Setting up access to file references on Daylite for the iPhone and iPad
Important: Daylite & Billings Pro Self-Serve Support Ends February 28, 2019. Read Announcing Our Goodbye To Self-Serve for more information.
With the release of Daylite Server 4.3 and Daylite for the iPhone and iPad 4.3, attachments can now be viewed on your iPhone and iPad
There are two ways files are stored:
- Files stored inside Daylite: a copy of the file is stored inside the database, and can be accessed by any Daylite user. Files are retrieved on demand, and as such require that the Daylite Server be reachable in order to view the file.
- File stored as file references: the file is not stored directly, but rather the location of the file is stored, and looked up when the file is viewed in Daylite. In order to view the file, it must be located on the same computer from which Daylite for Mac is being used, be accessible via a shared folder/drive mounted on the computer, or in the case of Daylite for the iPhone and iPad the file must be accessible to Daylite Server (either via a mounted shared folder/drive, or the file residing on the same computer as Daylite Server).
This article deals with files stored as file references (#2). For a single- user setup, you may need to allow access to the location of the files for Daylite Server in order to view them from Daylite for the iPhone and iPad.
File references from a shared drive or folder
If the file reference was created from a file located on a shared drive or folder, ensuring that the remote shared drive/folder is mounted on the computer will allow access to the file from Daylite for Mac. For access to the file from Daylite for iPhoen and iPad, ensure that the remote shared drive/folder is mounted on the computer running Daylite Server.
If the shared drive/folder is hosted on the machine running Daylite Server, not other set setup is necessary.
Creating files in Daylite from a shared drive/folder (either remotely shared or a locally shared folder) is the preferable way to add a file in Daylite for access in a multi-user setup as it can be accessed by any Daylite user that has mounted the shared drive/folder on their computer.
For more information on setting up file sharing on Mac OS X, refer to this Apple Knowledge Base article: Mac Basics: File Sharing
File references from files located on the local computer
For security reasons, Daylite Server runs as a separate Mac OS X user on the system and as such does not have access to other Mac OS X user's files. If the file reference was created from a local file located on the same computer to which only your Mac OS X user account has access, you will need to allow access to the file location to Daylite Server in order to be able to view the file from Daylite for the iPhone and iPad.
Note: Daylite Server must be running on the same computer; this will be the common scenario in a single-user setup.
For this example, we will assume that the file reference was created with a file contained in a folder called 'Daylite files' in your Mac OS X user's Home folder:
- Locate the file's enclosing folder in the Finder (in this example, from the Finder select Go > Home, then highlight the 'Daylite files' folder). If you are unsure where the file is located, while viewing the file from Daylite, click 'Reveal in Finder' at the bottom of the preview window, and select its enclosing folder.
- Select File > Get Info.
- Click on the small pad-lock on the lower-right corner of the window and enter your Mac OS X user account password if necessary to unlock access to additional features in the window.
- Expand the 'Sharing & Permissions' section if necessary.
- While holding down the 'Alt/Option' key on the keyboard, click on the '+' button at the lower-right of the window
- A sheet drops down; highlight 'Users & Groups' on the left. On the right, highlight the 'Daylite' or 'Daylite Server' user and click 'Select' (you may use the filter at the top of the sheet to more easily find the Daylite user).
- A new user (named '_dayliteserver') will be added to the list in the 'Sharing & Permissions' section.
Daylite Server now has access to the file for access from Daylite for the iPhone and iPad.
If you have other locations from which you added files to Daylite as file references that you wish to access from Daylite for the iPhone and iPad, repeat the steps above for all the enclosing folders of these files.
If you will be adding many file references in Daylite, we recommend to keep the files in a single folder and allow access to the folder for Daylite Server as described above. We do not recommend that you allow access to your entire Mac OS X home folder.