ShareFile for Outlook FAQ

Q: What is ShareFile for Outlook?

A: An add-in for Web-Based Outlook (ex: mail.citrix.com ) or Outlook for Mac that allows you to use Share and Request functions within your email messages, a la Outlook Plugin (OLP).

Q: What Microsoft account types can use this?

A: Outlook.com

Office 365

Microsoft Exchange

2013 SP1

2016

Q: What versions of Outlook can use this?

A: It’s browser-based, so it’s available for:

Outlook Web App

Outlook for Mac 2016+ (on supported versions, 15.33+, i.e. “Insider Fast”)

Outlook for Windows 2013+ (although we still recommend using the OLP instead)

Outlook for iOS/Android is not currently available but may be in the future

Q: What ShareFile accounts can use this?

A:
Employees only
All accounts that can access Email Integrations (not Personal plan)
Restricted Zones are not supported
Connectors (SZC & PCC) are not supported

Q: What browsers are supported?

A:
Chrome (latest version)
Firefox (latest version)
Safari (latest version)
Edge (latest version
IE 11
Q: If my customer has the 2010 version of Microsoft Exchange but is running Outlook 2016, can they install the add-in?

A: No

Q: If my customer is using Gmail through Outlook for Mac, can they install the add-in?

A: No

Note: Customers must have a supported Microsoft account or Exchange version, supported Outlook version and/or supported browser to work.

Related:

HOW TO: Ways to fix Outlook error ‘cannot open your default email folders’

Microsoft Outlook may be the most widely used email service around the globe, but users have come to accept the good with the very bad. Yes, Outlook offers an extensive and exclusive range of features as well as its friendly user experience. But there’s the flip side: User forums are filled with anger over errors that seem to have zero solutions. For this article, we will examine and hopefully resolve perhaps the most common Outlook error: “cannot open your default email folders.” This Outlook error mostly appears when you are trying to open your Outlook profile. It generally happens because of a corrupted OST file or the execution of Outlook in compatibility mode.

Why OST file corruption happens

OST files are the files that allow users to use Outlook while they are offline. It is actually a synchronized copied element of the accounts saved on your device that enables you to continue to use Outlook even when the program gets disconnected from MS Exchange Server.

These files can become corrupted because of various reasons. Some of the reasons are:

  • Deletion of any file or folder removed from Exchange folder.
  • Intrusion of any malware or virus.
  • Disruption in the file synchronization process due to sudden or abnormal shutdown failure.
  • Some internal discrepancies in Outlook causing abnormal Outlook termination.
  • Creation of some bad sectors in the hard drive where the OST file is stored.
  • Failure of any networking device that might disrupt the synchronizing process of the OST file.
  • Any changes in the internal structures of the OST file.
  • Installed plugins sometimes may damage Outlook performance, thus causing damage to the OST file.

Fixing OST file corruption

Here’s some ways to begin fixing the problem:

  1. Remove those profiles that are not being used from the address “Control Panel > Mail > Show profiles.”
  2. Create another copy of OST file.
  3. Even if the error doesn’t get resolved, create another new profile from while using Outlook Profile Helper or manually.

Outlook error caused by running in compatibility mode

Outlook Error
You might have witnessed these errors:

Cannot open your default email folders. Information store could not be opened,”

or

“Cannot start Microsoft Outlook. Cannot open the Outlook window. The server is not available. Contact your administrator if this condition persists.”

or

“Cannot display the folder. File access is denied. You do not have the permission required to access the file C:Usersusernamelocalsettingsapplication datamicrosoftoutlookoutlook.ost”

If you have enabled compatibility mode mistakenly, just disable it. If you haven’t, do not enable it for Outlook. Users typically enable it when they are required to run the troubleshoot compatibility wizard. Also, compatibility mode is not required for any version of Outlook on Vista or Windows 7 or any other Windows OS. This mode is also not needed for any application that is supported on any Windows OS or for recently released applications.

