Remote Server Configuration requires admin-level privileges.  To view or edit information on remote servers, such as an archive server, click on Configure remote servers. The application displays the Remote Server Setup screen.

The application displays the remote server name, description, type, protocol, path and icons for available actions.

To return to the Config tab without taking any actions, click on Configuration at the top of the screen.  To add, edit, delete, or accept a remote server, click on the corresponding icon.

Add Remote Server

To add a remote FTP server for auto-transfer options, click the New Remote Server button.  The Add Remote Server screen is displayed.

• Server Type – choose a server type, e.g. Archive, Connect, CCMS, Content.
• Server Protocol – choose between SMB, FTP, SFTP and IAS3 (for Internet Archive) protocols.
• Name – Type a short, descriptive name for the remote server.
• Description – Enter a longer description about the remote server that will distinguish it from the others at your installation.
• Type – Select the type of server this is, typically FTP or SFTP.
• Host – Enter the host for the remote server, typically localhost.
• Fetch Window – enter the number of days beyond which you do not require the server to import content.
• Credentials – Normal.
• Username – The name you will use to connect to the remote server.  This must be a valid username from your User Management list.
• Password – The password you will use to connect to the remote server.
• Password Confirm – Type the password again to make sure you have not made a mistake.
• For an Archive server, additional fields will appear at the bottom of the form:
  • “Workgroup” (Optional)
  • “Share Name” and “Destination Directory” (for SMB)
  • “Destination Directory” and an “Active Mode” checkbox (for FTP)

When you have finished, click Add to add the server to the list or Cancel to exit without adding the server.  You are returned to the Remote Server Setup screen.

Edit Remote Server

To edit the settings for a remote server, click on the Edit icon  in the Action column.  The Edit Remote Server screen is displayed.  Edit the fields as you would when adding a remote server.  Destination Directory can be edited here. When you have finished, click Save to save any changes or Cancel to exit the screen without making any changes.  You are returned to the Remote Server Setup screen.

Test Remote Server

To test a remote server, click the Test icon .  The system uses the username and password for this remote server to attempt to access it, and responds with a message saying whether it was successful.

Delete Remote Server

To delete a remote server, click the Delete icon.  The application asks you to confirm that you want to delete the remote server.  Click Yes/OK to delete it or No/Cancel to return to the Remote Server Setup screen without deleting the server.