SkySync User Guide Version 3.0

Transcription

1 SkySync User Guide Version 3.0 Copyright 2014, Portal Architects Inc. All Rights Reserved. This software is protected by copyright law and international treaties. Unauthorized reproduction or distribution of this software, or any portion of it, may result in severe civil and/or criminal penalties and will be prosecuted to the maximum extent possible under the law South Main Street, Ann Arbor, MI SkySync User Guide Page 1 of November 2014

2 Contents Introduction to SkySync... 5 About This Document... 5 SkySync... 5 Launching SkySync... 6 Activating SkySync... 6 Welcome Screen... 7 SkySync Home... 8 Working with Tiles... 9 Toolbar... 9 Adding a Connector...11 Settings...13 Appearance...13 Logging...14 Performance...16 Notification (Available in some SkySync editions)...17 Job History...22 License...23 Help...24 Working with Auto Search...25 Working with Panels...25 Job Control Panel...25 Navigation Panel...25 Basic Search Panel...26 Favorites Panel...26 Drop Down Navigation...26 Using the Job Control Panel...28 Job Context Menu...30 Inspect Job...30 Reset Job...30 Default View...30 Properties...30 Toolbar...31 Creating a New Job...32 Advanced Job Settings...36 SkySync User Guide Page 2 of November 2014

3 Category...37 Lock Propagation Notification...37 Content Filtering...37 Map Groups...37 Map User Accounts...37 Map Metadata...37 Enable Version Preservation...37 Enable Change Only Optimization...37 Enable File Name Transformation...38 Enable author-preservation...38 Enable permission-migration...38 Use Trust Mode...38 Zip all unsupported file types...38 Audit Transfer...38 Analyze Before Saving...38 Content Filtering (Business and Enterprise editions only)...38 Basic Filters...39 Advanced Filters...40 Metadata Filters...40 Map User Accounts & Map Groups (Enterprise edition only)...41 Default Accounts...42 Advanced Settings...42 Map Metadata...43 Pre-Sync Analyzer...44 Other Job Templates...46 User Drive Mapping...46 Master Content...48 Folder Mapping...48 Source Convention...49 Destination Convention...50 Working with Your Jobs...51 Deleting a Job...51 Starting a Job...52 Pausing a Job...53 Viewing the Log History...53 Viewing the Audit History...55 Viewing the Server Status...56 SkySync User Guide Page 3 of November 2014

4 Job Inspector...57 Using the Navigation Panel...59 Toolbar...59 Adornments...60 Creating a New Folder...60 Deleting a Folder...61 Viewing your Folders...61 Renaming a Folder...62 Moving your Items...62 Deleting a File...63 Viewing a File...64 Renaming an Item...65 Moving your Folders...65 Copying/Cutting your Folders...66 Dragging and Dropping your Folders...66 Adding a Favorite Folder...66 Defining a Job...67 Connection Pooling...67 Locking and Unlocking Files...68 Using the Basic Search Panel...69 Toolbar...69 Performing a Basic Search...70 Saving a Favorite Search...71 Working with Your Search Results...72 Working with Favorites...73 Accessing your Favorite Searches from the Favorites Tile...73 Accessing your Favorites from the Home Screen...74 Deleting your Favorites...74 Using the Favorites Panel...75 Toolbar...76 Exiting SkySync...77 Appendix A Enabling Long Path Support for File Systems...78 SkySync User Guide Page 4 of November 2014

5 Introduction to SkySync SkySync is Portal Architect s family of applications designed to help you sync, move, copy and migrate your files no matter where they are stored. It allows you to connect to and access your files stored in a growing number of Cloud and local storage systems from one central location. Note: For more information on SkySync, please visit About This Document This document provides information about SkySync functionality. It includes detailed descriptions of toolbars, buttons, screens and functionality encountered by the end-user. A typical end user of SkySync is a network administrator or IT professional in your organization. This persons role will be to establish connections, and integrate the content between the connections via jobs. To help you understand the functionality in the application, there is a topic in this document that corresponds to each button on the toolbar or tile in the window. The document details a description of the fields, buttons and drop down menus contained in the application. Each toolbar button section contains a description of the button, followed by step-by-step instructions on how to perform the action associated with that button. For more information on other aspects of SkySync, such as installing the application, please refer to the appropriate documentation. For more information, refer to our Support Knowledge Base. SkySync SkySync is a desktop-based, Windows application that provides you with powerful features on your PC including taxonomy navigation, search features, social features, automated jobs and more. There are no minimum RAM or processor speed requirements in order to run SkySync beyond the Microsoft recommended minimums for a.net application. Portal Architects supports Windows 7, Windows Server 2008 or later, and Windows 8 with SkySync. The Microsoft.Net Framework 4.5 is required to run SkySync and should be automatically installed along with SkySync. Refer to this Support FAQ for more information. SkySync User Guide Page 5 of November 2014

6 Launching SkySync You can launch SkySync by clicking on the SkySync icon displays as the system loads. located on your desktop. A splash screen Note: Although SkySync is a desktop-based application, it requires an internet connection to activate for the first time to access your cloud storage systems and to run jobs. Without an active internet connection you are only able to search across your computer and may need to contact customer service for manual activation. Refer to this Support FAQ for more information. A sample of the splash screen displays below If this is the first time that you have used SkySync, you will need to activate it prior to using it. For more information on activation, refer to the Activating SkySync topic, in this document. Activating SkySync The first time that you launch SkySync, you are asked to activate the product. Upon launching, the system displays an activation box. A sample of the Activation box displays below SkySync User Guide Page 6 of November 2014

7 To activate SkySync: 1. If you have not contacted Portal Architects and received a license key, please do so. 2. Copy/paste the key from your . Note: For activation issues, manual activation, or unique activation requirements please contact Portal Architects Support. 3. Select the Start SkySync button Welcome Screen A Welcome screen displays, the first time you open the application. By default, the Don t show me this message again option is selected, so you only see the Welcome screen the first time SkySync loads, unless you deselect the option. A sample of the Welcome screen displays below SkySync User Guide Page 7 of November 2014

8 Select the Click here for a quick tour option to launch a website containing videos, tutorials and other content about SkySync to help you get started. If you don t wish to take a tour, select the Start using SkySync option, to launch the application and begin using it right away. Note: Leave the Don t show me this message again option selected to signal to the application that you are comfortable with SkySync and don t need to be offered a tour in the future. Once it finishes loading, SkySync opens, displaying the SkySync Home screen. For more information on the Home screen, refer to the SkySync Home topic in this document. SkySync Home The Home screen is the first screen you see, once SkySync launches. You can return to it at any time while you are working in the application, by selecting the Home A sample of the SkySync Home screen displays below. button in the application. SkySync User Guide Page 8 of November 2014

9 Working with Tiles Several tiles display on the Home screen by default. Tiles are essentially large buttons that you use to navigate to sections of the application. Their appearance is specialized, through the use of color and icons, to differentiate their functions. Use these tiles to navigate to the corresponding application panels, where you can execute searches, access your favorites or perform other functions. Graphics on each tile help to distinguish them. For example, favorite search tiles have a magnifying glass, while favorite items or places have a star. Application panels are easily denoted by their thicker border. Each tile has an icon, name, description, and possibly some other small icons called adornments that tell you more about the tile. Note: You may delete user-added Favorite tiles, but not the application ones. For more information on working with favorites, refer to the Using the Favorites Panel topic, in this document. Favorites, Favorite Searches, and associated tiles are further identifiable by user defined color codes. For more information on color coding a favorite search, refer to the Saving a Favorite Search topic, in this document. SkySync also places icons on each search tile, displaying which of the supported services that that search is connected to. Toolbar The SkySync window contains a toolbar. All system functionality for SkySync is handled through this toolbar. The buttons available vary based upon the pane that you are viewing. A sample of the Home screen toolbar displays below. The buttons that display on SkySync s toolbar vary, depending on the screen that you are viewing. Certain buttons only pertain to specific panels, and as such, only display on those screens. SkySync User Guide Page 9 of November 2014

