FileAgent Knowledge Base
FileAgent documentation
Everything you need to install, configure, run, and trust FileAgent — automated transfers, the AI Assistant, credentials, schedules, logs, alerts, security, and administration.
Getting Started
Understand what FileAgent does, who it's for, and what to prepare before you install.
5 articlesInstallation
Install FileAgent on Windows or Linux, sign in, and keep it current.
- Install on Windows
- Install on Linux
- First login & setup
- How FileAgent runs
- Updating FileAgent
- Uninstalling
Setup & Configuration
Configure admins, the AI Assistant, users, licensing, alerts, certificates, and sign-in.
- Admin & system settings
- AI Assistant
- Users & roles
- Licensing & plans
- Notifications
- Certificates (HTTPS)
- Single Sign-On (SSO)
- Directory sign-in (LDAP)
- Security settings
- Backups & restore
Destinations & Credentials
Connect the storage systems FileAgent moves files between, and store credentials safely.
- Destinations & testing
- Local storage
- SMB shares
- FTP
- SFTP
- Amazon S3
- Azure Blob Storage
- Credential best practices
Jobs
Create, schedule, and manage the transfer jobs that do the work.
- Jobs overview
- Creating a job
- Source & destination
- Transfer modes
- Sync/Mirror
- Scheduled Purge
- Schedules
- Archive options
- File patterns & filters
- Conflicts, retries & timeouts
- Job history
- Editing & deleting jobs
Monitoring & Operations
Watch jobs run, read logs and statuses, and respond when something fails.
5 articlesSecurity & Trust
How FileAgent protects your data, credentials, and network — and how to deploy it safely.
- Security & trust overview
- Credential & data protection
- Network & permissions
- Backup & recovery
- Compliance-friendly practices
Troubleshooting
Fix the most common installation, connection, scheduling, and job problems.
- Start here
- Installation issues
- Service won't start
- Login & certificate issues
- License issues
- Connection failures
- Scheduled job didn't run
- Scheduled Purge issues
- Files moved incorrectly
- Performance issues