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Using Connect action for FTP/SFTP

  • Updated: 11/17/2020
    • Automation 360 v.x
    • Build
    • RPA Workspace

Using Connect action for FTP/SFTP

Use the Connect action to establish a connection with the FTP/SFTP server that you want to use to automate tasks. This must be the first action you use to automate an FTP/SFTP-related task.

Specify details of the FTP/SFTP server and associate it with a session name. Use the session name provided in this action in the other actions so that you do not have to provide details of the server in those actions.

Procedure

To establish a connection with an FTP/SFTP server, perform these steps:

  1. Double-click or drag the Connect action from the FTP/SFTP node in the Actions palette.
  2. Enter a name for the session in the Session name field.
  3. Enter the FTP/SFTP server name in the Server name field.
  4. Specify the port number.
  5. Select one of the following options to specify the server type:
    OptionSteps
    FTP Authentication type: You can either choose to authenticate the user using User credentials or log in as Anonymous.

    If you choose User credentials, complete these fields:

    Username: Select Credential for enhanced security or String:
    • Credential: Select the Credential Vault variable to insert the Username and Password.
    • String: Enter the value directly in the field.

    Transfer Mode: Select the transfer mode to be Active or Passive.

    Transfer type: Select the type to be either Binary or ASCII for transferring files between the server and client.

    Optional: Enter the default directory path on the FTP server.

    FTP Secure Authentication type: You can either choose to authenticate the user using User credentials or log in as Anonymous. If you choose User credentials, complete these fields:
    Username: Select Credential for enhanced security or String:
    • Credential: Select the Credential Vault variable to insert the Username and Password.
    • String: Enter the value directly in the field.

    SSH FTP Select the Private Key File from Control Room file, Desktop file, or Variable.
    Note: Ensure that the SFTP server has a corresponding public key file.
    You can either choose to authenticate the user using User credentials or log in as Anonymous. If you choose User credentials, complete these fields:
    • With username: To enter the Username, select Credential or String option.

      Credential: Select the Credential Vault variable to insert the Username.

      String: Enter the value directly in the field.

    • With username-password: To enter the Username and Password, select either the Credential or String option.

      If you choose to authenticate using the user credentials, insert a Credential Vault variable for enhanced security or enter the value directly in the string field.

  6. Select Reconnect if connection fails if you want to automatically reconnect:
    Note: If the connection fails due to incorrect credentials, the action will not attempt to reconnect.
    1. Specify the number of attempts in the Attempts field.
    2. Select the time lapse in the Time between attempts field.
  7. Click Save.
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