OFXBatch Control
Properties Methods Events Config Settings Errors
Enables sending of multiple requests to an OFX server through a single connection.
Syntax
OFXBatch
Remarks
The OFXBatch control allows your application to download account information, bank, credit card, investment, loan statements, make intrabank and/or interbank transfers, and/or download your FI profile in one single request submitted to the FI's OFX server. This control provides for applying a single authentication context to multiple requests in order to reduce the overhead of user authentication.
All downloads are batched into a single secure HTTPS connection to the financial institution. To use the OFXBatch control first identify the financial institution by setting the FIId, FIOrganization and FIUrl,properties. Next identify the OFX user and application by setting the OFXUser, OFXPassword, OFXAppId and OFXAppVersion properties. The same signon information will be used for the entire batch.
To build the request, depending on each request type, the corresponding IPWorks OFX components should be used. So, if account information, bank, credit card, investment, loan statement, bank transfer, and FI profile are part of this multiple request, then instances of Account, BankStatement, CCStatement, InvStatement, LoanStatement, BankTransfer, and FIProfile (corresponding to the each request type) should be used. The individual components that generate the OFX request aggregate will not need the sign on data to generate their request.
Set properties of each corresponding component (excluding the SignOn part which is already set), as you would do when using these components to send single requests to the server. Please refer to each control help files for details on how to build each individual OFX request .
Once you have finished setting the properties that describe each individual request, set the OFXBatchItemRequest in OFXBatch to the OFXRequest of each corresponding component. For example:
OFXBatch.OFXBatchItems[0].Request = BankStatement.OFXRequest;
OFXBatch.OFXBatchItems[1].Request = CCStatement.OFXRequest;
OFXBatch.OFXBatchItems[2].Request = FIProfile.OFXRequest;
Then, use the PostRequest method to build and transmit the request automatically.
Message sets will/must appear in the following order in the request: Signon, Signup, Bank statement, Intrabank funds transfers, Credit card statements, Loan statements, Investment statements, Interbank funds transfers, and FI Profile, regardless of their order while populating the OFXBatchItems. In the server response, the message sets will be returned in the server response in the same order.
Upon successful response, the OFXBatchItemResponse array property will be populated automatically, which will contain several blocks of information consisting of a server response for each request. To parse this response, the OFXBatchItemResponse at the same index should be passed as OFXResponse of the corresponding component using the same order as submitted in the request.
BankStatement.OFXResponse = OFXBatch.OFXBatchItems[0].Response;
CCStatement.OFXResponse = OFXBatch.OFXBatchItems[1].Response;
FIProfile.OFXResponse = OFXBatch.OFXBatchItems[2].Response;
Properties of each control are now populated and ready for retrieval.
Note: If signon data is different across components, then they cannot be used in the same batch, otherwise an error will be thrown.
Property List
The following is the full list of the properties of the control with short descriptions. Click on the links for further details.
FIId | Financial institution identifier. |
FIOrganization | Financial institution organization name. |
FirewallAutoDetect | This property tells the control whether or not to automatically detect and use firewall system settings, if available. |
FirewallType | This property determines the type of firewall to connect through. |
FirewallHost | This property contains the name or IP address of firewall (optional). |
FirewallPassword | This property contains a password if authentication is to be used when connecting through the firewall. |
FirewallPort | This property contains the transmission control protocol (TCP) port for the firewall Host . |
FirewallUser | This property contains a user name if authentication is to be used connecting through a firewall. |
FIUrl | Financial institution URL. |
OFXAppId | OFX application identifier. |
OFXAppVersion | OFX application version. |
OFXBatchItemCount | The number of records in the OFXBatchItem arrays. |
OFXBatchItemRequest | OFX request aggregate. |
OFXBatchItemRequestType | The type of OFX request included in the batch. |
OFXBatchItemRequestUID | The current batch item's unique transaction ID. |
OFXBatchItemResponse | The OFX response aggregate. |
OFXPassword | User's password. |
OFXUser | User's id. |
ProxyAuthScheme | This property is used to tell the control which type of authorization to perform when connecting to the proxy. |
ProxyAutoDetect | This property tells the control whether or not to automatically detect and use proxy system settings, if available. |
ProxyPassword | This property contains a password if authentication is to be used for the proxy. |
ProxyPort | This property contains the Transmission Control Protocol (TCP) port for the proxy Server (default 80). |
ProxyServer | If a proxy Server is given, then the HTTP request is sent to the proxy instead of the server otherwise specified. |
ProxySSL | This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy. |
ProxyUser | This property contains a user name, if authentication is to be used for the proxy. |
SSLAcceptServerCertEncoded | This is the certificate (PEM/base64 encoded). |
SSLCertEncoded | This is the certificate (PEM/base64 encoded). |
SSLCertStore | This is the name of the certificate store for the client certificate. |
SSLCertStorePassword | If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store. |
SSLCertStoreType | This is the type of certificate store for this certificate. |
SSLCertSubject | This is the subject of the certificate used for client authentication. |
SSLProvider | This specifies the SSL/TLS implementation to use. |
SSLServerCertEncoded | This is the certificate (PEM/base64 encoded). |
Timeout | A timeout for the control. |
Method List
The following is the full list of the methods of the control with short descriptions. Click on the links for further details.
