Read file from FTPS server
Dear Community
I have a requirement to read a file from a FTPS server and then attach it to the case. Sequence of events are like
- We get XML message in MQ.
- Listener reads the message and creates the case.
- The message contains an element <Documents> where document names are mentioned.
- Pega now have to read the files from a FTPS server and attach to the case.
We cannot use a NAS storage and mount that to our nodes as since we are using on premise cloud (OpenShift) where mounting of external storage space is yet not available.
I find few articles in PDN on this topic but none of them gives any clarity on the resolution. I use Pega 8.8.1 in on premise cloud.
Regards
Sayak
Pegasystems Inc.
GB
@SayakB To read a file from an FTPS server and attach it to a case, you can follow these steps:
Configure a Connect-FTP method in an activity to fetch the file from the FTPS server. Use the FTPServer parameter to select the FTP server data instance, and the RemotePath and LocalFile parameters to specify the remote and local file paths, respectively. Set the TransferMode parameter to 'Binary' for XML files.
After fetching the file, use the standard Pega API, such as the AttachFile activity, to convert the file into a Data-WorkAttach-File instance and link it to the case.
To ensure that the file is attached to the case, you can use the Attach Content shape or the pyAttachContent flow action in a flow.
Please note that direct access to files using methods other than the Repository API is not supported for Pega Cloud File Storage. However, since you are using an on-premise cloud, you can follow the steps mentioned above.
Considerations for ingesting documents, extracting data, and populating cases
Storing case attachments using external storage
@SayakB To read a file from an FTPS server and attach it to a case, you can follow these steps:
Configure a Connect-FTP method in an activity to fetch the file from the FTPS server. Use the FTPServer parameter to select the FTP server data instance, and the RemotePath and LocalFile parameters to specify the remote and local file paths, respectively. Set the TransferMode parameter to 'Binary' for XML files.
After fetching the file, use the standard Pega API, such as the AttachFile activity, to convert the file into a Data-WorkAttach-File instance and link it to the case.
To ensure that the file is attached to the case, you can use the Attach Content shape or the pyAttachContent flow action in a flow.
Please note that direct access to files using methods other than the Repository API is not supported for Pega Cloud File Storage. However, since you are using an on-premise cloud, you can follow the steps mentioned above.
Considerations for ingesting documents, extracting data, and populating cases
Storing case attachments using external storage
Connect-FTP method > Parameters
Data management and integration > File processing
Using repository APIs in your application > Pega Cloud Services File Storage notes
Areteans
BE
@MarijeSchillernDoes Connect-FTP method allows to read files from external sftp server??
Pegasystems Inc.
GB
@MrudulaP7041 Connect-FTP method is primarily used to transfer files from Pega to an external server. To read files from an external SFTP server, you can use Pega's Repository APIs and file listeners to process the files. Pega does not have a built-in functionality to retrieve files directly using Connect-FTP method.
This is as per the PSC posts below: