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Introduction
As a site administrator, you can set up a Secure File Transfer Protocol (SFTP) Server with Deem for uploading user profiles. Deem provides assistance for uploading user profiles to ensure that all data is populated to the user database successfully.
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File Transfer Protocol (FTP) - Client Support Platforms
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Setting Up Your Vault FTP Services
Steps Follow these steps to take and prepare for your clients FTP Server with Deem.:
Open Deem Support Case.
Email your Deem Channel Sales Director with Case Number - to request a Statement of Work (SOW).
Prepare for SFTP Setup – SFTP Setup Form.
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Server: newvault.deem.com
Username: Created and Provided by Deem
Password: Created and Provided by Deem
Protocol: SFTP or SSH
Port: 22
Subdirectory: data (issue a "cd data" command after connecting and before uploading file)
Timeout: Best Practice 60
Retries: Best Practice 2
Test the Transfer File
Once you are authenticated you can test file transfer, by taking the follow steps:
Note: FileThe file must be PGP Encrypted. Please see information in next section Follow these steps for PGP Encryption information.:
Prepare a test file using the following file naming convention:
domainname_yyyymmdd.csv.pgp or domainname_yyyymmdd.xml.pgp.
Domainname: The name portion of the site’s URL (such as acme).
yyyymmdd: The date in yyyy (year), mm (month), and dd (date) format.
.csv" or .xml: The file format — CSV (comma-separated values) or XML (extensible markup language).
Examples: acme_20210915.csv or acme_20210915.xml.
Each time you upload a file, the file is picked up from the vault and moved to an internal directory, where Deem performs a check, decrypts and uploads the file/data into the Deem user profile database.
Your Deem Configuration Manager will set up the FTP server for your site in the Dashboard. If you want to know where this resides, you can follow the instructions in FTP Servers. You can then use the server to upload user profiles as a one time upload or set up the scheduler as described in Uploading User Profiles.
Note: Deem will provide PGP Public Key
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Public Key - To be provided by Deem
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PGP Resources
Microsoft Learning
GPG
Guru Privacy Guard - PGP Encryption