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Citrix ShareFile Administrator

DESCRIPTION:  Citrix ShareFile is a cloud provider operating from www.sharefile.com.  It specializes in B2B file exchanges and data transfers.

SUPPORTED POPS:  All cloud POPs; CFP-East recommended.

ShareFile Source and Target Node Configuration

ShareFile Fields

USE SHARED FOLDER: Select this option if you want to access a shared folder in your ShareFile account. Shared Folders are in a separate tab from My Files & Folders in your ShareFile account:

If you want to access the My Files and Folders, leave this checkbox deselected.

DISABLE CERTIFICATE VALIDATION: This advanced field is only used in specific circumstances for ShareFile servers.  It should only be selected if Tervela Tech Support instructs you to do so.

DELETE CONFLICTING TARGET FILE  This option replaces folders in a very specific scenario in ShareFile where folders already exist that have been presumptively created by ShareFile enterprise sync. It does NOT delete folders from ShareFile under circumstances beyond this narrow scenario. This option is primarily for use by Tervela support.

Source Node Configuration

SOURCE ACCOUNT LIST Select the account(s) you wish to transfer. If you select multiple accounts, you will transfer the entire contents of each account. If you select a single account, you may select specific folders and files from that account with the Source Object Name field. You can select all of the data from the one account using the Source Files and Folders selector, or you can select a subset of the data in the one account.

SOURCE OBJECT NAME This field will only be applicable if a single account is selected from the Source Account List chooser.  Note that the content of this field will depend on whether the Use Shared Folder checkbox has been previously selected.

SHOW FILES OWNED BY OTHERS Select this option if:

  • You are a super user, but not the admin and
  • You wish to transfer the admin’s files with your oauth credentials
If you are using this option with a non APM job, select only the ShareFile admin user account, and then select from that account’s files and folders to migrate data from your full ShareFile account.  Do not select multiple users in a non APM job when using this option, as this will result in multiple copies of your data being transferred.  See section below on ‘Transferring Your Shared Folders from ShareFile’ for information on using this option for APM jobs.

Target Node Configuration

TARGET ACCOUNT NAME  The account that will receive all files from the source. Note that if you select a Target Account name, it will nullify any directives from the spreadsheet for account mapping. If you are running account mapping, this field should be left blank.

DESTINATION FOLDER  Enter the folder name into which you wish to transfer your files on the target (destination) server.

Account Mapping Considerations

Transferring Your Shared Folders from ShareFile

Your ShareFile system must have Admin account credentials (SuperUser). A SuperUser can see all folders and files in the corporate ShareFile account.

For the ShareFile source node, make sure the Shared Folders checkbox is selected.  Select a single Super User account (one that has access to all folders and files on ShareFile).  Make sure the Advanced Field “Show Files Owned by Others” is selected.

If you configure your job with these settings, you should transfer a single copy of all selected files and folders.  Selecting a single super user account ensures that you will only transfer a single set of the selected data, and not multiples.

The owner of the top most folder in each folder tree of the /Shared space will be defined as the owner of the entire tree.

Consult Tervela Tech Support if you have any questions.

Transferring Your Personal Folder from ShareFile

Your ShareFile system must have Admin account credentials (SuperUser). Select desired accounts with the Source Account List chooser.

ShareFile does support sharing of folders in the /Personal space, so you can run a full mapping job with ownership and permissions if you wish.  All files and folders in each individual /Personal space will be listed in the map as being owned by that user account.

Transferring Data to ShareFile – Account-centric Sources

You must accommodate several characteristics of ShareFile:

  1. ShareFile has a single common filespace into which you will be moving files.  So you will need to create a personal migration folder (e.g., ‘joe@company.com’s [cloud-source] Files”) that physically separates out each source owner’s data from that of other owners.
  2. ShareFile cannot assign ownership to target files and folders.  All data moved into ShareFile will be owned by the oauth user for your ShareFile system.  So for each of the personal migration folders created in step 1, you will need to make the individual user a co-owner so they can access their personal migration folder.
  3. Because ShareFile supports reduced permissions, any shares listed in the paths tab of your spreadsheet will need to have the source owner added as a co-owner, so that the source owner will have access to their shared folders.
  4. Groups created under one ShareFile super user are not accessible to other super users unless those groups are shared with all employees. Be sure that the groups you want to use are created by the user that has oauth credentials in Cloud FastPath.
  5. ShareFile does not support ACLs for external users.  If you opt to report out external users in the map generation, CFP will do so, but then you will need to either skip those external sharees or map them to ShareFile accounts.  Mapping to ShareFile Client users is not supported.


Copy the source users who are owners from the users tab. Paste in Column A after the last filled row of the Paths tab.

For each source user who is an owner, enter the following information in the paths tab:

  1. Source Owner:  enter the source owner.
  2. Target Owner: enter the oauth super user for this particular job.
  3. Target Path:  enter the target path for that user’s personal migration folder, with leading forward slash (/).  Note that while the concatenate command is very useful for mass producing personal migration folder names, you must convert any Excel commands to values (i.e., the actual text for the folder) before uploading your spreadsheet, or your folders will have the names of the Excel commands.
  4. Co-owner (Users): enter the source owner again as the Co-owner for their personal migration folder.


On the Paths tab, you must add the source owner as the Co-owner to every shared folder.  Simply copy and paste the Source owner from Column A to the Co-owner (Users) column to do this.

Updated on December 10, 2020

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