Onboarding: Manually Uploading Files to Lotame S3

OVERVIEW

This page discusses uploading a file to a Lotame-owned AWS S3 bucket for Lotame's Onboarding product. 

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Uploading with an AWS S3 Client Application

Multiple AWS S3 applications are available to install and use. Lotame does not specifically recommend any, but the example on this page will be done with CyberDuck which has Mac and Windows apps available for download. We know this specific application will work, but we provide no guarantees about others.

Full Upload Walkthrough

Note: The below is done with the Mac version of CyberDuck, but the Windows version is very similar, so these directions should map 1:1 without issue.

1. Open CyberDuck
2. Make the following change in Settings just once.
   1. In the menu bar, select Settings.
   2. Select S3 in the Settings menu.
   3. At the bottom, change the Default ACL dropdown to None, as shown below.

      

       
3. Click Open Connection
4. Select Amazon S3 in the drop-down menu at the top of the window that pops up.
5. Enter the following values, leaving the rest at defaults:
   1. Server: lotame-transfer-in-us-east-1.s3.amazonaws.com
   2. Access Key ID: <the access key provided by your Lotame Client Success rep> 
   3. Secret Access Key: <the secret key provided by your Lotame Client Success rep>

      

       
6.  Click Connect.
7. Once connected, click Go in the menubar of the app and then select Go To Folder.
8. Enter the base folder provided by your Lotame Client Success rep. Then, double-click the new directory to enter it. It will look something like /onboarding/in/client=12345.

   

    
9. For first time setup, you need to do the following. After this initial setup, these steps are no longer necessary.
   1. Right-click on the screen and select New Folder. Enter the name type=DATA or type=OPTOUT depending on the file type you are uploading. Then, double-click the new directory to enter it.

      

       
10. You can now upload your file(s). To upload, right-click on the screen and select Upload Files. Then, select the proper file(s) to upload.

    

     
11. Now, CyberDuck should show the file(s) you uploaded. The process is complete at this point, and Lotame automation will begin to upload the data to the Platform.

    

     

Deleting a File

To delete a file, right-click on it and select the Delete option.