Helpsystems Insite User Guide

User Guide GoAnywhere MFT for Insite 1.0 Copyright Terms and Conditions The content in this document is protected by the Copyright Laws of the United States of America and other countries worldwide. The unauthorized use and/or duplication of this material without express and written permission from HelpSystems is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to HelpSystems with appropriate and specific direction to the original content. HelpSystems and its trademarks are properties of the HelpSystems group of companies. All other marks are property of their respective owners. 201808060305 Table of Contents Welcome to GoAnywhere MFT for Insite 1 Assets 3 Available GoAnywhere Assets 3 Other Help 21 User Guide www.helpsystems.com page: iii Welcome to GoAnywhere MFT for Insite / Welcome to GoAnywhere MFT for Insite GoAnywhere MFT is a Managed File Transfer solution which provides centralized control and auditing of file transfers and workflows for the enterprise. With its comprehensive features and intuitive interface, GoAnywhere MFT will reduce operational costs, improve the quality of data transmissions and meet stringent compliance requirements. Please note that GoAnywhere MFT will be referred to as simply “GoAnywhere” throughout this guide. GoAnywhere General Features l Runs on most platforms including, Windows, Linux, VMware, UNIX, IBM i, Solaris and Mac OS. l Includes a browser-based administrator interface with a customizable dashboard, advanced graphical components and drag-n-drop support. l Supports popular file transfer protocols including, SFTP, SCP, FTP/s, HTTP/s, AS2, Web Services, SMTP, POP3 and IMAP. l Provides client components for connecting to internal and external systems for sending and retrieving files. l Provides server components to allow systems and users to connect to GoAnywhere for uploading and downloading files. l Protects files “at rest” and “in-motion” with FIPS 140-2 validated AES256 encryption. l Logs all file transfer activity in a central database with an optional SYSLOG feed. l Produces a wide variety of management and analytical reports. l Allows clustering for high availability (active-active) and load balancing. l Controls user access with role-based permissions and extensive security controls. User Guide www.helpsystems.com page: 1 Welcome to GoAnywhere MFT for Insite / l Includes key management tools for OpenPGP keys, SSH keys and SSL certificates. l Works with the optional GoAnywhere Gateway to keep files out of the DMZ and close inbound ports into the internal (private) network. GoAnywhere can be used for a variety of file transfer needs including workflow automation, ad-hoc file transfers and document collaboration. It can simplify system-to-system, user-to-system and user-to-user file transfers. Workflow Automation l Provides a graphical interface for creating multi-step workflows; no scripting or programming required. l Includes an integrated scheduler for running workflows and file transfers at future dates/times. l Triggers workflows based on events, such as an upload/download event or the presence of a new file in a folder. l Provides APIs and commands for running workflows from customer applications and 3rd party schedulers. l Encrypts, signs, verifies and decrypts files using the OpenPGP encryption standard. l Accesses files and directories on network shares, with support for UNC, NFS, SMB, CIFS, WebDAV, Amazon S3, and Azure Blob Storage. l Connects to popular database servers including DB2, SQL Server, Oracle, Informix, MySQL/MariaDB, and PostgreSQL. l Connects to popular SOAP and REST Web Service API's to automate tasks on services such as Salesforce, Box, Dropbox, JIRA, Microsoft CRM, Microsoft Sharepoint, and more. l Translates data to/from Excel, XML, Delimited text and Fixed Width file formats. l Automates the processing of data captured from online forms and surveys. l Calls customer programs and scripts as part of an overall workflow. l Connects to enterprise messaging systems including Websphere MQ, SonicMQ, ActiveMQ and SwiftMQ. l Compresses and extracts files using ZIP, GZIP and TAR standards. l Supports large files with auto-resume and integrity checks to help guarantee delivery. l Allows workflow jobs to be prioritized and segmented with job queues and run priorities. l Sends email alerts and text messages for failed and completed transfers. Ad-Hoc File Transfers and Collaboration l Provides an HTTPS web-client for browser-based file transfers. l Allows access to authorized network folders through the browser. l Includes the GoDrive file system for collaboration, sharing and synchronizing documents across devices. l Includes the Secure Forms feature for developing and collecting information from online forms and surveys. l Provides delivery of sensitive messages and documents through email notifications with secure HTTPS links. l Integrates with Active Directory (AD), LDAP, IBM i and SAML for user authentication. l Allows self-registration of users with administrator approval. User Guide www.helpsystems.com page: 2 Assets / Available GoAnywhere Assets Assets Assets allow you to quickly display vital GoAnywhere statistics and activity from within the Insite Dashboard. While defining Dashboard Widgets in Insite, once a Data Source has been selected, you can then select the asset that the widget will represent. Only the assets from the selected Data Source are available. If the required asset is not displayed, it must first be created in the Data Source before it is available within Insite. See Assets in the Insite help for more details. Available GoAnywhere Assets Service Status The Service Status asset displays the status and active sessions for each service. Available Metrics l Select Metrics - Select Active Sessions, Service Name, Status, and Status Text to display on the widget. User Guide www.helpsystems.com page: 3 Assets / Available GoAnywhere Assets Recent Completed Jobs The Recent Completed Jobs asset displays the most recent completed Jobs and their completion status. Available Metrics l Select Metrics - Select End Time, Job Number, Project, Status, Status Text, and User Name to display on the widget. User Guide www.helpsystems.com page: 4 Assets / Available GoAnywhere Assets Recent Triggers The Recent Triggers asset displays recent Trigger activity and the status of the Trigger event. Available Metrics l Select Metrics - Select Date, Event Description, Status, Status Text, and Trigger Name to display on the widget. User Guide www.helpsystems.com page: 5 Assets / Available GoAnywhere Assets Recent Blacklisted IP Addresses - Detail The Recent Blacklisted IP Addresses - Detail asset displays IP addresses that were recently blocked due to invalid login attempts. Available Metrics l Select Metrics - Select Date, Reason, and Remote Address to display on the widget. Recent Blacklisted IP Addresses -Summary The Recent Blacklisted IP Addresses - Summary asset displays the number of IP addresses that were recently blocked due to invalid login attempts. Available Metrics l Select Metrics - Select the Count of Recent Blacklisted IP Addresses to display on the widget. User Guide www.helpsystems.com page: 6 Assets / Available GoAnywhere Assets Unresolved Jobs The Unresolved Jobs asset displays failed or canceled Jobs that have not been marked Resolved from the Completed Jobs page. Available Metrics l Select Metrics - Select End Time, Job Number, Project, Status, Status Text, and User Name to display on the widget. User Guide www.helpsystems.com page: 7 Assets / Available GoAnywhere Assets Recent Secure Mail Activity The Recent Secure Mail Activity asset displays recent Secure Mail activity, the recipient of the Secure Mail message, and the message status. Available Metrics l Select Metrics - Select Date, Status, To Address, and User Name to display on the widget. User Guide www.helpsystems.com page: 8 Assets / Available GoAnywhere Assets Top Web Users by Transfers The Top Web Users by Transfers asset displays the Web Users who have the most file upload and download activity across each of the selected modules. Available Metrics l Select Metrics - Select Bytes Transferred, First Name, Last Name, and User Name to display on the widget. Advanced Settings l Date Range - Select the number of days of job activity to display User Guide www.helpsystems.com page: 9 Assets / Available GoAnywhere Assets Completed Jobs Count The Completed Jobs Count asset displays the number of completed Jobs within the specified date and time range. Available Metrics l Select Metrics - Select Count of Completed Jobs and Group By Label to display on the widget. Advanced Settings l Group By - Select Hour, Day of Week, Day of Month, or Month. l Date Range - Select the number of days of job activity to display. User Guide www.helpsystems.com page: 10 Assets / Available GoAnywhere Assets Service Statistics The Service Statistics asset displays upload and download file transfer activity for the file transfer services provided by GoAnywhere. Available Metrics l Select Metrics - Select Uploads, Downloads, or both. Advanced Settings l Date Range - Select the number of days of file transfer activity to display. Job Statistics The Job Statistics asset displays the number of Active, Successful, Failed, or Canceled Jobs. Available Metrics l Select Metrics - Select Active Count, Canceled Count, Failed Count, and Successful Count to display on the widget. Advanced Settings l Date Range - Select the number of days of job activity to display. User Guide www.helpsystems.com

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