Configuring and exporting to a SFTP destination
|This functionality isn't available as standard to all users. Please contact your InfoSum representative to learn more about how to gain access.|
You can use an SFTP destination to:
- Export query results to an SFTP server.
Once a destination is created, you need only provide run time variables to push an activation file to a remote resource. Saved destinations are available to all users in your company and can be reused indefinitely. Destinations are similar to push connectors, but destinations do not require you to re-enter location information each time data is exported. Destinations are currently only compatible with owned activation datasets.
Creating an SFTP destination
First, select the Destinations tab under Collaborate and then click New Destination.
The form below appears when you select SFTP as your destination type and the following fields need to be completed:
- Destination Type: Select SFTP.
- Name: Identifies the destination
- Description: A free-text explanation of the destination
Once completed, press Next.
Adding SFTP connection details
Use destinations to create a connection between the InfoSum Platform and your SFTP server.
The above form contains the following fields:
SFTP connection details
- Host: The hostname of the SFTP server you want to connect too.
- Port: The TCP port that the SFTP server is running on. Typically the default is 22.
- Path: Specify the path within the SFTP server.
- Authentication - Fields: Username, Password or SSH Private Key Pem
- Host Verification - Fields: Authorized Keys or Known Hosts or Public Key Pem
- GPG Public Key (to export an encrypted file) - optional
Click Save. The saved destination is stored in the Platform’s Destinations page and can be selected in the Activations tab when pushing an activation file to a remote resource. The destination can be reused and is available to all users in your company.
Exporting results to a destination
After creating an activation, you can export activation query results to a preconfigured destination. This allows you to export data to a location without re-entering your destination configuration and security credentials.
You can activate results to a file using either Segment Builder or the Query Tool. Go to the Activation tab under Activate, where you will see some information about the campaign and its status. The total rows give you an insight into the size of the file before pushing it to the destination.
At the bottom of the page, you will see a box providing more details on the campaign, such as the query used and the name of the output column. There are three menu tabs within this box - Details, Export Configuration and Export History.
Once you've exported the results, the details and status will be viewable under the Export History tab.
Switch to Export Configuration and select Destination. Contact your Customer Support Representative contact if the Destination option does not appear.
Select a destination from the list or click Create New to create a new destination. For tutorials on how to create destinations, please see How to create a destination.
Depending on the selected destination type, you may need to enter run-time details in the export configuration fields, as described in the tables below.
SFTP export configuration fields
You can define the filename and file extension ( e.g. pushfile.csv) when exporting a file to an SFTP destination.
Optionally, you can override the path specified in the SFTP destination.
When you have completed the required fields, click Export to Destination. Selecting this button begins the file stream.