Configure FTP Server and use it in BI Report and Extract

  • Post category:BI Publisher
  • Post comments:0 Comments
  • Post last modified:June 12, 2020
  • Reading time:6 mins read
Tags: BI Publisher, FTP, HCM Extract
You are currently viewing Configure FTP Server and use it in BI Report and Extract
Configure FTP Server and use it in BI Report and Extract
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In this article we will look into how to setup the FTP (File Transfer Protocol) server and use it in BI Publisher Reports and HCM Extracts.

Let’s get started.

Table of Contents

How to setup FTP server in BI Publisher:

Navigate to Tools > Reports and Analytics
Click on Browse Catalog to navigate to BI Catalog page.

BI Administration 1024x497 - Configure FTP Server and use it in BI Report and Extract
BI Administration > Manage BI Publisher
FTP Delivery - Configure FTP Server and use it in BI Report and Extract
Click FTP
Add FTP Server - Configure FTP Server and use it in BI Report and Extract
Click Add Server
Add FTP Details 1024x421 - Configure FTP Server and use it in BI Report and Extract
Add the details and click on Test Connection
  • Server Name — example: myFTPserver
  • Host — example: myhost.company.com
  • Port — the default for FTP is 21.The default for Secure FTP (SFTP), is 22. If you wish to use the defaults at run time, you can leave this field empty, BI Publisher automatically uses 21 for FTP and 22 for SFTP. However, if you wish to use the Test Connection option from the UI, you must supply the correct port number in this field 21 for FTP or 22 for SFTP.
  • Use Secure FTP — Select this box to enable Secure FTP (SFTP). Ensure to set the correct Port as described above.
  • Use Passive Mode — Passive mode is recommended when the FTP server is behind a firewall.
  • Enter a username and Password for the server.

Once these details are entered, we can click on “Test Connection” and it will show successful when the username and passwords are correct.

I have setup a Dummy FTP Connection as below:

dummy FTP - Configure FTP Server and use it in BI Report and Extract
FTP Connection added successfully

How to use FTP delivery option for BI Reports:

Navigate to BI Catalog again and let’s see how we can use the FTP option for generating the BI Publisher Output.

Scheduling Report - Configure FTP Server and use it in BI Report and Extract
Click on More>Schedule
adding FTP Option - Configure FTP Server and use it in BI Report and Extract
Add Destination as FTP and click Add Destination
filename and path - Configure FTP Server and use it in BI Report and Extract
Select the FTP from dropdown and provide the file path and name

Input the Remote Directory were the file should be placed on the FTP server. And the Remote File Name is the override for the output file name.

After providing this, you can click submit. The report will run and generate the output on the FTP server.

How to use FTP delivery option for HCM Extracts:

We can setup the FTP delivery option in HCM Extracts like below:

FTP delivery hcm extract 1024x625 - Configure FTP Server and use it in BI Report and Extract
FTP delivery option in extract

There is no dropdown for server name and we need to type in the exact servername that we have configured in BI Administration area, else the extract will fail.

Also we need to input the Remote Directory and the Remote File Name which are the file path and file name for the output file.

Once the extract is run, the output will be placed on the FTP server.

Tip: Once the FTP server is setup, it is better to test it once by scheduling a BI Report or extract to see if everything is working fine or not.

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