CTERA Portal Datacenter Edition

Transcription

1 Administrator Guide CTERA Portal Datacenter Edition November 2013 Version 4.0

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 407) in this guide.

3 i Contents Introduction About the CTERA Portal CTERA Provisioning About This Guide Contacting Technical Support Getting Started 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 Configuring Global Virtual Portal Settings Configuring Default Settings for Virtual-Portals Managing the CTERA Portal License Branding the CTERA Portal Configuring Global Settings Configuring Global Mail Server Settings Managing Certificates Customizing Global Notification Templates Configuring Virtual Portals Overriding the Global Virtual Portal Settings Overriding Global Branding Settings Managing User Accounts Accessing the User Account Manager Adding and Editing User Accounts Viewing User Accounts

4 Contents Configuring Group Membership for User Accounts Provisioning User Accounts in Reseller Portals Provisioning User Accounts in Team Portals Managing Devices for User Accounts Managing Folder Groups for User Accounts Configuring User Accounts' Advanced Settings Managing Projects Owned by User Accounts Configuring User Alerts Viewing User Account Details Generating Monthly Reports Enabling/Disabling User Accounts Exporting User Accounts to Excel Applying Provisioning Changes Deleting User Accounts Using Directory Services Managing User Groups Managing Administrators Accessing the Staff Administrator Manager Adding and Editing Staff Administrators Configuring Staff Administrator Alerts Viewing Staff Administrators Importing Staff Administrators from a File 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 Importing Global Administrators from a File Customizing Administrator Roles 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

5 Contents Selecting CTERA Portal Cloud Folders for Synchronization Marking a Firmware Image as the Current Firmware Image Configuring Automatic Firmware Updates Configuring the Automatic Template Assignment Policy Setting the Default Device Configuration Template Duplicating Configuration Templates Deleting Device Configuration Templates Managing Devices Accessing the Device Manager Editing Device Settings Viewing Devices Remotely Managing Devices and Their Files Remotely Performing Cloud Backup Operations on Devices 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 Backup Folder Contents Exporting Folders to Excel Deleting Folders Accessing the Folder Group Manager Adding and Editing Folder Groups Viewing Folder Groups Managing Home Folders for Folder Groups Managing Backup Folders for Folder Groups Changing Passphrases for Accessing Folder Group Contents Exporting Folder Groups to Excel Deleting Folder Groups Managing Collaboration Projects Enabling Project Collaboration for the Virtual Portal Defining Project Management Permissions Adding Collaboration Projects Editing Collaboration Projects Viewing Collaboration Project Contents Exporting a List of Collaboration Projects to Excel

6 Contents Deleting Collaboration Projects Managing Subscription Plans Understanding Snapshot Retention Policies Adding and Editing Subscription Plans Viewing Subscription Plans Setting/Removing the Default Subscription Plan Exporting Subscription Plans to Excel Applying Provisioning Changes Deleting Subscription Plans Managing Add-ons Adding and Editing Add-ons Viewing Add-ons Exporting Add-ons to Excel Applying Provisioning Changes Deleting Add-ons Managing Vouchers Adding Vouchers Viewing Vouchers Sending Vouchers by Exporting Vouchers to Excel Deleting Vouchers Managing Invitations Configuring Invitation Settings Viewing Active Invitations Deleting Active Invitations Managing Virtual Portals Accessing the Virtual Portal Manager Adding and Editing Virtual Portals Viewing Virtual Portals Assigning Virtual Portals to Global Plans Adding Global Add-ons to Virtual Portals Exporting Virtual Portals to Excel Deleting Virtual Portals Managing Servers Accessing the Server Manager

7 Contents Editing Server General Settings Configuring a Server as a Catalog Node Editing Server SMTP Settings Viewing Connected Devices Monitoring Server Activity Viewing Server Tasks Viewing Servers' Statuses Restarting Servers Managing 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 Over NFS Exporting Folders Monitoring the CTERA Portal Viewing the Status Dashboard Viewing Reports Configuring Logging Viewing Logs Clearing Logs Using CTERA Portal Notifications Using Alerts Recovering CTERA Appliances after Hard Drive Failures Recovering from Hard Drive Failures Recovering from Appliance Failures Recovering from Total Loss of an Appliance Legal Information CTERA End User License Agreement

8 Contents GNU GENERAL PUBLIC LICENSE Apache License Index

9 1 Introduction This chapter introduces the CTERA Portal and this guide. In This Chapter About the CTERA Portal CTERA Provisioning About This Guide Contacting Technical Support CTERA Portal Datacenter Edition Administrator Guide 1

10 1 Introduction About the CTERA Portal CTERA Portal DataCenter Edition is a scalable cloud service delivery platform that you install at your own datacenter and use to create, deliver and manage cloud storage applications, including file sharing and sync, backup, and mobile collaboration. CTERA Portal is compatible with cloud storage infrastructure from multiple vendors, including EMC, HDS, IBM and AWS. CTERA Portal DataCenter Edition enables you to extend cloud services to remote sites and mobile users, via CTERA appliances, CTERA Agents, and CTERA Mobile. The portal ensures data consistency, maintains version history and facilitates file sharing amongst users, regardless of their access method. CTERA employs both global source-based de-duplication and data compression. This ensures that only incremental data changes are transferred for storage in the cloud, and that data blocks are stored only once, which dramatically reduces storage capacity needs and overall network traffic. CTERA Portal DataCenter Edition enables you to create one or more tenants, called Virtual Portals, on a single set of physical servers. Virtual Portals are accessed by end users and management staff via web-based interfaces. CTERA Appliances and end-point agents are remotely managed with CTERA Portal using a single web-based console. Template-based management, centralized monitoring, customized alerting and remote software and firmware upgrade capabilities make it easy to manage appliances of various types and sizes as well as individual end-point agents up to tens of thousands of connected devices with no need for on-site IT presence in remote locations. 2 CTERA Portal Datacenter Edition Administrator Guide

11 Introduction 1 Management Features 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-ons 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-ons per user account, and view real-time storage usage and account status. Remote Device Management and Monitoring Manage CTERA appliances and agents remotely. 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. 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. Virtual Portals 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 CTERA Portal Datacenter Edition Administrator Guide 3

12 1 Introduction Designed for the needs of a reseller, this type of portal includes support for reseller-oriented features such as add-ons, plans, vouchers, and self-registration. 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 7). 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. 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 7). All users in the team portal share, by default, 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 home folder, as well as access to a public folder that is visible to all the users in the portal. Users can create projects to collaborate with other team members. 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. 4 CTERA Portal Datacenter Edition Administrator Guide

13 Introduction 1 Both reseller portals and team portals can be defined within a single CTERA Portal installation. 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, contact CTERA support. Storage Clients As part of the CTERA Cloud Attached Storage architecture, CTERA Portal can deliver cloud services to desktop, server, and mobile endpoints and to on-premises storage hardware. CTERA Portal connects to the following storage clients: CTERA Appliances (on page 5) CTERA Agents (on page 6) CTERA Mobile (on page 6) Throughout this guide, the term "device" refers generically to CTERA Appliances and CTERA Agents. CTERA Appliances CTERA's cloud storage gateways are hybrid appliances that seamlessly combine local storage, cloud storage, data protection functionality and collaboration capabilities in a single, cost-effective package. Ideal for SMBs as well as enterprise branches and remote offices, CTERA's appliances can replace legacy file servers and tape backup in a single solution with significant cost savings. The appliances feature a full set of Network Attached Storage (NAS) capabilities and comprehensive backup functionality, utilizing on-premises storage capabilities for speed and local sharing, while taking advantage of cloud storage for off-site backup, universal access, file sharing, and folder synchronization. CTERA cloud storage gateways are managed remotely by CTERA Portal. Template-based management and remote firmware upgrades make it possible to manage numerous appliances while maintaining minimal on-site IT and reducing total cost of ownership. CTERA Portal Datacenter Edition Administrator Guide 5

14 1 Introduction CTERA Agents CTERA Agents are small-footprint software agents that perform both cloud backup and file sync (FSS) functions. CTERA Agents can connect either directly to the cloud or to a CTERA hybrid cloud gateway appliance. CTERA Agents are available for Windows, Linux and Mac platforms, and are licensed for either laptop/desktop use or for servers. In all cases they provide sync and backup capabilities, supporting both file backup and disk-level ("bare metal") backup. CTERA Agents can be managed remotely by CTERA Portal, where all aspects of backup, sync and agent setup can be monitored and configured from a single console, including software upgrades. CTERA Mobile CTERA Mobile for ios and Android enables business users to access their files securely, view them, edit them, and store them in the cloud where they can be shared with colleagues, partners and customers. Users can also easily upload files, such as photos and documents, from their mobile device to their cloud drives. CTERA Mobile works in tandem with CTERA Portal to provide access to private folders and team project workspaces, as well as the ability to view and download backup files. 6 CTERA Portal Datacenter Edition Administrator Guide

15 Introduction 1 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. CTERA Portal Datacenter Edition Administrator Guide 7

16 1 Introduction When accessed by team administrators, the End User Portal includes an Administration tab with controls for managing the contents and settings of the team portal, instead of the My Account tab. 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. 8 CTERA Portal Datacenter Edition Administrator Guide

17 Introduction 1 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. Administration Control Panel users are called global administrators. This interface also includes the Global Administration View, a special sub-interface for managing global settings shared by all the defined virtual portals. CTERA Portal Datacenter Edition Administrator Guide 9

18 1 Introduction Tip 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. CTERA Provisioning Provisioning is the process of assigning services and quotas to users or tenants. CTERA includes two levels of provisioning: 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. End-user provisioning 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 or by global administrators in the Administration Control Panel. In team portals, end-user provisioning is optional and can be performed by team administrators in the Administration tab of the End User Portal, or by global administrators in the Administration Control Panel. Portal-level Provisioning The following provisioning methods are available for portal-level provisioning: Global plans In order to obtain services, virtual portals are assigned to a global plan which defines a set of services that the portal will receive, and which will subsequently be used by the portal's end users. Further, the plan can specify a maximum snapshot retention policy for the portal (see Understanding Snapshot Retention Policies (on page 224)). 10 CTERA Portal Datacenter Edition Administrator Guide

19 Introduction 1 Tip For reseller portals, the global 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 reseller provisions a 10GB storage quota to an end user, then 10GB of the reseller's storage space quota is consumed immediately, regardless of whether the end user actually uses the entire 10GB of storage space. Likewise, Portal Licenses are consumed when the resources are provisioned to the end user. For team portals, the global plan limits the total amount of resources used by end users. Portal Licenses are consumed immediately, when the team portal is provisioned. Global add-ons In addition to the global plan, one or more "global add-ons" can be added to portals. Each global add-on defines a set of services that portals will receive in addition to the services specified in the global plan. For example, an add-on may include an additional 10 GB of storage space for the number of devices specified in the global plan. Add-ons can be set to expire after a specified time period and can be stacked as desired. For example, a portal may have a subscription plan for 100 GB of storage, as well as two add-ons for 10GB of storage and one add-on for 5GB of storage. While the add-ons are valid, the portal will be entitled to allocate up to 125GB of cloud storage to end users. End-user Provisioning (Reseller Portals) User accounts need to be provisioned in order for end users to obtain services. This is done by setting the subscription plan, or adding add-ons to the user account. If a subscription plan or add-on is modified, all user accounts assigned to the plan or add-on is automatically updated with the changes. The following provisioning methods are available end-user provisioning in reseller portals: Subscription plans In order to obtain services, end users can be subscribed to a subscription plan. The subscription plan includes the list of services provided to the user and the quota for each service. The subscription plan also specifies a snapshot retention policy for the user's folders (see Understanding Snapshot Retention Policies (on page 224)). Add-ons In reseller portals, end users can subscribe to more services in addition to their subscription plan, by adding add-ons to the account. Each add-on defines a set of services that subscribed users will receive in addition to the services specified in the subscription plan. For example, an add-on may include an additional 10 GB of storage space for the number of devices specified in the subscription plan. CTERA Portal Datacenter Edition Administrator Guide 11

20 1 Introduction Add-ons can be stacked as desired. For example, a user may have a subscription plan for 100 GB of storage, as well as two add-ons for 10GB of storage and one add-on for 5GB of storage. While the add-ons 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. Tip Vouchers can also contain a hidden plan that is not exposed to end users. 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. End-user Provisioning (Team Portals) In Team portals, end users must be subscribed to a subscription plan in order to obtain services. The subscription plan includes the list of services provided to the user and the quota for each service. Whereas in reseller portals a quota must be specified for each service, in Team portals, specific quotas can be unlimited, in which case the user account will only be limited by the quotas of the team portal itself. 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 ( 12 CTERA Portal Datacenter Edition Administrator Guide

21 2 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 Administrator Guide 13

22 2 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 14). 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 15). 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 17). 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. 14 CTERA Portal Datacenter Edition Administrator Guide

23 Getting Started 2 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 Administrator Guide 15

24 2 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. If you are an administrator, the Administration tab is displayed. 16 CTERA Portal Datacenter Edition Administrator Guide

25 Getting Started 2 Logging in to the Administration Control Panel To log in to the Global Administration View 1 Using a Web browser, open Where <PortalSuffix> is the CTERA Portal's DNS suffix. For example, to log in to the Global Administration View of a portal whose DNS suffix is "acme.com", you should open Tip Alternatively, you can use the IP address of one of the CTERA Portal servers. For example, to connect to the Global Administration View of a portal whose server IP address is , open This method enables you to gain access to the Global Administration View, if the DNS service is not set up properly. After connecting, you can switch to any other portal as described in Navigating between Virtual Portals (on page 23). The CTERA Portal opens displaying the Administrator Login page. 2 In the fields provided, type your user name and password. 3 Click Log In. CTERA Portal Datacenter Edition Administrator Guide 17

26 2 Getting Started The Global Administration View opens displaying the Main > Dashboard page. To log in to the Administration Control Panel for a specific virtual portal 1 Using a Web browser, open Where <PortalAddress> is the DNS name of the virtual portal to which you want to connect. For example, to connect to a virtual portal whose DNS name is "myportal.acme.com", you must open After connecting, you can switch to any other portal as described in Navigating between Virtual Portals (on page 23), or to the Global Administration View as described in Accessing the Global Administration View (on page 23). The CTERA Portal opens displaying the Administrator Login page. 2 In the fields provided, type your user name and password. 3 Click Log In. 18 CTERA Portal Datacenter Edition Administrator Guide

27 Getting Started 2 The Administration Control Panel opens displaying the Main > Dashboard page. 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: CTERA Portal Datacenter Edition Administrator Guide 19

28 2 Getting Started 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. 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. 20 CTERA Portal Datacenter Edition Administrator Guide

29 Getting Started 2 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. 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. CTERA Portal Datacenter Edition Administrator Guide 21

30 2 Getting Started 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: 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. 22 CTERA Portal Datacenter Edition Administrator Guide

31 Getting Started 2 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 24). 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 23). 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. CTERA Portal Datacenter Edition Administrator Guide 23

32 2 Getting Started 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. 24 CTERA Portal Datacenter Edition Administrator Guide

33 3 Configuring Global Virtual Portal Settings This chapter explains how to configure global 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 Default Settings for Virtual-Portals Managing the CTERA Portal License Branding the CTERA Portal Configuring Global Settings Configuring Global Mail Server Settings Managing Certificates Customizing Global Notification Templates Configuring Default Settings for Virtual-Portals You can globally configure the default settings for virtual portals, 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 (see "Overriding the Global Virtual Portal Settings" on page 67). 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 Administrator Guide 25

34 3 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. 26 CTERA Portal Datacenter Edition Administrator Guide

35 Configuring Global Virtual Portal Settings 3 Table 1: Virtual Portal Settings Fields In this field... Do this... Minimum Password Length Require password change every Support Support URL Sender's Name Delete files of zero quota users after Reseller Portal Settings Type the minimum number of characters that must be used in a CTERA Portal account password. The default value is 7 characters. Select this option to require CTERA Portal users to change their password after a certain number of months, then specify the desired number of months in the field provided. When the specified number of months has elapsed, the user's password will expire, and they will be required to configure a new password upon their next login. 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 <support@ctera.com>". 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. CTERA Portal Datacenter Edition Administrator Guide 27

36 3 Configuring Global Virtual Portal Settings Allow self-registration Require voucher Require confirmation Require company Enable vouchers support Team Portal Settings Enable Home Folders Enable Projects 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. 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 247). These fields are relevant for team portals only. If enabled, a home folder is automatically created for each user in the team portal. If enabled, team portal members can create collaboration projects. Default Settings for New Folder Groups 28 CTERA Portal Datacenter Edition Administrator Guide

37 Configuring Global Virtual Portal Settings 3 Use encryption Use compression Cloud FS version 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 data in newly created folder groups will be stored in encrypted format by default. The Compression check box will be selected by default in all new folder groups' settings. Clearing this option results in higher performance; however, more storage space will be used. Specify the default compression method used by new folder groups by selecting one of the following from the dropdown list: High Compression High Speed The default value is High Speed. Note: This value applies to new folder groups only and cannot be changed for existing folder groups. Select which cloud storage encoding scheme to use for new folder groups. In the current version, CloudFS1 is the only supported cloud storage encoding scheme for folder groups. Select one of the following: CloudFS1. Currently, the only supported cloud storage encoding scheme. CloudFS2. Experimental and reserved for future use. Do not use this option without consulting with CTERA Support. The default value is CloudFS1. CloudFS1 CTERA Portal Datacenter Edition Administrator Guide 29

38 3 Configuring Global Virtual Portal Settings Average Block Size Average Map File Size Select the average block size used by new folder groups when cloudfs1 is selected as the default cloud storage encoding scheme. The CTERA de-duplication engine splits each stored file into blocks. Increasing the 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 de-duplication ratio. Increased block size is useful for workloads that require high performance, as well as for those that do not gain greatly from de-duplication (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 de-duplication, since the portal can better identify finer-grained duplicate data. Note: Changing this value does not affect existing folder groups. The new value applies to new folder groups only. The default value is 512KB. Type the average map file size used by new folder groups when cloudfs1 is selected as the default cloud storage encoding scheme. CTERA Portal uses file maps to keep track of the blocks each file is made of. The Average Map File Size represents the maximum size of file that will be represented using a single file map object. For example, if the average map file size is set to 100MB, files of up to approximately 100 MB will have one file map, files of up to approximately 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. 30 CTERA Portal Datacenter Edition Administrator Guide

39 Configuring Global Virtual Portal Settings 3 Minimum Map File Blocks Type the minimum number of de-duplication blocks that a file must contain in order to trigger creation of a mapfile object. Files with less than this amount will not create a mapfile object, and instead store the list of blocks directly in the database. The default value is 4. Note: For backwards compatibility with firmware versions earlier than 3.1, set this field's value to 1. CloudFS2 Average Block Size Select the average block size used by new folder groups when cloudfs2 is selected as the default cloud storage encoding scheme. The CTERA de-duplication engine splits each stored file into blocks. Increasing the 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 de-duplication ratio. Increased block size is useful for workloads that require high performance, as well as for those that do not gain greatly from de-duplication (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 de-duplication, since the portal can better identify finer-grained duplicate data. Note: Changing this value does not affect existing folder groups. The new value applies to new folder groups only. The default value is 512KB. CTERA Portal Datacenter Edition Administrator Guide 31

40 3 Configuring Global Virtual Portal Settings Average Map File Size Default Settings for New User Interface Language Backup Deduplication Level Type the average map file size used by new folder groups when cloudfs2 is selected as the default cloud storage encoding scheme. CTERA Portal uses file maps to keep track of the blocks each file is made of. The Average Map File Size represents the maximum size of file that will be represented using a single file map object. For example, if the average map file size is set to 100MB, files of up to approximately 100 MB will have one file map, files of up to approximately 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. Complete these fields for both reseller and team portals. Select the default language for new users. This language can be overridden by end users in the End User Portal. The following languages are supported: English, French, German, Hebrew, Italian, Polish, and Spanish. Specify the default de-duplication level to use for backup folders, for all new users. Select one of the following: User. Create a single folder group for each user account, containing all of the user account's backup folders. De-duplication is performed for the user account's folder group. This is the default value for both reseller and team portals. Folder. Create a folder group for each of a user account's devices, containing all of the device's backup folders. De-duplication is performed separately for each of the user account's folder groups. 32 CTERA Portal Datacenter Edition Administrator Guide

41 Configuring Global Virtual Portal Settings 3 Cloud Drive Deduplication Level Specify the default de-duplication level to use for cloud folders, for all new users. Select one of the following: User. Create a single folder group for each user account, containing all of the user account's cloud folders. De-duplication is performed for the user account's folder group. This is the default value for reseller portals. Portal. Create a single folder group for each virtual portal, containing all of the cloud folders in the portal. This option is relevant for team portals only. It is the default value for team portals. Folder. Create a folder group for each of a user account's devices, containing all of the device's cloud folders. De-duplication is performed separately for each of the user account's folder groups. Remote Access Settings Remote Access Redirection Use HTTPS for remote access 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. Select this option to use HTTPS for remotely accessing devices, using the remote access service. For example, if a device is named "dev1" and the portal is names "portal.mycompany.com", then enabling this option will cause the client's browser to be automatically redirected from the HTTP URL to the HTTPS-secured URL CTERA Portal Datacenter Edition Administrator Guide 33

42 3 Configuring Global Virtual Portal Settings Managing the CTERA Portal License The CTERA Portal license limits the number of CTERA Appliance licenses, CTERA Workstation Backup licenses, CTERA Server Agent licenses, and Cloud Drive licenses, that can be provisioned throughout the CTERA Portal. The CTERA Portal includes a 30-day evaluation license that includes the following: 50 CTERA appliance licenses 10 CTERA Workstation Backup licenses 10 CTERA Server Agent licenses 10 Cloud Drive licenses. 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. How the CTERA Portal License Works The CTERA Portal license specifies license quotas for each of the following CTERA Appliance Licenses This license quota specifies the number of CTERA appliance licenses that can be provisioned. CTERA Server Agent Licenses This license quota specifies the number of CTERA Server Agent licenses that can be provisioned. A CTERA Server Agent is a CTERA Agent installed on a Windows or Linux Server. CTERA Workstation Backup Licenses This license quota specifies the number of CTERA Workstation Backup licenses that can be provisioned. A CTERA Workstation Backup allows Cloud Backup of a single desktop or laptop machine. Tip The CTERA Workstation Backup license includes the Cloud Backup Service only. For file sync and share services, a Cloud Drive license is required. CTERA Cloud Drive Licenses This license quota specifies the number Cloud Drive licenses that can be provisioned. Each CTERA Cloud Drive license allows the enabling of the Cloud Drive service for a single user account. 34 CTERA Portal Datacenter Edition Administrator Guide

43 Configuring Global Virtual Portal Settings 3 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 20 appliance licenses, 20 workstation backup licenses, 20 server agent licenses, and 20 cloud drive licenses, and there are two virtual portals, you may choose to allocate half of the appliance, workstation backup, server agent, and cloud drive quotas to each virtual portal. In this case, each virtual portal will be allocated quotas for 10 appliances, 10 workstation backups, 10 server agents, and 10 cloud drives. With each virtual portal, the CTERA Portal license can be further subdivided, when quotas are allocated to user accounts via plans and add-ons. For example, if a virtual portal is allocated quotas for 10 appliances, 10 workstation backups, 10 server agents, and 10 cloud drives, and there are up to ten user accounts, the reseller portal owner may choose to define a plan that includes quotas for 1 appliance, 1 workstation backup, 1 server agent, and 1 cloud drive. These quotas are then allocated to the user accounts in the virtual portal. The following figure shows an example of what a CTERA Portal license might include and how its quotas might be divided. How Team Portals and Reseller Portals Differ Licenses are consumed in team portals and reseller portals in slightly different ways: In Team Portals: Any licenses provisioned to a specific team portal are immediately consumed from the Portal License. Within the team portal it is possible to optionally limit how many licenses or storage each user can consume, by assigning a plan to the user. CTERA Portal Datacenter Edition Administrator Guide 35

44 3 Configuring Global Virtual Portal Settings In Reseller Portals: It is possible to optionally define a limit on the number of licenses and amount of storage consumed by each Reseller Portal, by assigning global plans and add-ons to the portal. However at this stage, no portal licenses are consumed. Portal licenses are consumed only when specific users within the reseller portal are provisioned with licenses. Adding License Keys This task can be performed in the Global Administration View only. 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. 36 CTERA Portal Datacenter Edition Administrator Guide

45 Configuring Global Virtual Portal Settings 3 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 system verifies and activates the license keys by contacting the CTERA Activation service. As each license key is activated, it is associated with this installation of CTERA Portal. 5 (Optional) Add a comment in the Comment field. The comment will be displayed in the License page. You can use this comment to document the purchase order number associated with the license, and the like. 6 Click Save. Removing License Keys This task can be performed in the Global Administration View only. 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. CTERA Portal Datacenter Edition Administrator Guide 37

46 3 Configuring Global Virtual Portal Settings Viewing CTERA Portal License Information This task can be performed in the Global Administration View only. 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 38). 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 39). Table 2: 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 Backups Cloud Drives Comment 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 backup licenses included in the license key. This is the maximum number of workstation agents running the Cloud Backup service that you can connect to the portal. Workstation agents using Cloud Drive synchronization but not using Cloud Backup do not consume these licenses. The number of cloud drive licenses included in the license key. Cloud drive licenses are per portal user. There is no limit to the number of workstation agents that can synchronize to each user's cloud drive. Any comment about the license key that was entered when the key was added. 38 CTERA Portal Datacenter Edition Administrator Guide

47 Configuring Global Virtual Portal Settings 3 Table 3: License Usage Summary Fields In this field... Do this... Installed Licenses Usage Remaining The total number of appliance, server agent, workstation backup, and cloud drive licenses supported by the installed license keys. The total number of appliance, server agent, workstation backup, and cloud drive licenses that have been provisioned. The total number of appliance, server agent, workstation backup, and cloud drive 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 Comma-Separated Values (*.csv) file on your computer, which you can open in Microsoft Excel. This task can be performed in the Global Administration View only. 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. Branding the CTERA Portal You can globally configure default branding settings for all virtual portals, by specifying a global skin with your company logo and color scheme, as well as a custom Login page. For information on overriding these settings on a per-virtual portal basis, see Overriding Global Branding Settings (on page 68). These tasks can be performed in the Global Administration View 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. CTERA Portal Datacenter Edition Administrator Guide 39

48 3 Configuring Global Virtual Portal Settings 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 global skin 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears. 2 Click Upload. The Skin Upload Wizard appears displaying the Select a file to upload dialog box. 3 Click Upload and browse to the desired *.skin file. 40 CTERA Portal Datacenter Edition Administrator Guide

49 Configuring Global Virtual Portal Settings 3 The skin is uploaded. At the end of the process, the Completing the Skin Upload Wizard screen appears. 4 Click Finish. Viewing Skins To view all global skins In the navigation pane, click Settings > Skins. The Settings > Skins page appears displaying all skins. The currently applied global skin is marked with the virtual portals, expect where locally overridden. icon. This skin is used on all The table includes the following columns. Table 4: Skins Fields This field... Displays... Name Custom CSS Custom Login Page Size The skin's name. Indicates whether the skin includes a custom CSS stylesheet (Yes/No). Indicates whether the skin includes a custom Login page (Yes/No). The *.skin file's size. CTERA Portal Datacenter Edition Administrator Guide 41

50 3 Configuring Global Virtual Portal Settings Applying Skins When you apply a global skin, it is used as the default skin on all virtual portals. To apply a global skin to all virtual portals 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 on all virtual portals in the system, except where locally overridden. It is marked with the icon. Removing the Current Skin Selection You can remove the current skin selection. This will cause all the virtual portals (for which the global skin is not overridden) to revert to using the default CTERA Portal branding. To remove the current skin selection 1 In the navigation pane, click Settings > Skins. The Settings > Skins page appears. 2 Click Remove Current. The current skin selection is removed. Deleting Skins To delete a global 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. 42 CTERA Portal Datacenter Edition Administrator Guide

51 Configuring Global Virtual Portal Settings 3 Configuring Global 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 23). If the remote access service is enabled, device users can remotely log in to the device at 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 23). CTERA Portal Datacenter Edition Administrator Guide 43

52 3 Configuring Global Virtual Portal Settings In addition, you can also configure the CTERA Portal time zone. These tasks can be performed in the Global Administration View only. To configure global settings 1 In the navigation pane, click Settings > Global Settings. The Settings > Global Settings page appears. 2 Complete the fields using the information in the following table. 3 Click Save. 4 If you changed the time zone, restart all the servers in the CTERA Portal cluster, in order for the change to take effect. Table 5: Global DNS and Time Zone Settings Fields In this field... Do this... DNS Suffix Timezone System Admin require password change every Type the global DNS suffix to use for all virtual portals. Select the CTERA Portal's time zone. Select this option to require the CTERA Portal administrators to change their password after a certain number of months, then specify the desired number of months in the field provided. When the specified number of months has elapsed, the administrator's password will expire, and they will be required to configure a new password upon their next login. 44 CTERA Portal Datacenter Edition Administrator Guide

53 Configuring Global Virtual Portal Settings 3 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 269). 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.ac Complete the fields using the information in the following table. 3 Click Save. 4 To validate SMTP mail server settings, click Test to send a test . Verify that you receive the test mail at the address defined in your administrator user account. 5 If you changed the SMTP settings, restart the portal servers in order for the changes to take effect. CTERA Portal Datacenter Edition Administrator Guide 45

54 3 Configuring Global Virtual Portal Settings Table 6: 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. 46 CTERA Portal Datacenter Edition Administrator Guide

55 Configuring Global Virtual Portal Settings 3 Managing Certificates Certificates are used as part of the Transport Level Security (TLS) protocol. They enable users' Web browsers, CTERA appliances, and CTERA Agents to verify that the CTERA Portal server with which they are communicating is authentic and not spoofed. If the CTERA Portal does not have a valid certificate installed, CTERA appliances and CTERA Agents will not be able to connect to it. 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. The certificate must meet the following requirements: If multiple virtual portals are configured, then 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 intend 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. It is possible to specify multiple alternative names, using the subjectaltname certificate extension. The certificate should be in *.zip format and contain certificate files in *.pem format. You can automatically generate a certificate request to send to any public SSL certificate authority, such as Godaddy (recommended), Verisign, or Thawte (see Generating a Certificate Request). Once you have received a certificate from the certificate authority, you must the install it (see Installing an SSL Certificate (see "Install the Signed Certificate on CTERA Portal" on page 57)). Alternatively, you can export a certificate from another portal (see Exporting the Installed SSL Certificate (on page 59)) and install it on this portal (see Importing an SSL Certificate (on page 59)). Tip When generating a certificate request and installing the received certificate, the private key is generated on the portal and never leaves it. In contrast, when exporting and importing certificates, the private key is exported and imported along with the certificate, and it is therefore important to keep the exported file confidential. These tasks can be performed in the Global Administration View only. CTERA Portal Datacenter Edition Administrator Guide 47

56 3 Configuring Global Virtual Portal Settings Installing an SSL Certificate Perform the following steps to install a certificate on the CTERA Portal: 1 Note your Portal's DNS Suffix (on page 48) 2 Obtain an SSL Certificate (on page 49) 3 Generate a Certificate Signing Request (on page 51) 4 Sign the Certificate Request (on page 55) 5 Validate and Prepare Certificates for Upload (on page 57) 6 Install the Signed Certificate on CTERA Portal (on page 57) Note your Portal's DNS Suffix Note your CTERA Portal's DNS suffix so that you have it for later steps. To view your portal's DNS suffix 1 In the navigation pane of the Global Administration View, click Settings > Global Settings. The Settings > Global Settings page appears. 2 The DNS Suffix field displays the CTERA Portal's DNS suffix. 48 CTERA Portal Datacenter Edition Administrator Guide

57 Configuring Global Virtual Portal Settings 3 Obtain an SSL Certificate It is necessary to obtain a valid certificate signed either by a well-known certificate authority, or by your own internal certificate authority. Tip If you intend to generate a signed certificate using your own internal certificate authority, please contact CTERA Support at beforehand. The SSL certificate can be either of the following: A wildcard certificate A wildcard SSL certificate secures your website's URL and an unlimited number of its subdomains. For example, a single wildcard certificate for *.ctera.com can secure both company01.ctera.com and company02.ctera.com. A wildcard certificate is mandatory if you plan for your service to consist of more than one virtual portal. A domain certificate A domain certificate secures a single domain or subdomain only. For example: company01.ctera.com. CTERA Portal Datacenter Edition Administrator Guide 49

58 3 Configuring Global Virtual Portal Settings This option is relevant if you are planning to provision a single virtual portal only. Tip To obtain a self-signed certificate for testing and evaluation purposes only, contact CTERA Support at and specify your CTERA Portal's DNS suffix see Obtain your Portal's DNS Suffix (see "Note your Portal's DNS Suffix" on page 48)). CTERA will generate a self-signed certificate for your DNS suffix and provide you with a ZIP file that you can upload to your CTERA Portal environment. Tip The CTERA Portal also supports certificates with Subject Alternative Names (SAN certificates). This option enables you to secure multiple domain names with a single certificate. 50 CTERA Portal Datacenter Edition Administrator Guide

59 Configuring Global Virtual Portal Settings 3 Generate a Certificate Signing Request The next step is to generate a certificate signing request (CSR) for your domain using CTERA Portal. This requires a CTERA Portal Administrator account. To generate a certificate signing request for your domain 1 In the navigation pane of the Global Administration View, click Settings > SSL Certificate. The Settings > SSL Certificate page appears. 2 Click Request Certificate. The Create a Certificate Request Wizard opens. CTERA Portal Datacenter Edition Administrator Guide 51

60 3 Configuring Global Virtual Portal Settings 3 In the Domain Name field, type the domain name for which you would like to request a certificate. The value entered must match the type of certificate you chose to use. For example, if you chose a wildcard certificate, the domain name might be *.acme.com. In contrast, if you chose a domain certificate, the domain name might be company01.acme.com, where company01 is the name of your virtual portal. 4 Complete the rest of the fields using the information in the following table. These fields are optional 5 Click Generate. A keypair is generated and stored on the portal. 52 CTERA Portal Datacenter Edition Administrator Guide

61 Configuring Global Virtual Portal Settings 3 The Download a certificate request screen appears. 6 Click Download. The certificate request file certificate.req is downloaded to your computer. The Settings > SSL Certificate page's Certificate Request area indicates that the certificate request is pending. If you issued a wildcard certificate request, the area appears as follows: If you issued a domain certificate request, the area appears as follows: CTERA Portal Datacenter Edition Administrator Guide 53

62 3 Configuring Global Virtual Portal Settings Warning When you generated the CSR, a private.key file was registered in the CTERA Portal. If you now generate a new CSR, it will override the existing private.key file, and signing the old CSR will result in an error message indicating that the CSR does not match the private.key file. Therefore, do not generate a new CSR before installing the signed certificate. Table 7: Create a Certificate Request Wizard Fields In this field... Do this... Domain Name Organizational Unit Organization City State Country Type the domain name for which you would like to request a certificate. 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 "*". 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). To request a certificate that specifies multiple alternative names, type the multiple names in this field, separated by semicolons. The certificate will include the subjectaltname certificate extension. Type the name of your organizational unit. This field is optional. Type the name of your organization. This field is optional. Type your city. This field is optional. Type your state. This field is optional. Select your country. This field is optional. 54 CTERA Portal Datacenter Edition Administrator Guide

63 Configuring Global Virtual Portal Settings 3 Sign the Certificate Request The next step is to sign the certificate request. To sign the certificate request 1 Send the certificate.req file you generated to your certificate authority for signing. If the request is successful, the certificate authority will send back an identity certificate that is digitally signed with the certificate authority's private key. Tip The certificate authority should return a base-64 encoded identity certificate. 2 Open the identity certificate and verify that the Issued to field includes the DNS suffix you provided upon creating the certificate request. 3 Build a certification chain from your identity certificate to your trusted root certificate. In order to do this, you will need to obtain all of the intermediate certificates, as well as your root certificate authority's self-signed certificate. If you are using a well-known certificate authority, the intermediate certificates and the root certificate authority's self-signed certificate can be downloaded from your certificate authority website. If you are using your own internal certificate authority, contact the necessary entity to provide you with the required intermediate and self-signed certificate. CTERA Portal Datacenter Edition Administrator Guide 55

64 3 Configuring Global Virtual Portal Settings In the above example, the certificate was issued by "Go Daddy Secure Certification Authority" to "*.ctera.com". In order to build the certification chain, it is necessary to obtain a certificate issued to "Go Daddy Secure Certification Authority". This certificate was issued by "Go Daddy Class 2 Certification Authority" to " Go Daddy Secure Certification Authority". In order to continue the certification chain, it is necessary to obtain a certificate issued to "Go Daddy Class 2 Certification Authority". Since this last certificate is a self-signed certificate, (that is, it was issued to and by the same entity), the certification chain is complete. 56 CTERA Portal Datacenter Edition Administrator Guide

65 Configuring Global Virtual Portal Settings 3 Validate and Prepare Certificates for Upload The next step is to validate and prepare certificates for upload. To validate and prepare certificates for upload 1 Verify that none of the certificates in the certificate chain are corrupted or using invalid encoding. To do so, open each certificate in a program such as Notepad or Word, and verify that it contains the following: BEGIN CERTIFICATE <CERTIFICATE CONTENT> END CERTIFICATE Change the identity certificate issued to "*.ctera.com" to certificate.crt. 3 Change the file extension of the other certificates in the certificate chain to "crt". For example, certificate-name.crt. 4 Archive all of the certificates (the identity certificate, the intermediary certificates, and the root self-signed certificate) in a ZIP file called certificate.zip. For example: Install the Signed Certificate on CTERA Portal Once you have obtained an SSL certificate you must install it on the CTERA Portal. The certificate must match the pending certificate request and keypair. To install an SSL certificate 1 In the navigation pane of the Global Administration View, click Settings > SSL Certificate. The Settings > SSL Certificate page appears. CTERA Portal Datacenter Edition Administrator Guide 57

66 3 Configuring Global Virtual Portal Settings 2 Click Install Signed Certificate. The Upload Certificate Wizard opens. 3 Click Upload and browse to the the certificate.zip file you created. All the certificates in the certificate chain must be present in the ZIP file in X.509 format, and each file must have a ".crt" extension. The certificate is installed on the CTERA Portal. 4 Click Finish. 5 Restart all the CTERA Portal servers. See Restarting Servers (on page 280). 6 Verify that the certificate updated successfully, by browsing to your CTERA Portal. You should receive no security exception messages. 58 CTERA Portal Datacenter Edition Administrator Guide

67 Configuring Global Virtual Portal Settings 3 Canceling a Pending Certificate Request In order to make changes to the current certificate request, you must cancel it as described below, and then generate a new request as described in Generate a Certificate Signing Request (on page 51). To cancel a pending certificate request 1 In the navigation pane, click Settings > SSL Certificate. The Settings > SSL Certificate page appears. 2 Click Cancel Pending Request. A confirmation message appears. 3 Click Yes. The pending certificate request is canceled. Exporting the Installed SSL Certificate If desired, you can export the currently installed SSL certificate chain together with the corresponding private key. To export the installed SSL certificate 1 In the navigation pane, click Settings > SSL Certificate. The Settings > SSL Certificate page appears. 2 Click Export. A ZIP file, including the certificate and private key, is exported. Warning This file is security sensitive, and sending it over an insecure link may enable the server to be compromised. Importing an SSL Certificate You can import an SSL certificate from another portal, including the private key. To import an SSL certificate 1 In the navigation pane, click Settings > SSL Certificate. The Settings > SSL Certificate page appears. 2 Click Import. CTERA Portal Datacenter Edition Administrator Guide 59

68 3 Configuring Global Virtual Portal Settings The Import Certificate Wizard opens displaying the Import Certificate dialog box. 3 Click Upload and browse to the ZIP file containing the certificate components. 4 Click Next. The Completing the Upload Certificate Wizard screen appears. 5 Click Finish. Customizing Global Notification Templates You can configure notification templates for the following: notification templates for the global administration portal These notifications are sent to global administrators. Default notification templates for all virtual portals These notifications are sent to portal administrators and end users. 60 CTERA Portal Datacenter Edition Administrator Guide

69 Configuring Global Virtual Portal Settings 3 For information on overriding these settings on a per-portal basis, see Customizing Notification Templates (on page 379). The notifications are in HTML format. This task can be performed in the Global Administration View only. To customize global notification templates 1 In the navigation pane, click Settings > Templates. The Settings > Templates page appears with a list of templates. For a description of each template, see Global Notification Templates (page 64). 2 Select the desired template's row and then click Edit. CTERA Portal Datacenter Edition Administrator Guide 61

70 3 Configuring Global Virtual Portal Settings 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. 3 Select the Customize Notification Template check box. 4 In the Subject field, type the text that should appear in the notification 's Subject line. 5 In the Message box, modify the template as desired. 6 To preview your changes, click Preview. 7 To edit a PDF attachment, do the following: a Click the PDF File tab. 62 CTERA Portal Datacenter Edition Administrator Guide

71 Configuring Global Virtual Portal Settings 3 The PDF File 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. 8 To undo your unsaved changes, click Revert. 9 Click Save. CTERA Portal Datacenter Edition Administrator Guide 63

72 3 Configuring Global Virtual Portal Settings Table 8: CTERA Portal Global Notification Templates In this fields... Do this... Portal has reached the license limit A notification sent to global administrators, when one of the limits specified in the installed CTERA Portal license (that is, the license installed on the global portal) is reached. Vouchers issued User is over agents limitation Storage node full Storage node nearly full Portal license is about to expire User is over quota limitation Invoice Notification Portal is over quota limitation Addon is about to expire Change Notification User is near quota limitation Password Recovery Notification A notification sent to end users when a voucher has been issued to them. A notification sent to end users when they have exceeded the licensed number of CTERA Agents. This field is relevant for reseller portals only. A notification sent to portal administrators when a storage node is full. A notification sent to portal administrators when a storage node is over 90% full. A notification to portal administrators when one of the portal's license keys will expire in 7 days. A notification sent to end users when their cloud storage space is full. A notification sent to end users with an invoice PDF attached. This template allows customizing both the message and the PDF. A notification sent to portal administrators when their cloud storage space is full. A notification to end users when an add-on to which they are subscribed will expire in a certain number of days. The number of days is configured locally. See Configuring Notifications (on page 376). A notification sent to end users when a request is made to change their address. A notification sent to end users when the amount of cloud backup storage space used reaches or exceeds a certain percentage. The percentage is configured locally. See Configuring Notifications (on page 376). A notification sent to end users when a request is made to reset their password. 64 CTERA Portal Datacenter Edition Administrator Guide

73 Configuring Global Virtual Portal Settings 3 Portal is near quota limitation Device Not Connected User Report Trial is about to expire Registration Confirmation Portal Invitation header footer New User Notification Storage node has failed Portal add-on is about to expire Portal Administrator Report System Administrator Report Portal license exceeded A notification sent to portal administrators when the amount of cloud backup storage space used reaches or exceeds 90%. 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. The number of days is configured locally. See Configuring Notifications (on page 376). A monthly report sent 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 A notification sent to end users when their trial subscription will expire in a certain number of days. The number of days is configured locally. See Configuring Notifications (on page 376). A notification to end users after registering with the CTERA Portal, and before activating their account. An invitation to access shared files or folders. The HTML header that appears at the top of all notifications. The HTML footer that appears at the bottom of all notifications. A notification sent 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. A notification sent to portal administrators when a storage node has failed. A notification sent to portal administrators when a portal add-on to which they are subscribed will expire in 7 days. A monthly report sent to portal administrators. A monthly report sent to system administrators. A notification sent to portal administrators when the portal license has been exceeded. CTERA Portal Datacenter Edition Administrator Guide 65

74 3 Configuring Global Virtual Portal Settings Storage pool is full Credit card billing failed Storage pool is Degraded Project access granted Storage pool Failed Storage pool is almost full Storage pool snapshots are overdue Device activated One of the certificates is about to expire Catalog database is down Test Portal is exceeding its license A notification sent to system administrators when a storage pool is full. This field is relevant only if the CTERA Portal is installed on the OpenSolaris platform. A notification sent to end users when billing their credit card has failed. A notification sent to system administrators when a storage pool is degraded. This notification is supported only if the CTERA Portal is installed on the OpenSolaris platform. A notification sent to portal administrators when they have been granted access to a project. This field is relevant only for team portals. A notification sent to system administrators when a storage pool has failed. This notification is supported only if the CTERA Portal is installed on the OpenSolaris platform. A notification sent to system administrators when a storage pool is over 90% full. This notification is supported only if the CTERA Portal is installed on the OpenSolaris platform. A notification sent to system administrators when storage pool snapshots have not been taken for more than 4 hours. This notification is supported only if the CTERA Portal is installed on the OpenSolaris platform. A notification sent to end users when their device has been activated. A notification sent to system administrators when a CTERA Portal SSL certificate will expire in 30 days. A notification sent to system administrators when the catalog database on the CTERA Portal server is not been responding. A test notification sent to system administrators. A notification sent to portal administrators when the portal is exceeding any of its license quotas. 66 CTERA Portal Datacenter Edition Administrator Guide

75 4 Configuring Virtual Portals This chapter explains how to configure portal-level CTERA Portal settings and branding. In This Chapter Overriding the Global Virtual Portal Settings Overriding Global Branding Settings Overriding the Global Virtual Portal Settings By default, each virtual portal inherits its settings from the global virtual portal 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 CTERA Portal Datacenter Edition Administrator Guide 67

76 4 Configuring Virtual Portals To override the global virtual portal settings for a specific virtual portal 1 In the navigation pane, click Settings > Virtual Portal Settings. 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 27). 4 Click Save. Overriding Global Branding Settings By default, each virtual portal inherits its branding settings from the global settings. If desired, you can override the global branding settings for a specific virtual portal, and brand your CTERA Portal by applying the following: A skin with your company logo and color scheme A custom Login page 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. 68 CTERA Portal Datacenter Edition Administrator Guide

77 Configuring Virtual Portals 4 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. The Skin Upload Wizard appears displaying the Select a file to upload dialog box. 3 Click Upload and browse to the desired *.skin file. CTERA Portal Datacenter Edition Administrator Guide 69

78 4 Configuring Virtual Portals The skin is uploaded. At the end of the process, the Completing the Skin Upload Wizard screen appears. 4 Click Finish. 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 9: 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. 70 CTERA Portal Datacenter Edition Administrator Guide

79 Configuring Virtual Portals 4 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. 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. CTERA Portal Datacenter Edition Administrator Guide 71

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81 5 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 Configuring Group Membership for User Accounts Provisioning User Accounts in Reseller Portals Provisioning User Accounts in Team Portals Managing Devices for User Accounts Managing Folder Groups for User Accounts Configuring User Accounts' Advanced Settings Managing Projects Owned by User Accounts Configuring User Alerts Viewing User Account Details Generating Monthly Reports Enabling/Disabling User Accounts Exporting User Accounts to Excel Applying Provisioning Changes Deleting User Accounts Using Directory Services Managing User Groups CTERA Portal Datacenter Edition Administrator Guide 73

