “Merge,” on page 17

 Section 1.4.6, “File Synchronization,” on page 17

 Section 1.4.7, “Encryption,” on page 17

 Section 1.4.8, “Migration,” on page 18

 Section 1.4.9, “Upgrade,” on page 18

 Section 1.4.10, “Default iFolder,” on page 18

 Section 1.4.11, “Enhanced Web Access,” on page 18

 Section 1.4.12, “Synchronization Log,” on page 18

1.4.1 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 16.

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

Overview of iFolder 15

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 8.1, “Guidelines for

the Location and Use of iFolders,” on page 75.

1.4.2 iFolder Access Rights

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

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.

 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.

16 Novell iFolder 3.8 Cross-Platform User Guide

1.4.3 LDAPGroup Support

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.

1.4.4 SSL Support

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

1.4.5 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 8.8, “Merging iFolders,” on page 90.

1.4.6 File Synchronization

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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 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.

1.4.7 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.

For more information on encryption, see “Managing Passphrase for Encrypted iFolders” on page 94.

IMPORTANT: You cannot share an Encrypted iFolder.

Overview of iFolder 17

1.4.8 Migration

Novell iFolder provides a simple, hassle-free migration from iFolder 2.x to the iFolder client for Novell iFolder 3.7 and later versions. The Migration Wizard provided in the iFolder client helps you migrate the data for iFolder 2.x to iFolder 3.7 and later versions quickly and easily. For more information, see “Novell iFolder Migration And Upgrade” on page 41.

1.4.9 Upgrade

Novell iFolder 3.7 and later versions provide a simple upgrade from iFolder 3.x to the iFolder client for Novell iFolder 3.7 and later versions. For more information, see Section 6.2, “Upgrading iFolder

3.x Clients,” on page 45.

1.4.10 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 58 in the Section 7.3, “Configuring an iFolder

Account,” on page 53.

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1.4.11 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.

When compared to the previous iFolder versions, iFolder 3.7 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.

1.4.12 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. Whenever a synchronization error occurs, a synchronization log window is displayed listing all the error messages.To view the log of your background activity, you must open the Synchronization Log from the View menu.

1.5 What’s Next

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

 Chapter 7, “Managing iFolder Accounts and Preferences,” on page 49

 Chapter 8, “Managing Your iFolders,” on page 75

18 Novell iFolder 3.8 Cross-Platform User Guide

What’s New

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

 Section 2.1, “What’s New for iFolder 3.8,” on page 19

 Section 2.2, “What’s New for iFolder 3.7,” on page 19

 Section 2.3, “What’s New for iFolder 3.6,” on page 20

 Section 2.4, “What’s New for iFolder 3.4,” on page 20

 Section 2.5, “What’s New for iFolder 3.2,” on page 20

 Section 2.6, “What’s New for iFolder 3.1,” on page 20

 Section 2.7, “What’s New for iFolder 3.0,” on page 20

 Section 2.8, “What’s Next,” on page 21

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2.1 What’s New for iFolder 3.8

The following capabilities and features were added in the iFolder client for Novell iFolder 3.8:

 Passphrase recovery wizard. For more information, see Section 8.11.1, “Recovering an

Encrypted iFolder,” on page 94

 Password change feature. For more information, see Section 7.9, “Changing the iFolder

account password,” on page 71 and Section 9.6, “Changing the iFolder account password,” on page 113.

 Enhanced user interface.

 iFolder client for openSUSE 11.1 and SLED 11.

 64 bit version of iFolder client for Vista64.

 Enhanced iFolder client startup performance.

2.2 What’s New for iFolder 3.7

The following capabilities and features were added in the iFolder client for Novell iFolder 3.7:

 Added support for LDAP Groups.

 Added support for SSL communication.

 Added support for Vista and Macintosh platforms.

 Improved file conflict management.

 Added support for server migration.

 Added Merge functionality.

 Added client support for openSUSE 10.3

What’s New

2.3 What’s New for iFolder 3.6

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

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

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

the iFolder server.

 Flexibility in data transfer and security.

 Improved iFolder sharing.

 Consistency in user experience across different platforms.

 User interface for client-side migration and upgrade.

2.4 What’s New for iFolder 3.4

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

 Support was added for SUSE Linux Enterprise Desktop 10.

 The user interface was redesigned for improved usability.

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2.5 What’s New for iFolder 3.2

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

 Updates were made to address known defects.

 User help for the iFolder client was localized.

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

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

Section 7.3, “Configuring an iFolder Account,” on page 53.

2.6 What’s New for iFolder 3.1

Novell iFolder 3.1 includes the following enhancements:

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

platform differences, see Section 7.1, “Cross-Platform Considerations,” on page 49.

 The version of Mono

used for Linux and Macintosh clients in 3.1 is 1.1.7.7x

2.7 What’s New for iFolder 3.0

Novell iFolder 3.0 includes several important new features:

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

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

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

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

20 Novell iFolder 3.8 Cross-Platform User Guide

 Centralized iFolder Synchronization and Storage: iFolder data is automatically

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

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

servers.

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

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

2.8 What’s Next

For more information on iFolder, see the following:

 Chapter 3, “Using iFolder with Novell iFolder 3.7 and Later Versions,” on page 23

 Chapter 4, “Comparing Novell iFolder 2.x with 3.7 and Later Versions,” on page 29

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 Chapter 5, “Getting Started,” on page 35

 Chapter 6, “Novell iFolder Migration And Upgrade,” on page 41

What’s New 21

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22 Novell iFolder 3.8 Cross-Platform User Guide

Using iFolder with Novell iFolder

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3.7 and Later Versions

This section discusses how the iFolderTM client works with Novell® iFolder® 3.7 and later versions.

 Section 3.1, “Novell iFolder 3.7 and Later Versions,” on page 23

 Section 3.2, “Benefits of Using iFolder 3.7 and Later Services,” on page 23

 Section 3.3, “Sharing iFolders Through iFolder Enterprise Server for 3.7 and Later Versions,”

on page 24

 Section 3.4, “Key Features of iFolder 3.7 and Later Versions,” on page 25

 Section 3.5, “What’s Next,” on page 27

3.1 Novell iFolder 3.7 and Later Versions

Novell iFolder 3.7 and later versions deliver all the benefits of earlier iFolder versions and add new features for greater productivity and flexibility for managing files securely in a collaborative environment.

NOTE: Your administrator must configure Novell iFolder 3.7 and later services. For more information, see the Novell iFolder 3.8 Administration Guide (http://www.novell.com/

documentation/ifolder3/index.html).

Enterprise Server

The iFolder enterprise server for 3.7 and later versions provide central storage, synchronization, and backup of files in your local iFolders. It allows local files to automatically follow you everywhere—online, offline, all the time—across computers. You simply save your files locally, as you have always done. The client automatically updates your iFolders’ local files to the iFolder 3.7 and later enterprise server, which delivers them to other user computers that share the iFolders.

Web Access Server

For mobile users, the Web Access server for iFolder 3.7 and later versions provide anywhere, anytime access to your iFolder files on the iFolder 3.7 and later enterprise server. All you need is a Web browser and an Internet or network connection.

3.2 Benefits of Using iFolder 3.7 and Later Services

In addition to the benefits mentioned in Section 1.1, “Benefits of iFolder,” on page 13, using the iFolder client with Novell iFolder 3.7 and later versions provides the following capabilities:

 You can create iFolders and store files securely on a central enterprise server for anytime,

anywhere access through a passphrase known only to you. If you forget your passphrase, the Recovery agent helps you recover your data. You can also reset your passphrase for future use.

