inSync Private Cloud 5.2 - inSync Help - Druva

inSync Private Cloud 5.2
Administrator’s Guide
Druva Inc.
June 15, 2013
Copyright © 2007-2013 Druva Inc. All Rights Reserved.

inSync 5.2 Private Cloud – Administrator’s Guide
Table of Contents
Getting Started with inSync Admin Console ................................................ 4
Understanding inSync .................................................................................................... 5
Frequently Used Terms .................................................................................................. 6
About Storages ............................................................................................................... 7
About Profiles ................................................................................................................. 9
About Users ................................................................................................................... 10
About Devices ................................................................................................................ 10
Data Backup and Restore .............................................................................................. 10
About inSync Share ........................................................................................................ 11
Responsibilities of an inSync Administrator ................................................................ 12
Logging On to the inSync Admin Console .................................................................... 13
The inSync Admin Console Interface ............................................................................ 14
Configuring inSync Private Cloud ................................................................................. 19
Monitoring inSync ........................................................................................ 22
Module Pages ................................................................................................................ 22
Activity Streams ............................................................................................................ 45
Alerts ............................................................................................................................. 47
Managing Reports ........................................................................................................ 49
Managing inSync .......................................................................................... 53
Managing Storage Nodes ............................................................................................ 54
Managing Storages ...................................................................................................... 62
About Storages ............................................................................................................. 63
Managing Profiles ......................................................................................................... 80
Managing Users .......................................................................................... 120
About Users .................................................................................................................. 121
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Creating a User ............................................................................................................. 121
Creating Users by Importing Details from a CSV File ................................................ 123
Creating Users by Importing Details from an Active Directory ................................ 125
Registering an Active Directory .................................................................................. 125
Creating an AD Mapping ............................................................................................. 127
The Manage Users Page .............................................................................................. 136
The User Details Page .................................................................................................. 137
User Properties ............................................................................................................ 139
The properties displayed under the User Summary area are as follows. ................ 139
Managing Devices ....................................................................................... 143
About Devices .............................................................................................................. 144
The Manage Devices Page .......................................................................................... 148
The Device Details Page .............................................................................................. 149
Managing Data Backup and Restore .......................................................................... 154
Managing inSync Share Content ................................................................................ 161
Managing AD Mappings .............................................................................................. 163
Managing High Availability of a Storage .................................................................... 172
Managing Administrators ........................................................................................... 183
Managing Your Administrator Account ..................................................................... 189
Managing inSync Settings ........................................................................................... 190
Configuring Network for inSync ................................................................................. 193
Managing Active Directories ....................................................................................... 199
Configuring Certificates for iOS Devices .................................................................... 201
Mass Deploying inSync Client .................................................................................... 206
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inSync 5.2 Private Cloud – Administrator’s Guide
Getting Started with inSync Admin
Console
Druva inSync is an enterprise level data backup solution that protects your organization's data residing
on various endpoints like laptops, desktops, smartphones, and tablets. It is a unified solution that
helps you to backup, restore, protect, and share your organization's data.
As an inSync administrator, you are responsible for configuring and managing the inSync setup for
your organization through the inSync Admin Console. This section introduces you to the frequently
used terms related to inSync and describes the inSync interface.
The topics described in this section are as follows.
Tasks Concepts Interface Descriptions
Logging On to the inSync
Admin Console
Understanding inSync
Frequently Used Terms
The inSync Admin
Console Interface
Responsibilities of an
inSync Administrator
Types of inSync
Administrators
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inSync 5.2 Private Cloud – Administrator’s Guide
Understanding inSync
Druva inSync is an enterprise level backup solution that helps you to backup, restore, protect, and
share your organization's data. inSync has the following features:
Endpoint Backup: Using inSync, you can backup data from various endpoints like laptops,
desktops, smartphones, and tablets. The backup process consumes very little bandwidth and
resources, and is completely non-intrusive. Users can access their backed up data any time
and from anywhere.
File Sharing and Collaboration: Using inSync, users in your organization can easily share files
and collaborate with each other in a secure way. As inSync administrator, you will have
visibility into all shared data.
Data Loss Protection: Using the inSync Data Loss Protection (DLP) feature of inSync, you can
encrypt data residing on various endpoints. You can also track the location of devices and
remotely delete sensitive data on lost or stolen devices.
Data Analytics: inSync provides you tools to analyze and identify usage trends, search for
files, and set up alerts to deal with various issues.
inSync follows the client-server architecture. The inSync Server setup is responsible for storing data
backed up from various endpoints. The inSync Client component has to be installed on all endpoints
that you want to backup and protect using inSync. The inSync Client will periodically backup data to
the inSync Server over LAN or WAN. The inSync Client also enables uses to share files and collaborate
with each other in a secure way.
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inSync 5.2 Private Cloud – Administrator’s Guide
Frequently Used Terms
This section describes the commonly occurring terminologies related to Druva inSync. Use the
following table to locate a term.
Main Term
Related Terms
Storages Disk Space
Health of a Storage
User Quota
Storage Compaction
Data Deduplication
Primary and secondary storages
Profiles --
Users --
Devices --
Data Backup and Restore Backup
Snapshot
Restore
inSync Share --
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inSync 5.2 Private Cloud – Administrator’s Guide
About Storages
In inSync, storage is a location where data backed up and shared from the user's devices are stored.
An inSync Server can have multiple storages associated with it.
Each storage in inSync requires three folders - a data folder, a database folder, and a database logs
folder. The data folder contains the actual data backed up from the user's devices. The database
folder contains an inSync database that stores the metadata of the backed up data. The information
stored in the database is essential for inSync to identify the data for each user. The database log folder
contains the log files related to all transactions that happens in the inSync database.
As long as you store less than 1 TB of data in a storage, you can use the same folder as the data folder,
database folder, and the database log folder. However, if you are planning to store more than 1 TB of
data in a storage, use separate folders for each. You can have the data folder on any storage media -
local hard drive, NAS, SAN. However, the database folder and the database log folders must always be
on the local hard drive. You must not use a networked or shared drive for your database folder and
database log folder.
Few frequently used terms related to storages are as follows:
Storage disk space
Storage health
User quota
Storage compaction
Data deduplication
Primary and secondary storages
Storage Disk Space
The storage disk space is the maximum amount of data that a storage can contain. The storage disk
space is defined when it is created. However, it does not mean that space equivalent to the defined
disk space is reserved on the media where the storage is created. The actual space occupied by a
storage increases with the increase in usage.
Storage Health
The health of a storage indicates its availability to inSync for storing data. A storage is considered to be
healthy as long as it is available for inSync to store data. If inSync cannot store data on a storage, or
transact with the inSync database, the storage is considered to be unhealthy.
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inSync 5.2 Private Cloud – Administrator’s Guide
There are many reasons for a storage to become unhealthy. The storage folders could have been
deleted, or the media on which the storage was created could have been disconnected from the
inSync Server. A storage is also indicated to be unhealthy if the backup or restore process on the
storage is interrupted.
User Quota
Quota is defined as the maximum data a user can back up or share at any instant.
To understand quota, consider a user who has two laptops. From the first laptop, all files from the My
Documents folder is being backed up. From the second laptop, all files from Desktop is being backed
up. inSync Share functionality is enabled for the user. Therefore, both laptops have an inSync
Share folder. For successful backups and share, the sum of all files in the My Documents, Desktop,
and inSync Share folder must be less or equal to the quota assigned to the user. If the sum exceeds
the quota assigned, backups and share will fail.
Note: While calculating the sum, inSync Share folder is considered only once irrespective of the
number of devices assigned to the user.
Storage Compaction
Storage compaction is the removal of expired data from a storage to condense the existing archive
and make space for new data. On inSync storages, compaction is run daily. Compaction is a time
consuming process. The time required for compaction increases with the increase in the amount of
data in the storage.
Compaction is a resource intensive process. As an administrator, you can select the time and duration
during which compaction is carried out every day. It is recommended that once every week you carry
out compaction of a storage for a longer duration than the daily compactions. For example, you can
schedule daily compactions to start at midnight and last for 6 hours. You also schedule a weekly
compaction that starts every Saturday at midnight and lasts for 36 hours. The longer duration of the
weekly compaction ensures that any data that is missed during the shorter daily compactions is
condensed.
Data Deduplication
Data deduplication is a specialized data compression technique for eliminating duplicate copies of
repeating data. In inSync, data deduplication happens at file level as well as the much granular block
level.
Because of data deduplication, the actual disk space occupied on a storage is much less than if the
same data was stored without deduplication. This disk savings is indicated by dedupe ratio. A 1:2.36
dedupe ratio indicates that if deduplication was not done, 2.36 times the current disk space would be
required in the storage for the backed up data .
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inSync 5.2 Private Cloud – Administrator’s Guide
Primary and Secondary Storages
In inSync Private Cloud, you can create two types of storages - primary and secondary. A secondary
storages acts as a standby for the primary storage to which it is linked. If the primary storage is down
for some reason, the secondary storage takes over ensuring seamless backup and restore experience
for the users. Primary and secondary storages have a 1:1 relationship. For more information, see About
High Availability.
About Profiles
In inSync, a profile is a container of configurations that are applicable for a set of users. The
configuration set in a profile is applied to all users assigned to that profile.
Configuring inSync for individual users can be time consuming, especially when your inSync installation
is being used for a large number of users. In an organization, there are always groups of users who
have similar requirements. By creating separate profiles that captures the requirements of these
groups, and then applying the appropriate profile to the users, you can minimize your efforts in
making changes.
For example, you think that, for your organization’s sales team, 200 MB quota per user will be
sufficient for inSync backup. So, you create a profile, called Sales, with the aforementioned quota and
assign it to all members of the sales team. However, after a month you observe that the members of
the sales team have much higher storage requirements than what you have assigned. Instead of
increasing the storage quota for each individual user, you just have to increase the storage quota in
the Sales profile.
Some of the properties that you can configure through a profile are as follows:
Storage quota for backup.
Ability of users to add devices.
Default folders and files that are always backed up for users.
Ability of users to add folders for backup.
Backup schedule.
Internet bandwidth used and CPU priority during the backup process.
Backup of mobile devices.
Backup retention duration.
Data loss protection policies for computers and mobile devices.
Ability of the users to use inSync share.
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inSync 5.2 Private Cloud – Administrator’s Guide
About Users
Users are individuals that use inSync to backup and share data from their devices. The administrator
creates inSync accounts for users. A user can use inSync to backup data from multiple devices.
To backup data from mobile devices, like smartphones or tablets, the inSync app must be must be
installed and activated on it. Only the user can install and activate the inSync app. Similarly, to backup
data from a laptop or a desktop, the inSync Client is required. Either the user or an administrator can
install and activate the inSync Client.
About Devices
Any equipment from which data can be backed up using inSync is termed as a device. inSync can be
used to backup data from laptops, desktops, smartphones, and tablets. A user can have multiple
devices backed up by inSync.
To backup data from mobile devices, like smartphones or tablets, the inSync app must be installed and
activated on it. Only the user can install and activate the inSync app. Similarly, to backup data from a
laptop or a desktop, the inSync Client is required. Either the user or an administrator can install and
activate the inSync Client.
The data backed up by inSync can be restored when required. Both the user and the administrator can
restore data on a device.
Data Backup and Restore
Data Backup
Backup is the process of copying and archiving of data from user devices to the inSync Server. If you
want to backup data from a mobile device, inSync app must be installed and activated on it. If you
want to backup data from a computer, inSync Client must be installed and activated on it. The user as
well as the administrator can configure the files and folders that will be backed up from a device. The
folders from which data is backed up are known as backup folders. Backups are scheduled to happen
at regular intervals. However, they can be triggered as and when required. During a backup, only the
data that has changed in the backup folders since the previous backup is uploaded to the inSync
Server.
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inSync 5.2 Private Cloud – Administrator’s Guide
Note: The minimum time interval between two scheduled backups is 5 minutes. However, files larger
than 128 MB can be backed up only after a 20 minute interval.
Snapshots
Whenever data is backed up from a device, a snapshot is created on the inSync Server. The snapshot
indicates the state of the backup folders at a particular point of time. It lists the files and folders that
were present in the backup folders when the device was being backed up. Snapshots are represented
by the date and time when the backup was taken.
Data Restore
Restore is the process of retrieving archived data from the inSync Server. It is useful when the user has
lost data from the backup folders or has lost the device itself. It is also useful when the user wants to
retrieve and older version of the file. In such a situation, the file is restored from the relevant snapshot
and not the latest one.
The user can restore data on any of his devices. The administrator can restore data on the device from
which it was backed up or on the inSync server.
About inSync Share
inSync Share is a functionality that allows uses of inSync to share data among their devices and with
others. When inSync Share is activated for a user, an inSync Share folder is created on all his devices.
Any file or folder stored in the inSync Share folder is accessible through any of the users device.
An inSync Share user can share folders with other inSync Share users in the organization. These shared
folders are inside the inSync Share folder and can have view or edit permissions.
An inSync Share user can also create download link for a file or folder inside the inSync Share folder.
The download link can be used by anybody to access the file or folder.
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inSync 5.2 Private Cloud – Administrator’s Guide
Responsibilities of an inSync Administrator
As an inSync administrator, your tasks start after the inSync Server has been installed in your
organization. Your responsibilities can be classified under the following broad categories:
Configuring inSync Monitoring inSync Managing inSync
You must configure inSync so that it
can be used in your organization.
The steps to configure inSync are
described in the topic Configuring
inSync Private Cloud.
You must regularly review the
inSync activities happening in your
organization. The inSync
dashboards, alerts, reports, and so
on are tools that help you monitor
inSync.
Monitoring activities are described
under the section Monitoring
inSync.
You must make changes to inSync
when required. For example, if you
observe that users associated with
a certain profile are backing up
more data than you previously
estimated, you may decide to
modify the profile and increase its
storage quota.
Managing activities are described
under the section Managing
inSync.
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Logging On to the inSync Admin Console
Before you begin: To access the inSync Admin Console, you will need the following information:
The IP address of the server where inSync Server is installed.
The port number required to access the inSync Admin Console.
Your email ID that is required to access the inSync Admin Console.
Your password that is required to access the inSync Admin Console.
If you are the first administrator for the inSync setup in your organization, request the person who
installed inSync Server to provide you the above information. If you have been assigned the role of an
administrator by another administrator in your organization, you would have received an email with
the above information.
To log on to the inSync Admin Console:
1. Open a Web browser.
2. Enter the URL required to access the inSync Admin Console in the http://:/ format.
Note: In the URL, use https instead of http if in inSync Network Settings secure communication has
been enabled for accessing the inSync Admin Console.
3. Enter the email ID and password required to access the inSync Admin Console.
4. Click Login.
The inSync Admin Console is displayed.
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inSync 5.2 Private Cloud – Administrator’s Guide
The inSync Admin Console Interface
Areas in the inSync Admin Console Interface
The following diagram displays the various areas of the inSync Admin Console.
Sr. No. Area Description
1 Navigation bar By clicking the various tabs on the navigation bar, you can
view the different screens on the inSync Admin Console. It
also contains the link to access the help files and log out of
the inSync Admin Console.
2 Side bar The side bar is displayed when the width of the internet
browser is more than 1024 pixels. It displays links to
frequently accessed screens and to download inSync Client.
The side bar is also used to display notifications.
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3 Pages This is the main working area on the inSync Admin
Console. Depending on the type of information
displayed, the inSync Admin Console pages are
classified into the following type:
Module pages
Manage pages
Details pages
Reporting pages
Module Pages
The module pages display information on various facets on inSync. This information helps you monitor
inSync and take corrective actions when required. These pages are accessed through the navigation
menu. There are five module pages – Dashboard, Backup, Restore, DLP, Share, and Analytics.
