LMS Reporting – Setting up remote SFTP report drop off (Default vs. Report Specific)
Often times while setting up a new LMS instance for a customer remote file drop off is required for reporting. The uses of this can be to create data exports or just for a customer to setup a remote site for large reports that need to be shared
Items Needed for Solution:
- Working LMS instance and appropriate admin roles
- Rights to import and export reports from your LMS instance.
The steps involved in this process are:
- Login in to LMS instance.
- Navigate to System Admin -> Configuration -> System Configuration -> REPORT_SYSTEM
3. Navigate down and put in the sftp server settings (if for default report location) Example:
#This section is used for configuring an FTP server to receive report output #In environments where access to root level directory is denied, path can be configured as relative path. #Relative path should be in the format - <directory in user home directory>/<sub directory>/<sub directory> where <sub directory> are optional. # The timeout is in milliseconds. Default is 1 minute. Setting it to low value will cause issues during establishing connection. # To enable local passive mode . Please set enablePassiveMode = true remoteFtpEnabled=true --Must be enabled to true for remote file to appear defaultReportFtpConfig.protocol=sftp --sftp is the usual protocol defaultReportFtpConfig.server=sftp012.successfactors.eu --your sftp server address defaultReportFtpConfig.port=22 --default ftp port defaultReportFtpConfig.path=outgoing/reports/ --folder for default reports to be placed in defaultReportFtpConfig.userID=testuser --sftp server userid defaultReportFtpConfig.password=testuser123 --sftp server userid's password defaultReportFtpConfig.timeout=60000 --default setting defaultReportFtpConfig.enablePassiveMode=false --default setting
4. You will apply these settings to your config file and test a report to make sure it completes and leaves the file in the correct location
5. For specific reports to go to a specific folder navigate to the same report system configuration and below it update the settings like in this example.
In this example the report name is UserLearningHistoryCSV and the folder it is to be dropped in SH-IMPORT/Specific reportFtpConfig.UserLearningHistoryCSV.protocol=sftp reportFtpConfig.UserLearningHistoryCSV.server=ftp.vpftp.com reportFtpConfig.UserLearningHistoryCSV.port=22 reportFtpConfig.UserLearningHistoryCSV.path=SH-IMPORT/Specific reportFtpConfig.UserLearningHistoryCSV.userID=dwayne reportFtpConfig.UserLearningHistoryCSV.password=sample55 reportFtpConfig.UserLearningHistoryCSV.timeout=60000 reportFtpConfig.UserLearningHistoryCSV.enablePassiveMode=false
** – Note you can change the location for each specific report you want and leave in the default location to capture the other reports in one remote location
I have created a youtube video with examples of both default and specific report settings. I recommend you look through it to see how remote file drop off works in the LMS. I also go through a few other settings in the config file you may find useful as well in the video.
Often time customers want to separate out remote files from reports for things such as exports and other customer specific tasks. Whether it is one location for all files or a combination of a default remote location and specific locations for other reports for other groups, the LMS allows for the solution to both of these configuration requirements.
I encourage you to leave comments and feedback if you have questions or suggestions.
Thanks Dwayne, very helpful.
Hi Dwayne, thanks this video was useful !
I have an additional question, is there way to specify file encryption (pgp) on reports ?
I can't find any options related to that, and as reports might contains sensitive data this is required in some case.
Sorry to say I have never seen one. Please post if your run across it.
Free April 2018 Calendar
Hello.This was a helpful blog.
Does SF LMS support a delta push of the report to sftp
(i.e , once the full report has been pushed to sftp, is there away to ensure that only delta entries are pushed to the remote sftp in subsequent runs)
Thanks and Regards
I'm also looking for integration my LMS with auto financing system to enhance to productivity of my Organization.