82 5 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 Users > Users. The Users > 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. 74 CTERA Portal Datacenter Edition Administrator Guide

83 Managing User Accounts 5 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 Users > Users page, click New. To edit an existing user account, access the User Account Manager. See Accessing the User Account Manager (on page 74). 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 Administrator Guide 75

84 5 Managing User Accounts Table 10: 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 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 7). 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 7). 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. 76 CTERA Portal Datacenter Edition Administrator Guide

85 Managing User Accounts 5 Status Password / Retype Password Force password change Numeric UID Billing ID Comment 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 (see "Overriding the Global Virtual Portal Settings" on page 67)), 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. 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 (see "Overriding the Global Virtual Portal Settings" on page 67). Select this option to specify an expiration date for the user account password, and then click to select the date. When the password has expired, the user will be required to configure a new password upon their next login. Type a numeric user ID to assign the user's CTERA Portal account. This field is optional. Type the user's billing ID. This field is relevant for reseller portals only. Type a description of the user account. Viewing User Accounts To view all user accounts in the portal 1 In the navigation pane, click Users > Users. The Users > Users page appears, displaying all user accounts. CTERA Portal Datacenter Edition Administrator Guide 77

86 5 Managing 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 the users of a specific domain, select the domain name. To view users defined in the local user database, select Local Users. 78 CTERA Portal Datacenter Edition Administrator Guide

87 Managing User Accounts 5 Table 11: Users Fields This field... Displays... Username Full Name Role Company Subscription Plan Subscription Status Add Ons Storage Usage Appliance Licenses Server Agent Licenses Workstation Backup Licenses Cloud Drive 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 75). 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 228). 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-ons for the user account. To modify the list of add-ons, click on the number. For further details, see Adding and Editing Add-ons (on page 239). A bar graph indicating the amount of storage the user has consumed out of the total amount provisioned. The number of appliances associated with the user account out of the total amount provisioned. The number of CTERA Server Agents installed out of the total amount provisioned. The number of CTERA Workstation Agents installed and using the Cloud Backup service out of the total amount provisioned. Whether or not the user has the Cloud Drive service. CTERA Portal Datacenter Edition Administrator Guide 79

88 5 Managing User Accounts Status 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. Billing ID The user's billing ID. This field is relevant for reseller portals only. Configuring Group Membership for User Accounts You can add user accounts to user groups. For information on user groups, see Managing User Groups (on page 113). To configuring group membership for a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Groups tab. The Groups Membership tab appears. 3 To add the user account to a user group, do the following: a In the Quick Search field, type a string that appears anywhere within the name of the desired user group, then click. 80 CTERA Portal Datacenter Edition Administrator Guide

89 Managing User Accounts 5 A table of user groups matching the search string appears. b Select the desired user group in the table. The user group appears in the Quick Search field. c Click Add. The user group is added to the list of user groups to which the user account belongs. You can edit any listed user group, by clicking on its name. See Adding and Editing User Groups (on page 114). 4 To remove the user account from a user group, in the user group's row, click. The user group is removed from the list. 5 Click Save. 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. CTERA Portal Datacenter Edition Administrator Guide 81

90 5 Managing User Accounts See Accessing the User Account Manager (on page 74). 2 Click the Provisioning tab. The Provisioning tab appears. 3 In the Subscription Plan field, click. The Select Your Subscription Plan dialog box opens. 82 CTERA Portal Datacenter Edition Administrator Guide

91 Managing User Accounts 5 4 In the Subscription Plan drop-down list, select the subscription plan to assign the user account. 5 In the Subscription Expiration field, click to specify the date on which the user account's subscription to the selected plan should expire. 6 Click Save. The user account is assigned to the subscription plan. Adding Add-ons to User Accounts To add an add-on to a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Provisioning tab. The Provisioning tab appears. 3 To use a voucher for an add-on, do the following: a Click I have a voucher. The Voucher Activation Wizard opens. b Type the voucher code in the fields provided. c Click Next. CTERA Portal Datacenter Edition Administrator Guide 83

92 5 Managing User Accounts The Services Activated screen appears with the voucher details. d Click Next. The Wizard Completed screen appears. e Click Finish. The Manage Add-ons dialog box reappears with the add-on listed. 4 To add an add-on for the user account, do the following: a In the drop-down list, select the desired add-on. b Click Add. 84 CTERA Portal Datacenter Edition Administrator Guide

93 Managing User Accounts 5 The add-on appears in the list box. c In the add-on'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 subscription should end. The Expiration column is updated accordingly. 5 To remove an add-on from the user account, in the add-on's row in the list box, click. The add-on is removed. 6 Click Save. The add-on is added to the user account. Provisioning User Accounts in Team Portals By default, team members are assigned to the default subscription plan. If desired, you can subscribe an individual user to a different subscription plan. You can also unsubscribe the user account, which deletes all files stored in the account and terminates the account. 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 74). 2 Click the Provisioning tab. CTERA Portal Datacenter Edition Administrator Guide 85

94 5 Managing User Accounts The Provisioning tab appears. 3 In the Subscription Plan field, click. 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. 5 Click OK. 86 CTERA Portal Datacenter Edition Administrator Guide

95 Managing User Accounts 5 Terminating User Accounts Unsubscribing a user account from a subscription plan terminates the user account and removes all the files stored in the account. To terminate a user account: 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Provisioning tab. The Provisioning tab appears. 3 Click Unsubscribe. The Account Termination dialog appears. 4 If you are sure you want to proceed, enter your password in the field provided. 5 Click Save. 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 74). 2 Click the Devices tab. CTERA Portal Datacenter Edition Administrator Guide 87

96 5 Managing User Accounts 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. Managing Folder Groups for User Accounts You can manage the folder groups associated with a user account. To manage folder groups for a user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Folder Groups tab. 88 CTERA Portal Datacenter Edition Administrator Guide

97 Managing User Accounts 5 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. 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 74). 2 Click the Advanced tab. CTERA Portal Datacenter Edition Administrator Guide 89

98 5 Managing User Accounts The Advanced tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. 90 CTERA Portal Datacenter Edition Administrator Guide

99 Managing User Accounts 5 Table 12: User Manager Advanced Fields In this field... Do this... Backup Deduplication Level Default Folder Group Specify the default de-duplication level to use for new backup folders. Select one of the following: User. Create a single folder group for the user account, containing all of the user account's backup folders. De-duplication is performed for the user account's folder group. This is the default value for reseller portals. Portal. Use a single folder group that is shared by the entire virtual portal, containing all of the backup folders in the portal. This option is relevant for team portals only. It is the default value for team portals. Folder. Create a folder group for each of the user account's devices, containing all of the device's backup folders. De-duplication is performed separately for each of the user account's folder groups. If you select User, the Default Folder Group field appears and must be filled in. Select the default folder group to use for all of the user account's backup folders. 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. Cloud Drive CTERA Portal Datacenter Edition Administrator Guide 91

100 5 Managing User Accounts Deduplication Level Specify the default de-duplication level to use for new cloud folders. Select one of the following: User. Create a single folder group for the user account, containing all of the user account's cloud folders. De-duplication is performed for the user account's folder group. This is the default value for reseller portals. Portal. Use a single folder group that is shared by the entire virtual portal, containing all of the cloud folders in the portal. This option is relevant for team portals only. It is the default value for team portals. Folder. Create a folder group for each of the user account's devices, containing all of the device's cloud folders. De-duplication is performed separately for each of the user account's folder groups. If you select User, the Default Folder Group field appears and must be filled in. Default Folder Group Select the default folder group to use for all of the user account's cloud folders. 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. Cloud Files Folder Select the folder to act as the user account's private cloud drive. The user will be able to access the private cloud drive via the End User Portal's Cloud Drive tab, for the purpose of viewing, uploading, and downloading files. Managing Projects Owned by User Accounts You can manage projects owned by a team member. This procedure is relevant for team portals only. To manage projects owned by a team member 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Projects tab. 92 CTERA Portal Datacenter Edition Administrator Guide

101 Managing User Accounts 5 The Projects tab appears. 3 Perform any of the project management tasks described in Managing Collaboration Projects (on page 211), as if you were working in the Folders > Projects page. 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 alerts for a user 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Alerts tab. CTERA Portal Datacenter Edition Administrator Guide 93

102 5 Managing User Accounts The Alerts tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. Table 13: User Alerts Fields In this field... Do this... Administrator Alerts Customer Alerts 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 reports. 94 CTERA Portal Datacenter Edition Administrator Guide

103 Managing User Accounts 5 Viewing User Account Details To view a user account's details 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Details tab. The Details tab appears. For information on the fields displayed, see the following table. CTERA Portal Datacenter Edition Administrator Guide 95

104 5 Managing User Accounts Table 14: User Manager Details Fields This field... Displays... Storage Quota Cloud Drive Workstation Backup Licenses Server Agent Licenses Appliance Licenses Account Created Last Login The amount of storage the user has consumed out of the total amount available in their subscription plan. Whether the user is provisioned to have the Cloud Drive service. The number of CTERA Workstation Agents installed and using the cloud backup service out of the total number available in the user account's subscription plan. The number of CTERA Server Agents installed out of the total number available in the user account's subscription plan. The number of appliances associated with the user account out of the total number available in the user account's subscription plan. The date and time when the user account was created. The date and time when the user last logged in to the CTERA Portal. Generating Monthly Reports You can trigger the immediate generation and sending of the monthly report for a specific user account. To generate a monthly report for the user account 1 Access the User Account Manager. See Accessing the User Account Manager (on page 74). 2 Click the Details tab. The Details tab appears. 3 Click Generate. A report is generated and sent to the user by CTERA Portal Datacenter Edition Administrator Guide

105 Managing User Accounts 5 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 (see "Overriding the Global Virtual Portal Settings" on page 67).), 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 74). 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 74). 2 In the Status field, select inactive. 3 Click Save. 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 Users > Users. The Users > Users page appears, displaying all user accounts. 2 Click Export to Excel. The user accounts are exported. CTERA Portal Datacenter Edition Administrator Guide 97

106 5 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 a directory service, applying provisioning changes will also cause CTERA Portal to synchronize all the users with the directory. To apply provisioning changes to all users 1 In the navigation pane, click Users > Users. The Users > 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. 98 CTERA Portal Datacenter Edition Administrator Guide

107 Managing User Accounts 5 3 Click Close. Deleting User Accounts Deleting a user account from the CTERA Portal cancels the user's subscriptions to plans and add-ons, and deletes all of the user's folders and folder groups. To delete a user account 1 Do one of the following: In the Users > 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 74). A confirmation message appears. 2 Click Yes. The user account is deleted. Using Directory Services The CTERA Portal can be integrated with the following directory services: Microsoft Active Directory LDAP directory services: OpenDS Oracle Unified Directory Oracle Directory Server Enterprise Edition Sun Java System Directory Server CTERA Portal Datacenter Edition Administrator Guide 99

108 5 Managing User Accounts User accounts will be automatically fetched and refreshed from the directory, and user authentication will be performed using the directory. CTERA Portal administrators can define an access control list specifying which directory service 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 the directory service. Users without one of those attributes in the directory service cannot log in to the CTERA Portal and will cause synchronization to fail. Tip Nested groups are not supported. How Directory Service Synchronization Works When integrated with a directory service, CTERA Portal fetches user data from the directory upon the following events: An administrator can manually fetch specific users from the directory. See Manually Fetching User Data (on page 111). If a user attempts to log in, but does not yet have a local CTERA Portal account, their user account is automatically fetched from the directory. CTERA Portal automatically re-fetches all previously fetched directory users, every day at midnight, as part of the daily "Apply provisioning changes" task. An administrator can force a re-synchronization of all previously fetched directory users, by running the Apply Provisioning Changes Wizard. See Applying Provisioning Changes (on page 98). 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 the 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. Tip Each virtual portal can optionally be integrated with a different Active Directory or LDAP directory. Integrating CTERA Portal with an Active Directory Domain, Tree, or Forest To integrate a virtual portal with an Active Directory domain, tree, or forest 1 In the navigation pane, click Users > Directory Services. 100 CTERA Portal Datacenter Edition Administrator Guide

109 Managing User Accounts 5 The Users > Directory Services page appears. 2 Click Settings. The Directory Services Wizard appears, displaying the Synchronization Settings dialog box. 3 Complete the fields using the information in the table following this procedure. 4 Click Next. CTERA Portal Datacenter Edition Administrator Guide 101

110 5 Managing User Accounts The UID/GID Mappings dialog box appears. 5 To add the other domains in the tree/forest, do the following for each one: a In the Add domain field, either type the desired domain's name, or select it from the drop-down list. b Click Add. The domain appears in the table. c Click in the UID/GID Start field, and type the starting number in the range of CTERA Portal user and group IDs (UID/GID) that should be assigned to users and user groups from this domain. d Click in the UID/GID End field, and type the ending number in the range of CTERA Portal user and group IDs (UID/GID) that should be assigned to users and user groups from this domain. 6 To re-order the domains, do any of the following: To move a domain up in the table, click on the desired domain, then click Move Up. To move a domain down in the table, click on the desired domain, then click Move Down. The order in which domains appear in the table represents the order in which the domains will appear in drop-down lists throughout the CTERA Portal interface. 7 To remove a domain, in their row, click. The domain is removed from the table. 102 CTERA Portal Datacenter Edition Administrator Guide

111 Managing User Accounts 5 Click Next. The Access Control dialog box appears. 8 Add each Active Directory user and user group that should be allowed to access the virtual portal, by doing the following: a In the 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. 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. 9 To remove a user or user group, in their row, click. The user or user group is removed from the list. 10 In each user and user group's row, click in the Role column, then select the desired user role from the drop-down list. CTERA Portal Datacenter Edition Administrator Guide 103

112 5 Managing User Accounts Options include Disabled, End User, Read Only Administrator, and Read/Write Administrator. For information on these roles, see User Manager Profile Fields (page 76). The Wizard Completed screen appears. 11 Click Finish. The User data is fetched from Active Directory, and the Apply 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. 104 CTERA Portal Datacenter Edition Administrator Guide

113 Managing User Accounts 5 When the operation is complete, the Completed screen appears. 12 Click Close. Synchronization with Active Directory is enabled. CTERA Portal Datacenter Edition Administrator Guide 105

114 5 Managing User Accounts Table 15: Directory Services Wizard Fields In this field... Do this... Enable Directory Synchronization Directory Type Use SSL Use Kerberos Domain Username Password Organizational Unit Manually specify domain controller addresses Primary Secondary Select this option to enable integration with an Active Directory domain. Select Active Directory as the type of directory with which to integrate CTERA Portal. Select this option to connect to the Active Directory domain using SSL. Select this option to use the Kerberos protocol for authentication when communicating with the Active Directory domain. This is useful for achieving Single Sign On (SSO) with Windows computers. If unchecked, LDAP is used. Note: Only one virtual portal, per system, can use Kerberos. 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. Type the name of the organizational unit (OU) within the Active Directory domain. This field is optional. Select this option to manually specify the IP address of the Active Directory domain controller(s). If unchecked, DNS is used to automatically find the Active Directory domain controller(s). If you selected Manually specify domain controller addresses, type the address of the primary Active Directory domain controller. If you selected Manually specify domain controller addresses, type the address of the secondary Active Directory domain controller. Integrating CTERA Portal with an LDAP Directory Server To integrate a virtual portal with an LDAP directory 1 In the navigation pane, click Users > Directory Services. The Users > Directory Services page appears. 106 CTERA Portal Datacenter Edition Administrator Guide

115 Managing User Accounts 5 2 Click Settings. The Directory Services Wizard appears, displaying the Synchronization Settings dialog box. 3 Complete the fields using the information in the following table. 4 Click Next. The Advanced LDAP Mappings dialog box appears. CTERA Portal Datacenter Edition Administrator Guide 107

116 5 Managing User Accounts 5 To configure the portal to match a custom LDAP schema, edit the LDAP mappings by clicking the LDAP attributes to enter the attributes that map to the corresponding user properties. 6 Click Next. The Access Control dialog box appears. 7 Add each LDAP 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 the LDAP directory. Groups. Search the user groups defined in the LDAP 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. 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. 8 To remove a user or user group, in their row, click. 108 CTERA Portal Datacenter Edition Administrator Guide

117 Managing User Accounts 5 The user or user group is removed from the list. 9 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 76). 10 Click Next. The Wizard Completed screen appears. Click Finish. User data is fetched from the LDAP directory. When the operation is complete, the Completed screen appears. Click Close. CTERA Portal Datacenter Edition Administrator Guide 109

118 5 Managing User Accounts Synchronization with the LDAP directory is enabled. Table 16: Directory Services Wizard Fields In this field... Do this... Enable Directory Synchronization Directory Type LDAP URL Base DN Login DN Password User Class Select this option to enable integration with an LDAP directory service. Select LDAP as the type of directory service with which to integrate CTERA Portal. Type the URL for connecting to the LDAP server. Type the base DN of the LDAP server. This field is optional. Type the distinguished name of a user with full user read rights, used for binding (authenticating) to the LDAP server (also known as bind DN). Type the password to use for binding (authenticating) to the LDAP server. Type the LDAP object class for user objects in the LDAP directory. 110 CTERA Portal Datacenter Edition Administrator Guide

119 Managing User Accounts 5 Manually Fetching User Data If desired, you can manually fetch user data from an integrated Active Directory or LDAP 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 Users > Directory Services. The Users > Directory Services page appears. 2 Click Fetch Users. The Fetch Users Wizard appears, displaying the Select Users and Groups to Fetch dialog box. 3 Add each user and user group from the directory service 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 the integrated directory service. Groups. Search the user groups defined in the integrated directory service. 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. CTERA Portal Datacenter Edition Administrator Guide 111

120 5 Managing User Accounts c Select the desired user or user group in the table. 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 the directory service, and the Apply 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. 6 Click Close. 112 CTERA Portal Datacenter Edition Administrator Guide

121 Managing User Accounts 5 Managing User Groups You can organize user accounts in user groups, and then use these groups when configuring the automatic template assignment policy or setting project permissions. Tip Directory service groups are supported. Accessing the User Group Manager Most tasks related to managing a user group are performed in the User Group Manager. To access the User Group Manager 1 In the navigation pane, click Users > Groups. The Users > Groups page appears, displaying all user groups. 2 Do one of the following: Select the desired user group's row and click Edit. Click on the desired user group's name. CTERA Portal Datacenter Edition Administrator Guide 113

122 5 Managing User Accounts The User Group Manager opens displaying the General tab. Adding and Editing User Groups To add or edit a user group 1 Do one of the following: To add a new user group, in the Users > Groups page, click New. To edit an existing user group, access the User Group Manager. See Accessing the User Group Manager (on page 113). The User Group Manager opens displaying the General tab. 2 In the Name field, type a name for the group. 3 In the Description field, type a description of the group. 4 Click Save. 114 CTERA Portal Datacenter Edition Administrator Guide

123 Managing User Accounts 5 Configuring User Group Members Tip User accounts can belong to multiple user groups. Tip User accounts can be added to user groups as described in the following procedure or as described in Configuring Group Membership for User Accounts (on page 80). To configure a user group's members 1 Access the User Group Manager. See Accessing the User Group Manager (on page 113). The User Group Manager opens displaying the General tab. 2 Click the Members tab. The Members tab appears with a list of group members. 3 (Optional) To view only a specific type of users, in the Show drop-down list, do one of the following: CTERA Portal Datacenter Edition Administrator Guide 115

124 5 Managing User Accounts To view only users from the directory service, select the Active Directory or LDAP directory name. To view users defined in the local user database, select Local Users. 4 To add a user account to the user group, do the following: a In the Quick Search field, type a string that appears anywhere within the name of the desired user account, then click. A table of user accounts matching the search string appears. b Select the desired user account in the table. The user account appears in the Quick Search field. c Click Add. The user account is added to the list of group members. You can edit any listed user account, by clicking on its name. See Adding and Editing User Accounts (on page 75). 5 To remove a user account from the user group, in the user account's row, click. The user account is removed from the list. 6 Click Save. 116 CTERA Portal Datacenter Edition Administrator Guide

125 Managing User Accounts 5 Viewing User Groups To view all user groups in the portal 1 In the navigation pane, click Users > Group. The Users > Groups page appears, displaying all user groups. The table includes the following columns. 2 (Optional) To view only a specific type of user groups, in the View drop-down list, do one of the following: To view only users from the directory service, select the Active Directory or LDAP directory name. To view groups defined in the local user database, select Local Groups. Table 17: User Group Fields This field... Displays... Name Member Count Description The user group's name. The number of user accounts that are members of the user group. A description of the user group. Deleting User Groups Tip Deleting a user group does not delete the group members. To delete a user group 1 Do one of the following: In the Users > Groups page, select the desired user group's row, then click Delete. Access the User Group Manager, then click Delete. See Accessing the User Group Manager (on page 113). A confirmation message appears. 2 Click Yes. The user group is deleted. CTERA Portal Datacenter Edition Administrator Guide 117

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127 6 Managing Administrators You can enable company staff members to manage CTERA Portal settings and contents, by adding them as any 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 Importing Staff Administrators from a File 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 Importing Global Administrators from a File Customizing Administrator Roles CTERA Portal Datacenter Edition Administrator Guide 119

128 6 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 Users > Staff. The Users > 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. 120 CTERA Portal Datacenter Edition Administrator Guide

129 Managing Administrators 6 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 Users > Staff page, click New. To edit an existing administrator, access the Staff Administrator Manager. See Accessing the Staff Administrator Manager (on page 120). 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 Administrator Guide 121

130 6 Managing Administrators Table 18: Administrator Details Fields In this field... Do this... Username First Name Last Name Company Password / Retype Password Force password change Role Comment 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. Select this option to specify an expiration date for the administrator account's password, then click to select the date. When the password has expired, the administrator will be required to configure a new password upon their next login. Specify the administrator's role. For information on the available roles, see Customizing Administrator Roles (on page 132). Type a description of the administrator's CTERA Portal account. 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 120). 2 Click the Alerts tab. 122 CTERA Portal Datacenter Edition Administrator Guide

131 Managing Administrators 6 The Alerts tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. Table 19: Administrator Alerts Fields In this field... Do this... Administrator Alerts Customer Alerts 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 reports. CTERA Portal Datacenter Edition Administrator Guide 123

132 6 Managing Administrators Viewing Staff Administrators To view all staff administrators in the portal In the navigation pane, click Users > Staff. The Users > Staff page appears, displaying all staff administrators. The table includes the following columns. Table 20: 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 121). Full Name Company Role The administrator's full name. The administrator's address. The name of the administrator's company. The administrator's role. Importing Staff Administrators from a File You can import a list of staff administrators and their details from a comma separated values (*.csv) file. The *.csv file's columns must be in the following order: 1 Username 2 First name 3 Last name 4 address 5 Company (Optional) 6 Password 7 Role 8 Plan (Optional) 9 Numeric UID (Optional) 10 External Account ID (Optional) 11 Comment (Optional) 124 CTERA Portal Datacenter Edition Administrator Guide

133 Managing Administrators 6 Optional fields can be left blank. To import staff administrators from a *.csv file 1 In the navigation pane, click Users > Staff. The Users > Staff page appears. 2 Click Import. The Import Staff wizard appears. 3 Click Upload. The file is uploaded and the Import Completed screen appears. 4 Click Finish. Deleting Staff Administrators To delete a staff administrator 1 Do one of the following: In the Users > Staff page, select the desired administrator's row, then click Delete. CTERA Portal Datacenter Edition Administrator Guide 125