The following diagram displays the various areas on the module pages.
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inSync 5.2 Private Cloud – Administrator’s Guide
Sr. No. Area Description
1 Search user bar By clicking the various tabs on the navigation bar, you
can view the different screens on the inSync Admin
Console. It also contains the link to access the help files
and log out of the inSync Admin Console.
2 Filters The drop down lists are used to filter the entries
displayed in the Lists area. You can filter based on
profiles, storages, or a combination of both.
3 Graphs This area displays graphs that help you understand
various facets of inSync. All text in blue in the
Graph area are hyperlinks that take you to the
relevant manage page or details page.
4 Lists This area displays entries relevant for the selected
module. Entries are displayed under various tabs
and can be filtered using the filters or the search
user bar. All text in blue in the Lists area are
hyperlinks that take you to the relevant manage
page or details page.
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Manage Pages
The manage pages are used to perform various tasks on different inSync entities like storages,
profiles, users, and so on. These pages can be accessed through the Manage list on the navigation
menu.
Each manage page contains the list of relevant items. For example, the Users page contains the list of
all users of inSync in your organization. All text in blue on this page are hyperlinks that take you to the
relevant details page. For example, if you click a user name on the Users page, the user details page
for the selected user will be displayed.
Details Pages
The details pages display information about a single entity. These pages can be accessed through the
links on the module pages and manage pages.
The following diagram displays the various areas on the details pages.
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inSync 5.2 Private Cloud – Administrator’s Guide
Sr. No. Area Description
1 Graphs This area displays graphs that help you understand various
facets of the selected entity. All text in blue in the Graph
area are hyperlinks that take you to the relevant manage
page or details page.
2 Details This area displays information about the selected entity.
Information is displayed under various tabs. All text in blue
in the Lists area are hyperlinks that take you to the relevant
manage page or details page.
Reporting Pages
The reporting pages display information related to various activities, alerts, and reports for the inSync
setup. These pages can be accessed through the Reporting list on the navigation menu.
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inSync 5.2 Private Cloud – Administrator’s Guide
Configuring inSync Private Cloud
Primary Configuration Activities
Primary configuration activities include those configuration tasks that enables users of your
organization to start backing up and sharing data using inSync. Follow the steps in the sequence they
are listed in the table.
Step Activity Description
1 Configure network for
inSync
By configuring the network you define the IP address
and the port numbers required to access the inSync
Server.
For instructions, see Configuring Network for inSync.
2 Configure email for
inSync Server
Various inSync activities require inSync Server to send
emails to inSync users and administrators. For example,
when a new user is added to inSync, the user receives
the account information through email.
For instructions, see Configuring Email for inSync.
3 Create storage nodes Storage nodes are the servers that performs
backups or restores. They also contain the
storages where data backed up from user devices
are stored.
For instructions, see Creating a Storage Node.
4 Create storages Storages are needed to archive the data backed up
or shared from user's devices.
For instructions, see Creating a Storage.
5 Create profiles In inSync, profiles are containers of configurations
that are applicable to a group of users. Through a
profile you can define the files and folders that will
be backed up for users, the backup interval,
resource utilization, and so on.
For instructions, see Creating a Profile.
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6 Create users Users are individuals in your organization from
whose devices data will be backed up or
shared using inSync. As users are associated with
profiles, you must create a user only after creating
the relevant profile.
For instructions, see Creating a User.
7 Update inSync license By default, inSync Private Cloud is installed in an
evaluation mode. To use inSync beyond the
evaluation period, you must update its license.
For instructions, see Updating inSync License.
8 Installing SSL Certificate
for Restores
inSync Web interacts with inSync Server over a
secure HTTP connection. To facilitate this secure
interaction, a self-signed certificate is used on
inSync Server. However, because a self-signed
certificate is used, the users see an untrusted
certificate message on their Web browser when
they initiate a restore. It is therefore
recommended that you install an SSL certificate
signed a third-party Certificate Authority.
For instructions, see Loading Certificate and Key
for HTTPS Communication.
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inSync 5.2 Private Cloud – Administrator’s Guide
Supplementary Configuration Activities
The supplementary configuration activities are those that you may choose to follow or avoid
depending on your requirements. The various configuration activities that fall under this category are
listed in the table.
Activity
Description
Deploy inSync Clients on user's computers
Normally, inSync users are expected to install inSync
Client on their own computers. However, as an inSync
administrator, you can mass-deploy inSync Client and
automate the process of user creation through the
use of Active Directory.
For instructions, see Mass Deploying inSync Client.
Ensure high availability of storages
You can create high availability policies for storages.
By creating a high availability policy, you associate a
secondary storage with a primary storage and ensure
seamless backup and restore experience for users.
For instructions, see Creating a High Availability
Policy.
Create server and profile administrators
Create multiple administrators to manage the inSync
setup.
For instructions, see Creating a Server
Administrator and Creating a Profile Administrator.
Configure certificates for iOS devices
If you want to allow users to backup data from their
iPhones and iPads, you must obtain the appropriate
certificates and configure the inSync Server.
For instructions, see Configuring Certificates for iOS
Devices.
Co-brand inSync Client
Add your organization's name and logo on the inSync
Clients installed in your organization. Provide link to
custom help files and support information.
For instructions, see Co-branding inSync Client.
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Monitoring inSync
One of the responsibilities of an inSync administrator is to monitor the status of the storages, users,
devices, and so on, that are associated with inSync. When the need arises, the administrator must take
appropriate action to rectify an issue or improve inSync performance.
You can monitor the status of various entities in inSync through the following tools.
Users Activity Streams Alerts and Reports Diagnostics
Dashboard Page
Backup Overview Page
Restore Overview Page
DLP Overview Page
Share Overview Page
Data Analytics Page
Live Activities on
inSync Server
Activity Stream of a
User
Global Activity Stream
Administrator
Activities
Alerts
Reports
Server
Diagnostics
Server Logs
Module Pages
The module pages provide an overview of various functionalities of inSync. The various module
pages are as follows:
The Dashboard Page
The Backup Overview Page
The Restore Overview Page
The DLP Overview Page
The Share Overview Page
The Data Analytics Page
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The Dashboard Page
The Dashboard page provides an overall view of your inSync setup.
Information Displayed in the Summary Area
The Summary area displays the following information about the inSync setup.
Field
Description
Users
The number of users created for inSync and the
maximum number of users that can be created for
your inSync setup. For example, 2 [25] indicates that 2
users have be created out of the maximum possible
25.
Devices
The total number of devices, including desktops,
laptops, smartphones, and tablets, currently
associated with your inSync setup.
Dedupe Ratio
This is the ratio between the disk space occupied by
the backup data after deduplication and the total
data stored. For example, the storage may contain 1
GB of data. However, because of deduplication, only
341 MB of disk space is being occupied in the storage.
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inSync 5.2 Private Cloud – Administrator’s Guide
The deduplication ratio is then 1:3.
Diskspace Savings
The difference between the total data stored and the
disk space utilized.
Diskspace Savings Summary
Graphical representation of the total data stored and
the actual disk space occupied by the backup data.
Information Displayed in the Live Activities Area
The Live Activities area displays the following information about the inSync setup.
Field
Description
Backed Up Successfully
The number of devices for which the last backup was
successful.
Backup Failed
The number of devices for which the last backup
failed.
Backed Up With Errors
The number of devices for which some files were
missed during last backup.
Inactive
The number of devices that have not communicated
with the inSync server for a specific period or have
been deactivated.
Never Backed Up
The number of devices that have never been backed
up.
Device Backup Summary
Graphical representation of the backup status of all
devices.
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Information Displayed in the Server Usage Area
The Server Usage area displays the following information about the inSync setup.
Field
Description
Connections
The number of connections open to the inSync
Server.
CPU Usage
The percentage of available processing power being
utilized by inSync Server on the computer where it is
installed.
Bandwidth Usage
The number of devices for which some files were
missed during last backup.
Server Start Time
Date and time since when the server has been
running.
Connections in Past 24 hours
Graphical representation of the number of
connections made to the inSync Server in the past 24
hours.
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Information Displayed in the Share Summary Area
Note: Information in the Share Summary area are not displayed if you do not have inSync Share
license.
The Share Summary area displays the following information about the inSync setup.
Field
Description
Users Sharing
The number of inSync Share users and the maximum
number of users that can use the inSync Share
functionality. For example, 2 [25] indicates that 2
users of the maximum possible 25 are currently using
the inSync Share functionality.
Sharing Usage
The amount of data in the inSync Share folder of all
users.
Avg. Share Per User
The average data in the inSync Share folder of all
users.
Overall Share Activity
Number of folders and download links shared by
users.
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Information Displayed in the DLP Summary Area
Note: Information in the DLP Summary area are not displayed if you do not have DLP license.
The DLP Summary area displays the following information about the inSync setup.
Field
Description
Devices Traced
The total number of devices that are being traced
using the DLP functionality of inSync. The location of
the traced devices are indicated as dots on the world
map in the DLP Summary area.
Encrypted
The total number of devices on which the data in the
backup folders are encrypted.
Auto Delete Enabled
The total number of devices on which the data in the
backup folders will be automatically deleted if the
device does not connect to inSync for a specific
number of days.
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Information Displayed in the Storage Growth Area
Note: Information in the Storage Growth area are displayed only when you do not have inSync Share
or DLP license.
The Storage Growth area displays the following information about the inSync setup.
Field
Description
Healthy Storages
The number of storages available..
Storage Growth in last 1 month
Graphical representation of how data has increased in
the storages over the last one month.
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The Backup Overview Page
The Backup Overview page displays information about data backups from user devices.
Information Displayed in the Backup Summary Area
The Backup Summary area displays the following information about backups.
Field
Description
Users
Number of users created for inSync.
Devices
Total number of devices configured with inSync.
Total Backup Data
Total data that has been backed up from all devices
till date.
Backups in Progress
The number of backup activities that are in progress
now.
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Information Displayed in the Backup Statistics Area
The Backup Statistics area displays the following information about backups.
Field
Description
Backed Up Successfully
The number of devices for which the last backup was
successful.
Backup Failed
The number of devices for which the last backup
failed.
Backed Up With Errors
The number of devices for which some files were
missed during last backup.
Inactive
The number of devices that have not communicated
with the inSync server for a specific period or have
been deactivated.
Never Backed Up
The number of devices that have never been backed
up.
Device Backup Summary
Graphical representation of the backup status of all
devices.
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Information Displayed in the Total Backup Data By Profile Area
The graph shows the top five profiles based on the total data stored on inSync Server.
Information Displayed in the Details Area
The details area displays the list of devices distributed across the following tabs.
Field
Description
Backed Up Successfully
The number of devices for which the last backup was
successful.
Backup Failed
The number of devices for which the last backup
failed.
Backed Up With Errors
The number of devices for which some files were
missed during last backup.
Inactive
The number of devices that have not communicated
with the inSync server for a specific period or have
been deactivated.
Never Backed Up
The number of devices that have never been backed
up.
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The Restore Overview Page
The Restore Overview page displays information about data restores to user devices.
Information Displayed in the Restore Summary Area
The Restore Summary area displays the following information about restores.
Field
Description
Successful Restores
The number of devices for which the last backup was
successful.
Restores Failed
The number of devices for which the last backup
failed.
Data Restored
The number of devices for which some files were
missed during last backup.
Restores in Progress
The number of devices that have not communicated
with the inSync server for a specific period or have
been deactivated.
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Information Displayed in the Restore Types Area
The Restore Types area displays the following information about restores.
Field
Description
Self Restore
Number of restores initiated by the users.
Admin Restore
Number of restores initiated by the administrators.
Web Restore
Number of restores initiated by the users through the
inSync Web Client.
Mobile Restore
Number of restores initiated by users through their
mobile devices.
# Restores By Types Graphical representation of the number of restores
distributed across various types.
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Information Displayed in the Restore By Profile Area
The graph shows the top five profiles based on the number of restore made. For each profile total
data restored is also displayed. For example, 14 (30.67 MB) indicates that for the given profile, data
was restored 14 times and the total amount of data restored in 30.67 MB.
Information Displayed in the Details Area
The details area displays the list of all users. For each user, the following information is displayed.
Field
Description
User Name
The display name of the user.
Email
The email ID of the user.
#Devices
The total number of devices the user has configured
with inSync.
Usage (% Quota)
The data stored by the user and the percentage of
user quota utilized.
User Status
Status of the user. The possible values
are Enabled and Disabled.
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The DLP Overview Page
The DLP Overview page displays information about data loss prevention feature of inSync.
Information Displayed in the DLP Summary Area
The DLP Summary area displays the following information about data loss protection.
Field
Description
Devices Traced
Total number of devices that are being traced by
inSync.
World Map
Displays the location of the devices that are being
traced.
Expand Map
Enlarges the map.
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Information Displayed in the DLP Statistics Area
The DLP Statistics area displays the following information about data loss protection.
Field
Description
Normal
The number of devices for which auto-delete
functionality is either disabled or not on hold.
On Hold
The number of devices for which auto-delete
functionality is on hold.
On Alert
The number of devices from which data is about to be
deleted as the devices did not communicate with
inSync Server for a specified number of days.
Decommissioned
The number of devices already decommissioned.
Decommission in Progress
Status of the user. The possible values
are Enabled and Disabled.
DLP Statistics
Graphical representation of the number of devices in
various DLP states.
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Information Displayed in the Users With Area
The Users With graph shows the total number of devices for which device tracing, data encryption,
and automatic deletion of data has been enabled.
Information Displayed in the Details Area
The details area displays the list of devices distributed across the following tabs:
All devices: All devices for which DLP has been activated.
Traced: Devices that are being tracked by inSync.
Normal: Devices for which auto-delete functionality is either disabled or not on hold.
On Hold: Devices for which auto-delete functionality is on hold.
On Alert: Devices from which data is about to be deleted as they have not communicated
with the inSync Server for a specified number of days.
Decommissioned: Devices already decommissioned.
Decommission in Progress: Devices which are in the process of being decommissioned.
Field
Description
User Name
The display name of the user.
Device Name
The display name of the device.
Last Connected
The date when the device last connected with
inSync server.
Location
The present location of the device.
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Auto Delete
Status of auto-delete functionality for the device.
Encryption
Status of data encryption functionality for the
device.
DLP Status
Status of DLP functionality for the device.
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The Share Overview Page
The Share Overview page displays information about the Share feature of inSync.
Information Displayed in the Share Summary Area
The Share Summary area displays the following information about the inSync Share.
Field
Description
Users Sharing
The total number of users using the inSync Share
feature.
Total Share Data
The total data in the inSync Share folder of all
users.
Avg. Share Data Per User
Average data stored by users in the inSync Share
folder.
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Information Displayed in the Sharing Activity Area
The Sharing Activity area displays the following information about inSync Share.
Field
Description
# Shared Folder The number of shared folders created by inSync
users to collaborate on files.
# Links The number of download links created by inSync
users.
Sharing Activity
Graphical representation of the number of folders
and links shared by inSync users.
Information Displayed in the Total Share Data By Profile Area
The graph shows the top five profiles based on the total data stored in the inSync Share folder.
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Information Displayed in the Details Area
The details area contains two tabs:
The All Users tab displays the list of all users along with the following inSync Share details:
User Name: The name of the user.
# Shared Folder: The number of shared folders created by the user for collaboration
with other inSync Share users.
# Links: The number of download links created by the user.
Total Share Data: The amount of data in the inSync Share folder of the user.
Share Status: Status of Share functionality for the user. The possible values
are Enabled and Disabled.
The Global Activity Stream tab displays the list of all activities related to inSync Share. This list
can be filtered based on the activity types.
