Transfer Data using the ShareFile Desktop App (Windows users)
ShareFile Desktop allows quick and easy drag-and-drop functionality with a Download and Upload Queue, making local downloads and uploads simple.
- Desktop App system requirements can be found here.
- Before we get started, create a folder on your local Windows computer where you can store folders and files when you download them from your account. We’ll stash files there and then upload them back to ShareFile later.
Download the Desktop App from the Apps section of your ShareFile account.
Once you have downloaded and installed the tool on your computer, sign in to your Current Account. You can now view the files stored in your Personal and Shared Folders locations using the drop-down menu.
Remember that local folder you created in the Prerequisites above? Drag the folders you wish to migrate from the Desktop App to the local folder on your computer.
The Desktop App supports Windows CTRL selection functions (ex: CTRL+Click or SHIFT+Click to select multiple items). As a best practice, we recommend dragging over one folder at a time, to avoid overloading Windows Explorer and making sure the Queue stays nice and orderly.
These downloads will automatically be queued for processing. You can open the Queue in a separate Desktop App window, to keep an eye on completed downloads. Since you are copying to your local Windows machine, the Windows Explorer progress bar may appear. This is normal. The speed of your download may vary depending on the quality of your internet connection.
Please wait until all data has been downloaded locally before moving on to the next step!
Now that you have downloaded local copies of all of your data, let’s transfer it to your new account.
First, sign out of the Desktop App by clicking the Settings icon and then selecting Remove User. This will log you out of your Current Account.
Now, sign back into the Desktop App using the credentials to your New Account. We can now begin uploading data into your New Account.
Simply drag the folders from your local folder directly into the Desktop App. Just like with the downloads, you can monitor the progress of your uploads using the Queue.
Typically, (empty) Folders are uploaded first and then the individual items within those folders are uploaded one at a time. The speed of your uploads may vary depending on the quality of your internet connection.
Once your upload is complete, you have successfully transferred data from your old account to your New Account!
Transfer Data using the ShareFile Desktop App (Mac users)
A Mac-friendly version of the Desktop App is currently in development. In the meantime, the Desktop Widget supports drag-and-drop uploads and downloads.
Transfer Data using the ShareFile Web App
You can use the ShareFile web app to download the data from your Current Account, then upload that data to your New Account in another browser window.
- A supported web browser
- If you plan to upload entire folders, you’ll need to use one of the following options:
- the latest version of Google Chrome, or
- Internet Explorer or FireFox with the latest version of Java installed
First, open a web browser and sign into your Current Account. Once you’re logged in, you can begin downloading your data to your computer.
Depending on where files are stored, you can select multiple files and folders to download at once. To do so, use the check boxes on the left and click the Download option that appears in the context menu. The ShareFile system will then prepare your download.
Depending on the size and number of files selected, preparation may take a few minutes or more. If your download fails to prepare, consider selecting a smaller amount of items to download.
When downloading multiple items, ShareFile automatically arranges your data into a single compressed file. Keep track of where you are downloading your data on your computer, as we’ll need to locate it again in the following steps.
Once you have downloaded all of the data from your Current Account, it’s time to upload that data to your New Account.
Upload to your New Account
Log out of your Current Account and open a new window or tab. Navigate to your New Account and sign in with the appropriate credentials.
Now, depending on your browser type, you can upload your data in a few ways.
Upload Folders with Google Chrome
Google Chrome users can quickly upload folders to their account by dragging the folder into the web browser window. Users can also access the Upload menu and select files using the Browse option.
The folder will automatically be created, and all contents uploaded to ShareFile. Please do not reload your page or navigate away from your folder directory while the upload is in progress. The speed of your uploads may vary depending on the quality of your internet connection.
Once your uploads are complete, you have successfully transferred data from your old account to your New Account!
Transferring Large Amounts of Data
If you need to transfer extremely large amounts of data at once, consider using the ShareFile Migration Tool to upload significant amounts.
Note – This tool requires that the files first be present on your local computer. In most cases, you will need to first download the data from your Current Account before using the SFDMT to upload it to your New Account.
Click here for information on the ShareFile Data Migration Tool.
Types of StorageZones
Currently, CSPs are not able to provide hybrid storage to their tenant accounts, i.e. cloud and on-premise StorageZones on the same account. Rather, the CSP can provide exclusively on-premise or cloud storage to each of their tenants.
