Adding a Drive Account for Files

Use Drive's account setup wizard to configure a new package transfer account. Have the following information available before configuring an account:

The URL of your Files server.
The username and password that you have on the Files server.

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

To add a Files 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 Account Wizard opens.

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

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

Click Next.

Enter your credentials on the transfer server:

Field	Description
Username	The username that you have on the Files server.
Password	The password that you have on the Files server.

Drive then validates the connection.

If you are prompted to confirm the server's security certificate, indicate whether you trust the server.
Set your Files server's authentication method:
- SAML Authentication
  If you choose SAML Authentication, log in to the Files 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 Files 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 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.
Set up package downloading:
- Choose Automatically download my packages to and enter or browse to a location where you'd like to store your downloaded Faspex packages.
  or
- Choose I'd rather not set up automatic downloading now. You can change this setting later if you wish.
If you opted to set up package downloading in the previous step, now select a timeframe:
- Choose to download packages from a date in the past.
  Select Download my packages from date sent and choose an option from the drop-down:
  - Yesterday (default)
  - A week ago
  - A month ago
  - The beginning of time
  or
- Choose to download packages from now on.
Set up how you will check for new packages:
- Choose Check for new packages and select an automated time interval from the drop-down list.
  or
- Choose to check for packages manually.
Click Finish to complete your Files account setup.