The user can switch off compatibility mode in a 64-bit operating system by following these easy steps:

  • Switch to the mentioned address “C:Program Files (x86)Microsoft OfficeOffice XXOutlook.exe”
  • Right-click on exe and then follow up by clicking on Properties then Compatibility tab.
  • Uncheck the checkbox called “Run this program in compatibility mode” box, thereafter click Apply and OK.

And in case, you are unable to place the Compatibility tab, follow the following steps:

  • Click on Startand search for Program Compatibility Troubleshooter.
  • Start Program Compatibility Troubleshooter; select Next option to proceed.
  • Select Outlook XX from the appeared list of programs. Following the steps of the Program Compatibility Troubleshooter.
  • Switch to the mentioned address “C:Program Files (x86)Microsoft OfficeOffice XXOutlook.exe”
  • Right-click on exe and then follow up by clicking on Properties then Compatibility tab.
  • Uncheck the checkbox called “Run this program in compatibility mode” box, thereafter click Apply and OK.

If this issue is experienced over an Exchange email account that is configured on your Outlook, you can diagnose the error by trying the following steps:

  1. If your program is executing along with a running Windows Server and/or over a firewall, then disable the firewall and then connect it with the server directly without any firewall.
  2. If this Outlook error gets resolved, then you will be required to reconfigure your firewall to allow Exchange to sync.
  3. And if the Outlook error still persists even after disabling the firewall, create a new mail profile from Outlook. You will also need to reconfigure your account.

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FIX: Outlook error when sharing calendar in Windows 10

Do you get the Outlook error when sharing calendar? If you have Office 365 or any other Microsoft Exchange email service, Outlook can be used on the web to share your calendar with others in and outside of your organization.

Depending on the permissions given, others can only view your calendar, edit, or act as your delegate for meeting requests.

The Outlook error when sharing calendar can happen due to configuration or permission issues. Some users have reported that removing current permissions besides the Default and Anonymous resolves the issue.

However, if the error persists, repair Office from Control Panel, and if it fails, download and run the Microsoft Office Configuration Analyzer tool 2.2, which analyzes Office programs for known configurations that can cause issues.

If you don’t have the option to share your calendar (maybe it is grayed out), it can also be because your network admin or IT support set a policy preventing calendar sharing among people in the office.

Fortunately, there are ways to fix the Outlook error when sharing calendar as listed below.

Outlook won’t share calendar, how do I fix that?

  1. General fixes
  2. Check Permission settings
  3. Check for Duplicate entries

1. General fixes

  • Update Office suite to the latest version by going to Outlook>FILE>Office Account>Update Options>Update Now
  • Do an online repair for the Office programs
  • Also, if you are using an Office 365 account in your Outlook 2016, you can try sharing the calendar in Outlook Web App (OWA).
  • Launch the Run command and paste exe /safe in the open box to start Outlook in Safe Mode
  • Uncheck Cash mode in Outlook
  • Download Microsoft Support and Recovery Assistant for Office 365 and see if it helps

— RELATED: Fix Outlook error ‘Too many recipients’ on Windows 10

2. Check Permission settings

  • Open Outlook and go to Calendar view
  • Right click the calendar you’re trying to share
  • Click Properties
  • Go to Permissions tab and remove users who are no longer at the office or who cannot access the calendar
  • Click Apply and close the window then try to share your calendar again

3. Check for Duplicate entries

The Outlook error when sharing calendar may be related to a duplicate entry in the Permission list of your calendar. To check for this, do the following:

  • Right click user’s calendar
  • Select Properties
  • Click Permissions tab
  • Go through the users’ list and check for a duplicate entry
  • If you find, remove it and restart Outlook again
  • Share your calendar
  • Remove all entries and return them again
  • Right click the calendar you want to share
  • Select Properties
  • Make a note of the entries and then remove all entries in the calendar permission list
  • Add them back

Were you able to resolve the Outlook error when sharing calendar? Let us know in the comments section below.

