Configuring SFTP

The goal for this section is to explain SFTP configuration for report delivery.

Automated report generation and delivery is a desired configuration for all clients. The report distributor allows for delivery of reports via e-mail and SFTP. As an administrator, to allow for SFTP delivery, you need to configure the instance to communicate with the SFTP Server.

In order to complete the configuration, the user performing the configuration must belong to a role that has the SFTP Configuration Action permission. Permission configuration is covered in the WFA Permissions Unit.

The SFTP setup can be accessed by navigating to the SFTP Configuration tool in Admin.

Additionally, it can be accessed from the Report Distributor tool. On the Destination tab of a bundle, there is a link to access the SFTP configuration.

To configure the SFTP server, configure the following settings:

• Enable the SFTP Configuration. There should be a tick in the Use this config box.
• You may ask your IT team to get the IP Address.
• You need to provide the username and password to the SFTP server.
• Directory is the folder where the files are going to be placed on the SFTP server. If you type in a folder name and the folder does not exist on the directory, the system will auto-create the directory folder. If you want to link it with an existing folder, you can type it here and if the names match, the files will be placed into that folder.

Select Save.