Satellite Server Manual
    for Macintosh and Windows




                                              Group Logic Inc.
 ...
© 1995-2004 Group Logic Incorporated. All Rights Reserved.
This manual, as well as the software described in it, is furnis...
Contents


INTRODUCTION: GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....
Sending files automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       ...
Introduction: Getting Started


                     Welcome to MassTransit. This chapter covers the following topics.
   ...
• See the Contacts window that lists your MassTransit Server and, if you are working with an Enter-
                      ...
You can set MassTransit to perform Actions when events occur during the transfer and processing of
               files. F...
THIS MASSTRANSIT   Some features of earlier versions of MassTransit are temporarily disabled and will be changed in future...
Chapter One: Contacts


                  The Satellite Server software allows you to transfer files to your MassTransit S...
Windows

MODIFYING THE        To modify settings for the Server, follow these steps.
SERVER CONTACTS
WINDOW ENTRY         ...
Macintosh




                       Windows

                 3.    On the General tab, type the users’s Name and Contact...
Macintosh




                        Windows

                        Accept Calls From Server allows the server to call ...
• The Sent folder, where MassTransit moves files from the To Send folder after transmitting them

These folders correspond...
Windows

                    3.     For Mailbox Location, click Use Default Mailbox if you want the mailbox folder to appe...
1.     Click the Contacts window icon on the Navigation Bar, or press Command Ø (Macintosh) or Control 1
       (Windows)....
Chapter Two: Communications


                 Before you can send files to your MassTransit Server, you must tell MassTra...
You can change the number of minutes MassTransit waits to retry a listen method if one fails. In
                     addi...
4.    Click OK, then click Save in the Setup window.
                      You are ready to receive calls over TCP/IP.

  ...
kinds of attacks that allow people to intercept your data. When you have a certificate, issued by a
CA they verify the ide...
MassTransit used the selected level as a minimum. If your server sets connection encryption to a
      higher level, MassT...
7.    Choose a level of encryptions from the pull-down menu.
                        When you send files to your server, t...
These directories are located on the remote FTP Server which must be reachable when logged on
      to the Server using th...
only complete files are being downloaded. The next time MassTransit checks the site, it down-
                            ...
to a lower level; a message is logged. For descriptions of setting encryption level while configuring an in-
             ...
4.    Obtain certificates of the trusted root authority used by your server using TCP/IP Secure, if not already
      incl...
The CSR generator produces a file called mt_cert_req.pem to use when applying for a certificate.
                         ...
Note This does not guarantee your identity to remote server.

3.   If you choose to use a certificate issued by a certific...
9.    Highlight the certificate and click Remove if you no longer want the name on the list.
      The certificate is remo...
Chapter Three: Transferring Files


                       MassTransit makes it easy to send to and receive files. You can...
3.    If the message “Idle” is displayed, click the communications method, and then click Start Listening.


             ...
3.    Click Add in the Files window


                            4.    Locate the file or files you want to send. Select ...
Windows

                            4.    On the Macintosh, if you have one user selected in the User filter pull-down me...
Creating valid filenames To create filenames that are valid on a Windows computer, use any letters
                       ...
Macintosh




     Windows

5.   If this is the first time you are creating a job ticket for a user, fill out the job tick...
Sending files   You can automate sending files to each user by setting transmission options or triggers. With these
automa...
Windows

                          4.    If the system can’t make a connection and you want MassTransit to automatically r...
Sending files manually   To send files to a user manually using the Contacts window, follow these steps.
from the Contacts...
Finally, whether any files are transmitted depends on the options and privileges you and the
                            M...
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
MT 4.5 Satellite Server
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MT 4.5 Satellite Server

  1. 1. Satellite Server Manual for Macintosh and Windows Group Logic Inc. 703-528-1555 fax: 703-527-2567 Email: info@grouplogic.com Internet: www.grouplogic.com
  2. 2. © 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
  3. 3. Contents INTRODUCTION: GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 ABOUT MASSTRANSIT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 The Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 About Job tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Workflow features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 MINIMUM REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 INSTALLING MASSTRANSIT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 THIS MASSTRANSIT RELEASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 CHAPTER ONE: CONTACTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 VIEWING THE CONTACTS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 MODIFYING THE SERVER CONTACTS WINDOW ENTRY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 ADDING AND EDITING ENTRIES IN THE CONTACTS WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 SETTING ACCESS PRIVILEGES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 SETTING UP USER MAILBOXES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 DELETING A CLIENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 CHAPTER TWO: COMMUNICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 SETTING UP COMMUNICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Incoming Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 TCP/IP Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 TCP/IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 TCP/IP Secure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 FTP Client on a Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 SETTING UP SECURITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Encrypting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Exporting encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Setting encryption levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Verifying the caller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Using a MassTransit generated certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Using your own Certificate Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Using 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 TRANSFERRING FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Viewing the transfer of files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 SETTING UP TO SEND FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Designating files to send . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Designating files to send by dragging to the Contacts window . . . . . . . . . . . . . . . . 30 Designating files to send by dragging to a mailbox . . . . . . . . . . . . . . . . . . . . . . . . 30 Designating files to send using the Files window Add button . . . . . . . . . . . . . . . . . . 30 Designating files to send by dragging to the Files window To Send tab . . . . . . . . . . 31 Converting Macintosh file names for Windows file names . . . . . . . . . . . . . . . . . . . . 32 Removing a file’s To Send status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Adding a job ticket . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
  4. 4. Sending files automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Delay sending until you are ready . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Sending files manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Sending files manually from the Files window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Sending files manually from the Contacts window . . . . . . . . . . . . . . . . . . . . . . . . . 37 Sending files passively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 CANCELLING A CONNECTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 SETTING UP TO RECEIVE FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Receiving files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Receiving files automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Retrieving files manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 PROCESSING RECEIVED FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Configuring a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Giving a remote user privileges for remote processing . . . . . . . . . . . . . . . . . . . . . . . . . 40 How you and others use “Output to” folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Using aliases of “Output to” folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Naming “Output to” folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Creating Output to folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Processing files you receive from others . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Checking the processing of files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 CHAPTER FOUR: TRACKING JOB INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 TRACKING FILES WITH THE FILES WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Viewing a list of file to be sent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 TRACKING JOBS WITH THE LOG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Sorting log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Managing outdated log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Saving and printing log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 CHAPTER FIVE: OTHER FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 SETTING UP A MAILBOX FOLDER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 PERFORMING ACTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 BACKING UP DATABASE FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 RUNNING MASSTRANSIT AS A SERVICE ON WINDOWS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 APPENDIX: TROUBLESHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 MassTransit Satellite Server Manual Page 4
  5. 5. Introduction: Getting Started 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. ABOUT MASSTRANSIT 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 Navigation Bar 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). Macintosh Windows
  6. 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. Security 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. About Job tickets 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. Windows Workflow features 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. MassTransit Satellite Server Manual Page 6
  7. 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. MINIMUM In order to use MassTransit, you need the following equipment. REQUIREMENTS 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 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 INSTALLING Install the Satellite Server software and place the CFG file provided by your MassTransit Server in the MASSTRANSIT 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. MassTransit Satellite Server Manual Page 7
  8. 8. THIS MASSTRANSIT Some features of earlier versions of MassTransit are temporarily disabled and will be changed in future RELEASE 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. MassTransit Satellite Server Manual Page 8
  9. 9. Chapter One: Contacts 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 VIEWING THE MassTransit includes all the tools you need to maintain an Contacts window. In the Contacts window, 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. Macintosh
