desktop/doc/navigating.rst

================================
Using the Synchronization Client
================================

.. index:: navigating, usage

The ownCloud Desktop Client remains in the background and is visible as an icon 
in the system tray (Windows, KDE), status bar (Mac OS X), or notification area 
(Linux).

.. figure:: images/icon.png
   :alt: Status icon, little cloud with green circle and white checkmark 

The status indicator uses icons to indicate the current status of your 
synchronization. The green circle with the white checkmark tells you that your 
synchronization is current and you are connected to your ownCloud server.

.. figure:: images/icon-syncing.png
   :alt: Status icon, little cloud with blue circle and white semi-circles

The blue icon with the white semi-circles means synchronization is in progress.

.. figure:: images/icon-paused.png
   :alt: Status icon, little cloud with yellow circle and vertical parallel 
    lines

The yellow icon with the parallel lines tells you your synchronization 
has been paused. (Most likely by you.)

.. figure:: images/icon-offline.png
   :alt: Status icon, little gray cloud with gray circle and three horizontal 
    white dots

The gray icon with three white dots means your sync client has lost its 
connection with your ownCloud server.

.. figure:: images/icon-information.png
   :alt: Status icon, little cloud with letter "i" in white circle

When you see a white circle with the letter "i" that is the informational icon, 
so you should click it to see what it has to tell you.

.. figure:: images/icon-error.png
   :alt: Status icon, little cloud with red circle and white x

The red circle with the white "x" indicates a configuration error, such as an 
incorrect login or server URL.

Systray Icon
------------

A right-click on the systray icon opens a menu for quick access to multiple 
operations.

.. figure:: images/menu.png
   :alt: the right-click sync client menu

This menu provides the following options:

* Quick access to your accounts
* Sync status
* Recent Changes, showing latest activities
* Settings
* Help menu
* An option to log in or log out of all of your accounts at once
* Quit ownCloud, logging out and closing the client

A left-click on your systray icon opens the desktop client to the account 
settings window.

.. figure:: images/client6.png
   :alt: Account settings window

Configuring ownCloud Account Settings
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

.. index:: account settings, user, password, Server URL

At the top of the window are tabs for each configured sync account, and three 
others for Activity, General and Network settings. On your account tabs you 
have the following features:

* Connection status, showing which ownCloud server you are connected to, and 
  your ownCloud username.
* An **Account** button, which contains a dropdown menu with **Add New**, 
  **Log In/Log Out**, and **Remove**.
* Used and available space on the server.
* Current synchronization status.
* **Add Folder Sync Connection** button, which is active only when you have 
  removed synchronization on an account (see **Remove Sync** below).

The little button with three dots (the overflow menu) that sits to the right of 
the sync status bar offers four additional options:

* Open Folder
* Choose What to Sync
* Pause Sync / Resume Sync
* Remove folder sync connection

**Open Folder** opens a file explorer window displaying the client-side folder
that is being synced.

**Choose What to Sync** opens the folder sync tree view. Use this to sync all 
or only some of the folders in the folder tree.

**Pause Sync** pauses sync operations without making any changes to your 
account. It will continue to update file and folder lists, without 
downloading or updating files. To stop all sync activity use **Remove Sync**.

**Resume Sync** resumes sync operations.

**Remove Sync** removes the sync connection without removing the account. This 
stops all sync activity, including file and folder list updates. If you want to 
synchronize the folder tree again then click the **Add Folder Sync Connection** 
button, and re-select the folder tree that you want to sync.

.. figure:: images/client-7.png
   :alt: Extra options for sync operations
   
.. note:: ownCloud does not preserve the mtime (modification time) of 
   directories, though it does update the mtimes on files. See  
   `Wrong folder date when syncing 
   <https://github.com/owncloud/core/issues/7009>`_ for discussion of this.  
   
Adding New Accounts
^^^^^^^^^^^^^^^^^^^

You may configure multiple ownCloud accounts in your desktop sync client. 
Simply 
click the **Account** > **Add New** button on any account tab to add a new 
account, and then follow the account creation wizard. The new account will 
appear as a new tab in the settings dialog, where you can adjust its settings 
at 
any time. Use **Account** > **Remove** to delete accounts. 

File Manager Overlay Icons
--------------------------

The ownCloud sync client makes your system file manager (Explorer on Windows, 
Finder on Mac and Nautilus on Linux) show so called overlay icons in addition
to the normal file type icons to indicate the sync state of the individual files.

The overlay icons are very similar to the tray icon introduced above. However
there are few things to destinguish between files and directories. 

The overlay icon of an individual file represents it's current sync state: If 
file is in sync with the server version, a green checkmark is displayed.

If the file is ignored from sync for example because it's name matches an
entry of the exclude list, or because it is a symbolic link, the overlay icon
will be a warning icon.

If there is an error of happening with a specific file, the overlay will be
the eye-catching 'Red-X'. This is also shown if the file is blacklisted.

