Batch Upload Attachments | Setting up your SFTP client

Basic instructions on setting up your SFTP client for use with ETO's Batch Upload Attachments feature.

Updated over a week ago

Introduction

These instructions are assuming you are using PuTTYGen (To generate your Public/Private key pair) and FileZilla (To access the ETO SFTP server), both of which are available as free downloads. We are not affiliated with either product nor their makers.

Please note that these instructions are intended for advanced users. Only Site Managers and above will be able to set up this feature. ETO Support does not provide support for individual SFTP client setups beyond information needed to be entered within ETO.

See the original release notes (with a video recording) here!

Part 1: Generating the public and private key combo

  1. Open PuTTYGen. If you have not yet downloaded it, refer to the Introduction section above

  2. Generate your key file using PuTTYGen, type should be RSA.

      1. Click the "Generate" button on the right hand side of the window. Follow the instructions on-screen.

  3. Highlight and copy the public key to your clipboard after the key is generated.

  4. Save the private key, making sure you use a password for the file that you can remember. You will need this password again in Part 3.

Part 2: Entering key file information into ETO

  1. Open ETO and login.

  2. Navigate to Site Administration -> Manage My Site -> SFTP Settings tab

  3. Paste the public key into the SSH Public Key field and click Save. Copy the Host and Username to your clipboard. This information will be used to login with your SFTP client, along with the password you chose for your private key file. The port number you connect to will always be 22.

Part 3: Setting up the connection in FileZilla

  1. Open FileZilla. If you have not downloaded it yet, please refer to the introduction.

  2. In FileZilla, open the "Edit" menu at the top of the window, then click on "Settings".

  3. From there, click on the "SFTP" heading in the left side panel.

  4. Click on "Add Key File" and select the private key you saved in Part 1

  5. Click the "Ok" button in the bottom left of the window.

  6. On the main screen of FileZilla, you will now login using the credentials you copied in step 6 of Part 1

    1. Paste the Host value you copied in Part 2

    2. Paste the Username you copied in Part 2

    3. Enter the password for your key file that you created

    4. Enter 22 as the port

    5. Click "QuickConnect"

  7. You may receive a prompt asking whether or not you would like to trust the host. Click "Yes" if applicable.

  8. You will now be prompted to re-enter your key file's password.

    1. If you would like, check the box that says "Remember password until FileZilla is closed"

  9. When successfully connected, your FileZilla should look similar to this (annotated for clarity)

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