FTZ Management: Upload Files to File Transfer Protocol (FTP) on Windows

HOW TO SETUP, CONNECT,
AND
LOAD FILES TO FTP SERVER ON WINDOWS

This document contains steps on how to setup, connect and manually load files into the File Transfer Protocol (FTP) account on a Windows computer.
There are multiple ways to connect and upload the files to FTP. Examples such as web browser, FileZilla, etc. The guidance below contains the steps to use the Windows build-in File Explorer to access the FTP account.
Setting up the FTP
Step
Action
1.
Open
Start
, and search for
This PC
and open this desktop app
2.
Click
Computer
on the top left of “This PC” desktop app and click
Add a Network Location
.
3.
Click
Next
to start the FTP setup.
4.
Click
Choose a custom network location
and then click
Next
5.
Enter
ftp://ftp2.integrationpoint.net/
as the address for production FTP and click
Next
6.
Uncheck the “log on anonymously”, and type account UserName provided by IntegrationPoint project team. Click
Next
for further steps
7.
Name the FTP server and click
Next
.
You can type a preferred name here as your own reference.
8.
Click
Finish
as the last step to setup the FTP server account.
Connecting to the FTP
Step
Action
1.
Open the FTP Server folder under the
PC Network Locations
2.
Fill in Password provided by ONESOURCE project or support team, and then click
Log On
Loading Files
Step
Action
1.
Copy
the files needing to load. Can copy files by either press
Ctrl +C
on the keyboard or right click choose
Copy
2.
Paste
the files into the FTP server directory. Step into the FTP server and go to the corresponding directory to paste the fie either press
Ctrl + V
on the keyboard or right click choose
Paste
.
3.
Wait for scheduled workflows to run and retrieve appropriate files from the FTP to load.

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