Transfer Data Between ShareFile Accounts

Ways to Transfer –


Transfer Data using the ShareFile Desktop App (Windows users)

ShareFile Desktop allows quick and easy drag-and-drop functionality with a Download and Upload Queue, making local downloads and uploads simple.

Prerequisites

  1. Desktop App system requirements can be found here.
  2. Before we get started, create a folder on your local Windows computer where you can store folders and files when you download them from your account. We’ll stash files there and then upload them back to ShareFile later.


Download the Desktop App from the Apps section of your ShareFile account.


Once you have downloaded and installed the tool on your computer, sign in to your Current Account. You can now view the files stored in your Personal and Shared Folders locations using the drop-down menu.

Remember that local folder you created in the Prerequisites above? Drag the folders you wish to migrate from the Desktop App to the local folder on your computer.

The Desktop App supports Windows CTRL selection functions (ex: CTRL+Click or SHIFT+Click to select multiple items). As a best practice, we recommend dragging over one folder at a time, to avoid overloading Windows Explorer and making sure the Queue stays nice and orderly.


These downloads will automatically be queued for processing. You can open the Queue in a separate Desktop App window, to keep an eye on completed downloads. Since you are copying to your local Windows machine, the Windows Explorer progress bar may appear. This is normal. The speed of your download may vary depending on the quality of your internet connection.

Please wait until all data has been downloaded locally before moving on to the next step!

Now that you have downloaded local copies of all of your data, let’s transfer it to your new account.

First, sign out of the Desktop App by clicking the Settings icon and then selecting Remove User. This will log you out of your Current Account.

Now, sign back into the Desktop App using the credentials to your New Account. We can now begin uploading data into your New Account.

Simply drag the folders from your local folder directly into the Desktop App. Just like with the downloads, you can monitor the progress of your uploads using the Queue.

Typically, (empty) Folders are uploaded first and then the individual items within those folders are uploaded one at a time. The speed of your uploads may vary depending on the quality of your internet connection.

Once your upload is complete, you have successfully transferred data from your old account to your New Account!



Transfer Data using the ShareFile Desktop App (Mac users)

A Mac-friendly version of the Desktop App is currently in development. In the meantime, the
Desktop Widget supports drag-and-drop uploads and downloads.


Transfer Data using the ShareFile Web App

You can use the ShareFile web app to download the data from your Current Account, then upload that data to your New Account in another browser window.

Prerequisites

  1. A supported web browser
  2. If you plan to upload entire folders, you’ll need to use one of the following options:
    1. the latest version of Google Chrome, or
    2. Internet Explorer or FireFox with the latest version of Java installed

First, open a web browser and sign into your Current Account. Once you’re logged in, you can begin downloading your data to your computer.

Depending on where files are stored, you can select multiple files and folders to download at once. To do so, use the check boxes on the left and click the Download option that appears in the context menu. The ShareFile system will then prepare your download.

Depending on the size and number of files selected, preparation may take a few minutes or more. If your download fails to prepare, consider selecting a smaller amount of items to download.

When downloading multiple items, ShareFile automatically arranges your data into a single compressed file. Keep track of where you are downloading your data on your computer, as we’ll need to locate it again in the following steps.

Once you have downloaded all of the data from your Current Account, it’s time to upload that data to your New Account.

Upload to your New Account

Log out of your Current Account and open a new window or tab. Navigate to your New Account and sign in with the appropriate credentials.

Now, depending on your browser type, you can upload your data in a few ways.

Upload Folders with Google Chrome

Google Chrome users can quickly upload folders to their account by dragging the folder into the web browser window. Users can also access the Upload menu and select files using the Browse option.


The folder will automatically be created, and all contents uploaded to ShareFile. Please do not reload your page or navigate away from your folder directory while the upload is in progress. The speed of your uploads may vary depending on the quality of your internet connection.

Upload Folders with IE or FireFox

Users on the latest version of IE or FireFox must upload folders using the Java Uploader Tool. Click here for information on how to do so.

