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This page is about Nuxeo Drive 2. For versions 1.x see the page Nuxeo Drive 1.x.
Nuxeo Drive is a Nuxeo addon that enables the synchronization of folders or workspaces from the Nuxeo Platform with local folder on your computer.

 

Here is the big picture of how Nuxeo Drive works: on the Nuxeo Platform web interface, you mark some workspaces or folders to synchronize. After you installed the Nuxeo Drive client on your computer and bound it to a Nuxeo server, documents are saved on your computer so you can access them and work on them offline. And the next time you have an Internet connection, changes in your local folder are uploaded to the Nuxeo Platform. Changes on the server are also automatically downloaded to your computer. Nuxeo Drive also enables to edit synchronized documents locally from your computer.

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Please note that the main purpose of Nuxeo Drive is to allow synchronization between a file system and some mount points of a Nuxeo repository. Nuxeo Drive is neither a bulk import tool, nor a repository backup / synchronization tool.

To enable Nuxeo Drive, you need to install Nuxeo Drive client on your computer so your computer can communicate with the Nuxeo Platform.

The Nuxeo Drive package adds the following elements to your Nuxeo Platform application:

  • a Nuxeo Drive tab in the user Home, from which you can see what Nuxeo spaces are synchronized with Drive
  • a Drive icon on folderish document types, to synchronize or unsynchronize spaces.

Installing Nuxeo Drive on Your Computer

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For the installation of the Nuxeo Drive package on the server, please see the Installation and Administration Guide.

To be able to synchronize folders on your computer, you need to install the Nuxeo Drive client on your computer. We provide OS-specific installer for Mac OS X and Windows, available from the Nuxeo Drive tab of the Home. A Linux installer will come shortly.

If you try to synchronize a folder and you haven't installed the Nuxeo Drive client yet or haven't provided your credentials to the Nuxeo Drive client, you are automatically directed to the Nuxeo Drive home tab to install it.

Installing Nuxeo Drive on Mac OS X

To install Nuxeo Drive on your Mac OS X computer:

  1. Download the installer (.dmg file) from the Nuxeo Drive tab in the Home.
  2. Run the installer: drag and drop the Nuxeo Drive icon in the Applications directory.

    Nuxeo Drive is now installed on your computer.
  3. You now need to start Nuxeo Drive on your computer.
    A Nuxeo Drive folder will be created by the system at the root of your local home folder (/Users/USER/). This is the place where synchronized documents will be stored on your computer.

Installing Nuxeo Drive on Windows

Nuxeo Drive is known to work on Windows 7 and 8, 32b and 64b.

To install Nuxeo Drive on your Windows computer:

  1. Download the Windows installer (.msi file) from the Nuxeo Drive tab in the Home.
  2. Run the installer: indicate where Nuxeo Drive should be installed (typically C:\Program Files (x86)) and click Next until the installation process is done.
    Nuxeo Drive is now installed on your computer.

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    If you have any problem due to a previous installlation of Nuxeo Drive you can try using this Microsoft tool to uninstall it properly.

  3. You now need to start Nuxeo Drive to use it.
    A new Nuxeo Drive folder will be created by the system in your local Documents folder (C:\Users\USER\Documents\). This is the place where synchronized documents will be stored on your computer.

Ubuntu/Debian (and Other Linux Variants)

The .deb package of the client is not yet available. In the mean time you can manually install the development version.

To Install Nuxeo Drive on your Linux computer:

  1. Follow the instructions listed in the dedicated section of the GitHub README file.

    For now, the systray icon is not visible under Unity desktop. As a consequence, the configuration window only appears at the first launch.

  2. If you want to change it, issue the following commands:

  3. Now configure automatic start:

  4. You now need to start Nuxeo Drive on your computer.
    A Nuxeo Drive folder will be created by the system at the root of your local home folder. This is the place where synchronized documents will be stored on your computer.

Upgrading Nuxeo Drive

When a new version of Nuxeo Drive is available, a message is displayed at the bottom of the systray menu.

  1. Click on the upgrade message at the bottom of the systray menu.
  2. If you want Nuxeo Drive to update silently the next time, check the box Automatically update Drive.
  3. Click on the green icon.
    Nuxeo Drive is updated and automatically restarted.

Upgrading from Nuxeo Drive 1.3 to Nuxeo Drive 2

Upgrading from Nuxeo Drive 1.3 to Nuxeo Drive 2 is transparent: Click on the icon and the Update Nuxeo Drive item in the Nuxeo Drive menu to install the new version. After you confirmed the upgrade, Nuxeo Drive will download and restart and your synchronized folders will be automatically recovered.

Starting Nuxeo Drive

After you installed Nuxeo Drive, you need to start it manually.

Start Nuxeo Drive like any other application:

  • On Mac OS X, Nuxeo Drive is in the Applications directory.

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    When you double click on the icon, a security message appears. To bypass it, you can modify your security settings or click right on Nuxeo Drive application and click on Open.


  • On Windows, Nuxeo Drive is started from Start > Programs > Nuxeo Drive.
  • On Linux, press Alt+F2 and enter ndrive.

Configuring Nuxeo Drive

The Nuxeo Drive settings window shows four tabs that enable you to customize the behavior of your Nuxeo Drive:

  • General
    This is where you select the general behavior of your Nuxeo Drive: what language to use, the update policy, etc.
  • Accounts
    Set up one or several Nuxeo Platform accounts to synchronize with Nuxeo Drive.
  • Advanced
    Set up your proxy, change the log level and get a zipped bug report.
  • About
    Information about the Nuxeo Drive version and license.

Accessing the Settings Window

Windows

  1. Right-click on the the icon in the systray.
  2. Click on the icon and on the Settings menu item.
    The Settings window is displayed.

Mac OS X / Linux

  1. Click on the the icon in the systray.
  2. Click on the icon and on the Settings menu item.
    The Settings window is displayed.

Managing Local Nuxeo Drive Accounts

You can use Nuxeo Drive to synchronize content from several Nuxeo Platform applications. This means that you can set up several accounts on Nuxeo Drive. Accounts are managed from the Accounts tab of the Settings window.

Adding a New Account

When you add a new account you need to provide the following information:

  • Name: Give a name to the Nuxeo Drive account you are setting.
    This is helpful when you use Nuxeo Drive with several applications.
  • Folder: Select where you want your Nuxeo Drive folder to be created.
  • URL: Type the URL of your Nuxeo application, with the /nuxeo suffix ( http://www.mynuxeoapp.com/nuxeo for instance).
  • Username: Type your username to the Nuxeo Platform application.
  • Password: Type your password to the Nuxeo Platform application.

The creation of a new account triggers the following actions:

  • A Nuxeo Drive folder is created at the location you chose (see section Accessing the Nuxeo Drive Folder).
  • Nuxeo Drive starts synchronizing the Nuxeo workspaces or folders you indicated as synchronized in the Nuxeo Platform. It will automatically update content when there is a modification on the server.
  • In the Nuxeo Drive tab in your Home, an authentication token corresponding to the computer you are synchronizing from is displayed. The list of synchronized folders is displayed in the Synchronization roots section of the tab.

Deleting an Account

You can delete accounts from your Nuxeo Drive at any time by clicking on the Delete account button of the corresponding account, in the Settings window. The local Nuxeo Drive folder is not deleted.

Changing the Nuxeo Drive Language

By default, Nuxeo Drive is available in English and in French.

To change the language of Nuxeo Drive:

  1. Open the Nuxeo Drive Settings window.
  2. Click on the General tab.
  3. In the Language drop down list, select the language you want to use.
    The Settings window language is immediately changed.

Synchronizing Content

Nuxeo Drive Synchronization Status

Here are the different statuses of Nuxeo Drive:

IconStatus
Synchronization is disabled (offline mode or suspended synchronization).
Nuxeo Drive has successfully synchronized.
Nuxeo Drive is synchronizing with the Nuxeo Platform.
Your credentials are incorrect.

