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Contacts Window

Once you have set up the server or servers you plan to administer and connect to a server (for information about connecting to a server, see the Connecting to a Local MassTransit Engine and the Connecting to a Remote MassTransit Engine pages), you can start administering that server. Before you can use MassTransit to transfer files, you must add contacts to the Contacts window and configure the communication method you plan to use when calling them. To receive calls, configure your available communication method.


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Viewing Your Contacts



The Contacts window of the MassTransit Administrator not only shows a list of the registered contacts, but also provides information on the number of files received from, sent to, or waiting to send to each contact, as well as the date and status of your last connection with each contact.

To open it:

    a. Open the Window main menu and click on the Contacts window.

-OR-

    b. Click on the Contacts button from the Navigation Bar.


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Contacts Window Options



MassTransit includes all the tools you need to maintain a list of Contacts. Store custom settings and privileges for each remote site in the Contact Window. As you add new contacts to your Contacts window, MassTransit automatically generates mailbox folders for each contact's incoming and outgoing files.

In the Contacts window, you can do the following:

    1. Go to an entry – type the first few letters of that contact name;

    2. Connect to a contact – highlight it and click on the Connect button;

    3. Create a new contact – click on the Add Contact... button and enter the client information;

    4. Create a new group of contacts – click on the Add Group... button and enter the group information;

NOTE:

This action is available in MassTransit HP Server only!

    5. Convert an Ad hoc contact to a Web Client contact – highlight an Ad hoc contact and click on the Convert To Web button;

NOTE:

This action is available only in MassTransit HP Servers that have limited number of web client contact licenses!
Ad hoc contacts do not take from your Web client contact licenses until you convert them to Web client contacts.

    6. Edit a contact information – highlight a contact, click on the Edit... button, and edit the contact information;

    7. Delete a contact – highlight it and click Delete... to delete it from the list;

    8. Open the Files window – click on the Files... button;

    9. Show the contact's mailbox in the Finder or Explorer – click on the Reveal Mailbox button;

   10. Update the contact's file list – click on the Check Mailbox button;

   11. Update the information displayed in the Contacts window – click Resume or close and reopen the Contacts window.

NOTE:

While a name in your Contacts window is highlighted, information such as files received is not updated!

   11. Sorting – click one of the following column headings to sort by that heading: Name, Date, and Result. Click the column heading a second time to reverse the order.

   12. See licenses information – the number of licenses allocated to your server are displayed on the Contacts window in the upper left.

NOTE:

MassTransit HP Servers can connect to their own Web client contacts and to an unlimited number of Ad hoc contacts and other HP Servers. MassTransit SFTP Servers can connect to their own Client contacts.



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Contacts Window Options



The types of MassTransit contacts are:

For MassTransit SFTP


For MassTransit HP




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Types of Contacts


 

NOTE:

The Client contacts are available in MassTransit SFTP only.

Client contacts are all MassTransit SFTP contacts. MassTransit SFTP can use the following communication methods to connect to its Client contacts:

NOTE:

The Client contacts cannot connect the MassTransit SFTP Server to other MassTransit SFTP or HP Server. If you want to send files to HP servers, you need to purchase the HP flavor of MassTransit.

INFO:

For more information about communication methods, see Communications page.



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Client Contacts



To add a new Client entry to your MassTransit SFTP Server, follow these steps:

General Steps
    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. In the Contacts window, click on the Add Contact... button.

        

    3. The Contact Information window appears. In the General tab, enter a name for the Client contact under the "Name" area.

        

    4. Enter the Client information in the "Contact Information" area of the General tab.

        

    5. Under the "Authentication" area, choose the authentication method for the Client:

        

         a. MassTransit – if you select this option, the Client will have to authenticate with the username and password set in the MassTransit Administrator.
         b. Active Directory – this option allows the Client to use his Active Directory credentials to log in to the MassTransit server. If you select this option, a green light should appear when MassTransit finds the domain account. If the domain account cannot be found, a red light appears.

INFO:

For information about creating a contact using Active Directory, see Active Directory Contacts section or Active Directory page.


Setting Mailbox Options
When you add a new contact, MassTransit creates a folder for that contact called mailbox. MassTransit uses this folder to store all the incoming files for that contact.

INFO:

For detailed information about contacts' mailboxes, see the Mailboxes page.

    6. Open the Mailbox tab of the Contact Information window.

        

    7. Select a location for the Client's mailbox. The default location is:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7\User Mailboxes
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server\User Mailboxes
        To configure a different directory for the mailbox, select the Use Custom Mailbox option and click on the Select... button next to it to browse for a custom location.

NOTE:

If you are changing from a custom mailbox to a default mailbox, or changing from one custom mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its contents, you must do so manually using the Windows Explorer.

INFO:

For detailed instructions about configuring a custom mailbox location, see Custom Mailbox Location on Mailboxes page.


Setting Contact Privileges
    8. Open the Security tab of the Contact Information window.

    9. Select the privileges you want to grant to the Client from the following areas:
         a. General Privileges;
         b. SFTP/FTP Privileges.

INFO:

For a detailed information about privileges, see the Contact Privileges section of this page.


Completing the Contact Creation
   10. Click on the OK button in the right bottom corner of the Contact Information window.

   11. The contact creation is complete. The newly created Client contact should appear in the Contacts window.


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Client contacts

 

NOTE:

The Server contacts are available in MassTransit HP only.

Server contacts are all MassTransit contacts created for connecting to other MassTransit servers. You can use various communication methods to connect to other MassTransit servers:

INFO:

For more information about communication methods, see Communications page.



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Adding a New Client Entry



There are two options for adding an HP Server entry to your Contacts window :

    1. Receive a call from a Server which automatically adds an entry in your Contacts window for that Server if security settings allow a connection.

