All right, here's our agenda for today. First we'll give you an introduction into help systems and an overview of the GoAnywhere MFT solution. Then we'll dive into what's new in GoAnywhere MFT, including the EDI related features. Then finally we'll cover with a live demo, and end with some Q&A.
All right, let me introduce you to our presenter. Heath Kath is a senior solutions consultant here at HelpSystems, working with the GoAnywhere manage file transfer product line. Heath provides pre-sales support specializing in demos and proof of concepts. He is also a member of the Professional Services Team, providing additional training and assistance with our GoAnywhere users. Thanks for being here Keith, and you can take it away.
Heath: Sounds good. Thank you Angela. All right, well I just have a few slides to run through to just give you a quick background about our company, just in case this is one of your first webinars with us. With HelpSystems, we started back in 1982, over 35 years ago, and our focus is to help deliver some key solutions around cybersecurity, automations and operations manager solutions to organizations of all sizes, including SMB, government, and Fortune 500 companies. We have over 770 employees. We're actually over, I think, 800 now. We keep on growing here with over 25 offices worldwide. The majority of the GoAnywhere team is actually located in Ashton, Nebraska, just south of Omaha, with our headquarters located in Eden Prairie, Minnesota, so the Minneapolis area.
We also have our GoAnywhere research and development team, they're very, very active. They have a very active schedule with two to three major releases a year. Many, if not most of those updates are primarily based on the valuable feedback we actually get from our user base. We truly pride ourselves here on providing our customers with the best customer service. We offer support via email, phone, online chat. We do offer support around the clock, 24 hours a day, 365 days a year if needed.
As a testament, around our excess of [inaudible 00:02:39], plus with our solutions, and the service we provide, we have almost a 99% retention with our current customers. Just note that we're also a member of the PCI security standard council, which helps us to keep up to date with the latest security requirements, and really helps ensure that our products stay compliant.
This is just a quick list, but we have many strategic partners like IBM, Microsoft, SAP Oracle, PCI, VMware. Our partnerships provide us with the technical resources, and the latest releases that we can test with. Making sure we are staying current with the latest changes, and the requirements. This is just a quick sampling list of some of our customers.
HelpSystems has over 17,000 customers worldwide, and with GoAnywhere we have over 3,000 customers, across the board, from different industries, like financial, insurance, healthcare, education, and so many more. We have GoAnywhere installed from small IT shops, mid-range to large IT shops. We're there to help you out, and we're scaled to fit your needs.
If you would like some references, we can work with you guys, we can possibly get some references close to your geographic location, or maybe within your industry.
All right, enough of the company background. Let's talk about GoAnywhere. GoAnywhere MFT is a manage/file/transfer type of solution. It's a solution that will help you transfer your files securely through batch jobs, and ad hoc requests. GoAnywhere is pretty much [inaudible 00:04:17]. You can deploy GoAnywhere MFT solution on-prem, in the cloud, on platforms like Microsoft, Azure, and AWS, or within a hybrid environment.
Our secure manage/file/transfer solution runs easily on platforms like Linux, Windows, AIX, [00:04:34] and more. Let's say today you saw it on a Windows, and later you want to move it to a Linux server, you have no problem, you do have that flexibility. With the built-in auditing, your file movements both inbound, and outbound are being tracked and written to a log file, capturing information about the documents, the user, the IP address, plus GoAnywhere is also tracking both the administrators, and your users when they log into GoAnywhere.
It has an easy-to-use graphical use interface that's web-based. It's pretty intuitive, it looks great, allowing you to use the browser of your choice, like IE, Firefox, Chrome. Supporting the easy to use drag and drop functions, double clicking, plus within the product at a click of a button, you can get outstanding detailed help, usually with several examples to assist along.
GoAnywhere could be set up both as a client first love, where you're initiating the file transfer, the push and plug documents, but GoAnywhere can also be set up as a server, a listener for those inbound services, allowing your trading partners, and customers to come to you to pick up, or drop up files based on their permissions.
You have options to encrypt, or decrypt the document, utilizing our builtin KMS, Key Management System. And, you will be able to manage, and lockdown your administrators' capabilities by selecting a combination of 17 different roles, really defining their permissions, of what they can see, and what they can do within GoAnywhere.
Our goal, with GoAnywhere MFT is to help you automate, and secure your file transfers. It's a solution that will help you save time and money, improve security and really simplify those file transfers from server to server, person to person, and really anything in between. Within the MFT here, within the workflow automation, you can easily encrypt, secure your data. Send the encrypted file out as needed.
Within the built-in security, the encryption, and the auditing that we're doing, the tracking of your users and the file movement, GoAnywhere can help you be compliant.
GoAnywhere has several built-in features. Again, it's all kind of a centralized solution for you. One of the key features is the ability to encrypt your data. Built right in within GoAnywhere is that centralized Key Management System, the KMS, as I just mentioned just a little bit go. GoAnywhere can actually help you manage your PGP, your SSHPs, and your SSL certificates, allowing you to easily create new pair keys, or import your existing keys, or maybe your trading partners' public keys that you need to use for encryption.
