Knowledgebase: > Anchor End User Support
Anchor - Installing and Configuring the Desktop Client
Posted by Rick Klemetson, Last modified by Anne Doring on Aug 01, 2017 05:44 AM

Special Note

This article provides installation, registration, and configuration information for the pre-2.6.0 release of the desktop client. The Anchor 2.6.0 desktop client is currently being released as an opt-in beta option. If you have not yet installed the Anchor 2.6.0 desktop client, please reference instructions outlined below. If you are interested in participating in the opt-in beta release of the 2.6.0 desktop client, please reference the Installing and Configuring the Desktop Client 2.0 Knowledgebase article.

Installation and Registration Instructions

Installing the Desktop Client

  1. Click the Download App button in the web portal.
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    The Download page displays.

  2. In the Download page, click either the Windows Desktop Client button or the MAC Desktop Client button. The selected file will start to download, or you will be prompted to save the file, depending on your browser type.
  3. When the file finishes downloading, click the installation file to launch the Setup Wizard. Click the Next button to start the Setup Wizard.
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  4. In the License Agreement page, click to accept or not accept the agreement. To continue with the installation process, you must accept the agreement. Click the Next button to continue.
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  5. Specify the directory in which you would like to install Synced Tool. In most instances, you can accept the default installation directory.
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  6. You are now ready to begin the installation process. Click the Next button to start the installation process.
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  7. When the installation is complete, you can optionally choose to create a shortcut. Click the Finish button when you are done.
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Now that Synced Tool has been installed, it must be registered to a user account.

Registering the Desktop Client

  1. After the Setup Wizard completes, the Registration Wizard will automatically launch. Alternatively, click the Synced Tool icon on your computer’s system tray or menu bar, and select Register. The Registration Wizard displays.

    Note: On a Windows machine, the Synced Tool icon is located in the lower right-hand corner of the screen; on a Mac machine, the Synced Tool icon is located in the upper right-hand corner of the screen.

  2. Click the Next button to continue.
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  3. In the Log into Synced Tool screen, enter the email address and password provided by the Welcome email and click the Next button to continue.

    Note:For information on how Active Directory users register, please reference the How Do Users with Active Directory Credentials Log In and Register Knowledge Base article. 

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  4. In the Choose Setup Type screen, choose either a typical or advanced installation path, where all files, folders, and shares can be accessed on your local machine. When you select a typical path, Synced Folder can be accessed in the following location: C:\Users\[User Name]\Synced Folder. Click the Next button to continue.
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    • Alternatively, you can choose an advanced installation path, and specify a custom area where Synced Folder can be accessed. Click the Advanced radio button, and then click the Next button to continue.
    • In the Choose your Synced Folder location screen, click the Change button to specify another location on your local machine. Click the Next button when you are finished.

      Note: A folder named Synced Folder will automatically be created within the location you select. You do not need to manually create a folder titled, Synced Folder.

      Best Practice: When selecting a Synced Folder location, do not select an external drive. Desktop clients install on an external drive can unregister unexpectedly, and might lead to data loss.

    • If you have previously installed Synced Folder using the same settings, you will receive a warning message indicating that a folder already exists. Click the OK button to merge with the existing folder. Then, click the Next button when you are finished. 
  5. In the Selective Sync screen, click the Sync Everything to this Machine radio button to sync down all Team Share content and personal folders currently available in the cloud. Or, click the Customize radio button to deselect content that you do not want on your local machine. You can always change these settings in the desktop client's Properties dialog box after registration is complete.
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  6. Click the Next button to continue, and then click the Finish button when the wizard completes.

Using the Desktop Client

To begin, locate the personal root directory and files on your computer. The absolute path to the personal root directory is located at: C:\Users\[User Name]\Synced Folder. This location can also be located under your list of Favorites in explorer.

