What Oleria discovers
Once connected, Oleria continuously discovers and maps the following from your ShareFile account:- Accounts - every employee user and every external client user, with their name, email address, status, and last sign-in. Employee accounts also show whether two-step verification or single sign-on applies to them.
- Groups - every shared distribution group and its members. Oleria also maps ShareFile’s built-in Super Users group.
- Roles - the ShareFile permissions held by each employee. Oleria shows each permission as a role under its ShareFile API name, for example
AdminManageEmployeesfor Manage Employees andAdminReportingfor Access reporting. - Connected apps - third-party apps that employees have authorized to access ShareFile. Oleria shows each app as a non-human identity, with the employees who authorized it as its owners.
- Activity - sign-ins, failed sign-ins, two-step verification events, and file activity such as uploads, downloads, views, moves, and deletes. Oleria also imports access changes, such as permission changes and users added to groups.
Oleria doesn’t map ShareFile folders, folder permissions, or share links.
To read activity, Oleria creates reports in ShareFile with names that start with
oleria-, and deletes them after each sync. You might see these reports briefly under Reports in ShareFile.Prerequisites
- A ShareFile administrator account. The admin who approves access must be the master admin, or an employee with the Manage Employees and Access reporting permissions. To add or remove group members from Oleria, the admin also needs Edit other users’ shared distribution groups.
- Admin access to the Oleria workspace.
The exact location of these settings can change over time. If the steps below don’t match what you see, refer to ShareFile’s own API documentation.
Create an API key in ShareFile
1
Open the API key page
Go to api.sharefile.com/apikeys and sign in with your ShareFile admin account.
2
Create an API key
Create a new API key and give it a name, for example
Oleria Integration. Set the redirect URI to your Oleria workspace URL followed by /workspace/integrations/sharefile/connect, for example https://acme.oleria.io/workspace/integrations/sharefile/connect.Use the Oleria URL from your browser’s address bar. The redirect URI must match exactly, or ShareFile rejects the sign-in.
3
Copy the client ID and client secret
Copy the Client ID and Client Secret for the new API key. You’ll paste them into Oleria in the next section. Store the client secret securely.
Connect ShareFile to Oleria
1
Open the integration
Go to your Oleria workspace, select Integrations -> select ShareFile.
2
Complete the connection form
Select Continue and provide the following:
3
Approve access in ShareFile
Select Authenticate. ShareFile asks you to sign in and approve access. Sign in as a ShareFile administrator and approve the request.Oleria then checks that the approving user is the master admin, or holds the Manage Employees and Access reporting permissions. If not, the connection fails.
Verify the integration
Confirm the ShareFile account appears on the Connected tab of your Oleria Integrations page. After the first sync completes, you can review the discovered accounts, groups, roles, connected apps, and activity in your Oleria workspace.Oleria reads ShareFile as the user who approved access. If that user is disabled or loses their admin permissions, edit the integration and select Update, then approve access in ShareFile as another administrator. Leave OAuth Client Secret blank to keep the saved secret.
Remediation actions
Oleria can take the following actions in ShareFile. Each action requires the user who approved access to hold the listed permission, or to be the master admin:
Revoking a connected app removes the app’s access for every employee who authorized it. Oleria can’t undo this action; each employee must authorize the app again.
To protect your account, Oleria doesn’t:
- Disable the ShareFile user who approved access for Oleria, or remove the
AdminManageEmployees,AdminReporting, orAdminSharedDistGroupsrole from them (unless they’re the master admin). - Grant or remove the
MasterAdminorEmployeerole. - Change Super Users membership as a group. Grant or remove the
SuperUserrole instead. - Revoke the API key Oleria uses. It appears under connected apps with the name you gave it in ShareFile.

