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Connect to an FTP (File Transfer Protocol) server to monitor for file changes or perform a variety of operations with remote files and directories.

ConnectionDetails
Server FTP server name or IP address.
Port The FTP server port to connect to. Usually, FTP and explicit FTPS use port 21, while implicit FTPS uses port 990.
Connection The Connect to FTP Action supports both non-encrypted (plain) and encrypted (FTP-SSL) connections.
  • Plain · Non-encrypted FTP connection.
  • Explicit FTPS · The current version of secure FTPES that negotiates encryption mode during connection.
  • Implicit FTPS · An earlier version of secure FTPS that connects to the server directly in encrypted mode.
Authentication Depending on the server settings, use user credentials or user credentials with a client certificate.
  • User credentials · Provide the FTP connection username and password.
  • Credentials with a client certificate · If required, provide the client certificate and passphrase.
  • Anonymous standard · anonymous + email as password
  • Anonymous simple · anonymous + password
  • Anonymous open · anonymous + blank password

The Anonymous standard option is the most popular. However, there are numerous FTP server implementations that only accept the simple or open standard. Both fields are editable to allow even more customization.
Username Specify the username.
Password Specify the password.
Client certificate path For client certificate authentication, provide a client certificate file. Supported formats include Personal Information Exchange (.pfx or .p12) and Base64 encoded X.509 (.pem or .key).

A private key and certificate can be provided in two separate files. The files must have the same name with different extensions. Automation Workshop looks for .crt or .cer files if the provided file contains only a private key section. For example:
  • ssl-client.key (provided as input)
  • ssl-client.crt (automatically loaded)
Certificate passphrase For client certificate authentication, provide the certificate passphrase.
Mask passwordMask password buttonTo maximize security, mask the password characters. While enabled, it is not possible to use the Variable Wizard.
BrowseBrowse buttonUse Browse to select a particular file or folder on local disk, network share on LAN (local area network), etc.
Variable WizardVariable Wizard buttonUse dynamic data input—substitute a parameter from a file, web, connected Trigger, other Actions, date and time presets, etc.
YouTube video · Monitor an FTP server & send file via email

Interconnect

  • Connect to FTP integration and auditing—Variables (dynamic data) and Events (recorded activity). Retrieve the FTP or FTPS server name (address) and its fingerprint. Comprehensive log records are kept, covering any issues faced during the connection.

Notes

  • Some FTP servers require a Windows domain username, for example: Domain\username.
  • For some FTP servers, it may be necessary to change stateful FTP firewall settings.

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