Using iFolder with Novell iFolder 3.7 and Later Versions

 You can synchronizes files at any time through a central server, with improved availability,

reliability, and performance over other sharing methods.

 You can back up local files to a server.

 You can back up iFolders to backup media.

 You can restore files or entire iFolder contents from backup media.

 You can centrally manage all iFolders in the enterprise server with policy-based administration

tools.

 You can manage all iFolders on the server via an enhanced Web Access console.

3.3 Sharing iFolders Through iFolder Enterprise Server for 3.7 and Later Versions

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

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Figure 3-1 Collaboration and Sharing with iFolder

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

24 Novell iFolder 3.8 Cross-Platform User Guide

3.4 Key Features of iFolder 3.7 and Later Versions

In addition to the features described in “Key Features of iFolder” on page 15, using the iFolder client with Novell iFolder 3.7 and later versions provide enhanced capabilities for the following features:

 Section 3.4.1, “The iFolder Client,” on page 25

 Section 3.4.2, “iFolder Enterprise Server Account,” on page 25

 Section 3.4.3, “Shared iFolders,” on page 26

 Section 3.4.4, “iFolder Access Rights,” on page 26

 Section 3.4.5, “Encryption Policy Settings,” on page 26

 Section 3.4.6, “Security Settings,” on page 27

 Section 3.4.7, “Multi-Server Support,” on page 27

 Section 3.4.8, “Multi-Volume Support,” on page 27

 Section 3.4.9, “File Synchronization and Data Management,” on page 27

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3.4.1 The iFolder Client

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

For prerequisites and installation instructions, see “Getting Started” on page 35.

3.4.2 iFolder Enterprise Server Account

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

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

iFolder 3.7 introduces 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 to complete configuring the account.

If auto-account creation is not enabled, contact your system administrator for the IP address (such as

192.168.1.1

enterprise server where you have been assigned an account. Log in to the server with the username and password for the account.

) or DNS name (such as

ifolder3svr1.example.com

Using iFolder with Novell iFolder 3.7 and Later Versions 25

) of each iFolder 3.7 and later

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

For information, see Section 7.3, “Configuring an iFolder Account,” on page 53.

3.4.3 Shared iFolders

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

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

3.4.4 iFolder Access Rights

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When you use the iFolder client with iFolder 3.7 and later versions, the administrator can provide the following support services:

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

currently a member of the iFolder.

 Modify the access right for a member.

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

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

To view the disk quota setting for your account, see Section 7.5, “Viewing and Modifying

iFolder Account Settings,” on page 62 after you set up your enterprise server account.

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

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

3.4.5 Encryption Policy Settings

iFolder 3.7 and later versions provide higher security for your sensitive files. With encryption policy set to On, all your iFolder files are transferred and stored encrypted on the iFolder enterprise server. Your iFolder admin determines the encryption policy for your iFolders. If encryption is enabled, You will have the option to choose between encrypted and regular. If you choose the former, the data is encrypted with your secret passphrase as it travels across the wire and stored on the iFolder server. For more information, see Section 8.11, “Managing Passphrase for Encrypted iFolders,” on

page 94.

26 Novell iFolder 3.8 Cross-Platform User Guide

3.4.6 Security Settings

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

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

 Section 7.7, “Configuring Local Firewall Settings for iFolder Traffic,” on page 69

 Section 7.8, “Configuring Local Virus Scanner Settings for iFolder Traffic,” on page 71

3.4.7 Multi-Server Support

Handling large amount of data and provisioning multiple enterprise users in a corporate environment is a major task for any administrator. iFolder 3.7 and later versions simplify these tasks with multi-server configuration and lets administrators provision many users and host large amount of data on your iFolder domain. Your Admin can scale up the domain across servers to enterpriselevel requirements by adding multiple servers to a single domain. This allows you to leverage the under-utilized servers in an iFolder domain.

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3.4.8 Multi-Volume Support

One of the key features of iFolder is its storage scalability. With multi-volume support, Internet service providers and enterprise data centers can manage large amounts of data above the file system restrictions per volume. This facilitates moving data between the volumes, based on file size and storage space availability.

3.4.9 File Synchronization and Data Management

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

3.5 What’s Next

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

To Understand This Functionality Read This

Comparing the capabilities of Novell iFolder 2.x with Novell iFolder 3.7 and later versions.

Coexistence and migration of iFolder client for Novell iFolder 3.7 and later versions and the Novell iFolder 2.x client.

Chapter 4, “Comparing Novell iFolder 2.x with 3.7 and Later Versions,” on page 29

Section 6.1, “Migrating from iFolder 2.x to iFolder

3.7 and later Versions,” on page 41

Section 6.3, “Coexistence of Novell iFolder 2.x and iFolder Clients,” on page 47

How to upgrade the iFolder 3.4 client to iFolder

3.7 and later versions

Section 6.2, “Upgrading iFolder 3.x Clients,” on page 45

Using iFolder with Novell iFolder 3.7 and Later Versions 27

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28 Novell iFolder 3.8 Cross-Platform User Guide

Comparing Novell iFolder 2.x with

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3.7 and Later Versions

This section compares the features and capabilities of Novell® iFolder® 2.x with Novell iFolder 3.7 and later versions.

 Section 4.1, “Client Features and Capabilities,” on page 29

 Section 4.2, “Web Access Features and Capabilities,” on page 32

4.1 Client Features and Capabilities

The following table compares the features and capabilities of iFolder 3.7 and later client with Novell iFolder 2.x.

Table 4-1 Comparison of Novell iFolder 2.x with 3.7 and later versions

Feature or Capability Novell iFolder 2.x Client

Download location The iFolder download page is

http://serveraddress/ iFolder

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

192.168.1.1 nifsvr1.example.com

serveraddress

with

iFolder Client with a Novell iFolder

3.7 and later Enterprise Server

The administrator provides a download site where users can download the iFolder client, such as the iFolder 3.7 on the iFolder enterprise server.

The path is case sensitive.

Default location of the iFolder directory on a client

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

Authenticated access Yes, with username and

Windows:

Settings\username\My Documents\iFolder\userna me\Home

Linux:

ifolder/userid

password authentication via your LDAP server.

C:\Documents and

/home/userid/

Comparing Novell iFolder 2.x with 3.7 and Later Versions

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

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

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

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Feature or Capability Novell iFolder 2.x Client

Encrypted data transfer Yes, with the encrypted iFolder

option.

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

iFolder data stored encrypted on the server

iFolder data stored encrypted on clients

Create an iFolder Yes, by logging in to the server

Yes, with the encrypted iFolder option

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

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

for the first time after being provisioned for iFolder services.

iFolder Client with a Novell iFolder

3.7 and later Enterprise Server

Yes, with encrypted iFolder option.

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

Administrators control whether connections use encryption or HTTP.

Yes, with the encrypted iFolder option

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

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

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

Maximum iFolders per username One Multiple. You can own or

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

Share an iFolder across multiple computers

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

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

possible.

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

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

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

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

 For each iFolder, specify a

list of users.

 For each member of an

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

30 Novell iFolder 3.8 Cross-Platform User Guide

novdocx (en) 13 May 2009

Feature or Capability Novell iFolder 2.x Client

Participate in a shared iFolder owned by another user

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

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

Allows the owner of a shared

No Yes iFolder to transfer ownership of a shared iFolder to another user

Allows the iFolder owner to

No Yes transfer ownership the iFolder to another user

Maximum file size Software limits file size to 4 GB.

Below 4 GB, the maximum file

size depends on the server’s and

clients’ local file systems.

For example, on Windows clients,

FAT32 limits file sizes to 4 GB. On

Linux, EXT2 limits file sizes to 2

GB.

iFolder Client with a Novell iFolder

3.7 and later Enterprise Server

Yes, if the owner adds you as a member.

