Satellite Server Manual

Transcription

1 Satellite Server Manual for Macintosh and Windows Group Logic Inc Fax: Internet:

2 Copyright (C) Group Logic Incorporated. All rights reserved This manual, as well as the software described in it, is furnished under license and may only be used or copied in accordance with the terms of such license. The information in this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Group Logic Incorporated. Group Logic Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in this book. Printed in the USA. Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Group Logic Incorporated. The software described in this manual is covered by a license agreement which places restrictions on its export and import to specific countries. This License agreement is expressly made subject to any applicable laws, regulations, orders, or other restrictions on the export of the licensed products, software or information about such licensed products which are in effect or may be imposed from time to time. You shall not export or import the licensed products or information about the licensed products without complying with such laws, regulations, orders, or other restrictions. The licensed products may not be exported or reexported to Cuba, Libya, Iraq, Iran, Sudan, Syria, or North Korea. You agree to indemnify Group Logic, Incorporated, against all claims, losses, damages, liabilities, costs and expenses, including reasonable attorney fees, to the extent such claims arise out of any breach of this section. Adobe, the Adobe logo, and PostScript are trademarks of Adobe Systems Incorporated. All references to PostScript on the screen or in this manual are references either to the Adobe PostScript software or to the Adobe PostScript language. Apple, Finder, Macintosh, and Mac OS are registered trademarks of Apple Computer, Inc. Explorer, Internet Information Services, and Windows are registered trademarks of Microsoft, Inc. All other trademarks are the property of their respective owners. For defense agencies: Restricted Rights Legend. Use, reproduction or disclosure is subject to restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at For civilian agencies: Restricted Rights Legend. Use, reproduction or disclosure is subject to restrictions set forth in subparagraphs (a) through (d) of the commercial Computer Software Restricted Rights clause at and the limitations set forth in Group Logic s standard commercial agreement for this software. Unpublished rights are reserved under the copyright laws of the United States. For detailed license information related to included software, see the Related Licenses folder in the MassTransit installation directory. The Software contains open source computer programs the copyright to which is owned by MySQL AB, and which may not be used except pursuant to the licensed rights in the Software granted above to you or as otherwise expressly permitted by MySQL AB. MySQL is a trademark of MySQL AB and may not be used without express permission from MySQL AB. Copyright (C) MySQL AB. All rights reserved. This product includes software developed by the Apache Software Foundation ( Portions Copyright (C) The Apache Software Foundation. All rights reserved. This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit ( Portions Copyright (C) Eric Young (eay@cryptsoft.com). All rights reserved. Portions Copyright (C) The OpenSSL Project. All rights reserved. Portions written with the MacApp Application Framework. Copyright (C) Apple Computer, Inc. MacApp is a trademark of Apple Computer, Inc., registered in the United States and certain other countries. This product includes software developed by the Fusebox Corporation ( Copyright (C) The Fusebox Corporation. All rights reserved. This product includes software developed by the New Digital Group, Inc. Portions Copyright (C) New Digital Group, Inc. All rights reserved. This product includes software developed by Robert A. van Engelen. Portions created by gsoap are Copyright (C) Robert A. van Engelen, Genivia inc. All rights reserved. Portions Copyright (C) Jean-loup Gailly and Mark Adler.

3 Contents Introduction: Getting Started... 5 ABOUT MASSTRANSIT... 5 Features of MassTransit... 5 About job tickets... 6 MINIMUM REQUIREMENTS... 6 INSTALLING MASSTRANSIT... 6 GETTING HELP WITH MASSTRANSIT... 6 Web Help... 6 ABOUT THIS MANUAL... 7 Chapter One: Contacts... 8 NAVIGATING AROUND MASSTRANSIT... 8 VIEWING THE CONTACTS WINDOW... 8 MODIFYING THE SERVER CONTACTS WINDOW ENTRY... 9 ADDING AND EDITING ENTRIES IN THE CONTACTS WINDOW... 9 SETTING ACCESS PRIVILEGES SETTING UP USER MAILBOXES DELETING A CLIENT CONTACT Chapter Two: Communications SETTING UP COMMUNICATIONS Incoming and Outgoing Communications TCP/IP Connections TCP/IP TCP/IP Secure SETTING UP SECURITY Encrypting Exporting encryption Setting encryption levels Verifying the caller Using a MassTransit generated certificate Using your own Certificate Authority Using a Trusted Root Certificate Authority Obtaining a certificate from a Certificate Authority (CA) Setting up MassTransit to use a certificate Chapter Three: Transferring Files TRANSFERRING FILES Viewing the transfer of files SETTING UP TO SEND FILES Designating files to send Designating files to send by dragging to the Contacts window Designating files to send by dragging to a mailbox... 23

4 Designating files to send using the Files window Add Files button Designating files to send by dragging to the Files window To Send tab Converting Macintosh file names for Windows file names Removing a file s To Send status Adding a job ticket Sending files automatically Delay sending until you are ready Sending files manually Sending files manually from the Files window Sending files manually from the Contacts window Sending files passively CANCELLING A CONNECTION SETTING UP TO RECEIVE FILES Receiving files Receiving files automatically Retrieving files manually PROCESSING RECEIVED FILES Configuring a service Giving your Server privileges for remote processing How you and others use Output To folders Using aliases of Output To folders Naming Output To folders Creating Output To folders Processing files you receive from others Checking the processing of files Chapter Four: Tracking Job Information TRACKING FILES WITH THE FILES WINDOW Viewing a list of files to be sent TRACKING JOBS WITH THE LOG Displaying log entries Managing outdated log entries Chapter Five: Other Features PERFORMING ACTIONS Using notification Using scripts to perform Actions BACKING UP DATABASE FILES Appendix: Troubleshooting Index MassTransit Satellite Server Manual Page 4

5 Introduction: Getting Started Welcome to MassTransit. This introduction covers the following topics. About MassTransit Requirements How to install MassTransit Satellite Server ABOUT MASSTRANSIT MassTransit lets you transfer files from one location to another with a simple drag and drop. It also enables remote processing. MassTransit consists of two parts: the Satellite Server and the MassTransit Server you work with which can be either a Professional or an Enterprise Server. All Server versions let you perform the following tasks: Send files to and receive files from one another; use hot folders so others on your network can send files Specify whether one contact can receive files from or send files to the other Specify whether the remote contact can overwrite files of the same name on the receiving computer Track the status of incoming and outgoing files Carry out Actions to notify you when things happen Process files at the remote MassTransit Server In addition, if your server is an Enterprise Server, you can do the following. Forward files to contacts of your MassTransit Server Features of MassTransit Mass Transit has features that allow you to perform notification and action procedures, control the workflow process, and keep a record of all transfers. In addition, you can process files automatically at your MassTransit Server s site. You can set MassTransit to perform Actions when events occur during the transfer and processing of files. For example, you can have sent to you when you receive files from your MassTransit Server. In additon, you can set MassTransit to perform scripts. MassTransit keeps a log of all actions it performs. You can check the Log window to see if files were received or sent. The log lists errors that occurred so you can correct a problem. For example, if your MassTransit Server does not have enough room on the computer you re transferring a file to, the log gives the reason why the file is not transferred. You can call your MassTransit Server and transfer the file again when more space is made available to receive the file. You can process files at your MassTransit Server s site using multiple services the Server has configured. Services may include applications, scripts, drop folders, and printers. You can configure services of your own to process incoming files from your Server. You can monitor incoming files as they open and are processed as your MassTransit Server requested. You can control the processing order by putting selected jobs on hold and putting them at the beginning of the queue.

