If Client Only or Client (send only) and Server (receive only) is selected as the mode for a partner, then the settings required for connecting to the partner's SFTP server and for file upload and download can be adjusted on the Client page. You should have received access data and information on the settings to be made from your partner in advance.
1 Open the Client page in the partner settings .
2 First, enter the host name or IP address of the SFTP server you want to connect to. If a port different from 22 is used (22 is the default port for SFTP), adjust the value under Port accordingly.
3 In order for !MC5 to successfully connect to the server, the corresponding server key must be stored for at least one encryption algorithm supported by the server. The easiest way to do this is to "get" the keys via a direct connection setup. Via the button Test connection / Get server key you can connect to the server and store the transmitted key. You can do this either now or after entering the login data. If the other side could be reached and no or a different key is stored, the received key is displayed and can be savedwith a click on Yes. If no or wrong credentials are stored, the following login attempt will fail.
SFTP server key
Each SFTP server identifies itself to the client by its public server key. Each time a connection is established, !MC5 checks whether the server key transmitted by the other side matches the key stored for the respective encryption algorithm. Only if this is the case, the connection is established. It is therefore necessary to store the corresponding keys for the algorithm(s) used by the server. In most cases only one algorithm is used, but in some cases several algorithms can be used. Which algorithms are used as well as the corresponding keys, or at least their "fingerprints", should have been communicated to you by your partner.
4 Select the login method you want to use. Currently, login by user name and password and login by user name and key are available. Your partner should have informed you of the login method to be used, including login credentials. Enter your user name and password in the appropriate fields. If you need to use a key for the login, you can load it via the Client Keyfield .
5 You can now test (again) whether connection and login to the SFTP server work by clicking on the button Test connection / Get server key. If everything works, you can continue with the settings for uploading and downloading files.
6 If files are to be downloaded via the client connection, then now check the Enable downloading box. Otherwise, skip to step 10.
7 In the Remote source directory field, specify the directory on the SFTP server in which to search for new files. This should have been communicated to you by your partner. You can either enter the directory directly or browse the servers directories via the magnifying glass icon in the input field. For the latter connection and logon to the SFTP server must be working.
8 In the Remote file mask field, enter a file mask to be used to search for files to download in the search directory. With * all files from the directory will be downloaded.
9 Next, determine what to do with successfully downloaded files on the server. Either nothing can be done with it, the file can be deleted, or it can be moved to another directory on the server. What to choose here is to be agreed with the partner. For example, it may be necessary to delete successfully downloaded files from the server so that they are not downloaded again on each subsequent connection. A "normal" SFTP server does not react to the fact that a file has been downloaded by a user and leaves it unchanged in the corresponding directory. So on the next connection the file would be found and downloaded again. The SFTP server of !MC5 behaves differently: If a file was successfully downloaded by a partner, it is automatically moved and internally marked as sent. The partner can therefore not accidentally (but also not intentionally) download the same file multiple times.
10 If files are to be uploaded to the server via the client connection, activate the Enable uploading option .
11 In the Remote target directory field, enter the directory on the server to which the files are to be uploaded. Alternatively, you can also browse the servers directories by clicking on the magnifying glass icon in the input field for the target directory. For the latter connection and logon to the SFTP server must be working.
12 Normally, files are uploaded to the server with the file name they have locally. If your partner has the default that files have a different name during the upload and should only be renamed to the "correct" name after a successful upload, then select the option custom under File name during upload and specify the name to be used during the upload. A * in the specified name will be replaced by the original name. For example, if you enter *.temp as the file name for the upload and send a file named test.edi to the partner, it will be uploaded with the name test.edi.temp and renamed to test.edi after the successful upload on the server .
13 If a file with the same name of a file to be uploaded already exists in the target directory, the corresponding upload will be skipped. Under Existing Files... you can change this behavior by selectingthe option overwrite existing.
14 Click OK to save the settings and close the dialog or adjust further settings for the partner.