A quick example of the encryption process. You've got that raw file coming in, you encrypt it with that public key. Now you have the encrypted file, which you can send out. Maybe through an email, through an FTP-type process, whatever it is you need to do. Then the other direction, when your training partner sends you the encrypted file, automatically you can take that file, decrypt it with your private key, and then place the file in the targeted location.
Just to add one more piece of encryption. There is an option to also use encrypted folders. Users, like your trading partners, can drop off their doc using GoAnywhere, of which are then automatically encrypted at rest with AES 256 bit encryption. Then using GoAnywhere to automatically decrypt the documents when you pick them up. Either way, it's going to be very seamless to the GoAnywhere users.
Besides encrypting and moving files, within GoAnywhere workflow automation, you can also use the data translation function, which allows you to easily read and write several types of documents. From CSV, FAB File, [inaudible 00:08:45], and other documents like XML and EDIX12 files. You will be able to read the data and easily write to an Excel spreadsheet.
You can use the Excel template that already has those customized worksheets, where you previously defined those titles, headers, colors, and more. Plus, you have the ability to control the font and data formatting. If the data you have there should be appended to the existing data, or simply just replace it. Within the screenshot here, there's the opposite, the reading of an Excel spreadsheet. You can define the documents, and sheets that you want to read in, plus define, or set that row number, where you want to start reading at, and how you want to format that data.
Take that data, maybe modify it, and then write it out to a database table, another Excel spreadsheet, or some other type of document. The choice really is yours.
My question for you all is, do you need to meet industry, state, or privacy laws, and maybe some regulations within your organization? Most commonly I would say the answer is "Yes" to that. Ensuring your file transfers are 100% compliant is a very important step in preventing data breaches, heavy fines, and public distrust.
Using our secure file transfer solution GoAnywhere MFT, we can help you become more compliant, or be compliant. How we can do that, we have a lot of different areas, and I have them listed here, where GoAnywhere can help you manage, and secure the exchange of private data, again, in order to help you be compliant with those regulations like HIPAA, SOX, PCI, GPR. Things like, it's an on-prem solution that's all centralized. It has the ability to define your admins with 1-17 rule-based permissions. Detailed audit logs, detailed audit reports, even. And reports like we're one PCI security settings, granular user permissions. That built-in Key Management System, again, to help you manage your keys.
Several secure file transfer options like SecureFTP, Securecopy. Including being 140-2 compliant. We also offer secure email. A web portal, utilizing https and other options to help secure data in motion, and at rest. We have reports, nice, detailed audit reports, such as our own PCI security settings such as I mentioned earlier, that can, again, run over and check your environment, check things out, and make sure you're compliant that way.
Granular user permissions, the auditing, the detailed audit log, tracking that file movement, both inbound and outbound, along with the users, the admin, and any users when they log into GoAnywhere. If you want additional information around compliance, we do have some additional information on our website that is available to you.
We're at version six, and with version six of GoAnywhere we've added quite a few different areas out there, and hopefully these are some key features that'll help you take a look a little deeper into GoAnywhere. First thing is talk about our resources, and just so you know, these resources, really the server that you need to connect to for pushing and pulling files from, we're now supporting PeSIT file transfers, upgraded to version 4.1 within our design, or within the automation workflows. We have enhanced the X12 data translations, a reading and writing of EDI X12 files, and there's more to come here in just a little bit.
Within the administration, you can now define granular permission, so it's more than just 17 roles for your admin users. More granular about the actions that these admins can perform, even getting down to the ad, the update, delete, view, etc... and maybe the objects they can actually access, like users, or reset the password option. To be able to promote, to move a project, a workflow, or a resource from one installation going into another. So again, you can be more granular if needed.
Around the reports, we've added the ability to specify SLAs, Service Level Agreements, for monitors, where you can monitor a folder, triggers based on events on your server, and even the projects themselves, make sure they run "x" number of times a day. And if that job fails to meet that SLA requirement, we can perform some specific action right away. Maybe email somebody else, or run a different project or workflow to do something.
Built-in SMS and email, one-time passwords for users logging in. We've had multi-factor authentication for a little while now with Radius, but what we've added now is the ability where you don't need to use Google Authenticator. GoAnywhere can send a six-digit code, if enabled, via text message or an email. Just another option for you, flexibility-wise. We also have new GoAnywhere Desktop Client for agents and secure folders.
For additional information about what's new, check it out. We have information on release notes up there, but it'll also be on our website.
In version 6, we introduced EDI X12 data translations. This enhancement will make it easier for you to read and write EDI X12 files using GoAnywhere. If EDI is new to you, EDI is the Electronic Data Interchange. Think of this as a flat-file formatted document that trading partners use to send and receive business transactions. AS2 is commonly used protocol for transferring these EDI files securely over the internet. A concept of business electronically, basically communicating information, very commonly used by retail or distribution and warehousing organizations.
Within GoAnywhere we have combined the best of both worlds. An MFT and EDI solution. Both essentialized into one solution that allows you to read, to map, and to move files. We now have setting for EDI X12 loops and segments to evaluate the condition before a loop or segment is being processed. And you will be able to translate. Yes, the EDI files record it, but also XML files, too. With all the different EDI files and all the different versions out there of each of those files, we actually support over 6800 EDI X12 data transactions, so we have a lot that you can pick from as you guys need to.
Using our browser-based mapping tool, we did make it easier. Simply drag and drop type of actions. Within the automation workflow, basically choose the task that you need to perform, such as an EDI read. You can then read in your EDI, let's say 850 purchase order, using that correct version, like a 4010, using the data mapping wizard, you can then map up, extract the data as you need to, as shown down below here. This image here is reading in the 850 4010, and then we're able to parse it out, map out the information into a rule-set variable or variables, if you have multiple data that you need to extract. You can then take that rule-set variable, contain that EDI X12 data, and then write the data into a data table or another file type such as Excel, [inaudible 00:16:44], or CSV, without having to write cumbersome script or programs.
Just another quick example, going in the other direction, reading your data and using the mapping wizard to take your data and then build and write out your EDI file, such as this EDI 850 file, this purchase order. In the upcoming demo, I will show you our marketplace where you can actually go out there and browse through all the different EDI formats, select the ones you need to install, and then start utilizing them within your workflow.
Just about one more slide here to run through here, or a couple slides here. Like I mentioned, we are always improving our solution. We have, what, two to three, sometimes even four major updates a year. Some additional features that we just recently added are additional EDI X12 transaction sets for version 002 and 003 here. We've actually added eight additional languages, the ability to view the admin client using these eight different languages that include German, French, Spanish, there's Indonesian, Danish, we have Japanese, Portuguese, and Chinese. With this new language selection, we've made it very easy for the web client to select the appropriate language that you need to, rather than relying solely on the browser language settings.
Added a Read and Write task, supporting EDIFACT. You can now read EDIFACT files into a rule set variable, which can then be used in a subsequent task to insert that data into a Davis Table, or again, convert into another file format. Plus you can read data from rule sets and write out to the the EDIFACT from any file, as well.
We've enhanced the Secure Forms, giving you the new options around new configuration of options, like positioning of the forwards button, overriding the button labels, characters remaining in the text series, and more. And then the last thing in this slide here is about adding an option for a timeout warning that'll appear one minute before a user's session expires. When that session expires, the user will automatically be redirected back to the login page. Just so you know, this is actually for both the admins and the web user accounts.
Time for a quick walk-through of GoAnywhere.
All right, so first of all what you're seeing here, I'm logged in to my system here using an http right now, 48,000. Each of your admin... So this is the admin or administrator point of view that you're looking at right now, and each admin, when they log in, they'll have their own personalized dashboard. You can lay it out any which way you want, they're there, not a problem, but we have 26 different gadgets that you can pick and choose from to display the information that you want to see when you first log in. Think of this like a Good Morning Report. Again, when you first log in, what's happening on your server, what's recently happened, etc., to get that warm, fuzzy feeling that things are working pretty good.
If you have customers coming to you guys, you can quickly see different servers, different listeners that are up and running. Yes, they're all good to go. Your different jobs that have completed, nurse statuses. So here in the last 30 days, we can see the activity around those completed jobs.
Quick links for navigation. News a tips, recent activity around the triggers, even the users when they're logging in, etc. So we have... imagine 26 different gadgets that you could add on your dashboard. Each of your admins will have their own little dashboard that they can view and access right away.
Regarding the administrators, they're here to help you set up, manage GoAnywhere's, the users, set up these workflows, and that kind of leads me into the next section here in the sense of the workflow, when you want to actually push and pull files from your different servers.
So the first place I want to talk about in the sense of these workflows really kind of comes onto two areas, the first one's resources. These resources are the servers that you define that you want to connect to to do that pushing and pulling, or to set up monitoring for files. You can see all the different resource types that you can actually set up. Maybe you have the Amazon S3 Bucket. Again where you want to pick up some files or drop off files, not a problem. You come out here, you set up that resource. It's one location for you to set them up and maintain them, so it makes it really easy. To give you a quick example of the Amazon demo on here, you set it up. You define the key, the passwords and all that, and you can test out that connection. Make sure you get to that door and that the door opens up just fine for you. Blue is good, so we know we're there, we know we're able to connect up to that server, again, to help you our with that pushing and pulling of documents.
Going down the list, you can see all the different ones out there, get Azure Blob storage, again, and set them up. Database servers. Maybe you need to cut to a certain database author to query some tables that you have out there. You've got a Oracle, a SQL server, an IBM I, set that up. Create those tables and take those records and move them where you need to.
Going down the list here again, you have a lot of different options out there. Network Shares, very common thing to find that Network Share as a resource.
You have REST and SOAP servers that you can connect to. Within the SSH servers, you can define that SFTP server, define that server with a good name so you know exactly what server you're going to, what trading partner it may be. Set them up, define the name or the IP address, the port number, the listing, password key, whatever's required. Again, test it out. Make sure you can get to that server. So we know we're good.
What you can also do is set up some automatic retries and recovery options. In this example, I see you're in the middle of a large file transfer, say with a timeout of 15 seconds, I can automatically retry to connect up five times, waiting five seconds in between each attempt. Hopefully it's able to reconnect up. If so, it's going to pick up where it left off in that file transfer before you. Some nice options there.
