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FTP Connectivity Solutions

Automate Tasks in Power Automate Using the CData API Server and FTP ADO.NET Provider



Automate actions like sending emails to a contact list, posting to social media, or syncing CRM and ERP.

Power Automate (Microsoft Flow) makes it easy to automate tasks that involve data from multiple systems, on premises or in the cloud. With the CData API Server and FTP ADO.NET Provider (or any of 200+ other ADO.NET Providers), line-of-business users have a native way to create actions based on FTP triggers in Power Automate; the API Server makes it possible for SaaS applications like Power Automate to integrate seamlessly with FTP data through data access standards like Swagger and OData. This article shows how to use wizards in Power Automate and the API Server for FTP to create a trigger -- entities that match search criteria -- and send an email based on the results.

Set Up the API Server

Follow the steps below to begin producing secure and Swagger-enabled FTP APIs:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to FTP

After you deploy, provide authentication values and other connection properties by clicking Settings -> Connections in the API Server administration console. You can then choose the entities you want to allow the API Server access to by clicking Settings -> Resources.

To connect to FTP or SFTP servers, specify at least RemoteHost and FileProtocol. Specify the port with RemotePort.

Set User and Password to perform Basic authentication. Set SSHAuthMode to use SSH authentication. See the Getting Started section of the data provider help documentation for more information on authenticating via SSH.

Set SSLMode and SSLServerCert to secure connections with SSL.

The data provider lists the tables based on the available folders in your FTP server. Set the following connection properties to control the relational view of the file system:

  • RemotePath: Set this to the current working directory.
  • TableDepth: Set this to control the depth of folders to list as views.
  • FileRetrievalDepth: Set this to retrieve and list files recursively from the root table.

Stored Procedures are available to download files, upload files, and send protocol commands. See the Data Model chapter of the FTP data provider documentation for more information.

You will also need to enable CORS and define the following sections on the Settings -> Server page. As an alternative, you can select the option to allow all domains without '*'.

  1. Access-Control-Allow-Origin: Set this to a value of '*' or specify the domains that are allowed to connect.
  2. Access-Control-Allow-Methods: Set this to a value of "GET,PUT,POST,OPTIONS".
  3. Access-Control-Allow-Headers: Set this to "x-ms-client-request-id, authorization, content-type".

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. You can authenticate as well as encrypt connections with SSL. Access can also be restricted by IP address; access is restricted to only the local machine by default.

For simplicity, we will allow the authtoken for API users to be passed in the URL. You will need to add a setting in the Application section of the settings.cfg file, located in the data directory. On Windows, this is the app_data subfolder in the application root. In the Java edition, the location of the data directory depends on your operation system:

  1. Windows: C:\ProgramData\CData
  2. Unix or Mac OS X: ~/cdata
[Application] AllowAuthtokenInURL = true

Add FTP Data to a Flow

You can use the built-in HTTP + Swagger connector to use a wizard to design a FTP process flow:

  1. In Power Automate, click My Flows -> Create from Blank.
  2. Select the Recurrence action and select a time interval for sending emails. This article uses 1 day.
  3. Add an HTTP + Swagger action by searching for Swagger.
  4. Enter the URL to the Swagger metadata document: https://MySite:MyPort/api.rsc/@MyAuthtoken/$oas
  5. Select the "Return MyDirectory" operation.
  6. Build the OData query to retrieve FTP data. This article defines the following OData filter expression in the $filter box:

    FilePath eq '/documents/doc.txt'

    See the API Server help documentation for more on filtering and examples of the supported OData.

Trigger an Action

You can now work with MyDirectory entities in your process flow. Follow the steps to send an automated email:

  1. Add an SMTP - Send Email action.
  2. Enter the address and credentials for the SMTP server and name the connection. Be sure to enable encryption if supported by your server.
  3. Enter the message headers and body. You can add FTP columns in these boxes.