10 The following buttons display on the Home screen: Use the Back navigation arrow to move back through screens that you visited, previously. Use the Forward navigation arrow to move forward through screens that you have visited, previously. Use the Add Connection button to connect to a new service. For more information on connectors, refer to the Adding a Connector topic, in this document. Use the Settings button to open the settings dialog to customize the appearance of SkySync, edit performance settings, check your license information, and more. For more information, refer to the Settings topic in this document. For more information on the toolbar buttons on other panels, refer to that panel s specific topics in this document. SkySync User Guide Page 10 of November 2014

11 Adding a Connector Connectors allow SkySync to establish a connection with your storage accounts. Currently you may connect with the following services: Note: Additional connecters will display in this list in future releases, as more services are added. Stay tuned! Note: The connection credentials used to create connections determines much about how SkySync interacts with the security in your IT environment. Please contact Portal Architects Technical support for additional documentation about SkySync security if you have questions. You must first establish a connection with the storage platform(s) that you want to use in SkySync. To add a connection: 1) Click the Add Connection button in the SkySync toolbar. 2) Select the service you want to connect to, from the drop down list A sample of the drop down menu displays below SkySync User Guide Page 11 of November 2014

12 The SkySync connection dialog that displays is dependent on the service you are connecting to. Generally, you will need to provide connection credentials and/or authorize SkySync to access your cloud account. Some connectors will require additional information like the URL to the server, whether or not you would like to use Windows Integrated Security, or other options specific to your desired platform. Contact SkySync support for help with any questions about how to connect to a platform. Note: Cloud accounts that rely on browser interaction to establish connections may require additional prompts or settings based on your default browser and configuration. Cloud based services typically launch an embedded web browser window or your default browser to perform the authorization. A connection to on premise systems typically display a specific dialog pop up. Note: If you create your connection with certain platforms with the correct privileges, you will unlock additional functionality such as User Conventions, User Drive Mapping, Permissions Migration, Metadata Mapping, and View User content, if available on your license. See additional sections of this document for details. More information about connections to various systems can be found on our Support Site. SkySync User Guide Page 12 of November 2014

13 Settings Select the drop down Settings menu to see the SkySync Settings Dialog. The settings dialog has several tabs on the left of the screen: Appearance, Logging, Performance, Job History, Notification and License. The version number of your copy of SkySync is shown in the lower left if this information is ever needed for the user or for customer service. Appearance The color scheme that you are currently using is checked in the themes list. To choose a new color, simply select it from the themes list. Press Apply or OK to make the change SkySync User Guide Page 13 of November 2014

14 Logging The Logging tab will allow you to configure the application to report logs to the ProgramData\PortalArchitects\Logs folder on the user hard drive. SkySync User Guide Page 14 of November 2014

15 Log Level: This determines the amount of information that is logged. The application will report all information at the selected setting or above. Off will disable all logging. The rest are listed in descending order from least potential information logged (Fatal) to most potential information logged (Trace). The application is set to Info by default. Archive Files (days): This setting determines how many days of logs to store on the hard drive. Log Files: Click on Open log file directory to open the folder containing saved logs. SkySync User Guide Page 15 of November 2014

16 Performance Depending on your license, you may have access to higher numbers of Parallel Writes. This determines how many operations SkySync will attempt at one time, and can impact your network as well as SkySync performance. Please consult with SkySync Support and your Network Administrators before changing this setting. Bandwidth Throttling If the Limit maximum bandwidth checkbox is checked, SkySync will limit the total bandwidth of all jobs to the amount specified by the user in the provided box. By default there is no limit. Smart Throttling Separate from the UI and absent any input from the user, SkySync is designed to automatically find the optimal speed and performance for any job. If any job exceeds the rate limit responses (ex. 429 errors) allowed by any cloud connector, SkySync will throttle down to an appropriate speed, ensuring maximum speed along with maximum reliability. SkySync will never, even with this built-in feature, exceed the maximum number of parallel writes designated by the user in the above setting. SkySync User Guide Page 16 of November 2014

17 Notification (Available in some SkySync editions) Under the notification tab, the SkySync application can be configured to send notification s when a job fails, completes successfully or both. A test button is provided which if clicked will send a test using the information provided by the user. SkySync User Guide Page 17 of November 2014

18 By default the notification level is Never. Notifications will not be sent. To receive notification s, set the notification level to one of the following: Always: Notification is sent when a job succeeds or fails. Only On Success: Notification is sent only when a job succeeds Only On Failure: Notification is sent only when a job fails. Required Fields The following fields are required in order to send notifications: From: address will appear in the from field of the notification message. To: One or more addresses that will receive the notification message. Separate multiple addresses with commas. Subject: The subject line of the notification message Report Header: Header title in the notification Host: Host name of the SMTP server. Port: TCP port of the SMTP server Use SSL: Check this box if the SMTP server uses SSL. SMTP Server Authentication Some SMTP servers require authentication. To configure authentication, check Requires Authentication and provide a valid username and password for the SMTP server SkySync User Guide Page 18 of November 2014

19 Validation Errors Required fields will be validated when a value is entered. If the value that is entered is in an invalid format (ex: invalid address), a red border will appear around the textbox. The Apply and Ok buttons will be disabled if there is an invalid value. You cannot save settings when an invalid value is entered. SkySync User Guide Page 19 of November 2014

20 Below is a sample settings screen with a SMTP server that requires authentication. SkySync User Guide Page 20 of November 2014

21 Below is a sample notification . The notification will list a summary of the job and list any errors in a.csv file attached to the . SkySync User Guide Page 21 of November 2014

22 Job History The Job History tab allows the user to configure how SkySync preserves the job histories that can be viewed from the Job Control Panel. By default SkySync will retain and preserve all job histories from the last thirty days. Job History Duration: The user can configure SkySync to retain job histories based on either the number of executions per individual job, or the number of days that have elapsed. Select either Instances or Days from the top drop-down, then define the number of days or instances in the field below. Preserve Empty Job Histories: By default this setting is on and SkySync will preserve all job histories. If this box is un-checked SkySync will not preserve job histories from executions where no operations were performed (no items were created, modified or deleted), and these job histories will be removed from the database. SkySync User Guide Page 22 of November 2014

23 License To view details about your product license, enter a new license key, or to get more information about SkySync Software editions, use the License tab. When you need to enter a new license key, Press Apply or OK and you will be prompted to reboot your SkySync server to restart the service. SkySync User Guide Page 23 of November 2014

24 Help To access this user guide, press the? button at the top right of the application, or access this settings tab. From the Help tab you can also go to our support site and FAQ. SkySync User Guide Page 24 of November 2014

25 Working with Auto Search Auto search is the fastest, simplest way to perform a search from the Home screen or any panel that you are on. Simply enter a search term in the Search field and press Enter on your keyboard, or select the magnifying glass icon. SkySync automatically performs the search with the scope that you have last selected. A sample of the Search field displays below Depending on which panel you are on, you may launch a global item search or search for a job by its name. Working with Panels There are four system default panels in SkySync: The Job Control panel, Navigation panel, the Basic Search panel and the Favorites panel. You may access these panels by selecting the corresponding tile on the Home screen, or by selecting them from the drop down navigation menu. For more information on each panel, refer to the corresponding topic in this documentation. Job Control Panel Use the Job Control panel to create and manage jobs. Refer to the Job Control topic in this document. Navigation Panel The Navigation panel allows you to view and work with all of your files, in one place. It consists of several panes, including a source pane, a viewer pane containing folder details and a Destination pane that you may opt to have display, by selecting the View button in the toolbar. The Source pane is an expandable/collapsible tree view. Use standard Windows functionality to navigate through the Source pane. You are able to view and work with all of your folders that are contained in the services you are connected to. SkySync retrieves those folders and allows you to perform various actions with them, such as copying them to the clipboard, pasting, deleting, renaming, etc. In the detail pane, SkySync displays a list of the files contained in the folders. You can work with these files by right-clicking and selecting from a list of actions in the resulting context menu. SkySync also gives you the option of viewing a Destination pane. The Destination pane is helpful when SkySync User Guide Page 25 of November 2014

