About User Management Tool

The User Management Tool enables you to provision employee user accounts and distribution groups from Active Directory (AD).

The User Management Tool:

  • Enables provisioned users to sign in to ShareFile/Citrix Files using their AD credentials.
  • Stores user account provisioning rules with your account information in the Citrix cloud. You can install the tool on any machine and access your rules by logging in to your account.
  • Matches ShareFile/Citrix Content Collaboration accounts to AD based on email address, links your existing employee accounts to AD, and updates employee account information in ShareFile/Citrix Content Collaboration.
  • Enables you to specify options, including the authentication method and default storage zone for each provisioning rule.
  • Enables you to use distribution groups to manage folders and easily share documents with a group.
  • Keeps ShareFile/Citrix Content Collaboration in sync with AD changes based on the schedule you specify. You can create multiple, named synchronization jobs in the User Management Tool. To run a job, the User Management Tool uses the same Windows user context that was active when the job was scheduled.
  • Supports a proxy server connection between the User Management Tool and ShareFile/Citrix Content Collaboration.
  • Includes a log file to help with troubleshooting Citrix API-related issues.

What’s new

What’s new in 1.8.1

  • Support for TLS 1.2 Security Protocol.
  • AD Link Reset Mode - Added the ability to relink users in your account. More details on how this flow works can be found at Relinking users in your ShareFile account.
  • Added a check when linking a user via the UMT. We now check to see if the email address matches in Active Directory (AD) compared to the user in ShareFile/Citrix Content Collaboration, in addition to whether the AD GUID in AD matches the user in ShareFile/Citrix Content Collaboration.

What’s new in 1.8

User Management Tool 1.8 includes performance enhancements and quality improvements.

What’s new in 1.7.6

User Management Tool 1.7.6 includes the following improvements and fixes:

  • If the UMT cannot read the user’s disabled state, we leave the user as “unknown” and populate a message requesting the UMT to be run in elevated mode.
  • Fixed an odd bug where if a Group rule is added to the UMT and a user in that group is not in ShareFile (or going to be in ShareFile using a User rule) then that user was being created as a client.
  • If the user adds a ShareFile secondary email address through the ShareFile web application, the UMT is now aware of such actions.
  • Fixed a bug where after a rule has been created and successfully run, the Refresh button fails to show any newly added members of the group in the Actions column unless UMT is restarted.

What’s new in 1.7.5

User Management Tool 1.7.5 includes performance enhancements.

What’s new in 1.7.4

User Management Tool 1.7.4 includes the following enhancements:

  • Update to the Groups tab. Groups no longer load automatically. Users must search for them individually. If you do not add any text in the search field and select Search, it attempts to load all the companies’ groups.
    • There are two settings for how you can search for groups in the Groups tab:
      • Contains: Returns all groups with names containing the specified search terms.
      • Starts With: Returns all groups with names starting with the specified search term.
  • Returned Groups are now reordered alphabetically.
  • Email notifications are sent when a client is prompted to an employee.

What’s new in 1.7.3

User Management Tool 1.7.3 includes these enhancements:

  • The User Management Tool now supports provisioning user accounts into restricted zones.
  • When you update a rule that is part of scheduled jobs, the User Management Tool displays a message to remind you to update the jobs.

What’s new in 1.7.1

  • A new global option lets you choose whether to continue scheduled jobs when the User Management Tool cannot process a rule due to a problem such as a missing last name or email address in an Active Directory record. Previously, the tool always stopped jobs when it encountered an error. By default, the User Management Tool now continues to the next rule after an error occurs.

    The tool also skips subsequent rules that are based on the same AD object as a rule that resulted in an error. For example, if the action to create users for a particular AD group fails, the tool also skips an action to create a distribution group for the same AD group. This prevents the creation of a distribution group with members that are not yet created as ShareFile users.

  • The Options page includes a Save or Close button so you know whether your changes have been saved.

  • Scheduled jobs can now use the proxy settings configured for the User Management Tool even if those jobs are run under a different account, such as a Windows service account. This feature requires configuration, as described in the “Configure a proxy server” section of Configure the User Management Tool.

What’s new in 1.7

  • Support for migrating a group of AD users to a different StorageZone, including Citrix-managed and on-premises zones.

    To get started, select the new Zones tab in the User Management Tool.

  • Per-user storage quota for ShareFile files and folders. Specify the quota when provisioning accounts with the User Management Tool.

    In the Edit Users Rule dialog box, you can choose to use the default storage quota specified in the ShareFile account-wide preferences or you can specify a storage quota to override the default value.

    A user who is in multiple AD groups is allowed the largest quota specified in the groups.

Fixed issues

Fixed issues in 1.7.5

  • Added rule that prevents a user from entering more than 50 characters in the company field within a rule [SFUMT-53]
  • Corrected issue where UMT may fail to import users in a group if users are in a particular named OU [SFUMT-51]

Fixed issues in 1.7.4

  • Fixed layout issues and registry errors [SFUMIT-40]

Fixed issues in 1.7.3

  • The User Management Tool does not support provisioning user accounts into restricted StorageZones. [SFUMT-42]
  • For some accounts, scheduled tasks assign all new users to the wrong zone. [SFUMT-34]

Fixed issues in 1.7

  • The User Management Tool installer prompts you to install .NET Framework 4.0 instead of the required .NET Framework 4.5. [17846]
  • The User Management Tool does not indicate that a distribution group was not created because it contains more than the maximum of 2000 users allowed by ShareFile. [127822 and 91356]
  • A scheduled job will not run if you save the job with the default Start On date. To work around this issue, type a different Start On date and then change the date back to the current date. [87453]
  • The Update existing job setting is active in the Save Job dialog box even if there are no scheduled jobs. [88609]
  • The User Management Tool allows invalid values for custom storage quotas. [89554]
  • The User Management Tool cannot run a job that includes a space in the job name. To work around this issue, do not use spaces in job names. [17230]

Known issues

  • If your site uses ShareFile Two-Step Verification, you must use a password that is specific to the User Management Tool to log on to it.
  • The User Management Tool creates a new distribution group if it finds a distribution group name in ShareFile that matches an AD group name. The tool does not combine the AD group with the existing distribution group.