inSync Administrator's Guide Enterprise 5.1

1. Druva inSync 5.1
Administrator’s Guide
Enterprise Edition

2. Druva inSync 5.1 – Administrator’s Guide
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3. Druva inSync 5.1 – Administrator’s Guide
Intended Audience
This document is meant for backup administrators and system administrators. This document assumes that they
have the following skills depending on the target platform:
Windows® Administration
Linux Administration
Windows user
Mac OS X user
Linux user
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errors contained herein or for incidental or consequential damages in connection with the furnishing,
performance, or use of this manual.
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4. Table of Contents
Druva inSync 5.1 – Administrator’s Guide
Chapter 1 Introduction................................................................................... 11
1.1 Druva inSync Features................................................................................................ 12
1.2 New Features ............................................................................................................. 13
Chapter 2 Installing the Druva inSync Server .................................................. 14
2.1 Installation Prerequisites ........................................................................................... 14
2.2 Installation on Microsoft Windows Server ................................................................ 14
2.2.1 Configuring the Installation on Microsoft Windows Server.................................... 15
2.3 Installation on Linux ................................................................................................... 17
2.3.1 Debian based Installation........................................................................................ 17
2.3.2 RPM based Installation ........................................................................................... 17
2.3.3 Installing on 64-bit System ...................................................................................... 18
2.3.4 Configuring the Installation on Linux ...................................................................... 18
2.4 Upgrading the Existing Installation ............................................................................ 20
2.4.1 Upgrading the inSync Enterprise Server to v5.1 ..................................................... 20
2.4.2 Upgrading the RPM based Installation to v5.1 ....................................................... 20
2.4.3 Upgrading the Debian based Installation to v5.1 ................................................... 20
Chapter 3 Configuring the Druva inSync Server .............................................. 21
3.1 Express Configuration Wizard .................................................................................... 21
3.1.1 Express Configuration Wizard – Welcome .............................................................. 21
3.1.2 Express Configuration Wizard – Setup Server......................................................... 22
3.1.3 Express Configuration Wizard – Configure Email.................................................... 23
3.1.4 Express Configuration Wizard – Create Storage ..................................................... 24
3.1.5 Express Configuration Wizard – Update Profile...................................................... 25
3.1.6 Express Configuration Wizard - User ...................................................................... 26
3.1.7 Express Configuration Wizard - Finish .................................................................... 27
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3.2 Advanced Configuration Wizard ................................................................................ 27
3.2.1 Advanced Configuration Wizard – Welcome .......................................................... 28
3.2.2 Advanced Configuration Wizard – Network and Email Configuration.................... 28
3.2.3 Advanced Configuration Wizard – Create Storage ................................................. 30
3.2.4 Advanced Configuration Wizard – Update Profile .................................................. 32
3.2.5 Advanced Configuration Wizard – Plan Resources ................................................. 35
3.2.6 Advanced Configuration Wizard – Create User ...................................................... 36
3.2.7 Advanced Configuration Wizard - Finish ................................................................. 37
Chapter 4 Druva inSync Dashboard ................................................................ 38
4.1 Summary .................................................................................................................... 39
4.2 Live Activities.............................................................................................................. 39
4.3 Backup Statistics ........................................................................................................ 39
4.4 Server Usage .............................................................................................................. 40
4.5 Share Summary .......................................................................................................... 40
4.6 DLP Summary ............................................................................................................. 40
Chapter 5 Backup Overview ........................................................................... 42
5.1 Backup Now ............................................................................................................... 42
5.2 User Summary ............................................................................................................ 43
Chapter 6 Restore Overview .......................................................................... 44
6.1 Restoring Users Data.................................................................................................. 44
6.1.1 Restore to Device .................................................................................................... 45
6.1.2 Restore to Server .................................................................................................... 46
6.1.3 Manage Snapshots .................................................................................................. 47
Chapter 7 DLP Overview ................................................................................ 48
7.1 Decommission Device ................................................................................................ 48
7.1.1 Mark On-hold .......................................................................................................... 49
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6. Druva inSync 5.1 – Administrator’s Guide
7.1.2 Mark Normal ........................................................................................................... 49
7.2 Locating a Device ....................................................................................................... 49
7.3 Auto Deleting a Device ............................................................................................... 50
Chapter 8 Share Overview ............................................................................. 52
8.1 Share Summary .......................................................................................................... 52
8.2 Sharing Activity .......................................................................................................... 52
8.3 User Summary ............................................................................................................ 53
Chapter 9 Data Analytics ................................................................................ 54
Chapter 10 Managing the inSync Server ....................................................... 57
10.1 Manage Profiles ......................................................................................................... 57
10.1.1 Create New Profile .................................................................................................. 58
10.1.2 Copy Profile ............................................................................................................. 72
10.1.3 Delete Profile .......................................................................................................... 73
10.1.4 Profile Details .......................................................................................................... 73
10.2 Manage Users ............................................................................................................ 74
10.2.1 Create New User ..................................................................................................... 75
10.2.2 Import Users............................................................................................................ 77
10.2.3 Delete User.............................................................................................................. 89
10.2.4 Disable User ............................................................................................................ 89
10.2.5 Reset Password ....................................................................................................... 89
10.2.6 Change Profile ......................................................................................................... 89
10.2.7 User Details ............................................................................................................. 90
10.3 Manage Devices ......................................................................................................... 90
10.3.1 Add Device .............................................................................................................. 91
10.3.2 Delete Device .......................................................................................................... 91
10.3.3 Disable Device ......................................................................................................... 91
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7. Druva inSync 5.1 – Administrator’s Guide
10.3.4 Upgrade Device ....................................................................................................... 92
10.3.5 Backup Now ............................................................................................................ 92
10.3.6 Device Details .......................................................................................................... 93
10.4 Mange Storages ......................................................................................................... 93
10.4.1 Create New Storage ................................................................................................ 94
10.4.2 Storage Details ........................................................................................................ 98
10.4.3 Compact Now .......................................................................................................... 99
10.4.4 Storage Recovery .................................................................................................. 100
10.5 Server Activities........................................................................................................ 100
10.6 Alerts ........................................................................................................................ 101
10.6.1 Alerts and Actions ................................................................................................. 102
10.7 Reports ..................................................................................................................... 103
10.7.1 Download Reports................................................................................................. 104
10.7.2 Schedule Reports .................................................................................................. 104
10.7.3 View Reports ......................................................................................................... 105
10.8 Diagnostics ............................................................................................................... 106
10.8.1 Server Diagnostics ................................................................................................. 106
10.9 Administrators ......................................................................................................... 107
10.9.1 Create Administrator ............................................................................................ 108
10.9.2 Managing a Server Administrator ......................................................................... 109
