This document describes the basic setup for the SFTP data source.
To configure this data source:
-
If necessary, whitelist Panoply. To allow Panoply to access your data, see Whitelisting.
-
Click Data Sources in the navigation menu.
-
Click the Add Data Source button.
-
Search for SFTP and select it.
-
Enter the IP address or hostname of your SFTP server.
-
(Optional) Enter your username and password.
-
(Optional) Click Choose File to add your Private Key.
-
(Optional) Enter a Path Pattern. The Path Pattern is one way to direct Panoply to the files desired. Wildcard characters are supported.
-
(Optional) Click the checkbox to collect all files or select the files to collect.
-
Destination: Users must enter the name for their table in Panoply.
-
Click Save Changes and then click Collect.
- The data source appears grayed out while the collection runs.
- You may add additional data sources while this collection runs.
- You can monitor this collection from the Jobs page or the Data Sources page.
- After a successful collection, navigate to the Tables page to review the data results.
This is all that is necessary to start collecting your data by SFTP, however there are a number of Advanced Settings you can use to customize your data source. We do not recommend changing Advanced Settings unless you are an experienced Panoply user.