The SFTP File Upload action is used to send files (Documents) securely to an SFTP server

This is specifically for SFTP and will not work with standard FTP servers. SFTP is preferred because it uses a secure channel which adds a layer of security to the data transfer.

Options


    • Server / Port - The Server name and Port of the server


    • Security Mode - Type of security to use when connecting to SFTP server


    • Key Document ID - ID of the Document that stores the Private Key (for Username / Private Key security - See Public / Private Keys notes)


    • Username / Password - The Username and Password to log into the server (for Username / Password security)

or

    • Username / Key Password - The Username and ID of to log into the server (for Username / Private Key security - See Public / Private Keys notes)



Server Path for Document(s) Uploaded


    • Remote Path and Filename - The server's path and file name of he Document(s) once uploaded. Use variables to ensure unique naming if necessary.



Documents to Process


    • Document Category - Only documents in this Category will be sent


    • Document SubCategory - Only documents in this SubCategory will be sent


    • Document Name - Only documents with this Name will be sent






Public / Private Keys: You can use public/private key combinations with the SFTP action. Here are the steps:

  1. Give your public key to the SFTP server administrator so they can apply it to their security
  2. Upload your private key file as a Document within DocMgt and remember the ID of that document for later. NOTE:  It would probably be best to set up a custom record type for the Record and limit its availability to only those who should use the keys.
  3. In the SFTP action
    1. Select a Security Mode of Username / Private Key.
    2. Add the ID of your Private Key Document in the Key Document ID field
    3. Set your Username for the SFTP server in the Username field
    4. Set the password for the Key in the Key Password field
  4. Test your connection to be sure it works as expected