Accessing NetScaler Gateway VIP Shows a Blank White Screen

Solution: 1


Copy the /netscaler/ns_gui/ directory from one NetScaler to another using the following instructions [assuming on 10.1.1.1 (working) and 10.2.2.2 (corrupt)]:

root@10.1.1.1# cd /netscaler/ns_gui/

root@10.1.1.1# tar -cvzf /var/netscaler/nsgui.tgz ./ns_gui/*

root@10.1.1.1# scp /var/netscaler/nsgui.tgz nsroot@10.2.2.2:/var/netscaler/

root@10.2.2.2# cd /netscaler/

root@10.2.2.2# rm -R ns_gui/

root@10.2.2.2# mkdir ns_gui

root@10.2.2.2# tar -xvzf /var/netscaler/nsgui.tgz

Solution: 2


Perform a clean install of from 11.1 to NetScaler version 12.1.

After the build, create a custom theme based on X1 and then copy the theme files on top of the resolved issue.

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ShareFile Folder Invitations


How can I invite users to sign up for access to a folder on my account?

In order to create or edit a Folder Invite, you must have the Admin permission on the folder you wish to link.

  1. Navigate to the folder you wish to invite recipients to
  2. Access the More Options menu beside the folder name.
  3. Click Create (or Edit) Folder Invite.

Customize the options outlined below.

If you lose your link, you can return to it any time using the above steps.

Title – Shown to the client when they receive the invitation.

Description – Note displayed to client when they receive the presentation. This field can be a maximum of 100 characters.

Max Sign-Ups – Maximum number of times a unique client can use the invitation to sign up for an account.

Link Expires In – Duration of time the Folder Invite link is can be used to sign up for an account.

Notify Folder Admins when invitees sign up – Track which users use the links to sign up for an account.

Folder Access Permissions – Permissions the users will have on the folder once they have signed in.

When you click Create Invitation, a link will be displayed. You may copy this link and paste it wherever you need.

FAQ

If I create a folder invite at a root-level folder, will the user permissions also apply to subfolders in that directory?

Yes. If you do not wish for permissions to be carried into subfolders, you must manage those user permissions on a folder by folder basis.


What will my clients see when they click on the invitation link?

When your clients click on the invitation link, a page will open requesting their name, email address, and company name. If the user has never logged in before, the system will recognize this based on their email address and prompt them to choose a password in a second sign-up screen. If they’re already a user on the account, they will be prompted to enter their ShareFile credentials.

Once the users have signed in, they will be able to see the folder screen with the appropriate permissions.

Can I change the settings on a folder invitation link that I have already sent?

If you would like to edit the settings on an existing invitation link, you can return to it any time using the above steps. under More Options.


The total count of users who have accepted your invitation to access the folder will be listed directly below the Edit Folder Invitation link in the More Options menu. You may also expire the link if it is no longer needed.

Users will not be notified if a Folder Invitation is modified.

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File Retention Policy

Overview

The File Retention Policy determines how long files are retained in a specific folder. You can set a default file retention policy for all newly created folders if you are an administrator for the account. To set a policy, click into the root level folder you would like to set the policy on. You have the option to have files deleted 1 day, 7 days, 14 days, 30 days, 60 days, 90 days, 6 months, 1 year or 2 years after they are uploaded.

This applies to all files in the root level folder, as well as all files within the subfolders.

Account-wide default settings can be configured by an account Admin in the Advanced Preferences menu. When changing the account-wide setting, the new setting will only apply to newly created folders and not previous folders in your account.

Retention Policy FAQ

Will I be notified before my policy deletes my files?

Before files or folders are removed, a warning message is shown in the following locations:

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If you set both a folder expiration date and a file retention policy, the most restrictive policy will take effect.

For example, if the folder expiration date is set to one week from today’s date and the file retention policy is set to 30 days then the folders and all its contents will be deleted under the one week policy.

When moving files and folders, they will inherit the new parent/root level folder’s policy.

