Configure Your ShareFile Outlook Plug-in Account Wide Settings

Typically an admin will want to lock in ShareFile sharing settings for all their employees, specifically for those using the ShareFile Outlook Plug-in (OLP). Luckily, with the OLP you can do this, though historically you had to contact ShareFile’s support staff. However, not too long ago, ShareFile updated their ‘Admin’ section within the ShareFile Web Application to allow admins to configure their OLP without needing to contact support. To configure your OLP settings follow these simple steps:

  1. Log into your ShareFile account as an admin with the permission to ‘Modify account-wide policies’
  2. Navigate to the following pages:
    1. ‘Admin’
    2. ‘PowerTools’
  3. Click ‘Configure Outlook Plug-in’

From this modal you can configure important security settings such as whether or not recipients of files/emails sent through the OLP must log into ShareFile before consuming the share, how long the link is live for, how many downloads of the file before the share link will expire and even customize what the OLP banner looks like.

To make changes, select a specific tab on the left, find the section you wish to customize and make your change. Note, ‘Set as default’ is only the default for that option and the end-user can change the setting as they see fit within the OLP Options page from within Outlook. While on the other hand, ‘Prevent user changes’ will lock in the settings and prevent a user from changing them within the OLP Options page.

How to update a file in ShareFile but keep the shared link active

There are times where you have a link shared with others but you need to update the file where that link is pointing to.  Below are the steps to do so.

1) Log into your ShareFile account from a web browser.

2) Find the file that you want to update which has an active shared link.

3) Hover the drop down carrot and click “View Details”

4) A pop up will appear where you can click “Re-Upload File”

5) Choose the file to upload

You have now successfully updated the file and kept the shared link active.

Install ShareFile Sync only on authorized devices

You can disable the ability for your employees to configure ShareFile Sync (for Windows and Mac) if they do not have a specific registry/.plist key on their device.  Below is how you would accomplish this.

In your ShareFile account navigate to Admin -> Power Tools -> Sync

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Change the drop down from “Enabled” to “Disabled.”  You will now have the option to generate a key which will be used within the devices registry or .plist.

Windows: for more information visit the ShareFile Knowledge Base article
On the user’s device go to  HKEY_CURRENT_USERSoftwarePoliciesCitrixShareFileEnterpriseSync and add the following registry key:

Name: CustomSharedKey
Key Type: REG_SZ
Set the value to the custom key generated within the Web UI

Mac:
On the user’s device go to the following .plist, com.citrix.ShareFileFL.SFSyncEngine.plist

Add: CustomSharedKey
Type: String
Set the value of the String to the custom key generated within the Web UI