Configuring a Connector to Transfer Files Using File Transfer Protocol (FTP) (Orchestrator Studio 6.1.0)
You can configure a connector to transfer files using FTP or secure file transfer protocol (SFTP). With this type of connector, referred to as an FTP connector, you can:
Transfer the output of a report service request to an FTP server.
The connector can transfer the output of a standard EnterpriseOne report or an embedded Oracle BI Publisher report.
Transfer other types of files from an FTP server to a temporary directory on the AIS Server.
An administrator must define the temporary directory in the basic configuration settings for the AIS Server. For more information, see Set Up a Temporary Directory on the AIS Server for File Transfers.
Transfer files in the temporary directory on the AIS Server to an FTP server.
An FTP connector uses a secure connection created through a soft coding record to receive and send a file from an FTP server.
An FTP connector can transfer only one file at a time.
Configure an FTP Connector to Transfer the Output of a Report Service Request
Create and name the connector service request as described in Creating a Service Request.
On the Connector design page, click the Connection field and select a connection under the FTP category.
If there are no connections available for an FTP connector, ask your system administrator to create one. See Creating a Soft Coding Record for an FTP Server Connection (Orchestrator Studio 6.1.0).
Click the Report option and complete these fields:
Job Number. By default, this field contains a variable. When you add this connector to an orchestration, you can map the job number of a report returned from a report service request to this variable. You can modify the variable name if desired. Or you can delete the variable (including the special characters) and replace it with an actual job number.
Execution Server. Enter the server where the report was generated. By default, this field contains a variable. When you add this connector to an orchestration, you can map the name of this server from the report service request, which returns the name of this server. You can modify the variable name if desired. Or you can delete the variable (including the special characters) and replace it with a server name.
File Type. Select the type of file that the FTP connector will transfer. The default is PDF for standard EnterpriseOne reports. If transferring an embedded BI Publisher report, then select one of the BI Publisher file types.
Path Extension. Enter the name of the sub-directory on the third-party FTP server where you want the report output sent. The FTP Connection already contains information for the base folder.
Click Save.
Configure an FTP Connector to Transfer a File from an FTP Server to the AIS Server
Create and name the connector service request as described in Creating a Service Request.
On the Connector design page, click the Connection field and under the FTP category, select a connection to the server from which you want to transfer a file.
If there are no FTP connections available, ask your system administrator to create one. See Creating a Soft Coding Record for an FTP Server Connection (Orchestrator Studio 6.1.0).
Select the File option.
Click the Type drop-down list and select Receive.
In the Source File Name field, enter the name of the file that you want to retrieve.
In the Target File Name field, enter the name of the target file if you want it to be saved with a different name than the source file when saved to the temporary directory on the AIS Server.
Click the Use Temporary File Location check box to save the file to the temporary directory on the AIS Server.
Enable or disable the Remove File toggle. Enabled by default, this removes the file from the temporary location on the AIS Server after it is transferred.
Click Save.
Configure an FTP Connector to Transfer a File from the AIS Server to an External Server
Create and name the connector service request as described in Creating a Service Request.
On the Connector design page, click the Connection field and under the FTP category, select a connection to the server to which you want to transfer the file.
If there are no FTP connections available, ask your system administrator to create one. See Creating a Soft Coding Record for an FTP Server Connection (Orchestrator Studio 6.1.0).
Select the File option.
Click the Type drop-down list and select Send.
In the Source File Name field, enter the name of the file that you want to transfer.
Click the Use Temporary File Location check box to save the file to the temporary directory on the AIS Server.
In the Target File Name field, enter the name of the target file if you want it to be saved with a different name then the source file when saved to the AIS Server directory.
Enable or disable the Remove File toggle. Enabled by default, this removes the file from the temporary location on the AIS Server after it is transferred to an external server.
Click Save.