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Group Logic Inc. 703-528-1555 fax: 703-527-2567 Email: [email protected] Internet: www.grouplogic.com Satellite Server Manual for Macintosh and Windows
Transcript
Page 1: MT 4.5 Satellite Server

Group Logic Inc.703-528-1555

fax: 703-527-2567Email: [email protected]

Internet: www.grouplogic.com

Satellite Server Manualfor Macintosh and Windows

Page 2: MT 4.5 Satellite Server

© 1995-2004 Group Logic Incorporated. All Rights Reserved.

This manual, as well as the software described in it, is furnished under license and may only be used or copied in accordance with the terms of such license. The

information in this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Group Logic

Incorporated. Group Logic Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in this book.

Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic,

mechanical, recording, or otherwise, without the prior written permission of Group Logics Incorporated.

The software described in this manual is covered by a license agreement which places restrictions on its export and import to specific countries. This License agreement is

expressly made subject to any applicable laws, regulations, orders, or other restrictions on the export of the licensed products, software or information about such

licensed products which are in effect or may be imposed from time to time. You shall not export or import the licensed products or information about the licensed

products without complying with such laws, regulations, orders, or other restrictions. The licensed products may not be exported or reexported to Cuba, Libya, Iraq, Iran,

Sudan, Syria, or North Korea. You agree to indemnify Group Logic, Incorporated, against all claims, losses, damages, liabilities, costs and expenses, including reasonable

attorney’ fees, to the extent such claims arise out of any breach of this section.

Adobe, the Adobe logo, and PostScript are trademarks of Adobe Systems Incorporated. All references to PostScript on the screen or in this manual are references either

to the Adobe PostScript software or to the Adobe PostScript language.

Apple, Finder, Macintosh and MacOS are registered trademarks, and Communications Toolbox is a trademark of Apple Computer, Inc.

Explorer, Internet Information Services, and Windows are registered trademarks of Microsoft, Inc.

Webstar is a trademark of 4D, Inc.

All other trademarks are the property of their respective owners.

APPLE COMPUTER, INC. (“APPLE”) MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY AND

FITNESS FOR A PARTICULAR PURPOSE, REGARDING THE APPLE SOFTWARE. APPLE DOES NOT WARRANT, GUARANTEE OR MAKE ANY REPRESENTATIONS REGARDING THE USE

OR THE RESULTS OF THE USE OF THE APPLE SOFTWARE IN TERMS OF ITS CORRECTNESS, ACCURACY, RELIABILITY, CURRENTNESS OR OTHERWISE. THE ENTIRE RISK AS TO THE

RESULTS AND PERFORMANCE OF THE APPLE SOFTWARE IS ASSUMED BY YOU. THE EXCLUSION OF IMPLIED WARRANTIES IS NOT PERMITTED BY SOME JURISDICTIONS. THE

ABOVE EXCLUSION MAY NOT APPLY TO YOU.

IN NO EVENT WILL APPLE, ITS DIRECTORS, OFFICERS, EMPLOYEES OR AGENTS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, INCIDENTAL OR INDIRECT DAMAGES (INCLUDING

DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, AND THE LIKE) ARISING OUT OF THE USE OR INABILITY TO USE THE

APPLE SOFTWARE EVEN IF APPLE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION

OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

For defense agencies: Restricted Rights Legend. Use, reproduction or disclosure is subject to restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data

and Computer Software clause at 252.227-7013.

For civilian agencies: Restricted Rights Legend. Use, reproduction or disclosure is subject to restrictions set forth in subparagraphs (a) through (d) of the commercial

Computer Software Restricted Rights clause at 52.227-19 and the limitations set forth in Group Logic’s standard commercial agreement for this software. Unpublished rights

reserved under the copyright laws of the United States.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/). Copyright (c) 1999-2002 The Apache Software Foundation. All

rights reserved. THIS SOFTWARE IS PROVIDED ``as is'' and any expressed or implied warranties, including, but not limited to, the Apache Software Foundation or its

contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or

services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including

negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage.

Support for Rendezvous includes software developed by the Rendezvous Project (http://developer.apple.com/darwin/projects/rendezvous/)

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org/) Copyright (c) 1998-2003 The OpenSSL Project.

All rights reserved. This software is provided by the Open SSL Project “as is” and any expressed or implied warranties, including, but not limited to, the implied warranties

of merchantability and fitness for a particular purpose are disclaimed. In no event shall the Open SSL project or its contributors be liable for any direct, indirect,

incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; losses of use, data, or profits; or

business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise).

Printed in the USA.4.5 03004

Page 3: MT 4.5 Satellite Server

Contents

INTRODUCTION: GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5ABOUT MASSTRANSIT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

The Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6About Job tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Workflow features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

MINIMUM REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7INSTALLING MASSTRANSIT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7THIS MASSTRANSIT RELEASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

CHAPTER ONE: CONTACTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9VIEWING THE CONTACTS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9MODIFYING THE SERVER CONTACTS WINDOW ENTRY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10ADDING AND EDITING ENTRIES IN THE CONTACTS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10SETTING ACCESS PRIVILEGES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11SETTING UP USER MAILBOXES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12DELETING A CLIENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

CHAPTER TWO: COMMUNICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16SETTING UP COMMUNICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Incoming Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16TCP/IP Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

TCP/IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17TCP/IP Secure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

FTP Client on a Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21SETTING UP SECURITY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Encrypting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Exporting encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Setting encryption levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Verifying the caller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Using a MassTransit generated certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Using your own Certificate Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Using a Trusted Root Certificate Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Obtaining a certificate from a Certificate Authority (CA) . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Setting up MassTransit to use a certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

CHAPTER THREE: TRANSFERRING FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29TRANSFERRING FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Viewing the transfer of files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29SETTING UP TO SEND FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Designating files to send . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Designating files to send by dragging to the Contacts window . . . . . . . . . . . . . . . . 30Designating files to send by dragging to a mailbox . . . . . . . . . . . . . . . . . . . . . . . . 30Designating files to send using the Files window Add button . . . . . . . . . . . . . . . . . . 30Designating files to send by dragging to the Files window To Send tab . . . . . . . . . . 31Converting Macintosh file names for Windows file names. . . . . . . . . . . . . . . . . . . . 32Removing a file’s To Send status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Adding a job ticket . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

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MassTransit Satellite Server Manual Page 4

Sending files automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Delay sending until you are ready . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Sending files manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Sending files manually from the Files window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Sending files manually from the Contacts window . . . . . . . . . . . . . . . . . . . . . . . . . 37

Sending files passively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37CANCELLING A CONNECTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37SETTING UP TO RECEIVE FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Receiving files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Receiving files automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Retrieving files manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

PROCESSING RECEIVED FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Configuring a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Giving a remote user privileges for remote processing . . . . . . . . . . . . . . . . . . . . . . . . . 40How you and others use “Output to” folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Using aliases of “Output to” folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Naming “Output to” folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Creating Output to folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Processing files you receive from others . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Checking the processing of files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

CHAPTER FOUR: TRACKING JOB INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45TRACKING FILES WITH THE FILES WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Viewing a list of file to be sent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45TRACKING JOBS WITH THE LOG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Sorting log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Managing outdated log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Saving and printing log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

CHAPTER FIVE: OTHER FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50SETTING UP A MAILBOX FOLDER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50PERFORMING ACTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51BACKING UP DATABASE FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53RUNNING MASSTRANSIT AS A SERVICE ON WINDOWS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

APPENDIX: TROUBLESHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

INDEX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Page 5: MT 4.5 Satellite Server

Welcome to MassTransit. This chapter covers the following topics.

• About MassTransit

• Requirements

• How to install MassTransit Satellite Server

MassTransit lets you transfer files from one location to another with a simple drag and drop. It also en-

ables remote processing.

MassTransit consists of two parts: the Satellite Server and the MassTransit Server you work with which

can be either a Professional or an Enterprise Server. All Server versions let you perform the following

tasks:

• Send files to and receive files from one another; use hot folders so others on your network can send

files

• Specify whether one user can receive files from or send files to the other

• Specify whether the remote user can overwrite files of the same name on the receiving computer

• Track the status of incoming and outgoing files

• Carry out Actions to notify you when things happen and perform other tasks using scripts

• Process files at the remote MassTransit Server; let a Macintosh MassTransit Server process files on

your computer.

• Use a secure connection

In addition, if you are working with an MassTransit Enterprise Server, you can send files to ad-

dresses in your Enterprise Server’s Contacts window.

The quickest way to open MassTransit windows is with the Navigation Bar. This bar includes icons that

represent the windows and dialog boxes you use to set up and monitor file transfers. When you click an

icon in the bar, MassTransit immediately jumps to that window or dialog box. The Navigation Bar ap-

pears when you start MassTransit for the first time.

To view the Navigation Bar, choose Navigation Bar on the Windows menu, or press

Command / (Macintosh) or Control Ø (Windows).

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

ABOUT MASSTRANSIT

The Navigation Bar

Introduction: Getting Started

Page 6: MT 4.5 Satellite Server

MassTransit Satellite Server Manual Page 6

• See the Contacts window that lists your MassTransit Server and, if you are working with an Enter-

prise Server, any clients you can send files to through the Server.

• View the Status window to see what’s happening in MassTransit—if you are currently connected to

your MassTransit Server and are receiving or transferring files—and to cancel a connection.

• Use the Files window to see the files that are ready to be sent, files that you have already sent, and

those that you have received. In addition, you can target services and process received files

• Look at the log to see a list of all the actions MassTransit has taken. Any problems are explained

here

• Setup window allows you to set the way MassTransit works including designating your communica-

tions method and when you want to send files. In addition, you can set up services and allow the

MassTransit Server use them.

Your server may require you to make secure connections. MassTransit offers a TCP/IP security option,

TCP/IP Secure, which uses the Secure Sockets Layer (SSL) protocol to encrypt transferred data, maintain

the integrity of data, and authenticate the calling parties. Authentication allows you to verify the iden-

tity of the caller to make sure you are sending to or receiving data from the right place. When

MassTransit tries to establish a secure connection using SSL, each party provides the other with its cer-

tificate. Each party verifies that the other’s certificate is valid and, if it is, proceeds with the connection.

Like the real-world paper version, the MassTransit job ticket provides a convenient and familiar way for

you to communicate with your MassTransit Server. The Job Ticket window lets you enter name, address,

shipping, and billing information, as well as instructions and details about the accompanying job.

WindowsWindowsWindowsWindowsWindows

Mass Transit has features that allow you to perform notification and action procedures, control the

workflow process, and keep a record of all transfers. In addition, you can process files automatically at

your MassTransit Server’s site, and do remote proofing.

Security

About Job tickets

Workflow features

Page 7: MT 4.5 Satellite Server

MassTransit Satellite Server Manual Page 7

You can set MassTransit to perform Actions when events occur during the transfer and processing of

files. For example, you can have email sent to you when you receive files from your MassTransit Server.