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

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

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

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

.mp3

No Yes, with policies set by the

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

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

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

Disk quotas No An owner can specify a quota for

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

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

Minimum synchronization interval You set a synchronization interval

for each workstation. The value

cannot be less than the system-

wide setting or individual user

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

setting.

Comparing Novell iFolder 2.x with 3.7 and Later Versions 31

novdocx (en) 13 May 2009

Feature or Capability Novell iFolder 2.x Client

Allows users to suspend synchronization for a given client computer

Yes, using any of the following

methods:

 Log out of the iFolder server

 Disable Automatic

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

Remote access to iFolder data on the server

Backup of local files to a network server

Backup support to restore deleted files

Yes, using Novell NetStorage

Your administrator must

configure NetStorage for iFolder

services.

Files in your local iFolders are

backed up on the iFolder server.

Administrators must back up and

restore the entire iFolder

contents.

iFolder Client with a Novell iFolder

3.7 and later Enterprise Server

Yes, using any of the following methods:

 Log out of the iFolder server

account

 Disable Automatic

Synchronization

 Disable the account in the

Account window (deselect Enable Account)

Yes, using Web Access for iFolder 3.7 and later versions

Your administrator must configure a Web Access server for iFolder 3.7 and later versions .

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

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

4.2 Web Access Features and Capabilities

The following table compares the features and capabilities of Web Access for Novell iFolder 2.x with Novell iFolder 3.7 and later versions.

Table 4-2 Comparison of Web Access for Novell iFolder 2.x with 3.7 and later versions

Feature or Capability Novell iFolder 2.x Web Access

Web Access method For iFolder 2.1.4 and earlier, the

Java* applet or Novell

NetStorage (for NetWare®

servers only)

Web Access for Novell iFolder 3.7 and later versions

Web Access server for 3.7 and later versions

32 Novell iFolder 3.8 Cross-Platform User Guide

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Feature or Capability Novell iFolder 2.x Web Access

Web Access location

http://serveraddress/

iFolder

Replace

the IP address or DNS name of

your iFolder server. For example,

serveraddress

with

192.168.1.1 or

nifsvr1.example.com

The path is case sensitive.

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

username. The user accesses

the iFolder server where his or

her files are located for that

username.

Authenticated access Yes, with username and

password authentication via your

LDAP server.

Web Access for Novell iFolder 3.7 and later versions

http://serveraddress/ webalias

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

10.10.1.1 nifsvr1.example.com

Replace administrator-specified path. The default path is path is case sensitive. For example:

serveraddress

webalias

with the

/ifolder.

with

The

http://10.10.1.1/ifolder

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

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

Encrypted data transfer Yes, with the encrypted iFolder

option.

The Blowfish algorithm is applied

with a user-specified passphrase.

Yes, with the encrypted iFolder option.

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

Comparing Novell iFolder 2.x with 3.7 and Later Versions 33

novdocx (en) 13 May 2009

34 Novell iFolder 3.8 Cross-Platform User Guide

Getting Started

This section describes installation prerequisites and describes how to install the iFolderTM client for

Novell

iFolder® 3.7 and later enterprise server and Web Access server.

 Section 5.1, “Prerequisites and Guidelines,” on page 35

 Section 5.2, “Installing the iFolder Client,” on page 37

 Section 5.3, “Updating iFolder,” on page 39

 Section 5.4, “Updating Mono for Linux,” on page 39

 Section 5.5, “What’s Next,” on page 39

5.1 Prerequisites and Guidelines

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

novdocx (en) 13 May 2009

 Section 5.1.1, “Hardware,” on page 35

 Section 5.1.2, “Client Computers,” on page 35

 Section 5.1.3, “Mono,” on page 36

 Section 5.1.4, “Web Browser,” on page 36

 Section 5.1.5, “Network Connection,” on page 37

 Section 5.1.6, “Enterprise Server,” on page 37

 Section 5.1.7, “Web Access Server,” on page 37

5.1.1 Hardware

The iFolder client requires the following minimum hardware:

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

system (5-10 MB).

 A network adapter.

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

 When working with a Novell iFolder 3.7 and later enterprise server, workstations can use static

or dynamic IP addresses.

5.1.2 Client Computers

The iFolder client supports the following workstation operating systems:

 SUSE Linux Enterprise Desktop (SLED) 10 SP1 and above

 SUSE Linux Enterprise Desktop (SLED) 11

 openSUSE 11.1

The iFolder Linux client requires the Mono framework for Linux and a GNOME* desktop for

iFolder Nautilus plug-in support.

Getting Started

 Windows XP SP2 and above

 Windows Vista SP1 and above

 Windows 7 (32-bit and 64-bit)

 Macintosh OS X (Intel architecture) v10.4.11 and later (requires Mono 1.2.5 ). PowerPc

architecture is not supported.

5.1.3 Mono

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

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

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

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

novdocx (en) 13 May 2009

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

1 On your Linux computer, open a terminal window.

root

2 At the prompt, log in as the

3 Navigate to the

cd /usr/lib

/usr/lib

user by entering su, then enter your

directory. At the prompt, enter

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

root

password.

/usr/li

directory:

chmod 755 -R mono

5 Navigate to the

cd /etc

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

/etc

directory. At the prompt, enter

/etc

directory:

chmod 755 -R mono

5.1.4 Web Browser

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

 Mozilla* Firefox*

 Microsoft Internet Explorer* 6.0/ 7.0/8.0

 Safari* 3.0.4 and later

For secure connections, Novell iFolder 3.7 and later servers expect users to connect to the enterprise server account and the Web Access server with SSL 3.0 connections. Both the client and browser connections use the browser’s settings for SSL. If Microsoft Internet Explorer is installed on your

36 Novell iFolder 3.8 Cross-Platform User Guide

system, the iFolder client uses those settings over any other browser configuration for the client. Make sure the IE browser settings and other browsers you use to connect to iFolder servers are configured to use SSL 3.0.

5.1.5 Network Connection

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

5.1.6 Enterprise Server

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

3.7 and later enterprise server for your iFolder account. For example,

ifolder3.example.com

192.168.1.1

5.1.7 Web Access Server

novdocx (en) 13 May 2009

Contact your iFolder administrator to get the URL with the server IP address or DNS name of Novell iFolder 3.7 and later Web Access server for your iFolder account. For example, http://

192.168.1.1/ifolder

or http://

ifolder3.example.com/ifolder

5.2 Installing the iFolder Client

Make sure your system satisfies the Section 5.1, “Prerequisites and Guidelines,” on page 35.

IMPORTANT: iFolder 3.7 and later client is not compatible with iFolder 3.2 servers.

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

 Section 5.2.1, “Installing iFolder for Linux,” on page 37

 Section 5.2.2, “Installing iFolder for Windows,” on page 38

 Section 5.2.3, “Installing iFolder for Macintosh,” on page 39

NOTE: iFolder 3.7 and later versions do not support a silent install (that is, a scriptable noninteractive install) on any platform. A silent install is possible for the Linux client using its files, but it is not supported.

5.2.1 Installing iFolder for Linux

.rpm

You can install the iFolder client for Novell iFolder 3.7 and later versions and its dependent files on your Linux computer by using command line instructions. The installation process requires Mono 1.2.5 with XSP 1.2.5.

.rpm

Getting Started 37

novdocx (en) 13 May 2009

IMPORTANT: Do not install the client

.rpm

files on a server machine.

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

 Install Script: Run

install-ifolder-script.sh

to automatically install the iFolder

client.

NOTE: You can download the install script from the iFolder 3 Welcome page.

