When scheduling a report, the application will have an option to send the output via SFTP to an external location designated by the customer, such as on the customer’s server.

The current OPML / Background task functionality allows for an export to be sent via SFTP in the XML/URL location (using sftp://username:password@sftp.url.endpoint format). However, this is not an option for scheduled reports, and there is no option for using SSH Key instead of usernames and passwords.

When the report is run according to the schedule, PeopleFluent Learning will:

• Output the file to the Report Location (default to /nd/fresco/ batchreports) If there is an error writing to the  location, log the error in the EKP.LOG file
• Send the file via SFTP to the location specified. If there is an error in connection, log the error in the EKP.LOG file
• Send the notifications as per usual.  If the selection to attach the output file is used, the attachment encrypted file.
  
  To set SFTP locations, your user role must have unrestricted access to the SFTP Locations in System Roles  (Manage Features Report Categories).
  
  To store SFTP locations

1. Go to Manage > Reports > Report Settings > SFTP locations. The SFTP Locations page opens.
2. To edit an SFTP location that already exists, search for the SFTP Location and click Filter. Reset the search if necessary.
3. To create a new SFTP location, click + Create SFTP Location.
4. Enter a unique name. The name field is mandatory.
5. Enter a URL. The URL field is mandatory.
6. Enter a port. The port field is mandatory.
7. Enter a Login/username.  The Login/Username field is mandatory.
8. Select Use Password or Use SSH Key. If the Use Password option is selected, the Password and Confirm Password fields would be required, but the Load SSH Key would not be required. If the UseSSH Key option is selected, the Load SSH Key file would be required, but the Password and Confirm Password fields would not be.   If the Use SSH Key is selected, click Choose File and attach an SSH Key. 
9. Optionally, click Test Connection.  PeopleFluent Learning will attempt to connect using the credentials  provided and return an error message if the connection fails.
10. Click Save