Get the Most out of GoAnywhere: Cloud Connectors

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About the Webinar

Connecting your cloud applications – like Sharefile, Salesforce, and Dropbox – doesn’t have to be difficult. Learn how GoAnywhere’s Cloud Connectors can streamline your data flow.

Discover how to up the ante on your cloud environment:

  • Explore what Cloud Connectors are and how they work
  • Determine how a hybrid cloud approach can improve your file transfers
  • Learn about GoAnywhere tools, including Agents and Advanced Workflows
  • See how other organizations use Cloud Connectors to simplify and secure their data movements
  • And more!

Watch this webinar for a 60-minute dive into GoAnywhere’s Cloud Connectors. After an overview of GoAnywhere’s approach to cloud computing and exploring how Cloud Connectors work, you’ll see firsthand how you can automate business processes and integrate your file transfers via applications like SharePoint, Google Cloud Storage, JAMS, and Automate.

If you're using popular cloud applications and want to simplify data movements, this webinar is for you. Learn how to connect your applications, all while streamlining and securing your file transfers.

Transcript

Kara Zenk:

Hello everyone. And thank you for joining today's webinar on getting the most out of GoAnywhere with Cloud Connectors. Today we're going to show you how you can connect your cloud-based applications with GoAnywhere to simplify and secure data movement. My name is Kara Zenk. I'm the Marketing Manager for GoAnywhere, and I'm here today with our presenters, Chris Spargen and Heath Kath. Gentlemen, are you there?

Chris Spargen:

Good morning. Thanks. Yes.

Heath Kath:

Good morning.

Kara Zenk:

All right. Before we kick things off, I'm going to remind you that the webinar is scheduled for an hour. We are recording it and we'll send out the link to where you can access it afterwards. Feel free to ask questions throughout the presentation. We'll be answering them via chat, and then we'll also cover a few live at the end as well. Finally, a survey will display at the close of the presentation. We'd really appreciate if you could take a couple minutes to fill that out to tell us how we're doing.

So, here's our agenda for today. We're going to cover our approach to the cloud and some common cloud deployments, briefly cover what are Cloud Connectors, some use cases, how they work and then Heath is going to do a live demonstration. And again, we'll end with questions to answer a few live. So, let me introduce you to our presenters. Today we have Heath Kath, who's a senior solutions consultant here at HelpSystems working with the GoAnywhere MFT 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 or assistance with our GoAnywhere users. We also have Chris Spargen, who's the manager of support and services for the GoAnywhere team. He has worked on all facets of support and services, and now has the pleasure of leading these two great teams that support the customer experience. So Heath and Chris, thanks for being here and I'll let you take it away.

GoAnywhere Insiders

Heath Kath:

Sounds good. Thanks Kara. I got the first slide here just to introduce you guys to something that's pretty new. It's probably been around just for a year or so, but this community's option is really cool. Again, it's pretty new, but gives you a way to connect with other GoAnywhere MFT users, GoAnywhere insiders. You will be able to reach out to over 900 active members today and really get their feedback, get suggestions and you will also find some great videos, tutorials, case studies, trainings and even more. Also the more you partake, the more points you earn and those are able to be turned in for some nice rewards and all that, some nice little gifts out there. There's a link here at the bottom. So if you are interested into learning more about that, take advantage of it. Again, there's no cost, it's for you guys as being a active customer of GoAnywhere. But first things first, Chris, I'm going to give you the floor for the next one here.

GoAnywhere MFT’s Approach to the Cloud

Chris Spargen:

All right. Thanks, Heath. Yeah. If you haven't checked out insiders, get in there. There's a lot of great content. So, we thought we're talking about Cloud Connectors, we're talking about integrating with cloud services. It's a good idea to give some context to cloud I think in our approach ultimately. So, what we've found is a few years ago, cloud was everything, everyone's moving to cloud, it's going to replace everything. What industry research has told us is actually, I don't think that's quite going to be the case.

There are certain services where it makes a hundred percent sense that we move to the cloud. And there are other times where some systems should remain on premise. So, this hybrid cloud model is really what's emerging. And ultimately what's super exciting about GoAnywhere, in addition to the Cloud Connectors is the fact that we're able to provide this ideal hybrid cloud deployment that allows you to be very flexible in your deployment.

Common GoAnywhere Cloud Deployments

Chris Spargen:

So, GoAnywhere MFT could be on-prem, it could be in the cloud. And if it's on-prem, having an agent out in the cloud or on the flip side of that, an agent on-prem. If MFT is in the cloud, that's going to give you the ultimate flexibility to allow you to integrate between cloud and on-prem. Go to the next slide please, Heath. This is going to show you just a couple of different common cloud deployments. AWS still has majority market share. Azure does seem to have a little bit more of a space I would say with people that are leveraging maybe Office 365 or some of the government customers that we've worked with maybe prefer the Azure.

