SFTP Configuration

Secure File Transfer Protocol (SFTP) allows reports to be delivered to a secure location outside of the R&A system. This is useful when sharing data with third-party solution providers or services. You may configure up to twenty five SFTP service profiles. Please review the SFTP Guide in SFTP Service Configuration for details on configuring SFTP.

  1. From OPERA R&A navigation menu, click Controls.

  2. Click the File Delivery, then SFTP tab.

    1. If the SFTP tab is not present, an SFTP service is not configured for your organization. Open an SR requesting your SFTP service be included as part of your R&A organization.

  3. Choose the SFTP Profile to update from the list, if more than one is defined.

  4. Click the Update SFTP button to edit the SFTP fields.

  5. Edit the remote directory for all reports to be exported (optional).

  6. Enter your valid SFTP user and password (required).

  7. Click Save.

Password Supported Characters

The SFTP password supports the following characters:

  • The alphabetic characters a to z (uppercase and lowercase).

  • The numerals 0 to 9.

  • The following special characters:

    Character Description

    @

    At sign

    /

    Forward slash

    -

    Minus sign / Hyphen

    .

    Period

    _

    Underscore

Resend

In the event of a failure during the SFTP transmission, you can configure the application to automatically attempt to resend the failed delivery. Configuration of the resend functionality will apply to all delivery profiles.
  1. From the SFTP Tab, select Enable Resend on SFTP Delivery Failure.

    Note:

    Resend functionality requires the Service Account to be enabled.

  2. You may optionally change the three (3) resend configuration parameters:

    1. Retry Attempts – defines the number of times (ranging from 1 to 6) to retry failed SFTP jobs according to the resend frequency.

    2. Resend Frequency (Min) – defines in minutes how often the system wakes up to check for and resend failed SFTP jobs.

    3. Resend Duration (Min) – specifies the duration in minutes for which the system should continue attempting to resend failed SFTP jobs.

  3. Click Save.