Install and Use ShareFile for Windows

Install and Configuration

Download the ShareFile for Windows executable. Launch the executable and follow the prompts to install the application. Note: Administrative permissions are required to install on your workstation.

Once installed, log into your ShareFile account. After login, a new drive volume “ShareFile” 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 ShareFile account.

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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 ShareFile drive. If the user chooses to skip the reboot, you may need to launch the application through the start menu

Basic Operations

Operation Description
Open and Edit Open a file in your ShareFile drive, make some edits and save. Your changes will automatically be saved back to your ShareFile account.
Upload Drag a file or folder to the ShareFile 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 ShareFile 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 ShareFile’s Recycle Bin.
New Folder Creates a new folder in your ShareFile account.

Right Click Context Menu

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

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Menu Option Description
Share options

Available when you right click on a file or folder.

  • Copy Link – Copies a ShareFile download link to your clipboard. Link settings will be determined by the share options in your settings.
  • Email with ShareFile – 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 ShareFile download link using your default email client. Link settings will be determined by the share options in your settings.
  • Initiate Workflow – Start a workflow to initiate feedback and approval. For more information on ShareFile Workflows, please see: https://support.citrix.com/article/CTX213782
Request Files

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

  • Copy Link – Copies a ShareFile request link to your clipboard. Link settings will be determined by the share options in your settings.
  • Email with ShareFile – 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 ShareFile.com

Opens up your default browser to the current folder location on the ShareFile 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.
Favorite 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.

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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Accessing the Dashboard

You can access the dashboard by left clicking on the ShareFile for Windows 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.

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Settings Menu

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


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Menu Option Description
Cache size ShareFile data is cached to the local disk of the user’s computer. You can specify the size of this cache or choose to clear the cache.
Drive Location Uses S: as the default drive letter, but can be changed to other drive letters which are currently not in use.
Launch on Startup Determines whether the application should launch automatically after logging onto the computer.
Log Out Logs you out of your ShareFile account. Cached files will be deleted.
Reset App Settings

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

Share Options Configure share options including notifications and security options.

ShareFile for Windows includes policy definitions that can be used to push out settings and configuration via Group Policy (GPO). The .admx, .adml files are located at C:Program FilescitrixsharefileSFWindowsPolicyDefinitions

To install:

  1. Copy the .admx file to c:WindowsPolicyDefinitions and the en-us .adml file to c:WindowsPolicyDefinitionsen-us
  2. Open Group Policy Editor and the policy options will be available under:
    1. Computer Configuration → Administrative Templates → ShareFile for Windows
    2. User Configuration → Administrative Templates → ShareFile for Windows
Setting Purpose
Computer Configuration
Enable Application If unchecked, ShareFile for Windows will exit before mounting any drives or displaying any UI.
Enable On Premise Connectors

If unchecked, Network Share, Sharepoint, and Documentum connectors will not be visible in ShareFile for Windows.

Enable Personal Cloud Connectors

If unchecked, Personal Cloud and Office 365 Connectors will not be visible in ShareFile for Windows.

Mount Point 1 – 10 Mount a specific ShareFile folder as a network drive. See Mount Point section below for more info.
User Configuration
Account This policy configures the account to use for ShareFile for Windows.
Enable Application If unchecked, ShareFile for Windows will exit before mounting any drives or displaying any UI.
Excluded from Upload File extensions that will not be saved back to ShareFile. These files can still be read and edited locally.

Mount Points

Mount points allow you to specify a ShareFile folder to mount as a network drive. You can specify up to 10 mount points.

Mount points can be configured through group policy editor. See the Group Policy Definitions section for instructions on how to import the ShareFile for Windows policy definitions.

To create a mount point, specify the ShareFile folder by the path to that folder, separated by the ” character. Example syntax of creating a mount point is below:

Folder type Example
Personal Folders Personal Folders<FolderName>
Shared Folders Shared Folders<FolderName><FolderName2>
Favorites Favorites
Network Shares connector Network Shares<connector name>
SharePoint connector SharePoint<connector name>
Box connector Personal CloudBox
Dropbox connector Personal CloudDropbox
Google Drive Personal CloudGoogle Drive
One Drive Personal CloudOneDrive
Office365 connectors Office 365<connector name>

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Feature

Issue

Workaround

Install

Uninstalling the ShareFile for Windows App will remove the current logged in user’s local AppData, but will not remove any other user’s ShareFile for Windows AppData on that machine.

Remove the C:UserslennyAppDataLocalCitrixShareFileSFWindows directory for each user.

Login

User may see ‘Failed to execute action’ on login dialog.

Attempt to clear the folder below and restart the app C:UserslennyAppDataLocalCitrixShareFileSFWindows

Explorer Integration

ShareFile Drive may fail to mount

Please attempt to install latest windows updates. Specifically see update 2999226 listed here: https://support.microsoft.com/en-us/help/2999226/update-for-universal-c-runtime-in-windows

Explorer Integration

If creating or renaming a folder and the operation fails, it is possible that a duplicate folder name exists inside that folder but has not been granted access to your user to see.

Try to create or rename the folder to a different name.

Explorer Integration

Windows explorer performance may be degradated if browsing a folder containing a larger-sized .exe file. You can wait momentairly while Explorer will eventually respond.

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Explorer Integration

Files are not displayed when browsing a long folder path exceeding 260 chars.

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Explorer Integration

If changing drive letters for ShareFile for Windows, the left navigation pane may not refresh to the new drive letter immediately.

If you navigate into “PC” folder and then navigate into your new Drive letter, the pane should update correctly.

File Operations

File or folder names starting with the ~ symbol cannot be uploaded. (#566)

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File Operations

If copying a file to another folder, versions will not be copied over. This only applies to ‘copy’ operations, and not move.

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Favorites

Favorite files are marked as read-only.

If needing to edit a file, open/edit it from the source location, rather than in the Favorites folder.

Open/ Edit

Editing a checked-out file may result in errors if the user does not have delete permission.

Give the user delete permissions for that particular folder, or do not check out the file and edit.

Connectors

Cannot favorite a folder inside a connector

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Connectors

Mount point configured for OneDrive for Business sub-folder intermittently doesn’t load (#763)

Create the mount point to point to the root of the connector. Ex: Office 365<connector name>

Icon Overlays

If ShareFile for Windows is installed on same machine as ShareFile Sync, the overlay for Check-in/Check-out may not appear.

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