    2. Create a contact for another MassTransit Server and then place a successful call to that Server.

To create a Server contact, follow these steps:

General Steps
    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. In the Contacts window, click on the Add Contact... button.

        

    3. The Contact Information window appears. In the General tab, enter a name for the Client contact under the "Name" area.

        

    4. Enter the Server information in the "Contact Information" area of the General tab.

        

    5. Under the "Entry Is..." area, select the Server option:

        

    6. Under the "Automatic Forwarding" area, if you want to forward automatically all received files from that Server contact to another contact, check the Automatically Forward All Received Files checkbox. Then, select the contact that you want to forward all files to from the To drop-down menu.

        

    7. Under the "Expiration" area, select an expiration period if you want that contact to expire. After the contact is expired, he will be removed from the list in the Contacts window and his mailbox will be deleted.

        

Configuring a Communication Method and Automatic Calls
    8. Open the Outgoing Calls tab of the Contact Information window.

    9. Under the "Outgoing Calls" area, select and configure a communication method for connecting to the server.

        

INFO:

For detailed information about the communication methods, see the Communications page.

   10. In the Password for initial connection to remote server field, enter the password of the remote server for receiving calls from unknown servers.

INFO:

See the Receiving a Call from an Unknown Server section for more information.

   11. The "Multiple Stream Connection ID" area appears if you have selected one of the following communication methods: TCP/IP, TCP/IP Secure, and UDT. MassTransit allows you to divide the communication stream into a few streams. Enter the number of streams that you want the flow to be divided into in the field of this area.

        

   12. In the "Automatically Place Calls" area below, you can set a trigger condition for placing an automatic call to that contact:

        

         a. When number of files to send is at least __ – selecting this option places a call to the Server contact every time the specified number of files to send is reached.
         b. Every __ Day(s)/ Minute(s)/ Hour(s) – this option allows you to set a period for placing an automatic call to the Server contact.
         c. Every day at __ AM/PM – places an automatic call daily at the specified time.
         d. After errors, retry in __ minute(s) and retry __ time(s) before giving up. – in case an error appears and the automatic call cannot be placed when the trigger condition is complete, you can configure the server to retry calling after the specified period. In addition, you can set the number of times the server would retry placing the call.

Setting Mailbox Options
When you add a new contact, MassTransit creates a folder for that contact called mailbox. MassTransit uses this folder to store all the incoming files for that contact.

INFO:

For detailed information about contacts' mailboxes, see the Mailboxes page.

   13. Open the Mailbox tab of the Contact Information window.

        

   14. Select a location for the Server's mailbox. The default location is:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7\User Mailboxes
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server\User Mailboxes
        To configure a different directory for the mailbox, select the Use Custom Mailbox option and click on the Select... button next to it to browse for a custom location.

NOTE:

If you are changing from a custom mailbox to a default mailbox, or changing from one custom mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its contents, you must do so manually using the Windows Explorer.

INFO:

For detailed instructions about configuring a custom mailbox location, see Custom Mailbox Location on Mailboxes page.

   15. Under the "Mailbox Output Folders" area, you can configure an output folder which will appear in the To Send directory of the contact's mailbox. The configured output folders serve to specify the service that the files are a subject of at the receiver. Using these folders, you can print on a remote printer or a hot folder. The names of the folders must be identical to those of devices such as printers or hot folders that the remote contact has defined.

        

         To set a folder, click on the Add Folder... button. Then, enter a name identical to those of devices such as printers or hot folders that the remote contact has defined and type for the folder. There are three folder types available:

        

         a. Print To – this folder type specifies that the files in the folder will be printed at the receiver side.
         b. Output To – for files that will be moved to a different folder at the receiver.
         c. Forward To – for files that will be forwarded to another contact at the receiver side.

         When the folder name and type are configured, click on the OK button to save this setting.

   16. Under the "Mailbox Priority Folders" area, you can specify a folder for each set priority. The specified folders appear in the To Send directory of the contact's mailbox. They define the priority for sending the files.

        

         You can add and remove priority folders using the Add and Remove drop-down menus.

NOTE:

To set priority folders, you need to configure priorities first. Find detailed information about how to do that on the Transferring Files page.


Setting Contact Privileges
   17. Open the Security tab of the Contact Information window.

   18. Select the privileges you want to grant to the Server from the following areas:
         a. General Privileges;
         b. Authentication.

INFO:

For a detailed information about privileges, see the Contact Privileges section of this page.


Completing the Contact Creation
   10. Click on the OK button in the right bottom corner of the Contact Information window.

   11. The contact creation is complete. The newly created Server contact should appear in the Contacts window.


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Receiving a Call from an Unknown Server



A calling Server is considered unknown until added to the receiving Server's Contacts window.

To accept a call from an unknown HP Server, follow these steps:

    1. Open the Setup window by clicking on the Setup button from the Navigation Bar or by selecting the Setup... option from the Window main menu.

    2. In the Setup window, click the Special tab.

    3. In the Server-to-Server Connections area, click the option Accept Calls from Unknown MassTransit Servers.

       

         a. If you check the Require Password checkbox, you can enter a password (in the field next to the Require Password checkbox) which will be required for the calling server the first time they call you. Thereafter, a password will not be required, because MassTransit will recognize the calling Server.

NOTE:

For security, MassTransit encrypts passwords before storing them. As a result, scripts cannot access passwords.

NOTE:

Before calling another Server, make sure that the contact running the software has chosen to receive calls from unknown Servers and ask if a password is required.


If you do NOT want to accept calls from unknown servers, follow the steps above but click the Decline Calls from Unknown MassTransit Servers option in step 3 (Require Password checkbox will be disabled).


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Identifying Your Server



Before connecting to another HP Server, you may want to verify the name to be used by MassTransit to identify yourself to the remote Server.

NOTE:

This name will be used to identify you at all contacts you have.

    1. Open the Setup window by clicking on the Setup button from the Navigation Bar or by selecting the Setup... option from the Window main menu.

    2. In the Setup window, select the Outgoing Calls tab.

    3. Verify or change the name you want to use to identify yourself to the other Servers in the Server Name area of the window.

       


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Connecting to Other Servers



When you have created a Server entry, you can connect to it by following these steps:

    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. In your Contacts window, select the name of the other Server and click on the Connect button. You may need to type a password if the other server has required one.

NOTE:

Before calling another Server, make sure that the contact running the software has chosen to receive calls from unknown Servers and ask if a password is required.

When the connection is made, the calling Server is automatically added to the receiving Server's Contacts window.

INFO:

See the Transferring Files page for information about sending files to a Server.



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Web Client Contacts


 

NOTE:

The Web client contacts are available in MassTransit HP only.

Before creating Web client contacts, you need to configure MTWeb first.

INFO:

You can find detailed steps for the MTWeb installation on the Installing MTWeb 7 page.

Web client contacts connect to the MassTransit server using MTWeb. They have a lot of features which can be configured to suit for different purposes to the different users. They can be set to pick up, drop off, and forward files. Web client contacts can also send a request for files to other contacts, and can fill out job tickets for the files. In addition, you can give Web client contacts permission to forward files to contacts in your Contacts window and choose a Service to process files remotely. Your connection can be secured using Secure Sockets Layer (SSL) technology to provide certificates for authentication and encryption of data during transfer. The number of Web client contacts is restricted by the Web client contact limit that came with your license.


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Supported Web Browsers



The supported web browsers which you can use for connecting in to the MassTransit Server are:

Windows

  • Internet Explorer 7 or higher
  • Firefox 3 or higher

Macintosh

  • Safari 3 or higher
  • Firefox 3 or higher
INFO:

See the ReadMe for the latest information about the browsers you can use to connect to MassTransit over the web.

Once Web client contacts connect to your server via the Internet, they see the MassTransit web pages. By default, the web pages are installed in the folder where the MassTransit application is located in. You may rename the folder containing the web pages or move it to a different location. However, if you do, you must use the Setup window to configure MassTransit to find the folder. See the Moving or Renaming the Web Pages section on the MTWeb page for instructions.


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Adding a New Web Client Contact Entry



To add a new Web client contact to your Contacts window, follow these steps:

General Steps
    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. In the Contacts window, click on the Add Contact... button.

        

    3. The Contact Information window appears. In the General tab, enter a name for the Web client contact under the "Name" area.

        

    4. Enter the Web information in the "Contact Information" area of the General tab.

        

    5. Under the "Entry Is..." area, select the Web Client option:

        

    6. Under the "Authentication" area, choose the authentication method for the Web client contact:

        

         a. MassTransit – if you select this option, the Web client contact will have to authenticate with the username and password set by the administrator.
         b. Active Directory – this option allows the Web client contact to use his Active Directory credentials to log in to the MassTransit server. If you select this option, a green light should appear when MassTransit finds the domain account. If the domain account cannot be found, a red light appears.

INFO:

For information about creating a contact using Active Directory, see Active Directory Contacts section or Active Directory page.

    7. Under the "Automatic Forwarding" area, if you want to forward automatically all received files from that Web client contact to another contact, check the Automatically Forward All Received Files checkbox. Then, select the contact that you want to forward all files to from the To drop-down menu.

        

    8. Under the "Expiration" area, select an expiration period if you want that contact to expire. After the contact is expired, he will be removed from the list in the Contacts window and his mailbox will be deleted.

        

Setting Mailbox Options
When you add a new contact, MassTransit creates a folder for that contact called mailbox. MassTransit uses this folder to store all the incoming files for that contact.

INFO:

For detailed information about contacts' mailboxes, see the Mailboxes page.

    9. Open the Mailbox tab of the Contact Information window.

        

   10. Select a location for the contact's mailbox. The default location is:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7\User Mailboxes
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server\User Mailboxes
        To configure a different directory for the mailbox, select the Use Custom Mailbox option and click on the Select... button next to it to browse for a custom location.

NOTE:

If you are changing from a custom mailbox to a default mailbox, or changing from one custom mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its contents, you must do so manually using the Windows Explorer.

INFO:

For detailed instructions about configuring a custom mailbox location, see Custom Mailbox Location on Mailboxes page.

   11. Under the "Mailbox Output Folders" area, you can configure an output folder which will appear in the To Send directory of the contact's mailbox. The configured output folders serve to specify the service that the files are a subject of at the receiver. Using these folders, you can print on a remote printer or a hot folder. The names of the folders must be identical to those of devices such as printers or hot folders that the remote contact has defined.

        

         To set a folder, click on the Add Folder... button. Then, enter a name identical to those of devices such as printers or hot folders that the remote contact has defined and type for the folder. There are three folder types available:

        

         a. Print To – this folder type specifies that the files in the folder will be printed at the receiver side.
         b. Output To – for files that will be moved to a different folder at the receiver.
         c. Forward To – for files that will be forwarded to another contact at the receiver side.

         When the folder name and type are configured, click on the OK button to save this setting.

   12. Under the "Mailbox Priority Folders" area, you can specify a folder for each set priority. The specified folders appear in the To Send directory of the contact's mailbox. They define the priority for sending the files.

        

         You can add and remove priority folders using the Add and Remove drop-down menus.

