Filr is macOS Mojave ready!

kdevadas

Apple macOS Mojave 10.14 comes with some really cool features—Dark Mode, Dynamic Desktop, Stacks, Improved Finder, and a lot more goodness. So, now that it’s available, we expect that you want to upgrade as soon as possible. But what’s the point of running Mojave if you can’t access, sync, share, and collaborate with your …

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Install and Use Citrix Files for Mac (Beta)

Install

Download the installer DMG. Open the installer package and follow the prompts to install Citrix Files. You will be required to provide an administrator password to complete the installation.

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After installation, a volume named “Citrix Files” will appear. You may access this volume by clicking on the ShareFile menu bar item and then clicking the folder icon. It will also appear in the Favorites sidebar in Finder windows. This volume displays all of the files and folders from your ShareFile account.

Sign in

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When starting the ShareFile Desktop app for the first time, you are prompted to sign in with your ShareFile Credentials.

Basic Operations

Citrix Files allows you to manage the files in your ShareFile account the same way that you would manage files normally through Finder.

Operation Description
Open and Edit

Double click on a file in the Citrix Files folder. Make any edits necessary and then save the changes.

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ShareFile uploads the edited file.

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Download

Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer.

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You may also copy and paste files and folders.

Upload

Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer.

You may also copy and paste files and folders.

Delete Right click on a file or folder and select Move to Trash.

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You may also drag files and folders to the trash.
Move

Drag and drop file(s) or folder(s) from one location in the Citrix Files folder to another.

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New Folder Create a new folder in Citrix Files folder.

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Icon Overlays

Files and Folders will have an icon overlay representing the status of that item. The following defines what each icon overlay represents:


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Right Click Menu


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When you right click on a file or folder within Citrix Files, you will see some additional options. These options give you access to the functions available in ShareFile for these items. Options will vary based on the types of files or folders you have selected, permissions, and account settings.

Operation Available For Description
Share Files and Folders Copy Link – Copies a ShareFile download link. Link settings will be determined by the Share options in your Preferences.

Email with ShareFile – Send a download link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a ShareFile download link

Initiate Approval – (For a single file only) Initiate an approval workflow on a file
Request Files Single Folder Copy Link – Copies a ShareFile upload link. Link settings will be determined by the Share options in your Preferences.

Email with Citrix Files – Send a upload link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a ShareFile upload link
Check Out Single File Check Out a file to prevent other users from making changes
View Details Single File or Folder View detailed information for a file or folder. The details window provides access to multiple file versions, notes, or checkout details
Refresh Contents Single Folder Folder contents should update automatically as changes are made, but you may refresh contents manually using this function

Additional actions are available under More Options.

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Operation Available For Description
Download Files and Folders For file(s) and folder(s), download allows you to download file(s) or folder(s) to a specific location on your computer.

Note: For improved performance, use this option for large file downloads or downloading a large number of items. These downloads are optimized for bulk operations and do not store data in the cache.
Upload Single Folder Right click on a folder and upload allows you to upload files and folders from a specific location on your computer.

Note: For improved performance, use this option for large file uploads or uploading a large number of items These downloads are optimized for bulk operations and do not store data in the cache.
Manage Permissions Single Folder Add users to a folder, modify folder permissions, and copy folder permissions from one user to another.
Add to Favorites Single File or Single Folder Adds the file or folder to the Favorites folder.
Preview Single File Stream a video file without downloading it (Available for .mp4, .ogg, .ogv, and .webm file types).


Menu Bar Icon

This icon displays the current status of Citrix Files. A spinner over the icon indicates activity.

Uploads in progress or edits that are being saved back to ShareFile will be indicated by a spinner. You will also see a spinner when navigating to a folder. The spinner indicates that the contents of a folder are being fetched and should appear after the spinner disappears.


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Dashboard

Clicking on the menu bar icon will open the dashboard.

Recent Files – Files that have been uploaded or edited will appear in the list of recent files. Double click on a file to open it.

Workflow button – Open up a window containing Workflows where you can view

Open Citrix Files Folder – Opens the Citrix Files location in Finder

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Overflow Menu

This provides access to Preferences, Send Feedback, Help Launch Website, and Quit.


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Provide a rating for the app and leave detailed comments.

Help – Provides links to support and legal resources. This menu also allows you to report a technical problem with the app to the development team.

Launch Website – Opens the ShareFile website.

