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.
Define the files that should be retrieved from the FTP
Fetch files for data import
Setting up your FTP Connection Settings
Go to the Import page
From the navigation tab, click 'FTP Settings'
Click the 'Edit' button
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
Server Host
Server Port
Server Username
Server Password
If SFTP is selected, add the Private Key
To check if the FTP is successfully connected, click the 'Test FTP Connection' button.
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.
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 that contain your formatted data into the FTP server.
In the FTP Settings page, go to the FTP File Names section
Click, the 'Add FTP Filenames' button
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:
ab_certs_1.xlm
,ab_certs_2.xlsx
If you want to add more than 1 filename, click the '+ Add FTP Filename' button
Once completed, click the 'Submit' button
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.
FTP Data Import Activities
Allows you to see all the FTP import activities.