FTP Export

This property is required.

• Use a Path Expression to dynamically generate subfolder paths and filenames based on document data.
• If the generated path ends with a path separator (/ or \\), it is interpreted as a subfolder path only, and a default filename is used.
• If the path does not end with a separator, the last segment is used as the filename (without extension).
• File extensions are automatically appended based on the export format.
• If not set, files are saved to the root of the 'Target Folder' using a default filename.

Example:

• Expression: $\"{CustomerName}/{InvoiceDate:yyyy}/{InvoiceNumber}\"
  Result: AcmeCorp/2024/INV-12345.pdf

• Add one or more Export Format objects to control the file type(s) and extensions for exported documents.
• Each format results in a separate file with the same base name and location, but a different extension.
• To customize the export format for a specific Content Type, use an Export Behavior on that type.

Example:
Add both "PDF" and "TIFF" formats to export each document as both a PDF and a TIFF file.

The 'Link Name' property determines the label assigned to the Content Link created during export.

• This name is used to identify the exported content link on the Batch Folder or document.
• If not set, a default value such as "Export" is typically used.
• You can use different link names to distinguish between multiple export destinations or export runs.
• The link name appears in the Grooper UI and can be referenced in downstream activities or scripts.

Example:

• Set 'Link Name' to "CMIS Export" to clearly indicate that the link references a CMIS Repository export.
• Use different names like "Archive Export" or "Cloud Export" if exporting to multiple systems.

<em>Tip: Use a descriptive link name to make it easier for users and automation to identify the correct exported content, especially when multiple links are present on a Batch Folder.</em>

• Enter the DNS name or IP address of the FTP server to connect to.
• This is required for establishing a connection to the FTP server.

Example:
ftp.example.com or 192.168.1.100

• When enabled, the FTP export will use SSL/TLS (FTPS) to encrypt the connection to the server, providing secure transmission of credentials and file data.
• Enable this option if your FTP server requires or supports FTPS (FTP Secure).
• If disabled, the connection will use standard, unencrypted FTP.
• Not all FTP servers support SSL/TLS; verify compatibility with your server administrator.
• Some firewalls or network appliances may require additional configuration to allow FTPS connections.
• For maximum security, use SSL/TLS whenever sensitive data or credentials are transmitted.

• Enter the account name required by the FTP server for authentication.
• For Basic Authentication, provide the user's account name as configured on the FTP server.
• For Anonymous Authentication, enter "anonymous" (some servers may require an email address as the password).
• The user account must have sufficient permissions to write to the target directory.
• Consult your FTP server administrator for the correct user name and required permissions.

• Enter the password for the specified user account.
• For Basic Authentication, provide the user's password as configured on the FTP server.
• For Anonymous Authentication, some servers require an email address as the password.
• The password is stored securely and is not displayed in the user interface.
• Follow security best practices for password complexity and management.