134 6 Managing Administrators Access the Staff Administrator Manager, then click Delete. See Accessing the Staff Administrator Manager (on page 120). 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 Users > Administrators. The Users > Administrators page appears, displaying all CTERA Portal global administrators. 2 Do one of the following: Select the desired administrator's row and click Edit. Click on the desired administrator's user name. 126 CTERA Portal Datacenter Edition Administrator Guide

135 Managing Administrators 6 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 Users > Administrators page, click New. To edit an existing administrator, access the Global Administrator Manager. See Accessing the Global Administrator Manager (on page 126). The Global Administrator Manager opens displaying the Profile tab. 2 Complete the fields using the information in Administrator Details Fields (page 122). 3 Click Save. CTERA Portal Datacenter Edition Administrator Guide 127

136 6 Managing Administrators 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 126). 2 Click the Alerts tab. The Alerts tab appears. 3 Complete the fields using the information in Administrator Alerts Fields (page 123). 4 Click Save. 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 Users > Administrators. The Users > Administrators page appears, displaying all global administrators. 128 CTERA Portal Datacenter Edition Administrator Guide

137 Managing Administrators 6 The table includes the columns described in Viewing Staff Administrators (on page 124). 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 Users > 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 126). 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 Users > Staff. The Users > 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 Users > Administrators. The Users > Administrators page appears, displaying all CTERA Portal global administrators. 2 Click Access Control. CTERA Portal Datacenter Edition Administrator Guide 129

138 6 Managing Administrators The IP-Based Access Control List dialog box appears. 3 Select the IP-Based Access Control check box. The list box is enabled. 4 To add an IP address range from which access to the CTERA Portal interface is allowed, do the following: a Click New. 130 CTERA Portal Datacenter Edition Administrator Guide

139 Managing Administrators 6 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. Importing Global Administrators from a File You can import a list of global administrators and their details from a comma separated values (*.csv) file. The *.csv file's columns must be in the following order: 1 Username 2 First name 3 Last name 4 address 5 Company (Optional) 6 Password 7 Role 8 Plan (Optional) 9 Numeric UID (Optional) CTERA Portal Datacenter Edition Administrator Guide 131

140 6 Managing Administrators 10 External Account ID (Optional) 11 Comment (Optional) Optional fields can be left blank. To import administrators from a *.csv file 1 In the navigation pane, click Users > Administrators. The Users > Administrators page appears. 2 Click Import. The Import Administrators wizard appears. 3 Click Upload. The file is uploaded and the Import Completed screen appears. 4 Click Finish. Customizing Administrator Roles By default, CTERA Portal includes three built-in administrator roles: 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. You can customize these roles, adding or removing permissions as desired. To customize an administrator role 1 Do one of the following: 132 CTERA Portal Datacenter Edition Administrator Guide

141 Managing Administrators 6 To customize a role for staff administrators, in the virtual portal's navigation pane, click Users > Roles. The Users > Roles page appears, displaying all staff administrator roles. To customize a role for global administrators, in Global Administration View's navigation pane, click Users > Roles. The Users > Roles page appears, displaying all CTERA Portal global administrator roles. 2 Do one of the following: Select the desired role's row and click Edit. Click on the desired role's name. CTERA Portal Datacenter Edition Administrator Guide 133

142 6 Managing Administrators The Edit Role window opens. 3 Complete the fields using the information in Administrator Role Fields (page 135). For information on the default permissions for each administrator role, see Default Permissions per Administrator Role (page 135). 4 Click Save. 134 CTERA Portal Datacenter Edition Administrator Guide

143 Managing Administrators 6 Table 21: Administrator Role Fields In this field... Do this... Super User Access End User Folders Modify User Modify User Password Modify Portal Settings Modify Roles Allow Single Sign On to Devices Select this option to give all permissions to administrators with this role and to allow administrators with this role to use the CTERA Portal API to perform Single Sign On on behalf of users. Select this option to allow administrators with this role to access end users' folders. If this option is not selected, and an administrator with this role attempts to access an end user's folder, the administrator will be prompted to enter the folder owner s password. Select this option to allow administrators with this role to modify the addresses associated with user accounts. Select this option to allow administrators with this role to modify the passwords associated with user accounts. Select this option to allow administrators with this role to modify virtual portal settings. Select this option to allow administrators with this role to modify administrator roles. Select this option to allow administrators with this role to remotely manage devices for which Remote Access with single sign on (SSO) is enabled, without entering the username and password for accessing the device. For information on remotely managing devices, see Remotely Managing Devices (see "Remotely Managing Devices and Their Files" on page 180). Table 22: Default Permissions per Administrator Role Permission Read/Write Administrator Read Only Administrator Support Super User No No No Access End User Folders Yes Yes No Modify User Yes No Yes Modify User Password Yes No Yes Modify Portal Settings Yes No No Modify Roles Yes No No Allow SSO No No No CTERA Portal Datacenter Edition Administrator Guide 135

144 6 Managing Administrators 136 CTERA Portal Datacenter Edition Administrator Guide

145 7 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 Automatic firmware updates 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 169). 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 160). CTERA Portal Datacenter Edition Administrator Guide 137

146 7 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 Selecting CTERA Portal Cloud Folders for Synchronization Marking a Firmware Image as the Current Firmware Image Configuring Automatic Firmware Updates Configuring the Automatic Template Assignment Policy Setting the Default Device Configuration Template Duplicating Configuration Templates 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. 138 CTERA Portal Datacenter Edition Administrator Guide

147 Managing Device Configuration Templates 7 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 138). 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 Administrator Guide 139

148 7 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?. 140 CTERA Portal Datacenter Edition Administrator Guide

149 Managing Device Configuration Templates 7 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 Administrator Guide 141

150 7 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. 142 CTERA Portal Datacenter Edition Administrator Guide

151 Managing Device Configuration Templates 7 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 146). 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 Administrator Guide 143

152 7 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. 144 CTERA Portal Datacenter Edition Administrator Guide

153 Managing Device Configuration Templates 7 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 147). 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. When you specify a folder name, all of the files and subfolders in it are automatically included, and there is therefore no need to add \* at the end of the folder name. 10 Click Next. The Done screen appears. 11 Click Finish. 12 Click Save. CTERA Portal Datacenter Edition Administrator Guide 145

154 7 Managing Device Configuration Templates Table 23: 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. 146 CTERA Portal Datacenter Edition Administrator Guide

155 Managing Device Configuration Templates 7 Table 24: Backup Set Environment Variables Use this variable... To specify this... Common OS Variables $ALLUSERSPROFILE $WINDIR $TEMP $SYSTEMDRIVE $PROGRAMFILES User-specific Windows Environment Variables $APPDATA $USERPROFILE CTERA Appliance Template Variables $USERS $AGENTS $SYNCS $PROJECTS $PRIMARYUSER Common operating system variables. The Windows "All Users" 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 path to the application data directory. For example: C:\Documents and Settings\username\Application Data, where username is the user's username. The path to the user profile directory. For example: C:\Documents and Settings\username, where username is the user's username. Variables that are defined for CTERA appliances. The home directories folder on the CTERA appliance. The CTERA Agents folder on the CTERA appliance. The "Clientless Backup" destination folder on the CTERA appliance. The projects folder on the CTERA appliance. The profile folder of the local user who connected the CTERA Agent to the CTERA Portal or appliance. For example, if the local user who connected the agent to the portal is "JohnSmith", then $PRIMARYUSER will refer to C:\Users\JohnSmith. This variable is relevant for the CTERA Windows Agent only. CTERA Portal Datacenter Edition Administrator Guide 147

156 7 Managing Device Configuration Templates 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. 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. 148 CTERA Portal Datacenter Edition Administrator Guide

157 Managing Device Configuration Templates 7 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. 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 146). CTERA Portal Datacenter Edition Administrator Guide 149

158 7 Managing Device Configuration Templates 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. 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 147). 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. 150 CTERA Portal Datacenter Edition Administrator Guide

159 Managing Device Configuration Templates 7 When you specify a folder name, all of the files and subfolders in it are automatically included, and there is therefore no need to add \* at the end of the folder name. 10 Click Next. The Done screen appears. 11 Click Finish. 12 Click Save. 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. CTERA Portal Datacenter Edition Administrator Guide 151

160 7 Managing Device Configuration Templates 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. The Applications tab appears. 2 Do one of the following: To manage these settings for all devices assigned to the template, click Manage. To enable management of these settings in the devices' local administration interface, click Don't Manage. 3 Expand the tree nodes and select the check boxes next to the applications you want to back up. 4 Click Save. 152 CTERA Portal Datacenter Edition Administrator Guide

161 Managing Device Configuration Templates 7 Scheduling Automatic Cloud Backup To schedule automatic cloud backup 1 In the Configuration Template Manager, click Backup Schedule. The Backup Schedule tab appears. 2 Do one of the following: To manage these settings for all devices assigned to the template, click Manage. To enable management of these settings in the devices' local administration interface, click Don't Manage. 3 Complete the fields using the information in the following table. 4 Click Save. CTERA Portal Datacenter Edition Administrator Guide 153

162 7 Managing Device Configuration Templates Table 25: Backup Schedule Fields In this field... Do this... Periodically Start Every Specific Time Start Time Stop Time On Days 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. 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 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. 154 CTERA Portal Datacenter Edition Administrator Guide

163 Managing Device Configuration Templates 7 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. The Backup Throughput tab appears. 2 Do one of the following: To manage these settings for all devices assigned to the template, click Manage. To enable management of these settings in the devices' local administration interface, click Don't Manage. 3 Complete the fields using the information in the following table. 4 Click Save. CTERA Portal Datacenter Edition Administrator Guide 155

164 7 Managing Device Configuration Templates Table 26: Throughput Fields In this field... Do this... Do not throttle Throttle the Internet bandwidth usage Limit outgoing bandwidth to During these hours On Days 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. Select to specify that the bandwidth used for cloud backups should be restricted only on specific days. This can be any of the following: One or more specific days Every Day. Bandwidth used for cloud backup will be restricted every day. The default value is Every Day. 156 CTERA Portal Datacenter Edition Administrator Guide

165 Managing Device Configuration Templates 7 Selecting CTERA Portal Cloud Folders for Synchronization You can specify which portal cloud folders should be synchronized with the device. To select the CTERA Portal cloud folders for synchronization 1 In the Configuration Template Manager, click Backup Cloud Drive. The Backup Cloud Drive tab appears. 2 Do one of the following: To manage these settings for all devices assigned to the template, click Manage. To enable management of these settings in the devices' local administration interface, click Don't Manage. 3 Expand the tree nodes and select the check boxes next to the portal cloud folders to synchronize with the device. 4 Click Save. CTERA Portal Datacenter Edition Administrator Guide 157

166 7 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. 158 CTERA Portal Datacenter Edition Administrator Guide

167 Managing Device Configuration Templates 7 5 Click Save. Configuring Automatic Firmware Updates If desired, you can configure your devices to automatically download and install firmware updates. To configure automatic firmware updates 1 In the Configuration Template Manager, click Backup Update Schedule. The Backup Update Schedule tab appears. 2 Do one of the following: To manage these settings for all devices assigned to the template, click Manage. To enable management of these settings in the devices' local administration interface, click Don't Manage. 3 Complete the fields using the information in the following table. 4 Click Save. CTERA Portal Datacenter Edition Administrator Guide 159

168 7 Managing Device Configuration Templates Table 27: Automatic Update Schedule Fields In this field... Do this... Download and install updates automatically Restart appliances automatically after installing new firmware As soon as possible During these hours On Days Select this option to specify that devices should download and install firmware updates automatically. If you do not select this option, device owners must perform firmware updates manually. Select this option to specify that devices should automatically reboot after installing new firmware updates. The remaining fields are enabled. Choose this option to specify that automatic rebooting should occur as soon as possible after a firmware update. Select this option to specify that automatic rebooting should occur only at specific times of the day. Then use the drop-down lists to specify the time range during which rebooting should occur. Select the days on which automatic rebooting should occur. This can be any of the following: One or more specific days Every Day. Automatic rebooting will occur every day. The default value is Every Day. 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. 160 CTERA Portal Datacenter Edition Administrator Guide

169 Managing Device Configuration Templates 7 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. 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 163). CTERA Portal Datacenter Edition Administrator Guide 161

170 7 Managing Device Configuration Templates d Click in the third column, and complete the condition, by typing the desired free-text value. Multiple values must be separated by commas. 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. Another example: If you select Owner Groups as the condition parameter in the first column, select includes one of as the condition operator in the second column, and type "groupa, groupb" in the third column, then the condition will be met when the device owner's user account belongs to user group "groupa" or user group "groupb". 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. 162 CTERA Portal Datacenter Edition Administrator Guide

171 Managing Device Configuration Templates 7 Table 28: Automatic Template Assignment Policy Condition Operators Use this operator... To do this... equals begins with ends with contains is one of includes 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. Include all files for which the parameter in the first column includes at least one of the comma-delimited 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 160). 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 Administrator Guide 163

172 7 Managing Device Configuration Templates Duplicating Configuration Templates You can create a duplicate of an existing configuration template, then edit it as desired. All settings, except for the template name and description, are copied from the original template. To duplicate a configuration template 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 Duplicate. The Configuration Template Manager opens displaying the General tab. 4 In the Name field, type a name for the new template. 5 In the Description field, type a description of the new template. 6 Click Save. 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 138). A confirmation message appears. 2 Click Yes. The template is deleted. 164 CTERA Portal Datacenter Edition Administrator Guide

173 Managing Device Configuration Templates 7 CTERA Portal Datacenter Edition Administrator Guide 165

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175 8 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 Remotely Performing Cloud Backup Operations on Devices Exporting Devices to Excel Deleting Devices CTERA Portal Datacenter Edition Administrator Guide 167

176 8 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. 168 CTERA Portal Datacenter Edition Administrator Guide

177 Managing Devices 8 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 137). Backup folder If desired, you can change the folder used for the device's backups. This is useful, for example, if an old device has failed, and you want to restore the old device's backup to a new device. To do so, delete the old device, then assign the old device's backup folder to the new device. CTERA Portal Datacenter Edition Administrator Guide 169

178 8 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 168). 2 Click the Settings tab. The Settings tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. 170 CTERA Portal Datacenter Edition Administrator Guide

179 Managing Devices 8 Table 29: Device Manager Settings Fields In this field... Do this... Name Template 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 160). The default value is Automatic. Backup Folder Check/uncheck the box to enable or disable backup operations for the device. In the dropdown list, select a specific folder in which all of the device's backups should be stored. Software version 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. 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. CTERA Portal Datacenter Edition Administrator Guide 171

180 8 Managing Devices Table 30: Devices Fields This field... Displays... Name Backup Folder Owner Template Type Last Backup Status Portal Running Version Configured Version Location Activation 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 169) and Viewing Individual Devices (see "Viewing Individual Devices' Statuses" on page 173). The device's backup folder. To edit the folder, click the folder name. For further details, see Adding and Editing Folders (on page 188). 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 75). Note: When viewing devices in the User Account Manager, this column does not appear. 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 connection status. This can be either of the following: Connected Not Connected The virtual portal in which the device is defined. The field only appears when managing devices in the Global Administration View. 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. The device's location. The device's activation status. This can be either of the following: OK. The device has been activated. Pending. The device is pending activation. 172 CTERA Portal Datacenter Edition Administrator Guide

181 Managing Devices 8 Viewing Individual Devices' Statuses To view an individual device's status Access the Device Manager. See Accessing the Device Manager (on page 168). The device's connection status is displayed at the top of the screen (Connected / Not Connected). The following information is displayed: CTERA Portal Datacenter Edition Administrator Guide 173

182 8 Managing Devices Table 31: Status Tab Fields This field... Displays... Owner Type Running Version Configured Version Connection Host Name MAC Address IP Address Operating System Licensing Status Server Agents Licensing Agents on this device Device License From Portal Workstation Backup Licensing Agents on this device Device License 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 73). 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. The connection duration in hours and minutes. The device's host name. The device's MAC address. The device's IP address. 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 (Ok or Unlicensed). 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 Backup 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. 174 CTERA Portal Datacenter Edition Administrator Guide

183 Managing Devices 8 From Portal 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 168). 2 Click the backup tab. The backup tab appears. The following information is displayed: CTERA Portal Datacenter Edition Administrator Guide 175

184 8 Managing Devices Table 32: Backup Tab Fields This field... Displays... Next backup will run in The last backup result 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 364). Mouse-over this icon to view the following information about the last backup: The total size of the files that you selected for backup The total number of files that you selected for backup The amount of time the backup took The amount of time since the last backup ended. 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 168). 2 Click the storage tab. 176 CTERA Portal Datacenter Edition Administrator Guide

185 Managing Devices 8 The storage tab appears. The following information is displayed: CTERA Portal Datacenter Edition Administrator Guide 177

186 8 Managing Devices Table 33: Storage Tab Fields This field... Displays... Hard Disk Drives Arrays 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 name of any array to which the disk belongs, if applicable The disk status. For a list of possible statuses, see Hard Drive Statuses (page 178). All arrays defined on the device. For each array, the following information is displayed: The array name The array size in GB The array status. For a list of possible statuses, see Array Statuses. 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 179). Table 34: 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. 178 CTERA Portal Datacenter Edition Administrator Guide

187 Managing Devices 8 Table 35: Array Statuses This status... Indicates... Optimal Degraded Fail Recovering Scrubbing The array is in optimal condition. The array is accessible and there is no data loss; however, the array type is RAID1 (Mirroring), and a disk is failed or missing. Performance and reliability may be reduced. Replace the failed drive as soon as possible. The array is not accessible. A degraded array is being repaired. The appliance is currently synchronizing out-of-sync members of the array, and performance of the appliance may be reduced. Once the recovery is finished, the array will return to optimal state. Data scrubbing is in progress. Table 36: Volume Statuses This status... Indicates... Key required Contains errors Read only Corrupted Unknown Ready Recovering Mounting Formatting Converting Resizing Repairing Checking Checking Quota The volume is encrypted and requires a key. The file system needs to be repaired. The file system is incompatible with current firmware. 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. CTERA Portal Datacenter Edition Administrator Guide 179

188 8 Managing Devices 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 168). 2 Click Access Device. The following things happen: If Single Sign On is disabled, the Log In window appears. In the fields provided, type your user name and password for accessing this device, then click Log In. The device's management Web interface appears displaying the Configuration tab. Tip To use Single Sign On from the Portal to the device, your administrator role must include Allow SSO permissions (see Default Permissions per Administrator Role (page 135)), and Allow single sign on from CTERA Portal must be enabled in the device's Remote Access settings. In this tab, you can manage device settings. For information, refer to the device's User Guide. 1 To manage the files on the device, click the Files tab. The File Manager appears. For information using on this tab, refer to the device's User Guide. 2 To manage CTERA Agents associated with the device, click the My Computers tab. The My Computers tab appears. For information using on this tab, refer to the device's User Guide. Remotely Performing Cloud Backup Operations on Devices You can start, stop, suspend, or resume cloud backup directly from the Device Manager, without logging into the remote device. 180 CTERA Portal Datacenter Edition Administrator Guide

189 Managing Devices 8 Manually Starting Cloud Backup You can manually start cloud backup at any time. To manually start cloud backup 1 Access the Device Manager. See Accessing the Device Manager (on page 168). 2 Click the backup tab. The backup tab appears. 3 Click Backup Now. A progress bar appears, and the files are backed up to cloud storage. A success message appears. Canceling the Current Cloud Backup You can cancel a running cloud backup. Tip Only the current backup will be cancelled. The next automatic backup will occur as scheduled. To cancel the current cloud backup 1 Access the Device Manager. See Accessing the Device Manager (on page 168). 2 Click the backup tab. The backup tab appears. 3 Click Cancel. The current backup is canceled. Suspending the Cloud Backup Service You can suspend the CTERA Cloud Backup service, including: The currently running backup All scheduled automatic backup To suspend the CTERA Cloud Backup service 1 Access the Device Manager. See Accessing the Device Manager (on page 168). 2 Click the backup tab. CTERA Portal Datacenter Edition Administrator Guide 181

190 8 Managing Devices The backup tab appears. 3 Click Suspend. If a backup is currently running, it is paused. All future automatic backups are suspended. A message appears, indicating that backup has been suspended. Resuming the Cloud Backup Service If the CTERA Cloud Backup service is suspended, you can unsuspend it. To resume the CTERA Cloud Backup service 1 Access the Device Manager. See Accessing the Device Manager (on page 168). 2 Click the backup tab. The backup tab appears. 3 Click Unsuspend. If a backup was running at the time when backups were suspended, that backup is resumed. Otherwise, cloud backup will occur at the next scheduled time. 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. 182 CTERA Portal Datacenter Edition Administrator Guide

191 Managing Devices 8 See Accessing the Device Manager (on page 168). A confirmation message appears. 2 Do one of the following: To delete the device including its backup folders, click Delete device including associated 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 Administrator Guide 183

192

193 9 Managing Folders and Folder Groups CTERA Portal has three types of cloud folders: backup folders, home folders and projects. Backup folders are part of the Cloud Backup service. When a user backs up a device, a backup folder is automatically created in the CTERA Portal, to contain the device's backups. Home folders and projects are part of the Cloud Drive service, and are collectively called Cloud Drive folders. A home folder is automatically created when a user account having the Cloud Drive service is created in the CTERA Portal, to contain the user account's private files. The folder appears to the user as "myfiles" and is the user's home folder, and it contains files that can only be viewed and edited by the user. For each team portal with Cloud Drive service, a project called "public" is automatically created when the portal is created. By default, this folder has read/write permission for all users. In addition, any number of project folders can be defined by the users of the portal. CTERA Portal organizes cloud folders in folder groups, each of which acts as a de-duplication realm. When files are written to a folder in a folder group, the files' content is compared to data already stored in other folders in the folder group. Only the data that differs from existing data in the other folders is stored in the folder group. In other words, similar data will only be stored once. This accelerates the file transfer, and saves storage space. De-duplication is configured separately for backup folders and Cloud Drive folders, and is available at the following levels: User If cooperative de-duplication is enabled at the user account level for backup/cloud folders, then a single folder group is created for each user account, containing all of the user account's backup/cloud folders. De-duplication is performed for the user account's folder group. Therefore, if a user owns multiple devices, and the devices back up similar data, the similar data will only be stored once. Folder If cooperative de-duplication is enabled at the folder level for backup/cloud folders, then a folder group is created for each of a user account's devices, containing all of the device's backup/cloud folders. De-duplication is performed separately for each of the user account's folder groups. Portal CTERA Portal Datacenter Edition Administrator Guide 185

194 9 Managing Folders and Folder Groups In a team portal, cooperative de-duplication can be enabled at the portal level as well. In this case, 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 configuring global default cooperative de-duplication levels for all portals, see Configuring Virtual-Portal Settings (see "Configuring Default Settings for Virtual-Portals" on page 25). For information on configuring default cooperative de-duplication levels for a specific virtual portal, see Overriding Global Portal Settings (see "Overriding the Global Virtual Portal Settings" on page 67). For information on configuring cooperative de-duplication levels for a specific user account, see Configuring User Accounts' Advanced Settings (on page 89). This chapter explains how to manage backup folders, cloud folders, and folder groups that have been added to the CTERA Portal. In This Chapter Accessing the Folder Manager Adding and Editing Folders Viewing Folders Managing Folder Contents Changing Passphrases for Accessing Backup Folder Contents Exporting Folders to Excel Deleting Folders Accessing the Folder Group Manager Adding and Editing Folder Groups Viewing Folder Groups Managing Home Folders for Folder Groups Managing Backup Folders for Folder Groups Changing Passphrases for Accessing Folder Group Contents Exporting Folder Groups to Excel Deleting Folder Groups CTERA Portal Datacenter Edition Administrator Guide

195 Managing Folders and Folder Groups 9 Accessing the Folder Manager Most tasks related to managing a folder are performed in the Folder Manager. To access the Folder Manager 1 Do one of the following: To access the Folder Manager for a home folder, in the navigation pane, click Folders > Home Folders. The Folders > Home Folders page appears, displaying all home folders. To access the Folder Manager for a backup folder, in the navigation pane, click Folders > Backup Folders. The Folders > Backup Folders page appears, displaying all backup folders. CTERA Portal Datacenter Edition Administrator Guide 187

196 9 Managing Folders and Folder Groups 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. Adding and Editing Folders By default, when folders are created in the CTERA Portal, they are 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, and its cloud files will be store in a folder called JohnS-CloudFiles followed by a number. 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 create a new home folder, in the Folders > Home Folders page, click New. To create a new backup folder, in the Folders > Backup Folders page, click New. To edit an existing folder, access the Folder Manager. See Accessing the Folder Manager (on page 187). 188 CTERA Portal Datacenter Edition Administrator Guide

197 Managing Folders and Folder Groups 9 The Folder Manager opens displaying the General tab. 2 Complete the fields using the information in the following table. 3 Click Save. Table 37: 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 73). 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. Device Select the device with which this folder is associated. This field is relevant only for backup folders. It is read-only. Backup Extended Attributes Select this option to back up special file permissions and metadata. Viewing Folders The CTERA Portal enables you to view information on all folders, as well as the contents of individual folders. Viewing All Backup Folders To view all backup folders in the portal In the navigation pane, click Folders > Backup Folders. The Folders > Backup Folders page appears, displaying all backup folders. The table includes the following columns. CTERA Portal Datacenter Edition Administrator Guide 189

198 9 Managing Folders and Folder Groups Table 38: Backup Folders Fields This field... Displays... Name Owner Group Size Total Files State Device Is seeding The folder's name. To view the folder's contents, click the folder name. For further details, see Adding and Editing Folders (on page 188). 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 75). 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 204). The current size of the folder in MB. The total number of files in the folder. 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. The device's name. To edit the device, click the device name. For further details, see Editing Device Settings (on page 169). 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. Viewing All Home Folders To view all home folders in the portal In the navigation pane, click Folders > Home Folders. The Folders > Home Folders page appears, displaying all home folders. The table includes the following columns. 190 CTERA Portal Datacenter Edition Administrator Guide

199 Managing Folders and Folder Groups 9 Table 39: Home 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 188). 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 75). 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 204). Size Total Files State The current size of the folder in MB. The total number of files in the folder. 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: To view the contents of a home folder, in the Folders > Home Folders page, select the desired folder's row, then click View Files. To view the contents of a backup folder, in the Folders > Backup Folders page, select the desired folder's row, then click View Files. To view the contents of either type of folder, access the Folder Manager, then click View Files. See Accessing the Folder Manager (on page 187). The following things happen: CTERA Portal Datacenter Edition Administrator Guide 191

200 9 Managing Folders and Folder Groups If the folder is passphrase-protected, the Passphrase Protected Folder window appears. Do the following: 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 193). 192 CTERA Portal Datacenter Edition Administrator Guide

201 Managing Folders and Folder Groups 9 Managing Folder Contents A folder's contents are displayed in the File Manager, as described in Viewing Folder Contents (on page 191). 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. 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 20) 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 193). CTERA Portal Datacenter Edition Administrator Guide 193

202 9 Managing Folders and Folder Groups The file/folder appears in the right pane. 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 193). 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 193). 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. For information on changing the view, see Changing the Right Pane View (on page 193). 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 193). 2 In the right pane, select the desired files or folder(s). See Selecting Files and Folders (on page 197). 3 Click Actions, and then click Download. The selected files/folders are downloaded to your computer in a file called download.zip. Uploading Files This procedure is relevant for cloud folders only. To upload files 1 In the File Manager, navigate to the desired folder. See Navigating Between Folders (on page 193). 2 In the right pane, click Upload. 194 CTERA Portal Datacenter Edition Administrator Guide

203 Managing Folders and Folder Groups 9 The Upload files window appears. 3 For each file you want to upload, do one of the following: Click Add files and browse to the desired file. If using Google Chrome or Mozilla FireFox, drag and drop a file from your computer to the Upload files window. The following things happen: 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. CTERA Portal Datacenter Edition Administrator Guide 195

204 9 Managing Folders and Folder Groups The file is uploaded, and a progress bar displays the upload progress. 4 To cancel an upload, select the file whose upload you want to cancel, and then click Cancel. 5 To clear the list of completed uploads, click Clear Completed. 6 When done uploading all desired files, click Close. Creating New Folders This procedure is relevant for cloud folders only. To create a new folder 1 In the File Manager, navigate to the desired parent folder. See Navigating Between Folders (on page 193). 2 Click Actions and then click New Folder. The Choose a name dialog box appears. 3 In the field provided, type a name for the new folder. 4 Click OK. 196 CTERA Portal Datacenter Edition Administrator Guide

205 Managing Folders and Folder Groups 9 Renaming Files and Folders This procedure is relevant for cloud folders only. To rename a file or folder 1 In the File Manager, navigate to the desired file/folder. See Navigating Between Folders (on page 193). 2 In the right pane, click on the file/folder's row. 3 Click Actions and then click Rename. The 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. Deleting Files and Folders Deleting files and folders is supported for cloud folders only. Deleting files and folders is not supported for backup folders. To delete a file or folder 1 In the File Manager, navigate to the desired files/folders. See Navigating Between Folders (on page 193). 2 Select the desired file or folder. See Selecting Files and Folders (on page 197). 3 Click Actions and then click Delete. A confirmation message appears. CTERA Portal Datacenter Edition Administrator Guide 197

206 9 Managing Folders and Folder Groups 4 Click Yes. The selected items are deleted. Copying/Moving Files and Folders This procedure can be used for a backup folder, only if the backup folder belongs to the same folder group as the user account's cloud 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 193). 2 Select the desired file or folder. See Selecting Files and Folders (on page 197). 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 193). 5 Click Actions and then click Paste, or press CTRL+V. The selected items are copied/moved to the target folder. Restoring Files and Folders to Devices This procedure is relevant for backup folders only. 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 193). 2 Select the desired file or folder. See Selecting Files and Folders (on page 197). 3 Click Actions and then click Restore to Device. 198 CTERA Portal Datacenter Edition Administrator Guide

207 Managing Folders and Folder Groups 9 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. The Restore Initiated screen appears. 6 Click Finish. A progress bar appears, and the files are restored to the device. CTERA Portal Datacenter Edition Administrator Guide 199

208 9 Managing Folders and Folder Groups 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. 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. 200 CTERA Portal Datacenter Edition Administrator Guide

209 Managing Folders and Folder Groups 9 The Please select snapshot window opens. 2 Click on the snapshot containing the file/folder versions you want to view. 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 Backup Folder Contents To change a passphrase 1 Do one of the following: In the Folders > Backup 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 191). The Change My Passphrase dialog box appears. CTERA Portal Datacenter Edition Administrator Guide 201

210 9 Managing Folders and Folder Groups 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 de-duplication 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 de-duplication is enabled (which is the default), you will need to update the passphrase on all devices using this folder group. Exporting Folders to Excel You can export a list of folders and their details to a Comma Separated Values (*.csv) file on your computer, which you can open in Microsoft Excel. To export folders to Excel Do one of the following: To export home folders, in the Folders > Home Folders page, click Export to Excel. To export backup folders, in the Folders > Backup Folders page, click Export to Excel. The folders are exported. Deleting Folders To delete a folder 1 Do one of the following: To delete a home folder, in the Folders > Home Folders page, select the desired folder's row, then click Delete Folder. To delete a backup folder, in the Folders > Backup 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 187). A confirmation message appears. 2 Click Yes. The folder is deleted. 202 CTERA Portal Datacenter Edition Administrator Guide

211 Managing Folders and Folder Groups 9 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 Folders > Folder Groups. The Folders > 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. CTERA Portal Datacenter Edition Administrator Guide 203

212 9 Managing Folders and Folder Groups 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 Folders > Folder Groups page, click New. To edit an existing folder group, access the Folder Group Manager. See Accessing the Folder Group Manager (on page 203). The Folder Group Manager opens displaying the General tab. 2 Complete the fields using the information in the following table. 3 Click Save. 204 CTERA Portal Datacenter Edition Administrator Guide

213 Managing Folders and Folder Groups 9 Table 40: Folder Group Manager General Fields In this field... Do this... Name State Minimum Map File Blocks Cloud FS Version Average Block Size Average Map File Size 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. Type the minimum number of de-duplication blocks that a file must contain in order to trigger creation of a mapfile. The default value is configured in the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring Default Settings for Virtual-Portals" on page 25). The cloud storage encoding scheme to use for the folder groups. Currently, the only supported encoding scheme is Cloud FS1. The average block size used by the folder group. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the definition of the selected Cloud FS version in the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring Default Settings for Virtual-Portals" on page 25). Changing this value for an existing folder group does not affect blocks already existing in the folder group. The average map file size used by the folder group. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the definition of the selected Cloud FS version in the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring Default Settings for Virtual-Portals" on page 25). CTERA Portal Datacenter Edition Administrator Guide 205

214 9 Managing Folders and Folder Groups Use Data Compression Compression Method Use Encryption Passphrase protected Your New Passphrase / Confirm New Passphrase Passphrase Strength This field indicates whether data in this folder group will be stored in compressed format. This field is editable, when manually creating a new folder group. Otherwise, it is read-only, and its value is inherited from the definition of the selected Cloud FS version in the virtual portal's settings. See Configuring Virtual-Portal Settings (see "Configuring Default Settings for Virtual-Portals" on page 25). If the Use Data Compression setting is enabled, specify the default compression method to use for file storage. Select one of the following: High Compression High Speed The default value is High Speed. 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 Default Settings for Virtual-Portals" on page 25). 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 Default Settings for Virtual-Portals" on page 25). 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 209). Type the passphrase for accessing this folder group. A bar indicating the passphrase's strength. 206 CTERA Portal Datacenter Edition Administrator Guide

215 Managing Folders and Folder Groups 9 Owner 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 73). Viewing Folder Groups To view all folders groups in the portal In the navigation pane, click Folders > Folder Groups. The Folders > Folder Groups page appears, displaying all folder groups. The table includes the following columns. Table 41: 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 204). 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 75). Indicates whether the folder group is passphrase-protected or not (Yes / No). The folder group's state (Online / Offline). Managing Home Folders for Folder Groups You can manage the home folders in a folder group. To manage home folders in a folder group 1 Access the Folder Group Manager. See Accessing the Folder Group Manager (on page 203). 2 Click the Home Folders tab. CTERA Portal Datacenter Edition Administrator Guide 207

216 9 Managing Folders and Folder Groups The Home Folders tab appears with a table of home folders in the folder group. 3 Perform any of the folder management tasks described in Managing Folder Contents (on page 193), as if you were working in the Folders > Home Folders page. Managing Backup Folders for Folder Groups You can manage the backup folders in a folder group. To manage backup folders in a folder group 1 Access the Folder Group Manager. See Accessing the Folder Group Manager (on page 203). 2 Click the Backups tab. 208 CTERA Portal Datacenter Edition Administrator Guide

217 Managing Folders and Folder Groups 9 The Backups tab appears with a table of backup folders in the folder group. 3 Perform any of the folder management tasks described in Managing Folder Contents (on page 193), as if you were working in the Folders > Backup 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 Folders > Folder Groups. The Folders > 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 Administrator Guide 209

218 9 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 180). 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 Folders > Folder Groups. The Folders > 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 Folders > 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 203). A confirmation message appears. 2 Click Yes. The folder group is deleted. 210 CTERA Portal Datacenter Edition Administrator Guide

219 Managing Collaboration Projects 10 You can easily share files and folders with fellow workers, by defining collaboration projects. When project collaboration is enabled in a team portal, users who have project collaboration permissions can create a project and invite individual users or whole user groups to join the project as project members. Project members receive an notification inviting them to collaborate on the project. They can then view files in the project and/or add files and folders to the project, depending on their permissions. This chapter explains how to manage projects. It is relevant for team portals only. In This Chapter Enabling Project Collaboration for the Virtual Portal Defining Project Management Permissions Adding Collaboration Projects Editing Collaboration Projects Viewing Collaboration Project Contents Exporting a List of Collaboration Projects to Excel Deleting Collaboration Projects Enabling Project Collaboration for the Virtual Portal This task can be performed in the Global Administration View only. To enable project collaboration for a team portal 1 In the navigation pane, click Settings > Virtual Portal Settings. The Settings > Virtual Portal Settings page appears. 2 Select Enable Projects. 3 Click Save. CTERA Portal Datacenter Edition Administrator Guide 211

220 10 Managing Collaboration Projects Defining Project Management Permissions You can define which users have permission to create and manage collaboration projects. You define permissions by adding users and/or user groups to a list and selecting whether to allow or deny permission to each listed user and user group. By default, the user group "All Users," which includes all users, is allowed to create and manage collaboration projects. Deny rules override Allow rules. To define project collaboration permissions 1 In the navigation pane, click Folders > Projects. The Folders > Projects page appears, displaying all collaboration projects. 212 CTERA Portal Datacenter Edition Administrator Guide

221 Managing Collaboration Projects 10 2 Click Settings. The Collaboration Projects Settings dialog appears. 3 To add users and/or user groups and allow or deny permission to them: a In the Local Users drop-down list, select one of the following: Local Users. Search the user accounts defined locally on the CTERA Portal. Local Groups. Search the user groups defined locally on the CTERA Portal. b In the Quick Search field, type a string that appears anywhere within the name of a user account or group you want to add, then click. c A table of user accounts matching the search string appears. CTERA Portal Datacenter Edition Administrator Guide 213

222 10 Managing Collaboration Projects d Select the desired user account or group in the table. The user account or group appears in the Quick Search field. e Click Add. The selected user account or group appears in the permissions list. f In the Permission column, select Allow or Deny from the dropdown list. 4 To delete a user or user group, click in the user's or user group's row. 5 Click Save. Adding Collaboration Projects To add a collaboration project 1 Do one of the following: To add a new collaboration project via the Administration tab: 1 In the navigation pane, click Folders > Projects. The Folders > Projects page appears, displaying all collaboration projects. 2 Click New. To add a new collaboration project via the Cloud Drive tab: 214 CTERA Portal Datacenter Edition Administrator Guide

223 Managing Collaboration Projects 10 1 Navigate to the root/projects folder. 2 Click New Project. The Collaboration Project Details dialog box opens. 2 In the Project Name field, type a name for the project. 3 (Optional) In the Description field, type a description of the project. 4 Specify the project owner, by doing the following in the Owner area: CTERA Portal Datacenter Edition Administrator Guide 215

224 10 Managing Collaboration Projects a In the Local Users drop-down list, select one of the following: Local Users. Search the user accounts defined locally on the CTERA Portal. Domain domain Users. Search the user accounts belonging to the domain called domain. b In the Quick Search field, type a string that appears anywhere within the name of the user account you want to add, then click. A table of user accounts matching the search string appears. c Select the desired user account in the table. The user account appears in the Quick Search field. 5 In the Group field, select the folder group in which the collaboration project should be stored. 6 To mark the project as a Quick Access project, check the Quick Access box. Quick access projects appear directly under the cloud drive's root folder, instead of appearing under the projects folder. Tip You must be an administrator to mark a project as a Quick Access project. The Quick Access box is only enabled if you are an administrator. 7 To add a project member, do the following in the Project Members area: a In the Local Users drop-down list, select one of the following: Local Users. Search the user accounts defined locally on the CTERA Portal. 216 CTERA Portal Datacenter Edition Administrator Guide

225 Managing Collaboration Projects 10 Domain domain Users. Search the user accounts belonging to the domain called domain. Local Groups. Search the user groups defined locally on the CTERA Portal. Domain domain Groups. Search the user groups belonging to the domain called domain. b In the Quick Search field, type a string that appears anywhere within the name of the user account or user group you want to add, then click. A table of user accounts or user groups matching the search string appears. c Select the desired user account or user group in the table. The user account or user group appears in the Quick Search field. d Click Add. The user account or user group appears in the Project Member list. 8 In the project member's row, click the Permission field, and do one of the following: To specify that the member should be able to add, edit, and delete files and folders in this project, select Read/Write. To specify that the member should only be able to view files and folders in this project, select Read Only. 9 To specify an expiration date for a member, do the following: a In the project member's row, click the Expiration field, and then click. CTERA Portal Datacenter Edition Administrator Guide 217

226 10 Managing Collaboration Projects A calendar appears. b Select the date on which the member's access should end. The Expiration column is updated accordingly. 10 To delete a project member, click in the desired project member's row. 11 Click Save. If the mail server is set up, and addresses are defined for the user accounts you added as project members, the CTERA Portal will send notifications to the new project members, inviting them to collaborate on the project. For information on configuring mail server settings, see Configuring Global Mail Server Settings (on page 45). For information on editing user accounts, see Adding and Editing User Accounts (on page 75). Editing Collaboration Projects To edit a collaboration project 1 Do one of the following: To edit a collaboration project via the Administration tab: 1 In the navigation pane, click Folders > Projects. The Folders > Projects page appears, displaying all collaboration projects. 2 Select the desired project's row and then click Edit. To edit a collaboration project via the Cloud Drive tab: 1 Navigate to the root/projects folder. 2 Select the project and click Manage Project. The Collaboration Project Details dialog box opens. 2 In the Project Name field, type a name for the project. 3 (Optional) In the Description field, type a description of the project. 4 Specify the project owner, by doing the following in the Owner area: a In the Local Users drop-down list, select one of the following: Local Users. Search the user accounts defined locally on the CTERA Portal. Domain domain Users. Search the user accounts belonging to the domain called domain. 218 CTERA Portal Datacenter Edition Administrator Guide

227 Managing Collaboration Projects 10 b In the Quick Search field, type a string that appears anywhere within the name of the user account you want to add, then click. A table of user accounts matching the search string appears. c Select the desired user account in the table. The user account appears in the Quick Search field. 5 To add a project member, do the following in the Project Members area: a In the Local Users drop-down list, select one of the following: Local Users. Search the user accounts defined locally on the CTERA Portal. Domain domain Users. Search the user accounts belonging to the domain called domain. Local Groups. Search the user groups defined locally on the CTERA Portal. Domain domain Groups. Search the user groups belonging to the domain called domain. b In the Quick Search field, type a string that appears anywhere within the name of the user account or user group you want to add, then click. A table of user accounts or user groups matching the search string appears. c Select the desired user account or user group in the table. The user account or user group appears in the Quick Search field. d Click Add. The user account or user group appears in the Project Member list. 6 In the project member's row, click the Permission field, and do one of the following: To specify that the member should be able to add, edit, and delete files and folders in this project, select Read/Write. To specify that the member should only be able to view files and folders in this project, select Read Only. 7 To specify an expiration date for a member, do the following: a In the project member's row, click the Expiration field, and then click. A calendar appears. b Select the date on which the member's access should end. The Expiration column is updated accordingly. 8 To delete a project member, click in the desired project member's row. CTERA Portal Datacenter Edition Administrator Guide 219

228 10 Managing Collaboration Projects 9 Click Save. The CTERA Portal will send notifications to the new project members, inviting them to collaborate on the project. For information on configuring mail server settings, see Configuring Global Mail Server Settings (on page 45). For information on editing user accounts, see Adding and Editing User Accounts (on page 75). Viewing Collaboration Project Contents You can view all of the files and folders included in a collaboration project. To view collaboration project contents via the Administration tab 1 In the navigation pane, click Folders > Projects. The Folders > Projects page appears, displaying all collaboration projects. 2 Select the desired project's row and then click View Files. The File Manager opens displaying the collaboration project contents. To view collaboration project contents via the Cloud Drive tab 1 Navigate to the root/projects folder. 2 Double-click on the collaboration project. 220 CTERA Portal Datacenter Edition Administrator Guide

229 Managing Collaboration Projects 10 The collaboration project's contents appear. Exporting a List of Collaboration Projects to Excel You can export a list of collaboration projects and their details to a Comma Separated Values (*.csv) file on your computer, which you can open with Microsoft Excel. This procedure can be performed via the Administration tab only. To export a list of collaboration projects to Excel 1 In the navigation pane, click Folders > Projects. The Folders > Projects page appears, displaying all collaboration projects. 2 Click Export to Excel. The collaboration projects are exported. Deleting Collaboration Projects To delete a collaboration project via the Administration tab 1 In the navigation pane, click Folders > Projects. The Folders > Projects page appears, displaying all collaboration projects. 2 Select the desired project's row and then click Delete. A confirmation message appears. 3 Click Yes. CTERA Portal Datacenter Edition Administrator Guide 221

230 10 Managing Collaboration Projects The project is deleted. To delete a collaboration project via the Cloud Drive tab 1 Navigate to the root/projects folder. 2 Select the project. 3 Click Actions, and then click Delete. A confirmation message appears. 4 Click Yes. The project is deleted. 222 CTERA Portal Datacenter Edition Administrator Guide

231 11 Managing Subscription Plans You provision licenses to virtual portals, by assigning the virtual portals to global plans and add-ons. When a reseller portal is assigned to a global plan or add-on, it is necessary to provision licenses to individual user accounts by creating subscription plans and/or add-ons and assigning the user accounts to the desired plans and packages. Through subscription plans, users in a reseller portal obtain cloud services for an open-ended period of time with automatically recurring payments. Through add-ons, users can obtain additional cloud services for a defined period of time. In contrast, when a team portal is assigned to a global plan or add-on, CTERA Portal automatically creates a default subscription plan containing the licenses specified in the global plan and/or add-ons, and assigns all user accounts in the team portal to this plan. If desired, you can create alternate subscription plans and assign those to individual user accounts. Users in a team portal obtain services through their subscription plans for an open-ended period of time without payment. For more information on subscription plans, see Understanding CTERA Provisioning. This chapter explains how to use subscription plans to provision services to users' devices and how to provision services to virtual 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-ons (on page 239). In This Chapter Understanding Snapshot Retention Policies Adding and Editing Subscription Plans Viewing Subscription Plans Setting/Removing the Default Subscription Plan Exporting Subscription Plans to Excel Applying Provisioning Changes Deleting Subscription Plans CTERA Portal Datacenter Edition Administrator Guide 223

232 11 Managing Subscription Plans Understanding Snapshot Retention Policies The CTERA Portal retains previous file versions for each user, by using snapshots. Snapshots are read-only copies of files as they were at a particular point in time. The CTERA Portal creates snapshots automatically and retains them according to a configurable snapshot retention policy that is provisioned via subscription plans. So long as a snapshot is retained by CTERA Portal, the relevant version of the user data can be retrieved. What Does a Snapshot Retention Policy Specify? 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. Tip A day is defined as starting at 00:00:00 and ending at 23:59:59. 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. 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: 224 CTERA Portal Datacenter Edition Administrator Guide

233 Managing Subscription Plans 11 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 the 24th, as it is the latest snapshot taken this month. The number of quarterly snapshots to retain A quarterly snapshot is the latest snapshot taken during the quarter. Example 1: Let's say snapshots were successfully taken every day until the current date, which is the March 31. The quarterly snapshot is the one taken on March 31st, as it is the latest snapshot taken this quarter. Example 2: Snapshots were successfully taken every day until the current date, except snapshots for March 25 through 31 were not taken because the device was turned off. The quarterly snapshot is the one taken on March 24th, as it is the latest snapshot taken this quarter. 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 the 24th, as it is the latest snapshot taken this year. At What Level Can a Snapshot Retention Policy Be Applied? Snapshot retention policies can be applied at the following levels: At the virtual portal level In this case, the snapshot retention policy will apply to all users in the virtual portal. A snapshot retention policy can be applied to both reseller portals and team portals. CTERA Portal Datacenter Edition Administrator Guide 225