6 About job tickets Like the real-world paper version, the MassTransit job ticket provides a convenient and familiar way for you to communicate with your MassTransit Server. The Job Ticket window lets you enter name, address, shipping, and billing information, as well as instructions and details about the accompanying job. MINIMUM REQUIREMENTS INSTALLING MASSTRANSIT In order to use MassTransit, you need the correct resources. See the ReadMe file in the MassTransit installation directory for the latest requirements. Before you install MassTransit, make sure that you have installed any communications hardware necessary to transfer files to and from your MassTransit Server. Install the Satellite Server and place the CFG file provided by your MassTransit Server in the folder with the Satellite Server. The MTClient.cfg file allows your MassTransit Server to recognize you when you connect to transfer files. To install the MassTransit Satellite Server using the Installer, follow these steps. 1. Double click the MassTransit Satellite Server Installer. 2. Follow the on-screen instructions. When installation is complete, click Finish to close the installer. 3. Obtain the MtClient.cfg file from your MassTransit Server and place the file in the folder with MassTransit. GETTING HELP WITH MASSTRANSIT Web Help You can use this manual online by choosing Help from the Windows menu. Users with active maintenance contracts can call Group Logic at Monday through Friday, 8:00 am to 5:00 pm EST. You can visit our web site, for the latest technical information and releases. On the web site, Group Logic provides help on various information, scripts and resources. The Knowledge Base is available at Various MassTransit scripts can be downloaded from MassTransit Satellite Server Manual Page 6

7 For information about configuring MassTransit for use with web servers see the following Knowledge Base article and PDF: docid/123 ABOUT THIS MANUAL Pictures in this manual are from Macintosh or Windows screenshots of program interfaces. In cases where the information in the dialog box is identical in either Macintosh or Windows, one platform or the other is displayed. MassTransit Satellite Server Manual Page 7

8 Chapter One: Contacts The Satellite Server software allows you to transfer files to your MassTransit Server either a Professional or an Enterprise Server. Your Contacts window automatically contains the name Server as its first entry. In addition, if your MassTransit Server is an Enterprise Server, you can forward files to remote contacts who are in your MassTransit Enterprise Server s Contacts window. Navigating around MassTransit Viewing the Contacts window Adding users to the Contacts window Setting Access Privileges Setting Communications Methods Setting up User Mailboxes Deleting a contact NAVIGATING AROUND MASSTRANSIT The quickest way to open a MassTransit window is with the Navigation Bar. This bar includes buttons that represent the windows and dialog boxes you use to set up and monitor file transfers. Click a button on the bar to jump to that window or dialog box. The Navigation Bar appears when you start MassTransit for the first time. If you close the Navigation Bar, you can reopen it from the Windows menu or press Command Ø (Macintosh) or Control 1 (Windows). Use Contacts to modify your connection with your Server or, if you are working with an Enterprise server, to add forwarding contacts View the Status window to see what s happening in MassTransit if you are currently connected to others and receiving or transferring files, if you are waiting to receive calls, and if a file is being processed Use Files to see the files that are ready to be sent, files that you have already sent, and those that you have received, including those designated for automatic processing. You can target services and process received files Look at the log to see a list of all the actions MassTransit has taken; any problems are explained here Configure MassTransit to answer calls, choose services, and set up special features and notification with the Setup window VIEWING THE CONTACTS WINDOW MassTransit includes all the tools you need to maintain a Contacts window. In the Contacts window, your Server is listed when you first open the program. If your Server is a MassTransit Enterprise Server, you can add contacts to your list and send files to them to through your Server; the contacts must be listed in

9 the Enterprise Server s Contacts window. The Contacts window also provides information on the number of files received from, sent to, or waiting to send to each contact, as well as the date and status of your last connection with each contact. Your Server is listed in your Contacts window. Using the Contacts window Highlight the Server entry and click Connect to connect to the Server, click Files to see open the Files window for the Server, click Reveal Mailbox to show the server s mailbox in the Finder or Explorer, click Check Mailbox to have the file list updated. While a contact in your Contacts window is highlighted, information such as files received is not updated. Click Resume to update the information or close the Contacts window and reopen it. To sort the list of Contacts, click on a column title Name, Date, or Result. Click again to invert the column order. MODIFYING THE SERVER CONTACTS WINDOW ENTRY To modify settings for the Server, follow these steps. 1. In the Contacts window, select the Server name and click Edit, or double-click the Server s name. 2. Adjust any settings you want, then, click Save or OK to return to the Contacts window. You can change or modify contact information in the General tab, the outgoing calls communication method and the timing of automatic calls in the Communication tab (see page 27), mailbox and Output To folders in the Mailbox tab (see page 11), and privileges and authentication requirements in the Security tab (see page 10). 3. Click OK to close the Contact Information dialog box. ADDING AND EDITING ENTRIES IN THE CONTACTS WINDOW If your MassTransit Server is an Enterprise Server, you can add contacts that are also in the Contacts window of the Enterprise Server. In addition, you can remove contacts from the Contacts window by selecting the contact and clicking Delete. Follow these directions to add or edit a contact when your server is a MassTransit Enterprise Server. 1. In the Contacts window, click Add to add a new contact. The General tab of the Contact Information dialog box appears. MassTransit Satellite Server Manual Page 9

10 2. Type the contact s Name. You must type the name exactly as it appears in the Enterprise Server s Contacts window. 3. On the Contact Information tab, type the contact s information. The Outgoing calls method is Forward via; you cannot change it. Nor can you change the triggers for placing calls; the triggers you set for the Server apply to the contacts. 4. On the Mailbox tab, choose to use a default or custom mailbox and click Add Folder to add Print To, Output To, and Forward To folders. See the sections below on mailboxes (page 11) and Output To folders (page 31). 5. On the Security tab, check the privileges you want the user to have. See the section below for General Privileges. See page 17 for authentication and encryption. 6. Click Save or OK to close the Contact Information dialog box. The contact is added to the Contacts window. SETTING ACCESS PRIVILEGES For your Server and the contacts, if any, you can assign specific privileges, as explained here. 1. In the Contacts window, select the Server name, click Edit, or double-click the Server s name. Go to the Security tab. Accept Calls From Server allows the server to call you. Receive Files From Server allows the server to send files to you. MassTransit Satellite Server Manual Page 10

11 Send Files To Server automatically sends files designated for sending each time a connection is made. For more information, see Designating Files to Send on page 23. Allow Server To Replace Files automatically overwrites files of the same name in the server s Received folder during file transfer. If you don t want to overwrite files, you can use a timestamp folder (see below). Automatically Process Received Files starts processing files received from others for a service as soon as the transfer completes. See page 30 for information about setting up services. Replace Invalid Characters in File Names for Windows, permanently converts filenames from Macintosh computers that have invalid Windows characters (such as \ or?) by substituting dashes (-) for invalid characters. See page 25 for more information. If this option is not checked, the server does not accept files that have illegal characters in their names. Compress Files During Transfer compresses files for transfer. Use Timestamp Folder When Receiving (TCP/IP and TCP/IP Secure connections only) places files received from the server in a new folder for each transfer; the folder is named with the date and time. 2. For Privileges, make sure the Send Files To Server option is selected. 3. If you want to receive files from the MassTransit Server, select the Receive File From MassTransit User option. 4. Click Save, if necessary. SETTING UP USER MAILBOXES MassTransit creates a mailbox folder for each contact in your Contacts window. MassTransit uses this folder to store all the incoming files for that contact. Outgoing files may be stored elsewhere. Each mailbox folder includes four other folders: The Received folder, where MassTransit stores the files the user sends you The To Send folder, where you can drop files to be sent to your remote user as needed The Sent folder, where MassTransit moves files from the To Send folder after transmitting them Cannot Be Sent folder, where MassTransit moves files that cannot be sent. Three of these folders correspond to the tabs in the Files window: To Send, Sent, and Received. Use the Mailbox tab of the Contact Information dialog box to set up a mailbox. If you use the Default Mailbox option, MassTransit creates a user mailbox folder within the User Mailboxes folder in the MassTransit folder. The user mailbox folder has the same name that you entered for the contact. If you prefer, you can designate a different folder to use as the contact s mailbox folder. This custom mailbox folder can be located anywhere on your system or network and can have any name you want. However, you cannot select a folder previously assigned to another contact; each contact must have a unique mailbox folder. In addition, MassTransit creates the Received, Sent, To Send and Cannot Be Sent folders within the folder you select. If you change your mind later, you can always designate a different folder to act as the User mailbox. To set up a contact mailbox, follow these steps. 1. In the Contacts window, highlight the name of the Server and click Edit. Go to the Mailbox tab. If you are working with an Enterprise Server and have clients in your Contacts window, you can set up their mailboxes when you add them or you can edit them later. MassTransit Satellite Server Manual Page 11

