Citrix ShareFile Capture Integration

The Arctera Citrix ShareFile connector is an API-based integration that captures, preserves, and supervises ShareFile activity, including file actions, share requests, messages, and login events, for regulatory compliance, audit, and eDiscovery. It is designed for compliance, legal, and IT teams that require a complete and reviewable record of file-sharing activity.

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What Is the Arctera Citrix ShareFile Integration?

The Arctera Citrix ShareFile integration uses a ShareFile API application with a Client ID, Client Secret, and workspace subdomain to retrieve file-sharing activity and event data from ShareFile environments. It performs scheduled API-based collection, captures file and folder actions, share requests, messages, and login metadata, and transforms them into standardized, archive-ready output for supervision, retention, and eDiscovery workflows.

This integration is used by compliance, legal, and IT teams to capture and govern file-sharing activity in a consistent and reviewable format.

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Technical Specifications

The following technical details summarize how the Arctera Citrix ShareFile connector operates within enterprise environments and how file-sharing activity is collected, processed, and delivered for governance workflows.

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Attribute
1. Integration Type
2. Data Ingestion Method
3. Authentication Method
4. Deployment Model
5. Archive Destination
6. Supported Editions
7. Captured Scope Summary
8. Policy Enforcement Stage
9. Regulatory Alignment
Detail
1. API-based integration using Citrix ShareFile API
2. Scheduled API-based collection runs
3. Service account or Org Owner API credentials with Client ID and Client Secret
4. Private cloud or self-hosted Capture deployment
5. Configured archive target within Arctera Unified Platform
6. Requires ShareFile service account and API app credentials
7. File activity, folder actions, requests, messages, login metadata
8. Applied during Capture processing before archive delivery
9. Supports enterprise compliance, audit, and investigation workflows

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What the Citrix ShareFile Connector Captures

check-circle: File Activity Events: Captures uploads, downloads, views, shares, moves, and check-in/check-out actions.

check-circle: Folder Activity Events: Captures folder creation, movement, sharing, and deletion activity.

check-circle: Share File Requests: Captures file request events and associated request-based collaboration activity.

check-circle: Text-Only Messages: Captures messages sent within ShareFile interactions and request workflows.

check-circle: Login and Access Metadata: Captures login events and user activity metadata for audit and investigation.

check-circle: Revoked Messages and Actions: Captures revoked messages and changes to shared content visibility.

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How the Citrix ShareFile Connector Works

The Citrix ShareFile connector operates as a scheduled ingestion pipeline that retrieves file-sharing activity from ShareFile, normalizes event data, and delivers records into the Arctera Unified Platform archive for supervision, retention, and eDiscovery workflows.

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Step 1: API App and Credential Setup

Create a ShareFile API application and generate a Client ID and Client Secret. Grant required permissions including access to users’ File Boxes and Sent Items.

Step 2: Authentication and Workspace Connection

Enter API credentials and workspace subdomain into Capture and authenticate using a service account or Org Owner account to establish API access.

Step 3: Scheduled API Data Collection

Capture executes scheduled API collection runs to retrieve file, folder, request, and message activity from ShareFile without interacting with live user sessions.

Step 4: Normalization and Event Processing

Transform ShareFile activity and metadata into standardized, archive-ready formats. Apply event structuring to represent file actions, requests, and messaging activity consistently.

Step 5: Policy Processing and Archive Delivery

Apply filters, routing logic, and policy identifiers, then deliver normalized records to the configured archive target within the Arctera Unified Platform.

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Supported Environment

The Citrix ShareFile integration operates across ShareFile cloud environments and Capture deployments within private or self-hosted infrastructure.

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Citrix ShareFile Cloud Environment

The integration connects to ShareFile SaaS using API-based access and retrieves file-sharing activity, messages, and metadata. Data availability depends on ShareFile activity and API access permissions.

Private Cloud and Self-Hosted Capture Deployment

Capture is deployed within a private cloud or self-hosted environment. It securely connects to ShareFile, performs scheduled ingestion, and processes activity records before delivering them to the archive target.

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Compliance & Regulatory Use Cases

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Retain file-sharing activity for compliance oversight

Compliance and Risk Teams

When employees share files through ShareFile, the Arctera Citrix ShareFile connector captures file activity, requests, messages, and metadata and preserves them in the Arctera Unified Platform. Teams can maintain a complete record of file-sharing activity for supervision and compliance review.

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Investigate file access and movement

Compliance, Legal, and IT Teams

When investigating file usage or potential data exposure, the Arctera Citrix ShareFile connector captures file uploads, downloads, shares, and movements. Teams can reconstruct activity and review access patterns, resulting in more complete investigations.

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Apply legal hold and eDiscovery to file activity

Legal and eDiscovery Teams

When legal matters require file activity review, the Arctera Citrix ShareFile connector captures activity events, messages, and metadata. Legal teams can search, hold, and produce records, resulting in defensible eDiscovery workflows.

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Provide audit trail of file-sharing activity

Compliance and Audit Teams

When auditors require visibility into file activity, the Arctera Citrix ShareFile connector captures file and folder actions, requests, and login metadata. Teams can provide a structured and reviewable audit trail for compliance and investigation workflows.

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Frequently Asked Questions

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What ShareFile content does the integration capture?

The integration captures file activity events such as uploads, downloads, views, shares, moves, and check-in/check-out actions, along with folder activity, share requests, text-only messages, login metadata, and revoked messages. Some events are activity-only and may not include file content. Permanently deleted or archived file activity is not captured.

Does the integration capture ShareFile activity in real time?

No. The integration uses scheduled API-based collection runs to retrieve activity data after it is available through the ShareFile API. It does not intercept or monitor live user activity. This approach ensures that capture does not impact platform performance or user workflows.

How quickly is ShareFile data available in the archive?

Data is captured on scheduled collection runs. Timing depends on the configured ingestion schedule and when activity becomes available through the API. Once retrieved, records are normalized and delivered to the archive where they are available for supervision and review.

How is access to ShareFile data secured?

Access is configured through a ShareFile API application using a Client ID and Client Secret with Org Owner authorization. The integration requires permissions to access user File Boxes and Sent Items, ensuring controlled and authenticated access to activity data.

How does this support compliance and audits?

The integration preserves file-sharing activity, messages, and metadata as normalized records in the archive. These records provide a structured audit trail that supports supervision, retention, investigation, and regulatory review workflows

How is the connector deployed?

The connector is configured in Capture by creating a ShareFile API app, entering credentials, selecting activities to collect, and configuring filters and processing options. Scheduled collection runs then retrieve and process activity data.

How does this differ from native ShareFile retention?

ShareFile provides visibility into activity within its platform. The Arctera integration retrieves selected activity through the API, normalizes it, and delivers it to a centralized archive. This enables consistent supervision, retention, and eDiscovery across systems.

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