ShareFile: Personal Cloud Connectors


Notes and Limitations Supported Apps Enable a Cloud Connector Enable an Office 365 Connector
Interacting with Data on your Connector using ShareFile Apps


Notes and Limitations

Feature Availability
  • ShareFile Advanced, ShareFile Business, ShareFile Enterprise, Workspace Premium, and Workspace Premium Plus plans include this feature. For more information regarding plans and features, click here.
  • Due to compliance concerns, this feature cannot be used by users utilizing:
On-Prem Customer Restrictions
  • Personal Cloud Connectors are supported for accounts utilizing Customer-Managed storage zones that are associated with Citrix-Managed storage zones.
  • This feature is not available to accounts with no association to a Citrix-Managed storage zone including on-prem or tenant setups.
Limitations
  • File uploads to Personal Cloud or SharePoint Online currently have a maximum upload size of 200 MB per file.
  • File uploads to the OneDrive for Business Connector currently has a maximum upload size of 16GB.
  • Connectors must have a unique display name. Users are blocked from using a connector name that is currently in use elsewhere on the account.
  • Actions such as browsing folders or downloading files may fail when using Safari web browser. To resolve any issues, please ensure cookies are allowed in your Safari system preferences.
OneDrive Limitations See Recommendations for using OneDrive for Business connector via Citrix Files for Windows application for updates regarding the use of OneDrive for Business and Citrix Files for Windows.

Supported Apps

Web App Latest version
Mobile Apps iOS, Android, Universal Windows Platform
Desktop Apps Citrix Files

Enable a Personal Cloud Connector

A Personal Cloud Connector must be enabled by an Admin before it can be accessed. Only users with the Create and Manage Connectors permission can enable connectors on the account.

SharePoint Online Connectors require an additional step – see the following section of this article for more information.

Navigate to Admin Settings > Connectors to view all of the Connectors available for your account.

Click Enable to turn on that Connector for users on your account.

Once the Connector is enabled, you can manage Connector Access. By adding a user to the access list for a specific Connector, that user is able to use the Connector to link their account to another data storage service. Save your access changes to continue.

Note:

The Connector creator and the Super User Group are automatically granted access to the Connector type.


Once enabled, users with access automatically see the Connector.

Users are required to authenticate with their desired Connector service so that ShareFile can be authorized to interact with it.


Enable SharePoint Online Connector

SharePoint Online requires a few additional steps to ensure they work properly with ShareFile. Before taking any action in the ShareFile web application, you need to add the ShareFile app to your SharePoint Online site.

First, add the ShareFile App to your SharePoint Online site. Navigate to this site where you replace the ‘<Tenant>’ with your company/tenant name: https://<tenant>.sharepoint.com/_layouts/15/appStore.aspx/appDetail/WA104379108

Click the Add button, then follow the instructions.

User-added image

Important: In order for the app to function properly, please ensure that you take steps to Trust the ShareFile app when prompted, after it has been added.

Once you have installed the app using the link above, navigate to Admin Settings > Connectors. Here you can view all of the Connectors available for your account.

Click Enable for the SharePoint Online connector. You will be prompted to name the Connector and provide a Site URL.

Enter the URL path to your OneDrive for Business or SharePoint Online account. Enter the URL as follows, replacing “mysite” with your own domain/site name and adding the %loginname% wildcard where indicated. If you do not know your subdomain, you can find it in your web browser when you sign into OneDrive or SharePoint.

  • https://mysite-my.sharepoint.com/personal/%loginname%/Documents

  • ( or https://.sharepoint.com/SitePages/Home.aspx )



By adding a user to the access list for a specific Connector, that user is then able to use the Connector to link their account to another data storage service. Save your access changes to continue.

Alternatively add the Connector app to the respective SharePoint Online account if the above option does not work (as shown):
User-added imageUser-added image

User-added image

Enabling Consent for OneDrive for Business Users

SharePoint global administrators can consent on behalf of their users to avoid the Microsoft Trust screen. When enabled, the consent screen is bypassed for users when they log in to their OneDrive for Business Connector. To configure, after enabling the OneDrive for Business connector, access and login to the connector as an O365 administrator and click the ‘consent on behalf of your organization’ checkbox.

Once you have enabled the Connector, any user that has been granted access to it will see the Connector in their left navigation menu or on their Citrix Files for mobile or desktop application. Users must still authenticate with their desired Connector service so that ShareFile can be authorized to interact with it.

add-nav-menu-2.png


For customers on ShareFile for HealthCare plan, when 3rd party data storage services like Office 365 or Google Drive are accessed, an Authentication required warning displays.

nitin-new-image-1.png


Manage your connectors by navigating to Personal Settings -> My Connectors to disconnect a Connector.

User-added image

Access Personal Cloud Connectors from Citrix Files apps

Once you have configured Personal Cloud Connectors in the Citrix Files web application, users can access those data locations from within various Citrix Files mobile and desktop applications.


Access Personal Cloud Connectors on Your Mobile Device

Users have the ability to browse, download, upload, and edit files stored on other file sharing services within the Citrix Files mobile app. To access your Personal Cloud Connector on your mobile device:

  1. Sign in to the app and tap Personal Cloud.
  2. Any Connectors created in the web application will be listed in this menu. To access the content on the Connector, simply tap its name.
  3. You will be prompted to log in to your storage service in order to link it to ShareFile.
  4. Once authenticated, the data stored in your file sharing service will be displayed in the ShareFile interface.
User-added image
User-added image

Copy Data from a Service to your Citrix Files Account

This action can only be completed from the mobile app or the desktop app. This feature may not be available on all Citrix Files apps.

Citrix Files for iOS Instructions

  1. Locate the folder you wish to copy. Select the folder.
  2. Select the Copy option from the Action pane or action blade, or right-click the file if using the Desktop App.
  3. Customize the Destination you wish to copy the folder to by tapping Edit.
  4. Once you have chosen your Copy options, tap the Copy Folder button.
  5. The Copy process will be added to the Queue.

User-added image

Sharing Files from your Personal Cloud Connector

Requirements:


To share files from your connector:

  1. Locate the files you wish to share. Select the file.
  2. Select the Share option from the Action pane or action blade and choose Email with Citrix Files or Get a Link.
User-added image
User-added image

Delete temp folders from Citrix Files for Outlook

Delete temp folders

1.) In Microsoft Outlook, open the Outbox and verify if there are any emails. Please delete emails in the Outbox or Save them as Drafts.

2.) Click the Windows Start button and type: %appdata%

image.png


3.) Press the enter key when the Roaming folder displays in the list, or click it.

4.) Navigate to the following file path: C:Users%username%AppDataRoamingCitrixCitrix Files for Outlook

5.) Delete all folders with “temp-” in the name.

6.) Delete the “settings.cfg” file.

image.png

7.) Restart Microsoft Outlook and re-enter your ShareFile credentials and settings when prompted.

  • If you are not prompted to re-enter your credentials during the Outlook startup process, from the Outlook home tab click the Citrix Files button to loginimage.png


8.) Compose a new email with a Citrix Files attachment and attempt to resend it.

Related:

Citrix Files for Outlook unresponsive on or missing from Outlook Ribbon

TIP!

The information presented here applies to the latest version of Citrix Files for Outlook. To get the latest version of Citrix Files for Outlook, visit https://dl.sharefile.com/cfo.


Note – If apps and plugins are managed by an IT Administrator on your company network or within your office, please consult your local Administrator before attempting the following steps or contacting Citrix Support.

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