Reading Time: 5 minutesWhat is FTP?
You or your developer may want to have access via FTP (File Transfer Protocol) to the folders for the project or domain that is being worked on. FTP is a quick and easy way for someone to connect to their project, without having to have full access to RDP into the server. An FTP user will only have access to the folders that are designated to them, limiting them in their own environment so as not to accidentally change other user’s files and file structure on their project/domain. In this tutorial, we will cover how to utilize FTP on a Core/Self-Managed
Dedicated server or
a VPS server, as well as a Plesk Server. Let’s jump right in!
Enabling FTP Services
The first thing that you need to check before creating an FTP user is to enable FTP on your server. To do that on a Core/Self-Managed server, we need to RDP to the server and open
Server Manager.
Once the server manager is open, in the top right corner, there are a few options:
Manage,
Tools,
View, and
Help. We want to click on
Manage, which will show a drop-down menu. At the top of the menu, click on the option
Add Roles and Features.
Once you have the
Add Roles and Features Wizard up, click
Next until you are at the
Server Selection.
Make sure your server is highlighted, by default, it should be. If so, you can click
Next which brings you to
Server Roles.
Server Roles are where you will find the features your server can have enabled separately, depending on your needs. We aren’t looking for anything but FTP at this time, so we won’t cover all of the features and services we find here. FTP services are going to be found under the role
Web Server. Click on the carrot next to Web Server. There are 3 different options with checkboxes;
Web Server,
FTP Server, and
Management Tools. Dropping down the
FTP Feature will show the available FTP features.
If all of these are already checked, you can skip ahead to the
Adding and Assigning FTP Users section of this help article. However, if these are not checked, go ahead and check
FTP Server and
FTP Service. If your users plan on using ASP.NET services or IIS Manager, you will want to make sure you check
FTP Extensibility.
Once you have the FTP features selected, click on
Next a couple of times until you get to the
Confirmation page. At the top, you will see an option to “
restart the destination server automatically if needed“
. For installing FTP Services, a restart is not needed. We can leave this box unchecked and click on
Install. This install process shouldn’t take too long.
Adding an FTP User Account
Before we add an FTP site, we need to set up a user with some credentials. We do this by accessing
Computer Management.
On Windows 2012 and up, we can do this by right-clicking the
Start Menu button, and selecting
Computer Management. Here, under
System Tools, if we click the drop down carrot, we will see the
Local Users and Groups section. Double-click on
Users and a list of all the
Local Users will formulate. On the far right of the
Computer Management, once we have navigated to
Users, we see a
More Actions and will need to click on that to add a
New User.
Clicking on
New User will pop up a simple interface that asks for the user name, the user’s full name, a description for that user that serves as a description for you, the administrator, to recognize the purpose of this user. Fill out this information accordingly and type in a password for this user. Under
Confirm Password, we see that by default “
User must change password at next logon” is selected. Because this is strictly for FTP, we will uncheck that and check “
User cannot change password” and “
Password never expires”. Considering the FTP user will only have access to the destination you allow, it is not necessary to change the password.
Adding an FTP Site
Now that FTP Services are installed and a user is created, we need to head on over to the IIS Manager. This can be found in the
Start Menu, or by clicking on
Tools in
Server Manager as we did before, but clicking on
Internet Information Services (IIS) Manager.
Here is the
IIS Manager, we need to create the FTP site that you will want this specific user to have access to. We do this by clicking on the drop-down carrot next to the server name, and then right-clicking on the folder that says “
Sites“.
A menu will pop up, with the option to
Add FTP Site. Enter the name you wish to give this FTP site. Select a
Physical path, where you want the user for this FTP site to have access. Do this by either typing in the direct path, or selecting the 3 dots next to the entry bar and physically selecting the folder you wish to assign this FTP site.
Clicking next will bring you to
Bindings and SSL settings. If you have any specific IP address that is assigned to a domain that is being used for this FTP Service, you need to make sure that the
IP address is selected by dropping down the bar.
If all sites are taking advantage of Windows SNI (Server Name Identification) than you can leave this set to
All Unassigned, if you wish to use a different port than the default FTP port, go ahead and type that in under
Port. But if this is just a basic FTP instance for everyday purposes, go ahead and leave that port at the default
21. Next, you want to make sure that “
Start FTP Site automatically” is selected. Unless of course, you want to manually allow the user to connect to their FTP site only when you designate by starting the page in IIS. Select
No SSL and click
Next for this FTP Site. In this tutorial, we will not be covering setting up an SSL for this specific FTP Site. If you do already have an SSL that you have added to the server for this purpose, you need to make sure that
Allow or
Require under
SSL is checked, and select your SSL on the drop down bar labeled
SSL Certificate.
Now we have been brought to the
Authentication and Authorization section. Here at the top are two options for
Authentication. Make sure that both boxes are checked. Finally, we have the
Authorization section where we would select the groups or users we want to allow to be able to log into this FTP Site.
Setting Up the Windows Firewall
Now that we have the FTP site all set up and ready to go, we do need to set up the firewall rules. Open up your firewall by clicking on
Start, scrolling to
Windows Administrative Tools, and clicking on
Windows Firewall with Advanced Security.
We need to set some rules on the
Inbound Rules section, so click on that first. It’s in the top right corner. After clicking on Inbound Rules in the top right corner under
Actions, you will see a section called Inbound Rules. Under that category should be
New Rule.
You may have to click on the arrow next to Inbound Rules to see this. Click on the
New Rule…
And you will be selecting the
Rule Type. For FTP we will be using
Port, so click on that and
Next. Now you will see
Protocol and Ports. For Protocol, use the setting TCP. For
Specific local ports type
21,
5001-5051 and click on
Next.
Now we have the
Action section. By default, “
Allow the connection” is selected. Keep this the way it is and press
Next. Now you will be prompted for when this rule will apply.
We want it always to apply so keep each network connection type box checked. There are three:
Domain,
Private, and
Public. Click
Next, and you will be naming the firewall rule. We suggest just naming it
FTP Connection or something of the sort.
You should be all set. Go ahead and log into another computer, use your favorite FTP client (such as Filezilla), enter the IP address as a host, and your newly created username and password, port number, and click
connect. You are now connected FTP to your designated pathway on your server.
FTP on a Plesk Server
This process is a lot faster and much simpler. Here are several links regarding
setting up FTP users and
Uploading Files on a Plesk Windows Server.
You did it! You have successfully set up an FTP site so that you or the developers can now edit, copy, and remove files from their designated folders smoothly.
