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Transfer CFT Version 3.3.2 28 July 2020 Installation Guide

Unix

Copyright © 2018 Axway

All rights reserved.

This documentation describes the following Axway AMPLIFY software:

Transfer CFT 3.3.2

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Axway shall not be liable for any loss or damage of any associated with your use of third-party content. Contents

Preface 1 About Transfer CFT 1 Installation guide outline 1 should read this guide 2 Transfer CFT documentation set 2 Support services 2

Accessibility 3 Accessibility features of the documentation 3 Screen reader support 3 Support for high contrast and accessible use of colors 3

1 Prerequisites 5 Overview 5 License keys 5 End User License Agreement 6 Check your authorization 6 System requirements 7 Supported operating systems and browsers 7 Disk space and RAM requirements 7 Java 7 Installer screen resolution 7 GUI mode requirement 8 UNIX specific requirements 8 Using installer on HP-UX 11i 9 Customize the kernel 10 About kernel customization 10 Why customize the kernel? 11 HP-UX: Customize the kernel 12 : Customize the kernel 13 Solaris: Customize the kernel 15 Default ports 17 Certificates 18 Shared prerequisites 18 Standalone installation 18 Active/passive cluster 18 Active/active cluster 18

Transfer CFT 3.3.2 Installation Guide 3 2 Install 20 Before you start 20 Installation package contents 20 Installation functions 20 Installation modes 20 Installed directories 21 System language setting 21 Start the installation 21 Cluster mode screens 26 Auto import (for migration) 27 Multi-node options 28 Governance options 30 Connector options 30 Cluster installations 32 Silent mode installation 37 Active/active installation 41 Commands 41 Troubleshooting 42 Shared file system prerequisites 42 Install active/passive - Unix 48 Prerequisites 48 Install 49 Shared file system prerequisites 50 Installer functions 55 Installer functions 55 JRE customization 58

3 Post installation 61 Verify your installation 61 Installed directories 61 Register with Central Governance 61 Start Copilot 61 Verify the Transfer CFT registration with Central Governance 61 Log in to Central Governance 61 Start Transfer CFT server 62 View log using Central Governance 62

4 Update, upgrade, or migrate 63 Start here: Upgrade, update, and migration 63 Updates versus upgrade or migrate 63 Update or upgrade using Central Governance 65 Important information 65 Determine the installer and product versions 65 Update Transfer CFT 67

Transfer CFT 3.3.2 Installation Guide 4 Download the update file 67 Check product details 67 Impacted directories when updating a product 67 Use Central Governance for updates 67 Install a standard update 68 Uninstall an update 68 Install patches and service packs in a multi-node, multiple host environment 69 Upgrade Transfer CFT 70 About upgrades 70 Before you start 70 Use Central Governance to upgrade Transfer CFT 70 Upgrade Transfer CFT 2.6.4 to 3.3.2 71 Upgrade Transfer CFT 2.7.1 to 3.3.2 74 Upgrade Transfer CFT 3.0.1 to 3.3.2 77 Upgrade Transfer CFT 3.1.x to 3.3.2 79 Upgrade Transfer CFT 3.2.x to 3.3.2 80 Post upgrade 81 Upgrade a Transfer CFT multi-node installation 82 Before you start 82 Upgrade Transfer CFT 3.0.1 multi-node to 3.3.2 83 Upgrade Transfer CFT 3.1.3 or 3.2.4 multi-node to 3.3.2 85 Managing multi-node 87 Post upgrade 88 Check the new version 88 Uninstall an upgrade pack 88 How to free disk space from service packs 88 Use the purge command 88 Perform a standard migration 89 Migration prerequisites 89 Install and auto import 90 Migrating from Transfer CFT 2.3.2 to 3.3.2 94 Migrating from Transfer CFT 2.4 to 3.3.2 97 Migrate from Transfer CFT 2.5 or 2.6 to 3.3.2 101 Migrating Transfer CFT 2.6.4 SP2 or 2.7 to 3.3.2 104 Migrating Transfer CFT 3.0.1 or 3.1.x to 3.3.2 106 Migrating Transfer CFT 3.2.x to 3.3.2 110 Activate Central Governance connectivity 116 Overview 116 Automatically activate connectivity 116 Manually activate connectivity 117 Connect to a different Central Governance system 120 Use former configuration objects 120 View managed features 120 Post-migration procedure 122

Transfer CFT 3.3.2 Installation Guide 5 Post manual migration or auto import 122 Post-manual migration only 122 Post upgrade 123

5 Uninstall 124

6 Troubleshooting 126 Troubleshoot installation and registration 126 Copilot server issues 126 Central Governance 126 Transfer CFT server 127 Apply a license key 127 Obtain a license key 128 Apply a license key 128 About command 129 Support tools /contact Support 129 Accessing the Axway Support site 129 Using cft_support 130 UNIX: Core dump recommendations 131

7 Unix operations 132 Running Transfer CFT for the first time UNIX 132 Set the environment 132 Start and stop commands 133 Start or stop via a user interface 134 Automatic Transfer CFT start on system start up 134 Configure services 139 Running CFTUTIL 141 Declaring additional users 142 Connecting to the Copilot server - UNIX 145 Using system users UNIX 147 Switching procedure 150 Processing accounting files 152 Suffix management 154 Transfer CFT temporary files 155 Client/server variable additions 158 Transfer CFT user interface 158 UNIX-specific unified configuration options 159 Define additional environment variables 161 About Transfer CFT utilities 162 Overview 162 Management utilities 164 Transfer CFT control utilities 169 System utilities 174

Transfer CFT 3.3.2 Installation Guide 6 About API applications 177 Development kit contents 178 Creating an API application 178 Creating an exit file 179 Creating a directory exit 181 Creating an accounting exit 183 UNIX High Availability 184 About AIX and IBM HACMP 184 About Solaris Sun cluster 188 Specific Transfer CFT configurations 200 Deployment packages 204 Create a product deployment package 204 Install a template Transfer CFT 204 Generate the Express Package 205 Customize the Express Package 206 Install the Express Package 207 Limitations 208

Transfer CFT 3.3.2 Installation Guide 7 Preface

This documentation provides information to aide you in installing, updating, upgrading, or migrating Transfer CFT.

About Transfer CFT Transfer CFT is the file transfer component in the Axway Managed File Transfer solution, and provides a multi-platform, high-volume, file and message transfer service. This documentation explains how to install, configure, and manage Transfer CFT.

Using version 3.1.x or higher, you can configure Transfer CFT and manage flows using Axway Central Governance. Central Governance simplifies Transfer CFT usage, and provides services such as identity and access management, certificate management, monitoring, alerting, and a web dashboard.

For more information on Axway products, visit www.axway.com.

Installation guide outline This guide explains how to perform a full installation of Transfer CFT. It also describes how to:

Prepare and plan your installation – Describes what you should plan for deploying and configuring your system architecture, installing any prerequisite software, and configuring other components.

Install – Describes how to perform a complete install as well as apply a service pack.

Post installation – Provides instructions on how to check if the installation was successful and set up Transfer CFT. Additionally it describes any tasks to perform before the administrator can log on to the product for initial configuration.

Upgrade – Involves a change in product version and the replacement of binary artifacts; may also require configuration change.

Migrate– Involves a change in product versions, such as from 2.7.1 to 3.3.2. As part of this process, the existing configuration may need to be modified or updated to be compatible with the new version. For example, you may need to modify configuration files or the internal datafile schema. Because migration can be a complex process, organizations typically set up a migration project to study the new features and determine the impact on the existing configuration, and to plan for the changes across the various environments.

Uninstall – Describes how you can uninstall Transfer CFT.

Transfer CFT 3.3.2 Installation Guide 1 Preface

ExpressPackage - Describes how to create a product package that you can deploy to multiple remote sites.

Troubleshoot the installation or registration process – Describes the different types of troubleshooting errors you can encounter during installation, upgrade and post-installation.

Who should read this guide This guide is intended for enterprise personnel involved in installing software and Axway Professional Services personnel. Familiarity with AMPLIFY products is recommended.

This guide presumes you have knowledge of:

l Your company’s business processes and practices

l Your company’s hardware, software, and IT policies

l The Internet, including use of a browser

Others who may find parts of this guide useful include network or systems administrators and other technical or business users.

Transfer CFT documentation set Transfer CFT provides a complete set of documentation, covering all aspects of using the product. These documents include the following:

l Transfer CFT 3.3.2 Release Notes

l Transfer CFT 3.3.2 User Guide (HTML)

l Transfer CFT 3.3.2 Local Administration User Guide

l AMPLIFY Supported Platforms Guide

l AMPLIFY Interoperability Matrix

Support services The Axway Global Support team provides worldwide 24 x 7 support, subject to validation of your license agreement. Email [email protected] or, for your local support telephone number, visit support.axway.com and click Contact Axway Support.

Transfer CFT 3.3.2 Installation Guide 2 Accessibility

At Axway, we strive to create accessible products and documentation for all of our users.

This section describes the accessibility features of the documentation.

Accessibility features of the documentation The product documentation provides the following accessibility features:

l Screen reader support

l Support for high contrast and accessible use of colors

Screen reader support

l Alternative text is provided for images whenever necessary.

l The PDF documents are tagged to provide a logical reading order.

Support for high contrast and accessible use of colors

l The documentation can be used in high-contrast mode.

l There is sufficient contrast between the text and the background color.

Transfer CFT 3.3.2 Installation Guide 3 Accessibility

4 Installation Guide Transfer CFT 3.3.2 Prerequisites 1

Overview Axway products are delivered electronically from Sphere, the Axway support website. A welcome letter notifies you that your products are ready for download.

To install you will perform the following tasks:

1. Check your license key and authorization. 2. Check the hardware and system requirements. 3. Download product. 4. Install products.

License keys Before installing or upgrading, make sure you have obtained a license for Transfer CFT. Check that the license key is correct for the features and operating system you intend to install. It is not mandatory to enter the license key during the Transfer CFT installation, but you do require a key to start the product.

For information on applying a license key post installation, or if you have a problem with your license key, refer to the appropriate Troubleshooting topic. Depending on your OS, see:

l Windows: Applying license key

l UNIX: Applying a license key

l z/OS Applying a license key

l IBM i Applying a license key

Multi-node license keys Transfer CFT in a multi-node architecture requires:

l One key per node, and if there is more than one host you require at least one valid key per host

l Each key must have the cluster option

As of Transfer CFT 3.3.2 SP2, you can use a single key for a multi-node installation. To use a single key for multiple hosts, either:

Transfer CFT 3.3.2 Installation Guide 5 1 Prerequisites

l The hostname must not be defined for the key, or

l The hostname defined for the key matches the hostname of one of the hosts that composes the multi-node instance

Additionally, the key must have the cluster option.

Example

If you have 2 hosts and 4 nodes, you require 4 keys with at least one key per host. Possible key combinations could be:

l 2 keys that are configured to reference the first host, and the 2 other keys configured to reference to the second host

l 3 keys that are configured to reference the first host, and 1 that is configured to reference to the second host

Transfer CFT in a multi-node architecture requires a shared file system for use of a multi-node architecture on several hosts (active/active). Additionally, the system must be configured prior to the multi-node installation, and the shared disk ready when starting the Copilot server.

l Windows only: You must map the shared disk to a drive letter. Windows UNC is not supported.

l Windows only: The Copilot Service Mode cannot be started as the LocalSystem account.

l Windows only: If you are running Copilot in Service Mode, you must set up a dependency with the shared disk's service for multi-node.

End User License Agreement You should read and accept the End User License Agreement (EULA) prior to installing Transfer CFT. The EULA file is in the directory where you decompressed the Transfer CFT package.

Check your authorization Verify that you can access Axway support at support.axway.com and log in. If you do not have an account, follow the instructions in your welcome letter.

Log in to download or access:

l The product installation package

l Your product license key

l Product documentation

l Product updates, including patches and service packs

l Product announcements

l Axway Supported Platforms Guide

l The case center, to open a new case or to track opened cases

Transfer CFT 3.3.2 Installation Guide 6 1 Prerequisites

System requirements The following are the system requirements for Transfer CFT.

Supported operating systems and browsers Refer to the Axway Supported Platforms Guide for more information.

Disk space and RAM requirements Transfer CFT has the following hardware requirements:

l Disk space requirement

o 1.5 to 5 Gigabyte: minimum disk space to allow for future updates, SPs, and continued performance

l RAM Requirement

o 128 Megabyte: minimum dedicated per host

Java The Transfer CFT Copilot client is based on Java technology. To avoid compatibility issues Axway provides the correct JRE, which is installed during the product installation in the /java//jreX directory, where jreX represents the Java version.

Clients that connect to Copilot require Java 8. If you intend to implement EBICS (UNIX/Windows) or Secure Relay you also require Java 8.

Java 8 is delivered with the product, with the following exceptions:

l Java 7: linux-s390-32, linux-s390-64, sun-sparc-32, sun-x86-32

l Java 6: hpux-parisc-32, hpux-parisc-64, linux-ia64-64

Secure Relay Java installation directory prerequisite

When using Secure Relay, Java must be installed in the same environment as the Transfer CFT installation. The Master Agent is thus managed, while the Router Agent can be in another environment.

Installer screen resolution When the Installer is run in GUI mode, a resolution of at least 800 x 600 is required.

Transfer CFT 3.3.2 Installation Guide 7 1 Prerequisites

GUI mode requirement UNIX only

GUI mode is supported on Windows, UNIX, and Linux. However, to use on UNIX platforms, the installer requires an X-Window environment. To use an X-Window distributed environment on Unix, you must export the DISPLAY : export DISPLAY=myhost.mydomain:0.0

UNIX specific requirements UNIX users are required to have Korn Shell (ksh) installed on all UNIX machines.

UNIX user for starting the products For Transfer CFT you can use any user to install and start the product except the user root , which is forbidden. Make sure the user has the standard read and write permissions on the installation directory.

Umask information The various processes create files during the runtime execution. To ensure that these files are properly used by all the processes, you must make sure that the user has all the rights on the created files. Use the command, umask -S u=rwx.

Depending on your information system architecture and whether or not you need to share files with other products, you can grant rights on these files to users from group or others. For this option use the command, umask -S go=rx.

Red Hat 6 platform Axway Installer supports installation on a Red Hat 6 platform however:

l On a 64-bit Linux operating system, the installer starts with the 64-bit JRE by default. If it cannot find the 64-bit JRE it will look for the 32-bit JRE.

l If you want your installation to start smoothly on a Red Hat 6 operating system you must make sure you have the following packages installed on your system because they may not have been installed by default.

o glibc.i686

o nss-softokn-freebl.i686

HP-UX requirements For HP-UX ia64 and HP-UX PA-RISC

Transfer CFT 3.3.2 Installation Guide 8 1 Prerequisites

HP-UX Password Hashing Infrastructure, PHI, enables the use of SHA512-based algorithms for user password hashes (rather than DES). This package is required for Transfer CFT, as it is more secure and provides a new function, crypt2(), for user control.

For more information, refer to HP-UX Password Hashing Infrastructure Release Notes.

Global environment on a Unix machine To install on a UNIX machine, you need a specific Unix user ID and enough free space to install in the users home directory.

The default installation path is the users home directory, but you can change the path and install all products in a specific file system.

The installation directory must not contain any sub-folders or files that are owned by another user.

Using a temporary directory The installer needs a temporary directory when it starts to unzip and prepare the environment it requires for product or update installation.

By default, it will try one of the following directories: /tmp , /var/tmp , /usr/tmp , $HOME , $.

You can force the use of another temporary directory by setting the following environment variable, TEMPORARY_DIR.

If you do this, make sure the temporary directory has:

l Enough disk space

l Read/write access for starting the installer

Using installer on HP-UX 11i The installer is packaged with an embedded JRE 6. For the JRE to run properly on a HP-UX 11i operating system, you need to apply a linker patch to fix the problem loading libjli.sl.

The following patch is required:

l HP-UX 11i v3 (11.31) PA-RISC systems: PHSS_37202

If you do not apply the patch you will get an error message when you start the installer. Check that the AxwayInstaller# directory is deleted in the temp directory.

Transfer CFT 3.3.2 Installation Guide 9 1 Prerequisites

Customize the kernel

About kernel customization Depending on the operating system, some customization may be mandatory to ensure that Transfer CFT operates correctly, and to maintain the overall system performance levels.

Kernel customization is not mandatory for installation, but is needed to run Transfer CFT.

This section describes the kernel parameters that you need to upgrade to ensure that the Transfer CFT operates correctly, and is comprised of the following topics:

l Why customize the kernel?

System specific customization procedures are described for the following systems:

l HP-UX

l Linux

l Solaris

Note No additional steps are necessary to modify the IBM AIX kernel as the ODM (Object Data Manager) manages this.

For additional information on customization issues, contact your system administrator or the manufacturer's support service.

Customization details Kernel customization concerns one or more of the following aspects:

l Size of the global shared memory segment: modification recommended but not mandatory

l Message queue depth: modification mandatory

l Memory allocated to TCP: modification mandatory

l Number of files used by a process: modification mandatory

Depending on the operating system, some customization may be mandatory to ensure that Transfer CFT operates correctly, and to maintain the overall system performance levels.

Note:

l The kernel customization requires an in-depth knowledge of UNIX. To make the recommended changes, you must have super-user privileges (root). An incorrect setting could seriously affect the integrity of your system.

l The figures indicated are based on a standard system, which is the default configuration used when the operating system was installed. If you have already changed a specific setting for another application, the current parameter value must be increased by the one recommended for Transfer CFT.

Transfer CFT 3.3.2 Installation Guide 10 1 Prerequisites

Why customize the kernel? This topic explains the advantages of customizing the kernel, and additionally presents the following related subjects:

l Global memory segment

l Message queue depth

l Memory allocated to TCP

l Number of files used by a process

Global shared memory segment By default, you can only create a global memory segment for a size defined in terms of the kernel.

Transfer CFT can attempt to create a 32 MB global memory segment. Transfer CFT uses this global memory for data exchanges during the execution of various operational tasks. The 32 MB value represents the average size necessary to support efficient performance without slowing the system, due to memory saturation.

We strongly recommend that you change the kernel configuration, even though Transfer CFT automatically adapts to the maximum size authorized by the system. The reason for this is that if the memory is insufficient, Transfer CFT slows down significantly.

In some cases, when receiving transfers from high-speed systems via TCP, you may notice interlocks preventing Transfer CFT from running correctly. If the capacity of the system cannot support the resulting overload, you must reduce the number of concurrent transfers.

As the system can accommodate this modification, it is recommended that the maximum size of the shared memory segment be systematically increased to at least 32 MB.

Message queue depth By default, some UNIX systems allow a maximum of 40 unread messages to transit in a message queue.

To guarantee optimum performance levels, Transfer CFT maximizes its use of the message queues. It may be that Transfer CFT requirements exceed the system capacity. This is the case particularly over TCP networks, when the remote monitor + network configuration allows a throughput exceeding the capacities of the local system. This phenomenon becomes even more likely if another application is also making intensive use of the message queues.

Memory allocated to TCP When first installed, Open Server allocates a certain amount of memory to allow the IP layer to operate correctly. Open Server adjusts this memory allocation as required, up to a given maximum.

Transfer CFT 3.3.2 Installation Guide 11 1 Prerequisites

When this maximum is reached, following a request by a local application, the request is refused. However, when this saturation is due to the network, Open Server waits for space to be released on the local system so that it can continue processing.

When this saturation phenomenon occurs, the remote Transfer CFT and network permit an overall throughput that is too high for the local system, given the close between Transfer CFT and the data transiting on the network, so this space cannot be released. The phenomenon is even more likely if another application is also making intensive use of the network memory.

To ensure Transfer CFT operation, you must modify the kernel to increase the size of the memory allocated to TCP.

Number of files used by a process By default, some UNIX systems allow a process to only open 64 files at the same time.

If you do not modify this limit, you cannot use Transfer CFT to its full potential: 64 concurrent transfers + link channels + listening channels + trace channels > 64 open files.

To achieve 64 concurrent transfers, you must modify some of the kernel properties so that it can open as many files as possible; 1024 is suggested.

HP-UX: Customize the kernel This topic provides information on customizing the HP-UX kernel, and how to:

l Modify the message queue depth

l Modify the number of files used by a process

Modify the message queue depth By default, HP-UX only allows a maximum of 256 unread messages to transit in a message queue. To customize this information, increase the value of the msgtql kernel parameter to 8192.

To customize the message queue:

1. Log in as the root and enter the sam command. 2. Select the following sub-menus, respectively:

l Kernel Configuration

l Configurable Parameters 3. Set the pointer to the msgtql parameter. 4. Select the Modify Configurable Parameter option in the Actions menu. 5. Enter the new value of this parameter. 6. Click on OK to confirm the change. 7. Select the Add Exported File System option in the Actions menu.

Transfer CFT 3.3.2 Installation Guide 12 1 Prerequisites

8. Select the Exit option in the File menu. 9. Select the Create a new kernel now option and click on OK to confirm your selection.

Modify the number of files used by a process By default, HP-UX allows a process to open only 64 files. To customize this information, increase the value of the maxfiles kernel parameter to 1024. To do so:

1. Log in as the root and enter the sam command. 2. Select the following sub-menus:

l Kernel Configuration

l Configurable Parameters 3. Set the pointer to the maxfiles parameter. 4. Select the Modify Configurable Parameter option in the Actions menu. 5. Enter the new value for this parameter. 6. Click on OK to confirm the change. 7. Select the Add Exported File System option in the Actions menu. 8. Select the Exit option in the File menu. 9. Select the Create a new kernel now option and click on OK to confirm your selection.

Linux: Customize the kernel This section describes suggested kernel customizations to perform prior to an installation to better enable Transfer CFT operations.

Kernel customization parameters The following table lists IPC tuning parameters to consider customizing and recommended values.

Note To aid in correctly calculating semaphores, remember that each Transfer CFT has two semaphores per instance.

Parameter Recommended Description

value

msgmax 8192 Maximum size of a message in bytes.

msgmnb 16384 Maximum size in bytes on a single IPC message queue.

Transfer CFT 3.3.2 Installation Guide 13 1 Prerequisites

Parameter Recommended Description

value

msgmni 48 per Transfer CFT Maximum number of IPC message queue instance resources allowed. See NOTE** You require as many message queues as processes per Transfer CFT instance (when using multiple instances, multiply the number of instances by the number of Transfer CFT processes).

shmall 2097152 The total amount of shared memory available (shmall*PAGE_ (8 GB when page_size = on the system is 2097152*4096 bytes SIZE) 4096) (shmall*PAGE_SIZE) which is 8 GB. This number may be affected by the use of a very large number of Transfer CFT instances.

shmmax 33554432 Maximum size in bytes for a shared memory segment.

shmmni 4096 Number of shared memory segment identifiers in the system. For each Transfer CFT instance you need 2 shared memory segments, so when using multiple instances or multi-node, multiply the number of instances by 2.

shmseg 10 Maximum number of shared memory segments per process.

semmsl 250 Maximum number of IPC semaphores per set.

semmns 32000 Number of IPC system-wide semaphores.

semopm 100 Maximum number of semaphore operations that can be performed per semop(2).

semmni 128 Maximum number of IPC system-wide semaphore sets. For each Transfer CFT instance you need 2 semaphore sets, so when using multiple instances or multi-node, multiply the number of instances by 2.

Note **This value is based on the number of processes started by the Transfer CFT. This minimum is typically 7, but can be in excess of 40 depending on the values for maxtask, sslmtask, Sentinel if enabled, one task for each exit, etc.

Transfer CFT 3.3.2 Installation Guide 14 1 Prerequisites

Solaris: Customize the kernel This topic describes how to customize Solaris for Transfer CFT.

l About resource controls

l Selecting a project

Solaris 10 Transfer CFT makes extensive use of System V IPC services and file access services. As of the Solaris 10 release, the corresponding configuration parameters are no longer kernel parameters, but instead can be defined as resource controls.

About resource controls While most of the corresponding parameter default values are suitable for normal Transfer CFT functioning, three of these parameter values must have at least the following minimum values:

Resource control Transfer CFT minimum value

project.max-shm-memory 33554432

process.max-msg-messages 8192

process.max-file-descriptor 1024

This means that you must modify the corresponding resource controls to meet the requirements of the project associated with the user account that Transfer CFT will run under.

Selecting a project If you plan to run Transfer CFT under the "axway" user account, for example, create a project associated with the user "axway" using the following system command: projadd -p 201 -G axway -U axway -c "Axway" axway

This command creates the project "axway" and associates the uid axway and gid axway with this project.

Alternatively, you may choose to not associate a specific project with Transfer CFT. In this case, Transfer CFT will run under a project named "default".

For the following command examples, we use "cft_project" as the name of the project chosen for Transfer CFT. This can be either a specific project (named "axway", in the example above) or simply the project "default".

Change the maximum size of global memory segments

The following command sets this value to 32 MB:

Transfer CFT 3.3.2 Installation Guide 15 1 Prerequisites

projmod -s -K "project.max-shm-memory=(privileed,33554432,deny) cft_ project

Change the maximum number of messages

The following command sets this value to 8192:

projmod -s -K "process.max-msg-messages=(privileged,8192, deny) cft_ project

Change the maximum number of open files per process

The following command assigns a value of 1024 to this parameter:

projmod -s -K "process.max-file-descriptor(privileged,1024, deny) cft_ project

Transfer CFT 3.3.2 Installation Guide 16 1 Prerequisites

Default ports The following list contains the default Transfer CFT port numbers used for installation. You can check in advance that these ports do not conflict with ports used by other applications on the same machine. You may need to modify the default port numbers, depending on your configuration. The Internet Assigned Numbers Authority (IANA) reserves the TCP ports 1761-1768 for Transfer CFT. For more information, refer to: www.iana.org/assignments/service-names-port- numbers/service-names-port-numbers.

Component Port

PeSIT 1761

SSL 1762

COMS 1765

Copilot 1766

Copilot for Central Governance 1767

REST API 1768

Central Governance 12553

Central Governance SSL 12554

Secure Relay MA ma.comm_port 6801

Secure Relay RA

l ra.comm_port l 6811

l ra.admin_port l 6810

Legend:

l PeSIT (PESITANY protocol): PeSIT in plain text

l SSL: PeSIT protocol over SSL/TLS

l COMS: Synchronous transfers

l Copilot: Provides access to Transfer CFT Copilot server from a user Internet browser

l Copilot for Central Governance: Provides secure access for Central Governance (mutual authentication)

l Central Governance: Used to connect to Central Governance

Transfer CFT 3.3.2 Installation Guide 17 1 Prerequisites

Certificates Using the default certificates that are supplied with Transfer CFT is strongly discouraged in a production environment. You should use your own certificates to enhance security.

Type Location Certificate Expires

Secure /home/distrib/xsr SecureRelayCA.pem November Relay 2021

SecureRelayMasterAgent.p12 November 2021

Central /runtime/conf/pki 2019

Shared file system prerequisites This section provides general information concerning the prerequisites for shared file systems for the following types of files used with Transfer CFT in a UNIX environment.

l Transfer CFT data files: This refers to all files managed by Transfer CFT other than transferable application files (including database files), which are stored in the Transfer CFT runtime directory.

l Transferable application files: This refers to the files transferred by Transfer CFT.

Standalone installation You can use any POSIX compliant shared file system for both Transfer CFT data files and transferable application files.

Active/passive cluster You can use any POSIX compliant shared file system for both Transfer CFT data files and transferable application files.

Active/active cluster

Transfer CFT data files Supported shared file systems for multi-node, multi-host architecture (active/active)

Transfer CFT 3.3.2 Installation Guide 18 1 Prerequisites

The following non-exhaustive table lists shared file systems that have been tested with Transfer CFT.

Operating Supported Unsupported system

AIX GPFS (recommended), NFSv4 NFSv3, CXFS, VeritasSF

HP-UX NFSv4 NFSv3, CXFS, VeritasSF

Linux-x86 GPFS (recommended), GFS2, NFSv3, CXFS, ACFS, OCFSv1, OCFSv2, NFSv4, AWS EFS QFS, VeritasSF

OpenVMS RMS

Solaris NFSv4 NFSv3, CXFS, QFS, VeritasSF

Windows-x86 CIFS CXFS, NFS

z/OS Sharing DASD across Sysplex

Transfer CFT transferable application files You can use any POSIX compliant shared file system for transferable application files.

Transfer CFT 3.3.2 Installation Guide 19 Install 2

Before you start If you are installing Transfer CFT as part of a managed file transfer solution, you may want to check the installation order and prerequisites. For more information, please refer to the Central Governance documentation.

During the installation process you are prompted to select if you want to enable Central Governance. Please check that your license includes Central Governance and that you have the required information, such as the shared secret, to activate connectivity.

Before you start the installation, you should:

l Downloaded the installation package from Axway Sphere.

l Uncompressed or unzipped the package.

Installation package contents The installation package is a zip archive. Once you unzip it, it contains the product and installer program files.

Installation functions The installer is used to install, configure, update and uninstall Transfer CFT. You can run the following installation modes:

l Install

l Configure

l Update

l Uninstall

Installation modes Locate and run the setup file in the root folder of the installation package.

GUI mode: setup.sh

Transfer CFT 3.3.2 Installation Guide 20 2 Install

Console mode: setup.sh -m console

The setup32.exe is a 32-bit build executable and will run on a 64-bit platform provided that the compatibility layer has been installed.

Installed directories Once you install Transfer CFT, the following sub-directories are installed:

l Configuration: Includes the configuration file for each installed product

l Documentation: User documentation

l Installer: Files used by the installer

l Java: The deployed JRE used by the installer and Axway products

l SilentFile: Includes the silent file for each installed product

l synInstall: Installer internal files that are used to manage the installed infrastructure

l Tools: Tools used by the installer to manage infrastructure instances. You can use some of these for example, XDBM and SilentFileEditor

l Transfer_CFT: the product folders and files

System language setting If your system uses a language other than English, you will need to change the system to English for the installation and then reset to your original language as needed.

Example in a Linux environment

If you are uncertain as to the current system language setting, use the command |grep LANG.

export LANG=en_US.utf8

Start the installation You can use this topic to plan and execute installation of Transfer CFT. If you are using Adobe Reader, you can add comments to document the data you need to enter after launching the installer. Otherwise, you can print the topic, enter data manually and use the notes when installing.

Once you have completed planning, you are ready to install. See the section About the installer, in this Installation Guide, for details on how to start the installer in install mode.

To configure Transfer CFT for installation, perform the following procedure. Pending your license key options and environment, however, you may have only a subset of the following screen selections.

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This table displays a basic installation, a standalone Transfer CFT, with no options.

Screen Description

Welcome Provides links to the Axway website and Sphere, the Axway support site.

License Select the check-box "I accept..." to continue with the installation. agreement

Installation Select Single to install Transfer CFT on a single machine. architecture Select Cluster to install Transfer CFT on multiple machines (cluster mode). Use this option if you want to install Transfer CFT for a multi-host/multi- node architecture, or active/passive mode. Note If you select cluster, additional screens display.

Installation Where product files and documentation will reside. directory

Axway Transfer Specify the directory where you want to install Transfer CFT. CFT: By default, Transfer CFT is installed in a sub-directory of the Axway Installation installation directory. Use the default directory, or specify a new directory. directory Directory paths cannot contain spaces. Note If you are installing multiple Axway products, we recommend that you use different directories for each product as the installer overwrites the installer from any previous installation. This can lead to unexpected behavior when applying a patch or service pack.

Axway Transfer Specify the directory where you want to install the Transfer CFT runtime CFT: directory. Runtime By default, the runtime directory is installed in a sub-directory of the directory Transfer CFT installation directory. Use the default directory, or specify a new directory. A runtime directory will be created if it does not already exist. Directory paths cannot contain spaces.

Axway Transfer Specify if you want to import data from an existing Transfer CFT by CFT: Auto selecting or No. Import You can install and import configuration and data from v2.3.2, v2.4, v2.5, v2.6, v2.7, v3.0.1, or v3.1.3. Note If you select Yes in the Auto Import screen, additional screens display.

Axway Transfer Check or modify the supplied information concerning the Transfer CFT CFT: instance name, group name, and host address. Identity An asterisk * denotes that these fields are mandatory.

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Screen Description

Axway Transfer Select to enable multi-node architecture. CFT: Multi-node Enter the number of nodes. The first node is zero, and you may have up to Architecture eight nodes. Enter the host name and address for each node. You must enter at least one host. Note If you enter a number to enable multi-node, additional screens display.

