This is the “Set up SFTP Transfer” guide.

In this article, you’ll learn how to configure secure file transfers between Opera (or your systems) and PMI using SFTP. We walk you through creating the SFTP channel, linking it to your reports, and validating the setup, so your data flows smoothly and reliably.

Step 1

  • Property
  • Delivery Method
  • General

Set up SFTP Transfer 01

Step 2

  • Click SFTP
  • New
  • Create name and description

Set up SFTP Transfer 02
Set up SFTP Transfer 03

Step 3

  • Highlight the one you created and choose config
  • Fill in information you received from d2o (this will be communicated by d2o)
  • Ok and you are finished, run validate and ask if D2o received a test file.

Set up SFTP Transfer 03

Next step is to add SFTP to all reports you created

Step 4

  • Highlight report
  • Choose distribution list
  • NEW
  • Choose SFTP
  • In drop down meny, choose SFTP upload you created in delivery method
  • Click ok, and report should be ready to go.
  • Run report manully to check if they receive

Set up SFTP Transfer 04
Set up SFTP Transfer 05
Set up SFTP Transfer 06
Set up SFTP Transfer 07
Set up SFTP Transfer 08

Cross-references