SFTP

SFTP connectors are secure gateways through which data can be moved in and out of the Platform. Users with the technician role are able to create and manage them.

Depending on their platform configuration, users have the option to create either an On-Platform or External SFTP connector. These two connector types require different set-up steps and prerequisites, and also support different consumption patterns. Please see below for the breakdown of these differences.

SFTP (External)

Pre-requisites

To use an External SFTP connector, you need:

1. Host

2. Port

3. Username

4. Password

5. Folder path (optional)

Create a Connector

Click Manage on the Navigation bar

• Select Connectors to view the Manage Connectors screen

• Click the Create connector button at the top right

• Enter a Name for your Connector and a Description (optional)

• Select the Type > SFTP (External)

  • Enter details for:

  • Host

  • Port

  • Username

  • Password

  • Folder path (optional) - this target folder ensures data is placed in a location that includes the supplied folder name, to ensure data is exported to specific locations for external consumption.

• Add any Integration Metadata needed for programmatic integrations

• Click the Create button

Assets created from external SFTP connectors can be used the same way as any other assets and consumed in Query, Spaces and Datasharing as per product permissions. You can also setup a connector to your SFTP location and use it as a destination for Export.

Note: Only on-platform assets can be created using the SFTP connector type.

The next steps will run the usual asset creation checks and create a new asset if successful.

The asset can then be used the same way as any other assets within products, and consumed in Query, Export and Spaces as per the product permissions.

Export to SFTP External

When creating a one-off or repeating export, users must choose a connector. This establishes the target server and location to which the data will be sent for external access and consumption.

Selecting one of the pre-configured External SFTP connectors ensures that the data is extracted to a location on the chosen SFTP server.

Where a folder location has been supplied during connector creation, this will be included as part of the name and location of the data. Once a data export job is complete, the data location will be supplied so that a consuming user can easily find the data.

Folder Path (Delivery Location)

The Folder Path defines where the files are delivered within the SFTP destination.

• If left blank, files are delivered to the root location.

• If specified (for example, /Exports), files are delivered to that folder.

SFTP On Platform

For some Harbr platforms, there is an option to create an on-platform SFTP connector.

For security purposes, SSH keys are only accessible to the user that created the connector on behalf of the organization. If you are using an SFTP connector created by a different user, contact this user to obtain access to the SFTP server location to retrieve the exported data.

SSH Keys are only accepted as an authentication option for internal SFTP connectors, whereas external SFTP connectors can only be configured using a password.

Create a Connector

Click Manage on the Navigation bar

• Select Connectors to view the Manage Connectors screen

• Click the Create connector button at the top right

• Enter a Name for your Connector and a Description (optional)

• Select the Type > SFTP (On-Platform)

  • Enter Name

  • SSH keys can be downloaded as .PEM files and used to access the SFTP server from the platform,

• Click the Create button

SFTP on-platform connectors can only be used for Export.