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How to get the Add-In for Outlook – Web

You should go through the Outlook app to get to the store / add-ins page instead of going to the store outside of the app. This is what Microsoft also recommends: https://support.office.com/en-us/article/Get-an-Office-Add-in-for-Outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8)

In Outlook on the Web, access the Manage Integrations / Add-Ins menu in Settings. (Note: This may be an Apps button in your New Mail menu.)

User-added image
or

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Search for ShareFile and you will find our add-in. From the ShareFile add-in page, switch the toggle from Off to On.

User-added image


User-added image


Now you can start using ShareFile in Outlook on the Web! Simply open a new message in Outlook and you’ll see the ShareFile button in your new message window. Click on that button to start sharing and requesting files.

User-added image


User-added image

For more information on using the ShareFile for Outlook Add-in, as well as the latest updates, please refer to our Knowledge article at https://support.citrix.com/article/CTX220275.

Related:

Get the Add-In for Outlook – Web

You should go through the Outlook app to get to the store / add-ins page instead of going to the store outside of the app. This is what Microsoft also recommends: https://support.office.com/en-us/article/Get-an-Office-Add-in-for-Outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8)

In Outlook on the Web, access the Manage Integrations / Add-Ins menu in Settings. (Note: This may be an Apps button in your New Mail menu.)

User-added image
or

User-added image


Search for ShareFile and you will find our add-in. From the ShareFile add-in page, switch the toggle from Off to On.

User-added image


User-added image


Now you can start using ShareFile in Outlook on the Web! Simply open a new message in Outlook and you’ll see the ShareFile button in your new message window. Click on that button to start sharing and requesting files.

User-added image


User-added image

For more information on using the add-in, as well as the latest updates, please refer to our Knowledge article at https://support.citrix.com/article/CTX220275.

Related:

Get the Add-In for Outlook on the Web

You should go through the Outlook app to get to the store / add-ins page instead of going to the store outside of the app. This is what Microsoft also recommends: https://support.office.com/en-us/article/Get-an-Office-Add-in-for-Outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8)

In Outlook on the Web, access the Manage Integrations / Add-Ins menu in Settings. (Note: This may be an Apps button in your New Mail menu.)

User-added image
or

User-added image


Search for ShareFile and you will find our add-in. From the ShareFile add-in page, switch the toggle from Off to On.

User-added image


User-added image


Now you can start using ShareFile in Outlook on the Web! Simply open a new message in Outlook and you’ll see the ShareFile button in your new message window. Click on that button to start sharing and requesting files.

User-added image


User-added image

For more information on using the add-in, as well as the latest updates, please refer to our Knowledge article at https://support.citrix.com/article/CTX220275.

Related:

Outlook App – Informational Resource

Requirements: (one of each column required):

Microsoft Account Outlook or Browser Version ShareFile Plan
  • Outlook.com
  • Office 365
  • Microsoft Exchange 2013 SP1 (must allow add-ins)
  • Microsoft Exchange 2016 (must allow add-ins)


  • Outlook Web App
  • Outlook for Mac 2016+ (on versions 15.33+)
  • Outlook for Windows 2013+
  • Employees only

  • Team Plans and up


If you do not have a Store, Add-Ins or Apps icon in the ribbon on your Outlook App, you will not be able to install and use this application.


How to Enable

Outlook for MacClick here for how to install / get the add-in via the Store icon in your ribbon.

Outlook on the WebClick here for how to install / get the add-in via the Store icon in your ribbon.

Outlook for WindowsGet the Local Outlook Plugin!

Microsoft recommends installing all add-ins via the Store link within your Outlook App. (The link to the ShareFile add-in on the Microsoft Store is https://store.office.com/en-us/app.aspx?assetid=WA104380913.)


Trouble accessing the app after installation?

If you are having difficulty locating your application after installation, or something is not functioning properly, click here to view Microsoft’s troubleshooting steps for add-ins like this one.