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

.rpm

entering your password, go to the directory where you placed the

rpm -ivh *

files, then enter

and

If you get any dependency errors, install the softwares by using the openSUSE 10.3 media.

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

and use iFolders.

3 Start iFolder.

For information, see Section 7.2, “Starting the iFolder Client,” on page 50.

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

Section 7.3, “Configuring an iFolder Account,” on page 53.

5.2.2 Installing iFolder for Windows

Use the install file for installing on Windows Vista/XP SP2.

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

2 Save the install file to a local directory.

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

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

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

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

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

with Step 5.

5 To run iFolder, log on to the computer with the LDAP credentials when you create iFolders.

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

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

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

For information about why you need Mono-XSP, see Section 7.7, “Configuring Local Firewall

Settings for iFolder Traffic,” on page 69.

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

You can configure it now or later. For information, see Section 7.3, “Configuring an iFolder

Account,” on page 53.

38 Novell iFolder 3.8 Cross-Platform User Guide

5.2.3 Installing iFolder for Macintosh

novdocx (en) 13 May 2009

Use the

ifolder3-mac.dmg

1 Download

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

3 To run iFolder, do any of the following:

 Double click iFolder in Applications directory window.

 Enter iFolder in the spot light and select the application.

NOTE: To install iFolder for Macintosh, you must also install the required mono packages. You can download and install the required mono packages from the OES2 SP2 Welcome page.

ifolder3-mac.dmg

file for installing on Macintosh.

5.3 Updating iFolder

Update the iFolder client only with patches or upgrades distributed by your iFolder administrator. The iFolder client checks for updates on the server whenever you log in, and prompts you to install a new update if it exists.

Typical distribution methods on each platform are as follows:

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

hosted channel in an update manager.

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

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

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

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

For information about Mono updates, see Section 5.4, “Updating Mono for Linux,” on page 39.

5.4 Updating Mono for Linux

The iFolder client for Linux supports only the version of Mono included in the install software. Whenever Novell iFolder 3.7 and later versions release updates for the iFolder client, the update software also includes any updates for Mono on Linux. You can update Mono concurrently with the iFolder updates.

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

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

5.5 What’s Next

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

Getting Started 39

novdocx (en) 13 May 2009

40 Novell iFolder 3.8 Cross-Platform User Guide

Novell iFolder Migration And

novdocx (en) 13 May 2009

Upgrade

This section discusses user-friendly migration to Novell iFolder 3.7 and later client from the Novell iFolder 2.x client. It also discusses upgrading the client from iFolder 3.x to iFolder 3.7 and later versions.

 Section 6.1, “Migrating from iFolder 2.x to iFolder 3.7 and later Versions,” on page 41

 Section 6.2, “Upgrading iFolder 3.x Clients,” on page 45

 Section 6.3, “Coexistence of Novell iFolder 2.x and iFolder Clients,” on page 47

6.1 Migrating from iFolder 2.x to iFolder 3.7 and later Versions

This section discusses the following:

 Section 6.1.1, “Understanding the Migration Process,” on page 41

 Section 6.1.2, “Migration Procedure,” on page 41

6.1.1 Understanding the Migration Process

Novell iFolder provides a simple migration from iFolder 2.x to the iFolder client for Novell iFolder

3.7 and later versions. 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 42.

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

6.1.2 Migration Procedure

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

iFolder 3.7 and later enterprise server.

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

Accounts and Preferences” on page 49.

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

You can use any valid name for an iFolder. Do not create an iFolder in the same directory path as your current iFolder 2.x directory. For information, see Section 8.5, “Creating and

Uploading an iFolder,” on page 80.

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

migration.

Novell iFolder Migration And Upgrade

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

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

novdocx (en) 13 May 2009

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:

42 Novell iFolder 3.8 Cross-Platform User Guide

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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 and later versions.

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 and later versions. This does not remove the files from the ifolder 2.x domain even after you migrate files to iFolder 3.7 and later versions.

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 and later versions.

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

For example,

dir1

and the parent directory, it create the

dir2

and

c:/Documents and Settings/<user name>/ifolder2dir

and

dir2

are the directories under

ifolder2dir

. When you select the option Copy

in the new location and the directories

is a 2.x iFolder

are copied to it. If the option remains deselected, only the directories

dir1

and

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.

dir1

dir2

Novell iFolder Migration And Upgrade 43

novdocx (en) 13 May 2009

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 Regular to share the iFolder with other members in the iFolder 3.7 and later

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.

44 Novell iFolder 3.8 Cross-Platform User Guide

novdocx (en) 13 May 2009

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.

6.2 Upgrading iFolder 3.x Clients

This section discusses the following:

 Section 6.2.1, “Automatically Upgrading to iFolder 3.7 and later clients on Linux,” on page 45

 Section 6.2.2, “Manually Upgrading to iFolder 3.7 and later clients on Linux,” on page 46

 Section 6.2.3, “Automatically Upgrading to iFolder 3.7 and later clients on Windows,” on

page 46

 Section 6.2.4, “Manually Upgrading to iFolder 3.7 and later clients on Windows,” on page 47

 Section 6.2.5, “Automatically Upgrading to iFolder 3.7 and later clients on Macintosh,” on

page 47

 Section 6.2.6, “Manually Upgrading to iFolder 3.7 and later clients on Macintosh,” on page 47

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.

6.2.1 Automatically Upgrading to iFolder 3.7 and later clients on Linux

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>/

Novell iFolder Migration And Upgrade 45

novdocx (en) 13 May 2009

ifolder3-linux.tar.gz

install scripts that you can run manually. Until you upgrade the client, you cannot connect to the iFolder 3.7 and later domain with an iFolder 3.x client.

1 From an iFolder 3.x client earlier than iFolder 3.7, try to connect to the iFolder server. You are

prompted 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 iFolder 3.7 and later servers, it displays an error message as shown below:

. This enables you to upgrade it later because the location contains two

NOTE: An iFolder 3.x client (other than iFolder 3.4.1 clients) connects to iFolder 3.7 and later servers even if you choose not to upgrade. Although the 3.x client stays connected to the 3.7 and later server, you cannot perform any of the iFolder operations with this client. When you attempt to convert an existing folder to an iFolder, the server does not consider those changes, and displays an error message that the server is unavailable. The only operation that you can perform is to download the new RPMs from the server to install iFolder 3.7 and later versions.

6.2.2 Manually Upgrading to iFolder 3.7 and later clients on Linux

1 Open a terminal. At the command prompt, run

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.

install-ifolder.sh

6.2.3 Automatically Upgrading to iFolder 3.7 and later clients on Windows

To automatically upgrade to iFolder 3.7 clients on Windows, follow the steps given below:

1 Connect to an iFolder server using an iFolder 3.x client prior to iFolder 3.7 version. You are

prompted to either upgrade your client to version 3.7 or cancel the upgrade.

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

46 Novell iFolder 3.8 Cross-Platform User Guide

6.2.4 Manually Upgrading to iFolder 3.7 and later clients on Windows

To manually upgrade to iFolder 3.7 and later clients on Windows, you must download and install the client install files from the OES 2 SP2 Welcome page.

6.2.5 Automatically Upgrading to iFolder 3.7 and later clients on Macintosh

1 From an iFolder 3.x client earlier than iFolder 3.7, try to connect to the iFolder server. You are

prompted to upgrade.

2 Click Ye s to download the

iFolder3-mac.dmg

file to your system.

