> ## Documentation Index
> Fetch the complete documentation index at: https://docs.open-metadata.org/llms.txt
> Use this file to discover all available pages before exploring further.

# SFTP Connector | OpenMetadata Drive Guide

> Connect SFTP servers to OpenMetadata with our comprehensive drive connector guide. Step-by-step setup, configuration, and metadata extraction for secure file transfer protocol servers.

export const ConnectorDetailsHeader = ({name, icon, stage, availableFeatures, unavailableFeatures = [], availableFeaturesCollate = []}) => {
  const showSubHeading = availableFeatures?.length > 0 || unavailableFeatures?.length > 0 || availableFeaturesCollate?.length > 0;
  const totalAvailableFeatures = [...availableFeatures || [], ...availableFeaturesCollate || []];
  return <div className="container">
      <div className="Heading">
        <div className="flex items-center gap-3">
          {icon && <div className="IconContainer">
              <img src={icon} alt={name} noZoom className="ConnectorIcon" />
            </div>}
          <h1 className="ConnectorName">{name}</h1>
          <span className={`StageBadge ${stage === 'PROD' ? 'prod' : 'beta'}`}>
            {stage}
          </span>
        </div>
      </div>
      {showSubHeading && <div className="SubHeading">
          <div className="FeaturesHeading">Feature List</div>
          <div className="FeaturesList">
            {totalAvailableFeatures.map(feature => <div className="FeatureTag AvailableFeature" key={feature}>
                ✓ {feature}
              </div>)}
            {unavailableFeatures.map(feature => <div className="FeatureTag UnavailableFeature" key={feature}>
                ✕ {feature}
              </div>)}
          </div>
        </div>}
    </div>;
};

export const MetadataIngestionUi = ({connector, selectServicePath, addNewServicePath, serviceConnectionPath}) => {
  return <>
    <p>
      To ingest metadata from your sources, you need to create a service connection.
      The service connects your source system with OpenMetadata. Once you create
      a service, you can use it to configure your ingestion workflows.<br />
      <br />
      To create a service connection and ingest your metadata, follow the steps below:
    </p>
      <Steps>
      <Step title="Select the Service">
        <ol>
          <li>
            On the left navigation bar, click <strong>Settings</strong>.
          </li>
          <li>
            On the next page, click <strong>Services</strong>, and then select the service.
            <img src="/public/images/connectors/visit-services-page.png" alt="Visit Services Page" />
          </li>
        </ol>
      </Step>

      <Step title="Create a New Service">
        To add a new service connection, click <strong>Add New Service</strong>.
        <img src="/public/images/connectors/create-new-service.png" alt="Create a new Service" />
      </Step>

      <Step title="Select the Connector">
        Select <strong>{connector}</strong> as the service type and click <strong>Next</strong>.

        {selectServicePath && <img src={selectServicePath} alt="Select Service" />}
      </Step>

      <Step title="Name and Describe the Service">
        Enter a unique <strong>Service Name</strong> and <strong>Description</strong>.
        <ul>
         <li><strong>Service Name</strong>: OpenMetadata identifies services by their service name. Enter a name that distinguishes this deployment from other services, including other {connector} services you are ingesting metadata from.</li>
        </ul>

        <Note>
          The service name cannot be changed after it is set.
       </Note>

        {addNewServicePath && <img src={addNewServicePath} alt="Add New Service" />}
      </Step>

      <Step title="Configure the Service Connection">
        Set up the connection settings required for {connector} to set up the service and start ingesting metadata from your sources. The right-hand panel displays help documentation for the selected connection type in the product UI.
        {serviceConnectionPath && <img src={serviceConnectionPath} alt="Configure Service connection" />}
      </Step>
    </Steps>
  </>;
};