How to Use

Once added, you can utilize the app whenever you create a new Outlook message.

When creating a New Message in Outlook for Mac, click the ShareFile icon in the top tool bar to launch the app.

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When creating a New Message in Outlook on the Web, click Apps. Select ShareFile for Outlook from the Apps list to launch the app.

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After launching the app for the first time, you can sign in with your ShareFile credentials or sign up for a free trial.

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After signing in, you will be at the main menu of the ShareFile for Outlook App. You can Share files, Request files, or access Settings.

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Share Files with ShareFile for Outlook

To share files, click the Share Files button. Drag the files you wish to send to the ShareFile window. You can also use the Browse function to add files from their location on your computer or within your ShareFile account. You may also drag files directly into the pane. Once you have added or selected files, you can add more, remove some, or change message settings.

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Once you have finalized your files and settings, click Insert Link to insert the ShareFile link into the body of your email message.

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Request Files with the ShareFile for Outlook

To request a file, click the Request Files button.

Here you may adjust security and notification settings. The Edit button allows you to choose where requested files will be uploaded.

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When you click the Insert Link button, a secure link will be placed in your email.

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Change Default Options

Access the ShareFile app and click the Settings button in the lower right.

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Troubleshooting: Add-In Dialogue Box Cannot be displayed

“The security settings in your browser prevent us from creating a dialog box. Try a different browser, or configure your browser so that [URL] and the domain shown in your address bar are in the same security zone.” To resolve the issue, end users or administrators can add the domain of the add-in to the list of trusted sites in Internet Explorer. Use the same procedure whether you’re using the Internet Explorer or Microsoft Edge browser.

To add a URL to your list of trusted sites:

  1. In Internet Explorer, choose the Tools button, and go to Internet options > Security.

  2. Select the Trusted sites zone, and choose Sites.

  3. Enter the URL that appears in the error message, and choose Add.

  4. Try to use the add-in again. If the problem persists, verify the settings for the other security zones and ensure that the add-in domain is in the same zone as the URL that is displayed in the address bar of the Office application.

Limitations

  • Files cannot be shared if they are located in a Restricted Zone or Connectors location
  • This app is only available to Employee users on plans that include the Email Integration.

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7019258: How to Setup Retain with Exchange 2013 (Masterpost)

This is a masterpost that points to other articles that are specific to this module.

Retain can archive from Exchange, and if you have migrated to Exchange you don’t have to create a new Retain server but continue using the old one and even allow users to have access to both their old mailbox and their new Exchange mailbox.

Make sure you have the latest version of Retain and have installed the appropriate patches.

Planning:

Retain Planning and Design Best Practices

Autodiscover: How Retain Connects to Your Exchange Mailboxes

Ports Used by Exchange 2013

Ports Used by Retain

How Retention Services and Item Store Flags Work

Exchange Setup:

Determining if Basic Authentication Is Enabled on Your Network

Setting up Basic Authentication in Exchange

Exchange Throttling Policy and Bandwidth/Performance (2013)

Changing Message Size Limits and Throttling for Exchange

How to check the status of the Exchange Impersonation User

PowerShell 2.0 and Cmdlets installation links for Retain and Exchange configuration

How To Create The Retain User In Exchange 2013

Exchange Setup for Archiving Shared Mailboxes, Rooms, and Equipment

Restarting IIS

Mailbox Mapping:

Allows users to access both mailboxes without having to log in twice

How to Use MailBox Mapping

How Mailbox Mapping Looks To Users

How to Use Mailbox Merger/Splitter tool

How to Log into Retain After Shutting Down Original Email Server

Retain Exchange Module Setup:

Exchange Module Setup Instructions

Exchange Job Settings for Best Performance

Using Exchange Distribution Lists

Connection Error When Configuring Exchange Module (LDAP Error codes)

Client Plug-ins:

