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Getting Started with EFT™ Administration

When you first install EFT, wizards step you through creating an EFT object, creating a Site (the connection to EFT), and creating your first user. We have made every attempt to organize this user guide in the order in which you will need to refer to the topics as you install and configure the Server, Sites, Settings Templates, Users, Groups, Commands, Event Rules, and add-on modules.

Refer to the following topics to get started:

• For details of how to use this help file and the self-help resources available online, refer to Getting Help.

• For a detailed description of EFT, refer to Introduction to EFT.

• For details of what is new in this version of EFT, refer to What's New?

• For a detailed comparison of EFT Standard and EFT Enterprise, refer to EFT Feature Comparison.

To become familiar with EFT and its add-on modules, read each of the topics in this user guide, then follow the procedures in Installing Upgrading, and Activating. If you have already installed the software, follow the procedures in Server Configuration and Administration and the remaining procedures in the order they appear in this user guide.

This user guide provides the following information:

1. Installing, Upgrading, and Activating. This section includes information about installing EFT, setting Windows system services, release notes, and upgrading and activating EFT and add-on modules.

2. Server Configuration and Administration. This section helps you make your first connection to EFT, and provides information about the Administration Interface, Protocols and Security, user authentication, starting and stopping EFT, configuring remote administration, configuring EFT's SMTP connections, creating and managing Server administrators, and various other procedures related to configuring the way in which clients connect to EFT.

3. Site (Connections) Configuration. This section provides information about creating and managing connections to EFT.

4. Settings Template Configuration. This section provides information about creating and managing Settings Templates to control access to EFT resources.

5. User (Client) Account Configuration. This section provides information about creating and managing user/client accounts.

6. Permission Groups. This section provides information about creating and managing the Groups that set user virtual file system (VFS) permissions to folders.

7. Virtual File System. This section provides information about EFT's Virtual File System (VFS), which allows you to grant access to files and folders on your system based on user and Group permissions.

8. Commands and Event Rules. These sections provide information about defining Commands to use with Event Rules to run executable files, batch files, and scripts automatically when specific events occur in EFT, and information regarding how to specify that an action is to occur when an event takes place and/or a Condition is present. (e.g., send an e-mail when a file is uploaded).

9. Transferring Files To and From EFT. This section provide information about transferring files with EFT's built-in "Plain-Text" Client, single-click authentication, Integrated Windows Authentication, and Unicode support. (If you have purchased the Web Transfer Client, refer to Web Transfer Client (WTC) for details of configuring and using the WTC.)

10. Other setup, as necessary:

    • Web Transfer Client (WTC). This section provides information about configuring the browser-based file transfer client that allows users to transfer files to/from EFT using a connected Web browser.

    • OpenPGP Module. This section provides information about creating and managing OpenPGP key pairs to safeguard data at rest.

    • AS2 Module. This section provides information about configuring and using EFT's AS2 (Applicability Statement 2) module to exchange structured business data securely using the HTTP or HTTP/S protocol.

    • Auditing and Reporting Module (ARM). This section provides information about using the Auditing and Reporting module to generate predefined and custom reports of EFT activities.

    • High Security Module (HSM). This section provides information about configuring EFT for use with the HSM for high security and/or compliance with the Payment Card Industry Data Security Standard.

    • Advanced Workflow Engine (AWE). (Available in EFT Enterprise) You can use Automated Workflows to design scripts, batch files, macros, or any other code-intensive process using an easy drag-and-drop interface, and add the workflow to Event Rules.

    • DMZ Gateway Module (DMZ), v3. This section provides information regarding configuring and managing DMZ Gateway Server to provide secured communications with EFT behind intranet firewalls without requiring any inbound firewall holes between the internal network and the DMZ.

    • Secure Ad Hoc Transfer Module (SAT). This section provides information about configuring the Secure Ad Hoc Transfer module to allow internal users to send and receive large e-mail file attachments to recipients outside of your organization quickly, reliably, and securely, without manually creating or maintaining FTP accounts on EFT.

    • Mail Express. The help documentation at this link provides information about installing, configuring, and administering the Mail Express web application and Outlook Add-In for ad hoc email transfers.

    • COM API Reference. This section provides information regarding the programmatic interface that allows you to control EFT from your own custom applications using any COM-enabled programming language.