Ch. 023. FTP Accounts

PRESSERO > Pressero Documentation Manual
 
FTP (File Transfer Protocol) is a way for customers to send files to you. It an alternative to the “attach file” option customers can use in a Product's ordering process or a general file upload link on your website. However, unlike a typical file upload, FTP can also be used by your customers to retrieve files that you have placed in the FTP folder. It is a way to make files available for customers to download. So customers using FTP can both place into and remove files from an FTP account. 
 
In addition to FTP, you can create a page for your storefront called "File Upload", or “Send Files” . The page can use a form you created that collect details from your customer while enabling them to select and send files. 
 
Because the files that are sent to the FTP folder can be seen by everyone who has the login credentials, it is typical that a FTP account is created specifically for a particular customer and not to the general public. For the occasional upload you will want to create a simple file upload form and put it on a page you create for your website. Form uploads are not in a folder anyone but the admin users can see in the Pressero Admin area (File Manager). To create a simple file upload option instead of FTP, see Preferences > Forms. Also see Sites > Pages.
 
Each Pressero subscription comes with a certain number of FTP accounts (this ranges from 10 to 25). Refer to your sign up documents to see what package you have and the number of accounts you can set up. The support department can help you determine what your limit is if necessary. 
 

Creating a new FTP Account

To create a new FTP Account, select the "Create New FTP Account" link. To edit select the pencil icon beside the Account name. To view or re-activate a previously deleted account, check the box at the top-right of the page “Include Deleted FTP Accounts.”

FTP Account Name -  Give the FTP account a unique name. No two accounts can share the same name. This name will be shared with your customer that needs access. They will use this name as the username along with a password you will set. 
 
Max Storage (MB) - You may set the maximum storage limit you want your customer to have for this folder. Keeping the limit low encourages both your staff and your customer to remove old files that are no longer needed. The amount of space these files takes up goes against your total storage limit for your subscription. Please note: this storage amount is only limited when using a FTP client and not the web interface. 
 
Password - Give the account a password. This along with the FTP name is what the customer will need when they log into the FTP account. 
 

Helpful Information for FTP

  • The maximum file transfer limit per upload session is 1 GB or 2 hours if using the store's browser-based login/file upload. 

  • FTP Uploads via an ftp program (Fetch, wsFTP, etc.) may use the limit you set for the FTP account, up to a maximum of 1 GB.

  • Files sent via FTP reside in Tools > File Manager > FTP > Account. 

Adding the FTP login to one or more of your storefronts

After adding an FTP Account in this area, go to Sites > Navigation > Standard Items to drag the FTP item to one of the Site menus, Save. 

Customers can click the FTP item you added to a storefront's navigation menu, login with their web browser using the Name and Password you assigned to the FTP account, and transfer (or retrieve, or delete) files. 

 

FTP Login using a Browser. 

If you are using a web browser, make sure you have first added an FTP item to the site's Navigation menu (Sites > Navigation).  Then go to the site, click the FTP item you added. A login window will display. Enter the Username you created when you setup the account and the Password.

Below is an example of the FTP area your customer would see (might look slightly different depending on the skin chosen). They can drag and drop files or upload multiple from their desktop, rename the files, download files you put up there for them, etc. 

 
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