  10. 10. Windows MODIFYING THE To modify settings for the Server, follow these steps. SERVER CONTACTS WINDOW ENTRY 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. ADDING AND EDITING If your MassTransit Server is an Enterprise Server, you can add clients whose names are also in the Con- ENTRIES IN THE tacts window of the Enterprise Server. In addition, you can remove client entries from the Contacts win- CONTACTS WINDOW 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. MassTransit Satellite Server Manual Page 10
  11. 11. Macintosh Windows 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 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. SETTING ACCESS For your Server and the Clients, if any, you are allowed if your Server is a MassTransit Enterprise Server, PRIVILEGES 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. MassTransit Satellite Server Manual Page 11
  12. 12. Macintosh Windows Accept Calls From Server allows the server to call you. Receive Files From Sever allows the server to send files to you. Send 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 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 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 Transfer compresses files for transfer. Replace 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 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 User option. 5. Click Save, if necessary. SETTING UP USER MassTransit creates a folder for each person in your Contacts window called a mailbox. MassTransit uses MAILBOXES 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 MassTransit Satellite Server Manual Page 12
  13. 13. • 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 press Command 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. Macintosh MassTransit Satellite Server Manual Page 13
  14. 14. Windows 3. For Mailbox Location, click Use Default Mailbox if you want the mailbox folder to appear within the User 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 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®. DELETING A CLIENT 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. MassTransit Satellite Server Manual Page 14
  15. 15. 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 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. MassTransit Satellite Server Manual Page 15
  16. 16. Chapter Two: Communications 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 SETTING UP You can set up and edit communication methods for your Server. Those available are as follows. COMMUNICATIONS • 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. Incoming You can configure the incoming communication method for receiving calls from your Server. Your Server Communications 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 method See 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 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.
  17. 17. 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) TCP/IP Connections 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 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. TCP/IP To set up TCP/IP communications, follow these steps. Incoming 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. Macintosh Windows 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. MassTransit Satellite Server Manual Page 17
  18. 18. 4. Click OK, then click Save in the Setup window. You are ready to receive calls over 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. Macintosh Windows 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. TCP/IP Secure 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 MassTransit works with two types of certificates: 1) Self-generated by MassTransit itself ertificates (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 MassTransit Satellite Server Manual Page 18
  19. 19. 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 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 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. Macintosh Windows 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 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. MassTransit Satellite Server Manual Page 19
  20. 20. 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 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 Macintosh Windows 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. MassTransit Satellite Server Manual Page 20
  21. 21. 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: 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 If you have trouble connecting, make sure you have the correct IP address or hostname and the correct port number entered. FTP Client on a When you want MassTransit to act as an FTP Client on a Macintosh, choose FTP Client as the Macintosh communication method. To set up outgoing communications, follow the steps below. Outgoing calls using the FTP Client utgoing sing 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 Password needed to connect to the Server. You must type a password to enable the OK button. 5. Enter the Pick Up and Drop Off directory. MassTransit Satellite Server Manual Page 21
  22. 22. 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 checkbox Use 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 the files, leave the files on the Server or move them to another directory on the Server by selecting the appropriate 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 to encode 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. Incoming 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 MassTransit Satellite Server Manual Page 22
  23. 23. 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 the Generate transcript of FTP server commands and responses checkbox. Normally, leave this unchecked for maximum performance. 6. Click OK. SETTING UP SECURITY 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. Encrypting 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. Exporting encryption 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. Setting encryption levels 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 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 MassTransit Satellite Server Manual Page 23
  24. 24. to a lower level; a message is logged. For descriptions of setting encryption level while configuring an in- coming communication method, see page 18. Verifying the caller 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. Using a MassTransit When your server has selected the TCP/IP Secure communication method for you, MassTransit generates generated certificate 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. Using your own You can create your own certificate authority using the OpenSSL toolkit. Creating your own authority al- Certificate Authority 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. Using a Trusted Root Trusted Certificate Authorities (CA) verify that the information in a certificate accurately represents who Certificate Authority 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. Obtaining a certificate from To set up MassTransit to use a trusted root Certificate Authority (CA), read these steps which provide an a Certificate Authority (CA) overview, then, see the next sections for detailed instruction. 1. Create a Certificate Signing Request (CSR) using the Certificate Generation program that comes with MassTransit. 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. MassTransit Satellite Server Manual Page 24
  25. 25. 4. Obtain certificates of the trusted root authority used by your server using TCP/IP Secure, if not already included 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 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 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. MassTransit Satellite Server Manual Page 25
