Quick Start

This Quick Start guide describes the process for installing and activating Secure FTP Server and defining your first connection to the Server.

You can download a trial version of the software and its add-on modules on GlobalSCAPE's download page, at http://www.globalscape.com/downloads/gsftps.aspx.

To get started with Secure FTP Server

  1. After you have downloaded the software, double-click the executable to start the installer. The Welcome page appears.

  2. Click Next. The License Agreement appears.

  3. You must read and then accept the license agreement (click Yes) in order to continue. 

  4. Click Next. The Destination Location page appears.

  5. Specify the folder in which to install Secure FTP Server, then click Next. The Select Components page appears.

  6. Select the check boxes of the components you want to install, then click Next.

  7. The Administrator Account Settings page appears.

  8. Create a username and password that you will use to connect to and administer Secure FTP Server, then click OK.

  9. If the administrator username or password is lost, you will not be able to administer the server. Resetting the administrator account is possible, but will result in the loss of all user- and group-specific settings.

  10. If you selected MSDE Database for Auditing and Reporting, the Database Login Details page appears. Provide a username and password for administering the Auditing and Reporting Module database.

  11. When the setup wizard is finished, the page appears.

  12. The Launch Administrator Interface check box is selected by default. Select the View README file check box if you want to read the release notes, then click Finished. The GlobalSCAPE Secure FTP Server Administrator and Connect to FTP Server dialog box appear.

  13. Provide the administrator Username and Password that you created during installation, then click Connect. The Welcome dialog box appears.

  14. You are prompted to provide a serial number.

  15. The Registration wizard appears.

  16. In the Serial Number box, type or copy and paste your serial number, then click Next. The Personal Details page appears.

  17. The information on this page can be used to verify your account if you need to contact Customer Support. Complete the personal details fields, then click Next. If the registration fails, choose from the following:

  18. If you are behind a proxy, click Configure HTTP Proxy to configure the proxy settings.

  19. If a firewall or a proxy server is in use, your network administrator should ensure that port 80 is open during the registration process.

  20. Click Finish. The Create New Site wizard appears.

  21. QS_WIZ_CreateNewSite1

  22. Provide a Name for the Site or keep the default name. This name will appear in the Server tree.

  23. Click the Listening IP list, then click the IP address of the computer or keep the default of All incoming.

  24. In the Port box, type or select the port number. The default port used for FTP connections is 21, however, you can enter any value between 1 and 65,535. (If you are using the site for secure FTP connections, you can later turn off plain FTP access on the Connection Options tab.)

  25. Assigning port numbers under 1024 may lead to conflicts with other programs running on your computer.

  26. The FTP connection to the Server is called a Site. If you want the connection to be available immediately, select the Start site automatically after creation check box. Otherwise, you can clear the check box and start the Site later.

  27. Specify the Authentication method. The default method is GlobalSCAPE Secure FTP Server Authentication. GlobalSCAPE Authentication does not rely on outside sources for user information. All information in the authentication database is protected from the operating system, contained within the .aud file located in the Server installation folder, and encrypted, and can only be modified through the Administrator

  28. Click Next. The Authentication Options page appears.

  29. QS_WIZ_CreateNewSite2

  30. Provide the path at which to store the user database. Leave the default path unless you want to store the authentication database in a new location.

  31. In the User list refresh interval list, specify how often the Server should check the authentication database for new users (Never, every 5, 15, or 30 minutes, 1, 2, 6, or 12 hours, or once per day).

  32. Click Next. The final page of the wizard appears.

  33. QS_WIZ_CreateNewSite3

  34. In the Default FTP Root Folder area, specify a path to the root folder for the site.

  35. Select the Create standard subfolders check box to automatically create Bin, Pub, Usr and Incoming folders with appropriate permissions under the root folder. This is selected by default, but is only necessary if you are trying to mimic a typical default *nix Server setup.

  36. Select the Enable anonymous access to the server check box to create an anonymous account that does not require a password. The account will have limited permissions.

  37. Select the Auto assign home folders to site users check box to automatically create a user folder under \Site Root\Usr\ when a new user is added.

  38. Click Finish. If the root folder has not already been created, you are prompted to do so.

  39. QS_MSG_FolderDoesNotExist

  40. Click Yes. The folder is created and the Create New Site wizard closes.

  41. QS_AdministratorDefault

Secure FTP Server is now configured to allow FTP connections at the IP address and port that you specified.

Next Steps

Activate Add-On Modules

Setting Windows System Services

Configure SMTP Settings for E-Mail Notification

Configure Secure Remote Administration

Create and Configure Users and User Setting Levels