NOTE:

To set priority folders, you need to configure priorities first. Find detailed information about how to do that on the Transferring Files page.


Setting Contact Privileges
   13. Open the Security tab of the Contact Information window.

   14. Select the privileges you want to grant to the Web client contact from the following areas:
         a. General Privileges
         b. Web Privileges
         c. Forwarding Privileges
         d. SFTP/FTP Privileges
         e. Services Available to Contact Privileges
         f. Web Log & Files Limit Contact List Privileges

INFO:

For a detailed information about privileges, see the Contact Privileges section of this page.


Completing the Contact Creation
   15. Click on the OK button in the right bottom corner of the Contact Information window.

   16. The contact creation is complete. The newly created Web client contact should appear in the Contacts window.


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Configuring Password Security for Web Client Contacts



Password Rules

By default, MassTransit enforces the following rules to prevent Web client and Ad hoc contacts from using easily guessed passwords.

  • Minimum length = 6
  • Contains at least one character from each of the following sets: English characters, numbers, and non alpha-numeric
    characters (!, $, #, %, etc.)
  • Password does not match or contain the login name or the contact name.

These rules apply to passwords that MassTransit is storing.

  • For contacts already in the Contacts window, the rules apply when they or the administrator change their password.
  • For accounts linked to Active Directory, password rules set up by domain administrators for Active Directory password rules apply.


To disable the password feature globally:
    1. Edit the MassTransit.cfg file. It is located in:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server

    2. Change the ENFORCE_PASSWORD_COMPLEXITY setting from TRUE to FALSE. In addition, make sure you remove the comment characters (%%) at the beginning of the line. The change takes effect when the MassTransit Engine is restarted.
          ENFORCE_PASSWORD_COMPLEXITY=FALSE

Configuring Password Security for Web Client Contacts

You can require Web client contacts to change their password if you wish. To set password changing requirements, follow these steps.

    1. Open the MassTransit HP Setup window by clicking on the Setup button from the Navigation Bar or by selecting the Setup... option from the Window main menu.

    2. In the Setup... window, select the Security tab.

    3. To require Web client contacts to change their password after a set number of days, type the number of days you wish in the field on the Web login passwords are valid for ___day(s) after which users must change their password setting.

       

    4. To require Web client contacts to change their password the first time they log in, place a check in the Force web client users to change their password at first login checkbox.

NOTE:

The Force web client users to change their password at first login option is not applicable for automatically created contacts. Only web client contacts manually created by the server administrator will be forced to change their password.

NOTE:

For security, MassTransit encrypts passwords before storing them. As a result, scripts cannot access passwords...

NOTE:

The rules you set apply to passwords that MassTransit is storing. For accounts linked to Active Directory, domain administrators have already set up certain password rules for Active Directory passwords.




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Automatically created ad hoc contacts



The Ad Hoc delivery feature allows Web client contacts to send files or a request for files to users designated by email addresses that may or may not already have accounts in MassTransit. After logging in to the MassTransit Web (MTWeb) site, Web client contacts are allowed to send files or a request for files to any valid email address. If the entered email address does not belong to an existing contact on the server, an account with that address is automatically created.
All contacts that have been automatically created by the Ad Hoc delivery feature are considered Ad Hoc contacts. There are two types of Ad Hoc contacts:

  • Ad Hoc entries
  • Web entries
NOTE:

The Ad hoc entries are available only in MassTransit HP servers that have limited number of Web client contact licenses. They do NOT take from your Web client licenses. You can have unlimited number of Ad hoc contacts on your server. For users with unlimited number of Web client contact licenses the automatically created contact would be Web entry. The automatically created entry would be Web entry when files or request for files is sent to a valid Active Directory user email, no matter if you have limited web client licenses or not.

Ad hoc entries have General privileges and some of the Web privileges. They can be set to pick up and drop off files, and forward files to the Web client contact that sent them or requested files from them for a first time.Your connection can be secured using Secure Sockets Layer (SSL) technology to provide certificates for authentication and encryption of data during transfer. This type of contacts does not take from your Web client licenses. If you have free Web client contact licenses, you can convert an existing Ad hoc entry to a Web client contact. The converted contact will have the same Web client features available as all other Web client contacts.

The supported web browsers for the Ad hoc contacts are the same as for the Web client contacts.

INFO:

See Supported Web Browsers section on this page for more information.



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Adding a New Ad Hoc Contact Entry



Before creating Ad hoc contacts, you need to configure MTWeb and the Ad Hoc delivery feature first.

INFO:

Find detailed steps for the MTWeb installation on the Installing MTWeb 7 page.
Find detailed steps from configuring the ad hoc delivery feature on the Ad Hoc Delivery page.

Ad hoc contacts can be created only automatically when existing Web client Contacts send files or a request for files to valid arbitrary email addresses.

INFO:

For more information about how to send files and a request for files from the web site, see Web Client User Guide.

You can configure a Web client contact to be used as a profile account for automatically created by the Ad Hoc feature contacts. If the default auto account profile is set, the settings found in the Security tab of the "Contact Information" window (only the ones that are available for Ad hoc contacts) will be propagated to the new Ad hoc contact.

NOTE:

The default auto account profile MUST have the default mailbox option set!


Setting a default ad hoc auto account profile
To set a default auto account profile:

    1. Open the MassTransitEngine.cfg file located in the installation folder of MassTransit. By default, the installation folder is in:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server

    2. Under the AD HOC ADDRESSING CONFIGURATION section in the MassTransitEngine.cfg file, find the ADHOC_AUTO_ACCOUNT_PROFILE= setting.

