Attunity MFT Web Client User Guide

Transcription

1 Attunity MFT Web Client User Guide Attunity MFT Version and above July 1, 2013 Supported Browsers: Browser Internet Explorer Firefox Safari Google Chrome Version 7.0 and above 3 and above 3.2 and above 1.0 and above

2 Attunity MFT Version and above Copyright 2013 Attunity Ltd. All rights reserved. Author: Charlton Book The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Attunity license agreement, and, to the extent applicable, the additional rights set forth in FAR , Commercial Computer Software Restricted Rights (June 1987). Attunity Ltd., 70 Blanchard Road, Burlington, MA The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. Attunity is a registered trademark of Attunity Ltd and/or its affiliates. Other names may be trademarks of their respective owners. The Programs may provide links to Web sites and access to content, products, and services from third parties. Attunity is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Attunity is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Attunity is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Attunity Ltd. ii

3 Table of Contents Table of Contents Introduction... 7 Finding Your Way around this Guide... 7 Terminology... 8 Minimum Requirements... 9 ActiveX Requirements... 9 Adding the Attunity MFT Server Site to Internet Explorer's Trusted Sites List Verifying Internet Explorer's ActiveX Settings Enabling Java Internet Explorer v Firefox v Safari v Secure Connection Requirements Proxy Server Requirements Internet Explorer Firefox v Safari v Google Chrome Allowing Cookies for the Attunity MFT Server Site Internet Explorer Firefox v Safari v Attunity MFT Web Client Setup Wizard Java Prompts ActiveX Prompts Getting Started Logging in to Attunity MFT Web Client Changing your User Details Resetting your Password Renewing an Expired Password Attunity Ltd. iii

4 Table of Contents Toolbar Buttons Sending a Package Sending a Package Sending a Package in Enhanced Operating Mode Sending a Package in Lite Operating Mode Checking Recipient Names Selecting Recipients from the Address Book Inviting Users Advanced Tab Security Preferences Package Notifications Priority and Expiration Preferences Compression and Verification Preferences Inbox Folder Downloading Files in Packages View Enhanced Download Standard Download Downloading Files in Files View Enhanced Download Standard Download Replying to the Package Sender Replying to the Sender and any Other Recipients Forwarding a Package Viewing Package Properties Audit Tab Deleting Packages Sent Packages Folder Deleting Packages Downloading Sent Files Viewing Package Properties Checking the Status of Sent Packages Recipients Deliveries Attunity Ltd. 4

5 Table of Contents Files Package Audit Trail Deleted Packages Folder Deleting Packages Resuming Incomplete Transfers Resuming Incomplete Package Transfers Resuming Incomplete Uploads/Downloads Deleting Incomplete Transfers Decrypting and Verifying Files Source File Information Examples File Encrypted using a Shared Secret File Encrypted using your Public Key and Signed with Attunity MFT Certificate Searching for Packages Refining your Search Setting Preferences View Preferences Files View Packages View Transfer Preferences Operating Mode Using a Proxy Server Package Notifications Security Preferences Uploading a Package Using a Secure Connection Encrypting Files Signing Files Hiding Recipients from Each Other Allowing Recipients to Download Files without Logging In Advanced Preferences Creating a Verbose Log File Specifying a Temporary Directory Transfer Recovery Shared Folders Attunity Ltd. 5

6 Table of Contents Uploading Files to Attunity MFT Server or SharePoint Downloading Files from Attunity MFT Server or SharePoint A. Package Properties B. Attunity MFT Desktop Client C. Deleting the Attunity MFT Cookie Index Attunity Ltd. 6

7 Introduction Introduction Attunity MFT Web Client enables users to perform the following tasks using a standard Web browser (Internet Explorer, Firefox, Safari and Chrome): Exchange files with other Attunity MFT users or hosts Upload and download files to and from a shared folder on Attunity MFT Server Upload and download files to and from SharePoint (via Attunity MFT Server) Download files from other Attunity MFT users Your Attunity MFT account settings determine which of the features and capabilities described in this user guide are available to you. If you need to use a certain feature that is documented but not available, please contact your Attunity MFT administrator. Note: This document assumes that you are using Microsoft Internet Explorer. Attunity MFT Web Client is also compatible with Firefox, Safari and Google Chrome, though you may experience slight variations in functionality between the supported browsers. Finding Your Way around this Guide The following table details which parts of this document are relevant to you, according to the capabilities assigned to you by your Attunity MFT Administrator: Capability Send/receive files to/from other Attunity MFT users or hosts Upload/download files to/from shared folders on Attunity MFT Server or SharePoint. Send/receive files to/from other Attunity MFT users or hosts Upload/download files to/from shared folders on Attunity MFT Server or SharePoint. Receive files from other Attunity MFT users Relevant Chapters Chapters 1-9 Chapters 1 and 10 Chapters 1-10 Chapters 1 and 3 Lite operating mode Chapters 1-5 and 8-9 Attunity Ltd. 7

8 Introduction Terminology Package Files are sent in packages. When sending files, Attunity MFT Web Client creates a special folder known as a package that contains your files as well as various information required to process the package such as the names of the package recipients, when the package expires, and so on. After you send a package, it is uploaded to Attunity MFT Server where it undergoes sorting and processing before being downloaded by the recipients and/or delivered to hosts. Enhanced The Attunity MFT administrator can either configure your Attunity MFT Web Client operating mode as "Lite" (see below) or "Enhanced". If your operating mode is "Enhanced", active components will be downloaded from Attunity MFT Server to your computer (if you agree). Active components provide enhanced functionality, enabling you to pause and resume transfers, easily manage the download of multiple files, recover transfers, encrypt/decrypt files and access shared folders. Despite the benefits that Attunity MFT's active components provide, your organization's corporate policy may prohibit the use of active components or you simply may not need the functionality that they provide. If this is the case, you can change your operating mode to "Lite" as described in Operating Mode. For more information on Shared Folders, see 10. Shared Folders. Lite The Attunity MFT administrator can either configure your Attunity MFT user account as "Lite" or "Enhanced" (see above). If your account is configured as "Lite", you will only be able to send packages and download files sent to you by other Attunity MFT users or hosts. Hosts Hosts are computers either within or outside an organization that your Attunity MFT administrator has enabled you to send files to or receive files from. Host nicknames When sending files to a host, you must specify the host nickname and, if required, the target directory nickname. The host nickname is an alias for the actual host IP address while the target directory nickname is an alias for the actual target directory on the host. If instructed by your Attunity MFT administrator, you may only need to specify the host nickname (and not the target nickname). Specifying only the host nickname will send the package to several directories on the same host. Host address format when host and target nicknames are required: host_nickname:target_nickname Example: mozart:requiem Host address format when only the host nickname is required: host_nickname Example: mozart Attunity Ltd. 8

9 Minimum Requirements Minimum Requirements Attunity MFT Web Client is supported on the following browsers: Internet Explorer (v6.0 and above), Firefox (v2 and above), Safari (v2 and above) and Google Chrome (1.0 and above). The following section explains which browser settings are required for compatibility with Attunity MFT Web Client. IMPORTANT: The required browser settings are determined by your account capabilities. If your Attunity MFT user account is configured as "Enhanced" all requirements must be met. If your account is configured as "Lite" only the requirement pertaining to your browser's cookie settings is mandatory. For information about your account capabilities, contact your Attunity MFT administrator. The location of the required browser settings is different for each of the supported browsers and may even be determined by which versions of the browser you are using. The explanations below are accurate for the following browser versions: Internet Explorer 7 Firefox 3 Safari 3.2 Google Chrome 1.0 If some of the settings in your browser version differ from the versions described in this document, please refer to your browser's online help. When you open Attunity MFT Web Client for the first time, the Attunity MFT Web Client Initial Setup Wizard opens. The Attunity MFT Web Client Initial Setup Wizard enables you to enter required settings and tests their compatibility with your browser's current configuration. Thus, it is strongly recommended to verify that your browser meets Attunity MFT Web Client's requirements before using Attunity MFT Web Client for the first time. See also Attunity MFT Web Client Setup Wizard. ActiveX Requirements ActiveX is Attunity MFT Web Client's default operating mode. The best (and recommended) way of ensuring that your browser's ActiveX settings are compatible with Attunity MFT Web Client is by adding the Attunity MFT Server site to Internet Explorer's Trusted Sites list. However, even if you don't add the Attunity MFT Server site to Internet Explorer's Trusted Sites list, your current browser settings should meet Attunity MFT Web Client's ActiveX requirements. For an explanation of how to verify your browser's current ActiveX settings, see Verifying Internet Explorer's ActiveX Settings. Attunity Ltd. 9

10 Minimum Requirements Adding the Attunity MFT Server Site to Internet Explorer's Trusted Sites List To add the Attunity MFT Server site to Microsoft Internet Explorer's Trusted sites list. 1. Open Microsoft Internet Explorer. 2. From the Tools menu, select Internet Options. 3. Click the Security tab. 4. In the zone area, click Trusted sites. 5. Click the Sites button. The Trusted sites dialog box opens. 6. In the Add this Web Site to the zone field, enter the Attunity MFT Server IP address or computer name and then click Add. 7. Clear the Require server verification for all sites in this zone check box (the default). 8. Set the Trusted sites security level slider to Low. Attunity Ltd. 10