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After downloading the upgrade to iFolder 3.7 and later client as shown in Section 6.2.6, “Manually Upgrading to

iFolder 3.7 and later clients on Macintosh,” on page 47

iFolder3-mac.dmg

file, you must follow the procedure to manually

6.2.6 Manually Upgrading to iFolder 3.7 and later clients on Macintosh

To manually upgrade to iFolder 3.7 and later clients on Macintosh, you must download and install the client install files from the OES 2 SP2 Welcome page. Use the installing on Macintosh.

1 Download

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

3 To run iFolder, do any of the following:

 Double click iFolder in Applications directory window.

 Enter iFolder in the spot light and select the application.

NOTE: To install iFolder for Macintosh, you must also install the required mono packages. You can download and install the required mono packages from the iFolder 3 Welcome page.

ifolder3-mac.dmg

file for

6.3 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 47

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48 Novell iFolder 3.8 Cross-Platform User Guide

Managing iFolder Accounts and

novdocx (en) 13 May 2009

Preferences

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

 Section 7.1, “Cross-Platform Considerations,” on page 49

 Section 7.2, “Starting the iFolder Client,” on page 50

 Section 7.3, “Configuring an iFolder Account,” on page 53

 Section 7.4, “Logging In to an iFolder Account,” on page 61

 Section 7.5, “Viewing and Modifying iFolder Account Settings,” on page 62

 Section 7.6, “Configuring iFolder Preferences for the Client,” on page 66

 Section 7.7, “Configuring Local Firewall Settings for iFolder Traffic,” on page 69

 Section 7.8, “Configuring Local Virus Scanner Settings for iFolder Traffic,” on page 71

 Section 7.9, “Changing the iFolder account password,” on page 71

 Section 7.10, “Deleting an iFolder Account,” on page 72

 Section 7.11, “Logging Out of an iFolder Account,” on page 73

 Section 7.12, “Exiting the iFolder Client,” on page 74

 Section 7.13, “What’s Next,” on page 74

7.1 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 two platforms.

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

Task Linux Windows Macintosh

iFolder menu / Rightclick option in the system tray icon

iFolder Preferences > Accounts dialog

iFolder Preference > Accounts dialog

Quit Exit Quit

Add button Add button Plus (

Remove button Remove button Minus (

) button

Managing iFolder Accounts and Preferences

Task Linux Windows Macintosh

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Multiple locations Close button

Actions are committed when you perform the action

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

Add iFolder to the desktop’s Startup

Programs

Remember my password

Account Settings Accounts This feature is not

Back button

OK, Cancel, and Apply

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 log file location

iFolder Account Assistant

iFolder Server Choose an iFolder

Identity iFolder Account

$HOME/.local/ share/simias/

iFolder Account Creation Wizard

Server

Information

%APPDATA%/simias/ Simias.log

Simias.log

Preferences > Account

Not available

$HOME/.local/ share/simias/ Simias.log

7.2 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.

50 Novell iFolder 3.8 Cross-Platform User Guide

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 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.

For information about stopping the iFolder client, see Section 7.12, “Exiting the iFolder Client,” on

page 74.

7.2.1 Linux

 “Starting iFolder Automatically on Login” on page 51

 “Starting iFolder Manually” on page 51

Starting iFolder Automatically on Login

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

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 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

session-properties

to add iFolder as a program to start when you log in to your computer.

root

user, then run

/opt/gnome/bin/gnome-

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

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

Programs.

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

session option when you log in to the desktop.

Starting iFolder Manually

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

iFolders.

2 Use one of the following methods to start iFolder:

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

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

Managing iFolder Accounts and Preferences 51

 Open a terminal shell, then enter

/usr/bin/ifolder

7.2.2 Windows

 “Starting iFolder Automatically on Login” on page 52

 “Starting iFolder Manually” on page 52

Starting iFolder Automatically on Login

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.

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

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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.

7.2.3 Macintosh

 “Starting iFolder Automatically on Login” on page 52

 “Starting iFolder Manually” on page 53

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.

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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

iFolder 3.

Macintosh HD

, select Applications, then double-click

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 Type

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

iFolder

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

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

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

7.3 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 introduces 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:

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

Managing iFolder Accounts and Preferences 53

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

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

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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.

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For example:

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

IMPORTANT: You cannot use iFolder clients for 3.7 and later versions to connect to an iFolder 3.2 server.

svr21.example.com

192.168.1.1

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.

Managing iFolder Accounts and Preferences 55

Parameter Description

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 User

name field for authentication purposes.

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Password Specify the password for your username.

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

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.

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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.

Managing iFolder Accounts and Preferences 57

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NOTE: If you do not want to enter the passphrase and skip this step, you must skip the default iFolder creation step also. Otherwise, you will be prompted to enter the passphrase again.

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

server_name/user_name

<users home directory>/ifolder/

NOTE: For Windows, by default, the default iFolder is stored at the location

%USERPROFILE%\iFolder\domainname\username\

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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.

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.

Managing iFolder Accounts and Preferences 59

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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.

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

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

the iFolder browser. Continue with Section 8.5, “Creating and Uploading an iFolder,” on

page 80.

 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 8.9,

“Downloading an Available iFolder,” on page 92.

NOTE: You cannot create two accounts on the iFolder client from two domains if both the iFolder domains point to the same LDAP source (eDirectory or Active Directory). However, this issue is not observed if the LDAP source is Openldap.

7.4 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.

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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.

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.

Managing iFolder Accounts and Preferences 61

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

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

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

7.5 Viewing and Modifying iFolder Account Settings

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

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62 Novell iFolder 3.8 Cross-Platform User Guide

Table 7-1 Account Settings and Properties

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Parameter Description Location

Online Indicates whether you are currently connected to

the iFolder server for an account.

Select the Online check box next to the account to

iFolder Preferences > Accounts tab

connect to the iFolder server for this account.

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

Name Displays the descriptive name of the iFolder server

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

This setting cannot be modified by users.

iFolder Preferences > Accounts tab

Account Properties > Server tab

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

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

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

iFolder Preferences > Accounts tab

Account Properties > Identity tab

be modified for an existing account.

Modifiable by User (Yes/No)

Yes

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

Server Address Displays the DNS name or IP address of the

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

For example:

svr21.example.com

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

Managing iFolder Accounts and Preferences 63

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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

N/A

empty or

(Not Applicable). You can also view the space available in the iFolder main window for each server you have currently 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

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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 and 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

Passphrase for Encrypted iFolders” on page 94

Account Properties, on

all tabs

Security menu User can reset

Yes, if you have multiple accounts

only 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)

 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)

Managing iFolder Accounts and Preferences 65

 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.

7.6 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.

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2 Specify your preferences for the following:

Managing iFolder Accounts and Preferences 67

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.

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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.

If you disable automatic synchronization and then enable it again, you must synchronize the files manually for the first time for the changes to take effect. For instance, consider a scenario where you disable automatic synchronization and then manually synchronize your iFolders. Now, you again enable automatic synchronization. Your iFolders will not get synchronized automatically even though automatic synchronization is enabled until you manually synchronize your iFolders for the first time. After the first manual synchronization, subsequent synchronizations will take place automatically as per the synchronization interval specified. For more information on manual synchronization, see Section 8.12.1, “Synchronizing Files on Demand,” on

page 100

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.

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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 (

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

), unless there is a user policy set. If a

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

synchronizing with the server.

 The iFolder (collection) policy.

3 Click Close to close the iFolder Preferences dialog box.

7.7 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 has no way to communicate with the server. You cannot log in to your iFolder account and synchronize iFolder data.

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

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

Managing iFolder Accounts and Preferences 69

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.

 Section 7.7.1, “Using a Local Dynamic Port,” on page 70

 Section 7.7.2, “Using a Local Static Port,” on page 70

7.7.1 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.

