SFTP Connection Setup
This is a step by step guide to create an SFTP connection in Jaix Admin.
Firstly, make sure you have the following information from the client:
- Server Address
- Port Number
- Username
- Password
- Folder / Directory
Creating an SFTP connection is done in Jaix Admin > System > FTP Sites > New
Once this window is open we can begin to enter the details collected:
FTP Site Name: A name that relates to the debtor or function Inactive: Tick this to deactivate the FTP Site
Server Address: Copy in the Server Address provided
Port: Copy in the Port number provided
User Name: Copy in the User Name provided
Password: Copy in the Password provided
Disable Passive Mode: Select this only when
- The FTP server you are trying to connect to does not support passive FTP connections.
- The FTP server you are trying to connect to is behind a firewall, router, or NAT device.
Folder / Path: This is where you set the directory location this FTP site will be working with. Remember:
Transfer Type: Due to new legislation, all connection types created now will be "SSH FTP (SFTP)"
Automation Settings can be used to check an FTP site at intervals for files. This can be used to import files for EDI processing.
Enable Automatic Download: Tick this to enable the folder scanning feature
Interval: Set how often the Jaix Service will scan this folder for new files (Default is 1 minute)
Save in Local Folder: If this FTP site is for EDI imports, set this to the monitored folder for EDI files. Eg. "E:\EDI Imports\To Import folder"
Extension Filter: Set this if you only wish to download files with a specific extension. Eg. ".csv"
File Exists: This option changes how the system will handle duplicate files. Either "Replace" or "Add Suffix".
***Always remember to click "Save" and not "Close" if you want your changes to persist***