Storage Sync for Netgear Version Installation Guide for Netgear ReadyNAS 6.0 Intel Base NAS

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1 Storage Sync for Netgear Version 10.0 Installation Guide for Netgear ReadyNAS 6.0 Intel Base NAS Revised January, 2014

2 Table of Contents Introduction... 3 Supported NETGEAR 6 Devices... 3 Using this Document... 3 Storage Sync For Netgear Overview... 3 High Speed LAN Access to Files... 4 Access Permissions... 4 Work Locally, Access Globally... 4 Bi-directional Synchronization... 5 Redundancy... 5 Storage Sync Installation... 5 Configure your NETGEAR ReadyNAS... 5 Active Directory Integration... 6 Install and Configure Egnyte Storage Sync add-on... 8 Egnyte Glossary

3 Introduction This document is a guide describing technical details and best practices for implementing Egnyte Storage Sync for Netgear ReadyNas devices. The Egnyte hybrid cloud technology combines the accessibility and flexibility of cloud storage with the robust performance offered by local storage. By automatically detecting and synchronizing changes to files on either the local drives or in the cloud, Egnyte ensures that users have reliable and fast access to the files they need wherever they are. Supported NETGEAR 6 Devices Storage Sync for Netgear version 10.0 supports NETGEAR ReadyNAS 6.0 FW revision 6.2 and up for 64bit OS Storage Sync for Netgear works on all Netgear ReadyNAS that are powered with Intel Processors. For more information about Netgear ReadyNAS, offerings, sizing and concurrent user support please refer here. Egnyte has fully tested Storage Sync for Netgear on the following ReadyNAS devices: ReadyNAS 312 ReadyNAS 314 ReadyNAS 316 ReadyNAS 516 ReadyNAS 716 ReadyNAS 3220 ReadyNAS 4220 S/X Using this Document This document has been created to apply to the widest possible audience. Where appropriate, for instructional purposes, prescriptive examples have been included. The infrastructure guidelines provided in this document are suggestions and might not align exactly with the customer s infrastructure and requirements. The aim of the document is to simplify the common configuration steps where possible. Storage Sync For Netgear Overview Storage Sync leverages hybrid cloud file sharing technology to perform bi-directional synchronization between your Netgear ReadyNAS device and Egnyte Cloud. Files and folders can be replicated across offices and across different storage systems in order to facilitate cross-office collaboration. When Storage Sync is deployed for the first time, you will be prompted to create an Egnyte Cloud account. This account serves as the domain for your company on Egnyte Cloud to host your business data along with the users and security groups that need access to the collaborative data. Egnyte Cloud Server provides a globally unified namespace for managing multiple instances of Storage Syncs, provisioning users and groups, managing user-permissions, setting data retention policies and many more 3

4 powerful features. This enables your company s IT team to easily manage Egnyte even while your business continues to grow and file sharing needs expand. Storage Sync for Netgear runs as a service on your Netgear ReadyNAS device and performs sync for data that exists on a configured CIFS share to Egnyte Cloud. Local users can access the CIFS share and collaborate on files. These changes get synced with the Egnyte Cloud where remote users can obtain the most up-to-date copy of these files. High Speed LAN Access to Files Storage Sync allows users to access the files directly from the local device. Users simply connect to the device using a familiar network drive interface. Access Permissions With Storage Sync, all access permissions are synchronized from the Cloud File Server to the local device. This ensures that user access files locally with the same level of security as they would on the Cloud File Server. For example, a user who has only Read permissions on a folder would not be able to modify or delete files in that folder on the local device. Work Locally, Access Globally When users are in the office, they can access files on the local device. However, when users are out of the office, they can access files from the Cloud File Server. Similarly, users who work from remote locations can also access the files directly from the Cloud File Server. 4