12 2. For Mailbox Location, click Use Default Mailbox if you want the mailbox folder to appear within the User Mailboxes folder in the MassTransit folder and have the same name as the contact. To use another folder as the user mailbox, click Use Custom Mailbox and click Select. Locate and select the folder you want. Then click Open <folder name>. 3. To add Mailbox Output Folders, click Add Folder. You can create Output To and Print To folders in the remote user s To Send folder. Using these folders, you can print on a remote printer or a hot folder which is being watched by another application. The names of the folders must be identical to those of devices such as printers or hot folders that the remote user has defined. Remote users who can set up services are Professional Servers, Enterprise Servers, and Satellite Servers. See page 31 more information on Output To and Print To folders. 4. Click OK to close the Contacts window. If you previously clicked OK while the default mailbox option was selected and have changed to a custom mailbox, MassTransit asks where to put the old mailbox folder. You can delete the old mailbox folder and all its contents. Note If you are changing from a custom mailbox to a default mailbox, or changing from one custom mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its contents, you must do so manually using the Macintosh Finder or Windows Explorer. DELETING A CLIENT CONTACT You cannot delete the Server from your Contacts window. However, if you no longer need to communicate with a Client contact, you can remove that contact from the Contacts window. You can only add Client contacts if you are working with an Enterprise Server. To delete a Client contact, follow these steps. 1. In the Contacts window, select the contact s name. 2. Click Delete. When prompted, click Delete again. MassTransit asks you where to put the contact s mailbox folder. Click In Trash to delete the mailbox folder and all its contents or, on the Macintosh, click On Desktop to move the mailbox folder and all its contents to the desktop. MassTransit Satellite Server Manual Page 12

13 Chapter Two: Communications Before you can send files to your MassTransit Server, you must tell MassTransit what communications method and settings you are using to connect to that Server. The communications methods available include TCP/IP, and TCP/IP Secure. This chapter covers these topics. Setting up communications for your Server Setting up secure connections SETTING UP COMMUNICATIONS You can set up and edit communication methods for your Server. Those available are as follows. TCP/IP TCP/IP Secure If you are working with an Enterprise Server, you can have clients who use the Forward Via communication method and forward files through the Enterprise Server. You cannot change their communication method. Incoming and Outgoing Communications You set up a communication method to make outgoing calls to your Server from your Contacts window. Set up a communication method for incoming calls from the Setup window. You can configure the incoming communication method for receiving calls from your Server. Your Server may have configured the method for you. Follow these steps to configure your incoming communication method. 1. In the Setup window, select the Communication method. See the sections below for specific directions for your communication method. 2. Leave a check in the checkbox Answer Incoming Calls. If you remove the check, your Server is unable to call you. So, remove the check only when you want to initiate all calls to the Server. TCP/IP Connections MassTransit allows you to connect to your server through a TCP/IP network connection. You can use TCP/IP or you can set up secure connections using Secure Sockets Layer (SSL) by choosing TCP/IP Secure as the communication method. In Mac OS X, only the root user has access to ports below Because of this limitation, in order for MassTransit to listen on TCP/IP Secure ports, MassTransit previously needed to be run with root privileges. In order to avoid this requirement, xinetd can be used to redirect traffic from one

14 port to another. This allows MassTransit to be configured to listen on a port above 1024 but receive incoming traffic on a port below For more information, see the Group Logic Knowledge Base at: TCP/IP To set up TCP/IP communications, follow these steps. Incoming calls using TCP/IP Follow the steps below to configure TCP/IP to receive calls. 1. In the Setup window, select the Communications tab. 2. For Incoming Calls, choose TCP/IP from the Method menu. 3. If necessary, change the port to one which allows network traffic. MassTransit uses port 50,000 as the default. Make sure the firewalls on your computer and network allow traffic on port 50,000 or change MassTransit and servers it connects with to a different port. 4. Click OK, then click OK in the Setup window. You are ready to receive calls over TCP/IP. Outgoing calls using TCP/IP You must enter the IP address or MassTransit Server name of your MassTransit Server. 1. In the Setup window, select the Communications tab. 2. For Outgoing Calls, choose TCP/IP from the Method menu. 3. Type the IP address or MassTransit Server hostname of the MassTransit Server. 4. If necessary, change the port to one which allows network traffic. MassTransit uses the standard port as the default. If your network is protected by an Internet firewall, type the number for the port that allows network traffic. 5. Click OK, then click Save or OK in the Setup window. You are ready to place calls with TCP/IP. MassTransit Satellite Server Manual Page 14

15 TCP/IP Secure Your server may require you to set up secure TCP/IP communications. Using SSL, MassTransit can require calling parties to verify who they are before allowing a connection. To verify who a calling party is, SSL uses authentication in the form of certificates which are presented at the time MassTransit connects with another user. If a certificate is not valid, MassTransit does not allow a connection. See Setting Up Security starting on page 16 for detailed information on setting up security with SSL. Certificates MassTransit works with two types of certificates: 1) Self-generated by MassTransit itself (which is the default option), or 2) Certificates issued by a Certificate Authority (CA). Using self-generated certificates allows you to avoid paying fees and maintenance issues. However, no one verifies that the certificate owner is who they claim to be, and you may be susceptible to certain kinds of attacks that allow people to intercept your data. When you have a certificate, issued by a CA they verify the identity of the other party you are about to connect to. You can buy a certificate from one of the well known Certificate Authorities, such as VeriSign or Thawte, or you can become your own CA and issue certificates for all the MassTransit servers within your organization. Starting out The remote MassTransit server administrator may have chosen the TCP/IP Secure method of communication when generating your CFG file. If this is the case, your MassTransit Satellite Server software generates a certificate for you. If your server wants you to use a certificate issued by a CA instead, you must obtain a certificate from a CA and then, use your Setup dialog box to set up MassTransit to use your certificate. For directions on creating or obtaining certificates, see page 18. Incoming calls using TCP/IP Secure Follow these steps to configure TCP/IP Secure to receive calls. 1. In the Setup window, select the Communication tab. 2. For Incoming Calls, choose TCP/IP Secure from the Method menu. 3. If necessary, change the port to one which allows network traffic. MassTransit uses 443 as the default port for TCP/IP Secure. Normally, you should not change this value. However, if your network is protected by an Internet firewall, type the number for a port that allows incoming network traffic. Note Notify the person who will call you of the port number. They must call the port you have typed here. 4. Select a minimum level of encryption for incoming files. MassTransit uses the selected level as a minimum. If your server sets connection encryption to a higher level, MassTransit accepts the connection. If connection encryption is set to a level lower than your minimum, MassTransit refuses to connect. 5. Click OK, then click OK in the Setup window. You are ready to receive calls over TCP/IP Secure. MassTransit Satellite Server Manual Page 15

