Adding a Drive Account for Shares

To set up a transfer account, make sure you have the following information from the system administrator who manages your Shares transfer server:

A URL for the Shares transfer server, including a port and path (if applicable).
A username and password that was set up on your Shares transfer server.

The steps below assume that you have Drive installed and running.

To add a Shares account to Drive, do the following:

Choose one of the following methods to open Drive's Accounts preferences:
- Right-click the Drive icon in the system tray and select Preferences > Accounts.
- If you have the Drive Activity window open, select > Preferences > Accounts .
Click to add a transfer account.
The New Account wizard opens.

Fill in the fields with the following information about the Shares transfer server:

Field	Description
Name	A name for the account. The name is used only by Drive.
Address	The URL for the server that is running Shares.

If you are prompted to confirm the server's security certificate, indicate whether you trust the server.
Set your Shares server's authentication method:
- SAML Authentication
  If you choose SAML Authentication, log in to the Shares server with this user's SAML credentials.
  
  or
- Basic Authentication
  If you choose Basic Authentication, enter the username and password for this user on the Shares server.
If the transfer server supports synchronization, either
- Set up syncing. To do so, either accept the default directory shown for Place my files in, or click Change to browse for a different folder (or create a new one).
  or
- Click I'd rather not set up file syncing now.
By default, the sync folder is created inside the user's Documents folder. The name of the folder is the description text you entered for the account.

For example, the default folder for an account named My Company Server would be the following:

C:\Users\username\Documents\My Company Server
If you choose to use the default folder, it is created automatically. If you want to change the sync folder, click Change to browse for a different folder or create a new one.
If you opted to set up syncing on the previous screen, the New account wizard prompts you to choose folders to sync.
You can either
- Select Synchronize with the selected remote folders and then select the folders on the server to sync.
  Click the arrows to expand or collapse the folder view, and select the check boxes for the folders you want to sync.
  Choose the sync direction:
  - Two-Way
  - Remote to Local (default)
  - Local to Remote
  or
- Select I'll choose the folders to sync later.
When the screen displays a success message, click Finish to exit the New account wizard.