And then depending on the target, the server you're going to either has certain proxy types or certain algorithms that you need to use, but very nice here to as well, this Contacts tab. Since you are going to a targeted server, if you have a problem connecting to that server, here are all centralized who you can call, who you can reach out to if you do have a problem. It's right there for you.
So step one here, again, set up those resources of where you want to trade files, to and from or [inaudible 00:23:48] monitoring to actually pick up some files.
Step two is really about setting up these workflows, these projects that you want to move some files around. But before I get into that, since we're kind of focusing on EDI and all that I want to show you something as well. We're going to jump over really quickly into the system and in the add-ons here, where you can actually browse our marketplace. From this marketplace, you will be able to then install different things such as these different call connectors, so you may have a need for some of these call connectors. I think we have at least 36 of that, over 36 now, ranging from different things if you want Azure, Box, Dropbox, we have some of the popular ones are down further here. We've got Google Drive, Microsoft Dynamics, OneDrive, etc. So it's a lot you can communicate to, or with, within the workflows.
And what I'm focused on here today is around the EDI. You can easily come out here to do the EDIFACT and install those from the marketplace as you need to.
The EDI X12 transactions here, these [inaudible 00:24:56] we have a lot to pick from, depending on what you need to install. Let's say the 850 Purchase Order... and then what version do you need to install. Install that version, or versions, be it more than one.
Another popular one, 997, the acknowledgements as well. So we have all these all here for you that you can pick and choose from and then install just the ones that you need to. Once you have them installed, then you can start utilizing those, really back in that workflow, really the second section here.
Going into our projects, just to kind of give you an idea of what we're looking at, on the left-hand side here this is the folder structure that you get to set up, define how you want to that makes it easier for you to maintain the different projects, different workflows that you set up. So you can create as many folders and sub-folders as you need to, again, by location, region, department, customers, etc.
And to get started, it's actually pretty simple. You have an option to create a project, you can create it from scratch or take advantage of one of our several different templates to pick from. These templates can help you save some time, or to learn from them, etc., but you can pick and choose what you want. You have copy files, database to Excel... I'm going to scroll pretty quick, there's a lot here. Email to database, run some commands, Native commands, etc., Merge files. There's a lot that you can pick and choose from, making it pretty easy to get started. Let's say you want to send a file. Maybe it's a single file, maybe it's multiple files using Secure FTP. If that's something that you want to do, or something really close to that, select that template. Give it a good name, something a little better than this in here, but I'll use an example, SFTP Put Files. Put something that makes sense to you for the project name and description, then simply click on save.
What happens at this point, it brings you right into Design Board. So again, we're trying to make it easy, for most it's hopefully pretty intuitive here, and what you're looking at, you have four panes to work with and just really quickly, going to [inaudible 00:27:06] support variables, we have some included system variables that you can pull into your projects. The project section here, this is the attributes, like the primary values of your workflow itself. The outline, this project outline, this came from the template. For the most part, I'm going to say it's a top-down read, but you can build logic into it and do different things, but you can easily see we're going to run [inaudible 00:27:28] server and put some files.
This came from the template. It's not set in stone, you can modify it, you can add to it, you can delete things from it, this is, again, just a starting point. And if you want to add to it, we have this component library here in the left-hand side that you can pick and choose from. We have over 160 different tasks on here, if you include the different Cloud Connectors and everything, but what do you need to do? If you need to compress some data, the database SQL. Go out there and set up a Query over one of your tables. And data translation. Now this is one area that we'll be focusing on a little bit more here in just a little bit around EDI, but you can easily do some reading and writing. Read and write your EDI files, your XML files, etc.
Emailing job logs, emailing the final encrypted report, whatever it might be, you can easily incorporate that into your workflow. File transfers, Secure FTP, when you click on those you can see all the different actions and tasks that you can perform. Right now we have that one Put in there, and just so you know, to add to this project, if you want to add some type of task to it, you can do a Double-F-click, or also just a simply drag and drop, just kind of drop it in place. A right click gives you options, move it around if you need to or even delete it if you don't need it, not a problem. So again, there's a lot you can do.
Let's quickly kind of run through this one here, and kind of walk you through this here. We have the connection to the server, and if you recall, we started with the resources at step one, the targeted server you want to connect to. Once you define that server, it's available to you from a drop-down list, so you can select that trading partner. You want to know what customer, whoever it might be.
Put Files. I selected the multiple files there, so we're going to use the file set. You have the option to also just send a single file or through a variable pick up a file locally, whatever it might be.I can navigate them to a directory where I want to grab some files from. Let me just quickly navigate to on of my files, folders out here. Let's just pick up outbound. And just to kind of show what's out here in outbound, we just have just four files out there but you grab as many as you need to and just simply select it. You can define filters, so I think I had four or five files out there, but if you find this filter, you can use a Wildcard, an Expression, or Date and Size. So you're looking for those types of files, or possibly to exclude that type, as well. So you have options, include, exclude.
Let's see, if I want to just include anything that is XLS. Not a problem. You can add as many filters as you need to to make sure you get the right files that you're looking for. And then, where do you want to drop them off? Since we're doing a Put, step one was that connection to that server, what I put in those three dots to navigate, this actually automatically connects me to that targeted server. I'm on that server, I'm seeing the folders that I have permissions to, and I've just got to select where I need to drop it off.
So that's pretty simple that way. We do recommend air [inaudible 00:30:52]. Last template brought in an air module, and really quickly what this does, if something fails, this sends up the high level within the module, if anything fails, call this module. Note that you could abort, continue, just ignore the error, or also set a variable value.
All right, [inaudible 00:31:13] is common is the module, call module, and we're going to call this module so you see it maps out, and then within this module, you can perform a lot of different actions. Again, you have that whole list over here to the left-hand side, of which you can perform. You could put a delay and try again, or whatever you want to do to customize it, or simply, and very effectively, send out an email to notify somebody that this project failed. Let me grab an SMTP server resource, you fill in your "from" and "to's," maybe have some subject, some message information within the email. And by the way, this dollar sign and brackets were utilizing variables. These are actually system variables, and they're very easy to bring in there, you've just got to do a drag and drop, double-click just to bring it into it, and it'll fill in for you automatically. That's all there is to it.
Validated. At a high level, let's make sure it compiles just fine. Again, blue is good. You can even run it from within the design. Yeah, blue is good, so we know it ran just fine, and if you look at the job log, you're able to exactly verify, we actually found two files out there as XLS, and we grabbed them and uploaded them just fine.
So quick little run-through of a little project there to, again, grab some files and SFTP them up to my server up there.
Now, on the next workflow project, I want to talk a little bit about the encryption and all that. So as I mentioned earlier in the PowerPoint there, we have a built-in KMS, a Key Management System where we allow you to manage your keys. Your certificates, your SSH Keys, your PGB Keys. Within a section here, you can easily create new key pairs, define the strength as you need to, or simply import, upload your customer's public key that you need to use to encrypt the data before you send it to them.
Let me jump back here. Let's walk through another project out here. We're going to grab some local files, encrypt them, and then use Secure FTP to send them. Just note that with the flexibility of GoAnywhere and these projects, we can do a lot of different things. Here we're actually creating a temporary workspace within this job. So file we can put into a workspace, hold them there temporarily, and at the very end you can actually delete them, clean them up very easily.
Create a file list. I'm going to go out to a certain folder, just like we saw earlier, grab all those files, we're going to include all the XLS, and using variables I'm going to keep track of those files through a variable called "files." It makes it easier for me to reference that within this workflow. So "files" at this point will contain all those files in that that meet this criteria. If the count is greater than zero, so as long as we have at least one file out there, let's do something. Let's go ahead and encrypt those files. Here again, use that variable called "files," and just to point it out, that was blank. Look to the right. When you create a variable, they're right there at your fingertips. It's easy enough to grab it, drag it in there, or double-click on it. We're going to need to use that public key that you have in the key vault to encrypt the data, encrypt those files. So you select the right trading partner's key, we're going to use that key to encrypt those files that are in this list here, and then send them somewhere.
Most commonly, you might just send them directly to your trading partner. Simply just navigate down to it, select the resource and the resource name itself. I'm just going to throw them temporarily into this workspace, just to give me some different options. Those files that I encrypt, I'm going to put them into another variable called "pgpFiles." We're trying to make things a little bit easier for you in the sense of just using these names here. At this point, I want to send those files up to my ABC Demo server, and I'm just using that variable name. It's going to grab all those files if it's a single file, a dozen files, or 20 files, not a problem. Those will have all been encrypted and now will be uploaded to that server.
And then I can turn around and send an email out really quickly indicating what files were encrypted and sent out. And then, of course, I delete that space. If there's a problem, we've got this air log. Again, you can validate and you can run it from within Design. This'll go through, grab those files, encrypt them, send them out, that easy for you. And again, this can be all automated. You guys should just have a scheduled job on a regular basis. The job log will tell you, we've got two files were sent out, all the detailed information behind it, etc.
All right. Again, I'll have an email or two coming in, but the email will just show me the two files that were encrypted there and sent out as a little confirmation.
Now let's talk about the EDIs, the EDI examples we have. I have a couple out here, cold, basic examples here, let's just kind of run through them.
We've got the first one here, a Read. And through this Read, just to give you an idea, we've got the file coming in, we have EDR file. There's a lot of different ways, like I said earlier, that the file can come in, through variables, whatever it might be. The main thing here is that we want to be able to read that EDI file. And under the data translations, we have the ability to read right here. Just drag and drop that into your workflow. As I mentioned, we have our variables, we have a file being passed to me, we have this new data-mapping wizard that allows you to map out that data. Don't be alarmed, this might look like a lot here, but this is already set up. You have your EDI file, and then you have all your different rule sets. You're basically going to extract the information out of your EDI file, let's kind of pick on the N1 data, the name selection here, and just drag and drop into that rule set. So I want to grab the name information.
Example, let's say if I wanted to add another rule set... Let me just move that up here. And say it's for tax information, so "tax info." On the left-hand side, if I want extract that out of my EDI file, I simply just drag and drop that into that rule set. Whatever you need. Pretty easy to drag it into it, right? Etc. At this point, you hit "Apply," and this information will be saved back into your workflow, which you can work with these different rule sets. So you'll see that we have N1 data, we have packaged data, etc. And here's the package data, the N1 data, all right there for you.
The next step is that, since we have that data, you can turn around and write it out into whatever format type you need. So if I want to pick on the name and addresses, I'm going to use that N1 data rule set variable and write it to this ticker spreadsheet. I can override it, you have different options here that you can work with, etc., to customize it even further. But I'm very easily able to extract the information out, again, validate it, make sure it looks good, and even run it from here. And we're going to go up there again. Grab the EDI file, read it, and then write out the information. And you'll see in the job log that each of those files are being created.
Going the other direction, same type of concept, so if I go down and do the Write of an 850 example, we're able to take the information that you already have, so think of these different tasks, your different tables, different filesets, documents you have, of that information that you need to write into your EDI file. You define them into rule set variables.
So here you're going to create that rule set, from your existing documents. Here we have a text file we're reading in, putting it into a data rule set. The N1, the N1 data rule set, etc. Then we come down to that Write task, that also came from over here, the Read and Write, and we're going to write out to this file using that rule set, through this wizard. And what you would start with, you would have your A50 purchase order, and you have your rule sets, and you simply just go ahead and select it, and then drag and drop it into where you'll need to map it up to. So your package data. The N1 data, etc. So here, you do the map in the other direction instead, building this EDI file. And then when you run it, of course the data will be extracted from your files and written in to your EDI file as needed.
And just to elaborate a little bit more, further on here, just to tease you a little bit in the sense, here, let's grab... This one here. You could have an 850 coming in, you go through the 850, you parse up that data, do the same type of thing where you're writing out to the EDI file or reading the EDI file, then maybe you need to actually do a write to a 997 file. So you can do the same thing there. Here we call a 997 module, which we'll set that up, but then we're going to write to the 997. Same type of concept, using the data mapping wizard, you map it up. You create that document as you need to.
We do have some great help along the way, I think I mentioned earlier about the built-in help, the Write EDI, so wherever you're at within the product we do have some nice detailed help to help you out, walk you through some really good examples besides the great detail information above it. It's right there, right at your fingertips, not a problem.
Let's send to the EDIFACT. You can type it in there and bring up all the information there, so again the Read and Writes of the EDIFACT task. We have a full index on the left-hand side, of course a searching capability over here. And what you're looking for, you can find information pretty quickly. Besides, we have a great support team to help you out too, along the way.
All right. So once you have these projects set up, the next section really talks about how you can kick these off, how you can automate the processes behind it. We have a built-in scheduler. You can create and define a holiday calendar. Once you have that defined, and you go through to create a scheduled entry, a job to run, you can actually utilize that calendar. You would basically give that project, this job, a name, the admin that it would run under, but won't [inaudible 00:41:52], you know, the project that you want to automate. You simply can follow the wizard to navigate and select the right one.
Jumping ahead, the scheduling. How often or when do you want this project to be kicked off, this job itself? Is it a one-time deal after start-up, or maybe is it a daily, weekly type job? Let's say it's weekly. You define your start option and how often you want to run it and day of the week. Maybe you have to find that holiday calendar. You come out here and select that calendar, and then define your rule. If it does fall on a holiday, do you want to run that job or skip it, run the previous day or next business day? Up to you.
Email notification, if the job completes normally or if the job fails. Within the workflows you saw earlier, you can customize some emails there, but you can also do it here. And maybe the project itself has some variables you can pass to it. So you can create different jobs, different scheduled jobs to have some different resources, servers you want to connect to to change that very easily. It's called the same job, but have a variable to accept the resource or the folder name you want to use, etc.
The next thing is monitors. You've got your schedule, a fixed schedule basically. The monitors, I consider like a soft schedule, and through a monitor, we're able to monitor a specific folder, a folder that's local to you through a network sharer, or even a remote folder. You simply come out here and add a folder, where's this folder located at, maybe it's a local folder, you go through a network, whatever it might be. If it is, great, leave it there, and then navigate to your local folders or through a resource that maybe is your network sharer, or S3 Bucket. Maybe it's remote folder, defined through a Secure FTP resource. Select that. The screen will change, and then select that server, that resource you want to connect to to set up the monitoring. There's that ABC Demo server resource we tested earlier. Then simply navigate on that remote server to select the folder that you want to start monitoring on.
What you're looking at here is the key events. Think of a snapshot. Since the last time I checked, what has been created or modified, has anything been created since the last time I checked, modified or deleted, or does anything exist. So those are the events you can base this monitor off of, along with the file type, or file name, etc. using the Wildcard, I can see any file, or any CSV file, whatever you want to do there. You can also define a Regular Expression as well.
The scheduling, as I mentioned it's sort of a soft schedule, by default 24 hours a day, but you can just say, whatever, six to six or something like that, pretty easily.
