CTERA Portal Datacenter Edition

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1 User Guide CTERA Portal Datacenter Edition September 2011 Version 3.0

2 Copyright CTERA Networks Ltd. All rights reserved. No part of this document may be reproduced in any form or by any means without written permission from CTERA Networks Ltd. Information in this document is subject to change without notice and does not represent a commitment on part of CTERA Networks Ltd. CTERA, C200, C400, C800, P1200, CloudPlug, NEXT3, Cloud Attached Storage, and Virtual Cloud Drive are trademarks, service marks, or registered trademarks of CTERA Networks Ltd. All other product names mentioned herein are trademarks or registered trademarks of their respective owners. The products described in this document are protected by U.S. patents, foreign patents, or pending applications. Tip For legal information and for the end user license agreement, refer to Legal Information (on page 291) in this guide.

3 i Contents Introduction About the CTERA Portal The CTERA Portal Datacenter Edition CTERA Portal Interfaces and Users About Cloud Attached Storage Understanding CTERA Provisioning About This Guide Contacting Technical Support Setting Up the CTERA Portal Introduction Requirements Workflow Importing the CTERA Portal OVF File Logging In to the CTERA Portal Server Changing the Server Root Password Setting Up Network Settings Performing Initial CTERA Portal Setup Installing a Certificate Creating DNS Records Starting and Stopping the CTERA Portal Upgrading the CTERA Portal Initializing the SSD Acceleration Managing Storage Pools Verifying That CTERA Portal Services Are Running Setting a Server to "Secondary" Mode Configuring CTERA Portal Replication Getting Started Browser Requirements Logging in to the CTERA Portal Using the CTERA Portal The Navigation Pane The Main Frame The Status Bar

4 Contents Navigating between Virtual Portals Accessing the Global Administration View Accessing Online Help Logging Out Configuring Global Virtual Portal Settings Configuring CTERA Portal General Settings Managing the CTERA Portal License Configuring Global DNS Settings Configuring Global Billing Settings Configuring Global Mail Server Settings Installing an SSL Certificate Configuring Virtual Portals Overriding Global Portal Settings Branding the CTERA Portal Managing User Accounts Accessing the User Account Manager Adding and Editing User Accounts Viewing User Accounts Provisioning User Accounts in Reseller Portals Setting Storage Quotas for Team Members Managing Devices for User Accounts Managing Folders for User Accounts Managing Folder Groups for User Accounts Configuring User Alerts Configuring User Accounts' Advanced Settings Enabling/Disabling User Accounts Using Active Directory Exporting User Accounts to Excel Applying Provisioning Changes Deleting User Accounts Managing Administrators Accessing the Staff Administrator Manager Adding and Editing Staff Administrators Configuring Staff Administrator Alerts Viewing Staff Administrators Exporting Staff Administrators to Excel Deleting Staff Administrators

5 Contents Accessing the Global Administrator Manager Adding and Editing Global Administrators Configuring Global Administrator Alerts Viewing Global Administrators Deleting Global Administrators Configuring an IP-Based Access Control List Managing Device Configuration Templates Accessing the Configuration Template Manager Adding and Editing Device Configuration Templates Viewing Device Configuration Templates Working with Backup Sets Selecting Applications for Backup Scheduling Automatic Cloud Backup Restricting Throughput Marking a Firmware Image as the Current Firmware Image Configuring the Automatic Template Assignment Policy Setting the Default Device Configuration Template Deleting Device Configuration Templates Managing Devices Accessing the Device Manager Editing Device Settings Viewing Devices Remotely Managing Devices and Their Files Exporting Devices to Excel Deleting Devices Managing Folders and Folder Groups Accessing the Folder Manager Adding and Editing Folders Viewing Folders Managing Folder Contents Changing Passphrases for Accessing Folder Contents Exporting Folders to Excel Deleting Folders Accessing the Folder Group Manager Adding and Editing Folder Groups Viewing Folder Groups Managing Folders for Folder Groups Changing Passphrases for Accessing Folder Group Contents

6 Contents Exporting Folder Groups to Excel Deleting Folder Groups Managing Subscription Plans Adding and Editing Subscription Plans Understanding Snapshot Retention Policies Viewing Subscription Plans Setting/Removing the Default Subscription Plan Exporting Subscription Plans to Excel Applying Provisioning Changes Deleting Subscription Plans Managing Add-on Packages Adding and Editing Add-on Packages Viewing Add-on Packages Exporting Add-on Packages to Excel Applying Provisioning Changes Deleting Add-on Packages Managing Vouchers Adding Vouchers Viewing Vouchers Sending Vouchers by Exporting Vouchers to Excel Deleting Vouchers Managing Invoices Editing Invoice Properties Viewing Invoices Processing Invoices Manually Exporting Invoices to Excel Canceling Invoices Customizing the Invoice Template Managing Invitations Configuring Invitation Settings Viewing Active Invitations Deleting Active Invitations Managing Virtual Portals Accessing the Virtual Portal Manager

7 Contents Adding and Editing Virtual Portals Viewing Virtual Portals Assigning Virtual Portals to Global Plans Adding Global Add-on Packages to Virtual Portals Exporting Virtual Portals to Excel Deleting Virtual Portals Managing Servers Accessing the Server Manager Editing Server General Settings Editing Server SMTP Settings Viewing Servers' Statuses Viewing Connected Devices Monitoring Server Activity Viewing Server Tasks Managing Device Firmware Images Uploading Firmware Images Viewing Firmware Images Marking a Firmware Image as the Current Firmware Image Deleting Firmware Images Viewing Devices that Use a Specific Firmware Image Managing Storage Nodes Adding and Editing Storage Nodes Viewing Storage Nodes Deleting Storage Nodes Importing and Exporting Folders (Seeding) Importing Folders Exporting Folders Monitoring the CTERA Portal Viewing the Status Dashboard Viewing Reports Configuring Log Settings Viewing Logs Clearing Logs Using CTERA Portal Notifications Using Alerts

8 Contents Legal Information CTERA End User License Agreement GNU GENERAL PUBLIC LICENSE Apache License Additional Credits Index

9 1 Introduction This chapter introduces the CTERA Portal and this guide. In This Chapter About the CTERA Portal The CTERA Portal Datacenter Edition CTERA Portal Interfaces and Users About Cloud Attached Storage Understanding CTERA Provisioning About This Guide Contacting Technical Support About the CTERA Portal The CTERA Portal is a scalable cloud-based service delivery platform that allows you to offer cloud storage and data protection to CTERA Cloud Attached Storage device owners, with minimal operational overhead. With the CTERA Portal, you control all aspects of Cloud Attached Storage, including: Service Provisioning Create customer subscription plans that include cloud storage volume, pricing, number of devices per account, user self-provisioning, and time limits. Add-on packages can be used to supplement existing accounts with additional services, and vouchers allow the creation of one-off promotions and pre-paid subscription plans. User Management Manage anywhere from tens to tens of thousands of subscribers. Control user access, subscription plans, and add-on packages per user account, and view real-time storage usage and account status. Remote Device Management CTERA appliances and CTERA Agents can be set to allow remote management. This enables you to view the appliance status in detail, including logged events, network status, storage volumes, and recent backups, as well as to set firmware upgrades, associated backup folders, and more. CTERA Portal Datacenter Edition User Guide 1

10 1 Introduction Device Monitoring Monitor in real-time all CTERA appliances and CTERA Agents associated with user accounts. View the firmware version, account owner, connection status, and most recent backup operation. Real-Time Event Monitoring Centrally monitor and audit all events pertaining to the cloud service. Reporting Run and export detailed reports on a variety of usage parameters, including storage usage, bad files, snapshot status, and more. Generate user reports that are automatically ed as PDF attachments. Private Branding Brand all aspects of the end-user experience, customizing it to your own corporate identity. This includes the CTERA Portal user interface and all automated notifications. The CTERA Portal Datacenter Edition Installed at the CTERA Portal owner s datacenter, the CTERA Portal Datacenter Edition allows a CTERA Portal owner to create one or more virtual CTERA Portals on a single set of physical servers. The following types of virtual portal are supported: Reseller portal Designed for the needs of a reseller, this type of portal includes support for reseller-oriented features such as add-ons, plans, vouchers, invoice generation, self registration, and credit card billing. The end users in the portal are the reseller's subscribers. Reseller portals are managed by staff administrators in the Staff Control Panel. For information on the Staff Control Panel, see CTERA Portal Interfaces and Users (on page 4). By default, each user uses a private folder group, enabling cooperative de-duplication between all devices owned by the user. Furthermore, when the cloud drive feature is used, each user receives a private cloud drive that is not accessible to other users. 2 CTERA Portal Datacenter Edition User Guide

11 Introduction 1 When multiple reseller portals are created, the CTERA Portal owner can rent each portal to a different reseller, as part of a multi-tenant or hierarchical business model. Each reseller can log in to their own virtual portal, manage their subscribers, and define subscription plans, branding, and pricing models. In contrast, the CTERA Portal owner can access and manage the contents of any reseller portal, as well as manage global settings across all virtual portals. Team portal This type of portal is designed for the needs of a company or team with multiple members, and as such do not include support for reseller-oriented features. The users in the portal are the team members. Team portals are managed by team administrators, who are team members with the "Administrator role. These users can manage their team portal via the Administration tab in their End User Portal. For information on the End User Portal, see CTERA Portal Interfaces and Users (on page 4). All users in the team portal share a single folder group, enabling cooperative de-duplication between all members of the group. Furthermore, when the cloud drive feature is used, each user receives a private cloud drive, as well as a team cloud drive that is visible to all the users in the portal. When multiple team portals are created, the CTERA Portal owner can assign each team portal to a different organizational unit within the company or team. Each organizational unit can log in to their own virtual portal and manage their settings. In contrast, the CTERA Portal owner can access and manage the contents of any team portal, as well as manage global settings across all virtual portals. Both reseller portals and team portals can be defined within a single CTERA Portal installation. Tip All virtual portals created prior to CTERA Portal v3.0 are reseller portals. Tip The CTERA Portal is also available in the SaaS Edition. Run by CTERA as a cloud service, the SaaS Edition allows CTERA Portal owners to offer managed cloud services, with no upfront investment. For further information, visit us online ( CTERA Portal Datacenter Edition User Guide 3

12 1 Introduction CTERA Portal Interfaces and Users The CTERA Portal Datacenter Edition includes the following interfaces: The End User Portal This interface is used by end users to manage their devices, backup files, and access cloud-stored files. End User Portal users are called end users. When accessed by team administrators, the End User Portal also includes an Administration tab with controls for managing the contents and settings of a team portal. 4 CTERA Portal Datacenter Edition User Guide

13 Introduction 1 The Staff Control Panel (available in reseller portals only) This interface is used by a virtual portal owner's staff to manage the contents and settings of the reseller portal. Staff Control Panel users are called staff administrators. Only reseller portals have staff administrators and the Staff Control Panel. The Administration Control Panel This interface is used by a CTERA Portal owner's staff to manage the contents and settings of all virtual portals in the system, as well as global settings shared by all the defined virtual portals. Administration Control Panel users are called global administrators. Tip CTERA Portal Datacenter Edition User Guide 5

14 1 Introduction It is possible to limit a user or administrator's permissions, so that they cannot modify some or all of the settings in the relevant interface. About Cloud Attached Storage Cloud Attached Storage combines a Network Attached Storage appliance or agent with online cloud services. File sharing is performed on the local network where the appliance is located, while cloud storage services are used for off-site backup and disaster recovery. Automated differential backup and restore functions include block-level de-duplication, compression, and encryption technologies, ensuring secure and efficient synchronization between the cloud storage service and the CTERA appliance. CTERA appliances use CTERA Transport Protocol (CTTP) to communicate with the CTERA Portal. CTTP is secured by SSL and runs over TCP port 995. Understanding CTERA Provisioning Provisioning is the process of assigning services and quotas to users or tenants. CTERA includes two levels of provisioning: End-user provisioning (available in reseller portals only) The virtual portal owner provisions end users with services and/or quotas, such as storage space, number of agents, and more. In reseller portals, end-user provisioning is performed by staff administrators in the Staff Control Panel. In addition, end-user provisioning can be performed by global administrators in the Administration Control Panel. End-user provisioning is not supported for team portals. However, it is possible to define a storage quota per team member, as described in Setting Storage Quotas for Team Members (on page 81). Portal-level provisioning The CTERA Portal owner provisions each virtual portal owner with services and/or quotas. For example, it is possible to limit a virtual portal to use a total of up to 100GB of storage space and 50 workstation agents. Portal-level provisioning is performed by global administrators in the Global Administration View. 6 CTERA Portal Datacenter Edition User Guide

15 Introduction 1 End-user Provisioning The following provisioning methods are available end-user provisioning in reseller portals only: Subscription plans In order to obtain services, end users must subscribe to a subscription plan. Tip Each user can be subscribed to exactly one plan. End users obtain services for an open-ended period of time with automatically recurring payments, by subscribing to a subscription plan, which defines the set of services that subscribed users will receive. Further, the subscription plan can specify a snapshot retention policy for the user's folders (see Understanding Snapshot Retention Policies (on page 181)) and the subscription plan pricing and payment method. When creating a subscription plan for end users, administrators can include only those services to which the portal itself is subscribed in the context of a global plan. See Portal-level Provisioning (on page 8). Add-on packages End users can subscribe to add-on services, in addition to their basic subscription plan. Each add-on package defines a set of services that subscribed users will receive in addition to the services specified in the subscription plan, for a specified period of time. For example, an add-on package may include an additional 10 GB of storage space for the number of devices specified in the subscription plan. When creating an add-on package for end users, administrators can include only those services to which the portal itself is subscribed in the context of a global plan or a global add-on package. See Portal-level Provisioning (on page 8). Unlike subscription plans, which are open-ended, add-on packages are only valid for a certain time period. Furthermore, while end users are limited to one subscription plan, add-on packages can be stacked as desired. For example, a user may have a subscription plan for 100 GB of storage, as well as two add-on packages for 10GB of storage and one add-on package for 5GB of storage. While the add-on packages are valid, the user will be entitled to 125GB of cloud storage. Vouchers A reseller portal allows creating vouchers, which are prepaid coupons that encapsulate specific add-ons and plans. When a device owner redeems a voucher encoding an add-on, the add-on is added to the user s account. When a device owner redeems a voucher encoding a plan, they are assigned to the subscription plan. CTERA Portal Datacenter Edition User Guide 7

16 1 Introduction Tip The assigned subscription plan can be a hidden plan that is not exposed to end users. The CTERA Portal allows you to mix and match these provisioning methods in order to obtain the combination that best suits your company's business model and your customer's needs. Portal-level Provisioning The following provisioning methods are available for portal-level provisioning: Global subscription plans In order to obtain services, virtual portal owners may subscribe to a global subscription plan. Each virtual portal can be subscribed to a single plan. The plan defines a set of services that subscribed portals will receive, and which will subsequently be used by the portal's end users. Further, the subscription plan can specify a maximum snapshot retention policy for the portal (see Understanding Snapshot Retention Policies (on page 181)). When a reseller portal is subscribed to a global plan, end users obtain services via end-user provisioning. See End-user Provisioning (on page 7). In contrast, when a team portal is subscribed to a global plan, all end users obtain services for an open-ended period of time without payment. Tip For reseller portals, the global subscription plan limits the total amount of storage space (and other resources, such as server agents and workstation agents) allocated to a reseller portal's end users. That is, if a virtual portal owner provisions a 10GB storage quota to an end user, then 10GB of the virtual portal's storage space quota is consumed, regardless of whether the end user actually uses the entire 10GB of storage space. For team portals, the global subscription plan limits the total amount of resources used by end users. Global add-on packages Virtual portal owners can subscribe to add-on services, in addition to their basic subscription plan. Each global add-on package defines a set of services that portals will receive in addition to the services specified in the global subscription plan, for a specified period of time. For example, an add-on package may include an additional 10 GB of storage space for the number of devices specified in the global subscription plan. When a reseller portal is subscribed to a global add-on package, end users obtain services via end-user provisioning. See End-user Provisioning (on page 7). In contrast, when a team portal is subscribed to a global add-on package, all end users in the team portal will obtain additional services for a specified period of time. 8 CTERA Portal Datacenter Edition User Guide

17 Introduction 1 Unlike subscription plans, which are open-ended, add-on packages are only valid for a certain time period. Furthermore, while virtual portals are limited to one subscription plan, add-on packages can be stacked as desired. For example, a portal may have a subscription plan for 100 GB of storage, as well as two add-on packages for 10GB of storage and one add-on package for 5GB of storage. While the add-on packages are valid, the portal will be entitled to allocate up to 125GB of cloud storage to end users. About This Guide This guide explains how to use the CTERA Portal Datacenter Edition. The procedures it contains are intended for both staff and global administrators, except where otherwise noted. Contacting Technical Support If you require assistance in configuring or using your CTERA Portal, contact technical support ( CTERA Portal Datacenter Edition User Guide 9

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19 2 Setting Up the CTERA Portal This chapter explains how to set up the CTERA Portal for initial use. In This Chapter Introduction Requirements Workflow Importing the CTERA Portal OVF File Logging In to the CTERA Portal Server Changing the Server Root Password Setting Up Network Settings Performing Initial CTERA Portal Setup Installing a Certificate Creating DNS Records Starting and Stopping the CTERA Portal Upgrading the CTERA Portal Initializing the SSD Acceleration Managing Storage Pools Verifying That CTERA Portal Services Are Running Setting a Server to "Secondary" Mode Configuring CTERA Portal Replication CTERA Portal Datacenter Edition User Guide 11

20 2 Setting Up the CTERA Portal Introduction The CTERA Portal Datacenter Edition is available on the following platforms: VMWare Virtual Appliance The CTERA Portal virtual appliance encapsulates CTERA Portal and all required operating system files in a pre-integrated, self-contained virtual machine OVF (Open Virtualizaton Format) file for ease of deployment. The CTERA P1200 Appliance The CTERA P1200 is a 12-bay appliance that is preinstalled with CTERA Portal Datacenter Edition software, and which supports up to 36TB raw storage capacity. It is ideal for mid-sized businesses and service providers managing up to 500 CTERA Cloud Attached Storage appliances or CTERA Agents. The setup procedure provided in this chapter is relevant for both platforms. Requirements Requirements for the VMWare Virtual Appliance platform: The CTERA Portal must be installed on a machine that meets the following requirements: VMware ESXi Server 4.1 operating system 64-bit virtual machine with minimum 4GB RAM and 100GB local hard disk drive Access from the virtual machine to iscsi Storage Area network or directly attached hard drives Requirements for administrator PC: Web browser SSH and SCP clients (for example, the freeware PuTTY) Requirements for both the CTERA P1200 and VMWare Virtual Appliance platforms: Prepare the following: A public DNS name for the CTERA Portal A mail server for sending notifications Open the following ports on the firewall: CTTP: TCP 995 (inbound) HTTP: TCP 80 (inbound) HTTPS: TCP 443 (inbound) DNS: UDP 53 (inbound ) SSH: TCP 25 (outbound) 12 CTERA Portal Datacenter Edition User Guide

21 Setting Up the CTERA Portal 2 TCP port 22 (inbound, from CTERA s support IP address ); required for SSH remote assistance by CTERA support personnel Workflow To set up the primary CTERA Portal Server 1 If running the VMWare Virtual Appliance platform, import the CTERA Portal OVF file to the EXSi server. See Importing the CTERA Portal OVF File (page 14). 2 Change the server root password. See Changing the Server Root Password (page 18). 3 Set up an IP address for the CTERA Portal Server. See Setting Up Network Settings (page 18). 4 On P1200 only, initialize the SSD acceleration. See Initializing the SSD Acceleration (page 27). 5 Initialize the storage pool. See Initializing the Storage Pool (page 28). 6 Perform initial setup on the CTERA Portal. See Performing Initial CTERA Portal Setup (page 19). 7 Install an SSL certificate on the CTERA Portal. See Installing a Certificate (page 23). 8 Configure DNS records. See Creating DNS Records (page 25). 9 Verify that the CTERA Portal services are running. See Verifying That CTERA Portal Services Are Running (page 31). 10 Once you have purchased a license, install the license key. See Adding License Keys (page 54). CTERA Portal Datacenter Edition User Guide 13

22 2 Setting Up the CTERA Portal Once you have installed a primary server according to the procedure above, you can optionally install a secondary server. To set up a secondary CTERA Portal Server 1 If running the VMWare Virtual Appliance platform, import the CTERA Portal OVF file to the EXSi server. See Importing the CTERA Portal OVF File (page 14). 2 Change the server root password. See Changing the Server Root Password (page 18). 3 Set up an IP address for the CTERA Portal Server. See Setting Up Network Settings (page 18). 4 Set the server to "secondary" mode. See Setting a Server to "Secondary" Mode (page 31). 5 On P1200 only, initialize the SSD acceleration. See Initializing the SSD Acceleration (page 27). 6 Initialize the storage pool. See Initializing the Storage Pool (page 28). 7 Verify that the CTERA Portal services are running. See Verifying That CTERA Portal Services Are Running (page 31). Importing the CTERA Portal OVF File This procedure is applicable to the virtual appliance platform only. To install the CTERA Portal Server as a virtual appliance on VMWare vsphere 1 Open the vsphere Client. 2 Click File > Deploy OVF Template. 14 CTERA Portal Datacenter Edition User Guide

23 Setting Up the CTERA Portal 2 The Deploy OVF Template window opens displaying the Source dialog box. 3 Click Browse, and browse to the CTERA Portal OVF file. 4 Click Next. The OVF Template Details dialog box appear with the CTERA Portal OVF file's details. 5 Click Next. CTERA Portal Datacenter Edition User Guide 15

24 2 Setting Up the CTERA Portal The Name and Location dialog box appear. 6 In the Name field, type name for the portal instance. The name can be up to 80 characters long. 7 Click Next. The Disk Format dialog box appear. 8 Choose Thick provisioned format. 9 Click Next. 16 CTERA Portal Datacenter Edition User Guide

25 Setting Up the CTERA Portal 2 The Ready to Complete dialog box appear. 10 Click Finish. A progress bar appears, and the CTERA Portal is installed as a virtual appliance. When installation is complete, a success message appears. 11 Click Close. 12 Start the CTERA Portal virtual machine. 13 Proceed with the procedure Changing the Server Root Password (page 18). Logging In to the CTERA Portal Server To log in Log in as root, using SSH or through the console. The default password is "password". CTERA Portal Datacenter Edition User Guide 17

26 2 Setting Up the CTERA Portal Changing the Server Root Password This procedure explains how to change the server root password. Warning The default root password for new servers is "password". You must change this initial password for security purposes. To change the server root password 1 Log in as root, as described in Logging In to the CTERA Portal Server (page 17). The default password is "password". 2 In the command line, enter the following command: passwd You can now configure a new password for the root user. Tip Take note of the password you set. If you forget the root user's password, there is no way to retrieve it. Setting Up Network Settings To use a static IP address, set up a static IP address and network settings for the CTERA Portal Server, by using the ctera-network-util.sh script. To set up network settings 1 Log in as root, as described in Logging In to the CTERA Portal Server (page 17). 2 In the command line, enter the following command: ctera-network-util.sh set_static interface ip mask gw dns [dns2] Where: interface is the name of the machine's interface. To view the interface's name, run the command: ifconfig a ip is the IP address for this server. mask is the netmask of your network. For example: gw is your network's default gateway. dns is the IP address of the primary DNS server. dns2 is the IP address of the secondary DNS server. 18 CTERA Portal Datacenter Edition User Guide

27 Setting Up the CTERA Portal 2 For example, to configure the interface e1000g0, server IP address , netmask , default gateway , primary DNS server , and alternate DNS server , enter the following command: ctera-network-util.sh set_static e1000g The CTERA Portal is assigned the specified static IP address and network settings. Tip You can revert to using a dynamic IP address for the CTERA Portal, by enabling DHCP. This is done by entering the following command: ctera-network-util.sh set_dhcp interface For example: ctera-network-util.sh set_dhcp e1000g0 Performing Initial CTERA Portal Setup This procedure is performed only on the primary server only, and not on secondary servers. To perform initial CTERA Portal setup 1 Using a Web browser, browse to the CTERA Portal machine's IP address. The Setup Wizard opens displaying the Welcome screen. 2 Complete the fields using the relevant information in the following table. 3 Click Next. CTERA Portal Datacenter Edition User Guide 19

28 2 Setting Up the CTERA Portal The Settings dialog box appears. 4 Complete the fields using the relevant information in the following table. 5 Click Next. The DNS Domain dialog box appears. 6 In the DNS Suffix field, type the DNS suffix that should be appended to each virtual portal's name, in order to create the virtual portal's DNS name. For example, if a virtual portal's name is "myportal", and the DNS suffix is "acme.com", then the virtual portal's DNS name will be "myportal.acme.com". 7 Click Next. 20 CTERA Portal Datacenter Edition User Guide

29 Setting Up the CTERA Portal 2 The Completing the Setup Wizard dialog box appears. 8 Click Finish. A success message appears. 9 Click OK. The CTERA Portal opens displaying the Administrator Login page. 10 In the fields provided, type the user name and password you specified in the Setup Wizard. 11 Click Log In. CTERA Portal Datacenter Edition User Guide 21

30 2 Setting Up the CTERA Portal The Global Administration View appears displaying the Main > Dashboard page. By default, the CTERA Portal creates a reseller portal called "portal". You can rename, view and edit this portal, or create additional reseller or team portals using the information in Adding and Editing Virtual Portals. Table 1: Setup Wizard Fields In this field... Do this... Username First Name Last Name Address Password / Retype Password SMTP Server SMTP Port Sender Type a user name for your CTERA Portal administrator account. Type your first name. Type your last name. Type your address. Type a password for your CTERA Portal administrator account. Type the outgoing mail server address for sending messages from the CTERA Portal to users. Type the port number for sending messages from the CTERA Portal to users. Type the address that should appear in the From field of notifications. For example: "CTERA Customer Service 22 CTERA Portal Datacenter Edition User Guide

31 Setting Up the CTERA Portal 2 Enable TLS Server requires authentication Username Password Select this option to use Transport Layer Security (TLS) encryption for sending messages from the CTERA Portal to users. Select this option if the SMTP server requires authentication. Type the user name that the CTERA Portal should use when authenticating to the SMTP server. Type the password that the CTERA Portal should use when authenticating to the SMTP server. Installing a Certificate This procedure needs to be performed only once, for the primary server. You must install an SSL certificate on the CTERA Portal, in order to enable devices to connect to the CTERA Portal, and to prevent a security warning from being displayed when users attempt to access the CTERA Portal via HTTPS. You can obtain an SSL certificate from any public SSL certificate authority, such as Godaddy (recommended), Verisign, or Thawte. If multiple virtual portals are configured, each virtual portal has its own DNS name. In this case, the SSL certificate should be a wildcard certificate, that is, the DNS name embedded in the certificate should start with "*". For example, if the CTERA Portal's DNS name is myportal.com, and there are two virtual portals, portal1.myportal.com and portal2.myportal.com, you should buy a wildcard certificate for *.myportal.com. If you have only one portal, and do not intended to configure multiple virtual portals, then it is sufficient to purchase a regular SSL certificate (not a wildcard certificate). For example, if your portal's DNS name is portal1.myportal.com, then you can buy a certificate for portal1.myportal.com. The certificate should be in *.zip format and contain certificate files in *.pem format. To request a certificate 1 Log in as root. 2 In the command line, enter the following commands: mkdir /root/certs telnet localhost 3 Log in to the CTERA Portal CLI, by doing the following: a Enter the following command: login portalname admin username Where: portalname is the name of the portal to which you want to import the data. CTERA Portal Datacenter Edition User Guide 23

32 2 Setting Up the CTERA Portal username is your CTERA Portal user name. You are prompted for your password. b Enter your password. 4 Generate the certificate request, by entering the following command: certificate request /root/certs *.domainsuffix Where domainsuffix is your domain suffix. As explained earlier, the asterisk creates a wildcard certificate and is not mandatory. For example, to request a wildcard certificate for the domain acme.com, enter: certificate request /root/certs *.acme.com To create a certificate for a single domain, portal.acme.com, enter: certificate request /root/certs portal.acme.com Tip You must create a wildcard certificate, if you are planning to define more than one virtual portal. 5 Log out of the CTERA Portal CLI, by entering the following command: quit 6 Using SCP, copy the file /root/certs/certificate.req from the CTERA Portal Server to your computer. To generate the SSL certificate Obtain an SSL certificate, by doing one of the following: Purchase an SSL certificate from any public SSL certificate authority, such as Godaddy (recommended), Verisign, or Thawte. Use the certificate request file which you just created above. Select "Tomcat" as the server type. The resulting file should be a ZIP file, "tomcat.zip". Request a test certificate from CTERA. To do so, send CTERA an with the certificate request created in the previous procedure, and CTERA will generate a certificate for you. This option is for testing purposes only, not for production. To install the SSL certificate See See Installing an SSL Certificate (page 61). 24 CTERA Portal Datacenter Edition User Guide

33 Setting Up the CTERA Portal 2 Creating DNS Records The CTERA Portal includes a built-in DNS server. This server automatically resolves the domain names of all the defined virtual portals, as well as names of devices using the remote access service. In order for this DNS server to work, you must register it using an NS (Name Server) record on your DNS server. The procedure used for configuring the DNS for remote access depends on the whether you have purchased a dedicated domain (i.e. the DNS suffix includes only records for the CTERA Portal) or not (i.e. the DNS suffix includes records that are unrelated to the CTERA Portal). If you have a dedicated domain If you you have a dedicated domain for the CTERA Portal, (i.e. a dedicated zone with no other servers other than the CTERA Portal), then the NS record can be created just once, in that zone. For this example, assume that you have a dedicated DNS domain for the CTERA Portal,.myacme.com, and the portal servers are (primary) and (secondary). Create a new A record for each CTERA Portal Servers. For example: A srv1.myacme.com A srv2.myacme.com Next, create an NS record for one or more CTERA Portal Servers to the zone acme.com: NS NS srv1.myexample.com srv2.myexample.com If you do not have a dedicated domain If you do not have a dedicated domain, (i.e. the CTERA Portal shares the same zone with other servers), then you are required to define a separate DNS NS record for each virtual portal. For this example, assume that the portal DNS suffix is.acme.com, and the portal servers are (primary) and (secondary). Furthermore, assume that you have two virtual portals: portal1 and portal2. In the zone acme.com, create a new A record for each of the CTERA Portal Servers. For example: A srv1.acme.com A srv2.acme.com Next, create an NS record for the zone portal1.acme.com: NS NS srv1.acme.com srv2.acme.com CTERA Portal Datacenter Edition User Guide 25

34 2 Setting Up the CTERA Portal Finally, create another NS record for the zone portal2.acme.com: NS NS srv1.acme.com srv2.acme.com Starting and Stopping the CTERA Portal To stop the CTERA Portal 1 Log in as root. 2 Run the following command: ctera-portal-manag.sh stop To start the CTERA Portal 3 Log in as root. 4 Run the following command: ctera-portal-manag.sh start Upgrading the CTERA Portal To upgrade an existing CTERA Portal installation 1 Stop ALL the CTERA Portal Servers. See Starting and Stopping the CTERA Portal (page 26). 2 On each server, start the upgrade, by running the following command: ctera-portal-manag.sh upgrade folder Where folder is the folder containing the new CTERA Portal version. For example: ctera-portal-manag.sh upgrade /root/3.0.17/ The CTERA Portal is upgraded to the desired version. 26 CTERA Portal Datacenter Edition User Guide

35 Setting Up the CTERA Portal 2 Initializing the SSD Acceleration This procedure is relevant to the CTERA P1200 only. To initialize the SSD acceleration 1 In the command line, enter the following command: format A list of all installed disks appears. Tip You can identify the SSD as follows: Display a list of disks, by running the format command. Then display information for each disk where the path starts with "/pci". To display information for the initial disk, you can simply enter the disk's number. For subsequent disks, enter the command disk disknum, where disknum is the disk's number. The PCI disk that is not part of the system pool is the SSD. 2 Configure the SSD, by doing the following: Tip It is recommended to create two partitions as follows: Partition 1: 20% of the SSD, used for a log device Partition 2: 80% of the SSD, used for a cache device a Enter the number of the SSD. b Enter the following command: fdisk c Delete a partition from the SSD, by entering 3. d Enter the number of the partition to delete. The partition is deleted. e Create a partition on the SSD, by entering 1. f Specify the Solaris2 as the new partition's type, by entering 1. g Enter the percentage of the SSD to use for the new partition. A new Solaris2 partition is created over the specified percentage of the SSD. h Update the configuration and exit, by entering 6. 3 Write down the disk name. You will need it for initializing the storage pool. CTERA Portal Datacenter Edition User Guide 27

36 2 Setting Up the CTERA Portal Managing Storage Pools Initializing the Storage Pool To create a new storage pool 1 Log in as root. 2 In the command line, enter the following command: format A list of all installed disks appears. Tip You can identify the SSD as follows: Display a list of disks, by running the format command. Then display information for each disk where the path starts with "/pci". To display information for the initial disk, you can simply enter the disk's number. For subsequent disks, enter the command disk disknum, where disknum is the disk's number. The PCI disk that is not part of the system pool is the SSD. 3 Configure the SSD, as described in Initializing the SSD Acceleration (page 27), step 2. 4 Create the CTERA storage pool, by doing the following: a Enter the following command: ctera-storage-util.sh create_storage [raidtype] disk0 disk2... disk11 [log SSDpart1] [cache SSDpart2] [spare sparedisk1 sparedisk2 ] For information on the command's parameters, see Storage Utility Parameters (page 29). For example: ctera-storage-util.sh create_storage raidz2 c1t2d0 c1t3d0 c1t4d0 c1t5d0 log c1t7d0p1 cache c1t7d0p2 spare c1t8d0 b View the disks that are used by the CTERA Portal, by entering the following command: ctera-storage-util.sh status The pool called "cterapool" should include all of the disks you specified in the previous step. 28 CTERA Portal Datacenter Edition User Guide

37 Setting Up the CTERA Portal 2 Table 2: Storage Utility Parameters In this field... Do this... raidtype disk0 disk2... disk11 The RAID array type. This can be any of the following: raidz. A variation on RAID5. raidz requires three or more disks, and combines striping with distributed parity to protect against data loss. If a disk fails, the array's performance will be reduced (the array will be marked as Degraded ), but data will not be lost. If two disks fail, data will be lost. The array capacity is: (n-1)*s Where n = number of drives, and s = size of smallest disk. raidz requires a minimum of three hard drives. raidz2. A variation on RAID6. raidz2 uses dual parity to enable the array to survive two disk failures, without data loss. Array capacity is: (n-2)*s Where n = number of drives, and s = size of smallest disk. raidz2 requires a minimum of four hard drives. mirror. A variation on RAID1. Data is replicated in an identical fashion across all disks of a mirror. If a disk fails, the array's performance will be reduced (the array will be marked as Degraded ), but data will not be lost, so long as there is at least one good disk. Data will only be lost if all the disks in the array fail. Since the exact same data must be written on each disk in the array, the array's capacity is limited to that of the smallest disk. mirror requires a minimum of two hard drives. This parameter is optional. If the RAID array type is not specified, no redundancy is used. Tip: Omit the RAID array type, if redundancy is already handled by underlying hardware (for example, when using an external SAN device for storage). The device names of disks to add. For example, c1t2d0. To see the list of disks, type the command: format CTERA Portal Datacenter Edition User Guide 29

38 2 Setting Up the CTERA Portal SSDpart1 and SSDpart2 The cache and log partitions on the SSD, in the format <diskname><partitionnumber>. For example, if the disk name is c1t7d0 and the partition is p2, then type c1t7d0p2. These parameters are optional and relevant for the P1200 only. sparedisk1 sparedisk2 Spare disks track of available hot spares for a pool. These disks are not actively used in the pool, but when an active device fails, it is automatically replaced by a hot spare. These parameters are optional. Enlarging an Existing Storage Pool You can increase the amount of storage space, by adding disks to the storage pool. To add disks to a storage pool 1 Install one or more new disks. 2 Log in as root. 3 In the command line, enter the following command: format A list of all installed disks appears. 4 Write down the name of the new disks you installed. 5 View the disks that are used by the CTERA Portal, by entering the following command: ctera-storage-util.sh status The pool called "cterapool" includes all disks used by the CTERA Portal. 6 Add the new disk, by entering the following command: ctera-storage-util.sh add [raidtype] disk0 disk2... disk11 [log SSDpart1] [cache SSDpart2] [spare sparedisk1 sparedisk2 ] For information on the command's parameters, see Storage Utility Parameters (page 29). If multiple disks are added, they are treated as a new RAID array, with the raid type specified by the optional parameter raidtype. 7 Verify that the disks were added to "cterapool", by entering the following command: ctera-storage-util.sh status The new disks should now be listed in "cterapool". 30 CTERA Portal Datacenter Edition User Guide

39 Setting Up the CTERA Portal 2 Verifying That CTERA Portal Services Are Running To verify that CTERA Portal services are running 1 Log in as root. 2 In the command line, enter the following command: ctera-portal-manag.sh status The statuses of the PostgreSQL, Tomcat, and Memcachedb services are displayed. On the primary server, all three services should have the status "running". On secondary servers, only Tomcat should be running. Setting a Server to "Secondary" Mode Once you have installed a primary server, you can optionally install a secondary server. There are two possibilities for installing a secondary server: Secondary server without replication A secondary server that runs the CTERA Portal application, but does not replicate the CTERA Portal database from the primary server. This option is useful for load balancing. To configure this option, perform the following procedure. Secondary server with replication A secondary server that runs the CTERA Portal application and replicates the CTERA Portal database from the primary server. This option is useful for load balancing, as well as failover in the event that the master server fails. To configure this option, perform the procedure Configuring CTERA Portal Replication (page 32). This procedure is performed only on secondary servers, and not on the primary server. To set a server to "secondary" mode 1 Log in to the secondary server, as described in Logging In to the CTERA Portal Server (page 17). 2 Edit the file /etc/ctera/portal.cfg. 3 Change the value of CTERA_STORAGE_MODE from "Master" to "Slave". 4 Change the value of CTERA_STORAGE_ADDR from "localhost" to the IP address of the master server. 5 Save your changes. CTERA Portal Datacenter Edition User Guide 31

40 2 Setting Up the CTERA Portal Configuring CTERA Portal Replication It is possible to replicate the CTERA Portal's data to a secondary server. If the primary server (also called the master server) fails, you can then perform a manual failover to the secondary server. Tip Another option for achieving High Availability without the use of replication is to use a SAN (Storage Area Network) to store the CTERA Storage Pool and/or virtual machine images. For information, contact technical support ( Replicating the CTERA Portal Master Server When replication is enabled, the secondary server stores a copy of the latest snapshot of the master server every 15 minutes. Upon failure of the master server, it is possible to failover to the secondary server. Tip Database replication performed via SSH; therefore, if there is a firewall between the master server and the secondary server, the SSH port must be open for incoming and outgoing connections. By default, the SSH port is TCP port 22. To replicate the CTERA Portal master server to a secondary server 1 Configure SSH trust between the master server and the secondary server, by doing the following: a Log in to the master server with your SSH client as the root user. b Run the following command: ssh-keygen t dsa The following prompts appear: c Press Enter to accept the default file in which to save the key. d Press Enter to specify no passphrase. e Press Enter again. 32 CTERA Portal Datacenter Edition User Guide

41 Setting Up the CTERA Portal 2 f Run the following commands: mv /root/.ssh/id_dsa.pub /root/.ssh/authorized_keys scp r /root/.ssh/id_dsa Server IP address> :/root/.ssh/rep.pem 2 Set the secondary server to "secondary" mode, as described in Setting a Server to "Secondary" Mode (page 31). 3 Restart the master and secondary servers, by entering the following command on each machine: ctera-portal-manag.sh restart Modifying the Storage Pool Snapshot Retention Policy By default, the snapshot retention policy specifies that 96 snapshots will be retained for the storage pool. You can change this default using the following procedure. Tip The interval between taking snapshots on the master server (30 minutes) and retrieving snapshots on the secondary server (15 minutes) is hard-coded and cannot be modified. To modify the maximum number of snapshots stored on a machine 1 Log in to the desired database machine with your SSH client as the root user. 2 Edit the file /etc/ctera/portal.cfg. 3 Change the value of CTERA_STORAGE_MAX_SNAPSHOTS to the number of snapshots you would like the machine to maintain. The default value is 96. It is not recommended to set a higher number. 4 Save your changes. 5 Restart the machine, by entering the following command: ctera-portal-manag.sh restart CTERA Portal Datacenter Edition User Guide 33

42 2 Setting Up the CTERA Portal Performing Manual Failover to a Secondary Server Failover is performed by changing the secondary server from secondary mode to master mode. To change the secondary server to master mode 1 Log in to the secondary server with your SSH client as the root user. 2 Edit the file /etc/ctera/portal.cfg. 3 Change the value of CTERA_STORAGE_MODE from "Slave" to "Master". 4 Change the value of CTERA_STORAGE_ADDR from the IP address of the master server to "localhost". 5 To enable running Apache Tomcat, change the value of CTERA_APPS from "Storage" to "Storage, Tomcat". 6 Save your changes. 7 Restart the secondary server, by entering the following command: ctera-portal-manag.sh restart The secondary server will now act as the master server. 34 CTERA Portal Datacenter Edition User Guide

43 3 Getting Started This chapter contains all the information you need in order to get started using the CTERA Portal. In This Chapter Browser Requirements Logging in to the CTERA Portal Using the CTERA Portal The Navigation Pane The Main Frame The Status Bar Navigating between Virtual Portals Accessing the Global Administration View Accessing Online Help Logging Out Browser Requirements In order to use the CTERA Portal, you will need the following: Either Microsoft Internet Explorer 7.0 or later, Mozilla Firefox 3.0 or later, or Google Chrome 5.0 or later Adobe Flash Player CTERA Portal Datacenter Edition User Guide 35

44 3 Getting Started Logging in to the CTERA Portal Staff administrators are defined within the scope of a single reseller portal, and thus have access to that portal only. These administrators must log in to the relevant reseller portal via the Staff Control Panel. See Logging in to the Staff Control Panel (on page 36). Team administrators are both users and administrators of a single team portal. In the End User Portal, they can access their personal settings in the My Account tab, as well as administrative settings in the Administration tab. See Logging in to the End User Portal (on page 37). In contrast, global administrators have access to all virtual portals. These administrators may log in to any virtual portal via the Administration Control Panel. Once logged in, they can navigate to any other portal. See Logging in to the Administration Control Panel (on page 39). Logging in to the Staff Control Panel This task is relevant for reseller portals only. To log in to the Staff Control Panel 1 Using a Web browser, open Where <PortalDNS> is your CTERA Portal's DNS name. For example, if your portal's DNS name is "myportal.acme.com", you must open The CTERA Portal opens displaying the Staff Login page. 36 CTERA Portal Datacenter Edition User Guide

45 Getting Started 3 2 In the fields provided, type your user name and password. 3 Click Log In. The Staff Control Panel opens displaying your portal's Main > Dashboard page. Logging in to the End User Portal This task is relevant for team portals only. To log in to the End User Panel 1 Using a Web browser, open Where <PortalDNS> is your CTERA Portal's DNS name. For example, if your portal's DNS name is "myportal.acme.com", you must open CTERA Portal Datacenter Edition User Guide 37

46 3 Getting Started The CTERA Portal opens displaying the Login page. 2 In the fields provided, type your user name and password. 3 Click Log In. The End User Portal opens displaying the My Account tab. 4 To manage administrative settings, click the Administration tab. 38 CTERA Portal Datacenter Edition User Guide

47 Getting Started 3 The Administration tab appears. Logging in to the Administration Control Panel To log in to the Administration Control Panel 1 Using a Web browser, open Where <PortalAddress> is the IP address or DNS name of the virtual portal to which you want to connect. If <PortalAddress> is the DNS name of a defined virtual portal, then upon login, the specified virtual portal will open. For example, to connect to a virtual portal whose DNS name is "myportal.acme.com", you must open If <PortalAddress> is not the DNS name of a defined virtual portal, then the Global Administration View will open. After connecting, you can switch to any other portal as described in Navigating between Virtual Portals (on page 45), or to the Global Administration View as described in Accessing the Global Administration View (on page 45). CTERA Portal Datacenter Edition User Guide 39

48 3 Getting Started The CTERA Portal opens displaying the Administrator Login page. 2 In the fields provided, type your user name and password. 3 Click Log In. The Administration Control Panel opens displaying the Main > Dashboard page. 40 CTERA Portal Datacenter Edition User Guide

49 Getting Started 3 Using the CTERA Portal CTERA Portal interfaces consist of the following elements Navigation pane. Used for navigating between pages in the CTERA Portal. Main frame. Displays the CTERA Portal pages, each of which contains controls and information. Status bar. Displays general and session-specific controls and information. The following figure displays these elements in the Staff Control Panel: The Navigation Pane The navigation pane includes several menu sections, each of which can be opened to reveal its contents. If desired, the navigation pane can be hidden, in order to expand the main frame. Opening Menu Sections In order to view the contents of a menu section in the navigation pane, you must open it. To open a menu section Do one of the following: Click on the section's name. Next to the section's name, click. The section opens, revealing its contents. CTERA Portal Datacenter Edition User Guide 41

50 3 Getting Started The Main Frame The main frame displays information and controls for the menu section you selected. When information is displayed in tables, you can sort the table according to a specific column and choose which columns should appear in the table. In addition, the main frame includes controls for refreshing its contents and quickly accessing the Home page. Sorting Tables You can sort a table according to a specific column, in ascending or descending order. To sort a table according to a column 1 Click on the desired column's heading. The table is sorted according to the column. An arrow in the column's heading indicates that the table is sorted according to the column. The arrow's direction indicates the sort order. In this example, the table is sorted according to the Date column, in ascending order. 2 To reverse the column's sort order, click on the column's heading again. The sort order is reversed. 3 To select the desired sort order from a list, do the following: a Mouse-over the column's heading. 42 CTERA Portal Datacenter Edition User Guide

51 Getting Started 3 An arrow appears in the right side of the column heading. b Click on the arrow, then click on the desired sort order in the drop-down list. The column is sorted accordingly. Navigating between Table Pages When a table contains multiple pages of data, you can navigate between the pages by using the controls at the bottom of the screen. To navigate between pages Do any of the following: To navigate to the next page, click. To navigate to the previous page, click. To navigate to page 1, click. To navigate to a specific page, in the Page field, type the desired page number. Searching Tables If a search box appears above a table, you can search for specific items in the table. To search for items in a table 1 In the search box at the top-right corner of the main frame, type a string according to which you want to search. The CTERA Portal will look in all table columns for items that contain the specified string. The search is case-insensitive. For example, searching for "th" in the Users table could return the following results: JohnSmith, ThomasB, and MatthewJones. 2 If the Search drop-down list appears next to the search box, you can specify the scope of the search, by doing any of the following: CTERA Portal Datacenter Edition User Guide 43

52 3 Getting Started To limit the search to specific parameters only, click the Search drop-down list, then select the check boxes next to the desired parameters and clear all other check boxes. To expand the search to all parameters, click the Search drop-down list, then select the Select All check box. 3 Click. The search results are displayed. Refreshing Page Contents Some of the pages in the main frame contain a button that allows you to refresh the page's contents. To refresh a page's contents At the bottom of the main frame, click. The page's contents are refreshed. Accessing the Home Page The main frame contains a shortcut that enables you to quickly access the Home page from any other page in the CTERA Portal. To quickly access the Home page In the top-left corner of the main frame, click. The Home page appears. The Status Bar The status bar includes the following elements: Your user name A button for logging out of the CTERA Portal See Logging Out (on page 45). A button for accessing online help The firmware version A drop-down list for navigating between virtual portals (Administration Control Panel only) See Navigating between Virtual Portals (on page 45). 44 CTERA Portal Datacenter Edition User Guide

53 Getting Started 3 Navigating between Virtual Portals Global administrators can navigate between virtual portals as needed. This task can be performed in the Administration Control Panel only. To navigate between virtual portals In the status bar, in the Portal drop-down list, select the virtual portal you want to access. The desired virtual portal's Main > Dashboard page appears. Accessing the Global Administration View Global administrators can access to the Global Administration View. This task can be performed in the Administration Control Panel only. To access the Global Administration View In the status bar, in the Portal drop-down list, select Administration. The Global Administration View appears displaying the Main > Dashboard page. Accessing Online Help To access online help In the status bar, click Help. Logging Out To log out of the CTERA Portal In the status bar, click Logout. You are logged out of the CTERA Portal. Tip You will be automatically logged out after a period of inactivity. CTERA Portal Datacenter Edition User Guide 45

54

55 4 Configuring Global Virtual Portal Settings This chapter explains how to configure global CTERA Portal settings. These settings are shared across all virtual portals. The tasks in this chapter can be performed in the Global Administration View only. In This Chapter Configuring CTERA Portal General Settings Managing the CTERA Portal License Configuring Global DNS Settings Configuring Global Billing Settings Configuring Global Mail Server Settings Installing an SSL Certificate Configuring CTERA Portal General Settings You can globally configure virtual portal settings, such as: Whether end users in reseller portals can open a CTERA Portal account on their own, and the requirements for doing so Whether vouchers can be used by end users in reseller portals Whether the folders of users who have no quota should be automatically deleted after a period of time These settings will be inherited by all virtual portals and can be optionally overridden per virtual portal. For information on overriding these settings on a per-virtual portal basis, see Overriding Global Portal Settings (on page 63). This task can be performed in the Global Administration View only. To configure global virtual portal settings 1 In the navigation pane, click Settings > Virtual Portal Settings. CTERA Portal Datacenter Edition User Guide 47

56 4 Configuring Global Virtual Portal Settings The Settings > Virtual Portal Settings page appears. 2 Complete the fields using the information in the following table. 3 Click Save. 48 CTERA Portal Datacenter Edition User Guide

57 Configuring Global Virtual Portal Settings 4 Table 3: Virtual Portal Settings Fields In this field... Do this... Minimum Password Length Support Support URL Sender's Name Delete files of zero quota users after Reseller Portal Settings Allow self-registration Type the minimum number of characters that must be used in a CTERA Portal account password. The default value is 7 characters. Type the address to which support requests should be sent. This address will appear in the From field of all notifications sent by the CTERA Portal system. Type the URL to which CTERA Portal users should browse for customer support. This URL will appear at the bottom screen in the End User Portal interface, as well as in all notification templates. Type the address that should appear in the From field of notifications sent to end users and staff by the virtual portals. For example: "CTERA Customer Service Select this option to specify that the storage folders of customers who have no quota (for example, customers with expired trial accounts) should be deleted automatically after a certain number of days, then specify the desired number of days in the field provided. Enabling this option helps free storage space. A notification is sent to the customer prior to deletion, prompting the customer to purchase cloud storage in order to avoid the scheduled deletion of their files. Storage folders of over-quota users with a non-zero quota will not be deleted. The default value is 14 days. These fields are relevant for reseller portals only. Select this option to allow end users to sign up for a CTERA Portal account, by surfing to the CTERA Portal and filling in a form. If this check box is cleared, the registration form will not appear in the CTERA Portal, and users will be defined only by an administrator. If selected, the Require voucher and Require Confirmation fields are enabled. CTERA Portal Datacenter Edition User Guide 49

58 4 Configuring Global Virtual Portal Settings Require voucher Require confirmation Require company Enable vouchers support Select this option to require end users to supply a valid voucher code when registering a new CTERA Portal account. Select this option to require end users to confirm their registration by , in order for their CTERA Portal account to be activated. This is recommended, since it ensures that the user has entered a valid address. Select this option to require end users to specify their company, when registering a new CTERA Portal account. Select this option to enable the use of vouchers in the CTERA Portal. If this option is cleared, the Provisioning > Vouchers menu item will not appear in the navigation pane. See Managing Vouchers (on page 195). Storage Settings Default Average Block Size Select the default average block size used by new folder groups. The CTERA deduplication engine splits each stored file into blocks. Increasing the Default Average Block Size causes the files to be split into larger chunks before storage, and results in increased read/write throughput at the cost of a reduced deduplication ratio. Increased block size is useful for workloads that require high performance, as well as for those that do not gain greatly from deduplication (for example, where the stored files consist mostly of videos, images, and music files that are not frequently modified). Decreasing the average block size results in better deduplication, since the portal can better identify finer-grained duplicate data. Note: This value applies to new folder groups only and cannot be changed for existing folder groups. The default value is 64KB. 50 CTERA Portal Datacenter Edition User Guide

59 Configuring Global Virtual Portal Settings 4 Default Average Map File Size Use encryption by default Use data compression by default Type the default average map file size used by new folder groups. CTERA Portal uses file maps to keep track of the blocks each file is made of. The Default Average Map File Size represents the maximum size of file that will be represented using a single file map object. For example, if the default average map file size is set to 100MB, files of up to 100 MB will have one file map, files of up to 200MB will have two file maps, and so on. Reducing the average map file size causes more file maps to be created per file. This may result in smoother and less bursty streaming of files; however, it will also result in some extra overhead for creating, indexing, and fetching the additional file maps. Note: This value applies to new folder groups only and cannot be changed for existing folder groups. The default value is KB. Select this option to specify that the Encryption check box should be selected by default in all new folder groups' settings; that is, data in newly created folder groups will be stored in encrypted format by default. If encryption is not needed, and you want to improve performance, you can disable this option. Note: This value applies to new folder groups only and cannot be changed for existing folder groups. Note: Passphrase protection is only available in encrypted folders. Select this option to specify that devices should compress all blocks that they upload to the portal. Clearing this option results in higher performance; however, more storage space will be used. Note: This value applies to new folder groups only and cannot be changed for existing folder groups. CTERA Portal Datacenter Edition User Guide 51

60 4 Configuring Global Virtual Portal Settings Remote Access Settings Remote Access Redirection Specify whether Web clients attempting to remotely access a device should be redirected to communicate directly with the device, instead of relaying communications through the CTERA Portal. Select one of the following: Public IP Redirect. Redirect Web clients to the device's public IP address. Private IP Redirect. Redirect Web clients to the device's private IP address. No Redirect. Do not redirect communications between Web clients and the device. Relay all communications through the CTERA Portal. The default value is Private IP Redirect. Use HTTPS for remote access Select this option to use HTTPS for remotely accessing the CTERA Portal. Managing the CTERA Portal License The CTERA Portal includes a 30-day evaluation license that includes 50 devices, 10 CTERA Workstations Agents, and 10 CTERA Server Agents. Once this license has expired, or if you require additional licensing, you must install a new license key. These tasks can be performed in the Global Administration View only. 52 CTERA Portal Datacenter Edition User Guide

61 Configuring Global Virtual Portal Settings 4 CTERA Portal License Use The CTERA Portal license includes a certain number of devices, workstation agents, and server agents. This license is subdivided when you allocate quotas to virtual portals, by assigning the virtual portals to global plans and add-ons. For example, if the CTERA Portal license includes 50 devices, 10 workstations agents, and 10 server agents, and there are two virtual portals, you may choose to allocate half of the device, workstation agent, and server agent quotas to each virtual portal. In this case, each virtual portal will be allocated quotas for 25 devices, 5 workstation agents, and 5 server agents. In a reseller portal, the CTERA Portal license is further subdivided, when quotas are allocated to user accounts via plans and add-ons. For example, if the reseller portal is allocated quotas for 25 devices, 5 workstation agents, and 5 server agents, and there are 5 user accounts, the reseller portal owner may choose to allocate each user account quotas for 5 devices, 1 workstation agent, and 1 server agent. The quotas are then allocated to the users in the virtual portal. CTERA Portal Datacenter Edition User Guide 53

62 4 Configuring Global Virtual Portal Settings Adding License Keys To add a license key 1 Purchase a new license key from your CTERA authorized reseller, while specifying your portal's DNS suffix, and the number of required appliance, server agent, and workstation agent licenses. You can view your CTERA Portal's DNS suffix, in the Global Administration View's Settings > DNS page. You will receive one or more license keys. 2 In the navigation pane, click Settings > License. The Settings > License page appears. 3 Click Add license key. 54 CTERA Portal Datacenter Edition User Guide