So, these are just some high level diagrams on leveraging some of the Azure services in your typical clustered, highly available deployments of MFT as well as Gateway. So, there's a lot of different cloud services you can use within, I would say more AWS. AWS is a little more like a catalog, but these are what we're finding with a lot of our customers. And we want to provide that context for what we're seeing in our customer environments.

MFTaaS

Chris Spargen:

Go ahead to the next slide, Heath. Awesome. So, one important piece, obviously we want to provide that flexibility to our customer base. So we did release GoAnywhere's MFT as a Service. For those of you that have logged into the customer portal over the last couple months, you've seen at one point what was a GoAnywhere cloud hosted with a red beta ribbon on it, that has been removed. MFT as a service is live and able for you to trial it out and ultimately use it.

So a really exciting offering. We're going to take care of all the infrastructure for you, the upgrading of the application, the patching of the operating system, the database file system, all that good stuff. You simply deploy your GoAnywhere cloud instance. You log into your admin interface, you still have all the same access controls to what you've experienced with the on-premise deployment. And then you get to obviously manage your users, manage your workflows. So, we hope that this continues to help provide flexibility to our customers. Go ahead to the next slide there, Heath. Awesome. Thanks.

And so, this is just a little bit of that look of what it looks like when you go into that cloud environment. You can define your ports and then you get easy access to look at those. We'll provide certificates for your admin and website URLs there that you see. But this is some of the key benefits you can see here of leveraging our MFT as a service. And I would say that if you're running within the MFT as a service environment, just circle back around to what I had said earlier, be that integrating with Cloud Connectors for popular cloud services, like Heath is going to deep dive into today.

As well as if you need to connect back onto your own network or back to on-prem to integrate with some of your on-premise applications or maybe backend file shares databases. The agent technology is what makes that so seamless and easy, and so allows you to actually lock down inbound access into your private network from cloud applications by having that agent connect to GoAnywhere MFT as an outbound connection. So, ultimately flexibility is the key here. And with that said, I will turn it back to you, Heath. And let's dive into those Cloud Connectors.

What are Cloud Connectors?

Heath Kath:

All right. Sounds good. So, I'll get you those slide too guys, that's going to be recorded for you, just breaking it down. So if you want that comparison as Chris was talking about, this is great. Some great information here. Again, it's up to you guys and what's the best environment for you. And talking about these Cloud Connectors, we have all these different Cloud Connectors all through, to start off with these Cloud Connectors first of all.

GoAnywhere offers these Cloud Connectors right out of the box. These Cloud Connectors, the connections, they allow you to easily integrate with popular SOAP and RESTful web service applications, including Salesforce, Box, Dropbox, Microsoft Dynamics, CRM, SharePoint, Google Drive and so many more. This key term integration, you will see very soon how you can do more than just get and post operations. You will be able to access and integrate, move, create and manage your own cloud services with any GoAnywhere workflow.

Most of these cloud based services provide some type of RESTful and SOAP based API. Then our Cloud Connector is in GoAnywhere allows you to reach out to them via web services to interact with those services. So with Salesforce, you will be able to manage the accounts, like get in and updating accounts, orders, leads and so forth. With Dropbox you're going to be able to work with those directories in your files out there, maybe just listing them, but downloading upload them and more.

We have what? 38 plus maybe Cloud Connectors out there today available on our marketplace. Another very nice option is that with our Cloud Connector technology is that you don't have to restart GoAnywhere to use a new or updated Cloud Connector. That is once we release a Cloud Connector functionality, that Cloud Connector is an individual component that we publish on our website, on our marketplace that you can download as needed. And again, I'll show you exactly where that's at, but once you install it or update it, you're good to go. You can use it really quickly.

And just talking about here, how aggressive we are with this. It's pretty cool. With our development in the past year or so, we've added Azure data lake storage queue and several Amazon AWS connectors like CloudTrail, CloudWatch and ECS. And I think they're getting to be not so active out there, but I think they're actually working on some bigger ones like SAP and Dynamics ERP and so forth. There is even an option by the way, that allows you to build your own Cloud Connector with the drag and drop type of a designer. And I'll show you just a little bit of that here today, but our main focus is using what we have because we do have so many for you.

Cloud Connector Use Cases

Heath Kath:

How are customers using the Cloud Connectors today? The bulk of them. Well, they're probably using it for file transfers, but as they get more familiar with them, they are starting to do more around the managing of their accounts and more. We do have some working with CRM and other applications, but again, the bulk is we're moving those files, but obviously the most use cases of GoAnywhere is to move data, right? We specialize in that, virtually to any file system. But however, with these services and the growth of the ... with the cloud services out there, it's getting difficult to connect and interact with them like Dropbox and Box and so many others.

