FTP with Filezilla - Revision history

Lsilverman: Document that FTPS is only supported in Production

2023-07-18T22:18:38Z

Document that FTPS is only supported in Production

Jgreco: Initial proofread pass - docs

2021-11-30T16:55:55Z

Initial proofread pass - docs

Jgullickson: /* FTPS Connection Settings */

2020-12-17T17:15:06Z

FTPS Connection Settings

Jspoon: /* Site Manager */

2019-07-08T18:47:32Z

Site Manager

Lsilverman at 18:02, 1 February 2018

2018-02-01T18:02:25Z

Lsilverman: Updating content

2018-02-01T17:58:18Z

Updating content

Yrobinet: /* Site Manager */

2016-08-16T21:44:17Z

Site Manager

Yrobinet: /* FTP Basics and FileZilla */

2016-04-18T19:32:39Z

FTP Basics and FileZilla

Yrobinet: /* Quickconnect bar */

2016-04-12T17:57:25Z

Quickconnect bar

Yrobinet: /* FTP Basics and FileZilla */

2016-04-12T17:53:18Z

FTP Basics and FileZilla

@@ Line 30: / Line 30: @@
 Create a new site for TrackAbout using the parameters (Site picture below):
-[[File:FileZilla_host.png|thumbnail|Site Manager - Typical settings for TrackAbout FTPS server]]
+[[File:FileZilla_host.png|thumbnail|Site Manager - Typical settings for TrackAbout FTPS server|link=Special:FilePath/FileZilla_host.png]]
 [https://wiki.filezilla-project.org/Site_Manager For more information on FileZilla Site manager consult this page].
@@ Line 39: / Line 39: @@
 If you don't know the difference, use FTPS. FTPS is FTP over Transport-Layer Security (TLS). This encrypts vanilla FTP, which is what most people are used to using.
-SFTP is a variant of Secure Shell (SSH) and Secure Copy Protocol (SCP). SFTP is more appropriate when you're automating file transfers using the Linux/Unix scp client program. SFTP can also support public/private crypto, but this requires you (the user) to submit your public key to TrackAbout so that we can configure it for your account.
+SFTP is a variant of Secure Shell (SSH) and Secure Copy Protocol (SCP). SFTP is more appropriate when you're automating file transfers using the Linux/Unix scp client program.
 ====FTPS Connection Settings====
-*Host: enter: '''ftp.trackabout.com''' (Production) or '''testftp.trackabout.com''' (Test)
+*Host: enter: '''ftp.trackabout.com''' (Production)
 *Port: Leave empty
 *Protocol: '''FTP - File Transfer protocol'''
@@ Line 63: / Line 67: @@
 ===Remote Site===
-This section will be populated only after you connect to TrackAbout's (or another) FTP server. It will similarly allow you to navigate within available folders on the FTP server (top section), and then display available files/folders within the selected folder (bottom section). To download a file from the FTP server you can drag-and-drop from the remote site to your local machine, or double-click the file on the remote site. You can also place files on the FTP server by dragging from left to right or double-clicking a file on your local site.
+This section will be populated only after you connect to TrackAbout's (or another) FTP server. It will similarly allow you to navigate within available folders on the FTP server (top section), and then display available files/folders within the selected folder (bottom section). To download a file from the FTP server you can drag-and-drop from the remote site to your local machine or double-click the file on the remote site. You can also place files on the FTP server by dragging from left to right or double-clicking a file on your local site.
 ==More Information==

@@ Line 10: / Line 10: @@
 FileZilla is popular, free, open-source FTP client.
-FileZilla is distributed under the terms of the GNU General Public License. This means that everyone, including corporate entities, can use FileZilla, including but not limited to private, educational and commercial use.
+FileZilla is distributed under the terms of the GNU General Public License. This means that everyone, including corporate entities, can use FileZilla for private, educational, and commercial purposes.
 Please check your company policy regarding third party or open source software before installing FileZilla.
@@ Line 21: / Line 21: @@
 The FileZilla interface is divided into three main components.
 *Quick Connect bar (highlighted red in screenshot)
-*Local site (highlighted green in screenshot) - This is a folder on your computer
+*Local site (highlighted green in screenshot) - This is a folder on your computer.
 *Remote site (highlighted blue in screenshot) - This is a folder on our server.
 ===Site Manager===
-We recommend using the FileZilla Site Manager (File - Site Manager) to save connection settings for an FTP server. The Site Manager allows you to store entries and configure more parameters than the Quick Connect allows.
+We recommend using the FileZilla Site Manager (File - Site Manager) to save connection settings for an FTP server. The Site Manager allows you to store entries and configure more parameters than Quick Connect allows.
-Access the Site Manager from the Menu - File - Site manager, or click on the top left icon.
+Access the Site Manager from the Menu > File > Site Manager, or click on the top left icon.
 Create a new site for TrackAbout using the parameters (Site picture below):
@@ Line 35: / Line 35: @@
 ====Choosing a Protocol - FTPS vs SFTP====
-TrackAbout supports two different encrypted, secure file transfer protocols, FTPS and SFTP.
+TrackAbout supports two different encrypted, secure file transfer protocols: FTPS and SFTP.
 If you don't know the difference, use FTPS. FTPS is FTP over Transport-Layer Security (TLS). This encrypts vanilla FTP, which is what most people are used to using.
@@ Line 41: / Line 41: @@
 SFTP is a variant of Secure Shell (SSH) and Secure Copy Protocol (SCP). SFTP is more appropriate when you're automating file transfers using the Linux/Unix scp client program. SFTP can also support public/private crypto, but this requires you (the user) to submit your public key to TrackAbout so that we can configure it for your account.
 ====FTPS Connection Settings====
@@ Line 49: / Line 48: @@
 *Encryption: '''Require implicit FTP over TLS'''
 *Login type: Normal'''
-*Username: enter your client-specific username provided by TA support (this will be different than your TrackAbout website login)
+*Username: Enter your client-specific username provided by TA support (this will be different than your TrackAbout website login).
-*Password - enter the password provided by TA support (this will be different than your TrackAbout website login)
+*Password: Enter the password provided by TA support (this will be different than your TrackAbout website login).
 ====SFTP Connection Settings====
@@ Line 57: / Line 56: @@
 *Protocol: '''SFTP /SSH'''
 *Login type: Normal'''
-*Username: enter your client-specific username provided by TA support (this will be different than your TrackAbout website login)
+*Username: Enter your client-specific username provided by TA support (this will be different than your TrackAbout website login).
-*Password - enter the password provided by TA support (this will be different than your TrackAbout website login)
+*Password: Enter the password provided by TA support (this will be different than your TrackAbout website login).
-===Local site===
+===Local Site===
 This section will be populated as soon as you open FileZilla. It will allow you to navigate within your available folders on your PC or network (top section), and then display available files/folders within the selected folder (bottom section). If you want to download files from TrackAbout FTP to a specific folder, navigate to that folder within the 'Local site' (left side of the FileZilla pane).
-===Remote site===
+===Remote Site===
 This section will be populated only after you connect to TrackAbout's (or another) FTP server. It will similarly allow you to navigate within available folders on the FTP server (top section), and then display available files/folders within the selected folder (bottom section). To download a file from the FTP server you can drag-and-drop from the remote site to your local machine, or double-click the file on the remote site. You can also place files on the FTP server by dragging from left to right or double-clicking a file on your local site.

@@ Line 44: / Line 44: @@
 ====FTPS Connection Settings====
-*Host: enter: '''ftp.trackabout.com'''
+*Host: enter: '''ftp.trackabout.com''' (Production) or '''testftp.trackabout.com''' (Test)
 *Port: Leave empty
 *Protocol: '''FTP - File Transfer protocol'''

@@ Line 45: / Line 45: @@
 ====FTPS Connection Settings====
 *Host: enter: '''ftp.trackabout.com'''
-*Port: Leave emtpy
+*Port: Leave empty
 *Protocol: '''FTP - File Transfer protocol'''
 *Encryption: '''Require implicit FTP over TLS'''

@@ Line 14: / Line 14: @@
 Please check your company policy regarding third party or open source software before installing FileZilla.
-===Getting FileZilla===
+==Getting FileZilla==
 [https://filezilla-project.org/download.php?type=client Download the FileZilla client from this link] and run the installer.
-===Basics===
+==Basics==
 [[File:FileZilla Interface.png|thumbnail|FileZilla interface - main areas highlighted]]
-An FTP client like FileZilla allows you to download files stored on TrackAbout's FTP server onto your local computer or network drive. The FileZilla interface is divided into three main components.
+The FileZilla interface is divided into three main components.
-*quickconnect bar (highlighted red in screenshot)
+*Quick Connect bar (highlighted red in screenshot)
-*local site (highlighted green in screenshot)
+*Local site (highlighted green in screenshot) - This is a folder on your computer
-*remote site (highlighted blue in screenshot)
+*Remote site (highlighted blue in screenshot) - This is a folder on our server.
 ===Site Manager===
-You can use the FileZilla Site Manager to save specific site parameters and connect to the targeted FTP site. The Site Manager allows you to store entries and configure more parameters than the Quick Connect allows.
+We recommend using the FileZilla Site Manager (File - Site Manager) to save connection settings for an FTP server. The Site Manager allows you to store entries and configure more parameters than the Quick Connect allows.
 Access the Site Manager from the Menu - File - Site manager, or click on the top left icon.

@@ Line 1: / Line 1: @@
-==Need==
+==What is FTP?==
-Some files created by a TrackAbout process (or by Support team member) will be exported and stored on TrackAbout's FTP server. TrackAbout Support will first create the needed directories on the FTP server and then create a secure login for a client to receive such files, which typically contain data used for integration, data exports, or pdf files.
+FTP stands for File Transfer Protocol. FTP is used to download or upload files to a remote server.
-==FTP Basics and FileZilla==
+Using FTP requires that you have an FTP program (or "client") on your computer.
-In order to easily manage transfer via FTP, TrackAbout recommends using a recognized FTP client such as FileZilla. FileZilla is free open-source software distributed under the terms of the GNU General Public License free of charge. Basically this means that everyone, including corporate entities, can use FileZilla, including but not limited to private, educational and commercial use.
 ===Basics===
 [[File:FileZilla Interface.png|thumbnail|FileZilla interface - main areas highlighted]]
@@ Line 20: / Line 30: @@
 Create a new site for TrackAbout using the parameters (Site picture below):
-[[File:Filezilla_host.png|thumbnail|Site Manager - Typical settings for TrackAbout FTPS server]]
+[[File:FileZilla_host.png|thumbnail|Site Manager - Typical settings for TrackAbout FTPS server]]
 [https://wiki.filezilla-project.org/Site_Manager For more information on FileZilla Site manager consult this page].
 ====FTPS====
 *Host: enter: '''ftp.trackabout.com'''
 *Port: Leave emtpy
@@ Line 31: / Line 51: @@
 *Username: enter your client-specific username provided by TA support (this will be different than your TrackAbout website login)
 *Password - enter the password provided by TA support (this will be different than your TrackAbout website login)
 ====SFTP====
 *Host: enter: '''ftp.trackabout.com'''
 *Port: '''2224'''
@@ Line 41: / Line 62: @@
 ===Local site===
 This section will be populated as soon as you open FileZilla. It will allow you to navigate within your available folders on your PC or network (top section), and then display available files/folders within the selected folder (bottom section). If you want to download files from TrackAbout FTP to a specific folder, navigate to that folder within the 'Local site' (left side of the FileZilla pane).
 ===Remote site===
 This section will be populated only after you connect to TrackAbout's (or another) FTP server. It will similarly allow you to navigate within available folders on the FTP server (top section), and then display available files/folders within the selected folder (bottom section). To download a file from the FTP server you can drag-and-drop from the remote site to your local machine, or double-click the file on the remote site. You can also place files on the FTP server by dragging from left to right or double-clicking a file on your local site.

@@ Line 15: / Line 15: @@
 ===Quickconnect bar===
 These fields allow you to easily enter the needed credentials to connect to TrackAbout's FTP server.
-*Host - Enter'''files.trackabout.com'''
+*Host - Enter: '''files.trackabout.com'''
 *Username - enter your client-specific username provided by TA support (this will be different than your TrackAbout website login)
 *Password - enter the password provided by TA support (this will be different than your TrackAbout website login)
 *Port - can be left blank--not required for TA FTP
 Once the values are entered click the 'Quickconnect' button and you will be authenticated and connected to the TrackAbout FTP server. You will be given the option to save the credentials in the quickconnect history dropdown for future use.
 ===Local site===
 This section will be populated as soon as you open FileZilla. It will allow you to navigate within your available folders on your PC or network (top section), and then display available files/folders within the selected folder (bottom section). If you want to download files from TrackAbout FTP to a specific folder, navigate to that folder within the 'Local site' (left side of the FileZilla pane).