234 11 Managing Subscription Plans At the user level It is possible to configure snapshot retention policies for individual users in the virtual portal. Tip Applying a retention policy at the user level in a reseller portal is supported from v3.2. Applying a retention policy at the user level in a team portal is supported from v4.0. What Happens When Both Levels of Snapshot Retention Policy Are Applied? When a snapshot retention policy is assigned to a portal, the policy will be globally enforced as a set of maximum values for all users in the portal. Individual users in that portal can be assigned user-level snapshot retention policies, so long as the values in the user-level policy do not exceed those of the portal-level policy. For example, let us assume that a team portal called "acme" is assigned a subscription plan called "acme-plan", which includes the following snapshot retention policy. Retain 7 daily snapshots Retain 4 weekly snapshots Retain 12 monthly snapshots Users in the "acme" portal cannot be assigned a snapshot retention policy that exceeds the values specified in "acme-plan". Therefore, users in this portal cannot be assigned the following snapshot retention policy: Retain 10 daily snapshots Retain 15 weekly snapshots Retain 17 monthly snapshots However, they can be assigned the following snapshot retention policy: Retain 6 daily snapshots Retain 2 weekly snapshots Retain 9 monthly snapshots 226 CTERA Portal Datacenter Edition Administrator Guide

235 Managing Subscription Plans 11 CTERA Portal Snapshot Retention for the Cloud Drive Service Each user account that uses the Cloud Drive service is assigned a home folder in the CTERA Portal, upon creation of the user account. The home folder (Cloud Drive) serves as the block destination for CTERA appliance and CTERA Cloud Agent sync operations. Each Cloud Drive folder (including home folders and projects) retains previous versions according to the snapshot retention policy of the folder owner. However,when two collaborators (portal users) who are working on the same project have different snapshot retention policies, the project snapshots will be retained according to the project owner's retention policy. Snapshots of Cloud Drive folders are taken for each folder once an hour, if there were any changes in the folder during that hour. CTERA Portal Snapshot Retention for the Cloud Backup Service. Each CTERA C Series appliance and CTERA Cloud Agent that uses the Cloud Backup service is assigned a dedicated backup folder in the CTERA Portal, which serves as the block destination for the appliance or Cloud Agent. When a CTERA appliance or CTERA Cloud Agent initiates a Cloud Backup job, the CTERA Portal automatically creates a snapshot of the appliance's or Cloud Agent's backup folder. The snapshot's timestamp is the time at which the Cloud Backup job was initiated by the client. Snapshot Consolidation The snapshot consolidator is a scheduled job that runs once a day at midnight. It is responsible for deleting all the snapshots that should not be retained, according to the retention policy. CTERA Portal Datacenter Edition Administrator Guide 227

236 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. 228 CTERA Portal Datacenter Edition Administrator Guide

237 Managing Subscription Plans 11 3 Complete the fields using the information in Plan Services Fields (page 232). 4 Click Next. The Plan Details dialog box appears. 5 Complete the fields using the information in Plan Details Fields (page 233). 6 Click Next. The Snapshot Retention Policy dialog box appears. 7 Complete the fields using the information in Snapshot Retention Policy Fields (page 233). Tip 8 Click Next. For an explanation of each policy, see Understanding Snapshot Retention Policies (on page 224). CTERA Portal Datacenter Edition Administrator Guide 229

238 11 Managing Subscription Plans The Plan Name and Description dialog box appears. 9 Complete the fields using the information in Plan Name and Description Fields (page 234). 10 Click Next. The Quotas dialog box appears. 11 For each item, click in the Amount Included 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 Administrator Guide

239 Managing Subscription Plans Click Next. Tip The specified license quotas must not exceed the number specified in the license. Otherwise, an error message will appear when you attempt to assign a virtual portal to this plan. The Wizard Completed screen appears. 13 Click Finish. If you edited an existing plan, 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. CTERA Portal Datacenter Edition Administrator Guide 231

240 11 Managing Subscription Plans When the operation is complete, the Completed screen appears. 14 Click Close. Table 42: Plan Services Fields In this field... Do this... Cloud Backup Service Seeding Supported Remote Access Cloud Drive Cloud Drive Invitations Indicates that the Cloud Backup Service is included in the subscription plan. This field is read-only. Select this option to include backup seeding in the subscription plan. 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. 232 CTERA Portal Datacenter Edition Administrator Guide

241 Managing Subscription Plans 11 Table 43: Plan Details Fields In this field... Do this... Allow users to join this plan Free Trial 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. Table 44: Snapshot Retention Policy Fields In this field... Do this... Retain daily snapshots Retain weekly snapshots Retain monthly snapshots Retain quarterly snapshots Retain yearly snapshots 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. CTERA Portal Datacenter Edition Administrator Guide 233

242 11 Managing Subscription Plans Table 45: Plan Name and Description Fields In this field... Do this... Plan Name Display Name Sort Index Description Preview Type a name for the subscription plan. 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. 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. 234 CTERA Portal Datacenter Edition Administrator Guide

243 Managing Subscription Plans 11 Table 46: Plans Fields This field... Displays... Name Display Name Sort Index Storage Allow Joining Trial Appliance Licenses Server Agent Licenses Workstation Backup Licenses Cloud Drive Licenses 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 228). 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 number of CTERA appliance licenses included in the plan. A CTERA appliance license is consumed by a CTERA appliance connected to a CTERA Portal user account. The number of CTERA Server Agent licenses included in the plan. A Server Agent license is consumed by a Server Agent in Cloud Agent mode using the CTERA Cloud Backup service. The number of CTERA Workstation Backup licenses included in the plan. A workstation backup license is consumed by a CTERA Workstation Agent in Cloud Agent mode using the CTERA Cloud Backup service. The number of CTERA Cloud Drive licenses included in the plan. Each Cloud Drive license enables one user to connect and sync data to the CTERA Portal for up to five devices associated with the user account, including: CTERA Agents (Server or Workstation Backup) and mobile devices (iphone, ipad, and so on). CTERA Portal Datacenter Edition Administrator Guide 235

244 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 with 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. 236 CTERA Portal Datacenter Edition Administrator Guide

245 Managing Subscription Plans 11 The Provisioning > Plans page appears, displaying all subscription plans. 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 Administrator Guide 237

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247 12 Managing Add-ons In reseller portals, users can subscribe to add-ons, 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. For more information on add-ons, see Understanding CTERA Provisioning. This chapter explains how to use add-ons 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-ons. In order to provision global add-ons, these tasks must be performed in the Global Administration View. In This Chapter Adding and Editing Add-ons Viewing Add-ons Exporting Add-ons to Excel Applying Provisioning Changes Deleting Add-ons Adding and Editing Add-ons Once you have added an end-user add-on to the portal, you can then add the add-on directly to user accounts, as described in Adding Add-ons to User Accounts (on page 83). Alternatively, for a "pre-paid" business model, you can create vouchers for the add-on, as described in Adding Vouchers (on page 248). End users can then redeem the vouchers in order to add the add-on to their user accounts. Once you have added a portal-level add-on to the system, you can then add the add-on directly to a portal, as described in Adding Global Add-ons to Virtual Portals (on page 263). To add or edit an add-on 1 In the navigation pane, click Provisioning > Add-ons. CTERA Portal Datacenter Edition Administrator Guide 239

248 12 Managing Add-ons The Provisioning > Add-ons page appears, displaying all add-ons. 2 Do one of the following: To add a new add-on, click New. To edit an existing add-on, select the desired add-on'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 Add-on Services Fields (page 243). 4 Click Next. 240 CTERA Portal Datacenter Edition Administrator Guide

249 Managing Add-ons 12 A second Add-on Wizard dialog box appears. 5 Complete the fields using the information in Add-on Details Fields (page 243). 6 Click Next. The Quotas dialog box appears. 7 For each item, click in the Amount Included 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. 8 Click Next. CTERA Portal Datacenter Edition Administrator Guide 241

250 12 Managing Add-ons The Wizard Complete screen appears. 9 Click Finish. If you edited an existing add-on, 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. 242 CTERA Portal Datacenter Edition Administrator Guide

251 Managing Add-ons Click Close. Table 47: Add-on Services Fields In this field... Do this... Cloud Backup Service Seeding Supported Remote Access Cloud Drive Allow Invitations Indicates that the Cloud Backup Service is included in the add-on. This field is read-only. Select this option to include backup seeding in the add-on. Select this option to include remote access in the add-on. 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. 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. 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. Table 48: Add-on Details Fields In this field... Do this... Name Display Name Expires after Type a name for the add-on. Type the name to use when displaying this add-on in the End User Portal and notifications. 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 should expire. CTERA Portal Datacenter Edition Administrator Guide 243

252 12 Managing Add-ons Viewing Add-ons To view all add-ons in the portal In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-ons. The table includes the following columns. Table 49: Add-ons Fields This field... Displays... Name Display Name Storage Expires Appliance Licenses Server Agent Licenses Workstation Backup Licenses Cloud Drive Licenses The add-on's name. To edit the add-on, click the add-on name. For further details, see Adding and Editing Add-ons (on page 239). The add-on's name, as displayed in the End User Portal and notifications. The amount of storage space included in the add-on. The number of days after adding this add-on, that the add-on will expire. The number of CTERA appliance licenses included in the add-on. The number of CTERA Server Agents included in the add-on. The number of CTERA Workstation Backup licenses included in the add-on. The number of CTERA Cloud Drive licenses included in the add-on. Exporting Add-ons to Excel You can export add-ons to a CSV file that can be opened with Microsoft Excel. To export add-ons 1 In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-ons. 2 Click Export to Excel. All add-ons are exported to a CSV file. 244 CTERA Portal Datacenter Edition Administrator Guide

253 Managing Add-ons 12 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-ons. 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-ons To delete an add-on 1 In the navigation pane, click Provisioning > Add-ons. The Provisioning > Add-ons page appears, displaying all add-ons. 2 Select the desired add-on's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The add-on is deleted. CTERA Portal Datacenter Edition Administrator Guide 245

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255 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 (see "Overriding the Global Virtual Portal Settings" on page 67). Adding Vouchers Viewing Vouchers Sending Vouchers by Exporting Vouchers to Excel Deleting Vouchers CTERA Portal Datacenter Edition Administrator Guide 247

256 13 Managing Vouchers Adding Vouchers To add a voucher 1 In the navigation pane, click Provisioning > 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. 248 CTERA Portal Datacenter Edition Administrator Guide

257 Managing Vouchers 13 The Wizard Complete screen appears. 5 Click Finish. Table 50: Voucher Wizard Fields In this field... Do this... Add-on / Plan Voucher Code Number of Vouchers to Create Comment Select the add-on 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. 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. CTERA Portal Datacenter Edition Administrator Guide 249

258 13 Managing Vouchers Table 51: Vouchers Fields This field... Displays... Voucher Code Add-on / Plan Status The voucher's code. The add-on 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 379). 3 In the To field, type the end user's address. 4 Click Send. 250 CTERA Portal Datacenter Edition Administrator Guide

259 Managing Vouchers 13 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 Administrator Guide 251

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261 14 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 CTERA Portal Datacenter Edition Administrator Guide 253

262 14 Managing 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. 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. 254 CTERA Portal Datacenter Edition Administrator Guide

263 Managing Invitations 14 5 Click Finish. 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 52: 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 Administrator Guide 255

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265 15 Managing Virtual Portals The CTERA Portal can be divided into tenants, known as 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, and self-registration. 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 (see "Virtual Portals" on page 3). This chapter explains how to add, edit, and delete virtual portals, as well as log in to 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-ons to Virtual Portals Exporting Virtual Portals to Excel Deleting Virtual Portals CTERA Portal Datacenter Edition Administrator Guide 257

266 15 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. 258 CTERA Portal Datacenter Edition Administrator Guide

267 Managing Virtual Portals 15 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 258). The Virtual Portal Manager opens displaying the Profile tab. 2 Complete the fields using the information in the following table. 3 Click Save. CTERA Portal Datacenter Edition Administrator Guide 259

268 15 Managing Virtual Portals Table 53: Virtual Portal Profile Fields In this field... Do this... Name Type Type a name (unique identifier) for the virtual portal. Select the virtual portal's type. For information on portal types, see The CTERA Portal Datacenter Edition (see "Virtual Portals" on page 3). This field is read-only, when editing an existing virtual portal. Catalog Node Server Status Select the virtual portal's catalog node server. Catalog node servers are database servers that store metadata. CTERA Portal supports multiple catalog node servers for scalability. Select the status of the virtual portal to enabled or disabled. If you set the status to disabled, the following things happen: Users cannot log in to the portal, and devices cannot connect. Reports and notifications are not sent from the portal. User self-registration is disabled. Global administrators can still connect to disabled portals via the Global Administration View. Billing ID Provision quotas for this virtual portal Optionally use this field to enter the virtual portal owner's billing ID. This enables integration of the portal with an external billing system. This field is relevant for reseller portals only. Deselect this box to allow a reseller unlimited quotas (subject only to the limits of the portal license). 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. 260 CTERA Portal Datacenter Edition Administrator Guide

269 Managing Virtual Portals 15 Table 54: Virtual Portal Fields This field... Displays... Name Status Subscription Plan Add Ons Connected Devices Storage Appliance Licenses Server Agent Licenses Workstation Backup Licenses Cloud Drive Users Billing ID Catalog Node Server 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 259). The status of the virtual portal (enabled or disabled). If the status is disabled, the following are true: Users cannot log in to the portal, and devices cannot connect. Reports and notifications are not sent from the portal. User self-registration is disabled. Global administrators can still connect to disabled portals via the Global Administration View. 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 228). The number of add-ons for the virtual portal. To modify the list of add-ons, click on the number. For further details, see Adding and Editing Add-ons (on page 239). The number of devices currently connected to the virtual portal. The amount of storage in use by the virtual portal, out of the total provisioned amount. The number of CTERA appliance licenses in use by the virtual portal, out of the total provisioned number. The number of CTERA Server Agent licenses in use by the virtual portal, out of the total provisioned number. The total number of CTERA Workstation Backup licenses in use by the virtual portal, out of the total provisioned number. The number of Cloud Drive licenses in use by the virtual portal, out of the total provisioned number. The number of user accounts defined in the virtual portal. The virtual portal owner's billing ID. The virtual portal's catalog node server. Catalog node servers are database servers that store metadata. CTERA Portal supports multiple catalog node servers for scalability. CTERA Portal Datacenter Edition Administrator Guide 261

270 15 Managing Virtual Portals 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 258). 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. 262 CTERA Portal Datacenter Edition Administrator Guide

271 Managing Virtual Portals 15 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, you can click to specify the date on which the portal's subscription to the selected plan should expire. This field is only relevant for plans that are defined as time limited trial plans. Otherwise the field is disabled. 8 Click Save. The virtual portal is assigned to the subscription plan. Adding Global Add-ons to Virtual Portals This task can be performed in the Global Administration View only. To add global add-ons to a virtual portal 1 Access the Virtual Portal Manager. See Accessing the Virtual Portal Manager (on page 258). 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 for the virtual portal, do the following: a In the drop-down list, select the desired add-on. b Click Add. CTERA Portal Datacenter Edition Administrator Guide 263

272 15 Managing Virtual Portals The global add-on appears in the list box. c In the add-on'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 subscription should end. The Expiration column is updated accordingly. 5 To remove an add-on from the virtual portal, in the add-on's row in the list box, click. The add-on is removed. 6 Click Save. The virtual portal is assigned to the add-ons. 264 CTERA Portal Datacenter Edition Administrator Guide

273 Managing Virtual Portals 15 Exporting Virtual Portals to Excel You can export a list of user virtual portals and their details to a Comma Separated Values (*.csv) file on your computer, which you can open with Microsoft Excel. 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. Deleted portals cannot be recovered. 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 258). A confirmation message appears. 2 Click Yes. The virtual portal and all of its contents are deleted. CTERA Portal Datacenter Edition Administrator Guide 265

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275 16 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 Configuring a Server as a Catalog Node Editing Server SMTP Settings Viewing Connected Devices Monitoring Server Activity Viewing Server Tasks Viewing Servers' Statuses Restarting Servers CTERA Portal Datacenter Edition Administrator Guide 267

276 16 Managing Servers 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. 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. 268 CTERA Portal Datacenter Edition Administrator Guide

277 Managing Servers 16 The Server Manager opens displaying the General Settings tab. Editing Server General Settings You can edit a server's settings, including configuring a server as a catalog node and/or application server, setting the public IP address of the server, and the IP address to which each virtual portal's DNS should resolve. This allows you to restrict specific portals to be accessible only from a specific network interface. 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 268). 2 In the Name field, type a unique identifier for the server. 3 To configure the server to act as an application server, select the Act as application server checkbox. An application server accepts CTTP connections from devices and HTTPS connections from end users and CTERA Mobile. If the checkbox is unchecked, this server will not allow any client logins. 4 To configure the server to act as a catalog node, select the Catalog Node checkbox. A catalog node is a database server used to store file metadata. CTERA Portal Datacenter Edition Administrator Guide 269

278 16 Managing Servers 5 To declare that the server's default IP address has a public Network Address Translation (NAT) address, check the Public NAT Address checkbox and type the public IP address in the field. This controls the default IP address of this server that is exposed using DNS. 6 By default, the portal listens to virtual portals on the default address. You can optionally bind specific virtual portals to other interfaces (specified by IP address) of the server, which will cause this IP address to be published by the DNS server, and will prevent access to the specified portal via other IP addresses of the server. To set custom address mappings, do the following: a Select the Custom Address Mappings check box. The Custom Address Mappings table is enabled. b For each virtual portal that should be bound to an IP address of the server, do the following: 1 In the virtual portal's row, click in the IP Address field, then type the IP address to be translated. This should be the IP address of the local interface which should accept connections for clients of the specified virtual portal. To bind this virtual portal to the default IP address, do not enter a value in this field. 270 CTERA Portal Datacenter Edition Administrator Guide

279 Managing Servers 16 2 If NAT is used, and the public IP address of the interface differs from the private IP address, click in the NAT IP Address field in the virtual portal's row, and then type the IP address to which the original IP address should be translated. This public address will be published by the CTERA Portal DNS server. To specify that the public IP address is equal to the private IP address, do not enter a value in this field. 7 Click Save. Configuring a Server as a Catalog Node CTERA Portal supports multiple catalog nodes (metadata database servers). The Server Manager enables you to configure a server to act as a catalog node. To configure a CTERA Portal server to act as a catalog node 1 Access the Server Manager. See Accessing the Server Manager (on page 268). 2 Select the Catalog Node checkbox. 3 Click Save. Editing Server SMTP Settings 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 45). 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 268). 2 Click the SMTP Settings tab. CTERA Portal Datacenter Edition Administrator Guide 271

280 16 Managing Servers The SMTP Settings tab appears. 3 Complete the fields using the information in the following table. 4 Click Save. 272 CTERA Portal Datacenter Edition Administrator Guide

281 Managing Servers 16 Table 55: Server Manager SMTP Settings Fields In this field... Do this... SMTP Settings SMTP Server SMTP Port Enable TLS Server requires authentication Username Password Select this option to override global mail server settings. The remaining 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. 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. 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 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 268). 2 Click the Clients tab. CTERA Portal Datacenter Edition Administrator Guide 273

282 16 Managing Servers The Clients tab appears. For information on the Client tab fields, see the following table. Table 56: Server Clients Fields This field... Displays... Name Owner Total In Total Out Average In Average Out In Backup Connected Since 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. 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. 274 CTERA Portal Datacenter Edition Administrator Guide

283 Managing Servers 16 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 268). 2 Click the Activity tab. The Activity tab appears. For information on the charts displayed, see the following table. CTERA Portal Datacenter Edition Administrator Guide 275

284 16 Managing Servers Table 57: 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) Blocks Verification Counter (OPP/Minute) 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. The number of block verifications per minute. Block verifications are executed when the portal is executing a consistency check as part of system maintenance. Open Database Connections The number of open database connections over time. Logged In Users Connected Devices The number of CTERA Portal administrators logged in over time. The number of connected client devices over time. 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 268). 2 Click the Tasks tab. 276 CTERA Portal Datacenter Edition Administrator Guide

285 Managing Servers 16 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 scheduled tasks that have not yet been started, clicks the Scheduled Tasks sub-tab. The relevant information appears. For information on the fields displayed, see the following table. CTERA Portal Datacenter Edition Administrator Guide 277

286 16 Managing Servers Table 58: 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 FSCK Inactive account cleaner Expired invitations cleaner 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. This field is not relevant for scheduled tasks. Start Duration Progress Message The date and time at which the task started or is scheduled to start. The amount of time the task took, or has taken so far. This field is not relevant for scheduled tasks. The task's progress. This field is not relevant for scheduled tasks. Additional information about the task. This field is not relevant for scheduled tasks. 278 CTERA Portal Datacenter Edition Administrator Guide

287 Managing Servers 16 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). 2 Access the Server Manager. See Accessing the Server Manager (on page 268). 3 Click the Status tab. The Status tab appears. For information on the Status tab fields, see the following table. CTERA Portal Datacenter Edition Administrator Guide 279

288 16 Managing Servers Table 59: Server Manager Status Fields In this field... Do this... Storage Pools Address DB Connected Main DB Server Operating System RAM Number of CPUs Portal Version Image Version Uptime The status and amount of free storage on each server storage pool. This field appears only if the CTERA Portal is installed on the OpenSolaris platform. The server's domain name followed by its IP address. States whether the DB is connected to the CTERA Portal application. States whether the server is the main DB server of the CTERA Portal installation. The server's operating system. The server's RAM followed by the amount of free space. The number of CPUs on the server. The CTERA Portal version installed on the server. The version number of the server image. The number of days and hours that the server has been up. Tomcat Uptime The number of days and hours that the application server (Tomcat) has been up. Restarting Servers CTERA Portal servers can be restarted from the CTERA Portal web page. To restart a server 1 Access the Server Manager. See Accessing the Server Manager (on page 268). 2 Select the server you want to restart. 3 Click Restart. The server is restarted. 280 CTERA Portal Datacenter Edition Administrator Guide

289 17 Managing Firmware Images Each device (CTERA appliance or CTERA Agent) in the CTERA Portal system is installed with a firmware image that suits the device platform. (For convenience, we refer to CTERA Agent software packages as a type of "firmware"). This chapter explains how to manage 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 CTERA Portal Datacenter Edition Administrator Guide 281

290 17 Managing Firmware Images 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. 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. 282 CTERA Portal Datacenter Edition Administrator Guide

291 Managing Firmware Images 17 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 Administrator Guide 283

292 17 Managing Firmware Images 3 Click Mark as Current. The selected firmware image becomes the current firmware image and is marked with the icon. To mark a firmware image as not current 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 Remove Current. The selected firmware image 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. 284 CTERA Portal Datacenter Edition Administrator Guide

293 Managing Firmware Images 17 Tip You can achieve the same results by searching for the desired firmware in the Main > Device page. See Searching Tables (on page 22). CTERA Portal Datacenter Edition Administrator Guide 285

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295 18 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. 2 Do one of the following: CTERA Portal Datacenter Edition Administrator Guide 287

296 18 Managing Storage Nodes 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 290). If you selected Caringo Storage, continue at Using a Caringo Storage Node (on page 291). If you selected Cleversafe, continue at Using a Cleversafe Storage Node (on page 295). If you selected Cloudian, continue at Using a Cloudian Storage Node (on page 296). If you selected CTERA Cloud FS, continue at Using a CTERA Cloud FS Storage Node (on page 298). If you selected Dell DX, continue at Using a Dell DX Object Storage Platform Storage Node (on page 299). If you selected DDN Web Object Scaler, continue at Using a DDN Web Object Scaler Storage Node (see "Using a DDN Web Object Scaler (WOS) Storage Node" on page 302). If you selected EMC Atmos, continue at Using an EMC Atmos Storage Node (on page 304). If you selected Hitachi HCP, continue at Using a Hitachi Content Platform Storage Node (on page 305). 288 CTERA Portal Datacenter Edition Administrator Guide

