Connect action

The Connect action enables you to establish a connection with an FTP/SFTP server that you want to use for automating 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

Double-click or drag the Connect action in the FTP/SFTP node in the Actions palette.
In the FTP/SFTP Session name field to enter a name for the session.
In the Server name field, enter the FTP/SFTP server name.
In the Port field, enter the FTP/SFTP server port number.

Use the Server type filed to select one of the following server type:

Server type	Steps
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.

Server type

Steps

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.

Optional: Select Reconnect if connection fails check box.
Use the following drop-down menus to select additional options while reconnecting:
1. Attempts: Select the number of times the action must attempt to reconnect.
2. Time between attempts: Select the time lapse between each attempt.
Note: If the connection fails due to incorrect credentials, the action will not attempt to reconnect.
Click Save.

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