Newforma Info Exchange™ Overview (File Transfer)

Project Center supports the exchange of files with external project team members via the Newforma Info Exchange Server. There are two parts to Info Exchange: The Info Exchange activity center, which is accessed by internal project team members from within Project Center, and the Info Exchange Server, which can be accessed by both internal and external project team members using a Web browser.

Info Exchange activity center

The Info Exchange activity center is where all file transfers are logged. Use it to transfer files, track all file transfers, and to access the Info Exchange website.

Info Exchange Server

The Info Exchange Server is a Web-enabled server that enables internal project team members to easily and securely exchange project files with external project team members (and vice-versa) using a website. It provides email notifications, reminders, automated transfer expiration (deletion), and a history log (audit trail) for all posted file transfers. After you send files via Info Exchange, other project team members can access the transfer and track its status. Additionally, a compressed .ZIP file containing the file contents of each file transfer sent or received via Info Exchange is automatically saved to the record copy location designated for the project, eliminating the need for internal project team members to separately save copies of transferred files. The contents of each file transfer can subsequently be searched, opened, or compared with Project Center's search feature.

When transferring files via Info Exchange, you can specify whether to limit access to specific project team members, or to provide anonymous access to anyone who visits your Newforma Info Exchange website using the Transfer to Info Exchange Options dialog box or the Modify File Transfer Access on Info Exchange dialog box.

Internal project team members

The Info Exchange activity center enables internal project team members to:

External project team members

The Info Exchange Server enables external (as well as internal) project team members to:

See Info Exchange Workflow Examples for External Users for information on how external team members might use the Info Exchange website.

Communication between Project Center Servers, Project Center clients, and Info Exchange

The following diagram shows the most common setup for the Project Center Server, Project Center clients, and the Info Exchange Server, and how they communicate with each other. All communication with the Info Exchange Server is done via HTTPS, which encrypts all incoming and outgoing communication. The Info Exchange Server is located outside of a firewall, and does not initiate any connections inside the firewall.

Info_exchange.BMP

Refer to New and Improved Features in Newforma Project Center for the latest updates to Info Exchange.

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