Install and Use Citrix Files for Windows

As of August 21, 2020ShareFile Desktop App for Windows up to version 1.18 will begin deprecation. The upgrade path is to update the tool to Citrix Files for Windows 19.X or higher.

Deprecation may take several weeks to complete and the tool may still be temporarily available for some users during this process.

For more information about our product lifecycle, please review our
Product Matrix.

TIPS! Need Citrix Files for Windows? Download it here: http://dl.sharefile.com/cfwin

Contents

System Requirements

Available Localization

Install and Configuration

Basic Operations

Icon Overlays

Accessing Dashboard

Settings Menu


Group Policy Definitions – Now in Citrix Product Documentation.

Known Issues – Now in Citrix Product Documentation.

Citrix Files allows you to access your files in ShareFile directly through a mapped drive providing a native Windows Explorer experience. Files are downloaded only when accessed and temporarily stored on your computer. Changes made to the files are automatically saved back to ShareFile cloud. You can also access additional functionality through the Windows right-click context menu and perform operations such as Sharing or Requesting of files.



System Requirements

  • Windows 7 or Higher
  • Windows Server 2008 R2
  • Windows Server 2012 R2
  • Windows Server 2016
  • .NET 4.6.2 Framework is required



Available Localization

Citrix Files supports the following languages: English, Spanish, French, German, Japanese, Dutch, Portuguese, Korea, Simplified Chinese and Russian.



Install and Configuration

Download the Citrix Files executable. Launch the executable and follow the prompts to install the application.

Note:

Administrative permissions are required to install on your workstation.

Installation Note:

In some environments, mainly Windows 10, a reboot may be required after installation. This is necessary in order to properly load the file system driver to mount the Citrix Files drive. If the user chooses to skip the reboot, you may need to launch the application through the start menu. Drive Mapper + Citrix Files for Windows are not supported on the same device.

Installation Note 2:

To install Citrix Files without creating a desktop shortcut, use the syntax CitrixFilesForWindows.exe SHORTCUT=0

Once installed, log into your Citrix Files account. After login, a new drive volume “Citrix Files” will appear on your machine. By default, this drive is S: but may be a different drive letter if S: is already in use. This drive will display all of your files and folders from your Citrix Files account.

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Basic Operations

Operations Description
Open and Edit Open a file in your S: drive, make some edits and save. Your changes will automatically be saved back to your Citrix Files account.
Upload Drag a file or folder to the S: drive to upload. You may also perform a copy and paste to upload a file or folder.
Download Drag a file or folder from the S: drive to your desktop or any other folder to download. You may also perform a copy and paste of files and folders to download.
Delete Drag a file or folder to the trash. Although you will be warned that the file will be permanently deleted, items will be available in Citrix Files’s Recycle Bin.
New Folder Creates a new folder in your ShareFiles account.

Right Click Context Menu

Citrix Files integrates with the Windows Explorer context menu to give the application access to additional Citrix Files options. Right click on a file or folder inside your S: to view the context menu options:

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Menu Option Description
Share options

Available when you right click on a file or folder.

  • Copy Link – Copies a download link to your clipboard. Link settings will be determined by the share options in your settings.
  • Email with Citrix Files – Send a share download link through email. Message options may be customized before sending or by modifying the default share options in your settings.
  • Email with Mail App – Send a download link using your default email client. Link settings will be determined by the share options in your settings.
Request Files

Available when you right-click on a folder, or within a folder when no files are selected.

  • Copy Link – Copies a request link to your clipboard. Link settings will be determined by the share options in your settings.
  • Email with Citrix Files – Send a request link through email. Message options may be customized before sending of by modifying the default share options in your settings.
Open in Website

Opens up your default browser to the current folder location on the Citrix Files website.

View Details View advanced details of a file including file properties, previous versions, and notes.
Check Out Check out a file. If the file is already checked-out, the Check-in option will appear.
Upload Upload files or folders directly from your computer. Use this option if uploading a large file or a large number of files.
Download Download files or folder to a specific location on your computer. Use this option if downloading a large file or a large number of files.
Add to Favorites Add a file or folder to your Favorites folder. If a file or folder is already a Favorite, you will have the option to remove from Favorites.
Refresh Content Manually refreshes the contents of a folder. Note: Folder contents should update automatically as remote changes are made, but you can use this function if you need to refresh manually.
Manage Folder Permissions Allows you to manage access permissions for a folder. You can add/remove users to that folder or limit which operations they are allowed to perform. This context menu option is only available on Folders.

Icon Overlays

Files and Folders will have an icon overlay representing the status of that item. The following defines what each icon overlay represents:

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Online-only files / folders don’t take up space on your computer. You see a cloud icon for each online-only file / folder in File Explorer, but the file / folder doesn’t download to your device until you access it. You can’t open online-only files / folders when your device isn’t connected to the Internet.

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Mixed state Folder occurs when you have some items within it are mixed across online-only, always offline and/or cached.

When you open an online-only file, it is download to your device and becomes a cached file. You can open cached files anytime, even without internet access. If you need to free up space, you can change the file back to online only. To do so just right-click the file and select ‘to be set’ or go to the Citrix Files dashboard – settings – free up space

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Only files or folders that you mark as “Make available offline” will have a green circle with the white check mark. These files or folders are downloaded to your device and are available offline. The bring these files or folders back to online-only, you need to right-click on the file or folder and select “Make available online”

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Sync (upload / download) is in progress

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The file is currently checked out



Accessing the Dashboard

You can access the dashboard by left clicking on the Citrix Files system tray icon. The dashboard will show you recently uploaded files. You can also access your Settings and other options by clicking the (…) in the top right corner of the dashboard.

Settings Menu

Access the Settings menu from the dashboard or by right-clicking on the Citrix Files for Windows System Tray icon.

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Menu Option Description
Log Out Logs you out of your Citrix Files account. Cached files will be deleted.
Launch on Startup Determines whether the application should launch automatically after logging onto the computer.
Reset App Settings

Restores the app settings such as share options to their original, default values.

Enable beta Features If your admin has enabled Desktop Apps Betas, then this setting will appear to allow you to enable Betas on this device.
Drive Location Uses S: as the default drive letter, but can be changed to other drive letters which are currently not in use.
Drive Space Clicking ‘Free Up Space’ will move any cached files

Cached Files icon


to an online-only

Online Only icon


experience. Note, if using the Offline Access Beta, this setting will not move any files or folders you brought offline to an online only experience
Share Options Configure share options including notifications and security options.

Note:

Cache size default is 5GB. This can be modified by your administrator via GPO.

Free Up Space

In the Citrix Files for Windows Settings UI, end users have the ability to Free Up Space. When clicked, Citrix Files for Windows will move any cached files

Cached files icon
to an online-only

Online-only icon


experience.

Note:

It will not move any files or folders you brought offline to an online only experience

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Upon clicking, Free Up Space a native notification will inform you how much space was freed.

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