SDL Customer Portal FTP Instructions
Contents
Adding the FTP Gadget
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The first time you use the SDL Customer Portal you may notice that you don’t have the FTP gadget on your home page.
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To add the FTP gadget to your home page select the Layout tab from the top menu
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Select FTP in the Available Gadgets window and Column 1 in the Select Column window, then click the ==> button on the right.
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To move FTP to the Column 1 window click the Save Layout button on the bottom of the screen to save the configuration.
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Return to the home page by selecting Home from the top menu and you will see the FTP gadget in the lower left corner of the screen..
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Using the FTP Gadget
- The FTP gadget simplifies uploading and downloading files. You can also access Documentation, PatchSets and Platform Requirements and Release Notes using the customer portal Home page.
Uploading a file:
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Select on Upload File.
- Select on Browse and you will get the Choose File dialog box. Select the file you wish to upload and select on the Open button to upload the file.
Downloading a file:
- Files available for download will appear in the Download files section of the FTP gadget. To download a file, select the file from the list.
- Select the Save button.
- A Save As dialog box will appear. Select the location you wish to save the file to, then select the Save button to save the file.
FTP Download Settings
Please note that when using the SDL Customer Portal FTP/Download utility, while working with SDL Customer Support, you must make sure the following four conditions are met on the workstation you are connecting from. If these are not met, you will run into an issue where the utility will not allow you to browse and select a local Location to deliver the file to be downloaded.
- You must use IE 6 or greater to connect to the Customer Portal
- You must have Active X installed on the desktop from which you are accessing the Customer Portal.
- You must add https://track.xyenterprise.com or the full Customer Portal URL as a Trusted Web Site via IE Tools / Internet Options / Security / Trusted Sites
- Also in IE Tools / Internet Options / Security / Trusted Sites, set all Active X options found in the Custom Level area to Enabled. The important option is the “Initialize and script ActiveX controls not marked as safe for scripting” option which must be enabled.