Posted on August 14, 2018 | | Categories: Managed File Transfer
We know it’s crucial to get a solution up and running quickly during your evaluation period. You want to know if it works, what the benefits are, and how it will impact or improve your business processes, often under a deadline—so the sooner you can dig in, the better.
If you’ve started a trial of our secure file transfer solution, GoAnywhere MFT, the same considerations and concerns apply. You want to be confident that the product you recommend to your team is truly the best one to satisfy your file transfer requirements.
To help you make the most of your MFT evaluation, we’ve pulled together seven trial tips you can use to explore the areas and features of GoAnywhere that makes it unique.
(For detailed help within the product, click the "?" located at the top right of the toolbar.)
Our video tutorials, how-to guides, and educational webinars are useful for getting started with the product immediately after installation.
In these resources, you’ll get a quick overview of GoAnywhere, learn how to set up file transfer services like FTPS and SFTP servers, build projects to transfer and automate your data, and even use our SQL wizard to create SQL SELECT statements.
Our Get the Most Out of GoAnywhere webinar series will help you dig into the features and modules that come with your trial, including Advanced Workflows and cloud integrations.
If you’re short on time, we recommend these tutorials:
GoAnywhere MFT allows you to predefine reusable server connections. These are called resources and will save you time in defining file transfers and other project tasks.
Follow these steps to create and reuse resources in GoAnywhere:
Once you’ve completed these steps, you can access this resource no matter how many times you need to connect to a server. Just select it from the drop-down within your project whenever you need to access this target resource. GoAnywhere will automatically use the definitions you gave above to make the connection.
Make your GoAnywhere projects more powerful with variables.
Always look for the "Output Variables" tab throughout the list of tasks available for managing file movement. You can use the output of one task as input into another.
For instance, using the "Create File List" task allows you to create a file list variable that can be used as input into an SFTP Put or Copy File task. This allows you to move individual or multiple files, based on the filters given, with a single task—just by referencing that single file list variable!
For more details, check out our forum topic: Using Variables in a GoAnywhere MFT Project
Here’s why you should take advantage of web user groups in GoAnywhere during your trial:
It’s a good idea to manage your web users and how they access your system. This promotes separation of duties and keeps users from modifying, adding, or deleting critical files from areas of your system they shouldn’t have permissions to.
GoAnywhere’s web user groups allow you to choose features and secure folders that provide access permissions for your web users. Create a web user group with access to a specific feature (like our Secure Mail, GoDrive, or Secure Folders modules). Once you’re done, you can give a user access to that feature any time by adding them to the group you defined.
In GoAnywhere, you can define triggers to monitor folders for events, such as when a file is uploaded or downloaded by a trading partner. Triggers then allow you to initiate a predefined task like copying a file, deleting a file, or calling a local executable script. For example, by using our "Successful Upload" trigger, you can guarantee that the upload has completed before processing the file.
Here’s how to trigger a file task:
Now, whenever a file is received with the conditions you indicated in step 6, GoAnywhere will copy the file to designated target folder for you automatically!
GoAnywhere MFT contains a unique module, Advanced Reporting, that allows you to execute a "Security Settings Audit" report for PCI DSS.
This report takes a security snapshot of your GoAnywhere settings and shows you how it stacks up to specific PCI DSS requirements. Upon completion, it’ll tell you where there are issues and give you recommendations on how to handle them.
We’ve recorded a 30-minute webinar on our PCI DSS Security Settings Audit Report to help you get the most out of this feature. You can watch the on-demand video here.
Whether you're working with PHI, cardholder data, or anything else that could be defined as "sensitive," it’s critical that data is encrypted both in transit and at rest. GoAnywhere MFT gives you the option to designate a folder within your network as an encrypted folder.
Any file placed into an encrypted folder while using GoAnywhere MFT will be automatically protected using AES 256-bit encryption. Access to the file from outside GoAnywhere MFT will result in encrypted (unreadable) data.
Follow these steps to create an encrypted folder:
This process will encrypt any documents already in the target folder and activate for encryption any new documents being placed into that folder from within GoAnywhere MFT.
Thank you for evaluating our secure file transfer solution! We hope these trial tips are useful as you spend time looking around the product.
If you have any questions about our solution, feel free to contact our support team or visit our community forums! Whether you ask a question or browse existing topics for knowledge, our forums are a great place to learn about GoAnywhere and get in touch with existing users.