Config | Sets or retrieves a configuration setting. |
PostRequest | Submits a batch of requests to an OFX server through a single connection. |
ReadOFXDataFile | Reads an OFX response from a file. |
Reset | Reset the internal state of the control and all properties to their default values. |
WriteOFXDataFile | Writes the OFX response sent by the server to a file. |
Event List
The following is the full list of the events fired by the control with short descriptions. Click on the links for further details.
ConnectionStatus | This event is fired to indicate changes in the connection state. |
Error | Information about errors during data delivery. |
SSLServerAuthentication | Fired after the server presents its certificate to the client. |
SSLStatus | Shows the progress of the secure connection. |
Config Settings
The following is a list of config settings for the control with short descriptions. Click on the links for further details.
CacheContent | If true, the original XML is saved in a buffer. |
Charset | Specifies the charset used when encoding data. |
EOL | The characters to use for separating lines. |
ErrorOnEmptyAttr | If true, passing an invalid attribute to the Attr method will throw an exception. |
ExtraNameChars | Extra characters for the parser to consider as name characters. |
ExtraSpaceChars | Extra characters for the parser to consider as white space. |
FlushOnEOL | If set, the parser flushes its text buffer after every line of text. |
IgnoreBadAttributePrefixes | If true, bad (unknown) attribute prefixes are ignored. |
IgnoreBadElementPrefixes | If true, bad (unknown) element prefixes are ignored. |
IncludeElementPrefix | Whether to include the prefix in the element name. |
IncludeXMLDeclaration | Whether to include the XML declaration when writing XML. |
Indent | The characters to use for each indentation level. |
Offset | Current offset of the document being parsed. |
PreserveWhitespace | If true, leading and trailing whitespace in element text is preserved. |
QuoteChar | Quote character to use for attribute values. |
StringProcessingOptions | Defines options to use when processing string values. |
CodePage | The system code page used for Unicode to Multibyte translations. |
MaskSensitive | Whether sensitive data is masked in log messages. |
UseInternalSecurityAPI | Tells the control whether or not to use the system security libraries or an internal implementation. |
FIId Property (OFXBatch Control)
Financial institution identifier.
Syntax
ofxbatchcontrol.FIId[=string]
Default Value
""
Remarks
FIId holds the identifier of the OFX Financial Institution and is used during signon. This value is unique for each organization name.
Data Type
String
FIOrganization Property (OFXBatch Control)
Financial institution organization name.
Syntax
ofxbatchcontrol.FIOrganization[=string]
Default Value
""
Remarks
This is the name of the OFX Financial Institution and is used during signon. Each organization has a unique FIId that must also be used at signon.
Data Type
String
FirewallAutoDetect Property (OFXBatch Control)
This property tells the control whether or not to automatically detect and use firewall system settings, if available.
Syntax
ofxbatchcontrol.FirewallAutoDetect[=boolean]
Default Value
False
Remarks
This property tells the control whether or not to automatically detect and use firewall system settings, if available.
Data Type
Boolean
FirewallType Property (OFXBatch Control)
This property determines the type of firewall to connect through.
Syntax
ofxbatchcontrol.FirewallType[=integer]
Possible Values
fwNone(0), fwTunnel(1), fwSOCKS4(2), fwSOCKS5(3), fwSOCKS4A(10)
Default Value
0
Remarks
This property determines the type of firewall to connect through. The applicable values are as follows:
fwNone (0) | No firewall (default setting). |
fwTunnel (1) | Connect through a tunneling proxy. FirewallPort is set to 80. |
fwSOCKS4 (2) | Connect through a SOCKS4 Proxy. FirewallPort is set to 1080. |
fwSOCKS5 (3) | Connect through a SOCKS5 Proxy. FirewallPort is set to 1080. |
fwSOCKS4A (10) | Connect through a SOCKS4A Proxy. FirewallPort is set to 1080. |
Data Type
Integer
FirewallHost Property (OFXBatch Control)
This property contains the name or IP address of firewall (optional).
Syntax
ofxbatchcontrol.FirewallHost[=string]
Default Value
""
Remarks
This property contains the name or IP address of firewall (optional). If a FirewallHost is given, the requested connections will be authenticated through the specified firewall when connecting.
If this property is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, this property is set to the corresponding address. If the search is not successful, the control fails with an error.
Data Type
String
FirewallPassword Property (OFXBatch Control)
This property contains a password if authentication is to be used when connecting through the firewall.
Syntax
ofxbatchcontrol.FirewallPassword[=string]
Default Value
""
Remarks
This property contains a password if authentication is to be used when connecting through the firewall. If FirewallHost is specified, the FirewallUser and FirewallPassword properties are used to connect and authenticate to the given firewall. If the authentication fails, the control fails with an error.
Data Type
String
FirewallPort Property (OFXBatch Control)
This property contains the transmission control protocol (TCP) port for the firewall Host .
Syntax
ofxbatchcontrol.FirewallPort[=integer]
Default Value
0
Remarks
This property contains the transmission control protocol (TCP) port for the firewall FirewallHost. See the description of the FirewallHost property for details.
Note: This property is set automatically when FirewallType is set to a valid value. See the description of the FirewallType property for details.
Data Type
Integer
FirewallUser Property (OFXBatch Control)
This property contains a user name if authentication is to be used connecting through a firewall.
Syntax
ofxbatchcontrol.FirewallUser[=string]
Default Value
""
Remarks
This property contains a user name if authentication is to be used connecting through a firewall. If the FirewallHost is specified, this property and FirewallPassword properties are used to connect and authenticate to the given Firewall. If the authentication fails, the control fails with an error.
Data Type
String
FIUrl Property (OFXBatch Control)
Financial institution URL.
Syntax
ofxbatchcontrol.FIUrl[=string]
Default Value
""
Remarks
This is the URL of the OFX Financial Institution to which the control will signon and fetch data.
Data Type
String
OFXAppId Property (OFXBatch Control)
OFX application identifier.
Syntax
ofxbatchcontrol.OFXAppId[=string]
Default Value
""
Remarks
This is the unique identifier of the user's OFX application.
Data Type
String
OFXAppVersion Property (OFXBatch Control)
OFX application version.
Syntax
ofxbatchcontrol.OFXAppVersion[=string]
Default Value
""
Remarks
This is the version of the user's OFX application.
Data Type
String
OFXBatchItemCount Property (OFXBatch Control)
The number of records in the OFXBatchItem arrays.
Syntax
ofxbatchcontrol.OFXBatchItemCount[=integer]
Default Value
0
Remarks
This property controls the size of the following arrays:
The array indices start at 0 and end at OFXBatchItemCount - 1.This property is not available at design time.
Data Type
Integer
OFXBatchItemRequest Property (OFXBatch Control)
OFX request aggregate.
Syntax
ofxbatchcontrol.OFXBatchItemRequest(OFXBatchItemIndex)[=string]
Default Value
""
Remarks
OFX request aggregate. The OFXBatchItemRequest is obtained by setting it to a OFXRequest aggregate of a control that corresponds to that request type. For example:
OFXBatch.OFXBatchItemCount = 3;
OFXBatch.OFXBathcItems[0].Request = BankStatement.OFXRequest;
OFXBatch.OFXBathcItems[1].Request = CCStatement.OFXRequest;
OFXBatch.OFXBathcItems[2].Request = FIProfile.OFXRequest;
Message sets will/must appear in the following order in the batch request sent to the server: Signon, Signup, Bank statement, Intrabank funds transfers, Credit card statements, Loan statements, Investment statements, Interbank funds transfers, and FI Profile, regardless of their order while populating the OFXBatchItems. In the server response, the message sets will be returned in the server response in the same order.
The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.
This property is not available at design time.
Data Type
String
OFXBatchItemRequestType Property (OFXBatch Control)
The type of OFX request included in the batch.
Syntax
ofxbatchcontrol.OFXBatchItemRequestType(OFXBatchItemIndex)
Default Value
""
Remarks
The type of OFX request included in the batch. Request types supported by OFXBatch component are: Account Info, Bank, Credit Card, Loan, and Investment statement download, Intrabank and Interbank Transfer, Bill Pay, and FI Profile. The support for these requests depend whether the FI OFX server supports that request type and whether they allow it to be part of a batch request.
Possible values and their meanings are as follows:
Value | Meaning |
ACCTINFO | Account Information request |
STMT | Bank Statement request |
CCSTMT | Credit Card Statement request |
LOANSTMT | Loan Statement request |
INVSTMT | Investment Statement request |
INTRA | Intrabank Transfer request (Note: This is subject to synchronization and should be followed by calling the SynchronizeTransfers; method in BankTransfer control, depending on what was requested as part of the batch.) |
INTER | Interbank Transfer request (Note: This is subject to synchronization and should be followed by calling the SynchronizeTransfers; method in BankTransfer control, depending on what was requested as part of the batch.) |
BILLPAY | Bill Payment request (Note: This is subject to synchronization and should be followed by calling the SynchronizePayments; and/or SynchronizePayees methods in BillPayment control, depending on what was requested as part of the batch.) |
PROF | FI Profile request |
The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.
This property is read-only and not available at design time.
Data Type
String
OFXBatchItemRequestUID Property (OFXBatch Control)
The current batch item's unique transaction ID.
Syntax
ofxbatchcontrol.OFXBatchItemRequestUID(OFXBatchItemIndex)
Default Value
""
Remarks
The current batch item's unique transaction ID.
The value in OFXBatchItemResponse is parsed out of the server's response to the batch and matched to the appropriate original OFXBatchItemRequest using by matching the response UID to the OFXBatchItemRequestUID.
The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.
This property is read-only and not available at design time.
Data Type
String
OFXBatchItemResponse Property (OFXBatch Control)
The OFX response aggregate.
Syntax
ofxbatchcontrol.OFXBatchItemResponse(OFXBatchItemIndex)[=string]
Default Value
""
Remarks
The OFX response aggregate. This string represents the OFX response aggregate for the current OFXBatchItemRequest. When the OFXBatch is posted, the OFXBatchItemResponse property will be populated automatically with the server's response to the OFXBatchItemRequest.
