EFT Web Admin Guide

135 Pages·2016·4.42 MB·English

EFT™ WEB ADMIN v3.9
INSTALLATION, ADMINISTRATION, & USER GUIDE
GlobalSCAPE, Inc. (GSB)
Corporate Headquarters
Address: 4500 Lockhill-Selma Road, Suite 150, San Antonio, TX (USA) 78249
Sales: [phone]
Sales (Toll Free): [phone]
Technical Support: [phone]
Web Support: http://www.globalscape.com/support/
© 2008-2017 GlobalSCAPE, Inc. All Rights Reserved
April 4, 2017
Table of Contents
Welcome to the EFT™ Web Administration Interface .................................................................................. 7
Installing EFT Web Admin ............................................................................................................................. 7
Requirements ......................................................................................................................................... 7
Installation ............................................................................................................................................... 8
Upgrading ............................................................................................................................................. 16
Silent Command-Line Installation ......................................................................................................... 18
Installing ......................................................................................................................................... 18
Uninstalling ..................................................................................................................................... 18
Upgrading ....................................................................................................................................... 18
Properties Reference ..................................................................................................................... 19
Using EFT Web Admin ................................................................................................................................ 28
Initial Configuration ............................................................................................................................... 28
Login ..................................................................................................................................................... 34
Site Connections................................................................................................................................... 34
Roles ..................................................................................................................................................... 34
EFT Web Admin Users ......................................................................................................................... 36
Create or Edit EFT Web Admin Users ........................................................................................... 36
Reset User Password .................................................................................................................... 39
User Role Membership .................................................................................................................. 40
Delete User .................................................................................................................................... 41
Password Recovery ....................................................................................................................... 42
Authorization ......................................................................................................................................... 45
Access Control (Containers) ................................................................................................................. 47
Containers ...................................................................................................................................... 48
Link or Unlink Resources ............................................................................................................... 49
Managing Containers ..................................................................................................................... 51
Logs ...................................................................................................................................................... 52
Configure Application Settings ............................................................................................................. 53
Application Status .......................................................................................................................... 54
Application Settings ........................................................................................................................ 54
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EFT™ Web Admin Guide
Admin Changes Approval ..................................................................................................................... 55
Web.Config Settings ............................................................................................................................. 60
EFT Account Self-Provisioning ............................................................................................................. 61
Requesting/Approving an Account ....................................................................................................... 64
Email Templates Customization ........................................................................................................... 67
FAQ ...................................................................................................................................................... 68
Replacing Logo on Login Page ............................................................................................................ 69
Alternative Authentication Sources....................................................................................................... 70
EFT Web Admin Permissions ............................................................................................................... 70
Tools ............................................................................................................................................................ 77
Link New Accounts Tool ....................................................................................................................... 77
Link New Accounts in EFT Web Admin ......................................................................................... 77
Schedule Automatic Links Using EFT ............................................................................................ 77
Schedule Automatic Links Using Windows Task Scheduler .......................................................... 81
EFT Web Admin Report Tool ............................................................................................................... 88
Error Codes .................................................................................................................................... 88
Configuring the Report Tool ........................................................................................................... 88
Command-Line Usage ................................................................................................................... 88
Audit Report ................................................................................................................................... 90
Permissions Report ........................................................................................................................ 91