26 you are trying to drag and drop items between storage platforms and are having trouble getting everything on the screen together in the tree view in the Explorer pane. To view the Destination pane: 1. Select the View button in the toolbar 2. Click Show Destination from the drop down menu 3. A third pane displays on the right side of the Navigation panel. This pane aids in such actions as copying or moving files. You can copy and paste, or simply drag and drop your files from one folder to another. For more information on the actions you can perform, refer to the Using the Navigation Panel topic, in this document. Basic Search Panel Use the Basic Search panel to perform a search across all of your connected storage systems. Your results display below the search field. The results from each system are listed on its own tab. Double click on the result item you want to work with and the application automatically displays it in the Navigation panel. For more information on actions you can perform, refer to the Working with your Search Results topic in this document. You may select the services that you want to search and add a favorite search in this panel. Refer to the Performing a Basic Search topic, in this document. Favorites Panel Use the Favorites panel to see a quick list of all of your favorite searches and places. On the Favorites panel, you differentiate between favorite searches and folders that you have designated as favorites. For more information on favorites, refer to the Working with Favorite Searches topic, in this document. Drop Down Navigation Another way to access panels is through SkySync s drop down navigation feature. On each of the four panels, the name of the panel you are currently using displays. You may click the name to view a drop down menu option SkySync User Guide Page 26 of November 2014

27 A sample of the drop down menu displays below The drop down menu is a quick access point for the four system panels in SkySync, as well as any favorites that you have saved. Favorite locations display under My Places and favorite searches under My Searches. Click the link to navigate to the panel that you want. SkySync User Guide Page 27 of November 2014

28 Using the Job Control Panel Job Control interfaces with the Windows service that provides users of most SkySync editions with unattended synchronization features on a workstation or server. SkySync can create job definitions that SkySync will use to publish, migrate, copy, or synchronize content between any linked storage systems. You can access the Job Control panel by clicking the tile on the Home screen or by selecting Job Control from the drop down navigation.. This tile has an adornment which shows information about the jobs that you have defined. If all of your jobs are running properly, the icon is green and the number present indicates your total number of defined jobs. If the system has detected any errors with your jobs, the icon is red and the number present indicates the number of jobs that are affected by an error. A sample of the SkySync Dashboard tile displays below Clicking the tile takes you to the Job Dashboard. From this panel, you can create a new job, delete an existing job, or perform various functions to your jobs, such as starting, pausing or reviewing history logs. SkySync User Guide Page 28 of November 2014

29 A sample of the Job Control displays below SkySync User Guide Page 29 of November 2014

30 The Job Control displays the Name of each job you have defined, the Source folder for that job, the destination folder, the type of job you are running, the time the job was last run at, the amount of time that it took the job to run (the last time that it ran) and the next time it will run at. You may rearrange the order of the columns by dragging the headings to the desired location. You can use the magnifying glass icon in any column header to filter the job list by various criteria. You may right click on any job to access many job functions, including all the items outlined in the tool bar section below, plus additional functionality. Job Context Menu You can access various functions for a job by right clicking on it, and accessing the context menu. Some potential functions match the tool bar function below. See the Toolbar section in this document for details on those functions. Inspect Job runs the Job Inspector, similar to the pre-sync analyzer. This will show you information about your job, the differences between source and destination, and other useful facts. Refer to the Job Inspector section of this document for more information. Reset Job will discard SkySync s tracking information for this job, and cause the content indexes to be rebuilt. This can help when a job has missed events due to an error or other condition. Contact SkySync support for help with resetting jobs to avoid unnecessary processing and data transfer. Default View will reset the grid to the default view if you ve filtered or hidden child jobs. Properties will show you some information about the job, particularly it s ID. This will help you find log files for that job to provide to support if necessary. SkySync User Guide Page 30 of November 2014

31 Toolbar The SkySync window contains a toolbar. All system functionality for SkySync is handled through this toolbar. The buttons available vary based upon the pane that you are viewing. A sample of the Job Control toolbar displays below. Use the Back navigation arrow to move back through screens that you visited, previously. Use the Forward navigation arrow to move forward through screens that you have visited, previously. Use the Start button to manually start a job. For more information on starting a job, refer to the Starting a Job topic, in this document. Use the Pause button to temporarily suspend a previously scheduled job. For more information on pausing a job, refer to the Pausing a Job topic, in this document. Use the Delete button to delete a job that you no longer want in SkySync. For more information on deleting a job, refer to the Deleting a Job topic, in this document. Use the New button to create a new job within SkySync. For more information on creating a job, refer to the Creating a New Job topic, in this document. SkySync User Guide Page 31 of November 2014

32 Use the History button to view information about a specific, selected job, or to export a.csv file of the job failures. For more information on job history, refer to the Viewing the Log History topic, in this document. Use the Server Status button to access general, aggregate information about the jobs that exist in SkySync. For more information on job status, refer to the Viewing the Server Status topic, in this document. Use the Add Connection button to connect to a new service. For more information on connectors, refer to the Adding a Connector topic, in this document. Use the Settings button to open the settings dialog to customize the appearance of SkySync, edit performance settings, check your license information, and more. For more information, refer to the Settings topic in this document. Creating a New Job Before you can work with the Job Dashboard, you must first establish a new job. You may have jobs already defined from the Navigation panel, or you may create a new job in the Job Dashboard. To create a new job: 1. Select the New button, in the toolbar on the SkySync Job Control panel. A drop down menu will give you the option of creating a job from a selection of templates. You can choose a basic job, a User Drive Mapping job, a Master Content job, or a Folder Mapping job. User Drive Mapping, Folder Mapping, and Master Content jobs are explained in detail in the document below. Note: Depending on which job template you choose, what connections you choose, and what other options you choose, SkySync will display other options for you to configure and customize your job. Not all features will be available in all circumstances. The following sections outline what to expect when you access each option. SkySync User Guide Page 32 of November 2014

33 A sample of the Add New Job dialog displays below 1. Select the Click to Select Source button. All of the services that SkySync supports display. 2. Select the location that you want SkySync to manage content. SkySync will manage all children of this location. Note: You must have already established a connection between SkySync and the service to enable a job. If you have not established a connection, you may select the New Connection button, in the drop down. For more information on adding a connector, refer to the Adding a Connector topic, in this document. SkySync User Guide Page 33 of November 2014

34 A sample of the drop down menu displays below 2. Navigate through the folders in the service, by clicking the Expand carrot. When you have located the source folder, select the Choose button. 3. Select the Click to Select Destination button. Again, all of the services that SkySync supports display in the drop down option. 4. Select the location that you want files to transfer to. 5. Navigate through the folders in the service. When you have located the Destination folder, select the Choose button. 6. Select the type of job that you want to perform from the Select Job Type drop down menu. You may select a copy, publish, synchronize, migrate, or taxonomy job. a) Select Copy to copy all of the content from the source folder to the destination folder. b) Select Publish to remove all of the content from the destination folder and then copy the information from the source folder to the destination folder. c) Select Synchronize to compare the source and the destination folders, and determine (via time stamp) if there is any new content that needs to be added to the destination folder. Note: Content will be deleted from the source side of the job if deleted on the destination end once an ongoing job pair is established and the Mirror option is chosen for Delete Propagation! Other delete propagation d) Select Migrate to remove all of the content from the source folder and deliver it to SkySync User Guide Page 34 of November 2014