For example, if you move a file from your File Box into a folder with a retention policy of 90 days, then the file will inherit a expiration date of 90 days from its uploaded date.

When setting a new policy or changing a policy on an existing folder there will be an automatic 7 day warning.

For example, if you uploaded a file six months ago and today set a file retention policy for 30 days, then the file will be set to delete in 7 days to avoid any accidental deletions.

Will the File Retention Policy delete all subfolders?

No – the files contained within the folders will be removed, but the empty folder will remain. To have folders automatically removed, try using a Folder Expiration Date lower down in this article.

What happens to files removed by retention policy?

Files deleted by retention policy stay in recycle bin as per the account policy. It can take up to 48 hours for items to show up in Recycle Bin.

It is possible to customize the retention policy of the Personal Folders section of your account via the Edit Folder Options link. Any changes made to the File Retention policy of your Personal Folders will supersede account-wide File Retention policy settings. If you do not want your users to have this ability, please contact ShareFile Customer Support to have this setting disabled.

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How to Create a Folder and Modify Folder Options

Create a folder to organize the files stored on your account. You have granular control of who can access files stored in a given folder, including the ability to control download and upload permissions.

If you’re looking for information on Folder Options, click here.

Permission Requirements

In order to create a subfolder, you must have upload permissions in the parent folder. To create a folder:

  1. Access the green Action Button and select Create Folder.
  2. Enter a folder name, description (optional) and a drop-down menu to add users.
  3. If you would like to allow other users to access this folder with specific permissions, click the checkbox for Add People to Folder. Leave this box unchecked if you do not wish to add users at this time, or if you plan to add users at a later date.
  4. ShareFile does not allow you to have duplicate folder names on the root of the account or in the same parent folder.
  5. Click Create Folder.
  6. To create a subfolder, repeat the above steps. If you wish to create another folder at the same level as the previous folder, you will need to navigate back to the original folder and repeat these steps.
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Share Your Folder with Others

Click here for information on how to share your folder with other users.


Create Folders in Bulk

The Bulk Folder Upload is designed for customers who want each of their clients to have their own folder within their account. The Bulk Folder Upload will add your client users to your ShareFile account, provide them with login information, and create folders for each client to access.

Click here to download the Bulk Folder Upload template. Please enter the following information in the provided columns:

  1. EmailAddress
  2. FirstName
  3. LastName
  4. Company
  5. Password (if left blank, the client will receive a randomly generated password)
  6. FolderName

When filling out the spreadsheet do not change the spreadsheet name or any of the column titles. This will cause an error in the upload.

Send the completed spreadsheet to ShareFile Customer Support with the following information:

  • Which root-level folder the new client folders will be created under
  • Who will be the Owner of the new Folders (either you or another Employee)
  • Which permissions and settings the client users should have. These include:
    • Ability to change their passwords
    • Add the user to the company Shared Address Book
    • Users can download from their folders
    • Users can upload from their folders
    • Can delete
    • Users are Folder Administrators
    • Users can receive download notifications
    • Users can receive upload notifications


You will also need to let ShareFile Customer Care know if the Welcome Email should be customized and if you want this sent out to all your new users at one time. Alternatively, you may send out the Welcome Email manually through the Manage Users link in your account.

You may submit the above request directly by clicking here: https://www.sharefile.com/support

Folder Creator vs Folder Owner

When a folder is created by a user, the creator will be listed as the Creator of the folder when viewing the folder as an individual item. Once you have navigated within that folder, you can view the current folder owner in the Folder Access pane at the bottom of the page. If a user created a folder, but has been removed from the account, that user will still be listed as the Folder Creator. However, Folder Owner will be changed when the deleted user’s folders and files have been reassigned to another user.

(The Creator Column denotes the original folder creator)

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(The current owner of the folder is denoted in the Folder Access pane)

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Available Folder Options

Folder Options can be accessed in the More Options menu when viewing a folder.