Axway Transfer Enter the license key for the Transfer CFT product. CFT: If you have a license key issued for a previous version of Transfer CFT, enter License key your license key in the License Key field and select the Check key option. You can configure up to eight keys. Deselect Check key to continue with the installation without a key. However, you cannot run Transfer CFT until you supply the license key. Note If you are installing in multi-node you require:

l One (1) valid key per node (see details in the multi-node section)

l Among the keys there must be at least one valid key per host

Axway Transfer l Please specify a seed password to generate the encryption key. CFT: Generate The password must be at least 8 characters long, it must contain upper Encryption Key and lower case characters as well as numeric and special characters (*#$!?+-@).

l Enter a location to store the generated key and salt files.

Axway Transfer Enable Central Governance connectivity: CFT: l Yes: Install Central Governance connectivity. For details, see the Governance Central Governance topics in the Transfer CFT User's Guide. Mode l No: Installs Transfer CFT without Central Governance.

Axway Transfer Enter the TCP parameters for the host, PeSIT protocol, catalog, and CFT: communication media. Configuration l Synchronous communication: enter the COMS port

l PESITANY: Enter the PeSIT protocol port number

l Select the default database size:

o Catalog: Modify the default catalog file size

o Communication File: Modify the default communication file size

Transfer CFT 3.3.2 Installation Guide 23 2 Install

Screen Description

Axway Transfer Enter the Transfer CFT UI Server values: CFT: User l Listening Port: Listening port for the graphical user interface. This sets Interface Server the port on which the Transfer CFT UI server listens for incoming TCP connections.

l SSL Listening Port: Defines the SSL connection for the UI server, when Central Governance is selected. Note: If you enabled multi-node, you are also prompted for the load balancer details.

Axway Transfer For Windows installations, specify whether you want to start Axway CFT: UI Server Transfer CFT manually, or to have Windows start and stop it as a Windows startup mode service. Select:

l Normal mode: You must manually start and stop the Transfer CFT server

l Service mode: Windows automatically starts and stops the Transfer CFT server. If you select this option, the next installer screen sets the Service parameters. Note: To start Transfer CFT server using service mode from the Copilot server, it is imperative that Transfer CFT service be set up with a specific user account (not using the default system user). If the user is the system user, the Copilot will not be able to start Transfer CFT in service mode.

Axway Transfer For Windows installations, specify whether you want to start Transfer CFT CFT: UI Server UI manually, or to have Windows start and stop it as a Windows service. startup mode Select:

l Normal mode: You must manually start and stop it.

l Service mode: Windows automatically starts and stops it. If you select this option, you use the next installer screen to set Service parameters.

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Screen Description

Axway Transfer If you selected Service mode, enter values for the Windows service CFT: UI Server parameters: service l Service Name: Enter a Windows service name

l Display Name: Enter a Windows service display name You can accept the default Service names or modify them. The installer uses these names to create a Transfer CFT service entry in the Windows registry.

l Start Type: Automatic, Manual, Disabled

l Error Control: Ignore, Normal, Severe, Critical

l Use specific account to start the service: Enables you to use a local account instead of a system account

l Domain: Enter the domain name

l Username: Name of the local account

l Password: Enter the user password Note: In multi-node, to start the Transfer CFT server using service mode from the Copilot server, it is imperative that Transfer CFT service be set up with a specific user account and domain (not using the default system user). If the user is the system user, Copilot will not be able to start Transfer CFT in service mode.

Axway Transfer This screen enables you to install Start Menu shortcuts. CFT: l Yes: Creates shortcuts Shortcuts l No: Does not create shortcuts This screen enables you to install desktop shortcuts.

l Yes: Creates shortcuts

l No: Does not create shortcuts

Axway Transfer This screen allows you to select from the following Axway product CFT: connectors: Connectors l Sentinel

l Public Key Infrastructure with PassPort

l Access management with PassPort Note If you select any of the available connectors, additional screens display.

Axway Transfer Click Install to complete the installation process, or Previous to review or CFT: modify installation options. Ready to install

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Cluster mode screens

Screen Description

Installation Select either:

architecture o Single - Installs Transfer CFT on a single machine.

o Cluster - Installs Transfer CFT on several machines. Select this option if you want to install Transfer CFT in multihost/multi-node or in active/passive mode. If you are performing a cluster installation and you enable the multi-node option, this creates an active/active Transfer CFT installation. Otherwise, the installation is active/passive.

Cluster o First node: Install on a first machine before adding additional machines (nodes). You must install on a first node before you can select the option to install on additional nodes.

o Additional nodes: After installing on the first machine, you can select this option to install on an additional machine(s).

Installation Specify the root shared directory (shared disk) where the Axway installer directories programs will reside, and the root installation directory where the product files and the documentation will reside. Windows users can refer to Cluster installation requirements for information on how to create a mapped drive. Directory paths cannot contain spaces.

Axway Specify the directory where you want to install Transfer CFT. This directory will Transfer store all of the Transfer CFT binaries. CFT: By default, Transfer CFT is installed in a sub-directory of the Axway installation Installation directory. Use the default directory, or specify a new directory. directory Select the directory that will store shared data between Transfer CFT machines. for Transfer It will contain the Transfer CFT runtime. CFT Directory paths cannot contain spaces.

Axway Specify the directory where you want to install the Transfer CFT runtime Transfer directory. CFT: By default, the runtime directory is installed in a sub-directory of the Transfer Runtime CFT installation directory. Use the default directory, or specify a new directory. directory A runtime directory will be created if it does not already exist. Directory paths cannot contain spaces.

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Auto import (for migration) If you select Yes in the Auto import screen, the following Installer pages display.

Screen Description

Axway Transfer Specify if you want to import data from an existing Transfer CFT by CFT: Migration selecting Yes or No. You can migrate from V2.3.2, V2.4, V2.5, V2.6, v2.7, v3.0.1, v3.1.x or v3.2.x.

Axway Transfer Specify the path to the profile file. CFT: Migration

Axway Transfer This screen is only displayed during a migration operation. You should see CFT: Migration the Version, SP, Installation directory and runtime directory display on the Options screen. Select the objects that you want to import: For V2.5.x and higher:

l Functional configuration objects (PARM/PART)

l Environment objects (UCONF)

l Catalog: CFTCATA

l Communication medium: CFTCOM

l Local PKI base (as of V2.5.1 - SP2) For V2.4.x:

l Functional configuration objects (PARM/PART)

l Environment objects (Sentinel: trkapi.cfg)

l Environment objects (Copilot: copconf.ini)

l Catalog (CFTCATA)

l Communication medium (CFTCOM)

l Local PKI base (as of V2.4.1 - SP6) For V2.3.2:

l Functional configuration objects (PARM/PART)

l Environment objects (Sentinel : trkapi.cfg)

l Catalog (CFTCATA)

l Communication medium (CFTCOM) You have to migrate the following objects manually:

l Executables

l Exits

l APIs

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For more information on importing configuration and data, see Install and auto import.

Multi-node options Consider the following when deciding the installation choices as they relate to the multi-node options:

l Single installation mode: Activating the multi-node option installs Transfer CFT on one machine, where you can have several Transfer CFT instances running on a single machine. In this architecture, Transfer CFT is mono-host and multi-node.

l Cluster installation mode: Activating the multi-node option installs Transfer CFT on several machines, with multiple Transfer CFT instances running on each. In this architecture, Transfer CFT is multihost and multi-node.

l If you perform a cluster installation but do not activate the multi-node option, Transfer installs on more than one machine, but with only one running Transfer CFT instance. In this set up, Transfer CFT is installed in active-passive mode.

Screen Description

Axway Transfer Select to enable multi-node architecture. CFT: Multi-node Enter the number of nodes. The first node is zero, where you may have up Architecture to eight nodes. Enter the host name and address for each node, up to eight nodes. You must enter at least one host.

l If you are performing a cluster installation and you enable the multi- node option, this creates an active/active Transfer CFT installation. Otherwise, the installation is active/passive.

l If you did not perform a cluster installation, selecting the multi-node option creates a local, multi-node installation.

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Screen Description

Axway Transfer Enter the license key for the Transfer CFT component. CFT: If you have a license key issued for a previous version of Transfer CFT, License key enter your license key in the Key field and check the Check key option. You can configure up to eight keys. Deselect Check key to continue with the installation without a key. However, you cannot run Transfer CFT until you supply the license key. Transfer CFT 3.3.2 SP2 and higher As of Transfer CFT 3.3.2 SP2, you can use a single key for a multi-node installation. To use a single key for multiple hosts, either:

l The hostname must not be defined for the key, or

l The hostname defined for the key matches the hostname of one of the hosts that composes the multi-node instance Additionally, the key must have the cluster option. For example, if you have 2 hosts and 4 nodes, you only need one key that matches one hostname (or no defined hostname). Transfer CFT prior to 3.3.2 SP2 If you are using a Transfer CFT 3.3.2 prior to SP2, multi-node architecture requires:

l One key per node, and if there is more than one host you require at least one valid key per host

l Each key must have the cluster option For example, if you have 2 hosts and 4 nodes, you require 4 keys with at least one key per host. Possible key combinations could be:

l 2 keys that are configured to reference the first host, and the 2 other keys configured to reference to the second host

l 3 keys that are configured to reference the first host, and 1 that is configured to reference to the second host

Back to core installation screens (Governance Mode).

For more general information on using multi-node features refer to the Transfer CFT User's Guide, in the topic About multi-node architecture.

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Platform and shared file system support Transfer CFT supports the following OS for multi-node architecture: Windows-x86, Linux-x86, AIX- power, HPUX-parisc, HPUX-ia64, Sun-SPARC, Sun-x86, and z/OS.

Governance options

Screen Description

Axway Transfer CFT: Central This screen is only displayed if you enabled Central Governance Governance connectivity connectivity. Enter values for the following parameters:

l CG Host Address: Sets the server hostname on which the connector will connect

l CG Port: Sets the port on which the connector will connect

l Specify Custom Certificate: If selected, enter the certificate to authenticate Central Governance.

l Shared Secret

l Confirm Shared Secret

l Configuration Policy

For general information on Central Governance, see the Governance services topic in the Transfer CFT Installation Guide.

Connector options

Screen Description

Axway Transfer CFT: Specify the connectors that you want to configure and activate: Connectors l Sentinel

l PKI with PassPort

l Access Management with PassPort

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Screen Description

Transfer CFT: This screen is only displayed if you enabled Sentinel connectivity. Enter Sentinel Connector values for the following parameters:

l Sentinel Host Address: Sets the Sentinel server hostname on which the connector will connect to

l Sentinel Port: Sets the Sentinel Server port on which the connector will connect to Connector parameters

l Log Filter

l Transfer Filter: Select the level of information, warning, error and fatal messages you want to receive: All, Summary, No

l Enable Sentinel Heartbeat: Check to enable

Transfer CFT: This screen is only displayed if you enabled PassPort PKI connectivity. PassPort PKI Enter values for the following parameters: connector l PKI Server Host Address: Sets the PassPort server hostname on which the connector will connect.

l PKI Server Port: Sets the PassPort PS port (PS socket server port, or PS secure socket server port) on which the connector will connect.

o Use SSL

o PKI server public certificate

o Copy certificate

o PKI server login

o PKI Server Password

o Confirm PKI Server Password

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Screen Description

Transfer CFT: This screen is only displayed if you enabled PassPort AM connectivity. PassPort Access Enter values for the following parameters: Management l AM Server Host Address: Sets the PassPort server hostname on connector which the connector will connect.

l AM Server Port: Sets the PassPort AM server port (API server, or secure API server) on which the connector will connect.

o Use SSL

o AM Server public certificate

o Component instance

o Domain

o Component Login

o Component Password

o Confirm Password

Cluster installations This section describes the recommendations when installing a Transfer CFT cluster architecture. Before starting a new Transfer CFT multi-node installation though, check the prerequisites and Release Notes. See also the User Guide section Manage muli-node architecture.

Note Active/passive shared disks must be POSIX compliant.

Overview A multi-node installation architecture allows installing Transfer CFT binaries on several hosts, physical or virtual server, and Transfer CFT runtime files on shared file system.

The multi-node feature allows for executing multiple Transfer CFTs (called Transfer CFT nodes) on one or several hosts. The set of Transfer CFT nodes is called a Transfer CFT instance.

A combination of both features provides following possibilities:

l A single installation of Transfer CFT with multi-node (HA)

o Install Transfer CFT using the Single installation architecture of the Axway Installer and enable the multi-node architecture.

o Only one execution of the installation procedure is needed.

o Transfer CFT binaries and runtime files must be installed on a shared file system in order to be accessed from several hosts.

o Both binaries and runtime files are shared.

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Note To patch Transfer CFT binaries, the Transfer CFT instance (all of Transfer CFT nodes) must be completely stopped.

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Prerequisites When installing a Transfer CFT cluster, the user performing the installation must:

l Be the same user for all machines.

l Have all rights (create/modify/delete) to the shared disk on all machines when Transfer CFT is installed in multi-host architecture.

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Platform and shared file system support Transfer CFT supports the following OS for multi-node architecture: Windows-x86, Linux-x86, AIX- power, HPUX-parisc, HPUX-ia64, Sun-SPARC, Sun-x86, and z/OS.

Active/active multi-node (HA) installation A cluster installation of Transfer CFT with multi-node (HA)

l Install Transfer CFT using the Cluster installation architecture of the Installer and enable the multi-node architecture.

l Installation procedure must be executed on each host:

o The first host installation (meaning the first node as defined in the Axway Installer) sets the Shared directory, the directory and all of the Transfer CFT configurations.

o During each host's installation (meaning additional nodes as defined in the Axway Installer), you are prompted to specify the shared directory, and all parameters from the first installation will be automatically loaded.

l Transfer CFT binaries are installed on several hosts and runtime files are installed on a shared file system.

l Only runtime files are shared.

l At any given time:

o One or several hosts are active.

o All Transfer CFT runtime environments (Transfer CFT nodes) are running.

Note Transfer CFT binaries can be patched on each host one after the other without stopping the Transfer CFT instance (all of the Transfer CFT nodes).

Active/passive cluster installation A cluster installation of Transfer CFT without multi-node (active/passive)

l Install Transfer CFT using the Cluster installation architecture of the Axway Installer and disable the multi-node architecture.

l Installation procedure must be executed on each host:

o The first host installation (meaning the first node as defined in the Axway Installer) sets the Shared directory, the directory and all of the Transfer CFT configurations.

o During each hosts installation (meaning additional nodes as defined in the Axway Installer), you are prompted to specify the Shared directory, and all parameters from the first installation will be automatically loaded.

l Transfer CFT binaries are installed on several hosts and runtime files are installed on a shared file system (such as NFSv3, NFSv4, GPFS, etc.).

l Only runtime files are shared.

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l At any given time:

o Only one host is active

o Only one Transfer CFT runtime environment is running on the active host

Note Transfer CFT supports all POSIX file systems.

Install the cluster nodes There are two general steps for installing a product in a cluster.

1. Install first node in cluster. 2. Install additional nodes in cluster.

After installing a product on two or more nodes, you must configure the cluster for high-availability operations. The procedure for cluster configuration varies depending on the type of platform on which the cluster is installed.

Install first node in cluster Use this procedure to install the product on the first node in a cluster:

1. Launch the installer on the machine that supports the first node. 2. On the Installation architecture page, select Cluster and click Next. 3. On the Cluster page, select First node and click Next. 4. On the installation directories page, specify values for the following and click Next.

Note After installing applications in active/passive mode, you must implement the cft start, cft stop, and cft status scripts for the cluster.

Shared Directory

This is the path and name of the directory where you want to create a shared directory for the cluster installation. The shared directory is used to store product data files.

The installer proceeds with the standard sequence of pages for the product.

Installation Directory

The path and name of the local directory where you want to install the first cluster.

Install additional nodes in a cluster Use this procedure to install the product on additional nodes in a cluster:

1. Launch the installer on the machine that hosts the additional node. 2. On the Installation architecture page, select Cluster and click Next. 3. On the Cluster page, select Additional nodes and click Next. 4. On the installation directories page, specify values for the following and click Next.

Shared directory

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Path and name for the shared directory that you entered for the first node. The shared directory is used to store product data files.

The installer installs the product on the second node and configures the shared directory for sharing between the installed nodes.

Silent mode installation Silent mode enables you to perform an installation or configuration in a non-interactive mode. You do not have to enter any parameters in the GUI or console.

To use this mode, you must install the product or run the installer program and perform configuration until just before you click Install. Then in your home installation directory you will have the silent file template you can use to duplicate installations on other machines.

Silent file concepts The purpose of using a silent file is to quickly duplicate an installation on multiple machines without running the installer and entering the same parameters over and over again.

The installer's silent mode takes these values from existing or generated silent files. Before you can use this procedure, you must have the necessary silent files available. You can generate these files by installing a product at least once by completing the dialogs up until the point of clicking Install.

Creation A silent file can be created:

l After an installation

or

l After completing the installer dialogs up until the point of clicking Install

The installer's SilentFile directory contains the properties file (Install_Axway_Installer_ V4.8.0.properties) and the product property files you might need to install. You must not modify anything in this file except the InstallDir,InstallationLogicalName and list of IncludeFiles. The product property files cannot be used outside of the main installer file.

Location The silent file is created in:

< >\SilentFile\\.properties

Where:

l InstallationDateTime corresponds to Year_Month_Day_Hour_Minute_Second.

l Action corresponds to the action done, for example if you performed an install or configure.

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Variables A silent file is a collection of parameters in the form of key-value pairs, each on one line. The variable stores the name of the parameter (it is the key) and the value stores the other string.

The structure of a variable inside the silent file is:

Variable = Value

Note The extra spaces around the variable are trimmed.

Some special types of variables can be identified.

Variable.Property = Value Variable.Default = | Value

A variable property signifies or provides some additional information about that specific variable (commonly known as metadata; it might be used for validation purposes, for parsing purposes, etc.).

For example, information on the creation date:

CreationDate = 13-02-2010 CreationDate.Format = -MM-yyyy

Specify the creation date of the silent file (currently, the date the silent file was last modified by the build tool – effectively the date of the build used by the current kit) and below, the format used to parse this date variable (the format used by the date variable).

If a value is missing, the installer takes the default value instead. If the default value links to another variable, the link is replaced by the value of the linked variable (this is called a feedback link).

Encrypted variables

For security reasons, some variables (passwords) are encrypted in the silent case. This means the Format property contains the used encryption algorithm (default is plain).

l If you want to change the value of an encrypted variable, you must use the silent file editor tool

l You can disable the encryption of the variable by deleting the Format property

Environment variables

If you need to deploy a product installation on several machines, with only a few changes to make on the installation parameters, use the same silent file. In the silent file you can replace the unwanted parameters with environment variables that you defined on your machine before the installation. You can then use these variables instead of the Variable Values.

You can use environment variables when installing or configuring in Silent mode (limited to Silent mode only.)

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l UNIX and Linux: ${env_var}

There are restrictions for certain variables and therefore you cannot use an environment variable for the following parameters:

l Component properties

l Variable properties

l Installer variables (in the file Install_Axway_Installer_VX.Y.Z.properties), except InstallDir,InstallationLogicalName

Example

You can use any text editor or the Silent File Editor to modify variables in the silent file.

An example of changing the installation directory:

InstDir = C:\\

InstDir.Type = String

InstDir2 = C:\\Composer

InstDir2.default = /Composer

Using silent mode To run the installer in silent mode, you need the following commands:

UNIX:

l setup.sh –s

The installer's silent file is located in /SilentFile// after installation and is called Install_Axway_Installer_V.properties.

The Silent File directory contains the installer properties file (Install_Axway_Installer_ V.properties) and the product property files you might need to install. You should always call the Axway_Installer silent file from the command line no matter the number of products you want to install. You can add or delete products from the silent installation if necessary as long as they exist in the Silent File. Open the Axway_Installer properties file and scroll to the end. You will see a number of IncludeFiles specifying the number of products included for an installation. You must not modify anything else in this file except the InstallDir,InstallationLogicalName and list of IncludeFiles.

The following related to the installation above is very important:

l You must use the absolute path to the silent file and not the relative one

l The command must point to the installer silent file and not the product silent file

l The product silent files installed in silent mode must be in the same directory as the installer silent file

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Configure product in silent mode To configure an installation in silent mode, you need the following commands:

UNIX:

l configure.sh –s

Silent File Editor Use the Silent File Editor to modify variables in a silent file. It can be used from the command line or the GUI.

The most common values that you replace when preparing a new installation using a silent file are the InstallDir and CommonDir variables. The value of these fields is used to concatenate other paths in the products silent file properties file.

Location The Silent File Editor is in the installation directory in Tools/SilentFileEditor.

Note Copying the Silent File Editor from the installation package is not supported because it uses binary files from the installer.

Modifying a silent file using the command line To modify a silent file using the command line, run:

l In UNIX: SilentFileEditor.sh

The parameters for the Silent File Editor are:

l The path to the silent file that you want to modify

l Three arguments in this format:

o The first argument is the name of the variable that you want to modify (for example, DB_ADMIN_PASSWORD). Each variable name given must exist in the silent file

o The second argument is the value that you want to assign to the variable given as the first argument

o The third argument is –c if the value is to be encrypted first and then saved in the silent file, or –u if the value does not need to be encrypted

You can have more than one group of arguments as shown in the examples below.

Example

SilentFileEditor.bat SilentFilePath varName1 value1 –c/-u varName2 value2 –c/-u … varNameN valueN –c/-u

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Modifying a Silent File using the user interface

Starting the GUI

To start the Silent File Editor GUI, run SilentFileEditorGUI.bat or SilentFileEditorGUI.sh at \Tools\SilentFileEditor.

Using the GUI

The GUI displays the list of variables and values in the silent file.

Use File > Open to open the silent file you want to edit.

From the Tools menu you can:

l Encrypt Selected: Encrypts the Values selected with the AES128 algorithm

l Undo Selected: Undoes the changes made on the current selection

l Undo all changes: Undoes all changes made on the current selection

l Replace: Finds a variable and replaces it with the value you select. Inside of the Replace command there are other options:

l Replace all: Replaces all paths in all the variable values

l Find next: Goes to the next value occurrence and if you click Replace it replaces the value

l Encrypt: Encrypts the value in the Replace Value with field

Once you have completed all the modifications, use File > Save to save the silent file, then File > Exit to quit the Silent File Editor UI.

Active/active installation This section describes how to install active/active failover, as described in About Multi-node architecture.

Download and uncompress Download and unzip the Transfer CFT install package, as described in Before you start on page 20.

Commands See the Multi-node commands and management section for details on using Transfer CFT commands and cluster management.

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Troubleshooting Please see Troubleshoot multi-node.

Shared file system prerequisites This section provides general information concerning the prerequisites for shared file systems for the following types of files used with Transfer CFT in a UNIX environment.

l Transfer CFT data files: This refers to all files managed by Transfer CFT other than transferable application files (including database files), which are stored in the Transfer CFT runtime directory.

l Transferable application files: This refers to the files transferred by Transfer CFT.

Standalone installation You can use any POSIX compliant shared file system for both Transfer CFT data files and transferable application files.

Active/passive cluster You can use any POSIX compliant shared file system for both Transfer CFT data files and transferable application files.

Active/active cluster

Transfer CFT data files Supported shared file systems for multi-node, multi-host architecture (active/active)

The following non-exhaustive table lists shared file systems that have been tested with Transfer CFT.

Operating Supported Unsupported system

AIX GPFS (recommended), NFSv4 NFSv3, CXFS, VeritasSF

HP-UX NFSv4 NFSv3, CXFS, VeritasSF

Linux-x86 GPFS (recommended), GFS2, NFSv3, CXFS, ACFS, OCFSv1, OCFSv2, NFSv4, AWS EFS QFS, VeritasSF

Transfer CFT 3.3.2 Installation Guide 42 2 Install

Operating Supported Unsupported system

OpenVMS RMS

Solaris NFSv4 NFSv3, CXFS, QFS, VeritasSF

Windows-x86 CIFS CXFS, NFS

z/OS Sharing DASD across Sysplex

Transfer CFT transferable application files You can use any POSIX compliant shared file system for transferable application files.

Using a shared file system In a multi-node context, a shared file system allows multiple applications to access the same files at the same time. Two typical shared file system implementations are NAS (network attached storage) and SAN (storage area network). This section describes GPFS, NFSv4, AWS EFS, and CIFS as they pertain to Transfer CFT multi-node installations.

Note In Transfer CFT, you can use any Portable Operating System Interface (POSIX) compliant shared file system for transferable application files.

Using GPFS as a shared file system GPFS, General Parallel File System, is the shared file system of choice for Transfer CFT. It provides high-speed file access for Transfer CFT when executing in a multi-node architecture.

Use the default setting for GPFS usage

By default the shared file system is set to unknown, the value to use for GPFS. If you are uncertain as to the file system setting for the Transfer CFT internal data files, execute the following command to return to the default setting: CFTUTIL uconfunset id=cft.multi_node.shared.filesystem.type

Using NFSv4 as a shared file system The recommendations in this section apply to a Transfer CFT multi-node, multi-host architecture based on an NFSv4 shared file system. To implement a Transfer CFT active/active architecture using NFS, version 4 is mandatory. This is because NFSv4 can detect host failures (unlike NFSv3). With host failure detections possible, Transfer CFT can restart another host's nodes when necessary.

Transfer CFT 3.3.2 Installation Guide 43 2 Install

To implement active/active Transfer CFT you must use NFSv4 for the Transfer CFT runtime directory, which contains internal data such as the catalog, log, communication file, etc. Other versions of NFS are not supported for the runtime directory. For file exchanges, you can use either NFSv4 or v3. NFSv3 is not described in this document.

l Required NFSv4 options

l Mount options summary

l Synchronous / asynchronous option impact

l Tuning NFSv4 locking for node failover

l Troubleshoot an NFS lock daemon issue

Define NFS as the shared file system

Execute the following command to enable the Transfer CFT internal data files to reside on a NFSv4 file system. Enter the nfs value in lower case:

CFTUTIL uconfset id=cft.multi_node.shared.filesystem.type, value=nfs

Required NFSv4 mount options

Define the NFS version If version 4 is not your NFS subsystem's default, you must specify version 4 when defining the mount options. Depending on your OS, use either the vers or nfsvers option.

Set the hard and nointr options Mount NFSv4 using the hard and nointr options. The intr mount option should not be available for NFSv4, but if you are in doubt, you should explicitly specify the nointr option.

Define file locking Because Transfer CFT uses POSIX file locking services to synchronize shared files, make sure that the NFS clients report these locks to the NFS server. Depending on the NFS client, the corresponding option to tune may be called local_lock, llock, or nolock. Do not enable the local locking option.

Set the cto option NFS implements a weak data consistency called "Close To Open consistency" or cto. This means that when a file is closed on a client, all modified data associated with the file is flushed from the server. If your NFS clients allow this behavior, be certain that the cto option is set.

Transfer CFT 3.3.2 Installation Guide 44 2 Install

Mount options summary The following table summarizes the recommended NFSv4 mount options. Note that depending on the OS platform, only one of the three locking options should be available.

Correct option Incorrect option

vers=4 (or nfsvers=4) not specified or value <= 4

hard (default) "soft" specified

nointr (not the default) "intr" specified

llock not specified "llock" specified

lock (default) "nolock" specified

local_lock=none (default) any other value specified

cto (default) "nocto" specified

Synchronous versus asynchronous option

To improve performance, NFS clients and NFS servers can delay file write operations in order to combine small file IOs into larger file IOs. You can enable this behavior on the NFS clients, NFS servers, or on both, using the async option. The option disables this behavior.

Client On the client side, use the mount command to specify the async/sync option.

Async The NFS client treats the sync mount option differently than some other file systems. If neither sync nor async is specified (or if async is specified), the NFS client delays sending application writes to the server until any of the following events occur:

l Memory limitations force reclaiming of system memory resources.

l Transfer CFT explicitly flushes file data (PeSIT synchronization points, for example).

l Transfer CFT closes a file.

This means that under normal circumstances, data written by Transfer CFT may not immediately appear on the server that hosts the file.

Transfer CFT 3.3.2 Installation Guide 45 2 Install

Sync If the sync option is specified on a mount point, any system call that writes data to files on that mount point causes that data to be flushed to the server before the system call returns control to Transfer CFT. This provides greater data cache coherence among clients, but at a significant cost to performance.

Server On the server side, use the exports command to specify the async/sync option (NFS server export table).

Async The async option allows the NFS server to violate the NFS protocol and reply to requests before any changes made by that request have been committed to stable storage (the disk drive, for example), even if the client is set to sync. This option usually improves performance, however data may be lost or corrupted in the case of an unclean server restart, such as an NFS server crash.

This possible data corruption is not detectable at the time of occurrence, because the async option instructs the server to lie to the client, telling the client that all data was written to stable storage (regardless of the protocol used).

Sync Enables replies to requests only after the changes have been committed to stable storage.

Note For more information on these options, refer to NFS mount and export options in the UNIX man pages (for example, here).

Synchronous / asynchronous option impact

Client Server Internal data Transferable Performance data

Sync Sync 1 1 Low

Sync Async 2 (secure the NFS server) 2 (secure the Medium NFS server)

Async Sync 1 (if cft.server.catalog. 1 (when using Medium - high sync.enable=Yes) sync points)

Async Async 3 3 High

Legend:

Transfer CFT 3.3.2 Installation Guide 46 2 Install

l 1 = Secure

l 2 = Fairly secure

l 3 = Not secure

l Internal data = Transfer CFT runtime files, such as the catalog

l Transferable data = Files exchanged using Transfer CFT

Tuning NFSv4 locking for node failover

The NFSv4 locking lease period affects the Transfer CFT delay required to detect node failovers. The default value for this parameter is typically 90 seconds. On systems where this parameter is tunable, configuring a shorter value can significantly reduce Transfer CFT node failovers.

Troubleshoot an NFS lock daemon issue with no error message

When transferring files that are located in a , an NFS locking issue (lockd) may occur if the correct port is not open on the firewall.

Symptom

l Flow transfers hang in the phase T and phasestep C, with a but no error message.

Remedy

l Check that the correct port for the lockd service is open on the firewall (default=4045).

Using AWS EFS as a shared file system The recommendations in this section apply to a Transfer CFT multi-node, multi-host architecture based on an Amazon Web Services (AWS) Elastic File System (EFS) shared file system.

When using AWS EFS, you cannot set the server options; only the client is configurable.

This system is based on NFSv4. For more information on NFSv4, please see Using NFSv4 as a shared file system.

This shared file system has features that impact performance, as compared to a traditional NFS:

l Distributed systems replicating data

l Processing does not continue until all data is replicated

Using CIFS as a shared file system Windows only

CIFS, Common Internet File System, shares files across corporate intranets and the Internet, and is available as a shared file system when running Transfer CFT in a Windows environment.

Transfer CFT 3.3.2 Installation Guide 47 2 Install

Install active/passive - Unix This section describes how to install an active/passive architecture, as described in About Multi-node architecture.

A cluster installation of Transfer CFT without multi-node is an active/passive installation as described below:

l Install Transfer CFT using the Cluster installation architecture of the Installer and disable the multi-node architecture.

l Installation procedure must be executed on each host:

o The first host installation

o Additional hosts installation

l Transfer CFT binaries are installed on several hosts and runtime files are installed on a shared file system.

l Only runtime files are shared.

l You must configure the cluster after installation but before you can use the cluster. The procedure for cluster configuration varies depending on the platform on which the cluster is installed.

l At any given time:

o Only one host is active

o Only one Transfer CFT runtime environment is running on the active host

Note After installing applications in active/passive mode, you must implement the cft start, cft stop, and cft status scripts for the cluster.

Shared Directory

This is the path and name of the directory where you want to create a shared directory for the cluster installation. The shared directory is used to store product data files.

Installation Directory

The path and name of the local directory where you want to install the first cluster.

Prerequisites Transfer CFT in multi-host architecture requires:

l A shared file system

l You must configure the system prior to the multi-node installation, and the shared disk should be ready when you start the Copilot server. See Shared file system prerequisites for details.

Transfer CFT 3.3.2 Installation Guide 48 2 Install

Install Start the installer. In the Cluster options, select:

o Cluster - Installs Transfer CFT on several machines. Select this option if you want to install Transfer CFT in active/passive mode.

