Welcome! Securely Sync, Store & Share with Citrix ShareFile › seminar_slides › documents › ... · • Single sign-on with Citrix Worx • Real-time SaaS application monitoring

Securely Sync, Store & Share

with Citrix ShareFile

Welcome!

Dennis Kloster

System Source

[email protected]

Charlie Brinson

Citrix

[email protected]

Chris Riley

System Source

[email protected]

During the Webinar…

Audio – In presentation mode until end

Control Panel

View webinar in full screen mode

Feel Free to submit written questions

Open Q & A at the end – Please Raise Your Hand

and we will open up your line!

Survey at conclusion of webinar

If it hasn’t arrived by 12:15

Please double check with your receptionist

then contact Tracey Maranto:

EMAIL: [email protected]

CALL or TEXT: 443-865-6446

(we are recording the webinar –

so don’t think twice about stepping away

for a few minutes to go pick it up at your front desk!)

We Hope You

are Enjoying

Your Pizza!!

System Source & Citrix:

Long Term Citrix Partner since 1990’s

Citrix Solution Adviser

Specializing in:

Small Business to Enterprise

Non-profit

Education

© 2015 Citrix | Confidential

ShareFile OverviewWhat is ShareFile


Fragmentation of Devices, Apps, and Data

Devices Data


ShareFile Enables Mobile Workspaces

Create Content

outline

Full Content

Creation

Final Touches

and Present


ShareFile OverviewShareFile from 25,000 feet

Application Tier• USA or Europe

• Web Application

• Reporting

Storage• Citrix-Managed

• Customer-Managed

Authentication• Active Directory / Multi-factor

• XenMobile / SAML 2.0 IdP

Clients

Authorization

Business Logic


ShareFile OverviewStorage Options

NetworkShares

Personal Cloud Connectors

StorageZone Controller

StorageZones

Citrix-Managed Customer-Managed

Connectors

If it hasn’t arrived by 12:15

Please double check with your receptionist

then contact Tracey Maranto:

EMAIL: [email protected]

CALL or TEXT: 443-865-6446

(we are recording the webinar –

so don’t think twice about stepping away

for a few minutes to go pick it up at your front desk!)

We Hope You

are Enjoying

Your Pizza!!


Securely edit Microsoft Office files & PDFs


Online document viewing and editingVia Microsoft Office Online

• Rich file interaction without

requiring download

• Leverages Microsoft web app

viewer ᵒ PowerPoint animations

ᵒ Excel calculations

ᵒ MS Word & PDF rendering

ᵒ Edit in browser


Sharing Content


Document SharingAnonymous Sharing

• Immediate download or view

• Online viewing– Available when using Citrix-Managed StorageZones

– Utilizes Microsoft Office Web App server

– Word, Excel, PowerPoint, PDF

Audit logging– Timestamp

– IP address


Document SharingRequest Contact Info

• Request for basic contact information– Email

– First name

– Last name

– Company

• Anonymous download

Audit logging– Name & email

– Timestamp

– IP address


Document SharingRequire Client Login

• Restricts download by email address– Clients accounts automatically created

– Requires username and password

– Email validation

– Cannot forward sharing links/emails

Audit logging– First name, last name, email address

– Timestamp

– IP address


Additional Sharing Controls

Require Client Login• Disables anonymous sharing of documents

• Restricts ability for recipients to forward shared links to someone else

Blacklist / Whitelist• Prohibit sharing with specific email domains

• Restrict sharing to only specific email domains

Client 2-step verification• 2-step verification on untrusted devices using SMS messages, Google Authenticator


Sharing ContentExample: Sharing from Web


ShareFile Tools


ShareFile ToolsSync for Windows and Mac

• Automatic background sync

• Users can select which folders they

want available offline

• Remote wipe support


ShareFile ToolsDrive Mapper

Great way to incorporate ShareFile into:


ShareFile ToolsOutlook Plugin


User ProvisioningUser Management Tool


ShareFile User Provisioning

3 ways to provision users

Manual

• Input data via administration

portal (single entry or batch

import from Excel)

• Built-in support for user

provisioning

• Required for MDX-wrapped

ShareFile mobile apps

• Limited support for setting

ShareFile privileges

• No support for group creation

User Management Tool

• On-premises tool

• Creates and updates users,

groups, and group memberships

• Reads from Active Directory

• Supports scheduled

synchronization


ShareFile User ProvisioningUse Existing data store

Active

Directory

Users

Groups

Employees

GroupsGroup Name

Employee Membership

First Name

Last Name

Email Address


ShareFile AuthenticationSAML…SSO…XenMobile


• Unified storefront for all

applications, data and services

• Instant user provisioning and de-

provisioning

• Single sign-on with Citrix Worx

• Real-time SaaS application

monitoring

• Comprehensive access control

policies

AuthenticationOptions available

ShareFile Managed

• Uses email address and a

ShareFile password

• Passwords are stored hashed in

the ShareFile Control Plane

• Admin portal supports password

policy management

Customer IdP

• Requires customer provided and

configured SAML 2.0 identity

provider

• Supports Forms, Basic, and

Windows Integrated protocols

• Tested with ADFS 2.0,

PingFederate, SiteMinder, Okta

• Supported only with ‘Enterprise’

tools


Demo


Workflows


• Integrate Citrix into daily routine

• Save time

• Increase productivity

• Minimize human error

• Replace CRM

• Go paperless

• Digital transformation

Why Workflows?


Which workflow works for you?Different types of workflows for different use cases

Document workflows

Automate document-based workflows with approval,

feedback, annotations, and e-signature

Business workflows

Automate business procedures, actions,

activities and processes


WorkflowsDocument Workflows

• Built in to ShareFile

– Parallel approvals

– Sequential approvals

– Collect feedback

• Approved and/or signed versions return to SF

• Automate document-based workflows with approval, feedback, annotations, and e-signature


WorkflowsBusiness / Process example use cases

• Employee onboarding

• Performance reviews

• Travel requests

• Procurement & work order approvals

• Expense approvals

• Invoice processing

• Procurement & work order approvals

• Field data gathering

• User account provisioning

• Group membership management

• HR process enforcement


General ShareFile SecurityBuilt-in User and Device security


General ShareFile SecurityBuilt-in User Security

• Disable Download

• Require Password / Login

• Session Inactivity timeout

• Two-step verification

• Account Lock-out

• Oauth Lifetime

• Password Complexity Requirements


General ShareFile SecurityBuilt-in Mobile Device Security

• Encryption at rest / in-transit

• Offline / Online access to files

• Device Restrictions

• File Self Destruct (Poison Pill)

• Passcode / Pin Code

• Modified Device Detection

• External Applications


Security:Reporting and Auditing

• ShareFile Reports

• Usage Report

• Access Audit

• Messaging

• Storage

• Bandwidth Detail

• Bandwidth Summary


Security:Mobile Device Security – without Mobile Device Management software

• All settings are customizable:

- Self Destruct

- Require User Passcode

- Enable External Applications

- Enable Offline Access to Files

- Enable Automatic Login

- Restrict Modified Devices

- Jail broken Devices

• Remote Wipe

• Device Lock


Data Loss PreventionContent Centric Security


ShareFile DLP integrationWhy DLP

Enterprise customers need to restrict document sharing

based on the content found within the document. Problem

Solution

File Upload

StorageZone DLP(or other DLP

system)

Classification


ShareFile DLP IntegrationSupported Providers (any that support the ICAP protocol)


StorageZonesData Storage Flexibility


Flexibility: ShareFile StorageZonesShareFile gives you options

Citrix-Managed StorageZones Customer-Managed StorageZones


StorageZonesClients just see “ShareFile”


ShareFile ConnectorsAccess existing data repositories


ConnectorsWhy?

Documents stay in their native repository

No changes to permissions & auditing

Windows, iOS, Android, web

Open, edit, share, use offline


ConnectorsWhat

NAS Data Personal Cloud and MiscECM Software

File Servers

(CIFS/SMB)

Home

Directory

ShareFile feature Connector Sharing can

allow on-premises data to be shared

externally


Live Q & APlease “Raise Your Hand”

And we will Open Your Line

Please Take Our Brief Survey at Conclusion of the Webinar!

THANKS FOR SPENDING YOUR LUNCH WITH US