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Celonis Product Documentation

SFTP (Action Flow)
Getting Started with SFTP

The SFTP modules allow you to monitor file changes in a selected folder/subfolder, upload new files to the desired folder, modify, or delete existing files that are already in a folder, or change file permissions.

Prerequisites

In order to use SFTP with Celonis platform, it is necessary to have an SFTP account.

Caution

The module dialog fields that are displayed in bold (in the Celonis platform Action Flow, not in this documentation article) are mandatory!

Connecting SFTP to Celonis platform

To connect your SFTP account to Celonis platform you need to enter the target Host and the SFTP credentials (user name and password or user name and key) to the module's Create a connection dialog.

Connection name

Enter the name for your SFTP connection.

Host

Enter the host name of the SFTP server you want to connect.

Port

Enter the SFTP server port. E.g. 22

Auth type

Select the authorization method you want to use for connecting to the SFTP server.

User name and password

Enter your credentials.

User name and key

Enter your user name and the private key/certificate.

Upload the private key to use the client-side authorization or upload your certificate (P12, PFX, or PEM file) if you want to use TLS using your self-signed certificate. If you're using the client-side certificate authorization, you can enter your CA certificate here.

Celonis platform does not retain or store any data (files, passwords) you provide here. File and password are only used to extract a private key/certificate.

For more details about certificates and keys please refer to the Certificates and Keys article.

After entering the connection information, click on the Continue button to establish a connection.

Watch Files in a Folder

Returns files with details when a file is created or changed in a specified folder.

Connection

Establish a connection to your SFTP server.

Folder

Specify the folder you want to watch. You can specify an absolute path, e.g. /home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Buffer Size [B]

Enter the buffer size in bytes. The value defines the size of transferred chunks from the server. Some servers may cause problems or corrupt files when the value is too high.

Maximum number of returned files

Set the maximum number of files that Celonis platform will work with during one cycle

Watch Subfolders in a Folder

Returns folders with details when a folder is created or changed in a specified folder.

Connection

Establish a connection to your SFTP server.

Folder

Specify the folder you want to watch. You can specify an absolute path, e.g. /home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Maximum number of returned files

Set the maximum number of folders that Celonis platform will return during one cycle.

Actions
List a folder's content

Connection

Establish a connection to your SFTP server.

Show

Select whether you want to retrieve files, folders, or both.

Folder

Specify the folder you want to list files/folders from. You can specify an absolute path, e.g. /home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Search

Enter the search term (e.g. if you want to search for files with the file extension .txt, enter .txt), or enter the name of the file you want to search for.

Sort By

Select whether you want to sort results by file name, size, last access date, or last modified date.

Sort Order

Select whether the result should be returned in ascending or descending order.

Continue the execution of the route even if the module returns no results

If enabled, the Action Flow will not be stopped by this module.

Maximum number of returned results

Set the maximum number of files/folders that Celonis platform will return during one cycle.

Get Files

Lists files from a specified folder.

Connection

Establish a connection to your SFTP server.

Buffer Size [B]

Enter the buffer size in bytes. The value defines the size of transferred chunks from the server. Some servers may cause problems or corrupt files when the value is too high.

Folder

Specify the folder you want to get the files from. You can specify an absolute path, e.g. /home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Search

Enter the search term (e.g. if you want to search for files with the file extension .txt, enter .txt), or enter the name of the file you want to search for.

Sort By

Select whether you want to sort the results by the file name, size, last access date, or last modified date.

Sort Order

Select whether the result should be returned in ascending or descending order.

Continue the execution of the route even if the module returns no results

If enabled, the Action Flow will not be stopped by this module.

Maximum number of returned results

Set the maximum number of files that Celonis platform will return during one cycle.

Get a File

Retrieves file details, including a file's data.

Connection

Establish a connection to your SFTP server.

Buffer Size [B]

Enter the buffer size in bytes. The value defines the size of transferred chunks from the server. Some servers may cause problems or corrupt files when the value is too high.

File Path

Enter the path to the file. You can specify an absolute path, e.g. /home/user/file.txt or a relative path pointing to a specific folder of the logged in user, e.g. ./file.txt.

Upload a File

Allows you to upload a file to the SFTP server.

Connection

Establish a connection to your SFTP server.

Folder

Specify an existing folder as the storage location for the file. You can specify an absolute path, e.g./home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Source File

Map the source file from the previous module (e.g. Dropbox > Get File) or enter/map the file name and file data.

Permissions

Set the desired file/folder permissions. Use the chmod parameters. E.g. 777 or -rwxrwxrwx.

For more details about chmod, please refer to the chmod Man Page.

Rename a File

Renames a file.

Connection

Establish a connection to your SFTP server.

File Path

Enter the path to the file you want to rename. You can specify an absolute path, e.g. /home/user/file.txt or a relative path pointing to a specific folder of the logged in user, e.g. ./file.txt.

New file name

Enter the new name for the file, including the file extension.

Move a File

Connection

Establish a connection to your SFTP server.

File Path

Enter the path to the file you want to move. You can specify an absolute path, e.g. /home/user/file.txt or a relative path pointing to a specific folder of the logged in user, e.g. ./file.txt.

New Folder

Enter the path to the file's new location. You can specify an absolute path, e.g./home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Delete a File

Connection

Establish a connection to your SFTP server.

File Path

Enter the path to the file you want to delete. You can specify an absolute path, e.g. /home/user/file.txt or a relative path pointing to a specific folder of the logged in user, e.g. ./file.txt.

Update file permissions

Allows you to change permissions of the file.

Connection

Establish a connection to your SFTP server.

File Path

Enter the path to the file you want to move. You can specify an absolute path, e.g. /home/user/file.txt or a relative path pointing to a specific folder of the logged in user, e.g. ./file.txt.

Permissions

Set the desired file permissions. Use the chmod parameters. E.g. 777 or -rwxrwxrwx.

Must match pattern /(.?([r-][w-][x-]){3})|[0-7]{3}/.

For more details about chmod, please refer to the chmod Man Page.

Create a Folder

Creates a new folder in the specified location.

If the folder already exists, the module will throw an error. To continue the flow uninterrupted, attach an error handler route to the module to catch the error and employ the Resume directive to continue the flow.

Connection

Establish a connection to your SFTP server.

Folder

Specify an existing folder as the storage location for the new folder. You can specify an absolute path, e.g./home/user/or a relative path pointing to a specific folder of the logged in user, e.g. ./.

Folder Name

Enter the folder name.

Permissions

Set the desired folder permissions. Use the chmod parameters. E.g. 777 or -rwxrwxrwx.

Must match pattern /(.?([r-][w-][x-]){3})|[0-7]{3}/.

For more details about chmod, please refer to the chmod Man Page.

Delete a Folder

Connection

Establish a connection to your SFTP server.

Folder Path

Specify the path to the folder you want to delete. You can specify an absolute path, e.g. /home/user/ or a relative path pointing to a specific folder of the logged in user, e.g. ./.