Citrix Files for iOS Devices



Getting the App

Download the Citrix Files App

The following steps explain how to download Citrix Files for your device and log into your Citrix Files account.

  1. Open the App store application on your device.
  2. Search for Citrix Files.
  3. Click Get.
  1. Click the Citrix Files icon to open.
  2. Enter your Citrix username and password.

Citrix Files opens displaying your folders.

Basic Operations

Create a folder

  1. Open Personal or Shared Folders where you want to create a new folder.
  2. Click the + blue circle to open the menu. The menu displays.
  1. Select Create Folder from the menu. The Create Folder screen displays.
  1. Enter a name for the new folder and any notes in the corresponding sections.
  2. Tap Create Folder. The new folder window displays.

Upload files

  1. Navigate to the folder where you want to add files.
  2. Click the + blue circle to open the menu. The menu displays.
  3. Tap Upload Photo or Video.
  4. Choose an existing file to load or tap Take a Photo (or Video) on your device.

    NOTE: You may be asked to allow Citrix Files to access your Photos
  5. Select the items you want to upload. Click Next.
  6. Tap Upload.

    NOTE: You may change the default File Prefix.

The files start to upload.

Download files

  1. Navigate on your to device to the folder holding the file(s) you want to download.
  2. Tap the file. The download begins immediately.
  3. Go to your Photo app to view the downloaded file.

Sharing files

  1. Navigate on your device to the folder holding the file(s) you want to share.
  2. Tap the ellipses ().
  3. Select Share from the menu.
  1. The following screen allows you to select either Email with Citrix Files or Get a Link. To use Email with Citrix Files feature, go to the next step. If you want to use the Get a Link feature, skip to step 10.
  1. Click Email with Citrix Files.
  2. Enter a Recipient for your message. You can enter an email address manually, or select users from your address book.
  3. Enter a Subject for your message. You may enter additional text in the Body of your message if needed.
  4. Edit Message Options allows you to customize the following:
  5. Click Share when ready. A “File shared” message appears at the bottom of the screen.
  6. Select Get a Link. Note that you can choose either the iOS messaging app or the email app to send. For this, we will use the email application.
  7. Select Mail. The new message screen displays with the shared file link preloaded in the body.

Follow the instructions for your Mail app to send the message that includes the link. The recipient will receive a message similar to this:

Delete files

  1. Navigate on your device to the folder holding the file(s) you want to delete.
  2. Tap the ellipses ().
  3. Select Delete from the menu. A confirmation screen displays.
  1. Tap the red Delete on the confirmation screen to delete the file.

A “File deleted” message appears at the bottom of the screen.

Direct to File Microsoft Integration

You may open, edit, export, copy, and save files stored on Citrix Files within Microsoft Office 365 apps. Steps may vary based on the app you choose.

To open your file with a Microsoft Office app, select the item in Citrix Files and select the Open in Microsoft… option. In order to access files stored on your Citrix Files account, you must first add Citrix Files as a location. Enable Citrix Files as a storage provider on the Account menu, or by navigating to the Open menu and selecting Add a Service. You may now select Citrix Files as a location. Once you have verified your credentials you may browse your account and select your file to open via the Microsoft app.

NOTE: This feature is not supported in MDX environments.

Once you have finished working on your file, save your changes. The updated version will automatically be uploaded back to Citrix Files.

NOTE: App Extensions are a feature of iOS 8. Please update your iOS to utilize this feature. This feature can only be used to open files stored in the Citrix cloud. On-prem files are not currently supported.

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Citrix Files for Outlook Troubleshooting the Installation

Troubleshooting the Install

Plugin Missing After Installation

If you open Microsoft Outlook and Citrix Files for Outlook is missing, there is a chance the plugin did not install properly.

To confirm this in Microsoft Outlook:

  1. Click File.
  2. Select Options -> Add-Ins list.
If the Citrix Files for Outlook is listed as “Inactive”, you may need to enable the plugin manually.


Proxy Configuration

The Citrix Files for Outlook must be configured to work with your proxy setup. To do so, close Microsoft Outlook and run CitrixFilesProxyConfig.exe from C:UsersUSERNAMEAppDataLocalCitrixCitrix Files for Outlook

User-added image

Adjust your proxy settings, then restart Microsoft Outlook.