File Retention Policy

The File Retention Policy determines how long files are retained in a specific folder. You can set a default file retention policy for all newly created folders if you are an administrator for the account. To set a policy, click into the root level folder you would like to set the policy on. You have the option to have files deleted 1 day, 7 days, 14 days, 30 days, 60 days, 90 days, 6 months, 1 year or 2 years after they are uploaded.

This applies to all files in the root level folder, as well as all files within the subfolders.

Account-wide default settings can be configured by an account Admin in the Advanced Preferences menu. When changing the account-wide setting, the new setting will only apply to newly created folders and not previous folders in your account.

Will I be notified before my policy deletes my files?

Before files or folders are removed, a warning message is shown in the following locations:

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Retention Policy FAQ

If you set both a folder expiration date and a file retention policy, the most restrictive policy will take effect.

For example, if the folder expiration date is set to one week from today’s date and the file retention policy is set to 30 days then the folders and all its contents will be deleted under the one week policy.

When moving files and folders, they will inherit the new parent/root level folder’s policy.

For example, if you move a file from your File Box into a folder with a retention policy of 90 days, then the file will inherit a expiration date of 90 days from its uploaded date.

When setting a new policy or changing a policy on an existing folder there will be an automatic 7 day warning.

For example, if you uploaded a file six months ago and today set a file retention policy for 30 days, then the file will be set to delete in 7 days to avoid any accidental deletions.

Will the File Retention Policy delete all subfolders?

No – the files contained within the folders will be removed, but the empty folder will remain. To have folders automatically removed, try using a Folder Expiration Date lower down in this article.

What happens to files removed by retention policy?

Files deleted by retention policy stay in recycle bin as per the account policy. It can take up to 48 hours for items to show up in Recycle Bin.

It is possible to customize the retention policy of the Personal Folders section of your account via the Edit Folder Options link. Any changes made to the File Retention policy of your Personal Folders will supersede account-wide File Retention policy settings. If you do not want your users to have this ability, please contact ShareFile Customer Support to have this setting disabled.



Folder Expiration Date

Items deleted via Expiration Policy cannot be restored from the Recycle Bin. To set a specific date on which a folder and all files contained within it are deleted:

  1. Access the folder you wish to delete.
  2. Access More Options beside the folder name and select Advanced Folder Settings.
  3. Under Folder Expiration Date, use the calendar or date format to specify the expiration date.
  4. Save.



Sort Files in a Folder

Files can be sorted by clicking on any header within the folder. The options are by Title, Mb, Uploaded date, or Creator. Folder Admins can change the default sort order in the Advanced Folder Options menu. Account Administrators can set account-wide sorting defaults in the Admin Settings section of their account, in Advanced Preferences.

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Citrix Files Desktop Apps – How to use offline access

How to use Offline Access

Citrix Files for Windows:

Employee users are able to right-click on a Folder / File and select Make available offline.

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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.

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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.

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Users may also pause / resume the sync process.

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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 User-added imageto an online only User-added imageexperience.

Note:

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

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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:

Setting

Purpose

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.

Citrix Files for Mac

To use Citrix Files for Mac offline access, do the following:

  1. Click Citrix Files Menu.
  2. Click the overflow menu and select Preferences.
  3. In preferences check Enable offline access.

Note:

The app will need to quit and relaunch to enable the feature

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Once the Offline Access is enabled, end users are able to right-click on a Folder / File and select Make Available Offline.

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Icons in File Explorer / Finder:

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Online – (Not synced)

Folders – These folders are in the cloud and don’t take up space on your computer.


Files – These files are in the cloud and don’t take up space on your computer.

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Offline (Synced)

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.

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Mixed

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.

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Syncing

Sync (upload / download) is in progress

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Checked Out

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 *

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The item(s) you’ve selected will start to sync onto your computer

You may pause or resume syncing during the download process

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From the preferences you may see the total size of content made available offline

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Note:

Making an item available offline is only available for content in Personal Folders and Shared Folders

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Unsupported scenarios:

  • 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.

