Configuring SFTP for Windows

  • Updated

This topic describes how to set up secure file transfer via Secure File Transfer Protocol (SFTP) for Windows using WinSCP. File transfer is often needed for data exchange when integrating external systems with Optimizely Campaign.

Configuration steps

  1. Downloading and installing WinSCP
  2. Creating a key pair
  3. Transmitting keys to Optimizely
  4. Establishing a WinSCP connection

Step 1: Downloading and installing WinSCP

  1. Click
  2. Click Download.
  3. Run the setup program.

Step 2: Creating a key pair

  1. Run the PuTTYGen program (part of WinSCP).

    Image: PuTTY Key Generator

    1. Parameters: Select RSA (Optimizely only supports RSA).
    2. Number of bits in a generated key: Enter 2048.
    3. Click Generate.
  2. Make random computer mouse movements across a gray field to generate key values. A progress bar indicates the progress.

    Image: Generation in progress

    When generation is completed, the keys are displayed.

    Image: PuTTY Key values

  3.  Fill in the fields as follows:
    1. Key comment: Enter a description such as "Optimizely Campaign-<your_companyname>".
    2. Key passphrase: Enter a password. For security reasons, use at least an eight-digit word containing letters, numbers and special characters.
    3. Confirm passphrase. Enter the password again.
  4. Click Save public key.
  5. Click Save private key.

Step 3: Transmitting keys to Optimizely

  1. Copy the public key and email it to Optimizely customer support.
  2. Copy the key fingerprint and email it separately to Optimizely customer support.

    For security reasons, do not send the public key and key fingerprint together.

  3. Optimizely sends a confirmation when your SFTP access is active.

Protect your keys from unauthorized access. If lost, immediately contact Optimizely and generate a new key pair as described above.

Step 4: Establishing a WinSCP connection

  1. Launch the WinSCP program.
  2. In the login window, click New Site.

    WinWinScp 2024-01-10.png

  3. Fill out the information as follows.
    • Host name: Enter
    • User name: Enter name as provided by Optimizely.
  4. Click Advanced...
  5. Select EnvironmentSFTP.
  6. Select SSH > Authentication, click Browse (...) in Private key file and select the previously generated private key.

    Image: Browse for Private key file

  7. Click OK.
  8. Click Save, enter a name for the connection, and click OK.
  9. In the WinSCP login window, select the connection name and click Login.