Product Documentation

To synchronize ShareFile users with Services Manager

Jun 05, 2015
Updated: 2014-01-29

To ensure accurate reporting of customer activity, it is important to ensure provisioned users in Services Manager correspond with active user accounts in ShareFile. To do this, you can synchronize user accounts between Services Manager and ShareFile and generate bulk provisioning requests for any account additions or deletions that are detected. To perform this synchronization, you use the command-line utility ShareFileSyncUsers.exe, included with the ShareFile service. This utility is installed when you import the ShareFile service package and is typically located at C:Program Files (x86)CitrixCortexProvisioning Engine.

If the synchronization detects a new ShareFile user for a customer that matches a user in Services Manager, Services Manager provisions the ShareFile service to the user. If a user in Services Manager is no longer an Employee user in ShareFile, Services Manager deprovisions the service for the user.

To run this utility at regular intervals, create a scheduled task on the server hosting the Provisioning Engine.

  1. Launch Task Scheduler: Click Start > All Programs > Accessories > System Tools > Task Scheduler.
  2. Create a new task:
    1. In the left pane of the console, expand Task Scheduler Library, expand Citrix, and then select CloudPortal Services Manager.
    2. In the right pane, under Actions, click Create Task.
    3. On the General tab, name the task ShareFile Sync.
    4. In Security Options, under When running this task, use the following user account, click Change User or Group and select the Provisioning Engine scheduled task user. By default, this account is cortex_dirmon_svc.
    5. Select Run with highest privileges.
    6. On the Triggers tab, click New and select Daily. Click OK.
    7. On the Actions tab, click New, configure the following settings, and click OK:
      • In Action, select Start a program.
      • In Program/script, click Browse and select the path of the ShareFileSyncUsers utility. The default path is C:Program Files (x86)CitrixCortexProvisioning Engine.
    8. Click OK to save the task.