297 Managing Storage Nodes 18 If you selected IBM GPFS, continue at Using an IBM GPFS Storage Node (on page 307). If you selected MezeoCloud, continue at Using a MezeoCloud Storage Node (on page 309). If you selected Nirvanix Cloud Storage Network, continue at Using a Nirvanix Cloud Storage Network Storage Node (on page 310). If you selected OpenStack Swift, continue at Using an OpenStack Swift Storage Node (on page 312). If you selected OpenStack Swift (KeyStone), continue at Using an OpenStack Swift (KeyStone) Storage Node (on page 313). If you selected Scality (S3 API), continue at Using a Scality (S3 API) Storage Node (on page 314). If you selected Scality RING, continue at Using a Scality RING Storage Node (on page 316). Table 60: 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. Dedicated to Portal Select the checkbox if you want to dedicate the storage node to one virtual portal. Select the virtual portal from the dropdown list. CTERA Portal Datacenter Edition Administrator Guide 289

298 18 Managing Storage Nodes 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. The Wizard Completed screen appears. 3 Click Finish. 290 CTERA Portal Datacenter Edition Administrator Guide

299 Managing Storage Nodes 18 Table 61: Amazon S3 Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS Type your Amazon S3 bucket. Type your Amazon S3 access key ID. Type your Amazon S3 storage node's secret access key. Type the endpoint name of the S3 service. The default value is s3.amazonaws.com. Normally, this value should not be changed. Select this option to use HTTPS to connect with the storage node. Using a Caringo Storage Node The Caringo Storage dialog box appears. CTERA Portal Datacenter Edition Administrator Guide 291

300 18 Managing Storage Nodes 1 Complete the fields using the relevant information in the following table. If you selected Static Members in the Discover mode field, the fields change. Do the following: a Add each cluster member's address, by typing the cluster member's address in the field provided, and then clicking Add. A row appears in the table. b To delete a cluster member's address, click in its row. 2 Click Next. 292 CTERA Portal Datacenter Edition Administrator Guide

301 Managing Storage Nodes 18 A second Caringo Storage dialog box appears. 3 Complete the fields using the relevant information in the following table. 4 Click Next. The Wizard Completed screen appears. 5 Click Finish. CTERA Portal Datacenter Edition Administrator Guide 293

302 18 Managing Storage Nodes Table 62: Caringo Storage Fields In this field... Do this... Discovery mode Proxy Address Cluster Name Use HTTPS only Use Named Objects Domain Bucket Username Password Select the discovery method to use to detect cluster members: Use SCSP Proxy. Use automatic discovery. Static Members. Specify cluster members manually. Type the IP address or DNS name of your Caringo Storage Node SCSP Proxy Server. Type your Caringo Storage Node cluster name. Select this option to use only HTTPS to connect with the storage node. If this option is not selected, HTTP will be used instead. Note: Enabling HTTPS reduces performance. Select this option to use named objects. This is recommended if multi-tenancy is required, (that is, if the Caringo Storage Node cluster is shared by other applications or portals). If this option is not selected, objects will be stored as unnamed objects. If Caringo Storage Node is segmented into multiple domains, (each with its own security and authentication and each subdivided into "buckets"), type the relevant domain's name. Type the name of your Caringo Storage Node bucket. This field is optional. Type your user ID for accessing Caringo Storage Node. Type your password for accessing Caringo Storage Node. 294 CTERA Portal Datacenter Edition Administrator Guide

303 Managing Storage Nodes 18 Using a Cleversafe Storage Node The Cleversafe dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. The Wizard Completed screen appears. 3 Click Finish. CTERA Portal Datacenter Edition Administrator Guide 295

304 18 Managing Storage Nodes Table 63: Cleversafe Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS Type your Cleversafe bucket. Type your Cleversafe access key ID. Type your Cleversafe storage node's secret access key. Type the endpoint name of the Cleversafe service. Select this option to use HTTPS to connect with the storage node. Using a Cloudian Storage Node The Cloudian dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 296 CTERA Portal Datacenter Edition Administrator Guide

305 Managing Storage Nodes 18 The Wizard Completed screen appears. 3 Click Finish. Table 64: Cloudian Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS Type your Cloudian bucket. Type your Cloudian access key ID. Type your Cloudian storage node's secret access key. Type the endpoint name of the Cloudian service. Select this option to use HTTPS to connect with the storage node. CTERA Portal Datacenter Edition Administrator Guide 297

306 18 Managing Storage Nodes Using a CTERA Cloud FS Storage Node When using a CTERA Cloud FS storage node, data blocks are stored in a specific folder in the primary CTERA Portal server's local file system. CTERA Portal servers set to secondary mode access the storage node by communicating through the primary CTERA Portal server. Tip When using this type of storage node, it is recommended to set the de-duplication block size to 512KB or larger. The CTERA Cloud FS dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. The Wizard Completed screen appears. 298 CTERA Portal Datacenter Edition Administrator Guide

307 Managing Storage Nodes 18 3 Click Finish. Table 65: CTERA Cloud FS Fields In this field... Do this... Host Address Folder Path Files per Folder Use fsync Type the host address of the primary server. Type the path in where files should be stored in the local file system. Type the maximum number of files to store in a folder. The default value is Select this option to specify that blocks of data should be flushed to disk immediately. Using fsync prevents data loss in the event of a power failure. Using a Dell DX Object Storage Platform Storage Node The Dell DX dialog box appears. 1 Complete the fields using the relevant information in the following table. CTERA Portal Datacenter Edition Administrator Guide 299

308 18 Managing Storage Nodes If you selected Static Members in the Discover mode field, the fields change. Do the following: a Add each cluster member's address, by typing the cluster member's address in the field provided, and then clicking Add. A row appears in the table. b To delete a cluster member's address, click in its row. 2 Click Next. 300 CTERA Portal Datacenter Edition Administrator Guide

309 Managing Storage Nodes 18 A second Dell DX dialog box appears. 3 Complete the fields using the relevant information in the following table. 4 Click Next. The Wizard Completed screen appears. 5 Click Finish. CTERA Portal Datacenter Edition Administrator Guide 301

310 18 Managing Storage Nodes Table 66: Dell DX Fields In this field... Do this... Discovery mode Proxy Address Cluster Name Use HTTPS Use Named Objects Domain Bucket Username Password Select the discovery method to use to detect cluster members: Use SCSP Proxy. Use automatic discovery. Static Members. Specify cluster members manually. Type the IP address or DNS name of your Dell DX SCSP Proxy Server. Type your Dell DX cluster name. Select this option to use HTTPS to connect with the storage node. If this option is not selected, HTTP will be used instead. Note: Enabling HTTPS reduces performance. Select this option to use named objects. This is recommended if multi-tenancy is required, (that is, if the Dell DX cluster is shared by other applications or portals). If this option is not selected, objects will be stored as unnamed objects. If Dell DX is segmented into multiple domains, (each with its own security and authentication and each subdivided into "buckets"), type the relevant domain's name. Type the name of your Dell DX bucket. This field is optional. Type your user ID for accessing Dell DX. Type your password for accessing Dell DX. Using a DDN Web Object Scaler (WOS) Storage Node The DDN Web Object Scaler dialog box appears. 302 CTERA Portal Datacenter Edition Administrator Guide

311 Managing Storage Nodes 18 1 Complete the fields using the information in the following table. 2 Click Next. The Wizard Completed screen appears. 3 Click Finish. Table 67: DDN Web Object Scaler Fields In this field... Do this... Primary Node Address Secondary Node Address Policy Name Type the primary node address of your DDN Web Object Scaler storage node. Type the secondary node address of your DDN Web Object Scaler storage node. Type the policy name of your DDN Web Object Scaler storage node. CTERA Portal Datacenter Edition Administrator Guide 303

312 18 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. The Wizard Completed screen appears. 3 Click Finish. 304 CTERA Portal Datacenter Edition Administrator Guide

313 Managing Storage Nodes 18 Table 68: EMC Atmos Fields In this field... Do this... Full Token Id Access Point Shared Secret Use HTTPS Type your EMC Atmos full token ID. Type the host name of the EMC Atmos storage node. Type your EMC Atmos shared secret. Select this option to use HTTPS to connect with the storage node. Using a Hitachi Content Platform Storage Node The Hitachi HCP dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. CTERA Portal Datacenter Edition Administrator Guide 305

314 18 Managing Storage Nodes The Wizard Completed screen appears. 3 Click Finish. Table 69: Hitachi HCP Fields In this field... Do this... Bucket Name User Password Use HTTPS Type the name of your Hitachi HCP bucket. Type your user ID for accessing Hitachi HCP. Type your password for accessing Hitachi HCP. Select this option to use HTTPS to connect with the storage node. If this option is not selected, HTTP will be used instead. Note: Enabling HTTPS reduces performance. 306 CTERA Portal Datacenter Edition Administrator Guide

315 Managing Storage Nodes 18 Using an IBM GPFS Storage Node The IBM General Parallel File System (GPFS) is a high-performance cluster file system, meaning that it provides concurrent access to a single file system or set of file systems from multiple nodes. These nodes can be all be SAN attached, or a combination of SAN and network attached. This enables high performance access to a common set of data, in order to support a scale-out solution or provide a high availability platform. When using CTERA Portal with IBM GPFS, CTERA Portal servers have active-active access to the stored data. This means that each CTERA Portal server has equal and independent access to the data stored by all other CTERA Portal servers. If one CTERA Portal server fails, another server immediately and transparently takes its place. In addition, the CTERA Portal database can be stored on the GPFS file system. Tip When using this type of storage node, it is recommended to set the de-duplication block size to 512KB. The IBM GPFS dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. CTERA Portal Datacenter Edition Administrator Guide 307

316 18 Managing Storage Nodes The Wizard Completed screen appears. 3 Click Finish. Table 70: IBM GPFS Fields In this field... Do this... Storage Path Files per Folder Use fsync Type the path in where files should be stored in the GPFS file system. Type the maximum number of files to store in a folder. The default value is Select this option to specify that blocks of data should be flushed to disk immediately. Using fsync prevents data loss in the event of a power failure. 308 CTERA Portal Datacenter Edition Administrator Guide

317 Managing Storage Nodes 18 Using a MezeoCloud Storage Node The MezeoCloud dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. The Wizard Completed screen appears. 3 Click Finish. CTERA Portal Datacenter Edition Administrator Guide 309

318 18 Managing Storage Nodes Table 71: MezeoCloud Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS 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 HTTPS to connect with the storage node. 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. 310 CTERA Portal Datacenter Edition Administrator Guide

319 Managing Storage Nodes 18 The Wizard Completed screen appears. 3 Click Finish. Table 72: Nirvanix Cloud Storage Network Fields In this field... Do this... Bucket Name Username 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 Administrator Guide 311

320 18 Managing Storage Nodes Using an OpenStack Swift Storage Node The OpenStack Swift dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. The Wizard Completed screen appears. 3 Click Finish. 312 CTERA Portal Datacenter Edition Administrator Guide

321 Managing Storage Nodes 18 Table 73: OpenStack Swift Fields In this field... Do this... Bucket Name Username API Key Endpoint Type your OpenStack Swift bucket. Type your user ID for accessing OpenStack Swift. Type your OpenStack Swift API key. Type the endpoint name of the OpenStack Swift service. Using an OpenStack Swift (KeyStone) Storage Node The OpenStack Swift (KeyStone) dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. The Wizard Completed screen appears. CTERA Portal Datacenter Edition Administrator Guide 313

322 18 Managing Storage Nodes 3 Click Finish. Table 74: OpenStack Swift (KeyStone) Fields In this field... Do this... Bucket Name Tenant Username Password Authentication URL Type your OpenStack Swift (Keystone) bucket. Type your OpenStack Swift (Keystone) tenant. Type your user ID for accessing OpenStack Swift (Keystone). Type your password for accessing OpenStack Swift (Keystone). Type your OpenStack Swift (Keystone) authentication URL. Using a Scality (S3 API) Storage Node The Scality (S3 API) dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 314 CTERA Portal Datacenter Edition Administrator Guide

323 Managing Storage Nodes 18 The Wizard Completed screen appears. 3 Click Finish. Table 75: Scality (S3 API) Fields In this field... Do this... Bucket Name Access Key ID Secret Access Key Endpoint Use HTTPS Type your Scality (S3 API) bucket. Type your Scality (S3 API) access key ID. Type your Scality (S3 API) storage node's secret access key. Type the endpoint name of the Scality (S3 API) service. Select this option to use HTTPS to connect with the storage node. CTERA Portal Datacenter Edition Administrator Guide 315

324 18 Managing Storage Nodes Using a Scality RING Storage Node The Scality RING storage node is a high-performance cluster file system, meaning that it provides concurrent access to a single file system or set of file systems from multiple nodes. These nodes can be all be SAN attached, or a combination of SAN and network attached. This enables high performance access to a common set of data, in order to support a scale-out solution or provide a high availability platform. When using CTERA Portal with Scality RING, CTERA Portal servers have active-active access to the stored data. This means that each CTERA Portal server has equal and independent access to the data stored by all other CTERA Portal servers. If one CTERA Portal server fails, another server immediately and transparently takes its place. In addition, the CTERA Portal database can be stored on the Scality RING file system. Tip When using this type of storage node, it is recommended to set the de-duplication block size to 512KB. The Scality RING dialog box appears. 1 Complete the fields using the information in the following table. 2 Click Next. 316 CTERA Portal Datacenter Edition Administrator Guide

325 Managing Storage Nodes 18 The Wizard Completed screen appears. 3 Click Finish. Table 76: Scality RING Fields In this field... Do this... Storage Path Files per Folder Use fsync Type the path in where files should be stored in the Scality RING file system. Type the maximum number of files to store in a folder. The default value is Select this option to specify that blocks of data should be flushed to disk immediately. Using fsync prevents data loss in the event of a power failure. 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. CTERA Portal Datacenter Edition Administrator Guide 317

326 18 Managing Storage Nodes Table 77: Storage Nodes Fields This field... Displays... Name Type Bucket Operation Mode Dedicated to Status Storage Usage 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 287). 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 The name of a single virtual portal to which the storage node is dedicated, if applicable. 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. 318 CTERA Portal Datacenter Edition Administrator Guide

327 Managing Storage Nodes 18 CTERA Portal Datacenter Edition Administrator Guide 319

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329 Importing and Exporting Folders (Seeding) 19 This chapter explains how to import and export customer's data to and from the CTERA Portal. In This Chapter Importing Folders Over NFS Exporting Folders Importing Folders Over NFS 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 called a seeding hard drive, and then deliver the seeding hard drive to you, the CTERA Portal owner. 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. You then perform backup seeding, that is, you create the customer's initial backup by importing folders directly from the hard drive you received. The CTERA Portal includes a special utility for performing backup seeding over the NFS protocol. The import is performed by attaching the seeding hard drive to a seeding station, which is a CTERA Cloud Attached Storage appliance that is connected to the CTERA Portal's LAN. Tip All CTERA Cloud Attached Storage appliance models are supported. To import folders over NFS 1 Prepare for seeding. CTERA Portal Datacenter Edition Administrator Guide 321

330 19 Importing and Exporting Folders (Seeding) See Preparing for Seeding (on page 322). Tip You only need to perform this step once, in order to prepare the seeding station and the seeding hard drive(s). 2 Perform seeding at the customer premises. See Performing Seeding at the Customer Premises (on page 330). 3 Perform seeding import at the CTERA Portal Datacenter. See Performing Seeding Import at the CTERA Portal Datacenter. Preparing for Seeding You only need to perform this step once, in order to prepare the seeding station and the seeding hard drive(s). To prepare for seeding 1 Connect the seeding station to the CTERA Portal's LAN. 2 Log in to the seeding station's Web interface. 3 Disable autosharing, by doing the following: a In the Configuration tab's navigation pane, click Share > Shares. The Share > Shares page appears. b Click Autosharing. 322 CTERA Portal Datacenter Edition Administrator Guide

331 Importing and Exporting Folders (Seeding) 19 The External Volume Autosharing dialog box opens. c Clear the Automatically share External volumes with these permissions check box. d Click Finish. 4 Take the seeding hard drive and connect it to the seeding station. 5 Format the seeding hard drive, by doing the following: a In the Configuration tab's navigation pane, click Storage > Arrays or Storage > Volumes. The relevant page appears. b Click Storage Setup Wizard. The Easy Storage Setup Wizard opens, displaying the Easy Storage Setup dialog box. c Click Format next to the seeding hard drive. A confirmation message appears. CTERA Portal Datacenter Edition Administrator Guide 323

332 19 Importing and Exporting Folders (Seeding) d Click Yes. The drive is formatted, and all of its contents are erased. e Click Next. The Proposed Actions dialog box appears describing the changes. f Click Next. The Wizard Completed screen appears. g Click Finish. 6 Rename the new volume to "seeding", by doing the following: a In the Configuration tab's navigation pane, click Storage > Volumes. 324 CTERA Portal Datacenter Edition Administrator Guide

333 Importing and Exporting Folders (Seeding) 19 The Storage > Volumes page appears. b Click on the new volume's name. The Logical Volume Wizard opens, displaying the Specify Volume Details dialog box. c Click Next. CTERA Portal Datacenter Edition Administrator Guide 325

334 19 Importing and Exporting Folders (Seeding) The Name this Logical Volume dialog box appears. d In the Volume Name field, type "seeding". e Click Next. The Wizard Completed screen appears. f Click Finish. 7 Create a new NFS-enabled share named "seeding" in the root of the "seeding" volume, by doing the following: a In the Configuration tab's navigation pane, click Share > Shares. 326 CTERA Portal Datacenter Edition Administrator Guide

335 Importing and Exporting Folders (Seeding) 19 The Share > Shares page appears. b Click New Share. The Network Share Wizard opens, displaying the Select a Folder to Share dialog box appears. c Select the "seeding" folder. d Click Next. CTERA Portal Datacenter Edition Administrator Guide 327

336 19 Importing and Exporting Folders (Seeding) The Specify the Network Share Name dialog box appears. e In the Network Share Name field, type "seeding". f Click Next. The Sharing Protocols dialog box appears. g Click Next. 328 CTERA Portal Datacenter Edition Administrator Guide

337 Importing and Exporting Folders (Seeding) 19 The NFS (UNIX File Sharing) dialog box appears. h Select the Enable NFS access check box. i Add the CTERA Portal server's IP addresses as NFS clients, by doing the following: 1 Click New. A row appears in the table. 2 Click in the Host column and type the IP address. 3 Click in the Netmask column and edit the netmask. 4 Click in the Permission column and select the permitted level of access to the network share via NFS. j Click Next. CTERA Portal Datacenter Edition Administrator Guide 329

338 19 Importing and Exporting Folders (Seeding) The Configure Permissions dialog box appears. k Click Next. The Wizard Completed screen appears. l Click Finish. The network share is added. 8 Ship the seeding hard drive to the customer premises. Performing Seeding at the Customer Premises To perform seeding at the customer premises 1 Connect the seeding hard drive to the source appliance. 2 Select the files and folders you want to include in the initial backup. Refer to the appliance User Guide, "Selecting Files and Folders for Cloud Backup". These files and folders will be written to the seeding drive. 330 CTERA Portal Datacenter Edition Administrator Guide

339 Importing and Exporting Folders (Seeding) 19 3 Log in to the appliance's Web interface. 4 In the Configuration tab's navigation pane, click Cloud Backup > Control Panel. The Control Panel page appears. 5 Click Seeding. The Select seeding destination dialog box appears. 6 Choose the "seeding" volume. 7 To encrypt the seeding drive, select the Use encryption check box. 8 Click Finish. CTERA Portal Datacenter Edition Administrator Guide 331

340 19 Importing and Exporting Folders (Seeding) A confirmation message appears. 9 Click Yes. The selected files and folders are written to the seeding drive. Importing the Seeding Drive You can import a portable seeding hard drive by mounting it on a local NFS server and running the Seeding wizard. To import a seeding hard drive 1 Mount your portable seeding hard drive on a locally accessible NFS server. 2 In the navigation pane, click Folders > Seeding. The Folders > Seeding page appears, displaying all home folders. 3 Click Import. The Seeding wizard appears. 4 In the NFS Server field, enter the NFS Server's IP address or DNS name. 5 In the NFS Path field, enter the path to your seeding drive on the NFS server. 332 CTERA Portal Datacenter Edition Administrator Guide

341 Importing and Exporting Folders (Seeding) 19 6 Click Next. The Confirmation screen appears. 7 Click Next. Files are imported from the seeding hard drive, and the Importing Files 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. 8 Click Close. CTERA Portal Datacenter Edition Administrator Guide 333

342 19 Importing and Exporting Folders (Seeding) 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 admin admin username Where username is your CTERA Portal global administrator 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 /portals/portal-name/backups/folder-name Where: portal-name is the name of the virtual portal on which the desired backup folder is located. folder-name is the name of the backup folder for which you want to view a list of snapshots. A list of folder snapshots appears, for example: AM AM PM PM b Take note of the ID of the snapshot you want to export. The snapshot ID is the long number at the beginning of each row. 6 Enter the following command: export-folder /portals/portal-name/backups/folder-type path destination-path [snapshot-id] 334 CTERA Portal Datacenter Edition Administrator Guide

343 Importing and Exporting Folders (Seeding) 19 Where: portal-name is the name of the virtual portal on which the desired backup folder is located. folder-type is the folder's type: either "backups" or "homefolders". path is the path within the cloud folder to export. All files and subfolders located under this path will be exported. Use a slash "/" to export the entire cloud folder. 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 Administrator Guide 335

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345 20 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 Logging 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 Administrator Guide 337

346 20 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. 338 CTERA Portal Datacenter Edition Administrator Guide

347 Monitoring the CTERA Portal 20 Table 78: 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 GB, 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 GB, over the past month. The amount of cloud storage space used by portal users in GB, over the past month. Users New (last 30 days) New today Total The number of new users added to the system, over the last 30 days. The number of new users added to the system today. The total number of users in the system, over the past month. 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 Backup Licenses Limit Provisioned In Use The total number of CTERA Workstation Backup 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 Backup licenses provisioned to portal users, over the past month. The number of CTERA Workstation Backup licenses used by portal users, over the past month. Cloud Drive Licenses Limit The total number of CTERA Cloud Drive licenses available for this virtual portal, over the past month. This field does not appear in the Global Administration View. CTERA Portal Datacenter Edition Administrator Guide 339

348 20 Monitoring the CTERA Portal Provisioned In Use The number of CTERA Cloud Drive licenses provisioned to portal users, over the past month. The number of CTERA Cloud Drive licenses used by portal users, over the past month. Appliance Licenses Limit Provisioned In Use The total number of CTERA Appliance licenses available for this virtual portal, over the past month. This field does not appear in the Global Administration View. The number of CTERA Appliance licenses provisioned to portal users, over the past month. The number of CTERA Appliance licenses used by portal users, over the past month. Devices by Type 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. 340 CTERA Portal Datacenter Edition Administrator Guide

349 Monitoring the CTERA Portal 20 Viewing Reports The CTERA Portal provides the following reports: Table 79: CTERA Portal Reports This report... Is available for... Folders Folder Groups Devices Plans Plans by Portal Global Plans Add-ons Add-ons by Portal Global Addons Reseller portals, team portals Reseller portals, team portals Reseller portals, team portals, the CTERA Portal system Reseller portals, team portals The CTERA Portal system The CTERA Portal system Reseller portals The CTERA Portal system The CTERA Portal system Storage Portals 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. CTERA Portal Datacenter Edition Administrator Guide 341