35 the destination folder. e) Select Taxonomy to copy only the folder structure of the source to the destination. This type of job is useful when permissions are a factor. SkySync currently cannot migrate permissions. One process we recommend to accomplish the same effect is: 1. Establish the source and destination connections. 2. Create and run a Taxonomy job for the respective data. This will copy the folder structure to the destination. 3. Have an administrator apply the necessary permissions to the folders on the destination side. 4. Edit the job to Synchronize, Copy or Migrate, whichever one best suits your needs. 5. Run the job. 7. Choose the interval that you want the chosen job to occur at. Select System Default, Manual or Choose Schedule System Default is set to run every 15 minutes. This value is configurable via an application configuration setting. Contact SkySync support for more information. Manual allows you to choose when you want the job to occur, and to start it manually, by selecting the Start button. For more information on starting a job manually, refer to the Starting a Job topic, in this document. Choose Schedule allows you to select the frequency that you want the job to run. Select the Interval button, then choose a predefined frequency from the drop down. The intervals range from 5 minutes to 2 days. You may use the Advanced scheduling mode to define more elaborate schedules. Simple schedule: Advanced: 8. Choose Conflict Resolution policy you want this job to use. Select Conflict Copy, Prefer Latest, Prefer Source, Prefer Destination, or Fail. This will control how SkySync will deal with files that it cannot determine which is the newest. The i icon displays more information in a tool tip to help you decide. Conflict Copy is the default and safest option. SkySync will create another copy of the file in question, appending a time stamp to its name. SkySync User Guide Page 35 of November 2014

36 Prefer Latest is similar to file system behavior last save wins per the timestamp. Prefer Source or Prefer Destination picks the copy from the respective location to support systems of record. Fail will skip the conflict file, log it in the job logs, and wait for an administrator to manually intervene. 9. Choose Delete Propagation policy you want this job to use. Select Mirror, Ignore Source, Ignore Destination, or Ignore Both. This will control how SkySync will deal with files that it detects have been deleted. The i icon displays more information in a tool tip to help you decide. Ignore Both is the default and safest option. SkySync will not remove files from source or destination. Ignore Source or Ignore Destination SkySync will ignore delete events from the chosen location, but will delete content from the opposite side when detected. For example, choosing Ignore Source will not delete any content from the destination if a source item is deleted. If a destination delete is detected, the content will be deleted from the source. The logic is reversed for Ignore Destination. Mirror SkySync will delete content from either side when it detects the content has been deleted from the other side of the job. Note: The Interval button does not display until you select the Choose Schedule option. It is red when there is no interval defined, and changes to green once you have selected a value. 1. Enter a name for the job, in the Name field. The system defaults the name to a name formatted in the [chosen job type]:[source folder] to [ destination folder] format. You may enter any value you like, to personalize the job, or leave the default. Note: If you later change details about the job that would have given a different default name SkySync does not automatically change the job name to match. Don t let this confuse you, and customize the name when in doubt! 2. Select the OK button to complete the creation of the job and to close the Add New Job dialog. You may select the Cancel button at any time, to cancel the creation of the new job and to close the Add New Job dialog box. Note: SkySync will immediately launch the job if you set it for automatic execution. Advanced Job Settings Clicking on the Advanced Link on the Add New Job dialog will offer more options for your job. Depending on your selections, the platforms involved in the job and their support, your features or license level on the platforms, or your version or license of SkySync you will have different options available to you. The types of advanced options are outlined in the sections below. SkySync User Guide Page 36 of November 2014

37 Category apply a category to your jobs to allow you to filter or group them in the job control panel grid. Lock Propagation allows SkySync to manage locks for systems that support check in / check out. Ignore this setting is the default. SkySync will not manage locks. Mirror Locks this setting will cause SkySync to lock a file on the destination if it is detected to be locked on the source and vice versa. The item will show it is locked by the connection identity. Mirror Locks (Impersonate User) this setting will cause SkySync to lock a file on the destination if it is detected to be locked on the source and vice versa. SkySync will use impersonation and information from the User Account Map to lock the file. Notification allows SkySync to send alerts for this specific job to addresses you list here, separated by a semicolon (;). See the Settings Notification tab section in this document for more details. Content Filtering allows you to decide what content is included in your job. See the Content Filtering section in this document for more details. Map Groups allows SkySync to implement advanced features around migrating permissions. See the Map Groups section in this document for more details. Map User Accounts allows SkySync to implement advanced features around impersonation, mirroring locks, preserving author information, and migrating permissions. See the Map User Accounts section in this document for more details. Map Metadata allows SkySync to move metadata on content between systems that support it. See the Map Metadata section in this document for more details. Enable Version Preservation This setting when turned on (by default) allows supported platforms to preserve all versions during a job. For example, when syncing a SharePoint 2010 library with versioning enabled to a cloud platform that supports versioning, SkySync would transfer all versions of a document during the initial job. So if there were versions 1, 2, 3, and 4 on SharePoint, after the initial job there would also be four versions of the content in the cloud platform. Enable Change Only Optimization allows SkySync to use changes or events API s to streamline change detection on platforms that support it via their API. Turning this function off can greatly degrade performance. SkySync User Guide Page 37 of November 2014

38 Enable File Name Transformation allows SkySync to modify file names by replacing invalid characters with an underscore _. Turning this option off may cause jobs to fail depending on your data and platform. Enable author-preservation allows SkySync to use the information from your User Account Map to mark any Edited By/Created By type fields on your content to match on either side of the job. Enable permission-migration allows SkySync to use the information from your User Account Map and Group Map to migrate permissions on files and folders from your source system to your destination system. SkySync will attempt to meet the spirit of the permission, as the levels vary for each platform. If SkySync cannot migrate a permission or has trouble, it will place warnings in the job log for you to work with. Network File System Notes Read Write Read+Write R+W+Delete Full Control Box Viewer Uploader Viewer Uploader Editor Co- Owner Google Can View Can Edit Is Owner Hightail Only valid for users with Can Can Edit address Download Only Egnyte No search for users or Viewer Editor Editor Full Owner groups. Passthrough only. SharePoint Read Contribute Full Control Documentum Read Write Write Delete Delete Huddle SkySync 3.1 See Map User Accounts & Map Groups in this document for more information. Use Trust Mode tells SkySync you have already copied content to the destination. This will only impact the initial transfer. While active, if files exist on both sides, SkySync will assume the files are equal. After the initial transfer, changes on either side will be detected and propagated according to your settings and selected transfer type. This is useful when either the source or destination system does not support preserving timestamps. Zip all unsupported file types tells SkySync to zip and then transfer file types known to not be accepted by the platform. Turning this off can cause jobs to fail if you attempt to transfer unsupported types into a platform that rejects them. Audit Transfer tells SkySync to keep detailed audit logs of all actions for this job. This will take a lot of additional database space so this feature is only enabled when SkySync is installed on a full SQL Server. Analyze Before Saving tells SkySync to run the Pre-Sync analyzer on this job. See the Pre-Sync Analyzer section of this document for more information. Content Filtering (Business and Enterprise editions only) The Content Filtering feature allows you to tell SkySync what content to include in your jobs. Use Exclude filter categories to automatically block certain file extensions from being involved in any job using the filter. The drop-down menu contains all of the saved filter sets. To create a new one click on the Add link SkySync User Guide Page 38 of November 2014

39 to bring up the Content Filter window: Depending on your platform and license you may have some or all of these options. Basic Filters Click the checkboxes to exclude every file extension included in that category. Clicking on the view link will bring up a small window listing every file extension in that category, allowing the user to specify which extensions will be excluded. If the custom checkbox is selected the user can use the drop-down menu below to define whether the specified file extensions entered in the box to the right will be included or excluded. If included is selected only the defined file extensions will be included in the job. When entering desired file extensions use a semi-colon (;) to separate multiples. The Name box allows the user to enter the name for the filter set that will be displayed in the Content SkySync User Guide Page 39 of November 2014