Installation of the Retain Outlook Web Access 2013 Plugin

Silent Install for Retain’s GroupWise/Outlook Plugins

Archiving Strategies:

Exchange Archiving with In-Place Hold

How to Archive Mailboxes for Users in Specific Organizational Units

Exchange 2013 HealthMailBox Best Practice

Do We Need To Select The Exchange Archive Database if In-place Archiving is Enabled

Exchange Journaling Mailbox Recommendations

Troubleshooting:

Location of Retain Log Files

How to Upload Logs to Support’s FTP Server

Backing Up Retain

Remote Connectivity Analyzer: Testing Exchange / O365 Connectivity

Worker Diagnostic Tool: Testing Access to a Mailbox

Large Attachments and/or Messages Cannot Be Archived

Where Data Is Stored In Retain

Increasing SOAP Timeout Value to Help With Journaling Jobs

Retain Archive Job Slowing Down Exchange Server

Related:

7019087: Installation of the Retain Outlook Web Access 2013 Plugin

This document (7019087) is provided subject to the disclaimer at the end of this document.

Environment


Retain 3.x

Exchange 2013

Situation

Installing the OWA plugin doesn’t go as expected based on the shipping documentation.

Resolution

Follow these steps for proper installation.

Installation:

The plugin must be installed onto your Exchange server.

Download the Retain install package to your Exchange server and extract it. Don’t worry you are not going to install Retain here, just one bit of it.

In the Retain folder go to toolsexchangeOutlook Web Accesstools and find Outlook Web Access Plugin Setup.exe

Double click to start the install process.

  • It will ask what language to continue in.
  • The installer will ask you to choose a file location for the plugin files. The default is C:Program FilesMicrosoftExchange Serverv15ClientAccessOwa
  • You will have to enter the Retain Server Web Address. This may be the IP address or DNS name. For example: http://10.1.2.4/RetainServer or http://retain.gwava.com/RetainServer. It is not necessary to include the Tomcat port (for example: x.x.x.x:48080)
  • You will then have to enter the Outlook Web Access Address. This is the IP or DNS name of your Exchange server. For example: https://10.1.2.3/owa
  • You will then have the choice to restart IIS after the installation is complete. If you opt to not restart IIS, your users will not have access to the plugin until it is.
  • Click on Install to have the plugin installed to your Exchange server.
  • Click Close when it is complete.

Server Side Setup

  • Once IIS completes the startup process log in to the Exchange Admin Center (https://[your exchange server]/ecp).
  • Select Organization from the left sidebar.
  • Select Apps from the pane top tab bar.
  • Click the down-arrow next to the add + icon, and select ‘Add from file’.
  • Browse to the install location C:Program FilesMicrosoftExchange Serverv15ClientAccessOwaRetain and select manifest.xml and Open.
  • Click Next to install to the server, this will make it available for the users to install to their OWAs. If you double click the plugin you can set it to enabled or mandatory for the client.

Client Side Setup

  • Log into the Outlook Web App (https://[yourserver]/owa) as a user.
  • Click the gear icon near the top right next to your users name and select Manage apps…
  • A list of apps available to the users will be listed. Notice that Retain App is available but disabled. Select the Retain app and in the right sidebar click the Enable link.
  • Navigate back to your inbox with the right arrow or by clicking on your username and choosing My Mail.
  • Browse to any message. Within the Viewer pane on the right or if you open the message in its own window, you will see a Retain link inside a grey bar.
  • Clicking the link will reveal a Retain logo image and clicking on that will open a new window in the Retain archive.

Special thanks to Eric Maughan for compiling this information.

Additional Information

This article was originally published in the GWAVA knowledgebase as article ID 2339.

Disclaimer

This Support Knowledgebase provides a valuable tool for NetIQ/Novell/SUSE customers and parties interested in our products and solutions to acquire information, ideas and learn from one another. Materials are provided for informational, personal or non-commercial use within your organization and are presented “AS IS” WITHOUT WARRANTY OF ANY KIND.

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