Summary of Configuration Steps

After you install ActiveTransfer, you must perform the following high-level steps to configure ActiveTransfer.

Note:

Command Central also allows you to manage ports. For details on how to use Command Central to manage Active transfer, see Using Command Central to Manage ActiveTransfer.

1. Add an ActiveTransfer Server instance to My webMethods Server if the Integration Server that hosts ActiveTransfer Server is running on a machine other than “localhost” on port 5555. For details, see Adding an ActiveTransfer Server Instance to My webMethods.

2. Replace the default SSL certificate for ActiveTransfer instances used in production environments. For details, see Replacing the Default SSL Certificate.

3. Configure ActiveTransfer to send emails by editing the ActiveTransfer configuration properties file. For details, see Configuring ActiveTransfer to Send Emails.

4. Create server ports and configure settings for specific ActiveTransfer Server and ActiveTransfer Gateway instances. For details, see Managing ActiveTransfer Server and Managing ActiveTransfer Gateway .

5. Create the users who will use ActiveTransfer to transfer files. For details, see Working with Templates and Managing Users, User Groups, and User Roles.

6. Create a virtual file system (VFS) and grant access permissions and functional privileges to the folders within the VFS. For details, see Managing Virtual Folders in a Virtual File System.

7. Verify that the appropriate keystore files reside on the machines that host the ActiveTransfer Server or ActiveTransfer Gateway on which you are performing configuration tasks. For details, see Verifying the Location of Keystore Files for ActiveTransfer.

8. Include the IP addresses of the machines that run trusted applications in the unbanned list if these applications will send frequent requests to ActiveTransfer Server or ActiveTransfer Gateway. This is to ensure that these IP addresses are not automatically banned by the default banning settings of ActiveTransfer Server or Gateway. For details, see mft.query.maxrows

9. Configure and manage acceleration using My webMethods. For details, see Configuring Tunnels for Acceleration.

10. Define events that, when triggered, cause ActiveTransfer Server to perform a specified set of actions. For details, see Managing Events.

11. Set up the Software AG MashZone environment and connect the MashZone NextGen server to My webMethods Server. For details, see Configuring MashZone NextGen.

12. Grant non-administrator users the ability to access specific ActiveTransfer screens in My webMethods as necessary. For details, see Granting Access to ActiveTransfer Pages in My webMethods .

For a summary of the ports and host names or IP addresses that ActiveTransfer uses, the products to which ActiveTransfer Server and ActiveTransfer Gateway connect, and the file paths used for virtual folders and file operations, see ActiveTransfer Access Points.