Creating and Configuring an EFT Server

After you follow the procedures Installing the Server, Interface, and Modules, the next step is to log in to EFT via the Server interface, called the administration interface or AI, and configure the client connections to EFT. The instructions below describe how to configure the first EFT connection.

You must configure EFT for the first time on the computer on which the EFT service is installed. After you have created the local connection and enabled remote connections, you can connect to and administer EFT remotely.

Even if you plan to restore the Server from a backup, you must still create the initial Server object in the administration interface.

Anytime you connect to the EFT Server service, if no Servers have been defined, the Server Setup wizard Welcome page appears. The Server Setup wizard guides you through EFT configuration or allows you to restore from backup. The wizard helps you configure Server-specific options such as allowing remote administration. After the brief Server Setup wizard is completed, you have the option to run the Site Setup wizard to configure a Site, and then the User Setup wizard to provision a user. (You have to create at least one site for users to be able to connect to EFT.)

You may cancel out of the Server Setup wizard anytime by clicking Cancel or the X in the upper right corner. However, any settings made through the wizard are discarded, except for keys/certificates added to the key manager (by creating or importing).

You will need the following information to create and configure EFT:

  • If you are allowing remote administration of EFT and you are using SSL, you need to know the SSL settings and have access to the SSL keys and certificates.

  • If you are restricting remote administration to specific IP addresses, you need to know the IP addresses and ports.

  • If you are using DMZ Gateway, install and configure DMZ Gateway (on a different computer). The installation and configuration of DMZ Gateway is not required before creating Servers and Sites, but the Site setup wizard asks for the DMZ Gateway information. Alternatively, you can configure DMZ Gateway after Site setup is complete, and then provide the DMZ Gateway connection information in EFT's administration interface.

If you are configuring your first EFT Server connection, refer to Configure the First EFT Connection. If you are configuring a new, remote EFT connection, refer to Creating a Remote Connection.