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The Data Analytics Page
The Data Analytics page displays information about the files being backed by through inSync.
Information Displayed in the Summary Area
The Summary area displays the following information about the files that have been backed up by
inSync.
Field
Description
Users
The number of inSync users.
Storages
The number of storages created for inSync.
Total Data
Total data backed up through inSync.
Total Number of items
Total number of files backed up through inSync.
Information Displayed in the Data By File Types Area
The Data By File Types area shows distribution of the data based on the file type like installables,
image files, medial files, and so on.
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Information Displayed in the # Files By Sizes Area
The # Files By Sizes area shows distribution of the data based on the size of the files.
Information Displayed in the Search and Analyze Area
The search and analyze area is used to find information about the data backed up on inSync Server.
You can search the backed up data based on various parameters like profile, user, file name, file size,
and so on. The search results are displayed in the search and analyze area itself or can be emailed to
your email address.
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Field
Description
Name
Name of the file.
User
The user to whom the file belongs.
Device
The device from which the file has been backed up.
Snapshot
The snapshot where the file is available.
Data Modified
The date when the file was last modified.
Size
The size of the file.
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Activity Streams
Activity stream displays the last 30 activities pertaining to some aspect of inSync.
Viewing Live Activities on inSync Server
The Live Activities page displays the backup and restore activities that are in progress now.
To view the list of live activities on inSync Server:
From the Reporting menu, select Live Activities.
The list of backup and restore activities that are in progress are displayed.
Note: The information displayed on the Live Activities page is automatically refreshed every 15
seconds. If you do not want the data to be automatically updated, click Pause Auto Refresh. Pausing
auto refresh of the Live Activities page does not affect the backup or restore activities. Just their
information is not updated on the page. To resume auto refresh, click Resume Auto Refresh.
Viewing Activity Stream of a User
Activity stream lists the recent activities of a user in the inSync Share folder.
To view the activity stream of a user:
1. From the Manage menu, select Users. The Manage Users page is displayed.
2. Click the user whose activity stream you want to view. The user details page is displayed.
3. Click the Activity Stream tab.
The activity stream for the user is displayed.
Viewing Global Activity Stream for inSync Share
To view the sharing activities of all users:
1. On the navigation bar, click Share. The Share Overview page is displayed.
2. Click the Global Activity Stream tab.
List of all sharing activities by all inSync Share users is displayed.
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You can filter the activities by the following activity types:
Folder shared: A folder was shared by a user with other inSync Share users for collaboration.
Folder unshared: A folder was removed from share by a user.
Collaborator added: A new user was added to the list of collaborators for a shared folder.
Collaborator removed: A user was removed from the list of collaborators for a shared folder.
Collaborator permission changed: Permission for a collaborator on a folder was changed
from View to Edit or from Edit to View.
Link created: A user created a download link for a file.
Link expired: A download link stopped being active.
Link deleted: A download link was deleted by the user.
Viewing Administrator Activities
As an inSync Administrator, you can monitor the activities of all inSync administrators. The Admin
Activity page displays the activity stream of all administrators for the past 30 days. You can filter the
activity stream based on the type of activity, for example profile related, storage related, and so on, or
based on the administrator.
To view the activity stream of all administrators:
From the Reporting menu, select Admin Activities.
The Admin Activities page is displayed. Use the filters on the top of the page to view activities of a
specific type or a specific administrator.
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Alerts
inSync has a list of pre-configured alerts that are sent out to its subscribers when certain conditions
are met. For example, if an user is about to exceed the assigned user quota, inSync will send out the
Low User Storage Available alert. On receiving this alert, you can either increase the user quota or
delete old snapshots of the user's devices from the storage. You can also ask the user to delete
unnecessary files from the backup and share folders. As an administrator, you can configure the
subscribers for each alert and view the alerts that you have subscribed for.
Types of inSync Alerts
inSync has the following types of alerts.
Alert
Description
Antivirus Activity Detected
Scan by an Antivirus on the inSync installation folders and the storage
folders can corrupt the data being backed up by inSync. Therefore the
folders must be added to the exclude list of the antivirus software that
your organization uses. This alert indicates that the inSync folders are yet
to be added to the exclude list.
Backup Success
Indicates that a backup was successful.
Checkpoint process is slow
This alert is sent if the database checkpoint process for a disk space
optimized storage becomes slower than the rate at which data is being
sent to it for backup by the inSync clients. In such cases, the inSync Server
stops new requests for backups and compaction till the situation
becomes normal. If the situation becomes critical, it may even stop the
existing backup and compaction processes.
This issue is observed if sub-optimal hardware is used to create a storage.
Compaction Completed
Indicates that compaction of a storage is complete.
DLP Auto delete Warning
inSync can be configured to automatically delete data from devices that
do not connect with the inSync Server for a specific period. This alert
indicates that data from a device will be deleted after one day.
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Initiating DLP Autodelete NOW
Indicates that autodelete of data from a device is about to start.
License Expiry
Indicates that the inSync license is about to expire.
Low Database Storage Available
Indicates that the data in the database folder of a storage has exceeded
the threshold.
Low Free Space Available
Indicates that the data on a storage has exceeded the threshold.
Low User Storage Available
Indicates that a user is about to exhaust the allocated user quota.
Misconfigured Backup Folder
The administrator can define folders that will mandatorily be backed up
from user devices. This alert indicates that the folder configured by the
administrator does not exist on the user's device.
Restore Status
Indicates that a restore was successful.
Storage Error
Indicates that inSync was unable to read or write data on a storage.
User Backup Inactivity
Indicates that data has not been backed up from a device for a specified
number of days.
Viewing Active Alerts
Alerts sent out by inSync are visible in the Active Alerts list. The alerts are retained in the list till the
issue is resolved.
To view the list of alerts sent by inSync:
1. From the Reporting menu, select Alerts. The Manage Alerts page is displayed.
2. Click the Active Alerts tab.
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The list of all alerts sent by inSync is displayed. You can filter the alerts based on the type of alert.
Modify Subscribers for an Alert
inSync sends alert notifications only to its subscribers. You can configure inSync to send specific alert
notification to specific administrators and users.
To modify the subscribers for an alert:
1. From the Reporting menu, select Alerts. The Manage Alerts page is displayed.
2. Click the Alert Subscriptions tab.
3. Select the alert for which you want to modify the subscribers and then click Edit. The Edit
Alert Notifications window appears.
4. In the Admins to be notified box, select the administrators who should receive the alerts.
5. If you want the affected user too to receive alerts, select Notify user.
6. Click Save.
Managing Reports
inSync provides the functionality to generate select reports. These reports help you better understand
the current state of your inSync setup and take appropriate actions.
Types of Reports
inSync is capable of generating the following types of reports.
Report
Description
Active Alerts
Displays the active alerts for the specified period. Active alerts are those alerts
that are yet to be resolved.
Alert History
Displays all alerts generated by inSync for the specified period.
Failed Backups
Displays all backup activities that failed during the specified period.
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Last Backup Status
Displays the status of the last backup taken from all devices during the specified
period.
Restore Activity
Displays all backup activities that took place during the specified period.
Sharing Usage
Displays the statistics around the use of inSync Share functionality.
Storage Status
Displays the statistics and alerts for all storages during the specified period.
Complete Report
Displays system information, license information, server statistics, and all other
reports for the inSync setup.
Viewing a Report
To view a report:
1. From Reporting menu, click Reports. The Manage Reports page is displayed.
2. Click the report you want to view.
The report is displayed.
By default, report for the last 30 days is displayed. You can use the Period list to filter the report. The
available options are:
Today
Since Yesterday
Last 7 Days
Last 15 Days
Last 30 Days
Last Month
Downloading a Report
You can download a report from inSync in either HTML or CSV format.
To download a report:
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1. From Reporting menu, click Reports. The Manage Reports page is displayed.
2. Select the report you want to download.
3. If you want to download the report in HTML format, click Download > Download HTML.
4. If you want to download the report in CSV format, click Download > Download CSV.
The report will be downloaded on your computer.
Receiving a Report through Email
From inSync, you can email a report to yourself in either HTML or CSV format.
To email a report:
1. From Reporting menu, click Reports. The Manage Reports page is displayed.
2. Select the report you want to email.
3. If you want to email the report in HTML format, click Email > Email HTML.
4. If you want to download the report in CSV format, click Email > Email CSV.
The report will be sent to your email address.
Scheduling Delivery of Reports through Emails
You can have inSync email you reports periodically in HTML or CSV format.
To schedule delivery of a report through email:
1. From Reporting menu, click Reports. The Manage Reports page is displayed.
2. Select the report for which you want to schedule email delivery and click Edit Email Schedule.
The window to create the delivery schedule appears.
3. Schedule the delivery of the emails as follows:
1. Select Enable Email Schedule.
2. Select the frequency of sending the report. It can be daily, weekly, or monthly.
3. For weekly and monthly delivery select the day on which you want the report.
4. Enter the time when the report will be sent.
5. Enter the format, HTML or CSV, in which the report will be sent.
4. Click Save.
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Server Diagnostics
Server diagnostics and logs help you to investigate and analyze any issue with your inSync setup.
When faced with an issue, you can download the server diagnostics and logs and peruse them to find
the root cause of the issue. When you approach the Druva support team with your issue, they too will
require your server diagnostics and log files to analyze the problem and recommend a solution.
Downloading Server Diagnostics
To download server diagnostics:
1. From Reporting menu, click Diagnostics. The Server Diagnostics page is displayed.
2. Under Server Diagnostics area, select the profile and users for whom you want to generate
the server diagnostics.
3. Click Save Server Diagnostics.
The server diagnostics is downloaded on your computer as a zip file.
Downloading Server Logs
To download server logs:
1. From Reporting menu, click Diagnostics. The Server Diagnostics page is displayed.
2. Under Server Logs area, click Download Server Logs.
The server logs are downloaded on your computer as a zip file .
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Managing inSync
As an inSync administrator, you are expected to make changes to the inSync setup to ensure that it
continues to function properly. The changes that you make will be based on your observations on
inSync usage in your organization.
As an administrator, you are responsible for the following activities:
Managing Storage Nodes
Managing Storages
Managing Profiles
Managing Users
Managing Devices
Managing Data Backup and Restore
Managing inSync Share Content
Managing AD Mappings
Managing High Availability of Storages
Managing Administrators
Managing Your Administrator Account
Managing inSync Settings
Mass Deploying inSync Client
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Managing Storage Nodes
Storage nodes are the servers that performs backups or restores. They also contain the storages
where data backed up from user devices are stored. As an inSync administrator, you are required to
create and manage the storage nodes that are configured to the master server.
The topics described in this section are as follows.
Tasks
Interface Descriptions
Creating a Storage Node
Viewing the list of Storage Nodes
The Manage Storage Nodes Page
The Storage Node Details Page
Viewing Details of a Storage Node
Modifying a Storage Node
Deleting a Storage Node
Creating a Storage Node
Creating a storage node connects it to the inSync master server.
Before you begin: Make sure that you have the registration key for the storage node. For more
information, see the inSync Private Cloud Installation Help - http://docs.druva.com/inSync/5.2/en-
US/onprem/pvt/install/documentation.html
To create a storage node:
1. From the Manage menu, click Storages Nodes. The Manage Storages Nodes page is
displayed.
2. Click Create New Storage Node. The Create New Storage Node window appears.
3. Enter the requisite details. For more information, see Fields in the Create New Storage Node
Window.
4. Click Create Storage Node.
The storage node is created.
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Fields in the Create New Storage Node Window
Field
Description
Storage node name
The name to identify the storage node
Primary IP (or) FQDN
The IP address or the fully qualified domain name of the server
where the storage node is installed.
Backup & sync port
The port number over which users will back up or synchronize data
with inSync server.
User web access port
The port number over which users can access inSync Web.
Storage node registration key
The registration key of the storage node.
Viewing the list of Storage Nodes
To view the list of storage nodes created for inSync:
From the Manage menu, click Storage Nodes.
The Manage Storage Nodes page is displayed. It contains the list of storage nodes created for inSync.
For each storage node, the following information is displayed:
The name of the storage node
The primary IP or the fully qualified domain name of the storage node
The port used for backup and sync activities
The port used by users to access inSync Web
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Viewing Details of a Storage Node
To view the details of a storage node:
1. From the Manage menu, click Storage Nodes. The Manage Storage Nodes page is displayed.
2. From the list of storage nodes, click the storage node for which you want to view the details.
The details page for the selected storage node is displayed. For more information on the information
displayed on the page, see The Storage Node Details Page.
Modifying a Storage Node
You can modify the following properties of a storage node:
The name of the storage node
The ports used for backup, sync, and inSync Web access
The SSL certificate used to secure communication with the storage node
The IP address or fully qualified domain name
Modifying the Storage Node Name or the Ports Used
To modify the name of the storage node or the ports used for backup, sync, and inSync Web access:
1. From the Manage menu, click Storage Nodes. The Manage Storage Nodes page is displayed.
2. From the list of storage nodes, click the node for which you want to modify the details. The
storage node details page is displayed.
3. Click Edit under General Information area. The Edit Storage Node window appears.
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.
4. Modify the node name and the port numbers as required.
5. Click Save.
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Loading Certificate and Key for HTTPS Communication
You can load an SSL certificate to enable secure transfer of data with the storage node.
Before you begin: Obtain an SSL certificate from a Certificate Authority and export it without the
private key to a folder on your computer.
To load SSL certificate:
1. From the Manage menu, Storage Nodes. The Manage Storage Nodes page is displayed.
2. From the list of storage nodes, click the node for which you want to load the SSL certificate.
The storage node details page is displayed.
3. Click the Load Certificate & Key link under General Information area and select the certificate
you want to load.
The certificate and public key is loaded to the storage node.
Modifying the IP Address or FQDN of the Storage Node
You can configure a list of IP addresses or fully qualified domain names that can be used to access the
storage node.
To modify the IP address or fully qualified domain name associated with a storage node:
1. From the Manage menu, Storage Nodes. The Manage Storage Nodes page is displayed.
2. From the list of storage nodes, click the node that you want to modify. The storage node
details page is displayed.
3. Click Edit under IP Address or FQDN Configuration area. The Edit Storage Node window
appears.
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4. Make modifications as required:
To modify an IP address, change the IP address or FQDN and select the network type.
To add an IP address or FQDN, click + Add IP Address or FQDN and then enter the
requisite details.
To remove an IP address or FQDN, click the delete icon next to the IP address or
FQDN.
Note: If you are adding multiple IP addresses or FQDN, select one of them as primary.
5. Click Save.
Deleting a Storage Node
Prerequisite: Before deleting a storage node, delete all storages attached to the storage node.
To delete a storage node :
1. From the Manage menu, click Storage Nodes. The Manage Storage Nodes page is displayed.
2. Select the storage node that you want to delete and click Delete. A message asking for your
confirmation appears.
3. Click Yes.
The storage node is deleted.
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The Manage Storage Nodes Page
The Manage Storage Nodes page lists all the storage nodes created for inSync. For each storage node,
the following information is displayed.
Field
Description
Storage node name
The name to identify the storage node
Primary IP (or) FQDN
The IP address or the fully qualified domain name of the server
where the storage node is installed.
Backup & sync port
The port number over which users will back up or synchronize data
with inSync server.
User web access port
The port number over which users can access inSync Web.
The Storage Node Details Page
General Information
The General Information area displays the following information about the storage node.
Field
Description
Storage node name
The name to identify the storage node
Backup & sync port
The port number over which users will back up or synchronize data
with inSync server.
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User web access port
The port number over which users can access inSync Web.
SSL Certificate
The SSL certificate used to secure the communication with the
storage node.
IP Address or FQDN Configuration
The IP Address or FQDN Configuration area displays the following information about the storage
node.