However, do not enable the multi-node option, as this creates an active/active Transfer CFT installation. Otherwise, the installation is active/passive.

Install first node in cluster Use this procedure to install the product on the first node in a cluster:

1. Launch the installer on the machine that supports the first node. 2. On the Installation architecture page, select Cluster and click Next. 3. On the Cluster page, select First node and click Next. 4. On the installation directories page, specify values for the following and click Next.

Note After installing applications in active/passive mode, you must implement the cft start, cft stop, and cft status scripts for the cluster.

Shared Directory

This is the path and name of the directory where you want to create a shared directory for the cluster installation. The shared directory is used to store product data files.

The installer proceeds with the standard sequence of pages for the product.

Installation Directory

The path and name of the local directory where you want to install the first cluster.

Install additional nodes in a cluster Use this procedure to install the product on additional nodes in a cluster:

1. Launch the installer on the machine that hosts the additional node. 2. On the Installation architecture page, select Cluster and click Next. 3. On the Cluster page, select Additional nodes and click Next. 4. On the installation directories page, specify values for the following and click Next.

Shared directory

Path and name for the shared directory that you entered for the first node. The shared directory is used to store product data files.

The installer installs the product on the second node and configures the shared directory for sharing between the installed nodes.

Transfer CFT 3.3.2 Installation Guide 49 2 Install

Shared file system prerequisites This section provides general information concerning the prerequisites for shared file systems for the following types of files used with Transfer CFT in a UNIX environment.

l Transfer CFT data files: This refers to all files managed by Transfer CFT other than transferable application files (including database files), which are stored in the Transfer CFT runtime directory.

l Transferable application files: This refers to the files transferred by Transfer CFT.

Standalone installation You can use any POSIX compliant shared file system for both Transfer CFT data files and transferable application files.

Active/passive cluster You can use any POSIX compliant shared file system for both Transfer CFT data files and transferable application files.

Active/active cluster

Transfer CFT data files Supported shared file systems for multi-node, multi-host architecture (active/active)

The following non-exhaustive table lists shared file systems that have been tested with Transfer CFT.

Operating Supported Unsupported system

AIX GPFS (recommended), NFSv4 NFSv3, CXFS, VeritasSF

HP-UX NFSv4 NFSv3, CXFS, VeritasSF

Linux-x86 GPFS (recommended), GFS2, NFSv3, CXFS, ACFS, OCFSv1, OCFSv2, NFSv4, AWS EFS QFS, VeritasSF

OpenVMS RMS

Solaris NFSv4 NFSv3, CXFS, QFS, VeritasSF

Windows-x86 CIFS CXFS, NFS

z/OS Sharing DASD across Sysplex

Transfer CFT 3.3.2 Installation Guide 50 2 Install

Transfer CFT transferable application files You can use any POSIX compliant shared file system for transferable application files.

Using a shared file system In a multi-node context, a shared file system allows multiple applications to access the same files at the same time. Two typical shared file system implementations are NAS (network attached storage) and SAN (storage area network). This section describes GPFS, NFSv4, AWS EFS, and CIFS as they pertain to Transfer CFT multi-node installations.

Note In Transfer CFT, you can use any Portable Operating System Interface (POSIX) compliant shared file system for transferable application files.

Using GPFS as a shared file system GPFS, General Parallel File System, is the shared file system of choice for Transfer CFT. It provides high-speed file access for Transfer CFT when executing in a multi-node architecture.

Use the default setting for GPFS usage

By default the shared file system is set to unknown, the value to use for GPFS. If you are uncertain as to the file system setting for the Transfer CFT internal data files, execute the following command to return to the default setting: CFTUTIL uconfunset id=cft.multi_node.shared.filesystem.type

Using NFSv4 as a shared file system The recommendations in this section apply to a Transfer CFT multi-node, multi-host architecture based on an NFSv4 shared file system. To implement a Transfer CFT active/active architecture using NFS, version 4 is mandatory. This is because NFSv4 can detect host failures (unlike NFSv3). With host failure detections possible, Transfer CFT can restart another host's nodes when necessary.

To implement active/active Transfer CFT you must use NFSv4 for the Transfer CFT runtime directory, which contains internal data such as the catalog, log, communication file, etc. Other versions of NFS are not supported for the runtime directory. For file exchanges, you can use either NFSv4 or v3. NFSv3 is not described in this document.

l Required NFSv4 mount options

l Mount options summary

l Synchronous / asynchronous option impact

l Tuning NFSv4 locking for node failover

l Troubleshoot an NFS lock daemon issue

Transfer CFT 3.3.2 Installation Guide 51 2 Install

Define NFS as the shared file system

Execute the following command to enable the Transfer CFT internal data files to reside on a NFSv4 file system. Enter the nfs value in lower case:

CFTUTIL uconfset id=cft.multi_node.shared.filesystem.type, value=nfs

Required NFSv4 mount options

Define the NFS version If version 4 is not your NFS subsystem's default, you must specify version 4 when defining the mount options. Depending on your OS, use either the vers or nfsvers option.

Set the hard and nointr options Mount NFSv4 using the hard and nointr options. The intr mount option should not be available for NFSv4, but if you are in doubt, you should explicitly specify the nointr option.

Define file locking Because Transfer CFT uses POSIX file locking services to synchronize shared files, make sure that the NFS clients report these locks to the NFS server. Depending on the NFS client, the corresponding option to tune may be called local_lock, llock, or nolock. Do not enable the local locking option.

Set the cto option NFS implements a weak data consistency called "Close To Open consistency" or cto. This means that when a file is closed on a client, all modified data associated with the file is flushed from the server. If your NFS clients allow this behavior, be certain that the cto option is set.

Mount options summary The following table summarizes the recommended NFSv4 mount options. Note that depending on the OS platform, only one of the three locking options should be available.

Correct option Incorrect option

vers=4 (or nfsvers=4) not specified or value <= 4

Transfer CFT 3.3.2 Installation Guide 52 2 Install

Correct option Incorrect option

hard (default) "soft" specified

nointr (not the default) "intr" specified

llock not specified "llock" specified

lock (default) "nolock" specified

local_lock=none (default) any other value specified

cto (default) "nocto" specified

Synchronous versus asynchronous option

To improve performance, NFS clients and NFS servers can delay file write operations in order to combine small file IOs into larger file IOs. You can enable this behavior on the NFS clients, NFS servers, or on both, using the async option. The sync option disables this behavior.

Client On the client side, use the mount command to specify the async/sync option.

Async The NFS client treats the sync mount option differently than some other file systems. If neither sync nor async is specified (or if async is specified), the NFS client delays sending application writes to the server until any of the following events occur:

l Memory limitations force reclaiming of system memory resources.

l Transfer CFT explicitly flushes file data (PeSIT synchronization points, for example).

l Transfer CFT closes a file.

This means that under normal circumstances, data written by Transfer CFT may not immediately appear on the server that hosts the file.

Sync If the sync option is specified on a mount point, any system call that writes data to files on that mount point causes that data to be flushed to the server before the system call returns control to Transfer CFT. This provides greater data cache coherence among clients, but at a significant cost to performance.

Transfer CFT 3.3.2 Installation Guide 53 2 Install

Server On the server side, use the exports command to specify the async/sync option (NFS server export table).

Async The async option allows the NFS server to violate the NFS protocol and reply to requests before any changes made by that request have been committed to stable storage (the disk drive, for example), even if the client is set to sync. This option usually improves performance, however data may be lost or corrupted in the case of an unclean server restart, such as an NFS server crash.

This possible data corruption is not detectable at the time of occurrence, because the async option instructs the server to lie to the client, telling the client that all data was written to stable storage (regardless of the protocol used).

Sync Enables replies to requests only after the changes have been committed to stable storage.

Note For more information on these options, refer to NFS mount and export options in the UNIX man pages (for example, here).

Synchronous / asynchronous option impact

Client Server Internal data Transferable Performance data

Sync Sync 1 1 Low

Sync Async 2 (secure the NFS server) 2 (secure the Medium NFS server)

Async Sync 1 (if cft.server.catalog. 1 (when using Medium - high sync.enable=Yes) sync points)

Async Async 3 3 High

Legend:

l 1 = Secure

l 2 = Fairly secure

l 3 = Not secure

l Internal data = Transfer CFT runtime files, such as the catalog

l Transferable data = Files exchanged using Transfer CFT

Transfer CFT 3.3.2 Installation Guide 54 2 Install

Tuning NFSv4 locking for node failover

The NFSv4 locking lease period affects the Transfer CFT delay required to detect node failovers. The default value for this parameter is typically 90 seconds. On systems where this parameter is tunable, configuring a shorter value can significantly reduce Transfer CFT node failovers.

Troubleshoot an NFS lock daemon issue with no error message

When transferring files that are located in a Network File System, an NFS locking issue (lockd) may occur if the correct port is not open on the firewall.

Symptom

l Flow transfers hang in the phase T and phasestep C, with a timeout but no error message.

Remedy

l Check that the correct port for the lockd service is open on the firewall (default=4045).

Using AWS EFS as a shared file system The recommendations in this section apply to a Transfer CFT multi-node, multi-host architecture based on an Amazon Web Services (AWS) Elastic File System (EFS) shared file system.

When using AWS EFS, you cannot set the server options; only the client is configurable.

This system is based on NFSv4. For more information on NFSv4, please see Using NFSv4 as a shared file system.

This shared file system has features that impact performance, as compared to a traditional NFS:

l Distributed systems replicating data

l Processing does not continue until all data is replicated

Using CIFS as a shared file system Windows only

CIFS, Common Internet File System, shares files across corporate intranets and the Internet, and is available as a shared file system when running Transfer CFT in a Windows environment.

Installer functions

Installer functions This section describe functions you can perform with the installer.

Transfer CFT 3.3.2 Installation Guide 55 2 Install

Display command The display command lists information about all installed products. The command is named display.bat on Windows and display.sh on UNIX and Linux. Run it from the root installation directory.

When run without parameters, the command lists all installed products and versions and all applied service packs.

Use the name parameter to display the installation history of a single product. For example:

display -n

Install product To start the installer to install a product:

Locate and run the setup file in the root folder of the installation package you downloaded from the Axway support site and uncompressed or unzipped.

GUI mode

setup.sh

Console mode

setup.sh -m console

Configure product This section describes running the installer in configure mode to change a product's configuration.

The following describes running the installer in configure mode.

GUI mode

configure.sh –m gui

Console mode

configure.sh –m console

Note If you do not want to use either the GUI or console modes to configure your installation, refer to the Silent mode.

About host name Host name corresponds to the object assigned to a physical server. In the installer, host name is required for the following reasons:

Transfer CFT 3.3.2 Installation Guide 56 2 Install

l In a license key page, to validate that the entered key matches the host name. In this case, enter only the host name (without the domain name) and make sure not to confuse Hostname with Logical Server Name.

l In a page where you configure which network interface the product is going to listen for an incoming connection. In this case, enter one of the following values:

o Host name

o The fully qualified name (host name and domain name)

o IP address of the machine

o Specific string (0.0.0.0 or *) indicating that you want the product to listen on all network interfaces if your machine has more than one

o Logical host name or IP address if you are doing an installation on a machine that is part of a cluster

l In a page where you configure how your product is going to connect to another product. In this case, it is strongly recommended to use either the fully qualified name or the IP address of the remote machine. If the remote machine you are connecting to is a cluster, then use the logical, fully qualified cluster host name or IP address.

Using a temporary directory The installer needs a temporary directory when it starts to unzip and prepare the environment it requires for product or update installation. The temporary directory it uses is the first %TMPDIR%, %TMP% or %TEMP% environment variable that is not null. It is very important that the value of the variable does not contain any spaces. If it does, a NullPointerException java error occurs.

You can force the use of another temporary directory by setting the following environment variable, TEMPORARY_DIR.

If you do this make sure the temporary directory has:

l Enough disk space

l Read/write access for starting the installer

Installation modes You can use the following installer installation modes.

l GUI mode is supported on Windows, UNIX and Linux. However, to use on UNIX platforms, the installer requires an X-Window environment. To use an X-Window distributed environment, you must export the DISPLAY environment variable: export DISPLAY=myhost.mydomain:0.0

l Console mode displays a series of prompts requiring user responses or actions.

l Silent mode enables you to perform an installation or configuration in a non-interactive mode. You do not have to enter any parameters in the GUI or console.

Transfer CFT 3.3.2 Installation Guide 57 2 Install

Installer functions The installer command files are for invoking installer functions in GUI or console mode.

Before installing, install is the only available function, invoked with the setup file in the root directory of the installation package.

After installing, the configure, update and uninstall functions are available. The scripts for those functions are in the root installation directory.

Function Mode UNIX/Linux

Install GUI setup.sh

Console setup.sh –m console

Configure GUI configure.sh

Console configure.sh –m console

Update GUI update.sh

Console update.sh –m console

Uninstall GUI uninstall.sh

Console uninstall.sh –m console

The configure function lets you change settings that were applied during installation.

The update function lets you apply or remove service packs and patches.

After installing the following functions are available:

l Install product

l Configure product

l Update product and Remove updates

l Uninstall product

l Transfer installation packages on remote machines

JRE customization To avoid compatibility issues for a product based on Java, Axway provides the correct JRE, which is installed during the product installation. However, a lightweight installer does not have a JRE. You start the installer with the JRE already installed on your machine. In other words, the installer runs with an external rather than internal JRE.

The advantages are that it allows you more flexibility and saves you on disk space storage.

The infrastructure dependent artifact of the installer is separated into two artifacts (tools and java).

Transfer CFT 3.3.2 Installation Guide 58 2 Install

All Axway products can use an external JRE. This is specifically useful for C coded products as downloading the JREs is no longer mandatory as part of an installation kit.

Installer-dependent deliverables The installer-dependent artifacts are in two parts (tools and java), now that using a standard JRE is optional.

The names of the two artifacts have not changed from the previous ones except they have a -tools and -java suffix:

l The Axway_Installer_VG.M.m_-tools artifact contains the necessary tools required by the installer which are platform specific and are still mandatory in the installation kit.

l The Axway_Installer_VG.M.m_-java artifact contains the standard JREs delivered by the installer which are platform specific and are now optional.

Run the installer using an external JRE To run the installer with an external JRE:

l Set the AXWAY_JAVA_HOME environment variable or JAVA_HOME environment variable.

l The installer starts in the following order of precedence with the JRE specified in the:

l Installation kit in the Java/ folder

l AXWAY_JAVA_HOME

l JAVA_HOME

The environment variables need to point to the root of the JRE installation. The Java instance will run from /bin/java.

Run a product using an external JRE This section describes running products after installing in various modes.

Normal installation When you perform a clean installation with the installer using an external JRE, all installed products are configured to use the external JRE. This also means the installer cannot install products that do not support the external JRE.

When you run the installer with either an internal or external JRE for the purpose of managing an existing installation (adding additional features or products), all the products including the newly installed ones will use the JRE configured for the existing installation and not the JRE configured to run with the installer.

When you run the installer in configure mode, it does not apply any changes on the type of internal JRE used. If the installation is configured to use an external JRE, all products are reconfigured to use the new paths specified in the environment variables.

Transfer CFT 3.3.2 Installation Guide 59 2 Install

Caution To set the JRE, the installer uses the path specified in the environment variable at install time, not the environment variable itself. This means that any manual changes you make to the environment variables will not be taken into account. If you want to change the external JRE used by an installation you need to first change the value of the environment variable and then run installer in Configure mode on that installation.

Note that some products do not currently support reconfiguring the Java path. It means that for these products, the Java path cannot be modified using the installer and, if necessary, will have to be done manually.

Caution Do not modify or delete the paths specified in the environment variables used to set the external JRE after installation. If you make any changes to these paths, it will directly affect the functioning of all the installations configured to use them. You should handle any modifications to these environment variables and Java paths with extreme caution.

Silent installation The parameters from silent files used for specifying the JRE to use will always be overwritten depending on the context of the installation:

For example if you have silent files made from a package which contained Java and a silent installation that is generated with a package without the embedded Java:

l The installer re-computes the Java paths required by the products, and transparently ignores the corresponding settings in the silent file (if any)

l The reverse case is handled in the same manner

Transfer CFT 3.3.2 Installation Guide 60 Post installation 3

Verify your installation You can check the installation log in the /install.log file. See the installation troubleshooting section of the User Guide if you encounter problems with starting Transfer CFT or registering with Central Governance.

Installed directories (missing or bad snippet)

Register with Central Governance Begin your registration with Central Governance by starting the Copilot server, which launches the registration process.

Start Copilot To set the environment variables from the runtime directory prompt enter:

../profile

To start the Copilot server, run the command:

copstart

Verify the Transfer CFT registration with Central Governance

Log in to Central Governance If you have not already done so, log on Central Governance.

Transfer CFT 3.3.2 Installation Guide 61 3 Post installation

In Central Governance from the Product page, check the Product List for your installed Transfer CFT.

See the Troubleshooting installation section in the Transfer CFT User Guide for tips in case of an error.

Start Transfer CFT server To start Transfer CFT from the Central Governance interface, use the following procedure.

1. Click Products on the top toolbar to open the page. 2. Select the product (Transfer CFT) to start. 3. Click Start. When started successfully, the Status column displays Started.

View log using Central Governance 1. Click the name of the Transfer CFT system on the Product List page to open its details page.

2. Click Logs on the right side of the page.

The log page is displayed where you can:

l Click Refresh anytime to update the log entries.

l Sort the entries by newest or oldest.

l Filter the entries, saving filters for future use.

Note For details on starting, stopping and viewing the Transfer CFT refer to the Central Governance User Guide.

62 Installation Guide Transfer CFT 3.3.2 Update, upgrade, or migrate 4

Start here: Upgrade, update, and migration This chapter is designed to assist administrators or users who are tasked with updating Transfer CFT, or upgrading or migrating from an existing Transfer CFT version to Transfer CFT 3.3.2.

Updates versus upgrade or migrate

About updates An update brings Transfer CFT up-to-date with a patch or service pack offering fixes and minor enhancements. For example, you can update a Transfer CFT 3.1.3 SP3 to Transfer CFT 3.1.3 SP8. See Updating Transfer CFT.

About upgrades An upgrade is the process of updating to a newer, enhanced version of the software. For example, you can update a Transfer CFT 3.1.3 to Transfer CFT 3.2.4. See Upgrading Transfer CFT.

Axway provides Upgrade Packs for products to simplify the process of updating from a previous version. When upgrading, you run the Axway Installer to apply the Upgrade Pack using a procedure that is similar to updating an Axway product. For more information, go to Upgrading Transfer CFT or Upgrading Transfer CFT in multi-node architecture.

This mode has the following advantages (as compared to a migration):

l Allows you to update in the same location

l You can perform this automatically using the Installer, and you can revert to previous state if needed

l Scripts and APIs remain intact and only require a recompilation for the APIs

This mode has the following restriction:

l You must uninstall the upgrade pack if you need to rollback.

l You cannot upgrade on versions older than version 2.6.x.

Transfer CFT 3.3.2 Installation Guide 63 4 Update, upgrade, or migrate

About migrations A migration means that an initial Transfer CFT is installed in a directory that is not removed or overwritten by the procedure. You can use the OS-appropriate installation kit to install the Transfer CFT 3.3.2 in a new directory, and select the installation option to migrate the existing configuration to this new version. You are only required to provide the path of the Transfer CFT (n-1) version to retrieve this old configuration.

The Transfer CFT versions that are available to migrate include 2.3.2, 2.4, 2.5, 2.6, 2.7, 3.0.1, 3.1.2x, and 3.2.x.

Note If you are migrating from a previous version of Transfer CFT, be sure to check the Release Notes for new features as well as deprecated features and supported platforms per release.

About install and automatic import You can use an automatic installation procedure to migrate from your current version of Transfer CFT to Transfer CFT 3.3.2. This auto-migration procedure occurs when you perform the Transfer CFT 3.3.2 installation.

This mode has the following advantages:

l The new installation occurs in a new location, and existing configuration elements and data can be automatically imported

l You can install and auto import from versions older than version 2.6.x.

l You can choose to use either of the versions, if needed, in case of an issue with one of the installations

Note Configuration and data, such as the catalog, are in two separate locations and data are not shared.

This mode has the following restriction:

l You must copy scripts and APIs from the previous version to the new installation.

About standard migrations A standard migration procedure, also used for migrating your existing Transfer CFT to Transfer CFT 3.3.2, is available.

The general procedure for migrating from a previous version of Transfer CFT to Transfer CFT 3.3.2 is as follows:

1. Export existing information from the previous version. Details vary depending on the existing Transfer CFT version. 2. Import the exported information into Transfer CFT 3.3.2.

This mode has the following advantages:

l Because this migration is not automated, you can customize as needed.

l You can perform a standard migration to move from versions older than version 2.6.x.

Transfer CFT 3.3.2 Installation Guide 64 4 Update, upgrade, or migrate

Update or upgrade using Central Governance Central Governance simplifies the management of Transfer CFT and provides identity and access management, certificate security services, monitoring, alerting, and web dashboard services. If you are using Transfer CFT 3.3.2 with Central Governance, you can use the information in Activate Central Unified Flow Management connectivity to configure and register with Central Governance.

Central governance allows you to update (to the latest Transfer CFT Service Pack or patch) or upgrade Transfer CFT (as of Transfer CFT 3.2.4 with the latest SP to the new Transfer CFT version). However, you cannot perform a Transfer CFT migration using Central Governance.

Note You cannot perform an upgrade on the following platforms: z/OS or IBM i.

Important information Important information before performing an upgrade or install auto-import procedure:

l You must update your Transfer CFT to the most recent service pack version.

l Upgrade the Axway Installer to 4.10, if you are not at this version or higher, prior to upgrading your Transfer CFT 3.3.2.

l If needed, you can uninstall an Upgrade Pack. Doing so rolls back to the previous version before the upgrade, but all transfers and configuration modifications that were performed since the upgrade are lost.

l Backup Transfer CFT before beginning an upgrade or migration procedure.

l Before beginning the upgrade or migration procedure stop the existing version of Transfer CFT and the GUI server.

More information If you encounter issues when migrating Transfer CFT, contact Axway Support at https://support.axway.com.

Determine the installer and product versions You should determine the product and Installer version and service pack level prior to upgrading or updating. You can use the following procedure on any version of the Axway Installer. For more information on the installer, see Installer functions on page 55 and JRE customization on page 58.

Start the Axway installer using the version appropriate command

l Versions lower than 4.5: setupUNIX.sh update

l Versions higher than 4.5: update.sh

Follow the screen instructions to display information, and check the:

Transfer CFT 3.3.2 Installation Guide 65 4 Update, upgrade, or migrate

l Axway Installer version and the most recently installed SP level

l Transfer CFT version and the most recently installed SP level

Alternatively, you can use the display command to list information about all installed products.

l Run the command from the root installation directory.

l When you run this command without parameters, the command lists all installed products and versions, and all applied service packs.

./display.sh

Use the name parameter, - n, to display the installation history of a single product.

Transfer CFT 3.3.2 Installation Guide 66 Update Transfer CFT This section describes how to update Transfer CFT with a patch or service pack. You can manually perform the operation, or use Central Governance. This section describes how to install or uninstall the update, using silent or console mode.

Download the update file Download product updates from the Axway support website to the machine you where you want to perform the update. Please note that the update file is a zip file. Do not unzip this file.

Tip To avoid possible issues if you decide to uninstall a service pack, it is recommended that you install Transfer CFT 3.2.4 SP1 before installing SP2 or higher.

Check product details Use the display command to check the version and product details prior to updating, as displayed in red below:

./display.sh -n Transfer_CFT Transfer_CFT V3.2.4 SP1 Composite: Transfer_CFT_3.2.4_SP2

Note Prior to beginning the update, check the product details as described in Determine the installer and product versions.

Impacted directories when updating a product When you install a service pack, the contents of the home directory are updated, but the runtime directory remains untouched. This is so that your customizations, such as APIs, are not overwritten.

Use Central Governance for updates You can easily perform Transfer CFT updates and apply Service Packs using Central Governance as of Transfer CFT 3.1.3. Please see the Central Governance documentation for details. Because Central Governance can manage all update operations in a centralized fashion (without intervention on the Transfer CFT side), there is no need to stop the product components on the Transfer CFT machine.

Note that from the Central Governance interface you cannot:

l Remove service packs or patches.

l Update Transfer CFTs installed in multi-node/multi-hosts from Central Governance.

Transfer CFT 3.3.2 Installation Guide 67 Install a standard update Stop Transfer CFT prior to installing a service pack or patch.

Update in silent mode Use the following command to update Transfer CFT in silent mode:

l update.sh -i

Example

./update.sh -i Transfer_CFT_3.2.4-SP1_linux-x86-64.zip

Update in console mode Use the following command to update Transfer CFT in console mode:

update.sh -m console

Uninstall an update This section describes uninstalling a patch or service pack. You can uninstall updates in GUI or console mode.

Uninstall updates in silent mode Use this command to retrieve the name to uninstall:

./update.sh -u Transfer_CFT_3.2.4_SP2

Use the following command to uninstall a patch or SP in silent mode:

update.sh -u

Example

update.sh -u Transfer_CFT_3.2.4-SP1_linux-x86-64.zip

Transfer CFT 3.3.2 Installation Guide 68 Uninstall updates in console mode

1. From the installation root directory, launch the installer in update mode: update.sh –m console 2. In the Welcome section, press Enter to continue. 3. In the License agreement section, accept the terms of the license agreement. 4. In the Updates Management section, select option [2] Manage patches and/or service pack. A list of products to update displays. 1. Select the update you want to uninstall. 2. When you move to the next section, Updates Management is displayed again, where you can perform another update action if you need to. If you do not have anymore updates to do, move to the next section. 3. Start the update execution. 4. Review the summary and exit.

Install patches and service packs in a multi- node, multiple host environment This section describes the procedure to apply a patch or service pack on a multi-node architecture based on N hosts. You update a Transfer CFT multi-node architecture with multi-hosts using the same procedure as for a patch or service pack, one host at a time.

Note Transfer CFT clusters can still run while performing an update.

1. Connect to the first host. 2. Stop all nodes running on this host by running the command: copstop Copilot services are stopped, and local nodes are automatically re-started on the other hosts. 3. Check that the nodes are re-started by using the command: CFTUTIL listnode 4. Install the patch or the service pack as usual using the Axway Installer. 5. Start Copilot services. 6. Connect to the next host and repeat the procedure starting at of Step 2 (above).

Transfer CFT 3.3.2 Installation Guide 69 Upgrade Transfer CFT This section explains how to upgrade an existing Transfer CFT from versions 2.6 through 3.2.4 to Transfer CFT 3.3.2. It begins by detailing the prerequisites for a standalone (non multi-node) upgrade. For details on upgrading a multi-node installation, see Upgrade a Transfer CFT multi-node installation on page 82.

About upgrades All passwords stored in the UCONF dictionary, or in the the Transfer CFT databases (for example, CFTPART, CFTPARM) are cyphered using the key generated at installation. If you are performing an upgrade, all passwords are cyphered using a hard-coded key. We recommend that you generate an encryption key.

Transfer CFT 3.1.3 introduced the CUP, Composite Upgrade Package, feature. This functionality enables you to upgrade both the installer and the product simultaneously.

Note See also silent mode for details on using the silent installation method.

Before you start Before beginning the upgrade procedure, you should:

l You require the product and Installer version number and SP level in order to choose the appropriate procedure. See the section Determine the installer and product versions on page 65Upgrade Transfer CFT on page 70

l Download the Transfer CFT Upgrade Pack, available at support.axway.com.

l Stop the Transfer CFT server and the Transfer CFT UI server, by entering:

o cft stop

o copstop -f

Use Central Governance to upgrade Transfer CFT You can perform Transfer CFT upgrades using Central Governance. However, from the Central Governance interface you cannot remove service packs or patches, and can only upgrade Transfer CFT as of Transfer CFT 3.1.3 with last service pack (to the latest version). You cannot perform a Transfer CFT migration via Central Governance.

Please refer to the Central Governance documentation for details.

Transfer CFT 3.3.2 Installation Guide 70 Upgrade Transfer CFT 2.6.4 to 3.3.2 Preconditions: Minimum versions for this procedure

This upgrade requires that your current installation is at least at the version levels listed below. Read the Before you start prior to beginning this procedure.

l Transfer CFT version: 2.6.4_SP7

l Axway Installer version: 4.3.1_SP2

l Embedded JRE version: 1.5.0_15

Note Update the product key between versions (after completing the upgrade).

Step 1: Upgrade to Axway Installer 4.4.0 SP8 or the latest SP

Run the Axway Installer in update mode.

1. Start the Axway Synchrony Installer in update mode, shown here in the default installation directory:

Unix/Linux: ***Axway/Synchrony/setupUNIX.sh update

2. Apply the Synchrony_Installer_4.4.0_UP7-from-4.3.1_win-x86-64_BN16272.jar. 3. Start the Axway Synchrony Installer in update mode.

Unix/Linux: ***Axway/Synchrony/setupUNIX.sh update

4. Apply the Synchrony_Installer_4.4.0_SP8_allOS_BN25804.jar.

Step 2: Upgrade to JRE 160

Use the Axway JREUpdateTool to upgrade to JRE 1.6. This Axway tool is available on the Axway Support site.

1. Unzip the JREUpdateTool_4.4.0_Utility_*****_BN1205240348.zip.

Where ***** represents the platform

Example: JREUpdateTool_4.4.0_Utility_win-x86-64_BN1205240348.zip

2. Upgrade to Java 1.6 using the appropriate command:

Unix/Linux: /updatejre.sh /home/user/Axway/Synchrony/

Step 3: Upgrade to Axway Installer 4.5.0 SP4 or the latest SP

Run the Axway Installer in update mode.

1. Start the Axway Synchrony Installer in updated mode:

setupUNIX.sh update

2. Apply the Synchrony_Installer_4.5.0_UP1-from-4.4.0-4.4.1_allOS_BN1204251050.jar. 3. Start the Axway Installer.

Transfer CFT 3.3.2 Installation Guide 71 Note The program commands change in this step! update.sh

4. Apply the Axway_Installer_4.5.0_SP4_allOS_BN22715.jar.

Step 4: Upgrade to JRE 160 update 37 using the JREUpdateTool

Use the Axway JREUpdateTool to update the JRE.

1. Unzip the JREUpdateTool_4.5.0_Utility_*****_BN1211090726.zip

Where ***** represents the platform

Example: JREUpdateTool_4.5.0_Utility_win-x86-64_BN1211090726.zip

2. Upgrade to Java 1.6 using the appropriate command:

/updatejre.sh /home/user/Axway/Synchrony/

Step 5: Upgrade to Axway Installer 4.8.0

Run the Axway Installer in update mode.

1. Start the Axway Installer.

update.sh

2. Apply the Axway_Installer_4.8.0_UP2-from-4.5.x-4.6.1-4.7.0_*****_multiOS_BN2.jar.

Where ***** represents the platform

Example: Axway_Installer_4.8.0_UP2-from-4.5.x-4.6.1-4.7.0_win-x86_multiOS_ BN2.jar

Step 6: Upgrade to Transfer CFT 3.1.3

Run the Axway Installer in update mode.

1. Start the Axway Installer.

update.sh

2. Apply the Transfer_CFT_3.1.3_UP1-from-2.6.2-2.6.3-2.6.4-2.7.0-2.7.1-3.0.1-3.1.2_*****_ BN8294000.jar

Where ***** represents the platform

Example: Transfer_CFT_3.1.3_UP1-from-2.6.2-2.6.3-2.6.4-2.7.0-2.7.1-3.0.1-3.1.2_ win-x86-64_BN8294000.jar

Step 7: Upgrade to the latest Transfer CFT 3.1.3 Service Pack

Use the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.1.3_SP*****.zip

Where ***** represents the SP level and the platform

Transfer CFT 3.3.2 Installation Guide 72 For example, Transfer_CFT_3.1.3_SP3_aix-power-64_BN8712000.zip

Note In this step you are working with a zip file (not a jar file as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file.

Step 8: Upgrade to the Transfer CFT 3.3.2 Upgrade Pack

Use the Axway Installer in update mode.

