Defining Event Rules

To define Event Rules in the administration interface, you begin with an Event you want to use as a trigger for the Event Rule. 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.

While you can have two administrators working on Event Rules at the same time, if they are working on the same Rule at the same time, when they save their Rule, the second administrator to save will get a notice that the changes could not be saved because changes have been made by someone else. They then need to refresh to see the other changes, and then make their changes to the Rule again.

Operating System Events and AS2-related Events are available only in EFT Server Enterprise. These Events are visible, but unavailable (grayed out) in EFT Server SMB (non-Enterprise edition).

To define an Event Rule

  1. In the administration interface, connect to EFT Server and click the Server tab.

  2. Do one of the following:

    The Create New Event Rule dialog box appears.

  3. In the Event Rule name box, type a descriptive name for the Rule. This name will appear in the Event Rules node and in reports and logs

  4. In the Description box, provide 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, if necessary.

  5. 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 Event triggers, refer to Events and Available Variables.

  6. Click Create. The Create Event New Rule dialog box closes and the Conditions and Actions available for the Event Rule are displayed.

  7. Available Conditions for the specified Event trigger display in the Conditions list. When applicable to the Event Rule, the Else option also appears. To add a Condition to the Rule, click the 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, refer to Event Rule Conditions.

  8. Available Actions for the specified Event trigger display in the Actions list. 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.

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

  10. 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.

  11. After the Rule is defined, click the Event Rules node in the Server tree in the left pane. In the right pane, each of the Rules defined on the Site appear.

  12. In the right pane, in the Rule List, click a Rule. Comments for the Rule appear beneath the Rule List in the Comment box and the definition of the Rule (the Conditions and Actions defined) appears in the Rule overview box.

  13. To delete a Rule, click to select it in the Event Rules node, then click Remove at the bottom of the right pane or on the toolbar. A confirmation message appears. Click Yes to confirm or click No or Cancel to not delete the Rule.

Related Topics

Managing Event Rules

Using Login Credentials in Event Rules

Event Rule Order of Execution

Event Rule Examples

List of Events

Event Rule Conditions

Event Rule Actions