Connecter Workspaces 

Workspaces in Connecter

Your Workspace in Connecter is the aggregation of everything.
It’s the central hub where the metadata of your library is stored and managed. The "space" where you'll be organising your assets, whether working alone or as a team.
Every time you start Connecter, it must connect to and open your Workspace to set the work environment of your assets library.  
When you tag an asset, add a preview or description, or leave Feedback - that information is stored in the Workspace, through which you and your team's members access and share everything more efficiently. 

Starting with Workspaces

Connecter has three workspace types: Personal, Shared (local workspaces) and Connecter Server
  • The Personal Workspace best suits individual 3d artists who need a simple working environment that is easy to set up and maintain.
  • The Shared Workspace allows the synchronisation of the asset library metadata across up to 5 Connecter instances connected to a shared workspace within the local area network (LAN). This workspace type allows for a maximum of 10 000 assets in the library. 

The Connecter app organises all Personal and Shared Workspaces data in folders on the file system. Connecter Server workspaces are hosted on Connecter's cloud, or a self-managed PostgreSQL database hosted on-premises. 

When you start Connecter for the first time, it will ask you to create a workspace (Personal or Shared), activate an existing one (Personal or Shared), or log in to a Connecter Server workspace:

  • To create a new Personal Workspace, click the button to browse a local or network folder, and when ready, click the "Select folder" button in the browser. 
  • NEVER use a cloud-synced local folder (e.g. Dropbox, Drive, etc.) as a synchronisation process will corrupt irrevocably the workspace.
  • To create a new Shared Workspace, click the button to browse a shared local or network folder, and when ready, click the "Select folder" button in the browser. IMPORTANT: You must select a shared folder to which all Connecter instances that will use the workspace have access. 
  • NEVER use a cloud-synced local folder (e.g. Dropbox, Drive, etc.) as a synchronisation process will corrupt irrevocably the workspace.
  • To connect to a Connecter Server Workspace you are granted access to, click the "Log in" button, use your credentials to log in, and select the workspace you want to access. Contact your team admin if you manage to log in but don't see any workspaces available to connect to.  
  • To use an existing local workspace (Personal or Shared), click the "Activate existing local workspace" button to navigate to a folder containing the workspace, and when ready, click the "Select folder" button in the browser. 

What data is stored in the Workspace
BEFORE WE BEGIN: Your assets' content (e.g. the local files you browse in Connecter) is not part of the Workspace. The Workspace only holds the information necessary to provide Connecter's organisational and management features. None of the files in your asset library will be changed, moved or otherwise altered by Connecter. 

Following are some main types of data Connecter stores and manages in the Workspace:
  • The locations of the root folders you add to Connecter;
  • The locations of all assets you catalogue by adding metadata and custom previews plus:
  • The metadata you add and modify: tags, descriptions, ratings;
  • The locations of any custom previews you add to your assets; 
  • The custom previews' content (for Personal and Shared workspaces).
  • All Version Control and Feedback metadata that is being added while you use these features;
  • Folders colours;
  • The tags you add and modify and their colours and custom icons;
  • Custom properties you add and change;
  • Changelogs with all events that happen in the Workspace.

If you use Connecter as part of a team with a Shared Workspace or Connecter Server, all these types of data you add or modify in the Workspace sync with all other team members who connect to the same Workspace. 

Personal Workspaces

You'd typically need a simple Personal Workspace environment if you're a freelance artist or a one-person studio. 

Setting up
When you create a new Personal Workspace, you can choose any local or network folder. Every time Connecter starts, it will need complete read and write access to that folder to validate and successfully connect to the Workspace. 

IMPORTANT: Though accessing a Personal Workspace from different Connecter instances is possible, this practice is HIGHLY NOT RECOMMENDED. If two Connecter instances try to make changes on the same workspace, there's a 100% chance of corrupting the database and making the workspace irreversibly inaccessible. If you need to share a workspace across multiple computers, consider using a Shared Workspace or Connecter Server.

