ShareFile Migration Tool – Install and Use

Installation

To start, download the SFMT installation file.

Once downloaded, run the installation file to begin setup. If you do not have .NET Framework 4.6.2 or later installed on your machine, it will be installed for you. Once installed, a shortcut will be added to your desktop. You may also launch the app from the Start menu. For best results, ShareFile recommends installing the migration tool on the server or computer where your data currently resides.

Note:

By default, this app installs to C:Program FilesCitrixShareFile

If you want to change the install location , click on “Options” button and specify the location.


AutoUpdate

When you launch the migration tool, it will automatically check for updates and prompt you to install when one is available. ShareFile recommends updating to the latest version.

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Sign In to the Migration Tool

When launching the Migration Tool, you will be prompted to sign into your ShareFile account. Sign in to the account where you wish to upload files.

Auto Login Support – Once SignIn the account details are encrypted and stored in app_settings.cfg file. This is done in order to avoid requesting of “Sign In” when app is launched next times. Admin can any time SignOut or delete this file to login using new sf account details. “app_settings.cfg” file is present in “USERNAMEAppDataRoamingCitrixShareFileMigration Tool”

Note : There are also unique files created containing migration details for each unique users signed in. These files are present in “USERNAMEAppDataRoamingCitrixShareFileMigration Tool”

Eg. Logged in using account “admin1@sharefile.com” and initiated migration and scheduled transfers. Now logged out and signed in using account “admin2@sharefile.com” and initiated migration. We would maintain two unique files containing the migration details. So if the user logs in back using the same account , the details are maintained. And these files are encrypted. No one can view the details.

Once signed in, Admin is provided with the Home screen.

From the Home view, you can begin a new transfer, view your migration queue, and manage your scheduled migrations and provide feedback.

Users are also provided links to view

  1. Privacy Policy
  2. End User Agreement
  3. Term of Use
  4. Support Page


User would also be able to Send feedback or report problem using “Send Feedback” and “Report Issue” link.


Migration Menu

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New Transfer – Initiate a new transfer

Manage Transfer – View transfer details ( In progress / Waiting / Completed / Cancelled )

Manage Schedules – View the schedulers created for migration

New Transfer

Admin would be able to initiate transfer using this option.

Transfer Selection View :

Note: Login using SF Admin account to transfer data along with ownership and permission.

If login using SF non Admin account, only data can be migrated not the ownership / permission

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