SureSync makes synchronizing files to a secure 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 (Required)
When configured a secure FTP synchronization, SureSync must be configured to use a custom profile which provides the correct details for connecting to your SFTP server. This profile is also used to configure options such as passive semantics (PASV mode) support, proxy server details, and other special options.
SureSync supports two different types of secure FTP using SSH or SSL. If you're using a secure FTP server with SSH then you should select SFTP from the "FTP Connection Type" drop-down menu. If you're using a secure FTP server with SSL then you should select FTP from the "FTP Connection Type" drop-down menu. For this example, we will assume SSH.
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)'.
Select "SFTP" from the "FTP Connection Type" drop-down menu. The dialog will now look like the screenshot below.
For 'FTP Profile Name' provide the name you want to use for this profile. In this example, the profile name is "Secure FTP PRofile". Finally, configure the options you want the profile to use. For this example, we will be using the default settings.
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.
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.