If the file is waiting to be synced, or is currently syncing, the overlay 
icon will be a blue 'cycling icon'.

In case the client is offline, the icons will remain in the state of the 
last successful sync, as long as they are not touched locally. Once a file
is edited locally, the icon will change to the 'waiting to sync' icon to
give an impression on which files are changed and need sync.

The overlay icon of a synced directory represents the state of the
file tree within the directory. If the file tree in the directory contains
one or more files with errors, the directory will carry a warning icon to 
indicate that action is required. 

If the tree contains ignored files that have a warning icon themselves, the 
parent directories will remain in 'green mode', assuming that they are 
taken out of sync (ignored) intentionally by the user.

That means that normal synced directories never have show an error sign. An
exception to that is the root sync dir. That one can turn red if there is
an serious error with the account that disturbs syncing at all.



Sharing From Your Desktop
-------------------------

The ownCloud desktop sync client integrates with your file manager: Finder on 
Mac OS X, Explorer on Windows, and Nautilus on Linux. (Linux users must install 
the ``owncloud-client-nautilus`` plugin.) You can create share links, and share 
with internal ownCloud users the same way as in your ownCloud Web interface.

.. figure:: images/mac-share.png
   :alt: Sync client integration in Finder on Mac OS X.
   
   *Shared ownCloud files in Finder on Mac OS X*
   
Right-click your systray icon, hover over the account you want to use, and 
left-click "Open folder [folder name] to quickly enter your local ownCloud 
folder. Right-click the file or folder you want to share to expose the share 
dialog, and click **Share with ownCloud**.

.. figure:: images/share-1.png
   :alt: Sharing from Windows Explorer.
   
The share dialog has all the same options as your ownCloud Web interface.

.. figure:: images/share-2.png
   :alt: Share dialog in Windows Explorer.

Use **Share with ownCloud** to see who you have shared with, and to modify 
their permissions, or to delete the share.   
   
Activity Window
---------------

The Activity window contains the log of your recent activities, organized over 
three tabs: **Server Activities**, which includes new shares and files 
downloaded and deleted, **Sync Protocol**, which displays local activities such 
as which local folders your files went into, and **Not Synced** shows errors 
such as files not synced. 

.. figure:: images/client-8.png
   :alt: Activity windows logs all server and client activities.

General Window
--------------

The General window has configuration options such as **Launch on System 
Startup**, **Use Monochrome Icons**, and **Show Desktop Notifications**. This 
is where you will find the **Edit Ignored Files** button, to launch the ignored 
files editor, and **Ask confirmation before downloading 
folders larger than [folder size]**.

.. figure:: images/client-9.png
   :alt: General window contains configuration options.

Using the Network Window
------------------------

.. index:: proxy settings, SOCKS, bandwith, throttling, limiting

The Network settings window enables you to define network proxy settings, and 
also to limit download and upload bandwidth.

.. figure:: images/settings_network.png

.. _ignoredFilesEditor-label:

Using the Ignored Files Editor
------------------------------

.. index:: ignored files, exclude files, pattern

You might have some local files or directories that you do not want to backup 
and store on the server. To identify and exclude these files or directories, you
can use the *Ignored Files Editor* (General tab.)

.. figure:: images/ignored_files_editor.png

For your convenience, the editor is pre-populated with a default list of 
typical 
ignore patterns. These patterns are contained in a system file (typically 
``sync-exclude.lst``) located in the ownCloud Client application directory. You 
cannot modify these pre-populated patterns directly from the editor. However, 
if 
necessary, you can hover over any pattern in the list to show the path and 
filename associated with that pattern, locate the file, and edit the 
``sync-exclude.lst`` file.

.. note:: Modifying the global exclude definition file might render the client
   unusable or result in undesired behavior.

Each line in the editor contains an ignore pattern string. When creating custom
patterns, in addition to being able to use normal characters to define an
ignore pattern, you can use wildcards characters for matching values.  As an
example, you can use an asterisk (``*``) to identify an arbitrary number of
characters or a question mark (``?``) to identify a single character. 

Patterns that end with a slash character (``/``) are applied to only directory
components of the path being checked.

.. note:: Custom entries are currently not validated for syntactical
   correctness by the editor, so you will not see any warnings for bad
   syntax. If your synchronization does not work as you expected, check your 
   syntax.

Each pattern string in the list is preceded by a checkbox. When the check box
contains a check mark, in addition to ignoring the file or directory component
matched by the pattern, any matched files are also deemed "fleeting metadata"
and removed by the client.

In addition to excluding files and directories that use patterns defined in
this list:

- The ownCloud Client always excludes files containing characters that cannot
  be synchronized to other file systems.

- Files are removed that cause individual errors three times during a 
  synchronization. However, the client provides the option of retrying a 
  synchronization three additional times on files that produce errors.

For more detailed information see :ref:`ignored-files-label`.