Field
Description
IP or FQDN
The list of IP addresses or fully qualified domain names required to
access the storage node.
Network Type
Indicates if an IP address or FQDN will be used to access the storage
node when the users are on a LAN or WAN. AUTO indicates that
inSync decides if the IP address or FQDN will be used under LAN or
WAN. In such cases, any connection with 20 ms or more TTL is
considered as a WAN-based connection.
Primary
Indicates the primary IP address or FQDN.
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Managing Storages
As an inSync administrator, you are required to create and manage the storages used by inSync to
backup data from user's devices. This section explains what storages are and describes all the tasks
you can perform related to storages.
The topics described in this section are as follows:
Tasks Concepts Interface Descriptions
Creating a Storage
Storages
The Manage Storages
Viewing the List of
Storage Disk Space
Page
Storages
Storage Health
The Storage Details Page
Viewing Details of a
Storage Compaction
Storage Properties
Storage
Data Deduplication
Fields in the Create New
Modifying a Storage
User Quota
Storage Wizard
Compacting a Storage
Deleting a Storage
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About Storages
In inSync, storage is a location where data backed up and shared from the user's devices are stored.
An inSync Server can have multiple storages associated with it.
Each storage in inSync requires three folders - a data folder, a database folder, and a database logs
folder. The data folder contains the actual data backed up from the user's devices. The database
folder contains an inSync database that stores the metadata of the backed up data. The information
stored in the database is essential for inSync to identify the data for each user. The database log folder
contains the log files related to all transactions that happens in the inSync database.
As long as you store less than 1 TB of data in a storage, you can use the same folder as the data folder,
database folder, and the database log folder. However, if you are planning to store more than 1 TB of
data in a storage, use separate folders for each. You can have the data folder on any storage media -
local hard drive, NAS, SAN. However, the database folder and the database log folders must always be
on the local hard drive. You must not use a networked or shared drive for your database folder and
database log folder.
Few frequently used terms related to storages are as follows:
Storage disk space
Storage health
User quota
Storage compaction
Data deduplication
Primary and secondary storages
Storage Disk Space
The storage disk space is the maximum amount of data that a storage can contain. The storage disk
space is defined when it is created. However, it does not mean that space equivalent to the defined
disk space is reserved on the media where the storage is created. The actual space occupied by a
storage increases with the increase in usage.
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Storage Health
The health of a storage indicates its availability to inSync for storing data. A storage is considered to be
healthy as long as it is available for inSync to store data. If inSync cannot store data on a storage, or
transact with the inSync database, the storage is considered to be unhealthy.
There are many reasons for a storage to become unhealthy. The storage folders could have been
deleted, or the media on which the storage was created could have been disconnected from the
inSync Server. A storage is also indicated to be unhealthy if the backup or restore process on the
storage is interrupted.
User Quota
Quota is defined as the maximum data a user can back up or share at any instant.
To understand quota, consider a user who has two laptops. From the first laptop, all files from the My
Documents folder is being backed up. From the second laptop, all files from Desktop is being backed
up. inSync Share functionality is enabled for the user. Therefore, both laptops have an inSync
Share folder. For successful backups and share, the sum of all files in the My Documents, Desktop,
and inSync Share folder must be less or equal to the quota assigned to the user. If the sum exceeds
the quota assigned, backups and share will fail.
Note: While calculating the sum, inSync Share folder is considered only once irrespective of the
number of devices assigned to the user.
Storage Compaction
Storage compaction is the removal of expired data from a storage to condense the existing archive
and make space for new data. On inSync storages, compaction is run daily. Compaction is a time
consuming process. The time required for compaction increases with the increase in the amount of
data in the storage.
Compaction is a resource intensive process. As an administrator, you can select the time and duration
during which compaction is carried out every day. It is recommended that once every week you carry
out compaction of a storage for a longer duration than the daily compactions. For example, you can
schedule daily compactions to start at midnight and last for 6 hours. You also schedule a weekly
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compaction that starts every Saturday at midnight and lasts for 36 hours. The longer duration of the
weekly compaction ensures that any data that is missed during the shorter daily compactions is
condensed.
Data Deduplication
Data deduplication is a specialized data compression technique for eliminating duplicate copies of
repeating data. In inSync, data deduplication happens at file level as well as the much granular block
level.
Because of data deduplication, the actual disk space occupied on a storage is much less than if the
same data was stored without deduplication. This disk savings is indicated by dedupe ratio. A 1:2.36
dedupe ratio indicates that if deduplication was not done, 2.36 times the current disk space would be
required in the storage for the backed up data .
Primary and Secondary Storages
In inSync Private Cloud, you can create two types of storages - primary and secondary. A secondary
storages acts as a standby for the primary storage to which it is linked. If the primary storage is down
for some reason, the secondary storage takes over ensuring seamless backup and restore experience
for the users. Primary and secondary storages have a 1:1 relationship. For more information, see About
High Availability.
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Creating a Storage
You can create two types of storages for inSync Private Cloud - primary and secondary. There is
practically no difference between the two storage types, except that a secondary storage stands in for
the primary storage to which it is configured when the latter is down. This ensures a seamless backup
and restore experience for the users.
Prerequisite:
Make sure that you have created the storage node for the storage. For more information,
see Creating a Storage Node.
Decide which folders you will use as the data folder, the database folder, and the database log
folder. For storage less than 1 TB size, same folder can be used as all three. For storages more
than 1 TB size, separate folders must be used. Remember that the database folder and the
database log folders must always be in the local hard drive.
For Linux systems, make sure that insync server has group and owner permissions on the
storage folders. The following command is used to change the owner and group
as insyncserver: $ sudo chown insyncserver:insyncserver
To create a storage:
1. From the Manage menu, click Storages. The Manage Storages page is displayed.
2. Click Create New Storage. A wizard to create storages appears.
3. Enter the requisite details on the following pages of the wizard.
General Storage Information page. For information on fields that appear on this
page, see General Storage Information.
Performance page. For information on fields that appear on this page,
see Performance.
Storage Compaction Schedule page. For information on fields that appear on this
page, see Storage Compaction Schedule.
4. On the last page of the wizard, click Finish.
The storage is created.
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Fields in the Create New Storage Wizard
General Storage Information
The fields displayed on the General Storage Information page of the storage creation wizard are as
follows.
Field
Description
Storage name
The name to identify the storage.
Storage type
Indicates if the storage is a primary storage or a secondary storage.
Storage node name
The storage node with which the storage is associated.
Data folder
The folder where backup data is stored. This field cannot be
modified.
Max. disk space
Maximum data that can be stored in the data folder.
Storage consumption alert
threshold
Disk space threshold for the storage beyond which alert messages
will be sent to inSync administrators informing them about low disk
space availability.
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Performance
The fields displayed on the Performance page of the storage creation wizard are as follows.
Field
Description
Provisioned users
The number of users linked to the storage.
Space allocated for data
The amount of data that the storage can contain.
Disk space used for data
The amount of data present on the storage now.
Deduplication ratio
This is the ratio between the storage space occupied by the backup
data after deduplication and the storage space required to store the
same data without deduplication. For example, the storage may
contain 1 GB of data. However, because of deduplication, only 341
MB of disk space is being occupied in the storage. The deduplication
ratio is then 1:3.
Total full backup data size
The sum of all snapshots for all users associated with the storage.
Total incremental backup data
size
The sum of data backed up by all users associated with the storage
without considering deduplication.
Current usage
The ratio between the amount of data present in the storage now
and the amount of data the storage can contain.
Database size
The amount of data in the database folder of the storage.
Hypercache hit rate
The frequency at which the files in the hypercache are accessed
during backups.
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Storage Compaction Schedule
The fields displayed on the Storage Compaction Schedule page of the storage creation wizard are as
follows.
Field
Description
Compact daily from
The start time and duration for the daily storage compaction. For
example, you may configure the compaction to start every day at
midnight and continue for the next 6 hours. The compaction process
for the storage will stop at 6:00 AM even if it is not complete.
Compact weekly on
The scheduled day for weekly compaction for the storage.
Compact weekly from
The start time and duration for the weekly storage compaction.
Viewing the List of Storages
To view the list of storages created for inSync:
From the Manage menu, click Storages.
The Manage Storages page is displayed. It lists all the storages created for inSync. To know more
about the fields that appear on the page, see The Manage Storages Page.
Viewing Details of a Storage
To view the details of a storage:
1. From the Manage menu, click Storages. The Manage Storages page is displayed.
2. From the list of storages, click the storage for which you want to view the details.
The storage details page for the selected storage is displayed. For more information on the
information displayed on the storage details page, see The Storage Details Page.
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Modifying a Storage
To modify a storage:
1. From the Manage menu, click Storages. The Manage Storages page is displayed.
2. From the list of storages, click the storage you want to modify. The storage details page of
the selected storage is displayed.
3. Click the appropriate tab based on the property you want to modify.
To modify the property... Click the tab... Area to edit...
Name of the storage Storage Information General Storage Information
Maximum data a storage can contain Storage Information General Storage Information
Disk space threshold for the storage
beyond which alert messages will be
sent to inSync administrators
informing them about low disk space
availability.
Storage Information
General Storage Information
Maximum number of parallel
connections to the storage
Storage Information
Performance
Cache size for the storage Storage Information Performance
Daily compaction schedule Compaction Schedule Storage Compaction Schedule
Weekly compaction schedule Compaction Schedule Storage Compaction Schedule
Disk space threshold for the storage
beyond which compaction will be
Compaction Schedule
Storage Compaction Schedule
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automatically triggered
Maximum data a storage can contain Storage Information General Storage Information
4. Click Edit and modify the appropriate fields depending on your requirements.
For more information on the fields that appear under the tabs, see Storage Properties.
5. Click Save.
Compacting a Storage
Storage compaction is the process of removing expired data from a storage and condensing the
existing archive to make space for new data. For more information see Storage Compaction.
To compact a storage:
1. From the Manage menu, click Storages. The Manage Storages page is displayed.
2. Select the storage that you want to compact and click Compact Now.
Compaction of the storage will start.
Deleting a Storage
Prerequisite: Before you delete a storage, remove all users provisioned to that storage.
To delete a storage:
1. From the Manage menu, click Storages. The Manage Storages page is displayed.
2. Select the storage that you want to delete and click Delete. Make sure that no users are
provisioned to the storage.
The storage is deleted.
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The Manage Storages Page
The Manage Storages page lists all the storages created for inSync. For each storage, the following
information is displayed.
Field
Description
Storage Name
The name to identify the storage.
Storage Type
Indicates if the storage is a primary storage or a secondary storage.
Storage Node
The storage node to which the storage is associated with.
Max. Size
The amount of data that the storage can contain.
Disk Space Used
The amount of data present on the storage now. The absolute value
as well as the percentage data occupied is displayed. For example,
747.26 MB (0.15%) indicates that the storage has 747.26 MB of data
which is 0.15% of its total capacity.
# Users Total number of users linked to the storage.
Storage Health
The health of the storage. The values displayed
are Healthy and Unhealthy.
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The Storage Details Page
The storage details page displays information about the storage. The information is displayed through
three graphs in the Graphs area and three tabs in the details area.
Information Displayed in the Summary Area
The Summary area displays the following information about the storage.
Field
Description
Storage Status
The health of the storage. The values displayed are
Healthy and Unhealthy.
Provisioned Users
Total number of users linked to the storage.
Disk Space Used
The amount of space being utilized on the storage.
Max. Size
The amount of data that the storage can contain.
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Information Displayed in the Usage Growth Area
The Usage Growth area displays the following information about the storage.
Field
Description
Share Data
The amount of data from the inSync Share folders from
user's devices.
Backup Data
The amount of data from the backup folders from user's
devices.
DB Data
The amount of data in the database folder of the storage.
Storage growth in last 1 month
Graph indicating how the amount of data has changed in the
storage during the last 30 days.
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Information Displayed in the Diskspace Savings Area
The Diskspace Savings graph displays the deduplication ratio by comparing the total data stored in the
storage and the actual diskspace utilized. It also displays the following information.
Field
Description
Dedupe Ratio
This is the ratio between the storage space occupied by the
backup data after deduplication and the storage space
required to store the same data without deduplication. For
example, the storage may contain 1 GB of data. However,
because of deduplication, only 341 MB of disk space is being
occupied in the storage. The deduplication ratio is then 1:3.
Diskspace Savings
The amount of storage space saved because of
deduplication.
Total data vs. disk space
Graph indicating the amount of data stored in the storage
against the actual storage space occupied because of
deduplication.
Information Displayed in the Details Area
The details area displays various properties of the storage. For more information, see Storage
Properties.
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Storage Properties
Storage Information
General Storage Information
The properties displayed in the General Storage Information area of the Storage Information tab are
as follows.
Field
Description
Storage name
The name to identify the storage.
Storage type
Indicates if the storage is a primary storage or a secondary
storage.
Storage node name
The storage node with which the storage is associated.
Data folder
The folder where backup data is stored. This field cannot be
modified.
Max. disk space
Maximum data that can be stored in the data folder.
Storage consumption alert
threshold
Disk space threshold for the storage beyond which alert
messages will be sent to inSync administrators informing
them about low disk space availability.
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Performance
The properties displayed in the Performance area of the Storage Information tab are as follows.
Field
Description
Database folder
Folder containing the inSync database. It must be different
from the data folder if the storage disk space is 1 TB or more.
Database log folder
Folder containing the log files for all the transactions
happening in the inSync database. It must be different from
the data folder if the storage disk space is 1 TB or more.
Max. parallel connections
The maximum number of parallel connections permitted to
the storage.
Hypercache
This field cannot be modified. It indicates the buffer memory
used to improve the I/O performance of the storage. It is
0.4% of the storage size.
Usage Statistics
The properties displayed in the Usage Statistics tab are as follows. These fields cannot be modified.
Field
Description
Provisioned users
The number of users linked to the storage.
Space allocated for data
The amount of data that the storage can contain.
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Disk space used for data
The amount of data present on the storage now.
Deduplication ratio
This is the ratio between the storage space occupied by the
backup data after deduplication and the storage space
required to store the same data without deduplication. For
example, the storage may contain 1 GB of data. However,
because of deduplication, only 341 MB of disk space is being
occupied in the storage. The deduplication ratio is then 1:3.
Total full backup data size
The sum of all snapshots for all users associated with the
storage.
Total incremental backup data
size
The sum of data backed up by all users associated with the
storage without considering deduplication.
Current usage
The ratio between the amount of data present in the storage
now and the amount of data the storage can contain.
Database size
The amount of data in the database folder of the storage.
Hypercache hit rate
The frequency at which the files in the hypercache are
accessed during backups.
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Storage Compaction Schedule
The properties displayed in the Storage Compaction Schedule area of the Compaction Schedule tab
are as follows.
Field
Description
Compact daily from
The start time and duration for the daily storage compaction.
For example, you may configure the compaction to start
every day at midnight and continue for the next 6 hours. The
compaction process for the storage will stop at 6:00 AM
even if it is not complete.
Compact weekly on
The scheduled day for weekly compaction for the storage.
Compact weekly from
The start time and duration for the weekly storage
compaction.
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Managing Profiles
As an inSync administrator, you are required to create and manage the inSync profiles. This section
explains what profiles are and describes all the tasks you can perform related to profiles.
The topics described in this section are as follows:
Tasks Concepts Interface Descriptions
Creating a Profile
Viewing List of Profiles
Viewing Details of a Profile
About Profiles The Manage Profiles Page
The Profile Details Page
Profile Properties
Modifying a Profile
Deleting a Profile
About Profiles
In inSync, a profile is a container of configurations that are applicable for a set of users. The
configuration set in a profile is applied to all users assigned to that profile.