5 Bi-directional Synchronization Storage Sync will also keep the data on the local device and the data on the Cloud File Server synchronized. Administrators can choose to setup an appropriate synchronization schedule based on their business needs. This ensures that data from the local device is made accessible to remote users accessing the Cloud File Server and vice versa. Redundancy Since the data from the local device is automatically synchronized to the Cloud File Server, the Cloud File Server serves as a redundant data store in case the local device fails. It alleviates the need for RAID configuration or other backup procedures for the local data. Should Storage Sync device become corrupted data can be re-synced from Egnyte Cloud File Server. Storage Sync Installation Download the Storage Sync Application and Install Guide that applies to your ReadyNAS version. To download the latest version of the Storage Sync, click here. Configure your NETGEAR ReadyNAS 1. Login as an administrator into the NAS at The default username is admin and the default password is password. 2. After you perform the initial device configuration, make sure the version of the NAS firmware is version 6.2 or higher. To update your firmware, click on System > Update > Check for Updates. 3. Ensure that your ReadyNAS Share is named data (default). Egnyte Storage sync will not install on other share names. 4. If you wish to integrate your NAS with Microsoft Active Directory (AD), you should skip this step. Refer to the Active Directory Integration section to learn how to import users from your AD domain. If you are not integrating with AD, you need to create local users that correspond to your Egnyte users at Security > User & Group Accounts. 5

6 We recommend using identical usernames as the usernames on Egnyte s Cloud File Server (CFS). The passwords set here will be used by the users to connect to the local share. 5. We also recommend that the NAS be configured with a static IP address, so that your users can connect to the NAS with a fixed IP address. Please consult your NETGEAR ReadyNAS documentation for details. Active Directory Integration Please follow the instructions in this section to integrate your NAS with Microsoft Active Directory (AD). 1. Make sure the time zone and time settings on your NAS are correct, and match the settings on your AD Domain Controller (DC). You can set it within the System tab by clicking on the Gear Icon, in the Device section. 6

7 2. You will need to assign your NAS a static IP address, and make sure that the primary DNS server of the NAS is configured to point to the IP address of your DC. This is done at Network > click on eth0 or eth1 > Settings. Please consult your NETGEAR ReadyNAS documentation for more details. 3. Go to Accounts > Authentication and select Access Type as Active Directory. 4. Enter the various parameters required to join the AD domain, including the NetBIOS Name, Domain Name (FQDN), Domain Controller IP Address (Note: DO NOT use Auto-Detect), and the Domain Administrator username and password, and click Apply. 7

8 5. If everything goes well, you should get a popup alerting that you have successfully joined the AD domain. If you need assistance in configuring your AD with your NETGEAR box, please contact us. Install and Configure Egnyte Storage Sync add-on 1. Navigate to your Egnyte domain URL 2. On the right hand side of the top menu bar, select the Tools drop-down menu and choose Plan Details 3. Enable Storage Sync for your account from the Plan Details section for Group and Office plans. 8

9 4. Obtain the latest Sync Storage installation package for NETGEAR at: (EgnyteOfficeLocalCloud.deb) 5. Return to your NETGEAR admin page and go to the Apps tab. Click on Upload. The page will prompt you to for an installation package. Browse to where you downloaded your installation package, and click Upload (blue button) to start the installation. 6. After the installation completes, you should see a notification that it succeeded. Click Refresh (next to Upload) to check for completion. Enable Storage Sync by clicking the box below Developer and Version information to On. 9

10 7. Click the Launch button under the Egnyte logo to take you to the Storage Sync settings page. Should the launch button fail for any reason, you can type the following into your web browser: 8. On the following page, click Yes I have an account if you already have registered an Egnyte domain, or start a free tri 9. Next, authenticate against your Egnyte Cloud File Server by entering an administrator username, password, and Egnyte domain name. 10

11 10. If you integrated with Active Directory, the page will prompt you to enter your AD settings and administrator credentials to link with your Egnyte domain. 11. Configuring the client involves 3 easy steps: 11

12 a. Map the users on the NAS (local/ad) to the users in your CFS domain. The mappings are populated automatically based on usernames, but you may modify the mapping manually if you wish to do so. b. Configure folders that you wish to synchronize from the CFS. 12

13 c. Start the initial synchronization. The initial synchronization pulls down folders and files from your Egnyte CFS, and sets permissions on them accordingly. If the NAS already contains a copy of the cloud data, this process is completed much faster. 12. Once the initial synchronization has completed, your users can now access the network share from the NAS. For Windows users, open My Computer, and click on menu item Tools > Map Network Drive. In the Folder field enter: \\NAS.IP.ADDRESS\ELC For Mac users, open Finder, and click on menu item Go > Connect To Server. In the Server Address field enter: smb://nas.ip.address/elc 13

