ShareFile Drive Mapper Tool

Download Drive Mapper

Drive Mapper can be downloaded from the Apps section of your ShareFile account, or the Citrix Downloads page.

For an MSI version of the Drive Mapper tool, please see the Citrix Downloads page.


Article Contents (click a link to skip to that section)

Encrypting File System

ShareFile data downloaded via Drive Mapper is cached to the local disk of the user’s computer. The persistence of this data will vary depending on usage and settings for cache handling. Drive Mapper will encrypt the data on the local disk by default, unless disabled via policy.

There are two methods which may be used to encrypt the cached files on disk. The default method is to use the built in Windows Encrypting File System (EFS). The below prompt will appear for customers that recently upgraded to v3.4.110.0 or later.

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If EFS is not available, Drive Mapper will use its own encryption method to protect the files and no action is required from the user end.


Note Regarding Drive Mapper and Antivirus Programs

Antivirus scans of the Drive Mapper file location can generate unwanted download notifications, depending on your notification settings. To avoid receiving a large amount of download notifications unexpectedly, ShareFile recommends adding the Drive Mapper app as an exception to your antivirus program.


Requirements

This app is available for Employee users. Client users cannot use this app.

The following environments are supported:

  • Windows 10 (x86 and x64)
  • Windows 8.1 (x86 and x64)
  • Windows 7 SP1 (x86 and x64)
  • XenDesktop 7.6
  • XenDesktop 7.7
  • XenDesktop 7.8 (requires v3.1.124.0 or later)
  • XenApp 6.5 (requires v3.1.124.0 or later)
  • XenApp 7.6
  • XenApp 7.7
  • XenApp 7.8
  • Citrix Profile Management 5.x
  • Windows Server 2008R2
  • Windows Server 2012R2
  • Windows Server 2016

Install Drive Mapper

Once you have downloaded the installation file from the Apps section of your account, run the installation file ad complete setup. Once installed, you will be prompted to enter your ShareFile account credentials.

Once Drive Mapper has been installed, you may select it from your Programs list in the Start Menu, as well as view it from the “Computer” section of your Windows Explorer window.

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Drive Letter and Cache Settings

You may customize the Drive Letter and Cache within the Settings menu. Access this menu by right-clicking the ShareFile icon in your task tray or accessing Drive Mapper from the Programs menu. A low cache setting may impact your ability to work on certain file types.

ShareFile data downloaded via Drive Mapper is cached to the local disk of the user’s computer. The persistence of this data will vary depending on usage and settings for cache handling. Drive Mapper will encrypt the data on the local disk by default, unless disabled via policy.

There are two methods which may be used to encrypt the cached files on disk.

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Single FolderMounting

You are able to map a single accountsubdirectory to the ShareFile data location using Group Policy Setting.

Policy Name : Account Subdirectory

Location In Group Policy Editor : UserConfigurationPoliciesAdministrative TemplatesShareFileDrive Mapper


Right-Click Menu – Share a File

You may share files from within the Drive Mapper location. To do so, right-click a file and access the Drive Mapper options. Choose how you wish to share your file. Generate a link to copy and paste where you see fit, or choose the ShareFile Email system to automatically generate an email message containing a link to your file and a brief description of the file being sent. You can customize the default expiration policy for shared items in the Settings menu. Note: If configured, Administrator settings will override your local expiration policy settings.

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Check In Check Out

This feature requires Drive Mapper v3.4.110.0 or later.

Right-click on a file to view the Check Out option.

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Once files are checked out, they will be denoted by the orange check out icon. To view the status of a file or check in a file, right-click it and access the appropriate option.

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Access Personal Cloud and Office 365 Connectors

This feature requires version 3.5 or later. Note: Files and folders cannot be moved within Personal Cloud Connectors.

In order to access Personal Cloud or Office 365 locations from within your Drive Mapper app, the Connectors must first be created. Click here for information on how to create these Connectors.

Once your Connectors have been created and authenticated, you can view the locations from within the Drive Mapper file directory, as shown below.

(Note: You can unlink Personal Cloud Connectors by right-clicking the connector folder and choosing the Unlink option.)

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Access Restricted Zones, Network Shares, or SharePoint

When attempting to access one of the above, you will be prompted to enter your credentials.

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Moving files within Network Shares and SharePoint Connector locations is supported on v3.4.110.0 or later.

Switch Account

To sign into a different ShareFile account, access the Account tab of the settings menu, and click Logoff.

Exclude File Types from Drive Mapper

ShareFile automatically prevents the following file types from being synced: .pst.

To add or remove a file type on the exclusion list, navigate to Program FilesCitrixShareFileDrive MapperShareFileDriveMapper.exe.config and edit the file with Notepad.

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Drive Mapper and Archiving Accounts

Archiving accounts cannot rename files or folders.

Because of this, accounts with Archiving enabled are currently not be able to use the “Create New Folder” button to create new folders in the Windows Explorer window, since this function will first “create” a new folder with the default New Folder folder name, then attempt to “rename” the newly created folder.


Troubleshooting – Submit Logs

You can submit logs to ShareFile Support from the About tab of the settings menu. Please enter a detailed description of your problem when submitting logs.