1. Start the Axway Installer using one of the two installation modes:

Silent mode: update.sh -i

Interactive mode: update.sh

2. Apply the Transfer_CFT_3.x.y_UP****-from-3.1.3_*****_BN*****.zip.

Where ***** represents the SP level and the platform

For example, Transfer_CFT_3.3.2_UP1-from-3.1.3_aix-power-32_BN9815000.zip

Note In this step you are working with a zip file (not a jar file as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file.

Step 9: Update Transfer CFT 3.3.2 to the latest Service Pack

Transfer CFT 3.3.2 Installation Guide 73 Upgrade Transfer CFT 2.7.1 to 3.3.2 Preconditions: Minimum versions for this procedure

This procedure requires that your current installation be at least at the levels listed below.

l Transfer CFT version 2.7.1_SP10

l Axway Installer version 4.4.0_SP8 or 4.4.1_SP3

l Embedded JRE version: 160

Note Remember to update the product key between versions (after completing the upgrade).

Step 1: Upgrade to JRE 160

Use the Axway JREUpdateTool to perform the JRE update.

1. Unzip the JREUpdateTool_4.4.0_Utility_*****_BN1205240348.zip

Where ***** represents the platform

For example, JREUpdateTool_4.4.0_Utility_win-x86-64_BN1205240348.zip

2. Use the following command to upgrade to Java 1.6:

chmod 755 *.sh/updatejre.sh /home/user/Axway/Synchrony

Step 2: Upgrade to the Axway Installer 4.5.0_SP4 or the latest SP

Run the Axway installer in update mode.

1. Start the Axway Synchrony Installer, shown here in the default installation directory:

***Axway/Synchrony/setupUNIX.sh update

2. Apply the Synchrony_Installer_4.5.0_UP1-from-4.4.0-4.4.1_allOS_BN1204251050.jar. 3. Start the Axway Synchrony Installer.

Note The program commands change in this step!

Unix/Linux: update.sh

4. Apply the Axway_Installer_4.5.0_SP4_allOS_BN22715.jar.

Step 3: Upgrade to JRE 160 update 37

Use the Axway JREUpdateTool to update the JRE level.

1. Unzip the JREUpdateTool_4.5.0_Utility_*****_BN1211090726.zip

Where ***** represents the platform

For example, JREUpdateTool_4.5.0_Utility_win-x86-64_BN1211090726.zip

2. Upgrade to Java 1.6 using the appropriate command:

/updatejre.sh /home/user/Axway/Synchrony/

Step 4: Upgrade to Axway Installer 4.8.0

Transfer CFT 3.3.2 Installation Guide 74 Run the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Axway_Installer_4.8.0_UP**-from-4.5.x-4.6.1-4.7.0_*****_multiOS_BN2.jar

Where ** is the UP version and ***** represents the platform

For example, Axway_Installer_4.8.0_UP2-from-4.5.x-4.6.1-4.7.0_win-x86_multiOS_ BN2.jar

Step 5: Upgrade to Transfer CFT 3.1.3

Run the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.1.3_UP**-from-2.6.2-2.6.3-2.6.4-2.7.0-2.7.1-3.0.1-3.1.2_*****_ BN8294000.jar

Where ** is the UP version and ***** represents the platform.

For example, Transfer_CFT_3.1.3_UP2-from-2.6.2-2.6.3-2.6.4-2.7.0-2.7.1-3.0.1- 3.1.2_win-x86-64_BN8294000.jar

Step 6: Upgrade to the latest Transfer CFT 3.1.3 Service Pack

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.1.3_SP*****.zip

Where ***** represents the SP level and the platform

Example: Transfer_CFT_3.1.3_SP3_aix-power-64_BN8712000.zip

Note In this step you are now working with a zip file (it was a jar file in previous Installer versions). Do NOT unzip/uncompress the zip file.

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file.

Step 7: Upgrade to Transfer CFT 3.3.2 Upgrade Pack

Use the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.x.y_UP****-from-3.1.3_*****_BN*****.zip.

Where ***** represents the SP level and the platform

For example, Transfer_CFT_3.3.2_UP1-from-3.1.3_aix-power-32_BN9815000.zip

Transfer CFT 3.3.2 Installation Guide 75 Note In this step you are working with a zip file (not a jar file as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file.

Step 8: Update Transfer CFT 3.3.2 to the latest Service Pack

Transfer CFT 3.3.2 Installation Guide 76 Upgrade Transfer CFT 3.0.1 to 3.3.2 Preconditions: Minimum versions for this procedure

This procedure requires that your current installation is at least at the levels listed below.

l Transfer CFT 3.0.1_SP9

l Installer 4.5.0_SP4

l Embedded JRE version: JRE 160

Note Remember to update the product key between versions.

Step 1: Upgrade to Axway Installer 4.8.0

Use the Axway Installer in update mode:

1. Start the Axway Installer:

update.sh

2. Apply Axway_Installer_4.8.0_UP2-from-4.5.x-4.6.1-4.7.0_*****_multiOS_BN2.jar

Where ***** represents the platform

For example, Axway_Installer_4.8.0_UP2-from-4.5.x-4.6.1-4.7.0_win-x86_multiOS_ BN2.jar

Step 2: Upgrade to Transfer CFT 3.1.3

Run the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.1.3_UP**-from-2.6.2-2.6.3-2.6.4-2.7.0-2.7.1-3.0.1-3.1.2_*****_ BN8294000.jar

Where ** is the UP version and ***** represents the platform.

Example: Transfer_CFT_3.1.3_UP2-from-2.6.2-2.6.3-2.6.4-2.7.0-2.7.1-3.0.1-3.1.2_ win-x86-64_BN8294000.jar

Step 3: Upgrade to the latest Transfer CFT 3.1.3 Service Pack

Run the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.1.3_SP*****.zip

Where ***** represents the SP level and the platform

Example: Transfer_CFT_3.1.3_SP3_aix-power-64_BN8712000.zip

Transfer CFT 3.3.2 Installation Guide 77 Note In this step you are working with a zip file (not a jar file as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

Step 4: Upgrade to Transfer CFT 3.3.2 Upgrade Pack

Use the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.y.z_UP****-from-3.1.3_*****_BN*****.zip.

Where ***** represents the SP level and the platform

For example, Transfer_CFT_3.3.2_UP1-from-3.1.3_aix-power-32_BN9815000.zip

Note In this step you are working with a zip file (not a jar file as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file.

Step 5: Update Transfer CFT 3.3.2 to the latest Service Pack

Transfer CFT 3.3.2 Installation Guide 78 Upgrade Transfer CFT 3.1.x to 3.3.2 Preconditions: Minimum versions for this procedure

The current installation must be at least at the levels listed below.

l Transfer CFT version is 3.1.3

Note Remember to update the product key between versions.

Step 1: Upgrade to the latest Transfer CFT 3.1.3 Service Pack

Run the Axway Installer in update mode.

1. Launch the Axway Installer

update.sh

2. Apply the Transfer_CFT_3.1.3_SP*****.zip

Where ***** represents the SP level and the platform

Example: Transfer_CFT_3.1.3_SP3_aix-power-64_BN8712000.zip

Note In this step you are working with a zip file (not a jar as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

Step 2: Upgrade to Transfer CFT 3.3.2 Upgrade Pack

Use the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Note In this step you are working with a zip file (not a jar file as in earlier Installer versions). Do NOT unzip/uncompress the zip file.

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file. 4. Apply the Transfer_CFT_3.y.z_UP****-from-3.1.3_*****_BN*****.zip.

Where ***** represents the SP level and the platform

For example, Transfer_CFT_3.3.2_UP1-from-3.1.3_aix-power-32_BN9815000.zip

Step 3: Update Transfer CFT 3.3.2 to the latest Service Pack

Transfer CFT 3.3.2 Installation Guide 79 Upgrade Transfer CFT 3.2.x to 3.3.2 Upgrade to Transfer CFT 3.3.2

Use the Axway Installer in update mode.

1. Start the Axway Installer:

update.sh

2. Apply the Transfer_CFT_3.y.z_UP****-from-3.1.3_*****_BN*****.zip.

Where ***** represents the SP level and the platform

For example, Transfer_CFT_3.3.2_UP1-from-3.1.3-3.2.2_aix-power-32_ BN10690000.zip

3. If necessary, add the Transfer CFT 3.x license key in the conf/cft.key file. 4. Update Transfer CFT 3.3.2 to the latest Service Pack.

Transfer CFT 3.3.2 Installation Guide 80 Post upgrade After completing the upgrade procedure, your Transfer CFT 3.3.2, exec scripts are operational. However, you must rebuild your programs that use C and COBOL APIs and exits.

After performing an upgrade, all passwords are cyphered using a hard-coded key. We recommend that you generate an encryption key as described in Generate an encryption.

Check the new version To check the Transfer CFT version, as well as the license key and system information, enter the command:

CFTUTIL ABOUT

Transfer CFT 3.3.2 Installation Guide 81 Upgrade a Transfer CFT multi-node installation This section describes how to upgrade a multi-node, multihost Transfer CFT from version 3.0.1, 3.1.2, 3.1.3 or 3.2.x to Transfer CFT 3.3.2.

Before you start Before beginning the upgrade procedure:

l You require the product and Installer version number and SP level in order to choose the appropriate procedure. See the section Determine the installer and product versions on page 65Upgrade Transfer CFT on page 70

l Download the Transfer CFT Upgrade Pack, available at support.axway.com.

l Stop the Transfer CFT server and the Transfer CFT UI server, by entering:

o cft stop

o copstop -f

Note Transfer CFT clusters must be fully stopped while performing an upgrade.

Transfer CFT 3.3.2 Installation Guide 82 Upgrade Transfer CFT 3.0.1 multi-node to 3.3.2 For details on shared disks, node commands, and other multi-node considerations, refer to the Transfer CFT 3.3.2 User Guide > Manage multi-node architecture.

Upgrade all hosts

1. Connect to each machine. Launch the Transfer CFT profile from the Transfer CFT runtime directory on the shared disk. For example:

cd ///Transfer_CFT/runtime . ./profile

2. On each host, stop Copilot. This command stops Copilot as well all Transfer CFT nodes running on that machine.

copstop -f

3. Check the status of each Transfer CFT node:

CFTUTIL listnode

4. If Copilot and all nodes are stopped, begin the upgrade procedure as described in Upgrade Transfer CFT 3.0.1 to 3.3.2.

Upgrade the additional hosts Repeat the above upgrade procedure on each additional host.

Restart the upgraded Transfer CFT multihost multi- node environment

1. Launch the Transfer CFT profile from the Transfer CFT runtime directory on the shared disk of each machine.

cd ///Transfer_CFT/runtime

. ./profile

2. Check the new version using the following command:

CFTUTIL ABOUT

3. Start Copilot (start each of the Copilots in the multi-node environment).

Transfer CFT 3.3.2 Installation Guide 83 copstart

4. After restarting the Copilots, restart the Transfer CFT server:

cft restart

5. Check the upgraded Transfer CFT multi-node multihost system.

CFTUTIL listnode

l All of the Copilots should be started

l All of the Transfer CFT nodes must be started

Your Transfer CFT 3.3.2 exec scripts are now operational. However, you must rebuild your APIs and Exits. Once Transfer CFT has been upgraded on a host you can start that instance, there is no need to wait until Transfer CFT is upgraded on every host.

Transfer CFT 3.3.2 Installation Guide 84 Upgrade Transfer CFT 3.1.3 or 3.2.4 multi- node to 3.3.2 For details on shared disks, node commands, and other multi-node considerations, refer to the Transfer CFT 3.3.2 User Guide > Manage multi-node architecture.

Upgrade all hosts

1. Connect to each machine. Launch the Transfer CFT profile from the Transfer CFT runtime directory on the shared disk. For example:

cd ///Transfer_CFT/runtime . ./profile

2. On each host, stop Copilot. This command stops Copilot as well all Transfer CFT nodes running on that machine.

copstop -f

l Check the status of each Transfer CFT node:

CFTUTIL listnode

l If Copilot and all nodes are stopped, begin the upgrade procedure as described in Upgrade Transfer CFT 3.1.x to 3.3.2 or Upgrade Transfer CFT 3.2.x to 3.3.2 depending on your version.

Upgrade the additional hosts Repeat the above upgrade procedure on each additional host.

Restart the upgraded Transfer CFT multihost multi- node environment

1. Launch the Transfer CFT profile from the Transfer CFT runtime directory on the shared disk.

cd ///Transfer_CFT/runtime

. ./profile

2. Check the new version using the following command:

CFTUTIL ABOUT

3. Start Copilot (start each of the Copilots in the multi-node environment).

Transfer CFT 3.3.2 Installation Guide 85 copstart

4. After restarting the Copilots, restart the Transfer CFT server:

cft restart

5. Check the upgraded Transfer CFT multi-node multihost system.

CFTUTIL listnode

l All of the Copilots should be started

l All of the Transfer CFT nodes must be started

Your Transfer CFT 3.3.2 exec scripts are now operational. However, you must rebuild your APIs and Exits. Once Transfer CFT has been upgraded on a host you can start that instance, there is no need to wait until Transfer CFT is upgraded on every host.

Transfer CFT 3.3.2 Installation Guide 86 Managing multi-node For details on shared disks, node commands, and other multi-node considerations, refer to the Transfer CFT 3.3.2 User Guide > Manage multi-node architecture.

Transfer CFT 3.3.2 Installation Guide 87 Post upgrade After completing the upgrade procedure, your Transfer CFT 3.3.2, exec scripts are operational. However, you must rebuild your programs that use APIs and exits.

After performing an upgrade, all passwords are cyphered using a hard-coded key. We recommend that you generate an encryption key as described in Generate an encryption.

Check the new version To check the Transfer CFT version, as well as the license key and system information, enter the command:

CFTUTIL ABOUT

Uninstall an upgrade pack The procedure is the same as when you uninstall a Service Pack. See Uninstall Transfer CFT.

How to free disk space from service packs This topic describes how to reclaim disk space that is taken up by Service Packs and updates applied to Transfer CFT over time.

Use the purge command Use the purge command followed by the appropriate options to removed accumulated backups of installed Transfer CFT updates.

1. Navigate to the Transfer CFT installation directory. 2. Run the purge command as described in the following sections.

Syntax

purge [-h | --help] | [-k | --keep] [number] [-p | --pretend]

l UNIX: purge.sh

Where:

l [-h | --help]: Displays the command help.

l [-k | --keep] [number]: Specifies the number of updates that should be kept.

l [-p | --pretend]: Previews the action to be done.

Examples

Transfer CFT 3.3.2 Installation Guide 88 Keep only the last backup, meaning you can remove the current patch or SP.

/purge.sh -k 1

Remove all backups, meaning that you cannot remove the current patch or SP.

/purge.sh -k 0

include:

l [-d | --debug]: Generates debug information in the log file.

Example

/purge.sh -k 1 -d

Perform a standard migration

Migration prerequisites After performing a Transfer CFT 3.3.2 installation, you should update to the most recent service pack.

You require a new license key if you are migrating from a version 2.x Transfer CFT to a version 3.x.

Note You require as many keys as instances of Transfer CFT running at same time, including when running in multi-node. For example, two Transfer CFT instances cannot run at the same time, on the same server, using the same license key.

Check the TLS version As of Transfer CFT 3.2.0, the use of cipher suites 59, 60, and 61 is restricted to TLS 1.2 exclusively. This means that if some of your partners use a version of Transfer CFT lower than 3.2.0 that does not support TLS 1.2, and you are using ciphers 59, 60 and 61, which requires TLS 1.2 in version 3.2.0 and higher, you must add another cipher in the cipher list and remove ciphers 59, 60, 61 from the partner's cipher list.

Note You do not have to remove ciphers 59, 60, 61 in the partner cipher list if you apply the Transfer CFT patch 3.0.1 SP11.

Transfer CFT 3.3.2 Installation Guide 89 CA certificate chains In Transfer CFT 3.1.3 and lower, you can perform a SSL transfer even if the certificate chain is not complete (not signed by a ROOT CA). However, for Transfer CFT 3.2.0 and higher, the certificate chain must be complete for a transfer to succeed.

For more information, see Unknown CA leads to a failed certificate verification.

Install Transfer CFT 3.3.2 Perform a Transfer CFT installation, as described in the OS-specific installation section.

Note Do not use the Install auto-import option available in the Installer.

Load the environment Before beginning a standard migration procedure, you must load the old Transfer CFT environment.

UNIX procedure

Transfer CFT 2.3.2 and 2.4

From the console, execute the profile file for your version of Transfer CFT, which is by default located in the home directory. Enter: . ./ENV_CFT

Transfer CFT 2.5 and higher

From the console, change directory to the Transfer CFT runtime directory and execute the profile file using the command: . ./profile

After loading the profile, you can execute commands from anywhere.

Install and auto import The install and auto import option allows you to preform a new Transfer CFT installation and import configuration files and data from a existing Transfer CFT instance. During the procedure, you can select options for your new instance, and additionally can select which of the available types of data and configuration elements that you want to import.

Note Previous versions that are available for auto importing the configuration data include v2.3.2, 2.4, v2.5, v2.6, v2.7, v3.0.1, v3.1.x, and v3.2.x.

To check the Transfer CFT version, as well as the license key and system information, enter the command:

CFTUTIL ABOUT

Transfer CFT 3.3.2 Installation Guide 90 You require a new license key if you are migrating from a version 2.x Transfer CFT to a version 3.x.

Procedure Run the installer to perform a new Transfer CFT installation. During this process you are prompted with the option of importing existing data and configuration.

Start your installation Begin a typical installation using the Transfer CFT 3.3.2 installation instructions that correspond to your operating system.

Importing configuration and data Pending the existing version of Transfer CFT, the installer will propose available import options.

Auto import screens

At this point you can select to migrate. The Installer page asks if you want to import data from your existing Transfer CFT instance. In the following screen you can select which types of data you'd like to import.

1. Select Yes to perform an automatic migration. Click Next. 2. Enter or navigate to the path for the existing profile file (profile.bat or profile.sh) for version 2.5 and higher. The profile file should be located in the runtime folder of the existing Transfer CFT installation. 3. Click to select configuration elements and objects that you want to import from the existing Transfer CFT instance. You must manually migrate execs, exits, and APIs.

Identity

1. You are prompted to confirm the local instance details. Modify if necessary, and click Next to continue. 2. Check the license key.

Post auto import If you used the install and auto import procedure with your existing Transfer CFT to Transfer CFT 3.3.2, at the end of the installation a new directory called migration is created in the runtime directory. This directory stores all of the information used during the auto import process. You can modify the extracted files and/or directory, and manually re-import this data at any time.

The contents of this Auto import directory are described in the following table.

Transfer CFT 3.3.2 Installation Guide 91 File Directory Description of extracted data

cftcat.xml Catalog file.

cftcom.xml Communication media.

cft-conf.cfg Transfer CFT general configuration, which is applied to the new installation (contained in CFTPARM/CFTPART internal datafiles).

cft-conf- Contains file path declarations from the cft-conf.cfg file warning.txt that were used in the former Transfer CFT environment and that cannot be imported into the new installation.

cft-pki.cfg The PKI configuration that is applied to the new installation (as of version 2.4).

PKI directory Contains extracted SSL certificates (pending version).

cft-uconf. Contains: (sh/bat) l UCONF parameters (as of V2.5.1) or

l Sentinel parameters (TRKAPI.cfg - V2.3.2 and V2.4.x) and/or

l Copilot parameters (copconf.ini - V2.4.x) This file is used to set the new installation UCONF parameters.

cft-uconf- Contains UCONF parameters set by the user in the former warning.txt Transfer CFT environment and that cannot be imported into the new installation.

migration. Contains instructions on how to re-import the collected (sh/bat) data into a new installation, and includes the PKI, general configuration, UCONF parameters, catalog and communication media files.

Auto import in multi-node architecture This section describes how to proceed to use auto import for Transfer CFT 3.0.1, 3.1.3, or 3.2.x multi-node in multi-hosts.

Procedure On the first host:

Transfer CFT 3.3.2 Installation Guide 92 The automatic import is performed during the Transfer CFT 3.3.2 installation. During the installation, dialog boxes let you select configuration data from the existing Transfer CFT to import.

While installing first node on cluster architecture, you should opt to import data from the previous Transfer CFT version. Execute the procedure as described here. During installation of additional nodes, the option of importing data from previous version of Transfer CFT should not be selected.

If you choose to migrate your existing Transfer CFT to 3.3.2 using the automatic import method, at the end of the installation a new directory called auto_import is created in the runtime directory. This directory stores all of the information used during the installation and auto import. You can modify the extracted files and/or directory, and manually re-import this data at any time.

If you are installing and performing an auto import from a Transfer CFT with multi-node architecture enabled, the contents of the Auto_import directory are as shown in the table below.

On additional hosts:

Repeat the installation steps, indicating the appropriate shared directories. See the information provided in Multi-node options on page 28.

Table 1. Auto_import directory

File Directory Description of extracted data

cftcatXX.xml Catalog files. XX represents the node number, from 00 to Total_Number_of_Nodes -1.

cftcom.xml Communication media for node manager.

cftcomXX.xml Communication media for nodes. XX represents the node number, from 00 to Total_Number_of_Nodes -1.

cft-conf.cfg Transfer CFT general configuration, which is applied to the new installation (contained in CFTPARM/CFTPART internal datafiles).

cft-conf- Contains file path declarations from the cft-conf.cfg file warning.txt that were used in the former Transfer CFT environment and that cannot be imported into the new installation.

cft-pki.cfg The PKI configuration that is applied to the new installation, as of version 2.4.

PKI directory Contains extracted SSL certificates (pending version).

Transfer CFT 3.3.2 Installation Guide 93 File Directory Description of extracted data

cft-uconf. Contains: (sh/bat) l UCONF parameters (as of V2.5.1) - or -

l Sentinel parameters (TRKAPI.cfg - V2.3.2 and V2.4.x) - and/or -

l Copilot parameters (copconf.ini - V2.4.x) This file is used to set the new installation UCONF parameters.

cft-uconf- Contains UCONF parameters set by the user in the warning.txt former Transfer CFT environment and that cannot be imported into the new installation.

migration. Contains instructions on how to re-import the collected (sh/bat) data into a new installation, and includes the PKI, general configuration, UCONF parameters, catalog and communication media files.

Migrating from Transfer CFT 2.3.2 to 3.3.2 This topic describes how to migrate Transfer CFT 2.3.2 to 3.3.2.

Migrating the configuration

Migrating the main configuration Migrate PARM, PART, IDF and other static configuration objects.

1. Load the Transfer CFT 2.3.2 environment. See the Migration prerequisites on page 89 for details. 2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the Transfer CFT 3.3.2 installation. 4. Load the Transfer CFT 3.3.2 environment.

5. Stop Transfer CFT if you have not already done so. 6. Import your static configuration objects using the cftinit command. Enter:

Transfer CFT 3.3.2 Installation Guide 94 cftinit cft-extract.conf

Migrating trkapi.cfg file parameters

1. In the trkapi.cfg file, select the parameters you want to import into 3.3.2. 2. Create a script file, for example:

o UNIX: trkapi-import.sh 3. For each parameter you select, add a UCONF command line to your new script file using the format: UCONFSET id=, value= 4. Use the parameter mapping between trkapi and UCONF, as listed in the following table, to specify the correct parameter id.

Table 2. Parameter mapping between the trkapi.cfg file and UCONF

Parameter in trkapi.cfg Parameter names in UCONF

TRACE sentinel.trktrace

TRKGMTDIFF sentinel.trkgmtdiff

TRKIPADDR_BKUP sentinel.trkipaddr_bkup

TRKIPPORT sentinel.trkipport

TRKIPPORT_BKUP sentinel.trkipport_bkup

TRKLOCALADDR sentinel.trklocaladdr

TRKPRODUCTNAME sentinel.trkproductname

XFB.BufferSize sentinel.xfb.buffer_size

XFB.Log (UNIX) sentinel.xfb.log

XFB.Sentinel sentinel.xfb.enable

XFB.Trace sentinel.xfb.trace

XFB.Transfer sentinel.xfb.transfer

Load the Transfer CFT 3.3.2 environment.

5. Import the selected UCONF parameters using the command CFTUTIL. Replace with the new script file path: CFTUTIL

Example

Transfer CFT 3.3.2 Installation Guide 95 l UNIX: CFTUTIL @trkapi-import.sh

Migrating PKI certificates Exporting PKI certificates from Transfer CFT 2.3.2 is not supported. For this reason, you must create a new PKI database in the Transfer CFT 3.3.2 runtime using the PKIUTIL PKIFILE command. Next import each certificate using the PKIUTIL PKICER command.

For more information, refer to the Transfer CFT 3.3.2 User's Guide, sections Using the PKIFILE command and Using the PKICER command.

Migrating the runtime environment

Migrating the catalog

1. Load the Transfer CFT 3.3.2 environment. 2. Export the catalog using the command CFTMI230:

CFTMI230 MIGR type=, direct=FROMCAT, ifname=, ofname=catalog_output.xml

3. Import the catalog using the command CFTMI. Replace the with the corresponding environmental variable:

o UNIX: _CFTCATA

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_output.xml, ofname=

Migrating the communication media files

1. Load the Transfer CFT 3.3.2 environment. 2. Export the communication media file using command CFTMI230:

CFTMI230 MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_ output.xml

3. Import the communication media file using command CFTMI. Replace the with the system-specific environment variable:

o UNIX: _CFTCOM

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

Transfer CFT 3.3.2 Installation Guide 96 Migrating from Transfer CFT 2.4 to 3.3.2 This topic describes how to migrate from Transfer CFT 2.4 to version 3.3.2. Before starting this migration procedure you must perform the steps described in Before you start.

Migrating the configuration

Migrating the main configuration Migrate PARM, PART, IDF and other static configuration objects.

1. Load the Transfer CFT 2.4 environment. See the Migration prerequisites on page 89 for details.

2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter: CFTUTIL CFTEXT type=all, fout=cft-extract.conf 3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the Transfer CFT 3.3.2 installation. 4. Load the Transfer CFT 3.3.2 environment. 5. Stop Transfer CFT if you have not already done so. 5. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating trkapi.cfg file parameters Migrate the parameters from the Transfer CFT 2.4 trkapi.cfg file.

1. In the trkapi.cfg file, select the parameters you want to import in 3.3.2. 2. Create a script file, for example:

o UNIX: trkapi-import.sh 3. For each parameter you select, add a UCONF command line to your new script file using the format:

UCONFSET id=, value=

Use the parameter mapping between trkapi and UCONF, as listed in the following table, to specify the correct parameter id.

Transfer CFT 3.3.2 Installation Guide 97 Table 3. Parameter mapping between the trkapi.cfg file and UCONF

Parameter in trkapi.cfg Parameter names in UCONF

TRACE sentinel.trktrace

TRKGMTDIFF sentinel.trkgmtdiff

TRKIPADDR_BKUP sentinel.trkipaddr_bkup

TRKIPPORT sentinel.trkipport

TRKIPPORT_BKUP sentinel.trkipport_bkup

TRKLOCALADDR sentinel.trklocaladdr

TRKPRODUCTNAME sentinel.trkproductname

XFB.BufferSize sentinel.xfb.buffer_size

XFB.Log (UNIX) sentinel.xfb.log

XFB.Sentinel sentinel.xfb.enable

XFB.Trace sentinel.xfb.trace

XFB.Transfer sentinel.xfb.transfer

4. Load the Transfer CFT 3.3.2 environment. 5. Import the selected UCONF parameters using the command CFTUTIL. Replace with the new script file path.

CFTUTIL

Example

l UNIX: CFTUTIL @trkapi-import.sh

Migrating copconf.ini parameters Migrate parameters from the Transfer CFT 2.4 copconf.ini file.

1. From the copconf.ini file, select the parameters you want to import into version 3.3.2. 2. Create a script file, for example:

o UNIX: copconf-import.sh 3. For each selected parameter add a UCONF command line in your new script file using the format:

UCONFSET id=, value=

Transfer CFT 3.3.2 Installation Guide 98 Use the parameters mapping between copconf and UCONF as listed in the following table to specify the correct parameter id.

Table 4. Parameter mapping between copconf file and UCONF

Parameter in copconf.ini Parameter name in UCONF

BatchList copilot.batches

CFTCOM copilot.cft.com

CFTMEDIACOM copilot.cft.mediacom

ChildProcessTimeout copilot.misc.childprocesstimeout

HttpRootDir copilot.http.httprootdir

MinNbProcessReady copilot.misc.minnbprocessready

NbProcessToStart copilot.misc.nbprocesstostart

NBWAITCFTCATA copilot.cft.nbwaitcftcata

ServerHost copilot.general.serverhost

ServerPort copilot.general.serverport

SslCertFile copilot.ssl.sslcertfile

SslCertPassword copilot.ssl.sslcertpassword

SslKeyFile copilot.ssl.sslkeyfile

SslKeyPassword copilot.ssl.sslkeypassword

TcpTimeout copilot.misc.tcptimeout

TIMERWAITCFTCATA copilot.cft.timerwaitcftcata

TrcMaxLen copilot.trace.trcmaxlen

TrcType copilot.trace.trctype

wlogComment copilot.batches.wlog.comment

wlogParams copilot.batches.wlog.params

WsiComplience copilot.webservices.wsicomplience

4. Load the Transfer CFT 3.3.2 environment.

Transfer CFT 3.3.2 Installation Guide 99 5. Import the selected UCONF parameters using the command CFTUTIL. Replace the with the new script file path.

CFTUTIL

Example

l UNIX: CFTUTIL @copconf-import.sh

Migrating PKI certificates You must be at Transfer CFT 2.4.1 SP5 or higher before performing this procedure.

1. Load the Transfer CFT 2.4 environment. 2. Export your PKI certificates using the command PKIUTIL PKIEXT:

PKIUTIL PKIEXT fout=pki-extract.conf

3. Load the new Transfer CFT 3.3.2 environment. 4. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the appropriate variable:

o UNIX: $CFTPKU

PKIUTIL PKIFILE fname=, mode='CREATE’

5. Import your PKI certificates into Transfer CFT 3.3.2 using the command PKIUTIL. Replace the with the new script file path.

PKIUTIL

Example

l UNIX: PKIUTIL @pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load the Transfer CFT 2.4 environment. 2. Export the catalog using the command CFTMI240:

CFTMI240 MIGR type=CAT, direct=FROMCAT, ifname=, ofname=catalog_output.xml

3. Load the Transfer CFT 3.3.2 environment.

Transfer CFT 3.3.2 Installation Guide 100 4. Import the catalog using the command CFTMI. Replace the with the corresponding environment variable:

o UNIX: _CFTCATA

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_output.xml, ofname=

Migrating the communication media files

1. Load the Transfer CFT V2.4 environment. 2. Export the communication media file using command CFTMI240:

CFTMI240 MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_output.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import the communication media file using command CFTMI. Replace with the corresponding environment variable:

o UNIX: _CFTCOM

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

Migrate from Transfer CFT 2.5 or 2.6 to 3.3.2 This topic describes how to migrate Transfer CFT 2.5 or 2.6 to version 3.3.2.

Migrate the configuration

Migrating the main configuration Migrate PARM, PART, IDF and other static configuration objects.

1. Load the former Transfer CFT (2.5 or 2.6) environment. See the Migration prerequisites on page 89 for details. 2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the new Transfer CFT 3.3.2 installation.

4. Load the new Transfer CFT 3.3.2 environment.

Transfer CFT 3.3.2 Installation Guide 101 5. Stop Transfer CFT if you have not already done so. 6. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating UCONF parameters

1. Load the former Transfer CFT (2.5 or 2.6) environment. 2. Display your UCONF parameters using the CFTUTIL LISTUCONF command. Enter: CFTUTIL LISTUCONF scope=user 3. Select the UCONF parameters that you want to import into the new Transfer CFT 3.3.2. 4. Create a script file such as:

l UNIX: uconf-import.sh

5. For each parameter you select, add a line to the new script file in the format:

UCONFSET id=, value=

6. Load the new Transfer CFT 3.3.2 environment. 7. Import the selected UCONF parameters using the script file and the CFTUTIL command. Replace the with the new script file path:

CFTUTIL

Example

l UNIX: CFTUTIL @uconf-import.sh

Migrating PKI certificates For Transfer CFT 2.5, you must be at Transfer CFT 2.5.1 SP2 or higher before performing this procedure. For Transfer CFT 2.6.4, you must be at Transfer CFT 2.6.4 SP2 or higher before performing this procedure.

