Intro

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. 

Creating an SFTP destination 

First, select the Destinations tab under Activate and then click Create A New Destination. 

The form below appears when you select SFTP as your destination type and the following fields need to be completed:

1. Destination Type: Select SFTP.
2. Name: Identifies the destination
3. 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:

Authentication Method Settings

1. Authentication field dropdown - Choose between password or SSH key method.

2. Username and Password/SSH Key - These credentials should be supplied by an network admin within your company. 

3. Host: The hostname of the SFTP server you want to connect to.

4. Port: The TCP port that the SFTP server is running on. (Default is Port 22)

Host Verification Settings

1. Host Verification - Select the Public Key type to use from the dropdown. There are three options.

• • Public Keys (OpenSSH authorized_keys format)
  • Public Keys (OpenSSH known_hosts format)
  • Public Key (PEM Format)

2. Click Add A New item to complete the credentials field and input the key.  Add to save the key.

3. Filename - Name the exported file (free text).

4. Destination Path - The name of any target “folder” within the bucket in which to store the data

Optional Settings

GPG Public Key (optional, to export an encrypted file)

Click Submit. 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.