Who should read this document?

Preferably a technology coordinator or curriculum director at either the school or district level, who is able to:

• maintain or access course rosters
• access and upload student information

• download institution programmes, and set up data integrations (i.e. FTP integration)

   

Step 1: Preparation

What you’ll need before you start:

• An SFTP client - this is a piece of software that allows your system to connect to the SFTP server.

  • A common choice is WinSCP which works on Windows. It can be downloaded here: https://winscp.net/eng/download.php
     

    

• Create a folder containing binary files of WinSCP  e.g. C:\Apps\WinSCP
   
• SFTP Login Details - BibliU will send you through a unique username and password via an encrypted link
   

Step 2: Setting up the SFTP connection with BibliU

1. Open WinSCP and click on the Open Connection button
2. Use the drop down to set the connection protocol to SFTP and make it secure activating TLS/SSL Encryption.
3. Fill in the Server address as sftp://files.bibliu.com
4. Check the Port number is 22 
5. Enter the username and password sent to you
    

6. Click Connect and you should be presented with a file browser of your folder on the BibliU SFTP server to upload your data.

Prepare script to run FTPS transfer

2 scripts will need to be created that will help to automate file transfer with WinSCP:

1. ftpscript.txt - list of commands for WinSCP to execute

C:\\Apps\\WinSCP\\winscp.com /script=C:\\Data\\Scripts\\ftpscript.txt

In ftpscript.txt, line open name-of-the-connection-on-winscp indicates the connection name that was created on the first step.
 

2. ftprun.cmd - file responsible for starting WinSCP commands

option batch continue
option confirm off
open ftpes://user:pass@ftp.bibliu.com/
lcd C:\local\ftp\folder
cd /enrollment/
put localfile.csv
exit

Now that you have your batch script setup, we can automate with the windows task scheduler.

1. In Windows, Open Start.

2. Search for Task Scheduler and click the top result to open the app.

   

3. Right-click the "Task Scheduler Library" branch and select the New Folder option.

4. Confirm a name for the folder — for example, BibliUAutomation note: You don't need to create a folder, but keeping the system and your tasks separate is recommended.

   

5. Click the OK button.
6. Expand the "Task Scheduler Library" branch.

7. Right-click the folder that you created.

   

8. Select the Create Basic Task option.

9. Fill out the name and a schedule which best fits your University’s data schedule!

   

10. Select “Start a Program”

    

11. Find the script that we created above.

    

    

12. Finish!