Installation / Upgrade

  • Create an empty database on SQL Server for a new installation.
  • Download the FileXferUtil.*.zip file and extract.
  • Run the FileXferUtil.*.exe installer file as an administrator to install.
  • Run the FileXferSQLDB.exe executable to setup and configure the database.
  • Run the FileXferAdmin.exe executable to configure file transfers.

Security

FileXferUtil.exe and FileXferAdmin.exe always uses windows authentication when connecting to the SQL Server database. Four database roles are created and users / service accounts must be a member of these roles.

These roles are:

  • XferDaemon – Used by service accounts that are transferring files.
  • XferManage – Users of this role can manage all settings in the database via the user interface.
  • XferConfig – Users of this role can view all settings in the database via the user interface.
  • XferReport – Used by the SQL Server Reporting Services account.

These roles can also be configured by FileXferSQLDB.exe.

Users in the db_owner database role or the sysadmin server role are also members of the roles above.

Reporting

  • Upload the .rds and .rdl files from the Setup directory to the SQL Server Reporting Server.
  • Configure the data source connection.
  • Configure the reports data sources to the one configured above.

Configuration

Run FileXferAdmin.exe.

There are 4 main configuration tabs, these are:

  • Remote Hosts – Configure connection details to remote hosts.
  • Transfer Settings – Configure file transfer settings for uploading or downloading.
  • Encryption Settings – Configure files for encryption (uploaded files) or decryption (downloaded files).
  • Application Settings – Configure global application settings.

Once the transfer settings have been configured, an execution command line like FileXferUtil.exe EC033BC2-9144-47B4-B529-F35F633D4AC3 will be available to copy and paste into your scheduler of choice.

To setup email notifications

  • Configure a database mail profile via SQL Server Manager.
  • Configure application setting Email.DBMailProfile with the name of the profile configured above.
  • Configure email templates and filters.
  • Configure notification profiles for each file transfer.