Adding a Folder in “Shared Folders”

Adding a folder directly to the root within “Shared Folders” is not supported in Drive Mapper. If you need to add a new root level folder, you will need to login to the web application to add the folder and it will display in Drive Mapper.

The error messaging you will see if you attempt to do this is –

Destination Folder Access Denied –

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And then – Location is not available –

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Available Localization

English, German, French, Spanish, Russian, Dutch, Portuguese, Japanese, Korean and Simplified Chinese.

Related:

Desktop for Windows

Article Contents

Basics Functions Features More

System Requirements

Install

Download the ShareFile Desktop App from the Apps page of your ShareFile account. Once you have downloaded the app, double-click the installation file to run it. You must accept the License Agreement to install the app. This app only supports a per-user installation.

Update ShareFile Desktop

As of v1.4.1314 or later, ShareFile Desktop will notify you when an update is available. If you dismiss the update prompt, it will reappear every 7 days.

Using ShareFile Desktop

When starting the ShareFile Desktop app for the first time, you will be prompted to sign in with your ShareFile credentials. Once you have signed in, use the navigation drop-down to select the section of your ShareFile account you would like to view.

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File Box access

Users with access to the File Box can manage files stored there from the root Personal Folders section.

Upload Files

There are many ways to upload when using ShareFile desktop. You can upload both files and folders, as well as upload multiple files simultaneously. Once you have chosen a file for upload or dragged a file to the app, it will be uploaded. Upload times may vary based on your connection, the size of your file, and the number of files being processed.

Click the upload button at the bottom of the app

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or

Drag and drop files wherever you want them

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or

Copy and Paste a file directly into the app

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Download Files

There are many ways to download files with the ShareFile Desktop app. You can download files and folders, as well as download multiple items simultaneously.

To download a file do one of the following:

  • Double-click the file
  • Right-click the file and select Download
  • Select the file(s) and choose the Download option at the bottom of the app.
  • Drag the file to a location on your computer


Auto Resume Uploads/Downloads

Network Interruption Behavior with ShareFile Desktop

  1. After a network interruption, downloads of files will restart the download from 0-bytes automatically.

  2. After a network interruption, uploads will continue to resume from the last point when the interruption occurred.

  3. If downloading a file from ShareFile Desktop to the local machine via drag-and-drop and the network is interrupted, upon network connectivity, the download will not resume. Instead, use the ‘download’ button from within ShareFile Desktop instead and the download will restart automatically after network re-connection.

  4. If uploading a folder and experiencing a network interruption, the file in process of upload when the interruption occurred would be resumed, followed by the remaining files to be uploaded in that folder.

  5. If downloading a folder and experiencing a network interruption, the download will restart for files not yet downloaded. Files that were successfully downloaded prior to the network interruption would not be re-downloaded.

  6. If there is any failure in the upload or download process, the ShareFile Desktop App will retry the operation every 5 minutes up to 5 attempts before it fails.

Preview Files

To preview a file, right-click the file you wish to preview and select the Preview option. The preview will load in a separate module.

Note: Not all file types are guaranteed to generate as a preview via the Desktop app. Unsupported files will not display a Preview option. For a full list of supported file types, please refer to this article. In the event your account has file preview restrictions, those restrictions will also apply in the web application.

Note: Previews for .xlsm and .ppsx files are not currently supported.

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Previewing Unsupported File Types

If your account cannot preview feature-specific file types (such as 3D files) or files that cannot be previewed in the ShareFile web app, the preview will display a Download option for your convenience.

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Thumbnail Previews

(This feature is available for Desktop App version 1.16 or later)

When using the Grid view, thumbnail previews are available for the following file types:

  • BMP, GIF, JPG, JPEG, PNG
  • .doc, .docm, .docx, .dot, .dotm, .dotx, .odt, .pdf
  • .ods, .xls, .xlsb, .xlsx
  • .odp, .pot, .potm, .potx, .pps, .ppsm, .ppsx, .ppt, .pptm, .pptx
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View Queue

You can view the progress of uploads and downloads in the Queue.

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Share Files

You may share multiple files simultaneously by selecting them and using one of the options listed above. You can share files in one of two ways: Email with ShareFile or Copy a Link. Accounts with View-Only Sharing enabled may share files as view-only, as well as customize the relevant options before sending the message.

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Email with ShareFile

A secure message will be sent via the ShareFile email system. Access the Message Options tab to configure notification and security settings for this individual message.

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Copy a Link

Clicking Copy a Link will automatically place a link to the file in your clipboard. You can paste the link into your preferred browser, email, or chat program.

If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message.

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Note: these settings will be for this single message only. You can configure your Share default settings in the Settings menu.


Encrypted Email Support

Users with access to the Encrypted Email feature can send encrypted messages from the Desktop App. Click here for information on using this feature.


Send for Signature

Users that have configured our RightSignature integration can send files for signature from the Desktop App. Click here for information on using this feature.


Request Files

You can quickly request files to a specific folder on your ShareFile account. You may send request via the ShareFile email system or generate a link you can copy and paste into your preferred program.

To request files:

Access the More menu in the bottom of the app and choose Request Files

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Or

Right-click an empty space in the folder of your choosing and select Request Files

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If requesting files via the ShareFile email system, you can customize your notification and security settings for this particular message. You can also change the destination where files will be uploaded.

