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ShareFile Sync for Windows Installation

Sync

Installing ShareFile Sync for Windows video ShareFile Sync for Windows - Getting Started Video (2:59)

ShareFile Sync for Windows is a native application that automatically synchronizes a folder on your PC with folders in your ShareFile account in real-time. This allows for easy, automatic updates and backup of your data.

IT Professionals: If you desire to implement the On-Demand Sync version of this tool, please consult the configuration documentation before installing ShareFile Sync for Windows.

 

ShareFile Sync for Windows supports localization in the following languages: English, German, French, Spanish, Russian, Dutch, Portuguese, Japanese, Korean and Simplified Chinese.

 

Notes

  • ShareFile Sync v3.3 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:\Windows\PolicyDefintions and C:\Windows\PolicyDefinitions\en-US 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. The ADMX file must be placed in the C:\Windows\PolicyDefinitions folder, and the ADML file must be place in the C:\Windows\PolicyDefinitions\en-US folder on an Admin machine or the Domain Controller.

  • Syncing to the root of a drive is currently not supported. If you have a previously installed version of Sync that is syncing files and folders to the root of the drive, then you are advised to change the sync location prior to upgrading to the latest version of ShareFile sync.

  • Due to Microsoft file path limitations, ShareFile recommends adhering to a file path limit of no longer than 180 characters. Please shorten the path name by renaming its folders or in the case of Shared Folders, by only selecting the specific shared folders for synchronization instead of the root of the shared folder.

  • Changing the name of a root folder on the web application will not change the name in the Sync folder.
  • When other applications that utilize icon overlays are installed before ShareFile Sync, the ShareFile sync icons may not be displayed. This is commonly seen when Microsoft Office Groove is installed. This is a Microsoft Windows limitation. Please uninstall other applications that utilize icon overlays.

 

Article Contents (click the link to skip to that section)

Installation and Setup

Administrator Information

 

System Requirements

Sync for Windows supports the following platforms:

  • Windows Server 2012
  • Windows Server 2008 R2
  • Windows 8
  • Windows 8.1
  • Windows 7
  • Windows Vista

Microsoft .NET Framework 4.0 or later is required. Click here for information on How to Update Your .NET Framework.

 

User 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

Downloading and installing Sync for Windows

To download the sync tool, log in to your ShareFile account, click Apps in the navigation bar and then select Sync for Windows. You must accept the License Agreement to continue installation.

 

 

Once you have installed the sync tool on your PC, you will be able to set up your ShareFile account.

First, type your login credentials when prompted. You have the option of using company credentials if needed.

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.

 

 

You will then be asked to designate your Sync location. The default sync location is C:\Users\username\ShareFile.

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.

 

 

Once you have selected your folders, you will be shown a brief tutorial.

 

Setting the syncing location

Right-click Preferences and select Settings to change both the ShareFile account and the local folder that is being used for the sync.

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

 

 

 

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

If needed, you can configure the sync tool to work with your proxy setup. For detailed instructions, please refer to Configuring a Proxy Server.

 

Expiration Policy

You can customize how long links to shared files are available.

 

Administrator Information

Custom configuration for IT Managers (Push Installation)

Click here to view the ShareFile Sync for Windows downloads page.

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

 

ShareFile On-Demand Sync

If you are configuring On-Demand Sync, click here for registry key and setup information.

 

Configure Through Group Policy

ShareFile Sync 3.3 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:\Windows\PolicyDefintions and C:\Windows\PolicyDefinitions\en0US 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.

 

All install-time options for ShareFile Sync 3.3.x now support Group Policy configuration to simplify IT rollouts. The following settings are available, and can be configured independently of each other:

  • Account - mycompany.sharefile.com
  • Authentication type - ShareFile authentication, SAML Forms / XenMobile, Integrated Windows
  • Excluded File Extensions - Exclude file types from Sync. E.g, .mov, .exe, etc.
  • Local Sync Folder - The folder to Sync ShareFile data. E.g. %userprofile%\ShareFile
  • Enforce Local Sync Folder - Prevents users from changing the Local Sync Folder specified in policy
  • Shared Folder IDs - Preselect Shared Folders based on the folder ID

 

 

Group Policy Setup

In order to configure Sync through Group Policy, click here to visit the Citrix Downloads page where you can log in and download the Policy Definition Templates.

  1. The ADMX file must be placed in the C:\Windows\PolicyDefinitions folder, and the ADML file must be place in the C:\Windows\PolicyDefinitions\en-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 HKCU\Software\Policies\Citrix\ShareFile\EnterpriseSync\

 

Configuring sync through a custom configuration file

You can make additional configurations for the sync tool through the configuration file located at: %ProgramFiles%\Citrix\ShareFile\Sync\SyncEngine.exe.config

Using custom configurations, you can exclude files by extension or by name. By default, files with extensions ‘.pst’ are excluded. You can add additional file types to exclude by adding additional lines with the extension you want to exclude and the unique number for that extension.

In addition, you can exclude files by name by adding a line with the file name that you want to exclude and the unique number for that file.

Please note that the exclusion behavior in sync is specifically targeted to avoid sync uploads of the chosen files types, but not downloads.

After modifying any configuration file, you must restart the sync tool to apply the changes.

 

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. 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 in a registry value for the end user.

ShareFile administrators can set this key by clicking Admin in the top navigation bar of their ShareFile account .

 

 

Then select Power Tools in the sidebar.

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

Only Enterprise accounts will be able to utilize the Generate Key option

At HKEY_CURRENT_USER\Software\Policies\Citrix\ShareFile\EnterpriseSync\, edit or create the entry "CustomSharedKey" (REG_SZ type) and 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 as shown below.

 

 

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 Syncengine.exe*32 and click End Process.
    3. If a second Syncengine 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 %appdata%\ShareFile\SyncEngine 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 \\HKCU\Software\Citrix\ShareFile\Sync
  6. Delete the old ShareFile folder
    1. If you absolutely 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.

 

Related

Video: ShareFile Sync for Windows - Getting Started (2:30)

Using ShareFile Sync for Windows

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Configuring a Proxy Server

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