SFTP partner setup

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SFTP partner setup

To create an SFTP partner, first proceed as follows (regardless of whether !MC5 acts as client, server or both):

1 Open the partner management by selecting the Partners entry in the navigation tree and then click on the Add a new partner button .

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2 Click the Create new SFTP partner button. This opens the partner settings for a new SFTP partner.

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3 First, customize the partner name and the incoming directory as well as the outgoing directory.

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The incoming directory stores files "received" from this partner, i.e. files that have either been downloaded from the partner's SFTP server via a client connection, or that the partner has uploaded to !MC5 via the integrated SFTP server. A partner connecting to !MC5 in SFTP server mode does not see the contents of the local incoming directory. !MC5 ensures that no existing file is overwritten when uploading files via the SFTP server. If a file with the same name already exists, the new file is renamed (a consecutive counter is appended).

In the outgoing directory, files are stored that are to be sent to the partner or that the partner can "fetch" via the integrated SFTP server. The partner sees all files available for him, but no subdirectories. He also cannot change the directory. As soon as a file has been downloaded successfully by the partner, it is moved to the subfolder Backup and is no longer visible to the partner.

Customize base paths

By default !MC5 uses the base paths C:\Odette\In and C:\Odette\Out for the incoming and outgoing directories of new partners. If you want to use other base paths, they can be customized in the General Settings.

4 Select the mode for this partner.

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Client only means that the partner can only be connected to via SFTP client. The partner cannot actively connect to !MC5. To send or fetch files, !MC5 has to initiate the connection to the partner.

Server only means that the partner must actively connect to !MC5 in order to send files to !MC5 or to fetch files from !MC5. Active connections to the partner are not possible.

Client (send only) and Server (receive only ) means that in order to send files !MC5 actively connects to the partner, but no files can be "fetched". To receive files, the partner must actively connect to the integrated SFTP server of !MC5 and upload the corresponding files.

5 Adjust the settings under Client and/or Server according to the selected mode (see below for details on the respective settings).

6 If data received or to be sent is to be processed via the EDI module, adjust the settings under EDI accordingly (see Data Processing / EDI / Set Up Partner).

7 Save the settings by clicking OK.

8 The partner is now set up and ready to use.

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