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:
-
In the menu bar, click the Drive icon
and 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.
- SAML Authentication
-
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.
- 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).
-
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.
- Select Synchronize with the selected remote
folders and then select the folders on the server to
sync.
-
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.
- Choose Automatically download my packages to and
enter or browse to a location where you'd like to store your downloaded
Faspex packages.
-
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.
- Choose to download packages from a date in the past.
-
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.
- Choose Check for new packages and select an
automated time interval from the drop-down list.
- Click Finish to complete your Files account setup.