63 Configuring Global Virtual Portal Settings 4 The Add License Keys dialog box opens. 4 Copy the license key you received from CTERA, and paste it into the text box. To add more than one key, paste each key on a new line. The license keys must match your portal DNS suffix. 5 Click Save. Removing License Keys To remove a license key 1 In the navigation pane, click Settings > License. The Settings > License page appears. 2 Select the license key, and then click Remove license key. A confirmation message appears. 3 Click Yes. The license key is removed. Viewing CTERA Portal License Information To view CTERA Portal license information In the navigation pane, click Settings > License. The Settings > License page appears with a list of installed license keys. For information on the fields displayed, see License Key Fields (page 56). The bottom of the page displays a summary of license usage for all installed keys. For information on the fields displayed, see License Usage Overview Fields (page 56). CTERA Portal Datacenter Edition User Guide 55

64 4 Configuring Global Virtual Portal Settings Table 4: License Key Fields In this field... Do this... Key Status The license key. The license key's status. This can be any of the following: OK. The license is valid. Expired on date. The license expired on the specified date. Expires in X days. The license will expire X days from now. Appliances Server Agents Workstation Agents The number of CTERA appliance licenses included in the license key. You cannot define more than the number of licensed appliances in the portal. The number of server agent licenses included in the license key. The number of workstation agent licenses included in the license key. Table 5: License Usage Summary Fields In this field... Do this... Installed Licenses Usage Remaining The total number of device, server agent, and workstation agent licenses supported by the installed license keys. The total number of device, server agent, and workstation agent licenses that have been provisioned. The total number of device, server agent, and workstation agent licenses that have not yet been provisioned. Exporting License Keys to Excel You can export the list of installed license keys and their details to a Microsoft Excel (*.xls) file on your computer. To export license keys 1 In the navigation pane, click Settings > License. The Settings > License page appears. 2 Click Export to Excel. The license keys are exported. 56 CTERA Portal Datacenter Edition User Guide

65 Configuring Global Virtual Portal Settings 4 Configuring Global DNS Settings You can configure the DNS suffix that will be appended to each virtual portal's name, in order to create the virtual portal's DNS name. For example, if a virtual portal's name is "myportal", and the DNS suffix is "acme.com", then the virtual portal's DNS name will be "myportal.acme.com". The DNS name is required in order to connect directly to a virtual portal. For example, in order to connect directly to a reseller portal whose DNS name is "myportal.acme.com": An end user must log in at A reseller staff administrator must log in at A global administrator must log in at The global administrator may later switch to a different portal as described in Navigating between Virtual Portals (on page 45). Tip If a global administrator connects to the host by IP address and not by DNS name (for example, they will be connected to the Global Administration View. They can then navigate to their virtual portal of choice, as described in Navigating between Virtual Portals (on page 45). This task can be performed in the Global Administration View only. To configure global DNS settings 1 In the navigation pane, click Settings > DNS. The Settings > DNS page appears. CTERA Portal Datacenter Edition User Guide 57

66 4 Configuring Global Virtual Portal Settings 2 In the DNS Suffix field, type the global DNS suffix to use for all virtual portals. 3 Click Save. Configuring Global Billing Settings This task is relevant for reseller portals only. It can be performed in the Global Administration View only. To configure global billing settings 1 In the navigation pane, click Settings > Billing. The Settings > Billing page appears. 2 Complete the fields using the information in the following table. 3 Click Save. Table 6: Billing Fields In this field... Do this... Enable billing in reseller portals Select this option to enable billing in reseller portals. The Billing Provider field is enabled. Billing Provider Select the billing service provider (the payment gateway). If you selected SVB Merchant Solutions, additional fields appear. 58 CTERA Portal Datacenter Edition User Guide

67 Configuring Global Virtual Portal Settings 4 Server URL API Login ID Merchant Key Invoice Processing Type the server URL of the payment gateway Web service, as provided by the service provider. Type your ID for the payment gateway. Type your merchant key. Select the invoice processing mode. This can be either of the following: Manual. Charge customer credit cards manually. Automatic. Automatically charge customer credit cards when an invoice is due. Configuring Global Mail Server Settings You can configure global mail server settings that will be inherited by all servers. For information on overriding these settings on a per-server basis, see Editing Server Settings (see "Editing Server General Settings" on page 221). This task can be performed in the Global Administration View only. To configure global mail server settings 1 In the navigation pane, click Settings > Mail Server. The Settings > Mail Server page appears. 2 Complete the fields using the information in the following table. 3 Click Save. CTERA Portal Datacenter Edition User Guide 59

68 4 Configuring Global Virtual Portal Settings Table 7: Mail Server Settings Fields In this field... Do this... Enable Sending SMTP Server SMTP Port Sender Enable TLS Server requires authentication Username Password Select this option to enable sending messages from the CTERA Portal to users. The SMTP Server, SMTP Port, and Sender fields are enabled. Type the outgoing mail server address for sending messages from the CTERA Portal to users. Type the port number for sending messages from the CTERA Portal to users. Type the address that should appear in the From field of notifications sent to global administrators by the global portal. For example: "CTERA Customer Service Select this option to use Transport Layer Security (TLS) encryption for sending messages from the CTERA Portal to users. Select this option if the SMTP server requires authentication. The Username and Password fields are enabled. Type the user name that the CTERA Portal should use when authenticating to the SMTP server. Type the password that the CTERA Portal should use when authenticating to the SMTP server. 60 CTERA Portal Datacenter Edition User Guide

69 Configuring Global Virtual Portal Settings 4 Installing an SSL Certificate You must install an SSL certificate on the CTERA Portal, in order to enable devices to connect to the CTERA Portal, and to prevent a security warning from being displayed when users attempt to access the CTERA Portal via HTTPS. You can obtain an SSL certificate from any public SSL certificate authority, such as Godaddy (recommended), Verisign, or Thawte. If multiple virtual portals are configured, each virtual portal has its own DNS name. In this case, the SSL certificate should be a wildcard certificate, that is, the DNS name embedded in the certificate should start with *. For example, if the CTERA Portal's DNS name is myportal.com, and there are two virtual portals, portal1.myportal.com and portal2.myportal.com, you should buy a wildcard certificate for *.myportal.com. If you have only one portal, and do not intended to configure multiple virtual portals, then it is sufficient to purchase a regular SSL certificate (not a wildcard certificate). For example, if your portal's DNS name is portal1.myportal.com, then you can buy a certificate for portal1.myportal.com. The certificate should be in *.zip format and contain certificate files in *.pem format. This task can be performed in the Global Administration View only. To install an SSL certificate 1 In the navigation pane, click Settings > SSL Certificate. The Settings > SSL Certificate page appears. 2 Click Upload. CTERA Portal Datacenter Edition User Guide 61

70 4 Configuring Global Virtual Portal Settings The Upload Certificate Wizard opens displaying the Upload Certificate dialog box. 3 Click Upload and browse to zip file containing the certificate components. 4 Click Next. The Completing the Upload Certificate Wizard screen appears. 5 Click Finish. 62 CTERA Portal Datacenter Edition User Guide

71 5 Configuring Virtual Portals This chapter explains how to configure portal-level CTERA Portal settings and branding. In This Chapter Overriding Global Portal Settings Branding the CTERA Portal Overriding Global Portal Settings By default, each virtual portal inherits its settings from the global settings. If desired, you can override the global settings for a specific virtual portal, including settings such as: Whether reseller portal end users can open a CTERA Portal account on their own, and the requirements for doing so Whether vouchers can be used by end users in a reseller portal Whether the folders of users who have no quota should be automatically deleted after a period of time To override global portal settings for a specific portal 1 In the navigation pane, click Settings > Virtual Portal Settings. CTERA Portal Datacenter Edition User Guide 63

72 5 Configuring Virtual Portals The Settings > Virtual Portal Settings page appears. 2 Do one of the following: To override global settings, click Override. To revert to global settings, click Use global settings. 3 Complete the fields using the information in Virtual Portal Settings Fields (page 49). 4 Click Save. 64 CTERA Portal Datacenter Edition User Guide

73 Configuring Virtual Portals 5 Branding the CTERA Portal You can brand the CTERA Portal, by applying a skin with your company logo and color scheme, as well as a custom Login page. These procedures are relevant for reseller portals only. Creating Skins To create a skin 1 Request a basic skin from CTERA support. 2 Extract the ZIP file that you received. 3 Edit the HTML and CSS files as desired. 4 Replace the graphic files as desired. 5 Put the changed files back in the ZIP file. 6 Change the ZIP file's extension to.skin. Uploading Skins To upload a skin 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears. 2 Click Upload. CTERA Portal Datacenter Edition User Guide 65

74 5 Configuring Virtual Portals The Skin Upload Wizard appears displaying the Select a file to upload dialog box. 3 Click Upload and browse to the desired *.skin file. The skin is uploaded. At the end of the process, the Completing the Skin Upload Wizard screen appears. 4 Click Finish. 66 CTERA Portal Datacenter Edition User Guide

75 Configuring Virtual Portals 5 Viewing Skins To view all skins in the portal 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears displaying all skins. The currently applied skin is marked with the icon. The table includes the following columns. 2 To preview a specific skin, do the following: a Select the desired skin's row. b Click Preview. A preview opens in a new window. Table 8: Skins Fields This field... Displays... Name Custom CSS Custom Login Page Size The skin's name. Indicates whether the skin includes a custom CSS (Yes/No). Indicates whether the skin includes a custom Login page (Yes/No). The *.skin file's size. Applying Skins To apply a skin to the CTERA Portal 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears. 2 Select the desired skin's row. 3 Click Mark as Current. The selected skin is applied to the CTERA Portal and marked with the icon. CTERA Portal Datacenter Edition User Guide 67

76 5 Configuring Virtual Portals Removing the Currently Applied Skin When you remove the currently applied skin, the default CTERA Portal skin is used. Tip The removed skin is not deleted from the system. To remove the currently applied skin 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears. 2 Click Remove Current. The default CTERA Portal skin is applied. Deleting Skins To delete a skin 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears. 2 Select the desired skin's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The skin is deleted. 68 CTERA Portal Datacenter Edition User Guide

77 6 Managing User Accounts End users are registered with the CTERA Portal and have access to the End User Portal. Each user is represented in the CTERA Portal by a user account. This chapter explains how to manage the user accounts. In This Chapter Accessing the User Account Manager Adding and Editing User Accounts Viewing User Accounts Provisioning User Accounts in Reseller Portals Setting Storage Quotas for Team Members Managing Devices for User Accounts Managing Folders for User Accounts Managing Folder Groups for User Accounts Configuring User Alerts Configuring User Accounts' Advanced Settings Enabling/Disabling User Accounts Using Active Directory Exporting User Accounts to Excel Applying Provisioning Changes Deleting User Accounts CTERA Portal Datacenter Edition User Guide 69

78 6 Managing User Accounts Accessing the User Account Manager Most tasks related to managing a user account are performed in the User Account Manager. To access the User Account Manager 1 In the navigation pane, click Main > Users. The Main > Users page appears, displaying all user accounts. 2 Do one of the following: Select the desired user account's row and click Edit. Click on the desired user account's user name. 70 CTERA Portal Datacenter Edition User Guide

79 Managing User Accounts 6 The User Account Manager opens displaying the Profile tab. Adding and Editing User Accounts Tip If self-registration is enabled in a reseller portal, a user account is automatically added, when a user registers; however, it is possible to add user accounts manually, as well. To add or edit a user account 1 Do one of the following: To add a new user account, in the Main > Users page, click New. To edit an existing user account, access the User Account Manager. See Accessing the User Account Manager (on page 70). The User Account Manager opens displaying the Profile tab. 2 Complete the fields using the information in the following table. 3 Click Save. CTERA Portal Datacenter Edition User Guide 71

80 6 Managing User Accounts Table 9: User Manager Profile Fields In this field... Do this... Username First Name Last Name Company Role Type a user name for the user's CTERA Portal account. Type the user's address. Type the user's first name. Type the user's last name. Type the name of the user's company. This field is optional. Select the user's role. This can be either of the following: Read/Write Administrator. The user can access access the End User Portal, and can access the Administration tab of the End User Portal with read-write permissions. For information about this tab, see CTERA Portal Interfaces and Users (on page 4). This role is relevant for team portals only. Read Only Administrator. The user can access the End User Portal, and can access the Administration tab of the End User Portal with read-only permissions. For information about this tab, see CTERA Portal Interfaces and Users (on page 4). This role is relevant for team portals only. End User. The user can access the End User Portal. Disabled. The user account is disabled. The user cannot access the End User Portal. The default value is End User. Note: In order to access the End User Portal, the user must have a role other than Disabled, and their status must be active. 72 CTERA Portal Datacenter Edition User Guide

81 Managing User Accounts 6 Status Select the account status. This can be either of the following: active. The account is active, and the user can access the CTERA Portal. inactive. The account is inactive, and the user cannot access the CTERA Portal. The default value for new users created by an administrator is active. If validation is enabled, (see Overriding Global Portal Settings (on page 63)), the default value for self-registered users is inactive, until the user activates the account by clicking the link provided in the . If validation is disabled, the default value for self-registered users is active. Note: In order to access the CTERA Portal, the user must have a role other than Disabled, and their status must be active. Password / Retype Password Type a password for the user's CTERA Portal account. By default, the password must be at least 7 characters long. For information on configuring the minimum required number of characters in a password, see Overriding Global Portal Settings (on page 63). Numeric UID Type a numeric user ID to assign the user's CTERA Portal account. This field is optional. Viewing User Accounts To view all user accounts in the portal 1 In the navigation pane, click Main > Users. The Main > Users page appears, displaying all user accounts. The table includes the following columns. 2 (Optional) To view only a specific type of users, in the Show drop-down list, do one of the following: To view only Active Directory users, select the Active Directory domain's name. To view users defined in the local user database, select Local Users. CTERA Portal Datacenter Edition User Guide 73

82 6 Managing User Accounts Table 10: Users Fields This field... Displays... Username Full Name Role Company Subscription Plan Subscription Status Add Ons Storage Usage Devices Server Agents Workstation Agents The user account's user name. To edit the user, click the user name. For further details, see Adding and Editing User Accounts (on page 71). The user's full name. The user's role. The user's address. The name of the user's company. The user account's assigned subscription plan. To modify the subscription plan, click the plan's name. For further details, see Adding and Editing Subscription Plans (on page 174). The user account's subscription status. This can be any of the following: Expired on date. The subscription plan expired on the specified date. Expires in days. The subscription plan will expire in the specified number of days. This status is only relevant when the plan will expire within 30 days. Expiration date date. The subscription plan will expire on the specified date. This status is relevant when the plan will expire in more than 30 days. Not Subscribed. The user is not subscribed to a plan. The number of add-on packages for the user account. To modify the list of add-on packages, click on the number. For further details, see Adding and Editing Add-on Packages. A bar graph indicating the amount of storage the user has consumed out of the total amount available in their subscription plan. The number of devices associated with the user account out of the total amount available in the user account's subscription plan. The number of CTERA Server Agents installed out of the total amount available in the user account's subscription plan. The number of CTERA Workstation Agents installed out of the total amount available in the user account's subscription plan. 74 CTERA Portal Datacenter Edition User Guide

83 Managing User Accounts 6 Status Billing ID The user's account status. This can be either of the following: active. The account is active, and the user can access the CTERA Portal. inactive. The account is inactive, and the user cannot access the CTERA Portal. The user's billing ID. This field is relevent for reseller portals only. Provisioning User Accounts in Reseller Portals In reseller portals, you can provision user accounts via subscription plans and add-ons. Assigning User Accounts to Subscription Plans To assign a user account to a subscription plan 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Provisioning tab. The Provisioning tab appears. 3 In the Subscription Plan field, click. CTERA Portal Datacenter Edition User Guide 75

84 6 Managing User Accounts The Select Your Subscription Plan dialog box opens. 4 In the Subscription Plan drop-down list, select the subscription plan to assign the user account. Selecting No Plan terminates all subscription plan services for the user account. Tip Selecting No Plan will not terminate add-on services. If billing is enabled for the portal, no new invoices will be generated for this user account. If billing is enabled and the selected plan requires automatic billing via credit card, the Customization Options area appears. 5 In the Customization Options area, do the following: 76 CTERA Portal Datacenter Edition User Guide

85 Managing User Accounts 6 To add additional items to the user's subscription, click the button. To remove additional items from the user's subscription, click the button. The number of additional items increases/decreases by the amounts specified in the subscription plan's Bulk Size field. See Adding and Editing Subscription Plans (on page 174). 6 Click OK. 7 In the Subscription Expiration field, click to specify the date on which the user account's subscription to the selected plan should expire. 8 If billing is enabled and the selected plan requires automatic billing via credit card, do the following: a In the Credit card field, click. The Billing Details dialog box appears. b Complete the fields using the information in the following table. c Click OK. 9 Click Save. The user account is assigned to the subscription plan. CTERA Portal Datacenter Edition User Guide 77

86 6 Managing User Accounts Table 11: Billing Details Fields In this field... Do this... Name on Card Credit Card Number Expiration Date Card Security Code Street Address City Country State/Province ZIP/Postal Code Type the name appearing on the credit card. Type the credit card number. Use the drop-down lists to specify the credit card expiration date. Type the three-digit card security code appearing on the back of the credit card. Type the address of the credit card holder. Type the city of the credit card holder. Type the country of the credit card holder. Type the state or province of the credit card holder. Type the ZIP or postal code of the credit card holder. Adding Add-on Packages to User Accounts To add an add-on package to a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Provisioning tab. The Provisioning tab appears. 3 To use a voucher for an add-on package, do the following: a Click I have a voucher. The Voucher Activation Wizard opens. 78 CTERA Portal Datacenter Edition User Guide

87 Managing User Accounts 6 b Type the voucher code in the fields provided. c Click Next. The Services Activated screen appears with the voucher details. d Click Next. The Completing the Voucher Activation Wizard screen appears. e Click Finish. The Manage Add-ons dialog box reappears with the add-on package listed. 4 To add an add-on package for the user account, do the following: a In the drop-down list, select the desired add-on package. b Click Add. CTERA Portal Datacenter Edition User Guide 79

88 6 Managing User Accounts The add-on package appears in the list box. c In the add-on package's row in the list box, click in the Valid For column, and then click. A calendar appears. d Select the date on which the add-on package subscription should end. The Expiration column is updated accordingly. 5 To remove an add-on package from the user account, in the add-on package's row in the list box, click. The add-on package is removed. 6 Click Save. The add-on package is added to the user account. 80 CTERA Portal Datacenter Edition User Guide

89 Managing User Accounts 6 Setting Storage Quotas for Team Members By default, team members have no storage quota. This means that so long as the team portal has sufficient storage quota, users can use unrestricted amounts of storage space. If desired, you can set storage quotas for individual users. To set a storage quota for a team member 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Provisioning tab. The Provisioning tab appears. 3 Select the Storage Quota check box. 4 In the field provided, type the amount of storage space in GB to grant the user. 5 Click Save. CTERA Portal Datacenter Edition User Guide 81

90 6 Managing User Accounts Managing Devices for User Accounts You can manage the devices associated with a user account. To manage devices for a user account 1 Access the User Manager. See Accessing the User Account Manager (on page 70). 2 Click the Devices tab. The Devices tab appears with a table of devices associated with the user account. 3 Perform any of the device management tasks described in Managing Devices, as if you were working in the Main > Devices page. 82 CTERA Portal Datacenter Edition User Guide

91 Managing User Accounts 6 Managing Folders for User Accounts You can manage the folders associated with a user account. To manage folders for a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Folders tab. The Folders tab appears with a table of folders associated with the user account. 3 Perform any of the folder management tasks described in Managing Folders and Folder Groups, as if you were working in the Main > Folders page. CTERA Portal Datacenter Edition User Guide 83

92 6 Managing User Accounts Managing Folder Groups for User Accounts You can manage the folder groups associated with a user account. This procedure is relevant for reseller portals only. To manage folder groups for a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Folder Groups tab. The Folder Groups tab appears with a table of folder groups associated with the user account. 3 Perform any of the folder group management tasks described in Managing Folders and Folder Groups, as if you were working in the Main > Folder Groups page. 84 CTERA Portal Datacenter Edition User Guide

93 Managing User Accounts 6 Configuring User Alerts You can configure CTERA Portal to send alerts to the user upon certain events. This procedure is relevant for team portals only. To manage folder groups for a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Alerts tab. The Alerts tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. CTERA Portal Datacenter Edition User Guide 85

94 6 Managing User Accounts Table 12: User Alerts Fields In this field... Do this... Administrator Alerts Customer Alerts Customer Billing Messages Customer Reports Select this option to indicate that the user should receive administrator alerts, as well as a monthly administrator report. Administrator alerts are notifications about portal-level problems. Administrator reports are reports sent via . Select this option to indicate that the user should receive customer alerts. Customer alerts are notifications about device-level problems. Select this option to indicate that the user should receive customer billing messages.this field is relevent for reseller portals only. Select this option to indicate that the user should receive customer reports. Configuring User Accounts' Advanced Settings To configure a user account's advanced settings 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 Click the Advanced tab. 86 CTERA Portal Datacenter Edition User Guide

95 Managing User Accounts 6 The Advanced tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. Table 13: User Manager Advanced Fields In this field... Do this... Cooperative Deduplication Select this option to enable cooperative de-duplication for this user account. This means that, by default, all new devices attached to this user account will be assigned to a specific folder group. If this option is cleared, then each device's backup folder will be assigned to a separate folder group. In this case, there will be no deduplication between the device backups; however, the user can define a different passphrase for each device. For information on cooperative de-duplication in folder groups, see Managing Folders and Folder Groups. The Default Folder Group field is enabled. This field is relevent for reseller portals only. CTERA Portal Datacenter Edition User Guide 87

96 6 Managing User Accounts Default Folder Group Select the default folder group to use for all new devices attached to this user account. This can be either of the following: An existing folder group Automatically Create. Automatically create a new folder group. The default value is Automatically Create. This field is relevent for reseller portals only. Cloud Files Select this option to assign a private cloud drive to the user account. In a team portal, the user will receive this private cloud drive in addition to the team cloud drive. The user will be able to access the cloud drive via the End User Portal's Cloud Drive tab, for the purpose of viewing, uploading, and downloading files. Cloud Files Folder Select the cloud folder in which the cloud drive files should be stored. Enabling/Disabling User Accounts If a user signed up for a CTERA Portal account via self-registration, and Require Confirmation is enabled (see Overriding Global Portal Settings (on page 63).), the user will receive an from the CTERA Portal containing an activation link. The new user account will remain disabled until the user confirms the registration by clicking the link. If for some reason the user does not click the link, you can enable the user account as described in the following procedure. In addition, you can temporarily disable a user account, and then re-enable it as desired. To enable a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 In the Status field, select active. 3 Click Save. To disable a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 70). 2 In the Status field, select inactive. 3 Click Save. 88 CTERA Portal Datacenter Edition User Guide

97 Managing User Accounts 6 Using Active Directory The CTERA Portal can be integrated with Microsoft Active Directory. User accounts will be automatically fetched and refreshed from Active Directory, and user authentication will be performed using the Active Directory server. CTERA Portal administrators can define an access control list specifying which Active Directory groups and individual users are permitted to access the CTERA Portal, and which user roles they should be assigned in CTERA Portal. Tip Users must have an address, as well as a first and last name, defined in Active Directory. Users without one of those fields in Active Directory cannot log in to the CTERA Portal and will cause synchronization to fail. Tip Nested Active Directory groups are not supported. How Active Directory Synchronization Works When integrated with Microsoft Active Directory, CTERA Portal fetches user data from Active Directory upon the following events: Upon initially synchronizing CTERA Portal with Active Directory, CTERA Portal fetches all users, or selected groups of users, from Active Directory, if configured to do so. An administrator can manually fetch specific users from the Active Directory. See Manually Fetching User Data (on page 94). If a user attempts to log in, but does not yet have a local CTERA Portal account, their user account is automatically fetched from Active Directory. CTERA Portal automatically re-fetches all previously fetched Active Directory users, every day at midnight, as part of the daily "Apply provisioning changes" task. An administrator can force a re-synchronization of all Active Directory users, by running the Apply Provisioning Changes Wizard. See Applying Provisioning Changes (on page 96). CTERA Portal handles special cases as follows: If during the fetch it is determined that a user exists in the local user database but not in Active Directory, then the user is assumed to have been deleted, and CTERA Portal deletes the user from the local user database. The user s folders are not deleted. If the access control list specifies that the user is no longer allowed to access CTERA Portal, then CTERA Portal changes the user account's role to Disabled. The user account is not deleted. CTERA Portal Datacenter Edition User Guide 89

98 6 Managing User Accounts Tip Each virtual portal can optionally be integrated with a different Active Directory domain. Integrating CTERA Portal with Active Directory To integrate a virtual portal with an Active Directory domain 1 In the navigation pane, click Main > Users. The Main > Users page appears, displaying all user accounts. 2 Click Active Directory. The Active Directory Wizard appears, displaying the Synchronization Settings dialog box. 3 Complete the fields using the information in the following table. 4 Click Next. 90 CTERA Portal Datacenter Edition User Guide

99 Managing User Accounts 6 The Access Control dialog box appears. 5 Add each Active Directory user and user group that should be allowed to access the virtual portal, by doing the following: a In the Users drop-down list, select one of the following: Users. Search the users defined in Active Directory. Groups. Search the user groups defined in Active Directory. b In the Quick Search field, type a string that appears anywhere within the name of the user or user group you want to add, then click. A table of users or user groups matching the search string appears. c Select the desired user or user group in the table. CTERA Portal Datacenter Edition User Guide 91

100 6 Managing User Accounts The user or user group appears in the Quick Search field. d Click Add. The user or user group is added to the list of users and user groups who should have access to the virtual portal. 6 To remove a user or user group, in their row, click. The user or user group is removed from the list. 7 In each user and user group's row, click in the Role column, then select the desired user role from the drop-down list. Options include Disabled, End User, Read Only Administrator, and Read-Write Administrator. For information on these roles, see User Manager Profile Fields (page 72). 8 To specify that the virtual portal should fetch the selected users and user groups from Active Directory upon completing the wizard, select the Fetch Users check box. 9 Click Next. The Completing the Active Directory Wizard screen appears. 10 Click Finish. If you selected the Fetch Users check box, the following things happen: 92 CTERA Portal Datacenter Edition User Guide

101 Managing User Accounts 6 User data is fetched from Active Directory, and the Fetching Users from Active Directory window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. Click Close. Table 14: Active Directory Wizard Fields In this field... Do this... Synchronize with Active Directory Active Directory Server Domain Username Password Select this option to enable integration with an Active Directory domain. Type the Active Directory server's IP address. Type the name of Active Directory domain with which you want to synchronize users. Type the username that CTERA Portal should use for authenticating to Active Directory. Type the password that CTERA Portal should use for authenticating to Active Directory. CTERA Portal Datacenter Edition User Guide 93

102 6 Managing User Accounts Manually Fetching User Data If desired, you can manually fetch user data from Active Directory. This is useful in the following situations: If you would like to immediately update data in the local user database, instead of waiting for CTERA Portal to automatically fetch data at midnight. If you would like to create an account for a user that does not yet exist in the local user database, before their first login. To manually fetch user data 1 In the navigation pane, click Main > Users. The Main > Users page appears, displaying all user accounts. 2 Click Fetch Users. The Fetch Users Wizard appears, displaying the Select Users and Groups to Fetch dialog box. 3 Add each Active Directory user and user group for which you would like to fetch data, by doing the following: a In the Users drop-down list, select one of the following: Users. Search the users defined in Active Directory. Groups. Search the user groups defined in Active Directory. b In the Quick Search field, type a string that appears anywhere within the name of the user or user group you want to add, then click. A table of users or user groups matching the search string appears. c Select the desired user or user group in the table. 94 CTERA Portal Datacenter Edition User Guide

103 Managing User Accounts 6 The user or user group appears in the Quick Search field. d Click Add. The user or user group is added to the list of users and user groups for which data should be fetched. 4 To remove a user or user group, in their row, click. The user or user group is removed from the list. 5 Click Finish. The following things happen: User data is fetched from Active Directory, and the Fetching Users from Active Directory window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. 6 Click Close. Exporting User Accounts to Excel You can export a list of user accounts and their details to a Microsoft Excel (*.xls) file on your computer. To export user accounts to Excel 1 In the navigation pane, click Main > Users. The Main > Users page appears, displaying all user accounts. 2 Click Export to Excel. The user accounts are exported. CTERA Portal Datacenter Edition User Guide 95

104 6 Managing User Accounts Applying Provisioning Changes CTERA Portal applies changed plan and add-on settings to all users every day at midnight. If desired, you can use the following procedure to apply all changes immediately. Tip If CTERA Portal is integrated with Active Directory, applying provisioning changes will also cause CTERA Portal to synchronize all Active Directory user data. To apply provisioning changes to all users 1 In the navigation pane, click Main > Users. The Main > Users page appears, displaying all user accounts. 2 Click Apply Provisioning Changes. The following things happen: Provisioning changes are applied to all users, and the Apply Provisioning Changes window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. 3 Click Close. 96 CTERA Portal Datacenter Edition User Guide

105 Managing User Accounts 6 Deleting User Accounts Deleting a user account from the CTERA Portal cancels the user's subscriptions to plans and add-on packages, and deletes all of the user's folders and folder groups. Tip Deleting a user account will not result in deletion of the users invoices. To delete a user account 1 Do one of the following: In the Main > Users page, select the desired user account's row, then click Delete. Access the User Account Manager, then click Delete. See Accessing the User Account Manager (on page 70). A confirmation message appears. 2 Click Yes. The user account is deleted. CTERA Portal Datacenter Edition User Guide 97

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107 7 Managing Administrators You can enable company staff members to manage CTERA Portal settings and contents, by adding them as either of the following: Global administrators, who have access to both the Staff Control Panel and the Administration Control Panel for all virtual portals (including both reseller and team portals) Staff administrators, who have access to the Staff Control Panel of a single reseller portal (relevant for reseller portals only) Team administrators, who have access to the Administration tab in the End User Portal (relevant for team portals only) This chapter explains how to manage both types of administrators. Procedures related to staff administrators are relevant for reseller portals only. In This Chapter Accessing the Staff Administrator Manager Adding and Editing Staff Administrators Configuring Staff Administrator Alerts Viewing Staff Administrators Exporting Staff Administrators to Excel Deleting Staff Administrators Accessing the Global Administrator Manager Adding and Editing Global Administrators Configuring Global Administrator Alerts Viewing Global Administrators Deleting Global Administrators Configuring an IP-Based Access Control List CTERA Portal Datacenter Edition User Guide 99

108 7 Managing Administrators Accessing the Staff Administrator Manager Most tasks related to managing a staff administrator are performed in the Staff Administrator Manager. To access the Staff Administrator Manager 1 In the navigation pane, click Main > Staff. The Main > Staff page appears, displaying all CTERA Portal staff administrators. 2 Do one of the following: Select the desired administrator's row and click Edit. Click on the desired administrator's user name. 100 CTERA Portal Datacenter Edition User Guide

109 Managing Administrators 7 The Staff Administrator Manager opens displaying the Profile tab. Adding and Editing Staff Administrators To add or edit a staff administrator 1 Do one of the following: To add a new administrator, in the Main > Staff page, click New. To edit an existing administrator, access the Staff Administrator Manager. See Accessing the Staff Administrator Manager (on page 100). The Staff Administrator Manager opens displaying the Profile tab. 2 Complete the fields using the information in the following table. 3 Click Save. CTERA Portal Datacenter Edition User Guide 101

110 7 Managing Administrators Table 15: Administrator Details Fields In this field... Do this... Username First Name Last Name Company Password / Retype Password Role Type a user name for the administrator's CTERA Portal account. Type the administrator's address. Type the administrator's first name. Type the administrator's last name. Type the name of the administrator's company. This field is optional. Type a password for the administrator's CTERA Portal account. The password must be at least 5 characters long. Specify the administrator's role, by selecting one of the following: Read-Write Administrator. The administrator has read-write permissions throughout the CTERA Portal. Read-Only Administrator. The administrator has read-only permissions throughout the CTERA Portal. Support. The administrator has read/write access to devices, user accounts, folders, and folder groups, and read-only access to all other settings in the CTERA Portal. Configuring Staff Administrator Alerts To configure a staff administrator's alerts 1 Access the Staff Administrator Manager. See Accessing the Staff Administrator Manager (on page 100). 2 Click the Alerts tab. 102 CTERA Portal Datacenter Edition User Guide

111 Managing Administrators 7 The Alerts tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. Table 16: Administrator Alerts Fields In this field... Do this... Administrator Alerts Customer Alerts Customer Billing Messages Customer Reports Select this option to indicate that the administrator should receive administrator alerts. Administrator alerts are notifications about portal-level problems. Select this option to indicate that the administrator should receive customer alerts. Customer alerts are notifications about device-level problems. Select this option to indicate that the administrator should receive customer billing messages. Select this option to indicate that the administrator should receive customer reports. CTERA Portal Datacenter Edition User Guide 103

112 7 Managing Administrators Viewing Staff Administrators To view all staff administrators in the portal In the navigation pane, click Main > Staff. The Main > Staff page appears, displaying all staff administrators. The table includes the following columns. Table 17: Administrators Fields This field... Displays... Username The administrator's user name. To edit the administrator, click the user name. For further details, see Adding and Editing Staff Administrators (on page 101). Full Name Company Role The administrator's full name. The administrator's address. The name of the administrator's company. The administrator's role. Exporting Staff Administrators to Excel You can export a list of staff administrators and their details to a Microsoft Excel (*.xls) file on your computer. To export staff administrators to Excel 1 In the navigation pane, click Main > Staff. The Main > Staff page appears. 2 Click Export to Excel. The staff administrators are exported. 104 CTERA Portal Datacenter Edition User Guide

113 Managing Administrators 7 Deleting Staff Administrators To delete a staff administrator 1 Do one of the following: In the Main > Staff page, select the desired administrator's row, then click Delete. Access the Staff Administrator Manager, then click Delete. See Accessing the Staff Administrator Manager (on page 100). A confirmation message appears. 2 Click Yes. The administrator is deleted. Accessing the Global Administrator Manager Most tasks related to managing a global administrator are performed in the Global Administrator Manager. This task can be performed in the Global Administration View only. To access the Global Administrator Manager 1 In the navigation pane, click Main > Administrators. The Main > Administrators page appears, displaying all CTERA Portal global administrators. CTERA Portal Datacenter Edition User Guide 105

114 7 Managing Administrators 2 Do one of the following: Select the desired administrator's row and click Edit. Click on the desired administrator's user name. The Global Administrator Manager opens displaying the Profile tab. Adding and Editing Global Administrators This task can be performed in the Global Administration View only. To add or edit a global administrator 1 Do one of the following: To add a new administrator, in the Main > Administrators page, click New. To edit an existing administrator, access the Global Administrator Manager. See Accessing the Global Administrator Manager (on page 105). The Global Administrator Manager opens displaying the Profile tab. 2 Complete the fields using the information in Administrator Details Fields (page 102). 3 Click Save. 106 CTERA Portal Datacenter Edition User Guide

115 Managing Administrators 7 Configuring Global Administrator Alerts This task can be performed in the Global Administration View only. To configure a global administrator's alerts 1 Access the Global Administrator Manager. See Accessing the Global Administrator Manager (on page 105). 2 Click the Alerts tab. The Alerts tab appears. 3 Complete the fields using the information in Administrator Alerts Fields (page 103). 4 Click Save. CTERA Portal Datacenter Edition User Guide 107

116 7 Managing Administrators Viewing Global Administrators This task can be performed in the Global Administration View only. To view all global administrators in the system In the navigation pane, click Main > Administrators. The Main > Administrators page appears, displaying all global administrators. The table includes the columns described in Viewing Staff Administrators (on page 104). Deleting Global Administrators This task can be performed in the Global Administration View only. To delete a global administrator 1 Do one of the following: In the Main > Administrators page, select the desired administrator's row, then click Delete. Access the Global Administrator Manager, then click Delete. See Accessing the Global Administrator Manager (on page 105). A confirmation message appears. 2 Click Yes. The administrator is deleted. Configuring an IP-Based Access Control List You can configure an IP-based access control list, specifying the IP address ranges from which administrators can access the CTERA Portal interface. To configure an IP-based access control list 1 Do one of the following: To configure an IP-based access list for the virtual portal's Staff Control Panel and/or Administration Control Panel, in the virtual portal's navigation pane, click Main > Staff. The Main > Staff page appears, displaying all staff administrators. To configure an IP-based access list for the Global Administration View, in Global Administration View's navigation pane, click Main > Administrators. 108 CTERA Portal Datacenter Edition User Guide

117 Managing Administrators 7 The Main > Administrators page appears, displaying all CTERA Portal global administrators. 2 Click Access Control. The IP-Based Access Control List dialog box appears. 3 Select the IP-Based Access Control check box. The list box is enabled. CTERA Portal Datacenter Edition User Guide 109

118 7 Managing Administrators 4 To add an IP address range from which access to the CTERA Portal interface is allowed, do the following: a Click New. A new row is added to the list box. b Click in the IP Range Start field, and type the starting IP address. c Click in the IP Range End field, and type the ending IP address. 5 To remove an IP address range, in the IP address range's row, click. The IP address range is removed. 6 Click Save. 110 CTERA Portal Datacenter Edition User Guide

119 8 Managing Device Configuration Templates CTERA Portal enables you to centrally manage device settings, by assign devices to device configuration templates: When a device is assigned to a template, it inherits the following settings from that template: Backup sets and exclude sets Backup applications (relevant for CTERA Server Agents only) Backup schedule Backup throughput control Installed software and firmware versions Tip Settings inherited from a template can be overridden from the device s Web interface. Devices can be assigned to templates in the following ways: Manually, by editing the device settings. See Editing Device Settings (on page 137). Automatic template assignment. Devices can be assigned to templates based on the automatic template assignment policy, which specifies a set of criteria for assigning a template (such as device type, installed operating system, and so on), as well as an optional default template that is assigned when none of the criteria are met. See Configuring the Automatic Template Assignment Policy (on page 131). CTERA Portal Datacenter Edition User Guide 111

120 8 Managing Device Configuration Templates In This Chapter Accessing the Configuration Template Manager Adding and Editing Device Configuration Templates Viewing Device Configuration Templates Working with Backup Sets Selecting Applications for Backup Scheduling Automatic Cloud Backup Restricting Throughput Marking a Firmware Image as the Current Firmware Image Configuring the Automatic Template Assignment Policy Setting the Default Device Configuration Template Deleting Device Configuration Templates Accessing the Configuration Template Manager To access the Configuration Template Manager 1 In the navigation pane, click Settings > Configuration Templates. The Settings > Configuration Templates page appears. 2 Do one of the following: Select the desired template's row and click Edit Template. Click on the desired template's name. 112 CTERA Portal Datacenter Edition User Guide

121 Managing Device Configuration Templates 8 The Configuration Template Manager opens displaying the General tab. Adding and Editing Device Configuration Templates To add or edit a device configuration template 1 In the navigation pane, click Settings > Configuration Templates. The Settings > Configuration Templates page appears. 2 Do one of the following: To add a new template, in the Settings > Configuration Templates page, click New Template. To edit an existing template, access the Configuration Template Manager. See Accessing the Configuration Template Manager (on page 112). The Configuration Template Manager opens displaying the General tab. 3 In the Name field, type a name for the template. 4 In the Description field, type a description of the template. 5 Click Save. CTERA Portal Datacenter Edition User Guide 113

122 8 Managing Device Configuration Templates Viewing Device Configuration Templates To view all device configuration templates in the portal In the navigation pane, click Settings > Configuration Templates. The Settings > Configuration Templates page appears, displaying all templates. The table includes each template's name and description. Working with Backup Sets A backup set represents a group of files with certain file extensions and/or located in certain folders. For example, a set called "My Music" may include all files with the extensions *.wav and *.mp3 that are located in the folder My Documents > Music. There are two types of backup sets: Included sets. Files that should be included in each backup Excluded sets. Files that should be excluded from each backup You can use backup sets to fully customize backup operations. For example, if you did not select the My Documents folder for backup, but you want to back up all of the PDF files in this folder, you would define an included set that includes all files that are located in the My Documents folder and have the file extension *.pdf. Conversely, if you selected the My Documents folder for backup, but you do not want to back up PDF files in this folder, you would define an excluded set that includes all files that are located in the My Documents folder and have the file extension *.pdf. Tip For information on the order in which the CTERA Portal processes included sets, excluded sets, and selected folders, see How Can I Control the Scope of Backup Operations?. 114 CTERA Portal Datacenter Edition User Guide

123 Managing Device Configuration Templates 8 Enabling/Disabling Included Sets In order for an included set to be used during backup operations, it must be enabled. To enable an included set 1 In the Configuration Template Manager, click Backup Sets. The Backup Sets tab appears. 2 Next to the desired included set, in the Enabled column, select the check box. The included set is enabled. 3 Click Save. To disable an included set 1 In the Configuration Template Manager, click Backup Sets. The Backup Sets tab appears. 2 Next to the desired included set, in the Enabled column, clear the check box. The included set is disabled. 3 Click Save. CTERA Portal Datacenter Edition User Guide 115

124 8 Managing Device Configuration Templates Adding and Editing Included Sets To add or edit an included set 1 In the Configuration Template Manager, click Backup Sets. The Backup Sets tab appears. 2 Do one of the following: To add a new included set, click New. To edit an existing included set, click on its name. The Backup Set Details Wizard opens, displaying the Backup Set Details dialog box. 3 In the Backup Set Name field, type the name of the backup set. 4 In the Comment field, type a description of the backup set. 5 In the If field, do one of the following: To specify that all of the conditions must be met in order for a file to be included in the backup set, select all of the conditions are true. To specify that one or more of the conditions must be met in order for a file to be included in the backup set, select at least one of the conditions is true. 6 Define the desired conditions for a file to be included in the backup set, by doing the following for each condition: a Click Add condition. 116 CTERA Portal Datacenter Edition User Guide

125 Managing Device Configuration Templates 8 A row appears in the table. b Click Select, then select the desired condition parameter from the drop-down list. c In the second column, click Select, then select the desired condition operator from the drop-down list. See Backup Set Condition Operators (page 120). d Click in the third column, and complete the condition: If the parameter is File Size, type the desired file size and unit. If the parameter is File Modified, click and choose the desired date. For all other parameters, type the desired free-text value. For example, if you select File Name as the condition parameter in the first column, select begins with as the condition operator in the second column, and type "Work-123-" in the third column, then the backup set will include all files whose names begin with "Work-123-". Likewise, if you select File Type as the condition parameter in the first column, select is one of with as the condition operator in the second column, and type "avi, mov, mpg" in the third column, then the backup set will include all files with the extension *.avi, *.mov, and *.mpg. 7 To delete a condition, click in its row. 8 Click Next. CTERA Portal Datacenter Edition User Guide 117

126 8 Managing Device Configuration Templates The Select Files or Folders dialog box appears. 9 Specify the files and folders to which this backup set applies, by doing the following for each file/folder: a Click Add a file or folder. A row is added to the table. b Click in the row, and do one of the following: Type a variable's name in the field. Select a variable from the drop-down list. 118 CTERA Portal Datacenter Edition User Guide

127 Managing Device Configuration Templates 8 You can use any operating system environment variable defined on the Windows or Linux machine, for the user account on which the CTERA service is running. If the specified environment variable is not defined on the machine, this row in the policy is ignored. In addition, a set of CTERA-specific environment variables can be used. For a list of supported variables of all types, see Backup Set Environment Variables (page 121). Wildcards are supported. For example, you can type "$USERS/*/MyFolder" to back up the MyFolder folder under all users' home directories. For UNIX/Windows interoperability, backup sets support the use of both slashes and backslashes. Any slashes or backslashes will be automatically converted to the type supported by the machine's OS. 10 Click Next. The Done screen appears. 11 Click Finish. 12 Click Save. CTERA Portal Datacenter Edition User Guide 119

128 8 Managing Device Configuration Templates Table 18: Backup Set Condition Operators Use this operator... To do this... equals begins with ends with contains is one of less than more than before after Include all files for which the parameter in the first column matches the string in the third column. This operator is relevant for the File Name, File Path, and File Type parameters only. Include all files for which the parameter in the first column begins with the string in the third column. This operator is relevant for the File Name, File Path, and File Type parameters only. Include all files for which the parameter in the first column ends with the string in the third column. This operator is relevant for the File Name, File Path, and File Type parameters only. Include all files for which the parameter in the first column contains the string in the third column. This operator is relevant for the File Name, File Path, and File Type parameters only. Include all files for which the parameter in the first column is included in the set specified in the third column. This operator is relevant for the File Name, File Path, and File Type parameters only. Include all files whose size is less than the amount specified in the third column. This operator is relevant for the File Size parameter only. Include all files whose size is more than the amount specified in the third column. This operator is relevant for the File Size parameter only. Include all files whose last modification date is before the date specified in the third column. This operator is relevant for the File Modified parameter only. Include all files whose last modification date is after the date specified in the third column. This operator is relevant for the File Modified parameter only. 120 CTERA Portal Datacenter Edition User Guide

129 Managing Device Configuration Templates 8 Table 19: Backup Set Environment Variables Use this variable... To specify this... Common OS Variables $ALLUSERPROFILE $WINDIR $TEMP $SYSTEMDRIVE $PROGRAMFILES User-specific Windows Environment Variables $APPDATA $USERPROFILE CTERA Appliance Template Variables $USERS $AGENTS $SYNCS $PROJECTS Common operating system variables. The Windows "All User" profile directory. The Windows directory. The Windows temporary files directory. The Windows system drive. The Windows Program Files directory. Variables that are executed separately for each user in the system. The directory C:\Documents and Settings\username\Application Data, where username is the user's username. The directory C:\Documents and Settings\username, where username is the user's username. Variables that are defined for CTERA appliances. This represents the home directories folder on the CTERA appliance. This represents the CTERA Agents folder on the CTERA appliance. This represents the "Clientless Backup" destination folder on a the CTERA appliance. The projects folder on the CTERA appliance. Deleting Included Sets To delete an included set 1 In the Configuration Template Manager, click Backup Sets. The Backup Sets tab appears. 2 Select the desired included set's name and click Delete. A confirmation message appears. 3 Click Yes. The included set is deleted. CTERA Portal Datacenter Edition User Guide 121

130 8 Managing Device Configuration Templates 4 Click Save. Enabling/Disabling Excluded Sets In order for an excluded set to be used during backup operations, it must be enabled. To enable an excluded set 1 In the Configuration Template Manager, click Exclude Sets. The Exclude Sets tab appears. 2 Next to the desired excluded set, in the Enabled column, select the check box. The excluded set is enabled. 3 Click Save. To disable an excluded set 1 In the Configuration Template Manager, click Exclude Sets. The Exclude Sets tab appears. 2 Next to the desired excluded set, in the Enabled column, clear the check box. The excluded set is disabled. 3 Click Save. 122 CTERA Portal Datacenter Edition User Guide

131 Managing Device Configuration Templates 8 Adding and Editing Excluded Sets To add or edit an excluded set 1 In the Configuration Template Manager, click Exclude Sets. The Exclude Sets tab appears. 2 Do one of the following: To add a new excluded set, click New. To edit an existing excluded set, click on its name. The Backup Set Details Wizard opens, displaying the Backup Set Details dialog box. 3 In the Backup Set Name field, type the name of the backup set. 4 In the Comment field, type a description of the backup set. 5 In the If field, do one of the following: To specify that all of the conditions must be met in order for a file to be included in the backup set, select all of the conditions are true. To specify that one or more of the conditions must be met in order for a file to be included in the backup set, select at least one of the conditions is true. 6 Define the conditions that must be met in order for a file to be included in the backup set, by doing the following for each condition: a Click Add condition. A row appears in the table. b Click Select, then select the desired condition parameter from the drop-down list. c In the second column, click Select, then select the desired condition operator from the drop-down list. See Backup Set Condition Operators (page 120). d Click in the third column, and complete the condition: If the parameter is File Size, type the desired file size and unit. If the parameter is File Modified, click and choose the desired date. For all other parameters, type the desired free-text value. For example, if you select File Name as the condition parameter in the first column, select begins with as the condition operator in the second column, and type "Work-123-" in the third column, then the backup set will include all files whose names begin with "Work-123-". CTERA Portal Datacenter Edition User Guide 123

132 8 Managing Device Configuration Templates Likewise, if you select File Type as the condition parameter in the first column, select is one of with as the condition operator in the second column, and type "avi, mov, mpg" in the third column, then the backup set will include all files with the extension *.avi, *.mov, and *.mpg. 7 To delete a condition, click in its row. 8 Click Next. The Select Files or Folders dialog box appears. 9 Specify the files and folders to which this backup set applies, by doing the following for each file/folder: a Click Add a file or folder. A row is added to the table. b Click in the row, and do one of the following: Type a variable's name in the field. Select a variable from the drop-down list. You can use any operating system environment variable defined on the Windows or Linux machine, for the user account on which the CTERA service is running. If the specified environment variable is not defined on the machine, this row in the policy is ignored. In addition, a set of CTERA-specific environment variables can be used. For a list of supported variables of all types, see Backup Set Environment Variables (page 121). Wildcards are supported. For example, you can type "$USERS/*/MyFolder" to back up the MyFolder folder under all users' home directories. For UNIX/Windows interoperability, backup sets support the use of both slashes and backslashes. Any slashes or backslashes will be automatically converted to the type supported by the machine's OS. 10 Click Next. The Done screen appears. 11 Click Finish. 12 Click Save. 124 CTERA Portal Datacenter Edition User Guide

133 Managing Device Configuration Templates 8 Deleting Excluded Sets To delete an excluded set 1 In the Configuration Template Manager, click Exclude Sets. The Exclude Sets tab appears. 2 Select the desired excluded set's name and click Delete. A confirmation message appears. 3 Click Yes. The excluded set is deleted. 4 Click Save. Selecting Applications for Backup Tip If a selected application is not installed on the target device, it will be ignored. To select applications for backup 1 In the Configuration Template Manager, click Applications. CTERA Portal Datacenter Edition User Guide 125

134 8 Managing Device Configuration Templates The Applications tab appears. 2 Expand the tree nodes and select the check boxes next to the applications you want to back up. 3 Click Save. 126 CTERA Portal Datacenter Edition User Guide

135 Managing Device Configuration Templates 8 Scheduling Automatic Cloud Backup To schedule automatic cloud backup 1 In the Configuration Template Manager, click Backup Schedule. The Backup Schedule tab appears. 2 Complete the fields using the information in the following table. 3 Click Save. Table 20: Backup Schedule Fields In this field... Do this... Periodically Start Every Choose this option to automatically back up files every specified number of hours. The Start Every field is enabled, and you must complete it. Type the amount of time between automatic cloud backups, in hours. The default value is 24 hours. CTERA Portal Datacenter Edition User Guide 127

136 8 Managing Device Configuration Templates Specific Time Start Time Stop Time On Days Choose this option to automatically back up files according to a specified daily schedule. The Start Time, Stop Time, and On Days fields are enabled, and you must complete them. Select the time at which cloud backup should start. Note: If a given backup extends past the scheduled time for the next automatic backup, the next automatic backup will commence immediately upon completion of the prior backup. Select the time at which cloud backup must end. This can be any of the following: A specific hour On Completion. The backup operation will only end when cloud backup is complete. The default value is On Completion. Note: If the amount of changed data to back up is large, the backup process can take several hours or days. Therefore, if a stop time is configured, the backup process may not be completed within the time frame. For example, if you specify that data should be backed up between 12 AM - 2 AM, and the backup requires 3 hours, the backup will not be completed. Select the days on which cloud backup should occur should be performed. This can be any of the following: One or more specific days Every Day. Cloud backup will occur every day. The default value is Every Day. Restricting Throughput If desired, you can restrict the amount of bandwidth used for backing up files online. To restrict throughput 1 In the Configuration Template Manager, click Backup Throughput. 128 CTERA Portal Datacenter Edition User Guide

137 Managing Device Configuration Templates 8 The Backup Throughput tab appears. 2 Complete the fields using the information in the following table. 3 Click Save. Table 21: Throughput Fields In this field... Do this... Do not throttle Throttle the Internet bandwidth usage Limit outgoing bandwidth to During these hours Choose this option to specify that throughput should not be restricted. Choose this option to restrict the bandwidth used for cloud backups. The rest of the fields on the page are enabled, and you must complete them. Type the maximum bandwidth to use for cloud backups in kilobytes per second. Select this option to specify that the bandwidth used for cloud backups should be restricted only at specific times of the day. Then use the drop-down lists to specify the time range during which the bandwidth should be restricted. CTERA Portal Datacenter Edition User Guide 129

138 8 Managing Device Configuration Templates Marking a Firmware Image as the Current Firmware Image When you mark a firmware image as the current firmware image, all devices that are of the relevant device platform, assigned to this template, and set to automatically download firmware images will download this firmware image. There can only be one current firmware image per device platform. To mark a firmware image as the current firmware image 1 In the Configuration Template Manager, click Software Updates. The Software Updates tab appears, displaying all firmware images. 2 Do one of the following: To override global settings, click Override. To revert to global settings, click Use global settings. 3 Select the desired firmware image's row. 4 Click Mark as Current. The selected firmware image becomes the current firmware image and is marked with the icon. 5 Click Save. 130 CTERA Portal Datacenter Edition User Guide

139 Managing Device Configuration Templates 8 Configuring the Automatic Template Assignment Policy To configure the automatic template assignment policy 1 In the navigation pane, click Settings > Configuration Templates. The Settings > Configuration Templates page appears, displaying all templates. 2 Click Auto Assign. The Automatic Template Assignment window opens. 3 Define the desired conditions for a device to be assigned to a template, by doing the following for each condition: a Click Add condition. CTERA Portal Datacenter Edition User Guide 131

140 8 Managing Device Configuration Templates A row appears in the table. b Click Select, then select the desired condition parameter from the drop-down list. c In the second column, click Select, then select the desired condition operator from the drop-down list. See Automatic Template Assignment Policy Condition Operators (page 133). d Click in the third column, and complete the condition, by typing the desired free-text value. For example, if you select Installed Version as the condition parameter in the first column, select equals with as the condition operator in the second column, and type "3.0" in the third column, then the condition will be met when the device's installed firmware version is 3.0. e Click in the Then apply column, and select the template that should be assigned when the condition is met. 4 To delete a condition, click in its row. 5 To specify that the policy should include a default device configuration template, do the following: a Select the If no match, apply default template check box. b In the If no match, apply default template drop-down list, select the template to apply when none of the conditions are met. 6 Click Save. 132 CTERA Portal Datacenter Edition User Guide

141 Managing Device Configuration Templates 8 Table 22: Automatic Template Assignment Policy Condition Operators Use this operator... To do this... equals begins with ends with contains is one of Include all files for which the parameter in the first column matches the string in the third column. Include all files for which the parameter in the first column begins with the string in the third column. Include all files for which the parameter in the first column ends with the string in the third column. Include all files for which the parameter in the first column contains the string in the third column. Include all files for which the parameter in the first column is included in the set specified in the third column. Setting the Default Device Configuration Template Tip You can also set the default device configuration template as part of an automatic template assignment policy. See Configuring the Automatic Template Assignment Policy (on page 131). To set a device configuration template as the default 1 In the navigation pane, click Settings > Configuration Templates. The Settings > Configuration Templates page appears, displaying all templates. 2 Select the desired template's row. 3 Click Set Default. The selected template is marked with the icon. To set no default device configuration template 1 In the navigation pane, click Settings > Configuration Templates. The Settings > Configuration Templates page appears, displaying all templates. 2 Click Remove Default. No default template is configured. CTERA Portal Datacenter Edition User Guide 133

