Defining Event Rules

To define Event Rules in EFT Administrator, you begin with an event you want to use as a trigger for the Event Rule (Used to specify an action to occur when an event takes place and/or a condition is present, e.g., send an e-mail when a file is uploaded.). The event could be when someone uploads a file, when a user quota is exceeded, or when a change is detected in a folder. Then you specify an Action to be taken when the event occurs. The Action could be sending an e-mail to someone, encrypting a file, moving a file, or all three together. Optionally, you can then define Conditions that must be met for the Action to be taken. You can even branch the Actions and define one Action to be taken if specified criteria are met. You do this using standard If>Else logic.

To define an Event Rule

In EFT Administrator, connect to EFT Server and click the Server tab.

Do one of the following:

Right-click in the left pane, then click New Event Rule.
In the left pane, expand the Site you want to configure, then click Event Rules. In the right pane, click New.
On the main menu, click Configuration > Create New Event Rule.

The Create New Event Rule dialog box appears:

In the Event Rule Name box, type a descriptive name for the rule.

In the Description box, enter any notes about the rule, such as "Automatic move and delete of accounting folder." You can edit these notes later in the Comment area for the Rule.

In the Select event trigger box, click the event you want to use as the basis of the Event Rule, such as Folder Monitor. For a description of the available triggers, refer to List of Events.

Click OK. The Create Event New Rule dialog box closes and the Conditions and Actions available for the Event Rule are displayed in the right pane.

Available Conditions for the specified event trigger display in the Conditions box. When applicable to the Event Rule, the Else option also appears. To add a Condition to the Rule, click a Condition, then click Add Condition, or double-click it. Conditions are optional. Not all Conditions that EFT Server supports are available for every event. To learn more about available Conditions, see Event Rule Conditions.

Available Actions for the specified event trigger display in the Actions box. To add an Action to the Rule, click an Action, then click Add Action or double-click it. To learn more about Actions, refer to Event Rule Actions.

In the Rule pane, click the blue and red text links to toggle behavior and specify executables, e-mail addresses, or file paths used in definition of the Event Rule. You can also reorder the sequence of the rule logic using the blue up/down arrows that display to the right of the action or condition, or by clicking the Action or Condition and dragging it to the new location.

Click Apply to save the changes on EFT Server. EFT Server will not save the Rule unless it is adequately defined. Links displayed in the Rule box indicate that there are parameters that must be defined before you can save and apply the rule.

After the Rule is defined, click the Event Rules node in the Server tree in the left pane. Each of the Rules defined on the Site appear in the right pane. If you select a Rule in the Rules list, the Comments for the Rule appear in the Comment box and the definition of the Rule (the Conditions and Actions defined) appear in the Rule overview box. (You can edit the notes in the Comment box.) Use the controls to the right of the Rule list to manage the Rules. Refer to Managing Event Rules for details.