Differences

This shows you the differences between two versions of the page.

--- preferences:sync [2017/11/12 19:53] – external edit 127.0.0.1
+++ preferences:sync [2017/11/26 19:43] – Update for Zotero 5. bwiernik
@@ Line 1: / Line 1: @@
-<html><p id="zotero-5-update-warning" style="color: red; font-weight: bold">We’re
+======Sync======
-in the process of updating the documentation for
-<a href="https://www.zotero.org/blog/zotero-5-0">Zotero 5.0</a>. Some documentation
-may be outdated in the meantime. Thanks for your understanding.</p></html>
 ~~NOTOC~~
-======Sync======
+For information on how to set up and use Zotero's syncing features, see [[:sync|Syncing]]. This page describes the settings in the Sync pane of the Zotero preferences.
-=====Settings=====
+The Sync pane has two tabs: "Settings" and "Reset"
-{{ :preferences:preferences-sync-settings-z3.0.png?direct&400|}}
+===== Settings =====
-====Zotero Sync Server====
+{{:preferences_sync_empty.png?nolink&w=600|}}
-Provide the username and password of your Zotero account to enable [[/support/sync#data_syncing|data syncing]]. When the "Sync automatically" checkbox is checked, a sync is started every time you make a change to your library. Otherwise, you can manually start a sync by clicking the sync button (the circular green arrow) on the right-hand side of the Zotero pane.
+To set up Zotero syncing, you first need to set up data syncing (for item metadata, notes, and the fulltext index) using your [[/|zotero.org]] username and password. After you link your Zotero account with the Zotero client program, you will see settings for managing data syncing and file syncing.
-See [[/support/sync|Syncing]] for more information.
+{{:preferences_sync_settings_user.png?nolink&w=600|}}
-==== File Syncing ====
+=== Data Syncing ===
-Check "Sync attachment files in My Library using Zotero/WebDAV" to enable file syncing for your personal Zotero library. Select "Zotero" in the dropdown menu to use [[/support/sync#zotero_file_storage|Zotero File Storage]], or "WebDAV" to use [[/support/sync#webdav|WebDAV storage]].
+  * **Unlink Account…:** Disconnect the client from your Zotero account. This will prevent syncing. You will be given an option to remove the local Zotero data or keep it. If you later link this Zotero client with another username, the local library will be replaced with the new username's library from [[/|zotero.org]].
+  * **Choose Libraries…:** This option lets you choose which of the [[:groups|Group libraries]] you are a member of to sync automatically with the Zotero servers. If you uncheck a library that is present in your local Zotero client, you can still manually sync the library by right-clicking on it in the left Zotero pane and choosing "Sync Library". It is not currently possible to remove an unsynced library from the local Zotero client.
+  * **Sync automatically:** When check, Zotero will start a sync every time you make a change to your library. You can manually start a sync by clicking the sync button (circular green arrow) in the upper-right corner of the Zotero window.
+  * **Sync full-text content:** When checked, Zotero will sync the contents of the PDF fulltext index, allowing you to search the index across computers and in the [[/|zotero.org]] web library.
-Check "Sync attachment files in group libraries using Zotero storage" to enable file syncing for your [[/support/groups|group libraries]].
+See [[:sync#data_syncing|Data Syncing]] for more information.
-See [[/support/sync#file_syncing|File Syncing]] for more information.
+=== File Syncing ===
-=====Reset=====
+  * **Sync attachment files in My Library using:** Enable/disable file syncing for your personal Zotero library.
+    * **Zotero:**
+      * Sync file attachments using [[/support/sync#zotero_file_storage|Zotero File Storage]].
+    * **WebDAV:**
+      * Sync file attachments using [[/support/sync#webdav|WebDAV storage]].
+      * Enter the URL for your WebDAV server (note that ''/zotero'' is added to the end of the URL automatically), your username, and your password.
+      * Click "Verify Server" to check whether Zotero can connect with the server for file syncing.
-{{ :preferences:preferences-sync-reset-z3.0.png?direct&400|}}
+{{ :preferences_sync_webdav.png?nolink&w=400 }}
-====Zotero Sync Server====
+  * **Sync attachment files in group libraries using Zotero storage:**
+    * Enable/disable file syncing for your group libraries.
+    * Only [[/support/sync#zotero_file_storage|Zotero File Storage]] is supported for group libraries.
+  * **Download files:**
+    * **At sync time:** Download all attachment files not already in your local Zotero file storage on your computer each time Zotero syncs.
+    * **As needed:** Only download attachment files when the user attempts to open the file. Useful for reducing the amount of hard disk space Zotero uses for attachments.
-See [[kb:sync_reset_options|sync reset options]] for a full discussion of the different reset options.
+See [[/support/sync#file_syncing|File Syncing]] for more information.
-**Restore from Zotero Server** - Erase all local Zotero data and restore from the sync server.
+===== Reset =====
-**Restore to Zotero Server** - Erase all server data and overwrite with local Zotero data.
+{{:preferences_sync_reset.png?nolink&w=600|}}
-====File Syncing====
+The options in this tab allow you to reset Zotero's file sync history with [[/|zotero.org]]. These options are not intended for regular troubleshooting and should not be used unless directed to on the [[/forum|Zotero forums]]. For more information, see [[kb/sync_reset_options|Sync Reset]].
-**Reset File Sync History** - Force checking of the storage server for all local attachment files.
 {{tag>pref}}