How to Synchronize OmniFocus Desktop with OmniFocus on iPhone
Without prejudice. I take no responsibility for your data. The instructions below worked for me.
I found it hard to understand the explanations in postings above, but have managed after several days, to sync OmniFocus desktop (on a Mac) with OmniFocus for iPhone, using ‘WebDAVNav Server’. I don’t want to sync to a cloud server that belongs to someone else. Here is how to sync using OmniFocus’s ‘Advanced (WebDav)’ option…
1). IMPORTANT: back up all your OmniFocus data from the place(s) you want to save it from. If anything goes wrong, you then have a backup /backups to restore from. You should also temporarily switch off any firewalls or other similar software on your computer, so that sync can happen unhindered.
2). You will need Sean Ashton’s amazing ‘WebDAVNav Server’. You can get this for free from http://mac.softpedia.com/get/Utilities/WebDAVNav-Server.shtml
NB Ignore ‘WebDAV Navigator’; this is the same as ‘WebDAVNav Server’, but designed to work as an iPhone etc. app. Download and install ‘WebDAVNav Server’ onto your desktop computer.
3). Now we need to set up a folder on your computer, to hold your sync data tidily. This data will be written to and read by both of the OmniFocus applications: the one on your computer and one on your 'phone. You can make this folder anywhere you like on your computer. For example, in your Applications folder, make a folder called ‘OmniFocus’. Drag the OmniFocus application into that new folder. Within the new OmniFocus folder, make a new folder called ‘WebDav’. Leave it empty.
4). When you run ‘WebDAVNav Server’, no application window will appear - it looks as if the application is failing, but it is not. In the top right of your Finder, look at the Finder Menu, and you will see a little grey folder icon. Click on this and select ‘Settings’. A window which looks like this will pop up:
In the https:// part which has been blacked-out above, you will see numbers like this xxx.xxx.x.x:8080
Leave these numbers there, they are the ‘IP’ address of your computer and are correct. ‘WebDAVNav Server’ has harvested them and they are correct. Make a note of them, exactly as they are.
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In the ‘WebDAVNav Server’ window, click on the button maked ‘Select folder to share’ and then navigate to the WebDav folder which you made in step 3) above. This will tell ‘WebDAVNav Server’ where to read and write the data that is to be sync’d between your desktop and 'phone versions of OmniFocus.
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We now need to set up a username and password, for OmniFocus on your desktop, and OmniFocus on your 'phone, to use, to read and write their data into the WebDav folder. To do this, in the ‘WebDavNav Server’ application window, click on the ‘Authentication’ tab. There you can type any user name and password which you like. Make a careful note of these, as your 'phone is going to need them in a moment.
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Finally, we need to tell ‘WebDavNav Server’ whether we want to use secure mode or not. For extra security, it’s advisable to switch that functionality on. In the ‘WebDAVNav Server’ window, click on the ‘Secure’ tab and tick (check) ‘Use https’. (The ‘s’ in ‘https’ stands for ‘secure’.) Then click on ‘Create and use self-signed certificate’. A window will pop up to say that a certificate has been made. Click ‘OK’.
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For your changes in "WebDAVNav Server’ to be acknowledged and retained, you need to stop and start that application. To do this, click the ‘General’ tab in the ‘WebDAVNav Server’ window, then click the ‘Stop’ button. The ‘Stop’ button will turn into a ‘Start’ button. Click the ‘Start’ button. - This stopping-and-starting procedure should be used every time you make any changes to the ‘WebDAVNav Server’ application. NB If you click on any other window of your computer while using ‘WebDAVNav Server’, that application’s window will (somewhat annoyingly) disappear. To get the ‘WebDAVNav Server’ window back up, simply follow the steps in step 4) above.
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Now we need to tell OmniFocus on your computer and OmniFocus on your 'phone, where to sync to. Let’s start with the computer: - open your desktop OmniFocus and from the OmniFocus menu, select ‘Preferences’…
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At the top of the window which pops up, (i) click ‘Synchronization’. (ii) Select the ‘Advanced (WebDav)’ option. (iii) In the ‘Address’ box, type the http address which you noted carefully in step 4) above. NB The address (URL) must be exactly the same. (iv) Click the ‘Sync Now’ button. OmniFocus on your Mac should then ask you for access details to ‘WebDavNav Server’ through a window that says ‘The server “WebDAVNav Server” requires authentication’ …and asks for ‘WebDAVNAV Server’'s username and password, as set up in step 6) above.
OmniFocus on your computer should then make a back-up of its settings into the WebDav folder which you made in step 3).
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To sync to the WebDav folder on your computer, from OmniFocus on your iPhone, open the OmniFocus for iPhone app. From its homepage, touch and hold the top of the screen for a second, then drag down 1cm and you’ll see the ‘Sync - Settings - Search’ links. Touch ‘Settings’. Next, select ‘Sync Method’, then select ‘Custom (WebDav)’.
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In the next window that appears, you’ll see a setting called ‘Address’. Touch on this and type in the same URL (web address) as you noted in step 4) above. You don’t need to tell your iPhone about the location of the WebDav folder, because ‘WebDavNav Server’ will do that for you.
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Next, on your iPhone, click on the ‘Sync’ button at the top right of your iphone’s screen. Your phone will ask you for the username and password you set up in step 6) above for ‘WebDAVNav Server’ - this is so that it can use ‘WebDAVNav Server’ to access sync data on your computer. Enter those settings. Attempt to ‘Sync’ from your iPhone. Your phone should then go through attempting to sync with the contents of the WebDav folder on your computer.
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If you have problems with steps 11)-to-13), it may be because OmniFocus on your iPhone is already set up and locked to old Sync settings. I have found these difficult to access to edit once they have been entered. A workaround for this (until the OmniGroup have fixed this bug and improved the sync functionality of their software), is to check that you have backed up everything from OmniFocus on your iPhone, and then to delete the OmniFocus application from your iPhone. Next, go to iTunes and re-install OmniFocus onto your iPhone. The sync settings will be virgin again, and you will be able to set them up how you need to, so that OmniFocus on your iPhone syncs to your computer properly.
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After successful syncing, turn all firewalls etc. back on. It would be good if OmniFocus could sync without firewalls having to be disabled.
TROUBLESHOOTING
It’s a bit of a fiddly process, as all settings have to be exactly the same on OmniFocus on your computer, in ‘WebDAVNav Server’ and in OmniFocus on your iPhone. For ‘https’, the certificate needs to have been set up in advance in ‘WebDAVNav Server’ *(See step 7)). Remember to stop and start ‘WebDAVNav Server’ for any new settings in it, to take effect.
If things don’t work, try starting from scratch and setting them up again, systematically.
If ‘https’ setting from ‘WebDAVNav Server’ does not work, you may wish to try with simple ‘http’.
I am neither an OmniFocus nor a WebDAVNav expert. The instructions above worked for me and I am just sharing them for other frustred users to have some means of escape from what is hopefully a temporary shortcoming in otherwise brilliant software. It would be great if the Omni Group incorporated ‘WebDavNav Server’ (or something like it) into their software, and programmed it to run in the background.
Good luck!