Audience: Technical Resource, Key Stakeholders
Summary: Reviews how to install and use two common SFTP clients
- Introduction and Disclaimers
- FileZilla Installation (Windows or Mac)
- WinSCP Installation (for Windows only)
Introduction & Disclaimers
In the event that you require the use of a third-party SFTP client order to connect to MineralTree, we are providing these instructions for informational purposes only. These are instructions on how to setup and use of two of the publicly available third-party SFTP Tools: FileZilla or WinSCP. MineralTree does not endorse a particular SFTP Tool or provide any source code for interfacing with an SFTP server. Any SFTP tool should suffice so long as the file is in a supported format. MineralTree does not provide support for SFTP Tools.
The SFTP Tools are provided by third-parties unaffiliated with MineralTree. MineralTree cannot endorse, approve, or guarantee SFTP Tools provided by third-party or track changes any changes made by such third-parties. Thus, MineralTree is not responsible for the content or accuracy of any SFTP Tools or for any loss or damage of any sort resulting from the use of, or for any failure of, SFTP Tools. The SFTP Tools have their own terms of use, licenses, and privacy policies, and may have different practices and requirements than MineralTree. Customer is solely responsible for reviewing any terms of use, privacy policies or other terms governing your use of these SFTP Tools, which customers use at its own risk.
FileZilla Installation
- Navigate to https://filezilla-project.org/download.php?type=client and download the FileZilla client
- Install the FileZilla Client
- Open the Site Manager (File > Site Manager)
- Create a New Site by clicking “New Site” and fill in the following information:
- Name the Connection (e.g. “MineralTree SFTP”)
- Protocol: SFTP - SSH File Transfer Protocol
- Host: Provided by your implementation consultant after SFTP site is built
- Port: Leave blank
- Logon: Select "Key file"
- User: Your SFTP username provided by your Implementation consultant
- Key file: Your private SSH key you created previously
- Press Connect
Once installed, you'll be able to use it regularly by navigating to the Site Manager (File > Site Manager) and clicking into the SFTP connection you created above. Connect, and then you'll be ready to transfer files to and from the SFTP and your ERP.
Note: You will need to create a new site for each MineralTree company you wish to connect. You will use the same SSH keys, but MineralTree will provide a unique username
WinSCP Installation
- Navigate to https://winscp.net/eng/download.php and download the WinSCP client.
- Install WinSCP
- Create a new connection to the SFTP
- Name the Connection (e.g. “MineralTree SFTP”)
- Protocol: SFTP - SSH File Transfer Protocol
- Host: Provided by your implementation consultant
- Port: Leave blank
- Logon: Select "Key file"
- SFTP Username: Provided by your Implementation consultant
- Key file: Your private SSH key you created previously
- Connect