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Planview Customer Success Center

SFTP Server Connectivity

What's New

You can use the Data Warehouse Export feature to extract data to an SFTP Server.

How it Works

  1. In Data Warehouse Export, complete the fields in the Step 2 - Configure the Target Database Destination section:
    1. Database Type – select SFTP Server.
    2. Host – specify the IP Address
    3. Port – set to 22 by default
    4. Username
    5. Password
  2. Complete the fields in the Step 3 - Configure SFTP Destination:
    1. Directory Name
    2. File Type


A request for a Security / Firewall IP whitelisting exception must be submitted. Please contact your CSM or AE or submit a case and provide the SFTP Server IP Address details.