Offline Files

One of the key things that we focused on for Windows Vista was improving the experience for mobile (laptop) users.  If you are like me, you spend quite a bit of time running around with a laptop.  However, when I am in my office, I tend to use my desktop.  The primary way that I share files between my desktop and my laptop is by storing them on a Windows Server (it's also the primary way that I make sure that my files get backed up).  For example, at Microsoft we redirect the "Documents" folder (previously known as "My Documents" in Windows XP) to a share on the server (of course, we use access controls on the folders to make sure that I am the only person who can see my files).

By redirecting key folders like the Documents folder to a file share, my documents are available to me no matter which one of my Windows PCs I am using.  The problem of course is what happens when I don't have access to the server -- such as when I am not on the corporate network or perhaps sitting on an airplane.  Frankly, the same problem exists with any file share that I might try to access when I am not on the corporate network.

Well, as it turns out, we have had a very cool feature in Windows (actually, it's been there since Windows 2000) called "Offline Files."  (We actually used to call it "Offline Folders.")  As the name implies, Offline Files allows you to mark particular folders (and their sub-folders) to be available offline.  When you are on the network, Offline Files automatically synchronizes the folders so that you have a copy of them locally on your hard disk.  Then when you are offline (and don't have access to the actual server), Offline Files makes it look like you are online by simply accessing the locally cached copy.  Later, when you do have access to the file share, Offline Files automatically synchronizes any changes you have made offline with the online version and vice-versa.

So why am I telling you about a feature that's been available since Windows 2000 here in the Windows Vista Team blog?  Well, frankly, because we have made quite a few enhancements in the Offline Files support for Windows Vista.  Here are some examples.

In Windows XP, the transition from online to offline was pretty seamless -- which was good.  The problem was that when you came back to the network and tried to reconnect, it was sometimes less than seamless -- and we fixed that with Windows Vista.  Now, when Windows Vista detects that the server is available, not only do we automatically synchronize any files and folders that changed, but we also automatically redirect any open files to the online copy.

Another thing that always bugged me before Windows Vista was the fact that there was no way to force the transition to "offline mode."  I don't know about you, but before I get on a plane for 5 hours I want to make sure that all the documents that I need are locally available on my laptop.  Prior to Windows Vista, I had to manually turn off my wireless card to make the system think I was offline.  The problem there was that it was a complete disconnect that killed my connection to the Exchange Server.  Now, with Windows Vista, there is a button right in the Explorer tool bar (that is available whenever I am looking at a file share) called "Work Offline" that automatically forces the transition to offline mode.  Of course, when you click the button it changes from "Work Offline" to "Work Online" so that you can force the transition back.  This is a simple way to verify exactly what you will see when you are travelling to double-check that you have everything that you need.

We did some other "fit-and-finish" things to Offline Folders to make it more usable as well.  One example of this is the way that we synchronize the offline files with the online copy.  Offline Files in Windows Vista keeps track of the blocks that are modified while offline and only transfers the changed blocks to the server.  This makes synchronization of changes from the client to the server much faster. I should note that this optimization is only used when transferring changes from client to server; it is not used when transferring changes from the server to the client.  I should also note that some applications (like Microsoft Word) create a new file when you modify an existing document, so you won't see the benefit here.

We also changed the synchronization approach so that we now only try to synchronize the shares for the user that is logged on.  This addresses a problem that users would hit in the past when we used to try to sync all offline folders and the user saw an "access denied" error for the folders that actually belonged to someone else.  Navjot Virk, the program manager for Offline Files, wrote a great blog entry on Offline Files that covers this in more detail and I encourage you to check it out.

There are many ways you can turn on Offline Files.  The simplest way is to browse to a file server, right-mouse to get the context menu for the folder or file that you want to be automatically cached, and select "Always Available Offline."  You are done; it's just that easy.  Work with the files/folders just like you would normally whether you are travelling (and disconnected from the network) or working at your desk (and connected to the network).  Windows Vista's Offline Files automatically synchronizes all the changes for you without you having to do anything.

Offline Files 2 

If you want to force a manual synchronization, then right-mouse on the folder/file and select "Sync."  You can of course use the "Sync Center" to do this, too.

If you want to have your entire "Documents," "Desktop," "Music," etc., be located on a server (or perhaps different servers), but cached (and synchronized) locally, then simply change the location of the folder to be on a server (or another client) and then mark the folder on the server to  be available offline.  See below.

Offline Files 1 

So if you are like me and you work with multiple Windows PCs and sometimes are not on your main network, go give Offline Folders a try on Windows Vista.  If you are someone who tried it before on Windows XP, then I think you will be very happy with the enhancements we've made in Windows Vista.

jim


Comments

  1. Posted on: February 08, 2007 at 3:22AM  

    This feature is very important to the Windows users who are always on the move. Nicely explained.

    Thanks

  2. Posted on: February 08, 2007 at 5:42PM  

    I have Vista Business RTM installed on a laptop.

    I have a network share access via a net use h: \\UNC\share

    If I browse h: in explorer and navigate to various directories, I never appear to have the "Make available offline" option on the right click menu

    Offline folders is enabled according to the sync center.

    What else should I check? I can't figure out what's wrong from the help. I have used offline files extensively under XP.

    Thanks..

  3. Posted on: February 12, 2007 at 5:50PM  

    I am having the same problem, I haven't got "Make available offline" option on the right click menu. Has anyone solved this?

    Thanks

  4. Posted on: February 13, 2007 at 1:52PM  

    Several questions here.  I'll try to answer them in reverse order, each with a different post.

    Katie366 and PlanetF1...

    Check to make sure that caching is enabled on the share on the server.  Also, do you know if the share is hosted on a Windows Server or on a NAS device?  There are some known issues with non-MS implementations of SMB.

    Also note that the menu option is now titled "Always available offline".  This change was made to better align the functionality with the use of the term "always" in the new Offline Availability explorer property. For those familiar with our use of the term "pinned", "always avialable" means "pinned".  It means the item is avialable offline and protected from automatic eviction should the cache come under space pressure.

  5. Posted on: February 13, 2007 at 2:04PM  

    CCE, regarding your question on CSCCMD and excluding sub folders from caching...

    CSCCMD is not supported on Vista.  The Vista version of Offline Files (CSC) is a complete redesign from the previous version and CSCCMD is no longer compatible.  Vista introduces a new Offline Files management API that is publicly available.  A comprehensive API is available to both C/C++ programming via COM objects and interfaces.  A useful subset is available to script clients through a WMI provider.  See the header cscobj.h in the SDK for the C/C++ declarations and see objects with the name prefix Win32_OfflineFiles in the CIM repository for the WMI scripting.  The CIM repository contains some inline help content.  We are currently working on the documentation for MSDN.  If you have a specific question or comment on usage please mail me directly at brianau@microsoft.com.  I will do what I can to assist you.  

    As for excluding a sub folder from being made avialable offline (i.e. pinned), that ability was removed in Vista.  Now, when a folder is pinned, all of its contents are pinned as well.  In our usability testing and internal use we learned that when users see that a folder is pinned they usually expect all descendents of that folder to be also pinned, not simply a subset.  Therefore, the all-or-nothing behavior was viewed as a better experience for most users, matching their expectations.

  6. Posted on: February 13, 2007 at 2:31PM  

    Devy, on your question about the XP version of Offline Files...

    First, please try Vista Offline Files when you get a chance.  I think you'll be pleased with the improvements.

    Concerning the problem you described...

    In your description it was not clear to me if the second computer had also configured the folder to be available offline.  Offline Files is a client feature.  In order for files to be available on a client, they must be made available for offline use on that client.  Making files avialable for offline use on one client computer does not automatically make them avaiable for use on another client computer using that same content on a server.  You may already understand this but I wanted it to be clear.

    The next possibility is that in Windows XP you need to perform what we call a "full" sync in order to synchronize new files created inside of pinned folders.  My apologies that this explanation is a bit long.  

