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The Condition node is available in GlobalCapture only.

Info

This node will need to be downloaded from the Square 9 SDN before proceeding.

SFTPImportNode_Icon.pngImage Removed

The Import SFTP node is used for importing documents from a remote location, over a secure channel that does not require the use of a VPN (virtual private network). This removes the need for configuring additional network settings, while still maintaining a secure way to import documents from a remote location.

Info

This node will need to be downloaded from the Square 9 SDN before proceeding.

SFTPImportNode_Icon.pngImage Added
This is a preview of the SFTP Import Node settings. There are additional settings using the scrollbar on the right hand side of the settings.Image Modified

Node Properties

Title

Add a title for this node. Titles are useful when reading the history in the history of a workflow for easier understanding of the overall process.

Description

Provide a synopsis of what this node is doing, or make note of any important details. This is useful for providing additional information such as workflow details and use case information. A good description is helpful when returning to modify the workflow in the future.

Frequency

Includes settings for Days, Hours and Minutes. By default, this is set to 15 minutes. Setting the frequency is important for how often you’d like for this to execute. For example, if there is a nightly upload we’d want this to run once every 24 hours and can set the frequency to do so.

Info

The workflow will run with the scheduled frequency each time the workflow is saved. Ex. If you set the frequency to 1 hour and save the workflow at 2:42 pm, it will run immediately on save and then again at 3:42 pm and so one. If you were to modify the workflow at 3:15 pm and save, it would run immediately and then again at 4:15.

Data Validation

Data Validation checks to ensure data being added to an index field conforms to the field’s properties such as length and data type. 

  • If enabled, a process error will occur if there is a mismatch.  

  • If disabled, data will populate the field even if there is a mismatch.

Warning

When disabling, there should be a validation step as documents with invalid data formats will error on release to GlobalSearch.

  • Ex. If the imported data is $3.25, and the field is a decimal type, this will fail validation due to the $.

Host

Host is the hostname or the IP Address of the SFTP server being used for the import. If you are unsure of this information, consult with you Network Administrator.

Info

How to find the Hostname of a server:

  1. Log onto the Server as an Administrator.

  2. Open Command Prompt as an Administrator

    1. Right-click on the application before starting it, then select “Run as Administrator”

  3. Enter command: hostname

  4. Click enter. The data that is output is the name of the Server.

    CMDPromptForHostname.png

Info

How to find the IP Address of a server:

  1. Log onto the Server as an Administrator.

  2. Open Command Prompt as an Administrator

    1. Right-click on the application before starting it, then select “Run as Administrator”

  3. Enter command: IPconfig

  4. Click enter. There’s now some data to sort through.

  5. Generally speaking, the data that you’ll need will be under the first setting found and will be an IPv4 Address. The format is 4 dotted numbers. For example, an IP Address should be formatted similar to: 127.0.0.1

    CMDPromptForIPAddress.png

Port

Along with the Hostname or IP Address, there will be an associated Port Number to go with this. Generally speaking, port 22 is used by default for SFTP Servers but may differ on your network settings. If you are unsure of this information, consult with you Network Administrator.

Username and Password

While a username and password may not be required by the SFTP Import Node, they may be required in order for the SFTP server to allow access to the documents needing to be imported. It’s recommended to allow read and write access to the Remote Directory, so that the GlobalCapture Engine can import the documents. The username can be formatted as DomainName\Username, or an valid email address.

Info

Speak to your Network Administrator for the credentials to be used for accessing the SFTP Server.

Remote Directory

The Remote Directory is the location of the document to be imported. This can be a drive letter path , or a UNC path (universal naming convention).

Info

Drive Letter Path: C:\Import\ImportAPDocuments

UNC Path: \\Import\APDocuments

Delete Files from source

By default, Delete Files From Source is not enabled.

  • When disabled, the documents will remain in the Remote Directory. This us useful if you are testing a workflow’s functionality and don’t need to worry about importing the same document(s) being imported consistently.

  • When enabled, the documents will be removed from the Remote Directory, and imported into the workflow. This is useful for avoiding the same documents being imported consistently.

Use Case

Documents are being uploaded an SFTP Server on a nightly basis at one location, but need to be securely transferred to a different server with the use of a VPN. This is useful for to provide a safe method of transportation for the documents , while being able to process them through a GlobalCapture workflow to perform additional functions.