Quit – Quits the App.

Preferences – Opens the Preferences for the App.

Preferences

Preference

Description

Account

Log out – Logs you out of your account. Cached files are deleted

App Settings

Cache – Hover over the ? for details and cache usage

Clear Cache – This removes ached files

Reset App settings – Removes folder structure archive and cached files. Doing this will quit and relaunch ShareFile for Mac to please save any work before resetting

Uninstall – This uninstalls the application. Administrator permissions are required.

Share Options

Notifications – Set default notifications that are applied when sharing

Security – Set defauly security options that are applied when sharing

Open and Edit

Open and Edit has been tested with the following applications:

  • Adobe Acrobat Reader DC
  • Adobe Photoshop
  • Keynote
  • Numbers
  • Microsoft Excel 2008, 2011, 2016, 2017
  • Microsoft PowerPoint 2008, 2011, 2016, 2017
  • Microsoft Word 2008, 2011, 2016, 2017
  • Pages
  • Preview
  • Sketch
  • TextEdit

Other applications will be tested and fully supported during the course of the Beta program. Please report any issues you experience with open and edit.

Users are welcome to use ShareFile for Mac with any application, however when using applications that are not listed above, we recommend saving local copies before uploading to ShareFile until compatibility has been tested.

Feature Issue Workaround
Installation

Users installing for the first time on OS X 10.13 (High Sierra) will need to allow the kernel extension to load.

  1. Click Open System Preferences.
  2. Click Allow.

The app will finish launching automatically.

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Finder Folder names that contain an umlaut or an acute accent mark may appear twice in Finder.

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    None.

    Finder Some files may not display as expected in a folder. Right click on the context menu and select to refresh. If the folder content still appears incorrect there may be a problem with the folder structure archive. Open Preferences and select “Reset App Settings”.
    Finder

    Copying and pasting content from one folder in ShareFile to another folder in ShareFile may be slow.
    Perform the copy operation from ShareFile WebApp.

      Finder

      Quick look (preview) for files does not work unless the file has been opened previously.
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      None.

      Open & Edit/Upload

      Uploads may fail for various reasons such as:

      • Network connectivity is down.
      • Permission to upload an item has been revoked.
      • Connection to ShareFile is lost.
      • If internet connectivity is lost, uploads will be retried automatically when connectivity is restored.
      • If an upload cannot be completed, it is moved to the recovery folder to prevent data loss. Click on the notification in the recovery folder.
      Upload

      Warning – The document … is on a volume that does not support permanent storage.

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      It is safe to ignore this message. Apple has a built in versioning system that is available on volumes with the Mac OS Extended (HFS+) file system. ShareFile for Mac mounts your ShareFile account as a volume that does not use this file system format and may trigger this message when closing applications. Versioning on documents is available with ShareFile’s own versioning option. To access other versions of a document, you may right click on a file in the ShareFile volume and select view details.

      Dismiss the warning message, and check “Do not show this message again” if desired.

      Upload Files that are embedded packages (.app, .pkg, .band, etc.) do not upload properly and may cause folders performance issues after upload. Compress these files to a .zip and upload the zip.

      Upload Opening a compressed zip file (or other file archive) within the ShareFile drive will fail if the compressed file contains folders. Upload the files and folders without compression.

      Citrix Files gives you access to the files on your ShareFile account by making them available as a storage drive (like an SD card or a thumb drive). This drive needs to mount itself into your Mac’s file system before files can be accessed from ShareFile. If the Citrix Files app experiences an issue with mounting, the app menu bar icon will show a warning symbol. You will need to ensure the drive mounts properly before you may use Citrix Files.

      Reconnect the Drive

      1. Click the Citrix Files menu bar icon.
      2. Click Reconnect.
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      Relaunch the App

      You may need to relaunch Citrix Files app in case the app experiences an issue with mounting.

      1. Close any files that may be open in Citrix Files (Ex: You have opened a Word document in Citrix Files).
      2. Click on the Citrix Files menu bar icon.
      3. Click on (…).
      4. Select Quit.
      5. Open Citrix Files app in your Applications folder.


      Reinstall Citrix Files

      Citrix Files installs a kernel extension or kext to mount the drive.

      1. Click the Citrix Files menu bar icon.
      2. Click on (…).
      3. Select Preferences.
      4. Click Uninstall and Confirm.
      5. Download and install Citrix Files again.