  26. 26. 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 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 or mt_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. Setting up MassTransit to MassTransit uses the certificate to verify who you are when you connect. To set up certificate use a 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. Macintosh Á Windows 2. For SSL Certificate, choose a radio button to select either Automatically generate SSL certificate or Use certificate 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. MassTransit Satellite Server Manual Page 26
  27. 27. 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 Certificate Authority 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 in the 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 make sure 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. Macintosh Windows 8. If the CA for your server’s certificate is not on the Trusted Root Certificate Authorities list, click Import to import a certificate you have previously obtained either from a CAs web site or elsewhere. The CA is added to the list. MassTransit Satellite Server Manual Page 27
  28. 28. 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. MassTransit Satellite Server Manual Page 28
  29. 29. Chapter Three: Transferring Files 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 TRANSFERRING FILES 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. Viewing the transfer You can watch the transfer of files on the Status window. of files 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. SETTING UP TO SEND To set up to send files, follow these steps. FILES 1. If the Contacts window isn’t visible, click the Contacts window icon on the Navigation Bar, or press Command 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 Information dialog 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.
  30. 30. 3. If the message “Idle” is displayed, click the communications method, and then click Start Listening. 4. Close the Status window. Designating files to Before you can send files, you must let MassTransit know which files you want to send. There are a send 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 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. Designating files to send To designate files to send using the Contacts window, use the Macintosh Finder or the Windows by dragging to the Explorer to drag files or folders (or their aliases or shortcuts) onto the name of the person to whom Contacts window you want to send the file. This figure displays the Windows Contacts window The Macintosh Contacts window works in the same way. Designating files to send To designate files to send using a user‘s mailbox folder, from the Macintosh Finder, drag files or by dragging to a mailbox 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. Designating files to send To designate files to send using the Files window Add button, follow these steps. using the Files window Add button 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. MassTransit Satellite Server Manual Page 30
  31. 31. 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 All to 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. Designating files to send To designate files to send using the To Send tab in the Files window use the Macintosh Finder or the by dragging to the Files Windows Explorer to drag files into the To Send tab. window 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 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 Files window. 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. Macintosh MassTransit Satellite Server Manual Page 31
  32. 32. Windows 4. On the Macintosh, if you have one user selected in the User filter pull-down menu, the file is added to the To Send list. If you have selected All users, the Select Users dialog box appears when you release the 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. Converting Macintosh file If you are using a Macintosh computer to send files to a Windows MassTransit Server using Win- names for Windows file dows 98, or a hard drive formatted for the FAT file system with either Windows 2000, Windows NT names 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. MassTransit Satellite Server Manual Page 32
  33. 33. 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: 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. Removing a file’s To To remove a file from the list of files waiting to be sent, follow these steps. Send status 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. Adding a job ticket 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 files you wish to add a Job Ticket. 4. Highlight a file and click the Job Ticket button. MassTransit Satellite Server Manual Page 33
  34. 34. Macintosh Windows 5. If this is the first time you are creating a job ticket for a user, fill out the job ticket entries that you want to 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 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. MassTransit Satellite Server Manual Page 34
  35. 35. Sending files You can automate sending files to each user by setting transmission options or triggers. With these automatically 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. Macintosh MassTransit Satellite Server Manual Page 35
  36. 36. Windows 4. If the system can’t make a connection and you want MassTransit to automatically retry to establish the connection, use the After Errors, Retry in <Number> Minute(s) option to specify how long to wait between 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. Delay sending until you You may want to delay the automatic sending of files for a few minutes. For example, you may set are ready 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). Select the 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. Sending files If you prefer, you can send files manually to a user at any time. To succeed, the user to whom you manually are sending files must set up MassTransit to accept files and receive calls from you. Sending files manually To send files to a user manually using the Files window, follow these steps. from the Files window 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). 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. MassTransit Satellite Server Manual Page 36
  37. 37. Sending files manually To send files to a user manually using the Contacts window, follow these steps. from the Contacts window 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 press Command 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. Sending files If the server doesn’t want to have his or her system constantly waiting for calls, the server can passively 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. CANCELLING A Whenever your system is connected to the MassTransit Server system, you can terminate that connec- CONNECTION 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. SETTING UP TO You have two ways to receive files from the MassTransit Server system. You can configure MassTransit to RECEIVE FILES 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. MassTransit Satellite Server Manual Page 37
  38. 38. 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 your mailbox 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. Receiving files 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. Receiving files You may want to control when you receive files from your MassTransit Server. You can ask your Server automatically 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. Retrieving files manually 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 the Windows 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. MassTransit Satellite Server Manual Page 38

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