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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 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 DryvIQ to connect to 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 you 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 connection modal for Citrix ShareFile Shared Folders

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 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. 

Domain

Optional

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. 

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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Features and Limitations 

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

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 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

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>.