Chapter 4   Transferring Files

This chapter describes different ways to transfer files and folders with Partner Agent Client. This chapter also describes how to schedule transfers.

Transferring files or folders can be sending or receiving, (downloading or uploading). Scheduling of transfers is done to optimize resources and for regularly occurring transfers.

The following topics are discussed in this section:

• Submitting Files to ECXpert



• Sending Files to Another User



• Receiving Files or Folders from ECXpert



• Receiving Files or Folders from Another User



• Scheduling File Transfers

Submitting Files to ECXpert

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Use Partner Agent Windows Client to send, i.e., upload, files or groups of files from your machine or network to ECXpert over the Internet, quickly and securely. To send files, use the File menu from the Manager screen or the Explore screen.

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Note	To send files to another user, see "Submitting Files to ECXpert".

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Submitting Files to ECXpert using the File Menu

To send a file to ECXpert from the Manager screen:

1. From the menu, select File > Submit Files to ECXpert.




A Submit Files to ECXpert window displays (Figure 4-1).

Figure 4-1    Submit Files to ECXpert screen

2. If desired, select a submission profile from the Submission Profiles drop-down list.




The URL Settings display the information from the selected profile.







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Note	If you change any of the fields, the profile name is not displayed in the Connection Profiles field.

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3. Enter information in the URL Settings section of the window.




If you are using a profile and do not want to modify any of the settings, skip this step.



1. The Partner Agent Windows Client supports one protocol: ECXFTP. You cannot modify this setting.



2. In the Address field, enter the address of the ECXpert server.




You may specify the exact IP address of the server using the standard dot format, for example 205.164.115.160.



3. Enter the port on which the ECXpert server is listening for a connection in the Port field.



4. Enter your user name in the User field or select the Anonymous checkbox.




If the Anonymous checkbox is selected, this field is not editable and the word anonymous is displayed.



5. Enter your password in the Password field.




If you selected the Anonymous checkbox, enter your user and domain name, for example alien@wigglytreats.org.



6. In the Sender Name field, enter your ECXpert member ID.



7. In the Sender Password field, enter your ECXpert member password.



8. In the Receiver Name field, enter the ID of the ECXpert member to whom you are submitting a file.



9. In the Document Type field, enter the ECXpert document type.




The entire URL for where the file is being sent is displayed next to the word URL.



4. If you want to abort the transfer, click Cancel.



5. To start the transfer, click OK.




After you click OK, the Send File(s) window displays, where you select the files or folders to transfer (Figure 4-2).

Figure 4-2    Send File(s) screen

Adding Files

To select a file to transfer to ECXpert:

1. Click Add Files.




An Open window displays.



2. Browse to locate a file in the Open window.



3. Double-click on the file, to add it to the list of files to send.




The file is added to the list of files to Send (Figure 4-3).

Figure 4-3    Send File(s) screen with a file selected for transfer

Removing Files

1. Select a file from the list of files to send to ECXpert.



2. Click Remove (Figure 4-3).
   
   

Toggling the Move Feature

To have the original file deleted after you upload it, enable the Move feature. When move is enabled, the word yes is displayed in the list of files to send, in the Move column.

To toggle the move feature:

1. Select a File or folder.



2. Click Toggle Move (Figure 4-3).




The move column displays yes or no, depending on what was previously selected.

Starting a Transfer

To transfer the file, either start the transfer or schedule it for another time.

Canceling a Transfer

To cancel the transfer:

1. Select a File or folder.



2. Click Cancel (Figure 4-3).

Scheduling a Transfer

To schedule the upload for a different time:

1. Select a File or folder.



2. Click Schedule (Figure 4-3).




For more information about setting up transfer schedules, see "Scheduling File Transfers".

Starting a Transfer

To start the transfer:

1. Select a File or folder.



2. Click Send (Figure 4-3).




The Client attempts to transfer any files for immediate transfer or queues any files that are scheduled for later.

Sending Files to Another User

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Use Partner Agent Windows Client to send, i.e., upload, files or groups of files from your machine or network to another user over the Internet, quickly and securely. To send files, use the File menu from the Manager screen or the Explore screen.

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Note	To send files to ECXpert, see "Submitting Files to ECXpert".

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Sending Files using the Explore Screen

For instructions on how to send or upload files to a non-ECXpert machine from the Explore screen, see "Transferring Files From the Explore Screen".

Sending Files using the File Menu

To send a file from the Manager screen:

1. From the menu, select File > Send Files.




A Send Files window displays (Figure 4-4).

Figure 4-4    Send Files screen

2. If desired, select a connection profile from the Connection Profiles drop-down list.




The URL Settings display the information from the selected profile.