In addition, you can set MassTransit to perform scripts.

MassTransit keeps a log of all actions it performs. You can check the Log window to see if files were re-

ceived or sent. The log lists errors that occurred so you can correct a problem. For example, if your

MassTransit Server does not have enough room on the computer you’re transferring a file to, the log

gives the reason why the file is not transferred. You can call your MassTransit Server and transfer the file

again when more space is made available to receive the file.

You can process files at your MassTransit Server’s site using services the Server has configured. Services

may include applications, scripts, drop folders, and printers. You can configure services of your own to

process incoming files from your Server.

You can monitor incoming files as they open and are processed as your MassTransit Server requested.

You can control the processing order by putting selected jobs on hold and putting them at the beginning

of the queue.

In order to use MassTransit, you need the following equipment.

Macintosh Macintosh Macintosh Macintosh Macintosh To use MassTransit, you need the following equipment:

• Any Macintosh® with G3 or later CPU

• Mac OS X® 10.2.6 or later, or Mac OS X 10.3 Server or later

• 128 MB of free RAM

• minimum screen resolution of 1024 X 768

• Where the MassTransit mailboxes are stored, enough disk space for files you are receiving

• TCP/IP network

Windows Windows Windows Windows Windows To use MassTransit, you need the following equipment:

• Windows 2000®, Windows 2003®, Windows XP®, Windows NT® 4.0 with Service Pack 6a or later,

Windows 98\

• 128 MB of RAM

• Where the MassTransit mailboxes are stored, enough disk space for files you are receiving

• TCP/IP network

Install the Satellite Server software and place the CFG file provided by your MassTransit Server in the

folder with the Satellite Server software. The CFG file allows your MassTransit Server to recognize you

when you connect to transfer files.

To install the MassTransit Satellite Server software using the Installer, follow these steps.

1. Double click the MassTransit Satellite Server file.

2. Follow the on-screen instructions. When installation is complete, click Quit to close the installer.

3. Obtain the CFG file from your MassTransit Server and place the file in the folder with MassTransit.

MINIMUMREQUIREMENTS

\

INSTALLINGMASSTRANSIT

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MassTransit Satellite Server Manual Page 8

Some features of earlier versions of MassTransit are temporarily disabled and will be changed in future

releases. On Windows, SOCKS proxy support is disabled. On the Macintosh, disabled features are listed

below.

• Print spooling in the Satellite Server

• Log and Job Ticket printing (you can save and print these files using another application

• SOCKS proxy support

• Listening on ports less than 1024 unless logged in as root

Also, note that MassTransit does not support long file names on the Macintosh at the time of this writing.

Long file names are supported on Windows and will be supported in a future release of MassTransit for

Mac OS X.

THIS MASSTRANSITRELEASE

Page 9: MT 4.5 Satellite Server

The Satellite Server software allows you to transfer files to your MassTransit Server—either a Profes-

sional or an Enterprise Server. Your Contacts window automatically contains the name “Server” as its

first entry. In addition, if your MassTransit Server is an Enterprise Server, you can forward files to re-

mote users who are in your MassTransit Enterprise Server’s Contacts window.

• Viewing the Contacts window

• Adding users to the Contacts window

• Setting Access Privileges

• Setting Communications Methods

• Setting up User Mailboxes

• Deleting a user

MassTransit includes all the tools you need to maintain an Contacts window. In the Contacts window,

your Server is listed when you first open the program. If your Server is a MassTransit Enterprise Server,

you can add clients to your list and send files to them to through you Server; the clients must be listed in

the Enterprise Server’s Contacts window. The Contacts window also provides information on the num-

ber of files received from, sent to, or waiting to send to each user, as well as the date and status of your

last connection with each user.

To view the Contacts window, click the Contacts window icon on the Navigation Bar, or press Command

Ø (Macintosh) or Control 1 (Windows). Your Server is listed in your Contacts window.

MacintoshMacintoshMacintoshMacintoshMacintosh

VIEWING THECONTACTS WINDOW

Chapter One: Contacts

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MassTransit Satellite Server Manual Page 10

WindowsWindowsWindowsWindowsWindows

To modify settings for the Server, follow these steps.

1. If the Contacts window isn’t visible, click Contacts window on the Navigation Bar or press Command Ø(Macintosh) or Control 1 (Windows).

2. Select the Server name click Edit, or double-click the Server’s name.

3. Adjust any settings you want.You can change or modify contact information in the General tab, the outgoing calls communica-

tion method and the timing of automatic calls in the Communication tab (see page 35), mailbox

and Output to folders in the Mailbox tab (see page 40), and privileges and authentication require-

ments in the Security tab (see page 23).

4. Click Save to close the Contact Information dialog box.

If your MassTransit Server is an Enterprise Server, you can add clients whose names are also in the Con-

tacts window of the Enterprise Server. In addition, you can remove client entries from the Contacts win-

dow by selecting the name of the user and clicking Delete.

Follow these directions to add or edit a Client when your server is a MassTransit Enterprise Server.

1. If the Contacts window isn’t visible, click Contacts window on the Navigation Bar, or press Command Ø(Macintosh) or Control 1 (Windows).

2. Click Add to add a new user to the list.The General tab of the Contact Information dialog box appears.

MODIFYING THESERVER CONTACTSWINDOW ENTRY

ADDING AND EDITINGENTRIES IN THECONTACTS WINDOW

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MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

3. On the General tab, type the users’s Name and Contact Information.You must type the name exactly as it appears in the Enterprise Server’s Contacts window.

Note Note Note Note Note The Outgoing calls method is Forward via; you cannot change it. Nor can you change the

triggers for placing calls; the triggers you set for the Server apply to the Clients.

4. On the Mailbox tab, choose to use a default or custom mailbox and click Add Folder to add Print to,Output to, and Forward to folders.See the sections below on mailboxes (page 12) and Output to folders (page 40).

5. On the Security tab, check the privileges you want the user to have.See the section below for General Privileges. See page 23 for authentication and encryption.

7. Click OK to close the Contact Information dialog box.The user is added to the Contacts window.

For your Server and the Clients, if any, you are allowed if your Server is a MassTransit Enterprise Server,

you can assign specific privileges, as explained here.

1. If the Contacts window isn’t visible, click Contacts window on the Navigation Bar or press Command Ø(Macintosh) or Control 1 (Windows).

2. Select the Server name click Edit, or double-click the user’s name. Go to the Security tab.

SETTING ACCESSPRIVILEGES

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MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

Accept Calls From Server Accept Calls From Server Accept Calls From Server Accept Calls From Server Accept Calls From Server allows the server to call you.

Receive Files From SeverReceive Files From SeverReceive Files From SeverReceive Files From SeverReceive Files From Sever allows the server to send files to you.

Send Files To ServerSend Files To ServerSend Files To ServerSend Files To ServerSend Files To Server automatically sends files designated for sending each time a connection is

made. For more information, see “Designating Files to Send” on page 30.

Allow Server To Replace FilesAllow Server To Replace FilesAllow Server To Replace FilesAllow Server To Replace FilesAllow Server To Replace Files automatically overwrites files of the same name in the server’s Re-

ceived folder during file transfer. If you don’t want to overwrite files, you can use a timestamp

folder (see below).

Automatically Process Received FilesAutomatically Process Received FilesAutomatically Process Received FilesAutomatically Process Received FilesAutomatically Process Received Files starts processing files received from others for a service as

soon as the transfer completes. See page 39 for information about setting up services.

Compress Files During TransferCompress Files During TransferCompress Files During TransferCompress Files During TransferCompress Files During Transfer compresses files for transfer.

Replace Invalid Characters in File NamesReplace Invalid Characters in File NamesReplace Invalid Characters in File NamesReplace Invalid Characters in File NamesReplace Invalid Characters in File Names for Windows, permanently converts filenames from

Macintosh computers that have invalid Windows characters (such as \\ or ?) by substituting dashes

(-) for invalid characters. See page 32 for more information. If this option is not checked, the

server does not accept files that have illegal characters in their names.

Use Timestamp Folder When ReceivingUse Timestamp Folder When ReceivingUse Timestamp Folder When ReceivingUse Timestamp Folder When ReceivingUse Timestamp Folder When Receiving (TCP/IP and TCP/IP Secure connections only) places files

received from the server in a new folder for each transfer; the folder is named with the date and

time.

3. For Privileges, make sure the Send Files To Server option is selected.

4. If you want to receive files from the MassTransit Server, select the Receive File From MassTransit Useroption.

5. Click Save, if necessary.

MassTransit creates a folder for each person in your Contacts window called a mailbox. MassTransit uses

this folder to store all the incoming files for that user. Outgoing files may be stored elsewhere. Each mail-

box folder includes three other folders:

• The Received folder, where MassTransit stores the files the user sends you

• The To Send folder, where you can drop files to be sent to your remote user as needed

SETTING UP USERMAILBOXES

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• The Sent folder, where MassTransit moves files from the To Send folder after transmitting them

These folders correspond to the tabs in the Files window: To Send, Sent, and Received.

There may be additional folders present under some circumstances.

• The Cannot Be Sent folder is used when files cannot be send for some reason. These files are

moved from the To Send folder to the Cannot Be Sent folder.

Use the Mailbox tab of the Contact Information dialog box to set up a mailbox. If you use the default

mailbox option, MassTransit creates a user mailbox folder within the User Mailboxes folder in the

MassTransit folder. The user mailbox folder has the same name that you entered for the remote user.

If you prefer, you can designate a different folder to use as the remote user’s mailbox folder. This cus-

tom mailbox folder can be located anywhere on your system or network and can have any name you

want. However, you cannot select a folder previously assigned to another user; each user must have a

unique mailbox folder. In addition, MassTransit creates the Received, Sent, and To Send folders within

the folder you select. If you change your mind later, you can always designate a different folder to act

as the User mailbox.

To set up a user mailbox, follow these steps.

1. If the Contacts window isn’t visible, click the Contacts window icon on the Navigation Bar, or pressCommand Ø (Macintosh) or Control 1 (Windows).

2. Highlight the name of the Server and click Edit. Go to the Mailbox tab.If you are working with an Enterprise Server and have clients in your Contacts window, you can

set up their mailboxes when you add them or you can edit them later.

MacintoshMacintoshMacintoshMacintoshMacintosh

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WindowsWindowsWindowsWindowsWindows

3. For Mailbox Location, click Use Default Mailbox if you want the mailbox folder to appear within theUser Mailboxes folder and have the same name as in the Name box in this window.To use another folder as the user mailbox, click Use Custom Mailbox and click Select. Locate and

select the folder you want. Then click Select <folder name>.

4. To add Mailbox Output Folders, click Add Folder.You can create Output to, Print to folders in the remote user’s To Send folder. Using these folders,

you can print on a remote printer or a hot folder which is being watched by another application.

The names of the folders must be identical to those of devices such as printers or hot folders that

the remote user has defined. Remote users who can set up services are Professional Servers, En-

terprise Servers, and Satellite Servers. See page 40 more information on Output to and Print to

folders.

5. Click OK to close the Contact Information dialog box.If you previously clicked Save while the default mailbox option was selected and have changed to

a custom mailbox, MassTransit asks where to put the old mailbox folder. You can delete the old

mailbox folder and all its contents or, on the Macintosh, move it to your desktop.

Note Note Note Note Note If you are changing from a custom mailbox to a default mailbox, or changing from one custom

mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its con-

tents, you must do so manually using the Macintosh Finder® or Windows Explorer®.

You cannot delete the Server from your Contacts window. However, if you no longer need to communi-

cate with a Client, you can remove that user from the Contacts window. You can only add Clients if you

are working with an Enterprise Server.

To delete a Client, follow these steps.

DELETING A CLIENT

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1. Click the Contacts window icon on the Navigation Bar, or press Command Ø (Macintosh) or Control 1(Windows).

2. Select the Client’s name.

3. Click Delete. When prompted, click Delete again.MassTransit asks you where to put the Clients’s mailbox folder. Click In Trash to delete the mail-

box folder and all its contents or, on the Macintosh, click On Desktop to move the mailbox folder

and all its contents to the desktop.

Note Note Note Note Note If you have assigned a custom mailbox folder for a Client you are deleting, MassTransit will not

prompt you to delete or move the folder as it does for a default mailbox folder. You will need to manu-

ally move or delete the folder and its contents. In addition, if you have created any aliases to either de-

fault or custom mailbox folders, you need to delete them manually.

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Before you can send files to your MassTransit Server, you must tell MassTransit what communications

method and settings you are using to connect to that Server. The communications methods available in-

clude TCP/IP, TCP/IP Secure, and, on the Macintosh, FTP Client. This chapter covers these topics.

• Setting up communications for your Server

• Setting up secure connections

You can set up and edit communication methods for your Server. Those available are as follows.

• TCP/IP and TCP/IP Secure

• FTP Client on the Macintosh

If you are working with an Enterprise Server and have clients, they use the Forward Via communication

method and forward files through the Enterprise Server. You cannot change their communication

method.

You set up a communication method to make outgoing calls to your server from your Contacts window.

Set up a communication method for incoming calls from the Setup window.

You can configure the incoming communication method for receiving calls from your Server. Your Server

may have configured the method for you. Follow these steps to configure your incoming communication

method.

1. Click the Setup icon on the Navigation Bar to open the Setup window or press Command 4 (Macintosh)Control 5 (Windows). Select the Communications tab.

2. Select the Communication methodSee the sections below for specific directions for your communication method.

3. Leave a check in the checkbox Answer Incoming Calls.If you remove the check, your Server is unable to call you. So, remove the check only when you

want to initiate all calls to the Server.

Listen reposting Listen reposting Listen reposting Listen reposting Listen reposting Once you set up to listen on a communication method, MassTransit attempts to

listen using that method. If a method fails, for example, if a wire is inadvertently disconnected,

MassTransit tries to reestablish the listen every five minutes for twelve times. After that, MassTransit

abandons the attempt to listen. The Status window shows that that method is not listening.

SETTING UPCOMMUNICATIONS

IncomingCommunications

Chapter Two: Communications

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You can change the number of minutes MassTransit waits to retry a listen method if one fails. In

addition, you can change the number of attempts MassTransit makes to reestablish the listen. To

change these numbers, follow these steps.

1. Open the MassTransit.CFG file.It is located in the folder with your MassTransit application.

2. Change the following lines by typing the numbers you wish for the reposting interval, and the maxi-mum number of times MassTransit should try to reestablish the listen.LISTEN_REPOST_INTERVAL = (number of minutes for repost)

LISTEN_RETRY_MAXIMUM = (number of times to retry)

MassTransit allows you to connect to your server through a TCP/IP network connection. You can use

TCP/IP or you can set up secure connections using Secure Sockets Layer (SSL) by choosing TCP/IP Secure

as the communication method.

Note Note Note Note Note The Mac OS X versions of MassTransit cannot listen on any port less than 1024 unless running

as root. Due to this limitation, you will need to install and run MassTransit under the Mac OS X root

account for SSL listens on the normal 443 port. This limitation will be addressed in an upcoming

version of MassTransit. See the Read Me file for more information.

To set up TCP/IP communications, follow these steps.

Incoming calls using TCP/IPIncoming calls using TCP/IPIncoming calls using TCP/IPIncoming calls using TCP/IPIncoming calls using TCP/IP Follow the steps below to configure TCP/IP to receive calls.

1. Click the Setup icon on the Navigation Bar to open the Setup window or press Command 4(Macintosh)Control 5 (Windows). Select the Communications tab.

2. For Incoming Calls, choose TCP/IP from the Method pop-up menu.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

3. If necessary, change the port to one which allows network traffic.MassTransit uses the standard port 50000 as the default. If your network is protected by an Inter-

net firewall, type the number for the port that allows network traffic.

TCP/IP Connections

TCP/IP

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4. Click OK, then click Save in the Setup window.You are ready to receive calls over TCP/IP.

Outgoing calls using TCP/IP Outgoing calls using TCP/IP Outgoing calls using TCP/IP Outgoing calls using TCP/IP Outgoing calls using TCP/IP You must enter the IP address or MassTransit Servername of your

MassTransit Server.

1. Click the Setup icon on the Navigation Bar to open the Setup window or press Command 4 (Macintosh)or Control 5 (Windows). Select the Communications tab.

2. For Outgoing Calls, choose TCP/IP from the Method pop-up menu.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

3. Type the IP address or MassTransit Servername of the MassTransit Server.

4. If necessary, change the port to one which allows network traffic.MassTransit uses the standard port 50000 as the default. If your network is protected by an Inter-

net firewall, type the number for the port that allows network traffic.

5. Click OK, then click Save in the Setup window.You are ready to place calls with TCP/IP.

Your server may require you to set up secure TCP/IP communications. Using SSL, MassTransit can require

calling parties to verify who they are before allowing a connection. To verify who a calling party is, SSL

uses authentication in the form of certificates which are presented at the time MassTransit connects with

another user. If a certificate is not valid, MassTransit does not allow a connection. See “Setting Up Secu-

rity” starting on page 23 for detailed information on setting up security with SSL.

Certificates ertificates ertificates ertificates ertificates MassTransit works with two types of certificates: 1) Self-generated by MassTransit itself

(which is the default option), or 2) Certificates, issued by a Certificate Authority (CA). Using self-

generated certificates allows you to avoid paying fees and maintenance issues. However, no one

verifies that the certificate owner is who they claim to be, and you may be susceptible to certain

TCP/IP Secure

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kinds of attacks that allow people to intercept your data. When you have a certificate, issued by a

CA they verify the identity of the other party you are about to connect to. You can buy a certificate

from one of the well known Certificate Authorities, such as VeriSign® or Thawte®, or you can

become your own CA and issue certificates for all the MassTransit servers within your organization.

Starting out Starting out Starting out Starting out Starting out The remote MassTransit server administrator may have chosen the TCP/IP Secure

method of communication when generating your CFG file. If this is the case, your MassTransit

Satellite Server software generates a certificate for you. If your server want you to use a certificate

issued by a CA instead, you must obtain a certificate from a CA and then, use your Setup dialog box

to set up MassTransit to use your certificate. For directions on creating or obtaining certificates,

see page 24.

Incoming calls using TCP/IP SecureIncoming calls using TCP/IP SecureIncoming calls using TCP/IP SecureIncoming calls using TCP/IP SecureIncoming calls using TCP/IP Secure Follow the steps below to configure TCP/IP Secure to receive

calls.

1. Click the Setup icon on the Navigation Bar, or press Command 4 (Macintosh) or Control 5 (Windows)and select the Communication tab.

2. For Incoming Calls, choose TCP/IP Secure from the Method pop-up menu.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

3. If necessary, change the port to one which allows network traffic.MassTransit uses 443 as the default port for TCP/IP Secure. Normally, you should not change this

value. However, if your network is protected by an Internet firewall, type the number for a port

that allows incoming network traffic.

Note Note Note Note Note Notify the person who will call you of the port number. They must call the port you have

typed here.

4. Click OK, then click Save in the Setup window.You are ready to receive calls over TCP/IP Secure.

5. Select a minimum level of encryption for incoming files.

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MassTransit used the selected level as a minimum. If your server sets connection encryption to a

higher level, MassTransit accepts the connection. If connection encryption is set to a level lower

than your minimum, MassTransit refuses to connect.

6. Click OK.

You are ready to receive calls over TCP/IP Secure.

Outgoing calls using TCP/IP SecureOutgoing calls using TCP/IP SecureOutgoing calls using TCP/IP SecureOutgoing calls using TCP/IP SecureOutgoing calls using TCP/IP Secure If you are entering a contact in the Contacts window, you must

enter the IP address or hostname of the person you want to call.

1. Click the Setup icon on the Navigation Bar, or press Command 4 (Macintosh) or Control 5 (Windows)and select the Communication tab.

2. For Outgoing Calls, choose TCP/IP Secure from the Method pop-up menu.

3. Choose TCP/IP Secure from the Method pull-down menu

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

4. Type the IP address or hostname of your server.

5. If necessary, change the port to one which allows incoming network traffic on the remote network.MassTransit uses port 443 as the default. Normally, you should not change the port number. How-

ever, if the network you are calling is protected by an Internet firewall, type the number for the

remote port that allows incoming network traffic.

6. Type the server’s identity.This must be the common name the server used when creating a certificate or obtaining a certifi-

cate from a Certificate Authority. See page 24 in this chapter.

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7. Choose a level of encryptions from the pull-down menu.When you send files to your server, the files are encrypted to this level.

Note: Note: Note: Note: Note: Make sure the level you choose is at or above the minimum level of encryption the server

has set when configuring TCP/IP Secure as an Incoming Method in the Setup window.

8. Click OK.You are ready to place calls with TCP/IP Secure.

Note Note Note Note Note If you have trouble connecting, make sure you have the correct IP address or hostname

and the correct port number entered.

When you want MassTransit to act as an FTP Client on a Macintosh, choose FTP Client as the

communication method.

To set up outgoing communications, follow the steps below.

Outgoing calls utgoing calls utgoing calls utgoing calls utgoing calls using the FTP Clientsing the FTP Clientsing the FTP Clientsing the FTP Clientsing the FTP Client

1. Click the Setup icon on the Navigation Bar, or press Command 4 (Macintosh) or Control 5 (Windows)and select the Communication tab.

2. For Outgoing Calls, choose FTP Client from the Method pop-up menu.The FTP Client Setup dialog box appears.

4. Enter the IP Address and port of the remote FTP Server. Also, enter the User ID and the Passwordneeded to connect to the Server.You must type a password to enable the OK button.

5. Enter the Pick Up and Drop Off directory.

FTP Client on aMacintosh

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These directories are located on the remote FTP Server which must be reachable when logged on

to the Server using the User ID and Password entered in step 4. MassTransit retrieves files from

the Pick Up directory and places them in your Received folder. Files you put in your To Send

folder are placed in the Drop Off directory on the remote FTP Server.