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7.7.2 Using a Local Static Port

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

You can find

Operating System Location of the Simias.config File

Linux

Windows

Macintosh

xspport.cfg

/home/username/.local/share/simias/xspport.cfg

C:\Documents and Settings\username\Local Settings\Application Data\simias\xspport.cfg

/Users/username/.local/share/simias/xspport.cfg

in the following locations:

To configure your system to use a specific port:

1 Configure your firewall to allow traffic for the port 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 xspport.cfg file by adding the Web Service Port Range parameter to the Service

Manager section.

<Port>

<monoxsp_port>

</Port>

xspport.cfg

file

70 Novell iFolder 3.8 Cross-Platform User Guide

</XspPortConfiguration>

3a Replace monoxsp_port with a port number:

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

port. For example:

<1234>

4 Start the iFolder client.

For more information, see Section 7.2, “Starting the iFolder Client,” on page 50.

7.8 Configuring Local Virus Scanner Settings for iFolder Traffic

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If you use virus scanning software on your computer, exclude the from the virus scan. For example, the location of the

c:\documents and settings\username\local settings\application

data\simias\WorkArea\.simias.wf.guid

The

..\simias\WorkArea\

an iFolder file has a virus attached and your virus scanning software scans that virus while the file is

..\simias\WorkArea

in the virus has been found, moves the file to quarantine, then iFolder again tries to synchronize the file.

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

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

directory is where iFolder stages files for download from the server. If

directory, the virus scanner pops up with a message indicating that a

..\simias\WorkArea\

directory on Windows

7.9 Changing the iFolder account 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.

Managing iFolder Accounts and Preferences 71

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.

7.10 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 and later enterprise server, you can

also access files from anywhere using the Web Access console for Novell iFolder 3.7 and later versions.

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If you remove your iFolder account from the server:

 All of the iFolders you own are unshared.

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

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

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

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

 The account is removed from the local computer.

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

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.

72 Novell iFolder 3.8 Cross-Platform User Guide

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 Yes .

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

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

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

iFolders remain untouched.

7.11 Logging Out of an iFolder Account

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

 Section 7.11.1, “Linux,” on page 73

 Section 7.11.2, “Windows,” on page 73

 Section 7.11.3, “Macintosh,” on page 73

7.11.1 Linux

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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.

7.11.2 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.

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.

7.11.3 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.

Managing iFolder Accounts and Preferences 73

7.12 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.

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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 7.11, “Logging Out of an iFolder

Account,” on page 73.

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

7.13 What’s Next

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

 Chapter 8, “Managing Your iFolders,” on page 75

 Chapter 6, “Novell iFolder Migration And Upgrade,” on page 41

74 Novell iFolder 3.8 Cross-Platform User Guide

Managing Your iFolders

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An iFolderTM is a local directory used to selectively share and synchronize files with user-specified members. The iFolder files are accessible to all members via a host service, such as a Novell iFolder so.

This section discusses the following tasks for iFolder:

3.7 and later server. iFolder files can be modified and read by those with privileges to do

 Section 8.1, “Guidelines for the Location and Use of iFolders,” on page 75

 Section 8.2, “Guidelines for File Types and Sizes to Not Synchronize,” on page 77

 Section 8.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 77

 Section 8.4, “Understanding iFolder Icons,” on page 78

 Section 8.5, “Creating and Uploading an iFolder,” on page 80

 Section 8.6, “Sharing an iFolder,” on page 86

 Section 8.7, “Viewing and Hiding Available iFolders,” on page 89

 Section 8.8, “Merging iFolders,” on page 90

 Section 8.9, “Downloading an Available iFolder,” on page 92

 Section 8.10, “Viewing and Configuring Properties of an iFolder,” on page 93

 Section 8.11, “Managing Passphrase for Encrypted iFolders,” on page 94

 Section 8.12, “Synchronizing Files,” on page 100

 Section 8.13, “Resolving File Conflicts,” on page 100

 Section 8.14, “Moving an iFolder,” on page 103

 Section 8.15, “Reverting an iFolder to a Normal Folder,” on page 103

 Section 8.16, “Removing Membership From a Shared iFolder,” on page 104

 Section 8.17, “Deleting an iFolder,” on page 105

 Section 8.18, “What’s Next,” on page 106

8.1 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 8.3, “Naming Conventions for an iFolder and Its

Folders and Files,” on page 77.

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

physical drive.

Managing Your iFolders

 An iFolder cannot exist at the root of the hard drive.

 An iFolder can be created only from a folder where you have the file system access rights to

read and write files. When you set up a shared iFolder on a computer, you must have file system access rights to the folder where you are placing the iFolder.

 An iFolder cannot contain or reside in an applications folder such as the Program Files folder.

 The iFolder cannot contain or reside in the iFolder metadata folder. The default location of the

metadata folder is as follows:

 Linux: In your home folder in the

<Home Directory>\.local\share\simias

subdirectory

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 Windows: In the

Settings\Application Data\simias

 Macintosh: In the

 An iFolder cannot contain or reside in other iFolders, including your Novell iFolder 2.x iFolder.

C:\Documents and Settings\WindowsLogonUsername\Local

8.2 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

.mp3

business, such as

8.2.1 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.

files.

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8.2.2 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

.DS_Store

thumbs.db

and

8.2.3 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

8.3 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 Your iFolders 77

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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8.4 Understanding iFolder Icons

The following table describes iFolder icons and related tasks.

Table 8-1 Description of iFolder Icons

iFolder Icon Description

The iFolder Services icon is displayed for the iFolder 3 Client in the desktop Applications menu.

When iFolder is running, the iFolder Services icon also appears in the Notification area of the desktop taskbar. Right-click it for a menu of possible tasks, including iFolder browser, Account Settings, Synchronization Log, Preferences, and Help.

The iFolder Upload icon is displayed in the iFolder browser under iFolders on This Computer if there are no iFolders are on the computer under your current local login identity.

You can create a new iFolder or convert an existing folder to an iFolder. If you have multiple accounts, you must specify which account to use; an iFolder can belong to only one account. For information, see Section 8.5, “Creating and Uploading an

iFolder,” on page 80.

78 Novell iFolder 3.8 Cross-Platform User Guide

iFolder Icon Description

The iFolder Download icon is displayed in the iFolder browser under iFolders on This Computer if no iFolders are on the computer under your current local login identity.

The iFolder Download icon is displayed under iFolders on Server Name when an iFolder is available to you on the specified server, but you have not downloaded it to this computer. Server Name is the administrator-specified descriptive name of the server where you have an iFolder account.

You can download any combination of iFolders from different accounts to the local computer. For information, see Section 8.9, “Downloading an Available iFolder,” on

page 92.

The encrypted iFolder icon (locked iFolder) indicates that the iFolder is encrypted and is displayed in the iFolder browser under iFolders on This Computer.

The passphrase provided at the time of login retrieves you the files in the encrypted iFolder. For more information on Encryption, see Section 8.11, “Managing Passphrase

for Encrypted iFolders,” on page 94.

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.

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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:

 You are not logged in to the iFolder account. For information, see Section 7.4,

“Logging In to an iFolder Account,” on page 61.

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

parameter is disabled. For information, see Automatically connect in Section 7.5,

“Viewing and Modifying iFolder Account Settings,” on page 62.

 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 7.7, “Configuring Local Firewall Settings for iFolder Traffic,” on page 69.

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

The iFolder Conflict icon indicates that there is a file conflict between 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 8.13, “Resolving File Conflicts,” on

page 100.

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.

Managing Your iFolders 79

iFolder Icon Description

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 occurred due to policy settings like 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.

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.

