Adding ShareFile Credentials

Overview

To connect to your ShareFile tenant, you will need to add ShareFile Credentials.

Securely storing your credentials here enables a seamless connection when running data discoveries that require authorization. 

NOTE: Should your credentials change for your server, you can update them from here.

Prerequisite: A ShareFile user account and API Key are required for access. See Creating a ShareFile Service Account & API Key for a detailed guide.

Add ShareFile Credentials

1. Select the System tab.
2. Select the Credentials option from the drop-down list.
3. Click the Add Credentials button.
   
4. Select a Credentials Type; choose ShareFile Ropc.
5. Enter a Friendly Name for your Server to help you easily recognize it.
6. Enter a Description for these credentials.
7. Enter the Client Id from the API Key defined in your ShareFile tenant.
8. Enter the Client Secret from the same API Key.
9. Enter the username (email address) of the account ActiveNav Cloud will use to connect to ShareFile.
10. Enter the password for the account.
11. Click Save and Close.

Once you have created your ShareFile Credentials, they can be added to a Host, which will allow your Data Sources to inherit these credentials directly, eliminating the need to assign them separately. Alternatively, you can assign the Credentials directly to a Data Source as required.