Scheduling and customizing transfers in advanced mode

You can start a transfer in advanced mode to set per session transfer options such as filters, security, which overrides the default transfer settings. You can also schedule the transfer as a one-time transfer or recurring.

1. In the GUI, right-click a file or folder to open the menu and select Upload or Download.
   
2. Configure the transfer settings, as needed.
   The advanced transfer configuration options except Scheduling are identical to those in the Connection Manager. For information on these tabs, see Adding and editing connections. The Scheduling tab is described in the next step.

   Tab	Description
   Transfer	The transfer session related options, such as the transfer speed and retry rules.
   Tracking	Options for tracking the transfer session, including the confirmation receipt and the email notifications.
   Filters	Create filters to skip or include files that match certain patterns.
   Security	Enable the transfer encryption and the content protection.
   File Handling	Set up the resume rule, preserve transferred file attributes, and remove or move source files.
   Scheduling	Schedule the transfer.

3. Schedule the transfer.
   Start a connection and right-click the file to transfer to open the menu, select Upload or Download. Then, go to the Schedulingtab and to enable the transfer scheduling, select Schedule this transfer.
   Note: When scheduling transfers, ensure that the GUI stays open and running. Unlike Hot Folders, scheduled transfers do not run when the application is closed.

   

   The following scheduling options are available in the Transfer repeats drop-down menu:

   Does not repeat

   Set the time and date for a single transfer.

   Daily

   Set the time for a daily transfer. For End repeat, select Never to continue daily transfers indefinitely, or On and set an end date and time.

   Monday-Friday

   Set the time for a daily transfer only on weekdays. For End repeat, select Never to continue daily transfers indefinitely, or On and set an end date and time.

   Weekly

   Select the time and days of the week for a repeating transfer. For End repeat, select Never to continue weekly transfers indefinitely, or On and set an end date and time.

   Periodically

   Set the frequency to repeat the transfer, in minutes.

4. Click Transfer to submit the scheduled transfer.
   The transfer is then listed under the Transfers tab, along with the icon and under the # column.
5. To modify the transfer, right-click the row and click Edit