Establishing Remote Connections

You can import and export data into and out of your Rulex Flow either by selecting a file from your local file system or through a remote connection.

Whether you are creating a Saved source or you are using a Custom source, you need to insert certain parameters when you need to use a Remote Filesystem.

All the connections created are listed in the Explorer when the Flow filter is switched off, and are created for all the Environment: this means that you can use them not only in any flow in the Factory, but also in the other Platform components (e.g. Control Tower).

The following remote connections are currently supported:

  • ShareDrive File System

  • Http Server

  • Ftp Server

  • Aws S3

  • SharePoint

  • Sftp Server

  • HDFS

  • Azure BLOB Storage

Rulex's technical documentation does not and cannot provide comprehensive guidelines on the use of third-party software, beyond how Rulex integrates with this software. Please consult the technical documentation of the third-party software itself for up to date information.

Remote connections are supported in the following operations:

Flow operations

Dataset operations

Importing flows

Import from Excel File

Import from Text File

Import from Json File

Import from Xml File

Import from Word File

Import from Parquet File

Import from PDF File

Exporting flows

Export to Excel File

Export to Text File

Export to Json File

Export to Xml File

Export to Parquet File

Exporting to a Word File

You can modify and see the source information by clicking on the three-dotted button next to it and selecting Information.

Prerequisites

  • You must have created an environment;

  • you must have chosen if you need a Saved or Custom source:

    • In case you are creating a Saved source, go to the Explorer, switch the Flow filter off and select Add new Filesystem by hovering over the plus button.

    • In case you are using a Custom source, drag the required task onto the stage and open it, then choose Custom source and select the required filesystem.

Procedure

  1. Choose the filesystem from the list and click the pencil button.

  2. Provide the connection information required, as listed in the table below, and click Confirm to create the connection.

Filesystem information required

Parameters in bold are mandatory.

  • ShareDrive: Host, Port, Username, Password, Domain, Share.

  • Http Server: Authentication (one of the following: Basic Authentication, NTLM Authentication, Digest Authentication, Bearer Authentication, OAuth2 Authentication, Insecure), Username, Password, Proxy Settings, Headers definition.

  • Ftp Server: Host, Port, Username, Password, Proxy Settings.

  • Aws S3: Bucket, Username/Access Key ID, Password/Secret Access Key, Proxy Settings.

  • SharePoint: Authentication (one of the following):

    • Legacy Sharepoint Authorization: Base URL, Username, Password, Proxy Settings.

    • Azure Authentication: Base URL, App ID, Tenant ID, JWT Auth Token, Proxy Settings.

  • HDFS: Filesystem url, Port, Username, Password.

  • Azure BLOB Storage: Account Storage Name, Connection String, Type Key, Proxy Settings.

  • Sftp Server: Host, Port, Username, Password.

Proxy Settings and Headers in the HTTP Server connection

Once you have chosen the Http Server connection, you can optionally add both the Proxy Settings and the Headers.

If you choose to set the Proxy Settings, the parameters to specify are:

  • Host

  • Port

  • Username

  • Password

If you choose to add Headers, click on the Plus button located next to Add new header, then specify:

  • Label

  • Value

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