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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 before installing the SAT module, and make note of the EFT 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:

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

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

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

    • 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 .NET is registered with IIS. The easiest way to do this is to install IIS before .NET is installed. Otherwise, you can register .NET by running the ASP.NET Registration Tool.

    3. If you are installing SAT with IIS7, configure IIS using the instructions in BEFORE Installing the SAT Module with IIS7 or Configuring SAT on Windows 2012 with IIS8 depending on your system configuration.

To install Secure Ad Hoc Transfer

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

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

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

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

  5. If an IIS error message appears, ensure that IIS is configured per the instructions in BEFORE Installing the SAT Module with IIS7 or Configuring SAT on Windows 2012 with IIS8.

  6. Click Next. The Welcome page appears.

  7. Click Next. The Requirements Information page appears.

  8. 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.

  9. 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.

  10. 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.

  11. 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.

  12. Click Next. The Configure IIS page appears.

  13. 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.

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

  15. Provide the EFT Address, Administrator Port (1100 by default), and EFT Administrator Username and Administrator Password, then click Next. The Site name page appears.

    EFT Site Configuration Parameters

  16. If you have more than one Site defined in EFT, click the down arrow to specify the EFT 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.

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

  18. Provide the External Domain Name for EFT. This is the external server address used to access EFT. 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.

  19. Click Next. The SMTP Mail Server Parameters page appears:

  20. 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.

  21. 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.

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

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

  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.

  26. A prompt appears indicating that installation is complete. Click OK.

  27. If you selected the Launch Administration Page check box, the default browser appears and connects to the SAT administration General Settings page. In most cases, SAT does not require any further configuration. Refer to Configuring SAT for details of  using Active Directory with SAT, customizing the Send Mail page, and other advanced configuration.

    • Desktop shortcuts for the SAT administration interface and the Send Mail page are created on the Desktop.

Next Steps after installation:

A few additional steps may be necessary:

  • Click the Secure Ad Hoc Send Page shortcut or the Send Mail Page link in the administration interface. If Java is not installed, a message appears that "Java™ was not detected." Click Download to go to the Java download page and install the correct version of the Java JRE. Each computer that accesses this page and does not have the correct version of Java installed will display a prompt to download the JRE.

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

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