Manage your SFTP

SFTP configurations provide Percipio with the information and credentials it needs to access SFTP sites during file transfers. Percipio supports configurations for both Skillsoft-hosted and your SFTP sites.

This is a step-by-step guide on how to create, edit, and delete your SFTP configurations in Percipio.

For more explanation on why you need to configure an SFTP site in Percipio and the automation processes it supports, see SFTP Management.

Before you begin

To start the account creation process for your SFTP site, you must have a Percipio role of System Integrator. Contact your Skillsoft account team to be assigned with the System Integrator role within Percipio.

You also need the following information of your SFTP site:

  • Hostname
  • Port
  • Authentication method (Basic Authentication, PKI Authentication or Basic and PKI Authentication)
  • Basic Authentication Username and Password and/or Private Key
  • IP address of your SFTP that Skillsoft can safelist

Create a SFTP Configuration

Before you create an SFTP configuration on Percipio, you must request from your Skillsoft account team that Skillsoft safelist your SFTP site.

Once your SFTP is safelisted by Skillsoft, you can create a new SFTP configuration on Percipio:

  1. From the left navigation bar, select Site Settings > System Integration.
  2. From the left navigation on the System Integration page, select SFTP Management.SFTP configuration is the top section on the SFTP Management page. This area lists the status of any active SFTP configurations.

    SFTP management page. SFTP configuration is the top section on this page

    • Current default lists the SFTP configuration that is set as default and the date that it was created.
    • In use lists the SFTP configurations that are in use in an active scheduled job and the dates they were created.
  3. Select Manage SFTP from the top right corner of the SFTP Configuration section.
  4. Select Add new SFTP Configuration from the SFTP management page to set up a new SFTP configuration.
  5. On the Create Configuration page, under Authentication select the authentication method Percipio will use to access the SFTP site:
    • Basic Authentication: Uses username and password to authenticate into the SFTP site
    • PKI Authentication: Uses a Private Key to authenticate into the SFTP site.
    • Basic and PKI Authentication: Uses dual authentication, both username/password and a private key to authenticate into the SFTP site.
  1. Under Source, select:My Own SFTP.
  2. Under Name, enter the SFTP configuration name. This can be any name you choose. We recommend it be descriptive of who is hosting the SFTP site. For example, {Customer} SFTP or if used exclusively for scheduled reports, Reporting SFTP.
  3. Enter the SFTP hostname under Hostname.
  4. Under Port, enter the Port the SFTP uses.
  5. Depending on the Authentication method chosen, enter Username, Password, Confirm Password and/or upload the Private Key. To upload the Private Key, select Browse, then select the Private Key file.
  6. Select Make this the default configuration if you want to use this configuration as the default SFTP site.
  7. Select Create.

Check a SFTP connection

To check the connection for an existing SFTP configuration on Percipio:

  1. From the left navigation bar, select Site Settings > System Integration.
  2. From the left navigation on the System Integration page, select SFTP Management.
  3. From the top right corner of the SFTP Configuration section, select Manage SFTP.
  4. Find the SFTP configuration you want to edit in the table and select the Actions menu actions menu icon, gray elipse, then Check Connection.
  5. A message will appear indicating whether the connection was successful or failed.
  6. Select Okay.

Edit a SFTP connection

To edit the connection for an existing SFTP configuration on Percipio:

  1. From the left navigation bar, select Site Settings > System Integration.
  2. From the left navigation on the System Integration page, select SFTP Management.
  3. From the top right corner of the SFTP Configuration section, select Manage SFTP.
  4. Find the SFTP configuration you want to edit in the table and select the Actions menu actions menu icon, gray elipse, then Edit.
  5. On the Edit {SFTP Conf Name} Configuration page, you can edit Source, Port, and SFTP credentials (Username, Password or Private Key).
  6. Select Save Changes.

Delete a SFTP connection

To delete an existing SFTP configuration on Percipio:

  1. From the left navigation bar, select Site Settings > System Integration.
  2. From the left navigation on the System Integration page, select SFTP Management.
  3. From the top right corner of the SFTP Configuration section, select Manage SFTP.
  4. Find the SFTP configuration you want to edit in the table and select the Actions menu actions menu icon, gray elipse, then Edit.
  5. Confirm you want to delete the connection.