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FedLine Direct® File Environment and Configuration Change Matrix

These tables identify the appropriate steps and schedules to test changes you make to your FedLine Direct File environment. Refer to test request forms for lead-time requirements.

Requirements to Test Changes to Your FedLine Direct File Environment

Steps and schedules to test FedLine Direct File environment changes
Customer-Initiated Environment Changes and Other Testing Opportunities Required Customer Actions Federal Reserve Bank Production Environment Change Required Test Schedule
Customer-Initiated Environment Changes
  • Hardware upgrades:
    • Router (non-Federal Reserve Bank supplied)
    • Switches
    • Firewall
  • Operating System upgrade
  • Connect:Direct® server updates
Complete FedLine Direct File Connectivity Test or Repoint Request Form (PDF) Primary Site:
No

Alternate Site:
Yes
Contact the Customer Contact Center (CCC) to schedule Saturday testing
Performing connectivity testing or alternate site production processing Complete FedLine Direct File Connectivity Test or Repoint Request Form (PDF) Yes Contact the Customer Contact Center to schedule Saturday testing
Performing FedACH® application testing in Depository Institution Testing (DIT) environment Complete FedACH Services Test Request Form (Off-site) No Tuesday-Saturday

Additional FedLine Direct File Environment and Configuration Change Options

The configuration changes listed below are considered complex initiatives with durations that may vary depending on the magnitude of the project. Please note that all of the changes begin by submitting the FedLine Direct File Modify Worksheet. Your organization will work directly with a FedLine Technical Analyst to complete the additional required actions below at the appropriate time.

Steps and schedules to test complex FedLine Direct File environment and configuration changes
Customer-Initiated Configuration Changes Required Customer Actions Implementation Time from Start to Finish
Adding additional production Connect:Direct node
  • Complete FedLine Direct File Modify Worksheet (Contact a FedLine Project Manager to request worksheet)
  • Request Server Certificates
  • Complete FedLine Direct File Connectivity Test
  • Complete DIT Application Test
  • Complete scheduled Saturday Test
3-4 months
Adding additional production user record
  • Complete FedLine Direct File Modify Worksheet (Contact a FedLine Project Manager to request worksheet)
  • Complete FedLine Direct File Connectivity Test
  • Complete DIT Application Test
1-2 months
Adding additional test Connect:Direct node
  • Complete FedLine Direct File Modify Worksheet (Contact a FedLine Project Manager to request worksheet)
  • Request Server Certificates
  • Complete FedLine Direct File Connectivity Test
2-3 months
Adding additional test user record 1-2 months

Federal Reserve Bank Contact Information

Definitions

FedLine Direct File Connectivity Test
Validation of connectivity through an exchange of a non-value "hello world file" initiated by your organization's Connect:Direct server to the Federal Reserve Banks' Connect:Direct server and back. The "hello world file" may be executed by a Connect:Direct Copy Statement to the target destination.
DIT Application Test
Environmental changes may be verified by using the test version of FedACH Services.
Server Certificate
Certificate digitally signed by a trusted authority that is required to establish FedLine Direct communication between your organization and the Federal Reserve Banks.

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