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Getting started

This article contains all the information you will need to begin using your new FTP Today site.

There is context sensitive help available on every screen by clicking the question mark. Untitled.jpg

THE MAIN MENU & TAB INTERFACE

On the left of your screen you will see the following MENU. The ham.jpg icon opens and closes the text menu vs. just the icons.

  • cog.jpg Settings - Step through each of the following screens to set up or change the settings as desired. Once you have things set up, you won't likely have to return to the Settings very often.
    • Site Identity (for information only)
    • Service Activation - to enable or disable which TCP/IP protocols are active, including FTP, FTPeS, FTPS, SFTP and HTTPS.
    • Country Access - to add countries from which users can connect.
    • Passwords - to configure default password requirements.
    • File Retention - to configure default purge rules.
    • Email Notifications - to configure and customize email notification parameters.
    • Branding - to upload your logo and choose matching colors.
    • File Sharing - to enable InfiniShare; to allow authenticated users to share links of downloadable files with non-users.
  • activity.jpg Activity - Dashboard and Reports. Provides current activity and historical information.
  • files.jpg Files- For creating and managing folders, as well as transferring files via web browser.
    • Content - This is where you create folders and transfer files. It works just like Windows Explorer in many ways. On a brand new site you will only see the root folder and one other called log_history. You should start in the root folder. Once you have created some other folders, you can visit the other tabs to configure each folder differently

      NOTE: You can't upload files in the root folder, so if you want to create a specific folder structure before creating user accounts, begin by making some new folders in the root. Once below the root, you can organize your sub-folders any way you see fit. You could even upload an entire folder structure from your local file system.

      HINT: If you want one private home directory for each user, you can create the user and the folder simultaneously with the Users - List - Add User button.
    • Edit - Rename a folder, etc. Rarely used, as you name folders when you are creating them and you can also rename them within the Contents explorer-like interface.
    • Access - This is where you assign a user to a folder and edit or change their permissions within that folder.
    • Notifications - IF YOUR SUBSCRIPTION PLAN INCLUDES THIS FEATURE - This is where you can create email notifications to one user or another based on event triggers within a folder. You can even create notifications to Ad Hoc Email addresses that are not associated with any user.
    • Automation - This is currently only used for overriding the Purge rules you may have already set up under Settings - File Retention.
  • users.jpg Users - For creating login accounts for each person or users
    • Access - Assign access and set permissions to certain folders. Same thing you do under Files - Access, but from a different perspective. Most admins prefer using Files - Access as opposed to Users - Access.
    • Restrictions -IF YOUR SUBSCRIPTION PLAN INCLUDES THIS FEATURE - This is where you set up IP address and protocol restrictions at the user-level.
    • Authentication -All users will start with Password Authentication enabled. You can also add SSH Key Authentication, if needed.
    • Roles - This is where you make a user a Site Administrator or a Team Manager (a delegated administration role). Most users have neither of those roles. You may create multiple users with site administrator privileges (as opposed to sharing a login), and this is encouraged so as to track what one administrator did vs. another administrator.

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