For example, if the batch request consisted of BankStatement, CCStatement and FIProfile, such as:
OFXBatch.OFXBatchItemCount = 3;
OFXBatch.OFXBatchItems[0].Request = BankStatement.OFXRequest;
OFXBatch.OFXBatchItems[1].Request = CCStatement.OFXRequest;
OFXBatch.OFXBatchItems[2].Request = FIProfile.OFXRequest;
Upon successful server response, the OFXResponse aggregate of the corresponding control should be set (in the same order as they were included in the batch request), for example:
BankStatement.OFXResponse = OFXBatch.OFXBatchItems[0].Response;
CCStatement.OFXResponse = OFXBatch.OFXBatchItems[1].Response;
FIProfile.OFXResponse = OFXBatch.OFXBatchItems[2].Response;
Properties of each control are now populated and ready for retrieval.
The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.
This property is not available at design time.
Data Type
String
OFXPassword Property (OFXBatch Control)
User's password.
Syntax
ofxbatchcontrol.OFXPassword[=string]
Default Value
""
Remarks
This is the password used when signing on to the OFX Financial Institution's service.
Data Type
String
OFXUser Property (OFXBatch Control)
User's id.
Syntax
ofxbatchcontrol.OFXUser[=string]
Default Value
""
Remarks
This is the UserID used when signing on to the OFX Financial Institution's service.
Data Type
String
ProxyAuthScheme Property (OFXBatch Control)
This property is used to tell the control which type of authorization to perform when connecting to the proxy.
Syntax
ofxbatchcontrol.ProxyAuthScheme[=integer]
Possible Values
authBasic(0), authDigest(1), authProprietary(2), authNone(3), authNtlm(4), authNegotiate(5)
Default Value
0
Remarks
This property is used to tell the control which type of authorization to perform when connecting to the proxy. This is used only when the ProxyUser and ProxyPassword properties are set.
ProxyAuthScheme should be set to authNone (3) when no authentication is expected.
By default, ProxyAuthScheme is authBasic (0), and if the ProxyUser and ProxyPassword properties are set, the component will attempt basic authentication.
If ProxyAuthScheme is set to authDigest (1), digest authentication will be attempted instead.
If ProxyAuthScheme is set to authProprietary (2), then the authorization token will not be generated by the control. Look at the configuration file for the control being used to find more information about manually setting this token.
If ProxyAuthScheme is set to authNtlm (4), NTLM authentication will be used.
For security reasons, setting this property will clear the values of ProxyUser and ProxyPassword.
Data Type
Integer
ProxyAutoDetect Property (OFXBatch Control)
This property tells the control whether or not to automatically detect and use proxy system settings, if available.
Syntax
ofxbatchcontrol.ProxyAutoDetect[=boolean]
Default Value
False
Remarks
This property tells the control whether or not to automatically detect and use proxy system settings, if available. The default value is .
Data Type
Boolean
ProxyPassword Property (OFXBatch Control)
This property contains a password if authentication is to be used for the proxy.
Syntax
ofxbatchcontrol.ProxyPassword[=string]
Default Value
""
Remarks
This property contains a password if authentication is to be used for the proxy.
If ProxyAuthScheme is set to Basic Authentication, the ProxyUser and ProxyPassword are Base64 encoded and the proxy authentication token will be generated in the form Basic [encoded-user-password].
If ProxyAuthScheme is set to Digest Authentication, the ProxyUser and ProxyPassword properties are used to respond to the Digest Authentication challenge from the server.
If ProxyAuthScheme is set to NTLM Authentication, the ProxyUser and ProxyPassword properties are used to authenticate through NTLM negotiation.
Data Type
String
ProxyPort Property (OFXBatch Control)
This property contains the Transmission Control Protocol (TCP) port for the proxy Server (default 80).
Syntax
ofxbatchcontrol.ProxyPort[=integer]
Default Value
80
Remarks
This property contains the Transmission Control Protocol (TCP) port for the proxy ProxyServer (default 80). See the description of the ProxyServer property for details.
Data Type
Integer
ProxyServer Property (OFXBatch Control)
If a proxy Server is given, then the HTTP request is sent to the proxy instead of the server otherwise specified.
Syntax
ofxbatchcontrol.ProxyServer[=string]
Default Value
""
Remarks
If a proxy ProxyServer is given, then the HTTP request is sent to the proxy instead of the server otherwise specified.
If the ProxyServer property is set to a domain name, a DNS request is initiated. Upon successful termination of the request, the ProxyServer property is set to the corresponding address. If the search is not successful, an error is returned.
Data Type
String
ProxySSL Property (OFXBatch Control)
This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy.
Syntax
ofxbatchcontrol.ProxySSL[=integer]
Possible Values
psAutomatic(0), psAlways(1), psNever(2), psTunnel(3)
Default Value
0
Remarks
This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy. The applicable values are as follows:
psAutomatic (0) | Default setting. If the URL is an https URL, the control will use the psTunnel option. If the URL is an http URL, the control will use the psNever option. |
psAlways (1) | The connection is always SSL enabled. |
psNever (2) | The connection is not SSL enabled. |
psTunnel (3) | The connection is made through a tunneling (HTTP) proxy. |
Data Type
Integer
ProxyUser Property (OFXBatch Control)
This property contains a user name, if authentication is to be used for the proxy.
Syntax
ofxbatchcontrol.ProxyUser[=string]
Default Value
""
Remarks
This property contains a user name, if authentication is to be used for the proxy.
If ProxyAuthScheme is set to Basic Authentication, the ProxyUser and ProxyPassword are Base64 encoded and the proxy authentication token will be generated in the form Basic [encoded-user-password].
