ShareFile Sync for Mac is designed to provide ShareFile customers with an easy way to access and synchronize personal folders from your ShareFile account to your local computer. For Mac OS X 10.10 and higher. New in Sync for Mac 3.2.1: UPDATES INCLUDE: ShareFile icon and color theme change from green to blue.

ShareFile: How to Use ShareFile. Drag and drop files to upload or download, share files. How to Use Sync for Windows to Sync Files. ShareFile Sync for Mac is designed to provide ShareFile Enterprise customers with an easy way to access and synchronize personal folders from your ShareFile account to. We are pleased to announce that ShareFile Sync for Mac v2.9.116.1 is now available for download from the ShareFile Apps page of your account or from the. Sep 14, 2020. Release Notes, ShareFile Sync for Mac v3.1 Like. Sync (PC and Mac) Automatically keep ShareFile files and folders in sync with your computer. Open and edit Microsoft files within the Desktop App (no need to download the file first) 3. The ShareFile Plugin for Microsoft Outlook (PC and Mac) Easily encrypt email attachments and the body of your email, if desired, directly within Microsoft. ShareFile Sync for Mac is designed to provide ShareFile Enterprise customers with an easy way to access and synchronize personal folders from your ShareFile account to your local computer. In addition to English, Spanish, German, French, Japanese, Simplified Chinese, and Korean, ShareFile Sync for Mac now also supports Dutch, Russian, and Portuguese languages.

Applicable Products

• Citrix Content Collaboration
• ShareFile

Information

Citrix Content Collaboration, the advanced integration layer formerly attributed to ShareFile

Automatically keep ShareFile files and folders in sync with your PC. Sync allows you to work on files from your computer, and easily upload and download new files. This article contains information on installing Sync on a Windows machine. For information on day-to-day usage and how-to steps, check out the user guide link below.
Already installed Sync and looking for a user guide? Click here.
Did you want to find information about installing Sync for Mac? Click here.

Limitations

• Cannot be configured to a network drive
• Cannot set the ShareFile folder as a network drive
• Cannot map a folder within the ShareFile folder
• Cannot be installed on more than one Windows user profile at a time
• If you cannot save an Excel file - its file path may be too long. Click here for more info.

Known Issues

System Requirements

Sync for Windows supports the following platforms:

• Windows 10
• Windows 8
• Windows 8.1
• Windows 7

Sync for Windows v 3.13 or later requires Microsoft .NET Framework 4.5.2. Click here for information on How to Update Your .NET Framework. When attempting to install Sync for Windows v 3.13 or later on a machine with an unsupported version of the .NET Framework, the installer will upgrade .NET as needed.
Note: Previous versions of Sync (v3.12 or earlier) only require Microsoft .NET Framework 4.0. For the most reliable and supported experience, ShareFile recommends utilizing the latest versions of our products.

User and Account Requirements

To use the sync tool:

• You must be an Employee User on a ShareFile account.
• You must have Upload and Download permissions on the folder you are syncing to.
• In order to avoid problems related to duplicate files, ShareFile asks that Sync only be used on accounts with File Versioning enabled.
• ShareFile highly recommends that users have the Delete permission on folders that are being synced to. Otherwise, deleting to your local Recycle Bin will not impact file storage on the account.

Install Sync for Windows

ShareFile Sync for Windows can be downloaded from the Apps section of your ShareFile account. Download and run the installation file.

If your email is associated with more than one ShareFile account, you will be prompted to select the account you wish to link from a list.

The default sync location is C:UsersusernameShareFile. This cannot be changed.

This tool can only sync to a fixed local drive. You will not be able to sync a network or removable drive.

Next, you may select folders you would like to sync. Use the Folder Tree to check the folders you wish to sync, then click the Next button.

Note: When selecting folders to sync, a checkmark indicates the folder and its contents will be synced, including subfolders. A filled-in square indicates that only specific subfolders will be sync. These subfolders will appear as if they are on the same level as the parent folder, since you have not synced the rest of that parent folder's contents.

Selective Sync

To manage which folders from your ShareFile account you wish to sync after installation is complete, right-click the ShareFile Sync icon in your taskbar and click Preferences in the options menu.

Under the Synced Folders tab, use the checkboxes to designate which folders to sync. Click Apply to save your changes.

Note: Removing a folder from your list of synced items will move that content to your computer's Recycle Bin.

Available Localization
English, German, French, Spanish, Russian, Dutch, Portuguese, Japanese, Korean and Simplified Chinese.

Expiration Policy

To modify the default Expiration Policy for files sent with the Windows context menu, right-click the ShareFile Sync icon in your taskbar and click Preferences in the options menu.

Under the Settings tab, use the drop-down menu under Link Options to adjust your settings. You can also choose to 'Always link to the latest version of a file', which is useful when working on an account with the File Versioning feature enabled. Click Apply to save your changes.

Roaming Profiles

When a folder that is synchronized by ShareFile Sync is also synced to a Windows roaming profile, the two sync operations can cause conflicts. For this reason, it is recommended that the ShareFile folder not be synchronized to a user’s roaming profile.

For more information on ShareFile Sync and Roaming Profiles, please refer to this article.

Configure a Proxy Server

By default, proxy settings configured for Internet Explorer are used for ShareFile app releases. If needed, you can configure the sync tool to work with your proxy setup. Right-click the ShareFile Sync icon in your taskbar and click Preferences in the options menu. Under Settings, click Configure Proxy.

• The proxy configuration can be found at HKEY_CURRENT_USERSoftwareCitrixShareFileProxyConfig.
• If using a 32-bit app on a 64-bit OS, proxy configuration can be found at HKEY_CURRENT_USERSoftwareWow6432NodeCitrixShareFileProxyConfig.
• Local machine location: HKEY_LOCAL_MACHINESoftwareCitrixShareFileProxyConfg

HKCU settings take precedence over HKLM settings.

Notes:

• If a registry key is not present, the proxy configuration uses the default value. By default, only the UseIESettings key is enabled.
• For keys with a type of REG_DWORD, the value “0” disables the setting and the value “1” enables the setting.
• You do not need to create keys with a type of REG_MULTI_SZ if there are no values for them.
• The ProxyUser and ProxyPwd settings are protected by encryption. You must set them from the Configure Proxy dialog box per user.

Admin Installation

Custom configuration for IT Managers (Push Installation)

At the above link, you may download 32-bit or 64-bit MSI versions of the ShareFile Sync for Windows tool for push installation.

Configure Through Group Policy

ShareFile Sync 3.3 and later includes a new Policy Definitions template to manage via Group Policy. Before importing the new templates, you must remove 'ShareFileOn-demand.admx' and 'ShareFileOn-demand.adml' from the C:WindowsPolicyDefintions and C:WindowsPolicyDefinitionsen0US folders on the machine where Group Policy is managed. Click here to download the policy definitions. Please use the templates instead of individual registry keys.

1. The ADMX file must be placed in the C:WindowsPolicyDefinitions folder, and the ADML file must be place in the C:WindowsPolicyDefinitionsen-US folder on an Admin machine or the Domain Controller.
2. Once the ADMX and ADML files have been appropriately placed, the policy options listed above will populate in the Group Policy Editor under User Configuration - Administrative Templates - ShareFile - Enterprise Sync.
3. Once the above entries have been updated in the Group Policy Editor, the corresponding registry keys will be created under HKCUSoftwarePoliciesCitrixShareFileEnterpriseSync

The following settings are available, and can be configured independently of each other:

Exclude File Types from Sync

ShareFile automatically prevents the following file types from being synced: .pst , .jit_temp, .tmp, and various file extensions related to ransomware.
To add or remove a file type on the exclusion list, navigate to Program FilesCitrixShareFileSyncShareFileSync.exe.config and edit the file with Notepad.

Customizing sync access

Support for selective enablement of the sync tool allows you to limit access to specified users, typically those with managed or corporate devices. This setting may be configured through the Group Policy Templates provided in the previous section of this article. To use this feature with a ShareFile account that has the sync tool access set to Disabled, you must specify a custom key that is generated by your ShareFile administrator. Only Enterprise accounts will be able to utilize the Generate Key option. ShareFile administrators can set this key by clicking Admin in the top navigation bar of their ShareFile account and navigating to the Power Tools menu.

