How to access files using ShareFile 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.

User-added image

Customers using HIPAA accounts receive a warning when 3rd party data storage services like Office 365 or Google Drive are accessed.

User-added image

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

  • ShareFile displays connected SharePoint document libraries and network files shares in supported ShareFile clients under Folders > SharePoint and Folders > File Shares. The credentials used to log on a user to ShareFile are also used to authenticate with SharePoint libraries and network file shares. If a user needs to use different credentials to access a connected library or share, the user must log out of ShareFile and then log on using the alternate credentials.
  • Basic Authentication does not support non-ASCII characters. If using localized usernames, ShareFile suggests using NTLM and Negotiate.
  • 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.
  • For customer using HIPAA accounts utilizing 3rd party data storage services like Office 365 or Google Drive is accessed, the following warning message displays:

    “Your account’s set up for HIPAA compliance. When connecting to third-party systems, Citrix can’t validate or guarantee the configuration of those systems. It’s your responsibility to ensure that you’ve set up your third-party environments to meet your HIPAA compliance needs”

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