Download Exports or Productions using SFTP

 

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Introduction

On Everlaw, you can download files from tasks, such as  exports or productions, using SFTP. You can learn more about how to export documents by reading this help article. You can learn more about running productions by reading this help article.

Completed exports can be found under the Batches & Exports column on the homepage. To download to your machine, click the download icon. Two options will appear: direct download and download via SFTP. Clicking direct download will start the download of the export to your machine via your internet browser. 

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However, you might want a more stable and reliable method of download than your browser. SFTP is an alternative method for downloading exports and productions.

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What is SFTP?

SFTP stands for SSH File Transfer Protocol. This is a secure process that allows you to transfer files over a “Secure Shell” (SSH) data stream. More simply, it allows you to securely download files from Amazon’s servers to your local machine via third-party applications. SFTP is secure because it requires an authentication process. The commands, data, and passwords are all encrypted before being sent across the network, meaning your sensitive information is safe while your data is transferred.

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Transferring via SFTP

In order to download a file via SFTP, you’ll need to first download an SFTP client. Sections of this article will highlight a few popular clients and provide basic instructions for using them (see FileZilla, WinZip, and Cyberduck guides). Note that Cyberduck can use multiple connections when downloading files, which may increase download speed compared to other clients. 

On any export card under Batches & Exports, or on any production card within the Share button, you can access download by SFTP.

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To download via SFTP, you will use Everlaw-generated credentials (host, port, and username) within an SFTP client to connect to the Amazon’s managed SFTP service. This allows for a secure transfer of data (exports and productions). In addition to those credentials, you will download a “private key,” which serves as a verification method for your connection to the SFTP server. This key is unique to your connection and a new private key is generated for every SFTP download. The private key is associated with a “public key” that is sent to the SFTP server. When you connect to the server, these two keys are used together to authenticate your connection. The private key is active for one week after it is generated.

If a file is partially downloaded and is somehow interrupted, the SFTP client should preserve your partially downloaded file. This means that it’s easy to resume a partial download, should an interruption occur, and makes SFTP downloads a great option for large files. However, note that if you’re resuming the download after the one-week expiration date of your private key, you will need to download a new private key, and enter it into your SFTP client, and resume the download.

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Cyberduck instructions

Cyberduck is one of many available open-source clients for SFTP. It is available for free for Mac and PC users. One benefit of Cyberduck is that it uses multiple connections when downloading files, which may increase download speed compared to other clients. 

Open the application, then click Open Connection in the top left of the Cyberduck dialog:

At the top of the dialog, change your selection from FTP to SFTP

Then, within Everlaw, copy the Host name. Paste it into the Server field in Cyberduck. Do the same thing for the Username and Port number by copying and pasting them into their respective fields. Visit the "Transferring via SFTP" section of this article to understand how to obtain hostname and username fields in Everlaw. 

Finally, download the private key (a .pem file) to your machine. Note: If you are using Safari, the downloaded private key will append a “.txt” extension to your file name. It will still function like a .pem file and you don’t need to rename the file for it to function as a private key.

Then, import the private key to Cyberduck. In the SSH Private Key field, click the dropdown and then click “Choose…” Then, select the .txt file you just downloaded from Everlaw.


You can optionally select or deselect the “Add to Keychain” option. This is a Mac functionality that allows you to save passwords. Click Connect to transfer the file.

Upon first connecting to the server, you might see this dialog box. Click Allow.

When your file is ready for download, you will see it in the available menu. Double click it to download to your machine:

If your file name is the same as a previous one, you will be asked if you want to overwrite the older one. Once you confirm or cancel this action, a separate dialog will appear to indicate transfer progress. You can stop the transfer by clicking Stop. To resume, click Resume in the top left.

Note that if you resume the download after the point at which the private key has expired, you will have to download a new private key from the SFTP dialog in Everlaw. Your server and username credentials will remain the same. To resume using a new key, click Resume in Cyberduck and choose the new private key you downloaded. The download should resume at the point at which you stopped it.

When the download is complete, the dot will turn green. Your file is now on your local machine. Click the Local File extension to locate the download in your file manager.

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FileZilla instructions

Once you have opened FileZilla, select the icon that allows you to ‘Open the Site Manager’

After, make sure to change the Protocol to SFTP

Next, copy hostname and username into the Host and User fields. Visit the "Transferring via SFTP" section of this article to understand how to obtain hostname and username fields in Everlaw. 

You will now need to download the private key file. Once this file is downloaded to you computer, change the ‘Logon Type’ to Keyfile. Next you will select the browse option and select the key file you just downloaded

Once complete, you can select Connect. Once you have authenticated, you will see a screen like below

The left-hand side represents your machine and the right-hand side represents the AWS SFTP location. You can navigate to the appropriate file location you would like to store your file on the left. Once there, simply drag and drop your file from the right into the new location. A progress bar will appear so you can track the completion of the download.

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WinSCP instructions

WinSCP (Windows Secure Copy) is a free and open-source SFTP client for Microsoft Windows.

Once you open the application, choose to create a new site in the left-hand window. Make sure your file protocol lists SFTP

Copy the hostname and password into the username in the appropriate fields. Visit the "Transferring via SFTP" section of this article to understand how to obtain hostname and username fields in Everlaw. 


Download the private key from Everlaw onto your machine. To enter the private key, select the advanced settings dropdown and choose ‘Advanced’.

Navigate to the “Authentication” settings under “SSH” and click on the three dot menu next to the ‘Private key file:’ line.

To select your private key, navigate to the folder containing the file and change the file type to accept ‘All Files’. WinSCP will need to convert your key file to a ppk file. Select your key file and click “Open’.

WinSCP will ask if you would like to convert the key to PuTTY format. Click ‘OK’ and save the file.

Click ‘OK’ to close the advanced window dialog and then click ‘Login’ to complete your connection. Once you are authenticated, you will see a window like the below.

The left-hand side represents your machine and the right-hand side represents the AWS SFTP location. You can navigate to the appropriate file location you would like to store your file on the left. Once there, simply drag and drop your file from the right into the new location. A progress bar will appear so you can track the completion of the download.

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