Who should read this document?

Preferably a technology coordinator or curriculum director at either the school or district level, who is able to:

maintain or access course rosters
access and upload student information
download institution programmes, and set up data integrations (i.e. FTP integration)

Prepare Environment

Folder containing binary files of WinSCP. To download portable version of WinSCP: http://winscp.net/eng/download.php
- e.g. C:\Apps\WinSCP

An FTP client - this is a piece of software that allows your system to connect to the FTP server.
- A common choice is WinSCP which works on Windows. It can be downloaded here: https://winscp.net/eng/download.php
FTP Login Details - BibliU will send you through a unique username and password:

BibliU’s FTP details - these are our specifications for how we set up an FTP integration.
- Protocol: ftp-ssl (ftps) (preferred, secure) or ftp (fallback, not secure)
- Server Address: ftp.bibliu.com
- Port: 21

This uses WinSCP for the purposes of explaining how to set up an FTP connection.

Open WinSCP and click on the "Open Connection" button in the top left corner
Use the drop down to set the connection protocol to "FTP" and make it secure activating TLS/SSL Encryption.
Fill in the "Server" address as ftp.bibliu.com
Check the port number is 21
Enter the username and password sent to you

Click connect
You will be presented with a file browser of your folder on the BibliU FTP server to upload your data.

2 scripts will need to be created that will help to automate file transfer with WinSCP:

C:\\Apps\\WinSCP\\winscp.com /script=C:\\Data\\Scripts\\ftpscript.txt

option batch continue
option confirm off
open ftpes://user:pass@ftp.bibliu.com/
lcd C:\local\ftp\folder
cd /enrollment/
put localfile.csv
exit

Screen_Shot_2022-06-07_at_3.51.40_PM.png

In ftpscript.txt, line open name-of-the-connection-on-winscp indicates the connection name that was created on the first step.

Now that you have your batch script setup, we can automate with the windows task scheduler…

Open Start.
Search for Task Scheduler and click the top result to open the app.
Right-click the "Task Scheduler Library" branch and select the New Folder option.
Confirm a name for the folder — for example, BibliUAutomation note: You don't need to create a folder, but keeping the system and your tasks separate is recommended.
Click the OK button.
Expand the "Task Scheduler Library" branch.
Right-click the folder that you created.
Select the Create Basic Task option.
Fill out the name and a schedule which best fits your University’s data schedule!
Select “Start a Program”
Find the script that we created above.
Finish!