Configuring Policies for Onward File Transfer › Build Policy Transfer XML Using CA XCOM Management Center

Build Policy Transfer XML Using CA XCOM Management Center

This section explains how to build the Policy Transfer XML using CA XCOM Management Center.

Notes:

• Although you can use the RECEIVEFILE action, we strongly recommend that you always use SENDFILE, SENDJOB, or SENDREPORT instead. This and subsequent sections of this chapter therefore assume the use of the SENDxxxx actions. The RECEIVEFILE action reverses the roles of the local and remote machines, so that the file is sent from the remote machine to the local machine. When using RECEIVEFILE, all information provided below that relates to the local machine will instead apply to the remote machine and vice versa.
• In the Policy Transfer XML, the CA XCOM Data Transport server that is used by CA XCOM Gateway to transmit the files must have access to the CA XCOM Gateway realm storage area. Typically it is the CA XCOM Gateway-allied CA XCOM Data Transport server, but it can be another CA XCOM Data Transport server that has networked file access to the realm storage area. For SENDFILE, SENDJOB, and SENDREPORT actions, this will be the local machine.
• For SENDFILE, SENDJOB, and SENDREPORT actions, the CA XCOM Data Transport server where you want to deliver the files becomes the remote machine.
• You need to add the local CA XCOM Data Transport server and the remote CA XCOM Data Transport server to CA XCOM Management Center. It is assumed that you have already added users, groups, and servers, and have set users and servers to their respective groups. For more information about these admin functions, see the CA XCOM Data Transport Management Center Product Guide.

To build the Policy Transfer XML

1. Log in to CA XCOM Management Center (Programs, CA, CA XCOM Data Transport, ManagementCenter).
2. Go to Schedule Transfer tab.
3. Click Add to add new transfer record.

   The Process Transfer Records page appears.

4. Fill in the required information as follows:

   

   Local Server Name

   This is the name of the local CA XCOM Data Transport system that will be used by CA XCOM Gateway to initiate onward transfers. This system should have access to the CA XCOM Gateway storage area.

   IP Name

   Use the IP address of the local CA XCOM Data Transport server.

5. Click the Edit Transfer Record link.

   The Edit Transfer Record page appears.

   

6. Select the Send File, Send Job, or Send Report action.

   You need to enter the mandatory fields, such as Local File Name, Remote System, and Remote File Name.

   

7. (Mandatory) In the Local System Parameters section, complete the following fields:

   Credential

   Provide the credentials of a user on the local system.

   Important! This user must have the appropriate privilege to extract files from CA XCOM Gateway policies.

   File Name

   CA XCOM Gateway automatically overrides this field with the name of the file uploaded, whenever it initiates the distribution of a file. You can therefore provide any value here. Typically it is set to ANY.

   

8. (Mandatory) In the Remote System Identification and Parameters section, complete the following fields:

   Remote System Identification

   Select the remote system to which you want deliver the file.

   Credential

   Provide the credentials of a user on the remote system.

   File Name

   Enter the file name on the remote system.

9. (Optional) Complete the remaining transfer parameters as required.
10. Click the Update button in the top right hand corner.
11. The main Schedule Transfer page appears, displaying the transfer record that is now ready.
12. If you want the file to be delivered to multiple destinations, repeat all these steps to add more transfer records.
13. Save the configuration file and export it.

    

    Now you can copy and import the Policy Transfer XML that you have created.

14. Go to Copy and Import Policy Transfer XML.