Shared Workspaces

A Shared Workspace best suits single artists or small teams that access it from a maximum of 5 instances of Connecter within a local area network (LAN), where all changes one Connecter instance makes are synchronised in real-time with the other instances. 

In contrast with the Connecter Server, a Shared Workspace doesn't work with real member accounts (user) but only registers individual Connecter instances that connect to it. A maximum of five Connecter instances (installed on different computers) can connect and register to a Shared Workspace. When a new Connecter instance connects, the Shared Workspace associates a unique ID with that instance and records one connection slot (out of the five allowed). 

Setting up 
When you create a new Shared Workspace, you will need to select a shared local or network folder Connecter will use to store and manage all workspace's data. This must be a folder all Connecter instances can access. 

IMPORTANT: Shared Workspaces can be created in a network (shared) folder ONLY. If you choose a local and un-shared folder, Connecter will not set up the workspace and will give you an error. Following are a few examples of typical network folders: 
\\

A Shared Workspace folder doesn't store actual assets' content (files). It only serves as a centralised hub for all metadata linked to the assets - root folders, assets locations, custom previews, tags and others. So when a Connecter instance connects to the Shared Workspace, it gets all that metadata and shows all assets added to the assets catalogue.

IMPORTANT: Ensure full access to the folder - you can create, edit and lock files. Without these permissions, Connecter won't work correctly. Contact your network administrator if you need help with the permissions and security settings.

Managing connections
Each connection represents an individual Connecter instance. Think of workspace connections as Connecter installations within the local area network rather than actual user accounts offered with Connecter Server. So if you're a team of four, there will be four Connecter instances, each having its unique ID and connection name for accessing the Shared Workspace.

Connection name
You should assign a name to each Connecter instance (installed on a different PC) you connect to the Shared Workspace. Typically you'd want to give names that will help you distinguish the different connections like "laptop", "Mark's PC", "Render_box", etc.    
IMPORTANT: Each connection name is associated with a unique Connecter instance; therefore, you cannot use it to connect to the Shared Workspace from another PC (Connecter instance).

To see a list with all Connecter instances (Connections) registered to the Shared Workspace:
  1. Click the "Shared Workspace" icon at the top right of Connecter.
  1. In the WORKSPACES dialogue, click the Manage button. 

Why is there a limit of a maximum of five shared workspace connections? 
Connecter's teamwork functionality through a Shared Workspace is designed to suit the needs of small teams collaborating in a local network environment. The way Connecter stores and handles shared workspace data, connections and permissions allows its fast and hassle-free setup process - an ideal solution for small teams with limited resources to deal with more sophisticated server-hosted databases and user administration. But this easy-to-deploy teamwork functionality comes with certain technical limitations on how many simultaneous connections and significant numbers of assets are managed.
 
After testing hundreds of practical use cases, we've determined that five simultaneous users and 10 000 assets are the maximum loads at which Connecter can still offer good performance and reliability of the Shared Workspace data. We designed Connecter Server as a reliable solution for bigger teams and assets libraries for anything above these numbers.

Reaching the maximum number of connections.
Suppose you need to connect a new instance, and a maximum of 5 connections is already reached. In that case, you will first need to remove one of the existing connections registered on the Shared Workspace before a new instance of Connecter can connect. To remove a connection: 
  1. Click the "Manage" button in the WORKSPACES dialogue.
  1. Click the "x" button on the right of the connection you want to remove.
  1. Click the Save button.

Connection permissions.
In the "Manage connections" interface, you will see all Connecter instances successfully connected to the Shared Workspace. You can grant a selected connection full permissions (read, write) or just read access. A connection with read-only access will not be able to make any changes in the workspace (add custom previews, categories, remove or add folders, etc.). It will still be able to personalise by using options like starring and hiding files and folders, filtering folders, changing Connecter settings and others.

