File Management Using PAM360

Managing files on remote machines is an essential part of system maintenance and other routine operational activities. PAM360 supports secure transfer of files between your local machine and remote resource during a privileged remote connection or between two remote machines using SFTP and SCP protocols.

The supported file transfer options include:

1. File Transfer between your machine and remote resources via SSH File Transfer Protocol (SFTP) without initiating a separate remote connection.
2. Bidirectional file transfer between two remote devices using SFTP without initiating a separate remote connection.
3. Secure file transfer between your local machine and remotely connected privileged resources via Secure Copy Protocol (SCP) during RDP and Legacy SSH remote connections.

This help document covers the following topics in detail:

1. Secure File Transfer Protocol (SFTP)
2. Bidirectional File Transfer via SFTP

1. Transferring Files Between Local and Remote Machines via SFTP

PAM360 allows you to securely transfer files between your local machine and remote machine using SFTP without launching a remote connection. Additionally, You can delete files or folders in two ways: from a directory on the remote machine and from a particular account.

Follow these steps to upload or download files from a remote machine directory to your device using SFTP:

1. To initiate secure file transfer from the Connections tab, navigate to the required category in the Remote Connections Tree, select the desired resource, and view the available options in the Accounts pane. Under Local Accounts, hover over the required account and click Secure File Transfer.
   
2. Alternatively, to initiate secure file transfer from the Resources tab, select the desired resource from the Resources pane. In the Account Details window, click Open Connection next to the required account and choose SFTP from the available options.
   
3. PAM360 will now authenticate the connection to the remote machine and list all available directories on the remote machine under the remote directory section. Here, you can view all the available folders on the remote machine.
4. To upload files to the remote machine from your device, click the Browse button beside the Choose File field, select the desired file from your machine, choose the destination folder in the remote directory where you want to upload the selected file, and click the Upload button. The selected file will be uploaded to the remote machine. Once the file upload is complete, a confirmation message will be displayed on the screen.
   
5. To download files from the remote machine to your device, navigate to the desired folder on the remote machine, select the files you want to download, and click the Download button. The selected files will be downloaded to your machine.
   
6. Once the download is complete, a confirmation message will be displayed on the screen.
7. You can delete files or folders in two ways; from a directory on the remote machine and from a particular account. You can either choose files individually or in bulk from the remote directory. However, you can select folders individually for the deletion. Click Delete after selecting the desired files or folder.
   

2. Bi-directional File Transfer Using SFTP

PAM360 provides a secure and efficient way to transfer files between two remote systems using the Secure File Transfer Protocol (SFTP). Through the web interface, you can establish bidirectional file transfers between folders located on different machines, leveraging either local or domain account credentials. During Bidirectional File Transfer via SFTP, PAM360 establishes a secure and encrypted connection to the remote resources and lists all accessible directories, allowing you to transfer files without initiating a separate remote connection. This ensures authenticated connections and secure transfer of large files. You can also delete files and folders within the remote directory during an SFTP session.

This section outlines the steps required to initiate a secure file transfer, connect to remote machines using appropriate credentials, and manage transferred files directly through the PAM360 console without initiating a separate remote connection.

Follow these steps to securely transfer files between two remote machines via PAM360:

1. Navigate to the Connections tab and click the Secure File Transfer option on the left pane. You will see two sections where the left represents the source folder, and the right represents the destination folder.
   
2. Use the drop-down menus to choose the appropriate Resource Name and Account Name for each machine.
   1. If you select the Domain Account option, you will see the Auto logon using other domain accounts pop-up window, where the Use domain account radio button will be enabled.
      
   2. Select the domain account credentials you want to use to establish a connection to the selected resource by choosing the Resource Name and Account Name from the provided drop-downs.
      
3. Now, click Connect to establish a direct SFTP connection using the selected credentials.
4. If you have logged into PAM360 using the AD/Microsoft Entra ID/LDAP authentication, you can use your logged-in account credentials to connect to the remote machine. Enter your logged-in account password in the required field and click Connect. PAM360 will authenticate the connection, and the folders available on both remote machines will be displayed under the respective sections.
   
   

   Additional Detail

   If a ticketing system is integrated with PAM360 in your environment, provide a valid ticket ID for the SFTP session.

5. Choose the required file from one of the machines and click the relevant arrow icon in the middle to initiate data transfer between the selected paths. Similarly, choose the file or folder you want to delete individually from the remote directories and click the Delete icon to remove the item from the remote machine directory.