Kofax Insight Studio > File processor > Configure the FTP downloader

Configure the FTP downloader

To use the FTP Downloader, create an FTP Site and FTP Task (which specifies the files). Use the following procedure to specify an FTP site.

  1. On the Documents Tree, select File Processor, and right-click FTP Sites.
  2. Select New FTP Site.

    The New FTP Site window appears.

  3. In the Name field, enter a name for your FTP site and click OK.

    The Connection editor window appears.

  4. Complete the appropriate fields for your FTP site.
    Connection

    • Server Type: Specify the protocol to use to connect to the server (FTP or SFTP, which is FTP over SSH)

    • Host: IP or name of the server with the data files. If the server uses a non-standard port, specify a valid port.

    • User name: The login name to connect to specified server.

    • Password: Enter the password associated with login name.

    • Folder: Specify the folder on server that contains the needed files.

    • Transfer Method: Select how data will be transferred.

    • Enable SSL: SSL security protocol is used to transfer data and you need to select if how the SSL protocol will be enabled. Further, select either Explicit or Implicit. For explicit FTPS, the client connects to the normal FTP port and explicitly switches into secure (SSL/TLS) mode with "AUTH TLS," whereas implicit FTPS is an older style service that assumes SSL/TLS mode right from the start of the connection (and normally listens on TCP port 990, rather than 21).

    • Use Passive mode: Use a passive mode, such as a browser.

    Description

    • Pass. Phrase: Enter the secret phrase you need to decrypt downloaded files.

      Note This can be applied along with the Secret Keyring.

    • Secret Keyring: Specify a special keyring to decrypt downloaded files.

  5. Save Save the configuration settings.

Create an FTP task

Create an FTP task to specify the files to get via FTP. Remember that you need to create an FTP site before creating an FTP task.

  1. On the Documents Tree, expand File Processor, right-click FTP Tasks, and select New Task.
  2. When prompted, assign a name to the task and click OK.

    The Task editor window appears.

  3. In the Server section, select the required FTP site from the drop-down list.
  4. Specify the file details and description. Define the folder on the server where to copy files from FTP. Verify that IIS is properly configured: otherwise an error occurs when you attempt to copy a file. See the Kofax Insight Installation Guide for more information on configuring IIS.
    Also, define a mask to identify the file on the FTP site. You can use expressions with wildcards to select a set of matching files.
  5. Save the changes.