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Mc File Express Scheduler User Guide

The File Express Scheduler User Guide v.7.2, updated on 24 September 2024, outlines changes including updated host names, system requirements, and connectivity details. It provides installation instructions, features of the File Express Scheduler, and troubleshooting tips for network connectivity. The guide emphasizes the importance of the File Express Transfer Engine Windows service for file exchanges and includes specific port information for various regions.

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thiago.zilli
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0% found this document useful (0 votes)
27 views

Mc File Express Scheduler User Guide

The File Express Scheduler User Guide v.7.2, updated on 24 September 2024, outlines changes including updated host names, system requirements, and connectivity details. It provides installation instructions, features of the File Express Scheduler, and troubleshooting tips for network connectivity. The guide emphasizes the importance of the File Express Transfer Engine Windows service for file exchanges and includes specific port information for various regions.

Uploaded by

thiago.zilli
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 43

File Express Scheduler User

Guide
v.7.2

24 September 2024

p_BGUGV
Summary of changes, 24 September 2024

Summary of changes, 24 September 2024


This lists the changes made in the guide since the last publication.

Description of change Where to look


Updated host name to files.mastercard.com and IP Throughout
Address for MFE connectivity on MTF and
Production
Updated the details as follows - File Express Software Package
File Express Transfer Engine Windows Service
Java® Runtime Environment (JRE)

Updated Windows® requirements System Requirements

Removed section Registering for Unattended File


Transfer Authentication Credentials

Java components no longer apply in the procedure Installing File Express

Ports changed to 44322 and 44323 Internet Connectivity


Added South Africa connectivity details

Ports changed to 44323 Testing the SFTP Connection for Production

Ports changed to 44323 Testing the SFTP Connection for MTF

Updated Mastercard File Express Window image About the File Express Scheduler Main Window
Updated Mastercard File Express Window image Starting File Express Scheduler

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 2
Mastercard File Express Scheduler

Chapter 1 Mastercard File Express Scheduler


This section provides a brief explanation of Mastercard File Express Scheduler, its features and
requirements, and explains how to install the application. Information about Internet connectivity and
troubleshooting common network connectivity issues is also included.

File Express Software Package.............................................................................................................................4


File Express Scheduler Features........................................................................................................................... 5
System Requirements.............................................................................................................................................5
New Mastercard Connect Users...........................................................................................................................6
Registering for File Express................................................................................................................................... 6
Installing File Express..............................................................................................................................................7
Starting and Stopping File Express Transfer Engine Service.......................................................................... 8
Uninstalling File Express.........................................................................................................................................8
Internet Connectivity..............................................................................................................................................9
Troubleshooting Network Connectivity.............................................................................................................10
Testing the Domain Name Service for Production URL............................................................................10
Testing the SFTP Connection for Production........................................................................................11
Testing the Domain Name Service for MTF URL....................................................................................... 11
Testing the SFTP Connection for MTF................................................................................................... 12
Testing the Proxy Server.................................................................................................................................12

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 3
Mastercard File Express Scheduler
File Express Software Package

File Express Software Package


The following components are included in the Mastercard File Express software package.
• File Express Transfer Engine Windows Service
With File Express 7.0 and above, the underlying file transfer protocol has been Secure Shell
FTP (SFTP). See the section Internet Connectivity for URLs, port numbers and IP addresses.
The File Express Transfer Engine runs as a Windows service and conducts all file exchange
and configuration management requested by either the File Express Client or File Express
Scheduler user interfaces. When you enable the file exchange schedule defined using the File
Express Scheduler user interface, you can close the File Express Scheduler user interface and
the Transfer Engine Windows service will manage your file exchange schedule.
By default, the File Express Transfer Engine Windows service runs as the Windows Local
System account. This account normally only has permissions to access local system drives. To
access shared network folders, you will need to work with your Windows system
administrator to establish a service account with appropriate permissions to run the File
Express Transfer Engine Windows service and access the desired shared network folders.
Otherwise, your Staging Directories will be limited to local drives.
Since the File Express Transfer Engine runs as a Windows Service, if you select a File Staging
Directory associated with a shared network folder, you must use the universal naming
convention (UNC) notation. Otherwise, the File Express Transfer Engine Windows service will
not be able to access the shared network folder. You must also ensure the user or service
account running the File Express Transfer Engine Windows service has permissions to access
the shared network folder.
• File Express Client
With File Express 7.0 and above, File Express Client is strictly a user interface for initiating
file transfers and specifying custom configuration. The File Express Transfer Engine Windows
service manages the specified configuration and all file exchange initiated using the File
Express Client user interface.
• File Express Scheduler
With File Express 7.0 and above, File Express Scheduler is strictly a user interface for
specifying a file exchange schedule, initiating ad-hoc file transfers and specifying custom
configuration. The File Express Transfer Engine Windows service manages the specified
configuration and scheduled file exchanges.
• Java® Runtime Environment (JRE)
The File Express software package requires any supported JRE version.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 4
Mastercard File Express Scheduler
File Express Scheduler Features

File Express Scheduler Features


File Express Scheduler provides a secure, reliable way for customers to exchange files with
Mastercard in an unattended (automated) mode.
In unattended (automated) mode, users can set up a schedule to exchange files with
Mastercard automatically, with no user intervention required to initiate each exchange. For
attended file transfers, the File Express Client application can be used. In attended file
transfers, users manually initiate each file exchange. For more information about attended file
transfers, see Mastercard File Express Client User Guide.
File Express Scheduler is a Java-based application that allows you to:
• Generate, View, Delete SSH keys
• Define, maintain, and control a custom file exchange schedule. Files are transferred with
Mastercard on this schedule, with no user intervention required.
• View a list of bulk types by endpoint, the bulk type staging directory, next scheduled transfer
time, and last transfer session completion status.
• Specify a staging directory for each bulk type.
• Define a file transfer schedule for each bulk type you exchange with Mastercard through a
given endpoint.
• Specify the schedule for a given bulk type using periodic intervals or a set of specific times.
• Display and print an audit report for a selected file transfer session. The audit report
contains specific file names exchanged, file creation time-stamp, file size, and overall transfer
session status.
• Display and print a transfer log containing a report for every file transfer attempted with the
Mastercard File Express server on a specific day. The transfer log report includes the transfer
date and time, if the transfer was successful or unsuccessful, the endpoint of the file
transferred, bulk type, source file, target file, file size and, if necessary, reason for failure.

System Requirements
File Express users must, at a minimum, have the following system requirements.
• Any Windows® based operating system
• Registered with Mastercard Connect® and have a SecurID® token

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 5
Mastercard File Express Scheduler
New Mastercard Connect Users

New Mastercard Connect Users


If you are a new user, you must register with Mastercard Connect to access Mastercard File
Express software. New users can sign up for Mastercard Connect through the Online
Registration System. Registration is free to Mastercard customers.

