Reflection for Secure IT Gateway - Administrator’s Guide > Managing Transfer Sites > How to Create Transfer Sites and Transfer Files > Create a Transfer Site

Create a Transfer Site

The procedure below for adding a transfer uses the New Transfer Site page. This page provides full access to all Transfer Site configuration options. (If you want to exchange files with a single other user, you can also use Quick Add to create a Transfer Site.)

Before you begin

  • To add or edit a Transfer Site, you must be a member of the File Transfer Administrators group, the Administrators group, or any group with the Manage transfer sites role enabled.

To create a Transfer Site

  1. Connect to Gateway Administrator.

  2. From the Transfer Sites tab, click Add to open the New Transfer Site page.

  3. Configure transfer directories.

    Transfer site name: This is the folder name users see in their client.

    Directory name: This determines the name of the physical directory on the Transfer Site file server. This directory is created within the base directory configured for this server. The directory is created when the first user logs into the site. By default, this value is filled in automatically with the Transfer Site name when you move your cursor. In most cases, you should use this default. Specify a different directory if you want your transfer to use an existing directory on the file server. Note: This existing directory must be relative to the base directory.

  4. (Optional) Configure email notification. (To support email notification, email settings must be configured by a Reflection Gateway system administrator.)

    Send email notification: When this is enabled (the default), users you add to this Transfer Site are sent a Transfer Site access email notification when you save this site.

    Custom message: Use this optional field to add additional information to the email message. (The text you enter here replaces the $CUSTOM_MESSAGE$ token in the Transfer Site access email template.)

  5. (Optional) Assign Post Transfer Actions.

    The Add Actions drop-down shows available Post Transfer Actions. The actions you select run only after a successful file upload to this site. If no actions are listed, it means that none have been configured.

  6. Add one or more users to the site. Users you add will see this site when they connect from their client.

    Existing User: Use this area to add existing users or groups to the Transfer Site. They can be in the ReflectionGateway directory, or in any additional LDAP directory that has been added by the Reflection Gateway system administrator.

    New Reflection Gateway User: Use this area to create new Reflection Gateway users. New users are sent an account creation email in addition to a Transfer Site access email when you save this site. (This option might not be visible. You must have the Manage Reflection Gateway users role enabled to view this area.)

  7. (Optional) Configure email notification and user permissions.

    Notifications: Use these icons to specify who will receive email notifications after file uploads ( ) and downloads ( ). Click an icon to enable or disable permissions. Pale gray icons indicate that a permission is disabled.

    Permissions: Use these icons to specify who can upload files ( ), download files ( ), and manage the site ( ). By default, all users are given both upload and download permissions and only the site creator is given management rights.

    NOTE:Members of the Administrators group can view all Transfer Sites. Other users can view only those sites that they have permission to manage.

  8. Click Save.

Related Topics