If ProxyAuthScheme is set to Digest Authentication, the ProxyUser and ProxyPassword properties are used to respond to the Digest Authentication challenge from the server.
If ProxyAuthScheme is set to NTLM Authentication, the ProxyUser and ProxyPassword properties are used to authenticate through NTLM negotiation.
Data Type
String
SSLAcceptServerCertEncoded Property (OFXBatch Control)
This is the certificate (PEM/base64 encoded).
Syntax
ofxbatchcontrol.SSLAcceptServerCertEncoded[=string]
Default Value
""
Remarks
This is the certificate (PEM/base64 encoded). This property is used to assign a specific certificate. The SSLAcceptServerCertStore and SSLAcceptServerCertSubject properties also may be used to specify a certificate.
When SSLAcceptServerCertEncoded is set, a search is initiated in the current SSLAcceptServerCertStore for the private key of the certificate. If the key is found, SSLAcceptServerCertSubject is updated to reflect the full subject of the selected certificate; otherwise, SSLAcceptServerCertSubject is set to an empty string.
To read or write binary data to the property, a Variant (Byte Array) version is provided in .SSLAcceptServerCertEncodedB.
This property is not available at design time.
Data Type
Binary String
SSLCertEncoded Property (OFXBatch Control)
This is the certificate (PEM/base64 encoded).
Syntax
ofxbatchcontrol.SSLCertEncoded[=string]
Default Value
""
Remarks
This is the certificate (PEM/base64 encoded). This property is used to assign a specific certificate. The SSLCertStore and SSLCertSubject properties also may be used to specify a certificate.
When SSLCertEncoded is set, a search is initiated in the current SSLCertStore for the private key of the certificate. If the key is found, SSLCertSubject is updated to reflect the full subject of the selected certificate; otherwise, SSLCertSubject is set to an empty string.
To read or write binary data to the property, a Variant (Byte Array) version is provided in .SSLCertEncodedB.
This property is not available at design time.
Data Type
Binary String
SSLCertStore Property (OFXBatch Control)
This is the name of the certificate store for the client certificate.
Syntax
ofxbatchcontrol.SSLCertStore[=string]
Default Value
"MY"
Remarks
This is the name of the certificate store for the client certificate.
The SSLCertStoreType property denotes the type of the certificate store specified by SSLCertStore. If the store is password protected, specify the password in SSLCertStorePassword.
SSLCertStore is used in conjunction with the SSLCertSubject property to specify client certificates. If SSLCertStore has a value, and SSLCertSubject or SSLCertEncoded is set, a search for a certificate is initiated. Please see the SSLCertSubject property for details.
Designations of certificate stores are platform-dependent.
The following are designations of the most common User and Machine certificate stores in Windows:
MY | A certificate store holding personal certificates with their associated private keys. |
CA | Certifying authority certificates. |
ROOT | Root certificates. |
When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).
To read or write binary data to the property, a Variant (Byte Array) version is provided in .SSLCertStoreB.
Data Type
Binary String
SSLCertStorePassword Property (OFXBatch Control)
If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.
Syntax
ofxbatchcontrol.SSLCertStorePassword[=string]
Default Value
""
Remarks
If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.
Data Type
String
SSLCertStoreType Property (OFXBatch Control)
This is the type of certificate store for this certificate.
Syntax
ofxbatchcontrol.SSLCertStoreType[=integer]
Possible Values
cstUser(0), cstMachine(1), cstPFXFile(2), cstPFXBlob(3), cstJKSFile(4), cstJKSBlob(5), cstPEMKeyFile(6), cstPEMKeyBlob(7), cstPublicKeyFile(8), cstPublicKeyBlob(9), cstSSHPublicKeyBlob(10), cstP7BFile(11), cstP7BBlob(12), cstSSHPublicKeyFile(13), cstPPKFile(14), cstPPKBlob(15), cstXMLFile(16), cstXMLBlob(17), cstJWKFile(18), cstJWKBlob(19), cstSecurityKey(20), cstBCFKSFile(21), cstBCFKSBlob(22), cstPKCS11(23), cstAuto(99)
Default Value
0
Remarks
This is the type of certificate store for this certificate.
The control supports both public and private keys in a variety of formats. When the cstAuto value is used the control will automatically determine the type. This property can take one of the following values:
0 (cstUser - default) | For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: this store type is not available in Java. |
1 (cstMachine) | For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java. |
2 (cstPFXFile) | The certificate store is the name of a PFX (PKCS12) file containing certificates. |
3 (cstPFXBlob) | The certificate store is a string (binary or base64-encoded) representing a certificate store in PFX (PKCS12) format. |
4 (cstJKSFile) | The certificate store is the name of a Java Key Store (JKS) file containing certificates. Note: this store type is only available in Java. |
5 (cstJKSBlob) | The certificate store is a string (binary or base64-encoded) representing a certificate store in Java Key Store (JKS) format. Note: this store type is only available in Java. |
6 (cstPEMKeyFile) | The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate. |
7 (cstPEMKeyBlob) | The certificate store is a string (binary or base64-encoded) that contains a private key and an optional certificate. |
8 (cstPublicKeyFile) | The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate. |
9 (cstPublicKeyBlob) | The certificate store is a string (binary or base64-encoded) that contains a PEM- or DER-encoded public key certificate. |
10 (cstSSHPublicKeyBlob) | The certificate store is a string (binary or base64-encoded) that contains an SSH-style public key. |
11 (cstP7BFile) | The certificate store is the name of a PKCS7 file containing certificates. |
12 (cstP7BBlob) | The certificate store is a string (binary) representing a certificate store in PKCS7 format. |
13 (cstSSHPublicKeyFile) | The certificate store is the name of a file that contains an SSH-style public key. |
14 (cstPPKFile) | The certificate store is the name of a file that contains a PPK (PuTTY Private Key). |
15 (cstPPKBlob) | The certificate store is a string (binary) that contains a PPK (PuTTY Private Key). |
16 (cstXMLFile) | The certificate store is the name of a file that contains a certificate in XML format. |
17 (cstXMLBlob) | The certificate store is a string that contains a certificate in XML format. |
18 (cstJWKFile) | The certificate store is the name of a file that contains a JWK (JSON Web Key). |
19 (cstJWKBlob) | The certificate store is a string that contains a JWK (JSON Web Key). |
21 (cstBCFKSFile) | The certificate store is the name of a file that contains a BCFKS (Bouncy Castle FIPS Key Store). Note: this store type is only available in Java and .NET. |
22 (cstBCFKSBlob) | The certificate store is a string (binary or base64-encoded) representing a certificate store in BCFKS (Bouncy Castle FIPS Key Store) format. Note: this store type is only available in Java and .NET. |
23 (cstPKCS11) | The certificate is present on a physical security key accessible via a PKCS11 interface.
To use a security key the necessary data must first be collected using the CertMgr control. The ListStoreCertificates method may be called after setting CertStoreType to cstPKCS11, CertStorePassword to the PIN, and CertStore to the full path of the PKCS11 dll. The certificate information returned in the CertList event's CertEncoded parameter may be saved for later use. When using a certificate, pass the previously saved security key information as the SSLCertStore and set SSLCertStorePassword to the PIN. Code Example: SSH Authentication with Security Key
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99 (cstAuto) | The store type is automatically detected from the input data. This setting may be used with both public and private keys and can detect any of the supported formats automatically. |
Data Type
Integer
SSLCertSubject Property (OFXBatch Control)
This is the subject of the certificate used for client authentication.
Syntax
ofxbatchcontrol.SSLCertSubject[=string]
Default Value
""
Remarks
This is the subject of the certificate used for client authentication.
This property must be set after all other certificate properites are set. When this property is set, a search is performed in the current certificate store certificate with matching subject.
If a matching certificate is found, the property is set to the full subject of the matching certificate.
If an exact match is not found, the store is searched for subjects containing the value of the property.
If a match is still not found, the property is set to an empty string, and no certificate is selected.
The special value "*" picks a random certificate in the certificate store.
The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=support@nsoftware.com". Common fields and their meanings are displayed below.
Field | Meaning |
CN | Common Name. This is commonly a host name like www.server.com. |
O | Organization |
OU | Organizational Unit |
L | Locality |
S | State |
C | Country |
E | Email Address |
If a field value contains a comma it must be quoted.
Data Type
String
SSLProvider Property (OFXBatch Control)
This specifies the SSL/TLS implementation to use.
Syntax
ofxbatchcontrol.SSLProvider[=integer]
Possible Values
sslpAutomatic(0), sslpPlatform(1), sslpInternal(2)
Default Value
0
Remarks
This property specifies the SSL/TLS implementation to use. In most cases the default value of 0 (Automatic) is recommended and should not be changed. When set to 0 (Automatic) the control will select whether to use the platform implementation or the internal implementation depending on the operating system as well as the TLS version being used.
Possible values are:
0 (sslpAutomatic - default) | Automatically selects the appropriate implementation. |
1 (sslpPlatform) | Uses the platform/system implementation. |
2 (sslpInternal) | Uses the internal implementation. |
In most cases using the default value (Automatic) is recommended. The control will select a provider depending on the current platform.
When Automatic is selected the platform implementation is used by default. When TLS 1.3 is enabled via SSLEnabledProtocols the internal implementation is used.
Data Type
Integer
SSLServerCertEncoded Property (OFXBatch Control)
This is the certificate (PEM/base64 encoded).
Syntax
ofxbatchcontrol.SSLServerCertEncoded
Default Value
""
Remarks
This is the certificate (PEM/base64 encoded). This property is used to assign a specific certificate. The SSLServerCertStore and SSLServerCertSubject properties also may be used to specify a certificate.
When SSLServerCertEncoded is set, a search is initiated in the current SSLServerCertStore for the private key of the certificate. If the key is found, SSLServerCertSubject is updated to reflect the full subject of the selected certificate; otherwise, SSLServerCertSubject is set to an empty string.
To read or write binary data to the property, a Variant (Byte Array) version is provided in .SSLServerCertEncodedB.
This property is read-only and not available at design time.
Data Type
Binary String
Timeout Property (OFXBatch Control)
A timeout for the control.
Syntax
ofxbatchcontrol.Timeout[=integer]
Default Value
60
Remarks
If the Timeout property is set to 0, all operations will run uninterrupted until successful completion or an error condition is encountered.
If Timeout is set to a positive value, the control will wait for the operation to complete before returning control.