Once your uploads are complete, you have successfully transferred data from your old account to your New Account!

Transferring Large Amounts of Data

If you need to transfer extremely large amounts of data at once, consider using the ShareFile Migration Tool to upload significant amounts.

Note – This tool requires that the files first be present on your local computer. In most cases, you will need to first download the data from your Current Account before using the SFDMT to upload it to your New Account.

Click here for information on the ShareFile Data Migration Tool.

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Request a File in Workspace

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

Request with Workspace Get a Request Link you can send yourself Request Files to a Specific Folder


Request with Workspace

Request with Workspace allows you to send your file request via Workspace’s email system. With this method, the recipient receives an email message containing a secure link to upload the file(s).

Click Request Files from the Dashboard, then choose Request with Workspace

User-added image


Customize Your Message Before Sending


  1. Enter a Recipient for your message. You can enter an external user’s email address manually, or select users from your address books or distribution groups.
  2. Request files will be uploaded to allows you to select where you want the uploaded files to be stored.
    • Files are uploaded to the File Box by default.
    • Remember, files that are in the File Box for longer than its default retention policy will automatically be deleted by the system.
    • If you want to be able to access the uploaded file beyond that retention period, select a different upload location or move it out of the File Box.
    • Files cannot be uploaded to the root of Shared Folders or Favorite Folders.
  3. Enter a Subject for your message. You may enter additional text in the Body of your message if needed.
  4. Edit Message Options allows you to customize the following:
    • Send me a copy of this email – Receive a copy of the email message
    • Email me when files are uploaded – Receive a notification email when the upload link is used by your recipient
    • Require recipients to log in – Require that recipients log in with their Workspace account (or create one)
    • Access expires – Set how long you want the upload link to be accessible
  5. Click Send when ready. You will receive confirmation that the request was sent successfully.

Get a Request Link

Get a Link allows you to quickly obtain a secure upload link you can share. With this method, Workspace generates a link that you can copy and paste.

Click Request Files from the Dashboard, then choose Get a Link

User-added image


Customize Your Link Before Generating

  1. Request files will be uploaded to allows you to select where you want the uploaded files to be stored. Use the folder tree menu to select a new destination.
    • Files are uploaded to the File Box by default.
    • Remember, files that are in the File Box for longer than its default retention policy will automatically be deleted by the system.
    • If you want to be able to access the uploaded file beyond that retention period, select a different upload location or move it out of the File Box.
    • Files cannot be uploaded to the root of Shared Folders or Favorite Folders.
  2. Edit Link Options allows you to customize the following:
    • Email me when files are uploaded – Receive a notification email when the upload link is used by your recipient
    • Require recipients to enter name and email – Require that recipients enter their name and email address before they upload files. This is for tracking purposes.
    • Access expires – Set how long you want the upload link to be accessible
  3. Click Get a Link to generate the final link that you can then copy and paste.

Request Files to a Specific Folder

To have files uploaded directly to a folder through a request, navigate to the folder where you want files sent and click the Request Files link in the + menu to the right of the folder name.

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7023234: Expired Java applets in Filr

This document (7023234) is provided subject to the disclaimer at the end of this document.

Environment

Micro Focus Filr 3

Situation

The Java applets which facilitate the use of the ‘drag-and-drop file upload’ and ‘edit-in-place’ features in the Filr Web interface, expired on August 1st, 2018.

As a result, end users may experience one of the following issues:

a. Unable to add files via the drag-and-drop file upload (for browsers that do not support HTML5 file uploads or when using the CTRL + Add Files in a browser with java support)

b. Unable to edit files via the Edit This File option in the Web interface

Resolution

These applets have been updated to renew the validity until July 27th, 2021 via the online update Filr 3 Security Update 4 available over the Filr 3.0 update channel.

Note: Clearing the Java cache may be needed, see here for how to clear the Java cache on a client machine.

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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How to Upload Files Using ShareFile Desktop App for Windows

This article describes how to upload files using ShareFile desktop app for Windows.

Background

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.

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