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IDM PowerTips

Configure FTP/SFTP Accounts

A cornerstone feature of UltraEdit/UEStudio is the ability to open/save files via FTP. UltraEdit/UEStudio supports multiple protocols as well as advanced options such as filtering. But, before you can use FTP, you have to create an account. The following power tip will guide you through the basics of creating an FTP account.

Step 1: Create a New Account

To create your FTP account, go to the File menu, click on the FTP/Telnet menu item, then click on the FTP Account manager.

In the FTP/SFTP Account Manager, click the Add Account button to create a new account. You will see a new (empty) account is created.

Step 2: Protocol

You will need to know the protocol supported on the server. The basic protocol is FTP; however, UltraEdit/UEStudio both include secure protocol's. Please note, If you wish to use the secure protocol's, your server must support them.

A basic desrcription of the supported protocols follows below:

  • FTP: Creates a non-secure FTP connection.
  • SFTP: Creates a secure FTP (SFTP) connection with the SSH2 protocol.
  • FTPS - Control Only: Creates a secure FTP (FTPS) connection with an SSL layer below the standard FTP protocol. This method encrypts the control channel ONLY.
  • FTPS - Control + Data: Creates a secure FTP (FTPS) connection with an SSL layer below the standard FTP protocol. This method encrypts both the control and the data channels.
  • FTPS - Implicit: Creates a secure FTP (FTPS) connection with an SSL layer below the standard FTP protocol. This is an older FTPS method and is not generally preferred, but is still supported on some servers.

Step 3: Server/IP Address

The server is the URL/IP address for the server you are connecting to. The server field may be in the format of ftp://ftp.ultraedit.com, ftp.ultraedit.com, or you may enter the IP Address in the form xxxx.xxxx.xxxx.xxxx.

For the example below we are using ultraedit.com.

Step 4: Port

The default port for FTP is 21, and the default port for SFTP is 22. If your FTP/SFTP goes through a different port (as configured on your server) you can change the value here.

Step 5: Username and Password

This is the username and password you use to log into the server. Note: If you wish for UltraEdit/UEStudio to save the account information, simply check (enable) the Save Password checkbox.

Note: if the password is saved it is stored on the system; however, the password is stored in an encrypted format.

Step 6: User Account

The User Account field allows you to specify an account on the host server when logging in. Note, this is only required with some servers.

Step 7: Connection Limit

The Connection Limit setting limits the number of concurrent connections that the FTP client will make with the server. For example, if you select 10 files to open/save via FTP, but have the connection limit set to 4, the selected files would be transferred in blocks of 4 (or less) until all files have been transferred.

Step 8: Initial Directory and Local Copy Directory

Initial Directory:

This is the initial directory to connect to on the FTP server. This setting is not required. If the Initial Directory is NOT specified, UltraEdit will remember the last directory for the account each time you connect to the server.

Initial Local Directory:

This is the initial local directory that will be used when connecting to the server. This setting is only used with the FTP Browser feature. This setting is not required. If there is not an Initial Local Directory specified, UltraEdit will default to your document folder (e.g. My Documents on Windows XP and Documents on Windows Vista).

Step 9: Proxy Settings

If connecting directly to the Internet the proxy settings should not be enabled; however, if you are connecting via a proxy on a LAN you will need to set up the proxy settings.To access the Proxy settings, click on the Proxy tab.

Use Proxy
This enables the proxy settings and configures this account to connect through the specified proxy.

Proxy Server
This is the name of the server (or IP address) that is used for the proxy. If you do not know this name check with your system administrator.

Proxy Port
This is the port that is used for the proxy. If you do not know this, check with your system administrator.

Step 10: Firewall Settings

Passive Transfers

Because FTP is a port-hopping protocol (i.e. data channels use a random port chosen during the communication), many firewalls have the ability to understand the FTP protocol and allow the secondary data connections. However if the control connection is encrypted using any method the firewall is not able to get the port numbers of the data connections from the control connection (since it is encrypted and the firewall cannot decrypt it). Therefore in many firewalled networks clear FTP connections will work while SFTP/FTPS connections will either completely fail or require the use of passive mode.

Use IP address returned by server

This value is only used when the Passive Transfer option is selected. Selecting this option forces the account to use the IP Address specified by the firewall when connecting to the server. Please note: If you do not control the server you're connecting to or are not sure of its content, there is a security risk involved in selecting this option.