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KFS MFT/SFTP Instructions To Upload and Download Files

KFS MFT/SFTP Instructions To Upload and Download Files

OIT has migrated to the use of a Managed File Transfer (MFT) server for transmission of files between Feeder Systems and KFS.  The legacy SFTP server is still being used for Feeder Systems already established using SFTP and which lack the resources to migrate to the MFT.  Both MFT and SFTP function in similar fashion and SFTP clients can be used on both servers to upload or download files. 

Transmission Servers

MFT Production: xfer.oit.uci.edu

MFT Development: xfer-dev.oit.uci.edu

Legacy SFTP Production: xfer.adcom.uci.edu

Legacy SFTP Development: xfer-test.adcom.uci.edu

MFT Instruction Doccumentation For Transferring Files

Review the documentation page for detail instructions of how to set up and and use the /wiki/spaces/OITEIS/pages/14069210.  For MFT, the KFS system account (kfsoper) needs to have both read and write access to the directories that you share with KFS.  Our scripts will be downloading and then deleting the files from MFT and lastly uploading the original file renamed with the .staged extension to notify your system that the file was downloaded successfully.  Files which have been renamed with the .staged extension will be deleted from MFT after a month by KFS.

Legacy SFTP XFER Logon ID For Transferring Files

Your system or department must have a logon id to the OIT SFTP server used by KFS in order to upload and download files.  This SFTP server is named xfer.adcom.uci.edu for Production and xfer-test.adcom.uci.edu for Development.  You can find your system or department and the xfer logon id on the page KFS Origin Code Mapping from FS Sub System ID. If your system or department is not found, you may make a request by sending an email to kfs-developers@uci.edu.

Requirements

  • The Accounting office must approve of all file feeds to KFS before such files are sent to the production environment.  Please contact Accounting and include them in the verification of your data uploads as part of the process.

Recommended SFTP Tools

Legacy SFTP - Create Private And Public Keys For Your XFER Logon ID

If you are using the PuTTY package, it comes with a tool called PuTTYgen (PuTTY Key Generator).

  • Run PuTTYgen
  • Parameters SSH-2 RSA and number of bits 1024 should be sufficient, these are the default parameters.
  • Click on the Generate button to create a public/private key pair and move your mouse as instructed in the blank area of the window.
  • Edit the Key comment field by adding your xfer logon id at the beginning for example: kfsucop-rsa-key-20121120.  This will helps us identify your key.
  • If you plan to automate the file transfer do NOT enter a Key passphrase, otherwise you will be prompted for the passphrase every time you try to connect.
  • Click on the Save the public key button.  Save it in a secure area.
  • Click on the Save the private key button.  Save it in a secure area.
  • IMPORTANT: Only if you will be connecting from a Solaris Unix server, you will need to convert your private key to OpenSSH.  Do this through PuTTYgen by: Go to Conversions->Export OpenSSH and export your private key.
  • From the display you will see the public key displayed in the Public key for pasting into OpenSSH.  Copy the public key displayed into your clipboard by selecting it.
  • Provide the public key to OIT via email (mpsevill@uci.edu, bccraft@uci.edu, mangrich@uci.edu) by pasting the public key in the body of the email.   Let us know your xfer logon id and that this is the key to use for KFS upload and download files in XFER.
  • Keep the private key in a safe place and do not share it.
  • Below is an example of how it should look.

Legacy SFTP - Using SFTP To Connect To xfer.adcom.uci.edu or xfer-test.adcom.uci.edu

This is how you would connect to XFER using WinSCP as your client.  Your public key must have been installed by the XFER systems administrators to be able to connect.

  • Run WinSCP
  • Click on New to create a new profile.
  • Enter Host name as xfer.adcom.uci.edu
  • Enter User name as your xfer logon id.
  • Enter the location of your private key.
  • Set File Protocol as SFTP.

  • Click Save.

  • Test your connection by clicking on the Login button.
  • Once connected you should see something similar to the screenshot below.  You should be able to transfer your files.


File Naming Conventions for MFT and SFTP

  • For MFT place files being sent to KFS in the (SYSTEM_NAME)ToKFS directory, the KFSTo(SYSTEM_NAME) directory will contain any files sent from KFS to your system.  SYSTEM_NAME refers to the name of your system as established during for set up, for example: SISToKFS, UCPathToKFS.  See the MFT documention for furter details.
  • For SFTP place files being sent to KFS in the upload directory, the download directory will contain any files sent from KFS to your system.
  • The file name must start with the file type to correctly identify it (kfsgl_, kfspdp_, kfschk_, fs_, pal_) followed by the xfer logon id or system name (kfsac, kfssb, SIS, UCPath, etc.)
  • File names are case sensitive, it is very important for the file extension and also the identifier at the beginning to be in lowercase.
  • Make sure to end the file names with a timestamp before the extension. 
    • For example kfsgl_20121130161901.xml (for Collector XML file) or kfsgl_20121130161901.data (Collector flat file), the timestamp in this case is November 30th, 2012 4:19:01 pm. 
    • The reason this is being required as opposed to using a static file name is because in KFS you can upload multiple files and this way you do not overwrite an existing file that has not been processed.  KFS will process the multiple files together.  
    • Once a file is moved from XFER to the KFS staging area it will be renamed with a .staged file extension.  These files will be removed from the server around once a month.

      File PurposeMFT DirectoryLegacy SFTP DirectoryNaming ConventionExample
      GL Collector XML Feed(SYSTEM_NAME)ToKFSuploadkfsgl_LOGONID_YYYYMMDDHHMMSS.xmlkfsgl_kfssb_20121130161901.xml (for Collector XML file)
      GL Collector Flat File Feed(SYSTEM_NAME)ToKFSuploadkfsgl_LOGONID_YYYYMMDDHHMMSS.datakfsgl_kfssb_20121130161901.data (Collector flat file)
      PDP Payment XML Feed(SYSTEM_NAME)ToKFSuploadkfspdp_LOGONID_YYYYMMDDHHMMSS.xmlkfspdp_kfssb_20121130161901.xml
      PDP Check Cancellation(SYSTEM_NAME)ToKFSuploadkfschkcancel_LOGONID_YYYYMMDDHHMMSS.datakfschkcancel_kfssb_20121130161901.data
      FS Legacy GL Flat FileNot Being Useduploadfs_LOGONID_YYYYMMDDHHMMSS.datfs_kfssb_20131130161901.dat
      PAL Legacy Payment Flat FileNot Being Useduploadpal_LOGONID_YYYYMMDDHHMMSS.datpal_kfssb_20131130161901.dat
      Electronic InvoicesNot Being Useduploadkfsinv_LOGONID_VENDOR_YYYYMMDDHHMMSS.xmlkfsinv_kfsei_NewEngland_62_20121130161901.xml
      Payroll Budget Costing File*Not Being Usedupload/budgetbiweekly_YYYYMMDD_POPULATION_costtran
      monthly_YYYYMMDD_POPULATION_costtran
      biweekly_20140511_exsx_costtran
      monthly_20140511_exsx_costtran
      Disbursement Voucher FileNot Being Useduploadkfsdv_LOGONID_YYYYMDDHHMMSS.csvkfsdv_kfsme_20151118093812.csv
      PDP Check Feedback Flat FileKFSTo(SYSTEM_NAME)downloadkfschk_LOGONID_YYYYMMDDHHMMSS.datkfschk_kfssb_20131130161901.dat
      Check File*Not Being Useddownloadpdp_check_YYYYMMDD_HHMMSS.xmlpdp_check_20131130_161901.xml
      ACH File*Not Being Useddownloadpdp_ach_YYYYMMDD_HHMMSS.xmlpdp_check_20131130_161901.xml
      Vendor File - outgoingNot Being Useddownloadkfskvo_LOGONID_YYYYMMDDHHMMSS.datkfskvo_kfsmc_20131130161901.dat
      Vendor File - incomingNot Being Useduploadkfsvendor_LOGONID_YYYYMMDDHHMMSSS.datakfsvendor_kfsaprk_201705151434123.data
      PDP Payment Load Summary*KFSTo(SYSTEM_NAME)downloadpaymentLoadSummary_LOGONID_ENV_kfspdp_LOGONID_YYYYMMDDHHMMSS.xmlpaymentLoadSummary_kfssb_int_kfspdp_kfssb_20140415140758.xml
      EDD File*Not Being Useddownloadde542_YYYYMMDDHHMMSS_ENV.txt.ascde542_20140716200022_prd.txt.asc
      1042s File*Not Being UseddownloadNRApaymentExtract_YYYYMMDD-HH-MM-SS_ENV.csv.ascNRApaymentExtract_20140101-20141231_prd.csv.asc

      *Internal files

Sample SFTP Unix Shell Script

#!/bin/sh
##############################################################################
# By: Developer's Name
# Date: 12/06/2012
# Purpose: Connects to XFER
##############################################################################
source_host="kfsuser@xfer.adcom.uci.edu"
batchfile="sftp_xfer_commands.bat"
cd `dirname $0`
echo "SFTP into kfsuser"
/usr/bin/sftp -oIdentityFile=~/.ssh/kfsuser_private_key -b ${batchfile} ${source_host}

Note: sftp_xfer_command.bat would have the commands to upload or download files.

cd upload
put fs_kfssb_20131130161901.dat
bye