Copy Distribution Action

To add a copy action

  1. Select the Copy option on the Action page.

  2. In the Copy File to Folder box, specify the destination folder. You can either enter the destination folder in the box or select the folder by clicking the Browse button. The Named Paths dialog box will appear.

    1. From the Named Paths list, select the appropriate named path.

    2. Select the folder from the list of displayed in the Named Path Content box.

    3. Click Save to add the folder.

NOTE: You can also specify an FTP/SFTP site or http WebDAV repository here, for example, ftp://ftp.yourcompany.com/excelexports.

  1. In the Rename file as box, specify a new file name, if you want to change the file name.

NOTE: You may use the naming macros to name the moved files and destination folder. To do this, click the Insert Macro icon  naming macros.zoom80 and select the naming macros from the drop-down list.

  1. Select the Change extension to check box to change file's extension. Specify new extension in the enabled text box below.

  2. Select the Zip check box, if you want to archive the file. The Zip Options drop-down  arrow will appear.

NOTE: The Zip check box is disabled if Change extension to check box selected.

  1. Under Zip Options provide the following information:

    • Select the compression type from the following: None, Medium, Maximum.

    • Select the Store directory path check box, if you want to store directory path.

    • Select the Password check box to set the password.

  2. Select the Overwrite check box to overwrite the existing file.

  3. Click the Authentication Credentials drop-down arrow to specify the authentication credentials.

NOTE: The Authentication Credentials link appears only if you enter "ftp://" or "sftp://" or "http://" in the folder path in the Copy File to Folder box.

  1. Under Authentication Credentials do the following:

    • Specify username.

    • Specify password.

    • Specify domain name.

    • Select the Ascii check box to specify an ASCII mode transfer for your FTP/SFTP distribution rather than binary mode, which is the default.

NOTE: ASCII Mode should only be used for text-only files such as TXT, ASP, HTML, while binary mode can be used for anything else, for example, DOC, ZIP, XLS. If in doubt as to which transfer mode to use, go with the default mode of binary (to do so, do not select this check box).

  1. Click the Save button to save the action.

 

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