16 Outgoing calls using TCP/IP Secure If you are entering a contact in the Contacts window, you must enter the IP address or hostname of the contact you want to call. 1. In the Contacts window, add or edit a contact then go to the Outgoing Calls tab. 2. For Outgoing Calls, choose TCP/IP Secure from the Method menu. 4. Type the IP address or hostname of your server. 5. If necessary, change the port to one which allows incoming network traffic on the remote network. MassTransit uses port 443 as the default. Normally, you should not change the port number. However, if the network you are calling is protected by an Internet firewall, type the number for the remote port that allows incoming network traffic. 6. Type the server s common name. This must be the common name the server used when creating a certificate or obtaining a certificate from a Certificate Authority. See page 18 in this chapter. 7. Choose a level of encryptions from the menu. When you send files to your server, the files are encrypted to this level. Note: Make sure the level you choose is at or above the minimum level of encryption the server has set when configuring TCP/IP Secure as an Incoming Method in the Setup window. 8. Click OK. You are ready to place calls with TCP/IP Secure. Note If you have trouble connecting, make sure you have the correct IP address or hostname and the correct port number entered. SETTING UP SECURITY If you are sending files over a network, you can use security features of MassTransit to secure files from tampering or disclosure (encryption) and verify the contact with whom you are exchanging files (authentication). Security can be set up for TCP/IP connections. Keep in mind that these security features provide safety but may slow the transfer process when your server is handling many connections simultaneously. MassTransit uses Secure Sockets Layer (SSL) to provide secure connections for TCP/IP. SSL provides authentication of callers, data encryption and message integrity. These three features keep your data secure while it is travelling across the Internet, and in addition, authenticates the identify of both contacts in the connection. SSL is used widely for secure connections, for example, when web browsers connect to web sites for online shopping or financial institutions. MassTransit Satellite Server Manual Page 16

17 Encrypting Once you have set up MassTransit for secure connections, SSL works behind the scenes at the time a connection is requested. First, certificates are exchanged proving who each contact is for verification. Then, SSL checks to make sure the encryption level is agreed upon before exchanging files. This makes the connection secure. Everything sent over a network from MassTransit including passwords and files are vulnerable to others who may read the files or intercept and change or destroy the files. When you choose the TCP/IP Secure communication method, MassTransit encrypts all transfers before sending them over a network and requires encrypted incoming information. Exporting encryption Setting encryption levels MassTransit products fall under the category of retail encryption items eligible for License Exception ENC. This means that they can be exported, and reexported, to government and non- government endusers alike in any country except, at the time of writing, Libya, Sudan, Iraq, Iran, Cuba, Syria, and North Korea. In addition, they may not be exported, or reexported, to any person, or entity, engaged in the development or use of nuclear weapons, guided missiles or chemical and biological weapons. It does not matter that the software has no utility in such activities. Finally, the Commerce and Defense Departments maintain lists of denied persons and specially designated nationals with whom United States persons may not trade. These lists are maintained on the Web. Using SSL, MassTransit can encrypt files to one of three levels of strength. RC4-40, the lowest level of encryption; International transfers between or to other countries may be restricted to this level RC DES Transferring files Set a minimum encryption level for data received from your server; check with your server to see what encryption level must be used. MassTransit does not accept a connection encrypted to a lower level; a message is logged. For descriptions of setting encryption levels while configuring an incoming communication method, see page 17. Verifying the caller MassTransit uses SSL to provide a certificate to calling parties to verify who they are. In addition, the certificate provides a public/private key combination that allows files to be encrypted and decrypted. The certificate verifies that the user communicating with you is not an imposter. MassTransit works with two types of certificates: 1) Self-generated by MassTransit itself (which is the default option), or 2) Certificates issued by a Certificate Authority (CA) such as VeriSign or Thawte. Using self-generated certificates allows you to avoid paying fees and maintenance issues. However, no one verifies that the certificate owner is who they claim to be. When you have a certificate, issued by a CA, they verify the identity of the other party you are about to connect to. You can buy a certificate from one of the well known Certificate Authorities, such as VeriSign or Thawte, or you can become your own CA and issue certificates for all the MassTransit servers within your organization. When a secure connection is selected, MassTransit verifies the certificate presented by you and your server. When MassTransit provides your certificate to your remote MassTransit server, it contains your identity name and your public key. The remote MassTransit uses the public key contained in the certificate to encrypt files to be transferred. When you receive the encrypted file, MassTransit decrypts it using the private key. Since you are the only one who has the private key, you are the only one who can decrypt files. MassTransit Satellite Server Manual Page 17

18 Using a MassTransit generated certificate Using your own Certificate Authority Using a Trusted Root Certificate Authority Obtaining a certificate from a Certificate Authority (CA) When your server has selected the TCP/IP Secure communication method for you, MassTransit generates a certificate for you when you open it the first time. You can choose to use this MassTransit created certificate. This certificate includes public and private keys for encrypting files. Creating your own certificates allows you to avoid fees and maintenance issues. However, no one \verifies that the certificate owner is who they claim to be and you may be susceptible to some forms of attacks that break encryption called man-in-the-middle attacks. You can create your own certificate authority using the OpenSSL toolkit. Creating your own authority allows you to avoid paying fees. For more information and detailed instructions on how to create your own authority, go to the website Trusted Certificate Authorities (CA) verify that the information in a certificate accurately represents who it claims to represent. They charge to provide a certificate, usually by the year. Usually, you contact a CA at their web site and request a certificate. Two popular CAs issuing certificates are VeriSign and Thawte. You may look at their web sites for more information at and To set up MassTransit to use a trusted root Certificate Authority (CA), read these steps which provide an overview, then, see the next sections for detailed instruction. 1. Create a Certificate Signing Request (CSR) using the Certificate Generation program that comes with MassTransit. Do this before you request a certificate online. You paste this text into the request. 2. Obtain a certificate online by contacting the Trusted Root CA you wish to use and requesting a certificate. 3. The CA sends you the certificate which you make available to MassTransit. 4. Obtain certificates of the trusted root authority used by your server using TCP/IP Secure, if not already included in MassTransit. These certificates allow you to verify callers. MassTransit comes with many of these certificates. Others can be downloaded from the CAs web site. Generating a Certificate Signing Request Before setting up MassTransit to use a certificate, generate a Certificate Signing Request (CSR) to give to the Certificate Authority when asked. Later, when you request a certificate online, you copy and paste the text generated. To create a CSR, follow these steps. 1. Open the CSR Generator program located in the MassTransit: Security: CSR Generator folder. MassTransit Satellite Server Manual Page 18

19 2. Enter a pass phrase for the private key. You are asked to enter this pass phrase in MassTransit when setting up your certificate and later to authorize use of your private key. So keep the pass phrase in a safe place. Protect it from unauthorized use. 3. Type the remaining information. Give information about the following and press return to go to the next line: Your Country (use a two letter code; e.g.. US) Your State (do not abbreviate) Your Locality Your Organization name Your Organizational Unit Your Common Name (see note below) Your Address Note Remember the Common Name you type here. Your MassTransit Server types the exact Common Name you enter here for your Certificate. Matching the name is part of the authentication process when you connect. Later, you can see the Common Name by viewing your certificate. See Using a MassTransit generated Certificate on page Enter extra attributes, if you wish, including a challenge password and an optional company name. Press return. The CSR generator produces a file called mt_cert_req.pem to use when applying for a certificate. In addition, it produces a private key file name, mt_private_key.pem. This file is encrypted with the PEM pass phrase you typed at the beginning of the generating process. Protect this key from others. Getting the Certificate Go the CAs web site (for example, or and request a certificate. Depending on your provider, you may apply in a different way. 1. Generate a Certificate Signing Request as described in the previous section. 2. Request a certificate online from the CA of your choice. When requested, copy and paste the CSR or mt_cert_req.pem text from a text editor. Do not use a word-processing program which might add extraneous formatting. 3. The CA sends the certificate to you. The Certificate Authority sends you two files: a certificate file which contains a public key and a private key file. You may place the files in the MassTransit Security folder for ease in locating them when you set up MassTransit. Setting up MassTransit to use a certificate MassTransit uses the certificate to verify who you are when you connect. To set up certificate information, follow these steps. 1. In the Setup window, select the Security tab. MassTransit Satellite Server Manual Page 19

