- Syncing to a NAS drive is not supported.
- Two-Step Verification is not supported
- To avoid excessive completion times for individual sync jobs, you should limit concurrent sync jobs running to five or less and limit individual sync jobs to no more than 100,000 files.
- Use with Windows servers – While the tool may function in these environments, they are not officially supported. Consequently, ShareFile Customer Care cannot assist in troubleshooting these particular setups.
Once you have installed the enterprise sync tool, click Options.
Keep Sync Manager Running in Tray – Allows the esync icon to be present in the task tray even after closing the application window.
Run Scheduled Jobs Concurrently – We recommend limiting your number of jobs to five or less to avoid excessive completion times and performance issues.
Exclude File Types – Examples could include .tmp or .bak files, which are temporary or backup files that may not be needed. To enter the file types, you must include the ‘.’ (dot) with the file extension.
Error Notification Emails – You can choose to be notified when errors occur or when critical errors disable your job. An email will be sent to the email address of the user logged into the app.
- One-Way Sync: has either a ShareFile folder or a local folder as the source, allowing you to mirror a folder in the alternate location. In this type of sync, changes made to the alternate folder will not be reflected in the source folder.
- Two-Way Sync: automatically recognizes updates made to either folder and adopts them in the other. In the advanced settings of the enterprise sync tool, you can specify the exact schedule for individual sync jobs and set up sync with multiple ShareFile accounts and users.
To create a new sync job, click the Add button.
1. Job Details – The job name is what you would like to call the specific job. The user name and password for the job will be your ShareFile login information (email address and password). The subdomain is the first part of your login page URL. For example: https://yourcompany.sharefile.com. Click Authenticate to verify your credentials. When you see the green check mark, proceed.
2. Sync Settings – Selecting Both Directions will set a two-way sync for this job. A two-way sync automatically recognizes updates made to either your ShareFile or local folder and adopts them in the other. Selecting Down will set a one-way sync from your ShareFile account to your local files. Selecting Up will set a one-way sync from your local files to your ShareFile account. Once you have selected the direction of the sync, click the blue Browse icon (to the right of the ShareFile Folder field) in order to select the folders you would like to sync. Select a ShareFile and Local folder as needed.
3.Job Schedule – You can choose to schedule the job as a Continuous, Daily, Weekly or Monthly. Depending on your choice, you may have the option of specifying an interval, either once daily or at a specific timeframe.
To complete the new job, click Create Job.
Enable / Disable All – Stop or start all currently configured sync jobs.
Action (Turn On / Off) – Enable or disable individual sync jobs.
Reset – This action will bring the job to its original state. All files will synchronize at the next scheduled initialization of the job. ShareFile recommends utilizing the Reset function when troubleshooting a recurring issue.
Sync with a Network Path
When syncing with a network location, select the network path from My Network rather than My Computer during sync job creation.
This allows the enterprise sync tool to view the full network path (i.e. \serverfolder).
Sync with a Shared Company Drive or Similar
The following steps are recommended for advanced users. Consult the following steps when attempting to move data from a shared company drive or a similar network drive that isn’t directly connected to a computer. Note: This functionality may require additional permissions.
- To eliminate potential permission issues, log in to your computer as the Admin profile for the machine.
- Open the Services menu (Control Panel > Administrative Tools > Services).
- Navigate down to ShareFile Sync Service and then right click and select ‘Properties’.
- Choose the Log On Tab and select This Account.
- Log in as an administrator or your user that has permissions to read, write and execute on the network drive that you trying to sync.
- Once you have logged in under This Account, please stop and then restart the ShareFile SyncService under ‘Services’.
- Once the program has restarted, you can go in and create a new job.
- You will need to make sure that you use the full UNC path of folder in the network drive that you want to sync.
- ShareFile Enterprise Sync Manager may not be able to find the location if you give it a mapped path instead of the full UNC path.
- You can open the Command Prompt and use the “net use” command to find the full UNC path for your current user.
- If you continue to have issues after Step 8, verify that you have the read, write and execute permissions on the drive that you are trying to sync.
Since the enterprise sync tool allows you to create jobs under different user names and ShareFile accounts, there is a section to manage users who have set up individual sync jobs. You can view all of the users with current sync jobs by clicking Manage Users.
Click the red X to delete users and their sync jobs, or you can click the settings icon to check authentication, edit password, or enable/disable current jobs.
Folder not found
If you receive the error message “The local folder was not found. Please restore it before re-enabling,” run the enterprise sync tool as the user on the computer where you have access to the sync jobs. To do so, please log in to the computer as an admin and click Start. From here, click Control Panel and select Administrative Tools. In the next screen, open the Services menu. Stop the ShareFile Sync service, and then right-click ShareFile Sync service and select Properties. In the screen that opens, click Log On and select This account. You can then enter the login credentials that you use to log in to the computer with access to the network. Click Apply to finish. To complete the process, start the ShareFile Sync service again and use the enterprise sync tool normally.
If you do not enter a user name to log in to your computer or if you are not sure of your full account name to enter on the Log on screen, you can use the built-in Browse feature to locate this information. This will open a new Select Users window. Click Locations on the new window and select the entire directory or network. Click OK, and then enter the first few letters of your account name in the field asking you to enter the object name to select. Next, click Check Names. This will pull up a list of the names that match your entry. You can select your user name from the list and click OK. This will fill your user name in the account field.
Intuit QuickBooks issues
Intuit QuickBooks database files are continuously in use by the QuickBooks backup software, which will not allow these items to be uploaded by the enterprise sync tool. As long as QuickBooks is running, the enterprise sync tool will not be able to upload the QuickBooks file. It may be possible to sync a QuickBooks database file, but QuickBooks must be closed completely, which requires you end to all QuickBooks processes in the Task Manager. To upload QuickBooks database files to ShareFile, log in to the web-based application or use the ShareFile Desktop Widget.
File Path Too Long
Due to Microsoft file path limitations, ShareFile enforces a file path limit of 248 characters for a given file and 260 characters for a given folder.
Use with Windows 2008 / 2012 R2 servers
While the tool may function in these environments, they are not officially supported. Consequently, ShareFile Customer Care cannot assist in troubleshooting these particular setups.