You could build a bunch of RESTful web service task if you're a developer. And you can figure out how to the JSON, and how to authenticate and everything else yourself, or you could simply and easily use the ones that we have out of the box. It's much quicker, again simple. There's no maintenance on your end. We build these Cloud Connectors and publish them for just a small fee. So, the bulk of our customers are using them to access and to move files to and from. And customers are also able to manage their docs from creating, copying and re-naming them at the same time.

This one here around secure forms, some of our customers are actually using secure forms. And within these secure forms, you can build a user interface that prompts that user for certain data, and then that calls a project and that project can then interact with that web service. So, actually I have an example today I'd like to walk you through regarding this kind of a flow here. But again, it's a really easy way to create tickets, create enhancements and whatever types of forms you've got to get out there.

And again, it's really simple, very easy for the user use. And it's also pretty cool that way. And also we'll talk, walk through some examples around for Votiro and maybe even GatesScanner, but these are Cloud Connectors that do some disarming of files basically remove malicious content. So, I'll actually walk through a project showing how it works, just the layout of it. How it can scan the files, make sure there's no, again some bad data or disarming them from bad applications built into it. And basically building a scrub version of the file, if you will.

How do Cloud Connectors Work?

Heath Kath:

This picture illustrates where Cloud Connectors fit into this, how they fit into a GoAnywhere workflow. You have GoAnywhere right there in the middle, right? Within GoAnywhere manage file transfers, you can create projects, basically the workflows of which you will define and access your source data, allowing you to move them, encrypt them, decrypt them, zip them, rename them, all that stuff. Well, these projects, these workflows connect or glue both the source and the destination cloud services together as part of that file movement.

So at the bottom, you can use applications, your programs, you can get off via the internet sites, PHP, command line actions, secure forms, web services, et cetera. Ultimately call any project. And these projects can work with Box, Salesforce, Dropbox, SharePoint and all those different Cloud Connectors that we have as part of that workflow. Coming up here really, really soon here is our demo, but this is just my introduction to it. But you'll see how easy you can access this marketplace, where you can browse and install those connectors that you need to. All right. So, let me go ahead and jump over. I believe I'm using-

Chris Spargen:

While you're pulling that up, Heath, I can fill in a little bit of color there. So, hopefully what everyone sees from that marketplace is just how easy it is to add Cloud Connectors, right? As Heath alluded to earlier, a lot of this is web services. So, if you have a unique use case that you potentially want our development team to add to the application, have that dialogue with us, that marketplace is designed to allow us to easily scale Cloud Connectors out. And based on our typical enhancement process, the more we hear from our customer base about certain cloud services, the more attention that's going to get. But adding it is a scalable thing that makes it really easy for you to readily, I guess uptake that into your existing processes through the marketplace.

Live Demo

Heath Kath:

Absolutely. And goes back to where you can install GoAnywhere. It's all that flexibility. What do you guys need to do? Just so you know, right now what you guys are looking at is the dashboard as an administrator, as an admin. And if this is the first time really seeing one of our demos and all that, you have this dashboard, you have all these different gadgets that you can put on there, different layouts. But it's about what information is important to you to see when you first log in to GoAnywhere.

And today here we'll be talking really both ends of it. The client side, where you're niching the file transfers, connect them to distant services. So you can see these different jobs and how they completed at a quick glance. And as a user connect, maybe use a form to upload a file, download a file. Those become the server side, the services, so you can see what services are up and running. And the number of files are uploading, downloading, and what users are logged in.

So, it's a nice live dashboard that you can actually interact with. You can drill deeper in the job logs and the users if needed. So again, a starting point there in your first log in. I am going to focus really though today on just walking through these Cloud Connectors and I'll jump into some workflows. But if you want to see more about them, please let us know. We'll be glad to set up a little demo with you. Under system, if you actually navigate down to add-ons, we have this marketplace and this marketplace allows you then of course install these different Cloud Connectors.

And right now you can see what's installed. But up on top, there's this option. Let me zoom in just a little bit for you, here's this marketplace. And now you can see which ones are truly available for you. And again, I mentioned earlier, we have all these different Amazon ones right there on top, CloudWatch, EC2. This list is great. At a high level, you can see what they do. Then you can click on it to expand and to see a little bit more on what they can do.

So this one here of course is all about creating and copying images, snapshots, tags and so forth. And if I scroll down, again, you'll see a lot more. There's Azure data lake storage. Here's your Box. If I expand that allows you to connect up to your Box, to actually work with those documents. So let's say you wanted to connect with a Box user's account, download a series of files, then maybe zip them up and maybe archive them for some historical purposes. So, this is a great way to leverage that through this Cloud Connector. Google Translate, Jira software, ServiceNow, ShareFile, Trello, Veeva.

So, you can see all these different ones out there. Here's Dropbox again, another one, again click on it. You can see all the different tasks actions you can perform. GateScanner. We even have our own command connector, which really allows you to come back into GoAnywhere to work with some of the users, maybe add users, remove them, define some virtual folders and a lot more. Google Drive, JAMS, Jenkins, so forth. So, we have all these different ones again. OneDrive. SharePoint, I'll be doing a little demonstration today, I think with SharePoint.

So watch your walk through and how we can get that connection authenticated. I believe I'm uploading a file. Maybe renaming it or download it and something like that. But these are those tasks for you. All right there. The other tip here for you too, again we have so many out there. If you're curious if you have it too, if you just type in Salesforce. If we find the map for that same word there, the name of it, it should bring up that list of that connector. And of course, then you can expand from there. So, this is a great way to get them out there.

On the right-hand side there, this is the option where you can actually install it, et cetera. Of course I have it already installed, but that's where you'll see the option to install. Once you have them installed, you'll see them here. And if I wanted to type in Salesforce, just to get down to that connector, there it is. If you expand on it, click on it, you actually will see a little bit more detail about what you can do now within this connector. So, you can see all the add and updates around the different accounts and codes and so forth.

It's a lot of information, a lot of things you can do. All right. I do want to jump over to another box really quickly because I did talk about earlier how you can install and then also do updates. So right now nothing's currently needs to be updated. There's no updates available. But if I jump over here to my other installation and go to add-ons, you can see right there is the link. It's so simple. All you have to do is click on that link, it'll update it again and you don't need to worry about anything else.

So, let's do it for you at that point. So it's pretty simple. All right. So, I am going to jump out of there. And at this point again, you have all these different connections you can use and so forth. We have that one, Salesforce, I focused on that one a little bit, but now to actually utilize, to use those call connectors to be able to connect up to them. The place to start is under resources, and you'll have these Cloud Connectors.

And from here, you can see ones that we have already created. And when you go to create your own, once you download it, install it, click on add connector, go select the one you want that you need there. And it'll bring you right into it. And I'll show you one of them here. All right. I believe I'm using this one here today. So, here's an example where we have the URL, the client ID, the secret, the username, and so forth, defined to connect up to this cloud service to Salesforce.

Once you define that connection, all of our resources here, they allow you to test them out really quickly, really easily as well. And you want to make sure you're successful there. So blue is good. So we know at this point, this resource is able to connect to my server up there to Salesforce. So now at this point, once you have these different resources established and defined and test it out good, you can leverage them in the workflows.

So besides the Cloud Connectors, if you haven't seen it, you can see all the different lists here from S3 Buckets, Azure Blob Storage, network shares, remote servers, use a secure FTP. You define those resources here and then you leverage them within the workflows. All right. Now that we have that, all those resources defined. I'm going to actually walk through some existing projects for you today. Oops. All right. And we're going to jump right into my little folder here called Cloud Connectors.

So, just so you know, you can create your own folder structure that makes sense to you. But I have these existing projects already set up here for us to walk through. This first one as you can see, it's using Salesforce. And it's all about going out there and create some or get some cases. So what it is, if I look over here on the left hand side under the component library, Cloud Connectors, and we have one for Salesforce. Here are those different actions, different tasks that you can perform within here, within the workflow. Your add an update, accounts, cases, leads opportunities. And of course delete them as well.

So, we have all these different actions you can build into it. I kept mine pretty simple overall, compared to that whole list there, but walk you through it pretty quickly. We have the first thing is to authenticate. So once we make that connection all to that service out there, we got this resource. Once you define that resource is step number one there, they're available from a drop down list. So select it. We also have this authentication token. This tokens can be reused for initial following steps here after this one to make sure we have the same connection going on, same job there.

So when I do this, let me back up for a second. Sorry. This by the way is a variable. So what it is, I just type in a name and that becomes a variable that can reference within the workflows. And once you define it and it's been established, you actually see it here in the top right corner, where now I can leverage that. Here's where I'm leveraging. It was just a drag and drop to bring it in here. So we again, we're going to cut to Salesforce. Here's my authentification token. We have some fields, we have this result.

So here we go. I'm going to show you, return the information is a variable. So again, I'm creating a variable that contains, the data the variable's called JSONOut, which will be leveraged here just a little bit. And there's some comments on the bottom. Optionally I print some information to the job log, print. And by the way, I should also point this out, all these different TEAS or tasks that are coming from the left hand side. So we actually have one for printing where I can print to the job log or I can print to a file.

So we're just going to create this JSON file. We're going to grab that JSON file on a read and I have defined a row set. This is a variable that's going to contain that information from that read. So this contain all the data and I have broken it down by different columns here for the total size, account, reason, et cetera. Maybe you need to take that data and copy it. So, I'm going to grab that JSON file that I just created out there copy it to a destination. It could be a local folder. It could be remote folder, et cetera. If it exists, what do you want to do?

Again, leveraging a variable. This will make things easier within GoAnywhere, might be a little confusing right now, but I'm keeping track of this file. The destination file here as a case file. So the destination here, it's got a pointer to it. Think of it that way. Doing a right CSV task, taking that JSON row set, writing it out. I'll put file there, et cetera. And you have options. You have a lot of options to be honest. How you want to distribute the data. It could be just copied. It could be moved to a remote server. I could email it out.

In fact, what I'm doing here is actually I'm moving it to a secure folder and I'm also emailing out what we call a quick download link that allows a user to actually access it. So what it is, if you have a web user, so think of your target recipient who needs to get this information. And I got my different folders out here where I can access my data. All right. And I can manually log in and manually go to that folder and download those documents that are being sent out. Let me go ahead and execute this, run it.

Again, this is going to go out there. It's going to connect up to Salesforce, grab the file out there and eventually build this JSON file to be sent out. Blue is good. The job log, you'll actually be able to read this job log and really see in detail what just occurred. But I'm going to jump down just to keep it pretty quick here. But one file was copied successfully. We had six columns and that took a row set we're building, 27 rows of data. And in that print statement, I'm out there looping through printing them out just in the job log just for reference wise.

But let me show you what that email looks like. And what this is. In fact, let me ... Sorry. I bring this back just for a quick second. I want to bring it over here because you're going to see something. Instead of me navigating in here manually, I'm going to actually click on this link. This is a quick download link. This is something you can enable and you'll see in the bottom left corner it's actually downloading the file from my web user account directly.

So it makes it really easy for the user. If I wasn't logged in and would ask me to log in for those credentials, but I was already logged in and very quickly here, I can actually get into that file I just downloaded, open it up. And here we have the Excel document. Anyhow, so that's a quick little example for you, taking advantage of the Salesforce. SharePoint, just to walk you through this. Again, taking advantage of the Cloud Connectors that you install and you set that resource. Once you have that resource established, you can start connecting up to them.

And for SharePoint it's under Microsoft SharePoint. So right there, you see all the different tasks. What I did here, I defined a directory as a variable, just makes it a little easier for my demonstration here today. But there's the value of it. Here's the file name that I'm going to go grab eventually here. And we're going to walk through this. And for my SharePoint example, it's in a different browser. So, if you have SharePoint, you can see right now what folders are out here.

I have all these different folders one through eight plus a test demo. But we're going to make that connection. So, we're going to authenticate, we're going to create a directory. So taking advantage of that particular action. Again, using those variables to confirm the session ID, the request digest and the folder name. Upload the file, the directory again, using the variables just makes it easier. I did throw it on here just for your reference. And I'm also going to do a download.

One thing I didn't show earlier is that too, when you create these projects and all of these workflows you can actually do quick validation of it, just make sure it compiled at a high level. It does look good. There's blue. I'm going to go ahead and execute that at the same time when I jump over here. And if I refresh this. And looks like I went into it by accident. So, let's go back. And let's see once I refresh. All right.

So there's my webinar test directory. So that was just created as well as the document that was just uploaded. So again, makes it pretty easy to work with SharePoint. Dropbox, another one that's also commonly used by a lot of our customers to be able to work with their accounts out there. And here we're going to go through create workspace, which is a temporary space, put some files into manage them and all that. But then to create a variable that I can use for renaming a folder or renaming a document, et cetera.

So, I'm going to build these date variables and format them here in this format, a year month day for today. The date and time includes everything, including the microseconds there. I have a set var just for the file name. I'm going to use that file name, retrieving that date and time right now. Let's make a directory. So we're going to create other directory out there for today's date, upload some documents into that folder that I just established. So, if you need to do that on the fly, it's pretty easy. And then even maybe want to rename the file.

So again, it's taking advantage of the Dropbox Cloud Connector. Let's go ahead and execute this one. What happened here? Let's see here. Everything should be good. Let me just take a quick look here. Actually I think I was going to do that one on a different server. I apologize. I didn't finish that and that went up over there. That was my bad. Easy enough though. There it is. So same one, same exact flow there. Let's make sure that one looks good. Execute it. All right.

And while that's waiting, if I go to Dropbox, you can see that pop in there really quickly. It's still doing its thing here yet. Now, by going through this folder. There's one from today, 22nd already of October, and I'm in Minnesota where it's snowing out. So, I think we have another five or six inches of snow coming. A little too early for that. But anyhow, nice little example of using Dropbox. This next example, just going to jump down just a little bit here just because of the time-wise. I want to make sure I get through the thing.

I'm just going to walk through this one here, the Votiro scan, as you guys may have some documents that you want to scan, make sure there's no viruses and so forth. We have the different Cloud Connectors out there, Votiro scan. Then also we have a GateScanner. You may even have your own ICAP resource. There's another way to work with those as well to tap into your ICAP resource within a workflow to pass your docs to that, to scan them, to redact information, et cetera.

This is just to take advantage of the Cloud Connector, where we can pass that document. Here's a source file coming in. That file by the way, this is hard-coded, but that file could be coming in through a project or through some monitor folder, user upload a document, et cetera. And we're going to take that file and scan it through Votiro and then the destination of it. So at this point we have this PDF of the JavaScript at the end there, I actually have it renamed, just so it would be a different version there, but sanitized.

So after it's been scanned, at this point, you can deliver that file based on the return codes. Again, I'm moving it there, but you can do different things here because of the different statuses different codes that are coming back. So if it finds several different statuses or events out there you can loop through and print them out, do different things. So, I just want you guys to think with these workflows, you can customize that logic. If this, then that. So based on that return code, what do you want to do with this document?

Here I just rebuilt it, but you want to block it completely, different things like that. So again, very easy there to take advantage of that Cloud Connector. This next one here will take me a little bit of time to walk through it and I want to make sure I get through this one here. And earlier, I did mention about using the secure form, another great way to leverage these different Cloud Connectors. Let's initiate it from a user's point of view. And here we use Jira, it's great for bug tracking, issue tracking, project managements, you name it, right?

And I do have it up right now. So, I have right now my connection to Jira. I have just a couple of different objects created so far, different cases or subject matters there, but let's jump back. And what am I doing here? I mentioned this here is with secure forms. So I'll actually jump all this workflow for now and I'll come back to it. But under services, secure forms, we have this section where you can actually create these forms.

And I do have one called enhancements, and this can be for creating tickets, not just enhancements, but whatever it might be. And you get the name information there, but I'm going to come back to project in a second. This access tab, what's really nice here too regarding these secure forms is that you control where and who can access them. In other words, you could make them public accessed where you can actually have this URL built and this URL be placed on your own website or just email to a customer, et cetera.

The URL is built off of this URL on top. I do have it web plan enabled so my users can also log into the web client like we did earlier, right? Up here, and also run those forms that they've been given permissions to run. And it's also REST enabled, so quick little check of the button there, you click enable those as needed. If you do go through the web client, web users like this, you can control or define what users can use this form as well as the groups.

But the biggest thing here is the components. This section, this is where you get to define or build the questionnaire. If you want to call it that. But this web based form, what information do you need to get from the user that's filling it out. And just put it on the left hand side. You have all these different components, different input type from a checkbox, date dropdown list, multi check box numbers, radio buttons. Where they select the radio button, you have a whole list of options you can select from et cetera.

So, you can actually pick and choose what you want just by dragging and drop it into it. What we have in this form, we have the company name. Let me go ahead and select this. Every parameter that you have in here, every input parameter you have in here is really a variable that can be passed or that will be passed back to your project that you can utilize. So, in other words, like this company name, the very first parameter on top, company, this is being passed back to that project.

So every input of value is being passed back to the project and then you can customize that logic in that workflow, what you want to do with that data. Verify, validate it, take the data, update database table. If you have attached documents, you can grab those, bring them in as well. So, gives you a lot of options there. The label for it, required yes or no, placeholders, and see what kind of information is filling for the placeholder.

If I jump down to ... let's go under the product component. This one we have the variable name, the label, yes it's required, the options, manual. You could also do a database where you query your own tables to bring or build this list dynamically when it runs. And this one has all this, the label, the values being passed, a little description, and if you want a default value, which of the default that is, you select it pretty easily there.

So again, this component section, this information is being collected by the user. And when they're done filling it in, they'll be hitting submit button. All this data is being passed back to a project. So, that brings me to my project tab. This project up on top, which we'll walk through in a second is going to take that information and do something with it. Yes. It's going to call Jira, right? The Cloud Connector.

And then we have some variable values that are defined within this project. Some is predefined here within the project, but these values be overwritten by that secure form. So again, that user's data to take precedence over what's listed here. These are some of the defaults basically. All right. So, let's go take a look at that project. So, here we have this project. Again, a little temporary workspace. We have that format of today's date and time, combining some information just into a print. Here's that create issue.

So again, this is taking advantage of the different options within the Cloud Connector for Jira. We have information coming in, a lot of variables, because again these values are being passed in from the secure form. So the more you may require more you want, whatever it is, grab that data, bring it into it, et cetera. So we're quickly hearing them build and create that issue. So let's take a look at the secure form. This is using the web client again, that URL can be opened up, but going to forms. And I'll zoom in for you.

So, here you can see all the different forms that this particular user has access to right now. All right. So, now you can see that prefilled information just to give you an idea what goes there. A lot of things are stored in memory from the last time I tested it out here. So let's go ahead and just put in their test. That's fine. My name, let me put a good number in here. It's 9529330609, whatever it might be. Product family, the product component. What's nice about this, you can pick and choose a section.

So if you're creating a case to a problem ticket out there, not a problem or in this case an enhancement, but what section, what department, what area is involved with. So I can pick and choose, this is the Cloud Connectors, what do you want to do out here? Since I live in Minnesota and it's snowing out, it looks really crappy outside right now. Option to auto start my car, nothing serious right now, but again, it's what the ticket, what the enhance is about. Provide some detailed information about it. I just want to press a button.

Anyhow, you get the idea. You can fill in the version, the operating system, who it's submitted by, et cetera. These are optional. They don't have the red asterisk by them, but you can make them required pretty easily in that form. Once you have it filled in, the user just has to hit that submit button. That submit button again just ties right back into that project. You can customize this response on top, but here quickly, the form was submitted successfully.

I know it's being processed in the backend. So, if I jump back into my dashboard, there just popped in there. Option to auto start my car. I can click on it. I get more information about it. So again, this could be a ticket. This could be an enhancement request, whatever it might be. And since I'm here, I want to do a quick action just to clean that up. I don't want to leave it out there. All right. There is a quick example of Jira. And let's see here, just to walk through again, another popular thing around creating issues.

And I was thinking about this the other day, is that when you create an enhancement or an issue ticket, you want to know some level of a tracking number. So this is, I'm not going to just run this one but I'll walk through for you. We're going to create that issue just like before. And let's say that user actually attaches a screenshot of the problem or whatever it might be. Well, if you have that option there to grab it a screenshot or a document, one, you can make sure there's a document there with some data in it. So we're checking the size of it, greater than zero. If there is a document there, let's add it to this particular issue.

So, we have this issue create key being created, by the way, I should back up for a quick second. And project key right there, that's what's being created and we're keeping track of all this keys. And if they provide a phone number, this is optional because what you could do is that if there is a phone number in there, we can grab that phone number and we could actually text that person, the confirmation, the project ID, the tracking number. So they know how to track it.

Also in the secure form response, you could also have that issue key responded, we replayed right there back in the top of the screen as you saw earlier, that response message. So, if you have that need to return some type of a tracking an issue key number back to them, it's easily done as well. All right. So far that's been using or utilizing our existing Cloud Connectors. And just to walk through really quickly. Let me get on this one. And if you wanted to create your own.

I don't want to spend too much time here again. What we recommend, if you don't have the Cloud Connector that you need, let us know, contact our support team, they can double check with development. You never know. They may be working on it already if hey have it almost ready or done out there. So that may save you some time. Plus maybe you can actually work with them too as well to maybe create one and get your published out there. But if you do have to create your own, it's not too bad in the sense if you know what you had going on out there.

So here, quick little example. Again, I'm picking Minnesota weather. So let's say weather service. I was going to grab that one right there, hit save. We have some default connections or default actions out here already applied to it. But what I'd like to do is put a text field input in there. This one here this is the label, username required. This is for the connection of that resource and also password. Yes, it's required. All right. So we got a couple of things in there.

The action, as for the action, typically you'll be doing some type of maybe REST post, some sort. So under web services, you can see what we can do. So if you have that action you need to do is drag it right into it. And then you can perform that. You're either, just for quick and simpler today. I am just going to do something a little bit different. Let's do another text field input. The label, let's call this one zip code. And let's change this here. Get weather. All right.

So we have a name out there. And this resource tests I'm not going to change it, but this a great, just some information you can feed back. What's going to happen when you click on it and test it out. Let's quickly validate it. I missed the parameter somewhere in here. Username. Oh, I did. Good dear, Help me out since I missed that one and I probably missed this one too. Password. All right. The validate there. That looks a lot better.

So at this point, when you do the validation also saved it for me. So now at this point I have this set up. I just logged into set up. You could actually see it listed right there. If I go to my resources, I can actually add, create my own resource to it. Once you have that resource defined, you actually see in your list, select it, continue, and here comes the information that's required. I got the username. Actually it's got my name on call. Jumping ahead here. Get weather, username and my password. Now I can test it out.

Again, mine's not really doing much work in the backend there, but again, the goal here is to make sure you are able to connect up to your service out there. Blue is good, so I can actually save and exit. I already have that one. That's from my testing other day. So let's call this one too. All right. So, we call it number two and at this point, you can go in your workflows. You can create that project and under Cloud Connectors, we are able then to build and leverage that in that project, right? And that secret project actually I already was in there I thought.

There we go. Cloud Connector, weather service, get weather, bring that in there. The dropdown, you're going to see that resource. Get weather 2, zip code, validate, execute. Again, we're not really doing too much work with mine here, but the overall goal is to make sure it's blue. And of course look at the job I like to see what I did there as well. But anyhow, there's a quick little walk through of creating your own Cloud Connector. Again, I recommend working with us first before you start going through that process there. All right. I think that was the last thing I want to show. So let's jump back.

Q&A

Kara Zenk:

Great. Thanks, Heath. There was a lot of great examples you shared today with some of our most popular connectors. So, I think we want to move to the Q&A portion now. So, if you'd like to submit a question for our team to answer, you can do so in that questions pane on the control panel, and we'll watch for those to come through. So while we wait, I wanted to thank you all for joining us today. If you like to contact us for any reason, our information there is shared on the screen. So I know there was a couple of questions that were answered during the chat that I wanted to share for others who might be interested. So the first one was, can you talk a little bit about how a customer could migrate from on-prem to the SaaS version and what that might entail?

Chris Spargen:

Yeah. I can hop in and address that one. So currently, that is being flushed out. There's a couple of different ways. I would say that typically when a new customer procures GoAnywhere, as part of that migration process, no two customer migrations are the same. Sometimes there's multiple solutions at play that need to come into GoAnywhere. Sometimes we have customers that want us to do everything where other times customers have maybe a strong group of developers that they have dedicated to the migration project and they're going to run with that.

So, we're currently working that process out to figure out what's going to be most scalable. One thing that like moving or purchasing a new vehicle, sometimes when you've used things for awhile, there are things that are no longer in use. So there's also that I guess, caveat of, if I'm migrating is this an opportunity to clean things up, redesign things to maybe be more efficient or to scale better as if GoAnywhere let's say is as we commonly see being utilized far differently down the road than it was maybe initially procured for. So, there's a lot of variables to consider with that, but we are currently undergoing that process and we'll definitely have a more definitive answer on that in the coming months.

Kara Zenk:

Great. This was another one that was answered, but wanted to share. Are you able to leverage a Cloud Connector for the on-premise instance of SharePoint as well?

Chris Spargen:

Absolutely. Yep. We recently added that to give you the best of both worlds.

Kara Zenk:

How would a customer be able to request or check in on the status to see if our development team is already working on a Cloud Connector? Like I see there's a question about Workday.

Chris Spargen:

Yeah. Yeah. Great question. So, anytime that you have an inquiry like that you could go to our technical support team, you could also ... I guess your account manager that you communicate with would also be able to find that out. We don't have an active list published anywhere, but as we've alluded to these are ... I don't want to say they're easy to create. They take some time, but the concept is laid so we can, or I should say the foundation is laid so conceptually, adding Cloud Connectors in as a scalable exercise for us. But that would be your best way to find the answer to that question.

Kara Zenk:

Great. There's some questions about costs. So do you need to buy a Cloud Connector before you can use it?

Chris Spargen:

Well, before you can use it, you technically could trial our Cloud Connectors, but yes, Cloud Connectors all do come with a varying cost. So you can reach out to your account manager to find out specifically what the Cloud Connector will cost.

Heath Kath:

Yeah, it's basically what a perpetual license. So it's one time cost plus the maintenance on top of that. So from there out.

Kara Zenk:

Great. I see one about, is the GoAnywhere as a service delivered from European region as well?

Chris Spargen:

Yes. On that one. we are worldwide with that we can have different deployment, our ... What's it called? Availability regions within AWS. So, let me just double check that one. Let's circle back around. I want to make sure we're covered there.

Kara Zenk:

Let's see. Just looking through here. I think most these are a little more technical and we can definitely follow-up after the webinar using specific instances. I think we've got most of them answered here.

Heath Kath:

Yeah. I was looking at that workflow too by Mark there was trying to read into that one little a bit for you Mark. But if we have a way to grab that document from wherever it's at there, we should be able to help you automate it, the picking the file up, moving it to a local server or where we need to deliver it to including Box, as you mentioned in there. So, we should be able to upload download from Box drive through the Cloud Connector.

Kara Zenk:

Great. Well, thank you everyone for joining today. If we didn't answer your question, we can follow up with you directly afterward. But again, thank you for your time, Heath and Chris, and appreciate everyone's time.

Heath Kath:

Thanks everyone. Really appreciate it and have a great day.

Chris Spargen:

Take care.

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