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Clicking Copy a Link will automatically place a link in your clipboard.

You can paste the link into your preferred browser, email, or chat program, and your coworker may use the link to upload files. If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option.

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The link options shown below allow you to customize various notification and security settings for this particular message.

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Favorite Files

To add a file or folder to your favorites, right-click the file and select the Favorite option. The item will now appear in the Favorites section of the Desktop App!

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Feedback and Approval Workflows

You can start Approval and Feedback right from your Desktop App. Click here for more information.



Manage Files

Using the ShareFile Desktop app, you can quickly manage your files in a variety of ways. Right-click a file or files to access different actions. Files and folders can be downloaded, shared, copied, moved, renamed, deleted, checked out, made available offline, and noted.

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Move Files

You can drag and drop files and folders to other locations on your ShareFile account within the ShareFile Desktop App. When selecting to move a folder or file manually, you must select the destination in the folder tree. You may also create a new folder within a destination where you have upload permissions. If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.

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Manage Folders

The ShareFile Desktop app preserves the granular folder control available in the web application. Once created, you may name the folder. You may download, share, copy, move, rename and delete folders by right-clicking the file. You may also make the folder a Favorite Folder.

To create a folder:

Click the Create Folder icon at the bottom of the app

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or

Right-click the location where you wish to create a folder and choose the Create Folder option.



Folder Permissions

To edit folder permissions, right-click the folder and choose Folder Permissions. You can add existing users to the folder with customized permissions. You may also create new client users.

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Offline Access

You can make files and folders available offline. To make a file or folder available offline, right-click the item and choose the Make Available Offline option. When working offline, you can find the Offline Files section by clicking the navigation drop-down as shown below. Offline files have a green icon to the right of the file name.

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You may view and edit these files, but changes made to these documents will not be uploaded to ShareFile when a connection is reestablished. When accessing an offline file, you will be prompted to “download” the file to a location on your computer. When a file is made available offline, a copy of the file is stored and encrypted locally, then retrieved from that location when you “download” the file. The Desktop app is not communicating with the web application during this process.



File Versioning

Accounts with File Versioning enabled can view previous versions of files by clicking the blue icon shown below.

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Open and Edit

The Open and Edit feature allows you to open Microsoft Office files with your local Microsoft Office programs. When you save and close the file, the updated version will automatically be uploaded to the ShareFile Desktop app. This feature requires File Versioning and Upload permissions on the folder where the file is stored.

To Open and Edit a file, select the file and choose the Open and Edit button at the bottom of the app, or right-click the file and select Open and Edit.

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Open and Edit PDF Files

If you have Adobe Acrobat Pro or Blubeam Revu installed on your computer, you may also Open and Edit PDF files, as shown below. This will open the PDF in the native Adobe Acrobat Pro, Adobe Reader, or Bluebeam Revu apps installed on your computer.

Important: This feature opens the file in your native PDF-editing app. If you have set a default program for opening PDF files that is not one of the apps listed here, this feature may not function properly.

The ShareFile platform does not provide PDF editing capabilities for your files.Click here for more information on Adobe Acrobat versions and pricing plans.

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Open and Edit PDF – Edit vs View

Any changes made in Adobe Acrobat Pro will be saved back to ShareFile when the file is saved. If you have Adobe Reader installed on your computer, you may only view the PDF file. Any comments or annotations made in Adobe Reader are not saved back to ShareFile.



Check In / Check Out

ShareFile Desktop supports the check in check out feature. To check out a file, right-click a file and select Check Out.

A checked out file is indicated by an orange icon to the right of the file name. You can view the status of the check out by hovering the mouse over the icon shown below.

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Once you are finished working on the file, you can check in the file by right-clicking the file in the ShareFile Desktop app and selecting Check In. You must upload the new file by dragging or selecting the file.

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ShareFile Connectors

The ShareFile Desktop App allows access to SharePoint and Network Shares. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download, upload or modify files within your SharePoint or Network Share locations depends on your permissions in those locations.

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Personal Cloud Connectors

The ShareFile Desktop App allows access to Personal Cloud Connectors such as Dropbox, Google Drive, OneDrive and Box. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download files within these connectors depends on your permissions in those locations.

You may download files from the other services. You can also use the Copy function to copy the data to a location within your ShareFile account.

Note: Not all file and folder actions are available for files stored in other cloud storage services.

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Start Menu Shortcuts

When pinned to the Start Menu, ShareFile Desktop provides you with shortcuts to various app functions. You can quickly navigate to certain sections of your account, as well as perform tasks such as Share, Request, and Search.

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Upload an Outlook Attachment

If you want to quickly back up an attachment from a Microsoft Outlook email message, simply drag the attachment from its location in the email message and drop it in the Desktop App window, as shown below.

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Search

Click the Magnifying Glass icon in the top right to access the search bar. Recent searches will be saved for later.

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Settings

Click the Gear icon in the top right of the app to access the Settings menu.

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Settings Notes

Enable Auto-Login – Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.

Default Share Settings – These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.

Note regarding Sophos Antivirus

The Sophos Antivirus app will prevent the Open and Edit function from working properly. If you have Sophos Antivirus software installed on your computer and wish to use the Open and Edit feature, you will need to list ShareFile as an exception. ShareFile recommends adding C:UsersUSERNAMEAppDataLocalShareFile to your exclusion list. Click here for more information on excluding items from Sophos scanning.