Configuring inSync for individual users can be time consuming, especially when your inSync installation
is being used for a large number of users. In an organization, there are always groups of users who
have similar requirements. By creating separate profiles that captures the requirements of these
groups, and then applying the appropriate profile to the users, you can minimize your efforts in
making changes.
For example, you think that, for your organization’s sales team, 200 MB quota per user will be
sufficient for inSync backup. So, you create a profile, called Sales, with the aforementioned quota and
assign it to all members of the sales team. However, after a month you observe that the members of
the sales team have much higher storage requirements than what you have assigned. Instead of
increasing the storage quota for each individual user, you just have to increase the storage quota in
the Sales profile.
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Some of the properties that you can configure through a profile are as follows:
Storage quota for backup.
Ability of users to add devices.
Default folders and files that are always backed up for users.
Ability of users to add folders for backup.
Backup schedule.
Internet bandwidth used and CPU priority during the backup process.
Backup of mobile devices.
Backup retention duration.
Data loss protection policies for computers and mobile devices.
Ability of the users to use inSync share.
Creating a Profile
inSync comes with a pre-configured profile called Default. You can also create more profiles per your
requirements. There are two ways for creating a profile:
Creating a profile using a wizard.
Creating a profile based on an existing profile.
Creating a Profile Using a Wizard
To create a profile using the profile creation wizard:
1. From the Manage menu, select Profiles. The Manage Profile page is displayed.
2. Click Create New Profile. The Create New Profile wizard appears.
3. Enter the requisite details under each page of the wizard.
1. Enter basic information about the profile on the Summary page. For information
about the fields that appear on this page, see Profile Summary.
2. Define the folders and files from the user's computers that will be backed up on
the Laptop Backup Content page. For information about the fields that appear on
this page, see Laptop Backup Content.
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For information on how to include folders and files for backup, see Including Files and Folders
for Backup.
For information on how to exclude folders and files from backup, see Excluding Files and
Folders from Backup.
For information on how to include emails for backup, see Including Emails for Backup.
For information on how to include system settings for backup, see Including System Settings
for Backup.
3. Define the schedule for backing up data from user's computers and related
permissions. For information about the fields that appear on the page, see Laptop
Backup Schedule Area.
4. Define the network bandwidth consumed and CPU priority of the backup process.
For more information about the fields that appear on the page, see Laptop Backup
Resource Area.
5. Define the policies for accessing inSync through mobile devices and backing up
mobile devices. For information on the various fields that appear on the page,
see Mobile Access and Backup Area.
6. Define the schedule and resources used for backing up data from user's mobile
devices. For information on the various fields that appear on the page, see Mobile
Backup Schedule and Resources.
7. Define the retention and access policies for backups taken by inSync. For information
on the various fields that appear on the page, see Retention and Access Policies.
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8. Define the notification methods used on the user's personal computers and the
storages that may be used for storing user backups. For information on the various
fields that appear on this page, see Notifications and Storage.
9. Define the DLP functionalities that will be applied on user's devices. For information
on the various fields that appear on this page, see DLP.
10. Define the inSync Share functionalities that the user's associated with this profile can
use. For information on the various fields that appear on this page, see Share.
4. Click Finish on the last tab of the wizard.
The new profile is created and is displayed under Profiles List on the Manage Profiles page.
Including Files and Folders for Backup
The Laptop Backup Content tab gives you the ability select folders that will be backed up by inSync.
You can also define the files that will be backed up from the selected folders. If you do not select any
folder for backup, you must at least allow users to select files and folders per their requirement, else
inSync will not backup any data from user's personal computers.
As an administrator, you can:
Select folders from the default folder list provided by inSync and define the files that must be
backed up.
Add custom folders and files within those folders that must be backed up.
Including Folders from the Default List
To include folders from the default list of folders provided by inSync:
1. On the Laptop Backup Content tab, under Folders, select the folder that you want to back up.
The available options are Pictures, Desktop, All Drives, Music, Favorites, Office Templates, and
My Documents. When you select a folder, additional fields related to the selected folder are
displayed under the tab.
2. To make it mandatory for inSync to backup this folder, select Mandatory folder. If you do not
select this option, users will be able to remove this folder from being backed up by inSync.
Note: If a user removes any non-mandatory folder from the list, you cannot add it back for backup.
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3. If you expect the folder to contain more than 10,000 files, select Optimize for large number
of files.
4. Under Include Files, enter the files and file formats that you want to be backed up.
If you want all files in the folder to be backed up, select All Files.
If you want files of only certain formats to be backed up, clear All Files and then
select the file type that you want to back up. For example, if you want only image
files to be backed up, select Image files. File extensions of various image formats like
PSD, JPG, PNG, and so on appear in the text box. If you do not want PSD files to be
backed up, remove *.PSD from the text box.
If you want to back up just some specific files, or files of formats not available on the
user interface, type the file name and extension in the text box. For example, if you
want to back up all XML files and the document essential.pdf from the folder,
type *.xml;essential.pdf in the text box. Entries in the text box must be separated
using semicolon (;). There should not be any space between two consecutive entries.
5. To add other folders from the list, repeat steps 1 through 4.
1. Including Custom Folders
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To include folders that are not part of the default list provided by inSync:
1. On the Laptop Backup Content tab, click Add. A folder is added under Folders and new fields
related to the new folder are displayed under the tab.
2. In Folder to be backed up, type the path of the folder that you want to backup.
Note: You can add folders with relative paths including global variables
like %appdata%, %username%, %homedir%, or %userprofile% in the path. These variables will be
dynamically expanded to absolute path when applied on the client side.
3. To change the name given by inSync to the new folder, type the name of your choice in inSync
Id for the folder. The name must be enclosed inside double braces{{name}}.
4. To make it mandatory for inSync to backup this folder, select Mandatory folder. If you do not
select this option, users will be able to remove this folder from being backed up by inSync.
5. If you expect the folder to contain more than 10,000 files, or if you are backing up an entire
drive, select Optimize for large number of files.
6. Under Include Files, enter the files and file formats that you want to be backed up.
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If you want all files in the folder to be backed up, select All Files.
If you want files of only certain formats to be backed up, clear All Files and then
select the file type that you want to back up. For example, if you want only image
files to be backed up, select Image files. File extensions of various image formats like
PSD, JPG, PNG, and so on appear in the text box. If you do not want PSD files to be
backed up, remove *.PSD from the text box.
If you want to back up just some specific files, or files of formats not available on the
user interface, type the file name and extension in the text box. For example, if you
want to back up all XML files and the document essential.pdf from the folder,
type *.xml;essential.pdf in the text box. Entries in the text box must be separated
using semicolon (;). There should not be any space between two consecutive entries.
7. To add other folders, repeat steps 1 through 6.
Including Emails for Backup
Using inSync, you can back up the emails received by the users through a desktop email client.
To backup emails received by users:
1. On the Laptop Backup Content tab, under Folders, select Emails. Additional fields related to
emails appear.
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2. From the Select email client list, select the type of Email client the users will be using.
3. To make it mandatory for inSync to backup emails, select Mandatory folder. If you do not
select this option, users will be able to prevent inSync from backing up emails.
4. If you have selected Outlook 2003, 2007 & 2010 Advanced as the email client, and you want to
backup all the PST files used by this client as plain files, select Include pst files from all drives.
5. Under Include Files, make sure that Email files is selected. You can type additional file formats
that you want to backup in the text box.
Note:
The Outlook 2003, 2007, 2010 & 2013 Advanced option uses MAPI interface. It provides better e-mail
message level deduplication and faster backup and restore of PST files. Other mail options
synchronize e-mail files as plain files.
Do not choose Outlook 2003, 2007, 2010 & 2013 Advanced if you have configured MS Outlook with
IMAP.
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Excluding Files and Folders from Backup
The Laptop Backup Content tab gives you the ability exclude files and folders that will be backed up by
inSync from the user's personal computer. As an administrator, you can:
Exclude files and file types from being backed up from any folder.
Exclude files and file types from being backed up from select folders.
Exclude folders from being backed up.
Exclude Files and File Types Globally
To exclude files and file types from being backed up from any folder, follow the steps listed below.
1. On the Laptop Backup Content tab, click Global Exclusions. Additional fields appear.
2. Under Global Exclusions, enter the files and file formats that you want to be excluded during
backup.
If you want files of only certain formats to be excluded, select the file types. For
example, if you do not want image files to be backed up, select Image files. File
extensions of various image formats like PSD, JPG, PNG, and so on appear in the text
box. If you do not want PSD files to be included in the exclusion list,
remove *.PSD from the text box.
If you want to exclude just some specific files, or files of formats not available on the
user interface, type the file name and extension in the text box. For example, if you
want to exclude all XML files and the document nonessential.pdf from the folder,
type *.xml;nonessential.pdf in the text box. Entries in the text box must be
separated using semicolon (;). There should not be any space between two
consecutive entries.
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Exclude Files and File Types from Select Folders
To exclude files and file types from being backed up from folders that have been selected for backup,
follow the steps listed below.
1. On the Laptop Backup Content tab, under Folders, select one of the folders from which you want
to exclude files and file types during backup.
2. Under Exclude Files, enter the files and file formats that you want to exclude during backup.
If you want files of only certain formats to be excluded, select the file types. For example,
if you do not want image files to be backed up, select Image files. File extensions of
various image formats like PSD, JPG, PNG, and so on appear in the text box. If you do not
want PSD files to be included in the exclusion list, remove *.PSD from the text box.
If you want to exclude just some specific files, or files of formats not available on the user
interface, type the file name and extension in the text box. For example, if you want to
exclude all XML files and the document nonessential.pdf from the folder,
type *.xml;nonessential.pdf in the text box. Entries in the text box must be separated
using semicolon (;). There should not be any space between two consecutive entries.
3. To exclude files and file types from other folders, repeat steps 1 and 2.
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Exclude Folders
To exclude folders from being backed up by inSync, follow the steps listed below.
1. On the Laptop Backup Content tab, under Folders, select one of the folders (other
than Email) from which you want to exclude files and file types during backup.
2. Under Exclude Paths, enter the path to the folder that you want to exclude.
Note: Exclude Paths accepts only partial path without quotation marks. For example, the correct path
is \Program Files\Data and not “C:\Program Files\Data”. You can enter only one path at a time. Path
entries are case sensitive.
Including System, App Settings for Backup
About System, App Settings Backup
Using inSync, you can back up system, application, and user account settings from the following
operating systems:
Windows XP and above
Mac OS 10.6 and above
If System, App Settings are backed up, users get the option to restore their system, application, and
user account settings when activating inSync Client on additional or replacement devices.
The following settings are backed up once every seven days.
Settings
Description
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Network
Settings for LAN, WAN, and custom adaptors are backed up.
However, WAN passwords, internet connection sharing details,
shared network configurations, and software and hardware
bridge details are not backed up.
Email Client
For Windows, Outlook 2003 to 2010 settings are backed up. For
Macintosh, Apple Mail settings and address book are backed
up.
Web Browser
For Windows, settings for Internet Explorer 7 and above are
backed up. For Macintosh, Safari settings are backed up.
MS Office
For Windows, settings for MS Office 2003 to 2010 are backed
up.
User account settings
For Windows, regional settings, taskbar settings, folder options,
wallpaper settings, and so on, are backed up. For Macintosh,
passwords saved into keychain are backed up.
Note:
inSync does not back up settings for all users. It backs up the common computer settings and settings
specific to the user associated with the inSync account.
inSync backs up only those settings that have been modified by the user. Settings left to their defaults
are not backed up. During restores, for settings that have not been modified by the user, no change is
made to the defaults on the new device.
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System, App Setting Restores
When restoring System, App Settings, users must keep the following restrictions in mind.
Supported System, App
Settings Restores
Unsupported System, App Settings Restores
Windows XP to Windows
7, Windows 8
Windows 7 to Windows 7,
Windows 8
32-bit OS to 64-bit OS, or the reverse
Windows to Mac, or the reverse
Windows XP to Windows XP
Windows 8 to Windows 8
Higher version of OS to a lower version
Mac 10.6 to Mac 10.6
Lower version of Mac OS to a higher version
Mac 10.7 to Mac 10.7
MS Office to MS Office (different versions)
Mac 10.8 to Mac 10.8
Office 2013 settings
IE 7 to IE 7 and above
Windows or Mac user accounts password
MS Office to MS Office
(same version)
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Backing Up System, App Settings
To backup system settings:
On the Laptop Backup Content tab, under Folders, select System, App Settings.
Note: inSync users do not have the option of enabling or disabling system settings backup..
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Creating a Profile Based on an Existing Profile
When the profile that you want to create is marginally different from one of the existing profiles in
inSync, you can create a copy of the existing profile and then modify the required properties in the
copy to match your requirements.
To create a profile based on an existing profile, follow the steps listed below:
1. From the Manage menu, select Profiles. The Manage Profile page is displayed.
2. Select the profile that you want to copy and click Copy. The Copy Profile window appears.
3. Enter the name and a brief description of the new profile and click Copy. The new profile is
created and is displayed under Profiles List on the Manage Profiles page.
4. In the Profiles List, click the name of the new profile that you created. The profile detail page
is displayed.
5. Modify the different properties of the profile as required. For more information on modifying
different properties of a profile, see Modifying a Profile.
Viewing List of Profiles
To view the list of profiles in inSync:
From the Manage menu, select Profiles. The Manage Profiles page is displayed.
On the Manage Profiles page, the list of existing profiles are displayed under Profiles List. For more
information on fields that appear on this page, see The Manage Profiles Page.
Viewing Details of a Profile
To view the details of a profile in inSync:
1. From the Manage menu, select Profiles. The Manage Profiles page is displayed.
2. Under Profile List, click the profile for which you want to view the details.
The profile details page is displayed. For more information on the various areas in the profile details
page, see The Profile Details Page.
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Modifying a Profile
To modify a profile:
1. From the Manage menu, select Profiles. The Manage Profiles page is displayed.
2. Under Profile List, click the profile that you want to modify. The profile details page is
displayed.
3. Click the appropriate tab based on the property that you want to modify. For more
information on the properties managed through a profile, see Properties Managed through
Profiles.
4. Click Edit and modify the appropriate fields depending on your requirements. For more
information on the fields that appear under each tab, see Profile Properties.
5. Click Save.
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Properties Managed through Profiles
Through profiles, various properties associated with users and backups are managed. All these
properties are displayed in the details area of the profile details page. The following table shows the
distribution of properties across the tabs in the profile details page.
Tab Area Properties Controlled
Summary -- Name and description of
the profile.
Storage quota for each
user associated with the
profile.
Ability of users to
activate inSync on their
computers.
Number of devices each
user can back up using
inSync.
Laptop Backup Content Storage Information Files and folders that will
always be backed up
from user's computers.
Files and folders that will
never be backed up from
user's computers.
Backup of system
settings for Windows
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and Mac computers.
Ability of users to add
files and folders for
backup
Laptop Backup Schedule Laptop Backup Schedule Backup schedules.
Ability of users to modify
the backup schedule.
Ability of users to pause
and resume backups.
Automatically resume
paused devices at the
next scheduled backup.
Laptop Backup Schedule Laptop Backup Resources Network bandwidth
consumed by the backup
process.
CPU priority of the
backup process on user's
computers.
Ability of users to modify
network bandwidth
consumption and CPU
priority for backup
processes.
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Mobile Policies Mobile Access and Backup Allow inSync to be
accessed from mobile
devices.
Allow mobile devices to
be backed up and
protected through
inSync.
Select folders on mobile
devices that will be
backed up by inSync.
Allow users to select if
they want their mobile
devices to be backed up
or the folders on their
mobile devices that they
want to backup.
