Configuring a FTP Synchronization

SureSync makes synchronizing files to a FTP server simple. When adding the FTP path to your Relation, all you have to do is define the path with ftp:// and then the FTP server address. For example, ftp://ftp.server.com.
Please note that each FTP server that you synchronize data to or from using SureSync will count as a server license. Please ensure that you have enough licensing available for the synchronization you're attempting to perform. If you're using a workstation license, you can access two servers maximum. With server licensing, you need a server license for each machine involved in the synchronization.

Step 1: Configure a FTP Profile (Optional)

When no profile is configured, SureSync will use a default profile which is acceptable for use with most standard FTP servers. If you need to enable passive semantics (PASV mode), access the FTP through a proxy server, or other special options then a FTP profile must be configured. For this example, we will configure a FTP profile that turns on PASV mode for the transmissions.
To create the FTP Profile, launch SureSync and then go to Tools | Options. Once the Options panel has loaded click on the FTP tab.
To begin configuring the profile, pull down the 'Please choose a FTP Profile to Display or Edit' and select '(Add New Profile)'.
Then pull down the 'FTP Connection Type' drop-down menu and select FTP. If you're planning on connecting to a SFTP server, please see the Configuring a SFTP Synchronization topic for further details for that type of configuration.
For 'FTP Profile Name' provide the name you want to use for this profile. In this example, the profile name is 'PASV FTP Profile'. Finally, configure the options you want the profile to use. For this example, we will simply check the 'Use Passive Semantics' box.
For a full description of all the options available on this panel, please see the Options - FTP topic.

Step 2: Configure the Relation

To configure your Relation, go to File | New | Relation to launch the Relation wizard.

Name the Relation

The first panel of the Relation wizard allows you to provide a name for the Relation and an optional description. Once this is done, click 'Next' to continue.

Define Root Paths

This panel allows you to define the paths involved in the synchronization. You should list both the source and destination paths on this panel. Later in the wizard you will select which path is source and which is destination. For this example the paths will be C:\FTPData and ftp://ftp.server.com.
When adding the FTP path, you will type the path into the dialog as shown below. Before clicking OK, click on the Options tab.
On this panel, click the 'Change' button next to 'User Id for FTP or Path Access (not for SPIAgent) and enter the username and password which can access this FTP server. The user account must have full control for the files on the FTP.
Once the User Id has been defined, pull down the 'FTP Profile' menu and select the profile you created previously. Click 'OK' to add the FTP path.

Step 3: Automate the Synchronization (Optional)

You can configure the FTP synchronization job to be run by a Schedule. This allows you to run the synchronization on a calendar or clock basis. For example, once every hour or every Monday. Real-Time Monitors are not available with FTP paths.

 

For information on configuring a Schedule, please see the Schedule Wizard section of this help file.