FTP/Secure FTP Connection
Available on all tiers:
About
The FTP/Secure FTP Connection is used to link TrueContext to your FTP or Secure FTP server. This allows the use of the FTP/Secure FTP (SFTP) Data Destination to route submitted form data, and use of the FTP/Secure FTP Data Source to fill/update data sources
Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data.. Note that the Connection will only be used if referenced in the FTP/Secure FTP Data Destination/Data Source configuration.
Many modern cloud storage services now support the FTP protocols, including services such as Egnyte secure enterprise file sharing and others. If TrueContext doesn't provide a native connection for your storage service of choice, you might be able to use the FTP/Secure FTP Connection for your Data Sources and Data Destinations A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats.. Check with your preferred service to see if they support FTP.
Enterprise and Cloud Connections A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. link to external services from which data sources can import data, and to which data destinations can route data. Read more about Connections here.
Configure The Connection
- Name the Connection and optionally provide a description.
- Select the FormSpaces that are allowed to use this connection. This step will be skipped if creating a new connection while creating a Data Destination or Data Source, as the connection will automatically be linked to the FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace. the Data Destination or Data Source is in.
- Configure the connection:
- FTP: check off "Anonymous Access" to skip this step.
- SFTP: Use a Private Key.*
- Server Type: Choose FTP or SFTP.
- Remote Host: Enter the URL or IP address of the FTP/SFTP site.
- Override Port: Leave blank to use the standard ports 21 for FTP, 22 for SFTP. To override the standard port settings, enter a value between 1024 and 65535.
- Authentication: Enter your credentials
- Select the Create button.
* For security purposes, the Private Key needs to be from a Public Certificate Authority.