Configuring a file transfer endpoint

Note: This task should be completed before adding the Secure File Transfer task in Job Scheduler.

Infor System Administrators can specify details for SFTP endpoints (File Transfer Endpoint) that are used to transfer files securely between WFM and another server using SFTP.

This topic outlines the values you must specify that allows WFM to connect to your pre-configured SFTP server.

You can use the following configurations for your endpoint:

No authentication.
User name and password authentication.
Private key authentication.

If you want to use private key authentication, you will have to configure your SFTP server to support this.

Select Maintenance > System Administration > File Transfer Endpoints.
Click Create New Entry to create a new SFTP endpoint or Edit to edit an existing SFTP endpoint.
Specify this information:

Name

Specify the name of the File Transfer Endpoint. This field is required.

Description

Specify a description for the File Transfer Endpoint. This field is optional.

Host Name

Specify the IP address or host name of your SFTP server. This field is required.

Port

Specify the port of your SFTP server. If you do not specify a port, WFM will use the default port of your SFTP server. This field is optional.

Username

Specify the username of your SFTP server.
Note: This field is required. Anonymous SFTP connections are not supported.

Password

Specify the password of your SFTP server. If you are using a private key, the password becomes the password to decode the private key. If you don't specify a password, the private key will be unencrypted. This field is optional if you choose to not use authentication.

Private key

Specify the private key you want to use for authentication. Click Browse to select the private key. The name of the private key will appear to the right of the Browse button. To remove a private key, you can browse for the key and cancel it. This field is optional if you choose not to use private key authentication.
Note: To create the private key you will have to use a third-party tool such as PuTTYgen.

Note: If file transfer endpoint is using private key authentication and if it is meant to be used for the Data Migration tool, use the OpenSSH key format.
Click Save.