SFTP Account Setup
11 min
introduction envisso technology provides merchant risk management solutions to payment service provider we do this by integrating our solution with our clients using a secure data environment that guarantees controlled access to systems, processes and personnel using industry standard security principles and control procedures overview of security controls secure file transfer follows industry standard security processes and uses encryption both at rest and in transit audit trails are enabled to track authentication, authorisation and usage of file transfers into the system data entitlement we follow the principle of least privilege which is realised by defining role hierarchies where each role segregates what data is entitled to a user envisso network environment the envisso platform is a cloud native solution which utilises the elastic nature of the cloud to scale out as our clients demands increase diagram 1 below diagram illustrates the network interaction between our clients and the kinetic platform data sharing protocol envisso technology uses industry standard solutions used by large financial institutions to ensure security and reliability of the data we support sftp (secure file transfer protocol) as the mechanism to receive data into our platform in order for a client to send data using our sftp servers, we need to set up an account for our clients on our sftp server there are 4 steps to set up this process 1\) setup public key sftp uses a secure connection protocol using a public key cryptography mechanism to secure the channel in order for you to use this mechanism you will first need to set up a public/private key pair for your account below are instructions on how to do this using ssh keygen utility generate an rsa or ed25519 based key pair for an rsa key use ssh keygen t rsa b 4096 c “your email\@example com” for an ed25519 key use ssh keygen t ed25519 c "your email\@example com" once this key pair is generated, please share your public key with envisso the private key needs to be retained on the machine connecting to envisso's sftp account 2\) send public key & ip address(es) once the key pair has been generated, please share the following with envisso by emailing support\@envisso com public key ip address(es), the system will be using to connect to the envisso sftp account 3\) receive credentials (username) envisso support team will respond to the email containing public key & ip address(es) within 1 business days the response email will contain your username for accessing the envisso sftp server 4 ) connection to our server once your public key has been added into envisso's system, you can access the sftp using the following credentials username sent via email host / server sftp kinetictechnology com port 22 (default) based on your network policies, you might need to whitelist the following ips on your sftp server 3 1 250 93 18 136 139 249 setting up a pipeline automated data upload using a scheduler setup a periodic job to upload the file using a sftp utility, example of a setup is as follows scheduler cron or autosys transfer utility sftp on linux manual data upload connect to the server using a sftp client, a few examples are filezilla on windows sftp on linux and cyberduck sftp on mac you should specify the private key you generated in the previous step while trying to connect troubleshooting if you are facing issues, please follow the preliminary checklist outlined below verify your public facing ip address(es) match the one(s) shared with envisso verify you / the system is using the right private key and the right algorithm (rsa 4096 or ed25519) verify you are using the username shared by kinetic over email while initiating the connection in case you are still facing issues, please reach out to the account representative or send an email to support\@envisso com support\@envisso com