Abstract
Product: Data Insight Tool.
File Transfer Protocol (FTP) Setup Guide
The Data Insight Tool (DIT) to FTP function provides the ability to export DIT reports to an FTP server. The FTP server can be hosted by either Signal Labs Talent or by your organization. The FTP function allows the choice of using the existing report output methods or use an FTP capability. There are two options to set up Data Insight to FTP. Unless your organization has a dedicated team on site to maintain and support the server, it is recommended that to use the Signal Labs Talent Hosted method.
Signal Labs Talent Hosted (sometimes referred to as the Pull Method):
Signal Labs Talent handles all maintenance and upkeep of the server such as number of files, and file sizes.
Signal Labs Talent has the FTP Server so there is no need for your organization to have a server.
Signal Labs Talent purges data after 14 days.
Signal Labs Talent creates and maintains usernames and passwords that follow the Signal Labs Talent security policy.
Signal Labs Talent provides the site link, username, and password.
Your organization accesses the site to retrieve the report.
The FTP site hosted by Signal Labs Talent provides one folder per client. Output format for the file can be CSV, XLSM or .zip file.
PGP Encryption of the file is required. Your organization must provide the public PGP key and Key User ID to encrypt.
Client Hosted (sometimes referred to as the Push Method):
Your organization has full controls all the FTP files such as number of files, and file sizes.
Your organization has the flexibility since they own the server.
Your organization handles all maintenance and upkeep of the server.
Your organization needs to have an FTP server.
Your organization creates and maintains usernames and passwords.
Your organization needs to provide the site link, username, and password to Signal Labs Talent.
Signal Labs Talent uploads reports to the Client site
PGP Encryption is recommended. If your organization would like to use PGP Encryption, they must provide the public PGP key and Key User ID.
Setting up DIT to FTP
Your organization needs to open a support ticket to configure the FTP. The support ticket needs to include the request for FTP setup, the option that is selected for the FTP, and any details that are needed such as usernames and passwords if your organization is using the Client Hosted FTP.
Workbench Configuration
Client Settings can only be configured by an Signal Labs Talent representative.
To configure the FTP settings, in Workbench, select the Edit Client settings icon.
Select Configure for [Data Insight Tool – Enable FTP].
Configure the FTP settings as needed, and select Test & Save.