      Related:

      Windows / Office is not activating on App Layering images – “runipkato” file not present

      Windows activation is handled by the system startup script installed in your OS layer, C:WindowsSetupScriptskmsdirkmssetup.cmd. It calls runato.cmd and runipkato.cmd to actually perform the activation. If C:Windowssetupscriptskmsdir is missing, or runato.cmd or runipkato.cmd (in the kmsdir folder) are missing, activation will never happen. You must configure out scripts properly to activate.

      If the entire kmsdir folder is missing, please download the latest OS Machine Tools from citrix.com/downloads and run it in a new version of your OS layer. Or run it in your Gold VM if you have already deleted your OS layer. The latest OS Machine Tools package will, when it self-extracts, install kmssetup.cmd as a startup script and also run the KMS configuration tool, SetKMSVersion.HTA. Those two should be all you need to get activation built properly. (If you are building a completely new Gold VM, don’t forget to run setup_xxx.exe and do all the other configurations you’re supposed to, of course.)

      If you already have kmsdir, and do not want to upgrade your tools, then you need to go to C:WindowsSetupScripts and run SetKMSVersion.hta. It will identify your current build of Windows and offer to save the activation scripts to get that specific build activated. You can verify that the runato.cmd and runipkato.cmd files have been created properly.

      If issues persist, please refer to the Office recipe: https://support.citrix.com/article/CTX224566

      NOTE: you must never manually run kmssetup.cmd in any app layer. If you manually run kmssetup.cmd, you will break activation on your published images. kmssetup.cmd creates various files with the suffix “_done” wwhich indicate it has performed functions and does not perform them again. These functions are supposed to run on a published image only, and if the “_done” files are in the OS or App layers, they will not run on the published image.

      Related:

      Re: Networker Uptime

      Of course Hrvoje’s solution will work … if the current daemon.raw contains that information.

      Here is an nsradmin query that will work:

      C:>nsradmin

      NetWorker administration program.

      Use the “help” command for help, “visual” for full-screen mode.

      nsradmin>

      nsradmin> . type: nsr

      Current query set

      nsradmin>

      nsradmin> option hidden

      Hidden display option turned on

      Display options:

      Dynamic: Off;

      Hidden: On;

      Raw I18N: Off;

      Resource ID: Off;

      Regexp: Off;

      nsradmin>

      nsradmin> show totals since

      nsradmin>

      nsradmin> p

      totals since: “Mon Jul 09 22:29:27 2018”;

      nsradmin>

      nsradmin> q

      C:>

      Related:

      • No Related Posts

      Install and Use Citrix Files

      Install

      Download the installer DMG. Open the installer package and follow the prompts to install Citrix Files. You will be required to provide an administrator password to complete the installation.

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      After installation, a volume named “Citrix Files” will appear. You may access this volume by clicking on the ShareFile menu bar item and then clicking the folder icon. It will also appear in the Favorites sidebar in Finder windows. This volume displays all of the files and folders from your ShareFile account.

      Sign in

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      When starting the ShareFile Desktop app for the first time, you are prompted to sign in with your ShareFile Credentials.

      Basic Operations

      Citrix Files allows you to manage the files in your ShareFile account the same way that you would manage files normally through Finder.

      Operation Description
      Open and Edit

      Double click on a file in the Citrix Files folder. Make any edits necessary and then save the changes.

      User-added imageUser-added image
      ShareFile uploads the edited file.

      User-added image

      Download

      Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer.

      User-added image
      You may also copy and paste files and folders.

      Upload

      Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer.

      You may also copy and paste files and folders.

      Delete Right click on a file or folder and select Move to Trash.

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      You may also drag files and folders to the trash.
      Move

      Drag and drop file(s) or folder(s) from one location in the Citrix Files folder to another.

      User-added image

      New Folder Create a new folder in Citrix Files folder.

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      Icon Overlays

      Files and Folders will have an icon overlay representing the status of that item. The following defines what each icon overlay represents:


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      Right Click Menu


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      When you right click on a file or folder within Citrix Files, you will see some additional options. These options give you access to the functions available in ShareFile for these items. Options will vary based on the types of files or folders you have selected, permissions, and account settings.

      Operation Available For Description
      Share Files and Folders Copy Link – Copies a ShareFile download link. Link settings will be determined by the Share options in your Preferences.