11 Minimum Requirements Verifying Internet Explorer's ActiveX Settings To use Attunity MFT Web Client's ActiveX Control, Internet Explorer's Download signed ActiveX controls and Run ActiveX controls and plug-ins settings must be set to "Enable" or "Prompt". Unless the default settings have been changed, these should be the current security settings of your browser's Internet zone. To verify your browser's Internet zone security settings: 1. Open Microsoft Internet Explorer. 2. From the Tools menu, select Internet Options. 3. Click the Security tab. 4. Verify that the security level slider is set to Medium-high. Note: If you want the security level to be High (not recommended), you can still meet Attunity MFT Web Client's ActiveX requirements by clicking Custom Level and changing the following settings to "Enable": Under the heading ActiveX controls and plug-ins: Attunity Ltd. 11

12 Minimum Requirements - Download signed ActiveX controls - Run ActiveX controls and plug-ins - Script ActiveX Controls not marked safe for scripting Under the heading Scripting: - Active Scripting Enabling Java When using Internet Explorer, Attunity MFT Web Client offers two operating modes: ActiveX or Java. With all other supported browsers, Attunity MFT Web Client's Java Applet is the only operating mode available. On all supported browsers except Google Chrome, Java plug-in version or above must be installed on your computer. You can download the Java plug-in for your specific platform from Note: Google Chrome requires Java 6 Update 11 or higher, which can be downloaded from: Additionally, your browser's Java plug-in setting should also be enabled (the default). IMPORTANT: Java beta plug-ins are not supported. Internet Explorer v7.0 To ensure that Java is enabled: Add the Attunity MFT Server site address to Internet Explorer's Trusted Sites list. For more information on adding the Attunity MFT Server site address to the Trusted Sites list, see ActiveX Requirements. Firefox v3 To ensure that Java is enabled (the default): 1. Open Firefox. 2. From the Tools menu, select Options. The Options dialog box opens. 3. Click the Content icon. The Content options are displayed. Attunity Ltd. 12

13 Minimum Requirements 4. Ensure that the Enable Java check box is selected. Safari v3.2 To ensure that Java is enabled (the default): 1. Open Safari. 2. From the Edit (Windows) or Safari (Mac) menu, select Preferences. The following dialog box opens. Attunity Ltd. 13

14 Minimum Requirements 3. Click the Security button. 4. Ensure that the Enable Java check box is selected. Secure Connection Requirements Your Attunity MFT administrator may require you to log in securely and authenticate your identity to Attunity MFT Server (see Logging in to Attunity MFT Web Client). If such a requirement exists, you must ensure that your browser's certificate stores contain appropriate client and CA certificates. If you are not sure whether such a requirement exists, please contact your Attunity MFT administrator. Additionally, in order to use Attunity MFT Web Client's Java Applet (if client certificates are required) you must also: 1. Import appropriate client and CA certificates to the Java certificate stores using the Java Control Panel. 2. Be able to access to a keystore containing the required client certificate. You may also need to add the CA certificate to the Java cacerts store (if it is not already included). The default location of the Java cacerts store is: ~\Java\jre1.x.x\lib\security For more information on managing keystore certificates, see: Attunity Ltd. 14

15 Minimum Requirements Proxy Server Requirements Your organization may use a proxy server to connect to external Internet sites. If this is the case, make sure to specify your browser's proxy server settings in the Tools > Preferences >Transfer page. For more information, see Using a Proxy Server. Internet Explorer 7 To verify Internet Explorer's proxy settings: 1. Open Microsoft Internet Explorer. 2. From the Tools menu, select Internet Options. 3. Click the Connections tab: 4. Click LAN settings. Attunity Ltd. 15

16 Minimum Requirements The Local Area Network (LAN) Settings dialog box opens. Firefox v3 The proxy address and port number are displayed in the Address and Port fields respectively. Note: If the proxy check boxes are selected and the address is not displayed, click the Advanced button to see the proxy details. To verify Firefox's proxy settings: 1. Open Firefox. 2. From the Tools menu, select Options. The Options dialog opens. 3. Click the button and then click the Network tab. Attunity Ltd. 16

17 Minimum Requirements The Network options are displayed. 4. In the Connection area, click the Settings button. The Connection Settings dialog box opens. The proxy address and port number are displayed in the HTTP Proxy and Port fields. Attunity Ltd. 17

18 Minimum Requirements Safari v3.2 To verify Safari s proxy settings: 1. Open Safari. 2. From the Edit (Windows) or Safari (Mac) menu, select Preferences. The following dialog box opens. 3. Click the Advanced button. 4. Click the Change Settings button to the right of the Proxies field. On Windows platforms, Internet Explorer s Internet Options dialog box opens. On Macintosh platforms, Safari s proxy settings dialog box opens. Continue from Step 6 below. 5. On Windows platforms, continue from Step 4 of verifying Internet Explorer s proxy settings. 6. On Macintosh platforms, change the settings as required. Attunity Ltd. 18

19 Minimum Requirements Google Chrome 1. Click the icon in the browser s top right-hand corner. The Google Chrome Options dialog box opens. 2. In the Network area, click the Change proxy settings button and then continue from step 4 of Internet Explorer 7 above. Attunity Ltd. 19

20 Minimum Requirements Allowing Cookies for the Attunity MFT Server Site Attunity MFT Web Client uses cookies to store all your settings including the settings provided in the Attunity MFT Web Client Initial Setup Wizard. To enable Attunity MFT Web Client to save your settings, your browser must allow Attunity MFT Web Client to store cookies on your computer. Unless the default browser settings have been changed, cookies should be allowed automatically. Internet Explorer 7 To allow cookies for the Attunity MFT Server site: 1. Open Microsoft Internet Explorer. 2. From the Tools menu, select Internet Options. 3. Click the Privacy tab: 4. Click the Sites button. Attunity Ltd. 20

21 Minimum Requirements The Per Site Privacy Actions dialog box opens. 5. In the Address of Web site field, enter the Attunity MFT Server address and then click Allow. Firefox v3 To allow cookies for the Attunity MFT Server site: 1. Open Firefox. 2. From the Tools menu, select Options. 3. Click the Privacy button. Attunity Ltd. 21

22 Minimum Requirements 4. In the Cookies area, click Exceptions. The Exceptions - Cookies dialog box opens: 5. In the Address of web site field, enter the Attunity MFT Server site address and then click Allow. Safari v3.2 To verify that cookies are allowed: 1. Open Safari. 2. From the Edit (Windows) or Safari (Mac) menu, select Preferences. Attunity Ltd. 22

23 Minimum Requirements The following dialog box opens. 3. Click the Security button. 4. Select the Only from sites you navigate to option. Attunity MFT Web Client Setup Wizard When your browser connects to the Attunity MFT Server site for the first time, the Attunity MFT Web Client Setup wizard opens. The Attunity MFT Web Client Setup wizard verifies that your browser's current settings meet Attunity MFT Web Client's minimum requirements. Completing the Attunity MFT Web Client Setup wizard is a requirement for using Attunity MFT Web Client. If you close your browser before completing the wizard, the wizard will open the next time you connect to the Attunity MFT Server site. Note: The tasks performed by the setup wizard will vary based on your user account capabilities (which are set by your Attunity MFT administrator). "Lite" - The wizard will check your browser's cookie settings, after which you will be prompted to log in. "Enhanced" - The wizard will check your browser's cookie settings, after which you will be prompted to log in. After you log in, the wizard will download required active components. For a detailed description of the above terms, see Terminology. If you are prompted to download Attunity MFT's ActiveX or Java components during setup, agree to download them. Attunity Ltd. 23

24 Minimum Requirements Java Prompts The Java prompt will be displayed if you are using Firefox or if Internet Explorer's ActiveX verification failed and you opted to use Java instead. During the Attunity MFT Web Client Initial Setup Wizard's Java plug-in test a Java plug-in prompt is displayed (the dialog may differ according to which Java plug-in version is installed on your computer). Select the Always trust content from this publisher option and then click Run. Note: If you do not select the Always trust content from this publisher check box, the Java security warning will open each time you want to transfer or download a file using Attunity MFT's Java Applet. For more information on Attunity MFT Web Client's Java Requirements, see Enabling Java. ActiveX Prompts During the Attunity MFT Web Client Setup Wizard's ActiveX test, you must agree to install the requisite ActiveX components if prompted to do so. For more information on Attunity MFT Web Client's ActiveX requirements, see ActiveX Requirements. Attunity Ltd. 24

25 1. Getting Started 1. Getting Started In this chapter: Logging in to Attunity MFT Web Client Changing your User Details Logging in to Attunity MFT Web Client To log in to Attunity MFT Web Client: 1. Open your Web browser. 2. In the browser s Address field, enter the Attunity MFT Server URL and press [Enter]. The Attunity MFT Server URL should be provided by your organization or business partner s Attunity MFT administrator. The default URL is: MFT Server name/ip address>/attunity-mft/bhub.cgi Or, if you are required to connect securely: MFT Server name/ip address>/attunity-mft/bhub.cgi For more information on logging in securely, see Secure Connection Requirements. Note: If this is the first time you are using Attunity MFT Web Client or if Attunity MFT Server has been upgraded since your last session, the Attunity MFT Web Client Setup Wizard opens. For more information, see Attunity MFT Web Client Setup Wizard. The Attunity MFT Web Client Setup Wizard will also open if the Attunity MFT Server cookie was deleted since the last time you used Attunity MFT Web Client. For more information about cookies, see Allowing Cookies for the Attunity MFT Server Site. Attunity Ltd. 25

26 1. Getting Started Otherwise, the browser loads the Attunity MFT Web Client login page: 3. Choose Use Integrated Windows Authentication to log in with your currently logged in credentials (Windows) or Use Attunity MFT Credentials to log in with your Attunity MFT credentials. 4. If you chose Use Attunity MFT Credentials, specify your user name and password in the relevant fields. 5. (Only applicable to Active Directory Attunity MFT users) In the Domain field, specify your Active Directory domain. 6. To establish a secure connection to Attunity MFT Server, select the Secure connection check box. Note: If you connected to Attunity MFT Server using HTTPS, this option will already be selected. This option requires a certificate to be installed on the IIS Server of the Attunity MFT Server machine. If you want to establish a secure connection but are not sure if the required certificate is installed, contact your Attunity MFT Administrator. 7. To bypass the login procedure each time you open Attunity MFT Web Client, select the Log in automatically next time check box. 8. Click Log In. After logging in, Attunity MFT Web Client will display one of the following pages depending on your user account capabilities: Account Capabilities Send/Receive files to/from other Attunity MFT users/hosts -OR- Only receive files from other Attunity MFT users/hosts Shared Folders only. Page Displayed Inbox Folder See Inbox Folder. Upload Operations or Download Operations See 10. Shared Folders. Attunity Ltd. 26

27 1. Getting Started Changing your User Details The Attunity MFT administrator determines whether you can change your password and which of your general details you can modify. If you are an Ad Hoc user, you will be required to change your password and may be required to provide more details about yourself. To modify your details: 1. Log in to your Attunity MFT account. 2. Click the icon displayed on the left of the page. The User Details page is displayed: 3. In the General Details section, modify your details as appropriate. 4. To change your password: a. In the Old Password field, enter your old password. b. In the New Password field, enter your new password. c. In the Verify Password field, re-enter your new password. 5. Click Apply. A confirmation message is displayed. 6. Click OK to return to Attunity MFT Web Client. Attunity Ltd. 27

28 1. Getting Started Resetting your Password If you cannot remember your password and/or username, you can submit a request for a new password. After submitting your request, you will receive an from Attunity MFT Server containing your username and a new disposable password. To request a new password: 1. Click the Forgot your password or username? link in the login page. The New Password Request page is displayed. 2. Enter your username or and then click Submit. Attunity MFT Server will send you an containing your username and new one-time password (which you will be required to change when you next log in to your account). Renewing an Expired Password Your Attunity MFT account settings may require you to periodically renew your password. If your password has expired, you will be prompted to provide a new password when you attempt to log in. Fill in the fields and then click OK. Attunity Ltd. 28

29 1. Getting Started Toolbar Buttons The table below describes the toolbar buttons at the top of the interface. Button Click To Delete packages in your Inbox, Sent Packages or Deleted folder. Delete all packages in your Deleted folder. Switch between Files view and Packages view. The current view will be applied to all your folders and any search results. For more information on the View options, see View Preferences. Open the online Help file. Log out of your account. Download files (only displayed in Files view). See also Downloading Files in Files View. Attunity Ltd. 29

30 2. Sending a Package 2. Sending a Package Files that you send are uploaded to Attunity MFT Server as Attunity MFT packages. Packages consist of your files and Attunity MFT metadata files. Attunity MFT metadata files contain important information such as who to deliver the files to, when the package expires, and so on. After you send a package, it is uploaded to Attunity MFT Server where it undergoes processing before being delivered to hosts or downloaded by users. For information on checking the status of sent packages, see Checking the Status of Sent Packages. In this chapter: Sending a Package Describes the basic requirements for sending a package. Inviting Users Describes how to send packages to Ad Hoc users (users who are not Attunity MFT users). Advanced Tab Explains how to configure advanced options such as security and package expiration. Attunity Ltd. 30

31 2. Sending a Package Sending a Package Packages can contain files or a message or a combination of both. To send a package you must, as a minimum requirement, specify a recipient. You can also choose additional transfer and security options as described in Advanced Tab. The package sending options differ depending on your operating mode. If your operating mode is "Enhanced", continue below. If it is Lite continue from Sending a Package in Lite Operating Mode. For a description of Enhanced and Lite, see Terminology. In order to send a package the only requirement is to specify at least one recipient. All other options such as specifying a subject, writing a message and adding files are optional. Sending a Package in Enhanced Operating Mode To send a package: 1. Click the (New) button in the left pane. The New Package window opens displaying the Package tab. Attunity Ltd. 31

32 2. Sending a Package 2. In the To field, specify the recipient names. You can either type them or select them from the Address Book (recommended) by clicking the button next to the To. Recipients can be users, distribution lists and/or hosts. You may also be allowed to send packages to recipients who are not Attunity MFT users. For more information, see Inviting Users. Note: If you cannot remember the recipient s user name or are unable to locate it in the address book, then you can specify his/her address instead. The address will be used by Attunity MFT Server to identify the intended recipient. When typing host names, you must use a special format consisting of the host nickname followed by the target nickname. For example: bach:brandenburg For more information on host name formats, see Terminology. Multiple recipient names must be separated by a semi-colon and no spaces, for example: mike;jane;peter;mozart:serenade Note: Attunity MFT Web Client's auto-complete feature will automatically complete unambiguous recipient names. For example, if the recipient's user name is "andrew" and no other user names begin with "an", typing "an" is sufficient. If you typed the recipient names, it is a good idea to verify whether you specified valid recipient names by clicking the below the button. For more information about checking recipient names, see Checking Recipient Names. 3. To prevent recipients from seeing who else the package was sent to, select the Hide recipients from each other check box. 4. To allow recipients to download files without logging in, select the Allow recipients to download files without logging in check box. This option will only be displayed if it is has been enabled by your Attunity MFT administrator. Note: Selecting this option makes it easier for the recipients to download the files, but it will also allow anyone with access to the recipients computers to download the package files (since login is not required). Therefore, it is advisable to only select this option if the files that you are sending do not contain any confidential information. 5. In the Subject field, enter a package subject. 6. In the Message field, write a message to accompany the package. 7. (Optional) To choose files: a. Click the Add button to the right of the Files field. The Choose file dialog box opens. b. Either double-click a file or select a file and then click Open. The file is added to the list. 8. (Optional) To choose multiple files at the same time: a. Click the Add button to the right of the Files field. The Choose file dialog box opens. Attunity Ltd. 32

33 2. Sending a Package b. Perform one of the following tasks as appropriate: o o c. Click Open. Adding a group of files: While holding down the [Shift] key, click the file at the beginning of the group and then click the file at the end of the group. Adding individual files: While holding down the [Ctrl] key, click the files that you want to add. The files are added to the Files field. 9. To remove a file, select the file in the File pane and click Remove. (Use the Shift or Ctrl keys to select multiple files for removal). 10. To send the package, click the Send button at the bottom right of the tab (The Advanced tab also contains a Send button). The Upload Progress window opens. Note: If you are using Java as your operating mode, when sending the package a Java security dialog may ask you whether you want to run BHubApplet. This dialog will only be displayed if: - You did not agree to always trust BHubApplet the last time you were prompted to do so (either while completing the Attunity MFT Web Client Setup Wizard or while sending a package). - The security certificate has been deleted from the Java trusted certificates store. 11. Agree to run the BHubApplet applet. For more information, about sending methods, see Operating Mode. Attunity Ltd. 33

34 2. Sending a Package Transfer Progress Window The Transfer Progress window opens when you send a package. The Transfer Progress window provides a progress report and transfer-related information, including: Overall transfer progress The total overall transfer progress. Current file - The name and transfer progress of the file that is currently being transferred. Transfer status - The current transfer status. Estimated time left - The transfer progress in terms of remaining time. Files transferred - The number of files transferred so far. Transfer Rate - The current transfer rate. Transfer log - provides various information about the transfer including the name of the directory in which the package was created, the total size of the package, the package ID and how many files were transferred successfully. Note: The total number of files transferred includes two Attunity MFT files (<name>.control and <name>.content) that are created during the packaging process and that are required by Attunity MFT Server. In other words, if you selected four files to transfer, the transfer report will state that six files were successfully transferred. To pause a transfer: Click the Pause button. Attunity Ltd. 34

35 2. Sending a Package The caption on the Pause button changes to Resume. To resume a paused a transfer: Click the Resume button. To abort a transfer: Click the Cancel button and then click Done. To close the Sending Package window: Click the Done button. When sending a package, you can override several of your default transfer and security preferences. For more information, see Advanced Tab. For more information on default preferences, see 9. Setting Preferences. Attunity Ltd. 35

36 2. Sending a Package Sending a Package in Lite Operating Mode To send a package: 1. Click the (New) button in the left pane. The New Package window opens, displaying the Package tab. 2. Perform steps 2-6 of Sending a Package in Enhanced Operating Mode. 3. To select a file: a. Click the Add button. A Browse button appears. b. Click the Browse button. The Choose File to Upload dialog box opens. Attunity Ltd. 36

37 2. Sending a Package c. Double-click the file that you want to send. The file is added to the Files field. d. To select more files, repeat steps a-c. 4. To send the package, click Send. The Upload Progress window opens, showing you the files that you selected to send. While the transfer is in progress, both the Total data sent value and the size of the file currently being transferred are updated every few seconds to show how much data has already been uploaded. 5. To abort the upload operation, click Abort. When the transfer completes, a transfer report is shown. The report includes the total amount of data transferred, the amount of data transferred for each file and the completion status of each file (indicated by an icon). 6. Click Done to close the Upload Progress window. When sending a package, you can override several of your default transfer and security preferences. For more information, see Advanced Tab. For more information on default preferences, see 9. Setting Preferences. Attunity Ltd. 37

38 2. Sending a Package Checking Recipient Names After typing the recipient names, you can click the below the button to verify that you have specified valid recipients. If all of the recipients are valid, a confirmation will be displayed. Even if you do not click the Check Recipients link, Attunity MFT verifies the validity of each recipient before sending the package. If the validity of one or more of the recipients cannot be verified, the Check Recipients window opens: In the above example, users mi is "Ambiguous" meaning that there are several valid user names beginning "mi" (mike and miles in the example). The other recipient is "Unknown", meaning that he/she is not a valid user. 1. To correct "Ambiguous" recipients, select the intended recipient from the drop-down list in the Corrected Recipient column and then click Add. The recipient is added to the Valid Recipients field at the bottom of the window. 2. To correct "Unknown" recipients, type the correct recipient user name in the Corrected Recipient column and then click Add. The recipient is added to the Valid Recipients field at the bottom of the window. 3. After you have corrected all the recipients, click OK. The package will be sent if you already clicked the Send Package button and if all the corrected recipient user names are valid. If have not already clicked the Send Package button, the program returns you to the Package tab. Attunity Ltd. 38

39 2. Sending a Package Selecting Recipients from the Address Book The Address Book contains the names of all the Attunity MFT users or distribution lists to which you are permitted to send packages. Using the search feature, you can easily search for specific users or groups of users that match your search criteria. To select recipients from the address book: 1. Click the button next to the To field. The Address Book window opens. The Address Book is divided into three tabs: Users, Distribution Lists and Hosts. In each of these tabs, the procedure for selecting and searching for recipients is identical. The right side of the tab lists the recipients that you are permitted to send packages to while the left side of the tab enables you to search for recipients. 2. To add recipients, click the Attunity MFT entities to which you want to send the package and then click Done. 3. To search for recipients by the first letter of their name, click a letter on the left as appropriate. 4. To search for recipients using the available search fields, enter a search string in any of the designated fields and then click Find. Note: A search string can contain letters and/or wildcard characters. A single letter can also be used to find recipients. For example, entering a in the Users tab's Last Name field and b in the Address field will find all recipients whose last name begins with a and whose address begins with b. Attunity Ltd. 39

40 2. Sending a Package Inviting Users If permitted by your Attunity MFT administrator, you can send packages to recipients who are not Attunity MFT users. These recipients, known as Ad Hoc users, will receive an , sent on your behalf, inviting them to enroll to Attunity MFT and download the package using Attunity MFT Web Client. To send a package to an Ad Hoc user: Follow the procedure described in Sending a Package, but in the To field specify the address of the intended recipient. Note: If you do not know whether or not you are allowed to invite Ad Hoc users, ask your Attunity MFT administrator. Attunity Ltd. 40

41 2. Sending a Package Advanced Tab In the Advanced tab, you can set preferences for the current transfer. Any preferences that you set will override the equivalent default preferences. Available preferences are as follows: Security Preferences Package Notifications Priority and Expiration Preferences Compression and Verification Preferences Security Preferences You can safeguard the package contents and prove your identity by encrypting and signing the package before it is sent. Note: This option is only available in Enhanced operating mode. See also Operating Mode. To display your security preferences: Click Security Preferences. Attunity Ltd. 41

42 2. Sending a Package Encrypting Files You can encrypt your package using any of the methods described below. Encrypting Files with the Attunity MFT Server Certificate You can use Attunity MFT Server's certificate to encrypt a package between your machine and Attunity MFT Server. After the package is uploaded to Attunity MFT Server, it is decrypted using Attunity MFT Server's private key. If the recipients' public keys reside on Attunity MFT Server and their profiles are configured accordingly, the package will be re-encrypted with their public keys. Note: To encrypt files using the Attunity MFT Server certificate, the Attunity MFT Server certificate does not have to reside on your computer. However, an appropriate certificate should have been imported to Attunity MFT Server. If you are not sure whether such a certificate exists, please contact your Attunity MFT administrator. To encrypt files using Attunity MFT Server's certificate: Select the Use Attunity MFT Server certificate option. Encrypting Files with a Recipient User s Public Certificate This option should only be selected if you are sending the package to a single Attunity MFT recipient (user or host) whose public certificate is stored on your computer. Additionally, this option is only available if the ActiveX option in the Transfer Preferences page is selected. If you encrypt the package using the recipient s public certificate, the package will be encrypted from your computer to the recipient s computer. To encrypt a package using the recipient s public key certificate: 1. Select the Use a recipient s certificate option. 2. In the designated field, specify the subject (or a unique part of it) of the recipient s public key certificate. Encrypting Files Using a Shared Secret If you encrypt the package files using a shared secret, the files will remain encrypted until decrypted by the package recipients. To encrypt files using a shared secret: 1. Select the Use a shared secret option. 2. Select a cipher from the Cipher drop-down list. 3. Specify a shared secret in the Shared Secret field. 4. Re-enter the shared secret in the Verify Secret field. To decrypt the package files, the secret and the encryption cipher must be known to the package recipients. Attunity Ltd. 42

43 2. Sending a Package Signing Files You can sign a package using a certificate containing your private key. Signing a package proves to the recipients that you are the package sender. To sign the package: 1. Select the Sign file using this certificate check box. 2. In the designated field, specify a unique part of your private certificate subject. Package Notifications You can request to be notified by when any of the following events occur: Package has been distributed to recipient s inboxes on Attunity MFT Server Package has been delivered to hosts Package activity notification You will be notified whenever recipients open the package or download any of the package file. Note: If you select this option, you will also receive a final status report when the package expires. The report will inform you which files each recipient downloaded and which recipients did not open the package (if any). To request package notifications: 1. Select any of the available options. 2. Specify an address in the designated field. Attunity Ltd. 43

44 2. Sending a Package Priority and Expiration Preferences You can assign a priority to the package and set an expiration date after which the package will no longer be available for download. To display your priority and expiration preferences: Click Priority and Expiration Preferences. Assigning a Package Priority You can assign a priority (level of importance) to each package. Packages in the recipients' inboxes will indicate their priority level with an appropriate icon. To assign a priority: From the Choose a package priority drop-down list, select Normal, High or Low as appropriate. Setting a Package Expiration Period You can set a package expiration date after which the package recipients will no longer be able to download the package. Note: The maximum expiration period defined on Attunity MFT Server is specified at the end of the note below the Package will expire within fields. The expiration period that you specify cannot exceed the maximum expiration period defined on Attunity MFT Server. To set a package expiration date: Select the Package will expire within check box and then specify the number of days, hours and minutes in the designated fields. Attunity Ltd. 44

45 2. Sending a Package Compression and Verification Preferences You can compress packages for improved transfer speed. The package will only be compressed during transfer and will not need to be unzipped by the recipients. You can also verify that the package contents have not been altered during transit. Note: This option is only available in Enhanced operating mode. See also Operating Mode. To display your compression and verification preferences: Click Compression and Verification Preferences. To zip the files during transit: Select the Zip package check box. Note: Zipping large files or certain file types may increase transfer speed while zipping file formats that already compressed (such as jpegs and mpegs) will have little effect on file size and may even reduce the transfer speed and place an unnecessary burden on the CPU. To verify that the package had not been altered during transit: Select the Verify that files have not changed during transit check box. Note: If a disparity between the source and target files is detected, the package transfer will be aborted. Attunity Ltd. 45

46 3. Inbox Folder 3. Inbox Folder Your Inbox folder will either display a list packages or a list of files sent to you by other Attunity MFT users. See View Preferences for an explanation of how to switch between Files view and Packages view. A package can contain files or may simply contain a short message from the sender. Note: In Files view you will not be able to see packages that only contain a subject or message. In this chapter: Downloading Files in Packages View Downloading Files in Files View Replying to the Package Sender Forwarding a Package Viewing Package Properties To access your Inbox folder: Click Inbox in the left pane. The Inbox folder is displayed. New packages are indicated by bold text. Your Inbox folder contains the following columns: From The Attunity MFT user name of the package sender. Subject The package subject as specified by the package sender. Date The date and time that the package/file arrived in your inbox. Size The total size of the file in the package (in Package view) or the size of the individual file (in File view). Status The current distribution/delivery status of the package (not displayed in Files view). If more than twenty packages/files are displayed you can view all your packages/files by clicking the First, Previous, Next and Last buttons at the top and bottom right of your Inbox folder. Attunity Ltd. 46

47 3. Inbox Folder Downloading Files in Packages View In Packages view, you can download package files one at a time or you can download several files concurrently. There are two ways of downloading files: Enhanced (recommended) Use this method to enable recovery of interrupted downloads, managed download and data verification. Standard Use this method if your operating mode is Lite (i.e. no Attunity MFT active components - Java Applet or ActiveX - are installed on your computer). Files will be downloaded using standard HTTP/S protocol. Both of these methods are described in detail below. To download package files: 1. Switch to Packages view (the default) by clicking the View toolbar button and selecting Packages. 2. In the Subject column of your Inbox folder, click the subject of the package. The Package Details window opens displaying the Package tab. You can see more detailed information about the package by clicking the More button at the bottom left of the tab. For an explanation of the details, see A. Package Properties. 3. In the Files list, select the files that you want to download. Attunity Ltd. 47

48 3. Inbox Folder Enhanced Download If you pause a download and then click Cancel or if the Package Details window/browser is closed while a download is in progress, the download becomes recoverable. Downloads that are suddenly interrupted due to unforeseen circumstances (e.g. power failure) are also recoverable. You can resume the download at a later date as described in 6. Resuming Incomplete Transfers. This is especially useful, for example, if you are downloading a large file and network problems interrupt the download or if you need to perform an urgent task that requires you to close the browser before the download has completed. To download files: 1. Select the check boxes next to the files that you want to download. 2. To replace files existing files with the same name, select the Replace existing files check box. 3. To verify that the file(s) transferred from the source machine are identical to the files that arrive at the target machine, select the Verify files check box. Note: If a mismatch is detected, the transfer will only be aborted if the Abort on file transfer error check box is also selected. 4. To abort the download if one of the files cannot be downloaded, select the Abort on file transfer error check box. Note: If you do not select this check box, the download will continue even if some of the files cannot be downloaded. 5. Click Download. The Browse for Folder (ActiveX) or Select directory (Java) dialog box opens. 6. Select the folder in which you want the files to be saved and then click OK (ActiveX) or Select (Java) to start the download. The Transfer Progress window opens. Attunity Ltd. 48

49 3. Inbox Folder Transfer Progress Window The Transfer Progress window opens when you download a package using the enhanced download option. The Transfer Progress provides a progress report and transfer-related information, including: Overall transfer progress The total overall transfer progress. Current file - The name and transfer progress of the file that is currently being transferred. Transfer status - The current transfer status. Estimated time left - The transfer progress in terms of remaining time. Files transferred - The number of files transferred so far. Transfer Rate - The current transfer rate. Transfer log - provides various information about the transfer including the name of the directory in which the package was created, the total size of the package, the package ID and how many files were transferred successfully. Attunity Ltd. 49

50 3. Inbox Folder To pause a transfer: Click the Pause button. The caption on the Pause button changes to Resume. To resume a paused a transfer: Click the Resume button. To abort a transfer: Click Abort. To close the Transfer Progress window: Click the Done button. Standard Download Standard download is used if no Attunity MFT active components (ActiveX Control or Java Applet) are installed on your computer. Standard download enables the download of files using standard HTTP/S protocol. If your operating mode is "Lite", you will only be able to download files using this method. To download multiple files in Lite mode: 1. Click the package subject. The Package Details window opens. 2. Select the files that you want to download. 3. Click the Download button. Note: If you selected more than three files to download you will be asked whether you want multiple Save As dialog boxes to be opened simultaneously. A File Download prompt is displayed. 4. Click Save. Attunity Ltd. 50

51 3. Inbox Folder When you click Save, a Save As dialog box will open for the current file and a File Download prompt will open for the next file that you selected to download. This will occur for each of the files that you selected to download. 5. For each file, specify where you want to save the file and then click Save. To download a single file: 1. Click the file that you want to download. A File Download prompt is displayed. 2. Click Save. Attunity Ltd. 51

52 3. Inbox Folder The Save As dialog box opens. 3. Specify where you want to save the file and then click Save. Attunity Ltd. 52

53 3. Inbox Folder Downloading Files in Files View In Files view, you can download files one at a time or you can download several files concurrently. There are two ways of downloading files: Enhanced Use this method to enable recovery of interrupted downloads and file content verification. (Only available in Java or ActiveX operating modes). Standard Use this method to download files using standard HTTP/S protocol. Both of these methods are described in detail below. Enhanced Download Enhanced download enables the recovery of interrupted downloads and file content verification. Additionally, using this method, multiple files can be downloaded in a single operation as opposed to one at a time. To download files: 1. Switch to Files view by clicking the View toolbar button and selecting Files. A list of files is displayed. 2. Select the files that you want to download and then click the Download toolbar button. Note: If you are prompted to install the file activex_packager.ocx, agree to install it. Attunity Ltd. 53

54 3. Inbox Folder The Files Details window opens. 3. To replace existing files with the same name, select the Replace existing files check box. 4. To verify that the files are downloaded in their entirety, select Verify files. 5. To abort the entire download if one of the files cannot be downloaded, select the Abort on file transfer error check box. 6. To start the download, click Download. Attunity Ltd. 54

55 3. Inbox Folder The Transfer Progress window opens. The Transfer Progress window contains a summary of the transfer details and informs you if any errors occurred. For more information about the Transfer Progress Window, see Transfer Progress Window. 7. Click Done to close the window (disabled while download is in progress). Standard Download Standard download enables the download of files using standard HTTP/S protocol. If your operating mode is "Lite", you will only be able to download files using this method. To download multiple files: 1. Perform steps described 1-2 above. Note: If you selected more than three files to download you will be asked whether you want multiple Save As dialog boxes to be opened simultaneously. 2. Click the Download button. A File Download prompt is displayed. 3. Click Save. When you click Save, the Save As dialog box will open for the current file and a File Download prompt will open for the next file that you selected to download. This will occur for each of the files that you selected to download. 4. For each file, specify where you want to save the file and then click Save. To download a single file: 1. Click the file that you want to download. 2. Click the Download button. Attunity Ltd. 55

56 3. Inbox Folder A File Download prompt opens. 3. Click Save. A Save As dialog box opens. 4. Specify where you want to save the file and then click Save. Attunity Ltd. 56

57 3. Inbox Folder Replying to the Package Sender To reply to the package sender: 1. Click the Package subject. The Package Details window opens. 2. Click the Reply link at the top of the page. The Reply window opens. 3. Follow the procedure described in 2. Sending a Package. Replying to the Sender and any Other Recipients To reply to the package sender: 1. Click the Package subject. The Package Details window opens. 2. Click the Reply to All link at the top of the page. The Reply To All window opens. 3. Follow the procedure described in 2. Sending a Package. Forwarding a Package You can forward packages from your inbox to other recipients. To forward a package: 1. Click the Package subject. The Package Details window opens. 2. Click the Forward link at the top of the page. The Forward Package window opens. 3. Follow the procedure described in 2. Sending a Package. Note: The advanced options which are available when creating a new package and replying to a package are not available when forwarding a package. Attunity Ltd. 57

58 3. Inbox Folder The package is forwarded and a confirmation containing the unique ID of the forwarded package is displayed: Viewing Package Properties To view the properties of a specific package: 1. In the Subject column, click the subject of the package. 2. Click the button in the bottom left of the Package tab. The package properties are displayed: For an explanation of the package properties, see A. Package Properties. Audit Tab In the package Audit tab you can check which of the package files you downloaded. To view the Audit tab, click the package subject and then click Audit. Attunity Ltd. 58

59 3. Inbox Folder Deleting Packages 1. To delete a single package, select the check box next to the package that you want to delete and then click the Delete toolbar button. 2. To delete all currently displayed packages, select the first check box and then click the Delete button. 3. To delete all packages: a. Select the first check box (to the left of the Processing Started column) and then click the Delete button. b. Click the button at the bottom of the page then repeat step a. Note: Deleted packages will be moved to your Deleted Packages folder. Attunity Ltd. 59

60 4. Sent Packages Folder 4. Sent Packages Folder In this chapter: Deleting Packages Downloading Sent Files Viewing Package Properties Checking the Status of Sent Packages To display your Sent Packages folder: Click the button on the left of the page. Unopened packages are indicated by bold text. The Sent Packages folder is divided into five columns: To the package recipients Subject the subject that you provided for the package Processing Started the date and time that Attunity MFT Server began processing the package Size the total package size Status the current state of the package. The status changes dynamically according to the package s current processing stage, until the final status of Distributed is displayed. Note: Although Distributed is the final status displayed in your Sent Packages folder, the package may also have been delivered to hosts (For more information on hosts, see Terminology). To verify whether this is the case, you can click the package subject and then review the audit trail as described in Checking the Status of Sent Packages. Attunity Ltd. 60

61 4. Sent Packages Folder If necessary, use the navigation options at the bottom of the page to view all of your sent packages. Deleting Packages 1. To delete a single package, select the check box next to the package that you want to delete and then click the Delete toolbar button. 2. To delete all currently displayed packages, select the first check box and then click the Delete button. 3. To delete all packages: a. Select the first check box and then click the Delete button. b. Click the button at the bottom of the page then repeat step a. Note: Deleted packages are moved to your Deleted Packages folder. Downloading Sent Files See Downloading Files in Packages View and Downloading Files in Files View for an explanation of how to download files. Viewing Package Properties To view the properties of a specific package: 1. In the Subject column, click the package subject. 2. Click the button in the bottom left of the Package tab. The package properties are displayed: For an explanation of the package properties, see Package Properties (93). Attunity Ltd. 61

62 4. Sent Packages Folder Checking the Status of Sent Packages The package Audit tab (displayed when you click the package subject) provides information about the status of sent packages including: Which recipients opened the package and/or downloaded the package files Whether the package was successfully delivered to hosts Which files were downloaded by each recipient (and when) The package audit trail on Attunity MFT Server The availability of information depends on the package s designated recipients. For example, if the package was not sent to any hosts, no delivery information will be available. Recipients Click Recipients to see which recipients opened the package and downloaded files, which recipients opened the package but did not download any files and which recipients did not open the package. This information is updated each time one of the recipients opens the package for the first time or downloads any of the files. The Files Downloaded column informs you which recipients downloaded all of the files (all), none of the files (none) or some of the files (some). You can click all and some to see which files were downloaded and when. In the image above, the Files Downloaded column shows that user a only downloaded some of the files. To see which files jane downloaded, the sender clicks some. A window opens listing each file that Jane downloaded and when it was downloaded. Attunity Ltd. 62

63 4. Sent Packages Folder Deliveries If the package was also sent to hosts, you can click Deliveries to see the current transfer status. Files Click Files to see a recipient download report for each of the package files. To see which of the recipients downloaded Large File 4.psd, the sender clicks Some Recipients in the Downloaded By column. A window opens showing which recipients downloaded the file and when each recipient downloaded it. Package Audit Trail Click Package Audit Trail to see the package processing stages on Attunity MFT Server. The Package Audit Trail may help your Attunity MFT Administrator identify the cause of package transfer problems. Attunity Ltd. 63

64 5. Deleted Packages Folder 5. Deleted Packages Folder Your Deleted Packages folder displays a list of packages that have been deleted from your Inbox and/or from your Sent Packages folder. Unopened packages are in bold text. If you have more than twenty deleted packages, click the arrows at the bottom of your folder to see more packages. Deleting Packages 1. To delete a single package, select the check box next to the package that you want to delete and then click the Delete button. 2. To delete several packages, select the check boxes next to the packages that you want to delete and then click the Delete button. 3. To delete all packages from your Deleted Packages folder, click the toolbar button. Note: If you delete a package from your Deleted Packages folder, the package will be permanently erased. For an explanation of other tasks that you can perform in your Deleted Packages folder (such as downloading), see 3. Inbox Folder. Attunity Ltd. 64

65 6. Resuming Incomplete Transfers 6. Resuming Incomplete Transfers You can resume transfers that were interrupted before completion. Transfers may be interrupted as a result of power failure, networking problems, browser-related issues, and so on. To recover an incomplete transfer: 1. Log in to Attunity MFT Web Client as described in Logging in to Attunity MFT Web Client. 2. Click the button on the left of page. The Resume Transfers page is displayed: 3. Select one of the following as appropriate: Attunity MFT Package Incomplete Transfers to resume transfers that were interrupted while sending a package or downloading a package file Upload/Download Incomplete Transfers to resume transfers that were interrupted while uploading or downloading files to/from Attunity MFT Server or SharePoint. Attunity Ltd. 65

66 6. Resuming Incomplete Transfers Resuming Incomplete Package Transfers If you clicked Attunity MFT Package Incomplete Transfers, the following page is loaded: A list of incomplete transfers is displayed in the top half of the page. In the Type column, the word Upload or Download is displayed, depending on whether you were sending (upload) or downloading files when the transfer was interrupted. To display information about a specific transfer in the lower half of the page: Select the interrupted transfer. The lower half of the page displays various information about the incomplete transfer including the time that the transfer was interrupted, the names of the package files (if any), and the number of files and bytes that were transferred before the transfer was interrupted. For information on sending packages, see 2. Sending a Package. Attunity Ltd. 66

67 6. Resuming Incomplete Transfers Resuming Incomplete Uploads/Downloads If you clicked Upload/Download Incomplete Transfers, the following page is loaded: A list of incomplete transfers is displayed in the top half of the page. In the Type column, the word Upload or Download is displayed, depending on whether you were uploading or downloading files to/from Attunity MFT Server when the transfer was interrupted. To display information about a specific transfer in the lower half of the page: Select the interrupted transfer. The lower half of the page displays various information about the incomplete transfer including the operation name, the source and target folder names, the time that the transfer was interrupted, the name of the interrupted file, and the number bytes that were transferred before the transfer was interrupted. For information on uploading/downloading files to/from Attunity MFT Server, see 10. Shared Folders. Attunity Ltd. 67

68 6. Resuming Incomplete Transfers To recover a transfer: Select the transfer that you want to recover and then click the Resume button at the bottom of the page. Deleting Incomplete Transfers 1. To delete a single transfer, select the transfer that you want to delete and then click the Delete button. 2. To delete all incomplete transfers, click the toolbar button. Attunity Ltd. 68

69 7. Decrypting and Verifying Files 7. Decrypting and Verifying Files You can decrypt files and verify their signatures using Attunity MFT Web Client s integrated decryption and verification interface. Only encrypted/signed files sent to you by other Attunity MFT users can be decrypted/verified using this utility. Note: Make sure that the files you want to decrypt or verify reside on your hard drive or on a mapped network drive. To access the decrypt and verify utility: 1. Click the button on the left of the page. The Decrypt and Verify page is displayed. 2. In the File field, specify the full path of the encrypted/signed file. 3. In the Source file information region, provide the information required to decrypt/verify the files. For examples, see Source File Information Examples below. 4. Select one or both of the following options according to the task(s) that you want to perform: Decrypt files Verify signatures 5. Select one of the following options to perform on the source files after they are decrypted/verified: Take no action Attunity Ltd. 69

70 7. Decrypting and Verifying Files Replace with output file to replace the source file with the decrypted/verified file. Delete Move to If you select this option, you must also specify a destination directory. 6. To specify a temporary directory in which decryption/verification will take place, select the Path check box under the Temporary Directory heading and then specify a directory in the adjacent field. This is a useful option if a process is waiting to pick up the files from the final output directory. After the files have been decrypted/verified, they are transferred to the specified output directory. 7. Under the Output Directory heading, specify a directory in which to save the decrypted/verified files. 8. To start the decrypt/verify process, click the Apply button. Attunity Ltd. 70

71 7. Decrypting and Verifying Files Source File Information Examples The following section provides examples of the fields that may appear in the Source file information region when you select an encrypted/signed file. File Encrypted using a Shared Secret If the file has been encrypted using a shared secret, the following fields are displayed: To decrypt the file, you would need to select the cipher used to encrypt the file and enter the shared secret in the designated fields. File Encrypted using your Public Key and Signed with Attunity MFT Certificate If the file has been encrypted on Attunity MFT Server using the your public key and signed using Attunity MFT Server's private key, the Source file information region will appear as follows: 1. If the package containing the file was sent to several recipients (and encrypted for each recipient), select your Attunity MFT user name from the Recipients drop-down list. 2. In the Decrypting certificate subject field, enter a unique part of your private key certificate. 3. In the Verifying certificate subject field, enter a unique part of the signer's public key certificate. Note: In Java mode, the Verifying certificate password field is also displayed. Enter the password for signer's public key certificate. Attunity Ltd. 71

72 8. Searching for Packages 8. Searching for Packages In the Find Packages page, you can search for received, sent and deleted packages using various search parameters such as folder, subject, sender, recipient, file name and others. You can search for specific packages or groups of packages that have something in common, for example, the same sender, the same recipients, received between specific dates, and so on. You can search using individual parameters or you can fine-tune your search by combining several search parameters. You can also include the wildcard characters * (zero or more characters) and? (any single character) in your search parameters. For example, if you specify *.doc in the File Name field, Attunity MFT Web Client will only search for packages that contain Word documents. Or, if you specify?arr? in the Sender field, Attunity MFT Web Client will only search for packages from users that match the wildcard pattern (e.g. Larry and Barry). Attunity Ltd. 72

73 8. Searching for Packages To display the Find Packages page: Click the button on the left of the page. The Find Packages page is displayed. The following table provides a description of the available search fields. Field Folder Sender Description Choose which folders to search. Search by package sender(s). If you only partially remember the sender's user name, you can combine the letters that you remember with wildcards or simply enter the letters that you remember. Example: dan* will find all packages whose sender names begins with dan (e.g. danna and danny) dan on the other hand will find all packages whose sender names contains the string dan (e.g. edan and danny) Recipient Subject Search by package recipient(s). See the description of the Sender field above. Search by package subject. You can enter the exact subject, a part of the subject or a wildcard Attunity Ltd. 73

74 8. Searching for Packages combination. Date between Click in fields and select a date from the pop-up calendar. You can search for packages after a certain date (by only specifying a date in the Date between field), before a certain date (by only specifying a date in the and field) or between two dates (by specifying dates in both fields). Message text Display expired packages File name File size is larger than File size is smaller than Show only matching files Show all files from matching packages Search by the package message. You can enter the exact message, a part of the message or a wildcard combination. Packages will expire after a user or server-defined time period. While your search can include expired packages, you can't download files from expired packages. Specify by a single file name or multiple file names using the * and/or? wildcard characters. Search for packages that contain files larger than the specified size. Search for packages that contain files smaller than the specified size. In Files view, you can choose whether to include all files from matching packages in your search results or only matching files. The Show all files from matching packages option should be selected, for instance, if you are searching for a package that contains multiple files, but can only remember one of the file names. To search for packages: Enter the search parameters as required and click the Search button at the bottom of the page. Attunity Ltd. 74

75 8. Searching for Packages The results will be displayed as packages (in Packages View): Or as files (in Files View): Refining your Search If your initial search does not yield any results or if you want to modify your search criteria, you can refine your search by clicking the Refine button above the File Name column. When you click Refine, the Find Packages window opens enabling you to edit your previous search criteria. Attunity Ltd. 75

76 9. Setting Preferences 9. Setting Preferences In the Preferences page, you can set the following preferences: View Preferences Transfer Preferences Security Preferences Advanced Preferences Some of these preferences will be used as defaults when you send a package or download files, while others are related to the general operation of Attunity MFT Web Client. Attunity Ltd. 76

77 9. Setting Preferences View Preferences Click the toolbar button and select Files or Packages to change your current display mode. The selected display mode will be applied to all folders as well as any search results. By default, both files and packages are sorted by date, though you can sort them however you prefer by clicking the column headings. Files View In Files view, you can click a file to download the file or you can click the subject to open the package to which the file belongs. If you click the subject, you will also be able to view and download any other files associated with the package. Note: Individual files cannot be deleted. Only complete packages can be deleted. For instructions on downloading files in Files view, see Downloading Files in Files View. Packages View In Packages view, a list of packages is displayed. To view and download package files, click the package subject. For instructions on downloading files in Package view, see Downloading Files in Packages View. Attunity Ltd. 77

78 9. Setting Preferences Transfer Preferences To access your Transfer Preferences: Click the button in the left pane and then click Transfer in the sub-menu that opens. In the Transfer Preferences page, you can configure the following options: Operating Mode Proxy Server Package Progress Notification IMPORTANT: Click the Apply button to save your preferences. If you navigate to another page without clicking Apply, your preferences will not be saved. Operating Mode If you are using Microsoft Internet Explorer, Attunity MFT Web Client's enhanced functionality can be provided either by the Attunity MFT ActiveX Control or the Attunity MFT Java Applet. With other supported browsers, Java Applet is the only available operating mode. To be able to switch between operating modes, your user account permissions must be set to "Enhanced". If your user account permissions are set to "Lite", the other operating modes will not be available. For information about the differences between Enhanced and Lite modes, see Terminology. Using a Proxy Server You can upload packages to Attunity MFT Server via a proxy server. This option is not available in Lite mode. Attunity Ltd. 78

79 9. Setting Preferences To use a proxy server in Java mode: Select the Proxy server address option and then specify the proxy address and port number in the adjacent fields. To use a proxy server in ActiveX mode: Select the Use Internet Explorer settings option. See Operating Mode for more information on the ActiveX and Java Applet options. Package Notifications You can request to be notified by when any of the following events occur: Package has been distributed to recipients' inboxes on Attunity MFT Server Package has been delivered to hosts Package activity notification You will be notified whenever recipients open the package or download any of the package file. Note: If you select this option, you will also receive a final status report when the package expires. The report will inform you which files each recipient downloaded and which recipients did not open the package (if any). To request package notifications: 1. Select any of the available options. 2. Specify an address in the designated field. By default, your address is shown (if configured in your Attunity MFT Server account settings). Attunity Ltd. 79

80 9. Setting Preferences Security Preferences In the Security Preferences page, you can define package encryption and signing preferences, choose to hide package recipients from each other, and allow recipients to download package files without logging in. Note: Package encryption and signing options are only available in Enhanced operating mode. See also Operating Mode. To access your Security Preferences: Click the Preferences button in the left pane and then click Security Preferences. IMPORTANT: Click the Apply button to save your preferences. If you navigate to another page without clicking Apply, your preferences will not be saved. Uploading a Package Using a Secure Connection You can upload a package to Attunity MFT Server using a secure connection (SSL). Note: This option requires a certificate to be installed on the IIS Server of the Attunity MFT Server machine. If you want to use this option but are not sure if the required certificate is installed, first contact your Attunity MFT Administrator. To upload a package using a secure connection: Select the Secure Connection check box. Securely Uploading Packages to Attunity MFT Server in Java Mode In Java mode, you can securely upload packages and authenticate your identity to Attunity MFT Server using a Java keystore certificate. Attunity Ltd. 80

81 9. Setting Preferences To encrypt the package data and authenticate your identity to Attunity MFT Server: 1. In the Transfer Preferences page, select the Java applet option. 2. In the Security Preferences page, Select the Secure Connection check box. 3. Select the Use Java Client Authentication check box. 4. In the Java keystore file field, specify the full path (i.e. location and name) of your Java keystore, either manually or using the browse button. 5. In the Keystore file password field, enter your keystore password. Encrypting Files You can choose whether to use the Attunity MFT Server certificate as your default encryption method. When you send a package you can choose an alternative encryption method if desired. Encrypting Files Using Attunity MFT Server's Certificate You can use Attunity MFT Server's certificate to encrypt a package between your machine and Attunity MFT Server. After the package is uploaded to Attunity MFT Server, it is decrypted using Attunity MFT Server's private key. If the recipients' public keys reside on Attunity MFT Server and their profiles are configured accordingly, the package will be re-encrypted with their public keys before being downloaded by/delivered to them. To encrypt files using Attunity MFT Server's certificate: Select the Use Attunity MFT Server certificate option. Signing Files You can sign a package using a certificate containing your private key. Signing a package proves that you are the sender of the package. Attunity Ltd. 81

82 9. Setting Preferences To sign a package in ActiveX mode: 1. Select the Sign files using this certificate check box. 2. In the designated field, specify a unique part of your certificate subject. To sign a package in Java Applet mode: 1. Complete the Java keystore file and Keystore file password fields at the top of the page. 2. Select the Sign files using this certificate check box. 3. In the designated field, specify a unique part of you certificate subject. 4. In the Signing certificate password field, specify the certificate password. Hiding Recipients from Each Other To prevent recipients from seeing who else the package was sent to, select the Hide recipients from each other check box. Allowing Recipients to Download Files without Logging In To allow recipients to download files without logging in, select the Allow recipients to download files without logging in check box. This option will only be displayed if it is has been enabled by your Attunity MFT administrator. Note: Selecting this option makes it easier for the recipients to download the files, but it will also allow anyone with access to the recipients computers to download the package files (since login is not required). Therefore, it is advisable to only select this option if the files that you are sending do not contain any confidential information. Attunity Ltd. 82

83 9. Setting Preferences Advanced Preferences In the Advanced Preferences page, the following options can be configured: Verbose log files Temporary Directory Transfer Recovery Note: These options are only available in Enhanced operating mode. See also Operating Mode. To access your Advanced Preferences: Click the Preferences button in the left pane and then click Advanced Preferences. IMPORTANT: Click the Apply button to save your preferences. If you navigate to another page without clicking Apply, your preferences will not be saved. Creating a Verbose Log File Only select the Create verbose log file option if instructed by technical support. If you are running Attunity MFT Web Client in Java applet mode, messages will be displayed in the Java Console. If you are running Attunity MFT Web Client in ActiveX model, the verbose log file will be created in: <drive>:\documents and Preferences\<local_user>\Local Preferences\Temp\BHub_Client_ocx.log To create a verbose log file: Select the Create verbose log file check box. See also: Operating Mode. Specifying a Temporary Directory If you enabled the package zipping or encryption options, the source files will be copied to a temporary directory before the package is created. The files will either be copied to the default Attunity MFT temporary directory (located under your Windows home directory) or a different directory, according to your preference. The path of the default Attunity MFT temporary is determined by your current Attunity MFT Web Client operating mode: ActiveX or Java Applet (see below). Attunity Ltd. 83

