File Transfer Task

File Transfer Task

Overview

The File Transfer task allows you to execute file transfers on remote machines using any of the following protocols:

  • FTP

  • SFTP

  • UDM

  • FTPS

  • FTPES

To run a File Transfer task, you need Universal Agent for Linux/Unix, z/OS, or Windows to communicate with the File Transfer server. The Agent can, but does not have to be, running on the same machine as the File Transfer server.

The following examples provide sample configurations for executing file transfers using a File Transfer task.

In the first example, the user wants to transfer a file from a remote File Transfer Server on a machine that does not have an Agent running on it. In this case, the File Transfer task definition provides an address and login credentials for the machine where the Agent is running as well as address and login credentials for the machine where the File Transfer server is running.
 


 

In the second example, the user wants to transfer a file from a remote File Transfer Server on a z/OS machine that does have an Agent running on it. In this case, the login credentials for the Agent machine and the File Transfer server machine are the same.
 


 

Built-In Variables

The following built-in variables can be used in a File Transfer task to pass data where appropriate:

Creating a File Transfer Task

Step 1

From the Automation Center navigation pane, select Tasks > File Transfer Tasks. The File Transfer Tasks list displays a list of all currently defined File Transfer tasks.
 
To the right of the list, File Transfer Task Details for a new File Transfer task displays.
 

Step 2

Enter/select Details for a new File Transfer task, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.

  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.

  • Temporarily hide the list above the Details.

  • Click the

     button above the list to display a pop-up version of the Details.

Step 3

Click a

 button. The task is added to the database, and all buttons and tabs in the Task Details are enabled.

Note

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)

  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.

  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

File Transfer Protocols

When you create a File Transfer task, you select a file transfer protocol: FTP, SFTP, UDM, FTPS or FTPES. 

The File Transfer Task Exclude Protocols Universal Controller system property permits the exclusion of one or more, but not all, protocols from being selected (see the Transfer Protocol field, below.)

The order of precedence for selecting a default Transfer Protocol for a File Transfer task is UDM, SFTP, FTPS, FTP, FTPES.  The first of these protocols that is not specified in the File Transfer Task Exclude Protocols system property will be the default.

For example:. 

File Transfer Protocols Details

The Details for FTP, SFTP, FTPS, and FTPES transfer protocols are the same; the Details for the UDM transfer protocol differs considerably.

Using SFTP requires that you supply a valid credential that specifies the location of the SSL/TLS Private key on your Agent. In the Credentials Details, you supply the location for the private key in the field "Key Location (File Transfer only)". This location must exist on the Agent where you intend to run the SFTP task.

Make sure you have your private/public keys properly set up and working before you configure the Controller to use it. For example, to validate the keys, log into your destination server from your agent server using ssh.

FTP/SFTP/FTPS/FTPES File Transfer Task Details

The following FTP/SFTP/FTPS/FTPES File Transfer Task Details is for an existing FTP/SFTP/FTPS/FTPES File Transfer task.

Depending on the values that you enter / select for these fields, and whether or not the FTP/SFTP/FTPS/FTPES File Transfer task has ever been launched, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the FTP/SFTP/FTPS/FTPES File Transfer Task Details.
 

FTP/SFTP/FTPS/FTPES File Transfer Task Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in FTP/SFTP/FTPS/FTPES File Transfer Task Details.

Field Name

Description

Field Name

Description

General

This section contains general information about the task.

Name

User-defined name of this task (Maximum = 255 alphanumeric characters); variables supported. It is the responsibility of the user to develop a workable naming scheme for tasks.

Version

System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning.

Description

Description of this record. Maximum length is 255 characters.

Member of Business Services

User-defined; Allows you to select one or more Business Services that this record belongs to.  (You also can Check All or Uncheck All Business Services for this record.)

You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service.

If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted.

Resolve Name Immediately

If enabled, the Instance Name of the task instance will be resolved immediately at trigger/launch time.

Time Zone Preference

User-defined; Allows you to specify the time zone that will be applied to the task.

Options:

  • -- System Default --
    Time zone is based on the value of the Task Time Zone Preference Universal Controller system property: Server or Inherited.
  • Server (xxx)
    Where (xxx) is the time zone ID of the server; time zone is evaluated in the time zone of the server.
  • Inherited
    Time zone is evaluated in the time zone of the Parent Workflow or Trigger / Launch specification in the case there is no Parent Workflow.

Hold on Start

 

If enabled, when the task is launched it appears in the Activity Monitor with a status of Held. The task runs when the user releases it.



Hold Reason

Information about why the task will be put on hold when it starts.

Virtual Resource Priority

Hold Resources on Failure

Mutually Exclusive With Self

Simulate 

Override Previous Instance Wait

Agent Details

This section contains assorted detailed information about the Agent / Agent Cluster selected for this task.

Cluster

Agent

Agent Variable

Agent Cluster

Agent Cluster Variable

Broadcast

Cluster Broadcast

Cluster Broadcast Variable

Credentials

Credentials Variable

File Transfer Details

This section contains assorted detailed information about the task.

Transfer Protocol

Command

Job Card (z/OS only)

Subcommands (z/OS only)

Verify Host Name

Authenticate Peer

Transfer Type

Transfer Mode

Remote Server

Required if Transfer Protocol = FTP, SFTP, FTPS, or FTPES; name or IP address of the File Transfer server. This machine may or may not be the same as the Agent machine.
 
You also can specify a non-standard FTP, SFTP, FTPS, or FTPES port: port number separated from the host name with a colon: "some.server.com:2222".

FTP Credentials

FTP Credentials Variable

Local Filename

Use Regular Expression

Enables the use of a regular expression in the Local Filename field.

Remote Filename

Move

Retry Options

This section contains specifications for retrying the task.

Maximum Retries

Retry Indefinitely

Retry Interval (Seconds)

Suppress Intermediate Failures

Wait / Delay Options

This section contains specifications for waiting to start and/or delaying on start the task.

Wait To Start

Wait Time

Wait Day Constraint

Wait Duration

Wait Duration In Seconds

Delay On Start

Delay Duration

Delay Duration In Seconds

Workflow Only

Time Options

This section contains time-related specifications for the task.

Late Start

Late Start Type

Late Start Time

Late Start Day Constraint

Late Start Nth Amount

Late Start Duration

Late Finish

Late Finish Type

Late Finish Offset Type

Late Finish Percentage Offset ( + )

Late Finish Duration Offset ( + )

Late Finish Duration Offset Unit

Late Finish Time

Late Finish Day Constraint

Late Finish Nth Amount

Late Finish Duration

Early Finish

Early Finish Type

Early Finish Offset Type

Early Finish Percentage Offset ( - )

Early Finish Duration Offset ( - )

Early Finish Duration Offset Unit

Early Finish Time

Early Finish Day Constraint

Early Finish Nth Amount

Early Finish Duration

User Estimated Duration

Critical Path Options

This section contains Critical Path-related specifications for the task.

CP Duration

CP Duration (Resolved)

CP Duration Unit

Workflow Execution Options

This section contains Execution Restriction specifications for the task if it is within a Workflow.

Execution Restriction

Restriction Period

Before Date

Before Time

After Date

After Time

Date List

Self-Service Options

This section contains Self-Service specifications for the task.

Enforce Variables 

Lock Variables 

Statistics

This section contains time-related statistics for task instances of the task.

First Execution

Last Execution

Last Instance Duration

Lowest Instance Time

Average Instance Time

Highest Instance Time

Number of Instances

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created