Step 1: Setup your connection
The first time you open up 360 Sync, you need to setup your connections. It’s time to start thinking about where you want files to move to or from. Pick a data source & input your credentials. Each data source that we connect to has a different set of credentials that you need to fill out, but our connections page walks you through each one! Once you are done, hit connect! It’s that simple.
In the image below, I filled out the data for Applied Software’s BIM 360 connection. Note that if you’re trying to connect to a server, or data sources like Box, Dropbox, Google Drive, Egnyte, OneDrive, or ShareFile, you don’t have to input your credentials via 360 Sync. You just have to install their desktop client on the machine that 360 Sync is installed on.
Step 2: Setup a Project
Once you’ve setup your connections, you can now map your project. Choose where you want data to come from, and where you want it to go. Once you’ve decided what files you want to move, you can hit save, or if you want to connect to another folder, just hit Save & Duplicate & start the process again. Hit save when you’re done & 360 Sync will automatically take you back to the project main page.
Every file, folder & subfolder will move from your source to your destination location!
Step 3: Choose when to run your sync
Once you’re finished setting up your project, it’s really easy to start moving files. Notice the colorful buttons in the top right corner. If you want to start moving files immediately, just push play. If you want to schedule it, hit the green button, and if you want to edit advanced settings or create a desktop shortcut that will allow you to more quickly run a project on demand.
If you want 360 Sync to automatically move files, the choose to run your project on a schedule. You can choose which day or days you want the sync to run, determine what time it will run, and can even have your project sync on repeated intervals during the day! To fully automate 360 Sync, simply click “Run as specific user” and then input your computer username & password & hit save. Now you’ve set your project up to run automatically!
Step 4: Review the Logs
After you’ve run 360 Sync, you can immediately check how it’s going. Once you click play, 360 Sync will start running. You can almost immediately see progress by reviewing the Logs. Take a look at the images below – each folder that downloads will give you a progress bar, and each file is color coded (gray is in progress, red is a failure, yellow is a warning, and green is success) to give you a quick, at-a-glance view of the project status.
Or, if you set your projects to run on a schedule, you can always come back & review them at any time.
360 Sync shows you how each sync performed, noting how many files moved & notes when the next sync is scheduled to take place. And if you roll over a red or yellow dot, 360 Sync explains what happened.
Step 5: Receive email notifications
If reviewing the logs inside of 360 Sync is to cumbersome, you can also have the log information emailed to you. Just fill out your email settings & choose when you want to get notified – on error, on success, or both, and decide whether or not you want to include the Log files with the email. Choose who needs to receive the emails & hit connect. You’re done!