[1]janice.paganiniPlease process UserGuide\SM__How_to_configure_file_FTP_HTTP_synch.dita before you process my edits in this topic; I explain some things there that apply here too.2024/11/0613:53:48-05:00To Configure File Synchronization Through SFTP

Synchronization through Secure File Transfer Protocol (SFTP) is similar to File Transfer Protocol (FTP) synchronization but is more secure because it provides data exchange only when the file storage and MYOB Acumatica have matching SSH keys. Therefore, you first should generate an Secure Shell (SSH) key pair and upload the keys to the SFTP server and MYOB Acumatica; you then configure file synchronization by using the File Maintenance (SM202510) form. These tasks are be described below:

To Generate SSH Keys

  1. Install and launch the PuTTY Key Generator.
  2. In the Parameters pane, select the RSA type.
  3. Press Generate and perform the requested actions to generate SSH keys.
  4. Specify a passphrase in the Key passphrase and Confirm passphrase boxes.
  5. Press Save public key and store the public key in some temporary location.
  6. In the main menu, select Conversions → Export OpenSSH Key, specify a .txt extension, and store the private key in some temporary location.

Upload SSH Keys

  1. Upload the public key to your SFTP server.
  2. Upload the private key to MYOB Acumatica. To do this:
    1. Open the File Upload Preferences (SM202550) form and verify that .txt is on the list of allowed extensions. Ensure the check box in the Forbidden column is cleared for this extension.
    2. Open the Encryption Certificates (SM200530) form.
    3. On the form toolbar, click Add row.
    4. Specify the certificate name in the Name column.
    5. Specify the certificate's passphrase in the Password column.
    6. On the form toolbar, click Save.
    7. Click the paper clip icon in the Files column of the row with the certificate.
    8. In the Files dialog box, click Browse, and select the .txt file with the private key you want to upload.
    9. Click Upload to import the certificate.
    10. Close the Files dialog box.

To Configure File Synchronization (SFTP)

  1. Open the Search in Files (SM202520) form.
  2. [2]janice.paganiniIt seems that this form has been redesigned since the original drafting of the text. There's no longer a left pane and a right pane on the form--just a single table. I have changed this across the three files to fit what the form now looks like.2024/11/0615:32:34-05:00To find the file, in the Selection area, specify criteria to help you find the file. These criteria can include the file name (or part of the file name), the time interval of the import, and the name of the user who imported the file or checked it out. The table lists the files that match the criteria you have specified.
  3. In the table, click the file to open the File Maintenance (SM202510) form for this file and view information about the file.
  4. On the Synchronization tab, select the Synchronize check box.
  5. In the Synchronization Type box, select [3]janice.paganiniSee the intro to the Conventions and Tags page for the basic info about tag usage. To summarize, for the contents of a box or column, we use userinput tags IFF the user must type the content. In all other circumstances (system-inserted values, existing values, and options that can be selected by the user), we use italics.2024/11/0615:46:18-05:00SFTP.
  6. In the Path box, enter the path to the shared folder on a local network computer.
  7. In the Login and Password boxes, type the username and password of an account with sufficient rights to allow system access to the shared folder.
  8. In the SSH Authentication Key box, select the certificate that you have imported. Its key will be used to interact with the SFTP server.
  9. On the form toolbar, click Save.