Set up ShareFile

After you create or link your ShareFile account, perform the following tasks:

  1. Provision administrators.
  2. Provision users.
  3. Import Active Directory users into ShareFile.
  4. Configure authentication.

Provisioning Administrators

The first thing you need to do is provision administrators. When your account was created, it was provisioned with a master administrator account. This was the first administrator added to your Citrix Cloud account. In addition to this administrator, you can provision additional administrators. Any additional administrator provisioned within Citrix Cloud will be added to ShareFile with administrator access.

Provisioning Users

To begin using your new ShareFile account, you must add users and configure authentication. In the Citrix Cloud environment, you will want to enable SSO between the different components. In order to provide a seamless experience to your end users, you will use SAML to authenticate against your Active Directory user accounts.

Importing Active Directory Users into ShareFile

The ShareFile User Management Tool (UMT) makes it easy for you to add your Active Directory users into ShareFile. You can use the tool to provision user accounts and create distribution groups from Active Directory (AD).

Importing users from Active Directory can take some time and be resource intensive. To help with this, you can schedule the tool to run at selected times. In addition to the initial import, you can also use the tool to keep your ShareFile users synchronized with your AD users.

For more information about the UMT, see User Management Tool for Policy-Based Administration.

Configuring Authentication

After you have imported your users in to ShareFile, you must configure authentication. When using the Citrix Cloud environment, you will want to use SSO. SSO will be done using the SAML protocol. In this environment you have two options for configuring SAML – either using ADFS or via Endpoint Management SAML authorization.

Configuring Authentication with ADFS

You can integrate your ShareFile account with Active Directory (AD) to enable single sign-on for users with AD credentials. ShareFile supports Security Assertion Markup Language (SAML) for single sign-on. You configure ShareFile to communicate with a SAML-based federation tool running in your network. User logon requests are then redirected to Active Directory. You can use the same SAML Identity Provider that you use for other web applications. For more information, see ShareFile Single Sign-On SSO.

Configuring Authentication to your Active Directory with Endpoint Management

You can configure Endpoint Management and Citrix Gateway to function as a SAML identity provider for ShareFile. In this configuration, a user logging on to ShareFile using a web browser or other ShareFile clients is redirected to the Endpoint Management environment for user authentication. After successful authentication by Endpoint Management, the user receives a SAML token that is valid for logon to their ShareFile account. For more information, see Single Sign On for ShareFile with Citrix Gateway.

Accessing ShareFile

Now that you have configured your users and authentication, you should look at how ShareFile will be accessed. There are two specific types of access you need to look at: administrator access and user access.

Administrator Access

As administrator, you may need to make changes to your ShareFile configuration or manage your account.

Accessing the Content Collaboration Administrator UI through Citrix Cloud

You can access the Content Collaboration Web UI directly through the Citrix Cloud. Access through the Citrix Cloud provides a slightly trimmed down version of the ShareFile Web UI. It contains everything you need to configure access for your users and set up your account.

To access the Content Collaboration Administrator UI from the Citrix Cloud console, select My Services > Content Collaboration from the Citrix Cloud menu.

Accessing the ShareFile Administrator UI Directly

There may be some ShareFile administrator settings that you are unable to access using the Citrix Cloud version of the console. If you need additional functionality, your ShareFile account can be accessed directly through the regular ShareFile login page. You can access the login page by going to https://YourSubdomain.sharefile.com.

Note: This is not the recommended method for accessing the ShareFile Administrator UI in a Citrix Cloud environment.

User Access

There are three options on how users will access their data in ShareFile. Data can be accessed directly using the Web UI. The other two options depend on what other applications you have enabled. If you have Citrix Virtual Apps and Desktops or Endpoint Management enabled, users can access their data through one of those applications.

Accessing ShareFile through the Web UI

End users can access ShareFile directly by going to http://YourSubdomain.sharefile.com.

Accessing ShareFile with Citrix Virtual Apps and Desktops

Accessing ShareFile with Citrix Virtual Apps and Desktops will be done using the ShareFile Sync Client. The ShareFile Sync Client allows you to sync your documents between a local client and the ShareFile cloud.

Using ShareFile Sync for Windows

On Citrix Virtual Apps and Desktops you will be using ShareFile Sync for Windows. ShareFile Sync for Windows can be preinstalled into your desktop image before deploying to end users. For more information about using ShareFile Sync, see ShareFile Sync for Windows User Guide.

You must start by installing ShareFile Sync for Windows in your Citrix Virtual Apps and Desktops environment. You can install the client once and have it propagated to all of the Citrix Virtual Apps and Desktops sessions in your environment. For installation instructions, see ShareFile Sync for Windows in the Citrix Knowledge Center.

Implementing ShareFile On-Demand Sync

ShareFile On-Demand Sync is used when you want to deploy the smallest possible data footprint into your Virtual Apps and Desktops environment. For more information about implementing ShareFile On-Demand Sync, see ShareFile On-Demand Sync Configuration in the Citrix Knowledge Center.

Accessing ShareFile with Endpoint Management

Follow Citrix ShareFile for Endpoint Management for information on wrapping the ShareFile application and deploying Single Sign-On between Endpoint Management and ShareFile.

Accessing ShareFile with Endpoint Management

For information on wrapping the ShareFile application and deploying Single Sign-On between Endpoint Management and ShareFile, see Citrix ShareFile for Endpoint Management.

Set up ShareFile