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Folder Structures – Best Practices at the Root Level Folder

Quick Jump (click one!)

Who will be creating the structure? Who will need access? Personal Folders Advanced Folder Settings Limitations Tips and Full Guide

Who will be creating the structure?

The ability to create root level folders is dictated by the employee permission ‘Create root-level folders.’ This permission is not for Admin users only. Employees with this permission will be able to create root level folders. To allocate this permission to an existing employee, navigate to ‘People’ -> ‘Manage Employees’ -> Select a user’s profile -> Allocate permissions at the bottom of the screen under ‘User Access’.

If a user is granted upload rights on a folder, they will have the ability to create subfolders within that folder.

TIP! If you are using the ShareFile User Management Tool to provision users directly from AD, you can allocate the ‘Create root-level folders’ permission to users at the time of group rule creation.

Who will need access?

Understanding who will be accessing the data in a folder structure is extremely important to the planning process. ShareFile allows for sharing folder access with both internal (employees) and external (clients) users. To share a folder with a user, you will need to be an admin user on the folder, or the creator. Simply navigate to that folder location > Select the ‘People on this Folder’ tab > ‘Add People to Folder’ > Select the user and assign permissions > ‘Add’. Click here for more info on how to Add People to a Folder.

TIP! You can add users to a folder in bulk by utilizing distribution groups.

Personal Folders

Personal Folders are automatically created for each Employee User at the time of provisioning. The user should reserve this location for private use and any folders in this location should not be shared with other users. Any folders that are going to be shared should be created or moved to the ‘Shared Folders’ area. By default, employees have the ability to upload and download files from this folder. They also will be able to create subfolders and add other users to those subfolders with desired permissions. Click here for more info on ShareFile Personal Folders.

TIP! As an Admin, you can always view an employee’s Personal Folder to ensure they are adhering to best practices and internal standards. This can be done by navigating to:

‘People’ -> Manage Employees -> Select Profile -> ‘View folders and activity logs’ -> ‘Access Personal Folder’

Advanced Folder Settings

As a ShareFile Admin, you have the ability to set account-wide folder defaults within the Admin Settings console. These settings will be applied to any net new root-level folders that are created within your account. However, Advanced Folder Settings allows folder Admins to override these defaults to apply custom policies on a per root-level folder basis. Click here for more info on how to Create a Folder & Advanced Folder Options.

TIP! By default, a user given Admin rights at the root-folder level has the ability to adjust the retention policy on that folder (and therefore all subfolders beneath). However, ShareFile offers a setting that can be enabled by Citrix Support that only allows employee users with ‘Modify account-wide settings’ to adjust folder retention policies via Advanced Folder Settings.
Limitations

Although ShareFile does not provide defined parameters regarding folder size, depth, or number of items allowed, the following best practices will ensure optimal performance.

File Path Limit

ShareFile recommends adhering to Microsoft File Path limitations by avoiding path names that exceed 250 characters. Shorten paths by renaming folders and files or moving deep lying folders higher up the tree. This is extremely pertinent if you are planning on deploying the ShareFile Sync for Windows application.

Horizontal not Vertical

As mentioned earlier, it is best practice to keep your folder structure spread wide at either the root level or the second level down. This will prevent a narrow, deep structure from evolving that can cause a poor user experience and strain the ShareFile system. These changes can help to disburse items and prevent a folder from hitting the upper limits. This is linked to the number of calls required when adjusting folder settings, user access, and account wide policies. Furthermore, users will lose productivity if they’re required to click through a deep folder tree to access documents.

File Versioning

Adjust your file versioning to only keep the last 25 or less files. This can be adjusted from the Admin Settings under Advanced Preferences > File Settings.

Limit items in each folder

ShareFile folders should not contain more than 5,000 items within an individual folder or sub-folders. An “item” includes any elements within a folder. This includes files, folders, additional versions of files, and notes. Additionally, items in the recycle bin from the affected folder before emptied are included in the overall item count. When a folder reaches or exceeds this limitation, the consequences can be detrimental to the account and explicitly the folder in question.