Under Sync, administrators can select Disabled to enter a custom 256-bit key.

ShareFile recommends applying this Key via the Group Policy Editor.

To enter this key manually, without the use of the templates:

1. At HKEY_CURRENT_USERSoftwarePoliciesCitrixShareFileEnterpriseSync, edit or create the entry 'CustomSharedKey' (REG_SZ type)
2. Double-click the entry. Set the value to the key ID generated in the web app.

Unlink an Account

To unlink your account from the ShareFile Sync app, the Unlink Account option may be found in Control Panel - System and Security. Depending on your version of Windows, this menu may look a bit different.
For Windows 7 users, you may need to adjust the 'View by' setting to better locate the System and Security category.

For Windows 10 users, navigate to Control Panel > System and Security and look toward the bottom.

Use this option if you want to log in as a different user, but keep in mind that data may be merged to the local sync location when signing in for the first time. ShareFile recommends backing up your synced data locally before signing in as a new user.

Uninstall Sync for Windows

ShareFile recommends these steps for advanced users only.
If you have a significantly large amount of data stored with your ShareFile Sync for Windows app, please consult your ShareFile Administrator prior to completely uninstalling the app. Please take steps to back up all data stored with ShareFile Sync for Windows prior to attempting a reinstallation.

1. In the Windows Notification Center of the Task Tray, right-click the green ShareFile Sync Icon and select Exit.
2. Completely close the SyncEngine process.
   1. Open Windows Task Manager
   2. Under the Processess tab, choose ShareFileSync.exe and click End Process.
   3. If a second ShareFileSync process is listed, also end that process.
   4. The Process should have ended when exiting the app, but check to make sure it is not running.
3. Delete the Configuration file.
   1. Access the Windows Run dialogue box.
   2. Type %appdata% and press Enter.
   3. Navigate to C:UsersYOUR-USERNAMEAppDataRoamingShareFileSyncEngine and delete the sfconfig.db file.
4. Open Control Panel and navigate to the Installed Programs list. Select Citrix ShareFile Sync and uninstall it.
5. Delete any existing Sync Registry Keys.
   1. Open Regedit.exe and remove HKCUSoftwareCitrixShareFileSync
6. Delete or move the old ShareFile folder
   1. If you need to save the files locally, please move the files to a new Folder. Renaming the folder does not break the relationship between Sync and the folder.
   2. If you perform Step 1 of this section, you may reinstall Sync and pause the tool immediately after login, then move the data back into the Sync folder before the duplicate jobs are processed.

Error During Uninstall - Cannot Uninstall

In the event that you are unable to uninstall Sync from the Programs and Features menu, ShareFile recommends using a Microsoft Uninstallation Utility tool. Click here to view or download the tool.

1. Download and run the Microsoft utility linked above
2. When prompted to select the app you wish to uninstall, select the ShareFile Sync app.
3. This will uninstall the app and remove any corrupted registry keys that may exist on your system.

Additional Resources

CTX240144 - Sync Not Working After Password Reset - Citrix Files/ShareFile Sync/Drive Mapper

Applicable Products

• ShareFile

Instructions

Sync Dashboard

ShareFile Sync for Mac version 2.4 and later includes a Dashboard you can view from your Task Tray. The Dashboard feature requires Mac OS X Yosemite and later. Users on earlier operating systems can access the below options as they were present in Sync for Mac 2.3

You can view currently syncing and synced files, currently checked out files, start or pause the Sync process, open your root Sync location, launch the ShareFile website in your default browser, access Sync Preferences or Exit the Sync program all from this Dashboard.

To open a file in its native program, double-click the file. This requires that you have a compatible version of the file's program installed on your machine.
The Dashboard will also provide you with details for various errors you may encounter while syncing. Click the orange icon to access these details.

Launch website

To reach the homepage of your ShareFile account, access the Dashboard, then select Launch website.

To go directly to a particular folder in the ShareFile web application, Control-Click the Folder in Mac Finder, select ShareFile and then click Open Folder.This will open a browser window directly to that folder's URL.

Sync additional folders

In addition to your Personal Folders, you can choose to sync Shared Folders or Favorite Folders. To do so, access the Dashboard, then select Preferences.

Next, click the Edit button beneath ShareFile Folders. From this menu, you can view your Shared Folders and Favorite Folders by clicking the appropriate tabs.
Note: Removing a folder from your list of synced items will move that content to your computer's Recycle Bin.

Accessing the synced folder

To quickly access the local syncing folder, access the Dashboard and click the Folder icon as shown below.

You can also access the folder by clicking the ShareFile link that was automatically added to your Favorites sidebar in Finder.

Within the synced ShareFile folder, you will see 3 folderrs: Personal Folders, Shared Folders, and Favorite Folders.

You can navigate to any of your synced folders here. To upload a file or folder to ShareFile, move or drag the file or folder to within Personal Folders or within a shared or favorite folder.

You will not be able to place or save files or folders at the ShareFile, Shared Folder or Favorite Folder root levels. Please navigate within Personal Folders or within a shared or favorite folder to do so.

Icons on the file or folder will let you know when an item is currently syncing or if an error has occurred.

Should I sync Favorite Folders that are already in my Personal Folders section?

• No, as all folders and files in your Personal Folders are automatically synced by default, unless you edit your synced items manually.
• Doing so will sync the files in two different locations and will cause unnecessary uploads and downloads.

Can I use Sync to upload files to a folder if I don't have Upload permissions on it?

• No, you cannot add files to the local folder location. If you attempt to do so, you will receive an error message.

I have a large amount of files in the Personal Folders section of my account...

• Users with more than 250,000 files in their Personal Folders may experience issues with the ShareFile Sync for Mac tool.

Deleting Files from Sync Location

When you delete a file from your sync location, it is moved to the Trash. If you share a sync location with another user and you delete a file, the file will be moved to the local Trash folder AND the local Trash of any user currently synced to that location.

Renaming Folders in the Sync Location

As a best practice, ShareFile recommends renaming folders in the ShareFile web application, and not locally. When renaming folder directories locally, Sync will need to perform a new upload or download of data, which may not be ideal for certain use cases.

Create links to files

To create a link to a file, Control-Click any file and select the ShareFile option. You can choose to have the link copied to your clipboard or to have it placed in a new email message using the Email link option. A link created by this method will not require the recipient to log in or enter their name and email address, and therefore will show up in reporting as “Anonymous.” This link will be valid for one week and you will not be notified when the file has been downloaded.

Finder Toolbar

Users on Mac OS X 10.10 and later can access the above options in the Finder toolbar.

Move File to ShareFile

Sharefile Desktop

You can quickly move files located on your device into your ShareFile account. To do so, right-click the file and select Move to ShareFile. The file will be added to your ShareFile account.

Change Link Expiration Settings

When sharing files from your Sync app, the expiration date of your download links is dictated by the Expiration Policy. You can modify the default Expiration Policy in the Preferences menu. To do so, right-click the Sync icon in your system tray and choose Preferences.

Check In Check Out

You may check out files using the ShareFile Sync app. This feature requires ShareFile Sync for Macversion 2.1.113 or later.

You may check out files in the ShareFile context menu, as shown below. The file will remain checked out for 24 hours. During this time, you may discard your check out, or check in the updated file by accessing the context menu once more. The orange check out icon indicates that the file and folder is currently checked out. While a file is checked out, it is read-only. Please note that the creation of a file under a new name will create a new file in your account, rather than modify the checked out file.

Help Menu

Users can access the Help menu by accessing the Dashboard and then clicking Help.

Download Sharefile For Windows

Submit Logs

Citrix Sharefile Sync For Windows

Users can submit troubleshooting logs directly to ShareFile Customer Care. The Logs option can be found in the Preferences menu. Click the About button. You may view the logs locally or submit them directly to ShareFile.

Special Characters

How To Use Sharefile

The following characters should not be used in folder or file names.

• /
• .
• ,
• :
• ;
• *
• ?
• '
• <
• >
• A filename ending with a period without an extension
• File names with leading or trailing whitespaces.