84 9. Setting Preferences To copy the source files to the default temporary directory: Select the My home directory option. If you are using Attunity MFT Web Client in ActiveX mode, the files will be copied to: %temp%\softlink\bhub\temp If you are using Attunity MFT Web Client in Java mode, the files will be copied to the path defined by the Java system property: user.home On Windows machines, for example, user.home points to the following path: %userprofile%\softlink\bhub\temp Note: In the Transfer Preferences page, you can choose whether to use ActiveX or Java Applet operating mode. To copy the source files to a different directory: Select the Temporary directory option and then specify the full path of the temporary directory in the designated field. Transfer Recovery The source files can be copied to a temporary directory before the package is created, but will only remain in the temporary directory if the package upload fails. This is recommended if the source file content is frequently changing as it ensures that, in the event of transfer recovery, the files that were originally transferred will be recovered (and not a different version). To copy the source files to a temporary directory before the package is created: Select the Copy files to a temporary directory option. See also Specifying a Temporary Directory above. Attunity Ltd. 84

85 10. Shared Folders 10. Shared Folders Shared Folders enable you to upload/download files to/from the Attunity MFT Server machine or a SharePoint site. Note: The Shared Folders feature will only be available if the following conditions have been met: Your Attunity MFT account settings allow you to use Shared Folders Your operating mode is set to ActiveX control or Java applet Your upload/download permissions are defined in an Operation which is assigned to you by the Attunity MFT administrator. Several Operations may be assigned to you according to your specific file transfer needs. For instance, one Operation may only allow you to upload specific file types to a predefined target directory while another may grant you unlimited access to both source and target directories. Not only directories, but also the names and types of files that you are permitted to upload or download can be predefined by the Attunity MFT administrator. Note: Certain Operations may require you to log in to Attunity MFT Server using a secure connection (HTTPS). These Operations are indicated by a padlock symbol as shown below: Similarly, access to certain Operations may be restricted to users whose digital login certificate meets criteria that has been predefined by the Attunity MFT administrator. These Operations are indicated by a quill symbol as shown below: If you encounter any of these symbols and are unsure how to proceed, consult your Attunity MFT administrator. Attunity Ltd. 85

86 10. Shared Folders Uploading Files to Attunity MFT Server or SharePoint Some Operations may allow you to upload files to/from Attunity MFT Server while others may allow you to upload files to a SharePoint Site. This section describes how to upload files to Attunity MFT Server. The instructions for uploading files to SharePoint are basically the same. The one major difference is the format of the target location (which may be predefined). When uploading files to Attunity MFT Server, the target location is a path on the Attunity MFT Server machine e.g. c:\temp\incoming. When uploading files to a SharePoint site, the target location is the SharePoint site URL e.g. Documents. The procedure described below assumes that you have selected an Operation that allows you to freely choose file types as well as source and target location. This may not always be the case as some Operations may impose restrictions on the types of files that you are able to upload and may not permit you to choose the source/target location (a detailed explanation is provided in Step 2 below). To upload files to Attunity MFT Server: 1. Click the button in the left pane The Upload Operations page is displayed: Each Operation has a name and description (provided by the Attunity MFT administrator). The name is displayed to the right of the word Operation, for example, Operation: Restricted Upload while the description is displayed in smaller font below the Operation name. Ideally, the name and description should ideally provide a summary of the Operation permissions. 2. Click the Operation that you want to perform. Attunity Ltd. 86

87 10. Shared Folders The page for the selected Operation is loaded. In the example Operation shown above the user is only permitted to upload text files from the local directory c:\source to the directory c:\target on Attunity MFT Server. All fields related to directory (source and target) and file type selection are read-only. The user can however choose whether to replace existing files, whether to verify uploaded files and whether the upload should be aborted if a transfer error occurs. All of these permissions including whether to hide the names of permitted directories and file types are determined by the Attunity MFT administrator. Attunity Ltd. 87

88 10. Shared Folders In the Operation below, for example, the user is able to freely choose the source directory and which files to upload. The target directory however has been predefined. 1. In the Look in field, specify the source directory path (on your computer) or click any of the folders in the Name column. 2. Optionally, in the File type field, type the extension of the file type to display and then click Go. For example, to only display text files, type *.txt. 3. Select the files that you want to upload. 4. If allowed, in the Choose a server target folder field, specify the path of the target folder (on Attunity MFT Server). 5. To replace files in the target directory which have the same names as the source files, select the Replace existing files check box. 6. To verify that the source file has not changed during transit, select Verify uploaded files check box. 7. To abort the file transfer if a transfer error occurs, select the Abort on file transfer error check box. 8. To start the upload, click the Upload button at the bottom of the page. Attunity Ltd. 88

89 10. Shared Folders The Transfer Progress window opens. For a description of the Transfer Progress window, see Transfer Progress Window. You can pause and resume the upload by clicking the Pause and Resume buttons as required. After the upload completes, click the Done button to close the Transfer Progress screen. 9. To abort the download, click Cancel and then click Done. Attunity Ltd. 89

90 10. Shared Folders Downloading Files from Attunity MFT Server or SharePoint Some Operations may allow you to download files from Attunity MFT Server while others may allow you to download files from a SharePoint Site. This section describes how to download files from Attunity MFT Server. The instructions for downloading files from SharePoint are basically the same. The one major difference is the format of the source location (which may be predefined). When downloading files from Attunity MFT Server, the source location is a path on the Attunity MFT Server machine e.g. c:\temp\incoming. When downloading files from a SharePoint site, the source location is the SharePoint site URL e.g. Documents. The procedure described below assumes that you have selected an Operation that allows you to freely choose file types as well as source and target locations. This may not always be the case as some Operations impose restrictions on the types of files that you are able to download and do not permit you to choose the source/target location (a detailed explanation is provided in Step 2 below). To view a list of download operations that you are permitted to perform: 1. Click the button in the left pane The Download Operations page is loaded: Each Operation has a name and description (determined by the Attunity MFT administrator). The name is displayed to the right of the word Operation, for example, Operation: Restricted Download while the description is displayed in smaller font below the Operation name. The name and description should provide a summary of the Operation permissions. 2. Click the Operation that you want to perform. Attunity Ltd. 90

91 10. Shared Folders The page for the selected Operation is loaded. In the example Operation shown above the user is only permitted to download text files from a predefined directory on Attunity MFT Server to a predefined directory on the target (local) machine. All fields related to directory (source and target) and file type selection are read-only. In addition, the name of the source directory is hidden from the user. The user can however choose whether to replace existing files, whether to verify downloaded files and whether the transfer should be aborted if a transfer error occurs. All of these permissions, including whether to hide the names of permitted directories and/or file types are determined by the Attunity MFT administrator. Attunity Ltd. 91

92 10. Shared Folders In the Operation below, for example, the user is able to freely choose which files to download as well as the target directory. However, the Attunity MFT Administrator has restricted the source folder to c:\source and its subfolders. If the user attempts to browse for files in any other location, for example d:\ or c:\, an "access denied" error will be shown. 1. In the Look in field, specify the source directory path (on the Attunity MFT Server machine). 2. Optionally, in the File type field, type the extension of the file type to display and then click Go. For example, to only display text files, type *.txt. 3. Select the files that you want to download. 4. In the Download to field, specify the path of the target folder (on your machine). 5. To replace files in the target directory which have the same names as the source files, select the Replace existing files check box. 6. To verify that the source file has not changed during transit, select Verify downloaded files check box. 7. To abort the file transfer if a transfer error occurs, select the Abort on file transfer error check box. 8. To start the download, click the Download button at the bottom of the page. Attunity Ltd. 92

93 10. Shared Folders The Transfer Progress window opens. For a description of the Transfer Progress window, see Transfer Progress Window. You can pause and resume the download by clicking the Pause and Resume buttons as required. After the download completes, click the Done button to close the File Transfer Progress window. 9. To abort the download, click Abort. Attunity Ltd. 93

94 A. Package Properties A. Package Properties In your Inbox, Sent Packages and Deleted Packages folders, you can view the package properties by clicking the package subject and then clicking the button at the bottom of the Package tab. The table below explains the package properties. Property Package ID Received Expiration Encrypted Size Priority Current Status Digitally Signed Files Allow download without logging in Recipients Hidden Explanation The unique package ID. The date and time that the package was distributed to the recipients' inboxes. The date after which the package will no longer be available for download. Whether or not the package is encrypted. The total size of the package source files. The priority of the package. See Assigning a Package Priority. The current processing status of the package, e.g. distributed. Whether or not the package is digitally signed. The number of files in the package. Whether or not the sender enabled the recipients to download the package files without logging in. Whether or not the sender hid the list of recipients from each of the package recipients. Attunity Ltd. 94

95 B. Attunity MFT Desktop Client B. Attunity MFT Desktop Client If the Desktop Client item appears under the Tools heading (shown below), then your Attunity MFT administrator has allowed you to download and install Attunity MFT Desktop Client. To download Attunity MFT Desktop Client: Click one of the download buttons at the bottom of the page according to your computer s CPU specification (32-bit or 64-bit). For installation and operating instructions, please refer to the Attunity MFT Desktop Client User Guide and the Attunity MFT Desktop Client User Guide respectively. Attunity Ltd. 95