California ISO MRI-Settlements Secure File Transfer Protocol (SFTP) Connectivity Instructions
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1 California ISO MRI-Settlements Secure File Transfer Protocol (SFTP) Connectivity Instructions Version: 1.0 March 28, 2014 Prepared By: IT/Business Solutions/INambiar Page 1
2 Revision History Date Version Description 3/28/ Initial Version Prepared By: IT/Business Solutions/INambiar Page 2
3 CAISO Secure File Transfer Service Connectivity Instructions for MRI- Settlements (MRI-S) Access to the MRI-Settlements (MRI-S) SFTP Site is granted based on approved access rights to the CAISO MRI-S Application that is available on CAISO s Market Participant Portal (MPP). If you currently do not have access to MRI-S SFTP, please complete the SFTP Application Access Request/Change Form at: Make sure, in the Action section of the AARF to choose Add or Remove next to MRI-S. Once the access is approved CAISO will create the username (Integration (Server to Server)), private/public key pair and private key pass phrase and send the keys to the requester. CAISO limits access to MRI-S SFTP integration device accounts. MRI-S SFTP Production sfts.caiso.com - port 22 2 IP Addresses need to be configured in your firewall over port 22 for failover capability MRI-S SFTP Market Simulation Sfts-ms.caiso.com port The following example describes the process for importing an SSH RSA 2048 bit private key into your client for connectivity to the CA ISO Secure File Transfer Protocol (SFTP) Service. This process will be similar for other Secure FTP clients (GlobalScape CuteFTP Professional, WS_FTP Pro, etc.). The requirement for connection to the CAISO SFTP is based on SSH for SFTP and not a particular client. If a Market Participant (MP) requires SFTP Client specific assistance with installing the private key provided by CAISO, please contact Sean Whaley at sswhaley@caiso.com Prepared By: IT/Business Solutions/INambiar Page 3
4 CAISO has internally validated the following SFTP clients Attachmate Reflections for a secure IT 6.1 or greater CUTE FTP 8 Pro or greater WS_FTP Professional 2007 or greater Core FTP LE Version 2.2 or greater The following screen shots are for illustration purposes only. The actual procedure will vary with the MP s SFTP client of choice. Core FTP LE specific instructions Create a Site as shown below. Prepared By: IT/Business Solutions/INambiar Page 4
5 Click the Advanced Button located to the right of the Host / IP / URL field and select the checkboxes as shown. Prepared By: IT/Business Solutions/INambiar Page 5
6 Choose the SSH section in the left column, select the path to your CAISO provided private key file (the file without the.pub extension), and fill in the CAISO provided password. Click OK. Prepared By: IT/Business Solutions/INambiar Page 6
7 You are now ready to connect to the CAISO SFTP Service. Highlight the site you created and click the connect button. If you have any issues with the above process contact Sean Whaley at for assistance. Prepared By: IT/Business Solutions/INambiar Page 7
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