If you have scheduled a report using our new data and analytics platform, you'll have seen that you can select an SFTP server to which to save the schedule. (See Scheduling a Report Using the New Platform for details on how to create a schedule using the new reporting system.) This requires that you set up your SFTP server first. You can do so as follows:

Note: You also can use the SFTP server to house larger reports.


Your user role must have rights to edit accounts in order to add an SFTP server.

  1. On the sidebar menu on the left, click .
     
  2. Click Accounts on the flyout menu that appears.
     
    The Admin - Accounts screen will appear.
      
  3. If the account in which you want to set up the SFTP server is further down the hierarchy of subaccounts of the account you have selected in the Account Switcher, make sure that View Subaccounts is selected at the top of the screen. (If this is not selected, just its immediate child accounts will be displayed.)
    Note: The account needs to have already been created, as the SFTP server configuration can be performed only in the Edit Account dialog box, NOT in the Add Account dialog box.
  4. Scroll down to the account or sort the Name column to find it. (See Sorting and Rearranging Columns if needed.)
     
  5. In the row of the account, click  at the far right.
      
  6. Click Edit.
     
    The Edit Account dialog box will appear.
     
  7. Scroll down to the SFTP Server section.
      
  8. Type the name of the server in the Server Name field.
     
  9. Type the hostname in the Server Host field.
     
  10. In the Server Port field, enter the number of the server port.
     
  11. Type the required user credentials in the Username and Password fields.
     
  12. Provide the server key in the Server RSA Private Key field.
     
    Cancel and Save buttons will appear when you enter data in the SFTP Server fields.
      
  13. After you have verified the server information, click Save.
     
    A success message will be briefly displayed.
     
  14. Click Done.
     
  15. Going forward, you will be able to select the server you added when you are scheduling one of the new reports (via the Select Server drop-down list).
     
    Note: Again, go to Scheduling a Report Using the New Platform to see how to add a new report schedule.

UPDATING AN SFTP SERVER CONFIGURATION


To update a previously created SFTP server, follow these steps:


  1. Perform steps 1 through 6 above to open the Edit Account dialog box for the account with the server.
     
  2. Scroll down to the Reports section.
     
  3. Click the SFTP Server Connections drop-down arrow and select the name of the server to modify.
     
    Alternatively, you can click Show SFTP Server List, select the server name in the grid, and click Select to choose the server you need to edit.
     
    The properties for the server will appear in the SFTP Server section, grayed out.
      
  4. Click Edit.
     
  5. Make any changes you need to the fields.
     
  6. Click Save.


DELETING AN SFTP SERVER CONFIGURATION


To remove a previously created SFTP server, follow these steps:


  1. Perform steps 1 through 6 above to open the Edit Account dialog box for the account with the server.
     
  2. Scroll down to the Reports section.
     
  3. Click Show SFTP Server List.
     
    A grid will appear with a list of servers that you or someone in your organization previously configured.
      
  4. Select the check box of the server you need to delete.
     
  5. Click  above the grid.
     
    A warning dialog box will appear.
      
  6. Click Continue.