D&B SafeTransPort Tutorial YOUR MANAGED FILE TRANSFER SOLUTION FOR SECURE FILE TRANSFERS WITH D&B

Transcription

1 Tutorial YOUR MANAGED FILE TRANSFER SOLUTION FOR SECURE FILE TRANSFERS WITH D&B

2 Overview

3 Overview Topics Covered overview, features and benefits Account activation and password maintenance Using the User Interface Sending and retrieving files via FTP Sending and retrieving files via STP Mail Where to find more information about How to get help Tutorial 3

4 OVERVIEW Features & Benefits Is D&B s managed file transfer solution for customers, data suppliers and operating partners Serves as a one stop shop for sending and receiving files to D&B via FTP protocols and secure Leverages the latest available technology and robust infrastructure to ensure a high-performing, secure platform Provides new features designed to improve our customers experience Tutorial 4

5 OVERVIEW Features & Benefits Complies with the most stringent security requirements for user authentication, data security and Payment Card Industry (PCI) Data tokenization to ensure your data is safe and secure Supports multiple FTP file transfer modes and secure (with or without file attachments) to give you options that work with your systems and processes Offers customizable file transfer notifications to give you as much or as little detail about each transfer as you wish to see Provides an easy to use interface for manually-initiated file transfers, secure , password maintenance and a gateway to system support one place for all your D&B file transfer needs. Tutorial 5

6 Account Activation & Maintenance

7 Account Activation & Maintenance Account Activation & Password Maintenance Supports multiple unique User IDs for each Account each person or system accessing an account must have their own User ID Creation of new Accounts may be initiated through your D&B representative Requests to add new User IDs to an existing account may be made via the Support link at the top of the user interface logon page Tutorial 7

8 Account Activation & Maintenance Account Activation & Password Maintenance New users will receive an with an activation link to establish their password and activate access to their account Passwords can be reset at any time via the Forgot Your Password link on the STP UI logon page Tutorial 8

9 Account Activation & Maintenance Account Activation & Password Maintenance Password Requirements Minimum length: ten (10) characters Must have at least one of each of the following: Upper case alpha character (A-Z) Lower case alpha character (a-z) Numeric character (0-9) Special character ($,!, -, #, etc.) Tutorial 9

10 Account Activation & Maintenance Account Activation & Password Maintenance Password Requirements Your access will be locked after four failed login attempts May not reuse any of your twelve previous passwords Tutorial 10

11 Account Activation & Maintenance Account Activation & Password Maintenance Password Expiration Options 90 day expiration (for logons via the user interface or automated connections) Annual expiration (for automated connections only) Non-expiring (on exception basis for automated connections only) Tutorial 11

12 Account Activation & Maintenance Account ID The first of three s for new users Provides the Account ID for logging into the D&B SafeTransPort System Contains important links to the User Interface, Guides, and Support Tutorial 12

13 Account Activation & Maintenance Account Activation The second of three s for new users Provides a link to activate the Account ID which is unique for each user Click on this link to create a new password and activate the Account ID Link is for one-time use only and expires after the password is set Tutorial 13

14 Account Activation & Maintenance Account Activation Confirmation The third and last of three s for new users Confirms that your Account is now active and ready for use Contains important links to the User Interface, Guides, and Support Tutorial 14

15 User Interface

16 User Interface Landing Page Open your browser to the URL to view the UI: Tutorial 16

17 User Interface Landing Page The top menu bar features the following links: D-U-N-S Number click for information about D&B s Universal Numbering System Data Insight click for information about growing relationships through Data Support click to open a Support Request Feedback click to provide feedback to D&B About D&B click for information about Dun & Bradstreet Tutorial 17

18 User Interface Landing Page The right section of the screen features the following information: Scheduled Maintenance details about upcoming maintenance Message details about upcoming releases and features Additional Information details and links to Support and Frequently Asked Questions Tutorial 18

19 User Interface Landing Page The bottom section features the official social media links for D&B, boiler plate information, copyrights, and links to our Privacy Policy, Terms of Use, Site Map, and Feedback. Tutorial 19

20 User Interface Landing Page The left side of the page features the following: User ID type in your ID Password type in your password Forgot Your Password click to reset your password Log In click to log in and use the User Interface Tutorial 20

21 User Interface Using The System

22 User Interface: Using The System Logging In Open your browser to Type in your User ID Type in your Password Click on the Log In button Tutorial 22

23 User Interface: Using The System User Interface Upon logging in, the User Interface is presented. Tutorial 23

24 User Interface: Using The System User Interface The left menu pane contains two sections: SafeTransPort for transmitting files. Remote Folders contains your gets and your puts folders Mailbox contains your SafeTransPort Mail My Computer for viewing files on your local drive Tutorial 24

25 Using The System Sending Files

26 Using The System: Sending Files Sending Files to D&B 1. Click on the puts Folder 2. Click on the Upload button 3. Navigate through the dialog box to find the desired file 4. Click on the file to select it 5. Click on Open to upload the file Tutorial 26

27 Using The System: Sending Files Sending Files to D&B At the bottom of the page you will notice the Transfers Queue. From this screen you can monitor your upload Click onto the current job if you d like to pause, resume, or delete it Pause will stop a selected transmission Resume will continue a selected paused transmission Delete will stop a selected transmission and remove it from the queue Tutorial 27

28 Using The System: Sending Files Sending Files to D&B Once the transmission is completed, the status changes to Finished. Indicates that your file transmitted successfully Each time you submit a file, notifications are sent out Check your local mail client (e.g. Microsoft Outlook) for these messages Tutorial 28

29 Using The System: Sending Files Notification s Once your file is transmitted you will receive three notification s Transfer Confirmation is the first of three s Indicates that the file was successfully uploaded onto the puts folder Key information such as Filename, Tracking ID, file size, and record count are included in this message Tutorial 29

30 Using The System: Sending Files Notification s Accepted for Processing is the second of three s Indicates that the file was in the accepted format and passed the virus scanning process Key information such as Filename, Tracking ID, file size, and record count are included in this message Tutorial 30

31 Using The System: Sending Files Notification s Dispatched is the last of three s Indicates that the file was forwarded onto the destination system for further processing and/or delivery Key information such as Filename, Tracking ID, file size, and record count are included in this message Tutorial 31

32 Using The System Retrieving Files

33 Using The System: Retrieving Files Notification s Once a file is ready for download, a notification is sent to you The Ready for Pickup message notifies you that a file is ready for download Indicates that the file is waiting in the gets folder Key information such as Filename, Tracking ID, file size, and record count are included in this message Scroll further down in this message and you will find download instructions Tutorial 33

34 Using The System: Retrieving Files Receiving Files from D&B 1. Click on the gets Folder 2. Click on the file that you d like to download to select it 3. Click on the Download button to receive the file 4. Click on the resulting downloaded file link at the bottom of your window to open your file Tutorial 34

35 Using The System STP Mail

36 Using The System: STP Mail Sending a File through STP Mail STP Mail is available to you for sending adhoc files to a D&B Contact. 1. To start, click on the Compose Mail Icon 2. The Compose Mail Tab appears on the main window 3. Type in the D&B contact s address on the To: line 4. Type in a desired subject on the Subject line 5. Set Expiration to 7 Days 6. Compose your message Tutorial 36

37 Using The System: STP Mail Sending a File through STP Mail 1. Click on the Attach File button found towards the bottom right of the screen 2. Navigate to the desired file and click on the file to select it 3. Click on the Open button to attach the file to the STP Mail Message Tutorial 37

38 Using The System: STP Mail Sending a File through STP Mail Towards the bottom of the screen, you will see the list of files attached to the message. Click on the Attach File button to add more files To remove a file, click on the corresponding check box and click on the Remove Files button A draft is automatically saved and is available in your Drafts folder You can also click on the Save Now button to save a draft Click on the Discard button to delete this message without sending When you re ready, click on the Send button to transmit the file Tutorial 38

39 Using The System Logging Out

40 Using The System: Logging Out Logging Out Once you ve completed your session, it s best to log out of the system. 1. Locate the Logout link at the upper right hand corner of the screen 2. Click on the Logout link to close your Session. Tutorial 40

41 Using The System Help & Support

42 Using The System: Help & Support Help Should you need more information while still logged into the system, use the Help button. 1. Locate the Help icon and link at the upper right hand corner of the screen 2. Click on the Help link to open the help window in another tab Tutorial 42

43 Using The System: Help & Support Support Should you need help, you can find links for Support on the landing page. Tutorial 43

44 User Interface Support Locate the top menu bar: Find the Support link Click to open a Support Request Tutorial 44

45 User Interface Support Type in your address Confirm your address Click on Next Tutorial 45

46 User Interface Support If your information is not yet in our system, please fill out the requested information The following are required: First Name Last Name Company Phone NOTE: If your information is already in the system, skip to the next screen Tutorial 46

47 User Interface Support Scroll down and provide the required information Type in as much information about the question or concern that you have Include details such as the Filename and Tracking ID Attach a file or screenshots if available Click on Submit to send your request to The STP Customer Support Team Tutorial 47

48 User Interface Support Upon submitting the Support Request Form, a Support Case is created for you and assigned to the STP Customer Support Team. Note the Case Number when corresponding with the Support Team. Tutorial 48

49 User Interface Support You will also receive an confirmation of the case that you ve submitted with the details that you ve provided. Tutorial 49

50 User Interface Support Once the support request is completed, you will be notified through . The resolution details will be provided within this message. Tutorial 50

51 Thank You