How to set up an SFTP connection

Azure SFTP using FileZilla

This document provides a guide on configuring an SFTP connection to the MetaCompliance SFTP storage area. The client used in this guide is FileZilla, but other SFTP clients can also be used.

Required Information

MetaCompliance restricts access to the storage area by using IP address filters. 

You will need to supply your Public IP or IP range to the Support team, who will then need to update the IP filters with your details before you can connect.

  • (See notes on public/private key pairs at the bottom of this document if you wish to use this option.)

Create a New Site

To create a new connection, follow the configuration options below:

  • Open the FileZilla client and select File, followed by Site Manager.
  • Create a new site using a naming convention of your choice.
  • Set the Protocol to SFTP- SSH File Transfer Protocol.

  • Enter the Host Name: transfersv2.metacompliance.com and 
  • Enter the Username provided by MetaCompliance Support.
  • Set the Port Number to 22.
  • Select the Logon Type ‘Key File’ and upload the .pem file provided by MetaCompliance Support.
  • Select Connect to access the storage account.

Transfer files

Once connected, you can then transfer files between your source directory/folder (left) and the MetaCompliance storage area (right) by dragging and dropping the files.

Notes

In the interests of security, MetaCompliance also supports the generation of a public/private key pair on the client (customer) side. 

In this instance, you generate a key pair and send only the public key to the MetaCompliance Support team. This will be added to your SFTP account for authentication.

To generate a key pair, we advise using OpenSSH with either of the following settings:

  • SSH protocol 2 (SSH-2) RSA (Rivest, Shamir, Adleman) with a minimum length of 2048 bits
  • ED25519 Keys with a fixed length of 256 bits

Although we recommend using SFTP with a public/private key pair, if you prefer to access the SFTP account programmatically using a username and password, this option can also be provided.

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