ShareFile : offline file update doesn't work

This is the expected behavior when phone is in Online Mode:


When the phone is in Online, connected to internet:

1. Make the file available offline

2. Edit and save. The delta <difference> is cached/saved locally on phone < not updated at ShareFile server until the upload queue is completed>

3. When you try to open it again, the it tries to get the version from ShareFile server <which is not updated yet with delta, until the upload queue is completed> and not a local copy. This is because the phone is online on network/connect to internet.

4. Once the upload is completed in queue <which takes some seconds>, you have latest version of the file.

When phone is offline mode < airplane mode >

1. Make it available offline

2. Edit and save. The delta <difference> is cached/saved locally < not updated at ShareFile server as the phone is in offline mode>

3. When you try to open it again, the it tries to get the version from local cache <which is updated with delta> a local copy.

4. You have latest version of the file in offline mode.

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Check .NET Framework Version

Some ShareFile applications may require the latest version of the Microsoft .NET Framework to function properly. As ShareFile products continue to evolve and improve, .NET version requirements are subject to change.

For best performance, ShareFile always recommends using the latest version of the .NET Framework.

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Amazon Alexa for ShareFile

First, sign into Amazon Alexa either on the mobile app or web app. Once the ShareFile Voice skill is added to your app, invoke the skill by saying “Open ShareFile”. Then, start asking Alexa questions about your account’s activity. Below is a list of sample questions you can ask to get started.

  • “ShareFile, How do my storage zones look?”
  • “ShareFile, Please generate an access report.”
  • “ShareFile, Send me an Upload report for today.”
  • “ShareFile, How many users do I have on my account?”


Note: The skill is only available for users with admin permissions. Please send any feedback to voice@citrix.com.

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ShareFile eFileCabinet Integration

You can enable the integration from the upper right after you have signed into your e File Cabinet Online account. Enable the integration from the menu shown below. After clicking ShareFile, you may enter the login information associated with your account.

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Once enabled and successfully linked, you can manage files without compromising security, as well as share files using the ShareFile Email System from the Share drop-down menu.

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For more information on how to use e FileCabinet Online and the ShareFile integration, please refer to eFileCabinet documentation.

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Customer Managed Encryption Keys for Cloud Storage

Creating the KMS Key and Granting ShareFile Access

1. From the AWS Console, select “Identity & Access Management”

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2. Select Encryption Keys.

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3. Select Create Key. For improved performance, it is recommended to create the KMS key in a similar region as your ShareFile zone. For example: if using the US-West Citrix-managed StorageZone, create the KMS key in the US-West region.

4. Provide a Name/Description for the Key and assign any Administrators.

5. Under External Accounts, enter the ShareFile AWS Account Information. This allows ShareFile to access the key for the purposes of Encrypting and Decrypting files.

Note: Please contact ShareFile Customer Support to obtain the external account ID.

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6. Obtain the ARN of your encryption key and provide it to ShareFile. For example: provide the information in the following format:

arn:aws:kms:us-east-1:123456789012:key/b9454537-1892-424c-9326-2789700839f9


Configure CloudTrail Logging

1. Click CloudTrail in the Console menu.

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2. Select Trails in the sidebar, then click Add New Trail and provide the appropriate Bucket name.

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Validating Key Operations

A. Test Disabling the KMS Key

  • Perform some test uploads and downloads to your Zone
  • From the AWS Console, select your key and choose Disable.
  • Wait a few minutes and then try to upload or download to your Zone once more. You should see the operations fail.
  • Re-enable the KMS key and verify that you can upload and download successfully.
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B. Test Revoking the ShareFile External Account

WARNING – Do not delete the Master Key on AWS, as that could permanently revoke access to ShareFile data encrypted with the Master Key.

  • Edit the KMS Key and browse to External Accounts
  • Select the “Remove” option to revoke ShareFile access to this key (save the value before deletion)
  • Wait a few minutes and then attempt to upload or download. You should see the operations fail.
  • Re-add the external account.
  • Wait a few minutes and then reattempt uploads or downloads. The operations should be successful.

C. Verify Activity via CloudTrail Logs

  • After performing some uploads and downloads, check CloudTrails activity. (may take ~10 minutes to populate)
  • Verify you can see Activity such as username, filename, and operation (Upload or Download).
  • Note – File Names that contain special characters or Unicode characters will appear as URL-encoded in the CloudTrail logs. To view the filename, you can use a URL decoder.
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Export ShareFile Legal Data

All contacts, tasks, or court deadlines within ShareFile Legal should be retrieved from the app, as they are not stored within the ShareFile account connected to the app like other files and attachments.

