Setup Example #1: Monitoring Transfers with Another Organization

This example shows how to create a user group that can monitor all transfers between your organization and a partner organization. The configuration in this example uses the following values:

  1. Add the partner's node as an unmanaged node, and add an endpoint.
    To do so, go to Nodes from the Console menu, click List Unmanaged Nodes > New Unmanaged Node. Enter the partner node's information. You can add the partner's node as an unmanaged node without further configuration.

  2. Create a new endpoint with saved login information.
    The addition of a new node creates an endpoint in Console with a wildcard (*@10.0.0.0). Wildcard endpoints require a user to enter login credentials every time the user uses it for a transfer. To create an endpoint with saved login credentials, go to the Endpoints tab and click Add Endpoint. Enter the login credentials for a user on the node and click Create.

    For more information on the actions listed in this step, see Adding Unmanaged Nodes.
  3. Create a group with permission to monitors transfers with the partner's node.
    Go to Groups from the Console menu and click New Group. In the Create New Group page, enter the group's name and description. Click Create when finished.

    When the group is created, select Transfer Path > Add Path. The following is an example of the Transfer Path settings:

    Field Description
    Endpoint1 Choose the Partner's node or endpoint.
    Direction Set to / from for inbound and outbound transfers.
    Endpoint2 Choose Any so that users can make transfers with any node.
    Group permissions Check these options:
    • View transfers started by others
    • Opt-in to email notifications
    Click Create.
    For more information on the tasks listed in this step, see Creating Console Groups.
  4. Create a Console user and add it to the group.

    To create a user account to monitor the transfers, go to Users from the Console menu and click New User. Fill out the form and click Create.



  5. Assign the user to the group.
    In the User Maintenance page's Groups tab, select the group from the drop menu and click Add.

    When logging into Console with this user account, you can monitor all the transfers with the partner's node.
    For more information on the tasks listed in this step, see Creating Console Users.