142 8 Managing Device Configuration Templates Deleting Device Configuration Templates When a device configuration template is deleted from the CTERA Portal, the automatic template assignment policy rules that specify that template are automatically deleted. The policy is then reapplied to all devices that specify automatic template assignment. Tip When deleting device configuration templates, the following restrictions apply: You may not delete a template that is manually assigned to a device. You may not delete the default template. To delete a device configuration template 1 Do one of the following: In the Settings > Configuration Templates page, select the desired template's row, then click Delete Template. Access the Configuration Template Manager, then click Delete. See Accessing the Configuration Template Manager (on page 112). A confirmation message appears. 2 Click Yes. The template is deleted. 134 CTERA Portal Datacenter Edition User Guide

143 9 Managing Devices The word device refers to both CTERA appliances and CTERA Agents that are connected to the CTERA Portal. Devices are automatically added to the CTERA Portal, when their owners connect their CTERA appliances or CTERA Agents to the CTERA Portal. This chapter explains how to manage the devices belonging to an individual virtual portal, as well as how to manage all of the devices in the CTERA Portal system from the Global Administration View. In This Chapter Accessing the Device Manager Editing Device Settings Viewing Devices Remotely Managing Devices and Their Files Exporting Devices to Excel Deleting Devices CTERA Portal Datacenter Edition User Guide 135

144 9 Managing Devices Accessing the Device Manager Most tasks related to managing a device are performed in the Device Manager. To access the Device Manager 1 In the navigation pane, click Main > Devices. The Main > Devices page appears, displaying all devices that are managed by the CTERA Portal. 2 Do one of the following: Select the desired device's row and click Edit Device. Click on the desired device's name. 136 CTERA Portal Datacenter Edition User Guide

145 Managing Devices 9 The Device Manager opens displaying the status tab. Editing Device Settings You can edit the following device settings: Device name When a CTERA device is first connected to the CTERA Portal, it is assigned a name based on the owner's user name, by default. For example, if John Smith's user name is JohnS, and he adds two devices, the first device will be named JohnS, and the second will be named JohnS1. If desired, you can edit a device's name. Template You can specify whether the device should inherit its settings from a device configuration template. For information on device configuration templates, see Managing Device Configuration Templates (on page 111). Backup folder By default, all of a device's backups are stored in a single folder named after the device owner's user name. If desired, you can change the folder used for the device's backups. Alternatively you can disable backup operations for the device. CTERA Portal Datacenter Edition User Guide 137

146 9 Managing Devices Software version You can install a specific firmware on the device. To edit a device 1 Access the Device Manager. See Accessing the Device Manager (on page 136). 2 Click the Settings tab. The Settings tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. 138 CTERA Portal Datacenter Edition User Guide

147 Managing Devices 9 Table 23: Device Manager Settings Fields In this field... Do this... Name Template Backup Folder Software Version Type a new name for the device. Specify which template to use for the device, by selecting one of the following: A specific template No Template. Do not use a template for this device. Automatic. Automatically assign a template to this device, based on the configured automatic template assignment policy. See Configuring Automatic Template Assignment (see "Configuring the Automatic Template Assignment Policy" on page 131). The default value is Automatic. Specify the folder in which all of the device's backups should be stored, by selecting one of the following: A specific folder None. Disable backup operations for the device. Specify which firmware to use for this device, by selecting one of the following: A specific firmware Use Default. Use the default firmware for this device type. CTERA Portal Datacenter Edition User Guide 139

148 9 Managing Devices Viewing Devices The CTERA Portal enables you to view information on all devices, as well as detailed information on individual devices. Viewing All Devices To view all devices in the portal In the navigation pane, click Main > Devices. The Main > Devices page appears, displaying all devices. The table includes the following columns. Table 24: Devices Fields This field... Displays... Name The device's name. To edit the device or view its details, click the device name. For further details, see Editing Device Settings (on page 137) and Viewing Individual Devices (see "Viewing Individual Devices' Statuses" on page 141). Backup Folder The device's backup folder. To edit the folder, click the folder name. For further details, see Adding and Editing Folders (on page 152). Owner The user account name of the device's owner. To edit the user account, click the user account name. For further details, see Adding and Editing User Accounts (on page 71). Note: When viewing devices in the User Account Manager, this column does not appear. Template Type Last Backup Status The template assigned to the device. The device type. The amount of time that has elapsed since the device's last backup operation, in hours and minutes. The device's status. This can be either of the following: Connected Not Connected 140 CTERA Portal Datacenter Edition User Guide

149 Managing Devices 9 Portal The virtual portal in which the device is defined. The field only appears when managing devices in the Global Administration View. Running Version Configured Version The firmware version currently installed on the device. The firmware version that the device is configured to download and install. Note: Once the device has downloaded and installed the configured firmware successfully, the running firmware will be the same as the configured firmware. Viewing Individual Devices' Statuses To view an individual device's status Access the Device Manager. See Accessing the Device Manager (on page 136). The device's connection status is displayed at the top of the screen (Connected / Not Connected). The following information is displayed: Table 25: Status Tab Fields This field... Displays... Owner The full name of the device's owner. When editing an existing device, you can click on the owner's name to open the User Account Manager and manage the owner's user account. For information on managing user accounts, see Managing User Accounts (on page 69). Type Running Version Installed Version The device type. The firmware version currently installed on the device. The firmware version that the device is configured to download and install. Note: Once the device has downloaded and installed the configured firmware successfully, the running firmware will be the same as the configured firmware. Connection Host Name MAC Address IP Address The connection duration in hours and minutes. The device's host name. The device's MAC address. The device's IP address. CTERA Portal Datacenter Edition User Guide 141

150 9 Managing Devices Operating System License Status Server Agents Licensing Agents on this device Device License From Portal Workstation Agents Licensing Agents on this device Device License From Portal The operating system on which the device is installed. This field is only relevant if the device is a CTERA Agent. The device's licensing status. This field is only relevant if the device is a CTERA Agent. This area displays information about CTERA Server Agent licensing for the device. It only appears if the device is a CTERA appliance. The number of server agents installed for the device. The number of server agent licenses taken from the licenses included with the device. The number of server agent licenses taken from the quota allocated to the device owner's CTERA Portal account. This area displays information about CTERA Workstation Agent licensing for the device. It only appears if the device is a CTERA appliance. The number of workstation agents installed for the device. The number of workstation agent licenses taken from the licenses included with the device. The number of workstation agent licenses taken from the quota allocated to the device owner's CTERA Portal account. Viewing Individual Devices' Backup Status Tip Backup status can only be viewed if the device is connected. To view an individual device's backup status 1 Access the Device Manager. See Accessing the Device Manager (on page 136). 2 Click the backup tab. 142 CTERA Portal Datacenter Edition User Guide

151 Managing Devices 9 The backup tab appears. The following information is displayed: Table 26: Backup Tab Fields This field... Displays... Files backed up The next automatic backup will begin in Last Backup Result The amount of time that has elapsed since the last successful backup. The amount of time until the next scheduled automatic backup. The status of the last backup: Completed successfully Backup in Progress The last backup has failed, followed by the reason it failed If an error occurred during backup, refer to the backup logs for details. See Viewing Cloud Backup Logs (on page 270). Backup Size Total Files The total size of the files that were selected for cloud backup. The total number of files that were selected for cloud backup. CTERA Portal Datacenter Edition User Guide 143

152 9 Managing Devices Cloud Storage Usage The amount of used space in the account, out of the total amount of cloud storage space available in the account. Viewing Individual Appliances' Storage Status Tip Storage status only appears if the device is a CTERA appliance and connected. It does not appear if the device is an agent. To view an individual appliance's storage status 1 Access the Device Manager. See Accessing the Device Manager (on page 136). 2 Click the storage tab. The storage tab appears. The following information is displayed: 144 CTERA Portal Datacenter Edition User Guide

153 Managing Devices 9 Table 27: Storage Tab Fields This field... Displays... Hard Disk Drives Volumes All disk drives installed on the device. For each drive, the following information is displayed: The disk model The disk size in GB The disk status. For a list of possible statuses, see Hard Drive Statuses (page 145). All volumes defined on the device. For each volume, the following information is displayed: The volume name and the storage device on which it is located. A bar representing of the percentage of the volume currently in use, followed by the volume size in GB, followed by the percentage of the volume currently in use. The volume's status in the format: Mode [Status]. The mode can be Online or Offline. For a list of possible statuses, see Volume Statuses (page 145). Table 28: Hard Drive Statuses This status... Indicates... Synchronized OK FAIL Unrecognized Inactive Rebuilding In Use This drive is in a RAID array and is in optimal condition. The drive is not in a RAID array and is in optimal condition. The hard drive has failed. The hard drive contains unrecognized data. You must format the hard drive before it can be used. This drive is in a RAID array, but is currently not in use. This drive is in a RAID array that is currently being rebuilt. The drive is currently in use. Table 29: Volume Statuses This status... Indicates... Key required Contains errors Read only The volume is encrypted and requires a key. The file system needs to be repaired. The file system is incompatible with current firmware. CTERA Portal Datacenter Edition User Guide 145

154 9 Managing Devices Corrupted Unknown Ready Recovering Mounting Formatting Converting Resizing Repairing Checking Checking Quota Failed to read the file system status. No file system was found in the volume. The volume is ready for use. The file system is being recovered after a non-clean shutdown. Routine cleanup is being performed after a non-clean shutdown. The volume is being formatted. The volume is being converted (from EXT3 to NEXT3, or the opposite). The volume is being resized. The volume is being repaired. The volume is being scanned for errors. The volume's storage quotas are being recalculated. Remotely Managing Devices and Their Files You can remotely access a device and the files on it, when the following conditions are met: A device administrator has enabled remote administration for the device. A device administrator has assigned you a user name and password for accessing the device. To remotely manage a device and its files 1 Access the Device Manager. See Accessing the Device Manager (on page 136). 2 Click Access Device. The Log In window appears. 3 In the fields provided, type your user name and password for accessing this device. 4 Click Log In. The device's management Web interface appears displaying the Configuration tab. In this tab, you can manage device settings. For information, refer to the device's User Guide. 5 To manage the files on the device, click the Files tab. The File Manager appears. The File Manger enables you to manage files on the device. For information, refer to the device's User Guide. 146 CTERA Portal Datacenter Edition User Guide

155 Managing Devices 9 Exporting Devices to Excel You can export a list of devices and their details to a Microsoft Excel (*.xls) file on your computer. To export devices to Excel 1 In the navigation pane, click Main > Devices. The Main > Devices page appears, displaying all devices. 2 Click Export to Excel. The devices are exported. Deleting Devices To delete a device 1 Do one of the following: In the Main > Devices page, select the desired device's row, then click Delete Device. Access the Device Manager, then click Delete. See Accessing the Device Manager (on page 136). A confirmation message appears. 2 Do one of the following: To delete the device including its backup folders, click Delete device including its folders. To delete the device only, click Delete device only. The device is deleted and disconnected from the CTERA Portal. If you chose to delete backup folders, the folders are deleted from the CTERA Portal, as well. CTERA Portal Datacenter Edition User Guide 147

156

157 10 Managing Folders and Folder Groups When a user backs up a device, a folder is automatically created in the CTERA Portal to contain the device's backups. In addition, the CTERA Portal creates one or more folder groups as follows: In a reseller portal, if cooperative de-duplication is enabled for the user account, then one folder group is created for all of the user account's folders. The folder group acts as a de-duplication realm. When a device sends a backup to its folder in the folder group, the backup's content is compared to data already stored by other devices in other folders in the folder group. Only the backup data that differs from existing data in the other folders is stored the device's folder. In other words, if a user owns multiple devices, and the devices back up similar data, the similar data will only be stored once. This makes backup faster and saves storage space. In contrast, if cooperative de-duplication is disabled for the user account, then a folder group is created for each folder. In a team portal, cooperative de-duplication is automatically enabled for the entire portal; therefore a single folder group is shared by all user accounts in the portal. The folder group acts as a de-duplication realm that spans the entire portal. In other words, if different users' devices back up similar data, the similar data will only be stored once. Tip All folders in a folder group must use the same encryption key and passphrase. For information on enabling cooperative de-duplication for user accounts in a reseller portal, see Adding and Editing User Accounts (on page 71). This chapter explains how to manage folders and folder groups that have been added to the CTERA Portal. The folder group procedures are relevant for reseller portals only. CTERA Portal Datacenter Edition User Guide 149

158 10 Managing Folders and Folder Groups In This Chapter Accessing the Folder Manager Adding and Editing Folders Viewing Folders Managing Folder Contents Changing Passphrases for Accessing Folder Contents Exporting Folders to Excel Deleting Folders Accessing the Folder Group Manager Adding and Editing Folder Groups Viewing Folder Groups Managing Folders for Folder Groups Changing Passphrases for Accessing Folder Group Contents Exporting Folder Groups to Excel Deleting Folder Groups Accessing the Folder Manager Most tasks related to managing a folder are performed in the Folder Manager. To access the Folder Manager 1 In the navigation pane, click Main > Folders. The Main > Folders page appears, displaying all folders. 150 CTERA Portal Datacenter Edition User Guide

159 Managing Folders and Folder Groups 10 2 Do one of the following: Select the desired folder's row and click Edit. Click on the folder's name. The Folder Manager opens displaying the General tab. CTERA Portal Datacenter Edition User Guide 151

160 10 Managing Folders and Folder Groups Adding and Editing Folders When a device first backs up files to the CTERA Portal, a folder is created in which to store the files. By default, the folder is assigned a name based on the device's name. For example, if a device is named JohnS, then this device's files will be backed up to a folder called JohnS. If desired, you can add new folders manually, and you can edit their properties. To add or edit a folder 1 Do one of the following: To add a new folder, in the Main > Folders page, click New. To edit an existing folder, access the Folder Manager. See Accessing the Folder Manager (on page 150). The Folder Manager opens displaying the General tab. 2 Complete the fields using the information in the following table. 3 Click Save. Table 30: Folder Manager General Fields In this field... Do this... Folder Name Owner Type a name for the folder. When adding a new folder, select an owner for the folder. When editing an existing folder, you can click on the owner's name to open the User Account Manager and manage the owner's user account. For information on managing user accounts, see Managing User Accounts (on page 69). Folder Group When adding a new folder, select a folder group for the folder. When editing an existing folder, you can click on the folder group's name to open the Folder Group Manager and manage the folder group. For information on managing folder groups, see Managing Folders and Folder Groups. This is a backup folder Select this option to specify that this folder is a backup folder for a specific device. The Device field is enabled. Device Select the device with which this folder is associated. 152 CTERA Portal Datacenter Edition User Guide

161 Managing Folders and Folder Groups 10 Viewing Folders The CTERA Portal enables you to view information on all folders, as well as the contents of individual folders. Viewing All Folders To view all folders in the portal In the navigation pane, click Main > Folders. The Main > Folders page appears, displaying all folders. The table includes the following columns. Table 31: Folders Fields This field... Displays... Name The folder's name. To view the folder's contents, click the folder name. For further details, see Adding and Editing Folders (on page 152). Owner The user account name of the folder's owner. To edit the user account, click the user account name. For further details, see Adding and Editing User Accounts (on page 71). Device The device's name. To edit the device, click the device name. For further details, see Editing Device Settings (on page 137). Group The name of the folder group to which the folder belongs. To edit the folder group, click the folder group's name. For further details, see Adding and Editing Folder Groups (on page 167). Size Total Files is seeding The current size of the folder in MB. The total number of files in the folder. Indicates whether the folder is currently in the process of loading a seeding file (Yes/No). While seeding is in progress, backups to this folder are temporarily suspended. CTERA Portal Datacenter Edition User Guide 153

162 10 Managing Folders and Folder Groups State The folder's state. This can have the following values: Online. The folder is online, and it is possible to view, modify, and back up files to it. Offline. The folder is offline, and it is not possible to view, modify, and back up files to it. Folders may be taken offline during some maintenance operations, such as when repairing a folder using the CTERA Cloud FSCK utility. Folders inherit their state from the folder group. Viewing Folder Contents To view a folder's content Do one of the following: In the Main > Folders page, select the desired folder's row, then click View Files. Access the Folder Manager, then click View Files. See Accessing the Folder Manager (on page 150). The following things happen: If the folder is passphrase-protected, the Passphrase Protected Folder window appears. Do the following: 154 CTERA Portal Datacenter Edition User Guide

163 Managing Folders and Folder Groups 10 1 In the Folder Passphrase field, type the passphrase for accessing the folder. 2 Click OK. The File Manager window opens displaying files from the last backup operation or snapshot. You can now manage the folder's contents, as described in Managing Folder Contents (on page 155). Managing Folder Contents A folder's contents are displayed in the File Manager, as described in Viewing Folder Contents (on page 154). Once the File Manager is open, you can manage the folder's content. Navigating Between Folders To navigate between folders Do any of the following: In the tree pane, expand the nodes and click on the desired folders. In the upper bar, type the desired file or folder path. To navigate to the parent folder of the currently displayed folder, in the upper bar, click. The folder's contents appear in the right pane. CTERA Portal Datacenter Edition User Guide 155

164 10 Managing Folders and Folder Groups Changing the Right Pane View The Files tab's right pane offers two views: Details This view displays the items in the right pane in a table. You can sort the tables as described in Sorting Tables (on page 42) and hide/display columns as described in Displaying and Hiding Columns. Large Icons This view displays the items in the right pane as large icons. To change the right pane view In the right pane, click View and then select the desired view. Refreshing the View To refresh the view In the upper bar, click. The view is refreshed. Viewing File or Folder Details To view a file or folder's details 1 In the File Manager, navigate to the desired file/folder. See Navigating Between Folders (on page 155). 2 In the right pane, click on the file/folder. The file/folder's details appear at the bottom of the right pane. If in Details view, the file/folder's details are displayed in the table as well. For information on changing the view, see Changing the Right Pane View (on page 156). Downloading Files and Folders You can download individual files, multiple files, or entire folders. To download an individual file 1 In the File Manager, navigate to the desired file. See Navigating Between Folders (on page 155). 2 In the right pane, do one of the following: If in the Large Icons view, double-click on the file. If in the Details view, click once on the file name. 156 CTERA Portal Datacenter Edition User Guide

165 Managing Folders and Folder Groups 10 For information on changing the view, see Changing the Right Pane View (on page 156). The file is downloaded to your computer. To download multiple files or entire folders 1 In the File Manager, navigate to the desired file. See Navigating Between Folders (on page 155). 2 In the right pane, select the desired files or folder(s). See Selecting Files and Folders (on page 159). 3 Click Actions, and then click Download. The selected files/folders are downloaded to your computer in a file called download.zip. Uploading Files To upload files 1 In the File Manager, navigate to the desired folder. See Navigating Between Folders (on page 155). 2 In the right pane, click Upload. The Upload files window appears. 3 For each file you want to upload, click Browse and browse to the desired file. The following things happen: CTERA Portal Datacenter Edition User Guide 157

166 10 Managing Folders and Folder Groups If the file already exists, the following window appears. To overwrite the file in cloud storage with the file on your computer, choose Overwrite and click Ok. Otherwise, upload of this file will be canceled. The file is uploaded, and a progress bar at the bottom of the window displays the upload progress. 4 To cancel an upload, select the file whose upload you want to cancel, and then click Cancel. 5 When done uploading all desired files, close the Upload file window. 158 CTERA Portal Datacenter Edition User Guide

167 Managing Folders and Folder Groups 10 Creating New Folders To create a new folder 1 In the File Manager, navigate to the desired parent folder. See Navigating Between Folders (on page 155). 2 Click Actions and then click New Folder. The Please choose a name dialog box appears. 3 In the field provided, type a name for the new folder. 4 Click OK. Renaming Files and Folders To rename a file or folder 1 In the File Manager, navigate to the desired file/folder. See Navigating Between Folders (on page 155). 2 In the right pane, click on the file/folder's row. 3 Click Actions and then click Rename. The Please choose a name dialog box appears. 4 In the field provided, type a new name for the file/folder. 5 Click OK. Selecting Files and Folders To select a file or folder In the File Manager's right pane, do one of the following: To select a single file/folder, click on the file/folder's row. To select multiple files, press and hold the CTRL key, while clicking on the desired files or folders. To select all items in the current folder, click Actions and then click Select All, or press CTRL+A. To select a range of files, press and hold the Shift key, click the file at the start of the range, and then click on the file at the end of the range. CTERA Portal Datacenter Edition User Guide 159

168 10 Managing Folders and Folder Groups Deleting Files and Folders To delete a file or folder 1 In the File Manager, navigate to the desired files/folders. See Navigating Between Folders (on page 155). 2 Select the desired file or folder. See Selecting Files and Folders (on page 159). 3 Click Actions and then click Delete. A confirmation message appears. 4 Click Yes. The selected items are deleted. Copying/Moving Files and Folders To copy or move files or folders 1 In the File Manager, navigate to the desired files/folders. See Navigating Between Folders (on page 155). 2 Select the desired file or folder. See Selecting Files and Folders (on page 159). 3 Do one of the following: To copy the selected items, click Actions and then click Copy, or press CTRL+C. To move the selected items, click Actions and then click Cut, or press CTRL+X. 4 Navigate to the target folder. See Navigating Between Folders (on page 155). 5 Click Actions and then click Paste, or press CTRL+V. The selected items are copied/moved to the target folder. 160 CTERA Portal Datacenter Edition User Guide

169 Managing Folders and Folder Groups 10 Restoring Files and Folders to Devices To restore files or folders to a device 1 In the File Manager, navigate to the desired files/folders. See Navigating Between Folders (on page 155). 2 Select the desired file or folder. See Selecting Files and Folders (on page 159). 3 Click Actions and then click Restore to Device. The Restore Files dialog box appears. 4 Specify how to handle files that already exist on the device, by doing one of the following: To specify that the files on the device should be overwritten by the files in the portal, choose If the file already exists, overwrite it. To specify that the files on the device should have the modification date appended to their name, choose If the file already exists, append the modification date to the name. 5 Click Next. CTERA Portal Datacenter Edition User Guide 161

170 10 Managing Folders and Folder Groups The Completing the Restore Files Wizard screen appears. 6 Click Finish. A progress bar appears, and the files are restored to the device. Searching for Files If full text search is enabled on the device, you can search for files containing specific text, located anywhere in the document s file name. To search for files 1 In the File Manager's upper bar, in the Find files by name field, type the text you want to search for. 2 Click. 162 CTERA Portal Datacenter Edition User Guide

171 Managing Folders and Folder Groups 10 The search results appear. 3 To download a file appearing in the search results, click on its name. 4 To clear the search results, click. Viewing Previous Versions of Files and Folders To view previous versions of files and folders 1 In the File Manager's upper bar, click. For information on changing the tree pane view, see Changing the Tree Pane View. The Please select snapshot window opens. 2 Click on the snapshot containing the file/folder versions you want to view. CTERA Portal Datacenter Edition User Guide 163

172 10 Managing Folders and Folder Groups Latest Version contains the current version of files and folder in cloud backup. The snapshots are marked according to their type: NEXT3 ( ) or cloud ( ). The snapshot contents appear, and you can view and download them. You can also copy and paste them to the Latest Version. Changing Passphrases for Accessing Folder Contents To change a passphrase 1 Do one of the following: In the Main > Folders page, select the desired folder's row, and then click Change Passphrase. In the File Manager, click Actions, and then click Change Passphrase. See Viewing Folder Contents (on page 154). The Change My Passphrase dialog box appears. 2 In the Your Old Passphrase field, type the folder's old passphrase. 3 In the Your New Passphrase and Confirm New Passphrase fields, type a new passphrase. The Passphrase Strength area displays the passphrase's strength. 4 Click Finish. 5 Do one of the following: If cooperative deduplication is disabled, you will need to update the passphrase on the device associated with this folder, to enable the device to access the folder. If cooperative deduplication is enabled (which is the default), you will need to update the passphrase on all devices using this folder group. 164 CTERA Portal Datacenter Edition User Guide

173 Managing Folders and Folder Groups 10 Exporting Folders to Excel You can export a list of folders and their details to a Microsoft Excel (*.xls) file on your computer. To export folders to Excel 1 In the navigation pane, click Main > Folders. The Main > Folders page appears, displaying all folders. 2 Click Export to Excel. The folders are exported. Deleting Folders To delete a folder 1 Do one of the following: In the Main > Folders page, select the desired folder's row, then click Delete Folder. Access the Folder Manager, then click Delete. See Accessing the Folder Manager (on page 150). A confirmation message appears. 2 Click Yes. The folder is deleted. CTERA Portal Datacenter Edition User Guide 165

174 10 Managing Folders and Folder Groups Accessing the Folder Group Manager Most tasks related to managing a folder group are performed in the Folder Group Manager. To access the Folder Group Manager 1 In the navigation pane, click Main > Folder Groups. The Main > Folder Groups page appears, displaying all folder groups. 2 Do one of the following: Select the desired folder group's row and click Edit. Click on the folder group's name. 166 CTERA Portal Datacenter Edition User Guide

175 Managing Folders and Folder Groups 10 The Folder Group Manager opens displaying the General tab. Adding and Editing Folder Groups When a device first backs up files to the CTERA Portal, and cooperative de-duplication is enabled for the device's owner, a folder group is automatically created. By default, the folder group is assigned a name based on the device's name. If desired, you can add new folder groups manually, and you can edit their properties. To add or edit a folder group 1 Do one of the following: To add a new folder group, in the Main > Folder Groups page, click New. To edit an existing folder group, access the Folder Group Manager. See Accessing the Folder Group Manager (on page 166). The Folder Group Manager opens displaying the General tab. 2 Complete the fields using the information in the following table. 3 Click Save. CTERA Portal Datacenter Edition User Guide 167

176 10 Managing Folders and Folder Groups Table 32: Folder Group Manager General Fields In this field... Do this... Name State Average Block Size Average Map File Size Use Data Compression Type a name for the folder group. Select the folder group's state. This can have the following values: Online. The folder group is online, and it is possible to view, modify, and back up files to its member folders. Offline. The folder group is offline, and it is not possible to view, modify, and back up files to its member folders. Folder groups may be taken offline during some maintenance operations, such as when repairing a folder using the CTERA Cloud FSCK utility. All member folders will inherit the folder group's state. The default average block size used by new folder groups. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring CTERA Portal General Settings" on page 47). The default average map file size used by new folder groups. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring CTERA Portal General Settings" on page 47). This field indicates whether devices are required to compress all blocks that they upload to the portal. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring CTERA Portal General Settings" on page 47). 168 CTERA Portal Datacenter Edition User Guide

177 Managing Folders and Folder Groups 10 Use Encryption Passphrase protected Your New Passphrase / Confirm New Passphrase Passphrase Strength Owner This field indicates whether data in this folder group will be stored in encrypted format. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring CTERA Portal General Settings" on page 47). Select this option to specify that the folder group should be passphrase protected. This field only appears when manually creating a new folder group, in which the Use Encryption option is enabled. To change the passphrase of an existing folder group, see Changing Passphrases for Accessing Folder Group Contents (on page 171). Type the passphrase for accessing this folder group. A bar indicating the passphrase's strength. When adding a new folder group, select an owner for the folder group. When editing an existing folder group, you can click on the owner's name to open the User Account Manager and manage the owner's user account. For information on managing user accounts, see Managing User Accounts (on page 69). CTERA Portal Datacenter Edition User Guide 169

178 10 Managing Folders and Folder Groups Viewing Folder Groups To view all folders groups in the portal In the navigation pane, click Main > Folder Groups. The Main > Folder Groups page appears, displaying all folder groups. The table includes the following columns. Table 33: Folder Groups Fields This field... Displays... ID Owner Passphrase-protected State The folder group's name. To edit the folder group's name, click the folder group name. For further details, see Editing Folder Group Properties (see "Adding and Editing Folder Groups" on page 167). The user account name of the folder group's owner. To edit the user account, click the user account name. For further details, see Adding and Editing User Accounts (on page 71). Indicates whether the folder group is passphrase-protected or not (Yes / No). The folder group's state (Online / Offline). Managing Folders for Folder Groups You can manage the folders in a folder group. To manage folders in a folder group 1 Access the Folder Group Manager. See Accessing the Folder Group Manager (on page 166). 2 Click the Folders tab. 170 CTERA Portal Datacenter Edition User Guide