The impacts could include:

  • Inability to upload documents.
  • Slow or inaccessible folder operations such as browse, copy, move, delete, and restore.
  • Time-outs in Web application
  • Inability to temporarily access particular folder
  • Temporary account lock out.

If you are currently experiencing these issues or are approaching these folder limits, please contact support for assistance.

Folder Size

ShareFile folders should not contain more than 10GB of data. Exceeding this limit will result to slow folder operation like copy/move/delete/restore.

Tips:


Complete Folder Structure Best Practices Document

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ShareFile Virtual Data Room

Article Contents
View-Only Access Watermarking Watermarked Downloads
Document Viewer Printing Question and Answer Data Room Index
Click Trails Advanced Analytics

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View Only Access

The following file formats are compatible with our document viewer: PDF, Word, Excel and Powerpoint.

When these files formats are uploaded to your account they will go through a rendering process to allow them to be viewed in the document viewer. The viewer allows users to scroll through the pages and view the document without downloading it to their computer. The rendering process takes, on average, one minute per document uploaded to complete. If you have files that are not available for view only after several hours, please contact ShareFile Support.

Password protected files and corrupted files will not render properly.


Set up view only access on a folder

  1. Access the folder
  2. Access the People on this Folder tab.
  3. On this menu, you may add new users to the folder or edit existing permissions. The permissions available on the folder include: View, Download, Download Alerts, Upload, Upload Alerts, Delete and Admin.
  4. Grant users the View permission and save changes.


View a document

Once a user has view only permissions they will now be able to log in, access the folder and click on the file name to view the files. The watermarking feature is enabled on the account by default and will display the email address of the user viewing the document. If the user also has download permissions set on the folder, they will need to click on the small magnifying glass icon in order to view the file, as clicking the name will prompt the document to download. Note: The file has not been rendered for view only until there is a paper icon over the magnifying glass. You will see a outline of an magnifying glass while the file is being processed. When the document viewer opens you will be able to scroll through the document.

Depending on document complexity and size, the time to render (as well as number of pages displayed) may vary. The rendering preview pane will not display more than 500 pages.

This feature requires Flash to be installed and therefore will not be available on mobile devices.


Re-queue a File

If a file did not successfully render for view-only, there will be a orange warning sign over the magnifying glass. If you select this icon, there will be a popup window which will allow you to re-queue the file for document rendering.


Sharing a View Only File

PDF and Word files uploaded to the File Box cannot be rendered, and therefore cannot be viewed by your recipient. In order to share a file as view-only from a VDR account, you must first upload the file to your account to begin the rendering process.


Watermarking

This feature places a watermark on the document so if a user is able to print or tries to distribute the document you can track which user it came from. If the user has download permissions, the watermark will not appear while viewing.

Setting the Watermark:

To set an account-wide default: Access Admin Settings > File Settings. You will find the Document Watermark setting under the Virtual Data Room settings on this page.

Folder-specific settings: Click into the folder and access the more Options drop-down menu beside the folder name, then click Advanced Folder Options. You will find three options under the Document Viewer Watermark section: Use account wide setting, Do not use a watermark for this folder, and Use another watermark (allows for custom text).

Watermark Options:

  • User’s Email
  • User’s First Name
  • User’s Last Name
  • User’s Company
  • User’s IP address
  • Current Date
  • Current Time

You can select the New Line option from the list provided to create a new line of text to be displayed on the watermark. This line of text can include any of the above options as well as a custom message.


Watermarked Downloads

This feature can be enabled for the entire account or within a folder in the Virtual Data Room. Watermarked Downloads allow users with view-only access to download a PDF version of files with a custom watermark included. With this watermarked download feature, users with view-only access will be able to download a PDF version of the files with a custom watermark included.