Support

Click the Question Mark icon to access the Help menu, where you can view the Privacy Policy, Terms of Service, the Tutorial, and links to feedback and support.

Related:

Access Files Using Connectors

Add or Enable Connectors on Your Account

Once this feature has been activated on your account, an Admin user with the Create and Manage Connectors permission can Add or Enable Connectors in the Admin Settings > Connectors menu.

When you Add or Enable a Connector, you can grant other users access to the Connector. This will allow that user to access the file locations on their own accounts.

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The steps required to create and manage Connectors can vary based on the Connector type. See the links below for instructions.

For example:

  • additional configuration steps may be required BEFORE utilizing on-prem Connectors.
  • once a Personal Cloud Connector has been enabled for a user, that user must connect to the service in their own Personal Settings before utilizing it.


Add a SharePoint, Network Fileshare, or Documentum Connector

  • Click here for complete configuration documentation.
  • Administrator users must have the Create and Manage Connectors and Create root-level folders permissions.
  • Employee users must have the Create SharePoint Connectors, Create Network Share Connectors and Create root-level folders permissions.
  • If using StorageZones for ShareFile Data, please create the zone to be used for the connector before Adding the Connector in the ShareFile web application.
  • Connectors must have a unique display name. Users will be blocked from using a connector name that is currently in use elsewhere on the account.


Enable Personal Cloud / Office 365 Connectors


Connector Notes

Related:

Desktop for Mac

Getting Started Features and Functions Other

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System Requirements

  • Mac OS X 10.11 or later


Install

Download ShareFile Desktop for Mac from the Apps page of your ShareFile account. Once you have downloaded the DMG file, drag and drop it into your Applications folder.

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You must accept the License Agreement to install the app. This app only supports a per-user installation.

Using ShareFile Desktop

When starting the ShareFile Desktop app for the first time, you will be prompted to sign in with your ShareFile credentials.

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Once you have signed in, use the navigation drop-down to select the section of your ShareFile account you would like to view.

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File Box access

Users with access to the File Box can manage files stored there from the Personal Folders location. The File Box is only available to Employee users that have been granted the appropriate permissions.

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Upload Files

There are many ways to upload when using ShareFile desktop. You can upload both files and folders, as well as upload multiple files simultaneously. Once you have chosen a file for upload or dragged a file to the app, it will be uploaded. Upload times may vary based on your connection, the size of your file, and the number of files being processed.

Click the upload button at the bottom of the app

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or

Drag and drop files wherever you want them

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or

Copy and Paste a file directly into the app

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Download Files

There are many ways to download files with the ShareFile Desktop app. You can download files and folders, as well as download multiple items simultaneously.

To download a file, you can do one of the following:

  • Double-click the file
  • Ctrl+Click the file and select Download
  • Select the file(s) and choose the Download option at the bottom of the app.
  • Drag the file to a location on your Mac
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Currently, you must download a file to your Mac in order to preview, view, or access it.



View Queue

You can view the progress of uploads and downloads in the Queue. You can access the Queue using the drop-down menu in the upper left.

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Share Files

You may share multiple files simultaneously by selecting them and using one of the options listed below. You can share files in one of two ways: Email with ShareFile or Copy a Link, as well as customize the relevant options before sending the message or generating the link. Accounts with View-Only Sharing enabled may share files as view-only.

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To share files, do one of the following:

  • Click the item(s), then choose your Share option in action menu at the top, or the Share option in the bottom bar
  • Ctrl+Click a file and select your preferred Share option.



Email with ShareFile

A secure message will be sent via the ShareFile email system. Access the Message Options tab to configure notification and security settings for this individual message. The options available to you will vary based on your account type and permissions.

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Copy a Link

Clicking Copy a Link will automatically place a link to the file in your clipboard. You can paste the link into your preferred browser, email, or chat program.

If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message. The options available to you will vary based on your account type and permissions.

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Initiate Approvals / Workflows

You may send a file for approval or feedback from the Desktop app. To do so, access the file’s Share options as depicted in the screenshots above, and select the appropriate workflow option.

Note: this feature is only available for accounts that support workflows.

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Click here for more information on Approval workflows and settings.


Preview files with Desktop for Mac

You can preview supported file types right from the Desktop for Mac app.

To preview a file, control-click the file you wish to preview and select the Preview option. The preview will load in a separate module.

Note: Not all file types are guaranteed to generate as a preview via the Desktop app. Unsupported files will not display a Preview option. For a full list of supported file types, please refer to this article. In the event your account has file preview restrictions, those restrictions will also apply in the web application.

Note: Previews for .xlsm and .ppsx files are not currently supported.

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Grid View

Adjust how your files and folders are displayed with the Grid View button. Note: Not all file types will generate a thumbnail preview.

This feature requires Mac OS X 10.11 or 10.12.

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Request Files

You can quickly request files to a specific folder on your ShareFile account. You may send request via the ShareFile email system or generate a link you can copy and paste into your preferred program.

