An SFTP Vendor can be defined for use with the Export Data Using SFTP task. The task is used to send patron-based data from the ResCenter database to another location via SFTP protocol.
Use the following procedure to add an SFTP Vendor from the Vendors page:
1. Select Vendors from the Setup > Integrations > Vendors menu. The Vendors page is displayed.
2. Click Create Vendor.
3. In the Protocol menu, select SFTP.
4. Enter the following information:
•Server
•Port
Note: The default Port is 22; however, the Port value must match the Port in which the SFTP server is listening.
•User Name
•Password – Select Use Password to configure the SFTP vendor with a password. If not using a password, enter a Private Key instead.
•Source Folder
•Destination Folder
•Private Key - If not using a Private Key, select Use Password and enter a password instead.
If necessary, contact CBORD Support for assistance with configuring SFTP settings for your institution.