1. Load the former Transfer CFT environment (2.5 or 2.6). 2. Export your PKI certificates using the command PKIUTIL PKIEXT: PKIUTIL PKIEXT fout=pki-extract.conf 3. Load the new Transfer CFT 3.3.2 environment. 4. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the appropriate value: PKIUTIL PKIFILE fname=, mode='CREATE’

l UNIX: $CFTPKU

Transfer CFT 3.3.2 Installation Guide 102 5. Import your PKI certificates into the new Transfer CFT 3.3.2 using the command PKIUTIL. Replace the with the new script file path: PKIUTIL

Example

l UNIX: PKIUTIL @pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load the former Transfer CFT (2.5 or 2.6) environment. 2. Export the catalog using the command CFTMI240.

CFTMI240 MIGR type=CAT, direct=FROMCAT, ifname=, ofname=catalog_output.xml

3. Load the new Transfer CFT 3.3.2 environment. 4. Import the catalog using the command CFTMI. Replace the with the corresponding environment variable:

l UNIX: _CFTCATA

Table 5. Example

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_output.xml, ofname=

Migrating the communication media files

1. Load the former Transfer CFT (2.5 or 2.6) environment. 2. Export the communication media file using command CFTMI240:

CFTMI240 MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_output.xml

3. Load the new Transfer CFT 3.3.2 environment. 4. Import the communication media file using command CFTMI. Replace the with the corresponding environment variable:

o UNIX: _CFTCOM

Transfer CFT 3.3.2 Installation Guide 103 Table 6. Example

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

Migrating Transfer CFT 2.6.4 SP2 or 2.7 to 3.3.2 This topic describes how to migrate Transfer CFT 2.6.4 SP2, or higher, or 2.7 to version 3.3.2.

Migrating the main configuration and UCONF parameters You can migrate the PARM, PART, IDF, other static configuration objects and UCONF parameters as follows:

1. Load the former Transfer CFT environment. See the Migration prerequisites on page 89 for details.

2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the new Transfer CFT 3.3.2 installation. 4. Load the new Transfer CFT 3.3.2 environment. 5. Stop Transfer CFT if you have not already done so. 6. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating PKI certificates

1. Load the former Transfer CFT (2.6.4 or 2.7) environment. 2. Export your PKI certificates using the command PKIUTIL PKIEXT. Enter:

PKIUTIL PKIEXT fout=pki-extract.conf

3. Load the new Transfer CFT 3.3.2 environment. 4. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the OS appropriate value: UNIX: $CFTPKU

Transfer CFT 3.3.2 Installation Guide 104 5. Import your PKI certificates into the new Transfer CFT 3.3.2 using the command PKIUTIL. Replace the with the new script file path:

PKIUTIL

Examples

UNIX: PKIUTIL @pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load the former Transfer CFT (2.6.4 or 2.7) environment. 2. Export the catalog using the command CFTMI240:

CFTMI240 MIGR type=CAT, direct=FROMCAT, ifname=, ofname=catalog_ output.xml

3. Load the new Transfer CFT 3.3.2 environment. 4. Import the catalog using the command CFTMI. Replace the with the corresponding environment variable: UNIX: _CFTCATA

Example

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_output.xml, ofname=

Migrating the communication media files

1. Load the former Transfer CFT (2.6.4 or 2.7.0) environment. 2. Export the communication media file using command CFTMI240:

CFTMI240 MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_output.xml

3. Load the new Transfer CFT3.3.2 environment. 4. Import the communication media file using command CFTMI. Replace the with the corresponding environment variable: UNIX: _CFTCOM

Example

Transfer CFT 3.3.2 Installation Guide 105 CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

Migrating Transfer CFT 3.0.1 or 3.1.x to 3.3.2 This topic describes how to migrate Transfer CFT 3.0.1 or 3.1.2 to version 3.3.2. It is divided in 2 sections, the first section describes migration for a single node architecture, and the second section multi-node architecture. Lastly there are instructions explaining what would be needed to migrate from single node architecture to multi node architecture.

Note When migrating from 3.0.1 to 3.3.x, you must install SP10 P6 on all Transfer CFTs v3.0.1 that inter-operate with any Transfer CFTs v3.3.x prior to migrating.

Single node architecture

Migrating the configuration

Migrating the main configuration and UCONF parameters

Migrate PARM, PART, IDF, other static configuration objects and UCONF parameters as follows:

1. Load former Transfer CFT 3.0.1 or 3.1.x environment. See the Migration prerequisites on page 89 for details. 2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the new Transfer CFT 3.3.2 installation. 4. Load Transfer CFT 3.3.2 environment. 5. Stop Transfer CFT if you have not already done so. 6. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating PKI certificates

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export your PKI certificates using the command PKIUTIL PKIEXT. Enter:

PKIUTIL PKIEXT fout=pki-extract.conf

Transfer CFT 3.3.2 Installation Guide 106 3. Load the Transfer CFT 3.3.2 environment. 4. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the appropriate value: $CFTPKU for UNIX, the absolute path value for the CFTPKU for Windows. Enter:

PKIUTIL PKIFILE fname=, mode='CREATE’

5. Import your PKI certificates into Transfer CFT 3.3.2 using the command PKIUTIL. Replace the based on your system, @ for UNIX and # for Windows. Enter:

PKIUTIL pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export the catalog using the command CFTMI. Replace the with the corresponding environment variable, _CFTCATA for UNIX or $CFTCATA for Windows. Enter:

CFTMI MIGR type=CAT, direct=FROMCAT, ifname=, ofname=catalog_output.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import the catalog using the command CFTMI. Replace the with the corresponding environment variable, _CFTCATA for UNIX or $CFTCATA for Windows. Enter:

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_ output.xml, ofname=

Migrating the communication media files

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export the communication media file using command CFTMI. Replace the with the corresponding environment variable, _CFTCOM for UNIX, or $CFTCOM for Windows. Enter:

CFTMI MIGR type=COM, direct=FROMCOM, ifname=

Transfer CFT 3.3.2 Installation Guide 107 filename_former_cft>, ofname=com_output.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import the communication media file using command CFTMI. Replace the with the corresponding environment variable, _CFTCOM for UNIX or $CFTCOM for Windows. Enter:

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ ouput.xml, ofname=

Executables and binaries

Remember that you can copy your post-processing scripts directly from the runtime/exec to the new version (3.3.2). When you copy files from the exec folder, be certain to modify any paths that point to the former version (for example, 3.0.1, 3.1.3 or 3.2.x). However, you must rebuild APIs and EXITS (binaries).

Multi-node architecture

Migrating the configuration

Migrating the main configuration and UCONF parameters

Migrate PARM, PART, IDF, other static configuration objects and UCONF parameters as follows:

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the new Transfer CFT 3.3.2 installation. 4. Load Transfer CFT 3.3.2 environment. 5. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating PKI certificates

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export your PKI certificates using the command PKIUTIL PKIEXT. Enter: PKIUTIL PKIEXT fout=pki-extract.conf

Transfer CFT 3.3.2 Installation Guide 108 3. Load the Transfer CFT 3.3.2 environment. 4. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the appropriate value, $CFTPKU for UNIX or the absolute path value for the CFTPKU for Windows. Enter:

PKIUTIL PKIFILE fname=, mode='CREATE’

5. Import your PKI certificates into Transfer CFT 3.3.2 using the command PKIUTIL. Replace the based on your system, @ for UNIX and # for Windows. Enter:

PKIUTIL pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export all catalogs (one per node, named as cftcataXX, where XX is the node number with range from 00 to ) using the command CFTMI. For each catalog. Enter:

CFTMI MIGR type=CAT, direct=FROMCAT, ifname=>, ofname=catalog_output_.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import all catalogs using the command CFTMI for each of them. Use the same node number on both on command. Enter:

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_ output_.xml, ofname=

Migrating the communication media files

1. Load former Transfer CFT 3.0.1 or 3.1.2 environment. 2. Export all communication media files (cftcom and cftcomXX, where XX is the node number with range from 00 to ) using the command CFTMI. For each communication media file.

Transfer CFT 3.3.2 Installation Guide 109 l Enter: CFTMI MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_output.xml

l For each node, enter: CFTMI MIGR type=COM, direct=FROMCOM, ifname=_on_former_cft>, ofname=com_ output_.xml 3. Load Transfer CFT 3.3.2 environment. 4. Import all communication media files using command CFTMI for each of them. Use the same node number on both on command.

l Enter: CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

l For each node, enter: CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput_.xml, ofname=_on_ new_cft>

Single-node to multi-node architecture migration The only difference between migrating from single node to multi-node architecture and migrating from single-node to single-node architecture is the catalog migration step. Since there is no catalog named cftcata in multi-node, import the catalog exported from single-node architecture to the catalog of any of the nodes in the multi-node architecture.

Migrating Transfer CFT 3.2.x to 3.3.2 This topic describes how to migrate Transfer CFT 3.2.x (either 3.2.2 or 3.2.4) to version 3.3.2. It is divided in 2 sections, the first section describes migration for a single node architecture, and the second section multi-node architecture. Lastly there are instructions explaining what would be needed to migrate from single node architecture to multi node architecture.

Single node architecture Stop Transfer CFT and the Copilot server before starting the migration.

Migrating the configuration

Migrating the main configuration and UCONF parameters

Migrate PARM, PART, IDF, other static configuration objects and UCONF parameters as follows:

Transfer CFT 3.3.2 Installation Guide 110 1. Load former Transfer CFT 3.2.x environment. See the Migration prerequisites on page 89 for details. 2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the new Transfer CFT 3.3.2 installation. 4. Load Transfer CFT 3.3.2 environment. 5. Stop Transfer CFT if you have not already done so. 6. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating PKI certificates

1. Load former Transfer CFT 3.2.x environment. 2. Export your PKI certificates using the command PKIUTIL PKIEXT. Enter:

PKIUTIL PKIEXT fout=pki-extract.conf

3. Copy all files that are referenced in the pki-extractconf file (INAME OR IKNAME) to the folder where you are going to execute the PKI command on the new version. In the following example, copy ROOT0001 to the new folder in Transfer CFT 3.3.2.

PKICER ID = 'LOCALROOT', ROOTCID = 'LOCALROOT', ITYPE = 'ROOT', /* PKIFNAME = '',*/ /* COMMENT = '',*/ INAME = 'ROOT0001', IFORM = 'DER', /* IKNAME = '',*/ /* IKFORM = '',*/ /* FOUT = '',*/ MODE = 'REPLACE'

4. Load the Transfer CFT 3.3.2 environment. 5. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the appropriate value: $CFTPKU for UNIX, the absolute path value for the CFTPKU for Windows. Enter:

PKIUTIL PKIFILE fname=, mode='CREATE’

Transfer CFT 3.3.2 Installation Guide 111 6. Import your PKI certificates into Transfer CFT 3.3.2 using the command PKIUTIL. Replace the based on your system, @ for UNIX and # for Windows. Enter:

PKIUTIL pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load former Transfer CFT 3.2.x environment. 2. Export the catalog using the command CFTMI. Replace the with the corresponding environment variable, _CFTCATA for UNIX or $CFTCATA for Windows. Enter:

CFTMI MIGR type=CAT, direct=FROMCAT, ifname=, ofname=catalog_output.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import the catalog using the command CFTMI. Replace the with the corresponding environment variable, _CFTCATA for UNIX or $CFTCATA for Windows. Enter:

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_output.xml, ofname=

Migrating the communication media files

1. Load former Transfer CFT 3.2.x environment. 2. Export the communication media file using command CFTMI. Replace the with the corresponding environment variable, _CFTCOM for UNIX, or $CFTCOM for Windows. Enter:

CFTMI MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_output.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import the communication media file using command CFTMI. Replace the with the corresponding environment variable, _CFTCOM for UNIX or $CFTCOM for Windows. Enter:

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

Transfer CFT 3.3.2 Installation Guide 112 Executables and binaries

Remember that you can copy your post-processing scripts directly from the runtime/exec to the new version (3.3.2). When you copy files from the exec folder, be certain to modify any paths that point to the former version (3.2.x in this case). However, you must rebuild APIs and EXITS (binaries).

Migrate a multi-node to multi-node architecture

Migrating the configuration Stop Transfer CFT and the Copilot server before starting the migration.

Migrating the main configuration and UCONF parameters

Migrate PARM, PART, IDF, other static configuration objects and UCONF parameters as follows:

1. Load former Transfer CFT 3.2.x environment. 2. Export your static configuration objects using the command CFTUTIL CFTEXT. Enter:

CFTUTIL CFTEXT type=all, fout=cft-extract.conf

3. Open the extract configuration files, cft-extract.conf, and update the file paths with those of the new Transfer CFT 3.3.2 installation. 4. Load Transfer CFT 3.3.2 environment. 5. Import your static configuration objects using the cftinit command. Enter:

cftinit cft-extract.conf

Migrating PKI certificates

1. Load former Transfer CFT 3.2.x environment. 2. Export your PKI certificates using the command PKIUTIL PKIEXT. Enter:

PKIUTIL PKIEXT fout=pki-extract.conf

3. Load the Transfer CFT 3.3.2 environment. 4. Create a new PKI internal datafile using the command PKIUTIL PKIFILE. Replace with the appropriate value, $CFTPKU for UNIX or the absolute path value for the CFTPKU for Windows. Enter:

PKIUTIL PKIFILE fname=, mode='CREATE’

5. Import your PKI certificates into Transfer CFT 3.3.2 using the command PKIUTIL. Replace the based on your system, @ for UNIX and # for Windows. Enter:

Transfer CFT 3.3.2 Installation Guide 113 PKIUTIL pki-extract.conf

Migrating the runtime environment

Migrating the catalog

1. Load former Transfer CFT 3.2.x environment. 2. Export all catalogs (one per node, named as cftcataXX, where XX is the node number with range from 00 to ) using the command CFTMI. For each catalog. Enter:

CFTMI MIGR type=CAT, direct=FROMCAT, ifname=>, ofname=catalog_output_.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import all catalogs using the command CFTMI for each of them. Use the same node number on both on command. Enter:

CFTMI MIGR type=CAT, direct=TOCAT, ifname=catalog_output_ .xml, ofname=>

Migrating the communication media files

1. Load former Transfer CFT 3.2.x environment. 2. Export all communication media files (cftcom and cftcomXX, where XX is the node number with range from 00 to ) using the command CFTMI. For each communication media file, enter:

CFTMI MIGR type=COM, direct=FROMCOM, ifname=, ofname=com_output.xml

For each node, enter:

CFTMI MIGR type=COM, direct=FROMCOM, ifname=_on_former_cft>, ofname=com_output_.xml

3. Load Transfer CFT 3.3.2 environment. 4. Import all communication media files using the CFTMI command.

Transfer CFT 3.3.2 Installation Guide 114 For the manager, enter:

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput.xml, ofname=

For each node, enter:

CFTMI MIGR type=COM, direct=TOCOM, ifname=com_ouput_.xml, ofname=_on_new_cft>

Single-node to multi-node architecture migration The only difference between migrating from single node to multi-node architecture and migrating from single-node to single-node architecture is the catalog migration step. Since there is no catalog named cftcata in multi-node, import the catalog exported from single-node architecture to the catalog of any of the nodes in the multi-node architecture.

Transfer CFT 3.3.2 Installation Guide 115 Activate Central Governance connectivity Central Governance simplifies the management of Transfer CFT and provides identity and access management, certificate security services, monitoring, alerting, and web dashboard services. Central Governance replaces possible existing services from earlier Transfer CFT installations that required implementing and configuring multiple products, such as Transfer CFT Navigator, PassPort, and Composer.

You can perform this activation procedure only after completing an upgrade or migration to Transfer CFT 3.1.3 or higher.

Overview There are two ways to activate Transfer CFT to Central Governance connectivity following an upgrade procedure:

l Automatically activate connectivity on page 116

l on page 117

Additional information and tasks:

l Connect to a different Central Governance system on page 120

l Use former configuration objects on page 120

l View managed features on page 120

Automatically activate connectivity UNIX/Windows

The automatic activation is only available in UNIX/Windows. Please refer to Manually activate connectivity below for z/OS or IBM i instructions.

This section describes how to run the installer in configure mode to enable Central Governance connectivity.

Prerequisite You must set the UCONF parameter cg.configuration_policy if you want to override the default policy applied by Central Governance when you register a Transfer CFT in Central Governance.

Procedure

1. Stop Transfer CFT and Copilot.

2. Start the installer in configure mode.

Transfer CFT 3.3.2 Installation Guide 116 GUI

UNIX: configure.sh –m gui

Console

UNIX: configure.sh –m console

3. In the installer screen, select Configure your existing installation. 4. Enter the license key if required. 5. Accept or modify the UI server and service mode screen values. 6. In the Governance Mode screen, select Central Governance. 7. In the CG connectivity screen, enter the Central Governance values. For Transfer CFT z/OS installations, see Use compliant characters for the z/OS shared secret on page 119. 8. Click Next and complete the configure procedure. 9. Once completed, start Copilot, which automatically completes the registration process.

You can check in Central Governance to see that the Transfer CFT displays in the Product List.

Manually activate connectivity All OS

This section describes how to manually modify the Transfer CFT configuration to enable Central Governance connectivity in command line.

Prerequisites

1. Stop Transfer CFT and Copilot if running. 2. Enabling Central Governance connectivity after an upgrade implies replacing any standalone connectors. Therefor, prior to connecting to Central Governance deactivate all previously activated connectors, for example PassPort AM, PassPort PS, and Sentinel.

CFTUTIL uconfunset id=am.type CFTUTIL uconfunset id=sentinel.xfb.enable CFTUTIL uconfset id=pki.type, value=cft

Note When running in a z/OS environment you must additionally set the am.passport. with the user that will start the Copilot server.

3. Ensure that all UCONF values used to identify a Transfer CFT instance are defined. These parameters include:

l cft.full_hostname

l cft.instance_id

Transfer CFT 3.3.2 Installation Guide 117 l cft.instance_group

Use the format:

CFTUTIL uconfset id=cft.instance_id, value=

You must set the UCONF parameter cg.configuration_policy if you want to override the default policy applied by Central Governance when you register a Transfer CFT in Central Governance.

Procedure The manual procedure consists of the following steps, which are detailed below:

1. Include certificates in the PKI database. 2. Set the UCONF parameter values for Central Governance. 3. Enable Central Governance. 4. Start Copilot.

Include certificates You must include the certificate authority that is used to validate communication with Central Governance in the PKI database. You can personalize this certificate on the Central Governance side, so be sure to use the correct iname in the pkicer command.

You can use any ID for this certificate. Transfer CFT uses the certificate ID defined in UCONF to communicate with Central Governance.

Note Modify the filename syntax to accommodate your specific platform.

PKIUTIL pkicer id = 'CG_CA', iform = 'PEM', iname = '$CFTPKIDIR/passportCA.pem', itype = 'ROOT', pkifname = '$CFTPKU', pkipassw = 'CFT', state = 'ACT', mode = 'CREATE'

After inserting the correct certificate in the PKI database, define the UCONF variable cg.ca_cert_id. This value is required so that Transfer CFT knows which certificate to use when communicating with Central Governance.

CFTUTIL uconfset id=cg.ca_cert_id, value='CG_CA'

Transfer CFT 3.3.2 Installation Guide 118 Set UCONF values Use the Central Governance installation values for the following UCONF settings. Transfer CFT uses these values to identify Central Governance.

l cg.host

l cg.port

l cg.mutual_auth_port

l cg.shared_secret

Use the format:

CFTUTIL uconfset id=cg.host, value=

Enable Central Governance

CFTUTIL uconfset id=cg.enable, value=yes

Register Start the Transfer CFT Copilot to trigger an automatic registration with Central Governance.

You can check in the Central Governance Product List to confirm that the registration was successful.

On Transfer CFT z/OS

Use compliant characters for the z/OS shared secret When setting the Central Governance "shared secret" during a Transfer CFT z/OS installation, translation issues may occur if you use certain characters. For example, if you enter !SECRET (using code page IBM-1147) the shared secret is translated to §SECRET during the Central Governance registration. Therefore, you must use compliant characters in the shared secret value when working in a z/OS environment.

Verify the UCONF setting Prior to the registration, you must ensure that the JCL CFTMON (copilot.misc.cftstart.enable = Yes) is configured to match the jobname or the STC name used to launch Transfer CFT.

Use compliant characters for the z/OS shared secret

Transfer CFT 3.3.2 Installation Guide 119 Use a proxy server between Transfer CFT and Central Governance To use a proxy server between Transfer CFT and Central Governance, set the following Transfer CFT proxy parameters prior to registering with Central Governance:

l cg.proxy.in.host

l cg.proxy.in.port

l cg.proxy.in.login

l cg.proxy.in.password

See UCONF: Central Governance options for details.

Connect to a different Central Governance system If Transfer CFTwas previously registered on a Central Governance system but you now want to register it on a different one, perform the steps in Manually activate connectivity and as a final step, prior to starting Copilot, reset the Central Governance registration id.

CFTUTIL uconfunset id=cg.registration_id

Use former configuration objects In Central Governance you can use the Legacy Flows feature to view and use an imported configuration. For more information, please refer to the Central Governance documentation.

View managed features After successfully upgrading and activating Central Governance connectivity, you can manage the following Transfer CFT features from Central Governance. The "Supported but not configurable" column lists features that you can retain, though you cannot manage them from the Central Governance interface.

Feature Manage using Supported but not Central Governance configurable using Central Governance

Folder monitoring yes yes

Multi-node architecture no yes

Transfer CFT 3.3.2 Installation Guide 120 Feature Manage using Supported but not Central Governance configurable using Central Governance

CRONJOB no yes

Exits no yes

Network features

IPv6 yes yes

pTCP (UNIX/Windows only) yes yes

UDT (UNIX/Windows only) yes yes

SOCKS no yes

Heartbeat embedded yes

Interoperability

Secure Relay no yes

TrustedFile no yes

PassPort AM embedded no (*)

PassPort PS no yes

Sentinel embedded yes

Composer no no

Protocols

PeSIT yes yes

ODETTE no yes

EBICS no yes

* If you perform a migration or upgrade from a previous version, you must migrate your PassPort AM.

Transfer CFT 3.3.2 Installation Guide 121 Post-migration procedure

Post manual migration or auto import If you performed an install and auto import or a manual migration, you must manually import compiled objects and exec scripts from the old configuration. There are no Transfer CFT commands to import these compiled objects and exec scripts, and they are not included in the auto import process.

Note After completing an upgrade or a migration procedure, you must update to the most recent SP.

Compiled objects: APIs and Exits To manually migrate your API and exit binary files after migrating, copy your program's source code to the new Transfer CFT 3.3.2 runtime directory and compile them.

1. Copy the API source code to /runtime/src/capi and compile. 2. Copy the Exit source code to /runtime/src/exit and compile.

Exec scripts Copy the exec scripts to /runtime/exe. It is important that you update any paths that you were using in the exec scripts to reflect the new installation directory.

Post-manual migration only

Migrating UCONF parameters from a previous Transfer CFT version You must manually migrate UCONF parameters for versions prior to Transfer CFT 2.5.1. The UCONF configuration replaces the following configuration files:

l Sentinel configuration file (trkapi.cfg, trkapi.conf, and so on...) The parameters in the Sentinel file are integrated in UCONF as sentinel.FORMER-PARAMETER- NAME. For example, TRKTNAME becomes sentinel.TRKTNAME.

Transfer CFT 3.3.2 Installation Guide 122 l Copilot ini file (copconf.ini) This file no longer exists. All former Copilot parameters are named copilot.SECTION.PARAMETER-NAME in the UCONF interface. For example, the parameter ServerPort, located in the general section, is now copilot.general.serverport.

l The profile file, formerly ENV_CFT or cft.ini, now uses UCONF to set the environment variables.

Post upgrade If you performed an upgrade, you need only recompile your APIs and Exits.

Transfer CFT 3.3.2 Installation Guide 123 Uninstall 5

This topic describes how to uninstall Transfer CFT. If you uninstall a Transfer CFT, you will lose the complete Transfer CFT configuration. To avoid this, save your environment (sample, exit, …) before removing the Transfer CFT.

Before you begin uninstalling, you must stop the servers you want to uninstall.

1. You can run the installer in uninstall mode using GUI or console mode as follows. Enter:

GUI mode

UNIX/Linux: uninstall.sh –m gui

Console mode UNIX/Linux: uninstall.sh –m console

1. Click Uninstall when prompted. A warning message displays; click Yes to continue with the uninstall. 2. Click Next to see the uninstall summary, and Finish to exit.

Transfer CFT 3.3.2 Installation Guide 124 5 Uninstall

125 Installation Guide Transfer CFT 3.3.2 Troubleshooting 6

Troubleshoot installation and registration This section lists some possible post-installation issues along with corresponding corrective actions when applicable. If corrective actions do not remedy the issue, check the Support tools section for more information, or contact support at support.axway.com.

Copilot server issues

Copilot doesn't start

l Check that the port is not already used by another application.

l Close all active sessions, use the syntax: copstop -f

l Check that there are no orphan "cop*" processes. If there are, manually kill these processes.

Central Governance

Troubleshoot the registration If Copilot starts, but the Transfer CFT either does not display in the Central Governance Product List or registers in error:

l Verify the Central Governance IP address (or FQDN) used in the Transfer CFT configuration.

l On the computer running Transfer CFT, check that you can reach Central Governance at the IP address used in the Transfer CFT configuration.

l Check that the Transfer CFT appears in the Central Governance logs. If not, typically this is because the Transfer CFT is unable contact Central Governance.

l In Central Governance check Administration > Services to ensure that Central Governance is correctly started.

l Verify the shared secret for Central Governance used in the Transfer CFT configuration.

Note See the Central Governance documentation for additional information and details.

Transfer CFT 3.3.2 Installation Guide 126 6 Troubleshooting

Re-register with Central Governance When Central Governance sends the SSL certificates to Transfer CFT, the uconf:cg.registration_id parameter is set to a positive integer. If an error occurs, the registration process ends in error. To repeat the registration, perform the following steps: 1. Stop Transfer CFT. 2. Stop Copilot. 3. Set the uconf:cg.registration_id to its default value (-1) using the command:

CFTUTIL uconfunset id=cg.registration_id

4. Start the Transfer CFT Copilot. Copilot starts the registration process.

More information

For more information on Central Governance, refer to the Central Governance1.1.3 documentation.

Transfer CFT server

Cannot start my Transfer CFT

l Check your Transfer CFT log in Central Governance.

l From the local Transfer CFT runtime, try to manually start the server. If you cannot manually start the server, refer to Support tools in the Transfer CFT User Guide.

Apply a license key You need to apply a valid license key to Transfer CFT in the following situations:

l You perform an initial Transfer CFT installation.

l To replace an expired license key (typically after a year).

l A hardware upgrade changes the CPU ID (only applicable on certain UNIX).

Transfer CFT 3.3.2 Installation Guide 127 6 Troubleshooting

Obtain a license key

1. Install Transfer CFT. You can install Transfer CFT without a license key, and enter the key later. 2. After completing the installation, or for an existing installation, use the command cftutil about to retrieve your system information.

Note Use the ABOUT command to display the Transfer CFT product, host, and key information. This command displays the characteristics of the platform on which Transfer CFT is installed.

3. Contact the Axway Fulfillment team at the appropriate email address to obtain a valid key.

l For a US key, contact: [email protected]

l For an EMEA or APAC key, contact: [email protected] 4. Provide the hostname and system information for the installed or updated Transfer CFT.

Apply a license key Normally you enter the key that you received from the Axway Fulfillment team during the installation process. However, to apply the license key at a later date, enter the key(s) in the indirection file, which is referred to in the CFTPARM KEY parameter. See the KEY parameter for an example and details.

l The file can contain one or multiple license keys, but it must have one key per line.

l On start up the first valid key is used.

Multi-node keys Transfer CFT 3.3.2 SP2 and higher

As of Transfer CFT 3.3.2 SP2, you can use a single key for a multi-node installation. To use a single key for multiple hosts, either:

l The hostname must not be defined for the key, or

l The hostname defined for the key matches the hostname of one of the hosts that composes the multi-node instance Additionally, the key must have the cluster option.

For example, if you have 2 hosts and 4 nodes, you only need one key that matches one hostname (or no defined hostname).

Transfer CFT prior to 3.3.2 SP2

If you are using a Transfer CFT 3.3.2 prior to SP2, multi-node architecture requires:

l One key per node, and if there is more than one host you require at least one valid key per host

l Each key must have the cluster option

Transfer CFT 3.3.2 Installation Guide 128 6 Troubleshooting

For example, if you have 2 hosts and 4 nodes, you require 4 keys with at least one key per host. Possible key combinations could be:

l 2 keys that are configured to reference the first host, and the 2 other keys configured to reference to the second host

l 3 keys that are configured to reference the first host, and 1 that is configured to reference to the second host

About command Use the CFTUTIL utility to execute the about command to find the CPU ID and general system information as demonstrated in this example.

Host information : * model = 4C * hostname = rs58 * cpuid = F8C721F8C721F8C7 * sysname = AIX * machine = 00F8C7214C00 * version = 7 * release = 1 * distrib = unknown

In this example, the CPU ID is F8C721F8C721F8C7. Your information, including the cpuid, will differ from the example.

Support tools /contact Support This section describes the tools available to help you collect information and contact support if you are unable to troubleshoot an error or issue.

Accessing the Axway Support site In the Axway Sphere Support web site, click to select Contact us for the email address and phone number of your nearest Axway support site.

Opening a Support case Before contacting Customer Support, we suggest that you start by using the Axway online patch library to see if there is a patch available for your problem, or by searching for a solution in the Knowledge Database. If you still need to contact Support, have the following information available if possible:

Transfer CFT 3.3.2 Installation Guide 129 6 Troubleshooting

l Product version

l Operating system

l cft_support

To submit a Support request, you can do the following:

l Submit and track your request through the Axway Support Web site support.axway.com.

l Each time you submit a support request, that request is assigned a unique number. Use this specific number when you contact Customer Support concerning that case.

l You must have a user account to submit a Support request.

Using cft_support The cft_support tool collects all of the needed information from the customer's Transfer CFT installation environment, including the static configuration (PARM/PART), Unified Configuration parameters (UCONF), catalog information, communication media file status (CFTCOM), log files, execution environment (variables), disk space, and so on. This information is then packaged into a archive file called cft-support-(..gz|.zip).

Note When using the cft_support tool on other Operating Systems, refer to the OS-specific guide for the correct syntax.

Using Copilot

From the Copilot UI, click the debug icon. The report is saved in the Transfer CFT runtime directory, after which you are prompted to download the report to your desktop.

Using command line In command line, enter: cft_support collect [options]

Options:

l --help: Display this help and exit.

l --cat-filter: Filter the CFTUTIL LISTCAT output. See LISTCAT, or enter CFTUTIL HELP CMD=LISTCAT, to view available parameters.

l --cat-debug-filter: Filter the CFTUTIL LISTCAT CONTENT=DEBUG output. This option overrides --cat-filter.

l --no-core-analysis-gdb: Do not use gdb to analyze the cores. Unix only

l --no-core-analysis-dbx: Do not use dbx to analyze the cores. Unix only

Examples

Only collect information for a given transfer:

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cft_support collect --cat-filter="IDTU=A0000001"

Collect information for all transfers in error for a given partner:

cft_support collect --cat-filter="DIAGI=ERROR, PART=PARIS"

Collect transfer information related to a given IDF for all transfers in a brief LISTCAT, and only those transfers in error in a debug LISTCAT:

cft_support collect --cat-filter="IDF=BIN" --cat-debug-filter="IDF=BIN, DIAGI=ERROR"

The command CFTSUPPORT executes a program located in CFTPGM. This program generates a tar file in the IFS environment with all the necessary information for Axway.

Note CFTSUPPORT is currently not supported with an independent ASP (IASP).

Note ATM traces are available only when using Transfer CFT Local Administration. However Central Governance managed Transfer CFT is the recommended version.

UNIX: Core dump recommendations You can use the ulimit command to set the size limitation for a core dump in Transfer CFT on UNIX systems. We recommend that you set the size of the core dump to 2GB.