40 Filtering drop-down menu within the Add New Job window. Advanced Filters Per the guidance provided on the dialog, you may Exclude or Include content based on your choices. You may use the created/modified/or access date ranges as appropriate to only include files with time stamps that match your criteria. Metadata Filters If the platforms selected for this job support metadata, you can include a source and/or destination metadata filter. You will create expressions that when the metadata on a file matches will include the item in the transfer. Items not matching the filter will not be copied. For example, if you have an ECM system that has a metadata field on each document called Approved that can be true or false, you can set a metadata filter expression of Approved = true. SkySync will then only copy content flagged by your users, workflows, or back end systems that are marked approved. You can use the Edit button to use a dialog to help you build the expressions, including more complex ones. Note that at this time, SkySync does not support nested expressions or order of operations. By using the Pre-Sync analyzer and noting which items are included in the transfer via the rules you can predict how your expression is working with your data. Contact SkySync support for assistance with this or any advanced topic. SkySync User Guide Page 40 of November 2014

41 Map User Accounts & Map Groups (Enterprise edition only) When using SkySync on supporting platforms you can enter a user map. The map will tell SkySync how to set and sync author based fields like Last Modified By between platforms. In addition, this information will be used for impersonation for author preservation, lock propagation, and permissions migration. You can choose <None> option (default) from the Map User Accounts dropdown to ignore user mapping for this job. If you have already created a map previously for this source / destination pair to use, you can select it from the dropdown. You can click Add Link to launch the Configure Account Links Dialog. Clicking the Edit link with a previously created map in the drop down launches the dialog to edit your choices. An example of the Configure Account Links dialog shows below. Default Settings SkySync will attempt to match users and groups based on rules, and when it cannot match users or groups automatically, it will rely on a map provided by you to map them. When no mapping can be resolved, SkySync will use the account to set for the Unresolved User for the platform. SkySync will put warnings in the job log for entries that cannot be resolved. Check your map settings and platform settings per the messages provided. Begin typing to have SkySync search your platform for matching users/groups. Press tab to select the user/group and move to the next entry box. SkySync User Guide Page 41 of November 2014

42 Default Accounts Once you have entered an unresolved user/group for both source and destination, your map is valid and can be saved. Advanced Settings When there are situations where SkySync cannot correctly link accounts by User Name nor User ID, you can tell SkySync specifically what accounts to link. Click the Use Advanced Settings checkbox to set up advanced mappings for these exception cases Use the search boxes as above to find and define specific exception cases you would like SkySync to use when mapping users/groups. Press the green plus icon to add a link. Click the red X icon to remove a link you have defined. If you don t want to enter the exceptions one by one, you can import the list from a CSV file. Contact SkySync support for assistance. Group maps work identically, but do not have an Unresolved Accounts option. When you are finished, press OK to save the User/Group Map. SkySync User Guide Page 42 of November 2014

43 Map Metadata If you wish to have SkySync move your user defined metadata along with your content, you need to provide a metadata map. As long as both platforms support metadata, SkySync will use your map to choose what fields to move across and how to resolve conditions like missing required field data. From the Advanced section of the Add New Job dialog, click the Add or Edit link to modify the metadata map for this job. From the dropdown you may use any previously defined map for this source/destination pair. The Default <None> option will not transfer any metadata values. If a system supports metadata but not the definition of metadata structures, the list may be empty as shown in the screen shot. Otherwise, a list of metadata fields for each location will be shown. By pressing Mirror, SkySync will auto link all metadata fields and names. You may then click on the individual lines and press Delete on your keyboard to remove links you do not want. If the fields are already populated, you can drag the source field onto your desired destination field to establish a link. You may click the Add link to manually add one field. Click the Red X to remove a field you do not want. SkySync User Guide Page 43 of November 2014

44 The clicking the Advanced Settings mode gives you more options on how to handle missing metadata values. You can choose to ignore them, fail to raise an error to the job log, or provide a default value. Required fields are noted with a red checkbox on the left. Press OK to save your metadata map, and during job execution SkySync will use your settings to populate the metadata for your content. Pre-Sync Analyzer This setting when turned on runs a series of tests against your job to point out any problem areas before you begin transferring data and files. This can help avoid issues with bad files, file names, permissions problems, and many other areas. Depending again on your platforms, licenses, and selections the test contents may vary. An example SkySync User Guide Page 44 of November 2014

45 analysis is shown below. SkySync User Guide Page 45 of November 2014

46 The analysis may take a few moments. A progress bar will let you know what is happening. When all your tests are complete, they will be flagged green, yellow, or red for OK, warning, or failure respectively. Any areas that might impact your job will allow you to export a list defining the potential problems to CSV for analysis outside of SkySync. Some rules may have a? icon, indicating you can click there for more information about the rule being tested. Press OK to continue and save your job, or Cancel to abort the process. Note: you can run the Job Inspector from the context menu of a job by right clicking on it and selecting Inspect Job. This will provide similar information to the pre-sync analyzer along with an analysis of the differences between source and destination. Other Job Templates SkySync allows automation of job creation to simplify maintenance for certain tasks. User Drive Mapping Creating a User Drive Mapping job will allow the user to easily sync data from a storage provider to a Box, Google Apps, or One Drive for Business account. When creating a new User Drive Mapping job, SkySync will create a master-job for the map. When that job runs SkySync will scan the source and the destination and create a sub-job for each relevant folder. In order for this feature to function the administrator must be a co-administrator with the on behalf of privilege granted in the Box account or similar elevated permissions for other platforms. Contact SkySync Support for assistance with this advanced feature. An example path that would be created as a sub-job by the convention master job would be: \\Server\SharedFiles\Users\JSmith to the Box account for JSmith. Data will be synced from the first to the second. Exceptions From the Add New Job window, selecting Advanced will show the advanced job options. With a User Drive Mapping job, clicking on Exceptions will bring up the exceptions window, displayed below with Advanced Settings expanded. SkySync User Guide Page 46 of November 2014

47 Match Type: Directory: SkySync will attempt to match each source directory name directly to each destination account. Example: user1234 > LDAP: Selecting this setting from the drop-down menu will enable a configure button, which will bring up the following window: Here the user can configure SkySync to use your active directory or other LDAP directory to search for the appropriate user based on information contained in the source folder name. Note the watermark text on each field as it is the guide to what information SkySync needs to query your LDAP directory and map the user accounts. Please feel free to contact SkySync support with assistance configuring this advanced function. Domain: If an domain is entered in this field, SkySync will only map to accounts belonging to the SkySync User Guide Page 47 of November 2014

48 designated domain. Import/Export Exceptions Exceptions can be imported from a.csv file, or the user can create a list of the configured exceptions by exporting as a.csv file. Link Home Drives The user can manually link accounts by entering in the Source folder and the desired destination account. This is useful when the two names have no obvious connection, when the account doesn t exist in either sides, or when one account has inherited content from another account. Master Content A Master Content job allows the user to Copy or Publish a source (the Master) to every child directory of the chosen destination. When the Master Job is created a parent-job will be scheduled to run, creating each a sub-job for each directory. If a convention path is entered, a folder with that name will be created as a child for each subjob. This type of job is useful for transferring static data to many separate destinations. For example, if the user wishes each folder in a system to have InstructionManual.txt, a Master Content job with the source containing InstructionManual.txt will copy the file to every child folder one level below the destination. A sample of the Add New Job window for Master Content jobs with Advanced settings open displays below. Folder Mapping Creating a Folder Mapping job will allow the user to create many jobs at once to simplify jobs between multiple cousin folders. When a Folder Mapping job is created a parent-job will also be created similar to a User Drive Mapping job. After the parent-job runs a sub-job will be created for each folder as defined in the Source Convention box (explained below). When the sub-jobs run, if an identical folder does not SkySync User Guide Page 48 of November 2014

