Creating a file channel for mass actions

  1. Sign in as Process Server Administrator and select Administration > Channels Administrator > File Channels. Click Create.
  2. On the Overview tab, specify this information:
    Channel Name
    Specify the channel name.
    Description
    Specify a description.
    Enabled
    Select to enable the file channel.
    File Channel Type
    Select Remote.
    Source File Directory
    Specify the source directory where the .csv file for import is located. For example, MassAction\WorkAssignment or MassAction\Employee.
    File Match Case Sensitivity
    Select Ignore Case.
    Error File Directory
    Specify the directory to store automatically generated error logs. For example, C:\MassActionError.
    In-Progress File Directory
    Specify the directory to store in-progress files. For example, C:\MassActionInProgress.
    File Scan Interval Time In Minutes
    Specify the number of minutes for the interval time.
    Host
    Specify the name of the host.
    Protocol
    Select Sftp.
    Authentication Type
    Select User and Password.
    User
    Specify the name of the user.
    Sftp Password
    Specify the SFTP (Secure File Transfer Protocol) password for the user.
    Time Out (In Seconds)
    Specify the number of seconds before the system times out.
  3. Select the File Channel Receivers tab and click Create. Specify this information:
    Receiver
    Specify the name of the file channel receiver.
    Description
    Specify a description of the file channel receiver.
    File Name
    Specify the name of the .csv file.
    Process
    Select WorkAssignmentMassAction for Work Assignment Mass Actions such as Change Pay Rate. Select EmployeeMassAction for Employee Mass Actions such as Basic Hire.
    Data
    Select File Name.
    Startup Type
    Select Manual.
  4. Click Save.
  5. Activate the file channel and file channel receiver.
    1. Select Channels Administrator > File Channels.
    2. If they do not have a status of Active, then select the file channel and file receiver in their respective lists. Select Activate from the More Actions menu.