10.9.3 Managing a Profile Administrator ......................................................................... 109
10.9.4 Using the Profile Administrator’s Login ................................................................ 111
10.10 Settings ................................................................................................................ 115
10.10.1 Email Settings ................................................................................................... 115
10.10.2 Network ........................................................................................................... 117
10.10.3 AD Accounts ..................................................................................................... 121
10.10.4 Mobile Credentials ........................................................................................... 123
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8. Druva inSync 5.1 – Administrator’s Guide
10.10.5 inSync License .................................................................................................. 125
10.10.6 inSync Service Credentials ............................................................................... 126
10.11 Setup inSync Now ................................................................................................ 127
Chapter 11 Configuring a Bare Metal Restore............................................. 128
11.1 Bare-Metal Restore .................................................................................................. 129
Chapter 12 Administering the Druva inSync Server .................................... 134
12.1 Location of Important Files ...................................................................................... 134
12.1.1 Log Files ................................................................................................................. 134
12.1.2 Configuration File .................................................................................................. 134
12.1.3 Druva inSync Service ............................................................................................. 135
12.2 My Account .............................................................................................................. 135
12.3 Help .......................................................................................................................... 137
Chapter 13 Uninstalling the Druva inSync Server........................................ 138
13.1 Microsoft Windows Server ...................................................................................... 138
13.2 Linux ......................................................................................................................... 138
Chapter 14 Installing the Druva inSync Client ............................................. 140
14.1 Installation Prerequisites ......................................................................................... 140
14.2 Installation on Microsoft Windows 7/ Vista/ XP...................................................... 140
14.3 Installation on Linux ................................................................................................. 142
14.3.1 Debian Based Installation...................................................................................... 142
14.3.2 RPM Based Installation ......................................................................................... 142
14.3.3 Installing on 64-bit System .................................................................................... 142
14.4 Installation on Apple Mac OS ................................................................................... 143
Chapter 15 Using the Druva inSync Client................................................... 147
15.1 Activate Druva inSync .............................................................................................. 147
15.2 Backup Now ............................................................................................................. 149
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9. Druva inSync 5.1 – Administrator’s Guide
15.3 Restoring Backed up Files ........................................................................................ 149
15.3.1 Searching files in Snapshots .................................................................................. 151
15.4 Configuring a Druva inSync Client ............................................................................ 151
15.4.1 Configuring Folders ............................................................................................... 152
15.4.2 Web Restore.......................................................................................................... 157
15.4.3 Backup Settings ..................................................................................................... 159
15.5 More Details ............................................................................................................. 161
15.6 Other inSync client Options ..................................................................................... 162
15.7 Client Notifications................................................................................................... 163
Chapter 16 Using inSync Share ................................................................... 166
16.1 About inSync Share Folder ....................................................................................... 166
16.2 Adding Files to inSync Share .................................................................................... 167
16.3 Working with File Versions ...................................................................................... 167
16.4 Deleting Files and Folders ........................................................................................ 168
16.5 Sharing Folders with Collaborators .......................................................................... 168
16.6 Sharing Files and Folders with External Users ......................................................... 171
16.7 Sharing Data from Web Restore GUI ....................................................................... 172
16.7.1 Sharing a Folder with other Users......................................................................... 173
16.7.2 Viewing Shared Content ....................................................................................... 174
16.7.3 Viewing Links ......................................................................................................... 175
16.7.4 Managing Activities ............................................................................................... 175
Chapter 17 Installing and Managing the inSync app on Mobile Devices...... 177
17.1 Installation Prerequisites ......................................................................................... 177
17.2 Installation of inSync app on Android ...................................................................... 177
17.3 Installation of inSync app on iPhone/iPad ............................................................... 178
17.4 Activate the inSync app............................................................................................ 178
17.5 Start backing up the configured folders .................................................................. 179
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10. Druva inSync 5.1 – Administrator’s Guide
17.6 Restoring files from snapshots................................................................................. 180
17.7 Managing inSync Share on Mobile Devices ............................................................. 180
17.7.1 Sharing Files with other Devices ........................................................................... 181
17.7.2 Sharing a File Link with Others .............................................................................. 181
17.7.3 Viewing Shared Data using inSync ........................................................................ 181
17.7.4 Downloading Files ................................................................................................. 182
17.8 My Account .............................................................................................................. 182
17.8.1 Android Device ...................................................................................................... 182
17.8.2 iOS Device ............................................................................................................. 184
Chapter 18 Uninstalling the Druva inSync Client......................................... 186
18.1 Microsoft Windows .................................................................................................. 186
18.2 Linux ......................................................................................................................... 186
18.3 Apple Mac OS ........................................................................................................... 187
18.4 Android..................................................................................................................... 187
18.5 iOS Devices ............................................................................................................... 187
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11. Chapter 1
Druva inSync 5.1 – Administrator’s Guide
Introduction
Enterprises today significantly rely upon the corporate data stored on computers and mobile
devices. Prevalence of multimedia content, thousands of emails and attachments, proliferation
and preservation of many versions and copies of data contributes to the tremendous data
growth most companies are experiencing.
More than 80% of the computer data is
common within organizations. It is
generated by conventional Microsoft
Office applications, where many of the file
characteristics are very similar so the
potential of reduction is extremely high.
Druva inSync greatly reduces risks and
costs of data loss and minimizes a recovery
time for distributed computers, laptops,
and mobile devices. It is a device backup
solution uses advanced distributed data
de-duplication technology called –
SendUnique to reduce the volume of
backed up data up to 90 percent. This
decreases the time, bandwidth, and
storage needed for backup and recovery.
This results in significant time and cost
savings for the enterprise.
Figure 1 - Druva inSync Network Connectivity
As shown in the above diagram, Druva inSync has two components –
• Druva inSync Server
• Druva inSync Client
Druva inSync backup server is installed on a central server reachable by all users over LAN, VPN
or WAN. Druva inSync client is installed on all devices within an enterprise. Both components
are amazingly easy to set up.
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12. Druva inSync 5.1 – Administrator’s Guide
The inSync client monitors file changes in configured folders and then, on availability of
network connection –
• Prepares a fingerprint of changed files and sends it to the server.
• Server responds back with the parts of files unique to the client i.e. those parts of files not
backed up by any other user in the organization.
• The client then compresses, encrypts and sends only the unique data to the server.
All of this is transparent to the user. The user only notices a fast backup consuming lesser
bandwidth. On snapshot, the user is shown only his files and how they have changed in the
past. The user can choose to restore files from any point in the past.
1.1 Druva inSync Features
Druva inSync is extremely versatile and easy to use. Some of the key product highlights are as
follows:
• Data deduplication –Saves 90% backup time, bandwidth, and storage.
• Continuous data protection – Never loses a file. Timeline based, from the past snapshots.
• TrueSecure – Secure, client triggered backups. Network and storage encrypted.
• NetworkSense – Automatic network prioritization and bandwidth scheduling.
• Full PC backup – Backup complete PC with operating system, application, data and settings.
Snapshot using a bootable bare-metal restore disk.
• Search – Search files in snapshot for faster recovery
The other key features of inSync are as follows:
• Usability
o Easy, automated installation and transparent non-intrusive backups.
o Opportunistic Scheduling starts backup on availability of bandwidth, during missed
schedules.
o Intuitive graphical interface to manage and monitor backup policies, either over the
corporate network or over the WAN.
o Locked/Open File Support – Integrates with Microsoft volume shadow service to back up
locked files like Outlook working files (PST files).
• Web Restore – Browser based restore when the user is not at his device.
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13. Druva inSync 5.1 – Administrator’s Guide
• WAN Optimization
o Powerful built in WAN optimization and bandwidth scheduler.
o Advanced Compression.
• Administration
o User Profiles facilitates the inSync administrator to view/guide/control user’s
configuration.
o Manage storage capacity and user quota.
o Live server health and user backup statistics.
o Configurable backup folders for automated backup planning for large organizations.
o Configurable trigger based reporting architecture enables queries for relevant
information.
o Remote wipe out for stolen devices
o Email notifications for detailed reports.
1.2 New Features
The following are the new features introduced in this release and these features improve the
usability and productivity significantly.
• inSync Share: inSync’s enterprise-ready file sharing and collaboration solution enables your
employees to easily share files and collaborate with each other while empowering IT with
visibility, control and security of corporate data.
• Improved User Experience: This release brings many new user experience enhancements
for inSync Web control panel and inSync client.
The Data Insights and DLP (for Laptops and Mobile devices) are add-on features and they
require a separate paid license to activate them. These features included for 30 days of
evaluation period, and they will not be functional after expiry of the period. The inSync Share
and BMR (Bare Metal Restore) features are not included with the inSync evaluation version but
requires a separate paid license to activate.
Please send an email to support@druva.com mentioning server ID of the inSync server to get
the licenses. For more information, see Getting a new License in this document.
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14. Chapter 2
Druva inSync 5.1 – Administrator’s Guide
Installing the Druva inSync Server
2.1 Installation Prerequisites
The following are the installation prerequisites for the inSync server –
o Microsoft Windows 2003 / 2008 Server – 64 bit
Operating system
o RHEL 5+, Ubuntu 10.04+ – 64 bit
o CentOS 5.5 – 64 bit
o Installation – 220 MB (Linux) & 150 MB (Windows)
Disk Space required
o User backup data (storage) – 8 GB minimum
o 1.7 GHz Intel dual core processor or higher.
CPU
o Minimum 8 GB RAM
Physical Memory
o 10/100 Mbps Fast Ethernet adapters.
Network Card
o IE8 (but no support to IE7 Compatibility Mode ) and
Web browsers support
IE9, Mozilla FireFox 3.6+, Safari 5.1.7 and Google
Chrome
2.2 Installation on Microsoft Windows Server
Before starting the installation, download the Druva InSync server installer from
www.Druva.com/download. Double-click the installer file. The installer displays the Druva inSync
Server setup screen. Click Next to proceed with the installation.
Figure 2- Druva inSync Server Installation Screen
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15. Druva inSync 5.1 – Administrator’s Guide
1. The End User License Agreement (EULA) screen displays. Read the agreement carefully and
accept the EULA and then click Next.
2. Choose the destination folder for installation or type a directory path for installing the
Druva inSync server. Select a choice to have the desktop icon and quick launch icon. Click
Install.
Figure 3 - Druva inSync Server Installation Screen
3. Setup creates a program shortcut, Druva inSync server in the default Start menu folder.
4. During the installation, the setup screen shows the status of installing the Druva inSync
server.
5. Click Finish to exit the setup wizard.
2.2.1 Configuring the Installation on Microsoft Windows Server
Now the inSync server initial configuration starts.
1. After successful installation, the inSync setup displays the configuration wizard and follows
the database configuration. Click Next to continue.
NOTE: If the initial configuration screen does not display after the setup wizard completes,
launch the server initial configuration wizard from Start -> All Programs -> Druva inSync Server
-> inSync Server management console.
2. Enter a valid Web control port number to access the inSync Server management console
remotely. The default port used by the server is 6065.
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16. Druva inSync 5.1 – Administrator’s Guide
Provide the inSync server administrator account details. Choose the administrator’s name,
email id and the password to match your system or domain password management policy.
Click Next.
Figure 4 - Druva inSync Server Network Configuration Screen
3. Click Finish to complete the initial configuration.
4. Now the Druva inSync control panel displays in the Web browser. Enter the email-id and
password in the inSync administrator Login page which are assigned in the initial
configuration of inSync server. After successful login, the quick configuration wizard is
displayed; see Configuring the Druva inSync Server in this document.
Figure 5 - Druva inSync Login Screen
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17. Druva inSync 5.1 – Administrator’s Guide
2.3 Installation on Linux
Druva inSync server for Linux is distributed as .rpm (Redhat Package Manager) and .deb
(Debian) packages. Depending on the server distribution, download the appropriate Druva
inSync server installer. For example, Ubuntu uses .deb packages while RHEL uses .rpm
packages. For 64-bit systems, see installing on 64-bit.
2.3.1 Debian based Installation
On systems that use .deb packages:
root@ubuntu:/# dpkg -i inSync-Server-Enterprise-Installer-ver-5.1-
<version>_i386.deb
Selecting previously deselected package inSync-Server-Enterprise.
(Reading database ... 116781 files and directories currently installed.)
Unpacking inSync-Server-Enterprise (from inSync-Server-Enterprise-Installer-
ver-5.1-<version>_i386.deb) ...
Setting up inSync-Server-Enterprise (5.1-<version>) ...
Bootstrapping configuration if needed...
Please configure the server by running inSyncSrvCfg as root
You can restart it using '/etc/init.d/inSyncSrv restart'
Starting Druva inSync Server [inSyncMaster]:
Starting Druva inSync Server [inSyncWebPanel]:
****************************************************************************
****
No administrative account found for the web panel.
Please run 'insync-config.sh' as root, to configure the Web Panel admin
account.
****************************************************************************
****
Processing triggers for sreadahead ...
sreadahead will be reprofiled on next reboot
Processing triggers for desktop-file-utils ...
2.3.2 RPM based Installation
On systems that use .rpm packages:
# sudo rpm –ivh inSync-Server-Enterprise-Installer-ver-5.1-
<version>.i386.rpm
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18. Druva inSync 5.1 – Administrator’s Guide
2.3.3 Installing on 64-bit System
Druva currently does not support packages for 64-bit systems. In order to run Druva inSync
Server on 64-bit machines, the 32-bit compatibility libraries need to be installed. On Debian-
based systems, run the following command:
# sudo apt-get install ia32-libs
For Redhat-based systems:
$ sudo yum install glibc
This should be sufficient to allow the 32-bit inSync binaries to run on 64-bit systems. On debian,
it will be necessary to force installation since the architecture for the package won’t match the
system architecture. So, for 64-bit systems, the dpkg command should look like this:
$ sudo dpkg –i –-force-architecture inSync-Server-Enterprise-Installer-ver-
5.1-<version>_i386.deb
2.3.4 Configuring the Installation on Linux
Since the inSync server is completely configured using a web interface, there is a little pre-
configuration needed prior to actual use. This is primarily to set the Web Admin account and
password. The Linux package therefore, provides a small script named insync-config.sh that
assists in setting up the administrator’s account as well as creating storage folders with the
correct ownership and permission. To configure the Web administrator’s account, run the
following:
$ sudo insync-config.sh -h
This script can be used to configure the inSync server web account or for
creating a storage directory and setting permissions correctly prior to
actually creating the storage using the web interface.
usage: /usr/sbin/insync-config.sh [OPTIONS]
-h Show this message
-c Check if configuration has a web admin account
-f Force web admin account re-configure.
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19. Druva inSync 5.1 – Administrator’s Guide
-s STORAGE_PATH Create a directory by the given name and set
permissions correctly, so an inSync Storage can be created there.
Without options, will attempt to set the web admin account if there is none
configured.
This should ask for a username for the Web Admin user. This is set to ‘admin’ by default and
can be changed if needed. The script also prompts for the password to use with this account.
Set the password. You will need to remember this username and password as it is needed to
log in to the inSync Web Interface.
After installation of Druva inSync server, run the following script to configure the inSync server
Web admin account and the password.
$ sudo insync-config.sh
Please enter a username for the Web admin account [admin]:admin
Please enter a password for this account:
Enter a password:
Re-enter the password:
Shutting down Druva inSync Server [inSyncWebPanel]:
Shutting down Druva inSync Server [inSyncWorker]:
Shutting down Druva inSync Server [inSyncStorageMaster]:
Shutting down Druva inSync Server [inSyncMaster]:
Bootstrapping configuration if needed...
Successfully updated Web admin account
Starting Druva inSync Server [inSyncMaster]:
Starting Druva inSync Server [inSyncWebPanel]:
Open the Druva inSync Control Panel using your Web browser with the server IP address. For
example, http://192.168.33.216:6065/.
For managing license, network settings, email server settings and Active Directory settings, see
Settings.
NOTE: While creating storage, apply the group and owner permissions to the storage folder. To
change the owner and group as insyncserver:
$ sudo chown insyncserver:insyncserver Storagefolder
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20. Druva inSync 5.1 – Administrator’s Guide
If you need to reset the Web Admin account username and password for some reason, it can be
done by running the insync-config.sh script with a -f parameter. This will force re-configuration
of the Web administrator’s account and password.
2.4 Upgrading the Existing Installation
Druva inSync version 5.1 is an upgrade release for version 4.0, 4.1, 4.1.1, 4.2, 4.2.1, 4.2.2, 4.5,
4.5.1, and 5.0 for Microsoft Windows server and Linux operating system. This upgrade does not
support versions older than 4.0.
2.4.1 Upgrading the inSync Enterprise Server to v5.1
To upgrade follow these steps.
1. Backup your existing configuration and user data.
2. Download the Druva InSync server v5.1 Enterprise installer and Install it on the existing
version. The upgrade will automatically start and take about 1-2 minutes to complete.
To upgrade inSync clients to the existing version, see Upgrade Device in the Devices section for
more details.
2.4.2 Upgrading the RPM based Installation to v5.1
If you are running RPM based installation of inSync enterprise server, the existing inSync server
package should be uninstalled before you install the new version. This uninstall process does
not delete your existing configuration and data. See Uninstalling the inSync Server and Installing
the Druva inSync Server sections for reference.
2.4.3 Upgrading the Debian based Installation to v5.1
If you are running Debian based installation of inSync enterprise server, the newer version of
inSync server package can be installed on the existing inSync installation. See Uninstalling the
inSync Server and Installing the Druva inSync Server sections for reference.
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21. Chapter 3
Druva inSync 5.1 – Administrator’s Guide
Configuring the Druva inSync Server
After successful installation of inSync server, it needs to be configured for backing up the client
data. These settings can be made with the admin setup wizard or using the inSync Web UI. The
inSync server Web control panel can be displayed in the following ways:
1. In the Web browser of server machine, type http://<IP address>:<port number>
for example, http://127.0.0.1:6065.
2. Double-click the inSync Server Management Console icon on the server computer.
3. From any other machine, open http://<server-name>:<port number> in the Web browser.
For example, http://192.168.33.196:6065
3.1 Express Configuration Wizard
Using the quick configuration wizard, you can configure Druva inSync in just few easy steps.
These steps include SMTP settings, create storage, create profile, and create user. This wizard
appears when you install the inSync server for the first time. You may skip this wizard at any
time and configure your settings using the inSync Web panel.
The express configuration allows you to set up necessary server settings and the advanced
configuration is for setting up all inSync server features.
3.1.1 Express Configuration Wizard – Welcome
The following screen describes the quick setup wizard and its steps.
Figure 6 – Express Configuration Wizard: Welcome Step
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22. Druva inSync 5.1 – Administrator’s Guide
Click Express Configuration to proceed.
3.1.2 Express Configuration Wizard – Setup Server
The default server settings are displayed on the screen; edit them, if there are any changes.
Figure 7 - Express Configuration Wizard: Setup Server Step
To configure server settings, enter the following details:
Field Description
Web/App restore URL Enter the IP address of the inSync server.
Backup port The default port for backup is 6061; you can change to any valid
port.
Web/App restore The default port for restore is 443; you can change to any valid
port port.
Click Next to proceed.
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23. Druva inSync 5.1 – Administrator’s Guide
3.1.3 Express Configuration Wizard – Configure Email
You need to provide your email settings to receive important email notifications from Druva
inSync.
Figure 8 - Express Configuration Wizard: Configure Email Step
To configure SMTP settings, enter the following details:
Field Description
SMTP Server Enter SMTP server name or IP address (for example,
smtp.gmail.com)
SMTP Port Enter SMTP port (for example, 25 for SMTP or 587 for ESMTP/
SMTPS)
SMTP username and If SMTP server needs authentication, specify SMTP username and
Password SMTP password else keep blank. These are the login credentials of
the inSync administrator.
Secure Connection If SMTP server uses SSL/TLS, select the check box.
You must receive the email confirmation after you click the Send test email link. Click Next.
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3.1.4 Express Configuration Wizard – Create Storage
This step creates a new storage for storing user’s backup data. These settings can be further
modified using the Web panel.
Figure 9 - Express Configuration Wizard: Create Storage Step
To create new storage, enter the following details:
Field Description
Storage Name Type a unique name for storage. The default storage name is
inSync Storage1.
Location Choose the base folder for creating storages. All new storages are
located under this folder.
Disk space Specify the maximum space to be reserved for backup. The default
space for storage is 100 GB.
Click Next.
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3.1.5 Express Configuration Wizard – Update Profile
Configure your backup policies for a Default profile by specifying the backup contents and
frequency of backup.
Figure 10 - Express Configuration Wizard: Update Profile Step
To configure Default profile, enter the following details:
Field Description
Quota per user Assign the specific amount of storage space to a user for backing
up the configured data. This quota includes backed up files and
shared files under the inSync Share folder.
Backup every Specify how often the user can backup. The synchronize period can
be set from 5 minutes to 7 days. The default value for backup
frequency is 8 hours.
Enable Sharing If it is selected, the inSync Share folder is created on a user’s device
for adding and sharing files.
If it is not selected, the user can not add or share files.
Enable Link Sharing If it is selected, the user can share documents with viewers by
generating a file link and set expiry period for the link.
If it is not selected, the user can not share documents with viewers
by generating a file/folder link.
Apps/Folders Select predefined folders like Email, Desktop, and My Documents
for backup. Add specific file types by clicking the Include Files text
box.
Click Next.
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3.1.6 Express Configuration Wizard - User
In this last step, you configure the user account by providing the email address and user name
for first inSync backup.
Figure 11 - Express Configuration Wizard: Create User Step
To create a new user, enter the following details:
Field Description
Email address Type an email address of your first inSync backup user.
Name Type a user-friendly name of the backup user.
Click Finish.
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3.1.7 Express Configuration Wizard - Finish
You have completed all the steps and now start the first backup from the device.
Figure 12 - Express Configuration Wizard: Finish
3.2 Advanced Configuration Wizard
Using the quick configuration wizard, you can configure Druva inSync in just four simple steps.
These steps include SMTP settings, create storage, create profile, and create user. This wizard
appears when you install the inSync server for the first time. You may skip this wizard at any
time and configure your customize settings using the inSync Web panel.
The advanced configuration wizard is for setting up all inSync server features.
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3.2.1 Advanced Configuration Wizard – Welcome
The following screen describes the quick setup wizard and its following steps.
Figure 13 - Advanced Configuration Wizard - Welcome Screen
Click Advanced Configuration to proceed.
3.2.2 Advanced Configuration Wizard – Network and Email
Configuration
The default network settings are displayed on the screen; edit them if there are any changes.
You need to provide your email settings to receive important email notifications from Druva
inSync.
Figure 14 - Advanced Configuration Wizard - Setup Server Step
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To configure server settings, enter the following details:
Field Description
Network Settings
Web/App restore URL Enter the IP address of the inSync server.
Backup port The default port for backup is 6061; you can change to any valid
port.
Web/App restore The default port for restore is 443; you can change to any valid
port port.
Email Configuration
SMTP Server Enter SMTP server name or its IP address (for example,
smtp.gmail.com)
SMTP Port Enter SMTP port (for example, 25 for SMTP or 587 for ESMTP/
SMTPS)
SMTP username and If SMTP server needs authentication, specify SMTP username and
Password SMTP password else keep blank. These are the login credentials of
the administrator.
Use Secure If SMTP server uses SSL/TLS, select this check box.
Connection
Click Next to proceed.
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3.2.3 Advanced Configuration Wizard – Create Storage
This step creates a new storage for storing user’s backup data. These settings can be further
modified using the Web panel.
Figure 15 - Advanced Configuration Wizard - Create Storage Step
To create a new storage, enter the following details:
Field Description
General Information
Storage name Type a unique name for storage. The default storage name is
inSync Storage1.
Storage location Choose the base folder for creating storages. All new storages are
located under this folder.
Disk space for storage Specify the maximum space to be reserved for backup. The default
space for storage is 100 GB.
DB location It is recommended to choose the different location or volume for
better storage performance. The default path is your data folder.
The encrypted SIS store uses the Berkeley DB engine to store the
metadata and takes an additional optional option - SIS database
folder. This path dictates where Berkeley DB should store
metadata relating to this store. For better performance this should
be on a different volume than the data folder.
DB logs location It is recommended to choose the different location or volume for
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Field Description
better storage performance. The default path is your data folder.
The inSync Server internally uses a database engine to maintain
indices. The database engine uses log files to keep track of
database transactions. Write IO performance to log files is critical
for overall database performance. Hence, inSync server allows the
user to host database log files at a separate location. For good
backup performance, user can have a dedicated fast disk on the
inSync server system, and provide its path to host database logs.
For small setups, it is advisable not to configure this field. In such a
case, database logs will be hosted in the same folder as the
database.
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Field Description
High Performance Options
Max parallel Specify the total number of parallel connections allowed to the
connections particular storage. The default value is 20.
Optimization for Select one of the optimization methods. Default is Optimize for
Network Bandwidth.
When you choose Network Bandwidth, the inSync server always
goes for extensive search for the blocks in the store. It means the
search can consume time, but a duplicate block will never be sent
on the wire conserving the network bandwidth. This option is
recommended when most of the clients synchronize through
WAN.
When you choose Backup Speed, inSync Server uses quick search
for a block. In this case, the search time is very small giving faster
backups, with the downside that once in a while, duplicate blocks
will be sent over the wire. The duplicate blocks will later be
discarded during post-processing, so de-duplication is guaranteed
even for this option. This option is recommended when most of
the clients synchronize through LAN.
Enable SSD storage The path prescribes the Solid State Drive (SSD) should store SiS
(Single instance Storage) database other than the original location,
specifying the different location helps to improve the storage
performance but it must be a direct attached storage. It is also
recommended to have free disk space at least 5% of the defined
storage. For example, if the defined storage is 1 TB then it should
be 50 GB space available on SSD.
Hypercache size Specify the appropriate cache size for better data I/O performance.
For example, If the storage size is 1TB then it is recommended to
have cache size 4096 MB for 2 TB = 8192 MB and so on but it
should not be more than physical memory minus 4096 MB. The
default cache size shows 25% of the physical memory.
Click Next.
3.2.4 Advanced Configuration Wizard – Update Profile
Configure your backup policies for a Default profile by specifying the backup contents and
frequency of backup.
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Figure 16 - Advanced Configuration Wizard - Update Profile Step
To configure Default profile, enter the following details:
Field Description
General Information
Profile Name The Default’s profile name is displayed.
Max users Type a number to limit users associate with the user profile. ‘0’
represents unlimited users.
Quota per user Assign the specific amount of storage space to a user for backing
up the configured data.
Enable Sharing If it is selected, the inSync Share folder is created on a user’s device
for adding and sharing files.
If it is not selected, the user can not add or share files.
Enable Link Sharing If it is selected, the user can share documents with viewers by
generating a file link and set expiry period for the link.
If it is not selected, the user can not share documents with viewers
by generating a file/folder link.
Laptop
Backup every Specify how often the user can backup. The synchronize period can
be set from 5 minutes to 7 days. The default value for backup
frequency is 8 hours.
Apps/Folders Select predefined folders like Email, Desktop, and My Documents
for backup. To add more file types, type comma (,) in the text box
and then select from the drop-down list. The available file types
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Field Description
are MS Office, PDF, HTML, and Image.
Mobile
Allow mobile access If it is selected, the user gets the access-only permission and able
to users to log in and access the data of other devices.
If this option is not selected, the user will not able to log-in to the
inSync app.
Enable backup & If it is selected, the backup and mobile device protection settings
mobile device can be set to optional or mandatory.
protection
The Optional setting allows a user to activate the device Backup
and Protection services as needed. inSync will prompt the user for
the required services and these services are listed under My
Account.
The Mandatory setting allows user’s device to be registered to the
inSync server instantly. inSync will prompt the user to install
mobile device management (MDM) profile for decommission
settings. The user’s device Backup and Protection Services are
automatically enabled. The My Account screen shows the status
for both as Activated.
Backup every Specify how often the user can backup. The synchronize period can
be set from 5 minutes to 7 days. The default backup frequency is 8
hours.
Folders Select mobile backup options from three different types of folders;
Contact, Photos, and Videos. The folders like photos and videos are
backed up only from the original locations of Android and iOS
devices. These locations are mentioned below:
Device Contacts Videos Photos
Android Contacts DCIM DCIM
directory directory
iOS Contacts Camera roll Camera roll
Click Next.
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3.2.5 Advanced Configuration Wizard – Plan Resources
Configure backup policies for the Default profile.
Figure 17 - Advanced Configuration Wizard - Plan Resources Step
To configure backup policies for Default profile, enter the following details:
Field Description
Resources
Maximum bandwidth Sets the maximum bandwidth for each client to back up with the
[LAN] server. The bandwidth can be chosen as an absolute value
(KBps/MBps) or as a percentage of available bandwidth for the
Maximum bandwidth
client.
[WAN]
A connection is identified as LAN/WAN by the IP address used for
data communication (see Network). If the IP address is marked
Auto, any connection with 20 ms TTL is identified as WAN based
connection.
CPU priority Sets the CPU priority and usage for each client. If it is set between
5 and 10, it prioritizes inSync client backup compared to other
active applications. If the CPU priority is set below 5, the backup
will be slowed down voluntarily to reduce CPU consumption.
Access & Notification
Show inSync On the client side if the inSync administrator needs the user to be
notifications to users notified in case of backup errors or other notifications, select this
check box.
Allow restore from web If it is selected, the inSync user is able to restore (Web restore)
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Field Description
browser backed up files from the Web browser.
Allow user to disable The inSync user can restrict restore of data by the inSync
server side restore administrator to the server. After enabling this option, the Server
Side Restore option appears on the client side under Restore tab.
If a user selects the Disable restore of data by Administrator to
the server option then the inSync administrator cannot restore
users’ data at the server location.
Retention Policies
Retain all backups for _ Specify the retention period for all backups.
days
Retain weekly backups Specify the retention period for weekly backups.
for _ weeks
Retain monthly backups Specify the retention period for monthly backups.
for _ months
Click Next.
3.2.6 Advanced Configuration Wizard – Create User
In this last step, you configure the user account by providing the email address and user name
for first inSync backup.
Figure 18 - Advanced Configuration Wizard - Create User Step
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To create a new user, enter the following details:
Field Description
Email address Type an email address of your first inSync backup user
Name Type a user friendly name of the backup user
Import users See the Import Users section for importing users from CSV and AD.
Click Finish.
3.2.7 Advanced Configuration Wizard - Finish
You have completed all the steps and now start the first backup from the device.
Figure 19 - Advanced Configuration Wizard - Finish
Now click Proceed to inSync Dashboard.
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Druva inSync Dashboard
The dashboard provides a quick view of the status of different inSync entities namely storages,
users, server machine, and highlights the problems/failures that need the inSync
administrator’s attention. The different statistics on the dashboard can help the inSync
administrator easily monitor their inSync servers and decide on backup strategies for their
organization. See the sample dashboard on the next page.
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4.1 Summary
The quick summary of users, devices, and storage saving display the following information.
Users: The total number of users configured for backup.
Devices: The total number of devices configured by users.
Dedupe Ratio: Overall de-duplication ratio of all combined storages.
Diskspace Savings: This graph shows the total size of incremental data versus actual disk space
used on the storage after de-duplication. The incremental data legend shows the newly added
data from the different users under specific storage.
4.2 Live Activities
The Live activities show the existing status of backup, restore, and compaction.
Backups In Progress: The number of data backups currently going on.
Restores In Progress: The number of data restores currently going on.
Compaction: The number of data compaction currently going on.
The quick summary gives the overall information of servers, users, storage, tasks, and alerts.
The provided links display more details of each entity.
Server Start time: Displays the date and time when the inSync server starts operational.
Total Users: Shows total users connected to the inSync server.
Storage Status: A quick summary of the assigned storage to the inSync server. Click the Storage
Status link, which displays the following information.
Active Tasks: The details of the different tasks related to the inSync users.
Active Alerts: Alerts generated by the system that need to be acknowledged by the inSync
administrator.
4.3 Backup Statistics
The graph shows the last backup status of different inSync users. It indicates how many users:
- have backed up successfully
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- have failed backups
- have backed up with errors
- have not backed up for a while
4.4 Server Usage
Connections: Displays the server connection status of users connected in the past 24 hours.
This is helpful in determining the backup and compaction strategies.
CPU Usage: Displays the CPU usage of the inSync Server in the past 24 hours.
Bandwidth Usage: Displays the graph of bandwidth usage of server vs. time in the past 24
hours.
NOTE: The historical data of user connections, CPU usage, and bandwidth usage do not display
the graph if the inSync server restarted.
4.5 Share Summary
This graph shows share activities related to users over the past 24 hours.
Users Sharing: Displays the total number of users sharing data over the past 24 hours.
Avg. Share Per User: Displays the average data size shared by users over the past 24 hours.
Sharing Usage: Displays the aggregate data size shared by users over the past 24 hours.
4.6 DLP Summary
The DLP summary shows the geo-location of all inSync devices on the Google world map.
Addition to the clients’ location, it also shows the DLP status of all clients.
Device traced – Displays the total number of users device traced successfully.
Devices managed – Displays the total number of users activated for device trace.
Normal – Displays the total number of users whose Device Trace option is enabled.
On hold – Displays the total number of users whose data delete activity is put on hold.
On alert – Displays the total number of users whose data delete activity is going to start soon.
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Decommission started – Displays the total number of clients of which data deletion process is
being started.
Decommission completed – Displays the total number of clients of which data deletion process
has been completed.
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Backup Overview
The Backup Overview screen gives you a complete status of data that is backed up. It includes
different backup status like successful, failed, with errors, inactive, and never backed up. You
can take corrective actions depend on the backup status of devices. You can further filter the
following list by selecting the profile associated with storage.
Figure 20 - Backup Overview Screen
5.1 Backup Now
The inSync devices can suspend the synchronization activity and sometimes user chooses not to
resume it then it creates a data administration issue for inSync administrators. This option
allows you to resume the data backup. When you click the Backup Now button for the selected
devices, the data synchronization is scheduled, and the inSync device starts backing up the data
in a few minutes.
Following is the brief description of different backup status.
1. Successful – The last successful backup attempt of devices.
2. Failed – The last failed backup attempt of devices.
3. Errors – The last backup attempt of devices has completed but with errors.
4. Inactive – The devices that are inactive or have been disabled by the inSync administrator.
5. Never Synced – The devices that have not started backup yet.
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5.2 User Summary
You can view user’s summary by clicking the user link. This summary includes user’s details,
profile information, storage used, and devices linked. Click Edit to change the basic information
of the selected user.
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Restore Overview
Druva inSync makes restoring files simple. You can restore files and folder of devices using
snapshots associated with users. All files and folders or specific files of users can instantly
restore on the server or to the user’s device.
Figure 21 - Restore Data Screen
6.1 Restoring Users Data
To restore user’s backed up data, follow these steps:
1. Click Restore. The restore screen shows the list of users.
2. Select a user from the list or filter the users list by selecting the particular profile and
storage.
3. Click the Restore button. The Restore Data screen displays with all devices and snapshots.
4. Select the device from the list. The list of snapshots for the selected device displays under
Snapshots.
5. Select the snapshot from the list. The contents of the snapshot display in the right hand
panel or you search specific type of files using the Search Files box.
6. Select a file or folder to restore. The selected file or folder can restore on server or to
device.
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6.1.1 Restore to Device
Using this option, you can restore device data at three different places; device’s desktop area,
original location or at given location. The restore details are sent to you after restore is
complete. The user also receives the notification if notify user under restore status is selected
in the alerts section.
Figure 22 - Restore to Device Screen
To restore data on client, select one of the following options:
Field Description
Restoring The restoring information includes snapshot details and file/folder
name.
Restore to Desktop If it is selected, the user’s device data is restored to the desktop
area. The restored files are stored in the folder named with date
and time stamp on the user’s desktop.
Restore to original If it is selected, the user’s device data is restored at original folder
location path from where the data has been backed up.
Restore to given path Specify the device’s valid folder path where the device data to be
restored.
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6.1.2 Restore to Server
Using this option, you can restore device’s data on server in zip format or in normal files at the
specified location. The restore details are sent to you after restore is complete. The user also
receives the notification if notify user under restore status is selected in the alerts section.
Figure 23 - Restore to Server Screen
To restore data at server side, select one of the two options:
Field Description
Restoring The restoring information includes snapshot details and file/folder
name.
Restore to Type a valid folder path or choose the destination drive or folder
by clicking the Browse button.
Restore to Zip file If it is selected, a zip file containing device’s data is created.
Name of ZIP file Specify the file name for zip file.
Password for ZIP file You can specify the password for opening the zip file. This option is
(optional) not mandatory.
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6.1.3 Manage Snapshots
This option allows you to view and delete snapshots from the user’s backup. This helps in
managing the user’s storage quota. All snapshots except the latest snapshot can be deleted.
Figure 24 - Device based Snapshot Listing
NOTE: After removing a snapshot, the storage does not release the occupied space unless the
data compaction is done. You can use the compact now option under Storage for immediate
results.
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DLP Overview
inSync’s integrated DLP (SafePoint for inSync) is a simple, lightweight, and effective solution
that reduces the total economic impact of a lost or stolen laptop or mobile device for
enterprises. It provides powerful, multi-layered protection of critical data residing in your
organization’s devices.
The DLP option shows the list of all users with device details and their status in different tabs.
These details include user name, device type, location, and DLP status. You can manage device
settings of all users or users of a specific profile.
Figure 25 - DLP Overview Screen
7.1 Decommission Device
Decommissioning is a preventive action that is configured on a laptop or a mobile device, where
the backed up data or the entire data is deleted immediately and in addition, disables the
device. This action is very necessary when the user wants to delete the configured data from
misuse or some other reason where the information needs to be deleted for the security
reasons.
To protect your device and important data, you can use two options, which both make sure
that all the data either is deleted permanently (decommission device) or deletes the data
(Autodelete), thus preventing others from accessing it.
Decommission and Auto delete options carry out secure data delete and remove all traces of
data from the device so once the configured data gets erased then it can never be recovered
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but the backed up data of the disabled devices can be restored using Data Restore from the
inSync server later.
To start decommission for devices, follow these steps:
1. Click DLP. The DLP overview screen displays the list of users.
2. Select devices from the list.
3. Click Decommission Device.
The status of that device changes to Decommissioning. Whenever the device tries to connect
to the inSync server, it considers that the device has been decommissioned. While the data is
being deleted, the user cannot perform backup or restore actions. However, using Web restore
the user can recover the configured data.
7.1.1 Mark On-hold
The decommission action or auto delete action can be put on hold by clicking the Mark On-hold
button. The device status changes to On Hold immediately. However, you should do it before
the device data deletes and you may mark the device normal later.
7.1.2 Mark Normal
The decommission action can be cancelled before the decommission process completes. To do
so, follow these steps:
1. Click DLP from the Web control panel.
2. Select devices which you want to make it normal. The device details screen displays. Select
the DLP tab.
3. Click the Mark Normal button. Now the check the device status under DLP.
7.2 Locating a Device
To view device details and device location, click the location link next to the device column. The
detailed description of the device is displayed on the screen. The device details include last
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backup details, SafePoint details and device location. The device location includes a
geographical map including its last connected IP address, city, state and country name.
Using this screen, you can start deleting client’s data in case of laptop is lost or any other
reason by clicking the Decommission button. For more information, see Decommissioning a
device.
7.3 Auto Deleting a Device
When the inSync device is disconnected from the inSync server for a longer period then it can
be one of the possible reasons that the device might have lost. Therefore, it is necessary to take
protective action from misusing the information stored on the device. The auto data delete
feature deletes the configured data for backup from the client’s device after a specific period.
This option is applicable to laptop devices only and not for mobile devices.
To configure auto delete feature for devices, follow these steps:
1. Click Manage Profiles. The profiles list displays.
2. Click the profile link from the list. The profile details display with necessary tabs.
3. Select the DLP tab. DLP for laptops and DLP for mobiles screens display.
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4. Click Edit under DLP for laptops. The Edit Profile screen displays. Select Auto Delete and
configure other auto delete related settings.
Figure 26 - DLP for Laptops Screen
5. Specify a period (in days) when auto delete needs to be activated and specify a period (in
days) to receive the alert notification. When the specified days are over, the alert
notification is sent to the inSync administrator and waits for the inSync client to connect to
the server. If the client computer fails to connect to the inSync server, data that is
configured for backup starts deleting from the computer regardless of internet connectivity.
The inSync client can perform backup and restore when the status of the device is On Alert. On
performing backup and restore, the number of days over since the last connection, will be
reset. Backup and restore activities can continue as usual.
On user’s request, the auto delete action can be put on hold to avoid data delete so that delete
timeouts will not apply to such a user even though his computer is not going to connect to the
server for a longer time.
NOTE: The auto delete functionality is applicable to Windows and Mac devices only but the
decommission functionality is applicable to all Windows, Mac, iPhone, iPad and Android
devices.
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Share Overview
The Share Overview screen gives you the in-depth analysis of all backup users who are sharing
data using inSync Share. You can analyze this information using the sharing summary and
sharing activity sections. The information displayed on the screen of all profiles and storages by
default, but you can filter out this information by using the profile and storage filters.