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When adding, deleting, or changing a file, Synced Tool will update your file and folder icons to display information on what is currently the most up to date on your server. You will see icons that will help you determine the status of your items, including:

Files/Folders Synced:                    Agent15.1.PNG

Files/Folders Pending Sync:        Agent15.2.PNG

Files/Folders Syncing:                   Agent15.3.PNG

Managing Desktop Client Preferences

  1. Click the system tray icon and select Properties. The Preferences dialog box displays.

  2. Click the General tab to view or change the following information:

    • The sync status message area shows the current state of the sync process, including whether the files are up to date, pending sync, or currently syncing.
    • The space status bar shows how much space is being used, and also displays the total amount of space available to you.
    • The Device Account info area shows account details, and also allows you to unlink, or unregister, your machine.
    • The Notification Options area allows you to configure notification settings, including whether or not you want to hide your desktop icon, or hide notifications.
      Properties_UpdatedGeneralTab.png
  3. Click the Bandwidth tab to configure how fast content is uploaded to the server, or to configure LAN Sync.

    When  managing bandwidth settings, you have the option to set a specific limit, or decide not to limit bandwidth. Please note that administrator settings might override your personal settings. For more information, please reference the Configuring Bandwidth Throttling Settings Knowledgebase article.

    If you are working within a Local Area Network (LAN), you can optionally turn on LAN Sync. LAN Sync refers to a file synchronization approach that accelerates the sync process when a shared file already exists on a LAN. If you have questions about this setting, please contact your administrator.
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  4. Click the Proxies tab to configure proxy settings for your network. You may select from:
    • No proxy.
    • Detect Automatically, which autodetects proxy settings from your system or network.
    • Custom, which allows you to apply custom proxy configurations if you are unable to automatically have the system detect your proxy server settings. If you select this option, you must configure the Proxy Type, the Server, the Port, and a Username and Password.
      Proxies.png
  5. Click the Advanced tab to monitor locally available roots, to set Auto-Locking preferences, to specify a preferred language, and to manage remote browsing settings.
    • Click the Auto Locking drop-down menu to set your preferred auto-locking preference. If your administrator has turned on the Auto-Locking for Word and Excel feature for a Team Share, you can decide to automatically lock, never lock, or receive a prompt each time you open a Word or Excel file in a Team Share.

    • Click the Language drop-down menu to select your preferred language.

    • Click the Selective Sync button to select and deselect the Team Shares, personal folders, and subfolders that you do not want available on your local machine.
    • Click the Disable Remote Browsing checkbox to prevent administrators from remotely browsing the contents of your Synced Folder (for example, to create a backup of your local folders).

    • Use the Sync Folders section to view a list of roots available on your local machine. This section lists the path to each item, along with its health status, including:

      OK

      The folder is syncing as expected.

      Deleted

      The folder has been deleted.

      Missing

      The drive is missing.

      Login Failed

       Network path credentials are invalid.

      Mounting

      The network path is being mounted.

    • You can also use the side toolbar to manage each item, including:
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      The Open Folder button opens the currently selected folder. This button is only enabled if the folder is available and currently syncing.

       b.png

      The Unlink Folder button unlinks a selected Team Share or backup, or it unregisters the machine if the top level path is selected. This button is enabled for all path types, except mounted paths.

       c.png

      The Sync Down button recreates or resyncs a deleted Team Share. This button is only active if the selected Team Share has been unexpectedly deleted from the local machine.

       d.png

       The Enter Credentials button prompts the user to reenter invalid credentials. This button is only active if the selected item is a network path that cannot be mounted due to invalid credentials.


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  6. Click the Excluded tab to view a list of files that are being excluded from the sync process, and why they are being excluded. For example, a file might be excluded based on the file type.
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  7. Click the Activity tab to view the activity between the desktop client and the server.
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Viewing Warning Messages

In addition to managing preferences and pausing a sync process, you can view the desktop client’s warning messages and resolve issues directly from the system tray icon.

Click the icon on your computer’s system tray or menu bar. The system tray menu displays, allowing you to view and manage warning messages.

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 The Sync Status indicator message displays the status of your desktop client's sync process.

 The Show Synced Folders link opens the Advanced tab of the desktop client's Properties dialog box, allowing you to manage roots that exist on your local machine.

 The Resolve Sync Conflicts message activates when a file sync conflict—such as a collision or a locked file revision—occurs on your local machine. When this link is active, click the link to resolve the file sync conflict. For more information, please reference the How Do I Manually Resolve a File Sync Conflict Knowledgebase article.

 

 

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