3.3. FTP, SFTP & FTPS

FTP Adapter

FTP Adapter is used as a connector to transfer data from the FTP server to Salesforce and from Salesforce to the FTP server. The File Transfer Protocol (FTP) is a standard network protocol used for the transfer of computer files between a client and server on a computer network. To create an FTP Adapter, there are some steps that must be followed: Run Agent UI → Integration Wizard → Choose Integration → Choose existing interface.

1. Adapter Section: Choose Adapter Type (FTP)
2. Adapter Properties:

• Authentication → Username_Password
• URL → localhost
• Username → akash (Username to log in to FTP server)
• Password →* (The default password to use when making the connection to the FTP Server)
• FTP File Type → Choose CSV/XML or other
• Folder → /
• FTP Type→ Choose FTP/FTPS/SFTP
• Port → 21(Default)
• File Name → (Optional) a file name for the agent to query data from
• After Processing → Choose what you want to do with your file
• Keep File → The file will keep in the folder.
• Lock File → The file will lock.
• Delete File → The file will delete.
• Backup File → The file will back up in the other folder.
• Backup Folder → The folder to keep the processed file. If you choose to backup your file, you have to input your folder name here.

1. Click “Test Source Connection” to test the connection to the specified folder and file.
2. Click Save.

Since the user now completely understand; How to use FTP Adapter (FileZilla Client & Server), Agent Control Board, by hitting the upper link, now we understand the Architect of the Agent Control Board. [su_box title="Note" box_color="#2a8af0" title_color="#000000"]For Excel and CSV File, user can just do the same as XML File. But user only needs to change the file types, adapter, and its properties accordingly.

• Select File upload Mode "File"
• File Extension*: insert your extension file
• Max. in each file size around 3MB
• For on extensions use (.CSV)
• For few extensions use (.CSV, .pdf, .xls)
• For many extension use (.*)[/su_box]

FTP Type (SFTP)

• SFTP (SSH File Transfer Protocol) is a secure file transfer protocol. It runs over the SSH protocol. It supports the full security and authentication functionality of SSH.
• SFTP has pretty much-replaced legacy FTP as a file transfer protocol and is quickly replacing FTP/S. It provides all the functionality offered by these protocols, but more securely and more reliably, with easier configuration. There is basically no reason to use legacy protocols anymore.
• SFTP also protects against password sniffing and man-in-the-middle attacks. It protects the integrity of the data using encryption and cryptographic hash functions and authenticates both the server and the user.