To request files:

Access the Actions menu in the top of the app and choose Request Files

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Or

Ctrl-click an empty space in the folder of your choosing and select Request Files

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If requesting files via the ShareFile email system, you can customize your notification and security settings for this particular message. You can also change the destination where files will be uploaded.

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Clicking Copy a Link will automatically place a link in your clipboard. You can paste the link into your preferred browser, email, or chat program, and your coworker may use the link to upload files. If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message.



Manage Files

Using the ShareFile Desktop app, you can quickly manage your files in a variety of ways. Ctrl-click a file or files to access different actions. Files and folders can be downloaded, shared, copied, moved, renamed, deleted, checked out, and noted.

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Move Files

You can drag and drop files and folders to other locations on your ShareFile account within the ShareFile Desktop App. When selecting to move a folder or file manually, you must select the destination in the folder tree. You may also create a new folder within a destination where you have upload permissions.

If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.


Manage Folders

The ShareFile Desktop app preserves the granular folder control available in the web application. Once created, you may name the folder. You may download, share, copy, move, rename and delete folders by Ctrl-clicking the folder itself, assuming you have the required permission for your desired action. You may also make the folder a Favorite Folder in the Status column.

To create a folder:

Click the Create Folder icon at the bottom of the app

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or

Ctrl-click the location where you wish to create a folder and choose the Create Folder option

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File Versioning

Accounts with File Versioning enabled can view previous versions of files by clicking the blue icon shown below.

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Check In / Check Out

ShareFile Desktop supports the check in check out feature. To check out a file, Ctrl-click a file and select Check Out. A checked out file is indicated by an orange icon in the Status column.

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Once you are finished working on the file, you can check in the file by Ctrl-clicking the file in the ShareFile Desktop app and selecting Check In. You must upload the new file by dragging or selecting the file.



ShareFile Connectors

The ShareFile Desktop App allows access to SharePoint and Network Shares. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download, upload or modify files within your SharePoint or Network Share locations depends on your permissions in those locations.


Personal Cloud Connectors

The ShareFile Desktop App allows access to Personal Cloud Connectors such as Dropbox, Google Drive, OneDrive and Box. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download files within these connectors depends on your permissions in those locations.

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You may download files from the other services.

Note: Not all file and folder actions are available for files stored in other cloud storage services.

Offline Status Indicator

If you experience connectivity issues resulting in the loss or interruption of an internet connection, a message will be displayed at the top of your Desktop App. The app will attempt to reconnect.

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Preferences and Log Out

You can access app preferences and the Log Out option from the Apple Menu bar.

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Preferences include the below options:

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Remove User – Use this button if you wish to log out of the currently logged in user.

Enable Auto-Login – Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.

App Window – Adjust what happens to your app upon closing.

Default Share Settings – These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.


App Launch at Login

By default, the ShareFile Desktop App for Mac will launch when you log onto your Mac device.

This setting can be disabled in your System Preferences, under Users & Groups > User > Login Items.

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Related:

Connecting to Drive Mapper

Download Drive Mapper

Drive Mapper can be downloaded from the Apps section of your ShareFile account, or the Citrix Downloads page.

For an MSI version of the Drive Mapper tool, please see the Citrix Downloads page.


Article Contents (click a link to skip to that section)

Encrypting File System

ShareFile data downloaded via Drive Mapper is cached to the local disk of the user’s computer. The persistence of this data will vary depending on usage and settings for cache handling. Drive Mapper will encrypt the data on the local disk by default, unless disabled via policy.

There are two methods which may be used to encrypt the cached files on disk. The default method is to use the built in Windows Encrypting File System (EFS). The below prompt will appear for customers that recently upgraded to v3.4.110.0 or later.

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If EFS is not available, Drive Mapper will use its own encryption method to protect the files and no action is required from the user end.


Note Regarding Drive Mapper and Antivirus Programs

Antivirus scans of the Drive Mapper file location can generate unwanted download notifications, depending on your notification settings. To avoid receiving a large amount of download notifications unexpectedly, ShareFile recommends adding the Drive Mapper app as an exception to your antivirus program.


Requirements

This app is available for Employee users. Client users cannot use this app.

The following environments are supported:

  • Windows 10 (x86 and x64)
  • Windows 8.1 (x86 and x64)
  • Windows 7 SP1 (x86 and x64)
  • XenDesktop 7.6
  • XenDesktop 7.7
  • XenDesktop 7.8 (requires v3.1.124.0 or later)
  • XenApp 6.5 (requires v3.1.124.0 or later)
  • XenApp 7.6
  • XenApp 7.7
  • XenApp 7.8
  • Citrix Profile Management 5.x
  • Windows Server 2008R2
  • Windows Server 2012R2
  • Windows Server 2016

Install Drive Mapper

Once you have downloaded the installation file from the Apps section of your account, run the installation file ad complete setup. Once installed, you will be prompted to enter your ShareFile account credentials.

Once Drive Mapper has been installed, you may select it from your Programs list in the Start Menu, as well as view it from the “Computer” section of your Windows Explorer window.

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Drive Letter and Cache Settings

You may customize the Drive Letter and Cache within the Settings menu. Access this menu by right-clicking the ShareFile icon in your task tray or accessing Drive Mapper from the Programs menu. A low cache setting may impact your ability to work on certain file types.

