SFTP - OpenText Directory Services Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Directory Services

• Automated secure user and group provisioning for file transfer access
  Synchronize user and group records from OpenText Directory Services to SFTP-enabled systems so only approved employees, contractors, and partners can access designated folders. This supports onboarding and offboarding workflows, reduces manual account administration, and helps enforce least-privilege access for sensitive file exchanges.
• Role-based access control for partner file distribution
  Use directory-managed roles in OpenText Directory Services to determine which users can upload, download, or manage files through SFTP. For example, finance teams can receive audit files, while external auditors are restricted to read-only access in a dedicated transfer directory. This improves compliance and reduces the risk of unauthorized file handling.
• Secure partner onboarding and access revocation
  When a new supplier, retailer, or service provider is added in OpenText Directory Services, automatically create the corresponding SFTP account and folder permissions. When the relationship ends, disable access centrally in the directory and immediately revoke SFTP credentials. This shortens onboarding cycles and strengthens security governance.
• Directory-driven access to regulated document exchange workflows
  Integrate OpenText Directory Services with SFTP workflows used for regulated content such as financial statements, customer records, or compliance evidence. Directory attributes can determine which users may submit or retrieve files for specific business units, regions, or regulatory programs. This creates a controlled and auditable exchange process across teams.
• Centralized identity management for distributed SFTP endpoints
  Use OpenText Directory Services as the authoritative identity source for multiple SFTP servers across departments or geographies. Instead of managing local accounts on each server, identity and group changes are synchronized from the directory. This reduces duplication, improves consistency, and simplifies administration at scale.
• Audit-ready file transfer access reporting
  Combine SFTP transfer logs with directory identity data to show exactly which user or group accessed a file, when access was granted, and whether permissions were aligned to policy. This is valuable for internal audits, SOX controls, vendor reviews, and security investigations. It improves traceability and speeds up compliance reporting.
• Automated access for scheduled business file exchanges
  For recurring transfers such as product catalogs, pricing files, or manufacturing assets, use OpenText Directory Services to manage the business users responsible for each exchange. SFTP jobs can reference directory groups to determine who can place files in outbound folders or retrieve inbound files. This reduces operational errors and supports repeatable cross-team workflows.
• Emergency access control for disaster recovery file repositories
  Store backup and recovery files in SFTP locations and use OpenText Directory Services to tightly control who can access them during an incident. Directory-based approvals can grant temporary access to infrastructure, security, or application recovery teams. This helps maintain business continuity while preserving strong governance over critical assets.