Working with Files in PAM360

PAM360 lets you perform bi-directional file transfer between two systems through the SSH File Transfer Protocol (SFTP). Accomplish this by installing the SFTP server in the target remote systems. There is no proposed size limit for file transfer through the SFTP file transfer mechanism, therefore allowing PAM360 to authenticate the connection and securely transfer large files without the risk of security breaches. Besides file transfer, PAM360 permits bi-directional upload and download of files between your machine and the remote connection you have established, without the need for an actual remote session. This upload and download mechanism is made possible through the Secure Copy Protocol (SCP). For upload and download mechanisms, there is a file size limit of 6 GB and 300 MB respectively.

There are three ways to handle files in PAM360:

  1. Uploading Files
  2. Downloading Files
  3. Bi-directional File Transfer

Prerequisite

For a successful file transfer, it is mandatory to install the SSH File Transfer Protocol (SFTP) server in all the target remote systems that will be involved in file transfer functions.

1. Uploading Files

You can upload files in two ways; to a directory in the remote system and to a particular account.

1.1 Uploading Files to Remote System Directory

Follow the below steps to upload files to a directory in the remote system from your local machine:

    1. Navigate to Connections tab and click the name of a resource from the left pane. Now, the display area on the right will display all the accounts that belong to the selected resource.
    2. Hover your mouse over the thumbnail of an account, click the vertical ellipsis and click Secure File Transfer.
    3. Secure File Transfer dialog box will open up, in which PAM360 will authenticate the connection and all the directories in that system will be listed below under Choose Path. Click the required directory name to choose it.
    4. Click Browse and choose a file to upload from your local computer.
    5. Choose the required directory and click Upload. The maximum file size allowed is 6 GB.

    1.2 Uploading Files to Account

    Alternatively, to upload a file to a particular account, follow the below steps:

    1. Navigate to the Resources tab, click the name of the required resource and the Account Details dialog box appears.
    2. Beside the required account, click the Open Connection icon and click SFTP from the drop-down. The Secure File Transfer dialog box will open up. Here, click the required directory name under Choose Path.
    3. Click Browse and choose a file to upload from your local computer.
    4. Choose the required directory and click Upload. The maximum file size allowed is 6 GB.

    You will get a confirmation message once the file is uploaded successfully. In case of an upload failure, check Audit >> Resource Audit for more details.

    2. Downloading Files

    You can download files in two ways; from a directory in the remote system and from a particular account.

    2.1 Downloading Files from Remote System Directory

    Follow the below steps to download files from a directory in a remote system to your local machine:

    1. Navigate to Connections tab and click the name of a resource from the left pane. Now, the display area on the right will display all the accounts that belong to the selected resource.
    2. Hover your mouse over the thumbnail of an account, click the vertical ellipsis and click Secure File Transfer.
    3. The Secure File Transfer dialog box will open up, in which PAM360 will authenticate the connection and all the directories in that system will be listed below under Choose Path.
    4. Click the required folder to display all the files and sub-folders present in it. Choose a file and click Download. The maximum file size allowed is 300 MB.

    2.2 Downloading Files from Account

    Alternatively, to download a file from a particular account, follow the below steps:

    1. Navigate to the Resources tab, click the name of the required resource and the Account Details dialog box appears.
    2. Beside the required account, click the Open Connection icon and click SFTP from the drop-down. The Secure File Transfer dialog box will open up. Here, click the required directory name under Choose Path.
    3. Click the required folder to display all the files and sub-folders present in it. Choose a file and click Download. The maximum file size allowed is 300 MB.

    In case of a download failure, check Audit >> Resource Audit for more details.

    3. Bi-directional File Transfer

    PAM360 lets you transfer files between two folders residing in different remote systems, right from the PAM360 web interface. Follow the below steps to initiate file transfer between two systems.

    1. Navigate to Connections tab and click Secure File Transfer on the left pane.
    2. In this section, you will find two columns. The left column is for the origin folder and the right column is for the destination folder.
    3. In both the columns, use the Resource Name and Account Name drop-downs to choose a resource and a corresponding account and click Connect. PAM360 will authenticate the connection and all the folders in both of the systems will be listed below.
    4. Choose a folder or a file from either of the columns and click the arrow icons in the middle to transfer files or folders between the two chosen paths.

    Once the file transfer is done, the transferred file will be displayed in the destination directory which you selected. In case of transfer failure, check Audit >> Resource Audit for more details.

    Notes:

    1. To perform file transfer on a resource for which Password Access Control is enabled, you need to send a password request. Once the resource owner approves your request, PAM360 will allow you to perform file transfers on that resource for the duration of your access.
    2. Secure File Transfer works only for users with File Transfer permission in their user role. The two types of default user roles that have the File Transfer permission are:
      1. Admin roles (Administrators, Privileged Administrators, and Password Administrators)
      2. Connection User role.
    3. The Secure File Transfer function works only on two conditions:
      1. File transfer must be performed on resources that run on operating systems supported by PAM360. The operating system types supported by PAM360 are: Windows, Windows Domain, Linux, Mac, Solaris, HP UNIX, IBM AIX, HPUX, and JunOS.
      2. The target resources must have the Secure File Transfer Protocol (SFTP) installed.

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