ShareFile data downloaded via Drive Mapper is cached to the local disk of the user’s computer. The persistence of this data will vary depending on usage and settings for cache handling. Drive Mapper will encrypt the data on the local disk by default, unless disabled via policy.

There are two methods which may be used to encrypt the cached files on disk.

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Single FolderMounting

You are able to map a single accountsubdirectory to the ShareFile data location using Group Policy Setting.

Policy Name : Account Subdirectory

Location In Group Policy Editor : UserConfigurationPoliciesAdministrative TemplatesShareFileDrive Mapper


Right-Click Menu – Share a File

You may share files from within the Drive Mapper location. To do so, right-click a file and access the Drive Mapper options. Choose how you wish to share your file. Generate a link to copy and paste where you see fit, or choose the ShareFile Email system to automatically generate an email message containing a link to your file and a brief description of the file being sent. You can customize the default expiration policy for shared items in the Settings menu. Note: If configured, Administrator settings will override your local expiration policy settings.

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Check In Check Out

This feature requires Drive Mapper v3.4.110.0 or later.

Right-click on a file to view the Check Out option.

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Once files are checked out, they will be denoted by the orange check out icon. To view the status of a file or check in a file, right-click it and access the appropriate option.

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Access Personal Cloud and Office 365 Connectors

This feature requires version 3.5 or later. Note: Files and folders cannot be moved within Personal Cloud Connectors.

In order to access Personal Cloud or Office 365 locations from within your Drive Mapper app, the Connectors must first be created. Click here for information on how to create these Connectors.

Once your Connectors have been created and authenticated, you can view the locations from within the Drive Mapper file directory, as shown below.

(Note: You can unlink Personal Cloud Connectors by right-clicking the connector folder and choosing the Unlink option.)

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Access Restricted Zones, Network Shares, or SharePoint

When attempting to access one of the above, you will be prompted to enter your credentials.

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Moving files within Network Shares and SharePoint Connector locations is supported on v3.4.110.0 or later.

Switch Account

To sign into a different ShareFile account, access the Account tab of the settings menu, and click Logoff.

Exclude File Types from Drive Mapper

ShareFile automatically prevents the following file types from being synced: .pst.

To add or remove a file type on the exclusion list, navigate to Program FilesCitrixShareFileDrive MapperShareFileDriveMapper.exe.config and edit the file with Notepad.

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Drive Mapper and Archiving Accounts

Archiving accounts cannot rename files or folders.

Because of this, accounts with Archiving enabled are currently not be able to use the “Create New Folder” button to create new folders in the Windows Explorer window, since this function will first “create” a new folder with the default New Folder folder name, then attempt to “rename” the newly created folder.


Troubleshooting – Submit Logs

You can submit logs to ShareFile Support from the About tab of the settings menu. Please enter a detailed description of your problem when submitting logs.

Adding a Folder in “Shared Folders”

Adding a folder directly to the root within “Shared Folders” is not supported in Drive Mapper. If you need to add a new root level folder, you will need to login to the web application to add the folder and it will display in Drive Mapper.

The error messaging you will see if you attempt to do this is –

Destination Folder Access Denied –

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And then – Location is not available –

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Available Localization

English, German, French, Spanish, Russian, Dutch, Portuguese, Japanese, Korean and Simplified Chinese.

Related:

Sync for Mac User Guide

Looking for instructions on how to install ShareFile Sync for Mac? Click here!


Sync Dashboard

ShareFile Sync for Mac version 2.4 and later includes a Dashboard you can view from your Task Tray. The Dashboard feature requires Mac OS X Yosemite and later. Users on earlier operating systems can access the below options as they were present in Sync for Mac 2.3

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You can view currently syncing and synced files, currently checked out files, start or pause the Sync process, open your root Sync location, launch the ShareFile website in your default browser, access Sync Preferences or Exit the Sync program all from this Dashboard.

To open a file in its native program, double-click the file. This requires that you have a compatible version of the file’s program installed on your machine.

The Dashboard will also provide you with details for various errors you may encounter while syncing. Click the orange icon to access these details.

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Launch website

To reach the homepage of your ShareFile account, access the Dashboard, then select Launch website.

To go directly to a particular folder in the ShareFile web application, Control-Click the Folder in Mac Finder, select ShareFile and then click Open Folder.This will open a browser window directly to that folder’s URL.

Sync additional folders

In addition to your Personal Folders, you can choose to sync Shared Folders or Favorite Folders. To do so, access the Dashboard, then select Preferences.

Next, click the Edit button beneath ShareFile Folders. From this menu, you can view your Shared Folders and Favorite Folders by clicking the appropriate tabs.

Note: Removing a folder from your list of synced items will move that content to your computer’s Recycle Bin.

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Accessing the synced folder

To quickly access the local syncing folder, access the Dashboard and click the Folder icon as shown below.

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You can also access the folder by clicking the ShareFile link that was automatically added to your Favorites sidebar in Finder.

Within the synced ShareFile folder, you will see 3 folderrs: Personal Folders, Shared Folders, and Favorite Folders.

You can navigate to any of your synced folders here. To upload a file or folder to ShareFile, move or drag the file or folder to within Personal Folders or within a shared or favorite folder.

