Transfer profiles

A transfer profile is a set of rules that a PeSIT transfer site uses when receiving or sending the files. Before you are able to configure a transfer profile, you need to have an account with a PeSIT transfer site. Then, you can create a transfer profile following the instructions in this section. The final step is to reference it by its name in a subscription that retrieves files from a PeSIT transfer site or sends files directly to one. You can also set a default PeSIT transfer site and transfer profile for each account. If you don't explicitly select a transfer site or a profile in the subscription, SecureTransport will use the default ones to perform the transfer.

Create a transfer profile

Use the following procedure to create a transfer profile.

  1. Select Accounts > User Accounts to see a list of all user accounts.
  2. Click the name of the account to which to add a transfer profile.
  3. Click the Transfer Profiles tab.
  4. Click Add New.
    The transfer profile basic configuration tab is displayed.
  5. If the files that are to be sent and received via the transfer profile have the same characteristics (encoding, record length and format) on the source and target system, you can do so with the basic configuration without activating the advanced properties. See Transfer Profile: Basic Configuration. If you want to set different file transformations based on the transfer direction - incoming or outgoing - you need to enable and configure the Advanced Properties. See Transfer profile: Advanced Properties.
  6. Note In a single transfer profile, you can set either the Basic configuration or the Advanced properties but not both.
  7. Based on you selection in the above step, configure the required properties.
  8. Click Add.
  9. The new transfer profile is added to the list for the user.

Set a default transfer profile for an account

Go the account's Transfer Profiles tab where you should see a list of all transfer profiles configured for that account. Select the one you want to set as default and click the Set Аs Default button.

Edit a transfer profile

Use the following procedure to edit a transfer profile.

  1. Select Accounts > User Accounts.
  2. On the User Accounts page, click the name of the account that owns the transfer profile you want to edit.
  3. Click the Transfer Profiles tab.
  4. Click the name of the transfer profile to edit.
  5. Note Editing a transfer profile does not affect transfers in progress, including transfers that are being retried.
  6. Edit the desired settings.
  7. Note The Edit Transfer Profile page is identical to the Add Transfer Profile page.
  8. Click Save.

Delete a transfer profile

Use the following procedure to delete a transfer profile.

  1. Select Accounts > User Accounts.
  2. On the the User Accounts page, click the name of the account that owns the transfer profile you want to delete.
  3. Click the Transfer Profiles tab.
  4. Select the checkboxes next to the names of the transfer profiles to delete.
  5. Click Delete.

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