To change connection permissions:
  1. Click the "Manage" button in the WORKSPACES dialogue;
  1. Select or deselect the "Can edit workspace" checkbox after a connection to grant the following permissions:  
  1. Selected (Write permissions): full rights to edit any part of the shared Workspace; 
  1. Unselected (Read permissions): no rights to make changes in the Workspace, including adding assets folders, organising assets, adding custom previews and others. 
  1. Click the "Save" button. 

Using password to manage connections
When you create a new Shared Workspace, you can set a password for accessing the manage workspace functionality. Each Connecter instance connected to the Workspace will then ask for that password to access the connections list. 

IMPORTANT: Though the connection name and workspace password are grouped in a single interface when you create the Shared Workspace, they are unrelated. The connection name is the name that this particular Connecter instance will use to connect to the Shared Workspace. If you decide to set a workspace password to manage the workspace connections and their permissions, you'll need this password and a Connecter connected to the workspace whenever you want to manage it. You can set up a Shared Workspace from one instance of Connecter and then manage it from another.

IMPORTANT: There's currently no option to retrieve a lost password automatically, and you'll need to contact us if you forget your password. 

To manage a password-protected Shared Workspace:
  1. Click the "Manage" button in the WORKSPACES dialogue;
  1. Type in the password used to create the workspace;
  1. Click the OK button.

Connecter Server Workspaces

The Connecter Server software-as-a-service (SaaS) product has a unique team collaboration approach. In Connecter Server, each customer (a company or another entity) creates a team of members with individual accounts and permissions to use the team's workspaces. 
In Connecter Server, each team can have up to ten workspaces each stored and managed by either of the following two options:
  • Cloud Server - managed on Connecter's infrastructure and provided for free as part of your Connecter Server subscription. This option lets you start using Connecter Server in seconds.
  • Self-hosted Workspace - hosted on your own PostgreSQL database. This option will require administration by your company's IT specialist. 

NOTES
  • The workspace data don't include the assets and their previews. This makes the database reasonably small, which is a massive benefit if you want to host it on a public cloud service provider like Heroku, Microsoft Azure or Amazon AWS.
  • We keep your workspace data for six months after the last successful subscription payment. Afterwards, we permanently delete the date without prior notice. 

Logging in to Connecter Server accounts
If you are a member of a Connecter Server team, your admin has probably added you to some of the team's workspaces. You can also be part of multiple Connecter Server workspaces within that team and more workspaces of other teams (e.g. different companies). To use Connecter in a Connecter Server workspace, you must first log in to your Connecter Server account and then connect to any workspace to which you have granted access with that account. 
You can log in to a Connecter Server account while you're in either of the following scenarios:

  • If you start Connecter for the first time or the last-used workspace is missing, Connecter will prompt an interface from which you can log in to a Connecter Server account by clicking the "Log in" button and entering your credentials. 
  • If you're currently working in Connecter in a Personal or Shared Workspace but want to log in to a Connecter Server account, click the "Personal" or "Shared" button at the top right of the app to open the WORKSPACES interface and then click the "Log in" button" and enter your credentials.
  • You're currently logged in to a Connecter Server account but want to log in to another account (switching accounts). Use either of the following methods depending on the current situation:
  • Click the button with the presently logged member at the top right of the app, and then:
  • Click the SWITCH ACCOUNT button in the dropdown and then enter your credentials.
or
  • Click the MANAGE WORKSPACES button in the dropdown to open the WORKSPACES interface, and then click the "Switch account" button and enter your credentials.
  • If you're currently working in Connecter in a Personal or Shared Workspace, click the "Personal" or "Shared" button at the top right of the app to open the WORKSPACES interface and then click the "Switch account" button and enter your credentials.


