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

  • HDFS

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:

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 a flow;

  • 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

When connecting to a filesystem, Rulex requires you the connection details.

In the table below, you will find the connection information required for each filesystem.

Follow these directions:

(tick) → Mandatory

(blue star) → Optional

 

Connection Info

Filesystem type

Domain

Host

Username

Password

Port

Share

Authentication

URL

Bucket

Response file path

Account Storage Name

Access Key

Type Key

Bearer Token

ShareDrive

(tick)

(tick)

(tick)

(tick)

(blue star)

(tick)

 

 

 

 

Http Server

 

 

 (tick)

 (tick)

 

 

(tick)

One of the following:

  • Basic

  • NTLM

  • Digest

  • Bearer

 

 

(tick)

(for Bearer authentication only)

Ftp Server

 

(tick)

(tick)

(tick)

(blue star)

 

 

 

 

 

Aws S3

 

 

(tick)

(tick)

 

 

 

 

(tick)

 

SharePoint

 

 

(tick)

(tick)

 

 

 

(tick)

 

 

HDFS

 

 

(tick)

(tick)

(blue star)

 

 

(tick)

 

 

Azure BLOB Storage

(tick)

(tick)

(blue star)

One of the following:

  • Account Key

  • SAS Key