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Publish to an FTP, SFTP, or a File System instance

Learn how to configure and publish to an FTP server, a Secure FTP server, or a File System.

How to publish

You can generate the output of your project in RoboHelp and then publish the output to an external server using file transfer protocol (FTP), secure file transfer protocol (SFTP), or a file system. To do so, first setup a publishing profile providing information about the FTP, SFTP, or file system instance. Edit an output preset, select the publish profiles you want to use, and then publish content.

Configure a publish profile

To create and configure a profile:

  1. Choose Edit > Publish Profiles.

    The Publish Settings dialog box opens. 

  2. Click  to create a new profile.

  3. In the Server Type field, select the type of server as FTP, SFTP, or File System. Default is SharePoint Online.

    Except for Name, other fields in the dialog box change based on the server type selected.

  4. In the Name field, modify the default profile name if required.

  5. For the FTP server type, do the following:

    • Address Specify the domain name of the server or its IP address.

    Note: Port is not required in the address. 

    • Anonymous User Select this field to publish content as an anonymous user. Sign-in credentials are not required for anonymous users. If you do not want to publish as an anonymous user, enter your sign-in credentials in the UserID and Password fields.
    • Server Directory Specify the path on the server to which you want to publish content. For example, specify / for root folder, specify /folder1/folder2 for folders and subfolders. If the specified subfolder does not exist, RoboHelp creates it and copies files inside the new subfolder.
    • Port Specify a port. The default is 21.
  6. For the SFTP server type, do the following:

    • Address Specify the domain name of the server or its IP address.

    Note: Port is not required in the address. 

    • UserID and Password SFTP servers support only username and password sign-ins. Enter your sign-in credentials.
    • Server Directory Specify the path on the server to which you want to publish content. For example, specify / for root folder, specify /folder1/folder2 for folders and subfolders. If the specified subfolder does not exist, RoboHelp creates it and copies files inside the new subfolder.
    • Port Specify a port. The default is 22.
  7. For the File System server type, in the Destination Path field, specify the path on your network to which you want to publish the content. Only absolute paths are supported. RoboHelp copies files at the path you provide without creating any sub-folder for the output.

  8. Click Save.

    RoboHelp saves the profile and displays the profile name under the Profiles column. To edit a profile, click the profile name and edit its fields. To delete a profile, click  against it.

Publish to an FTP or SFTP server or a file system

You can configure an output preset to link it to the FTP, SFTP, or File Transfer publish profile, and then publish your content to multiple servers.

  1. Click the Output tab in the standard toolbar. Output Presets is the default selection in the Output toolbar. 

  2. In the Output Presets panel, double-click an output preset to edit it. 

  3. In the output preset editor, click the Publish tab to view the servers created across projects.

    You can also edit server information here or in the Publish Profiles dialog box, which you can launch by clicking 

  4. Select the profiles (servers) to which you want to publish content.

  5. Select Republish All to republish entire content, including updates, if content was previously published to a specific server. If this field is not selected, RoboHelp publishes only content updates, not the entire content.

  6. To publish to the selected profiles (servers), right-click the output preset and click Publish.

    If you selected multiple servers, RoboHelp publishes in parallel. Two prompts appear, one displays publishing information (such as the file being published, preset name, and server name) and the other displays publishing status.

    Note:

    RoboHelp also creates log files at %/AppData/%/Local/Temp/RHTMP. To view log files, right-click the output preset and click View Publish Log. If you published content to multiple servers, the log file shows publishing information (success or failure and errors) about all servers.

  7. To view published content, click  in the Results column against the published profile.

    If publishing fails, the Results column does not show the  icon. 

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