Every time you successfully log in to a Connecter Server account in Connecter, you see all Connecter Server workspace to which you have access. You may be granted access to only one workspace or multiple workspaces, including workspaces from various teams. When you choose the workspace you want to connect to, Connecter will start (if you're not connected to any workspace at the moment) or restart (if you're currently connected to a workspace) to load the new workspace's environment.  

You also may have no access to any workspace. In this case, after you log in to your Connecter Server account in Connecter, there won't be any workspaces to connect to. Contact your team admin to get access to a workspace. 

Login sessions in Connecter
When a user logs in to a Connecter Server account in Connecter, the login (login session) stays active until the user intentionally logs out. NOTE: Connecting to a Personal or Shared workspace won't log you out if you're logged in to a Connecter Server account.

Logging out
To log out from a Connecter Server account, use either of the following methods:
  1. If you're currently connected to a Connecter Server workspace:
  • Click the button with the presently logged member at the top right of the app, and then:
  • Click the "Log out" button in the dropdown and confirm by clicking the "Yes" button in the dialogue.
or
  • Click the MANAGE WORKSPACES button in the dropdown to open the WORKSPACES interface, click the "Log out" button and confirm by clicking the "Yes" button in the dialogue.
NOTE: Connecter disconnects from the current Connecter Server workspace and restarts when you log out.
  1. If you're currently working in Connecter in a Personal or Shared Workspace, click the "Personal" or "Shared" button at the top right of the app to open the WORKSPACES interface, click the "Log out" button and confirm by clicking the "Yes" button in the dialogue.

Accessing workspaces and the team's Connecter Server subscription
For the team members to access the teams' workspaces, an active Connecter Server subscription is required. The currently active subscription plan determines the number of team members who can connect to and use the team workspaces simultaneously.  
If a team's subscription expires due to non-payment or the end of a trial period, team members can no longer connect to the team's workspaces. For more information on how to start a Connecter Server free trial or manage your subscription, refer to the Subscriptions page and FAQ.

Accessing the same workspace from multiple locations
A team member can access the team's workspaces from any Connecter instance after logging into a Connecter Server account with permission to access those workspaces. However, suppose a team member is currently connected to a workspace from one Connecter instance. In that case, connecting to the same workspace won't be possible using the same account from another Connecter instance. The user would need to log out from one Connecter instance and then log in from the other.  
NOTE: It’s impossible to boot or disconnect a logged-in user remotely.

Accessing multiple workspaces from multiple locations
A user can access multiple workspaces within the same or from various teams if such access permissions are granted to the Connecter Server account this user holds. Suppose a user is a member of two teams (two companies). In that case, through the same Connecter Server account, the user can connect to one's team workspace from one Connecter instance and to the other's team workspace from another location. Furthermore, suppose the user can access multiple workspaces for any team. In that case, he can connect to them simultaneously from different Connecter instances (e.g. different computers in the same office plus a home-office computer). 
NOTES
  • The same user cannot simultaneously connect to the same workspace from different Connecter instances. 
  • Each connection by a team member to the team's workspaces counts against the "max simultaneous users" quota determined by the team's current subscription plan. For example, if the same user connects to two workspaces within the same team, this would account for two users from the quota. 

The Connecter Server Team portal
The Connecter Server Team Portal is a web application available at https://teamwork.connecterapp.com, where users must create a Connecter Server account to join and use the team's workspaces. 
When users log in to their Connecter Server accounts at the Team Portal, they see all teams (if more than one) they are members of and all team workspaces to which they've been given access. 

Logging into the Team Portal
The Connecter Server Team Portal is available at https://teamwork.connecterapp.com
To log in to your Connecter Server account:
  1. Type in the email address associated with the account.
  1. Type in your password and click the GO button.
If you can't remember your password:
  1. Click the "Forgot your password?" button.
  1. Type in your email address in the dialogue and click the SEND button. 
  1. Follow the instructions in the password recovery email you'll receive. 
NOTE: If you don't already have a Connecter Server account, contact your team's admin to manage your permissions. When you're granted access to the team   

Team admins
The team admins manage their team members' accounts, access the team workspaces and permissions, and set up features like Version Control and Workflows, Web Catalog, and others. 
For more details on how to grant users a team admin role, refer to the "Connecter Server - Starting Steps" article
NOTE: Each organisation using Connecter Server has one team and must entitle one user with a Connecter Server account as a team admin. A team can only have one user with an admin role. 