Mastercard Connect Registration


To register for Mastercard Connect®, follow these steps:
1. Log on to Mastercard Connect at www.mastercardconnect.com.
2. On the Mastercard Connect landing page, click the Sign Up link in the left panel.
3. Follow the instructions that appear on your screen.
Subsequent access to Mastercard Connect requires only your user ID and password, which are
specified during the enrollment process. A SecurID token (to be used as your password) is
assigned, if required for a Mastercard Connect product that requires higher security level access
like Mastercard File Express.
After you have successfully registered for Mastercard Connect or if you are an existing
Mastercard Connect user, go to the next section “Registering for File Express.”

Registering for File Express


After you have successfully registered for Mastercard Connect or if you are an existing
Mastercard Connect user, follow these steps to order the Mastercard File Express software.

Procedure
1. Log on to Mastercard Connect® at www.mastercardconnect.com.
2. Enter your User ID and Password.
3. Click Store on the main menu (located in the upper-right corner) on the Mastercard Connect
home page.
4. Scroll to or search for Mastercard File Express Software.
5. Click Add to Cart.
A confirmation message appears.
6. Click Cart to display the cart, and then click Checkout to display the Order Details window.
7. Under Order Details, click Review Order, and then click Place Order.
After the appropriate Security Administrator approves the order, it is routed to Mastercard
for processing. The user will have access to File Express Software after Mastercard approves
the order. Once the order is approved, Mastercard File Express Software will appear as an
entry in the Applications menu on the Mastercard Connect home page. Users must have a
SecurID® to use File Express Client. If you do not have a SecurID prior to ordering
Mastercard File Express Software, one will be issued as part of the access approval and
product fulfillment process.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 6
Mastercard File Express Scheduler
Installing File Express

Installing File Express


To download and install the Mastercard File Express Software package, follow these steps.

Before you begin


To access Mastercard Connect® and to download Mastercard File Express Software, you must
use your Mastercard Connect user ID and SecurID®.

About this task


The File Express Transfer Engine Windows service, Client and Scheduler applications are
conveniently bundled in the Mastercard File Express software package.

NOTE: It is recommended to uninstall the earlier File Express version after you install File Express
version 7.0 and above. That will ensure any configuration customizations made to earlier versions of
File Express are retained. Once you fully transition to the new version of File Express, you may then
uninstall the earlier version of File Express at your convenience.
If you already have File Express installed, follow the steps as described in Uninstalling File Express to
uninstall it first before installing the new version.

Procedure
1. Go to Mastercard Connect at www.mastercardconnect.com.
2. On the My Apps window, click Mastercard File Express Software. The download page
appears. Note that you may also access and download the Mastercard File Express User
Guides from the download page.
3. Click the Mastercard File Express Software Package link, and then follow the instructions
on your screen to download the software package.
4. Once the download is complete, click Open or Run this program from its current location to
launch the InstallShield® Wizard.
5. When the InstallShield® Wizard starts, click Next.
The License Agreement dialog box appears.
6. Click I accept the terms of the license agreement option, and then click Next.
The Ready to Install the Program dialog box appears.
7. Click Install to begin the installation.
8. After the installation is complete, you will be prompted as to whether or not to start the File
Express Transfer Engine Windows service.
– Click Yes to start the service using the Windows Local System account.
– Click No if you wish to configure the service to run using a different Windows account.
The InstallShield® Wizard Complete dialog box appears.
9. Click Finish to exit the wizard.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 7
Mastercard File Express Scheduler
Starting and Stopping File Express Transfer Engine Service

Results
The File Express Transfer Engine Windows service is a required part of the installation of
Mastercard File Express and must be running in order to use the Files Express Client and
Scheduler applications. See Starting and Stopping File Express Transfer Engine Service for
details about manually starting and stopping the Transfer Engine.

Starting and Stopping File Express Transfer Engine Service


The following steps outline the procedures for starting or stopping the File Express Transfer
Engine.

Procedure
1. Go to the system Control Panel.
2. Click the Administrative Tools icon, and then double-click the Services icon.
3. In the Services list, navigate to the service name MFETransferEngine.
4. Right-click MFETransferEngine and select one of the following:
– Start—starts the MFETransferEngine
– Stop—stops the MFETransferEngine
5. Close the Services window when finished.

Uninstalling File Express


To uninstall File Express, follow these steps. Depending on which version of Windows you are
using, these steps may vary slightly. Don't delete the existing mfeprofile.xml file under
C:\MFE70 folder if you have made custom configurations. The configurations will be migrated
to the new version.

Procedure
1. Stop the File Express Transfer Engine before you uninstall File Express. See Starting and
Stopping File Express Transfer Engine Service.
2. Click Start, Control Panel, then select Programs and Features.
The Programs and Features window appears.
3. In the list of currently installed programs, select the version of Mastercard File Express you
want to uninstall, and then click Uninstall.
4. Follow the instructions on your screen to remove File Express from your computer.
The system will confirm that File Express has been successfully uninstalled from your
computer.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 8
Mastercard File Express Scheduler
Internet Connectivity

Internet Connectivity
The File Express Transfer Engine Windows Service exchanges files with Mastercard using the
SFTP protocol. Your firewalls, proxy servers, or both must allow outbound Transmission Control
Protocol (TCP) traffic on ports 44322 and 44323.
The following table provides the public Uniform Resource Locators (URLs).

Application Name (URL) Port IP Address


File Express Client • Production: files.mastercard.com 44322 • Production:
• Test: mtf.files.mastercard.com 216.119.219.66
• Test: 216.119.218.19

File Express Scheduler • Production: files.mastercard.com 44323 • Production:


• Test: mtf.files.mastercard.com 216.119.219.66
• Test: 216.119.218.19

The following table provides customers in India the public Uniform Resource Locators.

Application Name (URL) Port IP Address


File Express Client • Production: 44322 • Production: 45.115.129.50
files.mastercard.co.in • Test: 45.115.129.51
• Test:
mtf.files.mastercard.co.in

File Express • Production: 44323 • Production: 45.115.129.50


Scheduler files.mastercard.co.in • Test: 45.115.129.51
• Test:
mtf.files.mastercard.co.in

The following table provides customers in South Africa the public Uniform Resource Locators.

Application Name (URL) Port IP Address


File Express Client • Production: 44322 • Production: 102.212.184.7 and
files.mastercard.co.za 102.212.185.7
• Test: • Test: 102.212.184.6 and
mtf.files.mastercard.co.za 102.212.185.6

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 9
Mastercard File Express Scheduler
Troubleshooting Network Connectivity

Application Name (URL) Port IP Address


File Express • Production: 44323 • Production: 102.212.184.7 and
Scheduler files.mastercard.co.za 102.212.185.7
• Test: • Test: 102.212.184.6 and
mtf.files.mastercard.co.za 102.212.185.6

Troubleshooting Network Connectivity


There are several tests, including testing the domain name service (DNS), SFTP connection, and
proxy server that users can use to resolve Mastercard File Express connectivity issues.

NOTE:
Contact Network Administrator for testing the SFTP connection for production and MTF environment.

Testing the Domain Name Service for Production URL


Perform the domain name service (DNS) test if you are using the File Express Scheduler to
authenticate to the Mastercard File Express server and you suspect the DNS is not resolving the
host name for “files.mastercard.com” to the IP address.

Procedure
1. Click Start, and then click Run to open the Run dialog box.
2. In the Open box, type cmd, and then click OK.
The Command Prompt window appears.
3. Run the command nslookup files.mastercard.com.
If this command is successful, the output will include the following text.

NOTE: In case, output displays: can’t find files.mastercard.com: Non-existent domain? Network
Administrator should diagnose why your network DNS is not able to resolve the Mastercard File
Express URL to its IP address.

What to do next
If you could resolve the DNS host name for “files.mastercard.com” to IP Address
216.119.219.66, and still cannot authenticate, proceed to the next section Testing the SFTP
Connection for Production section.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 10
Mastercard File Express Scheduler
Testing the SFTP Connection for Production

Testing the SFTP Connection for Production


Perform the following test to verify whether a SFTP connection can be made to the Mastercard
File Express server using the host name ‘files.mastercard.com’ and port 44323.

Procedure
1. From the Windows Start menu, click Run.
The Run dialog box appears.
2. In the Open box, type cmd, and then click OK.
The Command Prompt window appears.
3. Run the command “telnet files.mastercard.com 44323”.
The output will display the following text: “SSH-2.0-SSHD”.

NOTE: If you are unable to connect to port 44323, Network Administration should diagnose why
SFTP connection denies access to your system. Probably, the network firewalls or routers are
preventing your system from connecting to“files.mastercard.com” on port 44323.

NOTE: All India customers may use the same steps above to test connectivity, but the host name
and port in the command would be India host name and port.
– nslookup files.mastercard.co.in
– telnet files.mastercard.co.in 44323

Testing the Domain Name Service for MTF URL

About this task


Perform the Domain Name Service (DNS) test if you are using the File Express Client to
authenticate to the Mastercard File Express server and you suspect the DNS is not resolving the
host name for mtf.files.mastercard.com to the IP address.

Procedure
1. From the Windows Start menu, click Run.
The Run dialog box appears.
2. In the Open box, type “cmd”, and then click OK.
The Command Prompt window appears.
3. Run the command “nslookup mtf.files.mastercard.com"
The output should display the following text:

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 11
Mastercard File Express Scheduler
Testing the SFTP Connection for MTF

NOTE: In case, output displays: Non-existent domain? Contact your Network Administrator to
diagnose why your network’s DNS is not able to resolve the Mastercard File Express URL to its IP
address.

What to do next?
If you could resolve the DNS host name for mtf.files.mastercard.com to IP Address
216.119.218.19 still cannot authenticate, proceed to the Testing the SFTP Connection for
MTF section.

Testing the SFTP Connection for MTF


Perform the following test to verify whether a SFTP connection can be made to the Mastercard
File Express server using the host name ‘mtf.files.mastercard.com"’ and port 44323.

Procedure
1. From the Windows Start menu, click Run.
The Run dialog box appears.
2. In the Open box, type cmd, and then click OK.
The Command Prompt window appears.
3. Run the command “telnet mtf.files.mastercard.com 44323”.

NOTE: If you are unable to connect to port 44323, Network Administration should diagnose why
SFTP connection denies access to your system. Probably, the network firewalls or routers are
preventing your system from connecting to“mtf.files.mastercard.com” on port 44323.

NOTE: All India customers may use the same steps above to test connectivity, but the host name
and port in the command would be India host name and port.
– nslookup mtf.files.mastercard.co.in
– telnet mtf.files.mastercard.co.in 44323

Testing the Proxy Server


If the earlier tests were successful, but you are still unable to connect to the Mastercard File
Express server and you are connecting to a proxy server, your network administration team may
need to define an access control rule to allow traffic to flow to Mastercard. To resolve this issue,
follow these steps.

Procedure
1. Create an access control rule on the firewall to bypass the proxy server.
2. Mastercard File Express supports anonymous, basic authentication, and NTLM
authentication proxy servers.

Results
Your network administration team can check their proxy server logs for dropped or terminated
connections that would verify the proxy is blocking the File Express connection.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 12
Getting Started

Chapter 2 Getting Started


This section provides a description of file profiles and staging directories and explains how to navigate
the File Express Scheduler user interface.

About File Profiles, Staging Directories, and Bulk File Naming Conventions............................................. 14
About Environment...............................................................................................................................................16
About File Express Directories............................................................................................................................16
About the File Express Scheduler Main Window.............................................................................................19
Schedule Table Pane....................................................................................................................................... 20
Activity Status Pane....................................................................................................................................... 20
Environment Server Info Pane.......................................................................................................................20
Menu Bar...........................................................................................................................................................20
Toolbar...............................................................................................................................................................21
Getting Help...........................................................................................................................................................22
Links and Browse Buttons..............................................................................................................................22

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 13
Getting Started
About File Profiles, Staging Directories, and Bulk File Naming Conventions

About File Profiles, Staging Directories, and Bulk File Naming


Conventions
General descriptions are provided for file profiles, staging directories, and bulk file naming
conventions used in File Express.

File Profiles
A file profile is established at Mastercard for each File Express licensed user. The file profile
consists of data stored on the File Express server in the Mastercard data center, and includes
the list of endpoints that the user is authorized to access and the list of bulk types that the user
is authorized to exchange through those endpoints.

Staging Directories
For each endpoint/bulk type defined in a user’s file profile, File Express maintains a user-
configurable staging directory. The staging directory specifies the source directory for files sent
to Mastercard and the destination directory for files retrieved from Mastercard. File Express
creates a default staging directory during its startup process each time it encounters a new
endpoint/bulk type in a user’s file profile.
Staging directory customizations are maintained for each user. When a single workstation is
used by multiple File Express users, each user can maintain his or her own custom staging
directory for each bulk type they are profiled to exchange.
By default, the File Express Transfer Engine Windows service runs as the Windows Local System
account. This account normally only has permissions to access local system drives. To access
shared network folders, you will need to work with your Windows system administrator to
establish an account with appropriate permissions to run the File Express Transfer Engine
Windows service and access the desired shared network folders. Otherwise, your Staging
Directories will be limited to local drives.
Since the File Express Transfer Engine runs as a Windows Service, if you select a File Staging
Directory associated with a shared network folder, you must use the universal naming
convention (UNC) notation. Otherwise, the File Express Transfer Engine Windows service will
not be able to access the shared network folder. You must also ensure the user or service
account running the File Express Transfer Engine Windows service has permissions to access the
shared network folder.

Bulk File Naming Conventions


The Mastercard Global File Transfer Management System has an established bulk file naming
convention. When retrieving files from Mastercard, you will see this naming convention in the
File Express Transfer Logs. Here is an example:
MCI.AR.T112.M.E0090000.D040928.T095115.A001

The following table identifies the parts of the file name and provides a description of each part.
Bulk type, endpoint, and date and time are relevant file name elements for the end user. The

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 14
Getting Started
About File Profiles, Staging Directories, and Bulk File Naming Conventions

date and time is when the data file was created in the Mastercard Global File Transfer
Management System.

Part Description
MCI High-level qualifier.
• MCI—Designation for the Mastercard production environment, which some test files
may use.
• YTF—Designation for the Mastercard test facility environment.

AR A two-character constant that identifies the Mastercard Global File Transfer


Management System.
T112 Bulk file type. Bulk types allow Mastercard to process files appropriately.
The first position indicates the direction that the file is moving (from a Mastercard
perspective).
• R indicates that the file is being Received from the customer into Mastercard.
• T indicates that the file is being Transmitted to the customer from Mastercard.
The remaining three positions identify the type of file (for example, 112 indicates a
Global Clearing Management System (GCMS) data file).

M Type of file transfer. In this example, M indicates Mastercard File Express.

E0090000 Endpoint number. An E (constant), followed by seven-digit endpoint number.


Within the Mastercard Global File Transfer Management System, the endpoint
represents a destination (address) in routing bulk files. When using File Express, consider
your file profile endpoints as individual mailboxes through which you can exchange files
with Mastercard.

D040928 Date the file was created. A D (constant), followed by the year, month, and day the file
was created—DYYMMDD.

T095115 Time the file was created. A T (constant), followed by the time of day in 24-hour format.
Time—HHMMSS.

A001 Sequence number. The sequence number is used to ensure unique file names.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 15
Getting Started
About Environment

About Environment
Select the production or test environment when you log in. The environment selected
determines whether the files are going to be exchanged with the Mastercard production
environment or the Mastercard Test Facility environment.

Production Environment
After selecting the production environment, you can exchange production files or retrieve
archived production files from Mastercard. The file profiles established as per the user ID
determines which production files are available to you. The file profiles for the user are set up to
include the endpoints and bulk types as per access requirements. After the file profiles are
established by Mastercard, you can exchange files with Mastercard production applications.

Mastercard Test Facility Environment


The Mastercard Test Facility environment allows you to exchange test files or retrieve archived
test files from the Mastercard test facility. The file profiles established for your user ID
determine which test files are available to you. The test environment allows you to test new
application software releases in coordination with a Customer Implementation Services team.

About File Express Directories


The File Express directory structure is created during its startup process and includes staging
directories to manage file exchange, a report directory, and a log directory.
Over time, as File Express uses these directories, users will need to maintain and manage their
content to ensure there is enough remaining disk space for File Express to conduct file exchange.
When there is insufficient disk space to complete a file transfer, File Express will display a
warning message and the associated file transfer will fail.
The following information describes how each File Express directory is used.

Download Directory
The Download directory stores files successfully downloaded (retrieved from Mastercard) by File
Express. There are two different download directories: one for production files and the other for
test files. The two default locations are:
• Production—C:\MCONLINE\MFE\DOWNLOAD
• Test—C:\MFE_TEST\BP_TEST\DOWNLOAD
Both directories can be customized on a file type basis.
The files downloaded to these directories have a specific naming convention. The file name
includes the file type and a date and time stamp. The date and time stamp indicates the date
and time that the file was created on your workstation. For multiple files of the same type,
created with the same date and time stamp, a three-digit sequence number is used to

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 16
Getting Started
About File Express Directories

differentiate each of the files and to ensure that File Express does not try to overwrite an
existing file in the Download directory. An example of a downloaded file name is:
TT206T0.2016-05-14-10-57-03.001

Where:
• TT206T0 is the file name (Bulk ID T206)
• 2016–05–14 is the date (year, month, and day)
• 10–57–03 is the time stamp (hour, minute, and second in 24-hour time) that the file
download occurred.
• 001 is the sequence number

Upload Directory
The Upload directory stores files that are ready to be uploaded (sent inbound) to Mastercard.
Similar to the Download directory, there are two default root locations for Upload directories as
follows:
• Production—C:\MCONLINE\MFE\UPLOAD
• Test—C:\MFE_TEST\BP_TEST\UPLOAD
In addition, for each unique file type uploaded to Mastercard, there is a unique subdirectory
under the root Upload directories. The subdirectories have the format <endpoint ID>
\<bulk ID>. For example, if you were set up for production file type R205 on endpoint
0076543, the following default directory would be created:
C:\MCONLINE\MFE\UPLOAD\0076543\R205

The files you stage in the upload directories are not required to have a specific naming
convention. For example, if you want to upload an R205, you could name the file
R205-50kb.TXT.
Similar to the Download directories, you also can customize the location of the Upload
directories on a file type basis; however, it is a requirement that every uploaded file type have its
own unique staging directory. For example, you could not use the same upload directory to stage
both R205 and R111.

Sent Directory
In each staging directory for file types you upload to Mastercard, File Express creates a directory
called sent (for example: C:\MCONLINE\MFE\UPLOAD\0076543\R205\sent).
Once a file from the staging directory is successfully uploaded to Mastercard, File Express will
move the file to the sent directory and append a date and time stamp to its name. Here is an
example of a file name in the sent directory:
R205-10kb.TXT-2016-05-14-09-58-38

Where:
• R205–10kb.TXT is the original file name

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 17
Getting Started
About File Express Directories

• 2016–05–14 is date (year, month, and day)


• 09–58–38 is the time stamp (hour, minute, and second in 24-hour time) that the file was
uploaded to Mastercard successfully
If File Express cannot create the sent directory when needed or cannot move a file to the sent
directory, a file transfer failure message will display. Generally, the reason that the sent
directory cannot be created is because of a permissions problem, which can be resolved by your
system administrator.
The files in the sent directory are for your convenience. You must move, copy, or delete them to
manage your disk space.

WARNING:
If File Express fails to move a file after it is successfully sent (that is, the file is left in the Upload
staging directory), File Express may try to send the file again in a later session, resulting in duplicate
file uploads.

Archive Directory
The Archive directory stores files that you download from the Mastercard archive. After File
Express downloads a file the first time, the Mastercard Global File Transfer Management
System moves that file to an archive where you can re-download it as necessary. The default
location for the Archive directory is C:\MFE70\download\archive.
Similar to Download and Upload directories, you also can customize the location of the Archive
directory on a file type basis. The files downloaded to the Archive directory have a specific
naming convention. The file name includes the file type and a date and time stamp. The date
and time stamp are provided by your workstation at the time the file is downloaded. Here is an
example of a file name in the Archive directory:
TT206T0.2016-05-15-12-43-37.001

Reports Directory
The Reports directory (C:\MFE70\reports) contains copies of audit reports (.html). By
default, these files are retained for 10 days. Here is an example of an audit report file name in
the Reports directory:
audit-2016-03-16-09-30-03.html

Where:
• audit is the report type
• 2016–03–16 is the date (year, month, and day)
• 09–30-03 is the time stamp (hour, minutes and seconds in 24-hour time)
Each file contains the results of an individual file transfer session conducted on a given day; the
file name indicates the date and time of the session.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 18
Getting Started
About the File Express Scheduler Main Window

Logs Directory
The Logs directory (C:\MFE70\logs) contains copies of the Transfer Logs (.htm). Transfer
Logs contain information about run time activity, number of files transferred, and status
information for all files exchanged on a given day. The transfer logs can be very useful when
troubleshooting issues that may occur during file exchange. By default, transfer logs are
retained for 10 days. Here is an example of a Transfer Log file name:
xfer-2016-05-24.htm

Where:
• xfer is the report type
• 2016–05–24 is the date (year, month, and day)

About the File Express Scheduler Main Window


File Express Scheduler provides a user-friendly interface to help you schedule file exchange.
The main window consists of two main panes: Schedule Table (top pane) and Activity Status
(bottom pane).
The main window also contains standard window elements such as a title bar, menu bar,
toolbar, and the Minimize, Maximize, and Close control buttons.
The File Express Scheduler main window may look similar to the following illustration.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 19
Getting Started
Schedule Table Pane

Schedule Table Pane


The Schedule Table pane displays the schedule for each endpoint and bulk ID combination
contained in your file profile. Initially, each endpoint and bulk type combination is assigned a
default directory and a default transfer schedule. The default transfer schedule is once a day at
the same time each day. See Chapter 3, Changing Default Schedule Settings for information on
how to customize this default setting.
The Schedule Table pane displays:
• Endpoint—Each endpoint you are authorized to use (based on your user ID)
• Bulk Type—Bulk file types you are authorized to exchange for each endpoint
• Directory—Local endpoint/bulk-type file staging directories for each bulk type
• Next Scheduled Transfer Time—Next scheduled transfer time for each endpoint/bulk type
• Last Transfer Session Completion Status—Last transfer session completion status of the
last file transfer for each endpoint/bulk type
To adjust the width of a column, such as the directory column, in the Schedule Table pane,
position the pointer on the right border of the column you want to resize. The pointer becomes a
double-headed arrow when you move it over the column border. Drag the border with your
mouse to the size you want.

Activity Status Pane


The Activity Status pane displays log entries related to the file transfer activity and file profile
refreshes.
The Activity Status pane may display the following information:
• Date and time an activity was attempted
• If the activity was successful or failed
• File transfer activity

Environment Server Info Pane


The Environment Server Info pane displays the environment (Production or Test) you selected
when login, the server URL, and the IP address.

Menu Bar
The File Express Scheduler menu bar provides commands that you can use to perform tasks in
the application.
Depending on the current state of File Express Scheduler, some commands may be unavailable.

The following table describes the commands in the File Express Scheduler menu bar.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 20
Getting Started
Toolbar

Menu Bar
Commands Description
File Includes Exit Window command that allows you to exit the File Express Scheduler
user interface. This does not impact the ability of the File Express Transfer Engine
Windows service to process scheduled file transfers. The Exit Window and Logoff
command not only exits the File Express Scheduler user interface but in addition
tells the File Express Scheduler Windows service to stop all scheduled file exchange
and erase any cached SSH Key credentials; a command to Minimize Window, and
enable or disable Verbose Logging.
Tools Includes Application Options to change the default transfer cycle and transfer
interval.
Refresh File Profiles connects to the Mastercard File Express server, and downloads
your latest file profiles.
The Maintain SSH Keys command lets you view, generate or delete your SSH Keys.

Email Includes commands to specify Server Configuration for your email server and set
up email notifications to a specified list of Recipients.
Reports Includes commands to access Audit Reports and Transfer Logs.

Help Includes commands to access Online Help and About MFE Scheduler displays the
version and software build date for File Express Scheduler.

Toolbar
You can use the File Express Scheduler toolbar buttons (between the Scheduler Table pane and
the Activity Status pane) to perform common tasks in the File Express Scheduler.
Depending on the current state of File Express Scheduler, some commands may be unavailable.

The following table describes the File Express Scheduler toolbar buttons.

Toolbar Button Description


Enable Scheduled File This command activates File Express Scheduler's file transfer schedule.
Transfers
The Enable Scheduled File Transfers (or Disable Scheduled File Transfers)
button is a toggle button. Click the Enable Scheduled File Transfers (or
Disable Scheduled File Transfers) button to enable or disable Scheduler’s file
transfer schedule.
When you Enable Scheduled File Transfers, the File Express Transfer Engine
Windows service will manage your file exchange schedule and, if desired, you
may use the File menu, Exit Window command to dismiss the File Express
Scheduler user interface.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 21
Getting Started
Getting Help

Toolbar Button Description


Refresh File Profiles This command establishes a connection to the Mastercard File Express server
and downloads your latest file profile.

Transfer Now For the selected endpoint and bulk ID in the Schedule Table Pane, this
command allows you to start a download or upload and transfer available
files immediately independent of a defined schedule. This can be done
independent of whether the file transfer schedule is currently enabled or
disabled.
Change Transfer For the selected endpoint and bulk ID in the Schedule Table Pane, this
Schedule command allows you to define or modify its transfer schedule.
Change Directory For the selected endpoint and bulk type in the Schedule Table Pane, this
command allows you to change the staging directory.

Getting Help
Online Help provides a quick way to find useful information while working in File Express
Scheduler. To access Help, follow these steps.

Procedure
1. On the Help menu, click Help, and then click Online Help.
2. When you are finished using Help, click the Close button.

Results
Because Help opens in a separate window, when you click Help, File Express Scheduler remains
open.

Links and Browse Buttons


Links and browse buttons make navigating in online Help easy.
• Links allow you to go to another topic or location quickly.
• Use the browse buttons in Help to view topics in the sequence in which you opened them for
the current session.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 22
Exchanging Files with File Express Scheduler

Chapter 3 Exchanging Files with File Express Scheduler


This section provides information about generating SSH keys, starting the File Express Scheduler user
interface, configuring a proxy server, setting up and enabling a file transfer schedule, customizing your
staging directories and setting up email notifications.

Generating a SSH Public Key in File Express Scheduler................................................................................. 24


Starting File Express Scheduler..........................................................................................................................25
Configuring Proxy Server Settings.....................................................................................................................27
About Scheduling File Exchanges.......................................................................................................................28
Changing Default Schedule Settings................................................................................................................ 29
About Transfer Schedules....................................................................................................................................29
Setting Up Interval Periods............................................................................................................................29
Setting Up a Scheduled Time........................................................................................................................30
Changing the File Staging Directory................................................................................................................. 31
About Event Notifications...................................................................................................................................32
Setting Up Email Connection Settings........................................................................................................33
Setting Up Recipients..................................................................................................................................... 34

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 23
Exchanging Files with File Express Scheduler
Generating a SSH Public Key in File Express Scheduler

Generating a SSH Public Key in File Express Scheduler


Use the following steps to generate a SSH public key in the Mastercard File Express Scheduler
7.0 and above.

About this task


A SSH public key must be generated and subsequently sent to Mastercard along with the
specific user ID the SSH Key is to be associated.

Procedure
1. Use one of the following actions to start File Express Scheduler. Depending on which version
of Windows you’re using, this method may vary slightly:
– Double-click the File Express Scheduler icon on your desktop
– On the taskbar, click Start > All Programs > Mastercard Worldwide > Mastercard File
Express > File Express 7 Scheduler
The Select/Maintain SSH Keys dialog box displays.
2. In the Select/Maintain SSH Keys dialog box, click Generate SSH Key.
3. In the Generate SSH Keys dialog box, you will see a default SSH Key Label has been created
for your new SSH Key. Each SSH Key you create must have a unique label. You may change
the default label to any valid Windows file name (no more than 25 characters long). Your
private and public SSH keys will be stored in the following location using the SSH Key Label
as the base file name:
C:\MFE70\.ssh
4. Enter and confirm a SSH Key Passphrase to protect the private SSH key.
The SSH Key Passphrase must meet the following criteria:
– Minimum six characters
– One digit from 0—9
– One lowercase character
– One uppercase character
– One special symbol @#$%
Each SSH Key you create must have a unique SSH Key Label and Passphrase.
5. Optionally, enter a SSH Key Comment to help identify the SSH key.
6. Click Generate to create the SSH key or Cancel. You’ll be returned to the Select/Maintain
SSH Keys dialog box. A newly generated SSH key will be displayed.

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Exchanging Files with File Express Scheduler
Starting File Express Scheduler

Starting File Express Scheduler


To start File Express Scheduler, follow these steps. These steps assume that you have already
installed the File Express Scheduler software and the File Express Transfer Engine Windows
service (MFETransferEngine) is running.

Procedure
1. Use one of the following actions to start File Express Scheduler. Depending on which version
of Windows you’re using, this method may vary slightly:
– Double-click the File Express Scheduler icon on your desktop
– On the taskbar, click Start > All Programs > Mastercard Worldwide > Mastercard File
Express > File Express 7 Scheduler
The Select/Maintain SSH Keys dialog box displays.

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Exchanging Files with File Express Scheduler
Starting File Express Scheduler

The Select/Maintain SSH Keys dialog box appears on a fresh login to the File Express
Scheduler user interface. If you previously started the File Express Scheduler user interface,
selected and logged in with an SSH Key and then subsequently exited using File > Exit
Window, the File Express Transfer Windows service is still using the SSH Key and
passphrase you authenticated with previously. In this situation, to reopen the File Express
Scheduler user interface, you will need to provide the correct SSH Key passphrase.
To exit the File Express Scheduler user interface and remove your SSH Key credentials from
the File Express Transfer Engine, use File > Exit Windows & Logoff.
2. Select a key in the SSH Key Labels pane and then click Login.
The Scheduler User Login dialog box displays.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 26
Exchanging Files with File Express Scheduler
Configuring Proxy Server Settings

3. In the Environment drop down menu, select the desired environment(Production or Test) to
connect to. Only endpoints and file profiles provisioned to your user ID for the selected
environment will be available after logging in. You need to exit out of File Express Scheduler
to switch to another environment. If you are an existing File Express Scheduler user having
schedules running for both Production and Test, you need to run two instances of new
versions of File Express Scheduler on two separate machines.
4. Enter your User ID and SSH Key Passphrase, and then click Login to start File Express
Scheduler.
A progress indicator appears and subsequently disappears once a connection to the
Mastercard File Express server is established. The main Mastercard File Express window
appears.

Configuring Proxy Server Settings


If you are a new File Express user and you are connecting to a proxy server, you will need to work
with your network administration team to determine the proxy server name, port number, login
name, and password required to establish a connection to the public Internet. After you obtain
the proxy server parameters from your network administrator, follow these steps to configure
the proxy server. The same setting applies to both Production and Test environments.

Procedure
1. Start File Express Scheduler (See the section Starting File Express Scheduler). Select a
SSH Key and click Login. The Scheduler User Login dialog box appears.
2. Click Configure Proxy. The Proxy Server Settings dialog box appears.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 27
Exchanging Files with File Express Scheduler
About Scheduling File Exchanges

3. Enter the proxy server parameters you obtained from the network administration team, and
then click OK to save your changes.
4. Continue with the File Express Scheduler login process.
5. If you did not provide valid proxy server settings in step 2, the following message appears.

Click Yes to close the message and display the Scheduler User Login dialog box.

About Scheduling File Exchanges


Using File Express Scheduler, you can upload and download files in an unattended (automated)
mode.
All file profiles found for the user ID are downloaded each time the application connects to the
Mastercard File Express server and displayed in the Schedule Table pane. File Express Scheduler
offers two different file transfer preferences: interval or scheduled.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 28
Exchanging Files with File Express Scheduler
Changing Default Schedule Settings

Changing Default Schedule Settings


The first time File Express Scheduler encounters a new file profile (endpoint and bulk ID), it will
assign a default schedule. The same setting applies to both Production and Test environments.
To change default schedule settings, follow these steps.

Procedure
1. On the Tools menu, click Application Options.
The Scheduler Configuration dialog box appears.

2. In the Default Transfer Cycle list, select the transfer cycle you want.
You have these options: DAY, HOUR, MINUTE.
3. In the Default Transfer Interval box, type or select the frequency for which you want to
carry out transfers.
For example, if the default transfer interval is set to once a day, subsequent transfer
sessions will occur once a day at the same time each day.
4. Click Save to save your changes.

About Transfer Schedules


You can set up File Express Scheduler to transfer files at set intervals such as every two hours or
at scheduled times such as 1:00 and 13:00. You can temporarily or permanently disable a
specific endpoint/bulk type file transfer schedule by specifying a start date time that is many
years in the future.

Setting Up Interval Periods


To set up your file transfers at intervals—days, hours, or minutes, follow these steps.

Procedure
1. In the Schedule Table pane, select the endpoint/bulk type you want to schedule.
When you select the endpoint/bulk type, the Change Transfer Schedule button on the
toolbar becomes available.
2. On the toolbar, click Change Transfer Schedule.
The Scheduler dialog box appears.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 29
Exchanging Files with File Express Scheduler
Setting Up a Scheduled Time

3. Under Schedule Mode, click Interval, if needed.


4. Under Intervals, select the interval duration option you want.
5. In the Enter Interval Cycles box, enter the frequency for which you want to perform file
transfers.
Here’s an example: When the interval type is set to minutes and the interval cycle is set to
every 60 minutes, subsequent transfer sessions will occur 60 minutes after the start of the
previous transfer. If you set the interval type to DAY, the transfer starts at the same time
each day.
6. In the Start Date/Time box, type or select the date and time you want this scheduled
transfer to begin.
7. Click Save to save your changes.

Setting Up a Scheduled Time


To set up a list of specific times to initiate daily file transfers, follow these steps.

Procedure
1. In the Schedule Table pane, select the endpoint/bulk type you want to schedule.
When you select the endpoint/bulk type, the Change Transfer Schedule button on the
toolbar becomes available.
2. On the toolbar, click Change Transfer Schedule.
The Scheduler dialog box appears.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 30
Exchanging Files with File Express Scheduler
Changing the File Staging Directory

3. Under Schedule Mode, click Scheduled.


4. In the HH:MM box, type or select the time you want to initiate the file transfer process, and
then click Add to Schedule.
The time you scheduled displays in the schedule list. The HH:MM time selector displays a 24-
hour time format, where 01:00 is 1:00 A.M. and 13:00 is 1:00 P.M.
5. To delete a time from the schedule, select the time in the list, and then click Remove from
Schedule.
When you select a time from the schedule list, the Remove from Schedule button becomes
available.
6. Click Save to save your changes.

Changing the File Staging Directory


Mastercard File Express Scheduler lets you change the file staging directories on your system.
The file staging directories specify the source directory for files uploaded to Mastercard and the
destination directory for files downloaded from Mastercard. To change a file staging directory,
follow these steps.

Procedure
1. In the Schedule Table pane, select the endpoint/bulk type for which you want to change the
file staging directory.
When you select the endpoint/bulk type, the Change Directory button on the toolbar
becomes available.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 31
Exchanging Files with File Express Scheduler
About Event Notifications

2. On the toolbar, click Change Directory.


The Directory Selector dialog box appears.

The Directory Selector dialog box displays the default folder path on your host machine.
Depending on which version of Windows you are using, this illustration may vary slightly.
3. Click the Look in list, select a different drive and folder (directory), and then click Select.
In the Schedule Table pane, the directory changes for the endpoint/bulk type you selected.

IMPORTANT: When using the Directory Selector dialog, if you select a shared network folder, you
must use the universal naming convention (UNC) notation. Otherwise, the File Express Transfer
Engine Windows service will not be able to access the shared network folder. The UNC format is:
\\servername\sharename\path
By default, the File Express Transfer Engine service runs as the Windows Local System account
and may have limited or no access at all to shared network folders. To access shared network
folders, you will need to work with your Windows system administrator to establish an account
with appropriate permissions to run the File Express Transfer Engine Windows service and with
appropriate access to the desired shared network folders.

About Event Notifications


File Express Scheduler allows you to configure a mail server and set up recipients for automated
email notification messages, in response to, for example, successful or unsuccessful transfers or

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 32
Exchanging Files with File Express Scheduler
Setting Up Email Connection Settings

network errors. You also can specify what types of events will generate email notifications. The
same setting applies to both Production and Test environments.

Setting Up Email Connection Settings


To set up email connection settings, follow these steps.

Procedure
1. On the Email menu, click Server Configuration.
The Connection Setup dialog box appears.

2. Select the Enable Event Messaging check box to make event messaging available.
3. Under Server Information:
a. In the Server box, enter the host name of your Simple Mail Transfer Protocol (SMTP)
server.
b. In the Port box, enter the port number on which the SMTP server will be listening for
connection requests.
c. In the Time Out box, enter the number of seconds for the SMTP server to establish a
connection and send an e-mail message before it times out.
4. In the Sender Name box, enter your name.
Typically, the sender is the File Express Scheduler administrator.
5. In the Sender Email Address box, enter the email address for the File Express Scheduler
administrator.
6. In the Reply Email Address box, enter a reply email address.
Typically, both email addresses (Sender and Reply) are the same.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 33
Exchanging Files with File Express Scheduler
Setting Up Recipients

7. Click Save Setup to save your connection setup information.

Setting Up Recipients
To set up recipients to receive email notification messages based on selected events, follow
these steps.

Procedure
1. On the Email menu, click Recipients.
The Recipients dialog box appears.

2. Under Events, select or deselect the event options for which you want notification
messages sent. You can select more than one event.
3. To add an email address, click once in the Recipient box, type the recipient’s email address,
and then click Add.

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Exchanging Files with File Express Scheduler
Setting Up Recipients

The email address you added displays in the list of recipients at the top of the Recipients
dialog box.
4. To delete a recipient’s email address, select the email address you want to delete from the
list of recipients (top of the Recipients dialog box), and then click Delete.
When you select an email address from the recipients list, the Delete button becomes
available.
5. To change a recipient’s email address:
– Select the email address you want to edit from the recipients list. The email address
displays in the Recipients box.
– Make any needed changes, and then click Apply Changes.
Your changes will display in the recipients list.
6. To send a test message, select an email recipient from the recipients list, and then click Send
Test Message.
The Status box displays information about the mail host, email addresses of both the
sender and recipient, and if the email message was sent successfully or unsuccessfully.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 35
Reporting

Chapter 4 Reporting
This section provides information about the session report (File Express Client only), audit reports,
transfer log reports, and report retention configuration.

About File Express Reports................................................................................................................................. 37


Audit Report.....................................................................................................................................................37
Transfer Log Report........................................................................................................................................ 39
Printing an Audit Report......................................................................................................................................40
Printing a Transfer Log Report........................................................................................................................... 41
Changing Retention Configuration....................................................................................................................41

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 36
Reporting
About File Express Reports

About File Express Reports


File Express provides three reports containing information about file transmissions.
• Session Report—The session report is available for the current file transfer session. This
report provides information about successful and unsuccessful file exchanges that occurred
during the current transfer session. (This report is not saved in a file and is only available
using File Express Client.)
• Audit Report—The audit report is saved in a file after each completed file transfer session. By
default, audit report files are retained for 10 days (maximum retention time is 100 days).
• Transfer Log—The transfer log displays the results of all file transfer sessions for a single day.
The transfer log is stored in a file and contains information about the run time activity,
number of files transferred, and status information. By default, transfer log report files are
retained for 10 days (maximum retention time is 100 days).
A file transfer session consists of File Express Client’s attempt to connect to the Mastercard File
Express server and exchange files.
The session and audit reports are divided into two sections: one for downloaded files and one for
uploaded files. Within each section, file transfers are then grouped by successful transfers and
unsuccessful transfers. The fields on the report are duplicated for each section.

Audit Report
The audit report is stored in a file after each completed file transfer session. You can select,
preview, and print a specific audit report. You can also change the number of days the audit
report is retained (up to 100 days).
The audit report may look similar to the following illustration.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 37
Reporting
Audit Report

Report Description
The following information provides a brief description of the audit report.

Purpose The audit report is used to verify file transfers.


Frequency This report is produced at the end of each file transfer session when you exit
File Express. By default, the audit report is retained for 10 days (maximum
retention time is 100 days) after a file transfer session has completed.
Responsibility The user is responsible for accessing this report.
Distribution This report is distributed at the user’s discretion.

Field Definitions
The following table describes the fields on this report.

Field Description
Title Title of the transferred file

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 38
Reporting
Transfer Log Report

Field Description
File Name Actual file name and path of the transferred file
• For downloaded files, the file location to which the file was downloaded
from Mastercard
• For uploaded files, the file location from which the file was uploaded to
Mastercard

Date/Time For files sent to Mastercard, indicates the file creation time-stamp from
your file system. For files retrieved from Mastercard, indicates date and
time that the file was originally submitted to the Mastercard Global File
Transfer Management System.
File Size Size, in bytes, of the transferred file
End Point File Express endpoint for the file transferred
App Bulk type
Total Files Number of files that were downloaded and uploaded, both successfully and
unsuccessfully

Transfer Log Report


The transfer log report displays the results of all transfer sessions for a single day. Each transfer
log represents the chronological order of your transfer sessions. You can select, preview, and
print a specific transfer log report. You also can change the number of days that transfer logs
are retained (maximum retention is up to 100 days).
A transfer log looks similar to the following illustration.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 39
Reporting
Printing an Audit Report

Log entries include:


• Transfer date and time
• If the transfer was successful or unsuccessful
• Endpoint of the file transfer
• Bulk type
• Source file
• Target file (for downloaded files)
• File size
For information about retention configuration, go to Changing Retention Configuration.

Printing an Audit Report


If there were one or more file exchanges attempted during your current session, an audit report
will be created at the end of the session. To preview or print an audit report from a previous
session, follow these steps.

Procedure
1. On the File menu, click Audit.
The Audit Report window appears.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 40
Reporting
Printing a Transfer Log Report

2. In the Report list, select the audit report you want to preview or print.

3. To print the report, click the Print button to display the Page Setup dialog box.
4. In the Page Setup dialog box, make any needed changes, and then click OK.
The standard Windows Print dialog box appears.
5. In the Print dialog box, click OK to print.

Printing a Transfer Log Report


A transfer log report displays the results of all transfer sessions for a single day. To preview or
print a transfer log report, follow these steps.

Procedure
1. On the File menu, click Transfer Log.
The Transfer Log report window appears.
2. In the Report list, select the transfer log report you want to preview or print.

3. To print the report, click the Print button to display the Page Setup dialog box.
4. In the Page Setup dialog box, make any needed changes, and then click OK. The standard
Windows Print dialog box appears.
5. In the Print dialog box, click OK to print.

Changing Retention Configuration


By default, File Express retains audit reports and transfer logs for 10 days. You can change this
default so that these reports are retained for up to 100 days. To change default retention
configuration settings, follow these steps.

Procedure
1. On the File menu, click Audit or click Transfer Log.
The Reports window appears.
2. On the Reports window, click the Retention Configuration button.
The Retention Configuration dialog box appears.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 41
Reporting
Changing Retention Configuration

3. In the Audit Report Retention Days box, enter the number of days (maximum limit allowed
is 100) you want to retain each audit report. The audit report is available for each
completed file transfer session.
4. In the Transfer Log Retention Days box, enter the number of days (maximum limit allowed
is 100) you want to retain each daily transfer log. The transfer log report displays the results
of all file transfers sessions for a single day.
5. Click Save to save your changes.

©2005–2021 Mastercard. Proprietary. All rights reserved.


File Express Scheduler User Guide—v.7.2 • 24 September 2024 42
Notices

Notices
Following are policies pertaining to proprietary rights, trademarks, translations, and details
about the availability of additional information online.

Proprietary Rights
The information contained in this document is proprietary and confidential to Mastercard International
Incorporated, one or more of its affiliated entities (collectively “Mastercard”), or both.
This material may not be duplicated, published, or disclosed, in whole or in part, without the prior written
permission of Mastercard.

Trademarks
Trademark notices and symbols used in this document reflect the registration status of Mastercard
trademarks in the United States. Please consult with the Global Customer Service team or the Mastercard
Law Department for the registration status of particular product, program, or service names outside the
United States.
All third-party product and service names are trademarks or registered trademarks of their respective owners.

Disclaimer
Mastercard makes no representations or warranties of any kind, express or implied, with respect to the
contents of this document. Without limitation, Mastercard specifically disclaims all representations and
warranties with respect to this document and any intellectual property rights subsisting therein or any part
thereof, including but not limited to any and all implied warranties of title, non-infringement, or suitability for
any purpose (whether or not Mastercard has been advised, has reason to know, or is otherwise in fact aware
of any information) or achievement of any particular result. Without limitation, Mastercard specifically
disclaims all representations and warranties that any practice or implementation of this document will not
infringe any third party patents, copyrights, trade secrets or other rights.

Translation
A translation of any Mastercard manual, bulletin, release, or other Mastercard document into a language other
than English is intended solely as a convenience to Mastercard customers. Mastercard provides any translated
document to its customers “AS IS” and makes no representations or warranties of any kind with respect to the
translated document, including, but not limited to, its accuracy or reliability. In no event shall Mastercard be
liable for any damages resulting from reliance on any translated document. The English version of any
Mastercard document will take precedence over any translated version in any legal proceeding.

Information Available Online


Mastercard provides details about the standards used for this document—including times expressed, language
use, and contact information—on the Publications Support page available on Mastercard Connect™. Go to
Publications Support for centralized information.

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File Express Scheduler User Guide—v.7.2 • 24 September 2024 43

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