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Running Transfer CFT for the first time UNIX The elements and tasks required to start Transfer CFT for the first time include:

l Set the environment

l Start and stopping Transfer CFT

o Start using a command

o Shut down using a command

o Start or stop via a user interface

Set the environment After installing Transfer CFT , but before starting Transfer CFT you should:

l Execute the profile in the Transfer CFT runtime directory to define environment variables. Run: ‘. ./profile’

l Create a new set of Transfer CFT working files, parameters, partners, catalog, communication file, logs, use the sample configuration files cft-tcp.conf and cft-tcp-part.conf in the runtime/conf directory. You can configure these during the product installation, or manually after installation.

l Use cftinit > and/or cftupdate to interpret the parameter and partner files.

cftinit conf/cft- tcp.conf cftupdate conf/cft-tcp-part.conf

or

cftinit conf/cft-tcp.conf conf/cft-tcp-part.conf

Caution These commands generate an initial configuration by creating the configuration files. Any previous configurations, and any data in the communication file, catalog, or log files will be lost.

Sample file details

l cft-tcp.conf: Contains PARM object definitions (PARM, CAT, COM, LOG, ACCNT, PROT, SEND, RECV,...etc.)

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l cft-tcp-part.conf: Contains partner definitions (CFTPART, CFTTCP, CFTSSL)

Delivered partners are:

l PARIS - NEW YORK

l LOOP

l LOOPSSL0

Start and stop commands The following table lists the commands according to Transfer CFT version.

Version 2.7.1 and higher Version 2.7.0 and lower

cft start cftstart

cft stop cftstop

cft status cftstatus

cft force-stop cftstop -kill

cft force-stop –kill cftstop -forcedkill

Note The cftstart and cftstop commands, from version 2.7.0 and earlier, are redirected to the standardized commands for continued compatibility.

Start up You can start Transfer CFT with the cft start utility; see also Transfer CFT Management Utilities.

Shut down You can use one of the following methods to shut down Transfer CFT:

l The CFTUTIL utility

CFTUTIL shut fast=no or CFTUTIL shut fast=yes

l The cft utility

cft stop

For more information, see the administrative commands in Manage the Transfer CFT server.

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Start or stop via a user interface You can also use either Central Governance or the Transfer CFT Copilot UI to start or shut down Transfer CFT.

Automatic Transfer CFT start on system start up This section describes automatic Transfer CFT start procedures. However, the method used to run Transfer CFT when the system starts can vary according to the operating system. For more information on the various parameters' syntax, refer to your operating system documentation.

Because the time it takes to shut Transfer CFT down depends on the current workload, an automatic Transfer CFT shut down may cause the system shut down procedure to be temporarily suspended.

The examples in this section assume the following:

l Transfer CFT is installed in the cft user account

l Transfer CFT is installed as standard in the Axway/Transfer_CFT directory for this account

l In a multi-node environment, the Transfer CFT runtime is located in /mnt/axway/cft/runtime

l The home directory for this user is /home/cft

l Transfer CFT is correctly installed, configured, and manually tested before attempting any automatic activation procedure

Note The following sections refer to using a standard editor, for example, vi.

Using Systemd (Linux) Systemd is a system and service manager for Linux operating systems.

Define the Transfer CFT Copilot service (non multi-node) Use a standard editor to create the cftcopilot.service file in the /etc/systemd/system directory for a standalone installation as follows:

[Unit] Description=Axway Transfer CFT Copilot After=syslog.target network.target

[Service] Type=forking WorkingDirectory=/home/cft/Axway/Transfer_CFT/runtime ExecStart=/bin/sh -c '. ./profile && copstart'

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ExecStop=/bin/sh -c '. ./profile && copstop' Group=cft User=cft KillMode=process

[Install] WantedBy=multi-user.target

Define the Transfer CFT service (non multi-node)

Use a standard editor to create the cft.service file in the /etc/systemd/system directory for a standalone installation as follows:

[Unit] Description=Axway Transfer CFT After=syslog.target network.target

[Service] Type=forking WorkingDirectory=/home/cft/Axway/Transfer_CFT/runtime ExecStart=/bin/sh -c '. ./profile && cft start' ExecStop=/bin/sh -c '. ./profile && cft stop' Group=cft User=cft

[Install] WantedBy=multi-user.target

Define the Transfer CFT Copilot service (multi-node)

In a multi-node environment, you only need to define the Transfer CFT Copilot as a service. Copilot automatically starts the nodes. Use a standard editor to create the cftcopilot.service file in the /etc/systemd/system directory as follows:

[Unit] Description=Axway Transfer CFT Copilot After=syslog.target network.target

[Service] Type=forking WorkingDirectory=/mnt/axway/cft/runtime ExecStart=/bin/sh -c '. ./profile && copstart && cft start'

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ExecStop=/bin/sh -c '. ./profile && copstop -w' Group=cft User=cft KillMode=process

[Install] WantedBy=multi-user.target

Once you have validated that the service starts and stops correctly, you can enable it for automatic starts.

Start a service

systemctl start

Stop a service

systemctl stop

Enable a service for automatic start

systemctl enable

Disable a service

systemctl disable

Using the /etc/inittab file This procedure is typically valid on all UNIX systems.

The following examples assume that the su() system utility is located in the /bin directory.

The start procedures in this section require you to update key system files. If errors are made, the system may no longer boot correctly, so the system administration should make these modifications.

You can use the logger() system command to store error messages displayed during an automatic start. For this to operate correctly, the syslogd() system daemon must be running on your system. The system administrator can identify the specific Transfer CFT messages in the system log files at the:

l Error level and the local0 facility for error messages

l Information level and the local0 facility for a correct start

Define the Transfer CFT service

Use a standard editor to add the following line at the end of the /etc/inittab file:

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cft:2:once:/bin/su - cft -c ’. Axway/Transfer_CFT/runtime//profile; cft start –batch’

Define the Transfer CFT Copilot service

Use a standard editor to add the following line to the end of the /etc/inittab file:

cftcopilot:2:once:/bin/su - cft -c ’. Axway/Transfer_ CFT/runtime//profile; copstart’

Adding a file to /etc/rc2.d You can only use this method on systems with a /etc/rc2.d directory (SOLARIS for example).

The following examples assume that the su() system utility is located in the /bin directory.

The start procedures in this section require you to update key system files. If errors are made, the system may no longer boot correctly, so the system administration should make these modifications.

You can use the logger() system command to store error messages displayed during an automatic start. For this to operate correctly, the syslogd() system daemon must be running on your system. The system administrator can identify the specific Transfer CFT messages in the system log files at the:

l Error level and the local0 facility for error messages

l Information level and the local0 facility for a correct start

Define the Transfer CFT service

Use a standard editor, vi for example, to create a new file called /etc/rc2.d/S99cft.

Add the appropriate operating system start shell script to this file. The following shell script provides a basic example:

#!bin/sh # Starting Transfer CFT

if [ -f /home/cft/Axway/Transfer_CFT/runtime/profile] then /bin/su - mycft -c ’. Axway/Transfer_CFT/runtime/profile; cft start – batch’ fi

Define the Transfer CFT Copilot service

Use a standard editor, vi for example, to create a new file called /etc/rc2.d/S99cftcopilot.

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Add the appropriate operating system start shell script to this file. The following shell script provides a basic example:

#!bin/sh # Starting Transfer CFT Copilot if [ -f /home/cft/Axway/Transfer_CFT/runtime/profile] then /bin/su - mycft -c ’. Axway/Transfer_CFT/runtime/profile; copstart’ fi

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Configure systemd services This section describes the steps you must perform to start and stop, or update, Transfer CFT from Central Governance with Linux systemd services defined.

Note To perform the authorization procedures described in this page, you may want to refer to the sudoers documentation that corresponds with your Linux operating system.

Start the service using Central Governance or Copilot Perform the following steps to configure the Transfer CFT systemd service to start via Central Governance or Copilot, where:

l The Transfer CFT systemd service is called: cft

l The command to start this service is: sudo systemctl start cft 1. Authorize the Transfer CFT user to start the service without requiring a password. On Ubuntu/, use the visudo command to add a file called cft to /etc/sudoers.d/:

sudo visudo -f /etc/sudoers.d/cft

Then add the following line:

ALL=NOPASSWD:/bin/systemctl start cft

2. Create a script in the $CFTDIRRUNTIME/conf directory, for example called copcftstart, as follows:

#!/bin/sh sudo systemctl start cft $0

3. Set the UCONF copilot.misc.cftstart parameter to conf/copcftstart.

uconfset id=copilot.misc.cftstart, value=conf/copcftstart

Update using Central Governance with systemd services defined Configure support for the systemd service to apply updates via Central Governance, where:

l The systemd service created for Transfer CFT is called: cft

l The systemd service created for Copilot is called: cftcopilot

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1. Authorize the user that operates Transfer CFT to start and stop both services without requiring a password.

On Ubuntu/Debian, use the visudo command to add a file called cft to /etc/sudoers.d/:

sudo visudo -f /etc/sudoers.d/cft

Add the following lines:

ALL=NOPASSWD:/bin/systemctl start cft ALL=NOPASSWD:/bin/systemctl stop cft ALL=NOPASSWD:/bin/systemctl start cftcopilot ALL=NOPASSWD:/bin/systemctl stop cftcopilot

2. Create a script in the $CFTDIRRUNTIME/conf directory for each command as follows: a. Define a copcftstart script that starts the Transfer CFT service:

#!/bin/sh sudo systemctl start cft rm $0

b. Define a copcftstop script that stops the Transfer CFT service:

#!/bin/sh sudo systemctl stop cft rm $0

c. Define a copcopilotstart script that starts the Copilot service:

#!/bin/sh sudo systemctl start cftcopilot rm $0

d. Define a copcopilotstop script that stops the Copilot service:

#!/bin/sh sudo systemctl stop cftcopilot rm $0

3. Set the following UCONF parameters, which reference the scripts to start and stop both services.

uconfset id=copilot.misc.cftstart, value=conf/copcftstart uconfset id=copilot.misc.cftstop, value=conf/copcftstop uconfset id=copilot.misc.copstart, value=conf/copcopilotstart uconfset id=copilot.misc.copstop, value=conf/copcopilotstop

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Running CFTUTIL CFTUTIL is a command line mode user interface used to create the Transfer CFT working environment manually and configure the product. It allows you to create or delete a parameter, partner, catalog, log and accounting files.

The following operations can only be carried out when Transfer CFT is shut down.

l Modify or add certain parameters

l View the parameter, partner, catalog, log and accounting files

l Send commands to the monitor

Start CFTUTIL CFTUTIL is started up by entering CFTUTIL directly from the Transfer CFT program directory or from any other directory if the PATH environment variable includes the path pointing to the Transfer CFT programs.

CFTUTIL can also be activated in a shell procedure.

Line mode input CFTUTIL accepts line mode commands. The CFT > prompt enables you to enter any commands online and validate them by pressing ENTER.

To exit CFTUTIL, enter the /end command.

Example

% CFTUTIL CFT/V2/UAIX Release 2.4.0 2006/12/01 (C) Copyright Axway 2000-2006 CFT> send part=headoffice,idf=txt,fname=/home/lisa/report.txt CFTU94I SEND part =HEADOFFICE,idf=TX _ Correct CFT> /end %

Run-time parameters CFTUTIL can also accept commands passed either individually as parameters or in a command file:

l Command passed as a parameter: The command line is passed as a CFTUTIL parameter using the following syntax:

CFTUTIL command parameter=value, parameter=value,...

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Example

CFTUTIL listcat part=headoffice, direct=send

This command displays a table of scheduled (or performed) transfers to the headoffice partner

l File passed as a parameter

The following command runs the CFTUTIL utility, which reads the commands to be executed in the scen.cft file and displays the results on the screen:

CFTUTIL @scen.cft

Declaring additional users If Transfer CFT is to be run by users other than the holder of the account from which Transfer CFT was installed, these users must be added to the environment.

In all subsequent definitions, it is assumed that Transfer CFT is installed, by default, in the cft subdirectory of the user root directory ($HOME).

If your installation differs, you must modify the definitions provided.

Extending the command path (PATH) To use a Transfer CFT installed in another account, the paths pointing to the Transfer CFT /bin/, /bin/, and /runtime/src/exit/ command directories must appear in the PATH environment variable.

The actions required depend on the type of shell used. The following examples show how to add the /runtime/src/exit/ directory to the path list:

If the user shell is csh (C shell), add the following command to the ~/.cshrc or ~/.login file: set path=($path ~account_cft/cft/bin) If the user shell is sh (BOURNE shell) or ksh (KORN shell), add the following command to the $HOME/.profile file:

PATH=$PATH:root/cft_account/cft/bin; export PATH

where:

l root is the path pointing to the user directories (usually /home)

l cft_account is the name of the Transfer CFT installation account

For example, if Transfer CFT is installed in the cft subdirectory of the /home/transfer account, enter the following commands:

l For csh: set path=($path ~transfer/cft/bin)

l For sh or ksh:

PATH=$PATH:/home/transfer/cft/bin; export PATH

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Transfer CFT file access environment To access the Transfer CFT configuration files installed in another account, set the following environment variables defining the paths pointing to the Transfer CFT files and directories.

Environment variables used by Transfer CFT

The table below lists alphabetically all the environment variables used by Transfer CFT UNIX.

To simplify the descriptions, the variable name from this list will be used in the remainder of this guide to refer to the environment variables (for example, the assertion file to which CFTCATA points is equivalent to the file, the name of which is declared in the CFTCATA environment variable).

Path Pointing to the Files

Environment Default definition variable

CFTDIRINSTALL Top of the Transfer CFT installation directory structure CFTDIRRUNTIME Runtime directory CFTUCONF UCONF file CFTDIRDAT Data directory CFTDIRINS Conf directory CFTDIRLOG Log directory CFTDIRPUB Pub directory CFTDIRSEC Security directory CFTDIREXEC Exec directory CFTPKIDIR Directory containing the security information CFTPKIDIR Exit directory CFTDIRAPI Api directory CFTHICNF Security system initialization file CFTDSPCNF Display configuration file CFTKEY License key file CFTACNT Accounting file CFTACNTA Alternate accounting file CFTCATA Catalog file CFTTCOM Communication file CFTLOG Log file CFTLOGA Alternate log file CFTPARM Parameter file CFTPART Partner file CFTPKU PKI file

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Environment Default definition variable

CFTHINI Security system implementation file CFTHPARM Security system implementation parameter file

Setting the environment variables

In BOURNE shell (sh) or KORN shell (ksh), depending on your operating requirements, you must create the following commands in a file with the same strategy as the $CFTDIRUNTIME/profile file created by default during the installation procedure or add them to the $HOME/.profile file:

CFTDIRINSTALL=

CFTDIRRUNTIME=

CFTUCONF=$CFTDIRRUNTIME/data/cftuconf.dat

. $CFTDIRINSTALL/distrib/dat/profile.inc

# Set Directories for user Convenience

_EXPORT CFTDIRDAT $CFTDIRRUNTIME/data

_EXPORT CFTDIRINS $CFTDIRRUNTIME/conf

_EXPORT CFTDIRLOG $CFTDIRRUNTIME/log

_EXPORT CFTDIRPUB $CFTDIRRUNTIME/pub

_EXPORT CFTDIRSEC $CFTDIRINSTALL/distrib/am

_EXPORT CFTDIREXEC $CFTDIRRUNTIME/exec

_EXPORT CFTPKIDIR $CFTDIRRUNTIME/conf/pki

_EXPORT CFTDIREXIT $CFTDIRRUNTIME/src/exit

_EXPORT CFTDIRAPI $CFTDIRRUNTIME/src/capi

# Set CFT Logical Names From Uconf (For information Only)

# CFTACNT `cftuconf cft.cftaccnt.fname` # Accounting File

# CFTACNTA `cftuconf cft.cftaccnt.afname` # Alternate Accounting File

# CFTCATA `cftuconf cft.cftcat.fname` # Catalog Database

# CFTCOM `cftuconf cft.cftcom.fname` # Communication Media File

# CFTLOG `cftuconf cft.cftlog.fname` # Log File

# CFTLOGA `cftuconf cft.cftlog.afname` # Alternate Log File

# CFTPARM `cftuconf cft.cftparm.fname` # Parameter Database

# CFTPART `cftuconf cft.cftparm.partfname` # Partners Database

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# CFTPKU `cftuconf cft.cftparm.pkifname` # PKI Database

# CFTHINI `cftuconf cft.cftparm.habfname` # Access Management Control File

# CFTHPARM `cftuconf cft.cftparm.secparm` # Access Management Database

# Helper Environment Variables

_EXPORT CFTHICNF $CFTDIRRUNTIME/conf/default.sei

_EXPORT CFTDSPCNF $CFTDIRRUNTIME/conf/dspcnf.xml

_EXPORT CFTKEY $CFTDIRRUNTIME/conf/cft.key

_EXPORT CFTCONF $CFTDIRRUNTIME/conf/cft.conf

PATH=$PATH:$CFTDIRINSTALL/bin:$CFTDIREXIT:$CFTDIRAPI

export PATH

In C shell (csh), add the following commands to the ~/.cshrc or ~/.login file, with the following format:

setenv

For example, for the CFTCATA variable, you get:

setenv CFTCATA $CFTDIRRUNTIME/data/cft_cata

Privileges and rights All system users, irrespective of their user identifiers (uid) and group identifiers (gid), can theoretically communicate with another Transfer CFT started by a different user.

The only constraint is the rights that they have when accessing Transfer CFT configuration files. The minimum requirement is:

l Write access rights for the communication file to which the CFTTCOM environment variable points

l Read access rights for all files to which the other Transfer CFT environment variables point

l Read access rights for all Transfer CFT programs

l Read and execute access rights for all procedures written in a shell

Connecting to the Copilot server - UNIX Before you can start Transfer CFT from the Transfer CFT UI server, the Copilot server must be started. Additionally, you require rights to log on to this server.

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Define rights before logging on the Transfer CFT UI server

copilot.misc.createprocessasuser With PassPort AM Without PassPort value = AM

yes With PassPort AM Root privileges are required for CFTSU. Check user method: operating system login Create Process: Unix User In this case, the system user must exist in PassPort AM for security rights.

yes No PassPort Root privileges are required for CFTSU. AM Check user method: operating system login Create Process: Unix user

no (Unix default) With PassPort AM Check user method: AM login Create Process: Transfer CFT UI user (Copilot) In this case, users must be defined in PassPort AM for login and security rights.

no (Unix default) No PassPort AM Users must be created in the local Transfer CFT internal datafile (xfbadmusr)

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Using system users UNIX This section describes UNIX specific tasks to perform to enable system user authentication and file system rights.

l Enable the system as user authentication on page 147

l Enable the file user rights (USERCTRL) on page 148

o Automatically start the CFTSU process on page 148

o Manually start the CFTSUD process on page 149

Enable the system as user authentication This section describes the copilot.misc.createprocessasuser parameter, which by default is set to NO for Unix systems. This means that actions made on the configuration are done with the user that started the Copilot server.

Note Once you perform all of the following steps once, there is no need to repeat these steps (they are automatic) when applying a Transfer CFT update.

To control user authentication by the system:

1. Enable the UCONF copilot.misc.createprocessasuser parameter: CFTUTIL uconfset id=copilot.misc.createprocessasuser, value=YES

2. Log on as root. 3. Execute the profile.

4. Copy the cftsu executable to the following directory, where you must first create the cft sub-folder: $CFTDIRINSTALL/bin/cftsu /opt/cft/cftsu

The destination directory, for example /opt/cft/, must be outside of the $CFTDIRINSTALL directory to allow automatic updating when apply a SP or product update. 5. Execute the commands: root:root /opt/cft/cftsu u+s /opt/cft/cftsu

6. Set the copilot.unix.cftsu.fname parameter to /opt/cft/cftsu, for example: CFTUTIL uconfset id=copilot.unix.cftsu.fname, value=/opt/cft/cftsu

7. Copy the cftsu_setup executable to the runtime_dir/bin directory: cp $CFTDIRINSTALL/bin/cftsu_setup $CFTDIRRUNTIME/bin/cftsu_setup

8. Execute the commands: chown root:root $CFTDIRRUNTIME/bin/cftsu_setup chmod u+s $CFTDIRRUNTIME/bin/cftsu_setup

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Enable the file user rights (USERCTRL) To enable file system rights in Unix, configure one of the following two scenarios to execute using the either the CFTSU or the CFTSUD process.

Automatically start the CFTSU process Perform the following steps so that when Transfer CFT starts the CFTSU process is automatically started.

1. Set the CFTPARM USERCTRL option to YES to enable. 2. Check that the UCONF cft.unix.cftsu.isservice parameter is set to NO (default). 3. Log on as root. 4. Go to the Transfer CFT runtime and execute the profile. 5. Copy the CFTSU executable to a directory that is outside of the $CFTDIRINSTALL directory, for example /opt/cft/: cp $CFTDIRINSTALL/bin/CFTSU /opt/cft/CFTSU

Ensure that the destination directory is outside of the $CFTDIRINSTALL directory to allow automatic updating when you apply a Transfer CFT service pack or update. 6. Set the UCONF cft.unix.cftsu.fname parameter to the directory used above, for example /opt/cft/CFTSU.

CFTUTIL uconfset id=cft.unix.cftsu.fname,value=/opt/cft/CFTSU

7. Execute the commands: chown root:root /opt/cft/CFTSU chmod u+s /opt/cft/CFTSU

8. Copy the cftsu_setup executable to the $CFTDIRRUNTIME/bin directory: cp $CFTDIRINSTALL/bin/cftsu_setup $CFTDIRRUNTIME/bin/cftsu_setup

9. Execute the commands: chown root:root $CFTDIRRUNTIME/bin/cftsu_setup chmod u+s $CFTDIRRUNTIME/bin/cftsu_setup

Note After starting Transfer CFT, with a user other than root, the message CFTI34I PID=13653 /opt/cft/CFTSU Task started successfully (MQID=None) confirms that the CFTSU steps above were successful.

CFTSU procedures for updates and upgrades You do not need to repeat the Automatically start CFTSU process steps above when applying a Transfer CFT update after having performed this step at least once previously.

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However, if you execute a version upgrade:

l If you were using the CFTSU in the $CFTDIRINSTALL/bin directory, change to use the owner who installed Transfer CFT.

l Move the CFTSU to a directory outside of the $CFTDIRINSTALL/bin directory.

l Apply the upgrade.

l Execute the Start CFTSU process steps above.

Manually start the CFTSUD process In this scenario, the root user must manually start the CFTSUD process as a service before starting Transfer CFT.

1. Set the CFTPARM USERCTRL option to YES (enabled). 2. Before starting Transfer CFT, set the uconf parameter cft.unix.cftsu.isservice to yes.

3. Set the uconf parameter to cft.unix.cftsu.afunix=$(cft.runtime_ dir)/run/SCFTSU.

CFTSUD rights

Give special rights to the CFTSUD executable as follows:

1. Log on as root. 2. Execute following command: chown root:root $CFTDIRINSTALL/bin/CFTSUD

Start CFTSUD

The root user now starts the CFTSUD process and sets the AF_UNIX file owner, which you defined in cft.unix.cftsu.afunix. This results in Transfer CFT connecting via the CFTSUD process when started.

1. Log on as root. 2. Go to $CFTDIRRUNTIME directory. 3. Execute the Transfer CFT profile: . ./profile

4. Start CFTSUD: CFTSUD

5. Set the AF_UNIX file owner as the user that starts Transfer CFT: chown :

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Switching procedure

l About the switching procedure

l Switching log files

l Switching accounting files

About the switching procedure Transfer CFT maintains activity traces in primary and alternate files:

l Transfer events are stored in two log files, to which the CFTLOG and CFTLOGA environment variables point respectively

l Accounting data concerning successful transfers is stored in two accounting files, to which the CFTACNT and CFTACNTA environment variables point respectively

The switching principle is described the housekeeping topic in the Transfer CFT User Guide.

Switching between the primary and alternate files is configured by the operator when Transfer CFT is configured. It requires the following definitions:

l The time at which switching is to take place each day This switching time is entered using the SWITCH command

l The switching procedure, using the EXEC command; this procedure, written in the shell, controls the switching operation

The SWITCH and EXEC commands must be added as follows:

l To switch log files, the following declaration is used in the CFTLOG section:

CFTLOG ID = log0, FNAME = '_CFTLOG', /* Log file */ AFNAME = '_CFTLOGA', /* Alternate log file */ SWITCH = 2359, /* Switching time */ EXEC = 'switch.cmd' /* Switching procedure */

l To switch accounting files, the following declaration is used in the CFTACNT section:

CFTACCNT ID = acct0, FNAME = '_CFTACNT', /* Accounting file */ AFNAME = '_CFTACNTA', /* Alternate accounting file */ SWITCH = 2359, /* Switching time */ Exec = 'switch.cmd',/* Switching procedure */

Note After the switching procedure has completed, the old files used must be purged so that they can be reused by Transfer CFT for the next switch.

If this is not done, Transfer CFT will freeze the next time it is started.

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Switching log procedure In the log file, Transfer CFT begins working on the file that CFTLOG points to. After the first switch, Transfer CFT uses the file that CFTLOGA points to. At the next switch, it returns to the file to which CFTLOG points and so on, using in turn the files to which CFTLOG and CFTLOGA point.

With this method, the current and previous, from the day before, log files are maintained.

Although this is an adequate solution for straightforward operations, you may wish to have a slightly longer archiving period.

The example below describes a simplified procedure that maintains a history over four days rather than two. This switching procedure, switch.cmd, is located in the /runtime/conf/ directory and is used in the cft-tcp.conf sample configuration.

Example: switching log files

This procedure is an example. It does not, for example, take into account the various error conditions. Its contents are as follows:

#!/bin/sh # # Sample LOG file switching procedure # filename=`cft2unix &flog` ${filename} ${filename}_sav CFTUTIL CFTFILE type=log,fname=$filename rm $0

The effects of each line in the procedure are as follows:

l #!/bin/sh

Use of the BOURNE shell is systematically forced; even if it is not essential for this example, it is a good safety measure

l filename=`cft2unix &FLOG`

l The Transfer CFT FLOG symbolic variable is used to retrieve the name of the log file to which the CFTLOG environment variable points (Transfer CFT symbolic variables are described in the Transfer CFT Concepts guide)

l The cft2unix utility is provided in the /bin directory. It receives the physical name of a file if &flog contains a Transfer CFT logical name. Otherwise, it returns the name passed as a parameter

Example: the cft2unix log command returns log whereas cft2unix_CFTLOG returns the value of the CFTLOG environment variable.

The name of the log file is then stored in the filename variable (cft_log for example)

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l mv ${filename} ${filename}_sav

l The log file to which filename points is copied to a new file and given the _sav extension (cft_ log becomes cft_log_sav for example)

l CFTUTIL CFTFILE TYPE=LOG, FNAME=$filename

l The initial log file is recreated. Do not forget that the log file concerned must be empty, so that Transfer CFT can use it for switching

l rm $0

The temporary file is deleted (see the section Transfer CFT and Temporary Files).

Switching accounting files A simplified version of the previous procedure for switching the accounting file with the same backup properties is described below. This switching procedure, switchacnt.cmd, is located in the /runtime/conf/ directory and is used in the cft-tcp.conf sample configuration provided.

Example: switching accounting files

#!/bin/sh # # Sample accounting file switching procedure # filename=`cft2unix &FACCNT` mv ${filename} ${filename}_sav CFTUTIL CFTFILE TYPE=ACCNT, FNAME=$filename rm $0

This procedure is an example intended to illustrate the concept. It does not take into account possible error conditions.

Processing accounting files Transfer CFT maintains accounting data on successful transfers in two accounting files. The primary and alternate files are managed in turn and are pointed to by the CFTACNT and CFTACNTA environment variables, respectively.

This topic provides an example of the accounting file, and how to that the accounting configuration is correct.

The general principles of accounting files are described in Defining the recording mode.

Unlike log files, the ASCII contents of which can be viewed directly using an editor or other standard tool, accounting files are binary-coded. A specific tool is required to process this information depending, on the criteria applying in each work situation.

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The programming example provided below should clarify this aspect. The program operates in a similar way to the catalog display commands, in that it scans an accounting file and displays all the fields stored for each record.

Note The data stored in the accounting files is likely to change over time in terms of volume or value. You are therefore advised to recompile any program that you may develop from the information provided in these files each time Transfer CFT is updated.

Although this example is part of the standard package, it is only loaded on to your system if you request the Programming interface and EXITs installation option.

Sample file components The /runtime/src/exit subdirectory contains:

l A sample source module, called exacct.c, with its associated include file (exacct.h)

l The mk_exacct compilation procedure, which uses the exacct.c sample source module to generate the EXACCT executable file; this file is automatically stored in the /bin/ subdirectory

To generate the EXACCT sample file, proceed as follows:

1. Access the /runtime/src/exit/ directory. 2. Enter the command: make -f mk_exacct

The sample file provided uses the Full ANSI C syntax. If your C compiler does not use this mode by default, set the appropriate option.

On some systems (HPUX for example), a compilation error may arise because the uchar_t type is undefined. If this occurs, rerun the make command with the additional parameter CFLAGS=-DACCT_UCHAR, in other words:

make -f mk_exacct CFLAGS=-DACCT_UCHAR

Testing the accounting file configuration This test can only be run if you have already made successful transfers with Transfer CFT from one of the test configurations provided (cft-tcp.conf or cft-coms.conf).

Proceed as follows:

1. Access the /runtime/log/ directory. 2. Using the -l command applied to this directory, select the file to be tested from the two accounting files (by default the cft_acnt file or the cft_acnta alternate file). The alternate file is used in the example. 3. Run the EXACCT program with the name of the accounting file as a parameter:

EXACCT cft_acnta

4. Check that the various fields of your transfers are displayed.

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Suffix management By default, during file send or receive operations, Transfer CFT uses the file type, FTYPE, to determine the action to be taken. However, Transfer CFT also features a mechanism called suffix management which enables Transfer CFT to determine the type of file processed from the file name. This topic describes:

l Defining suffixes

o Enabling suffix management

l Separating file name extensions

Defining suffixes For Transfer CFT a suffix is the rightmost part of the file name, and may have up to eight characters.

To be recognized by Transfer CFT, a suffix must be declared in the suffixes.def file located in the directory to which the CFTDIRDAT environment variable points, usually the /runtime/data/ directory.

The suffix definition file is a text file that the user creates using a text editor, vi for example. Each suffix definition must be in the form: =

Where:

l The length of the suffix is less than or equal to eight characters

l FTYPE is one of the file types recognized by Transfer CFT

Furthermore, the lines making up the suffixes.def file must comply with the following rules:

l There can be only one suffix definition per line

l Suffixes can be defined with wildcard characters, which define either any character (?) or any character string (*)

l The suffix definitions are case-sensitive but the types are not. Type t is, therefore, identical to type T, but the suffix .txt is different from the suffix .TXT

l Empty lines and lines containing only spaces are ignored

l Comments can be inserted in this file using the # character Any text situated between a # character and the end of the line will be considered to be a comment

Sample suffix definition file:

# # Sample suffix definition file # .doc=O # MS-DOS text file (param.doc for example) .txt=T # UNIX text file(cft.txt for example) *.bin=B # Binary file (fil.bin for example) *.dat?=B # Binary file (john.dat0,fred.data for example)

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# ...

Enabling suffix management Suffix management is enabled by setting the FTYPE field to a space in the CFTSEND or CFTRECV sections. In the Transfer CFT syntax, this space must be placed between single quotes.

Example

CFTSEND ID = DAT, FTYPE = ' ', MODE = REPLACE

Separating file name extensions Transfer CFT provides a parameter option that allows the user to the separate the file name from the file extension, mimicking the Transfer CFT Windows functionality.

In Transfer CFT the name of a file is referred to as ROOT or FROOT, and the file extension (suffix) is FSUF or SUF. So for example, if you have a file called sample.txt and in Transfer CFT you define FROOT=sample.txt, then in standard functioning:

l In Unix the FSUF is empty

To enable the option to separate the file name and extension in Unix, set the following UCONF value to yes:

cft.unix.parse_file_name_suffix=yes

For more information on unified configuration parameters, see UCONF: Unix-specific parameters.

Transfer CFT temporary files Depending on the processing involved, Transfer CFT creates various temporary files in the /tmp directory. This topic describes temporary files, how to delete them, and provides an example.

Temporary files

Transfer CFT temporary files There are four types of temporary files corresponding to different types of actions:

l /tmp/cftlo* files are produced during the log switching procedure

l /tmp/cftcn* files are produced when the accounting feature is enabled

l /tmp/cftsu* files are produced when end of transfer procedures are run

l /tmp/cftsu*.err files correspond to the results of commands in the cftsu* files

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Deleting temporary files Transfer CFT cannot delete temporary files automatically. It does not know exactly when the end of the user script is reached.

