Installation Guide. Research Computing Team V1.9 RESTRICTED

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Installation Guide

Research Computing Team V1.9

RESTRICTED

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Installation Guide v1.9 Page 2 | 26

Document History

This document relates to the BEAR DataShare service which is based on the product Power Folder, version 10.3.232 ( some screenshots were taken of version 10.3.191 ).

This document is subject to change and will be updated as the product and the service develops and in the light of user feedback. Your comments are of great value to us in improving our computer services and the supporting documentation so are always welcome.

Research Computing Team The Computer Centre Elms Road

Tel: 0121 414 5877

Email: [email protected] Web: www.birmingham.ac.uk/bear

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Introduction

BEAR DataShare is part of the Birmingham Environment for Academic Research; a set of services designed to support the University’s researchers.

The service is available to researchers where it provides a mechanism for sharing (up to 20 GB), of data with identified collaborators both on and off campus.

There are two methods in using the software

 Web based

 Application ( client ) based

See the User Guide for further information about the service.

This document is a guide to installing and setting up the application ( client )

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Installing BEAR DataShare

The installation will depend on whether you have

 University of Birmingham managed desktop / laptop / device

 A non-University / personal desktop / laptop / device

The main difference is the lack of administrator privileges on University managed devices, so the client can be installed via the Software Centre.

Windows installation

Getting the Client on to a managed device

If you have a University managed device then you will need to install the client from the Application Catalogue from our Software Centre, either copy and paste the link into your browser or press the hover over the link below and press the ‘CTRL’ key and the link below.

https://uob-sccm-dp2.adf.bham.ac.uk/CMApplicationCatalog/#/SoftwareCatalog

You may see a warning message about Silverlight needs permission to run, to enable this select the url bar in the browser ( Internet Explorer ) and select the jigsaw piece with the red cross on it. Then select either ‘always allow’ or ‘run all plugins this time’.

You will then see the screenshot below

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Installation Guide v1.9 Page 6 | 26 Once you highlight the client BEAR DataShare, you can select the ‘INSTALL’ button on the bottom right hand side of the webpage.

This will install start an installation and give you the following informational message

Once you click yes you will the following message pop-up In your system tray

The main window on the Software Centre will report

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Installation Guide v1.9 Page 7 | 26 Once the application is installed you will see the following dialogue box

Your device may or may not then request a reboot is required.

Getting the Client on a non-university managed device

Pre-requisites: Admin account required to install

To get the BEAR DataShare client open a web browser and enter the following address;

https://beardatashare.bham.ac.uk

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Installation Guide v1.9 Page 8 | 26 Select the link ‘Download Clients’ from the existing window.

Select the appropriate download for your device.

Upon selecting the link a ‘File Download - Security Warning’ will appear, choose ‘Run’ or save the file locally and run.

Another ‘Internet Explorer –Security Warning’ may appear select Run.

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Installation Guide v1.9 Page 9 | 26 The setup for BEAR DataShare will now begin, select ‘I Agree’ on the initial License Agreement screen.

On the ‘Installation type’ screen leave the default of ‘Automatic’ and select next

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Installation Guide v1.9 Page 10 | 26 Allow the setup to extract and install files

Select ‘Finish’ completing the installation

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NOTE :

It is essential to reboot your PC to complete the installation.

The following icon will be placed on your desktop

This is a link to the application, not where the data will be kept

This is the link to the data

A ‘Windows Security Alert’ may appear notifying that ‘Windows Firewall has blocked some features of this program’

Leave the default selected ‘Domain networks, such as a workplace network’ and select ‘Allow Access’

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Configuring BEAR DataShare

Now BEAR DataShare is installed, go to ‘Start’, ‘All Programs’, ‘BEAR DataShare’, and select ‘BEAR DataShare’.

You may see the following screen.

If you see the above then you will need to enter your university credentials, so please select

‘No User account configured’

This will prompt you for your details

On the ‘Activation’ screen enter your domain username.

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Installation Guide v1.9 Page 13 | 26 Enter your password and select ‘Next’

Activation should complete successfully and then BEAR DataShare logs in.

