To reach the settings section click the gear icon in the upper right hand side of the UMT. The UMT has two sets of options which can be set on the tool.

One is a set of global options which will applyacross all UMT installations for your account and the other is a set of local options specific to the current installation.

Global Options

Global options affect the way rules are run through UMT and will be changed across all installations for your account. Options will come preset with the most common settings seen.

Automatically disable users not part of domain rules: This option should only be used in extremely rare cases where all membership in ShareFile is very strictly managed by a single set of all-encompassing rules.If you currently or will eventually have more than one domain in your organization, it is best practice to leave this rule unchecked. When enabled the user management tool will find any users in ShareFile who are not part of the active rules(per domain)being run and will disable them. For security, the master admin will not be disabled even when this is selected. Best practice is to keep this item unchecked.

What should UMT do if an error occurs process a Rule in a scheduled job?: Occasionally errors are encountered when running tasks and this setting determines how the tool should react to those errors when performing unattended scheduled tasks. Options are to abort the entire scheduled job or to continue working on the job and process other rules after the failed one. Either option will create errors in the dashboard logs and mark the rule as failed.

Local Options

These options will only apply to a single UMT installation and will not be carried over to other installs connected to your account.

Log details of rules processing & API calls: This feature provides more in-depth logging of actions including the API communication the tool performs to communicate with the ShareFile SaaS application.

Enable detailed logging of Active Directory Operations: This feature will store more in-depth logging information over AD operations and features such as ID’s, groups, and users. The path for storing this data is also typically C:\ProgramData\Citrix\ShareFile\User Management Tool \Umt_AD_Diagnostic.log

Proxy: Information for configuring and exporting proxy settings is also stored under local configuration. Since proper traffic flow is needed to log in with this tool if you are unable to authenticate to the UMT you can also manually set up proxy using the settings in the proxy section above.

Help and Information

You can locate the help and information section by clicking the question mark icon in the top right hand corner of the User Management Tool. A pop up help window will appear providing contact information for the ShareFile support team as well as web resources for more information.

Additionally, this page will indicate the UMT version and legal information as well as provide links to the logs, data folder, and install location.

If you encounter an error which needs additional troubleshooting support please reach out to the ShareFile support team with the email address or phone number listed here and be prepared to provide the version number and logs for review.