Export Deadlines to your Calendar

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You can export your court deadlines to your Google, ICAL, or Outlook calendar. To do so, sign into ShareFile Legal and access the Deadlines section of your account.

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Google Calendar Instructions

  • Go to Google Calendar and click the arrow next to “Other calendars”
  • Select Add by URL from the menu and paste the address generated

ICAL, Outlook or Other Instructions

Click Generate Link to create a link you can click – the link will automatically open the default calendar application on your computer.

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Retrieve Tasks

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You can export your tasks to your Google, ICAL, or Outlook calendar. To do so, sign into ShareFile Legal and access the Tasks section of your account.
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We recommend that you select Include All Tasks in the event that other users on your account do not retrieve their own.

Google Calendar Instructions

  • Go to Google Calendar and click the arrow next to “Other calendars”
  • Select Add by URL from the menu and paste the address generated above

ICAL, Outlook or Other Instructions

Click Generate Link to create a link you can click – the link will automatically open the default calendar application on your computer.


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Retrieve Legal Contacts

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Contacts are not stored in a centralized location for export – we recommend accessing the Contacts section of your ShareFile Legal account and retrieving all important Contact information.
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ShareFile Medical Image Viewer

Medical content can be uploaded via the ShareFile web app or via the ShareFile Medical Uploader.

Once uploaded, files can be previewed using the ShareFile Medical Image Viewer.


IMPORTANT

While the ShareFile Medical UploaderTool is available to all accounts, the Medical Image Viewer feature is only available for select ShareFile for Healthcare plans. Please contact a sales representative if you are interested in adding this feature to your account.

Article Contents

Requirements

Browser Requirements for Viewing See Browsers Compatible with ShareFile.
Medical Uploader Tool Requirements
  • Windows 7 or later
  • OSX 10.9 or later
  • The latest version of Java

Uploading Medical Content

You can upload your medical content in the ShareFile web app, or via the ShareFile Medical Uploader tool. For information on installing and using the uploader tool, skip to the following section of this article.

Whether you are uploading in the web app or responding to a Request a File message, you will view the Medical Uploader menu.

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Drag your medical content into the indicated area, or use the Browse Files button to locate the medical content on your computer or server and select it for upload.

Keep in mind that most medical files and studies may consist of many individual files. To view files fully, make sure you select all of the files for upload. Once you have selected all of your files, click the Upload button to begin uploading.

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Important: Your medical content files will be uploaded one at a time. Please do not close your browser window or navigate away from your ShareFile account, as this may cause the upload to stop. Upload speeds will depend on your internet connection speed.

If you are responding to a Request a File link (not a regular user on the ShareFile account), then once the upload is complete your job is done!

Viewing Medical Content with the ShareFile Medical Image Viewer

Once your medical content has been uploaded, all associated medical files will be collected into a “Study Bundle” file. (Note: if your account has a very large amount of DCM files (and no study bundle), try refreshing your browser to view them as a single bundle.)

If you cannot preview or do not have a magnifying glass icon, please allow some time for medical content previews to be generated after your files have been uploaded.

You can switch your web app display to metadata view using the button shown below. This will provide more information for your medical content.

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Click a medical bundle (or the magnifying glass icon) to access it in the medical viewer. The viewer will open in a separate tab or window.

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Using the Medical Image Viewer

The Medical Image Viewer provides users with study details, markup options, and the ability to download content locally or to your ShareFile account.

Scroll Through Images

You can click and drag your mouse across the image to scroll through the series of medical images. You can also click and drag the button located at the bottom of your image across the progress bar, or skip to a specific image number. Use the overflow options on the right side of the progress bar to access Sync, Loop, and Metadata actions.

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Study Details Pane

The Study Details pane on the left provides detailed information on your study, including patient information and referring physician. Additional series are also displayed.

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Modifying or Marking Up Your Image

You can use the toolbar at the top of the screen to take various actions.

You can adjust the image width and level (WW or WL) using the button at the top of the screen. Click the WW/WL button and then click-and-drag your cursor to adjust the light levels of your image. To return to the default light level, click the Undo button. You may also drag or zoom your image.

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Use the Measure/Draw button to add lines, angles, and other aspects to your image.

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Download Your Image

Click the Download button to view the download pane. Here, you can configure capture options (With or without markup) and select a download location (ShareFile or your local desktop location). You may save your image as a PNG, JPEG, or PDF file.

