ShareFile Data Migration Tool – Data and Permissions Mapped to Shared Folders

Transfer Type – Data + Permissions – Mapped to Shared Folders:

  1. Select a directory to transfer: Use the browse button to select the source folder that you wish to migrate to ShareFile
  2. Configure folder permission options:
    • Folder ownership only – Migrates only the folder ownership. Files and Folder would be migrated to the admin’s Shared Folder and would be shared with the users who own a specific file/folder.
    • Folder ownership and access permissions – Migrates folder ownership along with the permissions. Files and Folder would be migrated to the admin’s Shared Folder and will be shared with the users who own specific files/folders and with users who have certain permissions on the folder.
  3. Configure transfer options:
    • Schedule transfer – Allows you to schedule the migration in a specific time frame.
    • Don’t upload files with more recent modified time on ShareFile – Enabling this option would not upload files when most recent file is present in destination folder selected in ShareFile.

After all the configurations are done, click on Continue button.

User would be prompted with Connect to Active Directory

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User who has launched this application – If the current user logged in on the machine running the tool is domain user, then tool would automatically take those credentials to connect to that domain AD

Any other user – If user wants to connect to some other domain.

Note: It is recommended to run the tool on a machine which is connected to the domain from which the user’s details are being fetched for ownership and permissions migration.

Once all option are selected and clicked on Continue button, you will be provided with Pre Migration view

  1. Migration type – Specifies the type of transfer selected by the Admin
  2. Source – Specifies the location from where the data is being migrated
  3. Total number of files – Count of files being migrated
  4. Total Size – Total size being migrated
  5. Expected Time – Approx. time that would be taken for the migration
  6. File Types Excluded – Displays list of file types excluded. “Exclude” link provided to exclude any files from migration.
  7. Items Unable to Transfer – Displayed files/folders which are inaccessible and would not be migrated. If there are any files /folders which are inaccessible then link to Review the same would be provided.

Permissions Mapping:

NTFS Permissions ShareFile Permissions
Download Upload Delete Admin
Full Control Yes Yes Yes Yes
Modify Yes Yes Yes No
Read and Execute Yes No No No
List folder contents Yes No No No
Read Yes No No No
Write Yes Yes No No
Special Permission
Traverse folder/ Execute Files Yes No No No
List folder / Read data Yes No No No
Read Attributes Yes No No No
Read extended attributes Yes No No No
Create files / Write data Yes Yes No No
Create folders / Append data Yes Yes No No
Write Attributes Yes No No No
Write extended attributes Yes No No No
Delete Subfolders and files Yes No Yes No
Delete Yes No Yes No
Read permissions Yes No No No
Change permissions Yes Yes Yes Yes
Take Ownership Yes Yes Yes Yes

Related:

ShareFile folder activity notifications

Users that have access to folders can also receive email notifications when files are uploaded and downloaded to the account. Users with access to a folder can subscribe to email notifications using the checkbox at the bottom of the folder contents. Applying to subfolders is not available when subscribing to notifications using the checkboxes in this way.


Admin users on a folder can set their own upload and download notifications via the Folder Permissions menu toward the bottom of the page. Using this option, you can use the checkbox shown below to apply your notification settings to any subfolders currently stored within the folder.


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How to use Selective Sync in ShareFile Sync

To sync additional folders, right-click the ShareFile icon and select Preferences… in the Settings menu as shown above.

Under the Synced Folders tab, use the checkboxes to designate which folders to sync. Click Apply to save your changes.

Any folders that you choose to sync will also sync subfolders contained within. Removing a folder from your list of synced items will move that content to your computer’s Recycle Bin.

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Citrix Files for Windows Error Drive 'Location is Not Available'

Problem

After installing Citrix Files for Windows, the userreceives the following Drive error: Location is Not Available.

The application logs show that the drive mounts successfully however the S: Drive is not located in the File Explorer as intended.

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ShareFile folder permission descriptions

The folder permissions detailed below allow for user-specific folder functionality. Each user on the folder can have their own permission set. To change folder permissions for an individual folder, navigate to that folder and access the People on this Folder menu. Use the check boxes to change permissions as needed. To manage folder permissions without navigating to them individually, click here.

Download permission

With download permission, a user has the ability to download any document in the folder to their computer or mobile device.

Download alerts

With download alerts, users will be notified via email that files have been downloaded from the folder. A user must be granted admin permission on the folder to be granted download alerts, as it will allow them to identify other users on the folder when they download documents.

Upload permission

Granting a user upload permission gives the user the ability to upload files or folders to the folder. With this permission, the user is also able to create subfolders within this folder. Any subfolders created will automatically inherit the parent folder’s permissions. The user creating the subfolder will not be able to manage users on the newly created subfolder unless they were also granted admin permission on the parent folder.

Upload alerts

With upload alerts, users will be notified via email that files have been uploaded to the folder. In order to be granted this permission, the user does have to also be granted the download permission. Users with download permission will also be able to grant themselves this permission through a checkbox on the folder.

Delete permission

The delete permission grants a user the ability to delete files within the folder that they did not upload. Note that by default, all users are able to delete files that they uploaded to the folder. This can be turned off for an account by an administrator’s request to ShareFile customer support .

Admin permission

A user granted admin permission has the ability to manage folder access on this folder and can add or remove users. They will also be able to edit some folder options. Note that the user listed as Owner (usually the creator of the folder) may not be removed by any user.

View permission

Granting a user view permission allows them to view a document without downloading it. A user must be granted just view permission if you desire them to view the document with a watermark. If you grant a user download permissions on the folder, they will automatically be granted view permissions as well. Only VDR accounts and storage zones accounts with View-Only Sharing have the ability to grant View permissions.

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ShareFile Data Migration Tool – Data Only

Transfer Type – Data Only

Option used to migrate only data from source to ShareFile.

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  • Select directory to transfer : Use the browse button to select the source folder that you wish to migrate to ShareFile.
  • Choose destination : Select the upload destination folder within your ShareFile account.
  • Configure transfer options :
    • Schedule Transfer – Allows you to schedule the migration in specific time frame. Enable the option and select the scheduler.
    • Create a root folder to contain the transferred folders -This will create a folder on the root level and migrate all folders from this transfer inside of it
    • Don’t upload files with more recent modified time on ShareFile – Enabling this option would not upload files when most recent file is present in destination folder selected in ShareFile.

Once all option are selected and clicked on Continue button, you will be provided with Pre Migration view

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Pre-Migration View

1) Migration type – Specifies the type of transfer selected by the Admin

2) Source – Specifies the location from where the data is being migrated

3) Destination – Specifies the location to which the data is being migrated to

4) Total number of files – Count of files being migrated

5) Total Size – Total size being migrated

6) Expected Time – Approx. time that would be taken for the migration

7) File Types Excluded – Displays list of file type
s excluded. “Exclude” link provided to exclude any files from migration. Below view would be presented when clicked on same.

  • User can unselect the file types which needs to be excluded as part of migration.
  • Once un-checked the file types to be excluded , Click on Next Button.

If “Limit Transfer to certain file types” option is enabled – Below screen would be displayed.

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8) Items Unable to Transfer – Displayed files/folders which are inaccessible and would not be migrated. If there are any files /folders which are inaccessible then link to Review the same would be provided. Below view would be provided clicking on same.

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Files and Folders would be inaccessible if the user who is currently logged in does not have required permissions or if files are being currently used by other applications. Resolve the permission issue or close any application using the files and proceed with migration.

Note – Files/Folders which are inaccessible would not be migrated. You can still click on Transfer Files to proceed with the migration even when there are inaccessible files/folders.

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ShareFile – Unable to Deny Super User Access to Folders/Files

There is no way edit Super User permissions on files and folder. Super Users were designed to be able to have full admin access to files and folders You can’t move, edit or delete files without “Delete” permissions, and in order to have “Delete” permissions, users must have download permissions on the folder.

You can take users in and out of the Super User group and also hide the Super User group appearance with the folder permissions but you cannot take the permission away.

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