Multi-Tenant StorageZone: This is a single storage repository, managed by the CSP, which can be shared by an unlimited amount of CSP Content Collaboration tenants. This type of StorageZone is classified as an on premise StorageZone it can be linked to the partner’s cloud blob.
Normal or Standard StorageZone: This is a storage repository, managed by the CSP, which is dedicated to one Content Collaboration account. This type of StorageZone is classified as an on premise StorageZone it can be linked to the partner’s cloud blob.
Cloud StorageZone: This is a storage repository managed by Citrix, and not the CSP. This offering for CSPs provides an unlimited of storage to each Content Collaboration tenant.
Getting Started with Reselling Content Collaboration as a CSP
1. Log-in to citrix.cloud.com with partner MyCitrix credentials. Within the main dashboard, select the “Resell” button under the Content Collaboration badge. If the button appears as “Manage” the partner can skip to step #4.
2. Create or Link a Content Collaboration Partner Account: Fill out the necessary fields in order to create a new Content Collaboration partner account or link an existing Content Collaboration partner account. If the partner has an existing Content Collaboration partner account but it doesn’t appear for automatic linking, please contact Citrix Support.
3. Optional – Set up a Multi-Tenant StorageZone: If the CSP decides to provide a Multi-Tenant StorageZone then the CSP needs to ensure the following:
The Multi-Tenant StorageZone needs to be registered and live on the partner’s Content Collaboration account before the CSP creates a Content Collaboration tenant account.
To check that the partner has successfully installed and registered a Multi-Tenant StorageZone to their partner Content Collaboration account, they can check by logging into their partner account from the Content Collaboration web app and navigate to “Admin Settings” >> “StorageZones.” Here, the Multi-Tenant StorageZone should be located under “Partner-Managed” tab.
If their StorageZone is under the “Customer-Managed” tab then they accidentally installed and registered a standard StorageZone (not Multi-Tenant enabled). In order to change their standard StorageZone to a Multi-Tenant StorageZone the partner will have to “Delete this Zone” within the Content Collaboration web app, remove the StorageZone from their designated server, and re-create the StorageZone and run the Multi-Tenant command prompt.
4.Create a Content Collaboration Tenant Account: From the partner’s Citrix Cloud customer dashboard, select “Invite or Add.” If the partner would like to add a new Citrix customer they will be prompted to fill out information about their new tenant’s Citrix Cloud account. If the partner would like to invite an existing Citrix Cloud customer to their customer dashboard, they can send them a link. Once that customer receives that link and accepts the terms and conditions of becoming a tenant of the CSP. The partner can then add services to their tenants through the customer dashboard by selecting the three dots by the tenant’s company name, then selecting “Add Service” >> “Content Collaboration.”
The partner will select the primary StorageZone that the Content Collaboration tenant will consume. If they select a Multi-Tenant StorageZone, they are required to specify the existing StorageZone (live, and registered on their Content Collaboration partner account).
Master Admin user information must be specified, and will be added to the tenant’s account, along with a partner admin user.
All tenant accounts receive 1,000 available licenses. The CSP payment model is based on the total number of used licenses, and not on total number of all licenses.
Managing CSP Content Collaboration Tenants
How to Update Tenant Accounts:
A partner admin user is always provisioned on the CSP’s Content Collaboration tenant account. This allows the partner to manage the customer’s account, such as configure account settings, manage employee users, run reports, etc. This partner admin is added to the Super User group within their tenant’s account, giving this user complete access to all files and folders. If the partner does not want access to the customer’s Content Collaboration data, they will need to remove the partner admin user from the Super User group. Once the partner admin is removed from the Super User group then that user will only receive access to files that are specifically shared by other employee users.
- Change their Content Collaboration subdomain: Any admin user on the Content Collaboration account is able to change the subdomain under “Admin Settings” >> “Company Account Info”
- Add more licenses: Prior to creating tenant accounts within the partner’s Citrix Cloud account, CSPs had to request an account through an online form. This form allowed partners to specify the amount of licenses on the account. If this is how the CSP created the tenant account and the partner is looking to add licenses to that account, they can submit that type request here . This request will automatically increase the total license count to 1,000 for that tenant account.