<ConnectorDetailsHeader icon="/public/images/connectors/sftp.webp" name="SFTP" stage="BETA" availableFeatures={["Metadata"]} unavailableFeatures={["Query Usage", "Lineage", "Column-level Lineage", "Data Profiler", "Data Quality", "Owners", "Tags"]} />

In this section, we provide guides and references to use the SFTP connector.
Configure and schedule SFTP metadata workflows from the OpenMetadata UI:

* [Requirements](#requirements)
* [Metadata Ingestion](#metadata-ingestion)
* [Troubleshooting](/v1.12.x/connectors/drive/sftp/troubleshooting)

## Requirements

### Metadata

To extract metadata from an SFTP server, the user needs to have:

* A valid SFTP account with either username/password or SSH private key credentials
* Read access to the directories and files to be catalogued
* Network connectivity from the OpenMetadata ingestion host to the SFTP server

The user should be able to:

* Authenticate to the SFTP server via the specified credentials
* List directories under the configured root directories
* Read file metadata (name, size, timestamps)

You can find more details about SFTP configuration in the [OpenSSH documentation](https://www.openssh.com/).

### Profiler & Data Quality

SFTP is a file storage connector. Profiler and data quality workflows are not supported for this connector.

## Metadata Ingestion

<MetadataIngestionUi connector={"Sftp"} selectServicePath={"/public/images/connectors/sftp/select-service.png"} addNewServicePath={"/public/images/connectors/sftp/add-new-service.png"} serviceConnectionPath={"/public/images/connectors/sftp/service-connection.png"} />

## Connection Options

<Steps>
  <Step title="Connection Options">
    * **Host**: SFTP server hostname or IP address.
    * **Port**: SFTP server port number. Defaults to `22`.
    * **Authentication Type**: Choose between:
      * **Username/Password**: Authenticate using a username and password.
      * **Private Key**: Authenticate using an SSH private key in PEM format. Supports RSA, Ed25519, ECDSA, and DSS keys. An optional passphrase can be provided if the key is encrypted.
    * **Root Directories** *(Optional)*: List of root directories to scan for files and subdirectories. Defaults to `/` (the user's home directory).
    * **Directory Filter Pattern** *(Optional)*: Regex to only include/exclude directories that match the pattern.
    * **File Filter Pattern** *(Optional)*: Regex to only include/exclude files that match the pattern.
    * **Structured Data Files Only** *(Optional)*: When enabled, only catalog structured data files (CSV, TSV) that can have schema extracted. Non-structured files like images, PDFs, and videos will be skipped. Defaults to `false`.
    * **Extract Sample Data** *(Optional)*: When enabled, extract sample data from structured files (CSV, TSV). Disabled by default to avoid performance overhead.
  </Step>

  <Step title="Advanced Configuration">
    Database Services have an Advanced Configuration section, where you can pass extra arguments to the connector
    and, if needed, change the connection Scheme.

    This would only be required to handle advanced connectivity scenarios or customizations.

    * **Connection Options (Optional)**: Enter the details for any additional connection options that can be sent to database during the connection. These details must be added as Key-Value pairs.
    * **Connection Arguments (Optional)**: Enter the details for any additional connection arguments such as security or protocol configs that can be sent during the connection. These details must be added as Key-Value pairs.

          <img src="https://mintcdn.com/openmetadata/6gXrLELUGeLr2Cj6/public/images/connectors/advanced-configuration.png?fit=max&auto=format&n=6gXrLELUGeLr2Cj6&q=85&s=c8f582832bafdb22aec9a99e387d8b50" alt="Advanced Configuration" width="1398" height="534" data-path="public/images/connectors/advanced-configuration.png" />
  </Step>

  <Step title="Test the Connection">
    Once the credentials have been added, click on *Test Connection* and *Save* the changes.

