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Planview Customer Success Center

SFTP Server Connectivity

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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

    SFTP_Server_Connectivity.PNG

Important
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.