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Application icons and buttons described

1. Folder list - shows all available and synchronized folders.

2. Synchronized folder - click on the folder to view more information about it.

3. Available folder - click on the folder to synchronize it locally.

4. Status and last check - shows you if your folders are synchronized and when the status was last checked.

5. User account - shows the username the client was activated with.

6. Quota bar - shows how much space is still available online.

7. Auxiliary menu:

a. Show / Hide Folders - Shows or hides the folder list.

b. Web - Takes you to the user account folder list in the cloud.

c. Explore - Takes you to the default folder path using your default file browser (e.g.

Windows Explorer on Windows).

d. Pause - Lets you pause all checking and synchronization activities.

e. Preferences - Lets you configure the client settings.

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Creating your base folder

Now the client is installed we are ready to start using BEAR DataShare. By default BEAR DataShare creates a folder within you windows user profile, e.g.

C:\users\user_name\DataShares

On Windows 7 and later BEAR DataShare will appear as a ‘Favourites’ destination

This default folder can be used to synchronise and store information with BEAR DataShare.

However you may already have existing folders which you wish to use.

To select existing or create new folders within the BEAR DataShare application select ‘Show Folders’

and an option to ‘Create Folder’ will become visible

On this new window ‘Choose Directory’ select or create the local folders which you wish to use with power folder.

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Installation Guide v1.9 Page 16 | 26 Once you have setup your folders select ‘OK’

A new ‘Folder Configuration Wizard’ will appear and notify that setup was successful.

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Installation Guide v1.9 Page 17 | 26 Select ‘Finish’ completing the setup.

BEAR DataShare will now synchronise these folders and files with the BEAR DataShare server, this may take some time depending on the files that are to be uploaded.

Further information on creating more folders and how to share is in the ‘User Guide’.

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MAC

Client Install

Pre-requisites : Admin account required to install

To get the BEAR DataShare client open a web browser and enter the following address;

Select the link ‘Download Clients’ from the existing window.

Select ‘Download for Mac’ icon

The client will download onto the Downloads area of your MAC

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Installation Guide v1.9 Page 19 | 26 If you then double click the download – BEAR_DataShare_Latest.dmg , you will then be faced with the following window

The installation will start once you double-click the client installation package

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Installation Guide v1.9 Page 20 | 26 Select ‘Agree’ and then carry on with the installation

Before the installation starts, your Mac will ask you for confirmation of whether the software can be installed, you will then need to enter your password

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Installation Guide v1.9 Page 21 | 26 The software will then install and complete, and you will be presented with a window below

Configuring BEAR DataShare

To start the client, you will need to find the client using finder and click on the BEAR DataShare icon.

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Installation Guide v1.9 Page 22 | 26 You will then be faced with the login window, please enter you University username ( not email ) and password.

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Installation Guide v1.9 Page 23 | 26 Once successfully logged in you will see the following window

NOTE: For a description of the icons and links on the client application please see the section

‘Application icons and buttons described’

Creating your base folder

At this point you will need to create a base folder where your data can be placed.

So select the ‘>Create Folder’ icon, and you will be faced with the following window.

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Installation Guide v1.9 Page 24 | 26 Once you created a new directory, and selected next you will get a confirmation window

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Linux

The Linux installation section will be updated shortly

Mobile Devices

Please follow the prompts on your device to install the client, but if the setup asks you to add a URL , then please add

If your device does not have a pdf or MS Office document viewer, then please install from your application store. There are many variants which are free to paid for apps, please choose an app that you find most useful.

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Further Help and Advice

We will be building up a series of FAQs on the BEAR web site. Please check for answers here

https://intranet.birmingham.ac.uk/it/teams/infrastructure/research/bear/BEARDataShare/FAQ.aspx before logging a call via the IT Service Desk.

To log a call on the ServiceDesk please go to https://universityofbirmingham.service-now.com and

‘Create Incident’, after adding in your details please select the following

 Service Offering : BEAR DataShare

 Configuration item : BEAR DataShare

 Assignment Group : BEAR DataShare

Within the user notes describe in as much detail as possible the issues. Also add in details on what operating system and whether you are using the desktop client or the web application.

This will be passed to your local College IT team.

Installation Guide. Research Computing Team V1.9 RESTRICTED