For new integrations, use an API, SFTP or email, as agreed with d2o. The available options depend on your source system and the agreed integration setup:

  1. Webservices/API – If your system offers such service, please provide access information/credentials.
  2. SFTP Client – you upload the daily extract to d2o server, credentials will be provided by d2o.
    1. Server host key
    2. Algorithm: ssh-rsa 1024
    3. Fingerprints: SHA256:OaK8ia0WT5HWLzpC3i10bG7PUp2XCU7IFf67Lzl/70A
  3. SFTP server – if your system offers this service, agree the access details and file collection setup with d2o.
  4. Email – send the agreed files to the email address provided by d2o.

If these options cannot be accommodated, contact d2o to agree a suitable approach.

Existing PMI File Agent connections

The PMI File Agent is being phased out and is not recommended for new integrations. If you already use it, see the legacy installation reference and contact d2o to plan your move to an API, SFTP or email.

Automate SFTP upload via WinSPC on windows

  • Get, and install, the latest version of WinSPC.
  • Open a text editor and paste the following

open sftp://USER_NAME:PASSWORD@ftp.d2o.biz/ -hostkey=”ssh-rsa 1024 OaK8ia0WT5HWLzpC3i10bG7PUp2XCU7IFf67Lzl/70A=”
put d:\temp\Test.txt /
exit

Replace

USER_NAME = The user name provided by d2o
PASSWORD = The password provided by d2o
D:\temp\Test.txt = The File you want to upload

Save the file as, for example sftp_upload_instructions.txt

Open a new text editor and past the following

@echo off
C:\Program Files (x86)\WinSCP>WinSCP.com /ini=nul /script=d:\temp\winspc\ sftp_upload_instructions.txt

Replace

C:\Program Files (x86)\WinSCP>WinSCP.com = The correct path to the installed WinSCP.com
d:\temp\winspc\sftp_instructions.txt = The correct path to the instructions file you just created.

Save the file as, for example “sfp_upload.bat”

You can now test your script by opening a command prompt, browse to your bat file and execute it and then use the windows scheduler if you want to schedule the transfer.