To avoid saturating the /tmp directory, you should end any shell procedure with the rm $0 command.

Note If this command is omitted, the /tmp partition rapidly becomes full and the end of transfer procedures will fail.

This command deletes the procedure that runs it and is applicable to cftlo*, cftfcn* and cftsu* files.

Additionally, the cftsu*.err files associated with cftsu* files should be deleted. However, to avoid losing any errors that may be logged in this file, it is best to check that the file is empty before deleting it.

For example, write:

if test -s $0.err then $0.err contains data to be consulted else rm $0.err fi

TMPDIR environment variable You can use the environment variable TMPDIR= to define a temporary directory in Unix and POSIX. If you define TMPDIR, the temporary file goes in this directory. If you do not define TMPDIR, Transfer CFT uses the default directory (/tmp).

Example

export TMPDIR=/home/Desktop/tmpdir/

Sample procedure The contents of the recvm.cmd file stored in /runtime/conf/ are shown below. The recvm.cmd file is a sample procedure executed after receiving a message.

This procedure must first be declared in the CFTPARM section of your configuration file, in the EXECRM field, so that it can be executed.

Example:

EXECRM = '/home/transfer/cft//runtime/conf//recvm.cmd'

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The contents of the recv.cmd file are as follows: echo "MESSAGE RECEIVED" /* display of the message received */ echo "** &msg **" /* by CFT using the &msg symbolic */ /* variable that contains the */ /* message text */

rm $0 /* deleting the /tmp/cftsu* */ /* temporary file */

if test -s $0.err then echo $0.err contains data to be consulted else rm $0.err fi

Transfer CFT identification Some clients package Transfer CFT/UNIX to meet the special requirements of their company. This specific package can apply to both the product in its ready-to-install state, as delivered by Axway, and the product specifically preconfigured for the company.

To make it easier to identify this type of product, a specific directory is available on the delivery medium and product following installation. This directory is called .info (the dot must be included before the name).

This .info directory is located:

l For the installable product, on the same level as the other product files to install

l For the installed product, in the subdirectory in which Transfer CFT/V2/UNIX was generated, in the examples provided in this guide, this is the cft directory

This directory comprises a series of subdirectories ending with an empty file. These various levels provide the information below in the following order:

l Transfer CFT release, cft240 for example

l Product generation date, 20060307 for example

l Operating system, AIX for example

l Operating system release, for example, for AIX: 43

l If necessary, the hardware manufacturer, for example, for AIX: IBM

Taking the examples above, the complete directory structure is as follows:

.info/cft240/20060307/AIX/43/IBM

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Note This directory and the information it contains are also used by Transfer CFT. As some utilities are very similar from one product release to another, the release information is retrieved to fine-tune the way in which the utilities behave.

Client/server variable additions To allow recent clients to dialog with older servers, several additions have been made to the environment for Transfer CFT releases on UNIX systems. This topic describes the additional environmental variables for the Client/server model.

These additions are mainly used when creating a:

l cftinq.cfg configuration file

l CFTDIRINQ environment variable

Client/server environmental variables

cftinq.cfg configuration file The cftinq.cfg file is found in the /runtime/data/ subdirectory. When Transfer CFT is running normally, not in client/server mode, the appropriate values for your local Transfer CFT are automatically set in this file.

CFTDIRINQ environment variable When Transfer CFT is installed, an environment variable called CFTDIRINQ is automatically set. By default, not in client/server mode, its content points to the Transfer CFT /runtime/data/ subdirectory containing the cftinq.cfg file.

Client/server mode To enable a client to dialog with a server, the CFTDIRINQ variable must contain the path pointing to the cftinq.cfg file of the remote server, as provided by the remote site administrator.

Transfer CFT user interface Transfer CFT user interface, Copilot, is a screen-based user interface enabling you to prepare and monitor most aspects of Transfer CFT operations.

[FOR DETAILS: User interfaces: Start here]

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UNIX-specific unified configuration options This topic describes the unified configuration values to define for the following Unix options in Transfer CFT:

l Command line history: enable readline

l System user: define CFTSU

l Separating filenames from the file extension

l General Unix-specific parameters

Command line history (readline)

Parameter Default Description

cft.unix.readline.enable YES | NO Enable readline history for CFTUTIL PKIUTIL and SECUTIL.

cft.unix.readline.history_ $(HOME)/.cft_ Readline history file. fname history

cft.unix.readline.history_ 1000 Readline history size. size

System user

Parameter Description

cft.unix.cftsu.afunix Defines the address family file for inter-process communications.

cft.unix.cftsu.isservice Defines the use of CFTSU as a service.

cft.unix.cftsu.fname Specify the absolute path name to the CFTSU to execute when the user control is enabled, to enable upgrading without being the system administrator. See Unix: Using system users.

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Separating filename and extension

Parameter Default Description

cft.unix.parse_ No Use this setting for a Transfer CFT running in Unix to separate file_name_ the extension from the name of the file, as is done in Windows. suffix Possible values:

l Yes: Enables Unix to mimic Windows functioning so that the name of the file and the type of extension are presented separately

l No: Disables the feature to have normal Unix file functioning with no extension type displayed

See Suffix management.

UNIX parameters

ID Default Former value

cft.unix.active_trans (int) 256 active_trans (cftstart)

cft.unix.start_timeout (int) 30

cft.unix.stop_timeout (int) 30

cft.unix.passwd_fname (fname) $(cft.runtime_dir)/conf/

cft.unix.passwd_temp (fname) $(cft.runtime_dir)/conf/passwdXXXXXX

cft.unix.group_fname (fname) $(cft.runtime_dir)/conf/group

cft.unix.group_temp (fname) $(cft.runtime_dir)/conf/groupXXXXXX

cft.unix.cfttrk_out_fname (fname) $(cft.runtime_dir)/run/cfttrk.out

cft.unix.pid_fname (fname) $(cft.runtime_dir)/run/cft.pid

cft.unix.ipc_fname (fname) $(cft.runtime_dir)/run/cft.ipc

copilot.unix.unix_socket_ (fname) $(cft.runtime_dir)/run/S_COPSMNGFW fname

copilot.unix.pid_fname (fname) $(cft.runtime_dir)/run/copilot.pid CFTCOPILOTPID

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Define additional environment variables Unix

When loading the Transfer CFT profile, files that are stored in the profile.d directory are also executed, and all of the defined environment variables are then available in the current environment. This enables you to use these variables in the Transfer CFT configuration or processing scripts.

Procedure

1. Create a new file in the $CFTDIRRUNTIME/profile.d directory, and add your customized variables as follows. For example: _EXPORT MYVARIABLE01 TheVariableValue01 _EXPORT MYVARIABLE02 TheVariableValue02

2. Execute the profile command.

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About Transfer CFT utilities This section describes Transfer CFT Unix utilities. These utilities are divided into the following groups:

l Management utilities

l Control utilities

l System utilities

Note In this section, the term Transfer CFT designates the Transfer CFT software package on UNIX platforms.

This topic describes the Transfer CFT utilities that you find in the cft//bin/ sub-directory after completing installation.

Overview The Transfer CFT utilities described here, do not replace the basic commands described elsewhere in this document. Their purpose is to simplify common tasks performed with Transfer CFT.

For parameters details, refer to the corresponding command in the Transfer CFT Command Guide > Parameters index.

Transfer CFT utilities in UNIX The available utilities are listed below in alphabetical order.

Utility Definition

atoe ISO 8859-1 ASCII to EBCDIC conversion table.

cft2unix Utility setting Transfer CFT environment variables.

cftalog Direct display of the secondary (alternate) Transfer CFT log file.

cftcata Verbose display of the Transfer CFT catalog file.

cftcatab Brief display of the Transfer CFT catalog file.

cftcatal Utility migrating and/or extending the Transfer CFT catalog file.

cftdelcat Utility deleting an entry from the catalog.

cftinit General Transfer CFT initialization utility.

cftkey System data display.

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Utility Definition

cftlog Direct display of the Transfer CFT log file.

cftparm Direct display of the configuration parameters component.

cftpart Direct display of the configuration partners component.

cftping Transfer CFT state assessment utility.

cftstart Controlled startup of Transfer CFT.

cftstop Controlled shutdown of Transfer CFT.

cftupdate Utility updating the Transfer CFT configuration.

cftutil Simplified display of the standard CFTUTIL commands.

cftversion Utility retrieving the Transfer CFT release.

etoa EBCDIC to ISO 8859-1 ASCII conversion table.

secinit Utility initializing the Transfer CFT security environment.

secupdate Utility updating the Transfer CFT security environment.

xfbadmgrp Group management utility (all users accessing the Copilot server).

xfbadmusr Utility managing users accessing the Copilot server.

xvi Utility processing the conversion tables.

Conversion tables By default, Transfer CFT uses internal tables to convert ASCII characters to EBCDIC and vice versa. They are based on the ASCII character set as defined on PC/DOS systems.

If you want to perform a conversion using the ISO 8859-1 ASCII character set, run the CFTXLATE command with the following external conversion tables:

l atoe: ISO 8859-1 ASCII to EBCDIC

l etoa: EBCDIC to ISO 8859-1 ASCII

The xvi utility described in System utilities can be used to create specific conversion tables or modify existing tables.

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Management utilities This topic describes the following management utilities:

l cftinit

l cft start

l cft stop

l cft update

l cftutil

l secinit

l secupdate

Management utilities descriptions

cftinit cftinit is a general Transfer CFT initialization utility.

Syntax

cftinit [ [...]]

Standard use

cftinit is normally used with a single parameter, which is the name of the Transfer CFT configuration file.

cftinit my_config.cft

Advanced use

Several file names can be included in the command line. Normally, all Transfer CFT parameters are declared in a single file. However, for organizational reasons, you may wish to separate the configuration into several files (for example, a file describing the CFTPART cards and another file containing the CFTPARM, CFTLOG cards, and so on).

cftinit partners.cft the_rest.cft

Note

l If no file name is passed as a parameter, the program requests one or more file names

l If no name is supplied, the program stops

l When cftinit is launched, it creates the catalog and communication files. You can modify the default sizes of these files to suit your requirements by updating the uconf values for cft.cftcat.default_size and cft.cftcom.default_size (these values are expressed as a number of records).

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cft start The cft start utility performs a controlled startup of Transfer CFT and its additional elements.

Syntax

cftstart [ | -batch]

Standard use

cft start is normally used without parameters. It checks the Transfer CFT environment to ensure that Transfer CFT starts up correctly. It then runs Transfer CFT, waits for the processes to start up and displays an information message with the (PID) of the CFTMAIN process.

% cft start Starting CFT with IDPARM "IDPARM0" Starting CFTMAIN ... started Starting CFTTCOM .... started Starting CFTTPRO ... started Starting CFTLOG ... started CFT started correctly. CFTMAIN process ID is 23564. %

Advanced use

If Transfer CFT is configured with advanced settings, the IDPARM field can be passed as a parameter. If no parameter is entered, IDPARM0 is used by default. If an invalid IDPARM value is entered, cftstart displays the values available in the Transfer CFT configuration.

%cftstart IDPARM1 Invalid IDPARM "IDPARM1". Valid IDPARMs are: CFTPARM ID = 'IDPARM0', CFT not started. %

Batch mode

You must only use the cftstart command with the -batch option when starting up Transfer CFT automatically at system startup. This additional option only modifies the way in which the command is displayed

The logger() system command is used to store any error messages displayed during automatic startup. Therefore, for this device to operate correctly, the syslogd() system daemon must be running on your system. The system administrator will easily identify in the system log files the specific Transfer CFT messages, which are:

l Error level and local0 facility for error messages

l Information level and local0 facility for correct startup

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The -batch parameter cannot be used with the IDPARM parameter.

Notes: cftstart triggers a timeout each time a process required by Transfer CFT is activated. Normally, this timeout is sufficiently long, but if the system has an excessive load or is an old system that is too slow, cftstart may generate a spurious error. If this happens, edit the cftstart shell and change the start_timeout field at the beginning of the file to a suitable value (in seconds).

When the system is delivered, cftstart does not automatically activate the additional Transfer CFT elements such as SCOPE or Copilot by default. To customize cftstart operation, refer to Using Additional Elements.

cft stop The cft stop utility performs a controlled shutdown of Transfer CFT.

Syntax

cft stop [-kill]

Standard use

The cft stop command, used without parameters, shuts down Transfer CFT by sending the SHUT FAST=YEScommand. It then waits until the various Transfer CFT processes are stopped.

% cft stop Waiting for CFTLOG .... stopped Waiting for CFTTCPS ... stopped Waiting for CFTTPRO ... stopped Waiting for CFTTCOM ... stopped Waiting for CFTTFIL ... stopped Waiting for CFTMAIN ....stopped CFT stopped correctly. %

If cft stop detects abnormal behavior during the shutdown phase, it displays the following message:

% cft stop Invalid state of Transfer CFT.

Use Cft force-stop to force Transfer CFT to shut down.

Advanced use

In the event of a problem, the program recommends that you shut down Transfer CFT using theCft force-stopcommand.

This command then forces a Transfer CFT shutdown. It is normally successful, but depending on the state of the system, more serious malfunctions may be encountered.

If a serious malfunction occurs at Transfer CFT level, an alarm message is displayed before continuing with the housekeeping procedure, to inform you about the possible consequences of the next command.

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Note In the event of a serious malfunction, this command removes the message queues, shared memory segments and semaphore vectors assigned to the Transfer CFT user. This could be fatal to any other applications started up by the user and calling on the same types of resources.

% cft stop Invalid state of CFT. UseCft force-stop to force shutdown of Transfer CFT % cft stop -kill

*************** *** WARNING *** ***************

Using this action can seriously damage the IPC status of other applications running on the same login (as X server).

If you are not sure, use the ^C command and contact your technical support.

If you want to continue, enter the word 'yes' : yes

### Process destruction ### Killing process 'CFTLOG', pid 18210 Killing process 'CFTTCPS', pid 38966 Killing process 'CFTTPRO', pid 38438 Killing process 'CFTTCOM', pid 36388 Killing process 'CFTTFIL', pid 36268

### IPC destruction ### Removing msg queue 61455 Removing msg queue 57360 Removing msg queue 98321 Removing msg queue 90130 Removing msg queue 233491 Removing shared memory 69638 Removing shared memory 36871 Removing semaphore 49167 Removing semaphore 49168 CFT stopped. %

Note

l cftstop triggers a timeout each time a process required by Transfer CFT is shut down. Normally, this timeout is sufficiently long, but if transfers are in progress or the system has an excessive load or is an old system that is too slow, cftstop may generate a spurious error. If this happens, simply edit the cftstop shell and change the stop_timeout field at the beginning of

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the file to a suitable value (in seconds) to correspond to the DISCTD and DISCTS fields in your configuration.

l When the system is delivered, cftstop does not automatically shut down the additional Transfer CFT elements such as SCOPE or Copilot by default. To customize cftstop operation, refer to Using Additional Elements.

cftupdate The cftupdate utility is used to update the configuration.

Syntax

cftupdate [ ...]

Notes:

l You can only update the CFTPART, CFTxxx (for the networks), CFTSEND cards, and so on

l This command should be considered to be an alias of CFTUTIL @ for each file name passed as a parameter in the command line

cftutil The cftutil command submits a standard CFTUTIL instruction, but displays the results without a banner. In addition, if the command return code is non-null, a message is displayed.

Syntax

cftutil

Use

% cftutil listcat type=z CFTU26E LISTCAT _ Error (TYPE Bad value for parameter) cftutil code 115 %

secinit The secinit utility is used to initialize the Transfer CFT security environment.

Syntax

secinit [ [...]]

Standard use

secinit is normally used with a single parameter, which is the name of the file containing the Transfer CFT security configuration.

secinit my_config.cft

Advanced use

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Several file names can be included in the command line. Normally, all Transfer CFT security parameters are declared in a single file. However, for organizational reasons, you may wish to separate the parameters into several files.

secinit start_my_config.cft the_rest.cft

Note

l If no file name is passed as a parameter, the program will request one or more file names

l If no name is supplied, the program stops

l When activated, secinit creates the security database

secupdate The secupdate utility is used to update the Transfer CFT security environment.

Syntax

secupdate [ ...]

This command should be considered to be an alias of SECUTIL @ for each file name passed as a parameter in the command line.

Transfer CFT control utilities This topic describes the following Transfer CFT control utilities and their syntax:

l cftcata

l cftcatab

l cftcatal

l cftlog

l cftalog

l cftparm

l cftpart

l cftdelcat

l xfbadmgrp

l xfbadmusr

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Control utilities descriptions

cftcata cftcata is a shortcut for the CFTUTIL LISTCAT command with the TYPE=ALL, CONTENT=DEBUG options.

Syntax

cftcata [IDT]

Standard use

This command is used without parameters. cftcata displays the entire Transfer CFT catalog page by page but without a banner (debug mode).

Advanced use

This command is used with a transfer identifier (IDT) as a parameter. cftcata displays the entire contents of the Transfer CFT catalog page by page and without a banner (debug mode) for the relevant identifier.

cftcatab cftcatab is an improved shortcut for the CFTUTIL LISTCAT command with the TYPE=ALL, CONTENT=BRIEF options

Syntax

cftcatab [STATE]

Standard use

When used without parameters, cftcatab displays a condensed version of the Transfer CFT catalog page by page but without a banner (brief mode).

Advanced use

When used with a transfer state (STATE) as a parameter. cftcatab displays a simplified version of the Transfer CFT catalog page by page and without a banner (brief mode) for the selected transfer state.

cftcatal The cftcatal utility is used in particular to dynamically increase the size of the Transfer CFT catalog file, without losing information.

Syntax

cftcatal

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The cftcatal command is used to modify the size of the Transfer CFT catalog. In a multi-node environment, this action resizes all nodes.

cftlog cftlog is a shortcut to display the Transfer CFT log file page by page. The page by page display is obtained via the more utility.

Syntax

cftlog

cftalog cftalog is a shortcut to display the secondary (alternate) Transfer CFT log file page by page. The page by page display is obtained via the more utility.

Syntax

cftalog

cftparm cftparm is a shortcut for the CFTUTIL LISTPARM TYPE=ALL command.

Syntax

cftparm

cftpart cftpart is an improved shortcut for the CFTUTIL LISTPART TYPE=ALL command.

Syntax

cftpart

cftdelcat cftdelcat is an improved shortcut for the CFTUTIL DELETE command.

Syntax

cftdelcat [part=PART]

Standard use

This command is used without parameters. cftdelcat deletes all entries in the Transfer CFT catalog.

cftdelcat

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Advanced use

This command is used with a partner (BOSTON in the example). It deletes all Transfer CFT catalog entries for the selected partner.

cftdelcat part=BOSTON

xfbadmgrp The xfbadmgrp utility is used to create, delete, modify and check a group (of users) with access rights to the Copilot server. It can be used in interactive mode associated with a command (add, delete, and so on) or in batch mode, specifying each of the required commands (-G group –p passwd, and so on).

General command syntax Add a user group:

xfbadmgrp add [-G ] [-p ] [-g ] [-u ]

Delete a user group:

xfbadmgrp delete [-G ]

Modify a user group:

xfbadmgrp modify [-G ] [-p ] [-g ] [-u ]

Display information on existing groups:

xfbadmgrp print [-G ]

This command displays information on a given group (if the -G option is used) or on all existing groups.

Standard use xfbadmgrp add | delete | modify | print | check | help

Advanced Use

Various options can be used to make it easier to enter information or allow you to work in batch mode:

l -G : ASCII name of the user group

l -p : Password required to access this group

l -g : Numeric identifier of the group. If it is set to AUTO, the GID is generated automatically

l -u : List of existing users, separated by a comma

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xfbadmusr The xfbadmusr utility is used to create, delete, check, and modify a user with access rights to the Copilot server. It can be used in interactive mode associated with a command (add, delete, and so on) or in batch mode, specifying each of the required commands (-G group -p passwd, and so on).

General command syntax

Add a user

If the group does not exist, it is automatically created with the user login name.

xfbadmusr add [-l ] [-p ] [-u ] [-g ]

Delete a user

Users in the group file are automatically deleted from all the groups with which they are associated.

xfbadmusr delete [-l ]

Modify a user

If necessary, modifications are applied automatically to the group file.

xfbadmusr modify [-l ] [-p ] [-u ] [-g ]

Check a user xfbadmusr check [-l

Display information on existing users

Display information on a given user (if the -l option is used) or on all existing users.

xfbadmusr print [-l ]:

Standard Use

xfbadmusr add | delete | modify | print | check | help

Advanced Use

You can use the following options to make it easier to enter information, or to work in batch mode:

l -l < login >: Login name

l -p < passwd >: Password

l -u < UID >: User identifier - When set to AUTO, a UID is generated automatically

l -g < GID >: - When set to AUTO, the GID is generated automatically

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System utilities This topic describes the following Transfer CFT system utilities:

l cft2unix

l cftkey

l cftversion

l cftping

l xvi

cft2unix The cft2unix utility is used in a user shell to obtain the value of an environment variable or the name of a logical file used by Transfer CFT. This command is useful when switching between log and accounting files. See the section on switching procedures in the topic Configuring Transfer CFT.

Syntax

cft2unix

Use

% cft2unix _CFTLOG /home/transfer/cft//runtime/log//cft_log %

cftkey cftkey is a small utility used only to display all information that may be requested by the Axway Technical Support Team for details about your system.

Syntax

cftkey

Use

% cftkey

Technical System Data -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- build IBM model A0 procs 02 cpuid 8828D8828D8828D8 syst AIX level 4 state 1

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The example above shows the information supplied by cftkey on an AIX 4.1-based IBM system.

Note that the procs item indicates:

l The value 1+ if the number of processors cannot be determined dynamically, or

l The number of processors physically available on the system (and not the number of active processors)

cftversion cftversion provides the same result as the CFTUTIL ABOUT command but without the associated banners. This is a quick method of providing the sales department with the information required, for example, to calculate the software protection key or determine the Transfer CFT technical level.

Syntax

cftversion

Use

% cftversion CFT/V2/UAIX 2.4.1 2006/12/01 <- Generation date Copyright AXWAY 2006

information: * product = CFT/V2/UAIX * version = 241 * level = 1a-200-U0C * Upgrade = 1404

information: <- Information required to * model = A0 <- calculate the software * cpuid = 8828D8828D8828D8 <- protection key

ABOUT _ Correct

cftping The cftping utility is used to determine whether Transfer CFT is running on the user account.

Syntax

cftping [-h | -v | -i | -p]

Note The results of this command do not guarantee that Transfer CFT is 100% operational. They do indicate that the product normally generated when Transfer CFT is activated, CFTMAIN and main shared memory segment, are present on the system.

Use in a shell script

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One of the advantages of cftping is that by testing the command return code, you can determine whether or not Transfer CFT is running in the operator's account. The two commands described earlier, cftstart and cftstop, use cftping.

If it is used in a shell script without any options, the program returns the following values:

l 0: Transfer CFT is not running; the environment (shared memory) is correct

l 1: Transfer CFT is running; the environment (shared memory) is consistent

l 2: Transfer CFT is running but the status is inconsistent at shared memory level

l 3: Transfer CFT is not running (CFTMAIN is not present) but the status is inconsistent (at least one of the shared memory segments exists)

l 9: procedure error

These values can easily be retrieved and processed in a shell script. For example, a script written in Korn Shell may contain the following lines:

cftpid = `cftping -p` # store CFT PID code = $? # cftping execution code if [ "$code" != "0" ] then echo "CFT is not running" else

Your error handling code.... fi

Use in interactive mode

Where:

l -v: verbose mode (displays the current Transfer CFT status as alive, not running or dead)

l -i: information (provides information on the shared memory and semaphores)

l -p: PID (provides the PID of the process that created the shared memory)

Normally, the user enters the command in its simple form:

cftping -v

The three possible responses are as follows.

l If Transfer CFT is not running and the system status is consistent:

% cftping -v cft: not running

l If Transfer CFT is running (CFTMAIN present and system status consistent):

% cftping -v cft is alive

l If Transfer CFT is in inconsistent status (several types of message are possible):

% cftping -v cft: pid 26840 is dead

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xvi The xvi utility is used to update a conversion table.

Syntax

xvi [-d | -a | -e | -l ]

Standard use

xvi

: updates an existing, valid
(256 characters).

Advanced use

The following options can be used with xvi:

l -d: displays an existing, valid

in ASCII

l -a: creates a

to convert ASCII to EBCDIC; this table is identical to the one accessed via the Transfer CFT CFTXLATE command (if
exists, it is overwritten)

l -e: creates a

to convert EBCDIC to ASCII; this table is identical to the one accessed via the Transfer CFT CFTXLATE command (if
exists, it is overwritten)

l -l: creates a

from an ASCII ; the file generally used is the file produced after running option -d (if
exists, it is overwritten)

About API applications This book describes one of two Transfer CFT programming interfaces, the API applications. This interface enables Transfer CFT to work in conjunction with external applications.

This book begins with this topic which introduces the two application families that can be developed using these two interfaces and the development kit contents for building APIs.

l Applications communicating with Transfer CFT to submit and monitor transfers or query the catalog, for example. See Using APIs.

l Exits enabling user programs to take control during a send operation. See Managing exits.

Transfer CFT only provides a programming interface in C. This programming interface can only be used if the development kit is installed on your system, C compiler and associated tools.

This book is comprised of the following topics which describe how to create an API application.

Topic Details

Creating an API Describes the procedure to create an API application in application Transfer CFT UNIX.

Creating an exit file Describes how to create an exit file for Transfer CFT UNIX.

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Topic Details

Creating a directory Describes how to create a directory exit in Transfer CFT UNIX. exit

Creating an Describes how to create an accounting exit in UNIX. accounting exit

Development kit contents The development kit used to integrate the Transfer CFT APIs is divided into several directories:

l /lib/ containing all required libraries, in C, including:

l A libcftapi.a module: this library is required for any application using the Transfer CFT APIs

l A libcftexa.a module: this library is required for any application using the Transfer CFT directory exits

l A libcftexf.a module; this library is required for any application using the file EXITs

l A libcftexe.a module; this library is required for any application using the end of transfer EXITs

To generate a user application based on the Transfer CFT APIs and use the file exit function, you must link the following with the libcftapi.a and libexe.a libraries.

l /runtime/src/capi/ containing a command entry and catalog query example

l /runtime/src/exit/ containing simple examples of file exits, directory exits, and end of transfer exits

Creating an API application The example provided below was designed for the cft-tcp.conf configuration example located in /runtime/conf/. For this example, you should have already customized this file using the method described in Running Transfer CFT for the first time.

Application components The /runtime/src/capi subdirectory contains the:

l Sample source module, called apixmp1.c, which interacts with Transfer CFT. This program reads the Transfer CFT catalog and displays its contents in part or in full, depending on the restrictions set in the command line

l makefile compilation procedure, which uses the apixmp1.c sample source module to generate the APIXMPI executable file

The /lib subdirectory contains the:

l libcftapi.a module required to use Transfer CFT APIs

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To generate the APIXMP1 sample program, proceed as follows.

1. Access the /runtime/src/capi directory. 2. Enter the command: make

Testing the configuration To test the configuration, proceed as follows:

1. Access the /runtime/conf/ directory. 2. Generate the Transfer CFT internal datafiles using cftinit with one of the two proposed configuration files:

cftinit cft-tcp.conf

3. When the cftinit complete message is displayed, run Transfer CFT using the command:

cft start

4. When the CFTMAIN process ID is xxxxx message is displayed, perform one or more transfers:

CFTUTIL send part=BOSTON,idf=TXT

5. Check that the transfers are complete:

cftcatab

6. Run the sample program:

cd /runtime/src/capi ; ./APIXMP1

Results: The result should correspond to the catalog contents:

PART=NEW YORK, IDT=,IDF=TXT PART=BOSTON ,IDT=,IDF=TXT APIXMP1 _ 2 record(s) found

7. Stop Transfer CFT:

cft stop

Creating an exit file The example described in this topic was designed to operate using the cft-tcp.conf configuration example located in /runtime/conf. For this example, you should have already customized the file using the instructions in Running Transfer CFT for the First Time.

Application components The /runtime/src/exit/ subdirectory contains:

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l A sample source module, called exfxmp1.c, with its associated include file exfus.h

l This program demonstrates the various user functions:

l ALLOC_TYP: the EXIT allocates the file

l OPEN_TYP: the EXIT opens the file

l DATA_TYP: the EXIT writes or reads the file

l And so on

l The mk_cftexitf compilation procedure, which uses exfxmp2.c to generate the CFTEXITF program

The /lib subdirectory contains the:

l libcftexf.a module; this library allows you to use the Transfer CFT file EXITs

To generate the sample CFTEXITF application, proceed as follows:

1. Access the /runtime/src/exit/ directory. 2. Enter the command: make -f mk_cftexitf

Testing the exit

1. Access the /runtime/conf/ directory. 2. Generate the Transfer CFT internal datafiles using the cftinit utility with the configuration file:

cftinit cft-tcp.conf

3. When the cftinit complete message is displayed, run Transfer CFT using the cftstart utility:

cftstart

4. When the CFTMAIN process ID is xxxxx message is displayed, run a transfer using the command:

CFTUTIL send part=BOSTON, idf=fic1

5. After a few seconds, you can check the transfer state by entering the following command. If the transfers have not terminated, repeat the cftcatab command.

cftcatab

6. Stop Transfer CFT using the cftstop utility:

cftstop

7. Examine the contents of the cft_log. sav file in the /runtime/log/ directory and locate the messages inserted by the EXIT.

The files created in /runtime/ are empty, as the sample EXIT is only a simulation.

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Creating a directory exit The following example was designed from a modified version of the cft-tcp.conf configuration example, located in /runtime/conf. For this example, you should have customized at least one of these files, using the instructions in Running Transfer CFT for the first time.

Prerequisites Before running the directory exit test, you must make a few changes to the cft-tcp.conf file, depending on the type of network used.

1. Edit the relevant file using your text editor (vi for example) and perform the following operations. 2. In the edited file, locate the cftprot command. The following lines are displayed:

cftprot id = PeSITCFT, type = PESIT, prof = CFT, ... /*** exita = EXIT_A, ** See Operations Guide **/

mode = replace

3. Delete the comments (delimited by /* at the beginning and */ at the end).

When the operation is complete, you should obtain the following cftprot command:

cftprot id = PeSITCFT, type = PESIT, prof = CFT, ... exita= EXIT_A, mode = replace

4. Locate the cftexit command, commented as follows:

/*** see Users Guide *** CFTEXIT ID = EXIT_A,

PARM = EXAPARM1, LANGUAGE = C, PROG = 'CFTEXITA', TYPE = ACCESS,

MODE = REPLACE ***/

You must remove the comments to obtain the following command:

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CFTEXIT ID = EXIT_A, PARM = EXAPARM1, LANGUAGE = C, PROG = 'CFTEXITA', TYPE = ACCESS, MODE = REPLACE

5. Locate the communication properties of your site, which appear at the end of the file.

l If you are modifying the cft-tcp.conf file, you must also find every occurrence of the HOST string located in cfttcp-type commands and replace the X character strings with your system name or address

Application components The /runtime/src/exit/ subdirectory contains:

l A sample source module, called exaxmpm.c, with its associated include file (exaus.h), and two additional files called exaxmpp.c and exaxmpp.h

This program is used to check the following features:

l Activation of a transfer to a partner known to the directory EXIT but not to Transfer CFT

l Activation of a transfer to a partner not known to either Transfer CFT or the directory EXIT

l The mk_cftexita compilation procedure used to generate the CFTEXITA program

The /lib subdirectory contains:

l The libcftexa.a module required to use the Transfer CFT directory EXITs

To generate the sample CFTEXITA application, proceed as follows.

1. Access the /runtime/src/exit/ directory. 2. Enter the command:

make -f mk_cftexita

Running the test

1. Access the /runtime/conf directory. 2. Generate the Transfer CFT databases using cftinit the configuration file provided and modified for this EXIT: cft-tcp.conf 3. When the cftinit complete message is displayed, run Transfer CFT using the cftstart utility: cftstart 4. When the CFTMAIN process ID is xxxxx message is displayed, perform an initial standard transfer using the command: CFTUTIL send part=BOSTON, idf=TXT

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5. Now submit a second transfer to the NCFT_OK partner. CFTUTIL send part=NCFT_OK,idf=TXT

6. After a few seconds, you can check the transfer state by entering the command: cftcatab 7. The transfer is successful because NRPART01 is defined in the DIRECTORY EXIT as being the EXTPTN01 non- Transfer CFT partner (see the exaxmpp.c file in /runtime/src/exit/).