- Change Master Admin user: Request here .
- Cancel an account: Request here .
- Convert a trial or POC account to an in-production account: Request here .
If the CSP has managed Content Collaboration tenants prior to establishing their Citrix Cloud partner account, then their existing tenants will not appear on their Citrix Cloud customer dashboard. Instead, these tenants will only appear on the partner’s Content Collaboration account under “Admin Settings” >> “Advanced Preferences” >> “Tenant Management.” If “Tenant Management” is not an option, then this particular partner user will need to enable the “Manage Tenants” user permission. There is currently not a way to import or show these existing tenants in the CSP’s Citrix Cloud customer dashboard.If the CSP creates a tenant from within Citrix Cloud, then that tenant will appear in their Citrix Cloud tenant dashboard.
If the CSP has created some tenants via the online form and some via Citrix Cloud, then the partner can easily see all tenants from within the partner’s Content Collaboration account (first bullet).
For Multi-Tenant StorageZones:
Each tenant onboarded to a partner’s Multi-Tenant StorageZone receives their own root-level folder within the StorageZone. The name of the root-level folder is the tenant’s unique Content Collaboration account ID (starts with an “a”).
- This folder structure, with each tenant having their own root-level folder, ensures that tenant data within their Content Collaboration account is separated from other tenants sharing the Multi-Tenant StorageZone. Tenant end-users will only have access files and folders created and uploaded within their own Content Collaboration account.
For CSP reporting (i.e. payment model):
CSPs are required to report on the amount of used licenses by their Content Collaboration tenants to their preferred Citrix distributor. For directions on capturing the accurate number of licenses for monthly reporting:
- If the partner created a Content Collaboration tenant within Citrix Cloud: Log-in to the CSP Citrix Cloud account and navigate to the customer dashboard.
- If the CSP has Content Collaboration created tenants from a third-party online form, rather than Citrix Cloud: Log-in to the CSP Content Collaboration partner account and navigate to “Admin Settings” >> “Advanced Preferences” >> “Tenant Management”
- Within either of these dashboards, sort the Content Collaboration tenant accounts by “Paid” status.
- From list of “paid” Content Collaboration tenants, further separate them by storage type and see if they are defaulted to a Citrix-managed cloud StorageZone or a partner-managed on-premise StorageZone.
- Then, the partner must total up the amount of used licenses from all the “paid” cloud tenants and the “paid” on-premise tenants. The reason for separating the used license count by storage type is because they have different reporting SKUs (and subsequent partner price).
- Please consult with your preferred Citrix Distributor for reporting SKUs and their pricing, which will be based on the Content Collaboration tenant’s storage type.
- How to use Offline Access
- Citrix Files for Windows
- Citrix Files for Mac
- Icons in File Explorer / Finder
- Unsupported scenarios
Employee users are able to right-click on a Folder / File and select Make available offline.
Once a file or folder is select for ‘Make Available Offline,’ upon a future right-click, you will have the option to select ‘Make Online’ which will bring the file or folder back to an online only experience.
If a sync, downloading files to make them available offline, is in process, the end user will see the status of the process from the dashboard.
Users may also pause / resume the sync process.
Moving forward, end users are not able to set their ‘cache limit’ in the application UI. Instead, the application will default to 5 GB of cache space, however, admins can set a predefined cache limit through a Group Policy.
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 to an online only experience.
It will not move any files or folders you brought offline to an online only experience
Manage Offline Sync Folders (Requires Citrix Files for Windows v4.4+)
Users can specify which folders are to be designated for Offline Sync. The Manage Offline Sync menu can be accessed in the Settings Menu of Citrix Files for Windows.
Folders selected for Offline Sync will make all files and folders within that folder available for offline access. Newly added files or folders to that folder will be automatically made available for offline access. To remove a folder and files from Offline Sync, simply de-select that folder from the Manage Sync menu.
Restricting Offline Access through Group Policy
Administrators can limit Offline Access functionality to specific computers through Group Policy. To learn more about Citrix Files Group Policy support, see https://support.citrix.com/article/CTX228273#group
To enable/disable Offline Access from Group Policy, an administrator can use the following setting:
|Computer Configuration/Administrative Template/Citrix Files/Enable Offline Access||
If Enable Offline Access is unchecked, users will not be able to mark folders or files to be available while not connected to the internet.