    For example, you have two client computers; one named Ted, the other Alice.  Ted pins a folder on server "Bob".  Alice pins the same folder such that the cache on Ted is the same as the cache on Alice.  Now Ted creates a new folder inside the folder he has already cached and that folder is synchronized to the server.  For Alice to bring that new folder down to her cache she must perform a "full" sync.  The default behavior in Windows XP favors performance.  Therefore, the sync-at-logon and sync-at-logoff behaviors do not by-default look for new files and folders inside of pinned folders when syncing from the server to the client.  You'll see two options titled "Sync all files at logon" and "Sync all files before logging off" in the "Offline Files" property page in the Folder Options property sheet.  The key word in those is "all".  Enabling those options causes a "full" sync to be performed at the associated time.  That full sync will pick up those new folders created by Ted.  Also note that a manual synchroization through Sync Manager or through the "Synchronize" option in Windows Explorer also performs a "full" sync operation.

    I hope this helps.  Let me know if it is not clear.  Again, please try Vista when you get a chance.  I think you'll like the result.

  7. Posted on: February 13, 2007 at 3:38PM  

    Odegaard, my apologies for not replying earlier on this question.  You asked...

    Q: What happens of you change a file on your laptop while is it offline, then change the same file from your online desktop computer, and afterwards reconnect the laptop? How are these out-of-sync issues handled?

    A: The first client computer to synchronize with the server will sync the local change to the server without issue.  The second client computer to synchronize will find that both the locally-cached copy and the server copy have changed.  This generates a "sync conflict".  Sync conflicts are displayed in the Sync Conflicts folder of Sync Center.  From there you can resolve the conflict.

    Q: ...Btw. I like You changed the name from "Offline Folders" to "Offline Files" when it is in fact offline folders (according to your description).

    A: That's a good question.  The feature is titled "Offline Files" within the product.  It is that way in Windows Vista and it was that way when it was introduced in Windows 2000.  Some marketing information has used the term "Offline Folders" or "Offline Files and Folders" so you'll see some people using those terms.  In our discussions you may also see the term "Client Side Caching" or the acronym "CSC".  This was the original feature name before it was given a formal name for Windows 2000.  Internally we still refer to it as "CSC".  All of these terms refer to the same feature but "Offline Files" is how you'll find it labeled in the Windows user interface.

    I hope this helps clear up any confusion.

  8. Posted on: February 14, 2007 at 12:12PM  

    Are there any compatibility issues between Vista and XP offline files?  My laptop has XP pro and I will not be able to upgrade, but I need to replace my desktop (server).  If they are compatible, do I need the Business edition?

  9. Posted on: February 21, 2007 at 9:58AM  

    When I “synchronize all” after modifying any Excel or Word file, I always get 2 conflicts (for every modified file). One about .tmp file (deleted from computer and modified on server) and second about Office file (modified on computer and deleted or changed name on server). What can be wrong?

    I have SBS 2003 and Folder Redirection configured in GPO. The problem occurs on Vista Enterprise with Office 2007.

  10. Posted on: February 21, 2007 at 9:58AM  

    When I “synchronize all” after modifying any Excel or Word file, I always get 2 conflicts (for every modified file). One about .tmp file (deleted from computer and modified on server) and second about Office file (modified on computer and deleted or changed name on server). What can be wrong?

    I have SBS 2003 and Folder Redirection configured in GPO. The problem occurs on Vista Enterprise with Office 2007.

Trackbacks

  1. Posted by: Absoblogginlutely on January 29, 2007 at 7:31PM

    Jim Allchin blogs about changes to offline files in Vista and includes the great titbit of information that now, finally, the pc will only sync the files belonging to the user that is logging off so that the access denied...

  2. Posted by: The Filing Cabinet on January 30, 2007 at 1:14PM

    Jim Allchin has been using Offline Files and loves it! Check out his write-up over in the Windows Vista

  3. Posted by: Windows Vista Team Blog on June 08, 2007 at 12:28PM

    In his blog, Microsoft IT Evangelist Keith Combs mentions a couple upcoming chats scheduled for July

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    Pingback from  conexiva.net » C??mo hacer un reinicio (reset) de la base de datos de los Archivos Sin Conexi??n (Offline Files) en Vista