8. Now submit a third transfer to the NCFT_OK partner. CFTUTIL send part=NCFT_NOK,idf=TXT

9. After a few seconds, you can check the transfer state by entering the command:

cftcatab

The transfer fails because the password is invalid, even though NRPART02 is defined in the DIRECTORY EXIT (see the exaxmpp.c file in /runtime/src/exit/).

10. Stop Transfer CFT:

cftstop

Creating an accounting exit This topic provides an example that was designed for a modified version of the cft-tcp.conf configuration example, located in /runtime/conf. In addition to the sample EXITs provided in the /runtime/src/exit subdirectory, this subdirectory contains a sample Transfer CFT accounting file query.

For this example, you should have customized at least one of these files, using the instructions in Running Transfer CFT for the first time.

Application components The application comprises the following three modules:

l exacct.c: sample source

l cftcnt.h: description of the required structures

l mk_exacct: sample build makefile file

To build the application:

1. Access the /runtime/src/exit directory.

2. Enter the command: make -f mk_exacct

When the compilation has been completed, an EXACCT executable file is created in the /bin/ subdirectory.

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Testing the file The name of the accounting file should be displayed as a parameter.

For example, you could write the following command to display the content of the alternate accounting file:

EXACCT $CFTACNTA

This example assumes that the file was compiled in pure ANSI:

l If your C compiler does not normally use the ANSI mode, refer to the manufacturer's documentation for the appropriate activation option.

l If your C compiler does not support the ANSI mode, you may have to adapt the example.

Depending on the system used, some data types may not be available:

l If a compilation error arises because the MAX_PATH is incorrectly defined, add the following instruction to the beginning of the example:

#define ACCT_PATH_MAX

l If a compilation error arises because the uchar_t types are incorrectly defined, add the following instruction to the beginning of the file:

#define ACCT_UCHAR

l If a compilation error arises because the ssize_t types are incorrectly defined, add the following instruction to the beginning of the example:

#define ACCT_SSIZE

UNIX High Availability

About AIX and IBM HACMP This sub-book describes how to install Transfer CFT and configure using AIX with IBM HACMP. This topic lists prerequisites and provides an overview of the system.

Prerequisites System:

l AIX 5.3 and higher

Software:

l HACMP 4.4.1

l Transfer CFT

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Preparing the environment The test environment comprises two nodes: hacmp1 and hacmp2.

For the virtual IP address, we defined the virtual IP of the Transfer CFT server for HACMP on our DNS. It is also possible to declare the virtual IP on each node of the cluster, in the /etc/hosts file. For our tests, we added the following line to this file:

172.17.50.57 cft-ip

This virtual cft-ip address must be declared on all the cluster nodes (hacmp1 and hacmp2 for our tests). Use it for our Transfer CFT service.

Shared File Systems On our cluster, the shared file system is /cft-vg. (group volume cftvg).

It is possible to use several separate file systems to install the configuration, the scripts, the files to be sent and the files to be received.

Setting up the Transfer CFT scripts for HACMP The scripts cftstartFailover and cftstopFailover are copied to the shared filesystem:

l cftstartFailover:

This script creates a backup and then recreates the logs and accounting files. It then restarts Transfer CFT

l cftstopFailover:

This script tries a normal Transfer CFT stop procedure, then cleans the environment

These scripts are available in the topic Transfer CFT Scripts of this document.

Transfer CFT installation The process of installing Transfer CFT is the same as for installing Sun Cluster.

Transfer CFT server and HACMP

HACMP monitoring commands

Clstat

clstat : clstat [-c cluster ID] [ -r seconds] [-i]

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Clstat indicates if the cluster is started, stopped, or in an unstable state. It also indicates if the nodes are in the process of joining or quitting the cluster, or if they are in reconfiguration. Operational details of each node are also displayed.

Example of ASCII operation

clstat - HACMP for AIX Cluster Status Monitor

------

Cluster: axway (666) Thu Jan 15 18:00:37 NFT 2004

State: DOWN Nodes: 2

SubState: UNSTABLE

Node: hacmp1 State: DOWN

Interface: hacmp1-enboot (0) Address: 172.17.2.8

State: DOWN

Node: hacmp2 State: DOWN

Interface: hacmp2-enboot (0) Address: 172.17.2.18

State: DOWN

************************ f/forward, b/back, r/refresh, q/quit***********

Clfindres

l clfindres: clfindres [-s] [resgroup1] [resgroup2] ...

clfindres displays the resource groups of the cluster.

Example of ASCII display

------

GroupName Type State Location

------

CFT-rg: cascading UP hacmp1

------

Starting the service

Start-up service commands include:

l /usr/sbin/cluster/etc/rc.cluster

This script is called by inittab if "Start at system restart" has been selected in the smitty "Start Cluster Services" screen. rc.cluster executes verifications, starts the clinfo demon, then emits the command: /usr/sbin/cluster/utilities/clstart.

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l /usr/sbin/cluster/utilities/clstart

Start HACMP with the options specified in the smitty "Start Cluster Services" screen.

Stopping the service

The stop service command is:

/usr/sbin/cluster/utilities/clstop

Stop HACMP services with the options specified in the smitty "Stop Cluster Services" screen.

Additional information for AIX/HACMP This topic provides reference information for using Transfer CFT AIX with IBM HACMP.

Refer to the HACMP documentation for aid in creating virtual IP addresses and shared system files during cluster installation.

Transfer CFT resources group All resources are include in the same group, named CFT-rg:

/usr/es/sbin/cluster/utilities/claddgrp -g 'CFT-rg' \ -r 'cascading' -n 'hacmp1 hacmp2'

This group is activated or switched over to one of the nodes. This avoids having two Transfer CFT instances activated simultaneously on the cluster.

Command line description:

-g CFT-rg: resources group name -r 'cascading': cascading type -n 'hacmp1 hacmp2': names of the nodes used

Application server

Creating the cft-service:

/usr/es/sbin/cluster/utilities/claddserv –s ‘cft-service’ \ –b ‘usr/es/sbin/cluster/local/cftstartFailover’ \ –e ‘usr/es/sbin/cluster/local/cftstopFailover’

Command line description:

–s ‘cft-service’: service name –b ‘usr/es/sbin/cluster/local/cftstartFailover’: startup script –e ‘usr/es/sbin/cluster/local/cftstopFailover’: shutdown script

This service must be declared to the CFT-rg ressourcegroup:

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/usr/es/sbin/cluster/utilities/claddres -g'CFT-rg' \ NODE_PRIORITY_POLICY= SERVICE_LABEL='cft-ip' FILESYSTEM='/cft-vg' FSCHECK_TOOL='fsck' RECOVERY_METHOD='sequential' EXPORT_FILESYSTEM= MOUNT_FILESYSTEM= NFS_ NETWORK= VOLUME_GROUP='cftvg' CONCURRENT_VOLUME_GROUP= DISK= AIX_ CONNECTIONS_SERVICES= AIX_FAST_CONNECT_SERVICES= SHARED_TAPE_RESOURCES= APPLICATIONS='cft-service' TCP_CONNECTIONS= MISC_DATA= VG_AUTO_IMPORT='false' INACTIVE_TAKEOVER='false' CASCADE_WO_FALLBACK='false' DISK_FENCING='false' SSA_DISK_ FENCING='false' FS_BEFORE_IPADDR='false'

About Solaris Sun cluster This sub-book describes the Transfer CFT installation and configuration with a Solaris Sun cluster. This topic describes the prerequisites and reference materials for installing a Solaris Sun cluster.

Prerequisites System requirements:

l Solaris 10

Software requirements:

l Sun Cluster 3.0 or 3.1

l Transfer CFT

Transfer CFT and Sun cluster integration Axway used Generic Data Services (GDS) to test Transfer CFT integration with Sun Cluster.

The choice of GDS was based on:

l Rapid and direct integration with Sun Cluster

l Relative ease of configuration of GDS, requiring only three scripts: start, stop and test

l Transfer CFT already includes the scripts capable of executing the operations called by GDS

Sun Cluster operates under the root user. The scripts cftstartFailover, cftstopFailover and cftprobeFailover were developed to execute the cftstart, cftstop and cftping commands under the user ID for the Transfer CFT UNIX account user. These scripts are available in the sub-book Transfer CFT scripts.

To complete the setup of this installation, you must supply GDS with the list of listening addresses for Transfer CFT TCP/IP and the shared system.

Sun Cluster reference documentation

http://docs.sun.com/?q=sun+cluster

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Installation prerequisites This topic describes the environmental prerequisites for installing an Transfer CFT Solaris Sun cluster.

Prerequisites

Virtual IP address

The virtual IP address of the Transfer CFT service for the Sun Cluster is defined for each node of the cluster in the file /etc/hosts. For our tests, we added the following line to this file: 172.17.50.50 cft-ip

Shared file systems

In our development and test cluster, the shared file system is: /global/cft.

You can use several separate file systems to install the configuration. These can include the GDS scripts, the files to be sent, and the files to be received.

Setting up the Transfer CFT scripts for Sun Cluster

The scripts cftstartFailover, cftstopFailover and cftprobeFailover are copied to the shared file system:

l cftstartFailover:

This script creates a backup and then recreates the logs and accounting files. It restarts Transfer CFT when it has completed the task.

l cftstopFailover:

This script to attempts a normal Transfer CFT stop procedure, and cleans the environment.

l cftprobeFailover:

This script tests for the presence of Transfer CFT, and cleans the environment according to the cftping response.

Installing the Sun Cluster This topic describes the steps involved in installing the Sun Cluster with Transfer CFT.

Pre-installation Before installing Transfer CFT, create accounts with the same user name on each node.

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Installation Proceed with a normal Transfer CFT installation. Use the batch mode to deploy the product on the multiple cluster nodes.

Post-installation

After you install Transfer CFT you must modify and reinterpret the profile environment files, in order to share:

l Configuration files

l Transfer catalog

l Communications file

Example of a modified profile file

#------

# Starting CFT configuration

# Fri Sep 26 17:28:32 MEST 2006

#------

CFTDIRINSTALL=/home/cft/cft

CFTDIRRUNTIME =/home/cft/cft/runtime

CFTDIRAPI=$CFTDIRRUNTIME /src/capi/

CFTDIRDAT=$CFTDIRRUNTIME/data/

CFTDIREXIT=$CFTDIRRUNTIME/src/exit/

CFTDIRINS=$CFTDIRRUNTIME/conf/

CFTDIRLOG=$CFTDIRRUNTIME/log/

CFTDIRPUB=$CFTDIRRUNTIME/pub

CFTDIRSEC=$CFTDIRRUNTIME/conf/pki/

CFTHINI=$CFTDIRRUNTIME/data/sec.ini

CFTHPARM=$CFTDIRRUNTIME/data/secparm

CFTACNT=$CFTDIRRUNTIME/data/cft_acnt

CFTACNTA=$CFTDIRRUNTIME/data/cft_acnta

CFTLOG=$CFTDIRRUNTIME/data/cft_log

CFTLOGA=$CFTDIRRUNTIME/data/cft_loga

CFTCLUSTERSHARE=/global/cft/param

CFTPKIDIR=$CFTCLUSTERSHARE/pki

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CFTPKU=$CFTCLUSTERSHARE/pki/pkibase

CFTCATA=$CFTCLUSTERSHARE/cft_cata

CFTCOM=$CFTCLUSTERSHARE/cft_com

CFTPARM=$CFTCLUSTERSHARE/cft_parm

CFTPART=$CFTCLUSTERSHARE/cft_part

PATH=$PATH:$CFTDIRINSTALL/bin:$CFTDIREXIT:$CFTDIRAPI

export PATH

export CFTDIRINSTALL CFTDIRRUNTIME CFTDIRAPI CFTDIRDAT CFTDIREXIT CFTDIRINS

export CFTDIRLOG CFTDIRPUB CFTDIRSEC

export CFTHINI CFTHPARM CFTPKIDIR

export CFTPKU CFTACNT CFTACNTA CFTCATA CFTCOM CFTLOG CFTLOGA

export CFTPARM CFTPART

export CFTCLUSTERSHARE

#------

# CFT configuration completed

# Fri Sep 26 17:28:35 MEST 2003

#------

CFTCLUSTERSND=/global/cft/snd

CFTCLUSTERRCV=/global/cft/rcv

export CFTCLUSTERSND CFTCLUSTERRCV

Transfer CFT configuration

1. Configure the virtual IP of the cluster in the cftnet card:

cftnet id = TCPIP, type = TCP, call = inout, host = 172.17.50.57, /* virtual IP of the cluster */ maxcnx = 3, mode = replace

2. Enter the paths to the shared system files for the files to be sent or received.

Transfer CFT 3.3.2 Installation Guide 191 7 Unix operations

Sun cluster service configuration This topic describes the Transfer CFT Sun cluster service configuration configuration parameters and resource controls.

To integrate Transfer CFT with Sun cluster, use the SCRGADM command to record and remove resources.

About the scrgadm command Enter the command as follows:

scrgadm -p[v[v]] [-t ] \ [-g ] \ [-j ] scrgadm -a -t [- f ] \ [-h RT_installed_node_list] scrgadm -c -t - h RT_installed_node_list scrgadm -r -t scrgadm -a | -c -g [- h RT_installed_ node_list] [-y ] scrgadm -r -g scrgadm -a -j -t \ -g [-y [- y ]] \ [-x [-x ]] scrgadm -c -j [-y [-y ]] \ [-x -x ]] scrgadm -r -j scrgadm -a -L -g [- j ] \ -l hostname[,hostname,...] [-n nafo@node[,nafo@node,...]] [-y [-y ]] scrgadm -a -S -g [- j ] \ -l hostname[,hostname,...] [-n nafo@node[,nafo@node,...]] \ [-X aux_node[,aux_node,...]] [-y [- y ]]

Transfer CFT resources group

All resources are included in the same group, named CFT-rg:

scrgadm –a –g CFT-rg

This group is activated or switched over to one of the nodes, to avoid having two Transfer CFT instances activated simultaneously on the same cluster.

View the command line description

Transfer CFT 3.3.2 Installation Guide 192 7 Unix operations

Command Description

-a resource addition (add)

-g CFT-rg resources group name

Transfer CFT resources

There are three resources for the CFT-rg group:

l Virtual IP

l Shared file system

l GDS: the Transfer CFT start, stop, and test scripts

Virtual IP The public interface support has changed between the versions 3.0 and 3.1 of Sun Cluster. Consequently, the declaration of the virtual IP is different between the two versions. The following interface types are used:

l NAFO, Network Adapter Fail Over, for SC 3.0

l IPMP, IP MultiPathing, for SC 3.1

The virtual IP is added as follows on Sun Cluster version 3.0:

scrgadm –a –L –g CFT-rg –j cft_ip –l cft-ip –n nafo0@1,nafo0@2

For Sun Cluster 3.1 the command is:

scrgadm –a –L –g CFT-rg –j cft_ip –l cft-ip –n ipmp0@1,ipmp0@2

View the command line description

Command Description

-a resource addition (add)

–L logical name resource type

-g CFT-rg resources group name

-j cft-ip resource name

–l cft-ip logical name (as defined in /etc/hosts in our test)

-n nafo0@1,nafo0@2 use of nafo interfaces 1 and 2

Transfer CFT 3.3.2 Installation Guide 193 7 Unix operations

Shared file system These tests were performed using a single shared file system. It is declared as follows:

scrgadm –a –g CFT-rg –t SUNM.HAStoragePlus –j cft-disk \ –x FilesystemMountpoints=/global/cft

View the command line description

Command Description

-a resource addition (add)

-g CFT-rg resources group name

-t SUNW.HAStoragePlus GDS resource type

-j cft-disk resource name

-x FilesystemMountpoints=/global/cft mount point

Generic data service CFT The following is the declaration of the GDS for Transfer CFT:

scrgadm –a –g CFT-rg –t SUNW.gds –j cft-gds \ –x Start_command=/global/cft/cftstartFailover \ –x Stop_command=/global/cft/cftstopFailover \ –x Probe_command=/global/cft/cftprobeFailover \ –y Port_list="1765/tcp,1766/tcp,1767/tcp" \ –y Resource_dependencies=cft-ip,cft-disk

View the command line description

Command Description

-a resource addition (add)

-g CFT-rg resources group name

-t SUNW.gds GDS resource type

-j cft-gds resource name

-x Start_command= command definition for startup /global/cft/cftstartFailover

Transfer CFT 3.3.2 Installation Guide 194 7 Unix operations

Command Description

-x Stop_command= command definition for stop /global/cft/cftstopFailover

-x Probe_command= command definition for probe /global/cft/cftprobeFailover

–y Port_list=1765/tcp verification of the listening ports of Transfer CFT in TCP (parameters of the Transfer CFT cftprot cards)

–y Resource_ You can activate GDX on a node only if the cft-ip and cft-disk dependencies= cft-ip,cft- resources are online. In the event of problems with one of these disk two resources, Sun Custer attempts to restart the faulty resource, or to switch over to another node

The default parameters are adequate for the test environment.

Sun cluster service configuration commands Sun Cluster services are managed and monitored using the following service configuration commands:

l scswitch for startup, stop, and switch over

l scstat for monitoring

Sun cluster scswitch command

The commands are as follows:

scswitch -z -g resource_grp[,...] -h node[,...]

scswitch -z -D device_group_name[,...] -h node

scswitch -S -h from_node

scswitch -R -h node[,...] -g resource_grp[,...]

scswitch -m -D device_service_name[,...]

scswitch -e | -n [-M] -j resource[,...]

scswitch -u | -o -g resource_grp[,...]

scswitch -c -h node[,...] -j resource[,...] -f flag_name

scswitch -Z [-g resource_grp[,...]]

scswitch -F -g resource_grp[,...] | -D device_group_name[,...]

scstat [-DWgnpqi] [-v[v]] [-h ]

Transfer CFT 3.3.2 Installation Guide 195 7 Unix operations

The following sections describe the commands necessary to monitor, start, stop and switchover services. Refer to the Sun documentation and the "man" pages for additional details.

Sun cluster scstat command

Example of scstat exit :

root@chou # scstat

-Resource Groups --

Group Name Node Name State

------

Group: xos-rg chou Online

Group: xos-rg fleur Offline

Group: pel-rg chou Online

Group: pel-rg fleur Offline

Group: CFT-rg chou Offline

Group: CFT-rg fleur Online

-- Resources --

Resource Name Node Name State Status Message

------

Resource: xos-disk chou Online Online

Resource: xos-disk fleur Offline Offline

Resource: ops-ip chou Online Online - LogicalHostname online.

Resource: ops-ip fleur Offline Offline

Resource: xos-sm chou Online Online

Resource: xos-sm fleur Offline Offline

Resource: xos-sp chou Online Online

Resource: xos-sp fleur Offline Offline

Resource: pel-ip chou Online Online - LogicalHostname online.

Resource: pel-ip fleur Offline Offline - LogicalHostname offline.

Resource: pel-disk chou Online Online

Resource: pel-disk fleur Offline Offline

Resource: pel-gds chou Online Online

Transfer CFT 3.3.2 Installation Guide 196 7 Unix operations

Resource: pel-gds fleur Offline Offline

Resource: cft-ip chou Offline Offline - LogicalHostname offline.

Resource: cft-ip fleur Online Online - LogicalHostname online.

Resource: cft-disk chou Offline Offline

Resource: cft-disk fleur Online Online

Resource: cft-gds chou Offline Offline

Resource: cft-gds fleur Online Online

------

Starting the service The following command activates the Transfer CFT-rg service:

scswitch –Z –g CFT-rg

View the log extract for starting Transfer CFT on a node

Oct 10 18:35:18 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Oct 10 18:35:18 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:18 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <1800> seconds

Oct 10 18:35:20 fleur Cluster.Framework: [ID 801593 daemon.notice] stdout: becoming primary for dsk/d16

Oct 10 18:35:20 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:20 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <500> seconds

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Transfer CFT 3.3.2 Installation Guide 197 7 Unix operations

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <90> seconds

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <90> seconds

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Oct 10 18:35:21 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:31 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18:35:31 fleur Cluster.RGM.rgmd: [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Oct 10 18:35:31 fleur Cluster.RGM.rgmd: [ID 148023 daemon.notice] method completed successfully for resource , resource group

Stopping the service

The following command deactivates the Transfer CFT resources. To stop Transfer CFT, deactivate the cft-gds resource. When you stop Transfer CFT using cft stop, an automatic restart of Sun Cluster is triggered.

scswitch –n –j cft-gds scswitch –n –j cft-ip scswitch –n –j cft-disk

View the log extract for stopping Transfer CFT on a node

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Transfer CFT 3.3.2 Installation Guide 198 7 Unix operations

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <90> seconds

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :34 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Oct 10 18 :36 :44 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :44 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <1800> seconds

Oct 10 18 :36 :44 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :44 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <300> seconds

Oct 10 18 :36 :44 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :44 fleur Cluster.RGM.rgmd : [ID 707948 daemon.notice] launching method for resource , resource group , timeout <1800> seconds

Oct 10 18 :36 :45 fleur Cluster.RGM.rgmd : [ID 148023 daemon.notice] method completed successfully for resource , resource group

Oct 10 18 :36 :46 fleur Cluster.Framework : [ID 801593 daemon.notice] stdout : no longer primary for dsk/d16

Transfer CFT 3.3.2 Installation Guide 199 7 Unix operations

Switch overs

Switch-over the service to the "fleur" node:

scswitch –z –g CFT-rg –h fleur

Specific Transfer CFT configurations

Unix-specific values This topic summarizes Transfer CFT characteristics that differ from other operating systems:

l specific values

l default files

l filename extensions

Specific values tables

Notation Object Value

char_file Prefix to logical names _ (underlined) char_mask Wild card character ? char_unit Separator (volume) none char_symb Prefix to symbolic variables & char_ Character introduced in the path name of the FNAME + directory parameter (CFTRECV) from which a tree structure can be created file_symb Character introducing a file name sent to CFTUTIL in @ parameter form

Names of default files used by CFTUTIL

Objet Default name

Parameters file _CFTPARM

Partners file _CFTPART

Catalogc file _CFTCATA

Log file _CFTLOG

Transfer CFT 3.3.2 Installation Guide 200 7 Unix operations

Objet Default name

Communication media _CFTCOM

statistics file _CFTACNT

Preferred media File

Transferable files This topic describes the Transfer CFT parameters that are specific to UNIX concerning the characteristics of a transferable file.

l Characteristics of files automatically detected (or not) on transmission

l FTYPE and FCODE values implicitly associated during transmission

l FTYPE and FRECFM values on receipt

Characteristics of files automatically detected on transmission

Parameter Automatically detected on transmission

FSPACE YES

FLRECL NO

FBLKSIZE NO

FRECFM NO

FTYPE NO

FTYPE values and FCODE values implicitly associated during transmission

FTYPE FCODE Type of sent file

‘ ‘ BINARY Binary

B BINARY Binary

V BINARY Binary file emulating locally a variable file format

Transfer CFT 3.3.2 Installation Guide 201 7 Unix operations

FTYPE FCODE Type of sent file

T ASCII Text file with LF or CRLF as end-of-line separator

O ASCII Text file with CRLF as end-of-line separator

X ASCII Text file with LF as end-of-line separator

J ASCII Stream text Using stream text (J) allows a text type file to be sent that contains records that exceed 32 KB. As opposed to text type (FTYPE=T), stream text does not add an EOL sequence (LF or CRLF) to the received file. When using stream text (FTYPE=J), the sender and the receiver must both have the FTYPE set to J. Setting only the sender or receiver to FTYPE=J results in unexpected content for the transferred file.

FTYPE = J refers to stream text. The stream text type allows sending a text file that contains records that are larger than 32 KB. Unlike classical text types (T, O, X) the stream text type does not add an EOL sequence (LF or CRLF) at the end of the received file.

Note FTYPE J is available in Transfer CFT Transfer CFT 3.0.1 SP7 (UNIX and Windows) and higher.

FTYPE and FRECFM values on receipt

FTYPE FRECFM Type of received file

B F Binary fixed-length sequential file

B U /V Binary sequential file

V V Binary file emulating locally a variable file format

T F Fixed-length sequential text file with LF as end-of-line separator

T U /V Variable length sequential text file with LF as end-of-line separator

O F Fixed-length sequential text file with CRLF as end-of-line separator

O U/V Variable length sequential text file with CRLF as end-of-line separator

Transfer CFT 3.3.2 Installation Guide 202 7 Unix operations

FTYPE FRECFM Type of received file

X F Fixed-length sequential text file with LF as end-of-line separator

X U/V Variable length sequential text file with LF as end-of-line separator

J U/V Variable length sequential text file with LF as end-of-line separator

These values are either given explicitly in the CFTRECV command or deduced from the protocol values received.

l On request Transfer CFT performs an access control on the files transferred. It determines, for example, if the initiator of the send request has read access rights on the file to be sent.

l On receipt, Transfer CFT creates the file if it does not exist.

l The organization, FORG, of the files sent or received by Transfer CFT is sequential.

Transfer CFT 3.3.2 Installation Guide 203 Deployment packages

Create a product deployment package A product deployment package in Transfer CFT is called an ExpressPackage.

The Express Package section describes how to create a reusable and distributable Transfer CFT package to simplify and ease the task of installing and configuring Transfer CFTs on multiple servers of the same architecture.

Note You can only install a Transfer CFT Express Package on the same platform as the one on which it was generated. For example, a Transfer CFT Express Package that is generated on linux-x86-64 can only be installed on a linux-x86-64 platform.

The procedure consists of:

l Installing a template Transfer CFT 3.3.2

l Configuring as required to meet your business needs

l Generating an Express Package that is based on the configured template

l Optionally customizing the Express Package

l Deploying and installing the Express Package

Install a template Transfer CFT Begin by installing a Transfer CFT instance, and configure as required to meet your business needs. This configured Transfer CFT serves as the template for the Express Package you are about to create.

Configure the:

l Static configuration, such as protocols (CFTPROT), networks (CFTNET), UCONF parameters, and so on

l Partners (CFTPART, CFTTCP) Note: If you create partners to export, DO NOT use the NSPART parameter in the CFTPART definition. The target Transfer CFT will instead use the CFTPARM PART/NPART values.

l Flows (CFTSEND and CFTRECV)

l SSL certificates

l Processing scripts and EXITs

l Additional Axway components that you use with Transfer CFT, such as Central Governance

Note You can embed the contents of the CFTDIRRUNTIME/bin and CFTDIRRUNTIME/exec directories in the generated Express Package.

Transfer CFT 3.3.2 Installation Guide 204 Generate the Express Package To generate an Express Package from the template Transfer CFT:

1. Stop the Transfer CFT instance. 2. Navigate to the Axway installation directory of the template Transfer CFT, and run the Installer in configuration mode.

The default Axway installation directory is $HOME/Axway.

Run the configure.sh script.

3. The Installer wizard displays. In the Welcome page select Next. 4. In the Configuration Type page, select Create an Express Package. Click Next to continue. 5. Specify the file name of the Transfer CFT installation package that you used to install the Transfer CFT template. The package name format is Transfer_CFT__Install__ BN.zip.

6. Optionally, specify the file name of the service pack and/or patch to embed in the Express Package.

o The format of the service pack name is Transfer_CFT__SP_ _BN.jar.

o The format of the patch name is Transfer_CFT__ Patch__BN.jar. 7. Enter the path to the location where you want the new Express Package to be saved once generated. 8. Click Next to continue. 9. Select the configuration elements that you want to include in the Express Package, such as the partners and parameters database, the UCONF parameters, and the local PKI database. Click Next to continue.

Note 1: If you are using Central Governance, you should only include the UCONF parameters and the local PKI database. The other configuration elements are deployed by Central Governance.

Note 2: If you selected the auto import feature during the Transfer CFT template installation, you can only include the CFTDIRRUNTIME/bin and CFTDIRRUNTIME/exec contents.

10. In the Configuration confirmation page, click Configure to generate the Express Package.

Results The Express Package, Transfer_CFT__ExpressPackage__ .zip, is generated and located in the directory you selected in the previous steps.

Transfer CFT 3.3.2 Installation Guide 205 Customize the Express Package You can customize the Transfer CFT Express Package prior to deploying and installing it. The Transfer CFT Express Package is nearly the same as the Transfer CFT Install package, the only difference being the additional ExpressPackage directory. If you are not customizing the Express Package (for example the installation directories), you can skip this section.

The ExpressPackage directory contains the:

l data directory: This directory contains the data exported from the Transfer CFT template.

o bin directory: This directory contains all files retrieved from CFTDIRRUNTIME/bin.

o exec directory: This directory contains all files retrieved from CFTDIRRUNTIME/exec.

o pki directory: This directory contains all exported certificates.

o cft-parm.cfg: This file contains all of the parameter database objects (CFTPARM, CFTCAT, CFTLOG, CFTSEND, CFTRECV, and so on).

o cft-part.cfg: This file contains all of the exported Transfer CFT partner database objects (CFTPART, CFTTCP, and so on).

o cft-cftparm.cfg: This file contains only the CFTPARM objects to be imported during the Express Package installation.

o cft-uconf.cfg: This file contains any UCONF parameters that were configured in the template Transfer CFT.

o cft-pki.cfg: This file contains all of the PKICER commands to be executed during the Transfer CFT Express Package installation.

l expressPackage.properties: This file contains all of the installation parameters that can be overwritten. All parameters are documented within this file. To personalize any of these parameters, uncomment the respective line and add the new value.

l install executable: The executable to install the Express Package.

To customize the Express Package before deploying it:

1. Unzip the package to a temporary directory, for example tempdir.

unzip Transfer_CFT__ExpressPackage__ .zip –d tempdir

2. Edit the expressPackage.properties file located in the ExpressPackage directory, for example tempdir/ExpressPackage. Customize installation parameters as needed.

Transfer CFT 3.3.2 Installation Guide 206 3. Rezip the package.

cd tempdir; zip -r Transfer_CFT__ExpressPackage_ __new.zip *

Example: Install Transfer CFT in a different directory In this example, the Transfer CFT template was installed in the /home/cft/Axway/Transfer_CFT directory.

To install Transfer CFT in a different directory on the target server, edit the expressPackage.properties file, uncomment, and set the Axway_InstallDir, CFT_InstallDir, CFT_ RuntimeDir , CFT_Crypto_KeyFilename, and CFT_Crypto_SaltFilename parameters.

Axway_InstallDir = /opt/Axway CFT_InstallDir = /opt/Axway/Transfer_CFT CFT_RuntimeDir = /opt/Axway/Transfer_CFT/runtime CFT_Crypto_KeyFilename = /opt/Axway/Transfer_ CFT/runtime/data/crypto/crypkey CFT_Crypto_SaltFilename = /opt/Axway/Transfer_ CFT/runtime/data/crypto/crypsalt

Example: Install Transfer CFT in the home directory of different user accounts In this example, the Transfer CFT template was installed on server0 by the user account test, in the /home/test/Axway/Transfer_CFT directory.

You can install the Transfer CFT on a target server in the home directory of different user accounts in a generic way using environment variables. Edit the expressPackage.properties file, uncomment, and set the Axway_InstallDir, CFT_InstallDir, and CFT_RuntimeDir parameters as follows.

Axway_InstallDir = $HOME/axway CFT_InstallDir = $HOME/axway/cft CFT_RuntimeDir = $HOME/axway/cft/runtime

Install the Express Package To deploy and install the Express Package:

1. Upload the generated Transfer_CFT__ExpressPackage__ .zip file to the target server. 2. Unzip the package.

3. Browse to the ExpressPackage directory located within the unzipped package.

Transfer CFT 3.3.2 Installation Guide 207 4. Add the execution rights to the install executable.

chmod +x install

5. Run the install executable.

Note If you run the install without an argument, the install executable uses the expressPackage.properties file, in the ExpressPackage directory, as the customization file. In command line you can specify a different file name using the following OS-specific syntax.

./install

Limitations

l Transfer CFT Express Package does not support cluster mode installations.

l Transfer CFT Express Package cannot embed a Transfer CFT upgrade pack.

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