To reach the settings section, click the gear icon in the upper right hand side of the User Management Tool. The UMT has two sets of options which can be set on the tool.

One is a set of global options which applies across all UMT installations for your account. The other is a set of local options specific to the current installation.

Global options

Global options affect the way rules are run through UMT and are changed across all installations for your account. The most common settings are set by default.

Automatically disable users not part of domain rules: This option should only be used in extremely rare cases where all membership in ShareFile/Citrix Content Collaboration is very strictly managed by a single set of all-encompassing rules. If there is more than one domain in your organization, it is considered best practice to leave this rule unchecked. When enabled, the User Management Tool finds users who are not part of the active rules (per domain) being run and disables them. For security, the master admin is not be disabled even when this is selected. Best practice is to leave this rule unchecked.

What should UMT do if an error occurs processing a rule in a scheduled job?: Occasionally, errors are encountered when running tasks and this setting determines how the tool should react to those errors when performing unattended scheduled tasks. The options are to abort the entire scheduled job or to continue working on the job and process other rules after the failed one. Either option creates errors in the dashboard logs and marks the rule as failed.

Local options

These options apply only to a single UMT installation and are not be carried over to other installs connected to your account.

Log details of rules processing & API calls: This feature provides more in-depth logging of actions, including the API communication the tool performs to communicate with the ShareFile/Citrix Files SaaS application.

Enable detailed logging of Active Directory Operations: This feature stores more in-depth logging information over AD operations and features such as ID’s, groups, and users. The path for storing this data is C:\\ProgramData\\Citrix\\ShareFile\\User Management Tool \\Umt\_AD\_Diagnostic.log.

Proxy: Information for configuring and exporting proxy settings is stored under local configuration. Since proper traffic flow is needed to sign in with this tool, if you are unable to authenticate to the UMT, you can manually set up a proxy.

Help and information

You can locate the help and information section by clicking the question mark icon in the top right hand corner of the User Management Tool. A pop up help window appears, providing contact information for the Citrix support team, as well as web resources for more information.

Additionally, this page indicates the UMT version and legal information, as well as providing links to logs, data folders, and the install location.

If you encounter an error which needs additional troubleshooting support, reach out to Citrix support with the email address or phone number listed here and be prepared to provide the version number and logs for review.