Contents

About this Book

Before You Begin

Downloading Updated Documentation
Suggested Supplementary Reading

The ECXpert Documentation Set

Release Note
Getting Started Guide
User's Guide
Site Administrator's Handbook
Developer's Handbook
Operations Reference Manual

Audience and Roles
Organization
Conventions Used in This Guide

Actions
Typographic Conventions

Chapter 1 Introducing iPlanet Partner Agent for ECXpert Windows Client Software

The Partner Agent for ECXpert Client/Server System

Partner Agent Server
Partner Agent Client

Partner Agent Client Features and Benefits

Chapter 2 Installing iPlanet Partner Agent for ECXpert Windows Client Software

Installing Partner Agent Windows Client
Setup for Authentication Using VeriSign Class 1 Certificates
Uninstalling Partner Agent Windows Client

Chapter 3 Using the Client Interface and Screens

Starting Partner Agent Windows Client
Exiting Partner Agent Windows Client
User Interface
Manager Screen

Manager Toolbar
View Options
Menu Options

File Menu
Edit Menu
View Menu
Help Menu

Profiles—New Explore Screen

Profiles
Accessing the Profiles - New Explore Screen
Explore Profile
Explore Toolbar
Transferring Files From the Explore Screen

Drag and Drop
Downloading
Uploading

Adding a Profile
Modifying a Profile
Duplicating a Profile
Deleting a Profile
Creating a Shortcut
Exiting the Profiles - New Explore Screen

Progress Screen

Progress Screen Options

Preferences Screen

General Preferences
Transferring Preferences
Scheduling Preferences
Security Preferences
Proxy/Firewall Preferences
Exploring Preferences

Chapter 4 Transferring Files

Submitting Files to ECXpert

Submitting Files to ECXpert using the File Menu
Adding Files
Removing Files
Toggling the Move Feature
Starting a Transfer

Canceling a Transfer
Scheduling a Transfer
Starting a Transfer

Sending Files to Another User

Sending Files using the Explore Screen
Sending Files using the File Menu
Adding Files
Removing Files
Toggling the Move Feature
Starting a Transfer

Canceling a Transfer
Scheduling a Transfer
Starting a Transfer

Receiving Files or Folders from ECXpert

Receiving Files using the Explore Screen
Receiving Files using the Manager Screen

Receiving Files or Folders from Another User

Receiving Files using the Explore Screen
Receiving Files using the Manager Screen

Scheduling File Transfers

Setting an Absolute Time
Repeating Transfers
Setting Time Limits
Using the Advance Schedule

Index