    <img src="https://mintcdn.com/openmetadata/9G75p72jJKYgvFUQ/public/images/connectors/test-connection.png?fit=max&auto=format&n=9G75p72jJKYgvFUQ&q=85&s=4ac71a56e30fa3dd1be86f82c1f07068" alt="Test Connection" width="1494" height="310" data-path="public/images/connectors/test-connection.png" />
  </Step>

  <Step title="Configure Metadata Ingestion">
    In this step we will configure the metadata ingestion pipeline,
    Please follow the instructions below

    <img src="https://mintcdn.com/openmetadata/9SXjaLbGROaofLQU/public/images/connectors/configure-metadata-ingestion-database-1.png?fit=max&auto=format&n=9SXjaLbGROaofLQU&q=85&s=88d2b5053db43d64f42deb9c7f1482c9" alt="Configure Metadata Ingestion" width="1327" height="1271" data-path="public/images/connectors/configure-metadata-ingestion-database-1.png" />

    <img src="https://mintcdn.com/openmetadata/9SXjaLbGROaofLQU/public/images/connectors/configure-metadata-ingestion-database-2.png?fit=max&auto=format&n=9SXjaLbGROaofLQU&q=85&s=e71e7a62c5d9be44458c87508fed39e1" alt="Configure Metadata Ingestion" width="1327" height="1271" data-path="public/images/connectors/configure-metadata-ingestion-database-2.png" />

    #### Metadata Ingestion Options

    <Tip>
      If the owner's name is openmetadata, you need to enter `openmetadata@domain.com` in the name section of add team/user form, click [here](/connectors/database/dbt/ingest-dbt-owner#following-steps-shows-adding-a-user-to-openmetadata) for more info.
    </Tip>

    * **Name**: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.

    * **Database Filter Pattern (Optional)**: Use to database filter patterns to control whether or not to include database as part of metadata ingestion.
      * **Include**: Explicitly include databases by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all databases with names matching one or more of the supplied regular expressions. All other databases will be excluded.
      * **Exclude**: Explicitly exclude databases by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all databases with names matching one or more of the supplied regular expressions. All other databases will be included.

    * **Schema Filter Pattern (Optional)**: Use to schema filter patterns to control whether to include schemas as part of metadata ingestion.
      * **Include**: Explicitly include schemas by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all schemas with names matching one or more of the supplied regular expressions. All other schemas will be excluded.
      * **Exclude**: Explicitly exclude schemas by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all schemas with names matching one or more of the supplied regular expressions. All other schemas will be included.

    * **Table Filter Pattern (Optional)**: Use to table filter patterns to control whether to include tables as part of metadata ingestion.
      * **Include**: Explicitly include tables by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all tables with names matching one or more of the supplied regular expressions. All other tables will be excluded.
      * **Exclude**: Explicitly exclude tables by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all tables with names matching one or more of the supplied regular expressions. All other tables will be included.

    * **Enable Debug Log (toggle)**: Set the Enable Debug Log toggle to set the default log level to debug.

    * **Mark Deleted Tables (toggle)**: Set the Mark Deleted Tables toggle to flag tables as soft-deleted if they are not present anymore in the source system.

    * **Mark Deleted Tables from Filter Only (toggle)**: Set the Mark Deleted Tables from Filter Only toggle to flag tables as soft-deleted if they are not present anymore within the filtered schema or database only. This flag is useful when you have more than one ingestion pipelines. For example if you have a schema

    * **includeTables (toggle)**: Optional configuration to turn off fetching metadata for tables.

    * **includeViews (toggle)**: Set the Include views toggle to control whether to include views as part of metadata ingestion.

    * **includeTags (toggle)**: Set the 'Include Tags' toggle to control whether to include tags as part of metadata ingestion.

    * **includeOwners (toggle)**: Set the 'Include Owners' toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.

    * **includeStoredProcedures (toggle)**: Optional configuration to toggle the Stored Procedures ingestion.

    * **includeDDL (toggle)**: Optional configuration to toggle the DDL Statements ingestion.

    * **queryLogDuration (Optional)**: Configuration to tune how far we want to look back in query logs to process Stored Procedures results.

