Tag: ShareFile

ShareFile FTP – Setup Configuration Examples

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Article Contents

Example Setup Configurations


Advanced Connections for ShareFile FTP

You can connect to ShareFile either via traditional FTP (port 21) or using an implicit SSL/TLS connection (port 990). For security, ShareFile only supports secure FTPS transfers, which are sent over SSL, and not SFTP transfers, which are sent over SSH.

ShareFile FTP login and server information can be found in the ShareFile web app. Navigate toPersonal Settings > Advanced Connections > FTP Settings

User-added image


If FTP Settings is not present, an Admin on your account can enable this feature within the Power Tools menu in the Admin section of their account.

User-added image

Example Setup Configurations

The following recommended setups have been verified by ShareFile Support. Use of these clients with settings not listed here may not be fully supported.

FileZilla Windows and Mac

  1. Click on File.
  2. Select Site Manager. A new window will pop up. Click New Site and set it up as follows:
  3. Name the connection. e.g. ‘ShareFile’
  4. Host – Server address
  5. Server Type – For FTP, select Regular FTP. For FTPS, select Require implicit FTP over TLS.
  6. Login Type – ‘Normal’
  7. User – Enter username in format subdomain/email address
  8. Enter Password – ShareFile account password
  9. Click on the Transfer Settings tab
  10. Select Passive Mode
  11. Click the Connect button

Ipswitch FTP

  1. Click File.
  2. Select Connect
  3. Select Connection Wizard
  4. Name the connection – e.g. ‘ShareFile’
  5. Connection Type –> Regular FTP: Select ‘FTP’ from drop down. Secure FTP: Select ‘FTP/Implicit SSL’ from drop down
  6. Enter Server Address
  7. Enter user name
  8. Format of ‘subdomain’/’email address’
  9. Enter Password
  10. ShareFile account password
  11. Click on the ‘Advanced’ button
  12. Select the ‘Advanced’ tab on the leftc
  13. Make sure the check box for ‘Use Passive mode for data connections’ is selected
  14. Click Ok and Finish

Cute FTP

  1. Click on the ‘File’ drop down menu
  2. Select ‘New’ –> Regular FTP: Select ‘FTP’ from drop down. Secure FTP: Select ‘FTP/Implicit SSL’ from drop down
  3. A new window will pop up
  4. Label – A connection name, e.g. ‘ShareFile’
  5. Host name – Server address
  6. Enter user name – Use format of subdomain/email address
  7. Enter password – ShareFile account password
  8. Login method – Normal
  9. Select Type.
  10. Under the Data connections type select: Use PASV
  11. Click the Connect button

Send a Document for Signature in ShareFile

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1. To send a document for signature from ShareFile, right-click on the document and select Send for Signature.

Right clicking the document will provide a list of actions

2. You will be redirected to your RightSignature account. The document will upload to RightSignature. Add additional documents to send for signature if necessary.

3. When done, click Prepare Document.

The document will then be uploaded to RightSignature automatically.

4. Enter the signers’ name and email address.

Note: Email addresses for each signer needs to be unique.
Note: If you add multiple signers to a single document, you can designate signers to their own Request Field. After placing a Request Field in the document, double-click the field to open up additional options. Use the drop-down menu to assign the appropriate signer to complete the field. Read more about available fields and annotations here.

5. When finished, click Next: Place Fields.

Next, input the full name and email address of the document signers.

6. On the next screen, you will create the request and annotation fields for the document signers.

7. When finished, click Next: Review.

Next you can place the fields in which your signers can input information and signature.

8. Finally, add or edit a customized name and message, add CC’s, and add an optional document passcode.

9. Click Send or Save Document when done.

The Review step allow for you to apply a personalized message and add any additional CC's to the document.

10. Once completed, the signed document will upload to the ShareFile folder it was sent from (with “-signed” added to the file name).

Once signed by all parties, the document will automatically return, signed and completed, to the folder in which it was sent.

Related:

Which SSO flow does ShareFile support?

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ShareFile supports single sign-on (SSO) configurations with a variety of supported identity providers (IDPs) and SAML 2.0 or 3.0-based federation tools using basic, integrated, or forms authentication.


This feature is available forBusinessandEnterprise plans. For more information, please visit ourpricing pageto see which plans offer this advanced security feature.

To configure SSO for your account, refer to the configuration guides provided here.

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Configure Citrix Endpoint Management as SAML IDP for ShareFile

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This article provides a overview information of how to configure ShareFile Single Sign-On (SSO) with Citrix Endpoint Management.

A working configuration of Citrix Gateway and Citrix Endpoint Management server can be leveraged for user authentication. Users signing into their ShareFile account using a web browser or Citrix Files clients will be redirected to the Citrix Gateway webpage for their credentials. After successful authentication by Citrix Endpoint Management server, the user receives a SAML token that is valid for sign-in to their Citrix ShareFile account.

As well, you can use the Citrix Endpoint Management server with Secure Hub to single sign-on (SSO) into Citrix Files MDX-wrapped applications. In this scenario, Secure Hub obtains a SAML token from the Citrix Endpoint Management server and automatically signs users into their Citrix ShareFile account without their entering credentials.

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Use Client Certificate to Bypass SAML LDAP Credentials

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This document was created to assist in the configuration of utilizing a NetScaler AAA Virtual Server as SAML IdP which has also been configured with Client Certificate authentication to perform Single Sign–On to ShareFile. Doing so will allow the following to occur:Domain users who have client certificates can now SSO to ShareFile without having to enter username/passwords.

Disclaimer

Please note: the following document has been reviewed by Citrix Product Management, but has not yet completed the full Q/A and regression testing cycles. As such, the preceding solution guide is intended as an overview and reflects accuracy as of the published article date, but makes no claim or warranty for product supportability with 3rd party solutions, or multi–product compatibility, hence this is an Unsupported Design. Implement at your own risk.

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How to Remove Files Remaining on System after Uninstalling Receiver for Mac

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After uninstalling the Receiver and rebooting the system, ensure that the files or folders listed in this section have been removed from your system. If they still exist, remove them manually.

  1. /Applications-

    Citrix Receiver.app

  2. /Library

    – /Internet plug-ins/CitrixICAClientPlugIn.plugin

    – /LaunchAgents/com.citrix.AuthManager_Mac.plist

    – /LaunchAgents/com.citrix.ServiceRecords.plist

  3. /Users/Shared

    – /Citrix/Receiver Integration (entire folder)

  4. ~/Library

    – /Internet plug-ins/CitrixICAClientPlugIn.plugin

    – /Application Support/Citrix Receiver

    – CitrixID

    – Config

    – Module

    – /Preferences/com.citrix.receiver.nomas.plist

    – /Preferences/com.citrix.receiver.nomas.plist.lockfile

    – /Preferences/com.citrix.ReceiverFTU.AccountRecords.plist (added in 11.6)

    – /Preferences/com.citrix.ReceiverFTU.AccountRecords.plist.lockfile (added in 11.6)

  5. ~/Applications

    – Under this folder, you can delete any applications you previously added via the Receiver UI.

  6. /private/var/db/receipts

    – com.citrix.ICAClient.bom

    – com.citrix.ICAClient.plist

Important Notes

  • A tilde (~) placed at the beginning of a folder path refers to that folder’s location within the user profile. For example, ~/Library/Preferences/ refers to the Preferences folder within the user’s Library folder (e.g. /Users/<username>/Library/Preferences/). A path without a tilde refers to the system-wide version of that folder at the root of the system (e.g. /Library/Preferences/).

  • Note that certain folder mentioned in the list can be hidden directories on the system.

  • It is important to remember that certain items mentioned in this article might not exist on your system depending on the Receiver version(s) you previously installed.

Follow Me Data Notes

In version 11.6, the Follow Me Data feature is integrated into the Citrix Receiver for Mac. The files and folders that are compatible with this feature are listed.

You can remove the files that were not properly cleaned up by the uninstaller. You can also keep the user data that was previously synchronized on your system by Follow Me Data.

  1. The following locations should be cleaned up after running the uninstaller utility:

    – ~/Applications/Citrix/FollowMeData (this is a hidden folder that contains the application binary)

    – ~/Library/Application Support/ShareFile (contains user specific configurations)

    – /Library/PreferencePanes/FMDSysPrefPane.prefPane

  2. Installation information files that are okay to remove after uninstall:

    – /private/var/db/receipts/com.citrix.ShareFile.installer.plist

    – /private/var/db/receipts/com.citrix.ShareFile.installer.bom

File not cleaned up during uninstall that you may or may not want to delete depending on your needs:

– ~/ShareFile (contains the user data synchronized by Follow Me Data)

– /private/var/db/receipts

– com.citrix.ShareFile.installer.plist

– com.citrix.ShareFile.installer.bom


If you are Unable to find the Citrix WorkSpace App running on your MAC and if you want to forcefully quit

Press Cmd + Alt + Escape to see the Force Quit Applications menu.

This will show running apps, and lets you force-quit them if necessary – just highlight the Citrix WorkSpace App and click Force Quit.

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Unable to add a contact to the Citrix Cloud account

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By design as Citrix Cloud login requires my Citrix account

https://docs.citrix.com/en-us/citrix-cloud/overview/signing-up-for-citrix-cloud.html

When you sign in to Citrix Cloud for the first time, Citrix Cloud performs several actions to set up your account and prepare it for use. Most of these actions are automatic, like adding access to ShareFile, which comes with your Citrix Cloud account.

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