Table of Contents

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  1. Preface
  2. Informatica Managed File Transfer Welcome Overview
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

File Transfer Portal Header Options

File Transfer Portal Header Options

The following sections in the header (after login) can be configured on either the Basic or Enhanced File Transfer Portal page. The numbered sections are described below. Some options may not be available to all Web Users based on their permissions.
1 - Company Logo
Add a company logo using the Custom File option on the File Transfer Portal tab of the HTTPS/AS2 Service Preferences. This is the same logo that is used on the File Transfer Portal Login page.
2 - Shared Drive
When Shared Drive is enabled for a Web User in the Web User settings Features tab, a Web User can open the Shared Drive interface in the HTTPS File Transfer Portal to upload and synchronize files with devices and other users.
3 - Secure Mail
When Secure Mail is enabled for a Web User in the Secure Mail settings, a Web User can open the Secure Mail interface in the HTTPS File Transfer Portal to send ad-hoc messages with secure file packages.
4 - Secure Folders
If Secure Folders are enabled for a Web User in the Web User settings Features tab, a Web User can open the Secure Folders interface in the HTTPS File Transfer Portal to work with Network folders they are authorized to access.
5 - My Account
After a Web User authenticates, they can manage aspects of their account, like changing their password or updating their profile. Options available to a Web User are displayed in the drop-down list. A Web User can change their own password if the "Allow User to Change Password" option is selected on the Authentication tab of the Web User account. The update profile option is available on the File Transfer Portal tab of the HTTPS/AS2 Service Preferences page.
6 - Activity Report
When Activity Report is enabled for a Web User in the Web User settings Features Tab, a Web User can view their own audit activity (e.g. lgons, uploads, downloads) from within the
Managed File Transfer
File Transfer Portal. Web Users will be able to view their login activity, as well as audit logs on their file uploads and downloads.
7 - Invite Users
When Send Invitations is enabled for a Web User account and the Self-Registration option is enabled, an Invite Users link is available to the Web User. This allows an authorized Web User to invite people to self-register on the
Managed File Transfer
server.
8 - Help
A Help option is available to the Web User when the "Display Help Link" is enabled on the File Transfer Portal tab of the HTTPS/AS2 Service Preferences.

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