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 be used.

Required Information

MetaCompliance restricts access to the storage area by utilising 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 ‘IPs’ before you can connect.

  • (See notes on public/private keys pairs at the bottom of this document, as you may wish to avail of this option.)

Create a new ‘site’

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

  • Open the FileZilla client; select File, followed by Site Manager.

  • Create a new site with a naming convention of your choice.

  • Select the Protocol as SFTP- SSH File Transfer Protocol.

  • Input the host name, i.e. transfersv2.metacompliance.com and username as provided by MetaCompliance Support.

  • Input ‘22’ as the port number.

  • 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 may generate a key pair and send the public key only to the MetaCompliance Support team. This will be added to your SFTP account for authentication.

To generate a key pair, we advise to use 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 advise to use SFTP with a public private key pair, if you wish to access the SFTP account programmatically with a username and password, this can also be provided.

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