efilecabinet file sync user guide

Last Updated 9/25/2014 2:05:08 PM by [KMcQuivey] FileSync User Guide- 8-8-14 © 2014 eFileCabinet. All rights reserved. This publication contains proprietary information not to be distributed outside of eFileCabinet. This document, in whole or in part, must not be reproduced in any form without the express written permission of eFileCabinet.

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FileSync

Procedures Documentation


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1.0 FileSync Approved by Benoy Tamang on August 12, 2014

Introduction

FileSync is an efficient, automated way to synchronize files without manual initiation. FileSync works with eFileCabinet Online, and allows any file from a Windows structure to sync with eFileCabinet’s online structure. It is a true sync and provides constant and effortless upload/download or upload-only syncing of all designated files. To utilize FileSync, you will need to download the FileSync Installer from the eFileCabinet Online Add-on Menu, then run a one-time, ‘catch-up’ sync. Once this initial sync has finished, future syncing will occur automatically and efficiently every 30 seconds with no user administration required.

Step Action

1 Download the FileSync Installer. This is a quick, small install requiring just 4 MB of space.

Log in to eFileCabinet Online. Click the Help Tab in the tool bar.

2 Click on the Download Add-ons option.


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Step Action

3 You will then be asked if you want to Run or Save addonmanager.exe. How this message appears will differ depending on your computer and configuration. Below is one example:

Choose to Run the program.

4 The following message will display as the Add-on is installed:

5 Once finished installing, the eFileCabinet Online Add-on Manager Option Box will display.

Select FileSync and click Apply. The program will then automatically install.


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Step Action

6

Once the program has finished installing, the FileSync Login Window will display. Enter the same Username and Password that you use for your eFileCabinet Online account.

Remember, this ‘catch up’ sync is a one-time process, meaning the first time you sync, it will ‘catch up’ and sync all folders/files. Once this initial sync has finished, future syncing will only capture file changes and syncing will occur on a regular and automated basis.


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Step Action

7

Once logged in, you will be able to view all Cabinets, Drawers, and Folders you have permission to access.

Depending on the amount of information you have access to, this may be a very long list.


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Step Action

8

Select the cabinets, or specific items within a cabinet, that you wish to sync. The number of items does not matter, and may be changed at any time in Settings (see Step 21). Click Next.


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Step Action

9

Select the location where you wish to sync your files. You can easily find a specific folder by clicking on the Folder Search icon:


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Step Action

10

Click the folder you wish to sync to, then click Select Folder.

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Once you have selected the file sync location, click Finish!


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Step Action

12

All files you selected in Step 9 will begin syncing. Depending on the size of the information that is syncing, this step may take 1-2 days during this initial sync. It may also potentially slow down your computer. After this initial one-time, large sync is completed, future syncing will occurr automatically and much more quickly.

As the files are syncing, you may check the status by clicking on the small, eFileCabinet cloud icon located in the system tray. Click the FileSync Cloud Icon to check your file sync status and to access syncing options.


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Step Action

13

The FileSync Pending Changes Window will appear.

This is how this window will display when all syncing is completed. In the above example, all syncing is ‘Up to date.’ Click the wheel in the upper right corner for FileSync options.

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When the initial sync has finished, you will now have a FileSync Folder Icon on your desktop. This icon will allow you to open directly to your FileSync folder.


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Step Action

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FileSync Options include:

Pause syncing

Change settings

Debug logs

Exit


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Step Action

16

Pause Syncing There may be times you wish to pause automatic file syncing. The default setting for file syncing is every 30 seconds. If you have a computer that is slowed down by the file syncing, you may wish to pause the syncing and resume it later. You can also pause syncing and change the settings so that syncing only occurs during certain hours. From the FileSync Options box, click the grey wheel in the upper right corner. Then click Pause syncing.

Syncing will display as Paused. You may continue working on your computer as usual while syncing is paused.


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Step Action

17

To resume syncing, click the FileSync Icon on your desktop. Then click on the wheel in the upper right corner of the Pending Changes Window.

Click Resume Syncing to unpause your file sync.


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Step Action

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Change Settings All FileSync Settings options are controlled by selecting the Settings option from the Pending Changes Window of FileSync.

Click the grey wheel in the upper right corner of the Pending Changes Window, then click Settings.


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Step Action

19

The FileSync Settings Window will display. There are two tabs: General and Online Items.

From General Tab, you can choose:

Whether to upload and download or upload only

How often you want FileSync to poll online for changes. The default setting is every 30 seconds.

You may select to sync only between certain hours. If you notice that syncing slows your system while working on your computer, you may wish to set files to sync during hours that you are offline.

FileSync settings are defaulted to automatically start after you have logged in to Windows, and not to sync hidden files and folders. You may change both of these default settings from this screen. The Disconnect Account button lets you disconnect FileSync from your account and log in as another account. However, please note that doing this will require a complete resync, even if you log in as the same user as before. Once you have selected your settings changes, click Save.


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Step Action

20

From the Online Items Tab, you can change which cabinets and folders you wish to sync at any time.

Click the Online Items Tab. All of the Cabinets, Drawers, and Folders to which you have access will display. Select which items you wish to sync, then click Save.


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Step Action

21

Debug Logs

The last option available in the Pending Changes Window is the Debug Logs options. This option can be used if the file sync process experiences an error for any reason. This option is typically used by eFileCabinet’s IT department, or possibly your corporate IT department, for troubleshooting purposes. If you choose to generate a log, click on Debug logs.

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A Debug Log for that date will be generated and can be reviewed for troubleshooting purposes.

23

The FileSync Folder Icon will take you to your FileSync Folder.

24

The eFileCabinet Online Icon will take you to your eFileCabinet Online account.

25

The Exit Button will close FileSync completely.


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Document Revision History

Date Author Comments

8/4/14 K McQuivey Began FileSync documentation.

8/6/14 K McQuivey Reviewed with Stephen Wood.

8/8/14 K McQuivey Sent to Benoy Tamang for approval.

8/12/14 K McQuivey Approved; sent to Natasha for posting.

efilecabinet file sync user guide

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