Adding members to the team
The team admin must first invite all users to join the team as team members. Each invited user receives an email with a link to the Team Portal to create a Connecter Server account or log in.
To invite users:
  1. Log in at teamwork.connecterapp.com
  1. Select a team for which you have an admin role.
  1. Click the MEMBERS button.
  1. Click the "Add multiple members" or "Add new member" button, depending on your choice:
  • Add multiple members: type in or paste multiple user emails separated by a comma, select a workspace, select permissions to apply on all users, and press the SEND INVITES button.
  • Add new member: type in the member name you want to set for the user, type in its email, and press the SEND INVITES button.

NOTE
  • The invitation will eventually expire unless the user follows up. In this case, the team admin will need to send a new invitation from the Team Portal.
  • There's no limitation on the number of team members. 

Removing members from the team
To remove a member from the team:
  1. Log in at teamwork.connecterapp.com
  1. Select a team for which you have an admin role.
  1. Click the MEMBERS button.
  1. Click the "x" button of the member you want to remove.

NOTE: Members removed from the team will automatically lose access to all workspaces to which they currently can connect.   

Joining a Connecter Server team
All users the team admin has invited receive a system email with a link to join a team. When the user follows the link, a web page at the Team portal opens. 
A form to create an account appears if the user doesn't have a Connecter Server account. A login form appears if the user already has such an account.
IMPORTANT: The user cannot add himself to a workspace after joining and becoming a team member. The team admin only manages team members' access to workspaces. Contact your team admin if you don't see a team workspace when you log in to your Connecter Server account at teamwork.connecterapp.com or from the Connecter app.   

Creating Connecter Server workspaces
After you log in to your Connecter Server account with an admin role for a team, to create a new workspace: 
  1. Click on the WORKSPACES button.
  1. Click on the "+Cloud Workspace" or "+Self-hosted Workspace" button depending on your choice. 
  1. Type in a name for a new Cloud Workspace and press the CREATE NEW button. The name you give to the workspace is what your team members will see when they log in to their accounts in Connecter to connect to the workspace. 
Self-hosted workspaces require advanced IT skills and ongoing support from a system administrator. Depending on your server/cloud solution, the setup can differ significantly. Still, you can watch the "How to set up PostgreSQL server on Heroku" video for a basic idea of the process.

Some Connecter Server-exclusive features require a setup for each workspace in the team. Refer to the following resources for further information on the topic:

Renaming and deleting workspaces
To rename a workspace, click the edit button in the workspace header, type in the new name and press the SAVE CHANGES button.

IMPORTANT! When you delete a workspace, ALL information related to it gets permanently deleted with no recovery option. We don't provide support for deleted workspaces.
To delete a workspace, click the "x" button in the workspace header and confirm the deletion in the dialogue that appears by clicking the YES button.

Adding team members to workspaces
After creating a new workspace, the team admin must set the access permissions for all team members. By default, all team members except the admin don't have access to a newly created workspace. To grant a team member access to a workspace:
  1. Log in at teamwork.connecterapp.com
  1. Select a team for which you have an admin role.
  1. Click the WORKSPACES button.
  1. Click a workspace to expand its content.
  1. Use either of the following methods to set members' access permissions:
  • To set access permissions on a particular member, click the respective dropdown button in the Permissions column. If you're setting custom permission, select the individual permissions in the dialogue and click the SAVE CHANGES button. 
  • To set access permissions for all team members in bulk, click the team members icon in the Workspace header, choose the permissions to grand and click the SAVE button. NOTE: This option will update the permissions only of members who still have no access to the workspace. Those are members whose button in the Permissions column reads "No access".

