- 1. Introduction
- 2. About Data Gateway
- 3. Key Features
- 4. Glossary
- 5. System Requirements
- 6. Application Access
- 7. Roles
- 8. Dashboard Reports (Statistics)
- 9. Cloud Configurations
- 10. Access Management
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11. Endpoint Management Module
- 11.1 Create Endpoint
- 11.2 Manage Endpoint
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11.3 Protocols
- 11.3.1 FTP (File Transfer Protocol)
- Pull-Push
- Push-Pull
- Push–Push Scenario
- 11.3.2 FTPS (FTP Secure)
- Pull-Push
- Push-Pull
- Push-Push Scenario
- 11.3.3 SFTP (SSH File Transfer Protocol)
- Pull-Push
- Push-Pull
- Push-Push Scenario
- 11.3.4 API Based File Transfers
- 11.3.4.1 Pull-Push
- 11.3.4.2 Scenario: File Transfer through API, where You connect to Remote Server
- 11.3.4.3 Scenario: File Transfer through API, where Partner connects to Your Server
- 11.3.4.4 Push-Pull
- 11.3.5 AS2 (Applicability Statement 2)
- 11.3.5.1 AS2 Organizations
- 11.3.5.2 AS2 Endpoints
- 11.3.5.3 AS2 Relationships
- 11.4 GUID
- 12. File Management Module
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13. Settings
- 13.1 Scheduler Configuration
- 13.2 PGP Manager
- 13.3 Application Configuration
- 13.4 Queue Management
- 13.4.1 Queue Management – Field Descriptions
- 13.4.2 Operational Summary
- 13.4.3 Key Benefits
- 13.5 Priority Handling
- 13.5.1 Priority Handling – Field Descriptions
- 13.5.2 Operational Summary
- 13.5.3 Key Benefits
- 13.6 Adapter Configuration
- 13.6.1 Adapter Configurations – Field Descriptions
- 13.6.2 Operational Behavior Example
- 13.6.3 Key Benefits
- 13.7 License Module
- 13.7.1 License Management – Field Descriptions
- 13.7.2 Operational Workflow
- 13.7.3 Key Benefits
- 14. Data Gateway Components
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15. Connectivity and Authentication
- 15.1 Scenario: File Transfer through File Client, where Partner Connects to Your Server
- 15.2 Scenario: File Transfer through File Client, where You connect to Partner’s Remote Server
- 15.3 Push-Push Scenario
- 15.4 Scenario: File Transfer through AS2, push to partner and push to gateway
- 15.5 IP Allowlist & Rate Limiting
- 15.5.1 IP allowlisting
- 15.5.2 Rate Limiting
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16. SAML Authentication and Authorization with Okta
- 16.1 What is SAML?
- 16.2 What is SAML Used For?
- 16.3 How SAML Works
- 16.4 Configuring SAML Authentication and Authorization in Okta
- 16.4.1 Prerequisites
- 16.4.2 Steps to Configure SAML in Okta
- 16.4.3 Download Identity Provider Metadata
- 16.4.4 Application Configuration (application.yml)
- 16.5 User Management for IDP Users
- 16.6 Common Troubleshooting Issues
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17. Alert Management
- 17.1 File Not Received (FNR) Alert
- 17.2 File Not Received (FNR) Alert Timing Options
- 17.2.1 FNR Current Day Minutes
- 17.2.2 FNR Current Day Hours Scenario
- 17.2.3 FNR Daily Days Scenario
- 17.2.4 FNR Daily Weekdays Scenario
- 17.2.5 FNR Weekly Between Scenario
- 17.2.6 FNR Weekly Day of Week Scenario
- 17.2.7 FNR Monthly Specific Day Scenario
- 17.2.8 FNR Monthly On Scenario
- 17.2.9 FNR Monthly Interval Check Scenario
- 17.2.10 FNR Quarterly Scenario
- 17.2.11 FNR Yearly Every Scenario
- 17.2.12 FNR Yearly On The Scenario
- 17.3 File Load Alert (FLA Alert)
- 17.4 Manage Alerts
- 18. Cloud-Cloud File Transfer
- 19. OAuth 2.0 Authentication
- 20. ICAP Integration
- 21. Data Gateway APIs
10. Access Management
The Access Management module in Data Gateway is a powerful tool available to Super Admins and Admins, providing them with the necessary authority to manage users effectively. This module facilitates the creation, updating, and deletion of user accounts, along with the ability to modify the active or inactive status of users. Additionally, admins can assign trading partner buckets as needed, directly loaded from the Google Cloud Storage (GCS) console.
The features of the Access Management varies based on the deployed profiles. The below sections are applicable if the application is deployed on local authentication without SAML. In case of SAML based deployment, please refer here for details around the Access Management.
10.1 Accessing the Access Management Module
To access the Access Management Module, follow the steps illustrated below:
10.2 Create User
5. Once you select the Storage Type and the Service Account Name, you will be able to see the available Endpoints and you can pick and put them under the Directories for Upload and Download as per your business requirements.
6. For File Operator
You can view the assigned directories for both upload and download operations. Push-Pull:- Upload: Allow only drop directories.
- Download: Allow only pickup directories.
- Upload / Download: Do not allow any pull-push endpoints.
- Upload / Download: Do not allow push-to-partner directories.
- Upload: Allow only push-to-gateway directories.
- Do not allow directories to be assigned for upload or download.
- Do not allow directories to be assigned for upload or download.
- The File Manager can assign any endpoints.
- Upload: You can view only drop directories.
- Download: You can view only pickup directories.
- Upload / Download: Pull-push endpoints are not visible.
- Upload / Download: Push-to-partner directories are not visible.
- Upload: You can view only push-to-gateway directories.
- You can view cloud–cloud directories in upload and download.
- You can view AS2 directories in upload and download.
- The File Manager can view only the transfers related to the assigned endpoints in the search.
8. Ensure to provide valid email addresses, as the initial password and activation process happens through email. 9. After user creation, an email for setting the password is automatically sent to the user.

11. Password Security Measures:
a. Users are recommended to change their password in the ‘Change Password’ module, conveniently located on the right side of the user profile.
b. Clicking on the username reveals the ‘Change Password’ module, allowing users to update their password.
c. After updating the password, it is essential to log out of the application and log back in using the newly updated credentials for enhanced security.
10.3 Manage User
1. In the ‘Manage User’ screen, users with Super Admin and Admin privileges gain the ability to:
a. Activate/deactivate user accounts based on operational needs.
b. Edit and Update user accounts with modified information.
c. Delete user accounts that are no longer required.
2. Access to the ‘Manage User’ screen is enabled to Super Admins and Admins only, ensuring secure and controlled user management capabilities.
10.4 Create Group:
1. Groups can be created from User Management -> Create Group. 2. It can be created based on the Cloud Service Account Name of the Cloud Provider by assigning the group of partners to the Group. a. You can pick and place the required Partners from the Available to Assigned pane. 3. The Groups can also be assigned to User with File Manager Role, where the user can deal with the partners of the specified group.
10.5 Manage Group:
1. Groups can be managed through User Management -> Manage Group. 2. Users with Super Admin and Admin privileges gain the ability to: Update Groups with modified information. Delete Groups that are no longer required.


