ShareFile Shared Folders Connection

Learn how to create a connection to shared folders in ShareFile.


Overview

The Shared Folders section of your ShareFile account contains all folders you created and all folders you have been granted access to. The Citrix ShareFile Shared Folders connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between this content and cloud storage repositories, as well as on-premises network file shares. The first step is to establish a connection to the ShareFile account by providing the necessary connection information for DryvIQ to access the platform/server. The connector can be created using any user account with permissions to access the content.

Creating a Connection

  1. Expand the Manage section in the left navigation menu.
  2. Click Connections.
  3. Click Add connection.
  4. Select Citrix ShareFile Shared Folders as the platform on the Add connection modal.
  5. Enter the connection information. Reference the table below for details about each field.
  6. Click Sign in with Citrix ShareFile Shared Folders.
  7. On the ShareFile Login page, enter your account’s subdomain and click Continue.
  8. Next, enter the email address and password required to log in to the ShareFile account and click Sign In.
  9. You will see a green "Connected” message on the bottom of the modal when DryvIQ establishes connection. (If the connection fails, verify the information you entered.)
  10. Click Done.
Add Citrix ShareFile Shared Folders Connection Using System Client Credentials

 

Add Citrix ShareFile Shared Folders Connection Using Custom Client Credentials

 

Field Description Required
Display as

Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists.

 

If you do not add a display name, the connection will be automatically named using the account name associated with the connection. For example, Citrix ShareFile Shared Folders (John Doe). If it will be helpful for you to reference the connection by the account name, you should use the default name. 

Optional
 
User type  Required 
Connect as standard user  Select this option to create a standard connection that allows access to a user's files and folders. This is the default selection.  
Connect as account administrator  Select this option to create an administrator connection. This requires administrator privileges and grants access to all accounts within the organization. This option is often used along with impersonation to simplify transferring multiple user accounts. When connected as an administrator, the first level of folders will be user names.  
Platform API client credentials Required 
Use the system default client credentials  Select this option to use the default DryvIQ client application.   
Use custom client credentials   Select this option to use custom client credentials provided by your administrator. When selected, two additional fields will be available to enter the credentials.   
Client ID 
 
This field displays only when you select Use custom client credentials. Your administrator will provide this value.  Required when using custom credentials
Client Secret 
 
This field displays only when you select Use custom client credentials. Your administrator will provide this value.  Required when using custom credentials 

Features and Limitations

Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms, allowing you to configure actions based on Job Policies and Behaviors. The information below is platform-specific. Use the Platform Comparison‍ tool to see how your integration platforms may interact regarding features and limitations.

Supported Features Unsupported Features Other Features/Limitations
Version Preservation‍  Author/Owner Preservation‍   File Size Maximum‍: N/A
Timestamp Preservation‍  File Lock Propagation‍   Invalid Characters‍: / | * ? < > \ :
Account Map‍   Mirror Lock Ownership‍   Path Length Maximum‍: N/A
See below for more information.
Group Map‍  Permission Preservation‍  Segment Path Length‍: 180
See below for more information.
User Impersonation‍  Restricted Types‍  No leading periods in file or folder names
Metadata Map‍  Tags Map‍  No leading spaces in file name/folder name
    No non-printable characters
    Invalid surrogate pairs

Access Controls

The ShareFile API does not provide access to file-level permissions. Therefore, DryvIQ can only report on folder-level access controls. Refer to ShareFile’s API documentation for Access Control for more information.

Path Lengths

Citrix ShareFile does not impose restrictions on the total path length. However, segment path lengths are limited to 180 characters. Segments are delimited by a forward slash (/). For example, <max 180 characters>/<max 180 characters>.