Mobile Policies
Mobile Backup Schedule and
Resources
Frequency of backups
from mobile devices.
Ability to use data
networks for backups
from mobile devices
when WiFi is not
available
Backup Policies Retention and Access Policies Number of days daily
backups will be retained.
Number of days weekly
backups will be retained.
Number of days monthly
backups will be retained.
Ability of users to restore
data using a Web
browser instead of the
inSync Client.
Ability of users to
prevent administrators
from accessing their
data.
Let users log on to
inSync using their active
directory passwords.
Force users to follow
system password policy
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when selecting the
password for their inSync
account.
Backup Policies Retention and Access Policies Display inSync icon on
the system tray of user's
computers.
Display notifications
from inSync on user's
desktop.
Configure the number of
days for which if a device
does not connects to the
inSync Server, it will be
flagged as inactive.
DLP DLP for Laptops Automatically delete
data from backup folders
if the computer does not
connect to inSync Server
for a specific number of
days.
Specify the number of
days for which if a
computer does not
connect to inSync Server,
data from the backup
folders will be deleted.
Specify the number of
days for which if a
computer does not
connect to inSync Server,
an alert about automatic
deletion of data will be
sent to the inSync
administrators.
Trace the location of the
computer.
Encrypt the data in the
backup folders of the
computer.
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DLP DLP for Mobiles Trace the location of the
computer.
Encrypt the data in the
backup folder on android
devices.
Share - Ability of users to use
inSync Share
functionality.
Number of versions to be
retained in inSync Server
for each file in the inSync
Share folder.
Ability to share files with
users associated with
other profiles in the
organization.
Ability of users to create
download links for files in
the inSync Share folder.
Number of days for
which a download link
will be active.
Deleting a Profile
Before you begin: Make sure that there are no users associated with the profile you want to delete.
To delete a profile:
1. From the Manage menu, select Profiles. The Manage Profiles page is displayed.
2. Under Profiles List, select the profile you want to delete and click Delete. A message for
confirming your decision to delete the profile appears.
3. Click Yes.
The selected profile is deleted.
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The Manage Profiles Page
The Manage Profiles page lists all the profiles created for inSync. For each profile, the following
information is displayed.
Field
Description
Profile Name
The name to identify the profile.
# Users The number of users associated with the profile
as well as the maximum number of users that can
be associated with the profile. For example, 1/5
indicates that at present only 1 user out of the
maximum 5 users is associated with the profile.
# Devices The total number of devices from all users
associated with the profile.
Avg. Data Per User
Average data being backed up by the users
associated with the profile.
DLP
Indicates if the data loss protection feature has
been activated for the profile. This functionality is
not available for your edition of inSync.
Mobile Backup
Indicates if mobile backup has been enabled for
users associated with the profile. The possible
status are Disabled, Mandatory, and Optional.
If Optional, the users can choose if they want to
backup data from their mobile devices even after
installing the inSync Mobile App.
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Share
Indicates if the inSync Share feature has been
enabled for the users associated with the profile.
The Profile Details Page
The profile details page displays information about the profile. The information is displayed through
three graphs in the Graphs area and tabs in the details area.
Information Displayed in the Summary Area
The Summary area displays the following information about the profile.
Field
Field
Users
Description
Description
The number of users associated with the profile
as well as the maximum number of users that can
be associated with the profile. For example, 1 [5]
indicates that at present only 1 user out of the
maximum 5 users is associated with the profile.
Devices
Total number of devices linked to the profile.
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Total Data
The amount of data backed up by users linked to
the profile.
Avg. Data Per User
The average amount data backed up by users
linked to the profile as well as the maximum data
each user can back up. For example, 72 MB
[Unlimited] indicates that at present each user is
storing on an average 72 MB of data. However,
there is no limit set to the amount of data each
user can store.
Information Displayed in the Backup Statistics Area
The Backup Statistics area displays the following information about the profile.
Field
Description
Backed Up Successfully
The number of devices linked to the profile from
which the last backup was successful.
Backup Failed
The number of devices linked to the profile from
which the last backup failed.
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Backed Up with Errors
The number of devices linked to the profile from
which few files were missed during the last
backup.
Inactive
The number of devices linked to the profile which
have not communicated with the inSync Server
for a certain number of days. The number of days
is configured by modifying the Mark device
inactive if not backed up for field in
the Notification and Storage area under
the Backup Policies tab on the profile details
page.
Information Displayed in the Top Users by Storage Consumption Area
The Top Users by Storage Consumption area displays the top five users associated with the profile
that have backed up maximum amount of data.
Information Displayed in the Details Area
The details area displays various properties of the profile. For more information, see Profile Properties.
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Profile Properties
Profile Summary
These properties are displayed while creating a profile as well as in the profile details page.
Field
Description
Profile name
The name to identify the profile.
Max. number of users
The maximum number of users that can be
assigned to the profile. 0 indicates that there are no
restrictions to the number of users that can be
assigned to the profile.
Quota per user
The maximum amount of data that can be in the
backup and inSync Share folder on user's devices. If
the folders contain more data than the specified
user quota, data will not be backed up or shared
from the devices.
Note: 0 indicates that the user has user has
unlimited quota. That means there is no restriction
on the amount of data that the user can backup.
Allow users to add devices
Permit users to activate inSync Client on their
computers. If not selected, you will have to activate
inSync Client on behalf of the users on their
computers.
Max. number of devices per user
This field is displayed when you select Allow users
to add devices. The total number of devices that
each user can backup using inSync. This includes
laptops, desktops, smartphones, and tablets.
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Profile Description
A short description about the profile. You may use
this field to describe the purpose for which the
profile was created.
Laptop Backup Content
These properties are displayed while creating a profile as well as in the profile details page.
Field
Description
Folders
Indicates the folders on the personal computer
that can be backed up by inSync. By default,
inSync displays Email, Pictures, Desktop, All
Drives, Music, Favorites, Office Templates, My
Documents, and System Settings. inSync will
backup contents only from the selected folders.
You can add custom folders to the list by
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clicking + Add.
Allow users to add folders
If selected, users will be able to indicate and add
the folders that they want to backup using
inSync.
Global Exclusions
Indicates the file types that will excluded when
data is being backed up by inSync. Depending on
the selected checkboxes, file extensions that will
be excluded during backup are displayed in the
text box. You can manually enter or remove
required files from the text box.
Mandatory Folder
This option appears when you select one of the
folders under Folders. If selected, users will not
be able to prevent inSync from taking backups
from the folder.
Optimize for large number of files
This option appears when you select one of the
folders, other than Email, under Folders. This
option should be selected if a folder is expected
to contain more than 10,000 files or an entire
drive is being backed up.
Include Files
This option appears when you select one of the
folders under Folders. It lists the files and file
types that will be backed up from the folder. Files
other than those mentioned in the text box will
not be backed up.
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Laptop Backup Schedule
Laptop Backup Schedule Area
These properties are displayed while creating a profile as well as in the profile details page.
Field
Description
Backup every
Indicates the interval between the end of an
automatic backup process from a device and the
start of the next backup process. For example, if
you set the backup interval as 2 hours, and the
backup process for a device came to an end at
13:00 hours, the next backup process for that
device will start at 15:00 hours.
Backup between
Indicates the time period between which
automatic backups will be taken from the
devices. For example, if you indicate that backup
be taken between 18:00 hours and 08:00 hours
every day, backup process will be initiated only
during that period.
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If you want to remove any time restriction on
taking automatic backups, set the same start and
end time.
Note: A backup process that has started during
the Backup between time period will continue
past the time restrictions if required. For
example, if the Backup between time period
ends at 08:00 hours, any ongoing backup process
at that time will not be abruptly stopped.
Never backup between
Indicates the time period between which
automatic backups will never be taken from the
devices. For example, if you indicate that backup
must never be taken between 08:00 hours and
18:00 hours every day, no backup process will be
initiated during this period and any ongoing
backup process will be paused.
If you want to remove any time restriction on
taking automatic backups, set the same start and
end time.
Backup at logoff/shutdown
If this option is selected, backup from the user's
computers will be triggers every time the user
logs off or shuts down the computer.
Laptop Backup Resources Area
These properties are displayed while creating a profile as well as in the profile details page.
Field
Description
Max bandwidth [LAN]
Indicates the maximum internet bandwidth that
inSync can use when the personal computers are
connected to a local area network. The maximum
bandwidth can be indicated in absolute terms or
as a percentage of the total available bandwidth.
Note: To remove any restrictions on the
bandwidth available for the backup process,
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enter 0 KBps, 0 MBps, or 0%.
Max bandwidth [WAN]
Indicates the maximum internet bandwidth that
inSync can use when the personal computers are
connected to a wide area network. The
maximum bandwidth can be indicated in
absolute terms or as a percentage of the total
available bandwidth.
Note: To remove any restrictions on the
bandwidth available for the backup process,
enter 0 KBps, 0 MBps, or 0%.
CPU priority
Indicates the priority that the operating system
on user's personal computer will assign to the
inSync backup process. A higher value indicates a
higher CPU priority compared to other processes
on the user's personal computer.
Note: Assigning a higher priority to the inSync
backup process may affect the performance of
other applications on the user's personal
computers.
Allow users to modify resource settings
If selected, the users will be able to assign the
maximum bandwidth and CPU priority for the
inSync backup process.
Note: Once a user has modified resource settings
for their personal computers, you will not be able
to force resource settings on that user even if
you change the Profile settings or move the user
to a different Profile.
Mobile Policies
Mobile Access and Backup Area
These properties are displayed while creating a profile as well as in the profile details page.
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Field
Description
Allow access from mobile devices
If this option is selected, users will be able to
browse their backed up data by installing inSync
Mobile App on their mobile devices.
Enforce PIN for mobile access
If this option is selected, users will have to set
and use a four digit security code every time they
try to access inSync Server using the inSync
Mobile App.
Enable mobile backup and device deactivation
This field is displayed when you select Allow
access from mobile devices. If this option is
selected, the users will be able to backup data
and activate data loss protection after installing
the inSync app.
If Optional is selected, the users will be
able to decide if they want inSync to
backup data from their mobile devices
and the folders they want to back up.
If Mandatory is selected, the mobile
device of the user will be forcefully
backed up.
Mobile apps / folders to backup
This field is displayed when you select Allow
access from mobile devices. Content from the
selected folders will be backed up if mandatory
backup of mobile devices is enabled.
Mobile Backup Schedule and Resources
These properties are displayed while creating a profile as well as in the profile details page.
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Field
Description
Backup every
Indicates the interval between the end of an
automatic backup process from a mobile device
and the start of the next backup process. For
example, if you set the backup interval as 2
hours, and the backup process for a mobile
device came to an end at 13:00 hours, the next
backup process for that device will start at 15:00
hours.
Use data network if wifi isn't available
If selected, inSync will backup data using the data
networks when a Wifi network is not available.
Note: The mobile service provider may charge
the user for the data used to take backup of the
mobile device.
Backup Policies
Retention and Access Policies
These properties are displayed while creating a profile as well as in the profile details page.
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Field
Description
Retain all backups for
Indicates the duration for which a backup will be
retained. At the end of the backup period, the
backup will be deleted from the inSync Server.
For example, if you specify the backup duration
as 5 days, a backup that was taken on January 6,
2013 will be deleted on January 11, 2013 (after 120
hours).
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Retain weekly backups for
Indicates the duration for which weekly backups
will be retained. At the end of the weekly backup
period, the weekly backup will be deleted from
the inSync Server.
Note: Weekly backup is the last backup taken on
the 7th day after the first backup, or the previous
weekly backup.
Retain monthly backups for
Indicates the duration for which monthly
backups will be retained. At the end of the
monthly backup period, the monthly backup will
be deleted from the inSync Server.
Note: Monthly backup is the last backup taken on
the 30th day after the first backup, or the
previous monthly backup.
Allow users to disallow admin access to data
If selected, users can choose to prevent inSync
administrators to restore data from their devices
on a server.
Note: Once a user has selected to prevent
administrators from accessing data,
administrators will not be able to restore data on
a server for that user even if you change the
Profile settings or move the user to a different
Profile.
Allow restore from a Web browser
If selected, users can restore data by accessing
their inSync account through a Web browser.
Use active directory password
If selected, the user access to inSync will be
authenticated through an active directory. The
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user will have to use the same password as
stored in the active directory to access inSync.
Active directory host IP
This field is displayed when you select Use active
directory password. It contains the IP address of
the server that contains the active directory that
must be used for user password verification.
Active directory port
This field is displayed when you select Use active
directory password. It contains the port number
required to access the active directory that must
be used for user password verification.
Use secure connection
This field is displayed when you select Use active
directory password. If selected, LDAP over SSL
will be used by inSync to access the active
directory.
Ignore system password policy for users
If selected, inSync will overlook the password
policies set by the organization when users are
creating password to access their inSync account.
For example, say your organization has set a
policy of using at least one special character
while creating password. This policy has been
implemented across all computers in your
organization. If the option to ignore system
password policy is not selected, inSync will not
accept any password from the user that does not
have at least one special character.
This option is not available if you have
selected Use Active Directory password.
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Notifications and Storage
These properties are displayed while creating a profile as well as in the profile details page.
Field
Description
Show inSync icon in system tray
If selected, the inSync icon will be displayed on
the system tray of the user’s computers.
Show desktop notifications
If selected, inSync will display important
information to users through desktop
notifications.
Mark device inactive if not backed up for
Indicates the number of days for which if a device
is not backed up, inSync will flag it as inactive.
This field can contain any value from 1 to 365.
Allow unlimited quota on all storages
If selected, an you can choose any of the
available storages while creating a user for the
Profile. The storage will be used to store backups
for the user. If not selected, you must configure
the storages that can be used by users assigned
to this Profile.
Attached Storages
This field is displayed when you clear Allow
unlimited quota on all storages. It indicates the
storages that you can choose while creating a
user for the Profile. It also indicates the data
volume restrictions imposed on those storages.
For example, you have a storage
called STRG0100 that has a capacity to store 100
TB of data. You have another storage called
STRG0050 that has a capacity to store 50 TB of
data. While configuring the profile PROX15, you
attach STRG0100 with 30 TB of data
and STRG0050 with 15 TB of data to the profile.
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In such a scenario, when you are creating a user
based on the PROX15 profile, you will get the
option to select STRG0100 with 30 TB space
and STRG0050 with 15 TB space to store the
user's data.
DLP
DLP For Laptops
Field
Description
Auto delete
If selected, data from the backup folders of the
computer will be automatically deleted if the
computer does not connect with inSync Server
for a specific number of days.
Auto delete folders if device does not connect
for
This field is displayed only when you select Auto
delete. Specifies the number of days for which if
the user's computer does not connect with the
inSync Server, data from the backup folders of
the computer will be deleted.
Alert if device does not connect for
This field is displayed only when you select Auto
delete. Specifies the number of days for which if
the user's computer does not connect with the
inSync Server, an alert will be sent to the inSync
administrators.
Device trace
If selected, the location of the user's computers
will be indicated on the world map in the DLP
Overview page.
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Encrypt
Choose if you want to encrypt all backup folders,
just the mandatory backup folders, or disable the
encryption functionality.
Select mandatory backup folders for encryption
This field is displayed only when you
select Mandatory Folders for Encrypt. Select the
folders that you want to encrypt.
DLP For Mobiles
Field
Description
Device trace
If selected, the location of the mobile device will
be indicated on the world map in the DLP
Overview page.
Encryption for android
If selected, data in the backup folders of the
user's android devices will be encrypted.
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Share
These properties are displayed while creating a profile as well as in the profile details page.
Field
Description
Enable Sharing
If selected, users associated with the profile will
be able to use the inSync Share functionality. The
inSync Share folder will be created on all their
devices.
