A Partner Mailbox Endpoint allows CIC to act as an FTP or SFTP server. Your trading partners can connect to a Partner Mailbox as an FTP or SFTP client or as a Cleo Portal client. See Connecting to a Partner Mailbox.
A Partner Mailbox Endpoint can be used in multiple Data Flows, but it depends on whether it is a source or destination endpoint and the mailbox folder you choose. If used as a source endpoint, a folder with Upload permissions can only be used once. If used as a target endpoint, a folder with Download permissions can be used more than once. See Using Mailbox Folders for more details.
Partner Mailbox attributes
The Partner Mailbox Endpoint has the following attributes:
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Allowed Connections |
Select one or all of the following: FTP, SFTP, and Cleo Portal. If you select FTP, you can also choose to require a secure connection. See Connecting to a Partner Mailbox for more information. |
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Allowed File Types |
Restrict what kinds of files are permitted to be processed by this Endpoint. Choose from the following:
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Authentication Type |
This section is displayed whenever you select SFTP in the Allowed Connections section. Choose from the following:
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Username | Required. Specify the username to be used with the password below for authentication when you log in to the Cleo Portal to upload and download from this partner mailbox. | ||||||||||||||||||||||||||||||||||||
Password Confirm Password |
Required. Specify the password to be used with the username for authentication. Passwords must be at least 8 characters long and include:
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Key Authentication |
Specify one or more keys to be used for authentication. CIC supports multiple authentication keys. To specify multiple keys, paste the keys into the Key Authentication text area each on separate lines. The user can authenticate using any one of the keys specified. The following keys are supported in the OpenSSH format:
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Optional. Specify the email address where you want to receive password reset requests. | |||||||||||||||||||||||||||||||||||||
Mailbox Folders | This tab allows you to configure folders from which you can send and receive files. See Using Mailbox Folders for details about how to configure folders. | ||||||||||||||||||||||||||||||||||||
OpenPGP |
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Advanced |
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Connecting to a Partner Mailbox
Once you have configured a Partner Mailbox, you can access it via FTP, FTPS, SFTP, and the Cleo Portal. Connection information is generated when Cleo configures your system for you. It is possible for you to have multiple subdomains configured. Contact your system administrator for more information about your specific configuration.
Your connection information is displayed on the Partner Mailbox Endpoint page.
Using Mailbox Folders
By default, CIC provides two folders to use with your Partner Mailbox, Upload and Download, within your "home" folder. This section describes adding folders (directly under your home folder) and subfolders (under a folder other than home), deleting folders, editing folders, and some considerations for using folders in Data Flows.
Adding Folders and Subfolders
To add a folder directly under the home folder:
- Without an existing folder selected, click the Add Folder button.
- Give the folder a name, select permissions (see Understanding Folder Permissions), and click Add.
- The new folder is added to your list of Mailbox Folders.
To add a subfolder:
- Select the folder you want to contain the subfolder and click the Add Folder button.
- Give the folder a name, select permissions (see Understanding Folder Permissions), and click Add.
- A subfolder is added in the selected folder.
Deleting Folders
Select a folder and click the Delete Folder button.
When you delete a folder that contains subfolders, CIC deletes the folder and its subfolders.
If the folder you select to delete has download permissions and there is data in that folder, you must choose whether to move data to another folder or archive the data.
When you delete a folder and then save the Endpoint, CIC displays this warning and provides an opportunity to confirm the operation:
Renaming Folders and Editing User Permissions
Select a folder, click the Edit Folder button, and edit folder properties as necessary. See Understanding Folder Permissions for details.
When you attempt to change permissions for a folder with Download permissions that contains data, you must choose whether to move the data to another folder or archive the data.
Understanding Folder Permissions
Folder permissions affect how they can be used in a Data Flow. Folders can have any of the following permissions.
Permission | Description |
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View | Folder cannot be used in a Data Flow. However, subfolders with other permissions still can be added as a subfolder. |
Download Only | Folder is only available when the Endpoint is a destination for a Data Flow. When used in a target endpoint, a folder with Download Only permissions can be used more than once. |
Upload Only |
Folder is only available when the Endpoint is a source for a Data Flow. When used in a source endpoint, a folder with Upload Only permissions can only be used once. |
Download & Upload |
Folder is available as either a source or destination for a Data Flow. |
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