When a local SFTP credential is created, a directory on the DataBlend ftp server is allocated to that credential. This directory is not shared with any other SFTP credential.
Field Name |
Required/ Optional |
Description |
---|---|---|
Name |
Required |
Provide a unique name for this credential |
Password |
Required |
Create a password for the SFTP user in this field. This field can be modified in the future in the event that you need to change or reset the password that is being used. Save the password outside of DataBlend since it will need to be used an FTP client and cannot be recovered within DataBlend. |
After saving the credential, a Username will automatically be created after the credential has been saved for the first time.
The username and password can be used with the SFTP client of your choice. You will also require the following information to successfully log in with your client:
If you do not currently have an SFTP Client, DataBlend suggests one of the following:
These clients offer a balance of ease of use, long track record, and are frequently updated for security and bug fixes.
Allowing SFTP Email Attachments
Field Name |
Required/ Optional |
Description |
---|---|---|
Name |
Required |
Provide a unique name for this credential |
Password |
Required |
Create a password for the SFTP user in this field. This field can be modified in the future in the event that you need to change or reset the password that is being used. Save the password outside of DataBlend since it will need to be used an FTP client and cannot be recovered within DataBlend. |
Allow Email |
Required |
Enable the toggle |
Destination Address |
Required |
Destination address will autofill upon toggle enablement. This field can be changed. The destination address must be unique across DataBlend. By default it will populate with the id of the credential. If the address is already taken the API will respond with an error on save. |
Allowed Source Address(es) |
Required |
List the email address(es) that will be sending attachments to DataBlend. |
Use RegEx |
Optional |
The Use RegEx toggle enables of multiple senders to allow any email addresses to send attachments. “Use RegEx” turned on allows multiple senders. |
Receiving:
DataBlend email receipt requires adherence to general email security best practices. To avoid mail being blocked as spam, any sending domains should be correctly configured to require:
-
DomainKeys Identified Mail (DKIM)
-
Sender Policy Framework (SPF)
-
Domain-based Message Authentication, Reporting and Conformance (DMARC)
Mail sent from domains that have not been configured correctly risk being blocked as spam and the corresponding attachments will not be uploaded into DataBlend.
Sending:
Sending files to DataBlend is similar to sending any other email, however extra precaution should be taken based on the sensitivity of the files being sent. Key considerations before sending files via email include:
-
Data Classification - Does sending via email adhere to internal company policies/procedures (e.g. are files with the corresponding data security classification permitted to be emailed?)
-
Mailbox - Who has access to the mailbox being used? If it’s a shared mailbox, are any files sent that other users would not otherwise have access to?
-
Sent Mail - Are the emails and attachments saved in the sent folder from the sending mailbox by default? Is this desired?