EBS: Configuring SFTP at the Account Level for Use With Everbridge Suite

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Topic

 EBS: Configuring SFTP at the Account Level for Use With Everbridge Suite.

Description

This document explains how to configure SFTP at the Account level.

Disclaimer: The examples presented in this document involve the use of a third-party tool, in this case WinSCP; however, it is important to note that Everbridge does not endorse any particular third-party tool. These examples are solely intended for conceptual purposes and are designed to be applicable regardless of the specific third-party tool chosen.

Before You Begin

  1. Download PuTTYgen Tool

Go to http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html

  1. Download Your SFTP Software

For example, to download WinSCP, go to http://winscp.net/eng/index.php

Overview

  1. Set up authentication:
    • Authenticate using a public key pair and add your public keys to Everbridge, or
    • Authenticate using a private key
  2. Review the details in Everbridge
  3. Set up the SFTP connection

Authentication Setup

To authenticate using a public key, see knowledge article EBS: Authenticating Using a Public Key for SFTP in Everbridge Suite.

To authenticate using a private key, see knowledge article EBS: Authenticating Using a Private Key for SFTP in Everbridge Suite.

Review the Details in Everbridge

You will use this information to set up the SFTP connection in the following steps.

  1. Log in to the Everbridge Manager Portal as an Account Administrator
  2. Select Settings > Security > Secure FTP

Take note of the Account ID and the SFTP Host Name (each account's ID is unique and your Host Name may be different than the one shown below) and whether the key is private or public.

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Set up the SFTP Connection

In this example WinSCP is being used to illustrate the concepts.

  1. Open WinSCP. This creates a session.
  2. In WinSCP, add the host name from your review, above, in the Host name section.
  3. Set the port to 22.
  4. Set the User Name to your Account ID from your review, above. (The password is not needed.)
  5. Select the Advanced drop-down option.

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  1. In either public or private key authentication methods, select Authentication, then navigate to the private key file and load it.

winscp2.png

  1. Click OK.
  2. On the home screen for WinSCP, choose Login.
  3. Transfer the desired CSV file to the appropriate target Everbridge SFTP folder. For information on the target SFTP folders, see knowledge article EBS: Target Destination Folders for SFTP Contact Upload Files. This information is also documented in the EBS: Account Administrator Guide and the EBS: Organization Administrator Guide.

NOTE: The file name cannot contain spaces.

 

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