6. For Connection Options, if you wish to connect using the passive mode, place a check in the checkboxUse Passive Mode When Transferring files.In the FTP passive mode, the client initiates the connections to the server thus solving the prob-

lem of firewalls filtering.

7. Once files are successfully retrieved from your Pick Up directory, you may have MassTransit delete thefiles, leave the files on the Server or move them to another directory on the Server by selecting theappropriate radio button.It is necessary to keep the designated folder empty to receive new files.

8. If you are sending files which will be used by a Macintosh server, click the File Processing checkbox toencode files using MacBinary when sending.MacBinary is a format which creates one binary file from all of the information in a Macintosh

file. When you use MacBinary, Macintosh files are protected so they do not lose information

needed to open them on a Macintosh. MacBinary allows you to store Macintosh files on a non-

Macintosh system such as Windows until they can be retrieved and used on a Macintosh.

9. Click OK to save the communication method for your Client.

IIIIIncoming calls using FTP Client ncoming calls using FTP Client ncoming calls using FTP Client ncoming calls using FTP Client ncoming calls using FTP Client Follow these steps to configure how MassTransit polls the FTP

Server looking for files.

1. Click the Setup icon on the Navigation Bar, or press Command 4 (Macintosh) or Control 5 (Windows)and select the Communication tab.

2. For Incoming Calls, choose FTP Client from the Method pop-up menu.The FTP Client dialog box appears.

3. Set how often MassTransit polls the FTP Server for files.

4. Set the number of minutes delay before MassTransit begins downloading file.This allows MassTransit to check to see if files are completely copied to the FTP server before

downloading. If MassTransit downloads incomplete files, increase the delay time to assure that

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only complete files are being downloaded. The next time MassTransit checks the site, it down-

loads and files that were left behind.

5. If you want MassTransit to create a text file of FTP command and responses, place a check in theGenerate transcript of FTP server commands and responses checkbox.Normally, leave this unchecked for maximum performance.

6. Click OK.

If you are sending files over a network, you can use security features of MassTransit to secure files from

tampering or disclosure (encryption) and verify the contact with whom you are exchanging files (au-

thentication). Security can be set up for TCP/IP connections. Keep in mind that these security features

provide safety but may slow the transfer process when your server is handling many connections simul-

taneously.

MassTransit uses Secure Sockets Layer (SSL) to provide secure connections for TCP/IP. SSL provides au-

thentication of callers, data encryption and message integrity. These three features keep your data se-

cure while it is travelling across the Internet, and in addition, authenticates the identify of both

contacts in the connection. SSL is used widely for secure connections, for example, when web browsers

connect to web sites for online shopping or financial institutions.

Once you have set up MassTransit for secure connections, SSL works behind the scenes at the time a

connection is requested. First, certificates are exchanged proving who each contact is for verification.

Then, SSL checks to make sure the encryption level is agreed upon before exchanging files. This makes

the connection secure.

Everything sent over a network from MassTransit including passwords and files are vulnerable to others

who may read the files or intercept and change or destroy the files. When you choose the TCP/IP Secure

communication method, MassTransit encrypts all transfers before sending them over a network and re-

quires encrypted incoming information.

MassTransit products fall under the category of retail encryption items eligible for License Exception

ENC. This means that they can be exported, and reexported, to government and non- government end-

users alike in any country except, at the time of writing, Libya, Sudan, Iraq, Iran, Cuba, Syria, and North

Korea. In addition, they may not be exported, or reexported, to any person, or entity, engaged in the

development or use of nuclear weapons, guided missiles or chemical and biological weapons. It does

not matter that the software has no utility in such activities. Finally, the Commerce and Defense Depart-

ments maintain lists of denied persons and specially designated "nationals" with whom United States

persons may not trade. These lists are maintained on the Web.

Using SSL, MassTransit can encrypt files to one of three levels of strength.

• RC4-40, the lowest level of encryption; International transfers between or to other countries may

be restricted to this level

• RC4-128

• 3DES

Transferring files Transferring files Transferring files Transferring files Transferring files Set a minimum encryption level for data received from your server; check with your

server to see what encryption level must be used. MassTransit does not accept a connection encrypted

SETTING UP SECURITY

Encrypting

Exporting encryption

Setting encryption levels

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to a lower level; a message is logged. For descriptions of setting encryption level while configuring an in-

coming communication method, see page 18.

MassTransit uses SSL to provide a certificate to calling parties to verify who they are. In addition, the cer-

tificate provides a public/private key combination that allows files to be encrypted and decrypted. The

certificate verifies that the user communicating with you is not an imposter. MassTransit works with two

types of certificates: 1) Self-generated by MassTransit itself (which is the default option), or 2) Certifi-

cates, issued by a Certificate Authority (CA) such as VeriSign or Thawte. Using self-generated certificates

allows you to avoid paying fees and maintenance issues. However, no one verifies that the certificate

owner is who they claim to be. When you have a certificate, issued by a CA, they verify the identity of the

other party you are about to connect to. You can buy a certificate from one of the well known Certificate

Authorities, such as VeriSign or Thawte, or you can become your own CA and issue certificates for all the

MassTransit servers within your organization.

When a secure connection is selected, MassTransit verifies the certificate presented by you and your

server. When MassTransit provides your certificate to your remote MassTransit server, it contains your

identity name and your public key. The remote MassTransit uses the public key contained in the certifi-

cate to encrypt files to be transferred. When you receive the encrypted file, MassTransit decrypts it using

the private key. Since you are the only one who has the private key, you are the only one who can de-

crypt files.

When your server has selected the TCP/IP Secure communication method for you, MassTransit generates

a certificate for you when you open it the first time. You can choose to use this MassTransit created cer-

tificate. This certificate includes public and private keys for encrypting files. Creating your own certifi-

cates allows you to avoid fees and maintenance issues. However, no one \verifies that the certificate

owner is who they claim to be and you may be susceptible to some forms of attacks that break encryp-

tion called “man-in-the-middle” attacks.

You can create your own certificate authority using the OpenSSL toolkit. Creating your own authority al-

lows you to avoid paying fees. For more information and detailed instructions on how to create your

own authority, go to the website www.openssl.org.

Trusted Certificate Authorities (CA) verify that the information in a certificate accurately represents who

it claims to represent. They charge to provide a certificate, usually by the year. Usually, you contact a CA

at their web site and request a certificate. Two popular CAs issuing certificates are VeriSign and Thawte.

You may look at their web sites for more information at www.verisign.com and www.thawte.com.

To set up MassTransit to use a trusted root Certificate Authority (CA), read these steps which provide an

overview, then, see the next sections for detailed instruction.

1. Create a Certificate Signing Request (CSR) using the Certificate Generation program that comes withMassTransit.Do this before you request a certificate online. You paste this text into the request.

2. Obtain a certificate online by contacting the Trusted Root CA you wish to use and requesting a certifi-cate.

3. The CA sends you the certificate which you make available to MassTransit.

Verifying the caller

Using a MassTransitgenerated certificate

Using your ownCertificate Authority

Using a Trusted RootCertificate Authority

Obtaining a certificate from

a Certificate Authority (CA)

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4. Obtain certificates of the trusted root authority used by your server using TCP/IP Secure, if not alreadyincluded in MassTransit.These certificates allow you to verify callers. MassTransit comes with many of these certificates.

Others can be downloaded from the CAs web site.

Generating a Certificate Signing Request Generating a Certificate Signing Request Generating a Certificate Signing Request Generating a Certificate Signing Request Generating a Certificate Signing Request Before setting up MassTransit to use a certificate, generate a

Certificate Signing Request (CSR) to give to the Certificate Authority when asked. Later, when you re-

quest a certificate online, you copy and paste the text generated.

To create a CSR, follow these steps.

1. Open the CSR Generator program located in the MassTransit: Security: CSR Generator folder

2. Enter a pass phrase for the private key.You are asked to enter this pass phrase in MassTransit when setting up your certificate and later

to authorize use of your private key. So keep the pass phrase in a safe place. Protect it from un-

authorized use.

3. Type the remaining information.Give information about the following and press return to go to the next line:

Your Country (use a two letter code; e.g.. US)

Your State (do not abbreviate)

Your Locality

Your Organization name

Your Organizational Unit

Your Common Name (see note below)

and Your Email Address

Note Note Note Note Note Remember the Common Name you type here. Your MassTranit Server types the exact Com-

mon Name you enter here for your Certificate. Matching the name is part of the authentication

process when you connect.

Later, you can see the Common Name by viewing your certificate. See step 6 of the section “Using

a MassTransit generated Certificate” on page 24.

4. Enter extra attributes, if you wish, including a challenge password and an optional company name.Press return.

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The CSR generator produces a file called mt_cert_req.pem to use when applying for a certificate.

In addition, it produces a private key file names, mt_private_key.pem. This file is encrypted with

the PEM pass phrase you typed at the beginning of the generating process. Protect this key from

others.

Getting the Certificate Getting the Certificate Getting the Certificate Getting the Certificate Getting the Certificate Go the CAs web site (for example, www.verisign.com or www.thawte.com) and

request a certificate. Depending on your provider, you may apply in a different way.

1. Generate a Certificate Signing Request as described in the previous section.

2. Request a certificate online from the CA of your choice. When requested, copy and paste the CSR ormt_cert_req.pem text from a text editor.Do not use a word-processing program which might add extraneous formatting.

3. The CA sends the certificate to you.The Certificate Authority sends you two files: a certificate file which contains a public key and a

private key file. You may place the files in the MassTransit Security folder for ease in locating

them when you set up MassTransit.

MassTransit uses the certificate to verify who you are when you connect. To set up certificate

information, follow these steps.

1. Click the Setup icon on the Navigation Bar, or press Command 4 (Macintosh) or Control 5 (Windows).Select the Security tab.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

2. For SSL Certificate, choose a radio button to select either Automatically generate SSL certificate or Usecertificate issued by Certificate Authority.

If you choose to have MassTransit generate the SSL certificate, MassTransit creates a private key,

creates a certificate request, and then signs the certificate request creating the certificate. The

pass phrase for the private key file is automatically generated. You can skip the remainder of the

steps.

Setting up MassTransit touse a certificate

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Note Note Note Note Note This does not guarantee your identity to remote server.

3. If you choose to use a certificate issued by a certificate authority, either a trusted root CertificateAuthority or your own certificate authority, click Choose to locate the private key file.This is the private key generated by the CSR program. See page 23 for information about creating

the private key.

4. If you wish, click to place a check in the Save pass phrase for private key, then type the pass phrase inthe text box to the right.This saves the pass phrase on disk. If you do not save the pass phrase, you are prompted for it ev-

ery time MassTransit starts.

5. Click Choose to locate the Certificate.This is the certificate you received from your CA.

6. If you wish, click View to view the Certificate.When you view the certificate, you see the Common Name assigned to the certificate. This Com-

mon Name is the name that must be specified by a server calling you in the TCP/IP Secure Outgo-

ing Calls dialog box. See page 20.

7. After finding out the names of the Certificate Authorities your remote server is using, check to makesure the Trusted Root Certificate Authorities certificates includes these names.When you connect using a secure connection, MassTransit checks the remote server’s certificate

using a certificate provided for that purpose by the remote server’s Certificate Authority.

MassTransit comes with a number of the more common trusted root CAs. You may have to down-

load a certificate from the remote server’s CA website and import it into MassTransit if it is not

included.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

8. If the CA for your server’s certificate is not on the Trusted Root Certificate Authorities list, click Import toimport a certificate you have previously obtained either from a CAs web site or elsewhere.The CA is added to the list.

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9. Highlight the certificate and click Remove if you no longer want the name on the list.The certificate is removed but is not deleted from your computer.

10. Click Save when you have completed all tasks.MassTransit is ready to provide secure connections.

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MassTransit makes it easy to send to and receive files. You can send files to the MassTransit Server’s

computer, or even to an application or printer at the MassTransit Server’s location. If you are working

with an Enterprise Server, you can send files to clients in your Contacts window. And you can receive

files. But first you’ll have to make sure your MassTransit software has all the right settings. This chapter

covers the following topics:

• Transferring files

• Sending files to your Server

• Receiving files from your Server

• Cancelling a connection

After setting up your communications method you can receive files from and send files to the MassTran-

sit Server computer. First, set privileges in the Contacts window. To set up privileges for sending files,

see “Setting Access Privileges” on page 10.

You can watch the transfer of files on the Status window.

To send files to others, you must designate one or more files for transmission and you and the

server must set the necessary options and privileges.

To set up to send files, follow these steps.

1. If the Contacts window isn’t visible, click the Contacts window icon on the Navigation Bar, or pressCommand Ø (Macintosh) or Control 1 (Windows).

2. Select a user from the list and click Edit.

3. On the Security tab, make sure the Send Files To Server option is selected in your Contact Informationdialog box.

4. Click Save, if necessary.

To let others make a connection, follow these steps.

1. Click the Status icon on the Navigation Bar, or press Command 1 (Macintosh) or Control 2 (Windows).

2. Make sure the communications method you are using is set to wait for incoming calls.

TRANSFERRING FILES

Viewing the transferof files

SETTING UP TO SENDFILES

Chapter Three: Transferring Files

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3. If the message “Idle” is displayed, click the communications method, and then click Start Listening.

4. Close the Status window.

Before you can send files, you must let MassTransit know which files you want to send. There are a

number of ways to do this.

• Drag a file from the Macintosh Finder or the Windows Explorer onto the name of the person in the

Contacts window to whom you want to send the file.

• Use the Macintosh Finder or the Windows Explorer to drag files to the To Send folder (or its alias or

shortcut) within the user mailbox folder—this is useful if you use the mailbox folders as part of your

normal file management scheme because it keeps the files in one easy-to-find location on your sys-

tem.

• While displaying the To Send tab in the Files window, use the Add button to designate files to

send—this is useful if you prefer to manage files without using the user mailbox folder and it is

handy if you want to send a file located on a network drive and you don’t wish to copy it to the

mailbox folder on your local system.

• Drag a file from the Macintosh Finder or the Windows Explorer into the Files window To Send tab.

You may drag an alias or shortcut of a file or a folder. MassTransit sends the file or folder contents

which may include other folders and files.

Note Note Note Note Note The files you put in the To Send folder appear in the To Send list in the Files window However,

files you add to this list using the Add button do not appear in the To Send folder in the user mailbox

folder in the Macintosh Finder or the Windows Explorer.

After you have designated files to send to another person, you may choose to have MassTransit

send files automatically according to criteria you set up, or to manually connect to send files. When

there are two or more files to send during a connection, MassTransit sends the smallest files first.

The larger files are sent last.

To designate files to send using the Contacts window, use the Macintosh Finder or the Windows

Explorer to drag files or folders (or their aliases or shortcuts) onto the name of the person to whom

you want to send the file. This figure displays the Windows Contacts window The Macintosh

Contacts window works in the same way.

To designate files to send using a user‘s mailbox folder, from the Macintosh Finder, drag files or

folders (or their aliases) into the To Send folder in the mailbox folder for the user. Rather than

dragging files into the To Send folder directly, you can make an alias of the folder and drag files

there.

To designate files to send using the Files window Add button, follow these steps.

1. If the Files window isn’t visible, Click the Files window icon on the Navigation Bar, or press Command2 (Macintosh) or Control 3 (Windows). Display the To Send tab.In addition, you may open the Files window from the Contacts window by clicking the Files win-

dow button.

2. Select a user from the User Filter pull-down menu.

Designating files tosend

Designating files to sendby dragging to theContacts window

Designating files to sendby dragging to a mailbox

Designating files to sendusing the Files windowAdd button

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3. Click Add in the Files window

4. Locate the file or files you want to send. Select one and click Add. Repeat for more files. Click Add Allto send all files in the currently displayed folder.

5. If you decide that a file you added should not be sent to the user, select it and click Remove.

6. Click Done.

To designate files to send using the To Send tab in the Files window use the Macintosh Finder or the

Windows Explorer to drag files into the To Send tab.

1. If the Files window isn’t visible, click the Files window icon on the Navigation Bar, or press Command 2(Macintosh) or Control 3 (Windows). Display the To Send tab.In addition, you may open the Files window from the Contacts window by clicking the Files win-

dow button.

2. Select a user from the User Filter pull-down menu.

Note Note Note Note Note If you set the User Filter menu to All, you cannot drag a file onto the Files window. On Win-

dows, select a User. On the Macintosh, you are prompted to select a user. See below.

3. Drag a file from the Macintosh Finder or the Windows Explorer into the To Send tab of the Fileswindow.If the file will not stay in the folder, it is in a format that MassTransit cannot send. In addition, on

a Windows computer, if you have All selected in the User Filter, you get the universal no symbol

and cannot drop the file.

MacintoshMacintoshMacintoshMacintoshMacintosh

Designating files to sendby dragging to the Fileswindow To Send tab

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WindowsWindowsWindowsWindowsWindows

4. On the Macintosh, if you have one user selected in the User filter pull-down menu, the file is added tothe To Send list. If you have selected All users, the Select Users dialog box appears when you releasethe mouse. If necessary, highlight the name of the remote user you want to send the file to.Press Shift and click to select multiple nonadjacent users. You can also press Command

(Macintosh) and click to deselect an individual user. To select all, choose Select All on the Edit

menu, or press Command A (Macintosh).

5. Click OK.

If you are using a Macintosh computer to send files to a Windows MassTransit Server using Win-

dows 98, or a hard drive formatted for the FAT file system with either Windows 2000, Windows NT

or Windows XP, you should create filenames which comply with the Windows naming rules.

However, MassTransit for Windows recognizes filenames which are invalid and can change them

into valid filenames if you check the privilege Accept Invalid File Names. This is true no matter

which version of MassTransit for Macintosh you are using. An alternative is if you use Windows NT,

2000, or XP with a hard drive formatted for NTFS. MassTransit can store the illegal characters on

the hard drive. These can be used to maintain the illegal characters when they are on the Windows

machine and, then, can be sent to Macintosh clients.

Converting Macintosh filenames for Windows filenames

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Creating valid filenames Creating valid filenames Creating valid filenames Creating valid filenames Creating valid filenames To create filenames that are valid on a Windows computer, use any letters

or numbers, but check for the validity of symbols. Windows filenames cannot end with a space or a

period (.).

To correct invalid file names from a Windows server, follow the steps above for changing Privileges

and turn on Accept Invalid File Names. To have MassTransit reject files with invalid characters, turn

this option off.

Note:Note:Note:Note:Note: If you have one or more filenames that are similar except for invalid characters, substituting

dashes in the filenames may result in identical filenames when the files are received on a Windows

MassTransit Server. In this case, MassTransit only sends the first file. Your log and your MassTransit

Server’s log explain why the other files were not sent.

To remove a file from the list of files waiting to be sent, follow these steps.

1. Click Files window on the Navigation Bar, or press Command 2 (Macintosh) or Control 3 (Windows).Select the To Send tab.In addition, you may open the Files window from the Contacts window by clicking the Files win-

dow button.

2. If you wish to narrow the list for easier selection, select a user from the User Filter pull-down menu.

3. Select the file you no longer want to send in the Files window’s To Send list.Press Shift and click to multiple nonadjacent files. You can also press Command (Macintosh) or

Control (Windows) and click to deselect an individual file. To select all, choose Select All on the

Edit menu, or press Command A (Macintosh) or Control A (Windows).

4. Click Remove.If the file you are removing is in the To Send folder, you are prompted whether to move the file to

the Trash or to the Desktop. Select one of these or click Cancel. If the file you are removing was

not in the To Send folder, clicking Remove takes it out of the list of files waiting to be sent, but the

file itself remains in its original location.

MassTransit includes an electronic job ticket that lets you and remote users send detailed informa-

tion on transferred files. You can create a new job ticket for any file you plan to send. You add a job

ticket to a file before sending it.

To create a job ticket for a file, follow these steps.

1. Designate a file to send.See “Designating Files to Send” on page 30.

2. Click the Files window icon on the Navigation Bar, or press Command 2 (Macintosh) or Control 3(Windows).

3. Click the To Send tab. From the User Filter pull-down menu, select the name of the user to whose filesyou wish to add a Job Ticket.

4. Highlight a file and click the Job Ticket button.

Removing a file’s ToSend status

Adding a job ticket

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MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

5. If this is the first time you are creating a job ticket for a user, fill out the job ticket entries that you wantto appear on every job ticket. Choose Save As Default Job Ticket on the File menu.For example, you can list the user’s name and address. The next time you create a Job Ticket, the

information you entered here appears automatically.

6. Fill out the remaining job ticket entries and click Save.See the following sections for information about options.

Note Note Note Note Note On the Macintosh, using Actions and AppleScripts, you can add and fill out job tickets auto-

matically. See “Performing Actions” on page 51.

7. Choose Clear Job Ticket Fields on the Edit menu to clear all fields in the ticket if required.

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You can automate sending files to each user by setting transmission options or triggers. With these

options, files designated for sending to a user are transmitted at regular intervals, at specific times,

or when the folder contains a designated number of files. See the steps on the next page. Your

options are as follows.

• “When Number of Files to Send Is <Number>” starts sending files based on the number of files des-

ignated for sending. For more information, See “Designating Files to Send” on page 30.

• “Every <Number> <Unit of Time>” starts sending files at the regular intervals (minutes, hours, or

days) you specify. If you use the Day(s) interval, MassTransit sends files at the same time on every

designated day. The time of day is determined by the first time you send files.

• “Every Day At <Time>” starts sending files at the specific time you specify each day.

