Using an SFTP Server to Deliver List Data to Terminus

Terminus can create and share an AWS S3 bucket to you via an SFTP connection. This method allows a team to directly upload the required files to a Terminus S3 bucket utilizing an FTP client supported by AWS.

Contents

• Requirements
• Generate SSH Key Pair
• How to Connect to the SFTP

Requirements

• AWS Supports the following FTP Clients. You will need access to at least one of them. Please choose an option which works best with the OS of your computer:
• OpenSSH (Macintosh and Linux). Comes default installed on Mac 
• WinSCP (Microsoft Windows only) Download here: https://winscp.net/eng/index.php
• Cyberduck (Windows, Macintosh, and Linux) Download here: https://cyberduck.io/ 
• FileZilla (Windows, Macintosh, and Linux) Download here: https://filezilla-project.org/
• Public OpenSSH Key that will be used to securely transfer the data. If you have an existing key pair, please send the public key to your Terminus Onboarding team or Platform Support. If you do not have an existing key pair, you can generate a pair by following the “Generate SSH Key Pair” section below.
• Access to the .CSV file to be shared with Terminus

Generate SSH Key Pair

1. Search for and open a command/terminal prompt on your machine.
2. In the prompt window, change directories to your Home directory using one of the commands below.
   • Microsoft PC (with your actual username):  cd C:\Users\YourUsername
   • Mac:  cd ~
3. Make a new directory, specifically for ssh-keys:  mkdir .ssh_keys
4. Change directories to the new folder:  cd .ssh_keys
5. Generate the SSH key pair using your first name and last name in the quotes at the end:
   ssh-keygen -t rsa -b 4096 -f terminus_sftp -C "first.last"
   • You are not required to have a password when prompted. To bypass this, simply hit ENTER on your keyboard (twice).
6. Start/Open the directory to view the new files.
   • Microsoft PC:  start .
   • Mac:  open .

From here, you should be able to view the two ssh key files - one is the private key (i.e., with no suffix) and the other is the public key (i.e., the file ending in “.pub”).

• If you are currently onboarding as a Terminus customer, email your Terminus Onboarding team the new .pub file that you generated as an email attachment.
• Else, if you are an existing customer fully onboarded, then submit a request at the Terminus Help Center with the new .pub file attached to have it added to the SFTP.

NOTE:  Do not share the private key file with anyone. Treat that file like you would a password.

Please wait for the Terminus team to confirm your SSH key has been added to the SFTP before proceeding to the next set of instructions.

How to Connect to the SFTP

All the SFTP Methods listed are outlined here by Amazon. In this example, we will show how FileZilla is leveraged.

1.  Open up the FileZilla application and navigate to the Site Manager (Command + S) or (File -> Site Manager).

2.  A new window should open up and give you the option to add a connection with the  “New Site” button. Fill in the details for the site like the example below.

• Protocol:  SFTP
• Port:  22
• Logon Type:  (SSH) Key File

The Host (aka Server or Endpoint) and User(name) values will be provided by your Onboarding team. Lastly, the key file will be the private SSH key file that you generated in the “Generate SSH Key Pair” instructions. By clicking “Browse…” you can lookup this file in your computer’s system.

3.  Once all the details are filled out, you can click the “Connect” button at the bottom of the window.

4.  You should see a successful connection message at the top of your screen in the “Status” section of the FileZilla application. Once you are successfully connected, you can drag and drop the correct files from your local computer to the S3 bucket that you’ve successfully connected to. At this point, Terminus will take the data files and import them into Data Studio.