Target system configuration view: SFTP settings

Use these settings to configure the SFTP target system.

To access this view, select a Services node in the administration tree view, select Target system, select SFTP, and select Configuration.

The SFTP target system service uses secure file transfer protocol (SFTP) to transfer data securely and supports these encryption algorithms:

ssh-ed25519
ecdsa-sha2-nistp256
ecdsa-sha2-nistp384
ecdsa-sha2-nistp521
ssh-rsa
ssh-dss

The settings that appear here vary depending on the target system, version, and current account level. These settings specify settings for the target service:

Output image format	Determines the format of the output invoices. TIF – A black-and-white TIF image. PDF – If the original PDF is in color, the output PDF is also in color. Original text layers are preserved. If the original PDF does not contain text layers, Tungsten AP Essentials adds text layers from the interpreted data. PDF (black and white) – A black-and-white PDF. Original text layers are discarded and recreated using Tungsten AP Essentials interpretation results. Select this setting for the smallest file size. When Tungsten AP Essentials receives XML invoices, it creates invoice images that may contain color; however, the file size is still small. No image – Invoice images are not sent to the target system. Only invoice data is sent. If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected.
Consolidate output	When enabled, XML data for multiple documents is sent to the target system in a single XML file at regular intervals. Normally, Tungsten AP Essentials sends documents to the target system one at a time as soon as they are ready. When output is consolidated, however, documents are kept until the Interval in minutes has passed. Then, the XML data for all documents that are ready is sent to the target system together in one XML file. If you select to consolidate output, these settings are available: Interval in minutes – Specifies how often documents are sent to the target system. You cannot specify less than 5 minutes. Max number of documents in output – Specifies the maximum number of documents to include in each output file. If the number of documents available for sending exceeds the number you specify here, multiple files are sent until all currently available documents have been sent. Example Assume Interval in minutes is set to 15, Max number of documents in output is set to 20, and there are 100 documents ready to be sent to the target system. When the 15-minute interval is triggered, five XML files (each containing 20 documents) are sent to the target system simultaneously. When Consolidate output is enabled, you must use ReadSoft Online XML (2.0) as the XML version in the Document output settings below. You can combine this setting with the Zip files before sending setting to reduce the number of connections to the target system.
Embed image and exported attachments in XML output	Instead of including the invoice image and attachments as separate files, the images are embedded in the XML output as a Base64 string. This setting is disabled unless the XML version is Tungsten AP Essentials XML (2.0).
Export attachments	Any files that are attached to a document during verification or approval are also included with the output. This setting is disabled unless the XML version is Tungsten AP Essentials XML (2.0).
Export original email	Includes the original input email in the output. The actual, original email with all its attachments, which may also contain other invoices, is included in the output. In Tungsten AP Essentials XML (2.0), the name of the email file is included in the System fields list (XPath: Document/SystemFields/SystemField[Type='emailfilename']/Text).
Test	Checks whether the SFTP settings can connect correctly.
SFTP connection
Host name	The address of the target server.
TCP/IP port	The port used to access the server.
Remote path	The folder where you want to save files on the SFTP server.
User name	The login name of an account that has write permissions on the server.
Password	The password for User name. For security purposes, the number of hidden characters does not necessarily match the number of characters in the password.
SSH private key	Connects to the SFTP server using SSH key authentication. Paste the contents of the private key file (in PEM format) in the box.
SSH passphrase	The passphrase for SSH private key (optional).
Subfolder
Use dynamic subfolders	Determines whether subfolders are created based on a field value from the document (default: cleared). When selected, the Dynamic subfolder field setting appears, which specifies the XPath of the field that determines the name of the folder. Example This is useful if you want to group documents in folders by their supplier names. In this case, you specify the XPath of the supplier field (/Document/Invoice/Supplier/Name) in the Dynamic subfolder field box. Then, for every document that is exported, Tungsten AP Essentials will create a subfolder using the value from the supplier field. So documents from supplier "Abc" are saved in the "Abc" folder, and all documents from supplier "123" are saved in the "123" folder.
Document
Use TXT as output	Determines whether the output data is plain text or XML (default: cleared). When selected, the File extension setting appears. txt - Text – Appends output files with the TXT file extension. csv - Comma-separated values – Appends output files with the CSV file extension. Only the file extension is changed. You must ensure that the file contents are comma-separated when you edit your custom XML transformation.
Encoding	The encoding that you want to use when writing the XML document (UTF8, iso-8859-1, us-ascii, etc.). If you use an XSL transform to transform invoice data, the encoding of the XSLT file must match the encoding specified here.
XSL transformation	Specifies the name of the XSLT file used to transform invoice data (optional). This is a legacy setting and should not be used for new configurations. Instead, use the XSL transformation option in the Document output settings, as described later in this topic.
Split multi-TIFF	Splits multi-TIFF files into separate files. For example, if the invoice image is a multi-TIFF namedinvoice.tif and it contains three pages, each page is saved as a separate file in the following manner: invoice_001.tif invoice_002.tif and invoice_003.tif.
Use temporary name	Determines whether a temporary file name is used while files are transferring to the target-system server. true – Files have a "tmp" extension during the transfer. When the transfer is complete, the file name is changed to the correct extension, such as PDF, TIF, XML. false – Files are transferred to the target system without changing the file extensions.
Zip files before sending	Compresses all files to be transferred in a ZIP file.
PGP public key	Specifies your PGP public key, which must be in ASC or PUB format. If you specify a public key here, ZIP files are transferred via SFTP using PGP encryption. You must upload your public key to the Resources view to be able to select it here. To turn off PGP encryption, empty this setting. This setting is only visible if you select Zip files before sending.
Document output
XML version	The XML output version you use for the XSL transformation. Tungsten AP Essentials XML (2.0) is recommended.
XSL Transformation	Specifies the name of the XSLT file you want to use to transform invoice data (optional). The list is populated from files that have been uploaded to the Resources view.
Download sample	Prompts you to download an example XML file that you can use as a basis for your transformation.

When using Tungsten AP Essentials Connect and you change the target system configuration settings, run the AP Essentials Connect configuration wizard again before you upload new invoices.

If you have network restrictions on IP addresses, Tungsten AP Essentials uses these IP addresses to connect to your SFTP server:

Europe	40.112.91.53 40.112.94.248 40.112.94.169 40.112.92.166 191.235.217.28 191.235.220.16 191.235.220.26 191.235.209.127
US	23.101.181.124 23.101.185.142 23.101.181.66 23.101.185.75
Australia	104.210.88.111 104.210.93.195 104.210.92.223 104.210.88.61

If you use the SFTP server provided by Tungsten AP Essentials, your system needs access to this IP address: 176.34.252.165.