1. Orchestrator Guide
  2. Creating a Soft Coding Record for an FTP Server Connection

Creating a Soft Coding Record for an FTP Server Connection

Create a soft coding record for a connection to a server that supports FTP or SFTP. This enables a business administrator to create connector service requests for transferring files to an FTP server.

  1. On the Orchestrator Studio Home page, click the Connections icon.
  2. On the Connections side panel, click the New button and select FTP from the drop-down list.
  3. On the Connection design page, complete these fields:

    • Name. Enter a unique name for the FTP connection.

    • Description. Enter a description to identify the connection. For example, if you are creating more than one soft coding record to connect to different locations, you should include the respective location in the description of each of the soft coding records.

      The type of connection is displayed next to the Description field.

    • User/Role. Enter the user who is authorized to run the originating orchestration, which is the orchestration on the local system that will use the FTP connection. The user can be an EnterpriseOne user, role, or *PUBLIC.

    • Environment. Enter the environment where the local orchestrations reside.

  4. In the FTP Connection area, complete the following fields:

    • FTP Host. Enter the URL of the FTP server.

    • FTP Port. Enter the port number of the FTP host server.

    • Connection Type. Choose the connection type. Valid values are Anonymous, Username/Password, and SSH Key.

    • User. Enter the user who is authorized to access the directory on the FTP server.

    • Password. Enter the password of the user who is authorized to access the directory on the FTP server.

    • Use Secure FTP (SFTP). Enable this toggle if the server uses secure FTP.

    • FTP File Path. Enter the path to the directory on the FTP server where you want the file transferred.

    • Passphrase. If you chose SSH Key as the connection type, this field appears. If the associated OpenSSH key file requires a passphrase, enter the passphrase here.

    • SSH File. If you chose SSH Key as the connection type, this field appears. You can drop a OpenSSH key file into the box to upload the file.

  5. Click Save.