EFT™ Essentials Course

For Customers Requiring Administrator-Level Knowledge Level

Administrators and power users that are responsible for EFT and must interact with end-users and internal processors would benefit from this course. The EFT Essentials Course provides high-level information for everyday administrative guidelines, user account control, and end-user web and non-web clients for file exchanges.

Objectives

After completing this course, you will understand:

• Basic administration, configuration, and monitoring of EFT
• User account administration
• Using EFT admin console
• Virtual File System (VFS) permissions
• Authentication and protocols configuration
• How and why to create virtual directories
• Using EFT clients
• Monitoring the EFT systemEFT clients

Agenda

Module 1: Introduction to EFT

• File Transfer Technologies
• MFT technologies
• File transfer capabilities
• Automation
• Deployment scenarios
• EFT modules
• Features
• Purpose of EFT
• Architecture
• IPv6
• Virtual machines
• Unicode
• IDN

Module 2: Managing Connections to EFT

• Protocols
• FTPS
• PASV port range
• SFTP
• HTTPS
• FIPS
• UTF-8
• Monitor inbound/outbound transfers in real time
• Configuring Site security
• File transfer reporting

Module 3: User Account Management 

• EFT accounts
• Settings Templates
• Security settings
• Permission Groups
• Set limits

Module 4: Using Web Transfer Client

• Exchange files using EFT over HTTP or HTTPS using a Web browser
• Sharing data using Workspaces
• Sending files securely (web & outlook add-in)

Module 5: Web-Based File Sharing

• Introduction
• Accessing WTC
• Password reset
• File management and filtering
• Generate logs

Module 6: Sharing Files and Folders

• Introduction to Workspaces
• Workspaces
• Invitations
• Notifications
• Permissions
• Transactional Workspaces
• Activity Reports
• Email interface
• Drop-off portal

Module 7: Sending files using Outlook Add-In

• Configuration EFT Outlook Add-In
• Sending files
• Mail profiles with multiple accounts
• Activity reports

Module 8: Desktop Clients

• Transferring files using CuteFTP
• Transferring files using scClient

Module 9: Mobile Transfer Client

• Introduction to Mobile Transfer Client
• Transferring files with MTC