nextcloud-desktop/doc/navigating.rst
Felix Weilbach 166638b87f Update navigating section in documentation
Signed-off-by: Felix Weilbach <felix.weilbach@nextcloud.com>
2021-06-25 17:40:54 +00:00

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Using the Synchronization Client

navigating, usage

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

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 Nextcloud server.

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

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

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

When you see a yellow circle with the sign "!" that is the informational icon, so you should click it to see what it has to tell you.

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.

This menu provides the following options:

  • Open main dialog
  • Paus sync/Resume sync
  • Settings
  • Exit Nextcloud, logging out and closing the client

A left-click on your systray icon opens the main dialog of the desktop client.

The main dialogs show recent activities, errors and server notifications.

When clicking on the main dialog and then clicking on the avatar of the user, the Settings can be opened.

Configuring Nextcloud Account Settings

account settings, user, password, Server URL

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

  • Connection status, showing which Nextcloud server you are connected to, and your Nextcloud username.
  • Used and available space on the server.
  • Current synchronization status.
  • Add Folder Sync Connection button.

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

  • Open Folder
  • Choose What to Sync (This appears only when your file tree is collapsed, and expands the file tree)
  • Pause Sync / Resume Sync
  • Remove folder sync connection
  • Availability (Only available if virtual files support is enabled)
  • Enable virtual file support/Disable virtual file support

Open Folder opens your local Nextcloud sync folder.

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 Folder Sync Connection.

Note

Nextcloud does not preserve the mtime (modification time) of directories, though it does update the mtimes on files. See Wrong folder date when syncing for discussion of this.

Adding New Accounts

You may configure multiple Nextcloud 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 Nextcloud sync client provides overlay icons, in addition to the normal file type icons, for your system file manager (Explorer on Windows, Finder on Mac and Nautilus on Linux) to indicate the sync status of your Nextcloud files.

The overlay icons are similar to the systray icons introduced above. They behave differently on files and directories according to sync status and errors.

The overlay icon of an individual file indicates its current sync state. If the file is in sync with the server version, it displays a green checkmark.

If the file is ignored from syncing, for example because it is on your exclude list, or because it is a symbolic link, it displays a warning icon.

If there is a sync error, or the file is blacklisted, it displays an eye-catching red X.

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

When the client is offline, no icons are shown to reflect that the folder is currently out of sync and no changes are synced to the server.

The overlay icon of a synced directory indicates the status of the files in the directory. If there are any sync errors, the directory is marked with a warning icon.

If a directory includes ignored files that are marked with warning icons that does not change the status of the parent directories.

Sharing From Your Desktop

The Nextcloud desktop sync client integrates with your file manager. Finder on macOS and Explorer on Windows. Linux users must install an additional package depending on the used file manager. Available are e.g. nautilus-nextcloud (Ubuntu/Debian), dolphin-nextcloud (Kubuntu), nemo-nextcloud and caja-nextcloud. You can create share links, and share with internal Nextcloud users the same way as in your Nextcloud Web interface.

In you file explorer, click on a file and in the context menu go to Nextcloud and then lick on Share options to bring up the Share dialog.

From this dialog you can share a file.

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].

Using the Network Window

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.

Using the Ignored Files Editor

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.)

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 Nextcloud 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 Nextcloud 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 ignored-files-label.