FTP Connection

To add an FTP Connection, on the left-hand menu in the web portal navigate to: Data Sources >> Connections. More information on how to add a Connection can be found here, Adding Data Connections.

On the Connections page:

• Click on the ADD CONNECTION button in the top-right-hand corner of the window to bring up a list of available connection types.
• Click on FTP.

FTP Connection Settings

1. Connection Name: Enter a name for your data connection.
2. Host: Enter the FTP host server. E.g. files.mycompany.com, ftp://files.mycompany.com or sftp://files.mycompany.com
   Note: The protocol at the beginning is only required for SFTP protocols.
3. Username: Enter the username used to connect to this FTP server.
4. Password: Enter the password used to connect to this FTP server.
5. Port: Enter the port you connect to this server on.
   The default is usually port 21, but if your server uses a different one then enter it here.
6. Encryption Type: Specify the encryption type your server uses, if any.
   Options are None, Implicit with SSL and Explicit AUTH TLS SSL
7. Use Passive Mode: If enabled, Passive Mode will be used for FTP connections.
   Passive Mode is recommended as it is generally more firewall compatible.
   If not enabled, then Active Mode will be used.
8. Force Single Connection: If enabled, the FTP connection enforces only a single connection to the server for both the data and control channels.
   This is useful for cases where firewalls might block a second connection to the FTP server, or when FTP servers do not allow multiple users to connect on a single account.

Once all data has been entered click the SAVE button in the top-right-hand corner.

Your connection will be verified automatically – you’ll see a green tick if everything is working.