File Management Tool – Global Configuration

This knowledge base article will show how to setup a connection to an FTP server from TaskCentre using the File Management Tool.

Once configured this will allow single or multiple files to be securely uploaded or downloaded at task runtime.

The global configuration for the tool can be accessed via the toolbar:

Manage -> Tools -> General -> File Management Tool

Or, via the TaskCentre system tree with the General node:

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The global configuration dialog is used to manage, i.e. create, edit, delete and test connections to an FTP Server.

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Configuring a global FTP server connection

  1. Click Add to begin creating a connection, this will open a New Connection dialog.
  2. Within the Connection Name field provide a unique name for the connection.
  3. Using the Connection Type drop down list select a transfer protocol for your connection to use when files are being transferred between TaskCentre and the FTP server.The protocols available for selection are as follows:
    FTP – The standard network protocol used to transfer files from one host to another over a TCP based network, such as the Internet. This protocol has a low level of security and does not encrypt the files or login credentials during transfer, therefore not suited for use over a public network where confidential information is involved.
    FTPS – This protocol is an extension of FTP which offers security when transferring files. FTP data is protected by using an SSL encryption as it travels over the network. It is suited for the handling of confidential information. Two variants are available; explicit and implicit.
    SFTP – Also known as SSH File Transfer Protocol. It offers file transfer but over a connection that has previously been secured using the Secure Shell (SSH) protocol. Secure Shell (SSH) is a software based approach to network security where an installation of an SSH client and an SSH server are required. SSH creates a secure connection when communication is established between the client and the remote server.
    HTTP – This protocol is used to retrieve files from an FTP Server over HTTP. This would be used when it is not possible to use an FTP protocol, this may be because the file server only permits HTTP connectivity. Alternatively, an FTP client may not be required for a file transfer, in this case a download over HTTP will be sufficient. Please note upload via HTTP is not supported.
  4. Within the Server field enter the location of your FTP server. The server address should reflect the base server name or IP address only and must be without the preceding ‘ftp://’ text.
  5. Within the Port field enter the port number for the connection to communicate on.A default port number will automatically assigned based on the connection type selected.
  6. Within the Server Directory field provide a location on your FTP server for files to be uploaded to from your network.
  7. Within the Download Directory field provide a location on your network for files to be downloaded to from your FTP Server.
  8. If login credentials are required for access to your FTP Server, complete the Username and Password fields. Alternatively tick the box Anonymous Login if identification is not required.4
  9. Once the required fields have been completed use the Test button to test the connection to your FTP Server. The Advanced button can be used to view and configure further connection properties if required.
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  10. Once all configuration has been completed click OK save the details. The new connection will display within the File Management Tool global connection list where it can be viewed and amended at any time.6(1)

This completes setting up a global connection to an FTP Server.