In the SWITCHdrive Web-Client, locate the file or folder that you want to share and click on the  icon. In the sharing section enter the first name and the last name of the person (or the name of the custom group). Wait a moment until SWITCHdrive displays a list of matching users, then pick the correct person or custom group from the list. The list of matching users also shows the email address of the user in gray in case you need to distinguish users with the same name.
Just type the name of person as you know it, with lower or uppercase letters, with ö,ä,ü,é,è etc. If you cannot find the correct person, type only the last name of the person and then scroll through the list of names.

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Please note:
You can also search a person by email address, see screenshot above on the right. However pay attendion to select the entry with "User" below the email address. If you select the entry with "Federated" then SWITCHdrive expects that this user can be found on another ownCloud instance (for example with a Polybox user at ETHZ). If no such instance or user can be found, an error message will be displayed.

shareExpireOnce you have selected the user or group, you can adjust the sharing permissions by clicking on the tiny cogwheel icon to display the sharing options, see (1) in the image above.
If you want to inform the user about your new share click on the button "notify by email". SWITCHdrive will immediately send an email to the user about the shared data, including a link to quickly view the shared data in a web-browser. After the email was sent, the "notify by email" disappears, so you can only inform the user by email once.

You can also add an expiration date to your share. When the expiration date of a shares is reached the share to the user will automatically be removed without any notice to the user who has received the share. To set an expiration date just add (or change) the expiration data (2). Note that a share with an expiration data gets a small clock indicator next to the cogwheel icon (1). 

In the SWITCHdrive sync client, locate the file or folder you want to share and right-click on your mouse to show the context menu. Select "SWITCHdrive" and then "Share..." to open the sharing dialog window. 

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Enter the first name and the last name of the person or the custom group name and wait a moment until SWITCHdrive shows you a selection of names. Then pick the correct person or custom group from the list, even if there is only one single entry displayed. In the sample blow, the custom group name "Toolbox" was entered and also found, and you have to pick the entry "Toolbox (group)" to share the Project A folder with this group. 

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Note that users who have already received a share of your folder are listed in this sharing dialog. Open this shareing dialog to quickly check who has received your data and which permissions were granted. 

You can share your data with a so called public link to any person. This person does not need to have a SWITCHdrive account and can access the data via web browser.

If sharing via public links is not an option for you, then you can also provide a SWITCHdrive voucher to the external partner.

To create a public link, you can use the web client or the desktop client of SWITCHdrive. Locate the file or folder that you want to share in your SWITCHdrive folder.

Right click with the mouse and select SWITCHdrive, then "Copy public link to clipboard". Paste the link to an email and send it to your external partner.

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You can also open the sharing section by selecting Share... and then the option to create Public Links. Note that you can create more than one public link for the same file or folder, with certain permissions, with or without password protection or expiration date.

At any time you can also edit a public link and change the permission, add or remove a password and set or delete an exipration date without re-creating the public link.

You can also create public links in the web client. Locate the file or folder that you want to share and click on  on the share icon.

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If a person cannot be found, enter the user's firstname and / or the user's lastname:

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You can also try to search for the user's email address. Just type in the known email address of the user in the search box:

Federated

If a SWITCHdrive user with such an email address exists, then select the "User" search entry (1). If there is only a "Federated" search entry (2), SWITCHdrive assumes that this user could be found maybe on another cloud instance and tries to create a share via the Federated cloud-ID. Unless the user runs indeed an ownCloud instance, you will get an error message telling you that the other (cloud-) server cannot be reached: 

Federated-2If you cannot find the user by name nor by email-address, then there is a good chance that the user has not created a SWITCHdrive account yet or has never logged into his or her SWITCHdrive account. Note that creating a SWITCH edu-ID does not mean that a user has automatically received a SWITCHdrive account (see here for more details)! 

If a user has confirmed that he or she has a SWITCHdrive account please ask this person to share something with you (eg. an empty test folder), because the user definitly has to login to SWITCHdrive to do that.  

Once you have shared something with another person or group, you can adjust the permissions of the user or group. Note that the default permission of a shared folder is "can share" and "can edit", but this does not include deleting or moving any data. This permission has to be set explicitly by the owner of the data to avoid deletion of data by accident. 

