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2018 GLOBALSCAPE TRAINING OVERVIEW

2018 Globalscape Training Overview | 2

TABLE OF CONTENTSCOURSE AGENDA ..................................................................................................................................... 3

EFT ESSENTIALS COURSE .......................................................................................................................4

EFT ADMINISTRATOR COURSE ............................................................................................................ 5

EFT ADMINISTRATOR COURSE (CONT.) .......................................................................................... 6

EFT AUTOMATION COURSE .................................................................................................................. 7

EFT SECURITY COURSE ...........................................................................................................................8

EFT AWE ESSENTIALS COURSE ............................................................................................................ 9

EFT AWE ADVANCED COURSE .......................................................................................................... 10

EFT INTEGRATION COURSE ..................................................................................................................11

EFT INSIGHT COURSE ..............................................................................................................................11

EFT BAM ESSENTIALS COURSE ...........................................................................................................12

EFT SERVER MIGRATION TOOLS COURSE ....................................................................................13

EFT WEB-BASED ADMIN ESSENTIALS COURSE ...........................................................................13


CertificationName

EFT Professional Certification Package

EFT Administration Certification Package

Course Name EFT Administrator Course EFT Automation Course EFT Security Course EFT AWE

Essentials CourseEFT

Essentials CourseEFT AWE Advanced

Course EFT Integration Course EFT Insight Course EFT BAMEssentials Course

EFT Server Migration Tools Course

EFT Web-based Admin Essentials Course

Duration 2 days 1 day 1 day 1 day 1 day 2 day 1/2 day 1/2 day 1/2 day 1/2 day 1/2 day

Agenda

Introduction to EFT Web Based File Sharing

EFT Event Rules Overview

EFT Security Introduction

EFT & AWE Automation Introduction to EFT EFT & AWE

AutomationIntroduction to EFT

IntegrationEFT InsightIntroduction BAM Introduction EFT Utils Introduction EFT WebAdmin

Introduction

Server Administration Web Transfer Client Administration EFT Event Rules Logic EFT Security

Configuration AWE Fundamentals AWE Fundamentals File Transfers API EFT Insight Installation and Configuration

BAM User Operations

EFT Utils Installation & Configuration

EFT Web Admin Installing and Configuring

ManagingConnections EFT

Sharing Filesand Folders

EFT Event Rules Actions

EFT Security Access Control List AWE Flow control Managing

Connections EFT AWE Flow Control EFT ManagementCOM API

EFT Insight Administration

BAM Administration EFT Utils Use Cases EFT Web Admin

Administration

User Account Management

Workspaces Administration

EFT Event RulesBest practices

EFT SecurityEncryption AWE File operations User Account

Management AWE File Operations EFT Management API EFT Insight Operations

EFT UtilsFeature Review

EFT Web Admin Managing EFT Configuration

Module VFSSending files using Outlook Add-in

EFT DebuggingEvent Rules EFT Security Auditing AWE File Transfers Basic Automation

Event Rules AWE File Transfers EFT VFS-Windows FS as Integration Point EFT Utils Use cases

HSM Module EFT Outlook Add-in Administration

EFT Event Rules integration

EFT Security Best Practices

Web BasedFile Sharing

AWE Files Transformation

Process Integration & Automation EFT Utils Export

AS2 Module Desktop Clients Sharing Filesand Folders AWE Integration EFT Utils Import

DMZ Gateway Mobile Transfer Client Sharing Files UsingOutlook Add-in

AWE Logging and Monitoring EFT Utils Sync

EFT HA Module Accelerate Module Desktop Clients AWE Best practices

Troubleshooting EFT Mobile TransferClient

Administrators

Operations

Support

Development

Security

Architects

Users

Management

COURSE AGENDA


EFT ESSENTIALS COURSECOURSE OVERVIEWThe EFT Essentials Course provides high-level information for everyday administrative guidelines, user account control, and End-User web and non-web clients for file exchanges.

