SFTP Export Set-up

Click Boarding will need to collect the following information from the client so we connect securely to their server:

1. SSH Key (public key file)

• Click Boarding needs and uses an SSH Key (public key file) to authenticate the connection to the SFTP server. Click Boarding does a thumbprint check using this public key to make sure we have the correct server.
• RSA 2048 length

• Note - Click Boarding SFTP is over SSH, not FTPS which is over SSL.

2. SFTP Server Address

• The address to the SFTP server (Example: sftp.example.com)

3. Folder Path 

• Is there a folder on the SFTP server you would like us to drop the exports? If not, we will place the export on the root/base folder.

4. SFTP Username / Password (THIS INFORMATION TO BE SHARED OVER PHONE OR ENCRYPTED EMAIL ONLY)

• Click Boarding will need a username and password to log into the SFTP server. Ideally the user is a Click Boarding specific username / password (not a User that other people use, for security).

• Password needs to adhere to strong password requirements via a password generator, minimum of 10 characters, upper/lower case, and special characters. 

5. Port

• This must be port 22.

6. Desired polling schedule, if any

7. Export configuration

• This includes how many files and the format for each file.