Devices > FTP Server

Creating a New FTP Server

Select SYSTEM ADMIN > DEVICES in the Navigation Menu Bar to open the “Devices” screen.
Hover over the FTP SERVER image.
Click NEW.

This is the “FTP Server Devices” screen for entering information about your FTP Server so DocuBreeze can use it as a resource for Collection and/or Distribution of files.
The items below describe the fields. Remember that fields marked with a red asterisk are Required.

Create Device

Name: This is the Name of your FTP server, which will appear whenever you use it within the DocuBreeze system. Example: "Konica Minolta FTP" Required.

Description: You may include a brief description of your FTP site. This is helpful, but not required. Example: "Document Archive"

Device Information Tab

Host Address: The address of your FTP server. Example, ftp.konicaminolta.us. Required.
Subdirectory: Folders beyond the parent folder where you want DocuBreeze to search. Example, pubs/uploads.
Note: the directory must already exist on the FTP server. DocuBreeze will not create directories on the server.
Port Number: The number of the port that your FTP server uses to connect to your network. 21 is the default port. Required.
Allow Anonymous Users: Mark this device as accessible by anonymous FTP login accounts.
If checked, you do not have to add accounts on the Accounts tab. An "Anonymous" user will be created automatically.

Note: The FTP server must be physically configured to allow anonymous users in order for this selection to work.

Accounts Tab

Account Name: One FTP site can have many different users and accounts. List the account name that you will use. Example, “Legal Department.” Required
Description: You may include a brief description of your account. For example, “Contracts, pricing, guidelines, etc.”
Login Name: Valid FTP user account name. This will be the same as the login name that you use to access this FTP site through any other means. Required
Login Password: Password corresponding to the "Login Name" entered above. Required
Confirm Password: Duplicate your password exactly. Required
Completed samples are shown here (for both tabs).

To add Account Information, enter the required information and click ADD. You must save after adding this information.
To save your FTP site as a device, you do not need to enter any information in the Access tab.
Enter the required device information (main screen and primary tab) and click SAVE. A successful registration brings you back to the “FTP Server Devices” screen, with a message saying that your device has been saved.

To edit your newly created device, please see the following section.

Edit or Delete an FTP Server Device

Select SYSTEM ADMIN > DEVICES > FTP SERVER > EDIT/DELETE.
You are brought to the “Search” screen. Criteria will automatically be included in this screen. Click Search. Select the device you would like to edit from the list displayed.
Edit: To edit a FTP server device, it must first be unmounted. Select the device and click Unmount. Click Save. Select the file server and click Edit Once you have finished your changes, click Save. Remount the edited file server, click Mount and finally, click Save.
Delete: To delete the FTP server device, it must be unmounted. Mark the checkbox of the server to be deleted and click Unmount . Select the device and click Delete. Click Save.

Note: If there are any conflicts that prevent you from deleting the device, they will be identified on the screen in red text; and all conflicts must be resolved before you can delete the device.