(Optional) Prerequisites — Adding an FTP Server

If for security reasons you can only access files over an FTP (File Transfer Protocol), FTPS (File Transfer Protocol (SSL)), SFTP (SSH File Transfer Protocol), or HTTP connection, you must add the connection details to the File ManagementClosedUse the File Management tool to carry out a number of automated actions on single or multiple files — move, copy, rename, and delete — either locally or across the network. Uploads to and downloads from an FTP server are also supported. tool first. If no such security is in place, you can skip this step.

You do this in the global configuration. You open this interface from the resources tree — expand System > Tools > General and double-click File Management in the items list.

  1. Click Add to create a new connection.

    File Management - Global Configuration - Add New FTP Connection

    Click the image to view full size.

  2. Enter a unique and meaningful Name for this connection.
  3. Choose the relevant Connection Type — for a detailed description of each, see Choosing the Connection Type.
  4. Enter the Server address to connect to — you can use the hostname, IP address, or a valid URL.
  5. If not port 21, enter the required TCP port used to communicate with this server.
  6. Enable Passive Mode if required by your server.
  7. If uploading files with this connection, enter the folder path on the server (Server Directory) to upload files to.
  8. If downloading files with this connection, enter the folder path on the server (Server Directory) where the required files are located else skip to step 10.
  9. If downloading files with this connection, enter the folder path on this BPA Platform computer where files are downloaded to else skip to step 10.
  10. Enable Anonymous Login if allowed by the FTP server, else clear the selection for this box and enter the required Username and Password.
  11. At this point, you can click Test to ensure the connection is successful.
  12. Click OK to save the connection.

Adding a Task Step

To add a new File Management step to an existing task, do the following:

  1. Open the relevant task (if creating a new task, see How to Create a Basic Task).
  2. Either:
Click and drag the File Management icon from the Task Browser to the task Design area.
From the task's Design tab, right-click on empty space and select New > General > File Management.
  1. In the General tab, Name this step and select where the files are sourced from.
  2. Go to the Main tab and choose the relevant file options.
  3. Go to the Options tab and select the relevant error handling options for this task step.

  4. Use Memory to memorise some or all of the step output for use in other task steps. This is particularly useful when the File Management step is called multiple times — use Memory to compare the document previously processed to the new document currently being processed to avoid duplicates.

  5. Click  to save the task step.