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Difference between revisions of "FTP with Filezilla"

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[https://filezilla-project.org/download.php?type=server Download from this link] and run the installer.
 
[https://filezilla-project.org/download.php?type=server Download 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.
 
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.
[[File:FileZilla Interface.png|thumbnail|FileZilla interface - main areas highlighted]]
 
 
*quickconnect bar (highlighted red in screenshot)
 
*quickconnect bar (highlighted red in screenshot)
 
*local site (highlighted green in screenshot)
 
*local site (highlighted green in screenshot)
 
*remote site (highlighted blue in screenshot)
 
*remote site (highlighted blue in screenshot)
===Quickconnect bar===
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These fields allow you to easily enter the needed credentials to connect to TrackAbout's FTP server.
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===Site Manager===
*Host - Enter: '''files.trackabout.com'''  
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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.
*Username - enter your client-specific username provided by TA support (this will be different than your TrackAbout website login)
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 +
Access the Site Manager from the Menu - File - Site manager
 +
 
 +
Create a new site for TrackAbout using the parameters (Site picture below):
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[[File:Filezilla_host.png|thumbnail|Site Manager - Typical settings for TrackAbout FTP server]]
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*Host: enter: '''files.trackabout.com'''
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*Port: Leave emtpy
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*Protocol: '''FTP - File Transfer protocol'''
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*Encryption: '''Require implicit FTP over TLS'''
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 +
*Login type: Normal'''
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*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)
*Port - can be left blank--not required for TA FTP
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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.
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For more details [https://wiki.filezilla-project.org/Site_Manager consult this page].
  
 
===Local site===
 
===Local site===

Revision as of 15:32, 18 April 2016

Need

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 Basics and FileZilla

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.

Downloading Filezilla

Download from this link and run the installer.

Basics

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.

  • quickconnect bar (highlighted red in screenshot)
  • local site (highlighted green in screenshot)
  • remote site (highlighted blue in screenshot)

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.

Access the Site Manager from the Menu - File - Site manager

Create a new site for TrackAbout using the parameters (Site picture below):

Site Manager - Typical settings for TrackAbout FTP server
  • Host: enter: files.trackabout.com
  • Port: Leave emtpy
  • Protocol: FTP - File Transfer protocol
  • 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)
  • Password - enter the password provided by TA support (this will be different than your TrackAbout website login)

For more details consult this page.

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.

More Information

FileZilla maintains their own Wiki documentation (in multiple languages) as the client evolves. For more in-depth and updated information on FileZilla, please visit their help section: