Connection Profile Configuration - Secure FTP

Secure FTP Connection Profiles are used to connect to an SFTP server.

This Connection Profile type includes the following properties:

  • Label: Enter the display name of the Connection Profile.

  • Internal Name: Enter the internal system name of the Connection Profile. This field is uneditable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

  • FTP Host: Enter the host name of the SFTP server.

  • FTP Port: Enter the desired server port.

  • Username: Enter the username for the user account that the platform will use to access the server.

  • Auth type: Select the desired authentication method:

    • Password: In the Password field, enter the password for the user account.

    • Public Key: From the Private Key File drop-down menu, select an Encryption Key. 

Note: Loyalty supports the use of SSH2 (Secure Shell protocol version 2) for importing and exporting data. To use SSH2, you must create an Encryption Key that uses "RSA Private Key" as the encryption type, then assign that Encryption Key to an SFTP Connection Profile as described above.  

  • Root Path: Optionally enter the path to the desired location on the FTP server where files will be picked up or dropped. This value will be used as a prefix for all objects that use this Connection Profile.