FTP for Standard Recipients or as a Default Delivery Method

To transfer a copy of the file via File Transfer Protocol (FTP) for a standard recipient or as a default delivery method for a routing list, the following information must be specified.

  1. To configure FTP for a standard recipient, select or create a standard recipient, click the Add drop down menu on the Delivery tab and select FTP.
  2. The FTP dialog screen opens.
General

The General dialog screen provides input about the target server and directory location as well as login credentials to use for the ftp site.

FTP Server
  1. Enter the name of the Server to which the file will be transferred.
  2. Enter the target Directory.
  3. Enter the Login ID and Password for the target server. Click the Test Connection button to verify the login credentials.
Description

Enter a Description for the delivery method. This description can be used to uniquely identify output methods that are similar but contain different cover sheet, format or schedule information.


Content

You can select multiple formats on the Content dialog screen based on document format and how you would like the properties presented. The document(s) will be sent to the FTP location in each of the formats selected.

Refer to the Standard Email Recipient Content instructions for Content Format.

XML Encoding: When distributing XML output, the encoding can be specified to the customer's requirements. The drop down list features many different encoding options. Select the one that best fits your needs. (see http://www.w3schools.com/xml/xml_encoding.asp for more information).


Delivery

The Delivery dialog screen provides additional options on naming the file as well as adding supplemental documents.

Delivery Options
  1. Enter a File Prefix. This is the prefix that will be added to the file when it is transferred to the target directory, defined on the General dialog screen.
  2. If Send as Compressed Attachment (.zip) is selected, supply the following information:
    1. Specify the Attachment Format:
      • Compressed to single file – all attachments will be compressed in the same file.
      • Compress each file individually – each attachment will be compressed in its own file. This is the default.
    2. Select Use Encryption if the file is to be encrypted before compression. The recipient must enter the Password before extracting the file. If compression is used, the file must be extracted using a decompression tool, such as WinZip (see http://www.winzip.com for more information).
  3. If you are utilizing Supplemental Documents, check the Combine Supplemental Documents into one document box if you want all the added supplemental documents to be output as one file, if there is more than one.
Additional Information
  1. Specify the number of Retry Attempts Output Manager should try if an error is encountered on the first attempt to transfer the file.
  2. Select the Use passive mode check box if the transfer is to take place in passive mode.

    Passive mode is used when the firewall doesn’t allow the return “data channel” to be established from the server back to the client (as it is in “active” mode). Depending on the firewall settings, select this box.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.


Cover Sheet

Refer to the Standard Email Recipient Cover Sheet instructions to configure a cover sheet for FTP.


Delivery Methods

Standard Recipient/Default Delivery Method - Email

Standard Recipient/Default Delivery Method - Fax

Standard Recipient/Default Delivery Method - File Copy

Standard Recipient/Default Delivery Method - Print