The first time you log in to the iFolder server, iFolder creates and activates an iFolder account for you on the iFolder server. You must configure the iFolder client before you can use it. Your iFolder administrator sets iFolder client and server policies that govern which features and settings of the iFolder client you can personalize and which are mandatory. Some of the options mentioned in the following instructions might be dimmed (viewable but not modifiable) or absent, depending on the policies set for your account.
Activate your Internet or network connection and set your Web browser to work online.
If Configuring on Windows Client:
Start an iFolder client session using one of the methods described in Step 5 in Installation Procedures.
A dimmed iFolder icon appears in your system tray and a Setup Complete message appears on your desktop.
If Configuring on Linux Client:
Start an iFolder client session, by executing the following command in the system console:
novell-ifolder-client
Or
Launch it from the Menu Panel
The inactive iFolder icon appears on your status bar.
Read the Setup Complete message, then click Continue.
Complete the login information.
Type your iFolder user ID. For example, acatt or jsmith.
Type your password.
Specify the iFolder Server where your iFolder data and account information reside.
By default, the Server field contains the default iFolder server's DNS name or IP address with a port number, if any. Get the server information from your iFolder administrator.
If you connect to the iFolder server through a proxy server, click Set Proxy to open the Proxy Settings dialog box. Enable Use Proxy, specify the IP address or DNS name and the port number of your proxy server, then click OK.
Get the proxy server information from your iFolder administrator. The proxy setting applies only to the current workstation; it can vary between workstations.
To place a shortcut to your local iFolder directory on your current desktop, check the iFolder Shortcut check box. This setting can vary between workstations.
Click Login.
Browse to and select the area on your hard drive where you want to create your local iFolder directory and store your iFolder files, then click OK.
Your local iFolder directory can be in a different location on each of your workstations, if desired. The location path, including the drive letter and backslash (\) characters, cannot exceed 259 characters. Also, the path is the exact location of your iFolder files.
In Windows 2000 and XP, the default location is c:\documents and settings\logon\my documents\ifolder\username\home. For Windows 98, the default location is c:\my documents\ifolder\username\home. Logon is your Windows logon name, such as Administrator or Alice Catt. Username is your iFolder user ID, such as acatt.
Specify your security preferences.
Check the Save Password check box to enable the iFolder client to save your password and log in automatically to the iFolder server from this workstation.
iFolder prompts you for the user password whenever you log in to the iFolder server. If you save the password, you do not see the Login dialog box during the login process.
Although automatic login is convenient, it might not be a desirable option in an environment where passwords change frequently. iFolder authenticates your password against the LDAP directory and is not aware of password changes made at the network level. You must be logged in to iFolder to disable the Remember Password option. If you change your password while logged out of iFolder, you might inadvertently lock yourself out of the iFolder client.
In addition, iFolder synchronizes your files as soon as you log in to the iFolder server and intermittently after that as long as you have an active connection to the server and your Web browser is set to work online. There might be occasions when you do not want iFolder to synchronize files automatically, such as when you want to reserve limited bandwidth for other activities.
To modify your Save Password preference later: Log in to iFolder, right-click the iFolder icon in the system tray, click Account Information > Preferences, then check or uncheck the Remember Password check box.
(Highly recommended) Check the Encrypt Files check box to encrypt your files for transmission and for storage on the iFolder server.
iFolder stores your iFolder data locally in clear text. If you enable encryption, iFolder encrypts your iFolder data before it sends files across public or private connections to be stored on the iFolder server and synchronized to your other workstations. Files remain encrypted on the iFolder server and in transit. When it downloads files from the iFolder server, iFolder decrypts files as they arrive at the workstation and stores them locally in clear text. Currently, iFolder uses the Blowfish encryption algorithm.
This setting applies for the life of the account and across all workstations.
Click OK.
If you enabled encryption in Step 6.b, specify your encryption passphrase preferences.
Specify your encryption passphrase, then type it again to confirm it.
iFolder uses the passphrase to create the encryption key that it uses to encrypt files it uploads and decrypt files it downloads between your computer and the iFolder server.
Specify a hint that helps remind you of your passphrase.
If you forget your passphrase or type an incorrect passphrase, iFolder automatically responds with the hint you provide. For example, Mother's maiden name, Dog's nickname, or My favorite song.
Check the Remember Passphrase check box to enable the iFolder client to save your passphrase and enter the passphrase automatically during the login process.
iFolder prompts you for the encryption passphrase whenever you log in to the iFolder server. If you save the passphrase, you do not see the Passphrase dialog box during the iFolder login process.
To modify your Remember Passphrase preference later: Log in to iFolder, right-click the iFolder icon in the system tray, click Account Information > Preferences, then check or uncheck the Remember Passphrase check box.
Click OK.
(Highly recommended) Check the Enable Passphrase Recovery check box to enable your iFolder administrator to recover your passphrase.
If this option is enabled, iFolder encrypts your passphrase using the iFolder administrator's Security Passphrase and stores it encrypted on the iFolder server. If you forget your passphrase and your passphrase hint does not help you recall it, your iFolder administrator can access your passphrase and tell you what it is.
Click OK.
Your Passphrase, Hint, and Passphrase Recovery settings apply for the life of the account and across all workstations. The Remember Passphrase option applies only to the current workstation and is modifiable.
The iFolder client logs in to the iFolder server and uses your configuration information to create and activate your account on the iFolder server. If the login succeeds and the connection between the iFolder client and the iFolder server is active, the iFolder icon changes from dimmed to colored in your system tray.
If you enabled the desktop shortcut in Step 4.e, iFolder places the shortcut on the desktop. If there is no shortcut, right-click the iFolder icon in the system tray, then click Open iFolder to access your local iFolder directory.
Synchronize your files.
If this is the first time you are installing the iFolder client, you must place the files you want to synchronize in the local iFolder directory that you specified in Step 5. Open your directory browser, then move or copy the files to your local iFolder directory.
If your system administrator enabled automatic synchronization, the iFolder client synchronizes files with the iFolder server immediately. If not, click the iFolder icon, then click Sync Now.
If this is the first iFolder client install, iFolder uploads the files from the local iFolder directory to the iFolder server. For subsequent client installs to other workstations, iFolder downloads files from the iFolder server to the local iFolder directory.