You provision user accounts by choosing AD Organizational Units (OUs). The User Management Tool matches accounts based on email address and adds or updates employee account information in ShareFile.
When you add a distribution group and choose to create employee accounts, users accounts are linked to AD only if those users already have a ShareFile employee account. If an employee user is not in ShareFile, they do not appear in the distribution group created using the User Management Tool.
When ShareFile synchronizes with AD, ShareFile uses logon names and email addresses to validate employee accounts against AD. AD groups synced with ShareFile through the User Management Tool will sync as a distribution group in ShareFile.
ShareFile has a limit of 2000 users per distribution group.
A shortcut for the tool is on the Windows Start menu. The tool is installed in C:\Program Files\ShareFile\umt.exe.
The connected subdomain appears on the Dashboard. To connect to a different subdomain, click the icon.
Your AD Organizational Units (OUs) appear.
You can specify storage quotas, whether to use values from AD for ShareFile employee information, and settings for new accounts, such as a StorageZone and user permissions. For more information, click the question mark icon in the dialog box.
The settings are applied when a new account is created.
The Edit Groups Rule dialog box opens.
If you choose to create employee accounts and a user in an AD group already has a ShareFile employee account, the account is linked to AD.
The changes that will occur when the rules are run appear in the Actions area. If no changes are listed, the rules you applied did not result in new or changed user accounts or groups. Click a user to view details provided from AD.
To ensure that ShareFile is kept up-to-date with AD changes, specify a synchronization schedule.
Jobs are stored in %ProgramData%\Citrix\ShareFile\UserManagementTool\Jobs.
The Windows user context in effect when you create a job is also used to run the job.
If you will run the scheduled job as a non-administrative user, you must configure it to use the proxy settings as described in the "Configure a proxy server" section of Configure the User Management Tool.