---

Note	If you change any of the fields, the profile name is not displayed in the Connection Profiles field.

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3. Enter information in the URL Settings section of the window.




If you are using a profile and do not want to modify any of the settings, skip this step.



1. Use the Protocol list to select a transfer protocol: FTP, HTTP, or HTTPS.



2. In the Address field, enter the address of the server to which you would like to send files.




You may specify the exact IP address of the server using the standard dot format, for example 205.164.115.160.



3. Enter the port on which the server is listening for a connection in the Port field.








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Note	Keep in mind your transfer protocol.

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4. Enter your user name in the User field or select the Anonymous checkbox.




If the Anonymous checkbox is selected, this field is not editable and the word anonymous is displayed.



5. Enter your password in the Password field.




If you selected the Anonymous checkbox, enter your user and domain name, for example alien@wigglytreats.org.



6. Enter the path to where you want the file uploaded in the Path field.




The path is the name of the directory to which you want to upload files.







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Note	The path names consist of a list of directories or folders separated by the "/" character. Path names are generally case-sensitive.

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If you specify a directory in the Send Files window, the path may be left empty to specify the root path. On Windows 95/98 and NT, in DOS and in other programs, the "\" character is used in the file paths. Do not use the "\" character in the path field to delimit path names. The FTP standard is "/".



Some examples of path names are as follows:



7. /home/joe/



8. /pub/test/samples



9. /incoming




When specifying path names, remember that all path names are absolute path names, from the root directory of the server. A path name that starts with "/" is not relative to the login directory. Because this window is a form-based way to specify a URL, and the URL standard does not allow for relative path names from the login directory, relative path names are not supported.



The entire URL for where the file is being sent is displayed next to the word URL.



4. If you want to abort the transfer, click Cancel.



5. To start the transfer, click OK.




After you click OK, the Send File(s) window displays where you select the files or folders to transfer (Figure 4-5).

Figure 4-5    Send File(s) screen

Adding Files

To select a file to transfer:

1. Click Add Files.




An Open window displays.



2. Browse to locate a file in the Open window.



3. Double-click on the file, to add it to the list of files to send.




The file is added to the list of files to Send (Figure 4-6).

Figure 4-6    Send File(s) screen with a file selected for transfer

Removing Files

1. Select a file from the list of files to send.



2. Click Remove in the Manager Toolbar (Figure 4-6).

Toggling the Move Feature

To have the original file deleted after you upload it, enable the Move feature. When move is enabled, the word yes is displayed in the list of files to send, in the Move column.

To toggle the move feature:

1. Select a File or folder.



2. Click Toggle Move (Figure 4-6).




The move column displays yes or no, depending on what was previously selected.

Starting a Transfer

To transfer the file, either start the transfer or schedule it for another time.

Canceling a Transfer

To cancel the transfer:

1. Select a File or folder.



2. Click Cancel (Figure 4-3).

Scheduling a Transfer

To schedule the upload for a different time:

1. Select a File or folder.



2. Click Schedule (Figure 4-3).




For more information about setting up transfer schedules, see "Scheduling File Transfers".

Starting a Transfer

To start the transfer:

1. Select a File or folder.



2. Click Send (Figure 4-3).




The Client attempts to transfer any files for immediate transfer or queues any files that are scheduled for later.

Receiving Files or Folders from ECXpert

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To receive files or folders from ECXpert, use the File menu from the Manager screen or the Explore screen.

---

Note	To receive files or folder from another user, see "Receiving Files or Folders from ECXpert".

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Receiving Files using the Explore Screen

For instructions on how to receive or download files from the Explore screen, see "Transferring Files From the Explore Screen".

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Note

You can download files from ECXpert using the Explore screen only when the ECXpert partnership for the specific Sender/Receiver/Document Type uses the FTP protocol and a service that deposits incoming documents into your ECXpert mailbox. If incoming documents are not stored in your ECXpert mailbox, you will not be able to retrieve them using the Explore screen.

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Receiving Files using the Manager Screen

To receive, i.e., download, a file, from ECXpert using the Manager screen:

1. From the menu, select File > Receive Files from ECXpert.




A Receive Files window from ECXpert displays.

Figure 4-7    Receive Files from ECXpert screen

2. If desired, select a connection profile from the Connection Profiles drop-down list.




The URL Settings display the information from the selected profile.







---

Note	If you change any of the fields, the profile name is not displayed in the Connection Profiles field.

---




3. Enter information in the URL Settings section of the window.




If you are using a profile and do not want to modify any of the settings, skip this step.



1. The Partner Agent Windows Client supports one protocol: ECXFTP. You cannot modify this setting.



2. In the Address field, enter the address of the ECXpert server.




You may specify the exact IP address of the server using the standard dot format, for example 205.164.115.160.



3. Enter the port on which the ECXpert server is listening for a connection in the Port field.








---

Note	Keep in mind your transfer protocol.

---



4. Enter your login name in the User field or select the Anonymous checkbox.




If the Anonymous checkbox is selected, this field is not editable and the word anonymous is displayed.



5. Enter your password in the Password field.




If you selected the Anonymous checkbox, enter your user and domain name, for example Imyoung@heart.org.



6. In the Sender Name field, enter the ID of the ECXpert member who is sending you a file.



7. In the Receiver Name field, enter your ECXpert member ID.



8. In the Document Type field, enter the ECXpert document type you will receive.








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Note

If multiple files with the same sender, receiver, and document type are available in the ECXpert system for retrieval, Partner Agent Client can retrieve only one of them at a time. To retrieve more than one file with the same sender, receiver, and document type, schedule downloads at regular intervals ("Repeating Transfers"). ECXpert will mark each file as it is downloaded, until all of the files have all been retrieved.

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9. In the File Prefix field, enter any alphanumeric text that you want to be prepended to the file name when it is received.



10. Enter the path from where the file is to be downloaded, in the Host Path field.




The path is the name of the directory where the file or files are located. Separate multiple entries with Returns, (not commas).







---

Note	The path name consists of a list of directories or folders separated by the "/" character. Path names are generally case-sensitive.

---




If you specify a directory in the Receive Files window, the path may be left empty to specify the root path. On Windows 95 and NT, in DOS and in other programs, the "\" character is used in the file paths. Do not use the "\" character in the path field to delimit path names. The FTP standard is "/".



Some examples of path names are as follows:



11. /home/joe/



12. /pub/test/



13. /incoming




When specifying path names, remember that all path names are absolute path names, from the root directory of the server. A path name that starts with "/" is not relative to the login directory. Because this window is a form-based way to specify a URL, and the URL standard does not allow for relative path names from the login directory, relative path names are not supported.



14. To schedule the download, click Schedule (see "Scheduling File Transfers").




The entire URL for any files being downloaded is displayed next to the word URL.



4. If you want to abort the transfer, click Cancel.



5. To start the transfer, click OK.




After you click OK, Partner Agent attempts to download any files for immediate transfer or queues up any files for scheduled downloading.

Receiving Files or Folders from Another User

---

To receive files or folders from a server over the Internet, use the File menu from the Manager screen or the Explore screen.

---

Note	To receive files or folder from ECXpert, see "Receiving Files or Folders from ECXpert".

---

Receiving Files using the Explore Screen

For instructions on how to receive or download files from the Explore screen, see "Transferring Files From the Explore Screen".

Receiving Files using the Manager Screen

To receive (i.e., download) a file, from the Manager screen:

1. From the menu, select File > Receive Files.




A Receive Files window displays.

Figure 4-8    Receive Files screen

2. If desired, select a connection profile from the Connection Profiles drop-down list.




The URL Settings display the information from the selected profile.







---

Note	If you change any of the fields, the profile name is not displayed in the Connection Profiles field.

---




3. Enter information in the URL Settings section of the window.




If you are using a profile and do not want to modify any of the settings, skip this step.



1. Use the Protocol drop-down list to select a transfer protocol: FTP, HTTP or HTTPS.



2. In the Address field, enter the address of the server from which you would like to download the file or files.




You may specify the exact IP address of the server using the standard dot format, for example 205.164.115.160.



3. Enter the port on which the server is listening for a connection in the Port field.








---

Note	Keep in mind your transfer protocol.

---



4. Enter your user name in the User field or select the Anonymous checkbox.




If the Anonymous checkbox is selected, this field is not editable and the word anonymous is displayed.



5. Enter your password in the Password field.




If you selected the Anonymous checkbox, enter your user and domain name, for example Imyoung@heart.org.



6. Enter the path from where the file is to be downloaded, in the Host Path field.




The path is the name of the directory where the file or files are located. Separate multiple entries with Returns, (not commas).







---

Note	The path name consists of a list of directories or folders separated by the "/" character. Path names are generally case-sensitive.

---




If you specify a directory in the Receive Files window, the path may be left empty to specify the root path. On Windows 95 and NT, in DOS and in other programs, the "\" character is used in the file paths. Do not use the "\" character in the path field to delimit path names. The FTP standard is "/".



Some examples of path names are as follows:



7. /home/joe/



8. /pub/test/



9. /incoming




When specifying path names, remember that all path names are absolute path names, from the root directory of the server. A path name that starts with "/" is not relative to the login directory. Because this window is a form-based way to specify a URL, and the URL standard does not allow for relative path names from the login directory, relative path names are not supported.



10. Enter the name of any files you want to download, in the File(s) field.



11. To delete the file from the server after you download it, select the Move checkbox.



12. To schedule the download, click Schedule (see "Scheduling File Transfers").




The entire URL for any files being downloaded is displayed next to the word URL.



4. If you want to abort the transfer, click Cancel.



5. To start the transfer, click OK.




After you click OK, Partner Agent attempts to download any files for immediate transfer or queues up any files for scheduled downloading.

Scheduling File Transfers

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Partner Agent has a schedule feature that allows you to choose when and how often you want to transfer files. This is especially useful if you are moving large files or folders and want to perform the transfer at the end of the business day when the server is not as busy.

To schedule any transfer:

• When you set up a file transfer, click on
  
  .

A Schedule window displays (Schedule screen, Absolute tab).

Figure 4-9    Schedule screen, Absolute tab

In the scheduling window, you have the following choices for scheduling file transfers:

• Absolute



• Repeat



• Limit

You can also schedule multiple transfers for the same file or folder with the Advance Feature (see "Using the Advance Schedule").

Setting an Absolute Time

An absolute transfer is a one-time transfer for which you set the day and time. To set an absolute transfer:

1. Click on the Date drop-down list.




A calendar appears.



2. Click on the date you want to transfer the file.




Use the left and right pointing arrows to display a different month.



3. To select the time you want the transfer to occur, click the arrow keys next to the Time field.




To adjust hours, minutes or AM/PM, click on the hours, minutes or AM/PM and then click the arrows to adjust the desired time.



4. To schedule multiple transfers, click Advance.



5. To schedule the transfer, click OK.



6. To abort the scheduling —not the transfer—click Cancel.



7. To transfer the file immediately rather than according to a schedule, click Now.




You will return to the Send File(s) screen, from which you can send or cancel the file transfer.

Repeating Transfers

The Repeat feature allows you to set a transfer to occur on a periodic basis from a specific starting date and time. Set the period to be a number of minutes, hours, or days.

To use the Repeat schedule feature:

1. Click on the Repeat tab, in the Schedule window.




The Repeat page displays.

Figure 4-10    Schedule screen, Repeat tab

2. Click on the Start Date drop-down list, to select the start date.




A calendar appears.



3. Click on the date you want to transfer the file.




Use the left and right pointing arrows to display a different month.



4. To select the time for the first transfer to occur, click the arrow keys next to the Start Time field.




To adjust hours, minutes or AM/PM, click on the hours, minutes or AM/PM and then click the arrows to adjust to the desired time.



5. Enter the repeat number in the Repeat every field.



6. Use the drop-down list to select the period: either days, hours, or minutes.



7. To schedule multiple transfers, click Advance.



8. To schedule the transfer, click OK.



9. To abort the scheduling —not the transfer—click Cancel.



10. To transfer the file immediately rather than according to a schedule, click Now.




You will return to the Send File(s) screen, from which you can send or cancel the file transfer.

Setting Time Limits

The Limits feature lets you choose specific values such as the year, month, day, hour, minute.

To use the Limit schedule feature:

1. Click on the Limit tab, in the Schedule window.




The Limit page displays.

Figure 4-11    Schedule screen, Limit tab

2. Use the checkboxes to choose parameters to limit the transfer.




When you select a checkbox, use its arrows or drop-down list to select the desired values.



The Description box describes the limit you have selected.



3. To schedule multiple transfers, click Advance.



4. To schedule the transfer, click OK.



5. To abort the scheduling —not the transfer—click Cancel.



6. To transfer the file immediately rather than according to a schedule, click Now.




You will return to the Send File(s) screen, from which you can send or cancel the file transfer.

Using the Advance Schedule

Use the Advance feature to schedule multiple transfers for the same file. To use the Advance feature:

1. At the bottom of the schedule window, click Advance.




The Advance window displays. Any scheduling that has been set up is displayed in the Scheduled Event List.

Figure 4-12    Schedule screen, Advance Schedule option

2. Click Add to add a scheduled event.




A schedule window displays.



3. Schedule a transfer, according to the instructions in "Setting an Absolute Time", "Repeating Transfers", or "Setting Time Limits".



4. Click OK.




The Advance Schedule window displays with the new entry in the Scheduled Event List.



5. To change a selected entry, click Edit.



6. To remove an entry from the Scheduled Event List, click Delete.



7. Click OK when you are done.



8. To abort the scheduling of the transfer, click Cancel.