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Introduction: This guide provides Investment Advisors with instructions on how |
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to extract and transfer files from a Remote Site (file backup) |
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to save them into a Local Site using the FileZilla application |
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Table of Contents
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for Windows |
Change Log:
Date | Changes |
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December 2020 |
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Initital Version |
Audience: Financial Professionals
Functionality: Windows File Extract / Backup allows users to transfer files from the file backup and store them locally on the hard drive. Users can acquire Windows File Extract / Backup by using the FileZilla application.
Installing Windows File Extract / Backup
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We recommend installing the FileZilla application as your transfer client to acquire Windows File Extract / Backup.
To install FileZilla Client:
Note: Please ensure that your hard drive has enough free space to store the data. The amount of the required space may vary due to the Client. Within Docupace, it is required to have a free space of 143 GB to store the data. |
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To set up Windows File Extract / Backup, in FileZilla Client, provide the following information to access the File Transfer Protocol SSL (FTPS) files. Host. ftps.docupace.com:21 Username. DB2020_20 (may vary depending on the Customer) Password. Follow the password in a separate email for security reasons Port. 21
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Once you have entered the login information, click Quickconnect. |
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There are two sections in FileZilla Client:
In Local Site (1), select a destination where you want to save the extracted information from Remote Site (2). Note: The extracted files can take the predefined amount of your hard drive memory. The amount of needed memory may vary depending on the Customer. In case of Docupace, you need 143 GB of free space to store the data. |
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To begin process of downloading files from Remote Site to your Local Site:
Note: Any files that fail during the transfer process, show up in Failed Transfers at the bottom of the FileZilla page. In case one or more files fail during the process of transfer:
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Once the file download is complete, check the download process:
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Note: Please note that the downloaded data remains on File Transfer Protocol SSL (FTPS) for 30 days. If you need more time for data to remain on FTPS, reach out to Docupace Support. |