You will not be able to place or save files or folders at the ShareFile, Shared Folder or Favorite Folder root levels. Please navigate within Personal Folders or within a shared or favorite folder to do so.

Icons on the file or folder will let you know when an item is currently syncing or if an error has occurred.

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Should I sync Favorite Folders that are already in my Personal Folders section?

  • No, as all folders and files in your Personal Folders are automatically synced by default, unless you edit your synced items manually.
  • Doing so will sync the files in two different locations and will cause unnecessary uploads and downloads.

Can I use Sync to upload files to a folder if I don’t have Upload permissions on it?

  • No, you cannot add files to the local folder location. If you attempt to do so, you will receive an error message.

I have a large amount of files in the Personal Folders section of my account…

  • Users with more than 250,000 files in their Personal Folders may experience issues with the ShareFile Sync for Mac tool.



Deleting Files from Sync Location

When you delete a file from your sync location, it is moved to the Trash. If you share a sync location with another user and you delete a file, the file will be moved to the local Trash folder AND the local Trash of any user currently synced to that location.

Renaming Folders in the Sync Location

As a best practice, ShareFile recommends renaming folders in the ShareFile web application, and not locally. When renaming folder directories locally, Sync will need to perform a new upload or download of data, which may not be ideal for certain use cases.


Create links to files

To create a link to a file, Control-Click any file and select the ShareFile option. You can choose to have the link copied to your clipboard or to have it placed in a new email message using the Email link option. A link created by this method will not require the recipient to log in or enter their name and email address, and therefore will show up in reporting as “Anonymous.” This link will be valid for one week and you will not be notified when the file has been downloaded.

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Finder Toolbar

Users on Mac OS X 10.10 and later can access the above options in the Finder toolbar.

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Move File to ShareFile

You can quickly move files located on your device into your ShareFile account. To do so, right-click the file and select Move to ShareFile. The file will be added to your ShareFile account.

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Change Link Expiration Settings

When sharing files from your Sync app, the expiration date of your download links is dictated by the Expiration Policy. You can modify the default Expiration Policy in the Preferences menu. To do so, right-click the Sync icon in your system tray and choose Preferences.

Check In Check Out

You may check out files using the ShareFile Sync app. This feature requires ShareFile Sync for Macversion 2.1.113 or later.

You may check out files in the ShareFile context menu, as shown below. The file will remain checked out for 24 hours. During this time, you may discard your check out, or check in the updated file by accessing the context menu once more. The orange check out icon indicates that the file and folder is currently checked out. While a file is checked out, it is read-only. Please note that the creation of a file under a new name will create a new file in your account, rather than modify the checked out file.

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Help Menu

Users can access the Help menu by accessing the Dashboard and then clicking Help.

Submit Logs

Users can submit troubleshooting logs directly to ShareFile Customer Care. The Logs option can be found in the Preferences menu. Click the About button. You may view the logs locally or submit them directly to ShareFile.

Special Characters

The following characters should not be used in folder or file names.

  • /
  • .
  • ,
  • :
  • ;
  • *
  • ?
  • <
  • >
  • A filename ending with a period without an extension
  • File names with leading or trailing whitespaces.

Related:

Sync for Mac


Install ShareFile Sync for Mac

To download the sync tool, log in to your ShareFile account, click Apps in the navigation bar and then locate Sync for Mac. Click the Download button to download the installation file. Once the installation file has been downloaded, double-click the installation file. First, double-click the ShareFile icon to begin installation.

You will be prompted to enter the email address associated with your ShareFile account. You may also select additional folders to sync. Use the folder tree to select which files within your Personal Folders to sync. (You can modify which folders you wish to sync later in the Sync Preferences.

Note: Removing a folder from your list of synced items will move that content to your computer’s Recycle Bin.

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Setting the sync location

To change the sync location on your Mac, access the Dashboard then select Preferences.

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Access the folder location beneath Sync Location in order to change it. Please note that in order to change the sync location, the destination you select must be an empty folder.

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Customizing sync access

Support for selective enablement of the sync tool allows you to limit access to specified users, typically those with managed or corporate devices. This feature is only available to Enterprise plans.

To use this feature with a ShareFile account that has the sync tool access set to Disabled, you must specify a custom key that is generated by your ShareFile administrator. ShareFile administrators can set this key by clicking Admin in the top navigation bar of their ShareFile account and then selecting Power Tools in the sidebar.

Under Sync, administrators can select Disabled to enter a custom 256-bit key.

On ShareFile Sync for Mac, this generated key must be added via Terminal.

To do so, run the following command, inserting the Generated Key where indicated:

  • defaults write com.citrix.sharefileFL.SFSyncEngine CustomSharedKey <EnterGeneratedKeyHere>

Additional Notes

Citrix ShareFile Sync for Mac supports StorageZones. (Restricted Zones are not supported).

This tool auto-updates. It will check for updates every day, and will only prompt for an administrator’s password when certain files that require system changes are updated. The auto-update feature can be disabled for an account by contacting ShareFile Support.


Unlink Your Account

To unlink your account, click the Unlink button in the upper right when viewing the Preferences menu.


Uninstall Sync for Mac

ShareFile recommends the following for Advanced Users. If you have a significantly large amount of data stored with your ShareFile Sync for Mac app, please consult your ShareFile Administrator prior to completely uninstalling the app.

