Table of Contents

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  1. Preface
  2. Introduction
  3. Pre-Installation Notes
  4. Installation and Configuration
  5. Initial Configuration
  6. Enable Transport Layer Security version 1.3
  7. Customizing Installation Settings
  8. Product Administration
  9. Upgrade Overview
  10. Active-Passive: Backups and Replication
  11. Active-Active: Clustering and Automatic Failover
  12. Uninstalling Managed File Transfer

Informatica Managed File Transfer Installation Guide

Informatica Managed File Transfer Installation Guide

Initial Configuration

Initial Configuration

Follow the instructions below to test the installation and perform initial configuration of
Managed File Transfer
.
  1. To access the
    Managed File Transfer
    Administrator using a standard HTTP connection, open your browser and type the URL of
    http://[hostname]:[portnumber]
    where
    [hostname]
    is the host name or IP address of the
    Managed File Transfer
    and
    [portnumber]
    is the port number of the
    Managed File Transfer
    Administrator. The default HTTP port for the Administrator is 8000, for example:
    http://myserver:8000
    Otherwise, to access the
    Managed File Transfer
    Administrator over a secure HTTPS connection, open your browser and type the URL of
    https://[hostname]:[portnumber]
    . The default HTTPS port for the Administrator is 8002, for example:
    https://myserver:8002
    .
  2. Login with your user name and password.  The default user name and password is
    Administrator
  3. The
    Managed File Transfer
    Administrator dashboard is displayed. 
  4. Review and adjust the global settings in
    Managed File Transfer
    by following the instructions below: 
    1. From the main menu bar, select the
      System
      option.
    2. Choose the
      Global Settings
      option.
    3. Review the settings on the tabs and make any changes as needed.  Read the on-line help text for each setting to understand its purpose.
    4. Be sure to specify the settings for your SMTP server on the
      SMTP Settings
      tab.  This will allow
      Managed File Transfer
      to send email alerts when certain events occur.
    5. Note that some changes to the Global Settings will take effect only when
      Managed File Transfer
      is restarted.
  5. By default, Admin User and Web User passwords are authenticated against the passwords stored in the
    Managed File Transfer
    database. Optionally, you can configure
    Managed File Transfer
    Login Methods for basic authentication of Admin User and Web User passwords against a Windows Active Directory or Generic LDAP located within your organization. Web User accounts can also be synchronized with users stored in an LDAP server.
    1. From the main menu bar, select the
      Users
      option.
    2. Choose the
      Login Methods
      option.
    3. Click the
      Add Login Method
      button.
    4. Read the on-line help text for specific instructions to configure user authentication for your system.
  6. The passwords for the included administrator and root user ids will always be authenticated against
    Managed File Transfer
    internal database. For security purposes, you should change the passwords for these users by following the instructions below. 
    1. From the main menu bar, select the
      Users
      option.
    2. Choose the
      Admin Users
      option.
    3. Next to the administrator user name, click on the button and choose Reset password.
    4. Key in the new password on the screen and click on the
      Reset
      button.
    5. Next to the root user name , click on the button and choose Reset password.
    6. Specify the new password on the screen and click on the
      Reset
      button.
    7. Record the new passwords in a safe place.
  7. Manage the settings for the services, such as FTP, FTPS, SFTP, HTTPS, AS2, which you want to make available to your trading partners by following the instructions below:
    1. From the main menu bar, select the
      Services
      Service Manager
      .
    2. Follow the instructions in the on-line help to learn how to adjust settings for the various services.
    3. After adjusting any settings, you can click on the icon to start (or restart) the service.
To backup configurations and settings, which should be performed on a regular basis, see backup instructions. To set firewall settings, see Firewall.

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