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FTP User Instructions

Your administrator gives you an account that can upload files to one folder. Connect with an FTP client such as FileZilla, WinSCP, or Cyberduck.

Sign in​

Your administrator provides:

  • Server address
  • Port
  • Name (your username)
  • A password, a private key, or both

Password login uses the password the administrator set. They can require you to change it the first time you sign in. Public-key login uses the private key that matches a public key they saved on your account. Use SFTP.

Upload​

  • Upload into the folder your administrator assigned. You only have that group's folder.
  • Name files the way your administrator asked. A rule matches the full path, and a file that does not match is left in the folder and not imported.
  • After a file matches a rule and import starts, it is removed from the upload folder.

Handling files​

Treat every file as sensitive when it contains patient information. Follow your organization's rules for storing and sending it.

If you cannot connect​

  1. Update your FTP client.
  2. Check the server address, port, name, and password or private key.
  3. Confirm you are uploading to the folder you were given.
  4. Try another network if a firewall is blocking the connection.

If it still fails, contact your organization's administrator. They manage the account in CareLaunch.