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Uploading XML Documents via FTP

Most customers upload the XML documents to the CloudStreet Portal server via FTP. Your Blue Prairie account representative will provide you with the ftp URL along with a username and password to use for your FTP client. The FTP account will be configured to log you into a directory called bpi_edoc_exchange. Within this directory, you will find three subdirectories:

Directory Purpose  
csp_in The location where you will send inbound XML documents. The import function sweeps this directory looking for xml documents to import.  
csp_processed After successfully imported, inbound XML documents will be moved from csp_in to csp_processed  
csp_error After a failed import, the failed XML document will be moved from csp_in to csp_error  
csp_notifications Cloudstreet portal will write xml files to this directory as a way to notify you of significant events that occur on the portal. It is your job to poll this directory and to retrieve and remove the notification messages. See the administrative section of the help for more information about the kinds of notifications that Cloudstreet Portal may send.  

 

General Process

  1. Connect to the FTP server using the credentials given to you by your CloudStreet Portal account representative
  2. change directory (cd) to csp_in
  3. put/mput your XML files to the directory
  4. disconnect and exit the ftp client
  5. Choose "Import Documents" from the web site menu

Maintenance

You will want to periodically check the csp_processed directory and purge it. If you wish to have the system purge the directory automatically, please notify your CloudStreet Portal Administrator

You will want to periodically check the csp_error directory. If you find error documents, you should download them and check them for validity

Checking Error Documents for Validity

Errors during import can be attributed to a variety of causes:

  1. A error in the XML format
  2. Trying to Import a document for a division that has not been defined in the Divisions table
  3. Trying to import a document type that has not been defined in the Document_Types table

Note that a document type must be defined within each division. If you define a division but you do not define the document type within that division, the import process will fail with an error for that document.

Filezilla

FileZilla is a free open source ftp client. It can be used to provide basic connectivity to your ftp directory on your site, to navigate the subdirectories and to perform basic uploads, downloads and navigation. You can obtain Filezilla at https://filezilla-project.org/

Once you have downloaded and have installd FileZilla on your device, you may start it up and configure a connection to your CloudStreet Portal site. The hostname for the FTP connection will be your CloudStreet Portal domain (e.g., example.cloudstreetportal.com. Following the same example, your ftp user name will be This email address is being protected from spambots. You need JavaScript enabled to view it.. Of course, you will replace "example" with the name that is correct for your cloudstreet portal domain name.

  1. Download and install FileZilla from a trusted source
  2. Run FileZilla.
  3. Choose "New Site" and you will see a page like this:
  4. filezilla
  5. Choose "new site" and
    1. In the "host" field, put your CloudStreet Portal domain name (e.g., example.cloudstreetportal.com)
    2. In the "Protocol" field, select FTP
    3. In the "Encryption" field choose "Use Explicit FTP over TLS if available"
    4. In the "Logon Type" field choose "Normal"
    5. In the "User" field use the user name given to you by your CloudStreet Portal representative (e.g., This email address is being protected from spambots. You need JavaScript enabled to view it.)
    6. In the "Password" field use the password givent to you by your CloudStreet Portal representative
  6. Press OK to save the configuration
  7. Select "New Site" on the left panel then press "Rename" and give the site a meaningful name such as example.cloudstreetportal.com
  8. Press 'Connect' to test the connection
  9. A page like this will be displayed:

Filezilla connected

Now you can navigate the directories in the right panel, upload and download documents to the directories and perform routine maintenance tasks. Once you have this connection working, you can configure the FTP client on your FTP server to automatically download XML documents directly to your CloudStreet Portal server.

How do I know I have errors?

You must check the csp_errors directory. You may use an FTP client such as FileZilla then navigate into the csp_errors directory to examine the content of the directory.