How often do you want to check? Every minute, every ten minutes, every hour, whatever it needs to be, and then the day of the week to check it. The project to run, so when this gets kicked off, you find some [inaudible 00:45:06], what project to run and work with it. And, to point out down below, we actually by default use a file-less variable for the monitors. If you're monitoring a folder, you could have one, a dozen, maybe 50 files in that folder at this time that meet your criteria, while through this file-less variable called "files," files will be passed to your project that you'll run up here to go through each of those files, maybe to encrypt them, archive them, move them, whatever you need to do. Not a problem. Did all automatically.
The Advanced tab, we want to make sure the file's not locked, not in use. Email notifications, you can be notified if the monitor fails to get to that resource, that server you're trying to monitor, that folder. Be notified. Project success, project failure, you can be notified here as well as within the project itself. No files found. If I enter the day, I think I did six to six for this one, if no files were found by 6pm, you can send an email out, because you know at least one file should've been there. Different things you can do there.
The last thing, and this covers triggers, I'll come back here in just a little bit, as triggers really kind of deal for the most part events that occur on your server, typically from users that might be connecting to you. So kind of leads me into my next section here. Talking about these users, the web client, the web users who could be, like, remote employees, your customers, your trade partners that need to come to you, to upload or to download files. So you can set up GoAnywhere as that server, a listener for them. And the initial area here is... set up that server manager. The different listeners allow them to come in on. So your different protocols, you define that, you start them up, of course along with the port number behind it. And really it's all about, at this point, the users when they come in and what they see, and what you set up for them.
So let's say you do have the http set up. This allows them to come through secure folders and to access, go anywhere, from their point of view. They can come into a page just like this, you can customize the image and the logo and the disclaimer to fit your needs, as well as the options here, can they reset their password or can they create an account, those are the different options you can set up and enable. The user, again, this trading partner would log in and... they would only be able to see what you really set up for them, in the sense of what they can see for driving to different folder structures, and what functions they can perform.
If you're looking inside here, what you're looking at, this is considered your secure folders, and what it is within your users, the web users, we call them, clients coming in, maybe through the web or maybe through Secure FTPs and FileZilla, these users, you set them up, you define what protocols they can use, what features, so they can all use https and Secure FTPs, say, and then the actual modules will then go anywhere. Right now I'm showing you secure folders, so that would be checked there. Maybe you want them to be able to use secure email, etc. So the module you have installed and that they're able to utilize to go anywhere. But then more importantly after that, what folders can they see? When they log in, what can they see?
And nothing else. I can't navigate anywhere else, so as an admin setting up this user, you can see the different folders here. Each user has their own default folder associated with their username, which you can override and define home folder and home directory and their immediate permissions on that folder, but what I like here is the ability to create virtual folders. These are the kind of pointers. They use them in the login, they're all going to see this alias name. Underneath the covers, this is really where it's pointing to. Here we have remote server. This over here, it's a local drive, but again, the user never sees the actual path, they only see the alias and they only can perform those permissions you set them up with. So if you want to allow them just to list and upload, that's all you have to do. Or maybe it's just upload only. Again, you can pick and choose the permissions as you need to, you can even define that disk quota, if that's an important area for you as well.
Okay? So when we jump back to the users, here are those same four folders, and as a user I can quickly come in here, log in, and then perform the actions that I'm allowed to. I can navigate to that folder, and then based on my permissions on what I can do on these individual documents. And I can download, send to, delete, etc. based on those permissions.
If the customer wants to upload a file, they would simply just drag and drop that right into here and upload that file. Let me see if I can grab one really quickly. And just let it go! It's that simple to upload a file.
What's nice here is this third piece of automation, which I kind of teased about earlier called "triggers." And I'll come back to that in a little bit here, but a trigger is based on an event again, such as the upload of a file successfully, and those triggers will be kicked off immediately then. So I'll come back to that in a second here, but in this [inaudible 00:50:44], GoDrive. This is just like a file collaboration tool, a replacement for Box or Dropbox, so similar functions there, you can actually have different versions of the file, you can share the file, etc.
Secure email. To be able to email out your document securely. What you can do is you basically compose an email, you send out this email and the user, the recipient, will receive a secure link to download the attachment or attachments. It's through a secure channel. You can set up the download to be password-protected. You could define how many days before this email package expires, you could define how many times they can download it, and things like that. So again, nice secure way to email all your attachments, your documents. Oh, there's also no file size restriction. So if you're looking for a way to help send out nice larger, secure documents, you can do that with this.
[inaudible 00:51:42] is the ability to request a file. To give an example of this, say you have a customer who wants to send you a secure file but they don't have a quick means of doing that. You could actually send them a request file, basically they'll receive an email with a link to upload that file directly to your server, and then once they upload it, it actually would arrive in your inbox, so you can grab it an download it. Get nice and secure. It's all being tracked, all being audited.
We also have, if you use Outlet, we do have add-ins or plug-ins there that you can utilize too. And if enabled, the user themself can actually see their own activity report, see the actions that they've been performing. Here's the upload, download, etc.
