FTP Settings

Getting Started

In this section, you'll have the ability to manage your FTP Connections settings and the files you want to retrieve or from your FTP server.

1. Setting up an Active FTP Connection

2. Define the files that should be retrieved from the FTP

3. Fetch files for data import

4. View FTP Import Activities

Setting up your FTP Connection Settings

1. Go to the Import page

2. From the navigation tab, click 'FTP Settings'

1. Click the 'Edit' button

FTP Connection Settings

• FTP Access Status

  • Active, continuously fetch/download the files from the FTP

  • Inactive, stops fetching /downloading the files from the FTP

• FTP Server Protocol

  • FTP, relies on usernames and passwords for authentication

  • SFTP, uses SSH keys for authentication, which are much more secure

Selecting Protocol

• Server Host

• Server Port

• Server Username

• Server Password

  • If SFTP is selected, add the Private Key

1. To check if the FTP is successfully connected, click the 'Test FTP Connection' button.

2. Once the FTP is connected, click the 'Save Changes' button.

Once you are done setting up your FTP connection, the next step is to add the files you want to fetch or retrieve from the FTP servers.

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Define the filenames

Defining or nominating the filenames is required so that IAF CertSearch can retrieve your data from your server into the IAF CertSearch database.

Prerequisite

Before defining the filenames, ensure that you have uploaded the files which contain your formatted data into the FTP server.

1. In the FTP Settings page, go to the FTP File Names section

   
2. Click, the 'Add FTP Filenames' button

3. In the Add FTP File Name modal, add the filenames you want to retrieve.

Make sure that your file names match the file names uploaded to your server.

• Supported characters for a filename are the following:

  • Alphanumeric characters: A-z, a-z, 0-9

  • Dashes (-)

  • Underscores (_)

  • Spaces ( )

  • Forward slash, for subfolders support (/)

  • example: cb_certs_1.xlm, cb_certs_2.xlsx

1. If you want to add more than 1 filename, click the '+ Add FTP Filename' button

2. Once completed, click the 'Submit' button

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Fetch Files from FTP

Once the files are defined, you can either choose to:

• Fetch the files right away, which can be done by manually clicking the 'Fetch Files' button

• Fetch during the FTP crawl schedule which starts at UTC 01:00 am daily.

Rules

• Any changes made to your file will be updated every 24 hours.

• If the file names do not match, the system will not upload the file.

• Fetching the files will be skipped if there is no filename in the FTP filename section.

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FTP Data Import Activities

Allows you to see all the FTP import activities.

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