File transfer profiles

The table lists all the existing data transfer profiles. Using the column header tools you can filter table entries or adjust their sequence. In order to filter table entries you can also use the free-text search. And you can customize the selection of attributes that are shown in the table.

2. Enter an identifier in the field “ID”.
3. Optional: Enter names for the different locales.
   1. Click on the   button in the “Name” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized names in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.
4. Optional: Enter short descriptions for the different locales.
   1. Click on the   button in the “Description” field. Then you will be directed to another slider that features individual input fields for the different locales.
   2. Enter the localized short descriptions in the respective input fields.
   3. Click on the  BACK button to get back to the previous slider.

5. Select a transfer type from the drop-down menu “Transfer type”:
   • FTP
   • SFTP
   • SFTP (key authentification)
   • FTPS (implicit encoding)
   • FTPS (explicit encoding)
   • WEBDAV
   • Local
   • Download
6. Enter the directory path of the target folder in the input field “Folder”.
7. Possibly enter the appropriate host in the input field host.
8. Possibly enter the appropriate login name in the input field “Login”.
9. Possibly enter the appropriate password in the input field “Passwort”
10. Possibly enter the appropriate suffix in the input field “Suffix”.
11. Possibly enter the appropriate proxy host in the input field “Proxy Host”.

• In order to finish the process, click on the SAVE button. A success message is shown. The data transfer profile is now created.
• In order to cancel the process, click on the CANCEL button.

The selection of input fields depends on the selected transfer type.

Edit data transfer profiles

In order to edit a data transfer profile, proceed as follows:

1. Double-click in the table cell you want to edit.
2. Make the desired changes and leave the table cell.
3. Possibly make further changes to other table cells.

• In order to save your changes, click on the SAVE button.
  A success message is shown.
• In order to dismiss your changes, click on the RESET button.

Localized names and descriptions can be edited on the respective local levels. In order to unfold the locale levels of a particular data transfer profile, click on thebutton in the respective table row.

Delete data transfer profiles

In order to delete a data transfer profile, proceed as follows:

1. In the table, tick the file transfer profile you want to delete. You can also tick multiple entries.
2. Click on the DELETE button in the footer.
   The CLICK TO CONFIRM button is shown.
3. Click on the CLICK TO CONFIRM button to confirm the deleting of the file transfer profile.
   A success message is shown.

Instead of using the DELETE button, you can also use the "Delete" icon () icon in the respective table row to delete resp. remove individual entries.

Test the connection

In order to test the connection of a particular data transfer profile, proceed as follows:

• In the table row of the data transfer profile, click on the button in the respective table row. If the process was successful, a corresponding success message appears. If the test fails, a corresponding error message appears. In this case, check the dta transfer profile settings such as the host, the login name or the password.

Use the action menu

Via the action menu in the footer you can apply different actions on the listed data transfer profiles . To do so, proceed as follows:

• To call up the action menu, click on the "Action menu" icon () in the footer.
• To invert the selection of ticked table cells, click on the "Invert selection" option of the action menu.
• To export selected data transfer profiles as a .xlsx or .csv file, use the "Export" action. Further information you can find here.
• To copy selected data transfer profiles to the clipboard, use one of the "Clipboard" actions. Further information you can find here.

Rights

The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.