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 FAQ for adding users to a folder

Adding users to a folder in ShareFile FAQ

Question: I need to add a large amount of users and don’t have time to search!

Answer: Our Distribution Groups feature is extremely useful for working with large groups of users at once! We highly recommend it.

Question: I’m adding a large number of users and don’t want them all to have the same permissions

Answer: If you want to customize permissions for various users, continue through the process as you normally would. Ignore the Permissions pane and save the additions. When you return to the folder view, use the checkboxes in the People on this Folder section to quickly adjust permissions on a user-by-user basis.

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Question: I added a new user and now they are an owner. Why?

Answer: If you add an user and they are listed as an “(owner)” on the folder with download, upload, delete and admin permissions, it is because they are a Super User on the account and have admin permissions on all folders.

By adding a Super User to the folder, you can manage their download and upload alerts only. You cannot remove a Super User from a folder.

Question:I want my users to be able to create a top-level folder, instead of having to do it for them each time. How?

Answer: You will need to grant an employee the “Create Root-level folders in Shared Folders” permission. This is an employee-only permission and cannot be granted to client users.

Related:

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Citrix-Managed storage zones

Designating a storage zone when creating a root level folder

When you create a root level folder, you may choose the zone in which that folder resides, whether it be a public or private zone, allowing for greater storage granularity. To create a root level folder and choose which zone you wish to store the folder’s data on, navigate to Shared Folders and use the Action Button to Create a New Shared Folder.

Name, describe, and add users to your Shared Folder. Use the storage zone drop-down menu to choose the zone of your Folder from both public and private options. Click the Create Folder button.

Changing a Folder’s storage zone

Once your Folder has been created and you have uploaded files to it, you may edit the Folder’s zone by clicking on More Options > Advanced Folder Settings drop-down menu to the right of the folder name. Click on the storage zone drop down menu to select which zone to which you wish to migrate your folder and all of its contents. Please note that clicking the Save button after making a Storage Zone change will initiate a migration of data from the origin zone to the new zone of your choosing. During this time your data will not be accessible.

Related:

Error: :Failed to load folder -The folder you are looking for could not be found. on ShareFile Web App while accessing Network shares

You may see following error while accessing Network Shares on ShareFile Web App:

Error message :- Request timed out Failed to load folder -The folder you are looking for could not be found. This can occur if the link you used is incorrect, or if it points to a folder that has been deleted or to which you do not have access. All the users got requested permission.

If you attempt to access the ShareFile network share and it prompts for users credentials. The ShareFile Web App credentials may not work.

Related:

Network share encryption with software access.

I need a solution

Hi 

I have file server and couple shared folders that are used by domain users and OCR software that runs from AD user. Is there a way to encrypt this file shares?

When I encrypt shares that are used only by users there all is simple, but how to be when I nedd to service or software use this shares?

0

Related:

Learn the Structure – Best Practices at the Root Level

Quick Jump (click one!)

Who will be creating the structure? Who will need access? Personal Folders Advanced Folder Settings Limitations Tips and Full Guide

Who will be creating the structure?

The ability to create root level folders is dictated by the employee permission ‘Create root-level folders.’ This permission is not for Admin users only. Employees with this permission will be able to create root level folders. To allocate this permission to an existing employee, navigate to ‘People’ -> ‘Manage Employees’ -> Select a user’s profile -> Allocate permissions at the bottom of the screen under ‘User Access’.

If a user is granted upload rights on a folder, they will have the ability to create subfolders within that folder.

TIP! If you are using the ShareFile User Management Tool to provision users directly from AD, you can allocate the ‘Create root-level folders’ permission to users at the time of group rule creation.

Who will need access?

Understanding who will be accessing the data in a folder structure is extremely important to the planning process. ShareFile allows for sharing folder access with both internal (employees) and external (clients) users. To share a folder with a user, you will need to be an admin user on the folder, or the creator. Simply navigate to that folder location > Select the ‘People on this Folder’ tab > ‘Add People to Folder’ > Select the user and assign permissions > ‘Add’. Click here for more info on how to Add People to a Folder.

TIP! You can add users to a folder in bulk by utilizing distribution groups.

Personal Folders

Personal Folders are automatically created for each Employee User at the time of provisioning. The user should reserve this location for private use and any folders in this location should not be shared with other users. Any folders that are going to be shared should be created or moved to the ‘Shared Folders’ area. By default, employees have the ability to upload and download files from this folder. They also will be able to create subfolders and add other users to those subfolders with desired permissions. Click here for more info on ShareFile Personal Folders.

TIP! As an Admin, you can always view an employee’s Personal Folder to ensure they are adhering to best practices and internal standards. This can be done by navigating to:

‘People’ -> Manage Employees -> Select Profile -> ‘View folders and activity logs’ -> ‘Access Personal Folder’

Advanced Folder Settings

As a ShareFile Admin, you have the ability to set account-wide folder defaults within the Admin Settings console. These settings will be applied to any net new root-level folders that are created within your account. However, Advanced Folder Settings allows folder Admins to override these defaults to apply custom policies on a per root-level folder basis. Click here for more info on how to Create a Folder & Advanced Folder Options.

TIP! By default, a user given Admin rights at the root-folder level has the ability to adjust the retention policy on that folder (and therefore all subfolders beneath). However, ShareFile offers a setting that can be enabled by Citrix Support that only allows employee users with ‘Modify account-wide settings’ to adjust folder retention policies via Advanced Folder Settings.
Limitations

Although ShareFile does not provide defined parameters regarding folder size, depth, or number of items allowed, the following best practices will ensure optimal performance.

File Path Limit

ShareFile recommends adhering to Microsoft File Path limitations by avoiding path names that exceed 250 characters. Shorten paths by renaming folders and files or moving deep lying folders higher up the tree. This is extremely pertinent if you are planning on deploying the ShareFile Sync for Windows application.

Horizontal not Vertical

As mentioned earlier, it is best practice to keep your folder structure spread wide at either the root level or the second level down. This will prevent a narrow, deep structure from evolving that can cause a poor user experience and strain the ShareFile system. These changes can help to disburse items and prevent a folder from hitting the upper limits. This is linked to the number of calls required when adjusting folder settings, user access, and account wide policies. Furthermore, users will lose productivity if they’re required to click through a deep folder tree to access documents.

File Versioning

Adjust your file versioning to only keep the last 10 or less files. This can be adjusted from the Admin Settings under Advanced Preferences > File Settings.

Limit items in each folder

ShareFile folders should not contain more than 5,000 items within an individual individual or sub-folders. An “item” includes any elements within a folder. This includes files, folders, additional versions of files, and notes. Additionally, items in the recycle bin from the affected folder before emptied are included in the overall item count. When a folder reaches or exceeds this limitation, the consequences can be detrimental to the account and explicitly the folder in question.

The impacts could include:

  • Inability to upload documents.
  • Slow or inaccessible folder operations such as browse, copy, move, delete, and restore.
  • Time-outs in Web application
  • Inability to temporarily access particular folder
  • Temporary account lock out.

If you are currently experiencing these issues or are approaching these folder limits, please contact support for assistance.

Folder Size

ShareFile folders should not contain more than 10GB of data. Exceeding this limit will result to slow folder operation like copy/move/delete/restore.

Tips:


Complete Folder Structure Best Practices Document

Related:

Install and Use Citrix Files for Windows (Beta)

System Requirements

  • Windows 7 or Higher
  • .NET 4.6.2 Framework is required

Available Localization

Citrix Files supports the following languages: English, Spanish, French, German, Japanese, Dutch, Portuguese, Korea, Simplified Chinese and Russian.

Install and Configuration

Download the Citrix Files executable. Launch the executable and follow the prompts to install the application. Note: Administrative permissions are required to install on your workstation.

Installation Note: In some environments, mainly Windows 10, a reboot may be required after installation. This is necessary in order to properly load the file system driver to mount the Citrix Files drive. If the user chooses to skip the reboot, you may need to launch the application through the start menu.

Once installed, log into your Citrix Files account. After login, a new drive volume “Citrix Files” will appear on your machine. By default, this drive is S: but may be a different drive letter if S: is already in use. This drive will display all of your files and folders from your Citrix Files account.

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Basic Operations

Operation Description
Open and Edit Open a file in your S: drive, make some edits and save. Your changes will automatically be saved back to your Citrix Files account.
Upload Drag a file or folder to the S: drive to upload. You may also perform a copy and paste to upload a file or folder.
Download Drag a file or folder from the S: drive to your desktop or any other folder to download. You may also perform a copy and paste of files and folders to download.
Delete Drag a file or folder to the trash. Although you will be warned that the file will be permanently deleted, items will be available in Citrix Files’s Recycle Bin.
New Folder Creates a new folder in your ShareFiles account.

