AppBridge Documentation : Discover and report - Citrix ShareFile

AppBridge Surveyor uses Connections to scan and report on critical aspects of your Citrix ShareFile environment. 



1. Administrator credentials on the ShareFile Connection

2. Access to the Transformation Suite and selected Transformation Project

Supported Data 

Surveyor supports discovery on the following objects:

Supported DataDescription

Surveyor identifies information about files of any extension type within the scan scope.


Surveyor identifies all folder hierarchies in the source environment:

  • Folder names and depth
  • Deeply nested folder structures


ACL Information

Surveyor identifies information about file and folder permissions.

Available Reports

Reports that will be generated must be selected during Scan configuration. Surveyor provides the following Reports for Citrix ShareFile:

ShareFile Object TotalsProvides the total number of all types of object that will be migrated

Scanning ShareFile Connections

To open the Scan configuration card for your ShareFile environment:

  1. Sign into an authorized Transformation Suite administrator account.

  2. Click the Reports link in the pages navigation tabs.

  3. Select the desired Connection and click the Scan button from the Connection Reports toolbar.

Configuration - ShareFile Scans

The following section details the options available for configuring a Scan after clicking the Scan button from the Connection Reports toolbar.

General Settings

Scan Scope

The Scan Scope is used to directly set the objects that the Scan will crawl. Click the explore  icon beside the Connection drop down menu. This will open the Connection Tree View and allow you to choose the start point for the Scan. This method will only allow a single start point for the crawl.

Crawl Rules

Crawl rules are advanced settings that configure how the crawler discovers objects during a crawl. ShareFile scans currently have the following Crawl Rules:

  1. Standard ShareFile Discovery: Crawls all content within the Scan Scope. Standard Discovery has the following sub-settings:

    1. Exclude Users Outside Range: Start Email, End Email.
Location Crawl List

Location Crawl Lists are a Value List that restricts the scope of the Scan to the locations present in the list.

The following Location Crawl List would scan the Marketing, Sales, and Operations subfolders and their child folders within the Collaboration File Share, excluding all other subfolders:
Scan Generator Options

Configure the Scan generator options to control how many Scans are generated.

  1. Users per scan

Each Scan will execute a single Execute Scan Action when started. Scan Actions will be placed into the Action Queue and executed on any available Transformation Servers.

To execute multiple Scans concurrently, first use the Scan Generator Options to generate multiple Scans, then associate additional Transformation Servers, or increase the Action Limits on individual Transformation Servers.

Start Scan Immediately

Immediately places a Scan Action into the Action Queue for each Scan after generation is complete.

Generating and executing Scans

Once the configuration has been completed, Scans can be generated by clicking the Save button in the configuration dialog. If the Start Scan Immediately option is selected, Scans will automatically start once the Save button is pressed

Note: Generating Scans may take a few moments. Check the status of the Scan generation by clicking the Action Viewer in the bottom right corner of the screen.

Once generated, Scans can be started at any time by the following steps:

  1. Click the Expand button in the row for the Connection you would like to Scan.

  2. Select the Scans you would like to start.

  3. Click the Start button from the Scans toolbar.

Downloading Reports

Once Scans have been executed, the Reports that were chosen during the Scan configuration phase can be downloaded.

Download Reports for All Scans

To download all Reports from a Connection, perform the following steps:

  1. Select the checkbox beside each Connection you would like to download Reports for. 

  2. Click the Download All Reports button on the Connection Reports toolbar.

Download Reports for Individual Scans

To download Reports from an individual Scan, perform the following steps:

  1. Click the Expand+ button on the right-hand side of the Connection row containing the Scan that you would like to download Reports for. 

  2. Select the checkbox beside each Scan you would like to download Reports for. 

  3. Click the Download button on the Scans toolbar


Next: Migrate - ShareFile to G Suite