      Email with ShareFile – Send a download link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

      Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a ShareFile download link

      Initiate Approval – (For a single file only) Initiate an approval workflow on a file
      Request Files Single Folder Copy Link – Copies a ShareFile upload link. Link settings will be determined by the Share options in your Preferences.

      Email with Citrix Files – Send a upload link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

      Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a ShareFile upload link
      Check Out Single File Check Out a file to prevent other users from making changes
      View Details Single File or Folder View detailed information for a file or folder. The details window provides access to multiple file versions, notes, or checkout details
      Refresh Contents Single Folder Folder contents should update automatically as changes are made, but you may refresh contents manually using this function

      Additional actions are available under More Options.

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      Operation Available For Description
      Download Files and Folders For file(s) and folder(s), download allows you to download file(s) or folder(s) to a specific location on your computer.

      Note: For improved performance, use this option for large file downloads or downloading a large number of items. These downloads are optimized for bulk operations and do not store data in the cache.
      Upload Single Folder Right click on a folder and upload allows you to upload files and folders from a specific location on your computer.

      Note: For improved performance, use this option for large file uploads or uploading a large number of items These downloads are optimized for bulk operations and do not store data in the cache.
      Manage Permissions Single Folder Add users to a folder, modify folder permissions, and copy folder permissions from one user to another.
      Add to Favorites Single File or Single Folder Adds the file or folder to the Favorites folder.
      Preview Single File Stream a video file without downloading it (Available for .mp4, .ogg, .ogv, and .webm file types).


      Menu Bar Icon

      This icon displays the current status of Citrix Files. A spinner over the icon indicates activity.

      Uploads in progress or edits that are being saved back to ShareFile will be indicated by a spinner. You will also see a spinner when navigating to a folder. The spinner indicates that the contents of a folder are being fetched and should appear after the spinner disappears.


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      Dashboard

      Clicking on the menu bar icon will open the dashboard.

      Recent Files – Files that have been uploaded or edited will appear in the list of recent files. Double click on a file to open it.

      Workflow button – Open up a window containing Workflows where you can view

      Open Citrix Files Folder – Opens the Citrix Files location in Finder

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      Overflow Menu

      This provides access to Preferences, Send Feedback, Help Launch Website, and Quit.


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      Provide a rating for the app and leave detailed comments.

      Help – Provides links to support and legal resources. This menu also allows you to report a technical problem with the app to the development team.

      Launch Website – Opens the ShareFile website.

      Quit – Quits the App.

      Preferences – Opens the Preferences for the App.

      Preferences

      Preference

      Description

      Account

      Log out – Logs you out of your account. Cached files are deleted

      App Settings

      Cache – Hover over the ? for details and cache usage

      Clear Cache – This removes ached files

      Reset App settings – Removes folder structure archive and cached files. Doing this will quit and relaunch ShareFile for Mac to please save any work before resetting

      Uninstall – This uninstalls the application. Administrator permissions are required.

      Share Options

      Notifications – Set default notifications that are applied when sharing

      Security – Set defauly security options that are applied when sharing

      Open and Edit

      Open and Edit has been tested with the following applications:

      • Adobe Acrobat Reader DC
      • Adobe Photoshop
      • Keynote
      • Numbers
      • Microsoft Excel 2008, 2011, 2016, 2017
      • Microsoft PowerPoint 2008, 2011, 2016, 2017
      • Microsoft Word 2008, 2011, 2016, 2017
      • Pages
      • Preview
      • Sketch
      • TextEdit

      Other applications will be tested and fully supported during the course of the Beta program. Please report any issues you experience with open and edit.

      Users are welcome to use ShareFile for Mac with any application, however when using applications that are not listed above, we recommend saving local copies before uploading to ShareFile until compatibility has been tested.

      Feature Issue Workaround
      Installation

      Users installing for the first time on OS X 10.13 (High Sierra) will need to allow the kernel extension to load.

      1. Click Open System Preferences.
      2. Click Allow.

      The app will finish launching automatically.

      User-added image

      Finder Folder names that contain an umlaut or an acute accent mark may appear twice in Finder.

      User-added image
        None.

        Finder Some files may not display as expected in a folder. Right click on the context menu and select to refresh. If the folder content still appears incorrect there may be a problem with the folder structure archive. Open Preferences and select “Reset App Settings”.
        Finder

        Copying and pasting content from one folder in ShareFile to another folder in ShareFile may be slow.
        Perform the copy operation from ShareFile WebApp.

