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Synchronize Files using Planio Storage » History » Sprint/Milestone 46

Jan Schulz-Hofen, 04/14/2019 03:20 PM

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# Synchronize Files using Planio Storage
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[Planio Storage](https://plan.io/file-management/) lets you set up a dedicated folder within any Planio project that will be synchronized scross your team. All team members can access files using the web or directly in their devices using a Planio Storage Sync Client.
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{{>toc}}
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## Install Planio Storage
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Within any project, install Planio Storage by navigating to the **Apps** tab. Depending on your current Planio plan, you might have to add Planio Storage for a small monthly fee. Of course, you'll be able to try Planio Storage for free until your next plan renewal.
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{{figure(Install Planio Storage)
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!planio-storage-app@2x.png!
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}}
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## Install the Sync Client
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To sync your project's files and folders with your computer, download the appropriate client app first.
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<table>
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<tbody>
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<tr class="odd">
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<td><img src="macos-logo@2x.png" alt="" />:https://support.plan.io/attachments/download/679089/Planio%20Storage-2.3.1.5.pkg</td>
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<td><img src="windows-logo@2x.png" alt="" />:https://support.plan.io/attachments/download/679090/Planio%20Storage-2.3.1.3-setup.exe</td>
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<td><img src="linux-logo@2x.png" alt="" />:https://support.plan.io/attachments/download/679091/PlanioStorage-2.3.4-x86_64.AppImage</td>
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</tr>
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<tr class="even">
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<td><a href="https://support.plan.io/attachments/download/679089/Planio%20Storage-2.3.1.5.pkg"><strong>macOS Download</strong></a><br />
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(Version 2.3.1.5)</td>
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<td><a href="https://support.plan.io/attachments/download/679090/Planio%20Storage-2.3.1.3-setup.exe"><strong>Windows Download</strong></a><br />
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(Version 2.3.1.3)</td>
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<td><a href="https://support.plan.io/attachments/download/679091/PlanioStorage-2.3.4-x86_64.AppImage"><strong>Linux Download</strong></a><br />
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(Version 2.3.4)</td>
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</tr>
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</tbody>
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</table>
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Next, run the installer and enter your **Planio domain**, **login** and **password**. Planio Storage will allow you to sync everything from your Planio account or just the projects you select.
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You can also specify the local folder where Planio Storage files should be placed.
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{{figure(Setting up the Planio Storage client app)
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!planio-storage-client-app@2x.png!
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}}
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Handling files and folders inside the synced folders works like you're used to and every change will be synced with Planio. Should you be offline during a change, the sync will happen the next time your device is connected to the Internet.
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In case you and a colleague edit the same file while offline or during syncs, Planio Storage will create a copy of the file and you'll be able to merge your changes.
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## Browser access
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You can manage files and folders right in Planio as well. Within your project, navigate to the **Storage** tab. Inside, you'll be able to upload any number of files from your computer by clicking on the **Upload files** button or simply by dragging them from your desktop into the browser window.
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You can also create folders as you would on your computer by clicking **New folder**.
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To visualize the files and folders in Planio Storage, you can either select **Tree** or **Grid** from the options menu at the top right.
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{{figure(Planio Storage tree view)
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!planio-storage-file-listing@2x.png!
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}}
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## WebDAV access
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In case you don't wish to synchronize everything but access Planio Storage directly while online, you can use WebDAV.
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You can find a project's **WebDAV URL** in the Storage section's sidebar on the right. To connect, simply use your Planio **login** and **password**.
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{{figure(Accessing Planio Storage using WebDAV)
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!planio-storage-webdav@2x.png!
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}}
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## Configure roles and permissions
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To configure who among your colleagues and clients should be able to view and edit files, head to *your avatar* -\> **Administration** -\> **Roles and Permissions**. Then, select a role. Within **Permissions** -\> **Storage**, you'll be able to set permissions for the selected role.
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{{figure(Managing Planio Storage permissions)
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!planio-storage-permissions%402x.png!
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}}
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The following permissions are available:
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| View files and folders           | Enables users to access the **Storage** tab and browse files.                                                                                                     |
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| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| Edit files and folders           | Lets users upload, edit, and delete files.                                                                                                                        |
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| Edit protected files and folders | Enables users to **protect** files and folders. Protected items are hidden from other users unless they have the **View protected files and folders** permission. |
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| View protected files and folders | Allows users to view and download **protected** files. They cannot edit, delete, or set files to unprotected.                                                     |
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| Share files                      | Allows users to generate a sharing link for any file.                                                                                                             |
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| View shared files                | Allows users to download files shared using a sharing link.                                                                                                       |
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## Protecting files and folders
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Files and folders can be protected and thus hidden from other users. To protect a folder or file, click on the **...** menu or right click the item. Then, select **Protect**.
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{{figure(Protect a folder in Planio Storage)
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!protect-folder-in-planio-storage@2x.png!
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}}
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Protected files and folders are hidden from users who do not have the **View protected files and folders** permission. Users who do have the permission can view and download protected items, but they cannot edit or delete them.
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To edit, delete, or unprotect protected files and folders, users need the **Edit protected files and folders** permission.
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## Sharing files
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Single files can be shared with people outside of the project by generating a **Sharing link**. This is useful if you'd like to link to the file publicly or send a link to it in an email.
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To share a file, click on the **...** menu or right click the item. Then, select Share. You'll be able to copy the sharing link in the next step.
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{{figure(Sharing link information in Planio Storage sidebar)
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!sharing-links-in-planio-storage@2x.png!
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The link will always point to the latest version of the file–even if it has been updated after it was shared.
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## Linking files