If you select more than one of these criteria, MassTransit starts sending files as soon as any one of

the criteria is fulfilled.

To transmit files automatically, the Server to whom you are sending files must set up MassTransit to

accept files and receive calls from you. If the user doesn’t want to have his or her system waiting for

calls constantly, it may be necessary to have the user initiate the transmission. For more informa-

tion, see “Sending Files Passively” on page 37.

Any time you are connected to your server’s system, the Status window shows the progress of

transmissions. For information on cancelling a transmission in progress, see “Cancelling a Connec-

tion” on page 37.

To set up to send files automatically, follow these steps.

1. Click the Contacts window icon on the Navigation Bar, or press Command Ø (Macintosh) or Control 1(Windows).

2. Select the name of a user and click Edit.Select the Communications tab.

3. Select preferences for when to send files.To start sending based on the number of files in the To Send folder, select When Number of Files

to Send Is and type the preferred number. To start sending at regular intervals, select the second

option, type a number, and select the unit of time: Minute(s), Hour(s), or Day(s). To start sending

files at a specific time each day, select Every Day At and select a time from the pull-down menus.

MacintoshMacintoshMacintoshMacintoshMacintosh

Sending filesautomatically

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WindowsWindowsWindowsWindowsWindows

4. If the system can’t make a connection and you want MassTransit to automatically retry to establish theconnection, use the After Errors, Retry in <Number> Minute(s) option to specify how long to waitbetween attempts.Use the Retry <Number> time(s) before giving up option to specify the number of attempts to

make. Type 0 if you don’t want it to make more than one attempt to connect.

You may want to delay the automatic sending of files for a few minutes. For example, you may set

MassTransit to send files as soon as a single file is in the To Send folder. See above. If you are

sending several files, MassTransit begins sending after the first one is in the folder. To avoid having

MassTransit call while you are adding files, follow these steps.

1. Click Setup on the Navigation Bar or press Command 4 (Macintosh) or Control 5 (Windows). Selectthe Outgoing Calls tab.

Macintosh

Windows

2. Place a check in the Wait checkbox and type a number of minutes.Remember, you need time to add files you want to send and attach job tickets also.

If you prefer, you can send files manually to a user at any time. To succeed, the user to whom you

are sending files must set up MassTransit to accept files and receive calls from you.

To send files to a user manually using the Files window, follow these steps.

1. If the Files window isn’t visible, Click the Files window icon on the Navigation Bar, or pressCommand 2 (Macintosh) or Control 3 (Windows). Click the To Send tab.

2. In the User Filter pull-down menu, choose the name of the user to whom you want to send files.If no files are listed, designate files to send. See “Designating Files to Send” on page 30.

3. Click Connect.

Delay sending until youare ready

Sending filesmanually

Sending files manuallyfrom the Files window

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To send files to a user manually using the Contacts window, follow these steps.

1. Designate what files you want to send.See “Designating Files to Send” on page 30.

2. If the Contacts window isn’t visible, click the Contacts window icon on the Navigation Bar, or pressCommand Ø (Macintosh) or Control 1 (Windows).

3. Highlight the name of the user to whom you want to send files and click Connect.The Status window shows the progress of the transmissions. For information on cancelling a

transmission in progress, see “Cancelling a Connection” on page 37.

If the server doesn’t want to have his or her system constantly waiting for calls, the server can

initiate the transmission. To succeed in transferring files from your system to the server, your

system must be set up to accept calls from the server, send files to the server, and answer incoming

calls. For more information, see “Setting Access Privileges” on page 10, “Setting up to Receive Files”

on page 37 and “Setting Up Communications” on page 16. In addition, the user must be set up to

receive files from you.

Whenever your system is connected to the MassTransit Server system, you can terminate that connec-

tion at any time. This is useful, for example, if you realize you need to make changes to a file you are

sending.

When a transmission is interrupted, whether manually or by accident, any files that were successfully

transmitted are no longer designated for sending. Files not completely transferred retain their “to send”

status. Unless you or your MassTransit Server make any changes in settings, the remaining unsent files

will be transmitted the next time a connection is made. For information on ways to designate files for

sending, see “Designating Files to Send” on page 30.

To cancel a connection, follow these steps.

1. If the Status window isn’t visible, click the Status icon on the Navigation bar, or press Command 1(Macintosh) or Control 2 (Windows).The Status window appears.

2. Under Connection Status, click Disconnect.

You have two ways to receive files from the MassTransit Server system. You can configure MassTransit to

wait for incoming calls from the MassTransit Server, or you can actively make a connection. Either way,

whether your configuration waits to receive files or actually tries to obtain files depends on the follow-

ing things.

First, all of the MassTransit Server needs to know the communications hardware and settings used by

each. If you have not already set up communications, follow the instructions in “Setting up Communica-

tions” on page 16.

Second, you, the MassTransit Server, or client must have designated one or more files for transmission. If

neither of you has any files designated for sending, no transfer takes place and MassTransit terminates

the connection.

Sending files manuallyfrom the Contactswindow

Sending filespassively

CANCELLING ACONNECTION

SETTING UP TORECEIVE FILES

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Finally, whether any files are transmitted depends on the options and privileges you and the

MassTransit Server have set for each other. For example, you must instruct MassTransit to “listen” for

incoming calls in order for the MassTransit Server software to connect to your system. Conversely, if

you want to initiate the connection yourself, the MassTransit Server software must be configured to lis-

ten for incoming calls from you. This section explains the options and privileges you assign to your

MassTransit Server.

To set up to receive files from your MassTransit Server, follow these steps.

1 . Click the Setup icon on the Navigation bar, or press Command 4 (Macintosh) or Control 5 (Windows).Select the Communications tab.

2. For Incoming Calls, check the checkbox Answer Incoming Calls.If at some point you want your system to stop answering calls, return to this window and dese-

lect the Answer Incoming Calls option.

3. For Privileges, select Receive Files from User.See page 10 for information about privileges.

4. If you want any incoming files to overwrite files of the same name in the Received folder of yourmailbox folder, select Allow User to Replace Files.For more information, see “Setting up a User Mailboxes” on page 11.

5. Click Save and close the Setup window.

When a connection is made with your MassTransit Server, all files designated to be sent by you or your

MassTransit Server including files Clients files are transferred. As you receive files, they are placed in

the Received folder of the mailbox folder and listed in the Received tab of the Files window.

You may want to control when you receive files from your MassTransit Server. You can ask your Server

to configure MassTransit to transmit files to you at a specific time of day or at a specific interval. Then

you would have to make sure MassTransit was ready to receive those calls at the specified days or

times.

You can manually initiate a connection and retrieve files whenever you want. If the MassTransit Server

has designated files to send and each of you has set the proper privileges, all files designated for send-

ing (by any party, either direction) will be transferred when you make the connection.

To connect to the MassTransit Server manually, follow these steps.

1. If the Status window isn’t visible, click the Status icon on the Navigation bar, choose Status from theWindows menu, or press Command 1 (Macintosh) or Control 2 (Windows).

2. Click Connect.The Status window shows the progress of the transmissions. If no files are designated, the con-

nection is closed. For information on cancelling a transmission in progress, see “Cancelling a

Connection” on page 37.

Receiving files

Receiving filesautomatically

Retrieving files manually

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Files the MassTransit Server sends to you using an “Output to” or “Print to” folders are processed auto-

matically on your computer using services you set up. To set up services start by configuring services

and, then, give users privileges to use the services..

To configure the services with which files can be processed, follow these steps.

1. In MassTransit, click the Setup icon on the Navigation Bar, or press Command 4 (Macintosh) orControl 5 (Windows). Select the Services tab.

2. Click Add.

3. To find the Service you want to display on the Services list, use the Select service type pull-down menu.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

4. Select an application, script, drop folder, or printer type.A dialog box appears; the title reflects your choice.

MacintoshMacintoshMacintoshMacintoshMacintosh

5. Click Choose to locate the service.

6. Give the service a custom name; place a check in the Use Custom Name checkbox and type a name.It is advantageous to use a custom name; if you use a custom name when you configure a service,

you can change the service but use the original custom name.

7. Click OK to close the dialog box then click OK to close the New Service dialog box.The Service is listed in the Services Tab list of the Setup window.

PROCESSINGRECEIVED FILES

Configuring aservice

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8. Highlight a service and choose disable, delete, or configure as needed.

9. Close the Setup window when you are finished.

After setting up services, give remote user’s the privilege they need to use those services.

1. If necessary, click the Contacts window icon on the Navigation Bar, or press Command Ø (Macintosh)or Control 1 (Windows).

2. Select a user to whom you want to give automatic processing privileges, and click Edit.

3. Select the Security tab.

4. Select the Automatically Process Received Files option and click Save.

You and your remote users place files in “Output to” drop folders that each creates in the To Send fold-

ers. You may call the folder “Print to” instead; the folder works the same with either name. Send any

type of file using an “Output to” folder. When MassTransit sends files to a remote site using the “Output

to” folder, they are processed automatically if the Allow Process Received Files option is turned on; see

above. Otherwise, they are placed in the processing queue but not actually processed.

Create an alias of the “Output to” folder and place it on the desktop of other computers on your

network. Anyone can drag a file in the folder for delivery to the remote user. Some printers require

a PostScript file for printing.

Custom naming of services is important when others are using “Output to” (or “Print to) folders to

send files to you. (1) You can reduce the length of a service’s name so it fits in the 31 space limit for

naming a folder. (2) It is not necessary to put the zone name after the service name when using a

custom name. See the previous page.

You can create Output to folders from the Macintosh finder or Windows Explorer or when you are en-

tering or editing an entry in the Contacts window.

From the Macintosh Finder or Windows Explorer From the Macintosh Finder or Windows Explorer From the Macintosh Finder or Windows Explorer From the Macintosh Finder or Windows Explorer From the Macintosh Finder or Windows Explorer To create an “Output to” folder, follow these steps.

1. In the Macintosh Finder or Internet Explorer, open the To Send folder of the remote user.

2. Create a new folder.

3. Name the folder for the service you want to use; use the custom name if one has been assigned.Capitalize “Output” (or “Print”) and use lower case for “to”. For example, if the name of the re-

mote printer is Rainbow, name the folder as follows.

Output to Rainbow

If the Rainbow printer is in a zone, add the zone.

Output to Rainbow@Marketing

4. Create additional “Output to” folders for other services.

Giving a remote userprivileges for remoteprocessing

How you and othersuse “Output to”folders

Using aliases of “Outputto” folders

Naming “Output to”folders

Creating Output to folders

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From the Contacts window From the Contacts window From the Contacts window From the Contacts window From the Contacts window You can create an Output to folder from the Contacts window when you

add or edit an entry.

1. If the Contacts window isn’t visible, click Contacts window on the Navigation Bar, or press CommandØ (Macintosh) or Control 1 (Windows).