Viewing Reports in Excel ............................................................................................................... 91
ContainerLinks Report ................................................................................................................... 92
Managing EFT ............................................................................................................................................. 93
EFT Accounts ....................................................................................................................................... 93
Reset EFT Account Password .............................................................................................................. 95
Unlock EFT Account ............................................................................................................................. 97
Delete EFT Account ............................................................................................................................. 98
Settings Templates ............................................................................................................................... 99
Groups ................................................................................................................................................ 102
Folders ................................................................................................................................................ 103
Permissions ........................................................................................................................................ 106
SSH Keys ........................................................................................................................................... 112
OpenPGP Keys .................................................................................................................................. 115
Reports ............................................................................................................................................... 118
EFT Physical and Virtual Folders ....................................................................................................... 119
Event Rules ........................................................................................................................................ 120
Creating Event Rules ................................................................................................................... 120
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Table of Contents
Viewing Event Rules .................................................................................................................... 123
Cloning Event Rules ..................................................................................................................... 125
Editing Event Rules ...................................................................................................................... 126
Delete an Event Rule ................................................................................................................... 128
Enable or Disable an Event Rule ................................................................................................. 129
Execution History ......................................................................................................................... 130
Change Log .................................................................................................................................. 132
Executing Event Rules ................................................................................................................. 134
Searching Event Rules................................................................................................................. 134
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EFT™ Web Admin Guide
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Welcome to the EFT™ Web Administration Interface
The EFT Web Administration interface is your web portal to manage the EFT platform. This user guide is
intended to help you understand how to manage connections and account access to EFT, in addition to
monitoring and creating Event Rules to automate your file management.
For details of EFT and terminology, please refer to the EFT user guides available at
http://help.globalscape.com/help/index.html.
Installing EFT Web Admin
This section provides procedures for installing, upgrading, and initial configuration of EFT Web Admin.
Requirements
The following are the minimum computer requirements to run EFT Web Administration. These
requirements are only what is required to run this software. For the full EFT requirements, please refer to
the System Requirements for your version of EFT. (An index of help documentation is available at
http://help.globalscape.com/help/index.html.)
Hardware Requirements
• CPU: Dual Core or more
• Memory: Minimum of 4GB or more
• Hard drive: 50MB
Software Requirements
• Windows 2008 R2 Server, Windows 2012 Server, or Windows 2012 R2 Server
• Microsoft IIS version 7 or later with the following roles and features enabled:
Server Roles
Web Server (IIS)
o
Application Server
o
Feature
ASP.NET or ASP.NET 4.5
o
Role service
Default Document, HTTP Errors, Static Content, HTTP Redirection
o
HTTP Logging, Static Content Compression
o
Windows Authentication role service, Request Filtering
o
Application Development
o
 ASP.NET or ASP.NET 4.5, ISAPI Extension, ISAPI Filters, .NET Extensibility 4.5
 Request Filtering
IIS Management Console
o
Application Server
Roles Services
o
 Web Server (IIS) Support
• Microsoft.NET framework 4.0 or later (Full)
• EFT v6.4 or later
• Microsoft SQL Server 2008, 2012, and 2014 (Standard, Web, Express or Enterprise)
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EFT™ Web Admin Guide
Installation
The EFT Web Administration installer installs and the application and configures Microsoft IIS, the
database connection, and the SMTP server connection.
If the password does not meet the Microsoft SQL Server Strong Password requirements, such as
described below, the installation will fail.
• Does not contain all or part of the user's account name
• Is more than eight characters in length
• Contains characters from at least three of the following categories:
English uppercase characters (A through Z)
o
English lowercase characters (a through z)
o
Base 10 digits (0 through 9)
o
Non-alphanumeric characters (for example: !, $, #, %)
o
To install EFT Web Admin
1. Execute the installer.
2. Click Next.
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Managing EFT
3. Review and accept the license agreement, then click Next.
4. Specify the components to install and the location in which EFT Web Admin will be installed. By
default, EFT Web Admin suggests a default typical path for installation. If you want to change the
location, click Browse. Click Next.
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EFT™ Web Admin Guide

5. Specify IP Address, Host name, Port Number, Virtual directory name, and Application pool
name to be used by the Web server (IIS). (EFT Web Admin suggests default names for each
field.) Click Next.
If you are doing a standard installation on one server, leave these values as is.
o
If you are installing multiple instances of EFT Web Admin, or setting up EFT Web Admin
o
in an Active-Active configuration, please contact your account manager for assistance.

***ALWAYS MAKE SURE YOU HAVE BACKUPS OF YOUR DATABASE BEFORE YOU
CONTINUE.***
6. In Choose New or Existing Database:
Click Create a new database if you would like the installer to create a new database for
o
use by EFT Web Admin. This option typically is used for new installations.
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