Using Built-in FTP Client

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EDI Exchange has a built-in FTP client. This utility allows you to drop-off and pick-up files from a trading partner that you have defined in the "Trading Partners" menu (see Setting up Trading Partners.)

Follow the instructions below to exchange EDI files with your Trading Partner.

1.To access the FTP client, select "FTP Client" under the "EDI Exchange" menu item.
 
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The "FTP Client" menu item
2.The following window will appear.
 
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The built-in FTP client
3.Click the "Connect to Trading Partner" button on the FTP client window.
 
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The "Connect to Trading Partner" button
4.The following screen opens.
 
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Selecting a Trading Partner for FTP transfer
5.Highlight the trading partner that you want to connect to.
6.Click on the "Upload" button to connect to the "Put" directory that you set up in the trading partner screen.
 
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The "Upload" button
 
Or click on the "Download" button to connect to the "Get" directory that you set up in the trading partner screen.
 
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The "Download" button

5. Once you have chosen a trading partner, the following fields will contain values derived from the trading partner's properties. You can change them manually if you need.

FTP server — IP Address or URL of the FTP server.
Username
Password
Directory — If you leave this value blank, the FTP root directory will be opened.
Secure FTP — If you enable this option, then you can select between implicit and explicit FTPs. See Setting up Trading Partners for an explanation of the two secure methods:
Explicit FTPS Connection
Implicit FTPS Connection

Note: You can also fill in the connection information manually. In this case, the entered credentials will not be saved once you close the FTP client window. Click on the "Connect" button to establish connection to the FTP server.
 
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4. Once connected, the content of the folder on the server is displayed. On the right side, you can browse your local PC.

5.To upload a file to the server, select the file on your local PC and click on the "Put" button.
 
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The file will appear in the remote folder. You will receive the "File <filename> successfully uploaded" message on the bottom status bar of the FTP client.
 
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6.To download a file from the server, select a file in the left side, and then click on the "Get" button.
 
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The file will appear in the local folder. You will receive the "File <filename> successfully downloaded" message on the bottom status bar of the FTP client.
 
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