Configuration

Setting up Content Collaboration

After you create or link your Citrix Content Collaboration account, you can perform the following tasks:

  1. Provision administrators.
  2. Provision users.
  3. Import Active Directory users into Citrix Content Collaboration.
  4. Configure authentication.

Provisioning 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 Citrix Content Collaboration with administrator access. For more information, see Administrator.

Provisioning Users

To begin using your new Citrix Content Collaboration 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. For more information, see Manage users home.

Importing Active Directory Users into Citrix Content Collaboration

The Citrix Content Collaboration User Management Tool (UMT) makes it easy for you to add your Active Directory users into Citrix Content Collaboration. 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 Citrix Content Collaboration 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 Citrix Content Collaboration, 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 Citrix Content Collaboration account with Active Directory (AD) to enable single sign-on for users with AD credentials. Citrix Content Collaboration supports Security Assertion Markup Language (SAML) for single sign-on. You configure Citrix Content Collaboration 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 Citrix Content Collaboration single sign-on configuration guide for ADFS 3 and Citrix Content Collaboration single sign-on configuration guide for ADFS 4.

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 Citrix Content Collaboration. In this configuration, a user logging on to Content Collaboration using a web browser or other Citrix Files 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 Content Collaboration account. For more information, see Citrix Content Collaboration single sign-on configuration guide for Citrix Gateway.

Accessing Content Collaboration

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

Administrator Access

As administrator, you might need to make changes to your Content Collaboration 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 Content Collaboration 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 Content Collaboration Administrator UI Directly

There might be some Content Collaboration administrator settings that you are unable to access using the Citrix Cloud version of the console. If you need additional functionality, your Content Collaboration account can be accessed directly through the regular Content Collaboration 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 Content Collaboration Administrator UI in a Citrix Cloud environment.

User Access

There are three options on how users will access their data in Content Collaboration. 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 Content Collaboration through the Web UI

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

Accessing Content Collaboration with Citrix Virtual Apps and Desktops

Accessing Content Collaboration with Citrix Virtual Apps and Desktops will be done using Citrix Files for Windows. Citrix Files allows you to access your files in Content Collaboration directly through a mapped drive providing a native Windows Explorer experience.

Using Citrix Files for Windows

On Citrix Virtual Apps and Desktops you will be using Citrix Files for Windows. Citrix Files for Windows can be preinstalled on your desktop image before deploying to end users. You can install the app once and have it propagated to all of the Citrix Virtual Apps and Desktops sessions in your environment. For more information about using Citrix Files for Windows, see the following articles:

Accessing Citrix Content Collaboration with Endpoint Management

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

Configuration