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Table of Contents

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  1. Preface
  2. Introduction
  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

User Guide

User Guide

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Getting Started

Getting Started

Authorized users can utilize the
Managed File Transfer
 browser-based dashboard to perform configuration and monitoring within the product. Follow these steps to get started with
Managed File Transfer
.
  1. Review and modify the Global Settings for
    Managed File Transfer
    .
  2. Set up Admin Users and Admin User Groups with their applicable roles and permissions.
  3. To enable Web Users, for example trading partners, to connect to
    Managed File Transfer
     to upload or download files, perform the following steps:
    1. Configure the Login Methods, the Web User Password Policy and Web User Templates for Web Users.
    2. Create the Web Users (Trading Partners) and Web User Groups authorized to work with
      Managed File Transfer
      .
    3. Configure the protocols and ports (SFTP server, FTP/s server, HTTP/s server) through the Service Manager page.
    4. Define Triggers to execute specified actions when certain conditions are met.
  4. To automate and schedule file transfers in
    Managed File Transfer
    , perform the following steps:
    1. Create Resources for any systems you wish to connect to for sending/retrieving data (e.g. SFTP servers, FTP servers, database servers, mail servers, etc.).
    2. Set up Keys and Certificates for any encryption requirements.
    3. Create Project Workflows of any tasks that need to be automated (for example, file transfers, data conversions, file encryption, compression, etc.).
    4. Schedule Projects to run at future dates and times. Additionally you can execute Projects through folder Monitors.
      The term "Admin Users" is used to indicate those individuals that are allowed to perform administration functions in
      Managed File Transfer
      . The term "Web Users" indicates the credentials for connecting to a service (e.g. SFTP, HTTPS, etc.) in
      Managed File Transfer
      .
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