Product Documentation



Before installation, make sure that any prior instance of the User Management Tool that is version 1.8 or earlier has been uninstalled and the associated Scheduled Tasks have been disabled or deleted. This is required because the UMT rules on a Policy Based Administration account are vastly different and you cannot upgrade an old-style UMT rule to a new PBA-style rule.

Once you have made sure all previous versions of the UMT have been removed, navigate to and log in. If you do not have a user account you can easily register for one on the page. Once logged in, hover over the downloads link at the top of the page and then select ShareFile from the product drop down. On this page, you should see a link to download the latest ShareFile User Management Tool installer. Run the installer and follow the prompts to complete the installation. When finished a shortcut for the application will be placed on your desktop and in the start menu.

  1. From the ShareFile download page at, download the latest User Management Tool installer to a server that is in the AD domain.

  2. Follow the prompts to complete the installation.

    A shortcut for the tool is placed on the Start menu and your desktop.

  3. Start the User Management Tool. The User Management Tool log on page appears.

  4. Enter the ShareFile account information and then click Log on.

    Account URL is your ShareFile account URL, in the form or, in Europe,

    The User Management Tool window appears.

  5. If you need to configure a proxy server, click the options icon and then click Configure Proxy.


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