Getting started

This topic provides a workflow for new users of Central Governance to start using the product as a unified-flow management platform for supported Amplify products. This is a high-level outline. Follow the references for more details about tasks.

The Central Governance user documentation assumes you have experience and operational knowledge of the products you register in Central Governance.

Getting started prerequisites

• Central Governance is installed and started. See the installation guide or Configuration and startup.
• You have logged on to the user interface. See Log on.

Getting started tasks

1. Review the services and components that comprise Central Governance. See Architecture.
2. If you did not complete this task during initial configuration of Central Governance, determine whether you need to replace default certificates. Although you can use the default certificates, best practice is to replace the defaults with your own certificates. In any event, make sure you have resolved this before registering any product with Central Governance. See:
   • CA services
   • Business certificate authority
   • Governance certificate authority
3. Add users and assign them roles with appropriate privileges for using the Central Governance user interface or the UIs of registered Transfer CFTs or both. See User management. Note that Central Governance also supports LDAP connectivity. See Identity stores.
4. Become familiar with tasks for basic operations of Central Governance. See:
   • Operations
   • Tools
5. Register Amplify products in Central Governance. Products supported for registration are:
   • Transfer CFT
   • SecureTransport
6. For details see Product registration   below.
6. Learn about flows, the primary objects Central Governance manages. See:
   • Concepts about Central Governance objects
   • Flow concepts
   • Transfer CFT flow concepts
   • SecureTransport flow concepts
7. Learn about using applications, partners and unmanaged products in flows. See:
   • Applications
   • Partners
   • Unmanaged products
8. Create and deploy flows. See:
   • Defining flows
   • Save and deploy a flow
9. If you have used Transfer CFT previously, also see Transfer CFT legacy flows
9. Activate default alert rules, modify alert rules or subscribe to alert rules to receive alerts via email. See Alert rules.
10. Use the view all flows report to monitor file transfers. See Flow and transfer monitoring.
11. Use dashboards to view graphical displays of file-transfer activity. See Dashboards and reports.
12. Make plans for regular purging and archiving of records in the database related to audit reports and monitoring of flow transfers to avoid disk space issues. See Flow monitoring and audit data maintenance.

Product registration  

Central Governance must be installed and running before you can register and manage products. The following sections describe registering products for Central Governance to manage.

• Transfer CFT > Transfer CFT registration
• SecureTransport > SecureTransport

This version of Central Governance is compatible with Transfer CFT 3.1.3 and higher, and SecureTransport 5.3.6 and higher.

Transfer CFT support includes the following operating systems: UNIX, Windows, IBM i (OS/400), HP NonStop, and z/OS (MVS). As a reminder, OpenVMS is not supported.

More help for beginners

In addition to this getting started topic, there is a tutorial that walks beginners through the steps for using Central Governance to perform basic file transfers. The tutorial mostly uses default values and is designed to be completed within a short time. See First file transfer with Transfer CFT, Create a Transfer CFT to SecureTransport flow - PeSIT.