179 Managing Folders and Folder Groups 10 The Folders tab appears with a table of folders associated with the user account. 3 Perform any of the folder management tasks described in Managing Folder Contents (on page 155), as if you were working in the Main > Folders page. Changing Passphrases for Accessing Folder Group Contents Warning Changing the passphrase for a folder group will cause all devices using folders in the folder group to be unable to backup files, until the backup service has been re-configured with the new passphrase in the devices' administration interfaces. To change a passphrase 1 In the navigation pane, click Main > Folder Groups. The Main > Folder Groups page appears, displaying all folder groups. 2 Select the desired folder group's row. 3 Click Change Passphrase. The Change My Passphrase dialog box appears. 4 In the Your Old Passphrase field, type the folder group's old passphrase. CTERA Portal Datacenter Edition User Guide 171

180 10 Managing Folders and Folder Groups 5 In the Your New Passphrase and Confirm New Passphrase fields, type a new passphrase. The Passphrase Strength area displays the passphrase's strength. 6 Click Finish. 7 For each device using a folder in this folder group, do the following: a Log in to the device's administration interface. See Remotely Managing Devices (see "Remotely Managing Devices and Their Files" on page 146). b Run the Backup Setup Wizard and enter the new passphrase. Exporting Folder Groups to Excel You can export a list of folder groups and their details to a Microsoft Excel (*.xls) file on your computer. To export folder groups to Excel 1 In the navigation pane, click Main > Folder Groups. The Main > Folder Groups page appears, displaying all folder groups. 2 Click Export to Excel. The folder groups are exported. Deleting Folder Groups To delete a folder group 1 Do one of the following: In the Main > Folder Groups page, select the desired folder group's row, then click Delete. Access the Folder Group Manager, then click Delete. See Accessing the Folder Group Manager (on page 166). A confirmation message appears. 2 Click Yes. The folder group is deleted. 172 CTERA Portal Datacenter Edition User Guide

181 11 Managing Subscription Plans In reseller portals, individual users obtain cloud services for an open-ended period of time with automatically recurring payments, by subscribing to a subscription plan, which defines the set of services that subscribed users will receive. In contrast, all users in a team portal obtain services for an open-ended period of time without payment, when the portal is subscribed to a global plan. For more information on subscription plans, see Understanding CTERA Provisioning. This chapter explains how to use subscription plans to provision services to user's devices (in reseller portals), as well as how to provision services to virtual portals (including both reseller and team portals) via global plans. In order to manage global plans, these tasks must be performed in the Global Administration View. For information on creating non-recurring prepaid service packages, see Managing Add-on Packages (on page 187). In This Chapter Adding and Editing Subscription Plans Understanding Snapshot Retention Policies Viewing Subscription Plans Setting/Removing the Default Subscription Plan Exporting Subscription Plans to Excel Applying Provisioning Changes Deleting Subscription Plans CTERA Portal Datacenter Edition User Guide 173

182 11 Managing Subscription Plans Adding and Editing Subscription Plans To add or edit a subscription plan 1 In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. 2 Do one of the following: To add a new subscription plan, click New Plan. To edit an existing subscription plan, select the desired subscription plan's row and then click Edit Plan. The Plan Details Wizard opens displaying the Services dialog box. 174 CTERA Portal Datacenter Edition User Guide

183 Managing Subscription Plans 11 3 Complete the fields using the information in the following table. 4 Click Next. The Plan Details dialog box appears. 5 Complete the fields using the information in the following table. 6 Click Next. The Retain Snapshots Policy dialog box appears. 7 Complete the fields using the information in the following table. Tip 8 Click Next. For an explanation of each policy, see Understanding Snapshot Retention Policies (on page 181). CTERA Portal Datacenter Edition User Guide 175

184 11 Managing Subscription Plans The Plan Name and Description dialog box appears. 9 Complete the fields using the information in the following table. 10 Click Next. If billing is not enabled for the portal, or if adding/editing a global plan, the Quotas dialog box appears. 176 CTERA Portal Datacenter Edition User Guide

185 Managing Subscription Plans 11 If billing is enabled for the portal, the Pricing And Quotas dialog box appears. 11 Complete the fields using the information in the following table. 12 Click Next. Tip Payment via credit card is not supported for global plans. The Completing the Plan Details Wizard screen appears. 13 Click Finish. If you edited an existing plan, the following things happen: CTERA Portal Datacenter Edition User Guide 177

186 11 Managing Subscription Plans Provisioning changes are applied to all users, and the Apply Provisioning Changes window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. Click Close. Table 34: Plan Details Wizard Fields In this field... Do this... Cloud Backup Service Indicates that the Cloud Backup Service is included in the subscription plan. This field is read-only. Seeding Supported CTERA Agents Select this option to include backup seeding in the subscription plan. Indicates that CTERA Workstation Agents are included in the subscription plan. This option is selected by default and cannot be cleared. 178 CTERA Portal Datacenter Edition User Guide

187 Managing Subscription Plans 11 Remote Access Cloud Drive Cloud Drive Invitations Allow users to join this plan Free Trial Appliances Limit Retain daily snapshots Retain weekly snapshots Retain monthly snapshots Retain quarterly snapshots Retain yearly snapshots Plan Name Select this option to include remote access in the subscription plan. Remote access includes both access to the device's management interface via the CTERA Portal and a dedicated URL, access to the user's files via the CTERA Portal and a dedicated URL. Note: Device owners can disable remote access via the device's management interface. Select this option to include private cloud drives in the subscription plan. In a team portal, users will be able to access the private cloud drive in addition to the team cloud drive. Users will be able to access their cloud drives via the End User Portal's Files tab, for the purpose of viewing, uploading, and downloading files. Select this option to include cloud file sharing in the subscription plan. This enables the user to send invitations to view or collaborate on files stored on the cloud drive. Select this option to allow users to subscribe to this subscription plan. If this option is not selected, the subscription plan is invisible to end users, and only administrators can assign users to this plan. This field is relevant for reseller portals only. Select this option to include a free trial period in the subscription plan. Then type the desired number of days that subscribers should receive the subscription plan for free. This field is relevant for reseller portals only. Type the maximum number of CTERA appliances belonging to a single account that can be subscribed to this subscription plan. Type the number of daily snapshots that should be retained. Type the number of weekly snapshots that should be retained. Type the number of monthly snapshots that should be retained. Type the number of quarterly snapshots that should be retained. Type the number of yearly snapshots that should be retained. Type a name for the subscription plan. CTERA Portal Datacenter Edition User Guide 179

188 11 Managing Subscription Plans Display Name Sort Index Description Preview Automatic Billing Billing Schedule Price per Period Amount Included Allow purchase Type the name to use when displaying this subscription plan in the End User Portal and notifications. Type an index number to assign the subscription plan, in order to enable custom sorting of the subscription plans displayed to end users in the Subscribe to Plan wizard. This field is optional. Type a description of the subscription plan. HTML is supported. Click this button to view a preview of the subscription plan description in a new window. Select this option to require users to pay for this subscription plan automatically via credit card. This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal. Additional fields are enabled. Select the billing interval (Monthly/Yearly). Invoices will be generated automatically once per billing interval, counting from the date that the user joined the plan. For example, if the user joined a plan on March 16, 2010, and the interval is monthly, invoices will be generated on April 16, May 16, and so on. In contrast, if the billing interval is yearly, invoices will be generated on March 16, 2011, March 16, 2012, and so on. This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal. Type the subscription plan's monthly price in USD. This field is relevant for reseller portals only. Click in this field, and then type the number of item units to include in the subscription plan. For example, to include 5GB of storage space, click in the Storage Quota (GB) item's Amount Included field and type 5. Select this option to allow users to purchase additional item units beyond the number included in the subscription plan. The Bulk Size and Price fields are enabled for the item. This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal. 180 CTERA Portal Datacenter Edition User Guide

189 Managing Subscription Plans 11 Bulk Size Click in this field, and then type the bulk amount in which users can buy additional item units. For example, to specify that users can buy additional storage space in bulk amounts of 2GB, click in the Storage Quota (GB) item's Amount Included field and type 2. Users will be able to buy additional storage in multiples of 2 (2GB, 4GB, 6GB, and so on). This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal. Price Click in this field, and then type the price per bulk purchase of additional items in USD. For example, to specify that each bulk purchase of additional storage space should cost 10USD, click in the Storage Quota (GB) item's Price field and type 10. Users will pay 10USD for each additional 2GB of storage. This field is relevant for reseller portals only, and appears only if the billing feature is enabled for the portal. Understanding Snapshot Retention Policies You can configure a snapshot retention policy that will be used for all folders belonging to users subscribed to this plan. A retention policy specifies the following: The number daily snapshots to retain For example, if daily snapshots are set to 10, then the last 10 daily snapshots will be retained. If daily snapshots are set to 0, then the daily snapshot will be deleted when the next day starts. The number of weekly snapshots to retain A weekly snapshot is the latest snapshot taken during the week. Tip A week is defined as starting on Monday and ending on Sunday. Example 1: Let's say snapshots were successfully taken every day until the current day, which is Sunday. The weekly snapshot is the one taken on Sunday, as it is the latest snapshot taken this week. CTERA Portal Datacenter Edition User Guide 181

190 11 Managing Subscription Plans Example 2: Snapshots were successfully taken every day until the current day, except the Saturday and Sunday snapshots, which were not taken because the device was turned off. The weekly snapshot is the one taken on Friday, as it is the latest snapshot taken this week. The number of monthly snapshots to retain A monthly snapshot is the latest snapshot taken during the month. Example 1: Let's say snapshots were successfully taken every day until the current date, which is April 30th. The monthly snapshot is the one taken on the 30th, as it is the latest snapshot taken this month. Example 2: Snapshots were successfully taken every day until the current date, except snapshots for the 25th through the 30th, which were not taken because the device was turned off. The monthly snapshot is the one taken on 24th, as it is the latest snapshot taken this month. The number of yearly snapshots to retain A yearly snapshot is the latest snapshot taken during the year. Example 1: Let's say snapshots were successfully taken every day until the current date, which is the December 31st. The yearly snapshot is the one taken on the 31st, as it is the latest snapshot taken this year. Example 2: Snapshots were successfully taken every day until the current date, except snapshots for the 25nd through the 31st were not taken because the device was turned off. The yearly snapshot is the one taken on 24th, as it is the latest snapshot taken this year. 182 CTERA Portal Datacenter Edition User Guide

191 Managing Subscription Plans 11 Viewing Subscription Plans To view all subscription plans in the portal In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. If a default subscription plan is defined, it is marked with the icon. The table includes the following columns. Table 35: Plans Fields This field... Displays... Name Display Name Sort Index Storage Allow Joining Trial Appliances Server Agents Workstation Agents The subscription plan's name. To edit the subscription plan, click the subscription plan name. For further details, see Adding and Editing Subscription Plans (on page 174). The subscription plan's name, as displayed in the End User Portal and notifications. An index number assigned to the subscription plan, in order to enable custom sorting of the subscription plans displayed to end users in the Subscribe to Plan wizard. The amount of storage space included in the plan. Indicates whether users can subscribe to this plan from the End User Portal (Yes/No). Note: If set to No, an administrator can still assign users to this plan. If the plan includes a free trial period, this column displays the number of days included in the free trial period. If the plan does not include a free trial period, this column displays No. The maximum number of CTERA appliances devices belonging to a single account that can be assigned this plan. The number of CTERA Server Agents included in the plan. The number of CTERA Workstation Agents included in the plan. CTERA Portal Datacenter Edition User Guide 183

192 11 Managing Subscription Plans Setting/Removing the Default Subscription Plan The default subscription plan is automatically assigned to all new user accounts. To set a subscription plan as the default 1 In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. 2 Select the desired subscription plan's row. 3 Click Set Default. The selected subscription plan becomes the default subscription plan and is marked with the icon. To remove a subscription plan from being the default 1 In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. 2 Select the default subscription plan's row. 3 Click Remove Default. The subscription plan is no longer the default, and the icon is removed. Exporting Subscription Plans to Excel You can export subscription plans to a CSV file that can be opened in Microsoft Excel. To export subscription plans 1 In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. 2 Click Export to Excel. All subscription plans are exported to a CSV file. Applying Provisioning Changes CTERA Portal applies changed plan and add-on settings to all users every day at midnight. If desired, you can use the following procedure to apply all changes immediately. To apply provisioning changes 1 In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. 184 CTERA Portal Datacenter Edition User Guide

193 Managing Subscription Plans 11 2 Click Apply Provisioning Changes. The following things happen: Provisioning changes are applied to all users, and the Apply Provisioning Changes window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. 3 Click Close. Deleting Subscription Plans To delete a subscription plan 1 In the navigation pane, click Provisioning > Plans. The Provisioning > Plans page appears, displaying all subscription plans. 2 Select the desired subscription plan's row. 3 Click Delete Plan. A confirmation message appears. 4 Click Yes. The subscription plan is deleted. CTERA Portal Datacenter Edition User Guide 185

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195 12 Managing Add-on Packages In reseller portals, users can subscribe to add-on packages, each of which defines a set of services that subscribed users will receive in addition to the services specified in the subscription plan, for a specified period of time. In contrast, all users in a team portal obtain additional services for specified period of time, when the portal is subscribed to a global add-on package. For more information on add-on packages, see Understanding CTERA Provisioning. This chapter explains how to use add-on packages to provision services to user's devices (in reseller portals), as well as how to provision services to virtual portals (including both reseller and team portals) via global add-on packages. In order to provision global add-on packages, these tasks must be performed in the Global Administration View. In This Chapter Adding and Editing Add-on Packages Viewing Add-on Packages Exporting Add-on Packages to Excel Applying Provisioning Changes Deleting Add-on Packages Adding and Editing Add-on Packages Once you have added an end-user add-on package to the portal, you can then add the add-on package directly to user accounts, as described in Adding Add-on Packages to User Accounts (on page 78). Alternatively, for a "pre-paid" business model, you can create vouchers for the add-on package, as described in Adding Vouchers (on page 195). End users can then redeem the vouchers in order to add the add-on package to their user accounts. Once you have added a portal-level add-on package to the system, you can then add the add-on package directly to a portal, as described in Adding Global Add-on Packages to Virtual Portals (on page 216). To add or edit an add-on package 1 In the navigation pane, click Provisioning > Add-ons. CTERA Portal Datacenter Edition User Guide 187

196 12 Managing Add-on Packages The Provisioning > Add-ons page appears, displaying all add-on packages. 2 Do one of the following: To add a new add-on package, click New. To edit an existing add-on package, select the desired add-on package's row and then click Edit. The Add-on Wizard opens displaying the Add-on Wizard dialog box. 3 Complete the fields using the information in the following table. 4 Click Next. 188 CTERA Portal Datacenter Edition User Guide

197 Managing Add-on Packages 12 A second Add-on Wizard dialog box appears. 5 Complete the fields using the information in the following table. 6 Click Next. If billing is not enabled in the portal, the Quotas dialog box appears. CTERA Portal Datacenter Edition User Guide 189

198 12 Managing Add-on Packages If billing is enabled for the portal, the Pricing And Quotas dialog box appears. 7 Complete the fields using the information in the following table. 8 Click Next. The Completing the Add-on Wizard screen appears. 9 Click Finish. If you edited an existing add-on, the following things happen: 190 CTERA Portal Datacenter Edition User Guide

199 Managing Add-on Packages 12 Provisioning changes are applied to all users, and the Apply Provisioning Changes window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. Click Close. Table 36: Add-on Wizard Fields In this field... Do this... Cloud Backup Service Indicates that the Cloud Backup Service is included in the add-on package. This field is read-only. Seeding Supported CTERA Agents Select this option to include backup seeding in the add-on package. Indicates that CTERA Workstation Agents are included in the subscription plan. This option is selected by default and cannot be cleared. CTERA Portal Datacenter Edition User Guide 191

200 12 Managing Add-on Packages Remote Access Cloud Drive Cloud Drive Invitations Name Display Name Appliances Expires after Amount Included Select this option to include remote access in the add-on package. Remote access includes both access to the device's management interface via the CTERA Portal and a dedicated URL, access to the user's files via the CTERA Portal and a dedicated URL. Note: Device owners can disable remote access via the device's management interface. Select this option to include private cloud drives in the add-on package. In a team portal, users will be able to access the private cloud drive in addition to the team cloud drive. Users will be able to access their cloud drives via the End User Portal's Files tab, for the purpose of viewing, uploading, and downloading files. Select this option to include cloud file sharing in the add-on package. When invitations are enabled for a device, end users will be able to invite others to view or collaborate on files stored on the device. Type a name for the add-on package. Type the name to use when displaying this add-on package in the End User Portal and notifications. Type the maximum number of CTERA appliances belonging to a single account that can be subscribed to this add-on package. The default value is 0. Select this option to define an expiration date for the add-on, then type the number of days after the add-on has been added to the user account that the add-on package should expire. Click in this field, and then type the number of item units to include in the subscription plan. For example, to include 5GB of storage space, click in the Storage Quota (GB) item's Amount Included field and type CTERA Portal Datacenter Edition User Guide

201 Managing Add-on Packages 12 Viewing Add-on Packages To view all add-on packages in the portal In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-on packages. The table includes the following columns. Table 37: Add-ons Fields This field... Displays... Name Display Name Storage Expires Appliances Server Agents Workstation Agents The add-on package's name. To edit the add-on package, click the add-on package name. For further details, see Adding and Editing Add-on Packages. The add-on package's name, as displayed in the End User Portal and notifications. The amount of storage space included in the add-on package. The number of days after adding this add-on package, that the add-on package will expire. The maximum number of CTERA appliances belonging to a single account that can be assigned this add-on package. The number of CTERA Server Agents included in the add-on. The number of CTERA Workstation Agents included in the add-on. Exporting Add-on Packages to Excel You can export add-on packages to a CSV file that can be opened in Microsoft Excel. To export add-on packages 1 In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-on packages. 2 Click Export to Excel. All add-on packages are exported to a CSV file. CTERA Portal Datacenter Edition User Guide 193

202 12 Managing Add-on Packages Applying Provisioning Changes CTERA Portal applies changed plan and add-on settings to all users every day at midnight. If desired, you can use the following procedure to apply all changes immediately. To apply provisioning changes 1 In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-on packages. 2 Click Apply Provisioning Changes. The following things happen: Provisioning changes are applied to all users, and the Apply Provisioning Changes window opens displaying Running screen with a progress bar that tracks the operation's progress. To stop the process, click Stop. To close the progress bar, while the process continues in the background, click Continue in Background. When the operation is complete, the Completed screen appears. 3 Click Close. Deleting Add-on Packages To delete an add-on package 1 In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-on packages. 2 Select the desired add-on package's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The add-on package is deleted. 194 CTERA Portal Datacenter Edition User Guide

203 13 Managing Vouchers The CTERA Portal enables you to create vouchers, which are prepaid coupons that encapsulate specific add-ons and plans. For more information on vouchers, see Understanding CTERA Provisioning. This chapter explains how to manage vouchers. It is relevant to reseller portals only. Tip In This Chapter In order to use vouchers, vouchers support must be enabled in the CTERA Portal general settings. See Overriding Global Portal Settings (on page 63). Adding Vouchers Viewing Vouchers Sending Vouchers by Exporting Vouchers to Excel Deleting Vouchers Adding Vouchers To add a voucher 1 In the navigation pane, click Provisioning > Vouchers. CTERA Portal Datacenter Edition User Guide 195

204 13 Managing Vouchers The Provisioning > Vouchers page appears, displaying all vouchers. 2 Click New. The Create Vouchers opens displaying the Create Vouchers dialog box. 3 Complete the fields using the information in the following table. 4 Click Next. 196 CTERA Portal Datacenter Edition User Guide

205 Managing Vouchers 13 The Completing the Create Vouchers Wizard screen appears. 5 Click Finish. Table 38: Voucher Wizard Fields In this field... Do this... Add-on / Plan Voucher Code Number of Vouchers to Create Comment Select the add-on package or subscription plan to which this voucher applies. Type the voucher code prefix to use for all vouchers of this type. This can be any sequence of five alphanumeric characters. For example: PKG1Y. Click the arrows or type in the field, to specify the number of vouchers of this type to create. For example: 10. Type a description of this voucher. For example: This voucher can be redeemed for 1 year of 10GB online backup service. CTERA Portal Datacenter Edition User Guide 197

206 13 Managing Vouchers Viewing Vouchers To view all vouchers in the portal In the navigation pane, click Provisioning > Vouchers. The Provisioning > Vouchers page appears, displaying all vouchers. The table includes the following columns. Table 39: Vouchers Fields This field... Displays... Voucher Code Add-on / Plan Status The voucher's code. The add-on package or subscription plan to which this voucher applies. The voucher's status. Active. The voucher has not yet been redeemed. Redeemed. The voucher has been redeemed by a user, and is no longer available to be redeemed by other users. Redeem Date Redeemed By Issue Date Comment The date on which the voucher was redeemed. The name of the user account that redeemed the voucher. The date on which the voucher was created. A description of the voucher. Sending Vouchers by You can send an message to end users, notifying them that a voucher has been issued to them. To send a voucher by 1 In the navigation pane, click Provisioning > Vouchers. The Provisioning > Vouchers page appears, displaying all vouchers. 2 Select the desired voucher's row, then click Send by . An message opens in your client. The message's content can be edited as desired. For information on customizing the message's default content, see Customizing Notification Templates (on page 283). 3 In the To field, type the end user's address. 198 CTERA Portal Datacenter Edition User Guide

207 Managing Vouchers 13 4 Click Send. Exporting Vouchers to Excel You can export vouchers to a CSV file that can be opened in Microsoft Excel. To export vouchers 1 In the navigation pane, click Provisioning > Vouchers. The Provisioning > Vouchers page appears, displaying all vouchers. 2 Click Export to Excel. All vouchers are exported to a CSV file. Deleting Vouchers To delete a voucher 1 In the navigation pane, click Provisioning > Vouchers. The Provisioning > Vouchers page appears, displaying all vouchers. 2 Select the desired voucher's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The voucher is deleted. CTERA Portal Datacenter Edition User Guide 199

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209 14 Managing Invoices When billing is enabled in a reseller portal, the CTERA Portal automatically generates invoices for user accounts whose subscription plans require payment via credit card. The first invoice is generated when the customer subscribes to a subscription plan, and subsequent invoices are generated once every billing period thereafter. Tip The billing period is determined by the subscription plan. See Adding and Editing Subscription Plans (on page 174). An invoice is due for payment ten days after its creation date. On its due date, an invoice is processed, and the customer's credit card is charged the amount specified in the invoice. By default, processing is performed manually (see Processing Invoices Manually (on page 205)); however, it is possible to enable automatic processing globally or per invoice, if desired. See Editing Invoice Properties (on page 202). This chapter explains how to manage invoices. It is relevant to reseller portals only. In This Chapter Editing Invoice Properties Viewing Invoices Processing Invoices Manually Exporting Invoices to Excel Canceling Invoices Customizing the Invoice Template CTERA Portal Datacenter Edition User Guide 201

210 14 Managing Invoices Editing Invoice Properties If desired, you can edit the properties of an invoice, to enable automatic processing. If automatic processing is enabled, the customer's credit card will automatically be charged for services on the invoice's due date. To edit an invoice's properties 1 In the navigation pane, click Provisioning > Invoices. The Provisioning > Invoices page appears, displaying all invoices. 2 Select the desired invoice's row and then click Edit Invoice. 202 CTERA Portal Datacenter Edition User Guide

211 Managing Invoices 14 The Invoice window opens displaying the invoice details. 3 To specify that the invoice should be processed automatically on its due date, select the Auto Process check box. 4 Click Finish. Viewing Invoices The CTERA Portal enables you to view information on all invoices, as well as PDFs of individual invoices. Viewing All Invoices To view all invoices in the portal In the navigation pane, click Provisioning > Invoices. The Provisioning > Invoices page appears, displaying all invoices. The table includes the following columns. Table 40: Invoices Fields This field... Displays... Number The invoice's number. To edit the invoice, click the invoice number. For further details, see Editing Invoice Properties (on page 202). A link to a PDF of the invoice. CTERA Portal Datacenter Edition User Guide 203

212 14 Managing Invoices Account Period Status Auto Process Due Date Sum Payment Date Process Result The user account to which the invoice applies. To edit the user account, click the user account name. For further details, see Adding and Editing User Accounts (on page 71). The period of time covered by the invoice. The invoice's status. This can have the following values: Not Due Yet. Payment for the invoice is not yet due. Due Today. Payment for the invoice is due today. Overdue. Payment for the invoice is overdue. Paid. The invoice has been paid. Canceled. The invoice has been canceled.- If the invoice will be automatically processed, this column displays the icon. For information on enabling automatic processing, see Editing Invoice Properties (on page 202). The date by which payment must be made. The amount of money due to be paid. The date on which payment was made. The result of processing the invoice, as returned by the credit card company. Viewing Individual Invoices To view a PDF of an individual invoice 1 In the navigation pane, click Provisioning > Invoices. The Provisioning > Invoices page appears, displaying all invoices. 2 In the desired invoice's row, click View. A PDF of the invoice appears. 204 CTERA Portal Datacenter Edition User Guide

213 Managing Invoices 14 Processing Invoices Manually If automatic processing is not enabled for an invoice, the invoice must be processed manually on or after its due date, as described in the following procedure, in order to collect the payment from the customer s credit card. For information on enabling automatic processing, see Editing Invoice Properties (on page 202). To process an invoice manually 1 In the navigation pane, click Provisioning > Invoices. The Provisioning > Invoices page appears, displaying all invoices. 2 Select the desired invoice's row and then click Process now. The invoice is processed, and the results are displayed in the Process Result column. Exporting Invoices to Excel You can export invoices to a CSV file that can be opened in Microsoft Excel. To export invoices 1 In the navigation pane, click Provisioning > Invoices. The Provisioning > Invoices page appears, displaying all invoices. 2 Click Export to Excel. All invoices are exported to a CSV file. Canceling Invoices When you cancel an invoice, the customer will not be charged for the services specified in the invoice. To cancel an invoice 1 In the navigation pane, click Provisioning > Invoices. The Provisioning > Invoices page appears, displaying all invoices. 2 Select the desired invoice's row and then click Cancel. The invoice is canceled. CTERA Portal Datacenter Edition User Guide 205

214 14 Managing Invoices Customizing the Invoice Template By default, CTERA Portal sends a monthly message to end users with an invoice attached in PDF format. If desired, you can customize both the message and the PDF. See Customizing Notification Templates (on page 283). 206 CTERA Portal Datacenter Edition User Guide

215 15 Managing Invitations When subscribed to the Cloud File Sharing service, end users can share files and folders stored on the cloud drive with other people, by sending them an invitation for the desired files/folders. Invitation recipients are granted read-only or read-write access to the shared files/folders. This chapter explains how to manage invitations. In This Chapter Configuring Invitation Settings Viewing Active Invitations Deleting Active Invitations Configuring Invitation Settings You can require invitation recipients to authenticate to the CTERA Portal using their username and password, before they can access the shared file/folders. In addition, you can specify how long invitations should be valid. To configure invitation settings 1 In the navigation pane, click Settings > Invitations. CTERA Portal Datacenter Edition User Guide 207

216 15 Managing Invitations The Settings > Invitations page appears. 2 Click Settings. The Invitations Settings dialog box opens. 3 To require invitation recipients to authenticate using their username and password, before they can access the shared file/folders, select the User Authentication check box. 4 In the Invitation is valid for field, type the number of days an invitation is valid. 5 Click Finish. 208 CTERA Portal Datacenter Edition User Guide

