KB PUSH and PULL in Titan MFT Server Next Gen

KB PUSH and PULL in Titan MFT Server Next Gen


PUSH and PULL Automation Events in Titan MFT Server Next Gen

Question

How do I configure and use the PUSH and PULL capabilities in Events on my Titan MFT server?

Pre-requisites:

  1. Titan MFT Server Next Gen must be installed on your server system

  2. WebDrive 1.1.16 or later (File Transfer Client) must be installed on your server system

Steps

  1. Install WebDrive 1.1.16 or later on the same system as Titan MFT Server if not already installed.

  2. Open WebDrive and click the “+” icon at the top of the UI to setup a connection a remote server of interest.

  3. Select the appropriate connection type for the remote server to which you would be Pushing/Pulling data.

  4. Enter the necessary connection information (varies based on connection type) and click “Save”.

  1. The drive letter to use will default to w:\  -- if this is changed, please note the drive letter selected for later use, OR 

  2.   It would be recommended to edit the Settings for this site connection in WebDrive and select the option under Advanced to map as UNC path only (no drive letter). Then, drive letter conflicts/use will be of no concern

  1. From WebDrive’s main UI, you can test the connection by attempting to map the drive. If this succeeds and connects, then the site is ready to go. If it fails, read through any errors and verify the connection information for the remote server.

  2. Once ready, from the main WebDrive UI, right-click the site you’ve created and select “Export”.

  1.     NOTE: When Exporting a single site from WebDrive, ensure to use the right-click menu for the Export and NOT the top menu Export option, which is for use when Exporting multiple sites for use when Migrating WebDrive to another system.

  2. Choose a name and location to save the .wdexport file. You will be Importing this into Titan.

  1. Open the Titan MFT Server Administrator and navigate to the “Events” tab. 

  2. Click the “+” icon toward the upper right to Add a new Event.

  3. Ensure “Events” is selected and then click “Add Event”.

  1. Events can be run either on a Schedule or based on a specific trigger. Choose based on your specific need.

  2. If wanting a Scheduled Event, select “Scheduled Events” and then “Scheduled Standard Event”

  1. Next, click the Scheduled Standard Event dropdown, select “Conditions”, “Add Condition”

  2. Proceed to configure and set the items as desired for your Scheduled Event.

  1. If wanting a Trigger-based Event, search through the various options available based on your specific need. 

  1. Next, click the dropdown for your Trigger-based Event, select “Conditions”, “Add Condition”

  1. Add Conditions as desired/required to narrow the scope for your Event

  1. Proceed to configure and set the items as desired for your Trigger-based Event.

  1. Click on “Actions”, “Add Action”. Select either:

  1. Push to remote Internet site (to send data from your environment to a remote server) OR 

  2. Pull from remote Internet site (to bring data from a remote server onto your local environment)

  2. Configure the directories and files of interest as required/desired for your specific need. Click “OKAY”

  3. Review the Event Handler, add more Actions to the workflow if desired, or click “Next” at the bottom right. 

  4. Provide a friendly name and description for your Event – this will display in the list of Events within the server. 

  5. The Event now exists and is Enabled by default unless specifically unchecked during setup. 


Example Configuration: Pushing a file to a remote server

This example leverages a trigger-based Event and pushes a file that meets the trigger criteria to a remote server. The sitename of the WebDrive site is SFTP and is assigned the w:\ (default) drive letter. 

Further, the options selected will result in the WebDrive site connection being disconnected after the transfer to the remote server is completed, and Titan will wait for the script to complete before continuing to any subsequent Action in the Event workflow. You can see these two options enabled in the screenshot below with the example syntax.


Graphical user interface, text, application, emailDescription automatically generated

Example Configuration: Pulling a folder (and contents) from a remote server

This example leverages a Scheduled Event and pulls a folder and its contents from a remote server. The sitename of the WebDrive site is SFTP and is assigned the w:\ (default) drive letter. The folder being Pulled exists in the root location after initial connection to the remote server. 

