Accessing Your Vault's FTP Server


Each vault in your domain has its own FTP staging server. = The FTP server is a temporary storage area for files you’re uploading to or extracting from Vault. 

Note that if you refresh your vault, all files will be removed from the FTP server.

Server URL

The URL for each staging server is the same as the corresponding vault, for example, veepharm.veevavault.com.

How to Access FTP Servers

You can access your staging server using your favorite FTP client or through the command line.

Use the following settings with an FTP client:

  • Protocol: FTP (File Transfer Protocol)
  • Encryption: Require explicit FTP over TLS (FTPS). This is a security requirement. Your network infrastructure must support FTPS traffic.
  • Port: This does not typically need to be added and will default to Port 21.
  • Host: {DNS}.veevavault.com. For example: “veepharm” is the DNS in veepharm.veevavault.com.
  • User: {DNS}.veevavault.com+{USERNAME}. This uses the same user name that you log in with. For example: veepharm.veevavault.com+tchung@veepharm.com.
  • Password: Your login password for this vault. This is the same password used for your standard login.
  • Login Type: Normal
  • Transfer File Type: Transfer files as binary

Staging Server Permissions

To download files from the staging server, you must have the standard Vault Owner or System Admin security profile or have a custom security profile that includes the FTP Staging > Access permission.

The staging server does not support SAML SSO authentication.

Vault Loader Details

To upload files to the root folder on the staging server, you must have the standard Vault Owner or System Admin security profile. Users with the FTP Staging > Access permission can upload files to a personal folder.

When referencing a file in a user’s personal folder on the staging server, you must include the user directory in the file path. For example, Clara is not a Vault Owner or System Admin. She can only upload files directly to vault1234/u5678, where 1234 is her Vault ID and 5678 is her user ID. Note that Clara can still make new directories inside of her user directory, such as /u5678/uploads.

To use files on the staging server with Vault Loader, users do not need access to the staging server. For example, one user with FTP access could upload files and another user without FTP access could create documents via Vault Loader that reference files on the staging server. 

FTP Inbox Details

The Inbox directory appears in the root directory.