20 2. For SSL Certificate, select either Automatically generate SSL certificate or Use certificate issued by Certificate Authority. If you choose to have MassTransit generate the SSL certificate, MassTransit creates a private key, creates a certificate request, and then signs the certificate request creating the certificate. The pass phrase for the private key file is automatically generated. You can skip the remainder of the steps. Note This does not guarantee your identity to remote server. 3. If you choose to use a certificate issued by a certificate authority, either a trusted root Certificate Authority or your own certificate authority, click Choose to locate the private key file. This is the private key generated by the CSR program. See page 19 for information about creating the private key. 4. If you wish, check the Save pass phrase for private key, then type the pass phrase in the text box to the right. This saves the pass phrase on disk. If you do not save the pass phrase, you are prompted for it every time MassTransit starts. 5. Click Choose to locate the Certificate. This is the certificate you received from your CA. 6. If you wish, click View to view the Certificate. When you view the certificate, you see the Common Name assigned to the certificate. This Common Name is the name that must be specified by a server calling you in the TCP/IP Secure Outgoing Calls dialog. See page After finding out the names of the Certificate Authorities your remote server is using, check to make sure the Trusted Root Certificate Authorities certificates include these names. When you connect using a secure connection, MassTransit checks the remote server s certificate using a certificate provided for that purpose by the remote server s Certificate Authority. MassTransit comes with a number of the more common trusted root CAs. You may have to download a certificate from the remote server s CA website and import it into MassTransit if it is not included. MassTransit Satellite Server Manual Page 20

21 8. If the CA for your server s certificate is not on the Trusted Root Certificate Authorities list, click Import to import a certificate you have previously obtained either from a CAs web site or elsewhere. The CA is added to the list. 9. Highlight the certificate and click Remove if you no longer want the name on the list. The certificate is removed but is not deleted from your computer. 10. Click Save or OK when you have completed all tasks. MassTransit is ready to provide secure connections. MassTransit Satellite Server Manual Page 21

22 Chapter Three: Transferring Files MassTransit makes it easy to send to and receive files. You can send files to the MassTransit Server s computer, or even to an application or printer at the MassTransit Server s location. If you are working with an Enterprise Server, you can send files to clients in your Contacts window. And you can receive files. But first you ll have to make sure your MassTransit software has all the right settings. This chapter covers the following topics: Transferring files Sending files Receiving files Cancelling a connection TRANSFERRING FILES Viewing the transfer of files After setting up your communications method you can receive files from and send files to the MassTransit Server computer. First, set privileges in the Contacts window. To set up privileges for sending files, see Setting Access Privileges on page 10. You can watch the transfer of files on the Status window. To send files to others, you must designate one or more files for transmission and you and the server must set the necessary options and privileges. SETTING UP TO SEND FILES To set up to send files, follow these steps. 1. In the Contacts window, select a contact from the list and click Edit. 2. On the Security tab, make sure the Send Files To Server option is selected in your Contact Information dialog box. 3. Click Save, if necessary. To let others make a connection with you to send files, follow these steps. 1. In the Status window, make sure the communications method you are using is set to wait for incoming calls. 2. If the message Idle is displayed, click the communications method, and then click Start Listening. 3. Close the Status window.

23 Designating files to send Before you can send files, you must let MassTransit know which files you want to send. There are a number of ways to do this. Drag a file from the Macintosh Finder or the Windows Explorer onto the name of the contact in the Contacts window to whom you want to send the file. Use the Macintosh Finder or the Windows Explorer to drag files to the To Send folder (or its alias or shortcut) within the user mailbox folder this is useful if you use the mailbox folders as part of your normal file management scheme because it keeps the files in one easy-to-find location on your system. While displaying the To Send tab in the Files window, use the Add Files button to designate files to send this is useful if you prefer to manage files without using the user mailbox folder and it is handy if you want to send a file located on a network drive and you don t wish to copy it to the mailbox folder on your local system. Drag a file from the Macintosh Finder or the Windows Explorer into the Files window To Send tab. You may drag an alias or shortcut of a file or a folder. MassTransit sends the file or folder contents which may include other folders and files. Note The files you put in the To Send folder appear in the To Send list in the Files window. However, files you add to this list using the Add button do not appear in the To Send folder in the user mailbox folder in the Macintosh Finder or the Windows Explorer. After you have designated files to send to a contact, you may choose to have MassTransit send files automatically according to criteria you set up, or to manually connect to send files. When there are two or more files to send during a connection, MassTransit sends the smallest files first. The larger files are sent last. Designating files to send by dragging to the Contacts window Designating files to send by dragging to a mailbox Designating files to send using the Files window Add Files button To designate files to send using the Contacts window, use the Macintosh Finder or the Windows Explorer to drag files or files in folders (or their aliases or shortcuts) onto the name of the contact to whom you want to send the files. To designate files to send using a user s mailbox folder, from the Macintosh Finder or the Windows Explorer, drag files or files in folders (or their aliases) into the To Send folder in the mailbox folder for the user. Rather than dragging files into the To Send folder directly, you can make an alias of the folder and drag files there. To designate files to send using the Files window Add Files button, follow these steps. 1. In the Files window, select the To Send tab. In addition, you may open the Files window from the Contacts window by clicking the Files button. 2. Select a contact from the User Filter menu. 3. Click Add Files in the Files window. 4. Locate the file or files you want to send. Select one and click Add. Repeat for more files. Click Add All to send all files in the currently displayed folder. 5. If you decide that a file you added should not be sent to the contact, select it and click Remove. MassTransit Satellite Server Manual Page 23

24 6. Click Finish. Designating files to send by dragging to the Files window To Send tab To designate files to send using the To Send tab in the Files window use the Macintosh Finder or the Windows Explorer to drag files of files in folders into the To Send tab. 1. In the Files window, select the To Send tab. In addition, you may open the Files window from the Contacts window by clicking the Files button. 2. Select a contact from the User Filter menu. Note If you set the User Filter menu to All, you cannot drag a file onto the Files window. On Windows, select a contact. On the Macintosh, you are prompted to select a contact. See below. 3. Drag a file from the Macintosh Finder or the Windows Explorer into the To Send tab of the Files window. If the file will not stay in the To Send folder, it is in a format that MassTransit cannot send. In addition, on a Windows computer, if you have All selected in the User Filter, you get the universal no symbol and cannot drop the file. While a file in your Files window is highlighted, information is not updated. Click Resume to update the information or close the Files window and reopen it. 4. On the Macintosh, if you have one contact selected in the User filter menu, the file is added to the To Send list. If you have selected All contacts, the Select Users dialog box appears when you release the mouse. Highlight the name of the contact you want to send the file to. Press Shift and click to select multiple nonadjacent contacts. You can also press Command (Macintosh) and click to deselect an individual contact. To select all, press Command A (Macintosh). MassTransit Satellite Server Manual Page 24

25 5. Click OK. 6. To sort the list of files, click on a column title File Name, Size, or Submit Date. Click again to invert the column order. Converting Macintosh file names for Windows file names If you are using a Macintosh computer to send files to a Windows MassTransit Server a hard drive formatted for the FAT file system with either Windows 2000, Windows 2003 or Windows XP, you should create filenames which comply with the Windows naming rules. However, MassTransit for Windows recognizes filenames which are invalid and can change them into valid filenames if you check the privilege Replace Invalid Characters in File Names. This is true no matter which version of MassTransit for Macintosh you are using. An alternative is if you use Windows 2000, 2003, or XP with a hard drive formatted for NTFS. MassTransit can store the illegal characters on the hard drive. These can be used to maintain the illegal characters when they are on the Windows machine and, then, can be sent to Macintosh clients. Creating valid filenames To create filenames that are valid on a Windows computer, use any letters or numbers, but check for the validity of symbols. Windows filenames cannot end with a space or a period (.). To correct invalid file names from a Windows server, follow the steps above for changing Privileges and turn on Accept Invalid File Names. To have MassTransit reject files with invalid characters, turn this option off. Note: If you have one or more filenames that are similar except for invalid characters, substituting dashes in the filenames may result in identical filenames when the files are received on a Windows MassTransit Server. In this case, MassTransit only sends the first file. Your log and your MassTransit Server s log explain why the other files were not sent. Removing a file s To Send status To remove a file from the list of files waiting to be sent, follow these steps. 1. In the Files window, select the To Send tab. In addition, you may open the Files window from the Contacts window by clicking the Files button. MassTransit Satellite Server Manual Page 25

