Understanding Server and Directory Setup

To set up URL database or SFTP attachment servers and directories, use the Application Fundamentals: Administer File Attachments Page.

For supplier contract attachments, add SFTP servers if you do not already have an SFTP server defined for other Supplier Relationship Management (SRM) products, such as PeopleSoft eProcurement.

Note:

Setting up database and URL servers is similar except that you only add a database record name, or URL identifier, and do not set up the component directories that are specified for SFTP server setup.

Before accessing a component in the system that stores or retrieves files, you must set up an attachment file-transfer program server and, when the server type is SFTP, its appropriate directories. For PeopleSoft Supplier Contract Management, attachments are stored and retrieved from the server locations that are defined on this page. See "Working with File Attachments," PeopleTools: PeopleCode Developer's Guide.

System administrators can add or modify the SFTP root folder and the component-specific subfolder for SFTP servers. Administrators set up the attachment server and directories to operate:

Microsoft Word document templates.
Clauses.
Sections.
Document configurator maintenance.
Contract entry agreement attachments.
Agreement result attachments.
Document maintenance.

Component Subdirectories

Use this grid after you set up the SFTP attachment server to specify specific server subdirectories for the appropriate components. This enables you to segregate and manage files on the SFTP server as they pertain to contracts.

Note:

Component subdirectories are only applicable to SFTP server types, not database or URL servers.

This table provides examples of how you can set up subdirectories. You can enter any path name for a subdirectory. You set up subdirectories for these components:

Component	Path Example	Description
CS_CLAUSE_DEFN	Clause	Stores clause information for Microsoft Word editing.
CS_CNT_AG_RESULT	AgreeResult	Stores contract agreement results that are attachments.
CNTRCT_ENTRY	TransContract	Stores transactional contract-entry related attachments.
CS_DOC_MAINT	AuthoredDocs	Stores generated contract documents.
CS_SECTION_DEFN	Section	Stores section information for Microsoft Word editing.
CS_TMPL_TBL	Configurator	Stores ad hoc document configurator clauses for Microsoft Word editing. See Setting Up Document Templates and Styles.
CS_DOC_SUPP	AuthoredDocs	Stores generated contract documents. The system uses this component for the external/supply side access. The directory must match the internal directory defined for the CS_DOC_MAINT component.
CS_SS_CNT_VFY	TransContract	Stores transactional contract-entry related attachments. The system uses this component for the external/supply side access. The directory must match the internal directory defined for the CNTRCT_ENTRY component.