Configure a Connection Profile

From the CData ribbon, click Get Data and select From SFTP connection/s to launch the CData Query window. To setup a new connection, you will have to click the New SFTP Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

The CData Excel Add-In for SFTP allows connecting to SFTP servers.

Connecting to an SFTP Server

SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost. SFTP uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

Connecting to Data

Set the following connection properties to control the relational view of the file system:

• RemotePath: Set this to the current working directory.
• TableDepth: Set this to control the depth of subfolders to report as views.
• FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.

Stored Procedures are available to download files, upload files, and send protocol commands. See Data Model for more on using SQL to interact with the server.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to SFTP you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with SFTP data, such as using the available CData Excel Functions.