49 exist on the destination it will be created and data will be transferred accordingly. A sample of the Add New Job window for User Drive and Folder Mapping jobs with Advanced settings open displays below. Source Convention The Source Convention box is where the user enters the name of the folder containing the child directories that will have a sub-job created for them. Exclusions Clicking on the Exclusions link next to the Source Convention box will bring up the Exclusions window. SkySync User Guide Page 49 of November 2014

50 The user can select which folders to either include or exclude when sub-jobs are created through convention jobs. The user should be aware that when selecting to include certain folders SkySync will not add new jobs for any new folders that are created after the convention master-job is created. The user will have to do this manually. If exclude is selected however SkySync will continue to automatically add new sub-jobs for newly created folders every time the master-job runs. Destination Convention The Destination Convention box allows the user one more level of flexibility in transferring data to the destination. An example of data transfer if this field is left blank would be: \\Server\Users\JSmith to Sharepoint\Users\JSmith. Entering WorkFiles into the destination box would result in: \\Server\Users\JSmith to Sharepoint\Users\JSmith\WorkFiles. Exceptions Clicking on the Exceptions link next to the Destination Convention box will bring up the Exceptions window. The Exceptions window allows the user to configure how accounts on the source side are linked to accounts on the destination side. Default Settings The three checkboxes are all selected by default. Account will be linked by matching names and IDs. If the account on the destination side is disabled the corresponding sub-job will be deleted the next time the master-job is ran. Advanced Settings SkySync User Guide Page 50 of November 2014

51 If the Use Advanced Settings checkbox is selected the window will expand to include the Advanced Settings. Here the user can manually link two accounts that will not be linked by the default settings. Imports can be imported or exported using.csv files. To manually link two accounts enter the names in the appropriate boxes and click OK. Working with Your Jobs Once you have established jobs for SkySync to perform, you can control them manually, such as starting or stopping a job, or pausing it indefinitely. Deleting a Job You may delete a job that you no longer need. To delete a job: 1) Select the job that you want to delete by clicking the checkbox to the left of the job. 2) Select the Delete Job button Note: the Delete Job button is not enabled until you have selected a service. 3) The Delete Job confirmation dialog box displays. SkySync User Guide Page 51 of November 2014

52 A sample of the Delete Job dialog box displays below. 4) Select the Yes button to confirm the deletion. The confirmation box closes and the job is removed from the Dashboard. Select the No button to cancel the deletion and return to the Dashboard. Starting a Job You can start a job that you have set up to run, manually. You can also restart a job that you paused. To start a job: 1) Click the checkbox next to the job that you want to start. 2) Select the Start button from the toolbar in the Job Dashboard panel 3) The Start Job confirmation box displays A sample of the Start Job confirmation box displays below 4) Verify that the job you are about to start is the correct job. SkySync User Guide Page 52 of November 2014

53 5) Select the Yes button to start the job and close the Start Job confirmation box. You may select the No button to cancel the start of the job and close the confirmation box. Pausing a Job You can manually interrupt a job in process, or pause a scheduled job from running at the next scheduled interval. To pause a job: 1) Click checkbox next to the job that you want to halt 2) Select the Pause button from the toolbar, in the Job Control panel 3) The Pause Job confirmation box displays A sample of the Pause Job confirmation box displays, below 4) Select the Yes button to pause the job and close the Pause Job confirmation box. You may select the No button to cancel pausing the job and closet the confirmation box. Viewing the Log History SkySync generates a log for each job every time that it is run. The log contains information such as the time the job occurred, how long it took, the amount of data that was transferred and any errors that arose while it was running. You can then export the error log to a CSV file. To view the log: 1) Click the checkbox next for which you want to view the report. SkySync User Guide Page 53 of November 2014

54 2) Select the History button on the toolbar in the Job Control panel 3) The History log displays Note: the History button is not enabled until you select a job. The History button will not be enabled until one or more jobs have created a history record. SkySync User Guide Page 54 of November 2014

55 A sample of the History log displays, below 4. Select the instance of the job that you want to view the log for, from the drop down menu in the Execution History field. 5. Select the Export Failures button to export a.csv file of all the failures associated with the job. Viewing the Audit History The Audit feature is only enabled when SkySync is configured to use a full SQL Server due to the large amounts of data that can be added to the database. Under the Advanced options in the Add New Job window, there will be an Audit Transfer checkbox. If selected, SkySync will keep track of every item creation, transfer, and deletion. When this setting is enabled, if the user views the Job History there will be an Audit tab in the middle window that details all operations SkySync performed for that job run. A sample of the Audit tab in Job History displays below. SkySync User Guide Page 55 of November 2014

56 Viewing the Server Status SkySync logs all of the job activity performed by the system. Information such as the number of runs, successes, amounts of data sent/received and files sent/received are available. To view the job log: 1. Select the Server Status button on the toolbar in the Job Control panel 2. The Status log displays A sample of the Status log displays below SkySync User Guide Page 56 of November 2014

57 3. Select the X in the upper right hand corner to close the Status log. Job Inspector The Job Inspector allows you to review the status of any one of your jobs. It helps you determine what the state of your source and destination are, and what work SkySync has left to do to complete any content transfer tasks. To access it, right-click on the job in question in the Job Control Panel and select Inspect Job from the menu. Functioning similarly to the Job Analyzer, the inspector will check for connectivity, file/folder creation for the source and destination connections, and it will count the number of items and the post-transfer usage of your allotted license. It differs from the Job Analyzer in that the Inspector will detect the changes in both the source and the destination. It will report the number of new files, the number of deleted files, and subsequently the number of changes SkySync will perform the next time the job is ran. The Analyzer tries to predict the outcome of the first job run, the Inspector adds detail on what SkySync has done previously, what the current state of each repository is, and what SkySync will do next job run. As in the Job Analyzer, clicking on "View" next to the reports will open the list in Microsoft Excel, or saved as a.csv file by clicking on "export as csv". Two pictures of the Job Inspector showing the categories reported are displayed below. SkySync User Guide Page 57 of November 2014

58 SkySync User Guide Page 58 of November 2014

59 Using the Navigation Panel SkySync contains a Navigation panel where you can view and work with your folders and the files contained in them. Beyond basic navigation, SkySync provides additional options to help you manage your storage providers. You may access the Navigation panel by clicking the tile on the Home screen or by selecting Navigation from the drop down navigation. A sample of the Navigation panel displays below Toolbar The SkySync window contains a toolbar. All system functionality for SkySync is handled through this toolbar. The buttons available vary based upon the pane that you are viewing. A sample of the SkySync toolbar displays below. The following buttons are available on the Navigation panel: SkySync User Guide Page 59 of November 2014

60 Use the Back navigation arrow to move back through screens that you visited, previously. Use the Forward navigation arrow to move forward through screens that you have visited, previously. Use the View button to open or close the Destination pane. The Destination pane is closed, by default. The View button only displays on the Navigation panel Use the Add Connection button to connect to a new service. For more information on connectors, refer to the Adding a Connector topic, in this document. Use the Settings button to customize the appearance of SkySync. For more information on the appearance of SkySync, refer to the Settings topic, in this document. Adornments The SkySync Navigation pane uses adornments on entries to give you more information. Some common examples are a small yellow user icon to denote the connection is an admin connection. Some platforms will show a small blue user icon on a folder to denote that folder is a shared folder. Arrows will indicate a folder that is the source (up) or destination (down) of a configured sync job. The color coding will match the status of the job, gray for paused/not started, green for successful, yellow for successful with warnings, or red for errors detected. A small padlock icon on a file indicates it has been locked or checked out from the system. Creating a New Folder You can create a new folder, in the Navigation pane. To create a new folder: 1. Navigate to the location in the tree view where you want the new folder 2. Right-click and select New Folder from the resulting context menu. 3. The New Folder dialog displays A sample of the New Folder dialog displays below. SkySync User Guide Page 60 of November 2014