Accessing the Nuxeo Drive Folder

When you install Nuxeo Drive on your computer, it creates a "Nuxeo Drive" folder on your computer, from where you will be able to access the synchronized documents. This Nuxeo Drive folder is located:

  • in C:\Users\USER\Documents\ on Windows
  • in /Users/USER/ on Mac OS X
  • in /home/USER/ on Linux

Quick access to this folder is possible at any time using the Nuxeo Drive icon:

  1. Right-click on the icon (in the top menu bar on Mac OS X, in the system tray on Windows).
  2. Click on the icon .
    The Nuxeo Drive opens like any folder. You can now browse the Nuxeo synchronized folders from your desktop.

Marking Workspaces and Folders for Synchronization

Nuxeo Drive enables the synchronization of the document types below and their content:

  • Workspace
  • Folder
  • Ordered folder

In the rest of this documentation, we'll call them all "folder".

Synchronizing a Folder

Starting from Nuxeo Platform 6.0, you can synchronize spaces on which you have at least Read rights. For older versions of the Nuxeo Platform, you need at least Write rights to be able to synchronize a space.

To synchronize a space, in the Nuxeo Platform, click on the icon .
The icon becomes green. Documents inside the synchronized space have an icon  and a Drive local edit icon .


The folder and all its content is now available in your local Nuxeo Drive folder. You can now create, edit, delete documents from your computer. If you only have Read rights, documents are in read-only mode.

On your Home Nuxeo Drive tab, the space is displayed in the "Synchronization root" section. This is where you can see all the spaces you have synchronized with Nuxeo Drive.

Suspending Synchronization

If a synchronized folder holds big document or a large amount of documents, synchronization can take some time and some computer resources. It is then possible to prevent this by suspending synchronization until a more convenient time.

To suspend synchronization:

  1. Click on the Drive icon in the system tray.
  2. Click on the icon and click on the Suspend menu item.
    If Nuxeo Drive is currently synchronizing, synchronization is completed before suspending Nuxeo Drive.
    The Drive icon becomes grey as long as synchronization is suspended: .

To resume synchronization:

  1. Click on the Drive icon in the system tray.
  2. Click on the icon and click on the Resume menu item.
    The Drive icon becomes blue again and synchronization is available again.

Unsynchronizing a Folder

There are to ways to desynchronize a folder.

  • From the server, when you desynchronize a folder all its content is desynchronized from all the devices where you use Drive.
  • From the client, when you desynchronize a folder you can do it in detail and choose to locally deactivate synchronization of different folders for the current device.
Deactivating Synchronization Locally (Client)

By default, once you have synchronized a folder all its content (files and folders) are synchronized. But you can deactivate synchronization locally on some folders. This feature enables you to manage the storage space dedicated to the synchronization, which is especially useful if you use a device with a low-storage capacity.

Clicking on the Select sync folders button in the Settings window shows the Nuxeo Drive Filters windows from which you can unselect folders to unsynchronize. Unselected folders remain displayed to you can easily reselect and synchronize them back. They are still marked as synchronized on your web UI.

Unsynchronizing Folders (Server)

Unsynchronizing a folder is only possible from the Nuxeo Platform web interface. You can only unsynchronize the whole synchronized space, i.e. from the synchronization root : it is not possible to unsynchronize a child . Clicking on the icon  brings you back on the space from which the synchronization is done.

To unsynchronize a space, in the Nuxeo Platform interface, click on the icon .
The icon becomes grey, indicating that the space is no longer synchronized. The folder and its content is no longer available from your Nuxeo Drive folder and from the Home Nuxeo Drive tab.

Creating Documents

From the Platform

When you create a new document in a Drive-synchronized folder from the Platform, it is automatically created in your Drive folder at the next synchronization. If you created a file or a picture, what is in the Drive folder is the attachment (mydoc.doc for instance for Nuxeo document whose title could be "My document").