The control will use DoEvents to enter an efficient wait loop during any potential waiting period, making sure that all system events are processed immediately as they arrive. This ensures that the host application does not "freeze" and remains responsive.
If Timeout expires, and the operation is not yet complete, the control fails with an error.
Please note that by default, all timeouts are inactivity timeouts, i.e. the timeout period is extended by Timeout seconds when any amount of data is successfully sent or received.
The default value for the Timeout property is 60 seconds.
Data Type
Integer
Config Method (OFXBatch Control)
Sets or retrieves a configuration setting.
Syntax
ofxbatchcontrol.Config ConfigurationString
Remarks
Config is a generic method available in every control. It is used to set and retrieve configuration settings for the control.
These settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the control, access to these internal properties is provided through the Config method.
To set a configuration setting named PROPERTY, you must call Config("PROPERTY=VALUE"), where VALUE is the value of the setting expressed as a string. For boolean values, use the strings "True", "False", "0", "1", "Yes", or "No" (case does not matter).
To read (query) the value of a configuration setting, you must call Config("PROPERTY"). The value will be returned as a string.
PostRequest Method (OFXBatch Control)
Submits a batch of requests to an OFX server through a single connection.
Syntax
ofxbatchcontrol.PostRequest
Remarks
This function generates the Signon and multiple requests page, submits it to the financial institution via secure HTTPS Post, and receives the multiple responses stored in OFXBatchItems property.
To create the batch of requests, first you will to create instances of the corresponding components to request type such as BankStatement, CCStatement, InvStatement, or FIProfile. Then, build the OFX request for each component used.
Finally, set the OFXBatchItemRequest array property to each OFXRequest of the corresponding component.
When PostRequest is called, the server response will be returned in OFXBatchItemResponse array property, ready to be retrieved by each individual component.
ReadOFXDataFile Method (OFXBatch Control)
Reads an OFX response from a file.
Syntax
ofxbatchcontrol.ReadOFXDataFile FileName
Remarks
This method reads a previously recorded OFX response from a file, including HTTP and OFX headers.
The following read-only properties are populated as a result of parsing the data file:
Reset Method (OFXBatch Control)
Reset the internal state of the control and all properties to their default values.
Syntax
ofxbatchcontrol.Reset
Remarks
The Reset method does not have any parameters and does not return any value.
WriteOFXDataFile Method (OFXBatch Control)
Writes the OFX response sent by the server to a file.
Syntax
ofxbatchcontrol.WriteOFXDataFile FileName
Remarks
This method records the entire OFX response, including HTTP and OFX headers to a file. This file can later be read and parsed by the ReadOFXDataFile method as though it were a live response.
ConnectionStatus Event (OFXBatch Control)
This event is fired to indicate changes in the connection state.
Syntax
Sub ofxbatchcontrol_ConnectionStatus(ConnectionEvent As String, StatusCode As Integer, Description As String)
Remarks
The ConnectionStatus event is fired when the connection state changes: for example, completion of a firewall or proxy connection or completion of a security handshake.
The ConnectionEvent parameter indicates the type of connection event. Values may include the following:
Firewall connection complete. | |
Secure Sockets Layer (SSL) or S/Shell handshake complete (where applicable). | |
Remote host connection complete. | |
Remote host disconnected. | |
SSL or S/Shell connection broken. | |
Firewall host disconnected. |
Error Event (OFXBatch Control)
Information about errors during data delivery.
Syntax
Sub ofxbatchcontrol_Error(ErrorCode As Integer, Description As String)
Remarks
The Error event is fired in case of exceptional conditions during message processing. Normally the control fails with an error.
ErrorCode contains an error code and Description contains a textual description of the error. For a list of valid error codes and their descriptions, please refer to the Error Codes section.
SSLServerAuthentication Event (OFXBatch Control)
Fired after the server presents its certificate to the client.
Syntax
Sub ofxbatchcontrol_SSLServerAuthentication(CertEncoded As String, CertSubject As String, CertIssuer As String, Status As String, Accept As Boolean)
Remarks
This event is where the client can decide whether to continue with the connection process or not. The Accept parameter is a recommendation on whether to continue or close the connection. This is just a suggestion: application software must use its own logic to determine whether to continue or not.
When Accept is False, Status shows why the verification failed (otherwise, Status contains the string "OK"). If it is decided to continue, you can override and accept the certificate by setting the Accept parameter to True.
SSLStatus Event (OFXBatch Control)
Shows the progress of the secure connection.
Syntax
Sub ofxbatchcontrol_SSLStatus(Message As String)
Remarks
The event is fired for informational and logging purposes only. Used to track the progress of the connection.
Config Settings (OFXBatch Control)
The control accepts one or more of the following configuration settings. Configuration settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the control, access to these internal properties is provided through the Config method.
XML Config Settings | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CacheContent: If true, the original XML is saved in a buffer.This config controls whether or not the component retains the entire original XML in a buffer. This is used to retain the original XML as opposed to returning generated XML after parsing. The default value is true. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Charset: Specifies the charset used when encoding data.This setting specifies the character set used when encoding data. This value will also be used when creating the XMLDeclaration. The default value is "utf-8". | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
EOL:
The characters to use for separating lines.If specified, the control will format the output XML, using the specified characters to
separate multiple lines for nested XML elements. The default value is CRLF (Chr$(13) & Chr$(10))
.
