Welcome! Securely Sync, Store & Share with Citrix ShareFile

Transcription

1 Welcome! Securely Sync, Store & Share with Citrix ShareFile Chris Riley System Source Dennis Kloster System Source Charlie Brinson Citrix

2 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

3 We Hope You are Enjoying Your Pizza!! If it hasn t arrived by 12:15 Please double check with your receptionist then contact Tracey Maranto: tmaranto@syssrc.com CALL or TEXT: (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!)

4 System Source & Citrix: Long Term Citrix Partner since 1990 s Citrix Solution Adviser Specializing in: Small Business to Enterprise Non-profit Education

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6 ShareFile Overview What is ShareFile

7 Fragmentation of Devices, Apps, and Data Devices Data

8 ShareFile Enables Mobile Workspaces Create Content outline Full Content Creation Final Touches and Present

9 ShareFile Overview ShareFile from 25,000 feet Authentication Active Directory / Multi-factor XenMobile / SAML 2.0 IdP Application Tier Authorization Business Logic USA or Europe Web Application Reporting Clients Storage Citrix-Managed Customer-Managed

10 ShareFile Overview Storage Options StorageZones Connectors Citrix-Managed Customer-Managed StorageZone Controller Network Shares Personal Cloud Connectors

11 We Hope You are Enjoying Your Pizza!! If it hasn t arrived by 12:15 Please double check with your receptionist then contact Tracey Maranto: tmaranto@syssrc.com CALL or TEXT: (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!)

12 Securely edit Microsoft Office files & PDFs

13 Online document viewing and editing Via 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

14 Sharing Content

15 Document Sharing Anonymous 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

16 Document Sharing Request Contact Info Request for basic contact information First name Last name Company Anonymous download Audit logging Name & Timestamp IP address

17 Document Sharing Require Client Login Restricts download by address Clients accounts automatically created Requires username and password validation Cannot forward sharing links/ s Audit logging First name, last name, address Timestamp IP address

18 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 domains Restrict sharing to only specific domains Client 2-step verification 2-step verification on untrusted devices using SMS messages, Google Authenticator

19 Sharing Content Example: Sharing from Web

20 ShareFile Tools

21 ShareFile Tools Sync for Windows and Mac Automatic background sync Users can select which folders they want available offline Remote wipe support

22 ShareFile Tools Drive Mapper Great way to incorporate ShareFile into:

23 ShareFile Tools Outlook Plugin

24 User Provisioning User Management Tool

25 ShareFile User Provisioning 3 ways to provision users Manual User Management Tool Input data via administration portal (single entry or batch import from Excel) On-premises tool Creates and updates users, groups, and group memberships Reads from Active Directory Supports scheduled synchronization Built-in support for user provisioning Required for MDX-wrapped ShareFile mobile apps Limited support for setting ShareFile privileges No support for group creation

26 ShareFile User Provisioning Use Existing data store Active Directory Users Groups First Name Last Name Address Group Name Employee Membership Employees Groups

27 ShareFile Authentication SAML SSO XenMobile

28 Authentication Options available ShareFile Managed Uses 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 Unified storefront for all applications, data and services Instant user provisioning and deprovisioning Single sign-on with Citrix Worx Real-time SaaS application monitoring Comprehensive access control policies

29 Demo

30 Workflows

31 Why Workflows? Integrate Citrix into daily routine Save time Increase productivity Minimize human error Replace CRM Go paperless Digital transformation

32 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

33 Workflows Document 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

34 Workflows Business / Process example use cases Employee onboarding Performance reviews Travel requests Procurement & work order approvals Expense approvals Procurement & work order approvals Field data gathering User account provisioning Group membership management HR process enforcement Invoice processing

35 General ShareFile Security Built-in User and Device security

36 General ShareFile Security Built-in User Security Disable Download Require Password / Login Session Inactivity timeout Two-step verification Account Lock-out Oauth Lifetime Password Complexity Requirements

37 General ShareFile Security Built-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

38 Security: Reporting and Auditing ShareFile Reports Usage Report Access Audit Messaging Storage Bandwidth Detail Bandwidth Summary

39 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

40 Data Loss Prevention Content Centric Security

41 ShareFile DLP integration Why DLP Problem Enterprise customers need to restrict document sharing based on the content found within the document. Solution Classification File Upload StorageZone DLP (or other DLP system)

42 ShareFile DLP Integration Supported Providers (any that support the ICAP protocol)

43 StorageZones Data Storage Flexibility

44 Flexibility: ShareFile StorageZones ShareFile gives you options Citrix-Managed StorageZones Customer-Managed StorageZones

45 StorageZones Clients just see ShareFile

46 ShareFile Connectors Access existing data repositories

47 Connectors Why? Documents stay in their native repository No changes to permissions & auditing Windows, ios, Android, web Open, edit, share, use offline

48 Connectors What NAS Data ECM Software Personal Cloud and Misc File Servers (CIFS/SMB) Home Directory ShareFile feature Connector Sharing can allow on-premises data to be shared externally

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50 Live Q & A Please 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

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