WinSCP - How to Guide

Summary

WinSCP is a popular SFTP client and FTP client for Microsoft Windows!

 

This how to guide will help you upload files to AWS S3 for the Assure data import functionality

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Downloading and configuring WinSCP

You can download the WinSCP tool here: https://winscp.net/

 

1) Click download Now

 

 

2) Go to other Downloads

 

 

3) Look for Portable executables and click download

 

This will allow you to use WinSCP without installing the application. This is useful if you do not have administrative rights to your machine.

 

 

 

 

4) Once downloaded, open the file and extract it to a folder of your choice

 

 

 

5) Once extracted, open WinSCP.exe

 

 

 

6) You will be presented with multiple options to upload files

 

 

7. Change the File Protocol option to Amazon S3

You will be provided with an Access key ID: and Secret access key: 

You can request these keys via the Support Team (Evotix Help). If these are not yet generated, the Support Team will direct you to DevOps (FreshService) who can generate these for you.

 

8. Enter your Access key ID: and Secret access key: and click Advanced...

 9. Click on Directories.

10. Un-tick Remember last used directory

11. for Remote directory: enter the path.

 

Please note your directory may differ dependant on region - See Below options

 

UK: /assure-storage-uk-production/dataimport/customerkey

UK2: /assure-storage-uk2-production/dataimport/customerkey

US: /assure-storage-na-production/dataimport/customerkey

APAC: /assure-storage-anz-production/dataimport/customerkey

 

Your customer key can be found at the end of your URL for accessing Assure, eg: sheassure.net/(customerkey)

 

12. Press OK at the bottom of the settings configuration panel

 

13. Click Save, this will allow you to save your settings as a new site

 

 

14. You can choose to save your password (Not recommended on shared computers)

 

 

15. Click Login - This will now allow you to connect to AWS S3 and allow you to upload files directly to our server

You may click and drag a csv file from your local machine on the left side and drop it onto the AWS S3 file path on the right hand side

 

The csv will appear on the right side panel - confirming that it is on AWS S3 and ready for the data import tool to pick it up for importing.

Upon a successful data import, your file on AWS S3 will be removed from the server.

Make sure to always keep a copy of the most up to date csv on your local machine for safe keeping

 

 

All done!

That should give you all the information you need to upload csv files to AWS S3 for the Assure data import functionality