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Perform the following steps after creating the FTP connection to transfer files to the FTP server using Sigma Studio:

1. Right-click the created FTP server connection and select the Create Data Source option.
   
   Refer Connectors - FTP for more information on creating a FTP connection.
   
   
   
   The Create Request page appears.
   
   
   
   
2. Enter a unique data source name in the Data Source Name field, e.g. FTP_DS.
   
   
   
   

3. Select the Put File option in Request Type to send the requested file to the FTP server.
   
   
   
   

4. Provide the appropriate file path on the FTP server to which the files need to be transferred to the server in the Relative Path on Server field.
   

   Note
   The Local File Path and File Name are optional fields. Both the Local File Path and File Name fields are not required to create a FTP DS, with the Put File Request Type. It is sufficient only if you provide the appropriate server path in the Relative Path on Server field. You can receive files of following formats from the FTP server: CSV XLS XLSX

   
   
   

5. Click Save to save the FTP data source.
   
   
   
   A success message for creating the data source appears as shown in the following screenshot:
   
   
   
   

   
   

6. Click Ok.

   Note

   In order to trigger the FTP service connection, the CT platform's server-side API, CT.ftp must be used while passing the ExecutionContext action in a Java Handler class. Refer the following sample code snippet for better understanding on the triggering process: Here, on the following sample code snippet a new ExecutionContext action is created within which a map (HashMap) is built. The FTP datasource ID is passed as the input to activate the connection request within which the CT.ftp API is passed to trigger the process. Code Block language js ExecutionContext ec = new ExecutionContext(); Map inputParams1 = new HashMap(); inputParams1.put("DATA_SRC_ID","FTP_DS"); // FTP_DS refers to the Datasource ID. ec.setInitialRequestData(inputParams1); try { CT.ftp(ec); } catch(Exception e){ }

   
   

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1. Right-click the newly created FTP data source (e.g. FTP_DS) and select the Customize DS for Client option.
   
   
   
   The Edit Datasource page appears.
   
   
   
   

2.  Click the Client lookup field and select the Corporate Client or Customer of your choice, e.g. HIGHSCORE.

   Note
   The Parent Data Source Id and Connection Name are non-editable fields.  icon is used to export the FTP data source in the SQL format, while  is used to delete the FTP data source.

   
   
   
   

3.  Provide a unique data source name in the Data Source Name field, e.g. HIGHSCORE FTP DS.
   
   1. Select the Put File option in Request Type to send the requested file to the FTP server.

   2. Provide the appropriate file path on the FTP server to which the files need to be transferred to the server in the Relative Path on Server field.

      Note
      The Local File Path and File Name are optional fields. Both the Local File Path and File Name fields are not required to create a FTP DS, with the Put File Request Type. It is sufficient only if you provide the appropriate server path, specific to the selected corporate client or customer, in the Relative Path on Server field.

      
      
      

4. Click Save to save the customized FTP data source for the selected HIGHSCORE client.
   
   
   
   A confirmation message, indicating a successful save of the customized FTP data source, appears.
   
   
   
   
5. Click Ok.

6. Access the Information Report screen and configure the report with the relevant and appropriate configurations, as shown in the following screen shot:

   Note
   For detailed information on creating reports, refer Configuring Reports.

   
   
   
   

7. Click the Additional Info tab.
   
   
   
   

8. Click the Publishers drop-down list and select the FTP option.

   Note
   By default, the Archival option has already been selected from the Publishers drop-down list. Do not deselect the Archival option from the Publishers drop-down list, as the Archival option facilitates the generation of the report in the Sigma Application.

   
   
   
   

9. Click the Publisher Data Source lookup field and select the relevant FTP data source, e.g. FTP_DS. 

   Note

   For making use of the the customized data source for a specific client, it is essential that the Parent FTP data source for the customized client data source should be aptly selected. The customized client FTP data source is HIGHSCORE FTP DS, whereas the Parent Data Source Id is FTP_DS. So, it is essential that the FTP_DS Parent Data Source is selected in the Publisher Data Source lookup field, while configuring a report in Sigma Studio.

   
   
   
   

10. Once the report is configured with essential attributes, click Save to save the report.
    
     
    
    

11. Access the relevant report, e.g. HIGHSCORE REPORT in the Sigma Application and click Run to generate the report.

    Note
    For detailed information on generating the reports in Sigma Application, refer Generating a Report in Sigma. Once the report gets generated, the generated report can be found in the relevant server path, which was specified as the relative server path, while configuring the FTP data source in Sigma Studio.

     
    
    
    

12. When the report generation status is displayed as Success, click the Download icon Image Modified to download the generated report.
    
    Image Modified
    
    The fetched data of the HIGHSCORE REPORT displayed in the PDF file, as shown in the following screen shot: