Secure Ad Hoc Transfer Module For EFT Server v6.2 User Guide GlobalSCAPE, Inc. (GSB) 4500 Lockhill-Selma Road, Suite 150 Address: San Antonio, TX (USA) 78249 Sales: (210) 308-8267 Sales (Toll Free): (800) 290-5054 Technical Support: (210) 366-3993 Web Support: http://www.globalscape.com/support/ © 2007-2010 GlobalSCAPE, Inc. All Rights Reserved Last Updated: April 26, 2010 Table of Contents Introduction to Secure Ad Hoc Transfer ........................................................................................................ 5 What's New in Secure Ad Hoc Transfer .................................................................................................... 6 Version 2.2 Changes ............................................................................................................................. 6 Version 2.1 Changes ............................................................................................................................. 6 Version 2 Changes ................................................................................................................................ 6 Installing Secure Ad Hoc Transfer ................................................................................................................ 7 Secure Ad Hoc Transfer Module System Requirements .......................................................................... 7 Secure Ad Hoc Transfer Deployment Methods ......................................................................................... 7 Common Deployment Methods ............................................................................................................. 7 Secure Ad Hoc Transfer in the DMZ ...................................................................................................... 8 Secure Ad Hoc Transfer Installation Prerequisites ................................................................................... 9 BEFORE Installing the SAT Module with IIS 7.0 ....................................................................................... 9 Installing Secure Ad Hoc Transfer ........................................................................................................... 11 Verify the Microsoft IIS Settings ....................................................................................................... 20 Manually Configuring Microsoft IIS .......................................................................................................... 21 Using SAT on 64-Bit Operating Systems ................................................................................................ 24 Activating Secure Ad Hoc Transfer ......................................................................................................... 26 Upgrading Secure Ad Hoc Transfer ........................................................................................................ 28 Configuring Secure Ad Hoc Transfer .......................................................................................................... 31 Customizing the Secure Ad Hoc Transfer Web Interface ....................................................................... 32 Background Color ............................................................................................................................. 32 Header Image Dimensions ............................................................................................................... 33 Banner Background Style ................................................................................................................ 33 Banner Image ................................................................................................................................... 33 Customizing the Notification E-Mail ......................................................................................................... 34 Configuring Temporary User Account Expiration .................................................................................... 35 Configuring Temporary User Account Permission .................................................................................. 35 Editing the Configuration File (web.config) .............................................................................................. 36 IIS Authentication ................................................................................................................................. 50 Creating a Base64-Encoded Username and Password .......................................................................... 50 Specifying Virtual Folders for Ad Hoc Users ........................................................................................... 51 Adding Blacklist and Whitelist Domains .................................................................................................. 52 Single-Click Authentication ...................................................................................................................... 53 Delaying the Password Notification E-Mail .............................................................................................. 53 Using SAT with Active Directory .............................................................................................................. 54 iii Secure Ad Hoc Transfer Module Receiving Notifications when Recipients Upload Files ........................................................................... 55 Creating a Timer Rule to Remove Temporary Expired Accounts ........................................................... 59 Scheduler (Timer) Event .......................................................................................................................... 60 Default Template Locations ..................................................................................................................... 63 Specifying HTML or Plain Text E-Mail Format ........................................................................................ 63 Creating a Command .............................................................................................................................. 64 Enforcing Complex Passwords for Temporary Users ............................................................................. 65 Using the HS Module with the Secure Ad Hoc Transfer Module ............................................................ 66 Using the Secure Ad Hoc Transfer Module ................................................................................................ 67 Sending Files ........................................................................................................................................... 67 Smart E-Mail Functionality....................................................................................................................... 68 Including Cc and Bcc Recipients ............................................................................................................. 69 Personal Address Book ........................................................................................................................... 69 Picking Up Files ....................................................................................................................................... 70 Allowing Recipients to Upload Files ........................................................................................................ 71 Viewing Reports of SAT Activity .............................................................................................................. 71 Troubleshooting Errors in the Secure Ad Hoc Transfer Module ................................................................. 73 Failed to Connect to EFT Server ............................................................................................................. 73 Ad Hoc Properties Missing ASP.NET Tab .............................................................................................. 73 "Current Identity does not have Write Access" ........................................................................................ 75 Failed to Access IIS Metabase ................................................................................................................ 76 Problem Sending Large Files .................................................................................................................. 76 SAT Module Application Error Codes ...................................................................................................... 77 iv Introduction to Secure Ad Hoc Transfer EFT Server's Secure Ad Hoc Transfer (SAT) module allows your internal users to send and receive large e-mail file attachments to recipients outside of your organization quickly, reliably, and securely, all without having to manually create or maintain FTP accounts on EFT Server. The SAT Module works in conjunction with EFT Server to allow users inside an enterprise to transfer files to and from recipients outside the organization with secure authentication, non-repudiation, and auditing capabilities. ASP.NET technology overcomes file-size limits when uploading very large attachments. The Web supports file attachments up to 2GB, which is a limit of HTTP. (If you expect to upload large files, e.g., 1 GB or larger, we strongly recommend that you install EFT Server on the same computer as IIS and edit the value for UploadProtocol in the Secure Ad Hoc Transfer's Configuration File.) The process is bidirectional; recipients can securely