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Setting up IIS for Case Manager Attachment via FTP

· 3 min read
Hugo Breedt
Hugo Breedt
Product Development Lead at Microworks Enterprise

From Case Manager version 5.2.1 a new extension is available to access case attachments via FTP. The extension can interact with any FTP server. However, in the first version of the extension, 2.0.0, only Basic Authentication and unencrypted connections are supported. This guide will help you set up Microsoft Internet information Services (IIS) for the Attachment FTP Extension.

Installing IIS​

You can verify whether Microsoft IIS is installed on the server by pressing the Windows key and typing IIS. This should search for the application and display it in the start menu if found. If the application is not installed, navigate to “Turn Windows features on or off” in the Control Panel’s “Programs and Features”.

Turn IIS feature on

  • Tick the Internet Information Services features, and ensure that the sub feature “FTP Server” is selected.
  • Click OK, and complete the installation process.
  • Once completed, the application will be available from the start menu.

Set up FTP Site​

  • Open Microsoft Internet Information Services (IIS).
  • In the left-hand pane, there is a “Sites” folder. Right click on this and select “Add FTP Site…”. Alternatively, this action should be available in the right-hand pane when the Sites folder is selected You will be queried to enter a FTP site name (which is used in IIS for management of the site, and will not affect the connection to this FTP site), and a physical path. The Physical path should be set to the local path which will be made available via FTP, For example: C:\CaseManager\CaseManagerAttachments

Add FTP Site

  • Binding Settings: Select the IP Address and port on which this FTP site should be available. You may leave the IP Address on “All unassigned” to accept any ftp connection to this server irrespective of the IP Address/Name used by the connecting client.
  • SSL is currently not supported by the Attachment FTP extension. Select “No SSL”
  • In the Authentication section, select “Basic”. I suggest allowing access to a specific user; for this a new Windows User should be created.
    • Depending on the version of Windows used, this may be done in one of a few places in the PC Settings, or Control Panel. I suggest restricting access of this user as much as possible. This user should only be used for FTP Access to the Attachments folder.
    • In IIS, select “Specified Users” in the “Allow access to:” settings, type the name of the user.
    • Allow this user to Read and Write.

Authentication and authorization

  • Completing the wizard will create the FTP Site which will now be accessible by the new user. You can verify the setup by making use of a Windows Explorer window.
    • Type in ftp://<host name>:<port>
    • This will prompt you to enter the credentials of the specified user.
    • You should be able to see the file in the local path as set up.
    • Remember any changes made to a site in IIS, requires that the site should be restarted. This can be done from the right-hand pane in IIS.