This feature can be enabled for the account Enable Watermarked Downloads for View-Only at Admin Settings > Advanced Preferences > Virtual Data Room. By default, this feature is set to No, but you can change this by selecting Yes. Once selected, save your changes.

To enable this feature on the folder level, click into the folder and access the more Options drop-down menu beside the folder name, then click Advanced Folder Options. Set the desired option for Watermarked Download for View-only. Here, you can choose to use the Account-Wide Setting, Enable View only Watermarked Downloads and Disable View only Watermarked Downloads. Once you have chosen your preference, save your changes.

More than one file can be downloaded with watermark at one time, as well as whole folders.


Document Viewer Printing

When viewing files in the document viewer we do have the option to allow users to print the file. If you enable this option users would be able to see the Print icon to print out the file without being able to download and save it to their computer. This feature is disabled by default. You can enable the printing of View-Only documents at Admin Settings > Advanced Preferences > Virtual Data Room. The option to Enable Document Viewer Printing will be located under the Virtual Data Room section of the page. You can select the Yes option under this setting to allow users to print documents they have View-Only rights on.

There is also a folder preference so this feature can be enabled on a folder by folder basis. To enable this feature on a specific folder you will click into the folder and on the sidebar there will be a link for Edit Folder Options.Note: If you have watermarking enabled for your account, these documents will also be watermarked for users that do not have download rights.


Question and Answer

The Question and Answer feature provides an outlet for both employees and client users to be able to ask questions relating to information in specific folders. The administrators on the folder can then answer the questions and decide which ones should be public for all users to view. Once this feature is enabled on your account both employees and clients will see a link inside each folder in the sidebar for Folder Q&A.

Ask a Question – When the client clicks on the link, they will be brought to a page where they can view any public questions and ask a question of their own. To ask a question, click on the button for Ask a question. This will open a pop up window with the text box for the user to type in their question and then click Submit. Any questions submitted will be automatically emailed to all administrators on the folder.

Answer a Question – Click on Folder Q&A in the More Options drop-down menu. To answer a question, navigate to the Unanswered tab and then click on the title of the question. Answer the question and decide if the question should be made public to all users.

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Note: The following character limits apply to text fields:

  • Questions – 400 Characters
  • Answers – 1500 Character

Data Room Index

You can generate a Data Room Index on a root-folder level. This report will generate a list of all files and folders within this root level folder and include an index. The index feature will assign a number to all files and folders within a root level folder so that administrators can organize and keep track of their files and subfolders.

In order to create a Data Room Index, you must:

  • Have the “VDR Analytics Page” permission
  • Admin permission on the root-level folder


To generate a Data Room Index:

  1. Access the root-level folder (either a root-level Shared Folder or your My Files and Folders location)
  2. Access the More Options drop-down menu beside the folder name link
  3. Click Data Room Index
  4. A popup window will appear with a PDF listing of all files and subfolders within the folder.
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All files and subfolders will be assigned a number. For example, Subfolder 1 will be assigned a number of [1] and all files within this subfolder will be assigned numbers in this order: [1.1], [1.2] and so on. Files within the folder will then be assigned [2], [3] and so on. This Data Room Index can be saved and printed so that the administrator can keep track of all the information within each root-level folder.


Click Trails

With Click Trails, an account administrator can see all of the steps that an individual has taken within the Virtual Data Room from the time that they login until the time they logout. In order to use Click Trails, you must:

  • Have the “VDR Analytics Page” permission

The Virtual Data Room Click Trails feature can be found at:

  • Admin Settings > Advanced Preferences > Company Account Info > Click Trails

By selecting this option, you will be taken to a page that will list your users, along with a location and session start time. There will also be a link to View Session on the right. Above this View Session link, there is a dropdown you can set to view Click Trails for a specific period of time, including 7 days, 14 days, 30 days or a specific month dating back to when you first opened your account.

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Once you have clicked the link to View Session for a specific user, you will be taken to another page which will list that individual’s ShareFile session for that period of time from the time that they logged in until the time that they logged out. If you select the individual’s name from the original list, you will be taken to a list for all of their sessions during a specific period of time.