Figure 27 - Share Overview Screen
8.1 Share Summary
Share summary gives you brief information of all users who are sharing files using inSync share
and its average and aggregate data size.
8.2 Sharing Activity
Sharing activity shows the total number of shared folders, and the external links shared by all
users.
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8.3 User Summary
The summary of users shows share status, shared data size, and external links of individual
users. You can click the user link and get more details of users like device details, used storage
quota, profile and storage details. The activity stream tab lists all sharing related activities
carrying by users. These activities are listed below.
1. Added a file or a folder
2. Deleted a file or a folder
3. Shared a folder
4. Unshared a folder
5. Edited a file
6. Created a link
7. Added a collaborator
8. Removed a collaborator
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Data Analytics
Data Analytics is a power tool to analyze and identify usage trends, globally search and filter
files and folders across all devices, and set up real-time alerts to deal with IT issues proactively.
You can do the following with Data Analytics.
• Analyze current and future trends
• Search any file on any endpoint
• Advanced reporting and alerts
Data analytics displays the following screen with data summary, file types and file sizes details.
Figure 28 - Data Analytics Screen
9.1.1.1 Data Composition
The data composition explores the data allocation of different file types and file sizes amongst
all users with their latest snapshot. This analysis helps you to determine the statistics of specific
type of data synchronized so far, this helps to determine the storage strategy.
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Figure 29 - Data Composition Screen
9.1.1.2 Search and Analyze
You can rapidly and accurately filter, process, and search in real-time for specific files and
folders that users store on their devices. The search and analyze option allows comprehensive
file search amongst all available storages, users, user profiles, file sizes, and file types. The
search results display criteria based files with their modified versions in the list. These files can
directly be restored on device or on server by just clicking the file or folder link.
Figure 30 - Data Search and Analyze Screen
To search the stored data amongst user profiles, users and file type, enter the following details–
Field Description
Select Profile Select a user profile from the list box, default selection is All means
all available user profiles.
Users Type user names separating by comma or type All means all
available users. This text box is enabled with auto-complete
feature so type a few characters to get the desired options list.
This field is mandatory.
File Name Type file patterns separating by commas. For example, *.pdf,
*.docx. This field is mandatory.
File Type Type or select file-type from the predefined list.
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Field Description
Date Modified Select dates range in which files are modified.
File Size Specify file-size in minimum and maximum range. The size range
can be further adjusted in KB or MB or GB.
Email Results button The Email Results button sends out the search results to the
administrator’s email address as a .CSV file attachment. The CSV
file contains all search parameters including the files list but
limited to 100,000 files.
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Managing the inSync Server
The inSync administrator has to carry out configuration and management settings of the inSync
server. These functions are categorized under Manage. It includes:
• Manage Profiles
• Manage Users
• Manage Devices
• Manage Storages
• Server Activities
• Alerts
• Reports
• Diagnostics
• Administrators
• Settings
10.1 Manage Profiles
Managing individual users could be time consuming for a large installation. User profiles enable
you to create profiles or groups, which act as configuration containers for users. You can set
generic backup configuration parameters on the profile, which automatically applies to all users
using the profile.
Clicking Profiles under Manage shows the profile management console. This helps you to
manage user groups or profiles. The profile list shows the default profile by default.
Figure 31 - Manage Profiles Screen
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10.1.1 Create New Profile
The Create New Profile button shows a wizard for creating a new user profile. Using this wizard
you can set laptop / mobile contents to be backed up, configure backup schedule, and DLP
settings. The wizard is divided into seven easy steps for new profile configuration.
1. Profile Summary: Provide initial information to the user profile.
2. Backup Content: Configure laptop files or folders to be backed up.
3. Backup Schedule: Configure laptop backup schedule and backup resources.
4. Mobile Backup: Configure mobile backup folders and backup schedule.
5. Backup Policies: Set backup retention policy, password policy, email notifications, and
assign storage quota.
6. DLP Settings: Apply data security settings for laptops and Mobiles.
7. Share: Set inSync Share settings for users.
10.1.1.1 Profile Summary
The Summary step of Create New Profile displays the following screen.
Figure 32 - Create Profile: Profile Summary Step
To create a new profile, enter the following details:
Field Description
Profile Name Type a unique profile name, characters size limit is 50.
Max number of users Type a number to limit users associated with the user profile. ‘0’
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Field Description
represents unlimited users.
Quota per user Quota per user limits the storage space for individual users to
backup their device data. Setting ‘0’ denotes available storage
space for individual users to backup their data.
Description Type a short description about the profile, characters size limit is
250.
10.1.1.2 Backup Content
The Backup Content step of Create New Profile displays the following screen.
Figure 33 - Create Profile: Profile Backup Content Step
To define backup contents, enter the following details:
Field Description
Laptop Backup Folders
Folders The Laptop backup content option allows you to choose different
folders for backup. The Folders includes a list of pre-defined
folders like Email, My Documents, Favorites, All drives, Office
Templates, Music, Desktop, and Pictures. Each option can be
filtered by selecting the specific file types to be backed up.
The All Drives option considers all drives excluding the detachable
drives connected to the client’s computer. The selected options
are listed in the profile that can still be modified later.
If you want to include or exclude folders other than pre-defined
options, click Add. See more information on Adding Folders below
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Field Description
this table.
Using the Email folder option, you can configure PST and OST mail
files, which are attached to MS Outlook for backup. Choose
Outlook 2003, 2007 and 2010 Advanced (including 64 bit
Microsoft Outlook 2010) from the email client. This option uses
MAPI interface, which provides better message level deduplication
and faster backup/ restore of PST files. However, other mail
options (including Outlook 2011 for MacOS) synchronize email files
as plain files.
Note: Do not choose the Outlook 2003, 2007 & 2010 Advanced
option if you have configured MS Outlook with IMAP.
Figure 34 - Email Client Options
The inSync administrator has still option of backing up Outlook
emails PSTs as plain files by selecting the Include pst files from all
drives option.
Figure 35 - Email Client includes PST Files from All Drives Option
Like Email you can select other folder options like My Documents,
Favorites, Office Templates, Music, Desktop and so on.
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Field Description
Global Exclusions Select types of files which you want to exclude from backup or
enter specific file types separated by commas in the exclude filter
box.
Figure 36 - Global Exclusion Tab
Allow users to add If it is selected, the inSync users can configure folders for backup
folders on their own.
If not selected, the inSync users can not configure their own
folders for backup.
Configure Bare Metal This option backs up complete operating system (supports
Restore Windows clients only), applications, and settings. All executables,
libraries and configuration files are backed up and scanned
changes on every schedule.
Later the inSync administrator can create bare metal restore
images and restore entire PC from scratch (see Configuring a Bare
Metal Restore for more details).
Adding Folders:
It allows you to backup different folders other than the pre-defined folders. The folder
configuration includes include and exclude filters with pre-defined types like Office files, PDF
files, HTML files, Email files, Image files, Video files, Audio files, and all files. Each option can be
filtered by selecting the specific file types to be backed up. All selected options are displayed in
the folders list and it can be further removed or edited later.
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