Product Documentation

Create and manage StorageZone Connectors

Feb 18, 2016

StorageZone Connectors provide access to documents and folders in:

  • SharePoint sites, site collections, and document libraries
  • Network file shares

Users with permission to view a connected resource can browse connected SharePoint sites, SharePoint libraries, and network file shares from the ShareFile web interface and ShareFile clients.

By default, connector browsing is disabled for the ShareFile web interface. To enable connector browsing, contact ShareFile Support.

StorageZone Connectors do not support document sharing or folder sync across devices.

To grant permissions to create StorageZone Connectors

Use the Manage Users page to set permissions that enable Administrators and employee users to create connectors, as follows:

  • Administrators: Create and manage Connectors. Enables administrators to use the ShareFile administrator console to create and manage connectors and to use a supported ShareFile client to create connectors.
  • Employee users: Create SharePoint Connectors; Create Network Share Connectors. Enables users of supported ShareFile clients to enter the URL of a SharePoint library or network file share and create a connector to it.

To create a StorageZone Connector for SharePoint

Pre-requisite

  • If you are using StorageZones for ShareFile Data, create the zone to be used for the connector.

The following steps describe how to create a StorageZone Connector from the ShareFile web interface. ShareFile users can also create a connector from supported devices by typing the URL of the SharePoint site.

  1. Log on to your ShareFile account as an administrator, click the Connectors tab, and then click Create Connector.
  2. From the Type menu, choose SharePoint.
  3. If you are using StorageZones for ShareFile Data, choose a Zone for the connector.

    The zone for a connector must either be in the same domain as the SharePoint server or must have a trust relationship with it. If you have SharePoint servers in multiple domains and cannot configure trusts between the domains, create a StorageZones Controller for each domain.

  4. For Site, specify the URL of a SharePoint root-level site, site collection, or document library, in the following forms.
    • Example connection to a SharePoint root-level site: https://sharepoint.company.com

      A connection to a root-level site gives users access to all sites (but not site collections) and document libraries under the root-level. ShareFile hides SharePoint system folders from users.

    • Example connection to a SharePoint site collection: https://sharepoint.company.com/site/SiteCollection

      A connection to a site collection gives users access to all subsites within that collection.

    • Example connection to a SharePoint 2010 document library:
      • https://mycompany.com/sharepoint/
      • https://mycompany.com/sharepoint/sales-team/Shared Documents/
      • https://mycompany.com/sharepoint/sales-team/Shared Documents/Forms/AllItems.aspx
    • Example connection to a SharePoint 2013 document library:

      The default SharePoint 2013 URL (when Minimal Download Strategy is enabled) is in the form: https://sharepoint.company.com/_layouts/15/start.aspx#/Shared%20Documents/.

    • Example connection that redirects to the NetBIOS name of an authenticated user:

      Use the variable %UserDomain% to substitute the logon name of the authenticated user with the NetBIOS name of that user. The new variable enables you to create a site-level connector to a URL such as https://example.com/%UserDomain%_%UserName%/Documents.

  5. Type a user-friendly Name for the connector.

    The name is used to identify the SharePoint site to users. The name should be brief so it displays well on mobile devices with small screens.

  6. Click Add Connector. The View/Edit Folder Access dialog box appears.
  7. To make connectors visible to others: In View/Edit Folder Access, add users and distribution groups and then click Save Changes.

    This step determines only whether a connector is visible to users. StorageZone Connectors inherits access permissions from the SharePoint server.

To create a StorageZone Connector for network file shares

Pre-requisite

  • If you are using StorageZones for ShareFile Data, create the zone to be used for the connector.

The following steps describe how to create a connector from the ShareFile Web interface. ShareFile users can also create a connector from supported devices by typing the path of a file share.

  1. Log on to your ShareFile account as an administrator, click the Connectors tab, and then click Create Connector.
  2. From the Type menu, choose File Share.
  3. If you are using StorageZones for ShareFile Data, choose a Zone for the connector.

    The zone for a connector must either be in the same domain as the file share or must have a trust relationship with it. If you have file shares in multiple domains and cannot configure trusts between the domains, create a StorageZones Controller for each domain.

  4. For Path, type the UNC path.

    Example with FQDN: \\fileserver.acme.com\shared

    You can use the following variables in the UNC path:

    • %UserName%

      Redirects to a user's home directory. Example path: \\myserver\homedirs\%UserName%

    • %HomeDrive%

      Redirects to a user's home folder path, as defined in the Active Directory property Home-Directory. Example path: %HomeDrive%

    • %TSHomeDrive%

      Redirects to a user's Terminal Services home directory, as defined in the Active Directory property ms-TS-Home-Directory. The location is used when a user logs on to Windows from a terminal server or Citrix XenApp server. Example path: %TSHomeDrive%

      In the Active Directory Users and Computers snap-in, the ms-TS-Home-Directory value is accessible on the Remote Desktop Services Profile tab when editing a user object.

    • %UserDomain%

      Redirects to the NetBIOS domain name of the authenticated user. For example, if the authenticated user logon name is "abc\johnd", the variable is substituted with "abc". Example path: \\myserver\%UserDomain%_%UserName%

    The variables are not case sensitive.

    Important: Do not create a connector to the ShareFile Data storage location. Depending on user permissions, doing so can enable users to remove all ShareFile Data.
  5. Type a user-friendly Name for the connector.

    The name is used to identify the file share to users. The name should be brief so it displays well on mobile devices with small screens.

  6. Click Add Connector. The View/Edit Folder Access dialog box appears.
  7. To make connectors visible to others: In View/Edit Folder Access, add users and distribution groups and then click Save Changes.

    This step determines only whether a connector is visible to users. StorageZone Connectors inherits access permissions from the network share. Permissions for read/write access are determined by the security settings of the network share and are also affected by the ShareFile plan.

    To change this setting later, click the Connectors tab and then click Edit/View Access for the connector you want to update.

To change a connector name

A connector name is used to identify a SharePoint site or network file share to users.

  1. Log on to your ShareFile account as an administrator and then click the Connectors tab.
  2. In the Title column, click the connector name.
  3. Type a user-friendly Name for the connector and then click Save.

To delete a connector

Deleting a connector does not remove data from SharePoint or a network file share.

  1. Log on to your ShareFile account as an administrator and then click the Connectors tab.
  2. Select the check box for the connector, click Delete, and then click OK.