If you have multiple email addresses connected to the same Outlook client, the ShareFile Outlook Plugin will only send emails with ShareFile attachments via the email address listed as the default under Data Files within the Outlook client Account Settings.
Tag: ShareFile
ShareFile FTP – Setup Configuration Examples
Article Contents
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Advanced Connectionsfor ShareFile FTP
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
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.
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
- Click on File.
- Select Site Manager. A new window will pop up. Click New Site and set it up as follows:
- Name the connection. e.g. ‘ShareFile’
- Host – Server address
- Server Type – For FTP, select Regular FTP. For FTPS, select Require implicit FTP over TLS.
- Login Type – ‘Normal’
- User – Enter username in format subdomain/email address
- Enter Password – ShareFile account password
- Click on the Transfer Settings tab
- Select Passive Mode
- Click the Connect button
Ipswitch FTP
- Click File.
- Select Connect
- Select Connection Wizard
- Name the connection – e.g. ‘ShareFile’
- Connection Type –> Regular FTP: Select ‘FTP’ from drop down. Secure FTP: Select ‘FTP/Implicit SSL’ from drop down
- Enter Server Address
- Enter user name
- Format of ‘subdomain’/’email address’
- Enter Password
- ShareFile account password
- Click on the ‘Advanced’ button
- Select the ‘Advanced’ tab on the leftc
- Make sure the check box for ‘Use Passive mode for data connections’ is selected
- Click Ok and Finish
Cute FTP
- Click on the ‘File’ drop down menu
- Select ‘New’ –> Regular FTP: Select ‘FTP’ from drop down. Secure FTP: Select ‘FTP/Implicit SSL’ from drop down
- A new window will pop up
- Label – A connection name, e.g. ‘ShareFile’
- Host name – Server address
- Enter user name – Use format of subdomain/email address
- Enter password – ShareFile account password
- Login method – Normal
- Select Type.
- Under the Data connections type select: Use PASV
- Click the Connect button
Smart FTP
- Click File
- SelectNew Remote Browser
- Protocol – Regular FTP: Select ‘FTP’ from drop down. Secure FTP: Select ‘FTP over SSL Implicit’
- Host – Server address
- Enter user name – Format of ‘subdomain’/’email address’
- Enter Password – ShareFile account password
- Name the connection – e.g. ‘ShareFile’
- Click on the Properties button
- Highlight the Connection tabc
- Under Data Connection and Mode, selectPassive Mode
- Click Ok
Cyberduck for Mac
- Click the Open Connection icon
- Protocol: FTP
- Server – Server address
- Enter username – Format of subdomain/email address
- Enter password – ShareFile account password
- Click on the More Options button
- Click Connect Mode and select Passive
- Click Connect
Related:
Send a Document for Signature in ShareFile
1. To send a document for signature from ShareFile, right-click on the document and select Send for Signature.
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.
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.
6. On the next screen, you will create the request and annotation fields for the document signers.
7. When finished, click Next: Review.
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.
10. Once completed, the signed document will upload to the ShareFile folder it was sent from (with “-signed” added to the file name).
Related:
Which SSO flow does ShareFile support?
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.
Related:
Configure Citrix Endpoint Management as SAML IDP for ShareFile
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.
Related:
Use Client Certificate to Bypass SAML LDAP Credentials
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.
Related:
How to Remove Files Remaining on System after Uninstalling Receiver for Mac
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.
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/Applications-
Citrix Receiver.app -
/Library
– /Internet plug-ins/CitrixICAClientPlugIn.plugin
– /LaunchAgents/com.citrix.AuthManager_Mac.plist
– /LaunchAgents/com.citrix.ServiceRecords.plist -
/Users/Shared
– /Citrix/Receiver Integration (entire folder) -
~/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) -
~/Applications
– Under this folder, you can delete any applications you previously added via the Receiver UI. -
/private/var/db/receipts
– com.citrix.ICAClient.bom
– com.citrix.ICAClient.plist
Important Notes
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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/).
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Note that certain folder mentioned in the list can be hidden directories on the system.
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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.
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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 -
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.
Related:
Slow Transfers While Downloading From or Uploading to ShareFile
Numerous factors outside of ShareFile’s control could potentially impact your overall download or upload speed.
Size – Large files take longer to download/upload than small files. Many small files can take longer to download than one large file. Deep folder structures take longer to download/upload than simpler folder structures
ISP Capability
- Your download or upload speed may vary depending on the quality of your connection, the presence of other users on your network such as in a shared or office environment, and various other factors related to your ISP. If your download or upload speeds are not satisfactory, please check your connection and consult your ISP.
- If you are a customer located in the United States and would like to know more about national broadband availability and advertised vs actual average speeds, click here to view a 2015 study conducted by the Federal Communications Commission.
- In the event that ShareFile is experiencing a significant issue with storage servers or infrastructure that is impacting customer downloads or uploads, real-time updates will be posted at https://status.sharefile.com/. You can subscribe to be alerted about future occurrences by phone or email.
Geographic Proximity
- Under normal circumstances, the farther your data has to travel, the longer it will take to download/upload. ShareFile servers are located in multiple locations around the world. If your account’s files are stored primarily on the eastern coast of the US, for example, then upload or download speeds from China or Australia may be impacted by geographic proximity.
- If you believe you are communicating with servers that are geographically distant to your working location, please reach out to ShareFile customer support about updating your primary storage server.
Related:
Unable to add a contact to the Citrix Cloud account
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
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.
Related:
SAML Users First Time Confirmation
Users logging in with company credentials – commonly referred to as SAML or Single Sign-On – will now have an updated first-time login experience based on the account and user configuration.
If the account or user falls into one of the following 3 configurations, the user(s) will be auto confirmed on creation. This means that instead of going through a user activation flow during their first time logging in to ShareFile, they will be taken directly into the application.
Configurations:
1. If Require SSO Login is set to ‘yes’ within the Single sign-on / SAML 2.0 Configuration section under Admin Settings > Security > Login & Security Policy Page then users that do not have any admin permissions will go directly into the application upon first login and skip the user activation flow. Anyone with an Admin permission within ShareFile will still need to go through the traditional user activation flow.
2. If the following two items are ‘true’ then the end user will go directly into the application and skip the user activation flow:
- Enable SAML is set to yes and the administrator on the account and successfully configured a SAML Identity Provider
- The end user is an employee user and does not have permission to ‘Change his/her password’
3. If the admin has called into ShareFile support and enabled their login page to redirect to their SAML login page, then all users will go directly into the application upon first time logging in and will skip the user activation flow.
- Note, when this is configured, all users will be taken directly to the accounts SAML login page instead of the ShareFile split screen login page – this includes admins and client users which means everyone must be in your Active Directory if you want them to login. Please speak with a ShareFile representative to discuss any draw backs of enabling this login page on your account.
What does this mean for my end user?
This means that if a user falls into any of the above three configurations, either based on the account configuration or how you configured the user’s permissions, then upon first time logging into ShareFile they will skip the user activation flow, as depicted via the screenshots below, and will instead be taken directly into ShareFile.
In the case where the employee is auto confirmed, then they also will not receive a welcome email if created directly via the API or User Management Tool. It is expected that the administrator either sends their own welcome email, or does a bulk welcome email resend from within the ShareFile Web Application. If the user was created from within the ShareFile Web Application, you can still choose to send a welcome email, though the activation link in the email will take the user directly to “https://[subdomain].sharefile.com”, and they will be able to log in with their Active Directory credentials immediately.