26 2. If you wish to narrow the list for easier selection, select a contact from the User Filter menu. 3. Select the file you no longer want to send in the Files window s To Send list. Press Shift and click to multiple nonadjacent files. You can also press Command (Macintosh) or Control (Windows) and click to deselect an individual file. To select all, press Command A (Macintosh) or Control A (Windows). 4. Click Remove. If the file you are removing is in the To Send folder, you are prompted whether to move the file to the Trash or to the Desktop. Select one of these or click Cancel. If the file you are removing was not in the To Send folder, clicking Remove takes it out of the list of files waiting to be sent, but the file itself remains in its original location. Adding a job ticket MassTransit includes an electronic job ticket that lets you and contacts send detailed information on transferred files. You can create a new job ticket for any file you plan to send. You add a job ticket to a file before sending it. To create a job ticket for a file, follow these steps. 1. Designate a file to send. See Designating Files to Send on page In the Files window, click the To Send tab. From the User Filter menu, select the contact to whose files you wish to add a Job Ticket. 3. Highlight a file and click the Job Ticket Add button. 4. If this is the first time you are creating a job ticket for a contact, fill out the job ticket entries that you want to appear on every job ticket. Choose Save. For example, you can list the contact s name and address. The next time you create a Job Ticket, the information you entered here appears automatically. 5. Fill out the remaining job ticket entries and click Save or OK. See the following sections for information about options. MassTransit Satellite Server Manual Page 26

27 Note On the Macintosh, using Actions and AppleScripts, you can add and fill out job tickets automatically. See Performing Actions on page 42. Sending files automatically You can automate sending files to each contact by setting transmission options or triggers. With these options, files designated for sending to a contact are transmitted at regular intervals, at specific times, or when the folder contains a designated number of files. See the steps on the next page. Your options are as follows. When Number of Files to Send Is <Number> starts sending files based on the number of files designated for sending. For more information, See Designating Files to Send on page 23. Every <Number> <Unit of Time> starts sending files at the regular intervals (minutes, hours, or days) you specify. If you use the Day(s) interval, MassTransit sends files at the same time on every designated day. The time of day is determined by the first time you send files. Every Day At <Time> starts sending files at the specific time you specify each day. If you select more than one of these criteria, MassTransit starts sending files as soon as any one of the criteria is fulfilled. You can set up a MassTransit Action which warns you when files are about to be sent and gives you an opportunity to make changes to the list. See page 40 for more information on actions. To transmit files automatically, the Server to whom you are sending files must set up MassTransit to accept files and receive calls from you. If the contact doesn t want to have his or her system waiting for calls constantly, it may be necessary to have the contact initiate the transmission. For more information, see Sending Files Passively on page 28. Any time you are connected to your server s system, the Status window shows the progress of transmissions. For information on cancelling a transmission in progress, see Cancelling a Connection on page 29. To set up to send files automatically, follow these steps. 1. Open the Contacts window. 2. Select the Server and click Edit. 3. On the Outgoing Calls tab, select preferences for when to send files in Automatically Place Files. To start sending based on the number of files in the To Send folder, select When Number of Files to Send Is and type the preferred number. To start sending at regular intervals, select the second option, type a number, and select the unit of time: Minute(s), Hour(s), or Day(s). To start sending files at a specific time each day, elect Every Day At and select a time from the menus. 4. If the system can t make a connection and you want MassTransit to automatically retry to establish the connection, use the After Errors, Retry in <Number> Minute(s) option to specify how long to wait between attempts. MassTransit Satellite Server Manual Page 27

28 Use the Retry <Number> time(s) before giving up option to specify the number of attempts to make. Type 0 if you don t want it to make more than one attempt to connect. Delay sending until you are ready You may want to delay the automatic sending of files for a few minutes. For example, you may set MassTransit to send files as soon as a single file is in the To Send folder. See above. If you are sending several files, MassTransit begins sending after the first one is in the folder. To avoid having MassTransit call while you are adding files, follow these steps. 1. In the Setup window, select the Outgoing Calls tab. 2. Place a check in the Wait checkbox and type a number of minutes. Remember, you need time to add files you want to send and attach job tickets also. Sending files manually Sending files manually from the Files window If you prefer, you can send files manually to your Server at any time. You can manually connect to your own Server only. However, if your Server is an Enterprise Server, all designated files are sent those going to the Server or those the Server is forwarding to other contacts. To send files manually using the Files window, follow these steps. 1. In the Files window, click the To Send tab. 2. In the User Filter menu, choose the Server or contact. If no files are listed, designate files to send. See Designating Files to Send on page Highlight the Server then click Connect. Sending files manually from the Contacts window To send files manually using the Contacts window, follow these steps. 1. Designate what files you want to send to a contact. See Designating Files to Send on page Open the Contacts window. 3. Highlight the Server then click Connect. The Status window shows the progress of the transmissions. For information on cancelling a transmission in progress, see Cancelling a Connection on page 29. Sending files passively Instead of waiting for calls, the server can initiate the transmission. To succeed in transferring files from your system to the server, your system must be set up to accept calls from the server, send files to the server, and answer incoming calls. For more information, see Setting Access Privileges on page 10, Setting up to Receive Files on page 29 and Setting Up Communications on page 13. In addition, your Server must be set up to receive files from you. MassTransit Satellite Server Manual Page 28

29 CANCELLING A CONNECTION Whenever your system is connected to the MassTransit Server system, you can terminate that connection at any time. This is useful, for example, if you realize you need to make changes to a file you are sending. When a transmission is interrupted, whether manually or by accident, any files that were successfully transmitted are no longer designated for sending. Files not completely transferred retain their to send status. Unless you or your MassTransit Server make any changes in settings, the remaining unsent files will be transmitted the next time a connection is made. For information on ways to designate files for sending, see Designating Files to Send on page 23. To cancel a connection, follow these steps. 1. Open the Status window. 2. Under Connection Status, click Disconnect. SETTING UP TO RECEIVE FILES You have two ways to receive files from the MassTransit Server system. You can configure MassTransit to wait for incoming calls from the MassTransit Server, or you can actively make a connection. First, MassTransit needs to know the communications hardware and settings used. If you have not already set up communications, follow the instructions in Setting up Communications on page 13. Second, you or a contact must have designated one or more files for transmission. If neither of you has any files designated for sending, no transfer takes place and MassTransit terminates the connection. Finally, whether any files are transmitted depends on the options and privileges you and the MassTransit Server have set for each other. For example, you must instruct MassTransit to listen for incoming calls in order for the MassTransit Server to connect to your system. Conversely, if you want to initiate the connection yourself, the MassTransit Server must be configured to listen for incoming calls from you. This section explains the options and privileges you assign to your MassTransit Server. To set up to receive files from your MassTransit Server, follow these steps. 1. In the Setup window, select the Communications tab. 2. For Incoming Calls, check the checkbox Answer Incoming Calls. If at some point you want your system to stop answering calls, return to this window and deselect the Answer Incoming Calls option. 3. For Privileges, select Receive Files from User. See page 10 for information about privileges. 4. If you want any incoming files to overwrite files of the same name in the Received folder of your mailbox folder, select Allow Server to Replace Files. For more information, see Setting up a User Mailboxes on page Click Save and close the Setup window. MassTransit Satellite Server Manual Page 29