350 20 Monitoring the CTERA Portal 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. 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. 342 CTERA Portal Datacenter Edition Administrator Guide

351 Monitoring the CTERA Portal 20 Table 80: Folders Report Fields This field... Displays... Name Folder Type Owner Deleted Storage Quota Usage All Snapshots Size Files in Upload Size Current Snapshot Files All Snapshots Files Files in Upload Bad Files Snapshots Number The folder's name. The type of folder (Home Folder/Backup Folder) 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). 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. CTERA Portal Datacenter Edition Administrator Guide 343

352 20 Monitoring the CTERA Portal 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. 344 CTERA Portal Datacenter Edition Administrator Guide

353 Monitoring the CTERA Portal 20 Table 81: 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 Administrator Guide 345

354 20 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. 346 CTERA Portal Datacenter Edition Administrator Guide

355 Monitoring the CTERA Portal 20 Table 82: Devices Report Fields This field... Displays... Device Type Amount Connected Not Connected Total Local Storage Free Local Storage The device type. The number of devices of this type. 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, Global Plans, or Plans by Portal 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. CTERA Portal Datacenter Edition Administrator Guide 347

356 20 Monitoring the CTERA Portal A new report is generated. For information on the fields displayed, see the following table. 348 CTERA Portal Datacenter Edition Administrator Guide

357 Monitoring the CTERA Portal 20 Table 83: Plans Report Fields This field... Displays... Portal Name Subscriptions Expired Total Storage Space Server Agent Licenses Workstation Backup Licenses Appliance Licenses Cloud Drive Licenses CloudPlug C200 C400 C800 The name of the portal. This field is relevant to the Plans by Portal report only. The plan's name. The number of subscriptions to the plan. The number of expired subscriptions to the plan. 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 agent licenses, this field will display 50. The total number of workstation backup licenses included in all instances of this plan. For example, if 10 users are subscribed to a plan with 10 workstation backups, this field will display 100. The total number of appliance licenses included in all instances of this plan. For example, if 10 users are subscribed to a plan with 10 appliance licenses, this field will display 100. The total number of Cloud Drive licenses included in all instances of this plan. For example, if 10 users are subscribed to a plan with 10 Cloud Drive licenses, this field will display 100. The number of CloudPlug appliances owned by users who are subscribed to the plan. The number of C200 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. CTERA Portal Datacenter Edition Administrator Guide 349

358 20 Monitoring the CTERA Portal Cloud Server Agent Cloud Workstation Backup 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, Global Add-ons, or Add-ons by Portal 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. 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. 350 CTERA Portal Datacenter Edition Administrator Guide

359 Monitoring the CTERA Portal 20 Table 84: Add-Ons Report Fields This field... Displays... Portal Name Amount in use Storage Quota Total Storage Space Server Agent Licenses Workstation Backup Licenses Appliance Licenses Cloud Drive Licenses The name of the portal. This field is relevant to the Add-ons by Portal report only. 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. The total number of server agent licenses included in all instances of this add-on. The total number of workstation backup licenses included in all instances of this add-on. The total number of appliance licenses included in all instances of this add-on. The total number of Cloud Drive licenses included in all instances of this add-on. CTERA Portal Datacenter Edition Administrator Guide 351

360 20 Monitoring the CTERA Portal 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. 352 CTERA Portal Datacenter Edition Administrator Guide

361 Monitoring the CTERA Portal 20 Table 85: 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. CTERA Portal Datacenter Edition Administrator Guide 353

362 20 Monitoring the CTERA Portal 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. 354 CTERA Portal Datacenter Edition Administrator Guide

363 Monitoring the CTERA Portal 20 Table 86: Portals Report Fields This field... Displays... Name Deleted Storage Quota Storage Quota Allocated Storage Quota Usage All Snapshots Size Physical Storage Files in Upload Size Current Snapshot Files All Snapshots Files Files in Upload Bad Files Snapshots Number Server Agents (quota) Server Agents (allocated) Server Agents (used) Workstation Backups (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. 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. The amount of storage space used in this virtual portal. 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 backups allocated to this virtual portal by the global administrator. If the quota is unlimited, this field will be empty. CTERA Portal Datacenter Edition Administrator Guide 355

364 20 Monitoring the CTERA Portal Workstation Backups (allocated) Workstation Backups (used) Appliances (used) Cloud Drives (quota) Cloud Drives (allocated) Cloud Drives (used) Connected Devices Total Users For a reseller portal, this field displays the sum of all workstation backup quotas allocated to users in the portal. For a team portal, this field displays the sum of all workstation backup quotas currently being used by users in the portal. The number of workstation backup licenses used in this virtual portal. The total number of appliances defined in the virtual portal. The quota of cloud drives 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 cloud drive quotas allocated to users in the portal. For a team portal, this field displays the sum of all cloud drive quotas currently being used by users in the portal. The number of cloud drive licenses used in this virtual portal. The number of devices that are currently connected to the virtual portal. The total number of users defined in the virtual portal. Exporting Reports to Excel You can export 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 341). 2 Click Export to Excel. The report is exported to a CSV file. Configuring Logging You can configure CTERA Portal Event Log settings, as well as Syslog settings. 356 CTERA Portal Datacenter Edition Administrator Guide

365 Monitoring the CTERA Portal 20 Configuring Event Log Settings Global administrators can configure Event Log settings for all virtual portals. This task can be performed in the Global Administration View only. To configure Event 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. 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 In the Cloud Drive Logging field, select one of the following: None. Disables logging of reads and writes to the cloud drive. Reads and Writes. Enables logging of reads and writes to the cloud drive, for auditing purposes. Writes Only. Enables logging of only writes to the cloud drive. CTERA Portal Datacenter Edition Administrator Guide 357

366 20 Monitoring the CTERA Portal 5 Click Save. Configuring Syslog Logging If desired, you can configure the CTERA Portal to send logs to a Syslog server located on your network or on the Internet. This task must be performed in the Global Administration View. Tip You can obtain free Syslog servers online, such as Kiwi Syslog Daemon ( To configure Syslog logging 1 In the navigation pane, click Logs & Alerts > Syslog. The Logs & Alerts > Syslog page appears. 2 Complete the fields using the information in the following table. 3 Click Save. 358 CTERA Portal Datacenter Edition Administrator Guide

367 Monitoring the CTERA Portal 20 Table 87: Syslog Fields In this field... Do this... Use Syslog Minimum Event Severity Server Address Syslog Port Select this option to enable Syslog logging. You must complete the rest of the fields. Select the minimum log level to send to the Syslog server. For example, if you select Critical, then only Alert, Critical, and Emergency logs will be sent to the Syslog server. The default value is Info. Type the Syslog server IP address. Type the Syslog server's port number. The default value is 514. Viewing Logs The CTERA Portal Log Viewer includes the following log categories: Table 88: Log Categories This log category... Displays... And is available for... System Local Backup Cloud Backup Cloud Sync 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 cloud drive synchronization 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 Reseller portals, team portals, the CTERA Portal system Reseller portals, team portals, the CTERA Portal system 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. CTERA Portal Datacenter Edition Administrator Guide 359

368 20 Monitoring the CTERA Portal Viewing System Logs To view System logs In the navigation pane, click Logs & Alerts > Event Log. The Logs & Alerts > Event Log 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: 360 CTERA Portal Datacenter Edition Administrator Guide

369 Monitoring the CTERA Portal 20 Table 89: System Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 361). Origin Type Origin Date Portal User Device User 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 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 119). The user who triggered the event on the device. This field is relevant only for events where the origin is a device. A description of the event. Additional information about the event. Table 90: 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 > Event Log. The Logs & Alerts > Event Log page appears displaying the System logs. 2 In the Select Topic drop-down list, select Local Backup. CTERA Portal Datacenter Edition Administrator Guide 361

370 20 Monitoring the CTERA Portal The Local Backup logs appear. For information on the displayed fields, see the following tables. 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. 362 CTERA Portal Datacenter Edition Administrator Guide

371 Monitoring the CTERA Portal 20 Table 91: Local Backup Log Upper Pane Fields This field... Displays... Type Origin Type Origin Start Time Name Mode Type Level Duration Result Files Size Transferred Files Transferred Size More Info 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. 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 92: 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 Administrator Guide 363

372 20 Monitoring the CTERA Portal Viewing Cloud Backup Logs To view Cloud Backup logs 1 In the navigation pane, click Logs & Alerts > Event Log. The Logs & Alerts > Event Log 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. 364 CTERA Portal Datacenter Edition Administrator Guide

373 Monitoring the CTERA Portal 20 Table 93: Cloud Backup Log Upper Pane Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 361). Origin Type Origin Start Time Mode Type Duration Result Files Size Transferred Files Transferred Size Changed Files Changed Size 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 backup operation started. The operation mode, Backup or Restore. 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 94: Cloud Backup Log Lower Pane Fields This field... Displays... Type An icon indicating whether backup was successful ( ) or not ( ). Operation File Name Path Duration Size Transferred Size Dedup Ratio The operation performed (create, delete, modify, or rename). 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 de-duplication ratio for the file. CTERA Portal Datacenter Edition Administrator Guide 365

374 20 Monitoring the CTERA Portal Result More Info The result of the backup operation. Additional information about the event. Viewing Cloud Sync Logs To view Cloud Sync logs 1 In the navigation pane, click Logs & Alerts > Event Log. The Logs & Alerts > Event Log page appears displaying the System logs. 2 In the Select Topic drop-down list, select Cloud Sync. The Cloud Sync logs appear. For information on the displayed fields, see the following table. 366 CTERA Portal Datacenter Edition Administrator Guide

375 Monitoring the CTERA Portal 20 Table 95: Cloud Sync Log Fields This field... Displays... Type Origin Type Origin Operation Direction File Name Path Start Time Duration Size Transferred Size Dedup Ratio Result More Info 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. The synchronization operation performed: New. A new file or directory was created. Updated. A file or directory was updated. The synchronization operation's direction: In. From the cloud drive to the local drive. Out. From the local drive to the cloud drive. The name of the file transferred during the synchronization operation. The path to the file transferred during the synchronization operation. The date and time at which the synchronization operation started. The amount of time the synchronization operation took. The size of the synchronized file. The actual amount of data transferred. The de-duplication ratio for the file transferred during the synchronization operation. The result of the synchronization operation. Additional information about the event. Viewing Access Logs To view Access logs 1 In the navigation pane, click Logs & Alerts > Event Log. The Logs & Alerts > Event Log page appears displaying the System logs. 2 In the Select Topic drop-down list, select Access. CTERA Portal Datacenter Edition Administrator Guide 367

376 20 Monitoring the CTERA Portal The Access logs appear. The following information is displayed: 368 CTERA Portal Datacenter Edition Administrator Guide

377 Monitoring the CTERA Portal 20 Table 96: Access Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 361). Action The action type (login, logout, rename...) Origin Type Origin Date Portal User Device User Protocol Details Client IP Target 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 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 119). The user who triggered the event on the device. This field is relevant only for events where the origin is a device. 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 IP address from which the user triggered the event. The entity on which the action was performed. Additional information about the event. Viewing Audit Logs To view Audit logs 1 In the navigation pane, click Logs & Alerts > Event Log. The Logs & Alerts > Event Log page appears displaying the System logs. 2 In the Select Topic drop-down list, select Audit. CTERA Portal Datacenter Edition Administrator Guide 369

378 20 Monitoring the CTERA Portal The Audit logs appear. The following information is displayed: Table 97: Audit Log Fields This field... Displays... Action The action type. See Action Types (page 371). Origin Type Origin Date Portal User Device User Type Target 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 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 119). 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". Additional information about the event. 370 CTERA Portal Datacenter Edition Administrator Guide

379 Monitoring the CTERA Portal 20 Table 98: 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 Agent Logs To view Agents logs 1 In the navigation pane, click Logs & Alerts > Event Log. The Logs & Alerts > Event Log page appears displaying the System logs. 2 In the Select Topic drop-down list, select Agents. The Agents logs appear. The following information is displayed: CTERA Portal Datacenter Edition Administrator Guide 371

380 20 Monitoring the CTERA Portal Table 99: CTERA Agents Log Fields This field... Displays... Type An icon indicating the log level. See Log Levels (page 361). 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 Source Details More Info 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. 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: a Mouse-over the Date column's heading, then click on the arrow that appears. A drop-down list appears. 372 CTERA Portal Datacenter Edition Administrator Guide

381 Monitoring the CTERA Portal 20 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. A field appears. CTERA Portal Datacenter Edition Administrator Guide 373

382 20 Monitoring the CTERA Portal 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. 374 CTERA Portal Datacenter Edition Administrator Guide

383 Monitoring the CTERA Portal 20 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 (see "Overriding the Global Virtual Portal Settings" on page 67). CTERA Portal Datacenter Edition Administrator Guide 375

384 20 Monitoring the CTERA Portal Configuring Notifications To configure CTERA Portal notifications 1 In the navigation pane, click Settings > Notifications. The Settings > Notifications page appears. 2 Complete the fields using the information in the following table. 3 Click Save. 376 CTERA Portal Datacenter Edition Administrator Guide

385 Monitoring the CTERA Portal 20 Table 100: CTERA Portal Notification Fields In this fields... Do this... User is over storage quota User is over agents quota Quota is Add-on is about to expire in Trial is about to expire in Device not connected Password Recovery New User Notification 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 relevant 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% Select this option to send a notification to end users when an add-on 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 relevant 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 relevant 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. CTERA Portal Datacenter Edition Administrator Guide 377

386 20 Monitoring the CTERA Portal Registration Confirmation Change Confirmation Send monthly report on day 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 relevant 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 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 Then use the arrows to specify the date on which reports should be sent each month. The default value is CTERA Portal Datacenter Edition Administrator Guide

387 Monitoring the CTERA Portal 20 Customizing Notification Templates By default, each virtual portal inherits its notification templates from the global settings. If desired, you can customize the notifications listed in Configuring Notifications (on page 376), as well as the following notifications: Table 101: CTERA Portal Notification Templates Notification Description Vouchers issued Registration Confirmation 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, but before 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 Device activated 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. A notification sent to end users when their device has been activated. 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. To customize non-configurable notifications, or both configurable notifications and non-configurable notifications: 1 In the navigation pane, click Settings > Templates. CTERA Portal Datacenter Edition Administrator Guide 379

388 20 Monitoring the CTERA Portal 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. 3 In the Subject field, type the text that should appear in the notification 's Subject line. 380 CTERA Portal Datacenter Edition Administrator Guide

389 Monitoring the CTERA Portal 20 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 File tab. The PDF File 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. Reverting to Notification Default Settings If you customized an template, you can revert the template to its default settings. To revert to an notification's default settings 1 Do one of the following: To revert configurable notifications only: 1 In the navigation pane, click Settings > Notifications. The Settings > Notifications page appears. 2 Next to the desired notification, click Customize. To revert non-configurable notifications, or both configurable notifications and non-configurable notifications: CTERA Portal Datacenter Edition Administrator Guide 381

390 20 Monitoring the CTERA Portal 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 desired template. 2 Clear the Customize Notification Template check box. 3 Click Save. Using Alerts You can configure the CTERA Portal to automatically send alerts to end users and administrators upon certain CTERA Portal log messages. Tip In order to use notifications, the Sender Name must be configured in the Settings > General page. See Overriding Global Portal Settings (see "Overriding the Global Virtual Portal Settings" on page 67). Adding and Editing Alerts To add or edit an alert 1 In the navigation pane, click Logs & Alerts > Alerts. The Logs & Alerts > Alerts page appears. 2 Do one of the following: To add a new alert, click New. To edit an existing alert, select the alert's row and click Edit. 382 CTERA Portal Datacenter Edition Administrator Guide

391 Monitoring the CTERA Portal 20 The Alert Rule Wizard opens displaying the Event Filter dialog box. 3 Complete the fields using the information in the following table. 4 Click Next. The Alert Name dialog box appears. 5 In the Alert Name field, type a name for the alert. 6 In the Description field, type a description of the alert. 7 Click Finish. CTERA Portal Datacenter Edition Administrator Guide 383

392 20 Monitoring the CTERA Portal Table 102: Alert Rule Event Filter Fields In this field... Do this... Log Topic Log Name Origin Type Minimum Severity Message Contains Select the category of logs that should trigger the alert. For an explanation of the log categories, see Viewing Logs. Alternatively, select Any to specify that any log category can trigger the alert. Select the name of the log that should trigger the alert. Alternatively, select Any to specify that any log can trigger the alert. Select the entity from which a log must originate in order to trigger the alert. Alternatively, select Any to specify that any log can originate from any entity in order to trigger the alert. Select the minimum severity a log must have in order to trigger the alert. For an explanation of the log severities, see Log Levels (page 361). Type the text that the log message must contain in order to trigger the alert. Viewing Alerts To view all alerts In the navigation pane, click Logs & Alerts > Alerts. The Logs & Alerts > Alerts page appears, displaying all alerts. The table includes the following columns. Table 103: Alert Fields This field... Displays... Name Description The alert's name. To edit the alert, click the alert's name. For further details, see Adding and Editing Alerts (on page 382). A description of the alert. 384 CTERA Portal Datacenter Edition Administrator Guide

393 Monitoring the CTERA Portal 20 Deleting Alerts To delete an alert 1 In the navigation pane, click Logs & Alerts > Alerts. The Logs & Alerts > Alerts page appears, displaying all alerts. 2 Select the desired alert's row. 3 Click Delete. A confirmation message appears. 4 Click Yes. The alert is deleted. CTERA Portal Datacenter Edition Administrator Guide 385

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395 21 Recovering CTERA Appliances after Hard Drive Failures This chapter is intended for CTERA Portal administrators. It describes how to replace CTERA appliances and/or their disks, when a customer reports the following situations: The appliance's hard disks are not working. See Recovering from Hard Drive Failures (on page 388). The appliance is not functioning properly. See Recovering from Appliance Failures (on page 392). The appliance is a total loss. See Recovering from Total Loss (see "Recovering from Total Loss of an Appliance" on page 398). In This Chapter Recovering from Hard Drive Failures Recovering from Appliance Failures Recovering from Total Loss of an Appliance CTERA Portal Datacenter Edition Administrator Guide 387

396 22 Recovering from Hard Drive Failures This chapter explains how to recover from a hard drive failure, while the appliance is functioning properly. Overview The procedure involves verifying the array's status. Then, if the array is degraded, it is necessary to replace the failed hard drives. If the array has failed, it is necessary to replace the failed hard drives, add the new hard drives to the array, recreate the lost volumes, and restore their contents from cloud backup. To recover from a hard drive failure 1 Log in to the appliance's Web interface. For instructions, refer to the appliance's user guide. 2 In the Main > Dashboard page, view information on the RAID array and the physical disk's status. 3 If the RAID array's status is "Degraded", and the status of a few disks is "Failed", replace those disks. The array will rebuild itself. CTERA Portal Datacenter Edition Administrator Guide 388

397 Recovering CTERA Appliances after Hard Drive Failures 22 4 If RAID array's status is "Failed", the data on it was lost. To recover the data, do the following: a Remove the disks marked as "Failed" from the appliance. b Insert new disks. Tip If the disks are not new, you can delete all data by formatting them. To do so, click on the disk once it appears in the Main > Dashboard page, and then click Format. c Edit the failed RAID array, by doing the following: 1 In the Storage > Arrays page, click on the name of the failed array. 2 Add the new drives to the failed array. 3 Complete the Array Editor Wizard. CTERA Portal Datacenter Edition Administrator Guide 389

398 22 Recovering CTERA Appliances after Hard Drive Failures d In the Share > Shares page, for each share with the status "Offline", write down the volume name (listed in the Volume column). e Create volumes with the same names as those you wrote down in the previous step, by doing the following for each such volume: 1 In the Storage > Volumes page, click New. 2 In the Logical Volume Wizard, select the new array you created in the Storage Device field. 3 Complete the Logical Volume Wizard. f Restore data from cloud backup, by doing the following: 1 In the Cloud Backup > Control Panel page, click Restore. 2 In the tree pane, select all of the shares that were lost. 390 CTERA Portal Datacenter Edition Administrator Guide

399 Recovering CTERA Appliances after Hard Drive Failures 22 3 Complete the Restore Files Wizard. CTERA Portal Datacenter Edition Administrator Guide 391

400 23 Recovering from Appliance Failures This chapter explains how to replace an appliance, when there has been a hardware failure but the hard drives are undamaged, by replacing the appliance with a new one of the same model while keeping the old hard drives. Overview The procedure involves installing the new appliance, moving the old hard drives into the new appliance, connecting the new appliance to cloud services, recovering the device configuration from cloud backup, and moving the cloud backup folder from the old appliance to the new one. Tip In C800, the power supplies are user swappable. Before performing this procedure, try swapping the power supplies. To recover from an appliance failure 1 Remove the old appliance's disks. 2 Plug in the new appliance. 3 Insert the disks that were removed from the faulty appliance into the new appliance. The new appliance will automatically recognize the volumes on the disks. 4 In the CTERA Portal, download the old appliance's configuration file, by doing the following: CTERA Portal Datacenter Edition Administrator Guide 392

401 Recovering CTERA Appliances after Hard Drive Failures 23 a In the Folders > Backup Folders page, click on the folder associated with the old appliance. b In the Folder Manager, click View files to open the File Manager. c Navigate to the appliance's configuration file, db.xml, which is located in the path /Device Configuration. d Select the configuration file, click Actions, and then click Download. 5 In the new appliance's Web interface, import the downloaded appliance configuration file, by doing the following: CTERA Portal Datacenter Edition Administrator Guide 393

402 23 Recovering CTERA Appliances after Hard Drive Failures a In the System > Configuration Tools page, click Import. b Select the downloaded db.xml file and complete the Configuration Import Wizard. 6 In the new appliance's Web interface, connect to the CTERA Portal, by doing the following: 394 CTERA Portal Datacenter Edition Administrator Guide

403 Recovering CTERA Appliances after Hard Drive Failures 23 a In the Cloud Services > Status page, click Connect to Services. b Complete the Connect to Services Wizard. 7 In the CTERA Portal, assign the old device's backup folder to the new appliance, and then delete the old appliance, by doing the following: a In the Main > Devices page, click on the new device's name. CTERA Portal Datacenter Edition Administrator Guide 395

404 23 Recovering CTERA Appliances after Hard Drive Failures b In the Device Manager's Settings tab, select the old device's backup folder in the Backup Folder drop-down list. c When done, save your changes. In the Main > Devices page, the new device is listed as using the old device's backup folder. d (Optional) If you want to delete the old device, do the following: 1 Select the old device's row, then click Delete Device. 2 Click Delete device only. 8 If the backup folder is passphrase-protected, the Cloud Backup > Control Panel page will indicate that you need to run the backup wizard again. In this case, do the following: 396 CTERA Portal Datacenter Edition Administrator Guide

405 Recovering CTERA Appliances after Hard Drive Failures 23 a Click Run the Backup Setup Wizard. b In the Backup Wizard, enter the passphrase. c Complete the Backup Wizard. CTERA Portal Datacenter Edition Administrator Guide 397

406 24 Recovering from Total Loss of an Appliance This chapter explains how to replace an appliance, which together with its hard drives is a total loss, due to a disaster such as theft, fire, or flood. Overview The procedure involves installing the new appliances, recreating the lost RAID arrays and volumes, moving the cloud backup folder from the old appliance to the new one, and recovering the device configuration and data from cloud backup. To recover from total loss 1 In the CTERA Portal, download the old appliance's configuration file, by doing the following: a In the Folders > Backup Folders page, click on the folder associated with the old appliance. CTERA Portal Datacenter Edition Administrator Guide 398