    * **queryParsingTimeoutLimit (Optional)**: Configuration to set the timeout for parsing the query in seconds.

    * **useFqnForFiltering (toggle)**: Regex will be applied on fully qualified name (e.g service\_name.db\_name.schema\_name.table\_name) instead of raw name (e.g. table\_name).

    * **Incremental (Beta)**: Use Incremental Metadata Extraction after the first execution. This is done by getting the changed tables instead of all of them. **Only Available for BigQuery, Redshift and Snowflake**
      * **Enabled**: If `True`, enables Metadata Extraction to be Incremental.
      * **lookback Days**: Number of days to search back for a successful pipeline run. The timestamp of the last found successful pipeline run will be used as a base to search for updated entities.
      * **Safety Margin Days**: Number of days to add to the last successful pipeline run timestamp to search for updated entities.

    * **Threads (Beta)**: Use a Multithread approach for Metadata Extraction. You can define here the number of threads you would like to run concurrently.

    Note that the right-hand side panel in the OpenMetadata UI will also share useful documentation when configuring the ingestion.
  </Step>

  <Step title="Schedule the Ingestion and Deploy">
    Scheduling can be set up at an hourly, daily, weekly, or manual cadence. The
    timezone is in UTC. Select a Start Date to schedule for ingestion. It is
    optional to add an End Date.

    Review your configuration settings. If they match what you intended,
    click Deploy to create the service and schedule metadata ingestion.

    If something doesn't look right, click the Back button to return to the
    appropriate step and change the settings as needed.

    After configuring the workflow, you can click on Deploy to create the
    pipeline.

    <img src="https://mintcdn.com/openmetadata/j50Bw6ZBiFbbFFnF/public/images/connectors/schedule.png?fit=max&auto=format&n=j50Bw6ZBiFbbFFnF&q=85&s=24b0c2f55f803efde5fb3b3bc24ed3ae" alt="Schedule the Workflow" width="2733" height="1083" data-path="public/images/connectors/schedule.png" />
  </Step>

  <Step title="View the Ingestion Pipeline">
    Once the workflow has been successfully deployed, you can view the
    Ingestion Pipeline running from the Service Page.

    <img src="https://mintcdn.com/openmetadata/9G75p72jJKYgvFUQ/public/images/connectors/view-ingestion-pipeline.png?fit=max&auto=format&n=9G75p72jJKYgvFUQ&q=85&s=7c4e411977371617cb1312efb9f9bfee" alt="View Ingestion Pipeline" width="2733" height="1271" data-path="public/images/connectors/view-ingestion-pipeline.png" />

    <Tip>
      If AutoPilot is enabled, workflows like usage tracking, data lineage, and similar tasks will be handled automatically. Users don’t need to set up or manage them - AutoPilot takes care of everything in the system.
    </Tip>
  </Step>
</Steps>

## Related

<Columns cols={2}>
  <Card title="Usage Workflow" href="/v1.12.x/connectors/ingestion/workflows/usage">
    Learn more about how to configure the Usage Workflow to ingest Query information from the UI.
  </Card>

  <Card title="Lineage Workflow" href="/v1.12.x/connectors/ingestion/workflows/lineage">
    Learn more about how to configure the Lineage from the UI.
  </Card>

  <Card title="Profiler Workflow" href="/v1.12.x/how-to-guides/data-quality-observability/profiler/profiler-workflow">
    Learn more about how to configure the Data Profiler from the UI.
  </Card>

  <Card title="Data Quality Workflow" href="/v1.12.x/how-to-guides/data-quality-observability/quality/configure">
    Learn more about how to configure the Data Quality tests from the UI.
  </Card>

  <Card title="dbt Integration" href="/v1.12.x/connectors/database/dbt">
    Learn more about how to ingest dbt models' definitions and their lineage.
  </Card>
</Columns>