30 Receiving files Receiving files automatically Retrieving files manually When a connection is made with your MassTransit Server, all files designated to be sent by you or your MassTransit Server, including contact files, are transferred. As you receive files, they are placed in the Received folder of the mailbox folder and listed in the Received tab of the Files window. You may want to control when you receive files from your MassTransit Server. You can ask your Server to configure MassTransit to transmit files to you at a specific time of day or at a specific interval. Then you would have to make sure MassTransit was ready to receive those calls at the specified days or times. You can manually initiate a connection and retrieve files whenever you want. If the MassTransit Server has designated files to send and each of you has set the proper privileges, all files designated for sending (by any party, either direction) will be transferred when you make the connection. To connect to the MassTransit Server manually, follow these steps. 1. In the Contacts window, select Server. 2. Click Connect. The Status window shows the progress of the transmissions. If no files are designated, the connection is closed. For information on cancelling a transmission in progress, see Cancelling a Connection on page 29. PROCESSING RECEIVED FILES Configuring a service Files the MassTransit Server sends to you using Output To or Print To folders are processed automatically on your computer using services you set up. To set up services start by configuring services and, then, give contacts privileges to use the services. To configure the services with which files can be processed, follow these steps. 1. In the Setup window, select the Services tab. 2. Click Add. 3. To find the Service you want to display on the Services list, use the Select service type menu. On the Macintosh, you have Drop folder and Applescript only. 4. Select an application, script, drop folder, or printer type. A dialog appears; the title reflects your choice. 5. Click Choose or Browse to locate the service. MassTransit Satellite Server Manual Page 30

31 6. To give the service a custom name, place a check in the Use Custom Name checkbox and type a name. It is advantageous to use a custom name; if you use a custom name when you configure a service, you can change the service, but use the original custom name. 7. Click OK to close the dialog box then click OK to close the New Service dialog box. The Service is listed in the Services Tab list of the Setup window. 8. Highlight a service and choose disable, delete, or configure as needed. 9. Click OK the Setup window when you are finished. Giving your Server privileges for remote processing After setting up services, give your Server the privileges to use those services. 1. Open the Contacts window. 2. Select your Server. 3. Select the Security tab. 4. Select the Automatically Process Received Files option and click Save. How you and others use Output To folders Using aliases of Output To folders Naming Output To folders Creating Output To folders You and your contacts place files in Output To drop folders that each creates in the To Send folders. You may call the folder Print To instead; the folder works the same with either name. Send any type of file using an Output To folder. When MassTransit sends files to a remote site using the Output To folder, they are processed automatically if the Allow Process Received Files option is turned on; see above. Otherwise, they are placed in the processing queue but not actually processed. Create an alias of the Output To folder and place it on the desktop of other computers on your network. Anyone can drag a file in the folder for delivery to the contact. Some printers require a PostScript file for printing. Custom naming of services is important when others are using Output To (or Print To) folders to send files to you. (1) You can reduce the length of a service s name so it fits in the 31 space limit for naming a folder. (2) It is not necessary to put the zone name after the service name when using a custom name. See the previous page. You can create Output To folders from the Macintosh finder or Windows Explorer or when you are entering or editing an entry in the Contacts window. From the Macintosh Finder or Windows Explorer To create an Output To folder, follow these steps. 1. In the Macintosh Finder or Internet Explorer, open the To Send folder of the contact. 2. Create a new folder. 3. Name the folder for the service you want to use; use the custom name if one has been assigned. MassTransit Satellite Server Manual Page 31

32 Capitalize Output (or Print ) and To. For example, if the name of the remote printer is Rainbow, name the folder as follows. Output To Rainbow If the Rainbow printer is in a zone, add the zone. Output To Rainbow@Marketing 4. Create additional Output To folders for other services. From the Contacts window You can create an Output To folder from the Contacts window when you add or edit an entry. 1. In the Contacts window, click Add to add a new contact to the list or highlight an existing use and click Edit to add Output To folders for that contact. Go to the Mailbox tab. 2. For Mailbox Output Folders, click Add Folder. The New Mailbox Folder dialog box appears. 4. Choose a Folder type: Print To, Output To, or Forward To. Type a name for the service you want to use; use the custom name if one has been assigned. 5. Click OK. The folder you created appears in the Mailbox Output Folders dialog box with a symbol to its left indicating the type of folder: Print To, Output To, or Forward To. When you save the Contact Information dialog box for that contact, MassTransit creates the folder in the contact s To Send mailbox folder and places the folder type name before the name you type. If you choose Print To and type Rainbow, MassTransit places a folder named Print To Rainbow in the contact s To Send mailbox folder. MassTransit Satellite Server Manual Page 32

33 Using Output To folders Drop files into the Print To, Output To folders. The next time you send files to the contact, MassTransit automatically directs them to the selected service. Only PostScript files can be processed by printer services. The files are moved to the Sent folder. The Output To folder remains in the To Send folder and can be used again. Drop files into a Forward To folder. The next time you send files to the contact, files in the Forward To folder are sent. Processing files you receive from others Before you can process a received file using an application, the application must be installed on the same computer as MassTransit. In addition, you must configure services for MassTransit. If you have not already set up the controls for these, see Configuring a Service on page 30. Remember that you can print or process only file types that are compatible with the application or printer that will receive them. To learn what file types are compatible with individual prepress applications, refer to the documentation for those applications. Automatically processing files You can set privileges so that when a contact sends you files, they are processed automatically. See Setting Access Privileges on page 10. Manually processing files To forward a file to an application, follow these steps. 1. Open the Files window. 2. From the Received tab, select the files you want to Forward To an application. Press Shift and click to select multiple nonadjacent files. You can also press Command (Macintosh) or Control (Windows) and click to deselect an individual file. To select all, press Command A (Macintosh) or Control A (Windows). 3. If the selected files show no services in the Requested Service column, or if they show a service other than the one you want to use for those files, select the desired service in the Services menu. Setting processing priorities for received files The Status column in the Received tab of Files window shows the order in which each file will be processed. However, you can manually set a different processing order. When you select a file that is designated to be processed or is being processed, the Remove button changes to a Hold button. To stop processing the file currently processing, select the file being processed and click Hold. The file is removed from the queue. To print a file before others, follow these steps. 1. In the Received tab of the Files window select the first file you want to send to the beginning of the list and click Process; the button says Output Next if a file is processing. Repeat to add each file to the top of the queue in the order desired. MassTransit Satellite Server Manual Page 33

34 Note When a file is processing, the Process button changes to Output Next. Clicking Output Next moves the selected file to the top of the queue after the processing of the current file is completed. To move a file to the top of the list even if one is being processed, put the file being processed on hold first. To change the priority of all files in the processing queue, follow these steps. 1. In the Received tab of the Files window select the first file in the list. Press Shift and click the last file in the list to select all files. 2. Click Hold to remove all files from the queue. 3. Add the files to the queue one at a time in the order desired. Checking the processing of files You can check the processing status of files and cancel the processing of a file with the Status window. 1. In the Status window, view the files being processed. The file being processed is listed and a progress indicator displays the amount of the file that has been processed. 2. Click Disconnect to stop processing of the file. The Received tab in Files window shows all files received from the MassTransit Server. You can sort the list, invert it, and change the order of processing of the received files. For more information see Tracking files with the Files window on page 35. MassTransit Satellite Server Manual Page 34

35 Chapter Four: Tracking Job Information MassTransit helps you keep track of each event and file received and sent through it. The Files window keeps running lists of files that you have received and sent to each contact. The Log window keeps a record of each event as you contact users, move files, and process them in applications. This chapter explains how to use this log through the following topics. Checking the status of jobs Displaying log entries Sorting log entries Managing outdated log entries Removing files from MassTransit TRACKING FILES WITH THE FILES WINDOW Viewing a list of files to be sent You can use the Files window to designate files for sending to your MassTransit Server. But this window has other functions, too. This section will show you how to view file lists and remove files from MassTransit. To process files, see page 30. The Files window lists all files that you have sent, received, or designated for sending. Moreover, this window shows you at a glance the size of the files and the date the files were sent or designated to be sent. You can also get information about a file by viewing its job ticket, if it has one. For information on viewing a job ticket, see page 26.

