Cloudbizz - Onboarding
Onboarding
Cloudbizz onboarding service can be used with WinSCP, It is a popular SFTP client and FTPS client for Microsoft Windows, and you can use this software to transfer your customers files to our onboarding server by following this tutorial
1. Onboarding Service
Login to our panel
Click on Services in Customer Functions under the desired customer
Before provisionning Onboarding service, you need to provison your applications like Winbooks, FileSharing, BOB50, Kluwer...
After provisionning your desired applications you can expand the Onboarding service and under (1 - Onboarding) you can see where this service will provide you access to.
(2) Please fill your email address to receive your credentials
3. Install WinSCP
Click on Install for all users
Click on Accept
Click on Next
Check "Commander" and click on Next
Click on Install
Uncheck "Open Getting started page" and
Click Finish
4. First connection
Leave File protocol to SFTP
Host name = migration.cloudbizz.com
Port number = 7822
Enter username that you received from our panel
Enter password that you received from our panel
Click save if you want to save those settings
Click Login
Click on yes when you receive the Warning
5. How to transfer data to Cloudbizz
1. In the left pane select files / folders that you want to transfer to the right pane (2)
2. The right pane is where you want to transfer your data
1. When you have selected files or folders in the left pane, click on Upload
1. Check Transfer in backgroud (add to transfer queue)
2. click on OK to start the transfer
3. If you want to preserve folder creation date click on Transfer settings...
And select Including directories then press OK 