Deployment With Custom Registry Keys

In an enterprise environment, the IT department can configure the plug-in for deployment through the following registry settings: HKEY_CURRENT_USERSoftwareCitrixShareFileSSO

NOTE: If using Windows Integrated Authentication for Single Sign-On, the user will not be required to sign-in to the Outlook Plug-in.

The following options are required:

Subdomain (string) For example, if you log into ShareFile at http://widgetco.sharefile.com this entry would be “widgetco”
ApiCP (string)

To configure the plug-in for use with a ShareFile account on the US Control Plane (e.g. widgetco.sharefile.com), this entry would be “sf-api.com

To configure the plug-in for use with a ShareFile account on the EU Control Plane (e.g. widgetco.sharefile.eu), this entry would be “sf-api.eu”

AppCP (string)

To configure the plug-in for use with a ShareFile account on the US Control Plane (e.g. widgetco.sharefile.com), this entry would be “sharefile.com

To configure the plug-in for use with a ShareFile account on the EU Control Plane (e.g. widgetco.sharefile.eu), this entry would be “sharefile.eu”

Administrative Installation

Click here (https://www.citrix.com/downloads/citrix-content-collaboration/product-software/citrix-files-for-outlook.html) to download the Per-Machine MSI installer for the Citrix Files for Outlook.

In order to install Citrix Files for Outlook for all users on the PC, the Per-Machine MSI must be used. Do not use the EXE as it is Per-User install context.

If upgrading from a Per-User MSI to a Per-Machine MSI, you must first uninstall the Per-User MSI. Click here for instructions on how to perform a Per-Machine upgrade of Citrix Files for Outlook

NOTE: The Per-Machine MSI installer does not support Auto-Update.

If upgrading from a Per-User MSI to a Per-Machine MSI, you must first uninstall the Per-User MSI. Click here for instructions on how to perform a Per-Machine upgrade of Citrix Files for Outlook

NOTE: The Per-Machine MSI installer does not support Auto-Update.

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Installation of Citrix Files for Outlook

This article provides the steps necessary to download and install the Citrix Files for Outlook plugin.

NOTE: Refer to CTX237023 for the Citrix Files for Outlook Plugin User Guide.

TIP!

The ShareFile Outlook Plug-in is now Citrix Files for Outlook. The information presented here applies to the latest version of Citrix Files for Outlook and can be referenced for previous versions of ShareFile Outlook Plug-in. To get the latest version of Citrix Files for Outlook, visit https://dl.sharefile.com/CFO.

Installing Citrix Files for Outlook Plugin

Installation Location

When installing a Per-User version of the Citrix Files for Outlook, the app will be installed at C:UsersUSERNAMEAppDataLocalCitrixCitrix Files for Outlook.

When installing a Per-Machine version of the Citrix Files for Outlook, the app will be installed at C:Program Files (x86)CitrixCitrix Files for Outlook.

Setting Defaults

Administrators have control over settings for Attachment Policy, Link Insertion, Link Options, and Encrypted Email (if enabled for the Account). Each control can be “Set as default” and locked in with “Prevent user changes” through the Configure Plug-in section of the Web Application, accessible by Settings > Admin > Advanced Preferences > Enable Tools

Download Instructions

Download the Citrix Files for Outlook Plugin from Workspace

  1. To download the plugin, log in to Workspace. Click on your name in the upper right and then click on Account Settings.
User-added image
  1. Then click on Tools on the left menu.
  2. Locate Citrix Files Outlook Plugin in the list of apps and click the Download button.
  3. Once the installation file downloads, locate the file and close Microsoft Outlook.

Download the Citrix Files for Outlook Plugin from ShareFile

  1. To download the plugin, log in to your account and click the Apps link in the top navigation bar.
  2. Locate Citrix Files for Outlook Plugin in the list of apps and click the Download button.
  3. Once the installation file downloads, locate the file and close Microsoft Outlook.

Install Citrix Files for Outlook Plugin

  1. Double-click the CitrixFilesForOutlook.exe file to run the installation program. The installation process starts.
  2. Check the License Agreement box and click Install.

User-added image

Administrative Deployment

Per-machine .msi for administrators to perform a push install can be found at https://www.citrix.com/downloads/citrix-content-collaboration.

Installation Location

When installing a per-user version of the Citrix Files for Outlook, the app will be installed in C:UsersUSERNAMEAppDataLocalCitrixCitrix Files for Outlook

Once installation is complete, open Microsoft Outlook.

Authenticate Your Account

The Citrix Files for Outlook logo will appear on the far right side of the Outlook tool bar. Click on the logo to log in.

Outlook Tool Bar

Enter the Email Address and Password associated with your Citrix Workspace account and click Sign In.

User-added image


NOTE: If your email address and password are associated with more than one account, you will be prompted to select the account you wish to link from a list. If your account is set up to accept company credentials, you will be prompted to enter them at this time.

If your company has deployed Restricted Zones and your default zone is a Restricted Zone, then you will be prompted to authenticate with your company credentials into that zone during the configuration of the plugin. If your default zone is not a Restricted Zone but you attempt to share a file from a Restricted Zone using the Outlook Plugin, you will also be prompted to authenticate into that zone with your company credentials.

Citrix Files for Outlook requires a Content Collaboration License.

Troubleshooting the Install

Plugin Missing After Installation

If you open Microsoft Outlook and Citrix Files for Outlook is missing, there is a chance the plugin did not install properly.

To confirm this in Microsoft Outlook:

  1. Click File.
  2. Select Options -> Add-Ins list.
If the Citrix Files for Outlook is listed as “Inactive”, you may need to enable the plugin manually.


Proxy Configuration

The Citrix Files for Outlook must be configured to work with your proxy setup. To do so, close Microsoft Outlook and run CitrixFilesProxyConfig.exe from C:UsersUSERNAMEAppDataLocalCitrixCitrix Files for Outlook

User-added image

Adjust your proxy settings, then restart Microsoft Outlook.

Deployment With Custom Registry Keys

In an enterprise environment, the IT department can configure the plug-in for deployment through the following registry settings: HKEY_CURRENT_USERSoftwareCitrixShareFileSSO

NOTE: If using Windows Integrated Authentication for Single Sign-On, the user will not be required to sign-in to the Outlook Plug-in.

The following options are required:

Subdomain (string) For example, if you log into ShareFile at http://widgetco.sharefile.com this entry would be “widgetco”
ApiCP (string)

To configure the plug-in for use with a ShareFile account on the US Control Plane (e.g. widgetco.sharefile.com), this entry would be “sf-api.com

To configure the plug-in for use with a ShareFile account on the EU Control Plane (e.g. widgetco.sharefile.eu), this entry would be “sf-api.eu”

AppCP (string)

To configure the plug-in for use with a ShareFile account on the US Control Plane (e.g. widgetco.sharefile.com), this entry would be “sharefile.com

To configure the plug-in for use with a ShareFile account on the EU Control Plane (e.g. widgetco.sharefile.eu), this entry would be “sharefile.eu”

Administrative Installation

Click here (https://www.citrix.com/downloads/citrix-content-collaboration/product-software/citrix-files-for-outlook.html) to download the Per-Machine MSI installer for the Citrix Files for Outlook.

In order to install Citrix Files for Outlook for all users on the PC, the Per-Machine MSI must be used. Do not use the EXE as it is Per-User install context.

If upgrading from a Per-User MSI to a Per-Machine MSI, you must first uninstall the Per-User MSI. Click here for instructions on how to perform a Per-Machine upgrade of Citrix Files for Outlook

NOTE: The Per-Machine MSI installer does not support Auto-Update.

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ShareFile Create a Client User

Requirements to Create a Client Creation Steps
Create Client by adding to a folder Resend Welcome Email
Guide for Clients Employees vs Clients Delete a User

Requirements to create a Client User

  • An Employee user
  • The manage client users permission
  • Changing a client email address or deleting a client user from the system both require the manage employee users permission.

Create a Client

First, head to People > Manage Users Home or Browse Clients. Click Create Client.

User-added image


Enter your user’s email address, first name and last name. (Company is optional). If you wish to add additional users, click Add another. When adding multiple users at Step 1, those users must all be given the same permissions and folder access later in the creation process.

By default, new client users are prompted to create a new password when they sign in to ShareFile for the first time. If you do not want your client to be able to set their own password, do not notify users they have been added to the account until after you have navigated to your user’s profile page and updated their Change Password permission.

User-added image


Next, you can assign folders to your user, as well as add the user to Distribution Groups. You may also copy folder permissions from an existing user to your new one – using Copy Folder Access will only copy folder permissions, not account permissions.