Sync for Mac installations include an “uninstallSync.sh” file. To perform a clean uninstall of Sync for Mac:

  1. Exit Sync for Mac
  2. Run the following command in Terminal.
  • sh /Applications/ShareFile.app/Contents/uninstallSync.sh

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.)

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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.

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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.

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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:

Common Questions Related to Billing FAQs

This article answers some common questions related to Billing matters.

Contents (click a link to skip to that section)


Invoice Billing Notification Sent on 2/21/17

If you are an Administrator user on a ShareFile account utilizing Invoice billing, you may have received an email from reply@sharefile.com about upcoming improvements to the Invoice billing experience.

Click here to view an article discussing those improvements in greater detail.

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When Does Billing Occur?

Billing cycles vary by country, please reference your location below for specific billing information:

For Customers Located Outside of the UK & Germany:

Billing cycles for locations outside the UK and Germany will start on the 1st of the month. ShareFile will prorate your first charge based on the number of days left in the current month and your billing cycle. All subsequent charges will be billed on the 1st of the month based on your billing cycle. In the event of account cancellation, you will not be billed further.

Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features. If you believe ShareFile has billed you incorrectly, you must contact ShareFile no later than 60 days after the closing date on the first billing statement in which the error or problem appeared, in order to receive an adjustment or credit. Inquiries should be directed via phone or email at support@sharefile.com

For Customers Located in the UK and Germany

All billing cycles will start on the day of your order and you will continue to be billed on this same day each month on an ongoing basis. If a month is shorter in duration than your typical billing date, your account will be billed on the final day of that month. In the event of account cancellation, your account will continue to be active through the final day of your current billing cycle and you will continue to have service through this date. Your subscription will not renew following the end of your current billing cycle.

Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features. If you believe ShareFile has billed you incorrectly, you must contact ShareFile no later than 60 days after the closing date on the first billing statement in which the error or problem appeared, in order to receive an adjustment or credit. Inquiries should be directed via phone or email at support@sharefile.com

Change Credit Card Information

Account administrators or an Employee user with the “Edit Billing Information” permission can modify billing information from within the ShareFile web app. To do so, access Admin Settings > Billing > Edit Billing Info (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Billing Information in the sidebar.)

When modifying your billing information, you must re-enter your Credit Card information even if certain numbers/values have not changed.

Your credit card information can also be updated by phone.

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Modify a Billing Plan

ShareFile offers invoice billing to accounts on annual billing cycles. Monthly, quarterly, and annual cycles are available.

To change your billing plan, access Admin Settings > Billing > Request Plan Changes (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Request Plan Changes in the sidebar.)

If you wish to switch to invoice billing, please contact ShareFile Support. Only employee users with the request plan changes permission can alter your billing plan.

Modify my ShareFile Plan

Only account administrators or users with the request plan changes permission may perform this action. To change your billing plan, access Admin Settings > Billing > Request Plan Changes (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Request Plan Changes in the sidebar.)

Select the plan type you wish to use, and enter the amount of licenses you wish to add. Your billing estimate will be indicated at the bottom of the screen. You may also enter your billing information in this menu if converting from a trial to a paid account. Click here for a detailed list of ShareFile plan types and the features available to each.

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Once you have requested a plan change, ShareFile support will review your request and email the billing contact on the account a confirmation of the changes. Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features.


View or Print Receipts and Billing Notifications

To view or print receipts or sign up for Billing Notifications, access Admin Settings > Billing > Receipts and Billing Notifications (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting View/Print Receipts in the sidebar.)

This link will only be available after your first billing and can only be accessed by employee users who have the “View Billing Receipts” and “Access Account-wide Reporting” permissions. This section will store all receipts for the entire length of your account.

There is an option to receive an email notification every time your account is billed and you can turn it on by selecting the check box for Send email notification when my account is billed. Select the check box and then click Add additional recipients to add a user that will receive Billing notifications.

Note – The Add Additional Recipients function is only available for accounts that pay via Credit Card. If you pay for your account via invoices, please contact ShareFile Customer Support to arrange for additional billing notification recipients.

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Bandwidth

Bandwidth is a measure of the total data transfer activity on an account. Every time a file is uploaded or downloaded using your ShareFile account, bandwidth is used. Bandwidth is recorded on your account for any downloads, both complete or incomplete. Uploads count toward your bandwidth if they have been completed. Bandwidth resets to zero on the first of every month. Bandwidth and Storage can be checked in the Admin section of your ShareFile account.

If you exceed your monthly bandwidth, you will be charged a small overage fee to cover the amount of bandwidth used. When you reach 80% of your bandwidth limit for the month, a notification email is sent to the billing contact on your account warning that you are approaching your bandwidth limit. Another notification is sent when you reach 100% of your account’s bandwidth limit. If you exceed your bandwidth limit for the month, your account will continue to function and employees/clients will still be able to upload/download files without interruption. At the end of the month, your bandwidth overage will be totaled and you will be charged a per megabyte usage fee. Please note that the fee is dependent on your plan level. You can also purchase additional bandwidth on your plan, which is more cost-effective than the overage fee. You can purchase additional gigabytes of bandwidth to your account by accessing Admin Settings > Billing > Request Plan Changes.

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