36 You can view a list of files designated to send, already sent, or received in the Files window. You can tab to these folders: To Send Lists files designated to send to the MassTransit Server Sent List files already sent to the MassTransit Server Received Lists files you have received from the MassTransit Server When a file is highlighted, you can see information about it, including its path. In addition, you can choose a service for it, remove the file from the list, click Job Ticket to view its job ticket and click Reveal in Finder to display the file in the Macintosh Finder or Windows Explorer. To sort the list of files, click on a column title File Name, Size, or Submit Date. Click again to invert the column order. Keeping long lists of files displayed in the Files window may slow down MassTransit as it opens. You should trim a lengthy list of files you ve sent and received. You can remove files using the Files window. Removing files from the Files window Whenever you remove a file from one of MassTransit s default locations for example, a received file in the Received folder or a file for sending in the To Send folder MassTransit asks you to decide whether the files should be deleted or moved to the Desktop. However, if you remove a file that is not in one of the default folders created by MassTransit, only its name is removed from the list; the file and its location remain unchanged. If you want to delete or move such a file, you must do so using the Finder or Explorer. If you want to remove only entries for files that have already been sent or for received files, you can have MassTransit remove those entries automatically. This automatic deletion does not affect entries for files that are waiting to be sent. Furthermore, automatic deletion does not affect the files themselves. To do that, you need to remove the file manually. To remove a file from MassTransit manually, follow these steps. 1. In the Files window, select the appropriate tab. 2. Select a file you want to remove. Press Shift and click to select multiple nonadjacent entries. You can also press Command (Macintosh) or Control (Windows) and click to deselect an individual entry. To select all, press Command A (Macintosh) or Control A (Windows). 3. Click Remove. If the file you are removing is in the normal default mailbox folder, MassTransit asks whether to move the file to the Trash or to the Desktop. Select one of these or click Cancel. If the file you are removing is not in its normal default location, clicking Remove eliminates the item from the list, but the file itself remains in its current location. To remove file entries automatically, follow these steps. 1. In the Setup window, select the Special tab. MassTransit Satellite Server Manual Page 36

37 2. For Log and File Handling, select Clear File Entries Older Than <Number> Days and type a value for days. 3. Click OK or Save. TRACKING JOBS WITH THE LOG Each communication and file transfer event in MassTransit is noted in the Log window. The log records the nature of the event, the time and date, and the contact with whom the event is associated. In addition, the log notes the type of each event and ranks it according to one of the following three severity levels. Info, a message noting significant events in MassTransit Warning, a message noting problems that have arisen or may arise due to current system settings Error, a message logging problems beyond the control of MassTransit In addition to the levels listed above, the log a number of message types the most common of which are listed below. Connect, indicating the remote MassTransit and contact systems successfully initiated a connection Transfer, indicating a file was copied from one system to another Error, indicating a problem that does not fall into any of the other categories Output, indicating a file is being processed by a service Summary, giving a summary of files transferred and their size for the preceding transfer Displaying log entries You can change the way the log is displayed. When you first open the Log window, entries are displayed for all contacts and columns are ordered chronologically with the most recent entry first. There are occasions when it may be more helpful to order the log entries another way. For example, you might want to see all log entries associated with a particular contact. Or, when troubleshooting, you may want to view entries by their level (Info, Warning, or Error) or log message. To display log entries differently, follow these steps. 1. In the Log window, click the Time column heading to invert the order. 2. Change the size of a column by positioning the arrow over the line separating the titles in the title bar. Drag to widen or narrow a column. 3. Under Filters, choose from the three menus which items you wish to display. From the Who menu, select the server. MassTransit Satellite Server Manual Page 37

38 From the Severity menu, choose the severity level of items you want to display. From the Type menu, select the Type of information you want to display 4. While an entry in your Log is highlighted, information is not updated. Click Resume to update the information or close the Log and reopen it. Managing outdated log entries Because the Log window records all significant MassTransit events, the list can become long and unwieldy. A long log list may slow MassTransit down. You can remove log entries that no longer have any relevance to you. You can either delete selected entries manually or set MassTransit to remove entries automatically once they reach a certain age. You can also remove entries using AppleScripts. The MassTransit Satellite Server is limited to 32,000 log entries. Entries are purged daily beyond this number. You can set up a script which warns you before the log is purged and delete records of your choosing before the purge takes place. To remove log entries manually, follow these steps. 1. In the Log window, view the Maintenance area. 2. Select the log entry or entries you want to remove and click Remove Selected Entries. Press Shift and click to select multiple nonadjacent entries. You can also press Command (Macintosh) or Control (Windows) and click to deselect an individual entry. To select all, press Command A (Macintosh) or Control A (Windows). MassTransit Satellite Server Manual Page 38

39 To remove log entries automatically, follow these steps. 1. In the Setup window, select the Special tab. 2. For Log and File Handling, select Clear Log Entries Older Than <Number> Days and type an age in days. Then click Save or OK. MassTransit Satellite Server Manual Page 39

40 Chapter Five: Other Features MassTransit has a number of features which allow you to do other tasks. This chapter covers these features. Performing Actions: notification and scripts Backing up MassTransit storage files PERFORMING ACTIONS You can set MassTransit to take actions during the transfer process. Actions include sending and producing a sound. 1. In the Setup window, select the Actions tab. 2. Click Add to add an action.

41 Using Windows, you can choose one of the following notification ( ); type a message of 255 characters or less sound ( ); choose a sound from the menu a script ( ); click Choose to locate a script On a Macintosh, you can choose one of the following. notification ( ); type a message of 255 characters or less sound ( ); choose a sound from the menu an AppleScript ( ); click Choose and locate the script 3. Enter a name for the action. 4. From the When menu, choose when you want to trigger the action. 5. For Who, select either All or a single contact. 6. From the Add buttons, choose an action to take. You can add as many tasks as you wish for each action. When you click an Add button, a dialog appears which allows you to define the action. The dialog is named for the button you clicked. 7. Highlight an action in the Setup window and click the Disable, Duplicate, Configure and Delete buttons as needed. 8. Click Save or OK to close the Setup window. The Action is added to the Actions tab. Using notification When you choose to set up an action, you see the Configure Action dialog. MassTransit Satellite Server Manual Page 41

42 You may add multiple recipients by separating addresses with a semi-colon. You may send notifications using the address entered into the address book for the contact associated with the triggering event. allow greater runtime control of messages than normal You can execute a script while creating the on the Macintosh. For example, an action script can be specified which when executed triggers the building of the body text of the message. You can use tokens in subject lines and body text. These tokens are replaced with live text when the is generated. Supported tokens include contact name, contact address, date, time, and file transfer information such as number of files, length of transfer, and size of transfer. Using scripts to perform Actions You can use scripts that come with MassTransit or create your own to perform Actions. You can find scripts with the Choose button or, on the Macintosh, you can drag scripts onto the Choose AppleScripts dialog. Various MassTransit scripts can be downloaded from masstransit/scripts. On the Macintosh, you can display the MassTransit AppleScript Dictionary which explains all of the available scripting functions. BACKING UP DATABASE FILES Database files are created in the Databases Folder as you send and receive files. You should back up this folder and store the backups in a safe place. Note You must quit MassTransit before you copy the contents of the Databases Folder. When MassTransit is running, files you copy may be incomplete causing problems should you use these copies. MassTransit Satellite Server Manual Page 42