Installing Secure Ad Hoc Transfer

Before installing the application, review the System Requirements, decide on a Deployment Method, review the Installation Prerequisites, then read the entire procedure below.

• Install EFT Server before installing the SAT module, and make note of the EFT Server name, IP address, username, and password, because you will need to provide this information in the SAT installer.

• If you are not installing SAT on the same computer as EFT Server:

• • Provide IIS a direct route and IP address to EFT Server.

  • Enable Remote Administration in EFT Server so that the installer can remotely configure EFT Server to use SAT.

  • HTTPS must be enabled at the Site level so that the SAT scripts running on IIS can communicate with EFT Server.

  • Also see Next steps after installation below the procedure for steps to follow after installation is complete.

• Before installing the SAT module, perform the steps below in the order listed. If you do not follow each of the steps below in the order listed, the SAT module might not function as you intend:

1. Review the system requirements, installation prerequisites, and decide on a deployment method.

2. On operating systems other than Windows 2008, ensure IIS is installed BEFORE .NET is installed.

3. If you are installing SAT with IIS7, configure IIS using the instructions in BEFORE Installing the SAT Module with IIS7.

To install Secure Ad Hoc Transfer

1. Copy the installer to the computer on which IIS and .NET are installed. (If they are not installed, install them before continuing. Refer to Secure Ad Hoc Transfer System Requirements for version details.)

2. Install EFT Server, create the Server object and at least one Site, and leave the EFT Server service running.

3. Double-click the installer. The installer wizard appears.

4. Click the drop-down menu, and then click Secure Ad Hoc Transfer Module.

   

5. Click Next. The Welcome page appears.

6. Click Next. The Requirements Information page appears.

7. Scroll through and read the requirements to ensure you have completed all requirements have gathered the necessary system information before continuing with the installation, then click Next. The License Agreement appears.



8. Read the license agreement and accept it by clicking I Agree. (If you do not accept the license agreement, the installer exits.) The Install Trial or Full page appears.

   

9. Do one of the following, then click Next:

   • If you are evaluating the SAT Module prior to purchase, click Trial Version. Any time during the Trial or after it expires, you can activate the SAT module.

   • The trial version of SAT is not time limited; however, it is limited to ten e-mails with one attachment each, per IIS session.

   • If you have purchased the SAT Module, click Full Version. The Serial number page appears. Complete the activation information (to avoid errors, you can copy and paste the serial number from your invoice), then click Next.

10. If a message appears stating that the installer did not detect the correct version of the Microsoft .NET Framework, click Yes to exit the installer and install the correct version of .NET Framework. If you know that the correct version is installed, you can click No to continue with the installation, then resolve the error later.

11. Click Next. The Configure IIS page appears.
    
    

12. Specify a website and the Virtual Folder name (the default is EFTAdHoc) to use for the SAT components, then click Next. The Choose Install Location page appears.

    

13. Specify the folder in which to install the SAT module (e.g., C:\Inetpub\wwwroot\EFTAdHoc), then click Next. The configuration parameters page appears.
    
    

14. Provide the EFT Server name/IP address, Server Port (1100 by default), and EFT Server Administrator User Name and Password, then click Next. The Site Configuration Parameters page appears.
    
    

15. If you have more than one Site defined in EFT Server, specify the EFT Server Site Name under which you want to install the SAT temporary users' Settings Template. Specify a Site that uses GlobalSCAPE authentication or ODBC authentication. If SAT is using an AD or LDAP Site, it cannot create temporary users.

16. Provide a new, unique Settings Template name that will be used only for SAT (the default is EFTAdHoc).

17. Provide the External Domain Name for EFT Server. This is the external server address used to access EFT Server. Because e-mail recipients can be on an external network, you should use a DNS instead of the actual IP address. For example, type myfileserver.com (which might map to https://10.0.0.100:444).

IMPORTANT: If you are also using DMZ Gateway, then use the address of DMZ Gateway instead.

18. Click Next to continue. The SMTP Mail Server Parameters page appears:



19. Even if you are installing the trial, provide the server parameters as if it were a Full installation. Type the SMTP Server Name/IP address, Server Port, and Default Sender Address (e-mail). If mail server authentication is required, click Server Requires Authentication, then type the Administrator User Name and Administrator Password used to connect to the mail server. If you want to test the SMTP mail server configuration settings, you can select the Test check box to send an e-mail to an accessible account.

20. Click Next. Provide the e-mail address for the test e-mail, click Test, then click OK after the "email has been sent" message appears.



21. Click Next. The SAT module is installed, and then a message appears telling you that the installer has created an EFT Server administrator account with minimal privileges for management of ad hoc accounts. This least-privileged account is necessary for IIS to communicate with EFT Server; IIS will not use your EFT Server "server role" admin account.

22. Click OK to dismiss the message. (Refer to the EFT Server help topic Adding Server AdministratorsAdding Server Administrators for details of viewing or editing the account.)



23. A prompt appears telling you to refer to the help for additional configuration options. Click OK.

24. Click Next. The final screen appears.



25. If want to open the SAT administration interface, verify that the Launch Administration Page check box is selected, then click Finish.

Next Steps after installation:

A few additional steps may be necessary:

• The installer creates three SAT-specific Event Rules and a custom Command in EFT Server. The Event Rules and Command may need to be updated to reflect your system's paths.

• If EFT Server and IIS are NOT running on the same computer, copy EFT Server's settings.config file into the SATScripts folder after installing EFT Server and SAT.