          Finder

          Quick look (preview) for files does not work unless the file has been opened previously.
          User-added image
          None.

          Open & Edit/Upload

          Uploads may fail for various reasons such as:

          • Network connectivity is down.
          • Permission to upload an item has been revoked.
          • Connection to ShareFile is lost.
          • If internet connectivity is lost, uploads will be retried automatically when connectivity is restored.
          • If an upload cannot be completed, it is moved to the recovery folder to prevent data loss. Click on the notification in the recovery folder.
          Upload

          Warning – The document … is on a volume that does not support permanent storage.

          User-added image

          It is safe to ignore this message. Apple has a built in versioning system that is available on volumes with the Mac OS Extended (HFS+) file system. ShareFile for Mac mounts your ShareFile account as a volume that does not use this file system format and may trigger this message when closing applications. Versioning on documents is available with ShareFile’s own versioning option. To access other versions of a document, you may right click on a file in the ShareFile volume and select view details.

          Dismiss the warning message, and check “Do not show this message again” if desired.

          Upload Files that are embedded packages (.app, .pkg, .band, etc.) do not upload properly and may cause folders performance issues after upload. Compress these files to a .zip and upload the zip.

          Upload Opening a compressed zip file (or other file archive) within the ShareFile drive will fail if the compressed file contains folders. Upload the files and folders without compression.

          Citrix Files gives you access to the files on your ShareFile account by making them available as a storage drive (like an SD card or a thumb drive). This drive needs to mount itself into your Mac’s file system before files can be accessed from ShareFile. If the Citrix Files app experiences an issue with mounting, the app menu bar icon will show a warning symbol. You will need to ensure the drive mounts properly before you may use Citrix Files.

          Reconnect the Drive

          1. Click the Citrix Files menu bar icon.
          2. Click Reconnect.
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          Relaunch the App

          You may need to relaunch Citrix Files app in case the app experiences an issue with mounting.

          1. Close any files that may be open in Citrix Files (Ex: You have opened a Word document in Citrix Files).
          2. Click on the Citrix Files menu bar icon.
          3. Click on (…).
          4. Select Quit.
          5. Open Citrix Files app in your Applications folder.


          Reinstall Citrix Files

          Citrix Files installs a kernel extension or kext to mount the drive.

          1. Click the Citrix Files menu bar icon.
          2. Click on (…).
          3. Select Preferences.
          4. Click Uninstall and Confirm.
          5. Download and install Citrix Files again.

          Related:

          Giving Desktop-Support-Team access to “run” the “Delta update schedule”

          I need a solution

          Our desktop team is locked down with in the SMC to prevent some catastrophe’s that have happened in the past.

          I would like our desktop staff to be able to:

          1) See the page “Resource Membership Update” found here: Settings-Notification Server-Resource Membership Update

          2) On the “Resource Membership Update” page I would like them to be able to click the “RUN” button to force a “Delta update schedule” update immediately.

          Here is the message they get when trying to access:

          Here is the working page that I get:

          0

          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:

          7021581: Upgrading Host Integrator from 7.x to 7.x on Windows

          64-Bit vs. 32-Bit

          Beginning with version 7.5, your Windows system must be 64-bit. If you still need support for 32-bit Windows, please install version 7.1 SP2 (7.1.2026) in your environment. For more information about supported platforms, see also Technical Note 10030.

          When you upgrade an existing 32-bit installation (version 7.0 through 7.1.x) to 64-bit (version 7.5), the 64-bit files are installed to the existing folder in C:Program Files (x86)Attachmate rather than the non-x86 folder normally used for new 64-bit installations.

          Upgrade Steps

          Follow the steps below to upgrade Verastream Host Integrator (Development Kit or Server Kit) from version 7.x to version 7.1.x or 7.5 on a Windows system.