To adjust the permissions with the SWITCHdrive web client: 
Click on the small toothwheel icon (1) to open or close the sharing options for a certain user or group. By default all the options except "delete" are set. If you want that the users can also move or delete data, then you have to also set the "delete" permission.

Click on the option "notify by email" to inform the user that data was shared with him or her. You can also add an expirated date to the share. When an expiration date of a shares is reached the share will automatically be removed without any notice to the user who has received the share. 

To set an expiration date click into the date box and add (or change) the expiration date (2). Note that a share with an expiration data gets a small clock indicator next to the toothwheel icon. If you do not want to share the data with the person or group, click on the small trashbin icon on the right side of the toothwheel icon (1).

shareExpire   

To adjust the permission with the SWITCHdrive Desktop client:
Click on the 3-dot menu behind "can edit" to display the drop down menu with the additional edit permissions.  

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Do delete a share click on the small trashbin icon.

You need to create a public link of your folder and send this link by email to other users. When you create the link, you can set the appropriate permissions. You can even edit an existing public link and change the permission or add a password or an expiration date without modifying the public link itself. 

publiclink1The "highest" permissions has the option "Download/View/Edit" which also includes uploading additonal data and deleting any data in the shared folder. Be very careful when selecting this option, as all users who have received the link can also modify any existing data and upload new data into your shared folder.

The "lowest" permission has the option "Upload only (File Drop)". Select this permission when you want users to only add new data to your shared folder. These users cannot see or down any other data, and once the have uploaded their data, cannot access it any more.

The option "Download/View/Upload" is similar to the file drop folder, but in contrast to the option "Upload only (File Drop)", recipients can also view and download existing data from the shared folder, even such data that was previously uploaded by other users. 

If you just want to share some data without the possibility of changing or adding new data (for example to share a script of a lecture), select the first option "Download/View".

If you have sensitive data that you share with a public link, you should  protect the access of your data by issuing a Password and/or an Expiration date.

You can easily share files or folders with somebody at the ETH in Zurich who is using Polybox (or with another person who is using a cloud service which is based on ownCloud or Nextcloud). 

However, in oder to directly share data with such persons, you have to inform each other about the so called Federated Cloud-ID, because you cannot search for the required person in the SWITCHdrive address book.

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Go to your SWITCHdrive web client and open your personal switchdrive settings. Then scroll down until you see the entry "Federated Cloud ID": Copy the bold text and send it to the person at the ETHZ. Ask also to send their federated Cloud ID to you. It shoud have the form  xxyyyyy@polybox.ethz.ch. Create an (empty) test folder and share it with the other person at ETHZ by entering this address to the "User and Groups" search box. Wait a moment until the "(federated)" is displayed behind the address, then select it. 

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If the address does not exists, or if Federated Sharing is not allowed at the other cloud service, an error message will be displayed:

Screenshot 2019-07-16 at 16.13.34

If sharing works fine in both directions, then you can continue to use Federated Cloud IDs to share your data via SWITCHdrive or Polybox. Note that you can always hover with the mouse over the sharing icon to see the complete Federated Cloud-ID of your collaborator at the other Cloud.

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Via web client, the maximum upload file size is 4GB. You can however store larger files via your SWITCHdrive client.

You can easily see which files or folders have been shared by you in the SWITCHdrive Web Client.

(If the SWITCHdrive Sync Client is running, then you could also go to a shared folder and open the sharing dialog box in your file-explorer.  There you can also see who has already received a share of your file or folder. Click here to read more details how to do this)

In the Web-Client click on the link All files to see an overview of your files. Those files and folders which only show the word "Shared" behind their names are shared with other users. In the sample below, the last three items are shared with other users. The folder without a name ("Project C") is not shared with at all.

shared-4Note: the first those files and folders which show a user's name or a project-folder's name their names were shared with you

To see to whom you have shared your files and folders, click on the link Shared with others on the left hand side. On the right hand side the names of users or custom groups to which you have shared yoour data are listed. The file "Agenda" for example was shared with the custom group "Toolbox", the folder "Project D" with the (external) project member called "Nicolas Schmid". 

