Setup Serv-U FTP/SFTP to automatically download/Upload on Scheduled Tasks

ISSUE: All files are synced to the cloud, and depending upon EULA may be under ownership of the cloud provider.

PURPOSE: Turning File and Folder sync from a Cloud solution to an On-Premise solution.

Extra Credit Security Steps: Once setup configure logging and utilize LEM for Access logging.

Phases

1. Setup Site Profile in FTP Voyager
   1. Create Local and remote sync folder
   3. Obtain directories
2. Publish to Scheduler
3. Create Task to download from Server to Client
4. Create Task to Upload changes from Client to Server
5. Test the 2 Tasks.

Setup Site Profile in FTP Voyager.

Add the FTP/SFTP Site.

1. Start> Programs> FTP Voyager> FTP Voyager
2. If this is the first loading time, the wizard will start.
   • Otherwise under the Browser tab at the top, select New Site Wizard
3. Enter in the IP or Hostname, connection type and Port
4. Enter in Username and password that will be used for scheduled tasks.
5. Select Open a Local and Remote Window.
   • Select the local Serv-U Sync Directory (you can create it now and then select the folder to proceed; example is Serv-U_SyncLocal)
6. Enter in a Site Profile Nickname (used to find the profile by this name)
7. Keep the selection, Connect to this site now, and select Finish.
8. The Left window will show the Local share, and the right Window will be the FTP/SFTP Server.
9. On the FTP/SFTP Server create a new folder. (example will be Serv-U_SyncRemote)
10. Double click to go into the folder
    • At the top you can select the address bar for the directory

Publish the Site to Task Scheduler

1. If FTP Voyager is not already running; go into Start> Programs> FTP Voyager> FTP Voyager
2. In Serv-U Voyager Application; at the top under Browser select Site Profiles
3. Right Click on the FTP/SFTP Server you wish to use to scheduler, select Publish to Scheduler.

Setup Automated tasks to Upload/download files on a scheduled basis (daily)

Download from Remote Share to Local Folder

1. Double click the Voyager Icon (green circle)
2. At the bottom select Synchronize Wizard
3. Select Synchronize to Local Folder, select Next.
4. Select
   1. Local Directory
   2. Remote Server (if not showing, go back to publish the site to Task Scheduler)
   3. Remote Folder (copy the address you see under Add FTP Site, step 10. Directory should start with /)
5. Select the following Settings
   • 
     
6. Select the Timeframe. I set mine to daily at 8am for every 1 day
7. Enter Task Name "Download Sync From Serv-U Server to Local Share"
   1. Description: "Automatically download files from the Serv-U Server daily to obtain new files from the share. Existing files that are newer will not be updated."
8. Select Next, and Finish to create.

Upload daily file changes from Remote folder to Serv-U Sync Directory

1. Double click the Voyager Icon (green circle)
2. At the bottom select Synchronize Wizard
3. Select Synchronize to Remote Folder, select Next.
4. Select
   1. Local Directory
   2. Remote Server (if not showing, go back to publish the site to Task Scheduler)
   3. Remote Folder (copy the address you see under Add FTP Site, step 10. Directory should start with /)
5. Select the following Settings
   • 
     
6. Select the Timeframe. I set mine to daily at 5 pm for every 1 day
7. Enter Task Name "Upload changes to Serv-U Sync"

1. Description: "This task will upload all files to the Serv-U_Sync folder. Any newer updates will be replaced. Files REMOVED FROM LOCAL WILL DELETE SHARE."
1. Select Next, and Finish to create.

Test to Confirm that the Tasks Worked.

1. Go into the Local Sync Directory.
   1. Create 2 new Text files. Open up the text files and insert random data.
2. Double click the Voyager Icon (green circle)
3. Select Upload changes to Serv-U Sync, select Execute.
4. Once Completed, go into FTP Voyager and view the Serv-U Server Remote Share. Make sure that the 2 files are now showing on the Server.
5. Delete the 2 files on the local System.
6. Back in Serv-U Task Scheduler Select Download Sync From Serv-U Server to Local Share, select Execute.
7. Once Completed, the previously deleted files should now be back as the Remote Serv-U Server has now placed them back into the local system
8. To confirm that any deleted file is removed, delete one of the local files.
9. Select Upload changes to Serv-U Sync, select Execute.
10. Go back into Serv-U Voyager and look at the Remote Sync folder. The file deleted locally should now be gone remotely.