Further, the options selected will result in Subdirectories to this folder also being Pulled and the source content (on the remote server) being deleted after the data is pulled to Titan. You can see these two options enabled in the screenshot below with the example syntax.


Graphical user interface, text, application, emailDescription automatically generated



PUSH/PULL Event Details on Folder Paths to use

When Scheduling a PUSH or PULL:

PUSH:

            Source Directory: Local path from which you are PUSHing the files

o   E.g. C:\Users\USERNAME\Desktop\Test

            Source Filename: Leave blank to capture all files, or filter accordingly

o   e.g. *.pdf to PUSH all PDF files only

            Destination Directory: Either Drive Letter\Folder OR \\UNC\Folder path for desired location

o   e.g. \\Server\Share\Test    OR w:\Test

            Destination Filename: Leave blank to keep filenames intact

PULL:

            Source Directory: Either Drive Letter\Folder OR \\UNC\Folder path for desired location

o   e.g. \\Server\Share\Test    OR w:\Test

            Source Filename: Leave blank to capture all files, or filter accordingly

o   e.g. *.pdf to PULL all PDF files only

o   e.g. File2.txt to pull just this single file

            Destination Directory: Local path to which you are PULLing the files

o   E.g. C:\Users\USERNAME\Desktop\Test

            Destination Filename: Leave blank to keep filenames intact or specify accordingly

o   e.g. File2.txt when pulling just this single file and keeping the name

When Event-Triggering a PUSH or PULL:

PUSH:

            Source Directory: Empty Field (can be left blank)

            Source Filename: %FILEPATH%

            Destination Directory: Either Drive Letter\Folder OR \\UNC\Folder path for desired location

o   \\Server\Share\Test    OR w:\Test

            Destination Filename: %FILEPATH%  -- or can choose to rename/change the file if desired

PULL:

            Source Directory: Either Drive Letter\Folder OR \\UNC\Folder path for desired location

o   \\Server\Share\Test    OR w:\Test

            Source Filename: Leave blank to capture all files, or filter accordingly

o   e.g. *.pdf to PULL all PDF files only

            Destination Directory: Local path to which you are PULLing the files

o   E.g. C:\Users\USERNAME\Desktop\Test

            Destination Filename: Leave blank to keep filenames intact


 If wanting to PUSH or PULL a Single File (rather than a set of files or entire folder), place the entire path and filename into the Directory fields: 

            Source Directory: Either a Local Drive\Folder\Filename (if PUSH) or a Drive Letter\Folder\Filename (if PULL) OR \\UNC\Folder\Filename in either case

o   \\Server\Share\Test\File1.txt  OR C:\Test\File1.txt  OR W:\Test\File1.txt

            Source Filename: Leave blank

            Destination Directory: Either Local Drive\Folder\Filename (if PULL) or Drive Letter\Folder\Filename (if PUSH) OR \\UNC\Folder\Filename

o   \\Server\Share\Test\File1.txt  OR C:\Test\File1.txt  OR W:\Test\File1.txt

            Destination Filename: Leave blank

      

      Additional Notes: The Connection to the external server can be made before user logon to the Server system, and drive can be made available for all users and services on the server system, if desired. 

      In the main WebDrive Settings, enable “Show all Settings”
      Edit the Settings for the server connection you’ve created within WebDrive, open the “Advanced” dropdown, and consider the Service Settings available.
      Notably, you can choose to have the connection mapped before User Logon (before a user logs into the server system). 
      Enabling this option allows for the connection to be made and available at time of server startup. No interactive user needs to logon before connection is established.
      You can also choose to have the drive mapped for all Users and Services on the system. 
      Enabling this option allows for the connection to be made and available for all users/services on this server system. In addition to being available for use within Titan Server PUSH/PULL operations, the connection would also be available for COPY/MOVE/DELETE, as well as any other scripting or command line uses.

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