Shared-5If there is no name shown behind a file's or folder's name, then this data was shared by link. Note also the small keychein icon in front of "Shared" to indicate this type of sharing. Click on the link Shared by link or click on the 3-dots and then on Details to see more information about your share. 

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You can only see which files or folders are shared with you when you login to your SWITCHdrive account with the Web Client. Unfortunately there is no way you can get this information in the SWITCHdrive Sync-Client.

Open the Web-Client and click on the link All files on the left, then navigate to the subfolder of your interest. The owner of a shared folder is listed behind the folder's name. In the example below, the owner of shared folder "Project A" is SWITCHdrive user "Urs Schmid" at SWITCH, the owner of folder "Project B" is the external project member "Nicolas Schmid" and the owner of the Project B is the user itself, that means this folder was not shared and has therefore also no sharing icon inside the folder's icon.

shared-1Please note that the owner of a folder and the person who shared something with you is not always the same! To see who shared something with you click on the link Shared with you on the left hand side. Please have some patience as this request to the database of switchdrive could take quite some time, from a few seconds up to a minute or two depending on the number of shares you have received. In the sample above, you can see that Project B has was not shared by the owner of the folder (Nicolas Schmid), but by another project member (Urs Schmid).   

shared-2Such type of sharing can happen when users allow to reshare their shared folders. If you do not want that a shared folder can be reshared to other persons, you have to uncheck the "can share" option.
shared-3 

To transfer your data to somebody else, you cannot just share this data to that person, because shared data still belongs to you. Of course the other person could just create a copy of the shared data, but this would not copy the existng shares to other users that you and maybe others have created in the past.

In order to really transfer the ownership of your data - including existing direct shares - you need to ask the other person to share an (empty) folder with edit permission with you. Then just move your data that you want to transfer into this shared folder.

Caution:
When you transfer your data with this method, all direct shares to other users remain valid, so the new owner of your data does not need to recreate them. However public links are not transferred and the new owner has to create them again. 

Let's do an example:
Suppose that I want to transfer all my data stored in the Projects folder to my successor (Nicolas Schmid). I have asked my successor to share an empty folder "TransferToMe" which has become visible in the main directory of my SWITCHdrive account: 

Transfer-1Now I just have to left-click with your mouse on the Projects folder and drag it onto the TransferToMe folder. When you do this make sure that the destination folder is highlighted. Then release the mouse button.

Transfer-2That's it! SWITCHdrive is now moving the data from one SWITCHdrive account to the other. Once the Projects folder has disappeared from the main directory, additonal folders can be dragged onto the TransferToMe folder. Move only only one folder after the other and wait until the folder appears in the desination folder. When the transfer is done, you can also unshare the TransferToMe folder so your sync client does not synchronise the just transferred data to your local switchdrive folder.
 Transfer-3You can also do this with in the local switchdrive folder when the SWITCHdrive Sync Client is running. Just make sure that you pick the right destination folder that was shared to you by your successor!

Note that in the File-Explorer you cannot see different ownerships of files and folders, because they all belong to you. Only by synchronising these changes to the SWITCHdrive accounts, ownership of files and folders are updated.

Files in your SWITCHdrive folder that you have deleted (or that your collaborators have deleted if they have the permission to do so!) are not removed immediately. They are moved to the folder "Deleted-files" (=trashbin) of your SWITCHdrive account and can be easily restored from there if needed.

You can check the content of your trashbin when you open your switchdrive account in a browser, then click on the "Deleted-files" Folder in the lower left corner.

Deleted files remain in the trashbin for 90 days or 3 months. After that the files in the trashbin will be permanently deleted. It is then not possible any more to restore any file or folder.

If you wish to restore a file or folder from the trashbin, locate the data to be restored and click on the "Restore" icon. You can also mark more then one item to be restored.

If the original folder still exists then the restored data will be placed into its original location, otherwise it will be placed in the root of your switchdrive folder. You can then move it to a new location.

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By default other SWITCHdrive users cannot delete (or move!) your data, unless you have explicitly given them the delete permission when you share data with them.

Normally shared users can only create new data or change existing data in your shared folder. Deleting or moving data is not allowed to protect you from accidental deletion of your own data by users, who maybe just want to unshare the data but are deleting it instead.

If you want your shared users to also delete and move your data, activate the delete permission by clicking on the 3 dots icon when sharing data with the desktop client:

Screen Shot 2019-04-01 at 13.48.04   

In the web client activate the delete permission by adding a checkmark to the delete option when sharing data:

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Note: If a user is deleting your shared data, this data will be moved to the trashbin in your switchdrive account, but also to the trashbin of the user who has deleted the data. See here how you can restore the deleted data.

If you miss some data in your switchdrive folder and cannot find it in your trashbin then go to the activity settings and see who has actually deleted the data. Please ask this user or the owner of the shared data to restore it if you still need it. 

SWITCHdrive does support all characters in file and folder names except for  '\', '/', '<', '>', ':', '"', '|', '?' and '*' 

If you create a file which one of the characters above - because some operationg systems do allow that - SWITCHdrive will not synchronize these files or folders.

Please pay attention not to add any invisible blanc spaces (" ") at the end of a file- or foldername. Some operating systems (eg. MacOS, Linux) accept such spaces at the end of a file- or foldername while other operating sytsems do not (Windows). Usually you can upload such data to the SWITCHdrive servers and work with them on a Mac, but cannot download or synchronise them on a Windows PC.

When the SWITCHdrive Sync Client is running, all entries in your local switchdrive folder will get tiny overlay icons, for example:

overlay3Overlay icons can have different forms and colors:

  • Green (as in Project A): the shared folder was successfully synchronised
  • Green (as in Project B): the not shared folder was successfully synchronised
  • Blue (as in Project C)  : synchronising of data ongoing
  • Red  (as in Project D)  : synchronisation has failed. See the SWITCHdrive settings for more details
  • Yellow (as in Project E): some minor problem has occured (in most cases a conflict-file was detected)

When the overlay icons are missing, do the following to get them back again:

On Mac-Computers:

1. Restart the SWITCHdrive Sync-Client - in most cases this will get the overlay icons back. If not, continue with the following steps until the overlay icon appear again
2. Go to your System-Preferences and open the Extensions
   
extension

3. Activate the SWITCHdrive Extensions (and deactivate the others if needed)

overlay-4

4. Quit SWITCHdrive Sync Client, then open the Activity Monitor and search for Processes with name "switch". If there are still some old SWITCHdrive Extensions processes running, you can terminate them.

Overlay-5

Versions of a file are created whenever you save a file in your switchdrive folder. However, the number of versions of a file will be reduced over time, because SWITCHdrive automatically expires files older than 30 days. 

In order to see the versions of a file you have to open the SWITCHdrive web-client and locate the specific file. Then click on the 3-dot-menu behind the filename.

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The details of the stored file are displayed. Go to the section "Versions" in order to see the available versions of a file. Hover with the mouse of the download link to see the exact date and time of a specific version.

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You can download or restore a previous version of a file. Click either the download icon (on the left) or the restore icon (on the right). When you restore a previous version, the current version of a file will be moved to the top of the list of versions, so you can get back to the current version if you have restored the wrong version. 

If you want to keep versions of your files longer than 30 days, you need to add a version prefix or appendix yourself, eg. Protokoll-v1.doc, Protokoll-v2.doc, etc

You can see a summary of all the activities in your SWITCHdrive account, for example who shared, created, changed or deleted a file or who wrote some comments. To see this overview, go to the Web Client and click in the top left corner to show the drop down menu with the Files, Activity and Gallery icons.

ScrShot3115Click on the activity icon (1) to display an overview of activities in your SWITCHdrive account up to 7 days in the past. Select a option on the left (2) to filter certain activities or click the top entry "All Activities" to see an overview of all activities. Depending on the amount of shares and the number of collaborators in your SWITCHdrive account the number of activities can become quite high, so you might want to show the activites of you favorites folders only, or show the activities of other persons in your account only.