This option should be combined with Indent for full effect. |
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ErrorOnEmptyAttr: If true, passing an invalid attribute to the Attr method will throw an exception.If an invalid attribute name is passed into the GetAttr method, the method will return with an empty string if this is set to false, otherwise an exception is thrown. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ExtraNameChars:
Extra characters for the parser to consider as name characters.Normally, the parser considers only the following characters as
part of an XML identifier: 'A' through 'Z', 'a' through 'z',
'0' through '9', and '.', '-', '_', ':'.
If you would like any other characters to be considered as name characters, you may set them as a string into this property. |
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ExtraSpaceChars:
Extra characters for the parser to consider as white space.Normally, the parser considers only the following characters as
white space: ' ' (space), '\t' (tab), '\ n' (newline), '\r' (carriage
return), '\f' (form feed), and '\v' (vertical tab).
If you would like any other characters to be considered as white space, you may set them as a string into this property. |
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FlushOnEOL: If set, the parser flushes its text buffer after every line of text.The FlushOnEOL property controls whether Characters events are fired for every line of the input text stream or not. Normally lines are buffered internally and delivered in batches, but if the FlushOnEOL flag is set, then a Characters event is fired for each line. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IgnoreBadAttributePrefixes: If true, bad (unknown) attribute prefixes are ignored.Normally a trappable error is generated when an unknown attribute prefix is encountered. This setting suppresses the error. The default value is True. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IgnoreBadElementPrefixes: If true, bad (unknown) element prefixes are ignored.Normally a trappable error is generated when an unknown element prefix is encountered. This setting suppresses the error. The default value is True. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IncludeElementPrefix:
Whether to include the prefix in the element name.This setting specifies whether to include the element prefix in the Element parameter of the StartElement and EndElement
events.
If False (default) and Validate is set to False the prefix is included in the Element parameter. For instance: ds:DigestMethod If True and Validate is set to False the prefix is not included in the Element parameter. For instance: DigestMethod This setting is only applicable when Validate is False. |
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IncludeXMLDeclaration:
Whether to include the XML declaration when writing XML.This setting specifies whether the XML declaration is included in the output XML when
writing XML. When set to True (default) the XML declaration will be included above
any user specified XML. For instance:
<?xml version="1.0" encoding="utf-8" standalone="yes" ?> ... |
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Indent:
The characters to use for each indentation level.If specified, the control will format the output XML, using the specified characters to
denote each indentation level for nested XML elements.
This option should be combined with EOL for full effect. |
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Offset:
Current offset of the document being parsed.This property is useful for determining the location of
possible XML errors in the document.
Offset values start at 1. |
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PreserveWhitespace: If true, leading and trailing whitespace in element text is preserved.Normally the leading and trailing whitespace from an element's text is trimmed. When this property is set to true, this leading and trailing whitespace is preserved. The default value is false. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QuoteChar: Quote character to use for attribute values.By default, the control will use double quotes around attribute values. This property can be used to specify a different character such as a single quote. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
StringProcessingOptions:
Defines options to use when processing string values.This setting determines what additional processing is performed on string values fired through the Characters event..
Note: This only applies when BuildDOM is False. By default no additional processing is performed and the string is returned as is from the document. Strings may also be XML unescaped. Possible values are:
For instance, when set to 0 the following text may be fired through the Characters event: &"<> When set to 1 the following text would be fired through the Characters event: &"<> |
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Base Config Settings | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CodePage:
The system code page used for Unicode to Multibyte translations.The default code page is Unicode UTF-8 (65001).
The following is a list of valid code page identifiers:
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MaskSensitive:
Whether sensitive data is masked in log messages.In certain circumstances it may be beneficial to mask sensitive data, like passwords, in log messages. Set this to to mask sensitive data. The default is .
This setting only works on these controls: AS3Receiver, AS3Sender, Atom, Client(3DS), FTP, FTPServer, IMAP, OFTPClient, SSHClient, SCP, Server(3DS), Sexec, SFTP, SFTPServer, SSHServer, TCPClient, TCPServer. |
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UseInternalSecurityAPI:
Tells the control whether or not to use the system security libraries or an internal implementation.
When set to , the control will use the system security libraries by default to perform cryptographic functions where applicable.
Setting this setting to tells the control to use the internal implementation instead of using the system security libraries. This setting is set to by default on all platforms. |
Trappable Errors (OFXBatch Control)
XML Errors
20102 Invalid attribute index. | |
20103 No attributes available. | |
20104 Invalid namespace index. | |
20105 No namespaces available. | |
20106 Invalid element index. | |
20107 No elements available. | |
20108 Attribute does not exist. | |
20202 Unbalanced element tag. | |
20203 Unknown element prefix (can't find namespace). | |
20204 Unknown attribute prefix (can't find namespace). | |
20205 Invalid XML markup. | |
20206 Invalid end state for parser. | |
20207 Document contains unbalanced elements. | |
20208 Invalid XPath. | |
20209 No such child. | |
20210 Top element does not match start of path. | |
20211 DOM tree unavailable (set BuildDOM to true and reparse). | |
20303 Can't open file. | |
20402 Invalid XML would be generated. | |
20403 An invalid XML name has been specified. |