To use Citrix Files for Mac offline access, do the following:
- Click Citrix Files Menu.
- Click the … overflow menu and select Preferences.
- In preferences check Enable offline access.
The app will need to quit and relaunch to enable the feature
Once the Offline Access is enabled, end users are able to right-click on a Folder / File and select Make Available Offline.
Icons in File Explorer / Finder:
Folders – These folders are in the cloud and don’t take up space on your computer.
Folders – This folder’s contents will be stored on your computer and will continue to be available if you are working offline
File – This file is stored on your computer and will continue to be available while you are working offline.
Folders – Some of this folder’s contents will be available if you are working offline. Open the folder to see what content is available offline.
Files – This file has been added to the temporary cache and will be available while you are working offline. Make the file available offline if you need to ensure it will always be available on your computer.
Sync (upload / download) is in progress
The file is currently checked out
Once Offline Access is enabled you may right click on a file or folder and select Make Available Offline *
The item(s) you’ve selected will start to sync onto your computer
You may pause or resume syncing during the download process
From the preferences you may see the total size of content made available offline
Making an item available offline is only available for content in Personal Folders and Shared Folders
When offline, Folder actions are not support, such as but not limited to, creating a new folder, moving a folder or renaming a folder.
If creating a new Folder and quickly going offline, moving files that that folder may fail. Once the client is brought back online, move operations to that folder will be successful.
Files or Folders marked for offline that fail to download will continue to have the Sync in progress overlay.
If there is no available disk space when attempting to make files offline, explorer may become unresponsive without any error notification.
Create an App Registration
You must create a new App Registration for each Azure Subscription you want to create App Layering connectors for. If you want to have multiple Azure connectors in the same subscription, you can reuse the same App Registration for those.
- Log in to the Azure portal
- In the left sidebar, click Azure Active Directory.
- If this isn’t listed, click More Services and search for Azure Active Directory
- In the menu that appears, click App registrations.
- Click New application registration in top of the new window.
A new form appears to fill out.
- In Name, type a descriptive name, such as Citrix App Layering Access.
- For Application type, select Web app / API.
- For Sign-on URL, type http://nothing.
- Click Create.
- In the list of App registrations, click the new app registration that you created in the preceding procedure. It contains the name you entered.
- In the new window that appears, the Application ID appears near the top. Enter this value into the Client ID box in the App Layering Azure Connector UI.
- Click the Settings icon on the top, then click Properties in the navigation menu
- Find the App ID URI field in the Properties window that appears.
- The Tenant ID you need is in the middle of the App ID URI.
The Tenant ID is everything after the https:// portion of the App ID URI, up until the next slash.
For example, if your App ID URI is this: https://helloworld.onmicrosoft.com/1234-5432-43421
Then your Tenant ID is this: helloworld.onmicrosoft.com
- Copy the Tenant ID and enter it into the Tenant ID box in the App Layering Azure Connector UI.
- In the Settings menu, click Keys.
- In the Keys window that appears, click Key description and type a description, such as App Layering Key 1.
- Click the drop-down menu under Expires and select any value.
- Click Save at the top of the Keys window.
- The key value appears under Value and is your Client Secret. Type this value into the Client Secret box in the App Layering Azure Connector UI.
Note: This key does not appear again after you close this window.
This key is sensitive information. Treat the key like a password. If someone gets access to this value, they can potentially gain administrative access to your Azure subscription.
- In the Settings menu, click Required Permissions.
- Click the delegated permissions for Access the directory as the signed in user, Read all users’ basic profiles, and Sign in and read user profile
- Click Save
- Click Subscriptions in the left sidebar. This closes all open windows and brings you to the Subscriptions window. If Subscriptions isn’t listed, click More Services and search for Subscriptions in that window
- Click the subscription you are using for this connector.
- In the menu that opens, click Access Control (IAM).
- In the window that appears, click Add on the top bar.
- The Add permissions form appears on the right. Click the drop-down for Role and select Contributor.
- In the Select box, type Citrix App Layering Access or use the name you entered for the Application registration in step 5 and then press Enter.
- Click that name you configured, such as Citrix App Layering Access (or the name you used).
- Click Save on the bottom of this form.
You have now set up an Azure app registration that has read/write access to your Azure subscription.