A Typical Evaluation Scenario

Pat is in charge of setting up FileXpress Gateway for a medical supply company that needs to exchange documents containing sensitive information with customers. Traveling company agents also need to access documents on servers within the corporate network. Because secure encryption and authentication are built into every FileXpress transfer, it is the ideal solution for ensuring the security of customer information. The company requirements include the following:

  • Each sales agent needs to be able to add new customers to the FileXpress system.
  • New customers should be notified by email that they have been given access to the system.
  • New customers (external users) must be able to set up their own passwords.
  • Customers should receive email with links to transfer sites where they can download and upload files.
  • After customer files are uploaded to the transfer site, these files need to be copied automatically to the correct internal servers for follow-up processing.
  • Each agent must receive a notification each time a customer uploads or downloads files.
  • Administrators need to delegate limited administrative rights that will allow traveling agents to add users and set up transfer sites.
  • Sales agents and administrators (internal users) should be able to access the FileXpress system from any location using their corporate credentials.
  • A complete audit log must be available with of record of all transfer activity.

Pat's evaluation would include the following procedures from this evaluation guide:

  1. Install the evaluation software.

    The procedure provided in this guide uses a simplified configuration with all services and transfer sites on a single server. Using this approach helps expedite preliminary testing.

  2. Perform initial system setup.

    These one-time procedures include enabling FileXpress connections in the Secure Shell proxy, configuring a connection to the email server, and confirming that Java is installed on client systems.

  3. Set up an initial test user, create a transfer site, and test a transfer.

    These initial tests will introduce Pat to the FileXpress Gateway user interface and confirm that the installation and initial setup was successful.

  4. Add a new external user using email registration.

    This test will help Pat confirm that new customers will be able to log in to the FileXpress Transfer Client using email self-registration.

  5. Configure email notifications to be sent when files are uploaded or downloaded.

    With this test, Pat will confirm that sales agents will receive emails to monitor their customers' file transfer activity.

  6. Configure a Post Transfer Action to copy uploaded files to a new location.

    Automatic Post Transfer Actions will move completed customer forms to the required server location for further processing.

  7. Use LDAP integration to provide internal users with access to the FileXpress system.

    Setting up LDAP integration will enable internal administrators and traveling agents to access the FileXpress system using their corporate Windows domain credentials.

  8. Set up delegated administration to enable agents to add customers and set up transfer sites.

    To set this up, Pat will add agents to the Transfer Site Administrators group. For simplicity, the procedure provided in this guide adds an external user who has been added to the FileXpress database. In practice, Pat will add internal users from the integrated LDAP database.

  9. Enable transfer auditing.

    When audit logging is enabled, the FileXpress Secure Shell Proxy will create a new log each day with complete information about all transfer activity.