8.5 Creating and Uploading an iFolder

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

 Section 8.1, “Guidelines for the Location and Use of iFolders,” on page 75

 Section 8.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 77

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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 exceeds 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, iFolder notifies you about the policy violation.

 Section 8.5.1, “Linux,” on page 80

 Section 8.5.2, “Windows,” on page 83

 Section 8.5.3, “Macintosh,” on page 84

 Section 8.5.4, “Creating iFolders on a FAT32 Mount Point (Linux),” on page 85

8.5.1 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 81

 “Creating iFolders in a File Manager” on page 82

80 Novell iFolder 3.8 Cross-Platform User Guide

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 iFolder > Upload a folder.

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 OK.

 If the normal folder does not exist, click Create Folder to create it, select the newly

created folder, then click OK.

6 Select the iFolder Type from the given options. You can decide whether to create an encrypted

iFolders or it to be shared with other users.

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NOTE: 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 Typ e are disabled.

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

Managing Your iFolders 81

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.

For more information on Secure Sync, see Secure Sync in the Table 8-4, “Synchronization

Parameters for iFolders Stored Locally,” on page 93.

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. In the General tab of the iFolder properties window, 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.

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 Select Do Not Show This Message Again to disable future notifications, then click Close

to dismiss the message.

If you later decide that you want to get confirmation messages, go to iFolder Preferences, select Show Confirmation Dialog When Creating iFolders, then click OK.

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.

82 Novell iFolder 3.8 Cross-Platform User Guide

8.5.2 Windows

You can create iFolders with a file manager or with the iFolder browser, which is available in the client application. Use the following methods to create an iFolder:

 “Creating iFolders in the iFolders Browser” on page 83

 “Creating iFolders in a File Manager” on page 84

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 iFolder > Upload a folder.

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:

NOTE: 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 Typ e are disabled.

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

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

 Select Regular to enable sharing for the selected iFolder.

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.

For more information on Secure Sync, see Secure Sync in the Table 8-4, “Synchronization

Parameters for iFolders Stored Locally,” on page 93.

8 Click OK.

The iFolder appears in the iFolders on This Computer list.

Managing Your iFolders 83

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

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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.

8.5.3 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:

84 Novell iFolder 3.8 Cross-Platform User Guide

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

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.

For more information on Secure Sync, see Secure Sync in the Table 8-4, “Synchronization

Parameters for iFolders Stored Locally,” on page 93.

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7 Click OK.

The iFolder appears in the iFolders on This Computer list.

8 Click OK.

The iFolder appears in the iFolder browser window.

8.5.4 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

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 (UID) parameter of the user’s local login identity to the iFolder user who creates iFolders on that mount point.

file must explicitly identify the iFolder user’s local user ID for the mount

/etc/fstab

file to set the user ID

1 Log in to your computer as the

root

user.

Managing Your iFolders 85

2 Create the directory where you want to mount the FAT32 file system. At a command prompt,

enter

mkdir /home/username/fsmount

Replace iFolders. Replace example, if the username is

username

with the username of the user who plans to use the FAT32 drive for

fsmount

with the directory name you want to use as the mount point. For

jsmith

and the directory name is

fat32mntpt

for a FAT32 drive

or partition, enter

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

username

/dev/hda1

with the device or partition name of the non-Linux device. Replace

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 (

), the username is

hda4

jsmith

, and the mount point directory is

vfat

) is on the

hda4

device (

/home/jsmith/fat32mntpt

/dev/

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

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

/etc/fstab

file by adding

uid=jsmith

to the mount point:

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8.6 Sharing an iFolder

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

 Section 8.6.1, “Understanding User Access Rights,” on page 86

 Section 8.6.2, “Accessing the Sharing Tab,” on page 87

 Section 8.6.3, “Adding a User to an iFolder,” on page 88

 Section 8.6.4, “Modifying User Access Rights,” on page 88

 Section 8.6.5, “Removing a User from an iFolder,” on page 89

 Section 8.6.6, “Transferring Ownership to an iFolder User,” on page 89

8.6.1 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.

86 Novell iFolder 3.8 Cross-Platform User Guide

Table 8-2 Capabilities of iFolder Owners and Members Based on Their User Access Rights

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Capability Owner

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

Transfer ownership to another member whose state is iFolder User

Set a quota for the iFolder 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

No No No No

YesNoNoNo

Yes Yes No No

Yes Yes, except

Yes Ye s Ye s N o

Member with Full Control

the owner

Member with Read/Write

No No

Member with Read Only

Set up an iFolder on multiple computers Yes Yes Yes Yes

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

Delete an available iFolder to decline participating

Delete the iFolder and delete the iFolder and its files from the server (make it a normal folder again and no longer share it with others)

Yes Ye s Ye s Ye s

YesNoNoNo

8.6.2 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.

Managing Your iFolders 87

 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.

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8.6.3 Adding a User to an iFolder

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

2 From the list of users, select one or more users or LDAPGroups and click Add to include your

selection 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.

8.6.4 Modifying User Access Rights

As the working relationships and status of members of an iFolder change, you might need to change a user’s access right for the iFolder. For example, you might want to give a trusted user the Full Control right for the iFolder.

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

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

88 Novell iFolder 3.8 Cross-Platform User Guide

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 Close to close the iFolder Properties window.

8.6.5 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.

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1 On the Sharing tab, select one or more users from the list.

2 Click Remove, and then click Yes.

8.6.6 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 this iFolder.

The Make this user the owner of the iFolder option is disabled (dimmed) in the Access dialog box if the user’s state is Invited User. In this case, exit the dialog box, wait until the user’s state changes from Invited User to iFolder User, then repeat the preceding steps to transfer ownership.

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

8.7 Viewing and Hiding Available iFolders

You can decide which iFolders you want to download to each of your computers. If iFolders that you have not downloaded are available to you on the server, they are listed in the iFolder browser under the Server Name of the related account. The Server Name is the administrator-specified descriptive name of the server where you have an iFolder account.

Managing Your iFolders 89

To view the available iFolders in the iFolder browser, click Vie w and then select the View available iFolders option.

To hide the available iFolders in the iFolder browser, deselect the View Available iFolders.

8.8 Merging iFolders

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 8.8.1, “iFolder-to-Folder Merge,” on page 90

 Section 8.8.2, “Merging a Migrated 2.x iFolder with iFolder for 3.7 and later Versions,” on

page 91

8.8.1 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

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Assume that the to download the content of only the

the corporate

sub folders

If the data in the

and

corporate

finance

iFolder has three sub folders: hr,

corporate

iFolder to the folder named

finance

corporate,

folders. In this case, you don’t need to download all the three folders to

folder and increase the transfer rate. Instead, you can merge the

folder so that the Merge to folder feature intelligently avoids downloading the

and

finance

corporate

, and downloads only

iFolder and

corporate

marketing

sub folder.

folder is different, a version conflict is

and

marketing

. You want

which contains

corporate

iFolder

displayed. You can resolve the conflicts manually. Similarly, if a 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 Merge.

90 Novell iFolder 3.8 Cross-Platform User Guide

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.

8.8.2 Merging a Migrated 2.x iFolder with iFolder for 3.7 and later Versions

You can merge a migrated 2.x iFolder with iFolder for 3.7 and later versions. For more information on migration, see Chapter 6, “Novell iFolder Migration And Upgrade,” on page 41.

