You can create an SFTP connection to a server of yours to store generated reports, which are distributed by email. Reports are sent to the SFTP server that you select in the custom report template schedule, just like any other report recipient. If you run a custom report manually (outside of the schedule), the report is not sent to the SFTP server. When configuring the SFTP account, the specifications of the server must be in the form of a reachable IP address, or URL set up for inbound SFTP traffic. Do not configure an SFTP connection to NICE CXone FTP servers.
By default, CXone sends reports with the "noreply@niceincontact.com" email address. To avoid these emailed reports from getting blocked, you can create a custom address that your system will not filter. For example, the Classics, Inc. Contact Center could create a "noreply@classics.com" address. Contact your CXone Account Representative for assistance with this feature.
When creating an SFTP account in CXone, you can test the connection with the SFTP server. Expand the drop-down below for information on any errors that the test may give.
SFTP Account Test Connection Error Details
Required permissions: FTP Accounts Edit
|
Field |
Details |
|---|---|
| No such host is known | The hostname you entered does not exist. You need to verify that you typed the Hostname correctly and it is valid. |
|
No connection could be made because the target machine actively refused it |
The hostname is correct, but it is not able to authorize on the port specified. Verify that you entered the Port number correctly. |
| Authentication attempt rejected by the server. Alternative methods: | The username or password is incorrect. Verify that you entered the Username and Password correctly. |
| Key exchange failed. Server signature is not valid. | Usually occurs when the data within the SFTP information is inaccurate. Check that all IP addresses are properly allowed and check that all of your SFTP information is inputted correctly. |
Create SFTP Accounts
Required permissions: FTP Accounts Edit
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Ensure the server you want to connect with has the appropriate IP addresses and ports Where information transfers, over a network, between a computer and a server. allowed. Contact your CXone Account Representative for more information.
- Click the app selector
and select Reporting. - Select SFTP Accounts under Custom Reports.
- Click Create New.
- Give the new account a unique Name.
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Enter the Connection Details for your server. You must use your own server, not a NICE CXone server.
Learn more about fields in this step
Field
Details
Protocol Variant Allows you to choose the security protocol you want to use when exporting reports to your custom server, either SSH or SSH2. Hostname The host name of the server to which you want to connect. The hostname must point to your own server and be in the form of a reachable IP address or URL set up for inbound SFTP traffic. Do not configure an SFTP connection to NICE CXone FTP servers. Port
The port through which you want to connect to the server.
Directory The folder on the host to which you want to connect. You must enter a forward slash (/) before the folder name. Username The username with which you want to log in to the server. Password The password with which you want to log in to the server. Confirm Password The same password you provided for Password repeated. - Click Test Connection to verify that you provided the correct account information and credentials. If you encounter errors, refer to the error details above for troubleshooting ideas.
- When the connection works correctly, click Save.