Enablement and User Creation of SFTP Servers - Genius CE & Enterprise

SFTP Server Enablement

This new feature allows Genius CE and Enterprise clients to utilize an SFTP Server that is hosted directly by Genius CE and Enterprise. Previously, clients were required to rely on external servers for SFTP functionality. For detailed instructions on how to set up your SFTP integration, please refer to this article.

With this enhancement, the server will now be managed by Genius SIS, while user management will be handled by the clients themselves.

Requesting the Feature

To implement this feature in your specific instance, please reach out to your Genius representative for guidance.

Enabling the Feature

Activation of this feature is restricted to Genius staff members only. To facilitate this, a new user type has been established, designated as GENIUS_STAFF, which grants access to a dedicated page that allows for greater autonomy over the features available in Genius CE and Enterprise.

• It is important to note that users with the ADMIN role will not have visibility into this page.

The relevant page is located under the Feature Flag section within the Administration Tab, specifically in the Staff Admin section.

To enable or disable the feature, simply adjust the setting for “SFTPHostServer” to either Yes or No.

Yes: Enabling this feature will allow users with the appropriate access under the administration tab to create additional users who can access the SFTP Folder.

No: If this feature is disabled, it is crucial to understand that any users who were created to connect to the SFTP Folder will be deleted, thus revoking their access.

 

Creating SFTP Users

Once this new feature is activated, and with the introduction of the GENIUS_STAFF role, other users who have access to the SFTP Server page in the administration tab will also be able to manage the SFTP server configurations.

If you are unsure how to enable this feature, please refer to the previous section titled “SFTP Server Enablement” for instructions.

Managing Users

Users who are permitted to connect to the SFTP Server hosted by Genius will be listed on the SFTP Server page.

If the feature has been enabled properly, users will notice a new section labeled “SFTP Users” on this page.

Creating Users

By clicking on the “Add new Users” button, a modal window will appear prompting for a Username.

This action will create a username and automatically generate a password, which can be viewed in the edit modal.

Updating Users

On the edit page, users will have the capability to generate a new password for existing users or view the password that was created.

Logging into your FTP Application

Once your users have been set up, they will be able to log into an FTP application to access files that have been uploaded to the server. To successfully log in, they will need to provide specific information found in the SFTP User Details.

The necessary information required for logging in includes:

• Host Name
• Port
• Username
• Password

Host Name:

This can be located in the latter part of the Connection String.

Alternatively, it can be found by clicking the Edit option on one of the Users.

Port:

The port number can be found by selecting Edit on an SFTP User.

Username:

The username corresponds to the first half of the Connection String. Please note that the username displayed when clicking Edit on an SFTP User is not the same username that will be used to log into the FTP Application.

 

Password:

Located by clicking Edit on an SFTP User.