          1. If you have a multi-server installation environment (for load distribution and failover), stop services on all systems.
            1. Open a Command Window as administrator.
            2. At the DOS command prompt, enter the following commands:
          cd %VHI_ROOT%binservices

          stopall.bat
            1. Repeat the above steps on all systems in the installation environment. Failure to do so may cause corrupted management server data.
          1. In your existing installation, if certain configuration files were manually edited, the custom changes will need to be manually migrated. Examine the date/time stamp of the following files and, if any file is newer than other installed files, make a backup copy (outside the installation folder, to be used later in step 8):
            • (Version 7.0 through 7.1.221) Web service SOAP stack configuration: service-ctx.xml file in the C:Program Files (x86)AttachmateVerastreamHostIntegratorsesssrvrserviceswsMETA-INF folder
            • JVM configuration files in the C:Program Files (x86)AttachmateVerastreamHostIntegratoretc folder (version 7.1.221 or higher):
          sesssrvr.conf (session server script server and SOAP stack)

          destool.conf (Design Tool and deployment tools)

          logmgr.conf (Log Manager for session server)

          webbuilder.conf (Web Builder application)

          webserver.conf (Web Server for Web Builder-generated Java web applications)

          vhi.conf (default Java location for the above components)
            • Management server JVM configuration: container.conf file in the C:Program Files (x86)AttachmateVerastreamManagementServerconf folder.
            • Host Emulator JVM configuration: container.conf file in the C:Program Files (x86)AttachmateVerastreamHostIntegratorhostemulatorconf folder.
          1. After downloading the product from http://download.attachmate.com/upgrades, run the downloaded .exe file as an administrative user. You may be presented with a Security Warning dialog box confirming that the file is published by Attachmate.
          2. Select a folder to unpack installation files. Click the ellipsis button (“…”) to browse to a different folder location. If you unpack to the Desktop, we recommend that you use a subfolder.
          3. After the unzip process is complete, setup.exe automatically starts. If User Account Control is enabled, you may be prompted to confirm installation.
          4. When the existing 7.x installation is detected, you are prompted with the following dialog box message:
          Figure 1. A prior version of this product was detected and will be upgraded with the contents of this installation package.

          Click Continue and accept the license agreement to proceed.

          Note: If you see an installation error “To upgrade to a newer version . . . , you must have the previous Development/Server Kit installed,” see Technical Note 10123.

          1. Installation proceeds and preserves existing data including:
            • Session server configuration (session pools, model variable lists, etc.)
            • Deployed models
            • Session server log data
            • Authentication and authorization configuration, including management server administrative password (as described in Technical Note 10110)
            • Load balancing domains (as described in Technical Note 10108)
            • Session pool schedules
            • Web Builder projects
          1. After installation completes, restore any custom configuration from step 2 above. Follow the appropriate procedure below, depending on which version you are upgrading to.

          Upgrading to Version 7.1.1142 (Service Pack 1) or higher:

          Note: Beginning in version 7.1.1142, the service-ctx.xml file is no longer used for customizing your web services configuration.

            1. If you backed up the service-ctx.xml file in step 2, examine it in a text editor. If you previously set custom values for any of the following properties, re-configure them in the Administrative Console application.
              Description
              Property in Versions 7.0.961 through 7.1.221
              Original Default
              WS-Resource and WS-Addressing
              wsResourceEnabled *
              true (commented out)
              ExecuteSQLStatement web method
              executeSqlStatementEnabled
              true (commented out)
              processString web method
              processStringEnabled
              true (commented out)
              Milliseconds to wait for session server to return from table procedure
              methodTimeout **
              60000 (commented out)
              Minutes before session server destroys suspended sessions (applicable using WS-Resource stateful web services)
              suspendTimeout *
              60 (commented out)
          *Supported in version 7.1.221 only.

          **Supported in versions 7.0.982 through 7.1.222 only.
            1. If you need to set custom values for any of the following, see Technical Note 10092.
              Description
              Property in Versions 7.0.961 through 7.1.221
              Original Default
              HTTP web service port
              hostPort
              9680
              HTTPS web service port
              secureHostPort
              9681
              Session server load distribution domain
              domainName
              (commented out)
              Non-local management server for load distribution domain
              serverName
              localhost (commented out)
              HTTP basic authentication for client user authorization without WS-Security
              authnMetadata and authnService
              false
            1. If you backed up any JVM configuration files in step 2, edit the installed default *.conf files to merge in your custom modifications. After saving changes, restart the appropriate service(s) as described in Technical Note 10004.

          Upgrading to Version 7.1.221:

            1. Using the backed-up version 7.0 service-ctx.xml file from step 2 as a guide, edit your installed version 7.1 file located in C:Program Files (x86)AttachmateVerastreamHostIntegratorsesssrvrserviceswsMETA-INF.

          Note: Do not replace the installed 7.1 file with the previous 7.0 file, as there are new settings available in version 7.1. For more information about settings in this file, see Technical Note 10092.

            1. After saving changes, restart the session server service as described in Technical Note 10004.

          Web Services

          After upgrading to version 7.5 SP1 or higher, you may need to re-import the VHI web services WSDL in your SOAP tool, due to changes in the target namespace (as described in Technical Note 10148) and changed default for WS-Addressing and WS-Resource (see also Technical Note 10130).

          Host Application Models

          This section addresses the use of existing models that were created in previous versions.

          Source Model Locations Changed

          Beginning in version 7.1, to support Windows User Account Control (UAC) security, Development Kit user data files are stored in personal folders (instead of under Program Files). Source model file locations are changed as follows:

          • By default, Design Tool will save models to a personal folder <Documents>AttachmateVerastreamHostIntegratormodels. If you save models to a different folder, that location becomes the new default. The <Documents> folder is platform- and user-dependent, typically C:Users<user name>Documents (on Windows 7) or C:Documents and Settings<user name>My Documents (on Windows XP).
          • Sample models are now located in %VHI_ROOT%examplesModelSamples. Host Emulator “master” models are moved to %VHI_ROOT%hostemulatormodels. (In version 7.0, these files were all stored in the same %VHI_ROOT%models folder.)

          Keep Unchanged vs. Convert

          You can choose from two upgrade approaches for your models:

          • You can leave the existing model(s) unchanged. Compatibility settings are automatically enabled (where applicable) to maintain the same behavior as in earlier versions.

          Models that were deployed to the session server remain deployed after the installer migration process (typically located within C:Program FilesAttachmateVerastreamHostIntegratordeploy).

          -OR-

          • You can manually convert models to the new version and re-deploy. Use this approach if you need to make changes to a model, or you want to take advantage of the latest product functionality (such as performance improvements).
            1. Open the model in Design Tool. You may see the following dialog box:
          Figure 2. Prior Version Model: 'This model was created with a prior version of Verastream Host Integrator....'

          Figure 2. Prior Version Model: ‘This model was created with a prior version of Verastream Host Integrator….’
            1. Verify the model continues to behave as you expect. For example, in certain cases it may be necessary to delete a pattern and re-add it. You should also verify that other aspects of the model, such as operations, recordsets, and procedures, behave correctly.
            2. Save the model. Note: Once you convert a model file to a newer version, it can no longer be loaded by an earlier version of Session Server or Design Tool.
            3. To take full advantage of the latest product functionality, disable compatibility settings in the model and re-test as appropriate. For more information on compatibility settings, see the “Compatibility Settings for Host Integrator Upgrades” topic in the VHI User Guide. For example, in VHI 7.6, see http://docs2.attachmate.com/verastream/vhi/7.6/en/topic/com.attachmate.vhi.help/html/reference/compatibility_switches.xhtml.

          Web Builder Changes

          When upgrading your Web Builder projects, be aware of the following changes:

          • Web Builder settings are stored on a per-user basis in %APPDATA%AttachmateVerastreamHostIntegratorwebbuilder by default (and can be changed in the Web Builder Settings dialog box). In previous versions, the settings were global for all users.
          • In Web Builder, if you need to re-enable the Run button for Java projects, re-deploy the project.
          • If you have any user-defined project types created in previous versions, projects based on these types may not display in Web Builder version 7.1 or higher, or fail to build. For more information, see Technical Note 10120.

          Client Applications

          We recommend that you install the new connector API files on systems running client applications. While you may be able to continue using the old connector, an “Undefined error message” indicates that a connector upgrade is required. The error message may also include an error number that can provide further information. See the list of error numbers at http://docs2.attachmate.com/verastream/vhi/7.1/en/topic/com.attachmate.vhi.help/html/reference/h_rte.html.

          Note: If you have statically linked to any of the connector files in your applications, you must re-link to the connector files after upgrading in order to take advantage of new methods and features.

          Administrative Console

          In the Administrative Console application, when connecting to a remote management server, ensure that the versions are the same. Otherwise, unpredictable results may occur. Particular care may be required to avoid connecting across environments, such as running Administrative Console from an upgraded Development Kit and connecting to a production server environment that has not yet been upgraded.

          Related: