To add an SFTP destination action for Name Patterns Processors:

  1. Fill in the configuration fields:

  • Action Label: Give this SFTP action a name. It is best to name actions based on the business use case.
  • Description: Describe this SFTP action (copying files monthly from folders in London Thru site to SFTP server in Hong Kong).
  • Host: Enter the URL of the SFTP site
  • Port: OptiFLOW will automatically fill in Port 22.
  • User: Enter the username of the account to connect to the SFTP server.
  • Password: Enter the password used to connect to this SFTP account.

  • Mail: Turn this on to send an email message to specific users when this action completes.
  • SMS: Turn this on to set up a text message to notify specific users when the action completes.
  • REST Call: Turn this on to set up a system call when the action completes.
  1. Next, fill in the folder path(s) where you want this SFTP action to happen and specify the Patterns.

For more on creating Patterns, go here (link to Patterns section).

  1. When you are finished configuring this SFTP action, click Save Action at the bottom of the screen.


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