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Local Storage

Learn how to connect Couchdrop to a Windows or OSX File Server

Overview

Couchdrop can connect to file storage hosted on Microsoft Windows or Apple macOS using the Couchdrop agent.

The agent can run on the file server itself, another server, or a virtual machine. It authenticates to Couchdrop using an Agent Token and communicates with Couchdrop over secure HTTPS connections.

Where possible, install the agent on a separate virtual machine and connect the required file storage using mapped network drives rather than installing the agent directly on the target file server.

How the agent works

The Couchdrop agent provides the connection between Couchdrop and storage accessible from the machine where the agent is installed.

The agent:

  • Authenticates using the Agent Token generated in Couchdrop

  • Communicates with Couchdrop over secure HTTPS connections

  • Can run directly on a server or on a separate virtual machine

  • Can access file storage exposed to that machine, including mapped network drives

Using a separate virtual machine can keep the Couchdrop agent isolated from the target file server while still providing access to the required storage.

How to connect a Windows or macOS server

Before you start

1

Add a new connection

In Couchdrop, add a new connection and select Windows/OSX Server from the list of available connections.

Enter a Name for this integration and select the Couchdrop folder path where the connection will appear.

2

Generate your Agent Token

Click Generate Agent Token.

Copy the generated token before leaving the page.

3

Download the Couchdrop agent

Download the agent that matches the system where it will run:

  • Windows

  • OSX x64

  • OSX arm64

Log in to the target server or virtual machine using an administrator account, then install and launch the agent.

We recommend running the Couchdrop agent on a separate virtual machine where possible, then connecting your file server through mapped network drives.

4

Connect the agent to Couchdrop

Paste the Agent Token you generated in Couchdrop into the agent configuration and click Connect.

After the connection is established, the agent status should show that the server is connected to Couchdrop.

5

Test and save the connection

Return to Couchdrop and test the connection.

Once Couchdrop confirms that the agent is connected, save the connection configuration.

You can optionally apply Transfer Shield.

Transfer Shield can surface or block unexpected, non-compliant, or malicious files uploaded through the connection. Select a content rule group if you want Transfer Shield controls applied.


Frequently asked questions

Should I install the Couchdrop agent directly on my file server?

Where possible, no. We recommend installing the agent on a separate virtual machine and connecting the required file storage through mapped network drives.

Which operating systems are supported?

The agent supports Microsoft Windows and Apple macOS. Couchdrop provides downloads for Windows, OSX x64, and OSX arm64.

For Windows systems, Windows 10 or above is required.

Can I connect a mapped network drive?

Yes. The recommended deployment is to run the agent on a suitable virtual machine and connect the target file storage using mapped network drives.

Can the agent connect through a proxy server?

Yes. If internet access is only available through a proxy, you can configure HTTP, HTTPS, or SOCKS proxy details in the Couchdrop Cloud Connector configuration.

Proxy settings and shortcuts to the configuration files are also available from the agent Settings menu.

See Proxy configuration for configuration examples.

Does the agent require inbound firewall ports?

No. The Couchdrop agent communicates with the Couchdrop control plane and APIs over HTTPS, so additional inbound ports do not need to be opened.

If your organization restricts outbound traffic using a firewall, proxy, or web filter, you may need to allow the Couchdrop domains and addresses listed under Server Requirements.

How does the agent authenticate with Couchdrop?

The agent uses an Agent Token generated when configuring the connection in Couchdrop.

The token can only be viewed once, so copy and store it securely when it is generated.

How does the agent authenticate with Couchdrop?

The agent authenticates using an Agent Token generated when you configure the Windows/OSX Server connection in Couchdrop.

The token can only be viewed once. Copy and store it securely before leaving the configuration screen.

Where can I find the Couchdrop agent logs?

On Windows, the agent logs are stored by default in:

You can also open the local logs and configuration files from the Settings gear within the Couchdrop agent.

See Logging and Debugging for more information.

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