Configure FTP Settings

  • Server: Enter the FTP address of the vendor's server used for communication.

  • Port: Enter the port that will be used.

  • (Optional) Add Text: Enter the definition of text string to be appended to the file after processing.

    Select one of the as options:

    • Filename Prefix: Select to add the text string in front of the file name, for example {add text}filename.txt.

    • Filename Suffix: Select to add the text string at the end of the file name, for example filename{add text}.txt.

    • Extension Prefix: Select to add the text string in front of the file extension, for example filename.{add text}txt.

    • Extension Suffix: Select to add the text string at the end of the file extension, for example filename.txt{add text}.

  • User Name: Enter the user account name to access the vendor's FTP server.

  • Password: Enter the password for the user account on the vendor's FTP server.

  • Operation: Select the action to be taken for the file(s) to be processed.

    • Copy

      : Select to have the file(s) copied from the vendor's FTP server to the local processing location. The original file will remain on the server. If selected, it is strongly recommended to use the Add Text option to avoid duplicate document processing.
    • Move: Select to have the file(s) moved from the vendor's FTP server to the local processing location.

  • Security: Select the security settings to access the vendor's FTP server.

    • None

      : Not recommended.
    • Implicit SSL: Default.

    • Explicit SSL

    • Secure FTP

  • Upload Method: Select the upload method.

    • Default: Default option, uploads file with extension .tmp, rename on FTP to have original filename and extension after successful upload.

    • Straight: Select to upload file like any other normal FTP client.

  • Transfer Type: Select the transfer type.

    • Binary: Default, file is sent without any modifications.

    • ASCII: transforms the file to be readable as a text file base on the FTP client and server.

    • EDCDIC: transforms the file to be readable as a text file base on the FTP client and server.

  • Remote Path: Enter the remote path on the vendor's FTP server for files to process. This path may differ depending on the B2B transaction type in use.