Discussion

Using Pega File Manager

About this document

06February2017: From the PDN Support page, https://pdn.pega.com/search/product-support, scroll to the Resources list to see the link to the PDF, Using Pega File Manager, https://pdn.pega.com/documents/using-pega-file-manager. (See the attached screenshot.)

This document is intended to help Pega customers who use the new Pega File Manager that will replace the Pega File Transfer Appliance, effective January 31, 2017.

As a Pega customer, you will typically use Pega File Manager to send and receive large files related to your Support Requests (SRs) with strong security protection.

If you see references to Cerberus in the user interface or in the example screens shown in this document, do not be confused. Cerberus is the brand name of the FTP server that we use to host the Pega File Manager.

Most Pega File Manager features and user interface controls are intuitive; therefore, not every feature is described in this document.

Receiving files

You can receive files from someone using the File Manager in several ways, depending on the sender’s choice of File Manager Share mode:

  • Folder
    • By link
    • By email
  • File
    • By link
    • By email

Receiving a folder through an automatically generated email

Your notification looks like this example.

Receiving a folder through a direct link

Your notification looks like this example.

Hello,

You can access the folder with the files you need here: https://sftpcam.pega.com/public/folder/K_3yxstYDkSckFEgdYwtXg/SR-B9873

Receiving a file through an automatically generated email

Your notification looks like this example.

Receiving a file through a direct link

Your notification looks like this example.

Hello,

You can download the file you need here: https://sftpcam.pega.com/public/file/2V_OywqnMkavzdDJ8RtK2g/DL-63926.zip

Sending files

To send files, follow these steps:

  1. Check whether the file can be attached directly to the SR through My Support Portal.
    This is the preferred method for attaching files.
    If the file is large, compress it as a .zip file or 7z archive before attaching.
  2. If the file is still too large to attach to the SR even after compression, contact the Pega customer support engineer working on your case.
    The GCS engineer will provide a link to a folder where you can upload the file and a password to access the folder.
  3. Click the folder link provided and enter the password.
  4. After you have opened the folder, click Add Files and select your file.
  5. Finally, click Upload Files.
    A progress bar will appear to show the status of the upload.
  6. To preview an uploaded file, click Preview.
    File Manager displays a white screen (Preview window) with the file link at the bottom, similar to a file download.
  7. To download a selected file, click Download.
    File Manager Download works like any browser download.

***Updated by moderator: Lochan to add Group Tag: Blog***

**Moderation Team has archived post**

This post has been archived for educational purposes. Contents and links will no longer be updated. If you have the same/similar question, please write a new post.

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Pega
January 31, 2017 - 11:35am

Since this document is intended to help Pega customers who use the new Pega File Manager, can we have this posted as a PDF?  I've attached the PDF I'm sending to my project team for your use.  Thanks

January 31, 2017 - 12:51pm
Response to DAVIB

Yes, Bruce!
My original plan was to post a PDF of this procedure document to the Product Support page, the Resources list.
The PDF file is attached here.

My high-priority PDN Request to add the PDF link to the Product Support page is pending.

Thanks very much for confirming my initial approach and making it happen! :-)

~Mary

February 1, 2017 - 2:20am

Hi
Maybe that's a silly question but where can I find this application? Is is available via webpage or should it be downloaded?
I can't find a link...
BR
Pawel

EDIT: 
Ok, I somehow missed that:

  1. If the file is still too large to attach to the SR even after compression, contact the Pega customer support engineer working on your case.
    The GCS engineer will provide a link to a folder where you can upload the file and a password to access the folder

So I guess I will have to wait for the link from the engineer, that's an unexpected turn of events :)

February 1, 2017 - 10:52am
Response to PawelG81

That's correct, Pawel: You need to wait to get a file or folder on the FTP site from the GCS customer support engineer who is handling your SR.

Thanks for your good questions and your patience as we all learn this new tool together.

Pega
February 2, 2017 - 7:16am

Can you please clarify whether or not users need to request an account or not?

There is every likelihood a user will browse to the 'Account' tab instead of staying on the 'Home' tab :

 

If users should not be requesting accounts, then should this option to request one not be disabled?

 

 

 

February 2, 2017 - 10:56am
Response to Marije_GCS

Marije, 

Please see the responses to your same question in the GCS internal community discussion regarding the new file-sharing tool, https://mesh.pega.com/docs/DOC-117873#comment-81159.  

As I recommended in that Pega-internal discussion, GCS and other Pega personnel should submit a Pega IT REQ to report bugs, issues, and questions for themselves and on behalf of our customers regarding the new Pega File Manager.

Thanks!

February 6, 2017 - 1:35pm

A Pega colleague (non-GCS) has confirmed that, for sending files, all Pega users do have access to the Pega File Manager sites:

https://sftpcam.pega.com/login
https://sftphyd.pega.com/login 

Log in with your Pega credentials (user name and password).