1 Introduction
2 File Transfer Protocol (FTP) - Client Support Platforms
3 Setting Up Your Vault FTP Services
4 Establishing And Testing Vault Connection
5 Test the Transfer File
6 PGP Encryption
7 PGP Resources
- 7.1 Microsoft Learning
- 7.2 GPG
- 7.3 Wikipedia

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.

File Transfer Protocol (FTP) - Client Support Platforms

Note: You must install on your computer a File Transfer Protocol (FTP) client program that supports SFTP.

Tip: Many SFTP clients are free. You can download and install the applications.

You use the SFTP client on your computer to log into the FTP Server in the Deem Vault.
Deem provides credentials for logging in.
After uploading files, enter a support case to let us know that the file has been uploaded to the vault so that we can check it for accuracy.
See Entering a Support Case for instructions.

Note: For privacy reasons, you can't submit user data directly to Deem via email or support case. You must send user data securely to an FTP Server in the vault.

Setting Up Your Vault FTP Services

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.

Establishing And Testing Vault Connection

Use the SFTP client to log into the FTP Server using the Deem-provided credentials. Enter the following information:

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: The file must be PGP Encrypted. Follow these steps for PGP Encryption:

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

PGP Encryption

Open PGP facilitates storage and data transmission that encrypts sensitive information so that it cannot be read by anyone except the intended recipient.