From the Local Nuxeo Drive Folder

Adding a new document in a Drive-synchronized folder from your computer will create the document in the Platform workspace at the next synchronization. The document title is the name of the original file, and no metadata is filled in.

Here are some examples of most commonly used item types and their output in Nuxeo:

Item type

Document created in Nuxeo

Folder

Folder

Microsoft Office file

File

OpenOffice.file

File

.txt file

Note

Picture (.jpg, .png, etc)

Picture

Editing Documents

Versioning

When you edit a document, either from your Nuxeo Drive folder or using the online editing, a new version is automatically created on the Platform and the version number is updated:

  • If you are not the last contributor of the document
  • Or if your last edit is more than an hour ago

Then, if your document's version was 1.0 before modification for instance, it automatically becomes 1.1+ after you edited it from the Nuxeo Drive folder and the 1.1 is archived as it is created. Otherwise, a simple modification is done on the document and logged in the document's History.

See the page How to Customize Nuxeo Drive Versioning Policy to change this behavior.

Editing a Locked Document

In the Nuxeo Drive folder, no indication is available if a document has been locked from the Nuxeo Platform interface. Nuxeo Drive won't prevent you from working on a document, but it will not update the locked document on the server if you are not the locker.

Managing Conflicts

It can happen that a document is edited by several users locally at more or less the same time. Or that a user edits a document locally in offline mode, and that the same document is modified during that offline period. When Nuxeo Drive tries to synchronize the document it detects that there may be a conflict between the different modifications of the document.

Clicking on the conflict message shows you the details and how to resolve the conflicts.

  • Use local: The document in your Nuxeo Drive folder overrides the document on the server.
  • Use remote: The document on the server is downloaded in your Nuxeo Drive folder and overrides your local version.
  • Duplicate files: A new document is automatically created for the offline edited document. Its title is suffixed with __1: "my document__1.odt" for instance. Two documents are now available in the Nuxeo Platform and in the local Nuxeo Drive folder.

Online Editing with Drive Edit

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Drive Edit is available starting from Nuxeo Platform 6.0.

Drive Edit enables you to edit any of your document’s content from their Summary tab even if they are not synchronised. To be able to use correctly Drive Edit you need the Drive addon on your server and you must turn on Drive on your computer. This saves you the fastidious steps of opening your document, modify it and reimport it on your platform.

To edit a document locally from the web interface:

  1. On the document in the Nuxeo Platform, click on the icon on the Summary tab.
    The document opens in its native application (OpenOffice.org for an .odt file for instance).

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    Note that the document is not locked. If you plan to work on the document for some time, you can easily lock it from the Metadata edit popup (see the section Metadata Edit).

  2. Edit the document and save the modifications.
    Modifications are saved in the Nuxeo Platform directly.
  3. Close the document.

Drive Edit Limitations

Under Windows, nothing happens if you click on the icon without having Drive installed and running on your computer.

Renaming Documents

Renaming a document from the server, i.e. changing the document's title, has no impact on the file's name in your Nuxeo Drive folder, which is the document's attachment.

Renaming a document from the Nuxeo Drive folder renames the document and its attachment on the server if they have the same name. If the document title is different from the attachment's, then only the attachment is renamed.

Editing Metadata

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Metadata edit is available starting from Nuxeo Platform 6.0.

Metadata Edit allows you to edit the metadata of your document from your desktop.

  1. Go to your Nuxeo Drive folder on your computer.  
  2. Right-click on the name of the document that you want to edit.
  3. Click on Nuxeo Drive.
    A window pops up where you can also locked the document, get the permanent link or add your document to your favorites.

  4. Click on Edit and modify your document,

  5. Click on Save.

Moving Documents

You can move documents either from your local Nuxeo Drive folder or from the Platform. When you move documents between two synchronized spaces, the move is done on the other side, whether you move documents from the Platform or from your Drive folder.

When you move a document from a Drive-synchronized folder to an unsynchronized one, the behavior is different if you move the document from the Platform or from your local folder.

  • If you move the document from the Platform, the document is not available anymore in your local folder.
  • If you move the document from your local folder, the document is deleted on the Platform and moved into the folder's trash. In the document's history, the deletion is tagged with the Nuxeo Drive category.

Deleting Documents

When you delete documents from the Platform, they are deleted from your local Drive folder at the next update.

When you delete a document from your local Drive folder, the document is deleted on the Platform and moved into the folder's trash. In the document's history, the deletion is tagged with the Nuxeo Drive category.

Unauthorizing a Drive Client to Access the Nuxeo Platform

When you start Nuxeo Drive on your computer for the first time, you need to provide your credentials so the Drive client can communicate with the Nuxeo Platform. This creates an authentication token on the Platform, that is displayed on the Nuxeo Drive tab in the Home. If you want to unauthorize a Drive client to access the Nuxeo Platform using your credentials, for instance because you changed your computer, you can revoke this authentication token. The Nuxeo Drive client will then require the credentials to be updated to connect to the Nuxeo Platform.

To revoke an authentication token:

  1. On the Nuxeo Platform, in the Home tab, click on the Nuxeo Drive tab.
  2. Click on the Revoke button of the token to be revoked. Several elements are displayed to help you identify the right token:
    • the device description: whether it is a Mac OS client, Windows client, Linux client;
    • the creation time: date and time at which the token was created, i.e. the date and time at which you provided it with your credentials.
  3. In the window that pops up, click on OK to confirm.
    The Nuxeo Drive client cannot communicate with the Nuxeo Platform and switches to offline. When you click on the Drive icon, it says "Update credentials (required)".

Uninstalling Nuxeo Drive

To uninstall Nuxeo Drive from your computer, you need to remove the following items:

  • The .nuxeo-drive hidden folder where logs are stored
  • The Nuxeo Drive client application
  • The Nuxeo Drive local folder, only if you want to get rid of all the synchronized files and folders.

Uninstalling Nuxeo Drive on Mac OS X

To uninstall Nuxeo Drive:

  1. Quit Nuxeo Drive:
    1. Click on the icon in the system tray.
    2. Click on Quit in the menu.
  2. Open a terminal and execute the following command:

  3. Remove Nuxeo Drive from your applications like you usually remove any application.
  4. Delete the Nuxeo Drive item from your Favorites in the Finder.
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At this point you have uninstalled the Nuxeo Drive program and its configuration. If you want to get rid of the synchronized data you also need to delete the Nuxeo Drive folder like you delete any regular folder.

Uninstalling Nuxeo Drive on Windows

To uninstall Nuxeo Drive:

  1. Quit Nuxeo Drive:
    1. Click on the icon in the system tray.
    2. Click on Quit in the menu.
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    At this point you can check that there are no ndrivew.exe or ndrive.exe remaining processes in the Processes tab of the Windows Task Manager that you can open by typing Ctrl + Shift + Esc.

    If you find such processes, kill them manually by right-clicking on their name and clicking on End Process.

  2. Uninstall the Nuxeo Drive application like a regular program using the Control Panel.

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    If you have any problem during the uninstallation process you can try using this Microsoft tool to uninstall Nuxeo Drive properly.

  3. Waiting for NXDRIVE-270 to be resolved you also need to manually delete the C:\Program Files (x86)\Nuxeo directory.

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At this point you have uninstalled the Nuxeo Drive program and its configuration. If you want to get rid of the synchronized data you also need to delete the Nuxeo Drive folder like you delete any regular Windows folder.

Uninstalling Nuxeo Drive on Linux

To uninstall Nuxeo Drive:

  1. Quit Nuxeo Drive:
    • Click on the icon in the system tray.
    • Click on Quit in the menu.
  2. Open a terminal and execute the following command:

  3. Uninstall the Nuxeo Drive application using the following command:

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At this point you have uninstalled the Nuxeo Drive program and its configuration. If you want to get rid of the synchronized data you also need to delete the Nuxeo Drive folder like you delete any regular Linux folder.