After migration, the 2.x iFolders are moved to the iFolder 3.7 and later server. You can choose to download the migrated iFolders on the 3.7 and later server to the client machine. However, those iFolders might already exist on the client machine. When you try to download a migrated iFolder, it prompts you to merge. In this case, use the merge functionality to avoid unnecessary data transfer from server to the client

To merge a migrated 2.x iFolder with iFolder for 3.7 and later versions,

1 Select a migrated iFolder and click Merge to folder.

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iFolder prompts you a message as follows:

2 Click OK to open a list of 2.x iFolders on the machine.

Irrespective of the owner, you can select any of the iFolders on the machine to merge with the migrated iFolder on the server.

3 Click Merge to continue.

If the name of the iFolders selected to merge are different, iFolder prompts you to rename the iFolder on the server to the name of the iFolder on the machine.

Managing Your iFolders 91

4 Click OK.

You can view the merged iFolder listed under iFolders on This Computer in the iFolder main window.

8.9 Downloading an Available iFolder

When others share iFolders with you, the iFolders appear with the iFolder Download icon in your iFolder browser. 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.

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Figure 8-1 Example of Notification of a New Shared User

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.

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 8.1, “Guidelines for the Location and Use of iFolders,” on page 75

 Section 8.3, “Naming Conventions for an iFolder and Its Folders and Files,” on page 77

5 Click OK twice.

92 Novell iFolder 3.8 Cross-Platform User Guide

8.10 Viewing and Configuring Properties of an iFolder

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

 Section 8.10.1, “Understanding iFolder Properties,” on page 93

 Section 8.10.2, “Accessing iFolder Properties from a File Manager,” on page 94

 Section 8.10.3, “Accessing iFolder Properties from the iFolder Browser,” on page 94

8.10.1 Understanding iFolder Properties

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

Table 8-3 Storage Parameters for iFolders Stored on the iFolder Server

Parameter Description

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Available The total amount of server disk space currently available for files or

directories in the selected iFolder. The value is equal to the quota minus the used space.

Used The total amount of server disk space currently consumed by all files and

directories in the selected iFolder.

Quota The value reports the total amount of server disk space allocated to the

selected iFolder by the iFolder administrator. If no quota is set, the value is

N/A

empty or

(Not Applicable).

The following parameters report the synchronization status for the local copy of the iFolder:

Table 8-4 Synchronization Parameters for iFolders Stored Locally

Parameter Description

Last Successful Synchronization

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

Automatically Synchronizes Every

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.

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

Managing Your iFolders 93

Parameter Description

Secure Sync Secure Sync enables 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.

8.10.2 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.

8.10.3 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 iFolder > Properties.

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8.11 Managing Passphrase 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.

8.11.1 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.

94 Novell iFolder 3.8 Cross-Platform User Guide

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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 95.

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 95.

Resetting the passphrase when recovery agent is Server_Default

To set the new passphrase, perform the following steps:

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 and click Forward.

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:

Managing Your iFolders 95

novdocx (en) 13 May 2009

 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 97.

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 98.

 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 99.

The following table summarizes the decisions you make.

Table 8-5 Passphrase recovery wizard settings

Settings Description

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

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

96 Novell iFolder 3.8 Cross-Platform User Guide

default the first logged in account is selected.

certificate that can be obtained from the iFolder administrator.

Settings Description

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.

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.

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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.

Managing Your iFolders 97

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.

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.

novdocx (en) 13 May 2009

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.

98 Novell iFolder 3.8 Cross-Platform User Guide

Using an Exported File to Reset the Passphrase

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

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

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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 98 to reset your passphrase.

8.11.2 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.

Managing Your iFolders 99

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.

8.12 Synchronizing Files

 Section 8.12.1, “Synchronizing Files on Demand,” on page 100

 Section 8.12.2, “Configuring the Synchronization Interval,” on page 100

8.12.1 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.

8.12.2 Configuring the Synchronization Interval

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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 Automatically Synchronize iFolders to enable automatic synchronization.

 Deselect Automatically Synchronize iFolders to disable automatic 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.

8.13 Resolving File Conflicts

Conflicts can occur between file versions saved at the same time on different computers, or when a filename differs by case only. When conflicts occur, the file is stored in the conflict area and the file is flagged with a status of Name Conflict. The iFolder conflict icon is displayed on the iFolder. If the Notify of conflicts option is enabled in your iFolder Preferences, an alert is also sent to the notification area. You can control the pop-up behavior of notifications by setting your preference in the iFolder Preferences > General tab.

To resolve file conflicts, see the following:

 Section 8.13.1, “Resolving File Version Conflicts,” on page 101

 Section 8.13.2, “Resolving Filename Conflicts,” on page 102

100 Novell iFolder 3.8 Cross-Platform User Guide

Novell IFOLDER 3.8 Cross-Platform User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Novell iFolder 3.8 Cross-Platform User Guide

About This Guide

Overview of iFolder

1.1 Benefits of iFolder

1.2 Component Overview

1.2.1 The iFolder Client

1.2.2 iFolder Server

1.2.3 iFolder Web Access Console

1.3 iFolder Accounts

1.4 Key Features of iFolder

1.4.1 iFolder Sharing

1.4.2 iFolder Access Rights

1.4.3 LDAPGroup Support

1.4.4 SSL Support

1.4.5 Merge

1.4.6 File Synchronization

1.4.7 Encryption

1.4.8 Migration

1.4.9 Upgrade

1.4.10 Default iFolder

1.4.11 Enhanced Web Access

1.4.12 Synchronization Log

1.5 What’s Next

What’s New

2.1 What’s New for iFolder 3.8

2.2 What’s New for iFolder 3.7

2.3 What’s New for iFolder 3.6

2.4 What’s New for iFolder 3.4

2.5 What’s New for iFolder 3.2

2.6 What’s New for iFolder 3.1

2.7 What’s New for iFolder 3.0

2.8 What’s Next

3.1 Novell iFolder 3.7 and Later Versions

3.2 Benefits of Using iFolder 3.7 and Later Services

Using iFolder with Novell iFolder 3.7 and Later Versions

3.3 Sharing iFolders Through iFolder Enterprise Server for 3.7 and Later Versions

3.4 Key Features of iFolder 3.7 and Later Versions

3.4.1 The iFolder Client

3.4.2 iFolder Enterprise Server Account

3.4.3 Shared iFolders

3.4.4 iFolder Access Rights

3.4.5 Encryption Policy Settings

3.4.6 Security Settings

3.4.7 Multi-Server Support

3.4.8 Multi-Volume Support

3.4.9 File Synchronization and Data Management

3.5 What’s Next

4.1 Client Features and Capabilities

Comparing Novell iFolder 2.x with 3.7 and Later Versions

4.2 Web Access Features and Capabilities

Getting Started

5.1 Prerequisites and Guidelines

5.1.1 Hardware

5.1.2 Client Computers

5.1.3 Mono

5.1.4 Web Browser

5.1.5 Network Connection

5.1.6 Enterprise Server

5.1.7 Web Access Server

5.2 Installing the iFolder Client

5.2.1 Installing iFolder for Linux

5.2.2 Installing iFolder for Windows

5.2.3 Installing iFolder for Macintosh

5.3 Updating iFolder

5.4 Updating Mono for Linux

5.5 What’s Next

6.1 Migrating from iFolder 2.x to iFolder 3.7 and later Versions

6.1.1 Understanding the Migration Process

6.1.2 Migration Procedure

Novell iFolder Migration And Upgrade

6.2 Upgrading iFolder 3.x Clients

6.2.1 Automatically Upgrading to iFolder 3.7 and later clients on Linux

6.2.2 Manually Upgrading to iFolder 3.7 and later clients on Linux

6.2.3 Automatically Upgrading to iFolder 3.7 and later clients on Windows

6.2.4 Manually Upgrading to iFolder 3.7 and later clients on Windows

6.2.5 Automatically Upgrading to iFolder 3.7 and later clients on Macintosh