217 Managing Invitations 15 Viewing Active Invitations To view active invitations 1 In the navigation pane, click Settings > Invitations. The Settings > Invitations page appears. For each invitation the information in the following table is displayed. 2 To view an individual invitation, select the desired invitation, and then click View Invitation. The Send Invitation dialog box opens displaying the invitation. Table 41: Active Invitations Information This field... Displays... User The name of the user who sent the invitation. This field only appears when viewing all invitations in the system. Expires On Path Access The date on which the invitation expires. The path to the shared file/folder on the cloud drive. The type of access granted to the invitation recipient (Read Only or Read/Write). Deleting Active Invitations If you delete an active invitation, the path and/or URL it contains can no longer be used to access files. To delete active invitations 1 In the navigation pane, click Settings > Invitations. The Settings > Invitations page appears. 2 Select the desired invitation, and then click Delete. A confirmation message appears. 3 Click Yes. The invitation is deleted. CTERA Portal Datacenter Edition User Guide 209

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219 16 Managing Virtual Portals The CTERA Portal can be divided into virtual portals, each of which manages a subset of devices and CTERA Portal user accounts. The following types of virtual portal are supported: Reseller portal This type of portal includes support for reseller-oriented features such as add-ons, plans, vouchers, invoice generation, self registration, and credit card billing. The end users in the portal are the reseller's subscribers. Reseller portals are managed by staff administrators in the Staff Control Panel. Team portal This type of portal is designed for the needs of a company or team with multiple members, and as such do not include support for reseller-oriented features. The users in the portal are the team members. Team portals are managed by team administrators, who are team members with the "Administrator role. These users can manage their team portal via the Administration tab of their End User Portal. For more detailed information on the two types of virtual portals, see The CTERA Portal Datacenter Edition (on page 2). This chapter explains how to add, edit, and delete virtual portals, as well as log into any virtual portal and manage its contents. The tasks in this chapter can be performed in the Global Administration View only. In This Chapter Accessing the Virtual Portal Manager Adding and Editing Virtual Portals Viewing Virtual Portals Assigning Virtual Portals to Global Plans Adding Global Add-on Packages to Virtual Portals Exporting Virtual Portals to Excel Deleting Virtual Portals CTERA Portal Datacenter Edition User Guide 211

220 16 Managing Virtual Portals Accessing the Virtual Portal Manager Most tasks related to managing virtual portals are performed in the Virtual Portal Manager. This task can be performed in the Global Administration View only. To access the Virtual Portal Manager 1 In the navigation pane, click Main > Portals. The Main > Portals page appears, displaying all virtual portals in the system. 2 Do one of the following: Select the desired portal's row and click Edit Portal. Click on the desired portal's name. 212 CTERA Portal Datacenter Edition User Guide

221 Managing Virtual Portals 16 The Virtual Portal Manager opens displaying the Profile tab. Adding and Editing Virtual Portals This task can be performed in the Global Administration View only. To add or edit a virtual portal 1 Do one of the following: To add a new virtual portal, in the Main > Portals page, click New Portal. To edit an existing virtual portal, access the Virtual Portal Manager. See Accessing the Virtual Portal Manager (on page 212). The Virtual Portal Manager opens displaying the Profile tab. 2 In the Name field, type a name (unique identifier) for the virtual portal. 3 In the Type drop-down list, select the virtual portal's type. For information on portal types, see The CTERA Portal Datacenter Edition (on page 2). This field is read-only, when editing an existing virtual portal. 4 Click Save. CTERA Portal Datacenter Edition User Guide 213

222 16 Managing Virtual Portals Viewing Virtual Portals This task can be performed in the Global Administration View only. To view all virtual portals In the navigation pane, click Main > Portals. The Main > Portals page appears, displaying all virtual portals in the system. Reseller portals are indicated by the icon. icon, and team portals are indicated by the The table includes the following columns. Table 42: Virtual Portal Fields This field... Displays... Name The virtual portal's name. To edit the virtual portal, click the portal's name. For further details, see Adding and Editing Virtual Portals (on page 213). Subscription Plan The global plan to which this virtual portal is assigned. To modify the plan, click the plan's name. For further details, see Adding and Editing Subscription Plans (on page 174). Add Ons The number of add-on packages for the virtual portal. To modify the list of add-on packages, click on the number. For further details, see Adding and Editing Add-on Packages. Connected Devices Allocated Quota Appliances Server Agents Workstation Agents Users The number of devices currently connected to the virtual portal. The total storage quota allocated to end user accounts in the virtual portal. The total number of CTERA appliances defined in the virtual portal, out of the total number available in the subscription plan. The total number of CTERA Server Agent quotas allocated to end user accounts in the virtual portal. The total number of CTERA Workstation Agent quotas allocated to end user accounts in the virtual portal. The number of user accounts defined in the virtual portal. 214 CTERA Portal Datacenter Edition User Guide

223 Managing Virtual Portals 16 Assigning Virtual Portals to Global Plans This task can be performed in the Global Administration View only. To assign a virtual portal to a global plan 1 Access the Virtual Portal Manager. See Accessing the Virtual Portal Manager (on page 212). 2 If the virtual portal is a reseller portal, select the Provision quotas for this virtual portal check box. 3 Click the Provisioning tab. The Provisioning tab appears. 4 In the Subscription Plan field, click. CTERA Portal Datacenter Edition User Guide 215

224 16 Managing Virtual Portals The Select Your Subscription Plan dialog box opens. 5 In the Subscription Plan drop-down list, select the global plan to assign the portal. 6 Click OK. 7 In the Subscription Expiration field, click to specify the date on which the portal's subscription to the selected plan should expire. 8 Click Save. The virtual portal is assigned to the subscription plan. Adding Global Add-on Packages to Virtual Portals This task can be performed in the Global Administration View only. To add global add-on packages to a virtual portal 1 Access the Virtual Portal Manager. See Accessing the Virtual Portal Manager (on page 212). 2 If the virtual portal is a reseller portal, select the Provision quotas for this virtual portal check box. 3 Click the Provisioning tab. The Provisioning tab appears. 4 To add an add-on package for the virtual portal, do the following: a In the drop-down list, select the desired add-on package. b Click Add. 216 CTERA Portal Datacenter Edition User Guide

225 Managing Virtual Portals 16 The global add-on package appears in the list box. c In the add-on package's row in the list box, click in the Valid For column, then click. A calendar appears. d Select the date on which the add-on package subscription should end. The Expiration column is updated accordingly. 5 To remove an add-on package from the virtual portal, in the add-on package's row in the list box, click. The add-on package is removed. 6 Click Save. The virtual portal is assigned to the add-on packages. CTERA Portal Datacenter Edition User Guide 217

226 16 Managing Virtual Portals Exporting Virtual Portals to Excel You can export a list of user virtual portals and their details to a Microsoft Excel (*.xls) file on your computer. This task can be performed in the Global Administration View only. To export virtual portals to Excel 1 In the navigation pane, click Main > Portals. The Main > Portals page appears, displaying all virtual portals in the system. 2 Click Export to Excel. The virtual portals are exported. Deleting Virtual Portals Warning When a virtual portal is deleted, all of its contents are deleted, as well. This task can be performed in the Global Administration View only. To delete a virtual portal 1 Do one of the following: In the Main > Portals page, select the desired portal's row, then click Delete Portal. Access the Virtual Portal Manager, then click Delete. See Accessing the Virtual Portal Manager (on page 212). A confirmation message appears. 2 Click Yes. The virtual portal and all of its contents are deleted. 218 CTERA Portal Datacenter Edition User Guide

227 17 Managing Servers Global administrators can manage the servers on which CTERA Portal is installed. This chapter explains how to manage servers. The tasks in this chapter can be performed in the Global Administration View only. In This Chapter Accessing the Server Manager Editing Server General Settings Editing Server SMTP Settings Viewing Servers' Statuses Viewing Connected Devices Monitoring Server Activity Viewing Server Tasks Accessing the Server Manager Tasks related to managing and monitoring a server are performed in the Server Manager. This task can be performed in the Global Administration View only. To access the Server Manager 1 In the navigation pane, click Main > Servers. CTERA Portal Datacenter Edition User Guide 219

228 17 Managing Servers The Main > Servers page appears, displaying all servers. 2 Do one of the following: Select the desired server's row and click View. Click on the desired server's name. The Server Manager opens displaying the General Settings tab. 220 CTERA Portal Datacenter Edition User Guide

229 Managing Servers 17 Editing Server General Settings You can edit a server's settings, including the server's name and IP address. In addition, you can override global mail server settings for the server. For information on global mail server settings, see Configuring Global Mail Server Settings (on page 59). This task can be performed in the Global Administration View only. To edit a server's general settings 1 Access the Server Manager. See Accessing the Server Manager (on page 219). 2 In the Name field, type a name for the server. 3 In the IP Address field, type the server's IP address. 4 To define custom IP address mappings for virtual portals, do the following for each virtual portal: a Select the Custom Address Mappings check box. The Custom Address Mappings table is enabled. b In the virtual portal's row, click in the IP Address field, then type the IP address to be translated. CTERA Portal Datacenter Edition User Guide 221

230 17 Managing Servers To specify the server's IP address, do not enter a value in this field. c In the virtual portal's row, click in the NAT IP Address field, then type the IP address to which the original IP address should be translated. 5 Click Save. Editing Server SMTP Settings You can edit a server's settings, including the server's name and IP address. In addition, you can override global mail server settings for the server. For information on global mail server settings, see Configuring Global Mail Server Settings (on page 59). This task can be performed in the Global Administration View only. To edit a server's SMTP settings 1 Access the Server Manager. See Accessing the Server Manager (on page 219). 2 Click the SMTP Settings tab. The SMTP Settings tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. 222 CTERA Portal Datacenter Edition User Guide

231 Managing Servers 17 Table 43: Server Manager SMTP Settings Fields In this field... Do this... SMTP Settings Select this option to override global mail server settings. The remaining fields are enabled. SMTP Server SMTP Port Enable TLS Type the outgoing mail server address for sending messages from the CTERA Portal to users. Type the port number for sending messages from the CTERA Portal to users. Select this option to enable using Transport Layer Security (TLS) encryption for SMTP connections. Your SMTP server must support TLS, in order to use this feature. Server requires authentication Username Password Select this option if the SMTP server requires authentication. Type the user name that the CTERA Portal should use when authenticating to the SMTP server. Type the password that the CTERA Portal should use when authenticating to the SMTP server. Viewing Servers' Statuses You can view the current status of servers. This task can be performed in the Global Administration View only. To view servers' statuses 1 In the navigation pane, click Main > Servers. The Main > Servers page appears, displaying all servers. The Status column displays the current status of each server (Connected / Not Connected). CTERA Portal Datacenter Edition User Guide 223

232 17 Managing Servers Viewing Connected Devices You can view information about a server's currently connected devices. This task can be performed in the Global Administration View only. To view a server's currently connected devices 1 Access the Server Manager. See Accessing the Server Manager (on page 219). 2 Click the Clients tab. The Clients tab appears. For information on the Client tab fields, see the following table. Table 44: Server Clients Fields This field... Displays... Name Owner Total In Total Out The name of the client device. The name of the client device's owner. The total CTTP traffic sent from the client device to the virtual portal. The total CTTP traffic sent from the virtual portal to the client device. 224 CTERA Portal Datacenter Edition User Guide

233 Managing Servers 17 Average In Average Out In Backup Connected Since The average speed (throughput) of traffic sent from the client device to the virtual portal in bytes/second. The average speed (throughput) of traffic sent from the virtual portal to the client device in bytes/second. Indicates whether the client device is currently backing up files to the CTERA Portal. Devices in backup are marked with the icon; otherwise, no icon appears. The date and time of connected. Monitoring Server Activity You can view charts displaying a server's activity data. This task can be performed in the Global Administration View only. To view a server's activity 1 Access the Server Manager. See Accessing the Server Manager (on page 219). 2 Click the Activity tab. The Activity tab appears. CTERA Portal Datacenter Edition User Guide 225

234 17 Managing Servers For information on the charts displayed, see the following table. Table 45: Server Activity Charts This chart... Displays... Load Average Java RAM Usage (MB) Storage Traffic In (KB/Second) Storage Traffic Out (KB/Second) Storage Operation In (IO/Second) Storage Operation Out (IO/Second) CTTP Traffic In (KB/Second) CTTP Traffic Out (KB/Second) The server's average load over time. A server's load is the number of currently running processes that are using, or waiting to use, the CPU. The server's Java RAM usage in MB over time. The incoming storage traffic in KB/second over time. The outgoing storage traffic in KB/second over time. The number of read operations performed by the CTERA Portal on cloud storage nodes. The number of store operations performed by the CTERA Portal on cloud storage nodes. The incoming CTTP traffic in KB/second over time. The outgoing CTTP traffic in KB/second over time. Open Database Connections The number of open database connections over time. Logged In Users Store block (Seconds) Blocks Cleaned (Blocks/Second) Connected Devices The number of CTERA Portal administrators logged in over time. The average time taken to complete a block store operation in seconds. The number of unused blocks deleted per second by the Block Cleaner. The Block Cleaner deletes unused blocks from cloud storage, whenever snapshots are deleted according to the retention policy. The number of connected client devices over time. 226 CTERA Portal Datacenter Edition User Guide

235 Managing Servers 17 Viewing Server Tasks You can view the server's currently running tasks and completed tasks. This task can be performed in the Global Administration View only. To view a server's tasks 1 Access the Server Manager. See Accessing the Server Manager (on page 219). 2 Click the Tasks tab. The Tasks tab appears. 3 Do any of the following: To view currently running tasks, clicks the Running Tasks sub-tab. To view completed tasks, clicks the Recently Completed sub-tab. To view all tasks, clicks the All Tasks sub-tab. The relevant information appears. For information on the fields displayed, see the following table. CTERA Portal Datacenter Edition User Guide 227

236 17 Managing Servers Table 46: Server Tasks Fields This field... Displays... Task Status The type of task. This can be any of the following: Unused block cleaner Agent licensing refresh Alert sender Invoice processor FSCK Inactive account cleaner Expired invitations cleaner Invoice generator Logs Cleaner Generate user notifications Notification suppress cleaner Report generator Snapshot consolidator Snapshot cleaner Storage usage calculator Certificate update Update user accounts The task's status. This can be any of the following:. Completed successfully.. In progress.. Failed. Start Duration Progress Message The date and time at which the task started. The amount of time the task took, or has taken so far. The task's progress. This fields is displayed for some tasks only. Additional information about the task. 228 CTERA Portal Datacenter Edition User Guide

237 18 Managing Device Firmware Images Each device in the CTERA Portal system is installed with a firmware image that suits the device platform. This chapter explains how to manage device firmware images. The tasks in this chapter can be performed in the Global Administration View only. In This Chapter Uploading Firmware Images Viewing Firmware Images Marking a Firmware Image as the Current Firmware Image Deleting Firmware Images Viewing Devices that Use a Specific Firmware Image Uploading Firmware Images This task can be performed in the Global Administration View only. To upload a firmware image 1 In the navigation pane, click Main > Firmware Repository. CTERA Portal Datacenter Edition User Guide 229

238 18 Managing Device Firmware Images The Main > Firmware Repository page appears, displaying all firmware images. 2 Click Upload. The Upload Firmware Wizard opens displaying the Upload Firmware dialog box. 3 Click Upload and browse to the desired *.tgz file. The firmware image is uploaded to the relevant device platform category. 230 CTERA Portal Datacenter Edition User Guide

239 Managing Device Firmware Images 18 At the end of the upload process, the Completing the Upload Firmware Wizard screen appears. 4 Click Finish. Viewing Firmware Images This task can be performed in the Global Administration View only. To view all firmware images in the system In the navigation pane, click Main > Firmware Repository. The Main > Firmware Repository page appears. The firmware images and their device platform categories are displayed in a tree. The current firmware image for each platform is marked with a image sizes are specified. icon, and the firmware Marking a Firmware Image as the Current Firmware Image When you mark a firmware image as the current firmware image, all devices of the relevant device platform that are set to automatically download firmware images will download this firmware image. There can only be one current firmware image per device platform. This task can be performed in the Global Administration View only. To mark a firmware image as the current firmware image 1 In the navigation pane, click Main > Firmware Repository. The Main > Firmware Repository page appears, displaying all firmware images. 2 Select the desired firmware image's row. CTERA Portal Datacenter Edition User Guide 231

240 18 Managing Device Firmware Images 3 Click Mark as Current. The selected firmware image becomes the current firmware image and is marked with the icon. Deleting Firmware Images This task can be performed in the Global Administration View only. To delete a firmware image 1 In the navigation pane, click Main > Firmware Repository. The Main > Firmware Repository page appears, displaying all firmware images. 2 Select the desired firmware image's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The firmware image is deleted. Viewing Devices that Use a Specific Firmware Image You can view all devices that are configured to use a specific firmware. To view devices with a specific firmware configured 1 In the navigation pane, click Main > Firmware Repository. The Main > Firmware Repository page appears, displaying all firmware images. 2 Click on the firmware image you want to search for. 3 Click Show devices. The Main > Devices page appears, displaying the devices that are configured to use the specified firmware. Tip You can achieve the same results by searching for the desired firmware in the Main > Device page. See Searching Tables (on page 43). 232 CTERA Portal Datacenter Edition User Guide

241 19 Managing Storage Nodes The CTERA Portal stores data on storage nodes. This chapter explains how to manage storage nodes. The tasks in this chapter can be performed in the Global Administration View only. In This Chapter Adding and Editing Storage Nodes Viewing Storage Nodes Deleting Storage Nodes Adding and Editing Storage Nodes This task can be performed in the Global Administration View only. To add or edit a storage node 1 In the navigation pane, click Main > Storage Nodes. The Main > Storage Nodes page appears, displaying all storage nodes. CTERA Portal Datacenter Edition User Guide 233

242 19 Managing Storage Nodes 2 Do one of the following: To add a new storage node, click New. To edit an existing storage node, select the desired node's row and then click Edit. The Storage Node Wizard opens displaying the Storage Node Wizard dialog box. 3 Complete the fields using the information in the following table. 4 Click Next. Do one of the following: If you selected Amazon S3, continue at Using an Amazon S3 Storage Node (on page 235). If you selected CTERA Storage, continue at Using a CTERA Storage Node (on page 236). If you selected Rackspace CloudFiles, continue at Using a Rackspace CloudFiles Storage Node (on page 237). If you selected MezeoCloud, continue at Using a MezeoCloud Storage Node (on page 238). If you selected Nirvanix Cloud Storage Network, continue at Using a Nirvanix Cloud Storage Network Storage Node (on page 239). If you selected EMC Atmos, continue at Using an EMC Atmos Storage Node (on page 240). If you selected Hitachi HCP, continue at Using a Hitachi HCP Storage Node (on page 241). 234 CTERA Portal Datacenter Edition User Guide

243 Managing Storage Nodes 19 Table 47: Storage Node Fields In this field... Do this... Type Storage Node Name Operation Mode Select the storage node type. Type a name (unique identifier) for the storage node. Choose the desired operation mode for the storage node. This can be either of the following: Read / Write. New data blocks can be stored on the storage node. Read-Only. New data blocks cannot be stored on the storage node. Instead, they will be directed to storage nodes that are in Read/Write mode. Note: CTERA Portal will delete blocks that are deemed to be no longer in use, even if the storage node is in Read-Only mode. Using an Amazon S3 Storage Node The Amazon S3 dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). CTERA Portal Datacenter Edition User Guide 235

244 19 Managing Storage Nodes Table 48: Amazon S3 Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS only Type your Amazon S3 bucket. Type your Amazon S3 access key ID. Type your Amazon S3 storage node's secret access key. Type the host name of the S3 service. The default value is s3.amazonaws.com. Do not change this value from the default unless you are using an alternative, S3-compatible service that is not operated by Amazon. Select this option to use only HTTPS to connect with the storage node. Using a CTERA Storage Node The CTERA Storage dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). 236 CTERA Portal Datacenter Edition User Guide

245 Managing Storage Nodes 19 Table 49: CTERA Storage Fields In this field... Do this... HA Mode Server Port Select this option to enable High Availability (HA) between this storage node and a CTERA storage node on another server. Type the IP address of the server on which the other CTERA storage node is located. Type the port number to use for connections with the other CTERA storage node. The default value is Using a Rackspace CloudFiles Storage Node The Rackspace CloudFiles dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). Table 50: Rackspace CloudFiles Fields In this field... Do this... Bucket Name User Api Key Type the name of your Rackspace CloudFiles bucket. Type your user ID for accessing Rackspace CloudFiles. Type your Rackspace CloudFiles API key. CTERA Portal Datacenter Edition User Guide 237

246 19 Managing Storage Nodes Using a MezeoCloud Storage Node The MezeoCloud dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). Table 51: MezeoCloud Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS Only Type your Mezeo bucket. Type your Mezeo access key ID. Type your Mezeo storage node's secret access key. Type the host name of the Mezeo storage node. Select this option to use only HTTPS to connect with the storage node. 238 CTERA Portal Datacenter Edition User Guide

247 Managing Storage Nodes 19 Using a Nirvanix Cloud Storage Network Storage Node The Nirvanix Cloud Storage Network dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). Table 52: Nirvanix Cloud Storage Network Fields In this field... Do this... Bucket Name User Password Application Key Type your Nirvanix Cloud Storage Network bucket. Type your user ID for accessing Nirvanix Cloud Storage Network. Type your password for accessing Nirvanix Cloud Storage Network. Type your Nirvanix Cloud Storage Network application key. CTERA Portal Datacenter Edition User Guide 239

248 19 Managing Storage Nodes Using an EMC Atmos Storage Node The EMC Atmos dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). Table 53: EMC Atmos Fields In this field... Do this... Full Token Id Access Point Shared Secret Type your EMC Atmos full token ID. Type the host name of the EMC Atmos storage node. Type your EMC Atmos shared secret. 240 CTERA Portal Datacenter Edition User Guide

249 Managing Storage Nodes 19 Using a Hitachi HCP Storage Node The Hitachi HCP dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 3 Continue at Completing Storage Node Configuration (on page 242). Table 54: Hitachi HCP Fields In this field... Do this... Bucket Name User Password Type the name of your Hitachi HCP bucket. Type your user ID for accessing Hitachi HCP. Type your password for accessing Hitachi HCP. CTERA Portal Datacenter Edition User Guide 241

250 19 Managing Storage Nodes Completing Storage Node Configuration The Completing the Storage Node Wizard screen appears. Click Finish. Viewing Storage Nodes This task can be performed in the Global Administration View only. To view all storage nodes in the system In the navigation pane, click Main > Storage Nodes. The Main > Storage Nodes page appears, displaying all storage nodes. The table includes the following columns. Table 55: Storage Nodes Fields This field... Displays... Name Type Bucket Operation Mode The storage node's name. To edit the storage node, click the storage node name. For further details, see Adding and Editing Storage Nodes (on page 233). The storage node's type. The name of the storage node's bucket. The storage node's operation mode. This can be any of the following: Read/Write Read Only 242 CTERA Portal Datacenter Edition User Guide

251 Managing Storage Nodes 19 Status Storage Usage The storage node's current status. This can be either of the following: Connected Not Connected Note: The system will not attempt to store new blocks in storage nodes that are not connected. The amount of storage used, followed by the amount of free space. This field is relevant for CTERA storage nodes only. Note: The system will not attempt to store new blocks in storage nodes that are out of disk space. Deleting Storage Nodes This task can be performed in the Global Administration View only. To delete a storage node 1 In the navigation pane, click Main > Storage Nodes. The Main > Storage Nodes page appears, displaying all storage nodes. 2 Select the desired storage node's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The storage node is deleted. CTERA Portal Datacenter Edition User Guide 243

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253 Importing and Exporting Folders (Seeding) 20 This chapter explains how to import and export customer's data to and from the CTERA Portal. In This Chapter Importing Folders Exporting Folders Importing Folders When an end user has a lot of information to back up, the initial backup to the cloud can take a long time. You can speed up initial backup for your customers by offering a backup seeding service. Customers who are subscribed to this service can store the files they want to include in the initial backup on a selected hard drive, and then deliver the hard drive to you, the CTERA Portal owner. You then perform backup seeding, that is, you create the customer's initial backup by importing folders directly from the hard drive you received. Tip The seeding hard drive can optionally be encrypted using strong encryption (AES RSA) so even if the drive is lost, there is very little risk to the customer s sensitive information while in transit. To import folders 1 Mount the customer's seeding hard drive on a CTERA Portal server. 2 In the command line, enter the following command: telnet localhost 3 Enter the following command: login portalname [interface] username Where: portalname is the name of the portal to which you want to import the data. CTERA Portal Datacenter Edition User Guide 245

254 20 Importing and Exporting Folders (Seeding) interface is the CTERA Portal interface you want to log in to. This can have the following values: staff. The Staff Control Panel admin. The Administrator Control Panel If you do not include this parameter, the CTERA Portal will attempt to log you in to the Global Administration View. username is your CTERA Portal user name. You are prompted for your password. 4 Enter your password. 5 Do one of the following: If the files on the seeding hard drive are in CTERA seeding format (*.tar), enter the following command: import-folder /folders/foldername tar seeding-disk-path If the files on the seeding hard drive are regular files, enter the following command: import-folder /folders/foldername dir seeding-disk-path Where: foldername is the name of the folder to which you want to import the data. seeding-disk-path is the path to the seeding disk. The data on the seeding hard drive is imported, and the current snapshot of the CTERA Portal folder is replaced by the contents of the seeding disk path. Exporting Folders You can perform large restore operations by exporting folders from the CTERA Portal onto a portable hard drive or a new device, and delivering it to the customer. To export folders 1 Mount a hard drive on one of the CTERA Portal servers. 2 In the command line, enter the following command: telnet localhost 3 Enter the following command: login portalname <interface> username Where: portalname is the name of the portal to which you want to import the data. 246 CTERA Portal Datacenter Edition User Guide

255 Importing and Exporting Folders (Seeding) 20 interface is the CTERA Portal interface you want to log in to. This can have the following values: staff. The Staff Control Panel admin. The Administrator Control Panel username is your CTERA Portal user name. You are prompted for your password. 4 Enter your password. 5 To export a snapshot of the folder other than the current one, do the following: a Enter the following command: Snapshot list /folders/foldername Where foldername is the name of the folder for which you want to view a list of snapshots. A list of folder snapshots appears. b Take note of the ID of the snapshot you want to export. 6 Enter the following command: export-folder /folders/foldername destination-path [snapshot-id] Where: foldername is the name of the folder from which you want to export data. destination-path is the path to the hard drive. snapshot-id is the ID of the snapshot you want to export. If you do not include this parameter, the current snapshot will be exported. The following things happen: If the folder is passphrase-protected, you are prompted to enter a passphrase. Enter you passphrase. The folder is exported to the selected destination folder. CTERA Portal Datacenter Edition User Guide 247

256

257 21 Monitoring the CTERA Portal This chapter explains how to use the Status Dashboard, CTERA Portal reports, CTERA Portal logs, and other means to monitor your CTERA Portal. In order to monitoring an individual virtual portal, perform these tasks within the desired portal. In order to monitor all virtual portals in the system, these tasks must be performed in the Global Administration View. In This Chapter Viewing the Status Dashboard Viewing Reports Configuring Log Settings Viewing Logs Clearing Logs Using CTERA Portal Notifications Using Alerts Viewing the Status Dashboard The Status Dashboard provides an overview of the CTERA Portal's current status, including the following: The amount of cloud storage provisioned and used The number of CTERA Agent licenses provisioned and used The connection status of all device types in the CTERA Portal system The number of new devices and users in the CTERA Portal system To view the Status Dashboard In the navigation pane, click Main > Dashboard. CTERA Portal Datacenter Edition User Guide 249

258 21 Monitoring the CTERA Portal The Main > Dashboard page appears. For information on the fields displayed, see the following table. Tip The data is automatically refreshed, every few seconds. Table 56: Status Dashboard Fields This field... Displays... Cloud Storage (GB) Limit Provisioned In Use The total amount of cloud storage available for this virtual portal in TB, over the past month. This field does not appear in the Global Administration View. The amount of cloud storage space provisioned to portal users in TB, over the past month. The amount of cloud storage space used by portal users in TB, over the past month. Users New this month New today Total The number of new users added to the system, over the past month. The number of new users added to the system today. The total number of users in the system, over the past month. 250 CTERA Portal Datacenter Edition User Guide

259 Monitoring the CTERA Portal 21 Server Agent Licenses Limit Provisioned In Use The total number of CTERA Server Agent licenses available for this virtual portal, over the past month. This field does not appear in the Global Administration View. The number of CTERA Server Agent licenses provisioned to portal users, over the past month. The number of CTERA Server Agent licenses used by portal users, over the past month. Workstation Agent Licenses Limit Provisioned In Use The total number of CTERA Workstation Agent licenses available for this virtual portal, over the past month. This field does not appear in the Global Administration View. The number of CTERA Workstation Agent licenses provisioned to portal users, over the past month. The number of CTERA Workstation Agent licenses used by portal users, over the past month. Devices Connected Disconnected Total The number of devices that are currently connected to the CTERA Portal. The number of devices that are currently not connected to the CTERA Portal. The total number of devices defined in the CTERA Portal. Devices New this month New today Total The number of new devices added to the system, over the past month. The number of new devices added to the system today. The total number of devices in the system, over the past month. CTERA Portal Datacenter Edition User Guide 251

260 21 Monitoring the CTERA Portal Viewing Reports The CTERA Portal provides the following reports: Table 57: CTERA Portal Reports This report... Is available for... Folders Folder Groups Devices Plans Add-ons Storage Portals Reseller portals, team portals Reseller portals, team portals Reseller portals, team portals, the CTERA Portal system Reseller portals, the CTERA Portal system Reseller portals, the CTERA Portal system The CTERA Portal system The CTERA Portal system To view a report for the CTERA Portal system, you must open the report in the Global Administration View. Viewing the Folders Report You can view detailed information about all folders, including deleted ones. To view the Folders Report 1 In the navigation pane, click Main > Reports. 252 CTERA Portal Datacenter Edition User Guide

261 Monitoring the CTERA Portal 21 The Main > Reports page appears displaying the Folders Report. If a CTERA Portal administrator already ran the Folders Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 2 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. Table 58: Folders Report Fields This field... Displays... Name Owner Deleted Storage Quota Usage All Snapshots Size Files in Upload Size Current Snapshot Files All Snapshots Files The folder's name. The folder's owner. Indicates whether the folder has been deleted (true/false). The percentage of storage quota used. The size of all snapshots of this folder. The size of files that are currently being uploaded to this folder. The number of files in the current snapshot (that is, not including previous versions that are stored for this folder). The total number of files in all snapshots (that is, including previous versions that are stored for this folder). CTERA Portal Datacenter Edition User Guide 253

262 21 Monitoring the CTERA Portal Files in Upload Bad Files Snapshots Number The number of files that are currently being uploaded to this folder. The number of corrupted files in the folder. The number of previous versions currently stored for this folder. Viewing the Folder Groups Report You can view detailed information about all folder groups, including deleted ones. To view the Folder Groups Report 1 In the navigation pane, click Main > Reports. The Main > Reports page appears. 2 In the Topic drop-down list, select Folder Groups. The Folder Groups Report is displayed. If a CTERA Portal administrator already ran the Folder Groups Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 3 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. 254 CTERA Portal Datacenter Edition User Guide

263 Monitoring the CTERA Portal 21 Table 59: Folder Groups Report Fields This field... Displays... Name Owner Deleted Storage Space Mapfile Overhead Uncompressed Files Size Files in Upload Size Number of Folders Uploaded Blocks In Upload Blocks In Upload Mapfiles Missing Blocks Total Mapfiles Missing Mapfiles Total Files Files in Upload Bad Files The folder group's name. The folder group's owner. Indicates whether the folder group has been deleted (true/false). The amount of storage space consumed by this folder group. The amount of space consumed by the mapfiles for this folder group. The uncompressed size of the files in folders belonging to this folder group. The size of files that are currently being uploaded to folders belonging to this folder group. The number of folders belonging to this folder group. The number of uploaded blocks in folders belonging to this folder group. The number of blocks currently being uploaded to folders belonging to this folder group. The number of mapfiles currently being uploaded to folders belonging to this folder group. The number of missing blocks in folders belonging to this folder group. The total number of mapfiles in folders belonging to this folder group. The number of missing mapfiles in folders belonging to this folder group. The total number of files in folders belonging to this folder group. The number of files that are currently being uploaded to folders belonging to this folder group. The number of corrupted files in folders belonging to this folder group. CTERA Portal Datacenter Edition User Guide 255

264 21 Monitoring the CTERA Portal Viewing the Devices Report You can view detailed information about all devices. To view the Devices Report 1 In the navigation pane, click Main > Reports. The Main > Reports page appears. 2 In the Topic drop-down list, select Devices. The Devices Report is displayed. If a CTERA Portal administrator already ran the Devices Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 3 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. Table 60: Devices Report Fields This field... Displays... Portal Device Type Amount The name of the virtual portal in which this device is defined. The device type. The number of devices of this type. 256 CTERA Portal Datacenter Edition User Guide

265 Monitoring the CTERA Portal 21 Connected Not Connected Total Local Storage Free Local Storage The number of devices of this type that are currently connected to the CTERA Portal. The number of devices of this type that are currently not connected to the CTERA Portal. The total amount of local storage space reported by devices of this type. The amount of local storage space that is currently reported as unused by devices of this type. Viewing the Plans Report You can view detailed information about all plans. To view the Plans Report 1 In the navigation pane, click Main > Reports. The Main > Reports page appears. 2 In the Topic drop-down list, select Plans. The Plans Report is displayed. If a CTERA Portal administrator already ran the Plans Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 3 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. CTERA Portal Datacenter Edition User Guide 257

266 21 Monitoring the CTERA Portal Table 61: Plans Report Fields This field... Displays... Name Subscriptions Expired Additional Storage Additional Server Agents Additional Workstation Agents Total Storage Space Total Server Agents Quota The plan's name. The number of subscriptions to the plan. The number of expired subscriptions to the plan. The amount of additional storage purchased by users who are subscribed to this plan, in GB. For example, if two users are subscribed to this plan, one of whom purchased 5GB of additional storage and the other of whom purchased 2GB of additional storage, this field will display 7GB. This field is relevant only for plans that allow purchasing additional storage. The number of additional server agent licenses purchased by users who are subscribed this plan. For example, if two users are subscribed to this plan, one of whom purchased 3 additional server agent licenses and the other of whom purchased 2 additional server agent licenses, this field will display 5. This field is relevant only for plans that allow purchasing additional server agent licenses. The number of additional workstation agent licenses purchased by users who are subscribed to this plan. For example, if two users are subscribed to this plan, one of whom purchased 10 additional workstation agent licenses and the other of whom purchased 8 additional workstation agent licenses, this field will display 18. This field is relevant only for plans that allow purchasing additional workstation agent licenses. The total amount of cloud storage space quota included in all instances of this plan, in GB. For example, if 10 users are subscribed to a plan with 10GB storage space, this field will display 100GB. The total number of server agent licenses included in all instances of this plan. For example, if 10 users are subscribed to a plan with 5 server agents, this field will display CTERA Portal Datacenter Edition User Guide

267 Monitoring the CTERA Portal 21 Total Workstation Agents Quota C200 CloudPlug C400 C800 Cloud Server Agent Cloud Workstation Agent The total number of workstation agent licenses included in all instances of this plan. For example, if 10 users are subscribed to a plan with 10 workstation agents, this field will display 100. The number of C200 appliances owned by users who are subscribed to the plan. The number of CloudPlug appliances owned by users who are subscribed to the plan. The number of C400 appliances owned by users who are subscribed to the plan. The number of C800 appliances owned by users who are subscribed to the plan. The number of server agents in Cloud Agent mode owned by users who are subscribed to the plan. The number of workstation agents in Cloud Agent mode owned by users who are subscribed to the plan. Viewing the Add-ons Report You can view detailed information about all add-ons. To view the Add-ons Report 1 In the navigation pane, click Main > Reports. The Main > Reports page appears. 2 In the Topic drop-down list, select Add-Ons. CTERA Portal Datacenter Edition User Guide 259

268 21 Monitoring the CTERA Portal The Add-Ons Report is displayed. If a CTERA Portal administrator already ran the Add-Ons Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 3 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. Table 62: Add-ons Report Fields This field... Displays... Portal Name Amount in Use Storage Quota Total Storage Space The name of the virtual portal in which this add-on is defined. The add-on's name. The number of add-ons that are currently in use. The amount of storage space included in a single instance of this add-on. The total amount of storage space included in all instances of this add-on. For example, if the storage quota of a single instance of this add-on is 10GB, and the add-on is used 15 times, then the total storage space is 150GB. 260 CTERA Portal Datacenter Edition User Guide

269 Monitoring the CTERA Portal 21 Total Server Agents Quota Total Workstation Agents Quota The total number of server agent licenses included in all instances of this add-on. The total number of workstation agent licenses included in all instances of this add-on. Viewing the Storage Report Global administrators can view information about the CTERA Portal storage nodes. To view the Storage Report 1 In the navigation pane, click Main > Reports. The Main > Reports page appears displaying the Storage Report. If a CTERA Portal administrator already ran the Storage Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 2 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. CTERA Portal Datacenter Edition User Guide 261

270 21 Monitoring the CTERA Portal Table 63: Storage Report Fields This field... Displays... Location Type Name Deleted Storage Space Mapfile Overhead Uploaded Blocks Missing Blocks Total Mapfiles Missing Mapfiles In Upload Blocks In Upload Mapfiles The storage node's type. The name of the storage node. Indicates whether the storage node has been deleted (true/false). The amount of storage space available on this storage node. The amount of space consumed by the mapfiles for this server. The number of uploaded blocks in this storage node. The number of missing blocks in this storage node. The total number of mapfiles in this storage node. The number of missing mapfiles in this storage node. The number of blocks currently being uploaded to the storage node. The number of mapfiles currently being uploaded to this storage node. Viewing the Portals Report Global administrators can view information about all virtual portals. To view the Portals Report 1 In the navigation pane, click Main > Reports. The Main > Reports page appears. 2 In the Topic drop-down list, select Portals. 262 CTERA Portal Datacenter Edition User Guide

271 Monitoring the CTERA Portal 21 The Portals Report is displayed. If a CTERA Portal administrator already ran the Portals Report, the report is displayed, and the report date appears in the Last run on field. For information on the fields displayed, see the following table. 3 If the Last run on field displays "Never", or if you would like to update the displayed report, click Run. A new report is generated. For information on the fields displayed, see the following table. Table 64: Portals Report Fields This field... Displays... Name Deleted Storage Quota The virtual portal's name. Indicates whether the virtual portal has been deleted (true/false). The storage quota allocated to this virtual portal by the global administrator. If the quota is unlimited, this field will be empty. Storage Quota Allocated For a reseller portal, this field displays the sum of all storage quotas allocated to users in the portal. For a team portal, this field displays the sum of all storage quotas currently being used by users in the portal. Storage Quota Usage The amount of storage space used in this virtual portal. CTERA Portal Datacenter Edition User Guide 263

272 21 Monitoring the CTERA Portal All Snapshots Size Physical Storage Files in Upload Size Current Snapshots Files All Snapshots Files Files in Upload Bad Files Snapshots Number Server Agents (quota) Server Agents (allocated) Server Agents (used) Workstation Agents (quota) Workstation Agents (allocated) Workstation Agents (used) Connected Devices Total Devices Total Users The size of all snapshots of this virtual portal. The amount of physical storage used by this virtual portal. The size of files that are currently being uploaded to this virtual portal. The number of files in the current snapshot (that is, not including previous versions that are stored for this virtual portal). The total number of files in all snapshots (that is, including previous versions that are stored for this virtual portal). The number of files that are currently being uploaded to this virtual portal. The number of corrupted files in the virtual portal. The number of previous versions currently stored for this virtual portal. The quota of server agents allocated to this virtual portal by the global administrator. If the quota is unlimited, this field will be empty. For a reseller portal, this field displays the sum of all server agent quotas allocated to users in the portal. For a team portal, this field displays the sum of all server agent quotas currently being used by users in the portal. The number of server agent licenses used in this virtual portal. The quota of workstation agents allocated to this virtual portal by the global administrator. If the quota is unlimited, this field will be empty. For a reseller portal, this field displays the sum of all workstation agent quotas allocated to users in the portal. For a team portal, this field displays the sum of all workstation agent quotas currently being used by users in the portal. The number of workstation agent licenses used in this virtual portal. The number of devices that are currently connected to the virtual portal. The total number of devices defined in the virtual portal. The total number of users defined in the virtual portal. 264 CTERA Portal Datacenter Edition User Guide

273 Monitoring the CTERA Portal 21 Exporting Reports to Excel You can export a reports to a CSV file that can be opened in Microsoft Excel. To export a report 1 View the desired report. See Viewing Reports (on page 252). 2 Click Export to Excel. The report is exported to a CSV file. Configuring Log Settings Global administrators can configure log settings for all virtual portals. This task can be performed in the Global Administration View only. To configure log settings 1 In the navigation pane, click Logs & Alerts > Log Settings. The Logs & Alerts > Log Settings page appears. 2 In the Keep logs for field, type the number of days that the CTERA Portal should store logs. The default value is 30 days. 3 In the Log Level drop-down list, select the minimum log level to display in the CTERA Portal. CTERA Portal Datacenter Edition User Guide 265

274 21 Monitoring the CTERA Portal For example, if you select Critical, then only Alert, Critical, and Emergency logs will appear in the CTERA Portal. The default value is Info. 4 Click Save. Viewing Logs The CTERA Portal Log Viewer includes the following log categories: Table 65: Log Categories This log category... Displays... And is available for... System Local Backup Cloud Backup Access Audit All events that do not belong in other log categories. Events related to synchronization operations. Events related to backup or restore operations. Events related to user access to the CTERA Portal. Changes to the CTERA Portal configuration. Reseller portals, team portals, the CTERA Portal system Reseller portals, team portals Reseller portals, team portals Reseller portals, team portals, the CTERA Portal system Reseller portals, team portals, the CTERA Portal system CTERA Agents Events related to CTERA Agents. Reseller portals, team portals Accounting Events related to accounting. Reseller portals Viewing logs for the CTERA Portal system is available in the Global Administration View. 266 CTERA Portal Datacenter Edition User Guide

275 Monitoring the CTERA Portal 21 Viewing System Logs To view System logs In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. Tip If the Log Viewer is already open and a different log category is displayed, in the Select Topic drop-down list, select System. The following information is displayed: Table 66: System Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 268). Origin Type Origin Date Portal User The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. The date and time at which the event occurred. The portal administrator or user who triggered the event. To edit the administrator or user, click their user name. For further details, see Managing Administrators (on page 99). CTERA Portal Datacenter Edition User Guide 267

276 21 Monitoring the CTERA Portal Device User The user who triggered the event on the device. This field is relevant only for events where the origin is a device. Details More Info A description of the event. Additional information about the event. Table 67: Log Levels Icon Log Level Error Warning Info Debug Viewing Local Backup Logs To view Local Backup logs 1 In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. 2 In the Select Topic drop-down list, select Local Backup. The Local Backup logs appear. For information on the displayed fields, see the following tables. 268 CTERA Portal Datacenter Edition User Guide

277 Monitoring the CTERA Portal 21 3 To view files for which errors occurred during a synchronization operation, click on the desired operation in the upper pane. Information about files for which errors occurred appears in the lower pane. Table 68: Local Backup Log Upper Pane Fields This field... Displays... Type Origin Type Origin An icon indicating the log level. See Log Levels. The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. Start Time Name Mode Type Level Duration Result Files Size Transferred Files Transferred Size More Info The date and time at which the synchronization operation started. The name of the sync rule. The operation mode, Backup or Restore. The type of synchronization, manual or scheduled. The synchronization level, Files or Sync. The amount of time the synchronization operation took. The result of the synchronization operation. The number of files at the synchronization source. The total size of the files at the synchronization source in MB. The number of files transferred to the synchronization destination. The total size of the files transferred to the synchronization destination in MB. Additional information about the synchronization operation. Table 69: Local Backup Log Lower Pane Fields This field... Displays... Type An icon indicating that an error occurred during synchronization ( ). File Name Path Result More Info The name of the file for which an error occurred. The path to the file. The result of the synchronization operation. Additional information about the synchronization operation. CTERA Portal Datacenter Edition User Guide 269

278 21 Monitoring the CTERA Portal Viewing Cloud Backup Logs To view Cloud Backup logs 1 In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. 2 In the Select Topic drop-down list, select Cloud Backup. The Cloud Backup logs appear. For information on the displayed fields, see the following table 3 To view additional logging information for a backup operation, click on the desired operation in the upper pane. Information about files included in the backup operation appears in the lower pane. Table 70: Cloud Backup Log Upper Pane Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 268). Origin Type Origin The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. Start Time Mode The date and time at which the backup operation started. The operation mode, Backup or Restore. 270 CTERA Portal Datacenter Edition User Guide

279 Monitoring the CTERA Portal 21 Type Duration Result Files Size Transferred Files Transferred Size Changed Files Changed Size More Info The type of backup, manual or scheduled. The amount of time the backup operation took. The result of the backup operation. The number of files to be backed up. The total size of the files to be backed up. The number of files transferred to cloud storage during the backup operation. The size of the files transferred to cloud storage during the backup operation. The number of files that changed since the last backup operation. The total size of the files that changed since the last backup operation. Additional information about the event. Table 71: Cloud Backup Log Lower Pane Fields This field... Displays... Type An icon indicating whether backup was successful ( ) or not ( ). File Name Path Duration Size Transferred Size Dedup Ratio Result More Info The name of the backed up file. The path to the backed up file. The amount of time backup took for the file. The size of the file. The size of the file transferred to cloud storage. The deduplication ratio for the file. The result of the backup operation. Additional information about the event. CTERA Portal Datacenter Edition User Guide 271

280 21 Monitoring the CTERA Portal Viewing Access Logs To view Access logs 1 In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. 2 In the Select Topic drop-down list, select Access. The Access logs appear. The following information is displayed: Table 72: Access Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 268). Origin Type Origin Date Portal User Device User The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. The date and time at which the event occurred. The portal administrator or user who triggered the event. To edit the administrator or user, click their user name. For further details, see Managing Administrators (on page 99). The user who triggered the event on the device. This field is relevant only for events where the origin is a device. 272 CTERA Portal Datacenter Edition User Guide

281 Monitoring the CTERA Portal 21 Protocol Details Target Client IP More Info The protocol used when triggering the event: GUI CIFS (Windows File Sharing) AFP FTP NFS RSync CTERA Agent WebDAV A description of the event. The object that was affected by the action. For example, if user JohnS was deleted, this column displays "JohnS". To edit the target, click the target's name. The IP address from which the user triggered the event. Additional information about the event. Viewing Audit Logs To view Audit logs 1 In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. 2 In the Select Topic drop-down list, select Audit. CTERA Portal Datacenter Edition User Guide 273

282 21 Monitoring the CTERA Portal The Audit logs appear. The following information is displayed: Table 73: Audit Log Fields This field... Displays... Action The action type. See Action Types (page 275). Origin Type Origin Date Portal User Device User Type Target The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. The date and time at which the event occurred. The portal administrator or user who triggered the event. To edit the administrator or user, click their user name. For further details, see Managing Administrators (on page 99). The user who triggered the event on the device. This field is relevant only for events where the origin is a device. The type of setting that was affected by the action. For example, if CTERA Portal administrator JohnS was deleted, this column displays "PortalAdmin". The object that was affected by the action. For example, if user JohnS was deleted, this column displays "JohnS". 274 CTERA Portal Datacenter Edition User Guide

283 Monitoring the CTERA Portal 21 More Info Additional information about the event. Table 74: Action Types Icon Label Description Added Deleted Modified Formatted Disabled Enabled An object was added to the CTERA Portal. An object was deleted from the CTERA Portal. An object was modified. A disk was formatted. A setting was disabled. A setting was enabled. Viewing CTERA Agent Logs To view CTERA Agents logs 1 In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. 2 In the Select Topic drop-down list, select CTERA Agents. The CTERA Agents logs appear. The following information is displayed: CTERA Portal Datacenter Edition User Guide 275

284 21 Monitoring the CTERA Portal Table 75: CTERA Agents Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 268). Origin Type Origin Date Source Details More Info The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. The date and time at which the event occurred. The name of the CTERA Agent-installed computer that triggered the event. A description of the event. Additional information about the event. Viewing Accounting Logs To view Accounting logs 1 In the navigation pane, click Logs & Alerts > Logs. The Logs & Alerts > Logs page appears displaying the System logs. 2 In the Select Topic drop-down list, select Accounting. The Accounting logs appear. The following information is displayed: 276 CTERA Portal Datacenter Edition User Guide

285 Monitoring the CTERA Portal 21 Table 76: Accounting Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 268). Origin Type Origin The type of entity sent the event log (a virtual portal or a device). The entity that sent the event log. To edit or view details about the entity, click the entity name. Date Details Account Name Target The date and time at which the event occurred. Detailed information about the event. The user account that was affected by the event. The object that was affected by the action. For example, in the Invoice created log, the this column displays the ID of the invoice that was created. Invoice Amount More Info The amount of money specified in the invoice. Additional information about the event. Filtering Logs You can filter the logs in a given log category according to one or more of the following: Severity. Only those logs with a certain minimum log level will be displayed. This type of filtering is available for all log categories. Date. Only those logs on, before, or after a certain date will be displayed. This type of filtering is available only for System, Access, and Audit log categories. Origin Type. Only those logs sent by a certain type of entity (device or virtual portal) will be displayed. This type of filtering is available for all log categories. Origin. Only those logs sent by a specific entity will be displayed. This type of filtering is available for all log categories. User. Only those logs triggered by a specific user will be displayed. This type of filtering is available only for System logs. To filter logs 1 View the desired log category. See Viewing Logs. 2 To filter according to severity, in the Minimum Severity drop-down list, select the minimum log level to display in this category. For example, if you select Warning, then only Warning and Error logs will be displayed. 3 To filter according to date: CTERA Portal Datacenter Edition User Guide 277

286 21 Monitoring the CTERA Portal a Mouse-over the Date column's heading, then click on the arrow that appears. A drop-down list appears. b Mouse-over Filters, then mouse-over the desired date filter type. A calendar appears. c Click the desired date. 4 To filter according to origin type: a Mouse-over the Origin Type column's heading, then click on the arrow that appears. A drop-down list appears. b Mouse-over Filters. A list of origin types appears. c Click the desired origin type. 5 To filter according to origin: a Mouse-over the Origin column's heading, then click on the arrow that appears. A drop-down list appears. b Mouse-over Filters. 278 CTERA Portal Datacenter Edition User Guide

287 Monitoring the CTERA Portal 21 A field appears. c In the field, type the desired origin. 6 To filter according to user: a Mouse-over the User column's heading, then click on the arrow that appears. A drop-down list appears. b Mouse-over Filters. A field appears. c In the field, type the desired name of the desired user's user account. 7 To remove a severity filter, set the Minimum Severity to Info. 8 To remove any other filter: a Mouse-over the relevant column's heading, then click on the arrow that appears. A drop-down list appears. b Clear the Filters check box. The filter is removed. Exporting Logs to Excel You can export logs to a CSV file that can be opened in Microsoft Excel. To export logs 1 View the desired log category. See Viewing Logs. 2 Click Export to Excel. The logs in the current log category are exported to a CSV file. CTERA Portal Datacenter Edition User Guide 279

288 21 Monitoring the CTERA Portal Clearing Logs Global administrators can clear the logs of all virtual portals. This task can be performed in the Global Administration View only. To clear all logs 1 In the navigation pane, click Logs & Alerts > Log Settings. The Logs & Alerts > Log Settings page appears. 2 Click Clean Now. Logs are cleared in all virtual portals. Using CTERA Portal Notifications You can configure the CTERA Portal to automatically send notifications to end users and administrators upon certain events. Tip In order to use notifications, the Sender Name must be configured in the Settings > General page. See Overriding Global Portal Settings (on page 63). Configuring Notifications To configure CTERA Portal notifications 1 In the navigation pane, click Settings > Notifications. 280 CTERA Portal Datacenter Edition User Guide

289 Monitoring the CTERA Portal 21 The Settings > Notifications page appears. 2 Complete the fields using the information in the following table. 3 Click Save. Table 77: CTERA Portal Notification Fields In this fields... Do this... User is over quota User is over agents quota Quota is Select this option to send a notification to end users when their cloud storage space is full. Select this option to send a notification to end users when they have exceeded the licensed number of CTERA Agents. This field is relevent for reseller portals only. Select this option to send a notification to end users when the cloud storage space is a certain percentage full, then type the desired percentage in the field provided. The default value is 90% CTERA Portal Datacenter Edition User Guide 281

290 21 Monitoring the CTERA Portal Add-on is about to expire in Trial is about to expire in Device not connected Password Recovery New User Invitation Registration Confirmation Change Confirmation Invoice Select this option to send a notification to end users when an add-on package to which they are subscribed will expire in a certain number of days, then type the desired number of days in the field provided. The default value is 7 days. This field is relevent for reseller portals only. Select this option to send a notification to end users when their trial subscription will expire in a certain number of days, then type the desired number of days in the field provided. The default value is 7 days. This field is relevent for reseller portals only. Select this option to send a notification to end users when their device has not connected to the CTERA Portal for a certain number of days, then type the desired number of days in the field provided. The default value is 3 days. Select this option to send a notification to end users when a request is made to reset their password. This notification is mandatory. It is always enabled and cannot be disabled. Select this option to send a notification to end users when an account has been created for them by an administrator, inviting them to use the portal. The message contains the portal address, as well as the username and password. Select this option to send a notification to end users after registering with the CTERA Portal, and before activating their account. This notification is mandatory. It is always enabled and cannot be disabled. This field is relevent for reseller portals only. Select this option to send a notification to end users when a request is made to change their address. This notification is mandatory. It is always enabled and cannot be disabled. Select this option to send a monthly invoice to end users. This field is relevent for reseller portals only. 282 CTERA Portal Datacenter Edition User Guide

291 Monitoring the CTERA Portal 21 User Report Select this option to send a monthly report to end users, which includes the following information: Account information Storage statistics Usage report Details of all the user's devices Information on the status of the user's cloud backups Customizing Notification Templates You can customize the notifications listed in Configuring Notifications (on page 280), as well as the following notifications: Table 78: CTERA Portal Notification Templates Notification Description Vouchers issued Registration Completed Invoice Notification A notification sent to end users when a voucher has been issued to them. A notification sent to end users after registering with the CTERA Portal and activating their account. A notification sent to end users with an invoice PDF attached. This template allows customizing both the message and the PDF. User is near quota limitation header footer A notification sent to end users when the amount of cloud backup storage space used reaches or exceeds the percentage specified in the Settings > Notifications page page's Quota is field. The HTML header that appears at the top of all notifications. The HTML footer that appears at the bottom of all notifications. You customize notifications by modifying their templates. The notifications are in HTML format. This procedure is relevant for reseller portals only. To customize CTERA Portal notification templates 1 Do one of the following: To customize configurable notifications only: 1 In the navigation pane, click Settings > Notifications. The Settings > Notifications page appears. 2 Next to the desired notification, click Customize. CTERA Portal Datacenter Edition User Guide 283

292 21 Monitoring the CTERA Portal To customize non-configurable notifications, or both configurable notifications and non-configurable notifications: 1 In the navigation pane, click Settings > Templates. The Settings > Templates page appears. 2 Select the desired template's row and then click Edit. The Notification Template Editor opens displaying the Message tab. If the notification includes a PDF attachment, the Notification Template Editor will include a PDF tab, as well. 2 Select the Customize Notification Template check box. 284 CTERA Portal Datacenter Edition User Guide

293 Monitoring the CTERA Portal 21 3 In the Subject field, type the text that should appear in the notification 's Subject line. 4 In the Message box, modify the template as desired. 5 To preview your changes, click Preview. 6 To edit a PDF attachment, do the following: a Click the PDF tab. The PDF tab appears. b In the PDF box, modify the template as desired. c To preview your changes, click Preview. The PDF is downloaded to your computer. 7 To undo your unsaved changes, click Revert. 8 Click Save. CTERA Portal Datacenter Edition User Guide 285

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