How to copy/paste files and data in an RDP session through CAPAM.

Products

CA Privileged Access Manager - Cloakware Password Authority (PA) CA Privileged Access Manager (PAM)

Issue/Introduction

How to copy/paste data and share documents when you are in an RDP session

When you are in CAPAM and connect an RDP session to a Windows server, you may want copy a document to that target server or some bits of data such as a password. If you attempt and are unsuccessful, it most likely means that copy and paste are not setup at all. In addition, an RDP Access Method needs to be configured to utilize this process once its enabled. These functions need to be enabled before you attempt to copy and paste.

Environment

Release:
Component: CAPAMX

Resolution

A - Setting up to enable copy and paste:

Go to Global Settings, and down to Applet Customization and click on "Configure Terminal Settings".
Look for "Applet Copy/Paste:" and "RDP Drive Mapping:" and make sure the pulldown is set for "Enable".
Go to your own desktop and create a new folder under Computer - C:/ to hold or receive the files. Make sure that you have permissions to at least read and write in that folder.

B - Copy and paste from your desktop to the target server:

Click on the Access icon on the Dashboard, and look under Access Methods for the RDP session. Place you mouse pointer over the RDP Access Method but do not click on it and the following will appear: a popup with the Target name, a dropdown for Screen Resolutions, and check boxes for Drive Mappings and Learn Mode.
Check off the Drive Mapping for C:/ (or D:/ if available), whichever is the preferred drive to use and click Launch.
An RDP login screen appears, enter your user login and credentials.
Navigate to the Drive (C: is the default) that you selected for copying and pasting files.
Click on the Computer Icon and find the drive and shows “C on Xsuite System Folder”.
Click on and open the designated folder to share your files.
Go to your Desktop and click on Computer and open the designated folder as well.
Now if all is setup correctly, you can select a file from your desktop and drag into to the designated folder on your desktop C:/ drive, or copy and paste the file into it.
Go to the RDP session and check the designated folder there. You may have to refresh the folder by doing a right click and refresh the screen and the file will appear.
If you only need to copy some data, you can highlight and copy data to a text document from your desktop to the target server.

C - Copy and paste from the target server to your desktop

Click on the Access icon on the Dashboard, and look under Access Methods for the RDP session. Place you mouse pointer over the RDP Access Method but do not click on it and the following will appear: a popup with the Target name, a dropdown for Screen Resolutions, and check boxes for Drive Mappings and Learn Mode.
Check off the Drive Mapping for C:/ (or D:/ if available), whichever is the preferred drive to use and click Launch.
An RDP login screen appears, enter your user login and credentials.
Navigate to the Drive (C: is the default) that you selected for copying and pasting files.
Click on the Computer Icon and find the drive and shows “C on Xsuite System Folder”.
Click on and open the designated folder to share your files.
Go to your Desktop and click on Computer and open the designated folder as well.
Select a file from your target server and drag into to the designated folder on your target C:/ drive, or copy and paste the file into it.
Go to your desktop and open the designated folder, the file should already be there. You may have to refresh the folder by doing a right click and the file will appear.
If you only need to copy some data, you can highlight and copy data to a text document from the target server to your desktop.

Additional Information

1 - You may need to change settings on your target server to allow copy paste to occur on that server.

2 -You cannot copy or drag a file from your desktop to the RDP session folder.