Who should read this document?

Preferably a curriculum director, technology coordinator or the university’s programmer, who is able to:

• maintain or access course rosters
• access and upload student information
• download institution programmes, and set up data integrations (i.e. FTPS integration)
• download reports

Getting started

This guide provides step-by-step instructions on how to connect to BibliU's FTP server using Cyberduck to access reports. It will guide you through the process of entering the provided username and password to connect and access their folder on the BibliU FTP server, where you can download the required files/reports.

Step 1: Setting up an FTPS connection with BibliU

What you’ll need before you start:

1. An FTP client - this is a piece of software that allows your system to connect to the FTPS server.
   • A common choice is Cyberduck which works on both Windows and Mac OSX. It can be downloaded here: https://cyberduck.io/download/
2. FTP Login Details - BibliU will send you a unique username and password:
   • Example - username : exampleInstitution password : aHfsdhlkT6sd
3. BibliU’s FTP details - these are our specifications for how we set up an FTP integration.
   • Protocol: ftp-ssl (ftps) (preferred, secure) or ftp (fallback, not secure)
   • Server Address: sftp://files.bibliu.com
   • Port: 22

Configuring the FTPS

This uses Cyber Duck on MacOS for the purposes of explaining how to set up an FTPS connection. The steps will be broadly the same for a different operating system or a different FTP Client such as WinSCP.

1. Open Cyber Duck and click on the "Open Connection" button in the top left corner
2. Use the drop down to set the connection type to "SFTP"

3. Fill in the "Server" address as ftp.bibliu.com

4. Check the port number is 22

5. Enter the username and password sent to you by BibliU.

6. Click connect
7. You will be presented with a file browser of your folder on the BibliU FTPS server

Step 2: Accessing Reports

Follow the steps below to find or download the opt out activity reports from your FTP feed.

1. Select SFTP (SSH File Transfer Protocol) From the dropdown option
2. Fill in the "Server" address as ftp.bibliu.com
3. A new window will pop up. Check the port number is 22; enter the username and password sent to you by BibliU and click “Connect”
   
4. You will be presented with a file browser of your folder on the BibliU FTP server.
5. By following these instructions, you will be able to set up an FTPS connection and access the necessary reports from the BibliU server.