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GlobalSCAPE Knowledge Base

Event Rule Creation Template

Karla Marsh
EFT

THE INFORMATION IN THIS ARTICLE APPLIES TO:

  • EFT, all versions

DISCUSSION

This document outlines the process and logic used to assist you in the creation and/or modification of an Event Rule for EFT, following a specific business flow model. If you are not familiar with the creation of EFT Event Rules or how to edit an existing Event Rule, please seek guidance from the Globalscape Professional Services team or Support.

General Information

User Story  
User story Name  
Environment  
Scrum Team  
Sprint Required  
Vendor/3rd Party  
FTP, FTPS, or SFTP  
Source file location (UNC Path)  

File(s) Received

Frequency (daily, weekly, monthly, etc.)  
Time  
File Name(s)  
File Format  
Event Rule Name  
Notes (special instructions, if needed)

Complete the following if files are downloaded by Vendor/3rd Party

Location of folder on the FTP/FTPS/SFTP Server  
FTP/FTPS/SFTP Username for Vendor/3rd Party (Read-Only Account)  
File(s) must be deleted as soon as downloaded from FTP/FTPS  Server Yes or No
Allow file to be downloaded multiple times Yes or No
Event Rule Name  

Complete the following if files are uploaded to Vendor/3rd Party

FTP/FTPS DNS/IP  
FTP/FTPS Username  
FTP/FTPS Server directory for file upload  

Retries in case of Failures

Number of retries Example:  5 retries
Frequency of retries Example:  Every 30 seconds
Event Rule Name  

Notifications

Notification Type (e.g. Email / Notification / Event Log)  
Notification Destination (Distribution List and/or Application Log)  

Events

Notification if  file(s) not received (based on frequency and time specified in the General Information table above)

Yes or No

Notification once the file(s) is downloaded or uploaded

Yes or No

For file(s) to be downloaded from _____ - Notification if NOT retrieved

Yes or No.  If Yes, provide the time

For file(s) to be uploaded by ______ - Notification if upload fails

Yes or No.  If Yes, provide the frequency (e.g. just once after all retries have failed or after x number of retries)

Event Rule Name

 

* - Assumption:  The Notification Type and Destination are the same for all configured notifications for a given application.  If this is not the case, provide a copy of the above Events for each Notification Type and/or Destination

Archiving

File(s) must be Archived as soon as received

Yes or No

If the answer is Yes(above), Folder Location/Name

 

If Yes(above), Archive folder needs to be cleaned up

Yes

If Yes(above), provide the frequency (e.g. every x days)

 

Event Rule Name

 
Details
Last Modified: Last Week
Last Modified By: kmarsh
Type: HOWTO
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