14 You are now ready to use Egnyte Storage Sync! More advanced users can install Storage Sync for NETGEAR via SSH. For more information on how to do this, please contact us. Egnyte Glossary Egnyte Storage Sync can be deployed on a number of different storage platforms; this guide is specifically focused on the use of Netgear ReadyNAS deployments. Best Practices Per Device recommendations Shared Folders Using Storage Sync management page, select only folders within /Shared that are required on Storage Sync based on sizing. Private Folders Select based on user s request. Keep Private folders that are not required locally unchecked. Permissions Grant RO (Read Only) permissions at parent level folders. Grant RWD (Read, Write & Delete) on folders within parent folders. Example: /Shared/Creative folder all creative users have RO permissions. In /Shared/Creative/Customer1 all creative users have RWD permissions. Moves Schedule Large moves of folders within a maintenance window. Folders that contain more than 40k will cause system performance degradation. Schedule these types of actions after business hours Deletes Schedule Large deletes of folders within a maintenance window. Files and folders larger than 40k will cause system performance degradation. Schedule these types of actions after business hours 14

15 Sync Sync should be configured for real time allowing files and folder changes to be moved into the cloud at the quickest rate. Exception is when in a data migration situation. Rescan Sync The following action(s) may cause a Rescan Sync process to initiate on the Storage Sync Device: 1. CFS folder merge 2. CFS restore from trash 3. CFS more than 40k events 4. CFS folder copy operations 5. Any folder operations that would fail during sync 6. Any operation that causes the DM to miss events (seen in dm.log) 7. Any dm crash or time out (120 minutes) 8. Any rename folder events or folder delete events when there are more than 250k events in the system 9. Local Disk space is critically low (0%) How to reduce System Rescans A rescan is an event that requires the Storage Sync product to scan the local file system reading into a flat file list all files and folders that exist locally. To reduce the rescan of the system please refer to the best practices on Moves and Deletes section. Large files Users who need to create new large files (1GB-5GB) need to be separated from users who work on small files. Separation can be done a number of ways. Option1: Acquire a separate Storage Sync device just for the users with large files Option2: Teach users to use FTP to Egnyte for these large files In either option make sure that the folder that users are pushing large files into Egnyte is not checked for Sync on other Storage Sync devices. 15

16 Restart and shutdown To Shutdown or restart your Storage Sync device, navigate to the URL Log in with your login details. Click on the Power Icon on the Device Overview and select Shutdown or Reboot. Networking In any production environment a Static IP is recommended. For initial setup DHCP is required for initial configuration of the Storage Sync device Upgrading Egnyte will occasionally publish updates to the Storage Sync appliance. When performing any upgrade it is recommended to only upgrade the device during a maintenance window. Usually this entire upgrade process takes less than 30 minutes User Mapping Best practices In most cases it is recommended to filter users by OU or Security group at the Storage Sync device when using AD to reduce the number of possible users. This will improve the overall time to map new users and when performing auto mapping functionality Best Practices for Deploying Storage Sync with Data Migration Note: Please follow these steps in order until completion for each site and migration. Skipping, changing the order or method is not recommended without consulting Egnyte first. 16

17 Task Day Details for sites Install Storage Sync/Integrate Storage Sync to Active Directory/ Map all users. Set sync schedule to No scheduled synchronizations Select single /Shared/Officename folder in Shared and Sync manually Using Sync Back Pro (Windows) or Carbon Copy Cloner (MAC) copy exact data onto Storage Sync /Shared/Officename folder path Start copy to External Hard Drive using Sync Back Pro/Carbon Copy Cloner Follow Data Migration Guide for the current migration process Monitor the data copied to Storage Cloud Monitor the data copied to USB Mail portable drive to Egnyte Follow Data Migration Guide for the current migration process Users continue to access files from original (Windows) file server Egnyte Data Migration is complete Run an FFS Force Full Sync on Storage Sync device ( Enable Real Time Sync on Storage Sync Disable share on old file server (Windows) 17

18 Copy from Source (Windows) to Storage Sync using Sync Back Pro for the changes and differentials Ensure initial synchronization has completed with all captured changes Map Users to Storage Sync device on their Windows/Mac computers Go Live On Storage Sync & Cloud 18

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