61 4. Enter the name of the new folder in the field 5. Select the OK button. 6. You may select the Cancel button at any time to close the dialog and return to the Navigation pane. Deleting a Folder You can remove a folder from the tree view. To delete the folder: 1. Navigate to the folder in the tree view that you want to delete 2. Right-click and select Delete from the resulting context menu. 3. A warning dialog box displays A sample of the Delete Folder warning box displays below 4. Select the Yes button to delete the folder and close the Delete Folder dialog box. You may also select the No button to cancel the deletion and close the dialog box. 5. The folder is removed from both the tree view and your storage system. Viewing your Folders You can view the contents of your folders in the tree view, in the Source pane, on the Navigation panel. SkySync User Guide Page 61 of November 2014

62 To view the contents of your folder: 1. Navigate to the folder in the tree view that you want to view 2. Right-click and select Open from the resulting context menu to open any sub folders or files in the Source pane. 3. If there are subfolders, the next folder displays both in the tree view and in the detail pane. If there are no secondary folders, but there are files, the files display in the detail pane. Note: you may view/move/delete files the same way that you do folders. Renaming a Folder You may rename a folder in the tree view. Renaming it also renames it in your storage system. To rename a folder: Navigate to the folder in the tree view that you want to rename 1. Right-click and select Rename from the resulting context menu 2. The Rename Folder dialog displays A sample of the Rename Folder dialog box displays below 3. Highlight the existing name and replace it with the new name that you have chosen 4. Select the OK button to complete the process and close the Rename Folder dialog box. You may select the Cancel Button at any time to cancel the renaming operation and close the dialog box. Moving your Items You can right-click on any folder in the tree view and select Cut or Copy from the resulting context menu. Navigate to the appropriate folder in the Destination pane, right-click and select Paste, to paste SkySync User Guide Page 62 of November 2014

63 your files to their new location. Note: Per standard Windows functionality, copying will simply move a copy of the file to the new location, while cutting will remove the file from its source location. Deleting a File You can remove a file from your system, in the tree view. To delete the file: 1. Navigate to the file in the tree view that you want to delete 2. Right-click and select Delete from the resulting context menu. 3. The system displays a confirmation dialog, confirming that you want to delete the file SkySync User Guide Page 63 of November 2014

64 A sample of the Delete Item confirmation box displays below 4. Select the Yes button to delete the selected file and close the Delete Item confirmation box. You may select the No button to cancel the deleting of the file and close the confirmation dialog. 5. The file is removed from both the tree view and from your system. Viewing a File You can view your selected file from the Viewer pane in the Navigation panel. SkySync gives you the option of opening the file in Windows Explorer, or of opening it in the program that you have associated with the file type. To view your folder in Windows Explorer: 1. Navigate to the file in the Results pane that you want to view 2. Right-click and select Open in Explorer from the resulting context menu. 3. Windows Explorer opens, with the file you selected highlighted. Note: you may view/move/delete folders the same way that you do files. For more information on viewing folders, refer to the Viewing your Folders topic, in this document. To open your file in a program: 1. Navigate to the file in the Results pane that you want to view 2. You may double-click the file to open it in the program associated with its program type. For example, a.doc file automatically opens in Microsoft Word. 3. Alternatively, you may right-click and select Open from the resulting context menu 4. Your system launches the program, and the selected file opens SkySync User Guide Page 64 of November 2014

65 Renaming an Item You may rename an item in the tree view. Renaming it also renames it in Windows. To rename an item: 1. Navigate to the item in the Results pane that you want to rename 2. Right-click and select Rename from the resulting context menu 3. The Rename Item dialog displays A sample of the Rename Item dialog box displays below 4. Highlight the existing name and replace it with the new name that you have chosen 5. Select the OK button to complete the process and close the Rename Item dialog box. You may select the Cancel Button at any time to cancel the renaming operation and close the dialog box. Moving your Folders Use the Navigation panel to move your files and folders from one location to another. You may move them, manually, by cutting/pasting or by employing drag and drop functionality. SkySync has a Destination pane in the Navigation panel, in order to more easily see where you are placing your files. For more information on using the Destination pane, refer to the Navigation Panel topic, in this document. Only folders that you have in a particular location display in the Source pane and in the Destination pane. The files in these folders display in the Detail pane. Note: The main tree view pane is labeled the Source pane when the Destination pane is opened. SkySync User Guide Page 65 of November 2014

66 Copying/Cutting your Folders You can right-click on any folder in the tree view and select Cut or Copy from the resulting context menu. Navigate to the appropriate folder in the Destination pane, right-click and select Paste, and the system pastes your files to their new location. Note: Per standard Windows functionality, copying will simply move a copy of the file to the new location, while cutting will remove the file from its source location. Dragging and Dropping your Folders To drag your files from one location and drop them in another, simply click on the folder in the tree view and drag it, while holding the left mouse button down, to the desired location. Release the left mouse button and the files are copied to the new location. You may select multiple files by holding down the CTRL key, while clicking. Note: You can permanently move a file by holding the Shift key down while dragging and dropping the file. Once you release the file, it is moved. After refreshing the view, you will see the file in its new destination, and no longer in the source folder. Adding a Favorite Folder You can add frequently used folders as favorites in SkySync. Favorite folders are easily accessible from the Home page, as well as the Favorites panel. To add a favorite folder: 1. Navigate to the folder in the tree view that you want to designate a favorite 2. Right-click and select Add Favorite from the resulting context menu 3. The Add Favorite dialog box displays A sample of the Add Favorite dialog box displays below SkySync User Guide Page 66 of November 2014

67 4. Enter the name of the favorite folder in the field 5. If you want to customize the appearance of the tile on the Home screen and in the tree view, select a color from the choices available. 6. Select the OK button to complete the process and close the Add Favorite dialog box. You may select the Cancel button to cancel the creation of the favorite folder and close the dialog box. For more information on favorites, refer to the Using the Favorites Panel topic, in this document. Note: You can also perform actions in the tree view and in the Destination panel after navigating to a favorite. This makes it easy to get to the content you use most frequently. Defining a Job You may define a job from the tree view in the Navigation pane by right clicking on the folder you want to job. Select Define Job from the resulting context menu. For more information on defining jobs, refer to the Creating a New Job topic, in this document. Connection Pooling Certain job types allow for connection pools to be used as destinations to increase performance. Connection pooling allows the user to group together multiple accounts and run them together in a job with the entire pool as a singular destination connector. To create a connection pool, any accounts must first be created as connectors in SkySync. Once created, right-click on any one of the desired connectors in the Navigation Panel. The following menu will appear: SkySync User Guide Page 67 of November 2014

68 Under Connection Pool, select a color to assign to the pool. You will then be prompted to select a name for the pool. A dot of the corresponding color will appear next to the connector. Once completed, to add other Box connectors simply right-click on them and select the color you assigned to the first connector. Repeat for every desired connection. To run a job with a connection pool, from the Job Control Panel click "New" on the toolbar and select "New User Drive Mapping" from the drop down menu. In the Add New Job screen that appears, if you select Box as the destination, all of your Box connections in addition to the pool will be displayed. You can select the pool to act as the destination, as shown in the picture below. Locking and Unlocking Files Certain platforms support locking and unlocking files. On the context menu for a file, you will see the appropriate options. A locked file will be adorned with a lock icon. SkySync User Guide Page 68 of November 2014

