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Cloudbizz Manager

Cloudbizz - Onboarding

 

Onboarding

Cloudbizz onboarding service can be used with WinSCP, It is a popular SFTP client and FTPS client for Microsoft Windows, and you can use this software to transfer your customers files to our onboarding server by following this tutorial

Contents:


  1. How get access to the Onboarding service

  2. Download WinSCP client

  3. Install WinSCP

  4. First connection

  5. how to transfer data to Cloudbizz

1. Onboarding Service


Login to our panel

  •  Click on Services in Customer Functions under the desired customer






  • Before provisionning Onboarding service, you need to provison your applications like Winbooks, FileSharing, BOB50, Kluwer... 




  • After provisionning your desired applications you can expand the Onboarding service and under (1 - Onboarding) you can see where this service will provide you access to.

  • (2) Please fill your email address to receive your credentials



3. Install WinSCP


  • Click on Install for all users                                                      











  • Click on Accept








  • Click on Next



 







  • Check "Commander" and click on Next









  • Click on Install










  • Uncheck "Open Getting started page" and
    Click Finish




                                  

4. First connection

Leave File protocol to SFTP

  1. Host name = migration.cloudbizz.com

  2. Port number = 7822

  3.  Enter username that you received from our panel

  4. Enter password that you received from our panel

  5. Click save if you want to save those settings

  6. Click Login










Click on yes when you receive the Warning







5. How to transfer data to Cloudbizz

 






1. In the left pane select files / folders that you want to transfer to the right pane (2)

2. The right pane is where you want to transfer your data

 





1. When you have selected files or folders in the left pane, click on Upload

 

 


 


1. Check Transfer in backgroud (add to transfer queue)

2. click on OK to start the transfer

3. If you want to preserve folder creation date click on Transfer settings...

                          And select Including directories then press OK                               




Activation Secure Connect MFA in Cloudbizz Panel


Activate Multi-factor Authentication (MFA)

1. Provision service on Customer level

  • Open customer services in panel:

  • Provision Service Secure Connect (MFA)


2. Activate MFA on user level. 

  • Go to concerned user in "All Users" and open his services

  • Select Secure Connect (MFA)

  • Fill in Email Address and Mobile Phone number

  • Select Passcode Delivery Method

  • Provision

Passcode Delivery Methods: 

1. CensorNet Application: Through SMS Passcode Application on Android and IOS

2. Email

3. SMS