On-prem files

Workato's On-prem files connector allows you to access files within a secure network, such as files behind a corporate firewall that can't be accessed directly.

CONTROL ON-PREM FILE ACCESS

Use the On-prem files privilege to manage who can access, create, edit, and delete on-prem files using this connector.

How to connect to On-prem files

PREREQUISITES

This connector requires an active on-prem agent. Refer to the following guides to set up an on-prem agent:

• Create an on-prem group
• Add an agent to a group
• Run an agent

Complete the following steps to connect to the On-prem files connector:

1

Click Create > Connection.

2

Search for and select On-prem files on the New connection page.

3

Provide a name for your connection in the Connection name field. On-prem files connection using on-prem agent

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the On-prem group drop-down menu to select the on-prem group you plan to use.

6

Specify the folder to use as the starting location for relative paths in the Base field.

7

Click Connect to complete the setup.

Working with the On-prem files connector

File paths

Inputs for this connector use relative paths. You can define the starting point for these paths in your agent's config.yml file or when you configure your connection in Workato.

• Absolute path

• Specifies the full location of a file or folder, starting from the root file. For example: C:\folder1\folder2\filename.csv.

• Relative path

• Specifies the location of a file or folder in relation to the location of another file or folder. For example: ..\folder2\filename.csv.

Usage example

The following config.yml file defines the base path as /Users/admin/projects:

files:
  projects:
    base: /Users/admin/projects

To point to /Users/admin/projects/engineering/2018_roadmap.csv using this base path, use the relative path /engineering/2018_roadmap.csv.

File name wildcards

Wildcard characters are supported in this connector.

• Single character wildcard ?

• Represents one instance of any character. For example, Report_draft_?.pdf can represent Report_draft_1.pdf, Report_draft_2.pdf or Report_draft_3.pdf.

• Multiple character wildcard *

• Represents zero or more instances of any character. For example, Report_draft*.pdf can represent Report_draft.pdf, Report_draft_1.pdf, Report_draft_2.pdf or Report_draft_3.pdf.

REGEX FORMULAS

Alternatively, you can switch the inputs field to formula mode to use Regex.

Usage example

For example, a single folder may contain multiple files following different naming conventions:

• 📂 ProductHour
  • 📄 Attendees_2018_10_29.csv
  • 📄 Attendees_2018_11_01.csv
  • 📄 Mailing_list.csv
  • 📊 Slides_2018_10_29.pptx
  • 📊 Slides_2018_11_01.pptx

You can use wildcard characters to filter the files in this folder :

Use case	Filter	Output
Return all csv files with attendee information	Attendees*.csv	Attendees_2018_10_29.csv Attendees_2018_11_01.csv
Return all presentation slides from November	Slides_2018_11_??.pptx	Slides_2018_11_01.pptx