THE INFORMATION IN THIS ARTICLE APPLIES TO:
- EFT Enterprise, all versions
What to ask for when an employee or dept. has a requirement to transfer files from the EFT server
DISCUSSION
Most customers usually create tickets with specific information for file transfers, but struggle with understanding what information should be requested to transfer a file from external clients or to external clients.
Below is an example of a request form showing the sort of information that should be included in a request. Feel free to make it your own.
A Word doc with form fields is attached to this article.
Business Process Request Form
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Requester Details
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Customer Name
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<Client’s Company>
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Project Name
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Requested By
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Requester Email
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Requester Phone
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Test Required
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Yes ☐ No ☐
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Submission Date
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Click here to enter a date.
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Delivery Date
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Click here to enter a date.
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Business Need
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Business Need Description
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Please describe the business need.
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Source File Details
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Internal Path
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Please list the internal files path (UNC)
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Is the file uploaded to MIS/IT?
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Yes ☐ No ☐
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Upload account
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MIX user account
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External Path
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Please list ftp server details if applicable
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External Server Name
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ftp.remoteserver.com
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Location Credentials
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Provide username and password
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List Protocol
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SFTP
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Required Port
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PKA(for SFTP)
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Yes ☐ No ☐
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List Key Name
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Provide key Name
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Source File Mask
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Filesource.txt, *.txt, file*.*, file*.txt
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File Process Details
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File Rename Requirements
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Please list any file rename requirements needed at the destination location.
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File Encryption
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Yes ☐ No ☐
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List Key Name
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Provide key Name
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File Decryption
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Yes ☐ No ☐
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List Key Name
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Provide key Name
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Add Timestamp
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Yes ☐ No ☐
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Timestamp Format
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MMDDYYHHMMSS
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Strip Timestamp
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Yes ☐ No ☐
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Destination File Details
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Destination Type
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Internal UNC ☐ Internal FTP ☐ External Server ☐
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Internal Destination Path
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Please list UNC internal location if applicable
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Internal FTP Server Name
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Location Credentials
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Provide username and password
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List Protocol
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SFTP
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Required Port
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PKA(for SFTP)
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Yes ☐ No ☐
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List Key Name
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Provide key Name
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Destination File Type
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ASCII ☐ Binary ☐
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Required Site Commands
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Please list all special site commands required by the destination host.
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External Server Name
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ftp.externalserver.com
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External Server Credentials
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Provide username and password
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External Destination Path
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Please list UNC external location if applicable
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Additional File Processing
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Please list any additional file processing needed.
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Completion and Signoff
Note: All parties must approve this form prior to any rule going live in the production environment.
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Completed By
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Verified By
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Completion Date
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Click here to enter a date.
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Verified Date
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Click here to enter a date.
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Approved By
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Approval Date
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Click here to enter a date.
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