Step 6-Create SFTP Connection (How To-Load PX)

Before we can begin to create data migrations using the integration templates within PlatformManager, we will need to create the connection to our SFTP server.

SFTP Folder Creation

Part of the SFTP connection is the file path for our product extension data. Therefore, we will need to create this folder before we actually build the connection.

1. Start the WinSCP FTP client and define a new FTP session against the IM instance provided earlier when our IM instance was created:

   

2. Make sure the protocol type is set to SFTP.

   

3. Then, use the host name, port number, user name, and password provided in your IM activation email and update the Login panel.

4. Click Login button.

5. Next, on the right-hand side is the FTP target path. We will need to drill down to /filearea/inbound/ path.

6. Then, click on the New option and choose the Directory option:

7. Define the directory name as PX:

NOTE: With the addition of the product extension directory, the file path will match the FTP path that will be defined during the creation of CSV FTP integration template process.

Create SFTP Connection

1. Upon creation of the IntegrationManager instance, we would have received an email confirming access to our SFTP server:

2. We will use this information to create our connection. After selecting our Integration instance, click on the

Connections option:

3. To create our connection, click on the New Connection button.

Choose the SFTP connection type from the list and name the connection something meaningful to you.

4. Add the access information from the email for our SFTP server:

5. Next, we define the file path. Since this connection will be for uploading Customer master data we will define it as:

/filearea/inbound/PX

6. Finally, we add the Port from the SFTP email:

NOTE: Your port address may be different than the value shown here, review the SFTP email to be sure you use the correct value.

1. Click Test Connection button.

2. Click Save & Deploy button.