Connection Profile Create & Edit

Prev Next

Purpose

In this window you can create a new connection profile or edit an existing one:

The following information should be provided: 


Description

Profile Name

A name that will help you to distinguish the profile from another

Description

This text is shown at the beginning of the report. Here you could, for example, introduce important metrics and formulas that are used in the report.

Connection

For now, the only export type is SFTP

Server

The server where exports to this profile should go

Port

The port 

Authentication Method

You may select User & Password or User & Key, make sure to provide the profile owner with this information. 

User name

Enter a user name for the profile

Password or RSA Key 

Depending on the selected authentication method, enter either the password or the RSA key here. 

If you choose the option of User & Key, please be aware that the RSA Key must be formatted as 

-----BEGIN RSA PRIVATE KEY-----

[...key...]

-----END RSA PRIVATE KEY-----

Destination Path

The top level of the folder that can be accessed. All sub-folders inside of the indicated folder are also accessible.

Before saving your changes, be sure to use the Perform Check option to be sure the data is correct. 

Related

Connection Profile Overview

How to create a Connection Profile