NOTE: There's no limitation on the number of members who have access to a team's workspace. However, the current Connecter Server subscription plan determines the maximum number of simultaneous connections to the team's workspaces. 


Removing team members from workspaces
To remove a team member from a workspace:
  1. Log in at teamwork.connecterapp.com
  1. Select a team for which you have an admin role.
  1. Click the WORKSPACES button.
  1. Click a workspace to expand its content.
  1. Click the "X" button at the right end of the member's row. If updating the permissions is successful, the button in the Permissions column must read "No access".

Troubleshooting

Connecter Server workspaces 
Connecter cannot connect to a workspace. CAUSES
  • There are outbound connectivity problems (e.g. no internet, etc.).
  • You are using a firewall to protect your computer. 
  • SOLUTION: Please get in touch with our support team if you cannot access your workspace and none of the above applies to your situation. 

Personal and Shared workspaces
IMPORTANT! Since Personal and Shared workspaces reside on the local file system, they are prone to an unintentional or unauthorised altering of their content, which make Connecter unable to validate them. Consider carefully where you store your workspaces and manage users' access and permissions to avoid workspace corruption. We don't provide support on workspaces corrupted due to any alternation not directly caused by the application.   

  • Connecter cannot validate the workspace and will not start. 
  • CAUSES
  • The workspace content has been modified externally, and Connecter cannot validate it. SOLUTION: N/A
  • The workspace content has been corrupted due to a malfunctioning network device (e.g. NAS drive, etc.). Ensure your hardware can handle many simultaneous requests from all Connecter instances connected to the workspace. Your system admin should make initial tests to verify and then monitor the performance of the hardware. 
  • SOLUTION: N/A
  • The workspace content has been corrupted during the synchronisation of a cloud-synced folder (e.g. Dropbox, Drive, etc.). You should NOT use any cloud-synced folders for your Connecter workspaces, as this is a recipe for workspace failure.
  • SOLUTION: N/A
  • Connecter can validate the workspace and start, but the assets' preview thumbnails are missing. 
  • CAUSE: Corrupted cache. 
  • SOLUTION: delete all .dccdb files in the workspace folder structure. 
  • Connecter activates a Personal workspace instead of a Shared workspace. 
  • CAUSE: Both the Personal and Shared workspaces are stored in the same folder. 
  • SOLUTION: delete default.dcdb file from the workspace folder structure. 
  • Connecter cannot create a new workspace. 
  • CAUSES:
  • You don't have appropriate Windows permissions to write into this folder.
  • There's already a workspace created in this same folder.
  • (For Shared Workspaces) The folder is not shared.  

Managing Workspaces in Connecter




The WORKSPACES interface conveniently gathers all you need to manage your workspaces in one place. To open WORKSPACES:
  • Click the button with your name at the top right corner of Connecter if you're connected to a Connecter Server Workspace.
  • Click the "Shared Workspace" icon at the top right corner of Connecter if you're connected to a Shared Workspace.
  • Click the "Personal Workspace" icon at the top right corner of Connecter if you're connected to a Personal Workspace.

Working with multiple Workspaces
Although you can create and use multiple Personal and Shared Workspaces, Connecter always works with a single workspace at a time. It's not possible to work within numerous workspaces simultaneously. 

Creating new local Workspaces
At some point, you may need to create a new workspace. It could be because you want to move from a Personal to Shared Workspace, to start organising your library from scratch in a blank workspace, or your current workspace got corrupted or accidentally deleted, or something else. Whatever the case is, you are in either of these two situations:
  • The last-used workspace is missing, and Connecter won't start before you browse another existing workspace or create a new one. 
or
  • You're currently working in a workspace, but still, you want to browse to activate another or create a new workspace. 