2. Click Add to add a new user to the list or highlight an existing user and click Edit to add Output tofolders for that user. Go to the Mailbox tab.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

3. For Mailbox Output Folders, click Add Folder.The New Mailbox Folder dialog box appears.

MacintoshMacintoshMacintoshMacintoshMacintosh

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WindowsWindowsWindowsWindowsWindows

4. Choose a Folder type: Print To, Output To, or Forward To. Type a name for the service you want to use;use the custom name if one has been assigned.

5. Click OK.The folder you created appears in the Mailbox Output Folders dialog box with a symbol to its left

indicating the type of folder: Print To, Output To, or Forward To.

Macintosh

WindowsWindowsWindowsWindowsWindows

When you save the Contact Information dialog box for that user, MassTransit creates the folder in

the user’s To Send mailbox folder and places the folder type name before the name you type. If

you choose Print To and type Rainbow, MassTransit places a folder named Print To Rainbow in

the user’s To Send mailbox folder.

Using Output to folders Using Output to folders Using Output to folders Using Output to folders Using Output to folders Drop files into the Print to, Output to folders. The next time you send files

to the remote user, MassTransit automatically directs them to the selected service. Only PostScript

files can be processed by printer services. The files are moved to the Sent folder. The ”Output to”

folder remains in the To Send folder and can be used again.

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Drop files into a Forward to folder. The next time you send files to the remote user, files in the

Forward to folder are sent.

Before you can process a received file using an application, the application must be installed on the

same computer as MassTransit. In addition, you must configure services for MassTransit. If you have

not already set up the controls for these, see “Configuring a Service” on page 39.

Remember that you can print or process only file types that are compatible with the application or

printer that will receive them. To learn what file types are compatible with individual prepress

applications, refer to the documentation for those applications.

Automatically processing files Automatically processing files Automatically processing files Automatically processing files Automatically processing files You can set privileges so that when a remote user sends you files,

they are processed automatically. See ”Setting Access Privileges” on page 10.

Manually processing files Manually processing files Manually processing files Manually processing files Manually processing files To forward a file to an application, follow these steps.

1. Click the Files window icon on the Navigation Bar, or press Command 2 (Macintosh) or Control 3(Windows), then select the Received tab.

2. From the Received tab, select the files you want to forward to an application.Press Shift and click to select multiple nonadjacent files. You can also press Command (Macintosh)

or Control (Windows) and click to deselect an individual file. To select all, choose Select All on the

Edit menu, or press Command A (Macintosh) or Control A (Windows).

3. If the selected files show no services in the Requested Service column, or if they show a service otherthan the one you want to use for those files, select the desired service in the Services pull-down menu.

Setting processing priorities for received files Setting processing priorities for received files Setting processing priorities for received files Setting processing priorities for received files Setting processing priorities for received files The Status column in the Received tab of Files

window shows the order in which each file will be processed. However, you can manually set a

different processing order.

When you select a file that is designated to be processed or is being processed, the Remove button

changes to a Hold button. To stop processing the file currently processing, select the file being

processed and click Hold. The file is removed from the queue.

To print a file before others, follow these steps.

1. In the Received tab of the Files window select the first file you want to send to the beginning of the listand click Process; the button says Output Next if a file is processing.Repeat to add each file to the top of the queue in the order desired.

Note Note Note Note Note When a file is processing, the Process button changes to Output Next. Clicking Output Next

moves the selected file to the top of the queue after the processing of the current file is com-

pleted. To move a file to the top of the list even if one if being processed, put the file being pro-

cessed on hold first.

To change the priority of all files in the processing queue, follow these steps.

Processing files youreceive from others

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1. In the Received tab of the Files window select the first file in the list. Press Shift and click the last file inthe list to select all files.

2. Click Hold to remove all files from the queue.

3. Add the files to the queue one at a time in the order desired.

You can check the processing status of files and cancel the processing of a file with the Status

window.

1. Click Status on the Navigation Bar or press Command 1 (Macintosh).The file being processed is listed and a progress indicator displays the amount of the file that has

been processed.

2. Click Cancel to stop processing of the file.The Received tab in Files window shows all files received from the MassTransit Server. You can

sort the list, invert it, and change the order of processing of the received files. For more informa-

tion see “Tracking files with the Files window” on page 45.

Checking the processingof files

Page 45: MT 4.5 Satellite Server

MassTransit helps you keep track of each event and file received and sent through it. The Files

window keeps running lists of files that you have received and sent to each user. The Log window

keeps a record of each event as you contact users, move files, and process them in applications. This

chapter explains how to use this log through the following topics.

• Checking the status of jobs

• Displaying log entries.

• Sorting log entries

• Managing outdated log entries

• Viewing, printing, and saving log information

• Removing files from MassTransit

You can use the Files window to designate files for sending to your MassTransit Server. But this window

has other functions, too. This section will show you how to view file lists and remove files from

MassTransit. To process files, see page 43.

The Files window lists all files that you have sent, received, or designated for sending. Moreover, this

window shows you at a glance the size of the files and the date the files were sent or designated to be

sent. You can also get information about a file by viewing its job ticket, if it has one. For information on

viewing a job ticket, see page 46.

You can view a list of files designated to send, already sent, or received in the Files window

Click the Files window icon on the Navigation Bar, or press Command 2 (Macintosh) orControl 3 (Windows).You can tab to these folders:

• To Send Lists files designated to send to the MassTransit Server

• Sent List files already sent to the MassTransit Server

• Received Lists files you have received from the MassTransit Server

MacintoshMacintoshMacintoshMacintoshMacintosh

TRACKING FILES WITHTHE FILES WINDOW

Viewing a list of fileto be sent

Chapter Four: Tracking Job Information

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WindowsWindowsWindowsWindowsWindows

Highlight a file and click Job Ticket to view its job ticket and click Reveal in Finder to display the file

in the finder.

To sort file lists by category, follow these steps.

1. If the Files window isn’t visible, click the Files window icon on the Navigation Bar, or press Command2 (Macintosh) or Control 3 (Windows).

2. Click the column heading to serve as the basis for the sort.For example, to arrange the list according to files size, click Size above the file list. The column

heading becomes underscored to show it is the basis of the current sort.

On a Macintosh, to invert the order of file lists, follow these steps.

1. If the Files window isn’t visible, click the Files window icon on the Navigation Bar, or press Command2.

2. Click the stairstep icon ( or ) above the appropriate scroll bar on the window’s right edge.

Keeping long lists of files displayed in the Files window may slow down MassTransit as it opens. You

should trim a lengthy list of files you’ve sent and received. You can remove files using the Files window.

Whenever you remove a file from one of MassTransit’s default locations—for example, a received file in

the Received folder or a file for sending in the To Send folder—MassTransit asks you to decide whether

the files should be deleted or moved to the Desktop. However, if you remove a file that is not in one of

the default folders created by MassTransit, only its name is removed from the list; the file and its loca-

tion remain unchanged. If you want to delete or move such a file, you must do so using the Finder.

If you want to remove only entries for files that have already been sent or for received files, you can

have MassTransit remove those entries automatically. This automatic deletion does not affect entries

for files that are waiting to be sent. Furthermore, automatic deletion does not affect the files them-

selves. To do that, you need to remove the file manually. To remove a file from MassTransit manually,

follow these steps.

1. If the Files window isn’t visible, click the Files window icon on the Navigation Bar, or press Command2 (Macintosh) or Control 3 (Windows) . Select the appropriate tab.

Removing files from the

Files window

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2. Select a file you want to remove.Press Shift and click to select multiple nonadjacent entries. You can also press Command

(Macintosh) or Control (Windows) and click to deselect an individual entry. To select all, choose

Select All on the Edit menu, or press Command A (Macintosh) or Control A (Windows).

3. Click Remove.If the file you are removing is in the normal default mailbox folder, MassTransit asks whether to

move the file to the Trash or to the Desktop. Select one of these or click Cancel. If the file you are

removing is not in its normal default location, clicking Remove eliminates the item from the list,

but the file itself remains in its current location.

To remove file entries automatically, follow these steps.

1. Click the Setup icon on the Navigation bar, or press Command 4 (Macintosh) or Control 5 (Windows).Select the Special tab.

MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

2. For Log and File Handling, select Clear File Entries Older Than <Number> Days and type a value fordays.

Each communication and file transfer event in MassTransit is noted in the Log window. The log

records the nature of the event, the time and date, and the user with whom the event is associated.

In addition, the log notes the type of each event and ranks it according to one of the following three

levels.

• Info, a message noting significant events in MassTransit

• Warning, a message noting problems that have arisen or may arise due to current system settings

• Error, a message logging problems beyond the control of MassTransit

In addition to the levels listed above, the log uses the following message types:

• Connect, indicating the remote MassTransit and user systems successfully initiated a connection

• Transfer, indicating a file was copied from one system to another

• Error, indicating a problem that does not fall into any of the other categories

• Output, indicating a file is being processed by a service

• Summary, giving a summary of files transferred and their size for the preceding transfer

TRACKING JOBS WITHTHE LOG

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MacintoshMacintoshMacintoshMacintoshMacintosh

WindowsWindowsWindowsWindowsWindows

When you first open the Log window, the entries are sorted chronologically with the most recent

entry first. There are occasions when it may be more helpful to sort the log entries another way.

For example, you might want to see all log entries associated with a particular user. Or, when

troubleshooting, you may want to sort entries by their level ( Info, Warning, or Error) or log

message. The log window makes sorting easy.

To sort log entries by category, follow these steps.

1. If the Log window is not visible, click the Log icon on the Navigation Bar, or press Command 3(Macintosh) or Control 4 (Windows).

2. Click the column heading you want to serve as the basis for the sort.For example, to arrange the list by user, click Name above the list. The column heading becomes

underscored to show it is the basis of the current sort.

To invert the order of log entries on a Macintosh, follow these steps.

1. If the Log window is not visible, click the Log icon on the Navigation Bar, or press Command 3(Macintosh).

2. Click the stairstep ( or ) button (Macintosh) above the scroll bar on the right edge of the Logwindow or double-click a heading (Windows).

Sorting log entries

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Because the Log window records all significant MassTransit events, the list can become long and

unwieldy. A long log list may slow MassTransit down. You can remove log entries that no longer

have any relevance to you. You can either delete selected entries manually or set MassTransit to

remove entries automatically once they reach a certain age. You can also remove entries using

AppleScripts.

To remove log entries manually, follow these steps.

1. Click the Log icon on the Navigation Bar, or press Command 3 (Macintosh) or Control 4 (Windows).

2. Select the log entry or entries you want to remove and click Remove.Press Shift and click to select multiple nonadjacent entries. You can also press Command

(Macintosh) or Control (Windows) and click to deselect an individual entry. To select all, choose

Select All on the Edit menu, or press Command A (Macintosh) or Control A (Windows).

To remove log entries automatically, follow these steps.

1. Click the Setup icon on the Navigation Bar, or press Command 4 and select the Special tab.

2. For Log and File Handling, select Clear Log Entries Older Than <Number> Days and type an age indays. Then click Save.

You can make a paper copy of your log or a digital copy in text-only form on either platform. The

columns in the text-file version of your log are separated by tabs, so you can import the file into any

program that accepts tab-delimited text. Printing the log directly from MassTransit on the Macintosh

is disabled in this version of MassTransit but will be available in a future release.