- DevOps• Security

- Security Admins - Associates - Auditors

• Architects• Users

- Partners - End users

• Management - Project Managers - CIO / CTO

PREREQUISITES• None

AGENDA

Module 1: Introduction to EFT• File Transfer Technologies• MFT technologies

- Capabilities File Transfer - Automation

• Deployment Scenarios• EFT Modules • Features• Purpose of EFT • Architecture

- IPv6 - Virtual Machines

- Unicode - IDN

Module 2: Managing Connections to EFT• Protocols

- FTPS - PASV port range - SFTP - HTTPS - FIPS - UTF-8

• Monitor inbound/outbound transfers in real time

• Configuring Site security• File Transfer Reporting

Module 3: User Account Management• EFT accounts• Settings Templates• Security Settings• Permissions Groups• Set Limits

Module 4: Using Web Transfer Client• Exchange files using EFT over HTTP or

HTTPS using a Web browser• Sharing data using Workspaces• Sending files securely (web & outlook

add-in)

Module 5: Web Based File Sharing • Introduction • Accessing WTC• Password Reset• File Management & Filtering• Generate logs

Module 6: Sharing Files and Folders • Introduction Workspaces• Workspaces

- Invitations - Notifications - Permissions - Transactional Workspaces - Activity Reports - Email Interface - Drop-off Portal

Module 7: Sending files using Outlook Add-in• Configuration EFT Outlook Add-In• Sending files • Mail Profiles with Multiple Accounts• Activity Reports

Module 8: Desktop Clients• Transferring files using CuteFTP• Transferring file using scClient

Module 9: Mobile Transfer Client• Introduction to Mobile Transfer Client• Transferring files with MTC

OBJECTIVES • Understand Basic Administration,

configuration, and monitoring of EFT• User Account administration• Use EFT admin console • Define and configure Permissions and Virtual

File System (VFS)• Understanding Authentication and Protocols

configuration• How to create Virtual Directories and why

would they be used• Use EFT clients • Monitor the EFT system

DURATION• 1 day

TARGET AUDIENCE• Administrators

- Administrator (System, User, File Transfer, Network, Storage Admins)

- Application Manager• Operations

- Application Operations - Account Managers

• Support - Support Analyst

• Development - Developers - Engineers


EFT ADMINISTRATOR COURSECOURSE OVERVIEWThe EFT Administrator Course provides full coverage for everyday administrative guidelines, user account control, management, reporting and module configuration, troubleshooting.






• Development - Developers - Engineers - DevOps

• Security - Security Admins - Associates - Auditors

• Architects

DURATION• 2 Days


AGENDA

Module 1: Introduction to EFT• File Transfer Technologies• MFT technologies

- Capabilities File Transfer - Automation

• Deployment Scenarios• EFT Modules • Features• Purpose of EFT • Architecture

- IPv6 - Virtual Machines - Unicode - IDN

Module 2: Server Administration• Installation (MSI and silent installer)• Update Process• Administration Interface• Profiles for Remote Access• Authentication

- Globalscape Authentication - Windows Active Directory

(NTLM/AD) Authentication - LDAP - ODBC - RADIUS

- SAML (WebSSO) - SMS authentication - RSA SecurID - CAC

• Forensics Reports• Admin Management & Delegated

Administration• Viewing Server Statistics• Stopping the EFT Server Service• User Database Refresh Interval• Changing the Server Listening IP

Address and Port• Backup & Restore

Module 3: Managing Connections to EFT• File Transfer Technologies• Protocols Configuration

- FTPS - PASV port range - SFTP - HTTPS - FIPS - UTF-8

• Monitor inbound/outbound transfers in real time

• Configuring Site security• File Transfer Reporting

OBJECTIVES After successfully completing this course, students should be able to:

• Installing, upgrading, and activating EFT

• Administration, configuration, and monitoring of EFT

• Creating and managing user accounts• Troubleshooting connection issues• The Event Rule system• Custom commands• Ways to log and track issues• Limitations of using the

administration interface• Copying and creating backups of

configuration files• Navigating the VFS system• Identifying permissions on the VFS tab

using GS Auth/LDAP/ODBC• AD authentication permissions and how

they work• Creating virtual directories and why they

are used• Troubleshooting login issues for user and/or

administrator accounts• EFT clients


Module 4: User Account Management• EFT accounts• Settings Templates• Security Settings• Permissions Groups• Set Limits

Module 5: VFS• Virtual folders and Access to

remote servers• Home Folders• Permissions Groups • EFS

Module 6: HSM Module• EFT PCI Sites • Stricter security settings

- Expire inactive accounts - Expire passwords - Expiration reminder - Data sanitization

• Reporting - PCI DSS monitor - PCI DSS report - PCI DSS compensating

controls (CCs)

Module 7: AS2 Module• Introduction to AS2• How EFT Supports AS2• AS2 Authentication• Multi-directional AS2 Transactions• Exchange structured business data securely

using the HTTP or HTTPS protocol.

Module 8: DMZ Gateway• Introduction to DMZ Gateway• Installing and Configuring DMZ Gateway• Administering DMZ Gateway• Profile Management• IP Access Management

Module 9: EFT HA• High Availability Overview• Deployments• Server Drain, Maintenance, Auto-Restart• Unicast vs Multicast• High Availability Message Queuing• Installing and Upgrading EFT in

HA cluster• HA Troubleshooting

- Load Balanced Folder Monitor - Performance Tuning in EFT - NAS Storage in HA mode - Mirroring EFT HA Cluster to an another

Cluster - Changing Path to Shared configuration

folder

EFT ADMINISTRATOR COURSE (CONT.)

Module 10: Web Based File Sharing • Introduction • Exchange files using EFT over HTTP

or HTTPS using a Web browser• Accessing WTC• Password Reset• File Management & Filtering• Generate logs

Module 11: Web Transfer Client Administration• Configuring WTC• Localization Settings• Disabling CRC• Terms and conditions• Customizations

Module 12: Sharing Files and Folders • Introduction Workspaces• Workspaces

- Invitations - Notifications - Permissions - Transactional Workspaces - Activity Reports - Email Interface - Drop-off Portal

Module 13: Workspaces Administration• Workspaces Permissions• Workspaces related variables• Workspaces conditions

Module 14: Sending files using Outlook Add-in• Configuration EFT Outlook Add-In• Sending files • Mail Profiles with Multiple Accounts• Activity Reports

Module 15: Sending files using Outlook Add-in• EFT Outlook Add-in Configuration

Module 16: Desktop Clients• Transferring files using CuteFTP• Transferring file using scClient

Module 17: Mobile Transfer Client• Introduction to Mobile Transfer Client• Transferring files with MTC

Module 18: Accelerate Module• Introduction to the Accelerate Module• Configuration and Deployments Scenarios• Acceleration using Even Rules• Using scClient

Module 19: Troubleshooting EFT • Inbound Error Logs• Outbound Error logs• ARM schema and results• WTC Error Messages• Event Rules


EFT AUTOMATION COURSECOURSE OVERVIEWLearn how to leverage EFT Automation features to automate secure file transfers task, minimize and leverage all features that EFT offers. Learn how to build and test automation rules for your organization.

DURATION • 1 days

OBJECTIVES • Understand Event Rules Triggers• Understand Event Rule logic all actions • Be able to write your own rules to exchange

files• Retrigger/Restart file Transfers• Review best practices for event rule creations• Manage and Monitor flow control

of your rules• Debug and test event rules






• Development

- Developers - Engineers - DevOps


• Architects

PREREQUISITES• EFT Administrator Course

AGENDA

Module 1: Event Rules Overview• Introduction of Event Rules• Automation Engines EFT and AWE• Event Rules Triggers

- AS2 Events - Connection Events - File System Events - Operating System Events - Server Site Events - User and Workspaces

• Even Rule flow control and order of execution

Module 2: Event Rules Logic• Hot Folders & Folder Sweep• Condition Logic• Context Variables

Module 3: Event Rules Actions• Offload and download• PGP Operations• File & Folder Operations • Web Services• Clean up• Backup Server Configuration• Stop processing• Compress/Decompress• Custom Commands & Advanced Workflows

execution• Integration with Antivirus and DLP• Generate Reports

Module 4: Event Rules Best practices • Event Rules Best practices• Folder Monitor vs On File upload• Synchronous vs Asynchronous Execution • Creating Context Variables • Passing Context variables between

Automation Engines• Custom Logging with Windows

Event Log

Module 5: Event Rules in HA• Load balancing Event rules execution• Making resilient actions

Module 6: Debugging Event Rules• Event rules Logs• Reports and ARM tables • Import/Export Rules

Module 7: Event Rules integration• Invoke Event rules via Web services• Using file system as queue for processing files


EFT SECURITY COURSECOURSE OVERVIEWThis course you will learn how security is implemented in EFT, this course is intended for individuals that are related to the security team and want to learn about the security options from EFT. This course covers from the basics on the security concepts to advance security configuration that allows organization to achieve compliance and governance of their file transfers.

OBJECTIVES • Understand security concepts for file

transfers technologies• Identify potential security configurations to

be in compliance with industry standards• Review overall architecture and application

security aspects• Understand encryption features• Review and audit configuration and activity • Learn EFT security best practices

DURATION• 1 day








• Architects


AGENDA

Module 1: EFT Security Introduction• Introduction

Module 2: EFT Security Configuration• Configuration• Networking Security

- Firewall - DMZ Configuration

Module 3: EFT Security Access Control List

- File System Permissions

Windows vs User accounts - Security Settings - Users authentication - User accounts - Password storage

Module 4: EFT Security Encryption• SSL• SSH• PGP• EFS• FIPS• Authentication Type Concepts

- RADIUS - RSA - SAML - CAC

Module 5: EFT Security Auditing• Logs and Auditing Database

- ARM tables - Retention Period - Logs

• Report Generation - Admin Reporting - File Transfer reporting - Custom Reports - Automation - PCI

Module 6: EFT Security Best Practices• Security Best Practices

- Account Security Setting - Domain Accounts


EFT AWE ESSENTIALS COURSECOURSE OVERVIEWLearn the basics on how to use advanced workflow module to with current business processes. Understand the basic concepts as well the IDE and some of the most useful actions that can help your organization automating process.

OBJECTIVES • Learn AWE IDE and its basic UI elements• Understand how EFT and AWE

work together • Learn basic concepts like Logic and Flow,

tasks, variables and loops• Learn basic common tasks for File Operations

and transfers

DURATION• 1 day








• Architects

PREREQUISITES• EFT Automation Course

AGENDA

Module 1: EFT Administrator Course Introduction• Course Agenda• Accessing the lab environment• Related Courses

Module 2: EFT & AWE Automation Engine Integration• EFT Server Components• EFT Architecture• EFT event rules, conditions and actions

Module 3: AWE Fundamentals• AWE Basics• AWE Key concepts• Text Manipulation• Expressions

Module 4: Flow control• If and flow conditions• Loops• Timers• Waits

Module 5: File operations• File operations (read, write, move, copy)• Split, Join files• Folder operations

Module 6: File Transfers• FTP Transfers• HTTP transfers


EFT AWE ADVANCED COURSECOURSE OVERVIEWUnderstand advance concepts for AWE module form how to use advanced workflow module to with current business processes to advanced concepts like integration with existing systems. Targeted to audience that wants to learn inside out all the features and capabilities of the AWE module

OBJECTIVES • Learn AWE IDE and its basic UI

elements• Understand how EFT and AWE work

together • Learn basic concepts like Logic and Flow,

tasks, variables and loops• Learn basic common tasks for File

Operations and transfers• Learn advanced concepts like string

manipulation, search, and dates

• Understand how to integrate with Web Servers

• Implement simple text file transformations

• Understand mechanism for Integration with other Systems

• Learn how to debug and use Error handling

• Understand Logging and Monitoring Advanced workflows

• Understand Best practices for coding workflows

DURATION• 2 days



- Application Manager• Development


• Architects

PREREQUISITES• EFT Automation Course

AGENDA

Module 1: EFT Administrator Course Introduction• Course Agenda• Accessing the lab environment• Related Courses

Module 2: EFT & AWE Automation Engine Integration• EFT Server Components• EFT Architecture• EFT event rules, conditions

and actions

Module 3: AWE Fundamentals• AWE Basics• AWE Key concepts• Text Manipulation• Expressions

Module 4: Flow control• If and flow conditions• Loops• Timers• Waits

Module 5: File operations• File operations (read, write, move,

copy)• Split, Join files• Folder operations

Module 6: File Transfers• FTP Transfers• HTTP transfers

Module 7: Files Transformation• Use XML files• Excel File• AWE Crypto and Compression

Module 8: Integration• Database• Web Services• MSMQ

• HTTP REST API• Advanced integration DDE,

DDL and BASIC script• Terminal Session (Telnet, SSH)• Run commands (EXE)• Active Directory• Exchange• Email• IM• Twitter

Module 9: Logging and Monitoring• Windows Event Log• Print• SNMP• Write to logs files (write, rotate filenames)• EFT + AWE verbose logging

Module 10: AWE Best practices• Coding Best practices• Error Handling• Loops• Context variables • AWE vs Custom commands• Email Actions• Arrays• Double quotes strings for

Case/if actions


EFT INTEGRATION COURSECOURSE OVERVIEWHow to interact with EFT directly from your own custom applications using a COM-enabled programming language and integrated development environment (IDE).

OBJECTIVES • Understand how EFT can be integrated with

other systems• Learn different API and methods of

integration• Understand Enterprise Architecture

Implementations, such as SOA, Publisher/Subscribers, Bus, etc

• Explore client side APIs

DURATION• ½ day



- Application Manager• Development


• Architects

PREREQUISITES• EFT Administrator Course• EFT Automation Course• EFT AWE Advanced Course

AGENDA

Module 1: Introduction to EFT Integration• EFT Integration Design Architectures• Use cases

Module 2: File Transfers API• EFT Transfer Engine API• EFT VFS - Windows FS as

Integration Point• EFT File/Folder Operations• CuteFTP COM API

Module 3: EFT Management API• EFT Workspace API• EFT COM API• EFT ODBC Auth as Integration Point

Module 4: Process Integration & Automation• EFT Invoke Event Rule Web Services• EFT ARM as Integration Point• EFT AWE Integration Points• EFT Web Services Action• EFT Custom Commands (EXE),

PowerShell, VBS, C#

EFT INSIGHT COURSECOURSE OVERVIEWThe EFT Insight course provides a full deep dive into EFT insight module, covering from the installation and configuration to its configuration for the day to day usage.

OBJECTIVES • Learn how to install and configure

EFT Insight• Understand EFT Insight administration and

configuration• Learn how to monitor critical data flows• Understand Automated expectations of

business critical process• Segregate data access • Consolidate data from cluster deployments

DURATION• 4 hours







• Users - Partners - End users


PREREQUISITES• EFT Administrator Course or EFT Essentials

Course

AGENDA• EFT Insight Introduction• EFT Insight Installation and configuration• EFT Insight Administration• EFT Insight Operations


EFT BAM ESSENTIALS COURSECOURSE OVERVIEWThe EFT BAM Essentials course provides a full deep dive into EFT BAM module, covering from the installation and configuration to its configuration for the day to day usage.

OBJECTIVES • Learn how to install and configure

EFT BAM• Understand BAM administration

and configuration• Configure Partners/Applications

and Solutions• Understand concepts and how to leverage

SLAs dashboards and Transactions • Learn about Subscriptions and Notifications• Use Reports

DURATION• 4 hours









PREREQUISITES• EFT Administrator Course or

EFT Essentials Course

AGENDA• Introduction to Globalscape BAM• User operations

- Working with the Dashboard - Working with Partners - Working with Applications - Working with EFT Server Transactions - Working with Mail Express

Server Transactions - Working with Solutions - Working with Subscriptions - Working with Service Level Agreements -

Expected Files - Working with Notifications - Working with Reports

• Administration - Installing and configuring Globalscape

BAM - Creating Partners - Creating Applications - Creating Solutions - Working with Dashboard - Working with EFT Server Transactions - Working with Mail Express Server

Transactions - Creating Service Level Agreements -

Expected Files - Creating Subscriptions - Creating Notifications - Security - Access Control - Reports


EFT SERVER MIGRATION TOOLS COURSECOURSE OVERVIEWThe EFT Server Migration Tool course provides a detailed training of the EFT Utilis (a.k.a Sync tool) to users on how to use the tool and some of its typical use cases for migrations or synchronization.

OBJECTIVES • Understand all features options and

configuration parameters of the migration tool.

• Explore different uses cases where sync tool can be used for your organizations

• Exercise and familiarize with exports, imports and synchronizations.

DURATION • 4 hours







• Architects

PREREQUISITES• EFT Administrator Course• EFT Automation Course

AGENDA• Introduction• Installation & Configuration• Use Cases• Feature Review• Use cases• Export• Import• Synchronize

EFT WEB-BASED ADMIN ESSENTIALS COURSECOURSE OVERVIEWThe EFT Web-based Admin Essentials course provides a full coverage how the EFT Web Admin Interface, from how to install and configure, to its day to day usage and deep concepts for operations.

OBJECTIVES • Understand how to install and configure EFT

Web Admin• Learn about its features • Learn about different use cases and typical

deployments.

DURATION• 4 hours







• Architects



PREREQUISITES• EFT Administrator Course or EFT

Essentials Course

AGENDA• Introduction• Installing and configuring• Administration• Managing EFT configuration

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