  1. Open the WORKSPACES interface by:
  1. Clicking the "Shared" button at the top right of the app if you are currently working in a Shared Workspace

Activating existing local Workspaces
When you want to use an existing workspace, Connecter must first activate it. If Connecter can validate the workspace, it will disconnect from the current workspace and restart to load the newly-activated workspace.
 
To activate an existing local workspace, click the Browse button to navigate to a folder containing the workspace or the Activate button next to a workspace in the ACTIVATE EXISTING LOCAL WORKSPACE section, where all recently used workspaces are listed.

Moving Personal workspaces
Moving an existing Personal workspace with all its data to another location is possible. To move the workspace:
  1. Ensure the currently active workspace in Connecter is the Personal workspace you want to move. 
  1. Click the "Personal Workspace" icon at the top right of Connecter.
  1. In the WORKSPACES dialogue, click the "Move" button.  
  1. Choose a new empty folder and click the "Select Folder" button in the Windows browser.

Missing workspaces
If Connecter cannot load the last used workspace for any reason, it won't start. Instead, an interface with information about the missing workspace plus options to create a new or activate an existing workspace will appear.
Your workspace could be missing due to the following reasons:
  • The folder where the workspace is located is missing, or Connecter cannot access it.
  • Some workspace files or folders have been deleted or altered, and Connecter can no longer validate the workspace.
  • The last-used Connecter Server workspace is no longer available, or your access has been revoked. 

Deleting Personal and Shared workspaces
There is no option to physically delete Personal or Shared workspaces on the disc from Connecter. If you delete a workspace folder from the disc, Connecter will show it as a missing workspace. 

Migrating workspaces


Migrating Personal and Shared Workspaces to Connecter Server
Suppose you've been using Connecter with a Shared Workspace but want to go to the next level with Connecter Server. By following these steps, you can easily migrate your current library organisation to a Connecter Server Workspace. It works with Personal Workspaces as well.

  1. Start the Connecter desktop app and go to the WORKSPACES interface. 
  1. Click the "Server" button and log in with a user with "Read / Write" access to a Connecter Server workspace.  
  1. Choose the Workspace that you want to use. 
  • NOTE: You can migrate only to workspaces hosted in the Connecter cloud. The migration is not supported for self-hosted Connecter Server workspaces. 
  • IMPORTANT! The migration process will override any existing data in the Connecter Server workspace you want to use. This procedure best suits the use case you want to migrate to a new and empty Connecter Server workspace.
  1. Once connected to the Connecter Server workspace you will use, from Tools, select "Migrate workspace" and select the Personal or Shared workspace you want to transfer. 
  1. Choose a shared folder all Connecter instances within the team can access. Connecter will copy in this folder all assets' previews from their current locations in the Personal or Shared workspace you're migrating.  
  • NOTE: Wait for the process to finish. It may take some time, depending on your asset library size. You can restart the process if, for any reason, the migration fails.  

Please get in touch with our support team if you have any issues during the setup.

Workspaces backup and restore

Personal workspaces
If you use Connecter with a Personal workspace, you can use the Workspace Backup utility to set up an automatic backup. By default, Connecter will attempt to back up the workspace when you finish your work for the day and close the app. On your first exit from Connecter, a dialogue will appear to ask if you want to have a backup or not. If you create a backup, you'll need to point to a folder where Connecter will save this and the subsequent backups.   

To change the Workspace Backup utility settings:
  1. Оpen it from Tools > Workspace backup.
  1. Make your preferences and click the “Save and close” button.

Making on-demand backups
If you don’t want an automatic workspace backup, you can still make backups on demand when needed. 
To turn off the automatic updates: 
  1. Open the Workspace Backup utility from the Tools menu.
  1. Choose the “No automatic updates” option.
  1. Click the “Save and close” button.
 
To make a backup on demand:
  1. Open the Workspace Backup utility from the Tools menu.
  1. Click the “Make backup now” button.