Right Click Context Menu

Citrix Files integrates with the Windows Explorer context menu to give the application access to additional Citrix Files options. Right click on a file or folder inside your S: to view the context menu options:

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Menu Option Description
Share options

Available when you right click on a file or folder.

  • Copy Link – Copies a download link to your clipboard. Link settings will be determined by the share options in your settings.
  • Email with Citrix Files – Send a share download link through email. Message options may be customized before sending or by modifying the default share options in your settings.
  • Email with Mail App – Send a download link using your default email client. Link settings will be determined by the share options in your settings.
Request Files

Available when you right-click on a folder, or within a folder when no files are selected.

  • Copy Link – Copies a request link to your clipboard. Link settings will be determined by the share options in your settings.
  • Email with Citrix Files – Send a request link through email. Message options may be customized before sending of by modifying the default share options in your settings.
Open in Website

Opens up your default browser to the current folder location on the Citrix Files website.

View Details View advanced details of a file including file properties, previous versions, and notes.
Check Out Check out a file. If the file is already checked-out, the Check-in option will appear.
Upload Upload files or folders directly from your computer. Use this option if uploading a large file or a large number of files.
Download Download files or folder to a specific location on your computer. Use this option if downloading a large file or a large number of files.
Add to Favorites Add a file or folder to your Favorites folder. If a file or folder is already a Favorite, you will have the option to remove from Favorites.
Refresh Content Manually refreshes the contents of a folder. Note: Folder contents should update automatically as remote changes are made, but you can use this function if you need to refresh manually.
Manage Folder Permissions Allows you to manage access permissions for a folder. You can add/remove users to that folder or limit which operations they are allowed to perform. This context menu option is only available on Folders.

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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Accessing the Dashboard

You can access the dashboard by left clicking on the Citrix Files system tray icon. The dashboard will show you recently uploaded files. You can also access your Settings and other options by clicking the (…) in the top right corner of the dashboard.

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Settings Menu

Access the Settings menu from the dashboard or by right-clicking on the Citrix Files for Windows System Tray icon.


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Menu Option Description
Cache size Citrix Files data is cached to the local disk of the user’s computer. You can specify the size of this cache or choose to clear the cache.
Drive Location Uses S: as the default drive letter, but can be changed to other drive letters which are currently not in use.
Launch on Startup Determines whether the application should launch automatically after logging onto the computer.
Log Out Logs you out of your Citrix Files account. Cached files will be deleted.
Reset App Settings

Restores the app settings such as share options to their original, default values.

Share Options Configure share options including notifications and security options.

Citrix Files includes policy definitions that can be used to push out settings and configuration via Group Policy (GPO). The .admx, .adml files are located at C:Program FilescitrixCitrix FilesPolicyDefinitions

To install:

  1. Copy the .admx file to c:WindowsPolicyDefinitions and the en-us .adml file to c:WindowsPolicyDefinitionsen-us
  2. Open Group Policy Editor and the policy options will be available under:
    1. Computer Configuration → Administrative Templates → Citrix Files
    2. User Configuration → Administrative Templates → Citrix Files
Setting Purpose
Computer Configuration
Enable Application If unchecked, Citrix Files will exit before mounting any drives or displaying any UI.
Enable On Premise Connectors

If unchecked, Network Share, Sharepoint, and Documentum connectors will not be visible in Citrix Files.

Enable Personal Cloud Connectors

If unchecked, Personal Cloud and Office 365 Connectors will not be visible in Citrix Files.

Enable Auto-update If Enable Auto-Update is unchecked, Citrix Files will not automatically update to the latest version.
Delete Cache on Exit If Delete Cache on Exit is checked, downloaded file contents will be removed when the application exits.
Cache Size This policy controls how much disk space (in megabytes) to use for cached files. The minimum cache size is 0 MB and the maximum is 9999 MB.
Cache Location This policy configures the location of the file content cache. By default, AppDataLocalCitrixCitrix FilesPartCache. If a custom path is set, that folder must already exist.
User Configuration
Account This policy configures the account to use for Citrix Files.
Enable Application If unchecked, Citrix Files will exit before mounting any drives or displaying any UI.
Excluded from Upload File extensions that will not be saved back to Citrix Files. These files can still be read and edited locally.
Mount Point 1-10

Mount a specific Citrix Files folder as a network drive. See Mount Point section below for more info.


Mount Points

Mount points allow you to specify a Citrix Files folder to mount as a network drive. You can specify up to 10 mount points.

Mount points can be configured through group policy editor. See the Group Policy Definitions section for instructions on how to import the Citrix Files policy definitions.

To create a mount point, specify the Citrix Files folder by the path to that folder, separated by the ” character. Example syntax of creating a mount point is below:

Folder type Example
Personal Folders Personal Folders<FolderName>
Shared Folders Shared Folders<FolderName><FolderName2>
Favorites Favorites
Network Shares connector Network Shares<connector name>
SharePoint connector SharePoint<connector name>
Box connector Personal CloudBox
Dropbox connector Personal CloudDropbox
Google Drive Personal CloudGoogle Drive
One Drive Personal CloudOneDrive
Office365 connectors Office 365<connector name>

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Install Uninstalling the Citrix Files App will remove the current logged in user’s local AppData, but will not remove any other user’s Citrix Files AppData on that machine. Remove the C:users<user>AppdataLocalCitrixCitrix Files and C:Users<user>AppDataRoamingCitrixCitrix Files directories for each user.
Login User may see ‘Failed to execute action’ on login dialog. Attempt to clear the folder below and restart the app C:Users<user>AppDataRoamingCitrixCitrix Files
Explorer Integration If creating or renaming a folder and the operation fails, it is possible that a duplicate folder name exists inside that folder but has not been granted access to your user to see. Try to create or rename the folder to a different name.
Explorer Integration Windows explorer performance may be degraded if browsing a folder containing a larger-sized .exe file. You can wait momentarily while Explorer will eventually respond. n/a
Explorer Integration Files are not displayed when browsing a long folder path exceeding 260 chars. n/a
Explorer Integration If changing drive letters for Citrix Files, the left navigation pane may not refresh to the new drive letter immediately. If you navigate into “PC” folder and then navigate into your new Drive letter, the pane should update correctly.
File Operations File or folder names starting with the ~ symbol cannot be uploaded. (#566) n/a
File Operations If copying a file to another folder, versions will not be copied over. This only applies to ‘copy’ operations, and not move. n/a
Open/ Edit Editing a checked-out file may result in errors if the user does not have delete permission. Give the user delete permissions for that particular folder, or do not check out the file and edit.
Connectors Mount point configured for OneDrive for Business sub-folder intermittently doesn’t load (#763) Create the mount point to point to the root of the connector. Ex: Office 365<connector name>
Icon Overlays If Citrix Files is installed on same machine as ShareFile Sync, the overlay for Check-in/Check-out may not appear. n/a

Related:

Re: VNX Simulator users problem

Hello everyone.

I’m working with the 8.1.8-37119.ova simulator

I have followed the manual Configuring and Managing CIFS on VNX.pdf and i create a CIFS server standalone with local users

Change the administator password (after changing to server_param server_2 -facility cifs -modify nullSession -value 1)



I add entries in lmhost and host files for CIFS server

Next I type net use \ cslocal / user: administrator, then password. Command successfully

Computer Mangement- Connect to another computer. I can view shares and add users and groups, but I can not add users to groups since it does not find the object. If in the window of Select Users I click on Advanced Options and I choose “users”- then Find, it gives me the error “Multiple connections to a server or shared resource by the same user, using more than one user name are not allowed. connections to the server or shared resource and try again “.

What I’m missing

Thanks in advance

Related:

VNX Simulator users problem

Hello everyone.

I’m working with the 8.1.8-37119.ova simulator

I have followed the manual Configuring and Managing CIFS on VNX.pdf and i create a CIFS server standalone with local users

Change the administator password (after changing to server_param server_2 -facility cifs -modify nullSession -value 1)



I add entries in lmhost and host files for CIFS server

Next I type net use \ cslocal / user: administrator, then password. Command successfully

Computer Mangement- Connect to another computer. I can view shares and add users and groups, but I can not add users to groups since it does not find the object. If in the window of Select Users I click on Advanced Options and I choose “users”- then Find, it gives me the error “Multiple connections to a server or shared resource by the same user, using more than one user name are not allowed. connections to the server or shared resource and try again “.

What I’m missing

Thanks in advance

Related: