On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance. The Library Maintenance Summary Form appears. All libraries to which you are entitled are listed by service class.
Select the Delivery Options library, and then click OK. The Delivery Options Summary Form appears. Note: To find the Delivery Options Library quickly, click Search.
On the Input Tab click New. The Delivery Options Detail Form appears. Note: A red asterisk ( * ) indicates required fields.
In the Delivery Option Name field, enter a unique name for this delivery option (maximum 20 characters).
In the Delivery Option Description field, enter a description for this delivery option (maximum 40 characters).
In the Delivery Option Type field, click the drop-down arrow and select E-Mail or HTTPS. Note: Available choices are limited by the selected Security Method.
In the Security Method field, click the drop-down arrow and select a S/MIME (Signed and Encrypted), SSL(Signed Only) or SSL (Unsigned and Unencrypted).
In the Certificate Name field, click the Library Look-Up button and select the certificate you want to use to encrypt the data to be delivered. Note: This field does not appear if the security method is SSL (Unsigned and Unencrypted).
The remaining fields vary based on the Delivery
Option Type selected. Click
to the left of the delivery option type to see instructions
for that delivery option. Note:
If you
are creating a delivery option for an Import Profile, you must use S/MIME and HTTPS.
E-Mail
When a scheduled event uses e-mail as the delivery option, the results of that event are sent attached to an e-mail sent to a specified recipient.
-
In the E-Mail field, enter the e-mail address of the intended recipient
-
In the Message Subject field, enter the text to be used as the e-mail subject.
-
In the Message field, enter the body of the e-mail. Note: The message text will not be encrypted.
-
In the File Name field, enter a file name for the e-mail attachment sent to you via Automated File and Report Delivery. Note: The original file name extension for the attachment will be retained.
HTTPS
When a scheduled event uses HTTPS as the delivery option, the results of that event are sent to a specific HTTPS server.
-
In the Server Name field, enter the name of the HTTPS (web) server that will be used.
-
In the File Name field, enter the path and filename of the file to be used. If creating a delivery option for File Import multiple files may be specified using wildcards.
-
Select the Append Date to File Name check box to have the delivery date added to the specified file name. Date format will be "YYMMDD". Note: This will apply for File Export or Report only.
-
Select the Append Time to File Name check box to have the delivery time added to the specified file name. Note: This will apply for File Export or Report only.
-
In the Login field, enter the login name to be used for access to the specified HTTPS Server.
-
In the Password field, enter the password for the specified HTTPS login.
-
In the Confirm Password field, enter the same password to confirm that you have entered it correctly.
-
Select the Delete Customer Import File (After Successful Retrieval) check box if you would like to delete files that have been uploaded to CitiDirect.
-
Select the Create Customer Acknowledgement File (After Successful Retrieval) check box if you would like to create a new file on your system with an "ack." extension for every file that has been uploaded to CitiDirect. Note: The file will be created in the same folder where the system retrieved the imported file. This is not an acknowledgement that the file has been successfully decrypted and/or verified. It is only an acknowledgement that the file has been successfully uploaded into CitiDirect.
Notes:
-
You will receive an acknowledgement when CitiDirect successfully retrieves files from your server.
-
If the Security Method is S/MIME (Signed and Encrypted) or SSL (Signed Only) any files retrieved will be replaced by an empty file with the same name and a .txn extension.
Once the files are successfully decrypted or have the signature verified, this file will be replaced by a file with an .ack extension. -
If the Security Method is SSL (Unsigned and Unencrypted) any files retrieved will be replaced by an empty file with the same name and an .ack extension.
Click Submit to save and submit the library profile for validation. The profile moves to the next step in the process as defined by Flow Control requirements.