Using the SFTP (Secure File Transfer Protocol) site to create/update/delete user data saves you the task of logging in to Jostle to upload and allows you to automate/schedule a task in your server to run the imports/deletions into your Jostle intranet.
The SFTP setup described for Windows here can also be adjusted for macOS users as follows:
Generate an SSH key
To access the SFTP folders you will need to generate an SSH key, which will contain two files: a public key (which you will share with Jostle) and a private key.
To do this you will need to use Terminal , the terminal emulator which provides a text-based command line interface to the Unix shell of macOS.
To open the macOS Terminal:
- Navigate to the folder where you want to store your Public and Private Keys
- In Finder, go to the Applications folder and select Utilities.
- In the Utilities list, locate and open Terminal.
The Terminal window will open with the command line prompt displaying the name of your machine and your username.
To generate an SSH key in macOS:
1. Enter the following command in the Terminal window.
This starts the key generation process. After you execute this command, the ssh-keygen utility prompts you to indicate where to store the key (you will also be able to name your files).
2. Press the ENTER key to accept the default location. The ssh-keygen utility prompts you for a passphrase.
3. Type in a passphrase. Make sure you save it somewhere for future use.
NOTE—You will need to enter the passphrase a second time to continue.
4. After you confirm the passphrase, the system generates the key pair and you’ll see a screen similar to the below image.
The files will be <given_file_name> and <given_file_name>.pub. The file with the “.pub” extension is the public key file that you will share with Jostle. Save it to your clipboard by running this:
6. To do the File Transfer, fill out the form here and click Continue. Then select Recipient: support and upload the public key file you saved earlier.
7. Jostle will then set up your SFTP account and folders and place a dummy of the setup.txt file in the config folder. When it's ready you'll receive a confirmation email along with a Username (this will most likely be the customer name, but all in lower case).
For the next portion you will need to use an FTP client. For the purposes of this article, Filezilla was used for the workflow and screenshots.
1. Open Filezilla and click on the Site Manager icon in the top left corner.
2. On the left side of the Site Manager screen, select the New Site button.
3. On the right side of the screen, go to the Protocol field, click the arrows and select SFTP - SSH File Transfer Protocol
4. In the Host field, type: sftp.jostle.us
5. For Logon Type, click the arrows and select Key file.
6. Click Browse to locate and select your private key file (the file without the ".pub" extension). A prompt will appear asking you to convert the file. Select Yes.
7. For the next prompt, enter your password/passphrase (that you previously created above) and then click OK.
8. On the next screen, name your converted file and click Save.
9. Return to the Site Manager screen and click Connect to connect to your account on the SFTP server.
Now you can update the contents of the setup.txt file (in the config folder) and then begin testing.
Continue here to learn about the SFTP server, files and folder structure and how to create an input file.