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. |
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Step 2 | Enter/select Details for a new File Transfer task, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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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:.
If File Transfer Task Exclude Protocols = UDM, the default Transfer Protocol will be SFTP.
If File Transfer Task Exclude Protocols = UDM and SFTP, the default Transfer Protocol will be FTPS.
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 |
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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:
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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. |
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 |