Going back to the administrative side, with all the different actions, different activity that I've been performing, it's all being audited, all being tracked. So underneath the audit logs, we can see the action, the activity that I've been doing right now with you guys. So here we have the completed jobs. We ran those EDI file movements. Since I showed you through https, that file activity, here's the upload, the file that was uploaded. I can even go a little bit deeper and actually view the different IP addresses that the user uploaded from. It's all right there for you. This information can be exported out pretty easily. You can also write out these audit logs to a CIS log server if needed.
And just to mention, I think I might have not shown you, but we're also tracking the administrators, so you can see what we've been doing out here as well, as an admin.
Touching back on that triggers, which I kind of teased earlier about, this last piece of automation is to basically offload an event that occurred in your server. There's a lot of different types, account being disabled, disconnects, whatever it might be. The one I did earlier was the upload successful. Within here, you can define what to do or what you're looking at for these events. Maybe we want to send an email out to notify somebody that a file was uploaded. You can base off of certain protocol types, pick and choose what you want, any accommodation thereof or any service. You can even define rules. You could create a trigger for each customer, each organization, or each user, or different file types. Whatever you need to to help to find it, make it unique. Username, description, organization, so you can pick and choose.
In this example, these all must be true. If they're all true, we're going to jump to an action where you can send an email out, rename the file, move the file, again, all automatically, right away as soon as the even occurs.
Here we send an email out. We have a bunch of system variables being pulled into it. And if you look over here, you've got a little variable thing popping up. Just note that they're right there, drag and drop right into your [inaudible 00:54:41]. Pretty simple.
And that one there, should've received an email. I have my email closed, but I received an email saying who the user was that uploaded the file and the name of the file, the size of the file, and really where the file landed, and all automatically.
All right, let me jump back here to kind of wrap things up with a PowerPoint.
Just a quick recap. Again, we have a bunch of custom cloud connectors out there available for you, at least 36 different custom cloud connectors, plus the ability to create your own. We also have that desktop client, another option for your users, a single application to allow them to access both secure files and GoDrive, right there from their desktop. The file collaboration too is that GoDrive option, to replace Dropbox. This interface really has the same look and feel as it does in the web client.
I'll go through quickly here. Another thing here, I know with the customers coming in today, you could have another solution from HelpSystems, maybe [inaudible 00:55:46] schedule, maybe some other solutions out there. Either way, we do offer another way to look at your information from a single pane of glass, another dashboard called HelpSystems Insite. No additional cost for our customers under maintenance, and it's a great way to view multiple installations of GoAnywhere. So if you have two installations of GoAnywhere, you could view that information from a single pane of glass, plus the ability to maintain other products from HelpSystems maybe.
And just for some reference out there, if you're looking at other MFT providers, there's a nice report available on our website that was done earlier this year by Infotech, so this link will bring you right to it, you can download it and read it and really compare us to other MFT providers. I believe there's over 40 MFT providers it looked at, and it was pretty cool to see that they rated GoAnywhere as a top leader in the data quadrant. So feel free to look at that report, you've got the full report out there, and I'm going to hand things back to Angela.
Angela: Excellent. Thank you so much, Heath. We will have time for Q and A in a moment, we just have a couple minutes here, but thank you all for joining us today, and as a reminder there will be a survey at the end, and if you have any additional questions or any questions that weren't answered as part of our Q and A here, since we only have a couple minutes, we will reach out to you and answer those after the event.
So Heath, I do just have a question or two that I think we have time for. The first one here is, "Does GoAnywhere have the ability to protect data at rest?"
Heath: Yeah, I did mention just a little bit earlier about the ability to protect data at rest. We have what's called encrypted folders, and we make it really easy just to walk through wizard to set up that folder to be encrypted. What it is, any file transfers using GoAnywhere where they will be automatically encrypted at rest with AES256 bit encryption. And then as long as he's going to grab that file, he'll be decrypted to do it as well. It's that simple, very seamless to the users, and if some user tries to go through File Explorer, the back door to get to those documents in there, those documents will remain encrypted. Thank you.
Angela: Yep, excellent. And then one last question here. Regarding installation, how simple is the installation and how much effort is needed to set it up?
Heath: Yeah, I did see that question too. We have some really great documentation to walk you through a quick download and trial of GoAnywhere. Typically takes about five to ten minutes to download and install the application. It actually has an [inaudible 00:58:22] Derby database, making the installation all that much easier and quicker to give it a spin. So it's very simple that way. Within our customer portal, once you register you can actually download the software, you can also get documentation and even more. Again, you can walk right through it. You can even work with us, we'll help you out to install it, make sure you get it up and running. If you want to give it a trial, we can set up some PLC time, maybe an hour or two, to make sure that this product really fits your needs and answers your questions out there.
Just to throw in a little curve ball there too, as well, we're starting to dabble a little bit too, so if you go onto our portal you may even see a little sandbox type of option around SAS where you can actually deploy going around the cloud, just for evaluation purposes at this time, of which we here at HelpSystem through GoAnywhere will help you manage the software itself, the updates and the backups.
Angela: Fantastic, that's a really cool feature. All right, as I mentioned, if there are any additional questions, feel free to post those in that post-webinar survey. Otherwise, thank you very much for joining us, and have a great rest of your day.
Heath: Thanks everyone! Have a great day.