# versions of a file to be retained This field is displayed only when Enable Sharing is
selected. Indicates the number of versions that
inSync Server will maintain of any file kept in the
inSync Share folder of user's devices.
Allow sharing with profiles
This field is displayed only when Enable Sharing is
selected. Users associated with the profile can
share files only with users associated with the
profiles selected in this field.
Enable link sharing
This field is displayed only when Enable Sharing is
selected. If selected, users associated with thee
profile can create download links for files in the
inSync Share folder.
Link expires in
This field is displayed only when Link expires in is
selected. Specifies the number of days for which
a download link created by a user associated with
the profile will be active.
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Managing Users
As an inSync administrator, you are required to create and manage the inSync users. This section
explains what users are and describes all the tasks you can perform related to users.
The topics described in this section are as follows.
Tasks Concepts I Interface Descriptions
Creating a User
Creating Users by Importing
Details from a CSV File
Creating Users by Importing
Details from an Active
Directory
Activating inSync Client for a
User
Viewing List of Users
Modifying Details of a User
Enabling and Disabling a User
Deleting a User
Resetting Password for a
User
Viewing Devices of a User
About Users The Manage Users Page
The User Details Page
User Properties
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About Users
Users are individuals that use inSync to backup and share data from their devices. The administrator
creates inSync accounts for users. A user can use inSync to backup data from multiple devices.
To backup data from mobile devices, like smartphones or tablets, the inSync app must be must be
installed and activated on it. Only the user can install and activate the inSync app. Similarly, to backup
data from a laptop or a desktop, the inSync Client is required. Either the user or an administrator can
install and activate the inSync Client.
Creating a User
Before you begin: Before you create a user, make sure that the desired profile and storage is available
for the user. For information on creating a profile, see Creating a Profile. For information on creating a
storage, see Creating a Storage.
To create a user:
1. From the Manage menu, select Users. The Manage Users page is displayed.
2. Click Create New. The Create New User window appears.
3. Enter the required details for the user. For more information, see Fields in the Create New
User Window.
4. Click Create User.
The user is created. An email is sent to the user with the inSync account details.
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Fields in the Create New User Window
The following fields must be filled while creating a user.
Field
Description
Email address
The email address of the user. The inSync
account details will be sent to the user at this
address.
Name
The display name for the user. The name cannot
be modified later.
Profile
The profile that the user will be associated with.
Storage
The storage on which backup data from the
user's devices will be stored.
User quota
The maximum amount of data that can be in the
backup and inSync Share folder on user's devices.
If the folders contain more data than the
specified user quota, data will not be backed up
or shared from the devices.
Note: 0 indicates that the user has user has
unlimited quota. That means there is no
restriction on the amount of data that the user
can backup.
Subject
The subject of the email sent to the user.
Body
The body of the email sent to the user. You can
modify the body of the email as required. Be sure
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to include the required variables in the email
body:
%USER% - The name of the user
%SERVERS% - The URL of the inSync
Server to which the inSync Client must
connect.
%MAIL% - The email ID required by the
user to log on to inSync.
%PASSWORD% - The password required
by the user to log on to inSync.
%CLINK% - The link on the Druva Website
from where the user can download
inSync Client.
Creating Users by Importing Details from a CSV File
You can create a group of users by providing their information through a CSV file. The CSV file must
contain the display names of the users and their corresponding email addresses. Once the users are
created you can choose to send activation emails to the users. Alternatively, you can download the
activation keys of the users and activate the inSync clients on their computers.
Prerequisite: Create the CSV file containing information about the users. The following image
indicates how user information must be provided in the CSV file.
To create users by importing their details from a CSV file:
1. From the Manage menu, select Users. The Manage Users page is displayed.
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2. On the Import button, click Import from CSV. The CSV Import wizard appears.
3. On the Select CSV File page, browse and select the CSV file that you want to import. User
information contained in the CSV file is displayed on the Select Users to Import page.
4. Select the users that you want to import and click Next. The Select Profile and Storage page
is displayed.
5. Select the profile, storage, and quota for the users, and then click Next. The list of imported
users is displayed on the Save and Send Keys page.
6. Send activation emails to users or download activation keys.
To send activation emails to users, select their names and then click Send Email.
To download activation keys for users, select their names and then click Save Keys.
The activation keys are downloaded on your computer.
7. Click Finish.
The users are created. The users who have received activation emails can activate their inSync Client
themselves. You must activate the inSync client for the users for whom you have downloaded the
activation keys. For more information, see Activating inSync Client on the User's Computer.
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Creating Users by Importing Details from an Active
Directory
If you are using active directories to store user details in your organization, you can create inSync users
by importing their details from the active directories. This will save you the effort of creating the users
individually. From an active directory, you can only import users with email addresses.
Creating users from an active directory is a multi-step process.
Step Description Topic
1 Register the active directory with inSync. Registering an Active Directory
2 Create the requisite AD mapping for importing user
details. In an AD mapping, you define the criteria
based on which users will be imported from the
AD. Each of these users will be assigned the profile,
storage, and user quota defined in the mapping.
Creating an AD Mapping
3 Create the users. You can choose to create users
manually or let the AD mapping import user details
periodically from the AD.
Manually Importing Users from Active Directory
Registering an Active Directory
To register an active directory account:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
3. In the Register AD Account area, click Register AD Account. The Register AD
Account window appears.
4. Enter the information about the active directory account you want to register.
5. Click Ok
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Active Directory Account Properties
The active directory account properties are required to configure an active directory account for
inSync.
Field
Description
Host
The host name of the computer containing the active directory
Port
The port number required to access the active directory
Username
The username required to access the active directory
Password
The password required to access the active directory
Use secure connection
Select it to enable connection to active directory using SSL
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Creating an AD Mapping
Before you begin: Make sure that the active directory from which you want to import user details is
registered with inSync. For more information, see Registering an Active Directory.
To create users by importing their details from an active directory:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Click Create New. The Create AD Mapping wizard is displayed.
3. On the AD Configuration page, enter the following details:
1. In AD mapping name field, enter the name that you want to assign to the AD
mapping.
2. In From AD field, select the active directory from which you want to import user
details. Additional fields will appear based on the configuration of your active
directory.
3. Select the Base DN, Organizational Unit, and AD Group from which you want to
import user details. If required enter details for Department and Country.
4. In Name to be used for creation, select if you want to use common name or logon
name as the user's name.
4. Click Next. The inSync Configuration page of the wizard is displayed.
5. Select the user profile, storage, and user quota that will be applied to the users imported
from the AD based on the filters set on the previous page.
6. Select how you want to import details from the AD and create the users:
If you want to manually import details from the AD to create users, do not
select Auto create/update users.
If you want the AD mapping to periodically (once every 24 hours) check the AD
and create or update users, select Auto create/update users.
click Finish.
The AD mapping is created and is available in the AD Mappings page.
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Manually Importing Users from Active Directory
Before your begin: Make sure you have created the appropriate AD mapping based on which you
want to import and create or update users. For more information, see Creating an AD Mapping.
To import users from the active directory:
1. From the Manage menu select AD Mappings. The AD Mappings page is displayed.
2. Select the AD Mapping based on which you want to import users and click Import Users Now.
The Import Users Now window appears.
3. Select the users you want to import and click Import Selected Users. The corresponding user
accounts are created in inSync.
4. Choose how you want inSync Client to be activated on user's computers.
If you want the users to activate inSync Client themselves, select their names and
click Send Email. The users will receive an activation email with the required
activation details.
If you want to activate inSync Client on user's computers using activation keys, select
the names of the users and click Save Keys. The activation keys are downloaded on
your computer. For information on how to activate inSync Client using activation
keys, see Activating inSync Client for a User.
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If you want to mass deploy inSync Client in your organization, do not click either
buttons. For information on mass deploying inSync Client, see Mass Deploying inSync
Client.
5. Click Done.
Activating inSync Client for a User
There are scenarios where you may have to activate inSync Client on the user's computer instead of
asking the user to activate the inSync client. For example, your organization's policy for providing
computers to new hires requires you to install and activate inSync Client on a computer before
handing it over to the employee. Or, the user has lost his laptop and you are required to reissue a new
laptop after activating inSync Client and restoring data on it.
Note: You can activate inSync Client on a Windows or Mac computer. Users with Linux computers
must activate inSync Client themselves.
Activating inSync Client on the user's computer is a two-step process:
Step 1: Download authentication keys for the user.
Step 2: Activating inSync Client on the user's computer.
Downloading Authentication Key for the User
To download the authentication key for the user:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Select the users whose authentication keys you want to download, and then on
the More button, click Download Authkeys. The Download Authkey window appears.
3. Select the user devices on which you want to activate inSync.
If the user does not have a device configured to inSync yet, No devices attached is
displayed.
If you want to add a new device for a user who already has devices configured to
inSync, select Add new device.
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If you want to replace a device for a user who already has devices configured to
inSync, select the device name.
4. Click Download Authkeys.
A file named inSyncUserKeys.zip is downloaded to your computer. It contains the authentication keys
for the devices of the selected users. The keys have the name .idk.
Activating inSync Client on the User's Computer
Prerequisite: To activate inSync client on a user's computer, the authentication key for the device is
required. If you have generated authentication key for a computer multiple times, the latest
authentication key is required. Keep the authentication key in a folder that is accessible from the
user's computer. Make sure that inSync Client is installed on the user's computer.
To activate inSync Client on the user's computer:
Operating
System
Procedure
Windows
Run the following command from the command prompt:
C:> cd "C:\Program Files\Druva\inSync\"
C:\Program Files\Druva\inSync> inSyncGUI.exe 'path\to\the\userkey.idk'
Note: In the code, replace Program Files with Program Files (x86) for 64-bit
Windows computers.
Macintosh 1. Copy the following lines of code on a text file and save the file on the
desktop as mac_load_key.sh.
#!/bin/bash
if [ ! –f “$1” ]; then
echo “The given authkey path is not valid”
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exit 0
fi
realpath() {
[[ $1 = /* ]] && echo “$1” || echo “$PWD/${1#./}”
}
killall inSync
pathApp=”/Applications/inSync.app/Contents/MacOS/inSync”
$pathApp -s $(realpath “$1”)
2. On the mac terminal, go to the desktop and run the following command.
Desktop$./load_key.sh /path/to/the/userkey.idk
Viewing List of Users
To view the list of users in inSync:
From the Manage menu, select Users. The Manage Users page is displayed.
On the Manage Users page, the list of existing users are displayed under Users List. For information
on the fields displayed on this page, see The Manage Users Page.
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Modifying Details of a User
As an administrator, you can modify the following details for a user:
The email address to which authentication details are sent to the user.
The profile associated with the user.
The user quota.
You cannot change the storage or the display name of the user.
To modify details of a user:
1. From the Manage menu, select Users. The Manage Users page is displayed.
2. Click the user whose details you want to modify. The user details page is displayed.
3. Under the Summary tab, in the User Summary area, click Edit. The Edit User window appears.
4. Modify the email address, profile, and user quota of the user as required.
5. Click Save.
Enabling and Disabling a User
Disabling a user has the following effects:
The user's license to use inSync is revoked.
The user cannot backup or share data using inSync.
The data backed up from the user's devices are retained in the storage.
The quota restrictions continue to apply.
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Only the inSync administrator can download the user's data, unless the user had revoked
access permission for the administrator.
Enabling the user resumes backups from his devices.
Disabling a User
To disable a user:
1. From the Manage menu, select Users. The Manage Users page is displayed.
2. Select the user you want to disable and then click Disable. A message requesting for
confirmation appears.
3. Click Yes.
The user is disabled.
Enabling a User
To enable a user:
1. From the Manage menu, select Users. The Manage Users page is displayed.
2. Select the user you want to enable and then click Enable. A message requesting for
confirmation appears.
3. Click Yes.
The user is enabled.
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Deleting a User
Deleting a user has the following effects:
The user's license to use inSync is revoked.
The user cannot backup or share data using inSync.
The data backed up from the user's devices are deleted from the storage.
On the user's devices, the shared folder inside the inSync Share folder are deleted.
To delete a user:
1. From the Manage menu, select Users. The Manage Users page is displayed.
2. Select the user that you want to delete and click Delete. A message requesting for
confirmation appears.
3. Click Yes.
The user is deleted from inSync.
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Resetting Password for a User
You can reset the inSync account password for users. This is helpful when the users have forgotten
their password and is unable to activate the inSync Client on their devices or log on to the inSync Web
client.
To reset the password for users:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Select the users for whom you want to reset the password.
3. On the More button click Reset Password. The Reset Password window appears.
4. Modify the subject and body of the email as required. Be sure to include the required
variables in the email body:
%USER% - The name of the user
%SERVERS% - The URL of the inSync Server to which the inSync Client must connect.
%MAIL% - The email ID required by the user to log on to inSync.
%PASSWORD% - The password required by the user to log on to inSync.
5. Click Reset Password. A message asking for confirmation appears.
6. Click Yes.
An email is sent to the user with the new password.
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Viewing Devices of a User
To view the list of devices configured to a user:
1. On the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose list of devices you want to view. The user details page is displayed.
3. Click the Devices tab.
The list of devices configured to the user is displayed. For information on the fields displayed on this
page, see User Properties.
The Manage Users Page
The Manage User page lists all the users created for inSync. For each user, the following information is
displayed.
Field
Description
User Name
The name used to identify the user.
Email
The email address of the user. Email alerts and notifications to the user
are sent to this email ID.
# Devices The total number of devices linked to the user.
Usage (% Quota)
The total data backed up by the user from all his devices. It also
displays the percentage of quota utilized.
DLP
Indicates if the data loss protection functionality of inSync has been
activated for the user.
Share
Indicates if the inSync Share feature has been enabled for the user.
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User Status
Indicates the status of a user. Enabled indicates that data is being
backed up from the users devices. Disabled indicates that data is not
being backed up from the user's devices.
The User Details Page
The user details page displays information about the user. The information is displayed through three
boxes in the Graphs area and tabs in the details area.
Information Displayed in the Quota Summary Area
The Quota Summary area displays the following information about the user.
Field
Description
Backup Data
Indicates the sum of data in the backup folders on all devices of the
user.
Share Data
Indicates the amount of data in the inSync Share folder on the user's
devices.
% Quota Used Indicates the percentage of quota utilized by the user.
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Quota Usage
It is the sum of the backup data and the share data.
Information Displayed in the DLP Summary Area
The DLP Summary area displays the number of user's devices that are being tracked by inSync. The
traced devices are displayed as points on the world map.
Information Displayed in the Activities Area
The Activities area lists the recent activities of the user. It also contains link to the user's activity
stream.
Information Displayed in the Details Area
The details area displays various properties of the user. For more information, see User Properties.
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User Properties
Summary
User Summary Area
The properties displayed under the User Summary area are as follows.
Field
Description
Name
The name to identify the user.
Email address
The email address of the user. Email alerts and notifications to the user
are sent to this email ID.
Profile
The profile to which the user has been linked to.
Storage
The storage to which the user is linked.
User quota
The maximum amount of data the user can back up on the inSync
server from all his devices.
User Status
The status of the user. The possible values are Enabled and Disabled.
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Profile Settings
The properties displayed under the Profile Settings area indicates the various features of the profile to
which the user is linked.
Field
Description
Allow users to add devices
Indicates the ability of user to activate inSync on his computers.
Max. devices
Indicates the total number of devices the user can backup using
inSync.
DLP
Indicates if the data loss protection functionality has been activated
for the user. This includes the device trace, auto delete, and encryption
features.
Share
Indicates if the inSync Share functionality has been activated for the
user.
Privacy settings
Indicates if the user can prevent the administrator from accessing his
data.
