Installing Secure Ad Hoc Transfer

Before installing the application, review the System Requirements, decide on a Deployment Method, review the Installation Prerequisites, then read the entire procedure below.

• Install EFT Server before installing the SAT module, and make note of the EFT Server name, IP address, username, and password, because you will need to provide this information in the SAT installer.

• If a previous version of the SAT module is installed on the computer, you must uninstall it before installing the newer version. Before installing the new version, verify that the Ad Hoc virtual directory in IIS (EFTAdHoc by default) and the Ad Hoc installation directory (C:\InetPub\EFTAdHoc) were removed. Installing EFT Server, Microsoft IIS, and .NET Framework on the same physical computer expedites the installation process, but it is not required.

• In version 6.1 and later, the Secure Ad Hoc Transfer (SAT) installation program automatically detects the presence of IIS, .NET Framework, previous versions of the SAT module, and EFT Server, and prompts for required information to configure the services.

• If you are not installing SAT on the same computer as EFT Server:

• • Provide IIS a direct route and IP address to EFT Server.

  • Enable Remote Administration in EFT Server so that the installer can remotely configure EFT Server to use SAT.

  • HTTPS must be enabled at the Site level so that the SAT scripts running on IIS can communicate with EFT Server.

• Before installing the SAT module, perform the steps below in the order listed. If you do not follow each of the steps below in the order listed, the SAT module might not function as you intend:

• • Review the System Requirements and decide on a Deployment Method.

  • Review the Installation Prerequisites.

  • On operating systems other than Windows 2008, ensure IIS is installed BEFORE ASP.NET is installed. If ASP.NET is installed before IIS is installed, you must provide the network service with write access to the framework directory (e.g., C:\WINDOWS\Microsoft.NET\Framework\v3.5) by running the ASP.NET registration tool. See AdHoc Properties Missing ASP.NET Tab for the procedure for registering ASP.NET using the ASP.NET registration tool.

  • If you are installing SAT with IIS7, configure IIS using the instructions in BEFORE Installing the SAT Module with IIS7.

To install Secure Ad Hoc Transfer

1. Copy the installer to the computer on which IIS and .NET are installed.

2. Double-click the installer. The installer wizard appears.

   

3. Click the drop-down menu.

   

4. Click Secure Ad Hoc Transfer Module. The Welcome screen appears.

   

5. Click Next. the Requirements page appears.

   

6. Scroll through and read the requirements to ensure you have completed all requirements have gathered the necessary system information before continuing with the installation.

7. Click Next. The License Agreement appears.

   

8. Read the license agreement and accept it by clicking I Agree. (If you do not accept the license agreement, the installer exits.) The Install Trial or Full page appears.

   

9. Do one of the following, then click Next:

   • If you are evaluating the SAT Module prior to purchase, click Trial Version. Any time during the Trial or after it expires, you can activate the SAT module.

   • The trial version of SAT is not time limited; however, it is limited to ten e-mails with one attachment each, per IIS session.

   • If you have purchased the SAT Module, click Full Version. The Serial number page appears. Complete the activation information (to avoid errors, you can copy and paste the serial number from your invoice), then click Next.

10. If a message appears stating that the installer did not detect the correct version of the Microsoft .NET Framework, click Yes to exit the installer and open the Web browser to the .NET Framework Developer Center. If you know that .NET is installed, you can click No to continue with the installation, then resolve the error later. Refer to AdHoc Properties Missing ASP.NET Tab for details, if necessary.

11. Click Next. The Configure IIS page appears.
    
    

12. Specify a Web Site and the Virtual Folder name (the default is EFTAdHoc) to use for the SAT components, then click Next. The Choose Install Location page appears.

    

13. Specify the folder in which to install the SAT module (e.g., C:\Inetpub\wwwroot\EFTAdHoc), then click Next. The configuration parameters page appears.
    
    

14. Provide the EFT Server name/IP address (defaults to localhost if you are installing SAT on the same computer as EFT Server), Server Port (1100 by default), and EFT Server Administrator User Name and Password, then click Next. The Site Configuration Parameters page appears.
    
    

15. If you have more than one Site defined in EFT Server, specify the EFT Server Site Name under which you want to install the SAT temporary users' Settings Template. Specify a Site that uses GlobalSCAPE authentication or ODBC authentication. If SAT is using an AD or LDAP Site, it cannot create temporary users.

16. Provide a new, unique Settings Template name that will be used only for SAT (the default is EFTAdHoc).

17. Provide the External Domain Name for EFT Server. This is the external server address used to access EFT Server. Because e-mail recipients can be on an external network, you should use a DNS instead of the actual IP address. For example, type myfileserver.com (which might map to https://10.0.0.100:444).

IMPORTANT: If you are also using DMZ Gateway, then use the address of DMZ Gateway instead.

18. Click Next to continue. The SMTP Mail Server Parameters page and the following confirmation prompt appears:

    By default, the Secure Ad Hoc Transfer (SAT) module will transfer files from its temporary staging cache to EFT Server using HTTPS. If EFT Server's root folder, <folder_path>, is located on the same physical computer as SAT, SAT can optimize file transfers between itself and EFT Server by using the operating system's local file copy capabilities instead of HTTPS. Click "Yes" if you would like to use local file copy or "No" if EFT Server is located on a different computer, or if EFT Server's root folder is on a shared or mapped drive.

    

19. Type the SMTP Server Name/IP address, Server Port, and Default Sender Address (e-mail). If mail server authentication is required, click Server Requires Authentication, then type the Administrator User Name and Administrator Password used to connect to the mail server. If you want to test the SMTP mail server configuration settings, you can select the Test check box to send an e-mail to an accessible account.

20. Click Next.  If you selected the Test check box, the E-mail page appears. Provide the e-mail address for the test e-mail, then click Install.
    
    

    • Click Yes if the e-mail was successful. Click No if the e-mail was not received, then verify your SMTP settings.

21. The installer will install all of the necessary files. When the installation of the SAT module is complete, the Installation complete page appears.

    

22. Click Next. The final screen appears.

    

23. If want to open the SAT sendmail form, select the Run Secure Ad Hoc Transfer Module check box, then click Finish. A prompt appears telling you to refer to the help for additional configuration options.

24. Click OK. The SAT help appears and a browser window opens to the SAT sendmail form.

    

25. A few additional steps are necessary:

    1. Enable automatic notification of uploads and user clean-up events in EFT Server.

    2. Verify that the Microsoft IIS settings are configured correctly, as described below.

Verify the Microsoft IIS Settings

If EFT Server and IIS are NOT running on the same computer, copy to the EFT Server computer the EFTAdHoc folder (by default, C:\Inetpub\wwwroot\EFTAdHoc\) and all files and subfolders.

Note the web.config file at the bottom of the file list. If this file does not exist, the SAT module will not be able to connect to EFT Server. The web.config file provides the configuration for the EFTAdHoc properties in IIS.

To verify IIS settings

1. Open the IIS Manager, right-click the EFTAdHoc virtual folder, then click Properties.
   
   

2. On the ASP.NET tab, make sure ASP.NET version 2.0.50727 (or newer) is selected. (If the ASP.NET tab is not displayed, refer to AdHoc Properties Missing ASP.NET Tab for the procedure for running the ASP.NET registration tool.)

3. Click Edit Configuration. Refer to Editing the Configuration File for details.

Next Steps after installation:

Configure the SAT Module (The installer captures and records all necessary values; however, you can manually change those settings in the IIS Manager. For example, if you want to turn on the Smart E-Mail feature, you need to set UseSmartEmailTextBoxes to True.)

Customize the Secure Ad Hoc Transfer Web Interface (This is only necessary if you want to "rebrand" the sendmail form with your company information.)

Configure EFT Server to send upload notifications (This procedure is performed on the EFT Server Enterprise computer in the administration interface. EFT Server basic edition has no Timer Event Rule functionality and so cannot send upload notifications.)