Setting up a File Server for ERP On-Premises

In order to import or export files that are used by ERP features such as EDI, EFT, or payroll, you must set up file servers and logical folders on those file servers. This topic tells how to set up one FTP/SFTP server or shared on-premises server in an on-premises environment.

If you are in a cloud environment, skip this section and use the steps in Setting up a File Server for ERP in the Cloud.

Prerequisites:

  • Decide where your file server should reside (FTP/SFTP server or shared server), and know the file path and login information.
  • Be aware that you cannot read or write to a shared file server in a partial trust environment.
  1. On the File Servers form, set up an FTP, SFTP or shared file server.

    Specify this information:

    Active
    Select this field.
    Server Name
    Specify a name that describes the server, for example FTP_fileserver or fileserver1.
    Server Type
    For an FTP server, select FTP or SFTP. For a shared server, select Shared Path.
    Note: Review the Configuration Manager utility help for the configuration's Code Security setting, in relation to the Server Type you select here. Some combinations of code security and server type could cause file load/unload processes to not function properly because of security errors.

    For example, for a shared server, these check boxes on the Runtime (Client) tab of the Configuration Manager must be cleared:

    • Web Client Scripts Run In Partial Trust
    • IDO Extension Classes Run In Partial Trust
    Domain
    Specify the domain for user logins.
    Shared/FTP Path
    Specify the path to access the shared server or FTP/SFTP site, for example: //FTP_Server/Infor
    User ID
    Specify the user ID to access the shared server or FTP/SFTP site. The user ID must have access to the primary location and all subsequent file server logical folders.
    Password
    Specify the user password to access the shared server or FTP/SFTP site.
    Remote Server Name
    Specify the DNS name/IP address of the server. This is optional for FTP/SFTP but required for a shared UNC server.
  2. If the Server Type is FTP or SFTP, you can click Additional Properties to open a new form where you can set additional JSON key-value pairs. These properties are optional.

    For more information, see "Additional Properties for File Servers" in the online help.

  3. Save your changes.
  4. Click Validate and verify that you see a success message.
  5. Click Activate.
  6. Configure the logical folders for this file server.
    See Configuring Logical Folders.