69 Using the Basic Search Panel SkySync allows you to search across multiple cloud, local and network locations simultaneously. The results are displayed in a central location on your desktop, and you can work with them within SkySync. You can move files from one location to another, delete them, rename them or simply view them, all from your desktop. You may access the Basic Search panel by clicking the tile on the Home screen or by selecting Basic Search from the drop down navigation. Toolbar The Basic Search Panel contains a toolbar. All system functionality for SkySync is handled through this toolbar. The buttons available vary based upon the pane that you are viewing. A sample of the Basic Search panel toolbar displays below. The following buttons are available on the Basic Search panel: Use the Back navigation arrow to move back through screens that you visited previously. Use the Forward navigation arrow to move forward through screens that you have visited, previously. Use the Add Favorite button to create a favorite file or folder. For more information on adding favorites, refer to the Adding a Favorite Folder topic, in this document. Use the Add Connection button to connect to a new service. For more information on connectors, refer to the Adding a Connector topic, in this document. Use the Settings button to customize the appearance of SkySync. For more information on the appearance of SkySync, refer to the Settings topic, in this document. SkySync User Guide Page 69 of November 2014

70 Performing a Basic Search SkySync opens to the Home screen, by default. From this screen, you can select the Basic Search tile to open the Basic Search panel. Here you can search for files stored on your computer, or in any of your supported file storage services. You may perform a simple search, or choose from saved or favorite searches. For more information on favorite searches, refer to the Working with Favorite Searches topic, in this document. To perform a basic search: 1. Select the Basic Search tile from the Home screen. You may also select Basic Search from the drop down navigation menu, next to Home button. 2. The Basic Search panel opens SkySync User Guide Page 70 of November 2014

71 A sample of the Basic Search panel displays below 3. Select the locations that you want SkySync to search, from the Scope drop down menu. All available services are selected by default. Select the Select All link to select all services listed; select the Deselect All link to clear all services. 4. Enter your search term(s) in the search field 5. Press Enter on your keyboard, or click the magnifying glass icon in the search field, to initiate the search 6. Your search results display in the Results pane below the search field. The results from each service display in their own tab in the Results pane. For more information on search results, refer to the Working with your Search Results topic, in this document. Saving a Favorite Search You can save a search that you commonly use, as a favorite search. This speeds up the searching process for often repeated searches, allowing you to perform a search without re-entering the search criteria, each time. SkySync User Guide Page 71 of November 2014

72 To save a favorite search: 1. Enter the search criteria that you want to search for in the Search field. For more information on performing a search, refer to the Performing a Basic Search topic, in this document. 2. Select the service(s) that you want to search from the Scope drop down menu 3. Select the Add Favorite button. 4. The Add Favorite dialog box displays A sample of the Add Favorite dialog box displays below 7. Enter the name that you want your favorite search to be called in the field provided. The search terms populate the field, by default. You may accept this name or enter a new one. 8. You may color code the appearance of your favorite search tiles, by selecting one of the colors available. For instance, if you want all of your image searches to be easily recognizable, consider making the tiles all the same color, for easy visual grouping. 9. Select the OK button to name the favorite search and close the dialog box. You may select the Cancel button at any time to cancel the creation of the favorite search and close the dialog box. 10. Your favorite search now displays as a tile on the Home screen, as a tile on the Favorites panel and under My Searches in the navigational drop down. For more information on favorite searches, refer to the Working with Favorite Searches topic, in this document. Working with Your Search Results Once you have performed a search, the results display in the Results pane. Each service that you selected in the Scope drop down menu will display in its own tab. You can reorder these tabs by dragging and dropping, if desired. The following topics in Working with Your Search Results are all actions that you can perform by rightclicking and choosing an option from the context menu. SkySync User Guide Page 72 of November 2014

73 A sample of the Results pane displays below Select the file that you want to work with, from the list. Double click the file in the results pane. The containing folder then opens in the Navigation panel, with the selected file highlighted. Double click the selected file to open it. Note: Each tab contains an X, visible when you hover over it with your mouse. Click the X to close the tab and clear the results from that specific search. Working with Favorites Once you have established favorite places and searches, you can easily find files and/or folders that you frequently use. You may access your favorites from the Home screen by either selecting the Favorites tile or by selecting the individual favorite tiles. You may also access them from the drop down option on each panel. Accessing your Favorite Searches from the Favorites Tile Selecting the Favorites tile opens the Favorites panel. On this panel, all of your favorite searches are displayed as tiles. SkySync User Guide Page 73 of November 2014

74 An example of a favorite search tile displays below The name of search is displayed on the tile, as are the service(s) that are in the scope of the search. Select the desired tile to execute the search. Note: You cannot edit a favorite search. If you want to make changes to one, you need to create a new search and delete the existing one. Accessing your Favorites from the Home Screen Your favorite display as individual tiles on the Home screen. These items are readily available as soon as SkySync launches. Note: The tiles are arranged on the Home screen, in order of most commonly used favorite to least commonly used favorite. For favorite searches, selecting the tile launches the search. The results display in the Favorites panel. Click on the file that you want to open, to see it in the Navigation pane. For more information on executing a basic search, refer to the Performing a Basic Search topic, in this document. For favorite places, selecting the tile opens the navigation panel and navigates to the favorite location. Deleting your Favorites You can delete your favorites from either the Home screen or from the Favorites panel. To delete a favorite search: SkySync User Guide Page 74 of November 2014

75 1) Select the X on the upper right corner of the favorite search tile 2) The Confirm Delete confirmation box displays A sample of the Confirm Delete confirmation box displays below. 3) Select the Yes button to confirm the deletion of the favorite search and close the Confirm Delete confirmation box. Select the No button to cancel the deletion and close the confirmation box. Using the Favorites Panel The Favorites panel is comprised of user-defined tiles. All of the folders, searches or files that you have saved as favorites display on this panel. Use the Favorites panel to quickly access commonly visited searches or places. Select the appropriate tile to execute the search. To access the Favorites panel, you may click the tile on the Home screen or select Favorites from the drop down navigation. For more information on the types of tiles, refer to the Working with Tiles topic, in this document. SkySync User Guide Page 75 of November 2014

76 A sample of the Favorites panel displays below Toolbar The Favorites panel contains a toolbar. All system functionality for SkySync is handled through this toolbar. The buttons available vary based upon the pane that you are viewing. A sample of the Favorites toolbar displays below. SkySync User Guide Page 76 of November 2014

77 The following buttons are display on the Favorites panel: Use the Back navigation arrow to move back through screens that you visited, previously. Use the Forward navigation arrow to move forward through screens that you have visited, previously. Use the Add Connection button to connect to a new service. For more information on connectors, refer to the Adding a Connector topic, in this document. Use the Settings button to customize the appearance of SkySync. For more information on the appearance of SkySync, refer to the Settings topic, in this document. Aside from toolbar buttons, there are many actions you can perform through right clicking on the favorite files/folders. Exiting SkySync You do not need to log out of SkySync, simply click the X in the upper right hand corner to exit the system. Your SkySync service is still running however, and will run your job jobs as scheduled as long as your server or workstation is running. SkySync User Guide Page 77 of November 2014

78 Appendix A Enabling Long Path Support for File Systems As installed, SkySync does not support jobs with paths longer than 255 characters in the File System connector. Any job ran with such a path will report an error. Support for path files over the 255 character limit can be enabled on versions or later using the following steps: 1. Locate the file appsettings.config located in the SkySync install directory (default path: C:\Program Files (x86)\skysync) 2. Open appsettings.config with Microsoft Notepad as an administrator. Add the following line: <add key="filesystem.enablelongpathsupport" value="true" /> The file should look something like this: Save the changes. 3. Open the services list (run services.msc), locate the SkySync service and restart it for the changes to take effect. Your file system provider and network share connections should now support file names and path depths much greater than 255 characters. These deep paths may not always be fully explorable in Windows Explorer tools however, as many of those tools still have inherent 255 character limits. SkySync User Guide Page 78 of November 2014