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SFTP Guide

Introduction

This guide is for the purpose of setting up an SFTP account for the secure transfer of data between your institution and the HelioCampus Assessment platform.

We will need the following information from you to complete the setup process.

Public Key for Authentication

A Public/Private Key exchange is the preferred authentication method to access the SFTP server. Please reach out to your institution’s security team and request they supply an existing public key or generate a new key pair for this purpose and provide us that new public key to apply to your institution’s account on the SFTP server.

SFTP Client IP Address(es)

Please provide the Public/WAN IP address(es) or Public/WAN IP range or external DNS/FQDN name(s) of the server(s) or workstation(s) that will be connecting to our SFTP server so that we can explicitly allow those connections from your institution’s network to our server.

SFTP Server

Hostname

sftp.aefis.net

IP address

208.88.50.49

Port

22


Please send all of the above information to your Client Success Manager. If you do not feel that sending this information via email is suitable please inform us how you would like to transfer the information and we will be glad to accommodate you.

Once we have received your answers to questions one and two we will setup your account and advise you when your account is ready for testing.

SFTP Folder Structure

The following is a list all the folders contained in your SFTP account and their purpose.

Your root SFTP folder - Once your data files have been validated and you start your daily uploads they should be placed here.
| _ _ Archive - This folder contains all the data files that have been successfully processed by the import process.
| _ _ datawarehouse - This folder is where we store the data warehouse exports. If this is something you would like to receive from HelioCampus, please contact your Client Success Manager.
| _ _ Error - This folder contains all the data files that the import process found an issue with
| _ _ Save - This folder is for us to move items into that should not be processed by the import process.
| _ _ Validation - While you data files are being validated they should be uploaded to this folder.
| _ _ Archive - This folder contains all the data files that have been ran through the validation process and where our team will review the reports.