See also: Frequently Asked Questions for this program within Manufacturer Systems module.
If you regularly upload or download files from/to a remote server or client (PC, CD-ROM or floppy disk), the generic file transfers program enables you to perform the transfer manually or as a scheduled event (timed operation). It enables you to send an e-mail or a file attachment to an individual or mail group, and purge (delete) files after a file transfer. It also enables you to also see who performed the last file transfer, the date and time of the transfer, and whether or not it was successful.
What do you want to do?
Display the File Transfer Editor
Edit and save a file transfer record
Create a file transfer record
Load a file transfer record into the editor
Clone a file transfer record
Amend a file transfer record
Delete a file transfer record
See help about the File Transfer Editor
To display the File Transfer Editor:
Select the Manufacturer systems option and the appropriate manufacturer from the Autoline master menu.
The Operations menu is displayed.
Select the General utilities option.
The MS Utilities menu is displayed.
Select the Generic file transfers option.
The File Transfer Editor is displayed, all fields except File transfer record ID being unselectable.
To edit and save a file transfer record:
Complete the General details group, then complete the other fields on the form.
Note: The FTP login details group fields become editable only if you select FTP as the transfer Method. The entire FTP login details group is replaced by an API copy chunk size group if you select API copy as the transfer method.
Select File > Save record from the menu bar or click the Save the changes toolbar button 
The file transfer record is automatically validated, resulting in one of these outcomes:
If the transfer details are all correct, the record is saved and the File Transfer Editor refreshes with your new or edited record, only the File transfer record ID field being editable.
If the record contains non-fatal validation warnings, the File Transfer Record Validation form is displayed containing a list of them. Closing that form returns you to the File Transfer Editor containing your new or edited record with only the File transfer record ID field editable.
If it transfer record fails to validate, the File Transfer Record Validation form lists the errors and warnings. Closing that form returns you to the File Transfer Editor and you must correct the entered data. You cannot save the record until all validation failures are fixed.
Tip: You can abandon the record creation at any time by selecting File > Cancel changes from the menu bar or clicking the Cancel all changes and revert to original record toolbar button 
You can create a new record either by completing a blank record in the File Transfer Editor or by using the File Transfer Creation Wizard, which organises the process as a series of sequentially displayed tabs broadly equivalent to the editor groups.
What do you want to do?
Create a new record by using the wizard
Create a new record by completing a blank record in the editor
To create a file transfer record by completing a blank record in the editor:
Follow the procedure for Displaying the File Transfer Editor.
The File Transfer Editor is displayed, all fields except File transfer record ID being unselectable.
Select File > Create new record from the menu bar or click the Create new record button 
Note: If you are already editing an existing record, the system displays a confirmation dialog that you must complete before it clears the form and loads the default record (mostly blank).
The New Record Name form is displayed.
Enter the Record ID and Description and click OK. Do not include the company number in the Record ID because that is changeable on the main form.
Tip: Click the ellipsis button ![[...]](Ellipsis.gif){kind=small}
to select from a list of standard record IDs, the Description field also being automatically completed.
You are returned to the File Transfer Editor, its File transfer record ID and Description fields completed.
Edit and save the record.
To clone a file transfer record:
Follow the procedure for loading a record into the File Transfer Editor.
The File Transfer Editor is displayed, containing the selected record, its fields non-editable.
Select File > Clone Record from the menu bar or click the Clone a new record from the selected record toolbar button 
The New Record Name form is displayed.
Enter the Record ID and Description and click OK. Do not include the company number in the Record ID because that is changeable in the File Transfer Editor.
Tip: Click the ellipsis button to select from a list of standard record IDs, the Description field also being automatically completed.
You are returned to the File Transfer Editor, its File transfer record ID and Description fields modified appropriately and its other fields ready for you to edit.
Edit and save the record.
To amend a file transfer record:
Follow the procedure for loading a record into the File Transfer Editor.
The File Transfer Editor is displayed, containing the selected record, its fields non-editable.
Select File > Edit selected record from the menu bar or click the Edit the current record toolbar button 
The fields become editable.
Edit and save the record.
To delete a file transfer record:
Follow the procedure for loading a record into the File Transfer Editor.
The File Transfer Editor is displayed, containing the selected record, its fields non-editable.
Select File > Delete selected record from the menu bar or click the Delete the current record toolbar button 
A dialog box displays the message:
Are you sure that you want to permanently delete the selected item(s)?
Click Yes.
The file transfer record is removed and a dialog box displays the message:
Record deleted.
Click OK.
You are returned to the File Transfer Editor.
This form is displayed when you select the Generic file transfers option on the MS UTILITIES menu. It enables you to create and maintain file transfer records.
Menu Bar and Toolbar
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Create new record | |
Creates a file transfer record |
| File > Clone Record | |
Clones (copies) the file transfer record loaded in the editor |
| File > Open record | Loads a file transfer record into the editor to view, amend, or clone | |
| File > Edit selected record | |
Enables you to Amend the file transfer record loaded in the editor |
| File > Save record | |
Validates the file transfer record and, if it is valid, stores it, otherwise the errors and warnings are listed |
| File > Cancel changes | |
Abandons a record creation or edit |
| File > Delete selected record | |
Enables you to delete the file transfer record |
| File > Exit |  |
Returns you to the MS UTILITIES menu |
| Tools > Record creation wizard |  |
A step-by-step series of tabs guides you through creating a file transfer record |
| Tools > Validate Record |  |
Validates the file transfer record, listing any errors and warnings |
| Utilities > View file transfer table | Displays the file transfer table but does not enable you to add, amend or delete any entries | |
| Help > Help | Displays this help page in a web browser | |
| Help > About | Displays version and copyright information | |
File transfer record ID: Identifies a file transfer record
Tip: Click the File transfer record ID ellipsis button
The form contains seven group boxes, although only six are displayed at a time:
