Read and Review Automation Anywhere Documentation

Automation 360

Close Contents

Contents

Open Contents

Using Connect action for FTP/SFTP

  • Updated: 2021/12/23
    • 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 choose to authenticate by either using Username & password or logging in as Anonymous. If you choose Username & password, complete the following fields:
    • In Username & password, select Credential, variable,or Insecure string.
    • Enter values in the Username and Password fields.

      If you choose to authenticate using the user credentials (username and password), insert a Credential Vault for enhanced security or enter the value directly in the Insecure string 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 server and client.

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

    FTP Secure Authentication type: You can choose to authenticate by either using Username & password or logging in as Anonymous. If you choose Username & password, complete the following fields:
    • In Username & password, select Credential, variable,or Insecure string.
    • Enter values in the Username and Password fields.

      If you choose to authenticate using the user credentials (username and password), insert a Credential Vault for enhanced security or enter the value directly in the Insecure string field.

    Secure FTP

    Choose Key and username, Key and credentials, or Credentials to authenticate the user:
    • Key and username: Select the Private Key File from Control Room file, Desktop file, or Variable. To enter the Username, select from the following options:Credential, variable, , and Insecure string.
    • Key and credentials: Select the Private Key File from Control Room file, Desktop file, or Variable. To enter the Username, select from the following options:Credential, variable, , and Insecure string.
    • Note: Ensure that the SFTP server has a corresponding public key file.
    • Credentials: Select Credential , Variable, or Insecure string to enter the value in the Username and Password fields.

      If you choose to authenticate using the user credentials (username and password), insert a Credential Vault for enhanced security or enter the value directly in the Insecure 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.
Send Feedback