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Using the ShareFile Medical Uploader

You can download the Medical Uploader from the Apps section of your ShareFile account, or the Upload menu.

Download and run the installation file to install the tool.

Once installed, launch the Medical Uploader from your desktop or from its location in your Start menu.

The first time you launch the uploader tool, you will be prompted to log in to your ShareFile account or paste the URL that was sent to you.

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Log In to Account

If signing into your ShareFile account, you will be prompted to configure a PIN code for enhanced security. Whenever you launch the uploader tool in the future, you will be prompted for your PIN code.

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When signing into your ShareFile account, you will be prompted to select a folder location in your account to serve as the Upload Destination. This is where files you upload with the medical uploader will be stored. You can change this destination later if necessary.

Paste URL

If you are pasting a URL that was forwarded to you by someone else, right-click paste the URL into the field, or use the CTRL+V keyboard shortcut to paste the URL.

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Using Medical Uploader – Upload Methods

Once you have signed in using one of the above methods, you will be at the main Uploader Tool menu. From here, you can select how you want to upload medical content.

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Upload from Hard Drive

Use this option to upload medical files from a local folder location where the Uploader Tool is currently installed, such as your computer or hard drive.

Click the Browse button to locate the medical content on your local device. You can select all individual DCM files, or choose the folder where they are contained.

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Once selected, the files will be scanned and organized in the Study List menu. File and patient information will be displayed in the column on the right. Once your files have been scanned, click the Upload button to begin uploading them to your account. A progress bar will indicate your upload status.

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Upload from CD

Use this option to upload medical files from a CD or disk containing medical content. Once you have chosen the CD option, the app will begin looking for a disk to scan. Insert the disk into your device.

Once the app has located the disk, it will automatically scan and display the medical files contained within. Click the Upload button.

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Note: If Windows launches a separate Auto-run window asking you what you wish to do with the disk, please close the window.


Upload via DICOM Push

Use this option to upload medical files from a DICOM client or PACS system. When selecting the DICOM option, you will be given IP and Port information that will be requiredfor adding a node in your DICOM client or PACS.

Steps to add a node may vary depending upon your system.

Click here to view a DICOM Push Setup Guide based on Osirix Lite.

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Once the node has been added to your system, use your system to send the image(s) to the newly created node.

If configured correctly, the image will appear in the Uploader Tool status screen.

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Error while login page for ShareFile

Un-reconcile and reconcile the user account in the App Controller admin UI.

  1. Login to the admin UI at https://appc:4443/admin. Select the view as Manage users.

  2. Click Apps tab.

  3. Click Active Directory.

  4. Search for the user.

  5. Click the red arrows under un-reconcile. The browser prompts you to confirm that you want to un-reconcile the user. Click OK.

  6. Find the affected user account.

  7. Click the green arrows under Reconcile to reconcile the account.

  8. Search for the user.

  9. Click the green arrows to reconcile the account. The browser will confirm that you want to reconcile the account. Click OK.

Manually Sync active directory in App Controller

  1. Login at the appc control point https://appc:4443/ControlPoint.

  2. Click Settings.

  3. Click Active Directory on the left.

  4. Click Sync button under the Actions column.

Manually Sync Sharefile

  1. Click Apps and Docs tab.

  2. Click ShareFile under the Docs section on the left.

  3. Click Sync next to Sharefile Configuration.

When all the preceding steps are completed, if the user experiences the error message after logging into the session, wait until the automatic sync of App Controller and Sharefile.

Note: The automatic sync of App Controller and Sharefile occurs at 2 am daily.

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ShareFile Zapier Integration

ShareFile’s integration with Zapier allows you to connect your ShareFile data with over 600 apps like Office 365, Quickbooks, Google Sheets and Drive, Clio, Basecamp, Salesforce, and more.

What is Zapier?

Zapier is a flexible automation tool that handles all your time-consuming tasks for you. Zapier lives between ShareFile and your favorite aps, connecting your files, clients, notes, and users across them all.

Automations called Zaps can be set up in minutes without any coding experience: pick a Trigger app and event (like adding a new file on ShareFile), and then specify the Actions you want Zapier to automatically take in response (like adding a file to Google Drive.) From then on, Zapier will do the work for you, so you never have to copy-paste or import/export again.

You can set up your own custom Zaps from scratch or explore pre-made ShareFile integrations on Zapier, or get started immediately with these popular examples.

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