    3. Enter the user name of an existing web client contact whose settings will be used as default ones for the new Ad hoc contacts, as a value of the ADHOC_AUTO_ACCOUNT_PROFILE= setting as shown below:
         ADHOC_AUTO_ACCOUNT_PROFILE=accountname
         where accountname is the name of the web client contact.

    4. Save and close the MassTransitEngine.cfg file.

    5. In order to apply the changes immediately, restart the MassTransit Service from the Services console (available in Start→All Programs→Administrative Tools)


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Available Configurations for Ad Hoc Contacts



All available configuration settings for Ad hoc contacts are described below:

INFO:

The available configurations for automatically created by the Ad Hoc feature contacts, that are Web entries, are listed in the Adding a New Web client entry section.

General Configurations
    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. In the Contacts window, highlight an existing Ad hoc contact or a Web client contact that would be the default auto account profile.

NOTE:

If the selected Ad hoc contact is created using a default auto account profile, some of the settings may not be editable.

    3. Click on the Edit... button in the Contacts window.

    4. The Contact Information window appears. In the General tab, you can see the name of the contact under the "Name" area. The user names of the Ad hoc entries cannot be modified.

        

    5. Enter or edit the information in the "Contact Information" area of the General tab. The email address of the Ad hoc entries cannot be modified.

        

    6. Under the "Entry Is..." area, the contact type is displayed. For Ad hoc entries:

        

    7. Under the "Authentication" area, the authentication method for the Ad hoc entries is displayed:

        

         a. MassTransit – only this option is available for Ad hoc entries. By default, the used username is the e-mail address of the contact and the password is being dynamically generated. The administrator can change the contact's username and password anytime.

    8. Under the "Automatic Forwarding" area, if you want to forward automatically all received files from that Ad hoc contact to another contact, check the Automatically Forward All Received Files checkbox. Then, select the contact that you want to forward all files to from the To drop-down menu.

        

    9. The "Expiration" area for Ad Hoc entries is disabled.The Ad hoc entries expire when the passkey link for sending/requesting files expires. After the expiration period the contact will be removed from the Contacts window list and his mailbox will be deleted.

        

INFO:

For more information about passkey links, see Email Notification Tokens page.


Setting Mailbox Options
When you add a new contact, MassTransit creates a folder for that contact called mailbox. MassTransit uses this folder to store all the incoming files for that contact.

INFO:

For detailed information about contacts' mailboxes, see the Mailboxes page.

   10. Open the Mailbox tab of the Contact Information window.

        

   11. Select a location for the contact's mailbox. The default location is:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7\User Mailboxes
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server\User Mailboxes

NOTE:

If you are editing the Web client contact that is the default auto account profile, you MUST select the default mailbox location.

        To configure a different directory for the mailbox, select the Use Custom Mailbox option and click on the Select... button next to it to browse for a custom location.

NOTE:

If you are changing from a custom mailbox to a default mailbox, or changing from one custom mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its contents, you must do so manually using the Windows Explorer.

INFO:

For detailed instructions about configuring a custom mailbox location, see Custom Mailbox Location on Mailboxes page.

   12. Under the "Mailbox Output Folders" area, you can configure an output folder which will appear in the To Send directory of the contact's mailbox. The configured output folders serve to specify the service that the files are a subject of at the receiver. Using these folders, you can print on a remote printer or a hot folder. The names of the folders must be identical to those of devices such as printers or hot folders that the remote contact has defined.

        

         To set a folder, click on the Add Folder... button. Then, enter a name identical to those of devices such as printers or hot folders that the remote contact has defined and type for the folder. There are three folder types available:

        

         a. Print To – this folder type specifies that the files in the folder will be printed at the receiver side.
         b. Output To – for files that will be moved to a different folder at the receiver.
         c. Forward To – for files that will be forwarded to another contact at the receiver side.

         When the folder name and type are configured, click on the OK button to save this setting.

   13. Under the "Mailbox Priority Folders" area, you can specify a folder for each set priority. The specified folders appear in the To Send directory of the contact's mailbox. They define the priority for sending the files.

        

         You can add and remove priority folders using the Add and Remove drop-down menus.

NOTE:

To set priority folders, you need to configure priorities first. Find detailed information about how to do that on the Transferring Files page.


Setting Contact Privileges
   14. Open the Security tab of the Contact Information window.

   15. Select the privileges you want to grant to the Ad hoc contact from the following areas:
         a. General Privileges
         b. Web Privileges

INFO:

For a detailed information about privileges, see the Contact Privileges section of this page.


Completing the Contact Configuration
   16. Click on the OK button in the right bottom corner of the Contact Information window. This saves all changes in the window.


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Group of Contacts


 

NOTE:

Groups of contacts are available only in MassTransit HP.

If you are using MassTransit HP, you can send files to a group of contacts at the same time by creating a Group entry in your Contacts window. A group can include anyone in your Contacts window including those who are using the Forward Via communication method.

INFO:

See Forwarding Via for an explanation of the Forward via feature.

NOTE:

The name you choose for the Group appears in your Contacts window. Since Groups are composed of existing entries in your Contacts window, they do not count toward your total number of entries.




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Adding a Group Entry



To add a new Group entry in the Contacts window, follow these steps:

General Steps
    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. In the Contacts window, click on the Add Group... button.

        

    3. The Group Information window appears. In the General tab, enter a name for the Group under the "Name" area.

        

    4. Under the "Group Settings" area, there is a Make group members available to web clients instead of group checkbox. By default, Web client contacts can send files to the Group contact (if the correct privileges are granted) but not to each of the Group members. If you click that checkbox, it will disable Web client contacts to send files simultaneously to the Group members.

        

    5. Under the "Members" area, click on the Add drop-down menu to add new members in the group. To remove members, use the Remove drop-down menu.

        

Setting Mailbox Options
When you add a new contact, MassTransit creates a folder for that contact called mailbox. MassTransit uses this folder to store all the incoming files for that contact.

INFO:

For detailed information about contacts' mailboxes, see the Mailboxes page.

    6. Open the Mailbox tab of the Group Information window.

        

    7. Select a location for the Group's mailbox. The default location is:
         a. for MassTransit HP 7.0:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7\User Mailboxes
         b. for MassTransit HP 7.1 and later:
            i. on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server\User Mailboxes
            ii. on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server\User Mailboxes
        To configure a different directory for the mailbox, select the Use Custom Mailbox option and click on the Select... button next to it to browse for a custom location.

NOTE:

If you are changing from a custom mailbox to a default mailbox, or changing from one custom mailbox to another, MassTransit does not affect your original custom mailbox. To delete or move its contents, you must do so manually using the Windows Explorer.

INFO:

For detailed instructions about configuring a custom mailbox location, see Custom Mailbox Location on Mailboxes page.

    8. Under the "Mailbox Output Folders" area, you can configure an output folder which will appear in the To Send directory of the group's mailbox. The configured output folders serve to specify the service that the files are a subject of at the receiver. Using these folders, you can print on a remote printer or a hot folder. The names of the folders must be identical to those of devices such as printers or hot folders that the remote contact has defined.

        

         To set a folder, click on the Add Folder... button. Then, enter a name identical to those of devices such as printers or hot folders that the remote contact has defined and type for the folder. There are three folder types available:

        

         a. Print To – this folder type specifies that the files in the folder will be printed at the receiver side.
         b. Output To – for files that will be moved to a different folder at the receiver.
         c. Forward To – for files that will be forwarded to another contact at the receiver side.

         When the folder name and type are configured, click on the OK button to save this setting.

    9. Under the "Mailbox Priority Folders" area, you can specify a folder for each set priority. The specified folders appear in the To Send directory of the group's mailbox. They define the priority for sending the files.

        

         You can add and remove priority folders using the Add and Remove drop-down menus.

NOTE:

To set priority folders, you need to configure priorities first. Find detailed information about how to do that on the Transferring Files page.


Completing the Group Creation
   10. Click on the OK button in the right bottom corner of the Group Information window.

   11. The group creation is complete. The newly created Group contact should appear in the Contacts window.


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Using a Group



You use a Group contact to send files just as you do an ordinary entry in the Contacts window including forwarding files to a group.

INFO:

See Forwarding for information about forwarding files.

Files are sent to every member of the group.

You do not set triggers for sending files when you create a Group. Instead, the triggers for each individual group member affect when files are sent for each member of the group.

You may drag files to a Group contact in the Contacts window to designate the file for sending to the Group.

When you display the Group entry in the User Filter, the files you have designated to send to the whole Group are listed in the To Send tab. They are listed, as well, for each individual member in the Group.

In the To Send tab of the Files window, you may select the Group entry and click Add Files or drag files to the Group entry.

Files queued to a group are not marked as Sent until all members of the group have received the files.

Log entries are entered for the Group and each individual member just as they are for other entries.

In MassTransit 7.1 and later, the MassTransitEngine.cfg file contains a new section called "Group Send Settings" with the following option available:
ORIGINATING_USER_EXCLUDED_FROM_GROUP_SEND=
If this setting is set to true, when a member of a group forwards files to the group, everyone in the group except
the originating sender will have the file queued for them. The default value is false.

NOTE:

All lines beginning with "%%" in the MassTransitEngine.cfg file are considered commented and therefore ignored. Please ensure that all settings you change are uncommented (if you see "%%" characters at the beginning of any of the settings you modify, delete them).

The MassTransitEngine.cfg file is located:

  • for MassTransit HP 7.0:
    • on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7
    • on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7
  • for MassTransit HP 7.1 and later:
    • on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server
    • on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server

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Test Client Contact


 

NOTE:

Test Client contact is available in MassTransit SFTP only.

MassTransit SFTP has a Test Client contact that is created by default. It has the same features and capabilities as the rest of your Client contacts. Your Client contacts can use it to log in to the server with the following login credentials:
username: test
password: password

Using this contact grants anonymous access to your server since all users that use it to connect to the server will be authenticated with the same name.

The Test Client contact has the same privileges as the other Client contacts. For more information, see the Client Contacts and Contact Privileges sections of this page.


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Web Client Test Contact


 

NOTE:

The Web Client Test contact is available in MassTransit HP 7.1 and later only.

The Web Client Test contact is a web client contact that is automatically created with new MassTransit HP installations. To be able to use it, you need to configure MTWeb first.

INFO:

You can find detailed steps for the MTWeb installation on the Installing MTWeb 7 page.

The Web Client Test contact has the same features and capabilities as the rest of your Web client contacts and a few additional security privileges that are granted by default:

  • Allow Connect Via Web To Transfer Files;
  • Allow User To Access Log;
  • Allow User To Access Reports.
INFO:

For additional information about contact privileges, please see the Contact Privileges section of this page.

Your Web client contacts can use this account to log into the server with the following login credentials:
username: Test
password: masstransit123!

Using this contact grants anonymous access to your server since all users that use it to connect to the server will be authenticated with the same name.

WARNING:

This test contact is intended for testing purposes only. It is recommended that an individual contact is created for each user who will be accessing the server.



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Generic Clients Contact


 

NOTE:

Generic Clients Contact is available in MassTransit HP only.

MassTransit HP has a Generic Clients contact that is created by default. You can use this client to allow anonymous FTP/SFTP access to your server.

To do that, follow the steps below:

    1. Highlight the Generic Clients contact in your Contacts window and click on the Edit... button to edit it.

    2. When the "Contact Information" appears, open the Security tab in it.

    3. Under the "SFTP/FTP Privileges" area, select one of the following options:

      

  • Access User's Entire Mailbox – allows the users to access their entire mailbox.
  • Access Received Folder Only– allows the user to access the Received folder only from his mailbox.

    NOTE:

    This option is enabled for MassTransit SFTP Clients only.

    INFO:

    See the Mailboxes page for more information about Client's mailboxes.

    4. Click on the OK button in the Contact Information window to save the changes.

Now, anonymous FTP and SFTP users can connect to your MassTransit Server with no password. They should use only the "anonymous" username to log in the server.

WARNING:

Anonymous access to your server is not recommended. It is recommended that an individual contact is created for each user who will be accessing the server.



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Active Directory Contacts



MassTransit implements the automatic Active Directory account management feature that allows setting up MassTransit contacts, forwarding privileges and so on automatically based on existing Active Directory groups. All automatically created by Active Directory contacts are Web client contacts.

INFO:

For detailed information about Active Directory contact management, see the Active Directory page.

MassTransit also allows Active Directory users connected to an Active Directory-enabled MassTransit Servers to authenticate to the MassTransit MTWeb interface without typing a username and password. This technology, known as Single Sign-On (SSO), works with popular browsers on Microsoft Windows and Mac OS X when connecting to an IIS web server.

INFO:

For detailed information about Single Sign-On, see the Active Directory page.



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Contact Privileges



You can assign specific privileges for each contact when you add them to the Contacts window or edit the privileges later. In this section, you can find detailed information about each of the privileges options from the Security tab of the Contact Information window.

General Privileges



All MassTransit contacts have general privileges. Below, you can find information about each of the options.

     

  • Accept Calls From User – lets remote contacts make a connection to your system.
  • Receive Files From User – allows the remote contact to send files to you.
  • Send Files To User – automatically sends files designated for sending each time a connection is made. For more information, see Transferring Files.
  • Allow User To Replace Files – automatically overwrites files of the same name in the contact’s Received folder during file transfer. If you don’t want to overwrite files, you can use a timestamp folder.
  • Automatically Process Received Files – starts processing received files to a service as soon as the files arrive at the Server system. See the Servicespage for information about setting up services.

    NOTE:

    This option is available for HP contacts only.

  • Replace Invalid Characters in File Names – for Windows, permanently converts filenames from Macintosh computers that have invalid Windows characters (such as \ or ?) by substituting dashes (-) for invalid characters. See Correcting for Windows and Macintosh Filename Differences for more information. If this option is not checked, the server does not accept files that have illegal characters in their names. The log receives a message in this case.
  • Compress Files During Transfer– compresses files during the transfer process. MassTransit uses a lossless compression algorithm so there is no change to the file in the transfer process.

    NOTE:

    This option is available for HP contacts only.

  • Use Timestamp Folder When Receiving (not applicable for FTP and SFTP connections) – places files received from a contact in a new folder for each transfer; the folder is named with the date and time.




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Authentication Privileges


 

NOTE:

These privileges are available for Server contacts only.

In the Security tab of the Contact Information window, the "Authentication" area is displayed. You can find under this area the following checkbox: Require Verified Certificate From User.

      

The checkbox is enabled only when a TCP/IP Secure communication method is selected for that Server contact. Checking this option will require a verified certificate from a trusted authority every time the contact connects to your server.

INFO:

See Configuring an SSL Certificate and Configure Trusted Root Certificate Authorities on the Communications page for information about the trusted certificate authorities and how to import certificates.

INFO:

You can find detailed information about the TCP/IP Secure communication method on the Communications page.



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Web Privileges


 

NOTE:

These privileges are available for Web client and Ad hoc contacts only.

      

  • Allow Connection Via Web to Transfer Files – allows file transfers between the Server and the particular Web client or Ad hoc contact.
        - Connection Method– select the communication method you want the Web client/Ad hoc contact to use when connecting to the server from this drop-down menu.

    INFO:

    Find detailed information about communication methods on the Communications page.

        - Encryption Level – this drop-down menu is enabled only when the TCP/IP Secure communication method is selected from the option above. Here, you can specify the level of encryption for the secure connection. The highest level is AES 256.

    INFO:

    Find detailed information about the encryption algorithms and TCP/IP secure on the Communications page.

  • Allow User to Access Log window– check this checkbox when you want the Web client contact to have access to the Log window.

    NOTE:

    This option is not available for Ad hoc contacts.

        - Limit Log to Listed Contacts – limits the contacts the Web client contact sees. You can specify these contacts in the Web Log & Files Limit Contact List privileges area which is enabled only when you check the Limit Log to Listed Contacts checkbox.

  • Allow User To Access Reports – allows the Web client contact to have access to Reports. Checking this checkbox opens the Configure Reportingwindow. This option can be used to allow the administrator(s) of the server to observe its status remotely.

    NOTE:

    This option is not available for Ad hoc contacts.

             

          In the Configure Reporting window, you can select whether to allow access to all reports or to restrict the user to contact-based reports:
             a. Allow user to run all reports including server summaries – selecting this option enables access to all available MassTransit reports.
             b. Restrict user to contact-based reports – enables access to contact-based reports only. If you then click on the Limit contact-based reports to the contacts listed checkbox below, you'll restrict the user to access reports for the specified in the list contacts only. Use the Add and Remove drop-down menus to determine the particular contacts you want the user to see. When you are ready with the reporting configuration, click on the OK button to save the settings.

INFO:

You can find detailed information about Reports on the Tracking page.

  • Allow Repeated Pickup of Files– check this checkbox if you want the files you send to the Web client or Ad hoc contact to stay in the Download Files tab of the MTWeb site until you remove them using the MassTransit Administrator File window or until the contact removes them by clicking the X under Remove on the Download Files tab. This setting allows the Web client/Ad hoc contact to download files multiple times.

    INFO:

    For information about the File window, see the Files Window on the Transferring Files page.

  • Allow Sending Files To Arbitrary Email Addresses– after logging in to the MassTransit Web (MTWeb) site, the Web client contacts are allowed to send files or a request for files to any valid email address. If the entered email address does not belong to an existing contact on the server, an Ad hoc contact with that address will be automatically created.

    NOTE:

    Before selecting this option, you need to have MTWeb and ad hoc delivery features configured on the server first.

    NOTE:

    This setting is not available for Ad hoc contacts.

    INFO:

    For information about the Request Files feature, see the Request Files page.

  • Use Web Job Ticket – allows using a job ticket. Selecting this option opens a "Browse For Folder" window where you need to specify the folder that contains the MassTransit web pages. This is the MTWebfolder and by default it is located in:
    • for MassTransit HP 7.0:
      • on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server 7
      • on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server 7
    • for MassTransit HP 7.1 and later:
      • on 32-bit machines: C:\Program Files\Group Logic\MassTransit Server
      • on 64-bit machines: C:\Program Files (x86)\Group Logic\MassTransit Server

        NOTE:

        This setting is not available for Ad hoc contacts.

            When the folder containing the web pages is selected, the Namedrop-down menu enables. Select a job ticket from the menu.

        INFO:

        For information about the Job Tickets, see the Job Tickets page.



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SFTP/FTP Privileges


 

NOTE:

These privileges are available for HP Web client contacts and SFTP Clients only.

      

  • No SFTP/FTP Access – disables the FTP and the SFTP access of the contact to the server. By default, Web client contacts and Client contacts are allowed to connect via SFTP/FTP (and SFTP/FTP listen must also be configured).
  • Access User's Entire Mailbox – this is the default option for both Web client contacts and Client contacts. It allows the users to access their entire mailbox.
  • Access Received Folder Only – allows the user to access the Receivedfolder only from his mailbox, so that the mailboxes appear as a more traditional FTP mailbox when connecting with FTP. Note that this mode does not affect what files the user will see when logging in with the MassTransit web interface.

    NOTE:

    The Access Received Folder Only option is enabled for MassTransit SFTP Clients, and for web client contacts in MassTransit 7.2 or later.

    INFO:

    See the Client Contacts section and the Mailboxes page for more information about Client's mailboxes.

  • Use SFTP Public Key Authenticationcheckbox – when using SFTP communication method, you can set a public key for server authentication. Checking this checkbox opens a window where you can select the public key file.

    INFO:

    For more information on public / private key pairs, see SFTP Authentication on the Communications page.

In the MassTransit.cfg file located in the MassTransit installation directory, there is also a setting for enabling FTP/SFTP privileges:
    ON_FOR_WEB_CLIENTS_BY_DEFAULT = TRUE
By default, this setting is set to TRUE. Uncomment it and set it to FALSE to change the default behavior (to disallow FTP/SFTP Privileges). You must restart the MassTransit Service to apply changes.


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Forwarding Privileges


 

NOTE:

These privileges are available for Web client contacts only.

      

If you grant forwarding privileges to a Web client contact, he will be able to forward files to particular users.

Select the users the Web client contact will forward files to from the Add drop-down menu. The selected users should appear in the list above the drop-down menu.

To remove users from the forwarding list, select them from the Remove drop-down menu.


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Services Available to Contact Privileges


 

NOTE:

These privileges are available for Web client contacts only.

      

MassTransit allows configuring different services and then assigning them to contacts. To grant privileges for a Web client contact to use a particular service, you need to configure the service first.

INFO:

Find detailed information about Services on the Services page.

After configuring the desired services, you can designate them by selecting them from the Add drop-down menu.

To remove services from the list, select them from the Remove drop-down menu.

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Web Log & Files Limit Contact List Privileges


 

NOTE:

These privileges are available for Web client contacts only.

This area is enabled only when the Limit Log to Listed Contacts checkbox from Web privileges is checked. Here you can specify which users the Web client contact will see log information about.

      

Select the users the Web client contact will see log information about from the Add drop-down menu. The selected users should appear in the list above the drop-down menu.

To remove users from the list, select them from the Remove drop-down menu.


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General Contact Expiration Defaults


 

NOTE:

This configuration is not available on MassTransit SFTP server.

You can configure all contacts to expire by default. To do that, follow the steps below:

    1. Open the Setup window of the MassTransit Administrator by clicking on the Setup button from the Navigation Bar or by selecting the Setup... option from the Window main menu.

    2. Open the Special tab of the Setup window.

    3. Under the Contact Defaults area, check the New contacts expire after __ days check box and enter a number (in days) in the field:

        

    4. Click OK to save the changes.

As a result, all newly created contacts will be configured to expire after the set number of days by default.


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Deleting a Contact



You can delete a contact by following these steps:

    1. Open the Contacts window by clicking on the Contacts button from the Navigation Bar or by selecting the Contacts option from the Window main menu.

    2. Highlight the contact you want to delete in the Contacts window.

    3. Click on the Delete... button.

    4. A dialog box for deletion confirmation appears. Click on the Delete button if you are sure you want to delete the contact. Otherwise, click Cancel.

    5. If you chose to continue the contact deletion, the Remove Mailbox window will appear.

        

         a. Clicking on the Delete button will remove the contact from the list and his mailbox will be erased.
         b. If you click Cancel, the contact and his mailbox will remain.


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