PDF EFT™ WEB ADMIN v3. - Globalscape

EFTTM WEB ADMIN v3.9

INSTALLATION, ADMINISTRATION, & USER GUIDE

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Address: 4500 Lockhill-Selma Road, Suite 150, San Antonio, TX (USA) 78249 Sales: (210) 308-8267

Sales (Toll Free): (800) 290-5054 Technical Support: (210) 366-3993

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Table of Contents

Welcome to the EFTTM Web Administration Interface .................................................................................. 7 Installing EFT Web Admin............................................................................................................................. 7

Requirements ......................................................................................................................................... 7 Installation............................................................................................................................................... 8 Upgrading ............................................................................................................................................. 16 Silent Command-Line Installation......................................................................................................... 18

Installing ......................................................................................................................................... 18 Uninstalling..................................................................................................................................... 18 Upgrading....................................................................................................................................... 18 Properties Reference ..................................................................................................................... 19 Using EFT Web Admin................................................................................................................................ 28 Initial Configuration ............................................................................................................................... 28 Login ..................................................................................................................................................... 34 Site Connections................................................................................................................................... 34 Roles..................................................................................................................................................... 34 EFT Web Admin Users ......................................................................................................................... 36 Create or Edit EFT Web Admin Users ........................................................................................... 36 Reset User Password .................................................................................................................... 39 User Role Membership .................................................................................................................. 40 Delete User .................................................................................................................................... 41 Password Recovery ....................................................................................................................... 42 Authorization ......................................................................................................................................... 45 Access Control (Containers)................................................................................................................. 47 Containers ...................................................................................................................................... 48 Link or Unlink Resources ............................................................................................................... 49 Managing Containers ..................................................................................................................... 51 Logs ...................................................................................................................................................... 52 Configure Application Settings ............................................................................................................. 53 Application Status .......................................................................................................................... 54 Application Settings........................................................................................................................ 54

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EFTTM Web Admin Guide

Admin Changes Approval ..................................................................................................................... 55 Web.Config Settings ............................................................................................................................. 60 EFT Account Self-Provisioning............................................................................................................. 61 Requesting/Approving an Account ....................................................................................................... 64 Email Templates Customization ........................................................................................................... 67 FAQ ...................................................................................................................................................... 68 Replacing Logo on Login Page ............................................................................................................ 69 Alternative Authentication Sources....................................................................................................... 70 EFT Web Admin Permissions............................................................................................................... 70 Tools............................................................................................................................................................ 77 Link New Accounts Tool ....................................................................................................................... 77

Link New Accounts in EFT Web Admin ......................................................................................... 77 Schedule Automatic Links Using EFT............................................................................................ 77 Schedule Automatic Links Using Windows Task Scheduler.......................................................... 81 EFT Web Admin Report Tool ............................................................................................................... 88 Error Codes .................................................................................................................................... 88 Configuring the Report Tool ........................................................................................................... 88 Command-Line Usage ................................................................................................................... 88 Audit Report ................................................................................................................................... 90 Permissions Report........................................................................................................................ 91 Viewing Reports in Excel ............................................................................................................... 91 ContainerLinks Report ................................................................................................................... 92 Managing EFT............................................................................................................................................. 93 EFT Accounts ....................................................................................................................................... 93 Reset EFT Account Password.............................................................................................................. 95 Unlock EFT Account ............................................................................................................................. 97 Delete EFT Account ............................................................................................................................. 98 Settings Templates ............................................................................................................................... 99 Groups ................................................................................................................................................ 102 Folders ................................................................................................................................................ 103 Permissions ........................................................................................................................................ 106 SSH Keys ........................................................................................................................................... 112 OpenPGP Keys .................................................................................................................................. 115 Reports ............................................................................................................................................... 118 EFT Physical and Virtual Folders ....................................................................................................... 119 Event Rules ........................................................................................................................................ 120 Creating Event Rules ................................................................................................................... 120

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Table of Contents Viewing Event Rules .................................................................................................................... 123 Cloning Event Rules..................................................................................................................... 125 Editing Event Rules...................................................................................................................... 126 Delete an Event Rule ................................................................................................................... 128 Enable or Disable an Event Rule ................................................................................................. 129 Execution History ......................................................................................................................... 130 Change Log.................................................................................................................................. 132 Executing Event Rules ................................................................................................................. 134 Searching Event Rules................................................................................................................. 134

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