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 21, 2007 at 12:17PM  

    Q.  In Windows XP...  while using OFF, I was able to use a utility to move the offline files to another HDD/Drive/Directory, to help maintain space on the main OS drive.

    Is there an official way to do this in Vista?  I highly doubt the old tool will work, haven't quite dared to give it a try.

    Regards,

    .h

  2. Posted on: February 21, 2007 at 6:14PM  

    I am using Windows Vista on a SBS 2003 domain. I have set the folder redirection via group policy and also set "User Configuration>Administrative Templates>System>Folder Redirection>'Do not automatically make redirected folders availaible offline'" to enabled. However windows vista still insists on making these folders avaliable offline and will not allow me to change it. How can i resolve this issue? I only want to make certain sub folders avaliable.

    Thanks

  3. Posted on: February 22, 2007 at 12:53PM  

    Hemantpatel... moving the Offline Files cache in Vista is a bit more involved than in prior versions of Windows. The procedure for doing this is posted here on TechNet.

    http://blogs.technet.com/filecab/archive/2006/12/12/moving-the-offline-files-cache-in-windows-vista.aspx

  4. Posted on: February 22, 2007 at 1:30PM  

    Apolooza, regarding your question about upgrading your desktop computer...

    Offline Files is a client feature.  Therefore, if, from that desktop computer, you need offline availability of network files, that computer must be running a version of Vista that supports Offline Files.  The Business edition supports Offline Files.  If you are concerned about using that machine as a "server" that hosts the files made available offline on your laptop, the only requirement is that the "server" support SMB sharing.  The Home versions of Vista support that.  Note that Home Basic places a limitation on the number of simultaneous SMB connections.

    I hope this answers your questions.

  5. Posted on: March 01, 2007 at 9:10PM  

    I'm very excited about the new functionality in Vista offline files - I've used OF extensively on XP Pro for the past few years.

    I have one concern and two questions

    1. One of Brian Aust's posts on 2/13 (above) suggests the removal of an important piece of functionality that is present in XP OF - specifically, the ability to exclude a subfolder from being taken offline.

    My 'My Documents' folder on my server is several times bigger than the hard drive on my laptop. I explicitly move very large old files into 'archive' subfolders in my directory structure, and then exclude these 'archive' subfolders from being taken offline to deal with the disk space issue. How will I deal with this in Vista?

    I understand the desire not to confuse novice users, but there should be an option to allow power users to control what is and is not taken offline.

    2. On the 'limited mobile disk space' topic, it would be extremely useful to be able to have multiple CSC cache folders on different physical drives (note - note move the CSC folder, but have multiple CSC folders over multiple drives). I swap out a secondary HD into the Ultrabay of my Thinkpad, and it would be fantastic to have a secondary CSC cache on that HD.

    The idea would be when that secondary HD was inserted, further folders would become available offline, and when it wasn't, they would be treated as not offline. Alternatively, there should be some way to use more than 1 HD of capacity for offline files, particularly for portable external disks which could be used as offline caches.

    3. There is a bug in XP that causes XP to hang occasionally when saving files to OF from Powerpoint, Winzip, other write out to a file in a similar way etc. (see http://blogs.msdn.com/jonathanh/archive/2006/03/01/541602.aspx#776552 for full details).

    Has this been diagnosed and fixed in Vista?

  6. Posted on: March 04, 2007 at 4:07PM  

    I'm having a heck of a time with the new offline files in Vista.  When I first upgraded my PC, the offline files feature worked great, seamlessly even.  However, we recently changed our internal company network to a Small Business Server 2003 network from our stand-alone domain controller setup.  The features of SBS2003 are awesome and we're really pleased with the upgrade, BUT.... we've got a real issue with offline files now.  When I joined the new domain, I lost the ability to use offline files with my new user account.  We migrated my settings over from my old account, but it still didn't work.  So we disabled offline files, rebooted, then re-enabled, rebooted, and still no dice.  We have our public docs shared at \\<<sbsserver>>\Public Shared Folders.  Now in my last user profile, I could use this just fine, but now when I right click and select 'Always Available Offline'... nothing happens.  I've tried to map the drive and then make available offline, nothing, disabled, reenabled, nothing... This is incredibly infuriating, I am often overseas on business and our VPN is not fast enough to support me overseas.  I've got 23Gbs of files that I need on my PC and I need to sync up as I use a lot of files with other people in the office.  Please HELP!  Desparately yours, Chad Sichello

  7. Posted on: March 10, 2007 at 4:54PM  

    Unfortunately, it dosen't look like this is a high priority for Microsoft, so, I've no choice but to go back to XP.  Too bad.

  8. Posted on: March 13, 2007 at 5:36PM  

    Hey chadsichello:  let me check with Brian to see if we can get you answer -- hang in there.

  9. Posted on: March 14, 2007 at 1:13PM  

    dtrounce,

    On the issue of excluding subdirectories... the only solution is for you to restructure your data so that the archive directories are placed in a different directory tree.  

    On the multiple cache directory suggestion...

    That is certainly an interesting idea and it would pose some significant technical challenges.  Disregarding the technical aspects, I'm concerned about the management aspects.  Our primary audience for the feature is enterprise customers and folder redirection.  In that environment customers typically manage the feature using Group Policy.  Allowing the cache to be split across multiple devices would significantly complicate the management of the feature.  As for placing the cache on portable disks, that is not allowed.  Currently the cache must be located on a single local fixed volume formatted NTFS.  I do not anticipate any changes to this model.

    On the PowerPoint issue...

    There are no known issues with this in Vista.  I'll have our test team try this scenario to verify.

  10. Posted on: March 14, 2007 at 1:21PM  

    chadsichello,

    My apologies for not monitoring the blog more closely and responding earlier.

    Offline Files implements a user profile change notification handler and is designed to update the account information in the Offline Files cache in response to the account changes.  It appears that this may have not happened in your instance.  

    Please contact me directly and we'll work with you on this.  I'll post the results back to this blog once we determine what happened.

    brianau@microsoft.com

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