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Table of Contents

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

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DryvIQ allows you to analyze, migrate, copy, and synchronize files between this content and cloud storage repositories and on-premise network file shares. The first step is to create the connection to the ShareFile account by providing the connection information required for

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DryvIQ to connect to the platform/server. The connector can be created using any user account with permissions to access the content.

Create Connection |

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User Interface

  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

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  1. your account’s subdomain and select Continue.

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

  3. 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.)

  4. Select Done.


Add connection modal - Citrix ShareFile Shared Folders

Citrix ShareFile Shared Folders - Use System Defaults.pngImage Added

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Citrix ShareFile Shared Folders - Use Custom Credentials.pngImage Added

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

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DryvIQ 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. 

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Optional

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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

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ShareFile Customer Log In Screens

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Connection Test Succeeded

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Features and Limitations 

Platforms all have unique features and limitations.

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DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. Utilize the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations. 

Files and Folders

Below is list of FileShare’s supported and unsupported features as well as additional file/folder restrictions. The information below the tables provides additional details about supported and unsupported features as well as best practices when using this connector. 

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Permission preservation

Segment path length: 180
(See Path Lengths below)

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Permission preservation

User impersonation

Restricted types

No leading periods in file or folder names

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Metadata map

Tags map

No leading spaces in file name/folder name

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Metadata map

No non-printable characters

Invalid surrogate pairs

Path Lengths

Citrix ShareFile does not impose restrictions for the total path length.

Segment path lengths are limited to 180 character. Segments are delimited by a forward slash (/). For example, <max 180 characters>/<max 180 characters>.


Create Connection |

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REST API

The following GET will return a ShareFile login link. Use the link to complete logging into the account and to grant

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DryvIQ access to the account. 

GET {{url}}v1/connections/platforms/sharefile-shared/new