To print your log, follow these steps.

1. If the Log window isn’t visible, click the Log icon on the Navigation Bar, or press Command 3(Macintosh) or Control 4 (Windows).On the Macintosh, printing is disabled in this version of MassTransit; save the log and print it from

another application.

2. Choose Print on the File menu. Change any settings you want, and click Print. To save your log to a textfile, follow these steps.

1. Click the Log icon on the Navigation Bar, or press Command 3 (Macintosh) or Control 4 (Windows).

2. Choose Save on the File menu. Specify a location and name for your file, and click Save.

Note Note Note Note Note You may use scripts to save log entries as text files. See the script “Save & Clear Log” in the

Scripts folder that came with MassTransit.

Managing outdatedlog entries

Saving and printinglog entries

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MassTransit has a number of features which allow you to do other tasks. This chapter covers these fea-

tures.

• Setting up a custom mailbox

• Performing Actions: notification and scripts

• Suffix mapping on a Macintosh

• Backing up MassTransit storage files

The first time you start the MassTransit Satellite Server software, it creates a folder called Mailbox in

the folder in which you installed the MassTransit software. MassTransit uses this folder to store files.

••••• The Received folder, where MassTransit stores the files your Server sends you

••••• The Sent folder, where MassTransit moves files from the To Send folder after transmitting them

••••• The To Send folder, where you can drop files to be sent to your Server as needed.

• If your Server is a MassTransit Enterprise Server, you may receive files forwarded from anyone in

the Enterprise Server’s Contacts window. For each person who forwards files to you, MassTransit

creates a Forwarded From (name of sender) in your Received folder.

If you do not want to use the default folder, you can designate another folder to act as your mailbox

folder. This custom mailbox folder can be located anywhere on your system or network and can have

any name you want. However, MassTransit still creates the Received, Sent, and To Send folders within

the folder you select. You can always designate a different folder to act as your mailbox folder.

To set up a mailbox folder, follow these steps.

1. Click the Setup icon on the Navigation bar, or press Command 4 (Macintosh) or Control 5 (Windows).Select the Communications tab.

2. For Mailbox, click Use Default Mailbox if you want to use the Mailbox folder in the folder in which youinstalled the MassTransit Satellite Server software.To use another folder as your mailbox folder, click Use Custom Mailbox and click Select. Locate

and select the folder you want and then click Select <folder name>.

3. Click Save to close the Setup window.If you selected the Use Custom Mailbox option, MassTransit asks where to put the old mailbox

folder. You can delete the old mailbox folder and all its contents or move it to your desktop.

Note Note Note Note Note If you are changing from a custom mailbox to a default mailbox, or changing from one custom

mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its

contents, you must do so from the Macintosh Finder.

SETTING UP AMAILBOX FOLDER

Chapter Five: Other Features

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You can set MassTransit to take actions during the transfer process. Actions include sending email and

producing a sound.

1. Click the Setup icon on the Navigation Bar or press Command 4 (Macintosh) or Control 5 (Windows).Select the Actions tab.

MacintoshMacintoshMacintoshMacintoshMacintosh

2. Click Add to add an action.

MacintoshMacintoshMacintoshMacintoshMacintosh

PERFORMINGACTIONS

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WindowsWindowsWindowsWindowsWindows

Using Windows, you can choose one of the following

• email notification ( ); type a message of 255 characters or less• sound ( )or repeating sound (check the checkbox for repeating sound); choose a sound from

the pull-down menu

• a script ( )

On a Macintosh, you can choose one of the following.• email notification ( ); type a message of 255 characters or less

• sound ( )or repeating sound (check the checkbox for repeating sound); choose a sound from

the pull-down menu

• an AppleScript ( ); click Choose and locate the script

• a voice message ( ); type the message you want read; voice requires Speech Manager® on a

Macintosh.

3. Enter a name for the action.

4. From the When pull-down menu, choose when you want to trigger the action.

5. From the Add buttons, choose an action to take.You can add as many tasks as you wish for each action.

When you click an Add button, a dialog appears which allows you to define the action. The dialog

is named for the button you clicked.

6. Highlight an action in the Setup window and click the Disable, Duplicate, Configure and Deletebuttons as needed.

7. Close the Setup window.

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Database files are created in the Databases Folder as you send and receive files. These are the

dCLIENT.dat, dVARDATA.dat, dFILES.dat, etc. You should back up these files as recommended below

and store the backups in a safe place.

Note Note Note Note Note You must quit MassTransit before you copy the contents of the Databases Folder. When

MassTransit is running, files you copy may be incomplete causing problems should you use these

copies.

You should back up the dCLIENT.dat and dVARDATA.dat files which contain the user information and

communication settings in the Contacts window.

The dFILES.dat and dVARDATA.dat files contain information which allows MassTransit to display files

in the Files window. If this file is deleted, MassTransit is unable to display the files; however, the

files are still in the To Send, Sent, and Received folders in the Macintosh Finder or Windows Ex-

plorer.

You should backup the dJOB.dat file which contains information about default job tickets and job

tickets associated with files.

Delete dLOG.dat file which contains log information may be deleted when the information is no

longer needed

You can run MassTransit as a Service on Windows 2000, Windows 2003, XP, and NT computers.

MassTransit runs as long as you have the Service for MassTransit set to Start. Follow these steps to

setup MassTransit as a Service.

1. From the Start menu, choose Run and type the following:"C:\\\Program Files\\\\MassTransit\\\\\mtservice.exe /service"

2. From the Start menu, choose Control Panels, Administrative, then Services. Highlight mtservice and,then, click Start.

3. With mtservice selected, click Startup and select Automatic.The Service is set up; there is no need to restart your computer.

BACKING UPDATABASE FILES

RUNNINGMASSTRANSIT AS ASERVICE ONWINDOWS

Page 54: MT 4.5 Satellite Server

Appendix: Troubleshooting

If you or your MassTransit Server have difficulty initiating a connection or if you have trouble using other

features, the checklists below may help you determine the cause and correct it.

••••• If your MassTransit Server is unable to initiate a connection with you, choose Setup on the Windows

menu, select the Communications tab, and make sure you have selected Answer Incoming Calls.

••••• If your MassTransit Server is unable to send files to you, choose Setup on the Windows menu and

make sure you have selected the Receive Files from MassTransit Server option.

••••• If you are unable to send files to your MassTransit Server, choose Setup on the Windows menu and

make sure you have selected the Send Files to MassTransit Server option.

••••• If you have not given your MassTransit Server permission to replace files and you cannot receive files

from your MassTransit Server, check the Received folder in your mailbox folder to make sure it does

not contain files using the same names as the files the MassTransit Server is trying to send. Con-

versely, if your MassTransit Server has not given you permission to replace files and you cannot send

files to the MassTransit Server system, have your MassTransit Server check the Received folder on the

MassTransit Server system to make sure it does not contain files with the same names as the files you

are trying to send.

••••• If you are using a TCP/IP connection and have recently changed your machine name or IP address,

make sure your MassTransit Server knows this and changes settings accordingly. Similarly, find out

whether your MassTransit Server has changed the Server machine name or IP address. For more in-

formation on changing these settings, see “Setting up Communications” starting on page 16.

• Consult the MassTransit FAQ ª(Frequently Asked Questions) available from your MassTransit Server

and from the GLI web site (www.grouplogic.com).

Page 55: MT 4.5 Satellite Server

Index

A

Accept Calls From User 12access privileges

setting 11actions 51

email notification 52alias, using

of To Send folder 30to designate a file or folder to send 30

Allow User To Replace Files 12authentication 24automatic sending of files

delay until ready 36automatically place calls 35

C

callsincoming 16outgoing 10reposting listens for incoming 16

Cannot Be Sent folder 13Certificate Generation program 24Certificate Signing Request 24certificates 23

generating a CSR 25obtaining 26self-generated 24setting MassTransit to use 24setting up to use 26using a trusted root authority 24

CLIENT.idx files 53Contacts window

adding users 10countries, banned from export of MassTransit 23custom name for service 39, 40, 42

D

date and time on received folder 12default mailbox 14delay sending automatically 36deleting files 46drag & drop

files and folders (or their aliases) to sendto a mailbox or its alias 30to the Address Book 30to the Job Browser 31

duplicatecreating filenames with dashes 32filenames 33

E

email notification 52encryption 23export list on the Web 23exporting encryption 23

F

filenamesinvalid characters 33

filesdesignating to send 30removing from MassTransit 46sending automatically 35sending manually 36sorting lists of 46tracking 6

Files windowcustomizing Services popup menu 39designating files to send with 30removing files from MassTransit 46tracking files with 45

FILES.idx files 53firewall

bypassing 17, 19, 20

I

idx databases 53incoming calls 16Internet firewall 18, 19, 20invalid filenames, sending 32

J

job ticketadding 33overview 6viewing on received file 46

JOB.idx files 53

L

levels of encryption 23listen reposting 16Log window

deleting entries automatically 49

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MassTransit Satellite Server Manual Page 56

M

mailboxCannot Be Sent 13default compared to custom 50when deleting remote user 15

MassTransitinstalling Client software 7tracking files with 6versions 5

N

Navigation Bar 5notify yourself of job actions 51

O

outgoing calls 10outgoing communications

setting up 16Output to folders 14, 40

P

portrestrictions for 4.2 on TCP/IP 17

Print to folders 40private key 24privileges

checking for problems 54for processing files 6requirements for sending files 29setting 11

processing at the Server siteoverview 6

processing files at a remote site 40processing received files

customizing services 39displaying on Status window 44manually outputting a print file 43

programCertificate Generation 24

public key 24

R

Received folder 12, 50receiving files

automatically 38stamp with date and time 12

removingfiles 46log entries 49log entries automatically 49

retrieving filesfrom the Server 38

S

Secure Sockets Layer (SSL) 23security 23selecting multiple files

Select User 32Send Files To User 12sending files

automatically 29delay until ready 36designating files to send 30manually 36passively 37requirements for 29

Sent folder 13, 50Server version 5services

configuring for popup menu 39importance of using custom name 39

Setup windowActions

notification, etc 51Communications

setting up a mailbox 50turning listening on and off 38

Outgoing Callsdelay sending files 36

Services 26, 39Special

setting log & file handling 49slow performance

too many listed files 46too many log files 49

sortingfiles in the Job Browser 46

sorting file lists 46Status window

cancelling a connection 37checking on processing 44checking sending and receiving 37viewing files being transferred 29

T

TCP/IPrestrictions on port 17

TCP/IP Secure 18Timestamp Folder When Receiving 12To Send folder

defined 50sending files with 30

tracking filesoverview 6

transferring files 29triggers

for sending files 35troubleshooting 54Trusted Certificate Authorities 24

U

user mailboxessetting up 12

V

verifying a caller 24


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