SFTP Guide

This article is going to help guide you in accessing your SFTP folder that is hosted by Lexer. We use this SFTP to securely export your data from Lexer’s CDP, permitting you to download it to your local device. Contact Lexer Support if you’d like one setup for your account.

Privacy and security information is Lexer’s core business

Like many companies, Lexer and partners face an increasingly advanced threat environment in the area of information security. Third parties wishing to compromise the information of global companies continue to increase in number, capability, and persistence. To address this reality, Lexer has established policies which define how information such as personally identifiable information or other sensitive client data is transferred between Lexer and third parties.

How it works

Lexer manages an SFTP server for the upload and download of secure client and partner data. All files containing sensitive information must be transferred via this method.

Authentication

Lexer secures client SFTP servers using a combination of public/private key cryptography as well as IP address whitelisting. As such to setup access for a new SFTP client we require an IP address to whitelist as well as a public ssh key.

Mac SFTP Guide

Generating your SSH key files on a Mac

This involves generating a matching key pair for secure authentication. The private key (id_rsa) is your secret key which should never be shared with anybody. The public key (id_rsa.pub) is the public key which can be shared with Lexer to configure. As you are the only person with the private key which matches the public key, you are the only person who can authenticate to the server.

  1. Open the Terminal program
  2. Type or copy/paste ssh-keygen -t rsa at the prompt and hit return. This will launch the public/private key generation functionality.
  3. Hit return again to save the public and private keys to the default area, which will have auto-populated
  4. Enter a passphrase (password) to further secure your SSH key (optional, but recommended), and hit return.
  5. Enter your passphrase again (if used), and hit return once more to generate. This has now created two files, named by default, and stored in Users/yourusername/.ssh/
    • A public key - id_rsa.pub - this is your public key for sharing with Lexer
    • A private key - id_rsa - this is your private key which should never be shared with anybody
  6. Email Lexer the public key (id_rsa.pub) as an attachment, along with your IP address.

To find your IP address, head to whatismyipaddress.com on the network you will access the SFTP from (e.g. your office) and copy the results shown on the website.

To find your public key, go to the folder /Users/yourusername/ and you’ll find it in a folder labelled .ssh. In some cases this folder is hidden from default view. If you don’t see this folder, hit shift + command + . (note the period on the end) to reveal hidden folders, access the /.ssh/ folder and select rsa_id.pub

Lexer will then configure this in your access. After confirmation that this has occurred, you are now ready to log into the SFTP.

Windows WinSCP SFTP guide

Download and install WinSCP from https://winscp.net/eng/download.php. This software will allow you to create Secure Shell (SSH) public and private key pairs for authentication and access the secure Lexer SFTP.

First, we need to generate a key pair, which is a pair of matching public and private keys. The public key is for you to send to Lexer, and the private key you keep to yourself securely.

  1. Open WinSCP and select “Tools” on the bottom left hand side and from there select “PuTTYgen”
  2. Leave all options as standard and select “Generate”. You will be prompted to move your mouse around the grey box randomly which will generate a randomised encryption key.
  3. When the status hits 100%, you are finished. From there click on “Save Public Key”, call it lexer-companyname-public (where “companyname” is the name of your business) and save it somewhere on your computer.
  4. After this is done, select save Private key and name it lexer-private and save it somewhere on your computer.

You have now created the necessary authentication keys. Send the Public key to your contact at Lexer for SFTP configuration.

Configure WinSCP

After Lexer have set up your SFTP, use details specified in your SFTP documentation to configure WinSCP to connect.

  1. Open WinSCP and select ‘New Site’ on the top left hand side
  2. Fill in the host, port and username as per the documentation. Do not add a password as you will be using your keys to authenticate.
  3. To do this click advanced, and advanced again.
  4. Click authentication under the SSH tree and select your private key file. Hit ok.
  5. Select save and choose the name Lexer SFTP.

You’re now able to send Tribes from Lexer to your SFTP and access this data on your local machine. Contact Lexer Support to configure the export as your require. The file sent from Lexer to your SFTP will be a .CSV document, so we’ll need to know what data you’d like to see in this file.

Log in to Filezilla

You can use a number of other SFTP software providers, however this guide is aimed at Filezilla.

  1. Download Filezilla and follow the prompts to install it.
  2. Once downloaded, go to File > Site Manager…
  3. Fill in the following fields as provided in your SFTP Access documentation
Host as detailed in your SFTP access documentation
Port as detailed in your SFTP access documentation
Protocol SFTP - SSH File Transfer Protocol
Logon Type Key file
User as detailed in your SFTP access documentation
Key file Select your private ssh key as generated in previous steps. This is located in /Users/yourusername/.ssh/

Note: The private key file is named id_rsa. If your /.ssh/ folder is hidden use command shift . (note the period on the end) to show hidden folders and files)

  1. Then click Connect.
  2. You will now have access to your folders on the SFTP server. If you have any troubles connecting please take any screenshots or copy error messages and contact Lexer Support to troubleshoot the issues.

Further reading