2.3 Configuring an iFolder Account

Use the iFolder Account Assistant to add and configure a new account. You must configure at least one iFolder account before you can create iFolders or share iFolders on your system. You can create only one account for any given iFolder host service, but you can have multiple accounts. You can log in separately to each account and be logged in concurrently to multiple accounts.

Multiple users with different local login identities can have iFolders on the same computer. iFolder prompts the active user to set up an account on the first time the iFolder client runs under that local user identity.

To configure a new account:

  1. Access the iFolder Account Assistant, using one of the following methods:

    iFolder Account Assistant Welcome Page
    • The first time you start iFolder under your current local login identity, iFolder prompts you to set up an iFolder account. Click Yes to go directly to the iFolder Account Assistant.
    • Right-click the iFolder application icon iFolder Application Icon in the Notification area, select Account Settings to open the iFolder Preferences dialog box to the Accounts tab, then click Add to open the iFolder Account Assistant.
  2. Follow the on-screen instructions to specify the following values:

    Parameter

    Description

    iFolder Server Address

    The DNS name or IP address of the iFolder enterprise server where you have an account. Get this information from your iFolder administrator.

    For example: svr21.example.com or 192.168.1.1

    User Name

    Specify your user identity for this account. Your iFolder administrator decides whether the format you should use is your network user ID (LDAP common name) or your e-mail address.

    For example, if your name is John Smith with a user ID of jsmith and an e-mail address of john.smith@example.com, your administrator configures a setting for the server that determines which of the two formats to accept in the Username field for authentication purposes.

    Password

    Specify the password for your username.

    Remember My Password

    Select Remember My Password to log in automatically to this iFolder account whenever you log in to your computer.

    If your network password changes, automatic authentication fails gracefully the next time iFolder attempts to log in to the iFolder account. iFolder prompts you to log in with your new password and allows you to specify and save the new password.

    Account Is Default

    When you have multiple accounts, select Account Is Default to make this account the one selected by default in the drop-down list of accounts when you create and upload iFolders.

  3. Verify that the information you entered is correct, return to previous pages to make corrections if necessary, then click Connect to validate the settings by logging in to the iFolder server.

    iFolder Account Assistant Verify and Connect Page
  4. If you are prompted to Accept the certificate of this server, click Details to review the certificate information, then click Yes to accept it if it is good.

    If you do not accept the certificate, you cannot connect to the server.

  5. On successful connection, click Finish to close the iFolder Account Assistant.

    iFolder synchronizes the user list for the specified account and identifies iFolders that are available for download. This initial download can take a few seconds to a few minutes, depending on the size of the user list for the account.

  6. Verify that the account you set up appears in the list of accounts

    1. Right-click the iFolder application icon iFolder Application Icon in the Notification area, then select Preferences from the menu to open the iFolder Preferences dialog box to the Accounts tab.

      When you are connected to the iFolder server, the Online check box is selected.

      Accounts Tab of the iFolder Preferences Dialog Box
    2. Close the iFolder Preferences dialog box.

  7. Set up iFolders for the account using either of these methods.