Advanced Analytics

This report allows you to view statistics on any folder in your account. Statistics include a graph of downloads/views per day, most viewed documents (including the number of views), most active users, longest viewed documents (including the length of time) and recent searches. To access this report, navigate to the folder and click VDR Analytics under the More Options drop-down menu beside the folder name.

Clicking on this link will bring up a snapshot of activity on the folder. Using the drop down menu at the top you can select to view analytics for the last: 7 days, 14 days, this month, 30 days, or a specific month dating back to when you first opened your account. Other options include a graph of downloads/views per day, most viewed documents (including the number of views), most active users, longest viewed documents (including the length of time) and recent searches.

Clicking on a specific users name will bring you to the click trails reporting, which tracks every link that the user clicked on while in the ShareFile account along with date and time so you can see how long they viewed a particular folder or files.

Related:

Download, Send, Rename or Delete a Folder

Download Folder

Right-click the folder and select Download from the drop down menu.

Download Folder Limitations

  • If any file within the folder has a file path longer than 180 characters, you will be unable to download the entire folder. You will need to shorten that file path or navigate further into the folder to download individual files or subfolders.
  • Download speed is determined by your connection speed and the size of the folder being downloaded.

Rename a Folder

You can rename folders and subfolders as needed. This action requires the Admin and Delete permissions on the folder. The original creator or owner of this folder will automatically have the Admin permissions required to rename it.

To rename a folder:

  1. Right-click the folder and select Rename.
  1. Type in the new name in the text box.
  1. Click Save.

Share a Folder

After you have uploaded files to a folder, right-click the folder and select Share. You can share by utilizing Email with ShareFile or Get a Link to send from your email app.

Delete a Folder

To delete a folder, right-click the folder and choose the Delete option.


The Delete Folder option will only be available to the owner of the folder or a member of the Super User Group. For a user without these permissions, the Delete Folder option will simply be absent from the drop-down menu.

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Turn Off ShareFile Email Notifications

Turn Off Email Alerts for Yourself

If you wish to stop receiving upload notifications for a specific folder, you may turn them off yourself.

  1. Sign in to your ShareFile account and navigate to the folder where you are subscribed to upload notifications.
  2. Beneath the folder contents you can find a checkbox that determines whether or not you receive email alerts when files are uploaded to the folder. Clear the checkbox to turn off email alerts.
  3. Users with admin permissions on a folder will also be able to manage their download alerts in this section.
  4. If you would like to reduce the frequency in which you receive email alerts, you can do this by turning on Consolidated email notifications under the My Settings link.

Turn Off Email Alerts for Others

To turn off email notifications for another user, you must have the Admin permission on the folder.

  1. Sign in to your ShareFile account and access the folder with notifications you wish to disable.
  2. To turn off email alerts, you must access the People on This Folder menu.
  3. Use the checkboxes in the Alerts columns to modify the notifications your users will receive. Once you have managed the alerts for your users, click the Save button.


I set notifications for a large number of folders and do not want to go through every folder to uncheck alerts…

To make going through your folders a bit easier, try navigating to your user profile page ( People > Browse Employees > Select User ) and click Configure Folder Access. You can use the folder tree menu to quickly navigate through folders and uncheck, rather than loading multiple separate pages in your account. Adjust your notification settings then save all of the changes.

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Monitor, Read Only and Block a folder, subfolders and files

I need a solution

Hi,

I need to place some controls in a specific folder along with the other sub-folders and files contained there.

I need to prevent anyone from copying php json and javascript files to a folder named /data/MyFolder/*/*

These are the conditions:

The root user can only have read access to the folder and all the contents inwards and must be registered.

The user user1 may copy any content and must be registered.

Any other user attempting to copy php, json or javascript files should be blocked and register the attempt.

I thank who can help me with the necessary instructions to get it.

Regards.

0

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