User-added image

Create a Client (Folder Access Menu)

You can also create a new client user from the Add People to Folder menu. A client user is created if you add an individual to a folder that is not currently a member of your account.

  1. Click on the name of the folder where you would like to grant the new user access.
  2. Access the People on this Folder tab or folder access menu.
  3. Click the Add People to Folder button.
  4. Click Create New User to add a new client user to your account with access to this specific folder.
  5. The user’s email address, first name and last name are required. The user will be created as a Client User and added to the list of users in the pane on the left.
  6. Check the “Notify Added Users” option in the bottom right.
  7. Save changes. Your user will receive an email notification that they have been added to the folder and must activate their account.
User-added image

When adding a client user through Folder Access, your new client user receives the following email notification:

User-added image

For updating user permissions after they have been added to a folder, see Folder Permissions.

Resend a Client Activation Link

When a user is added to ShareFile, they are provided an activation link (by email or by a link generated and delivered by the creator). If the newly created user does not access that activation link within 30 days, a new activation link must be sent. When resending an activation link, the previous activation link is deactivated.


To resend the Welcome Email containing the activation link:

  1. People > Resend Welcome Emails
  2. Enter your user’s email address or name to add them to the To field, or select them from the Address Book.
  3. Customize your email message as needed
  4. Click Send

User-added image

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ShareFile folder permissions

The folder permissions detailed below allow for user-specific folder functionality. Each user on the folder can have their own permission set. To change folder permissions for an individual folder, navigate to that folder and access the People on this Folder menu. Use the checkboxes to change permissions as needed. To manage folder permissions without navigating to them individually, click here.

Advisory – When using the “Apply changes to subfolders” checkbox on a folder containing more than 30 subfolders, the attempt to save and apply permissions may time out. If this is the case, consider using Distribution Groups to easily manage permissions for large groups of users.

Download permission

With download permission, a user has the ability to download any document in the folder to their computer or mobile device.

Download alerts

With download alerts, users will be notified via email that files have been downloaded from the folder. A user must be granted admin permission on the folder to be granted download alerts, as it will allow them to identify other users on the folder when they download documents.

Upload permission

Granting a user upload permission gives the user the ability to upload files or folders to the folder. With this permission, the user is also able to create subfolders within this folder. Any subfolders created will automatically inherit the parent folder’s permissions. The user creating the subfolder will not be able to manage users on the newly created subfolder unless they were also granted admin permission on the parent folder.

Upload alerts

With upload alerts, users will be notified via email that files have been uploaded to the folder. In order to be granted this permission, the user does have to also be granted the download permission. Users with download permission will also be able to grant themselves this permission through a checkbox on the folder.

Delete permission

The delete permission grants a user the ability to delete files within the folder that they did not upload. Note that by default, all users are able to delete files that they uploaded to the folder. This can be turned off for an account by an administrator’s request to ShareFile customer support .

Admin permission

A user granted admin permission has the ability to manage folder access on this folder and can add or remove users. They will also be able to edit some folder options. Note that the user listed as Owner (usually the creator of the folder) may not be removed by any user.

View permission

Granting a user view permission allows them to view a document without downloading it. A user must be granted just view permission if you desire them to view the document with a watermark. If you grant a user download permissions on the folder, they will automatically be granted view permissions as well. Only VDR accounts and StorageZones accounts with View-Only Sharing have the ability to grant View permissions.


Manage Folder Access Permissions via Manage Users

This feature can only be utilized by a Super User. Master Admin users must also be a Super User to utilize this feature. To change folder permissions from the Manage Users menu, or quickly view a user’s folder permissions without having to navigate to each individual folder one at a time:

  1. Navigate to the People > Manage Users menu.
  2. Use the Search or Browse function to locate the user you wish to view.
  3. Under Basic User Permissions, click Configure folder access permissions for this user.
  4. Use the Folder Tree menu to quickly edit your user’s existing folder permissions, or add a user to a folder if they do not already have access.

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Folder Permissions

The folder permissions detailed below allow for user-specific folder functionality. Each user on the folder can have their own permission set. To change folder permissions for an individual folder, navigate to that folder and access the People on this Folder menu. Use the checkboxes to change permissions as needed. To manage folder permissions without navigating to them individually, click here.

Advisory – When using the “Apply changes to subfolders” checkbox on a folder containing more than 30 subfolders, the attempt to save and apply permissions may time out. If this is the case, consider using Distribution Groups to easily manage permissions for large groups of users.

