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  1. Select Connections > Add connection.

  2. Select Citrix ShareFile Shared Folders as the platform on the Add connection modal.

  3. Enter the connection information. Reference the table below for details about each field.

  4. Select Sign in with Citrix ShareFile Shared Folders.

  5. On the ShareFile Login page, enter you account’s subdomain and select Continue.

  6. Next, enter the email address and password required to log in to the ShareFile account and select Sign In.

  7. You will see a "Connection test succeeded" message on the Add connection modal. (If you don't see this message, repeat the sign in and authorization steps above.)

  8. Select Done.


Add connection modal - Citrix ShareFile Shared Folders

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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 automatically be named using the account name for the connection. For example, Citrix ShareFile Shared Folders (John Doe). If it will be useful 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 to access 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 SkySync client application.

Use custom client credentials 

Select this option to use custom client credentials provided by your administrator. When selected, three additional fields will be available to enter the credentials. 

Domain

This field displays only when you select Use custom client credentials. This is the URL required to log in to the ShareFile account.This value will be provided by your administrator. 

Optional

Client ID

This field displays only when you select Use custom client credentials. This is the client ID required to connect to the ShareFile account. This value will be provided by your administrator. 

Optional

Client Secret

This field displays only when you select Use custom client credentials. This is the client secret required to connect to the ShareFile account.This value will be provided by your administrator. 

Optional

ShareFile Customer Log In Screens

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Connection Test Succeeded

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Features and Limitations 

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Supported Features (tick)

Unsupported Features (error)

Other Features/Limitations (warning)

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 Path Lengths below)

Group map

Restricted typesPermission preservation

Segment path length: 180
(See Path Lengths below)

Permission preservation

Tags mapUser impersonation

Restricted types

No leading periods in file or folder namesUser impersonation

Metadata map

Tags map

No leading spaces in file name/folder nameMetadata map

No non-printable characters

Invalid surrogate pairs

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