Download permission

With download permission, a user has the ability to download any document in the folder to their computer or mobile device.

Download alerts

With download alerts, users will be notified via email that files have been downloaded from the folder. A user must be granted admin permission on the folder to be granted download alerts, as it will allow them to identify other users on the folder when they download documents.

Upload permission

Granting a user upload permission gives the user the ability to upload files or folders to the folder. With this permission, the user is also able to create subfolders within this folder. Any subfolders created will automatically inherit the parent folder’s permissions. The user creating the subfolder will not be able to manage users on the newly created subfolder unless they were also granted admin permission on the parent folder.

Upload alerts

With upload alerts, users will be notified via email that files have been uploaded to the folder. In order to be granted this permission, the user does have to also be granted the download permission. Users with download permission will also be able to grant themselves this permission through a checkbox on the folder.

Delete permission

The delete permission grants a user the ability to delete files within the folder that they did not upload. Note that by default, all users are able to delete files that they uploaded to the folder. This can be turned off for an account by an administrator’s request to ShareFile customer support .

Admin permission

A user granted admin permission has the ability to manage folder access on this folder and can add or remove users. They will also be able to edit some folder options. Note that the user listed as Owner (usually the creator of the folder) may not be removed by any user.

View permission

Granting a user view permission allows them to view a document without downloading it. A user must be granted just view permission if you desire them to view the document with a watermark. If you grant a user download permissions on the folder, they will automatically be granted view permissions as well. Only VDR accounts and StorageZones accounts with View-Only Sharing have the ability to grant View permissions.


Manage Folder Access Permissions via Manage Users

This feature can only be utilized by a Super User. Master Admin users must also be a Super User to utilize this feature. To change folder permissions from the Manage Users menu, or quickly view a user’s folder permissions without having to navigate to each individual folder one at a time:

  1. Navigate to the People > Manage Users menu.
  2. Use the Search or Browse function to locate the user you wish to view.
  3. Under Basic User Permissions, click Configure folder access permissions for this user.
  4. Use the Folder Tree menu to quickly edit your user’s existing folder permissions, or add a user to a folder if they do not already have access.

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ShareFile Data Migration Options

Migrate via Web Portal or User Management Tool

In the ShareFile web application, you may initiate the migration of data between zones for an individual user, or for a specific user.

IMPORTANT:

Saving the below changes immediately triggers an asynchronous migration operation to upload existing files to the new zone. New files uploaded to the folder during this migration period proceeds to the new zone.

Migrate data for a specific user – Navigate to People, then locate the Employee user. Click the user to view their profile page. Under Storage Location, select a new zone (if one has already been installed and configured.)

Migrate data for a specific folder – Navigate to the folder and access the More Options menu to the right of the folder name. Click Advanced Folder Settings. Using the menu, select a new zone.

Migration process

First, files queued for migration create a placeholder file in a Queue folder within the storage location of the original zone.

After the placeholder file is successfully processed, the migrated file is deleted from the persistentstorage of the original zone and added to the persistentstorage of the new zone.

Migrate via PowerShell

The ShareFile PowerShell SDK allows users to download large folder structures from their original zone location and upload those folders to a new zone. More info to come.

Requirements – PowerShell 4+ and .NET 4.x+ is required to run and install the SDK. PowerShell 5 can be downloaded here.

Migrate via Zone Fix tool

The Zone Fix tool is a command line tool written by storage zones developers leveraging the ShareFile API to target folder IDs for migration to a specific zone. More info to come.

For optimal performance, this method is recommended for folders less than 2 GB in size.

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ShareFile strict employee licensing and company email address

By default, you cannot create a client user with the same email suffix as your company (ex: johndoe@ company.com). This is designed to prevent accounts from circumventing employee licensing requirements.

When a user attempts to create a client user with an employee company email, they will be prompted to send a request to an Admin on the account to create the user as an employee.

Admins will receive an email notification that allows them to review and/or approve the user creation request.

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How to display or release licenses for users or devices by using udadmin in Citrix License Server

While the License Administration Console provides an easy method of accessing many licensing features, you can also perform licensing tasks using commands. You might use license administration commands when performing advanced operations on the license server that are not available in the console. Such operations include diagnosing check-out problems using lmdiag.

Citrix Documentation – Licensing commands

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