Mobile access
Indicates if the user can access inSync from his mobile devices.
Mobile backup/DLP
Indicates if the user can backup data on inSync from his mobile
devices.
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Usage Statistics
Quota Summary
The properties displayed under the Quota Summary area are as follows.
Field
Description
Usage
The amount of data in the backup and inSync Share folder on the
user's devices.
Backup data
Indicates the sum of data in the backup folders on all devices of the
user.
Share data
The amount of data in the inSync Share folder of the user.
% quota used The percentage of quota used by the user.
Usage Details
The properties displayed under the User Details area are as follows.
Field
Description
Total backup data
The storage space consumed by the user because of backups from all
devices.
Total share data
The storage space consumed by the user because of files in the inSync
Share folder.
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Links
The number of download links created by the user.
# Shared folders The number of folders shared by the users with other inSync Share
users
Devices
The Devices tab lists all the devices linked by the user to inSync. For each device, the following
information is displayed.
Field
Description
Device Name
The name to identify the device.
Last Completed Backup
The date and time when the last backup was taken from the device.
Backup Data
The data backed up from the device.
Last Backup Status
The status of the last backup. The options are Backed Up
Successfully, Backup Failed, Backed Up with Errors, Inactive, Never
Backed Up.
inSync Client Version
The version of inSync Client installed on the device.
Activity Stream
The Activity Stream tab lists the recent activities of the user in the inSync Share folder.
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Managing Devices
As an inSync administrator, you are required to manage the various devices that the users back up
using inSync. This includes disabling or deleting a device, or upgrading inSync Client on a device. This
section explains how you can manage user devices..
The topics described in this section are as follows.
Tasks Concepts I Interface Descriptions
Viewing Devices Configured
to inSync
Upgrading inSync Client
Installed on a Device
Putting Auto-delete On Hold
for a Device
Removing Auto-delete On
Hold for a Device
Enabling and Disabling a
Device
Decommissioning a Device
Deleting a Device
About Devices The Manage Devices Page
The Devices Details Page
Devices Properties
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About Devices
Any equipment from which data can be backed up using inSync is termed as a device. inSync can be
used to backup data from laptops, desktops, smartphones, and tablets. A user can have multiple
devices backed up by inSync.
To backup data from mobile devices, like smartphones or tablets, the inSync app must be installed and
activated on it. Only the user can install and activate the inSync app. Similarly, to backup data from a
laptop or a desktop, the inSync Client is required. Either the user or an administrator can install and
activate the inSync Client.
The data backed up by inSync can be restored when required. Both the user and the administrator can
restore data on a device.
Viewing Devices Configured to inSync
To view the list of devices configured to inSync:
From the Manage menu, click Devices. The Manage Devices page is displayed.
The Manage Devices page lists all the devices configured to inSync. For information on the fields
displayed on this page, see The Manage Devices Page.
Upgrading inSync Client Installed on a Device
If any of the devices configured with inSync has an older version of the inSync Client (5.0.1 onwards)
installed on it, you can upgrade the client to match the version of the inSync Server.
To upgrade inSync Client installed on devices:
1. From the Manage menu, click Devices. The Manage Devices page is displayed.
2. Select the devices for which you want to upgrade the inSync Client. Clients that can be
upgraded have the upgrade symbol ( ) next to the client version number.
3. Click Upgrade. A message requesting for confirmation appears.
4. Click Yes.
inSync Client installed on the devices will be upgraded to the version matching the inSync Server.
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Putting Auto-delete On Hold for a Device
You can configure a profile to activate the auto-delete functionality for devices. Under this
functionality, data from the backup folders on the devices are automatically deleted if the device does
not connect to the inSync Server for a specific number of days. However, there are cases where you
may want to put the auto-delete functionality on hold for a specific device. For example, one of the
users associated with the profile is going on a long vacation. In this case, the user's computer will not
be able to connect to the inSync Server for the duration of the vacation. So, you should put the autodelete
functionality on hold for the device.
To put the auto-delete functionality on hold:
1. On the navigation bar, click DLP. The DLP Overview page is displayed.
2. Under the Normal tab, select the device that you want to put on hold. Make sure
that Auto Delete is Enabled for the device.
3. Click Mark On Hold.
For the selected device, auto-delete functionality is put on hold.
Removing Auto-delete On Hold for a Device
To remove auto-delete functionality from hold:
1. On the navigation bar, click DLP. The DLP Overview page is displayed.
2. Under the On Hold tab, select the device that you want to put out of hold.
3. Click Mark Normal.
For the selected device, auto-delete functionality is resumed for the device.
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Enabling and Disabling a Device
Disabling a device stops backup of data from that device. However, data that has already been backed
up on the inSync Server is retained.
Disabling a Device
To disable a device:
1. From the Manage menu, click Devices. The Manage Devices page is displayed.
2. Select the device that you want to disable.
3. Click Disable. A message requesting for confirmation appears.
4. Click Yes.
The selected device is disabled.
Enabling a Device
To enable a device:
1. From the Manage menu, click Devices. The Manage Devices page is displayed.
2. Select the device that you want to enable.
3. Click Enable. A message requesting for confirmation appears.
4. Click Yes.
The selected device is enable.
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Decommissioning a Device
Decommissioning a device securely wipes out data from the backup and inSync Share folders of the
device. This is very useful in cases where you have lost the device and want to ensure confidentiality of
your organization's data.
To decommission a device:
1. On the navigation bar, click DLP. The DLP Overview page is displayed.
2. Under the All Devices tab, select the device that you want to decommission.
3. Click Decommission Device.
The decommissioning process for the device starts. Depending on the amount of data in the backup
folders, the decommissioning process may take some time.
Deleting a Device
Deleting a device removes it from the device list and also deletes all backed up data associate with the
device .
To delete a device:
1. From the Manage menu, click Devices. The Manage Devices page is displayed.
2. Select the device that you want to delete.
3. Click Delete. A message requesting for confirmation appears.
4. Click Yes.
The selected device is deleted.
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The Manage Devices Page
The Manage Devices page lists all the devices linked to inSync. For each device, the following
information is displayed.
Field
Description
Device Name
The name to identify the device.
User Name
The user to whom the device belongs.
Last Completed Backup
The date and time when data was last backed up from the device.
Backup Data
The data in the backup folder of the device.
Device Status
Indicates if the device is Enabled or Disabled. Data is not backed up
from a disabled device.
inSync Client Version
The version of inSync Client installed on the device. An arrow symbol
( ) next to the version number indicates that the client can be
upgraded.
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The Device Details Page
The device details page displays information about the device. The information is displayed through
three graphs in the Graphs area and tabs in the details area.
Information Displayed in the Summary Area
The Summary area displays the following information about the backups from the device.
Field
Description
Backup Data
The amount of data in the backup folder of the device.
Last Completed Backup
Indicates the time elapsed since the last backup taken from the device.
Last Backup Status
The status of the last backup from the device.
DLP Status
Indicates if DLP functionality is active for the user.
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Information Displayed in the Profile Settings Area
The Profile Settings area displays the following information about the device settings controlled
through a profile.
Field
Description
Backup Schedule
The interval between two consecutive scheduled backups from the
device.
Encryption
Indicates if the backup folders on the devices are encrypted or not.
Device Trace
Indicates if the location of the device is being tracked by inSync.
Autodelete
Indicates if the auto delete functionality is active for the device. If this
functionality is enabled, data from the backup folders of the device will
be automatically deleted if the device does not connect to inSync for a
specified number of days.
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Information Displayed in the DLP Summary Area
The DLP Summary area displays the location of the device on the world map if device tracing is
activated for it.
Information Displayed in the Details Area
The details area displays device and backup information under the Summary and DLP tabs. For more
information, see Device Properties.
Device Properties
Summary
Device Details
These properties are displayed in the device details page.
Field
Description
Device name
The name to identify the device.
User
The user to whom the device belongs.
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Profile
The profile associated with the user to whom the device belongs.
Last connected from
The IP address of the device when it last communicated with inSync
Server.
Device Status
Indicates if the device is Enabled or Disabled.
inSync Client version
The version number of inSync Client installed on the device.
Backup Summary
These properties are displayed in the device details page.
Field
Description
Last backup status
The status of the last backup from the device.
Backup data
The amount of data that has been backed up from the device during
the last backup.
Total backup data
The amount of data that has been backed up from the device.
Last completed backup
Number of days since the device was successfully backed up.
Files backed up
Number of files that were backed up from the device during the last
backup.
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Files missed
Number of files that could not be backed up from the device during
the last backup.
Backup start time
The date and time when the last backup started.
Backup end time
The date and time when the last backup completed.
Bytes transferred
Amount of data that was transferred from the device to the inSync
Server during the last backup.
DLP
DLP Details
These properties are displayed in the device details page.
Field
Description
Platform
Indicates the type of operating system on the device.
DLP profile
Indicates the profile to which the user of the device is linked.
Last connected on
The date and time when the device last connected with inSync Server.
DLP status
Indicates the DLP status of the device. The possible values
are Normal, On Hold, On Alert, Decommissioning in Progress, and
Decommissioned.
Map
A map with the last known device location is displayed on if device trace is activated for the device.
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Managing Data Backup and Restore
This section explains the process of backing up and restoring data from user devices.
The topics described in this section are as follows.
Tasks Concepts I Interface Descriptions
Backing Up Data from a
Data Backup and
--
Device
Restore
Restoring Data
Deleting Snapshots
Cancelling a Backup or
Restore
Data Backup and Restore
Data Backup
Backup is the process of copying and archiving of data from user devices to the inSync Server. If you
want to backup data from a mobile device, inSync app must be installed and activated on it. If you
want to backup data from a computer, inSync Client must be installed and activated on it. The user as
well as the administrator can configure the files and folders that will be backed up from a device. The
folders from which data is backed up are known as backup folders. Backups are scheduled to happen
at regular intervals. However, they can be triggered as and when required. During a backup, only the
data that has changed in the backup folders since the previous backup is uploaded to the inSync
Server.
Note: The minimum time interval between two scheduled backups is 5 minutes. However, files larger
than 128 MB can be backed up only after a 20 minute interval.
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Snapshots
Whenever data is backed up from a device, a snapshot is created on the inSync Server. The snapshot
indicates the state of the backup folders at a particular point of time. It lists the files and folders that
were present in the backup folders when the device was being backed up. Snapshots are represented
by the date and time when the backup was taken.
Data Restore
Restore is the process of retrieving archived data from the inSync Server. It is useful when the user has
lost data from the backup folders or has lost the device itself. It is also useful when the user wants to
retrieve and older version of the file. In such a situation, the file is restored from the relevant snapshot
and not the latest one.
The user can restore data on any of his devices. The administrator can restore data on the device from
which it was backed up or on the inSync server.
Backing Up Data from a Device
As an administrator you can force backup from a device. As long as the inSync Client on the device is
connected to the inSync Server, data will be backed up from it. The inSync Server administrator can
configure a primary storage and a secondary storage to contain user data. You can force backup from
a device to the primary storage or to the secondary storage.
To backup data from a device:
1. From the Manage menu, click Devices. The Manage Devices page is displayed.
2. Select the device from which you want to backup data.
3. On the Backup Now button, click To Primary or To Secondary depending on the storage
on which you want to backup data. A message asking for your confirmation appears.
4. Click Yes.
Data from the selected device is backed up.
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Restoring Data
As an administrator, you can restore the data backed up by users:
On the user's device you can restore data to the desktop, original location, or any other
folder. See Restoring Data on User's Devices.
If the user has given you appropriate permission, you can restore data to the inSync
Server. See Restoring Data on inSync Server.
The inSync Server administrator can configure a primary storage and a secondary storage to contain
user data. You can restore data from the primary storage or from the secondary storage.
Restoring Data on User's Devices
To restore data on user's device:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose data you want to restore. The user details page is displayed.
3. On the Restore button, click Restore Backup Data from Primary or Restore Backup Data from
Secondary depending on the storage from where you want to restore data. The Restore
Data window appears.
4. Select the file or folder that you want to restore as follows:
a. Select the device where the data you want to restore resides.
b. Select the snapshot from which you want to restore data.
c. Select the file or folder that you want to restore.
5. Click Restore to Device. The Restore to Device window appears.
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6. Select the device and the location where you want to restore the data.
a. Selecting Desktop will restore the data to the device's desktop.
b. Selecting Original Location will restore the data to the folder from which it was
backed up. This option is available only when you are restoring data to the device
from which it was backed up.
c. Select Custom Location and specify the path if you want to restore data to a folder of
your choice.
7. Click Ok.
The selected data is restored to the device.
Restoring Data on inSync Server
To restore user data on inSync Server:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose data you want to restore. The user details page is displayed.
3. On the Restore button, click Restore Backup Data from Primary or Restore Backup Data from
Secondary depending on the storage from where you want to restore data. The Restore
Data window appears.
4. Select the file or folder that you want to restore as follows:
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1. Select the device where the data you want to restore resides.
2. Select the snapshot from which you want to restore data.
3. Select the file or folder that you want to restore.
5. Click Restore on Server. The Restore to Server window appears.
6. Type the path or browse to the folder on the server where you want to restore the selected
data.
7. If you want to save the data as a zip file select Restore to ZIP file and then enter the name and
password for the zip file.
8. Click OK.
The selected data is downloaded to the specified folder on inSync Server.
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Deleting Snapshots
With time, more and more data is backed up by users. This goes on till the user consumes the entire
user quota and then the backups fail. In such cases you have two options as an administrator. The first
is to increase the user quota. The second is to delete the older snapshots of data for the user's
devices. Snapshots are created every time a device backs up data to the inSync server. Deleting a
snapshot deletes the unique data corresponding to the snapshot and frees up space for the user on
the inSync server.
The inSync Server administrator can configure a primary storage and a secondary storage to contain
user data. You can delete snapshots from the primary storage or from the secondary storage.
To delete a snapshot:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose snapshots you want to delete. The user details page is displayed.
3. On the Restore button, click Manage Snapshots of Primary or Manage Snapshots of
Secondary depending on the storage from which you want to delete snapshots. The Manage
Snapshots window appears.
4. Click the device whose snapshots you want to delete. The snapshots corresponding to the
device is displayed. Each snapshot is identified by the date and time when they were created.
5. Select the snapshots that you want to delete and click Delete Snapshot. A message asking for
confirmation appears.
6. Click Yes.
The selected snapshots are deleted.
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Cancelling a Backup or Restore
To cancel a backup or restore that is in progress:
1. From the Reporting menu, click Live Activities. The Live Activities page is displayed. It lists all
the backup and restore activities that are in progress.
2. Select the backup or restore activity that you want to cancel, and click Cancel.
The selected activity is cancelled.
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Managing inSync Share Content
This section explains the process of viewing and downloading inSync Share content of a user.
The topics described in this section are as follows:
Viewing inSync Share Content of a User
Downloading Files from inSync Share Folder of a User
Deleting a Download Link
Viewing inSync Share Content of a User
To view the contents in the inSync Share folder of a user:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose inSync Share folder content you want to view. The user details page is
displayed.
3. Click View Share Content.
The Manage Share Content window appears. It displays the content within the inSync Share folder of
a user. The content is distributed across the following three tabs:
All Content: It displays all files and folders in the user's inSync Share folder.
Shared Content: It displays those files that the user has shared with others in the
organization, or others have shared with the user.
Links: It displays the download links the user has created.
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Downloading Files from inSync Share Folder of a User
To download files from the inSync Share folder of a user:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose inSync Share folder content you want to download. The user details
page is displayed.
3. Click View Share Content. The Manage Share Content window appears.
4. Click the All Content tab and then select the file or folder that you want to download.
5. Click Download.
The selected file or folder is downloaded on your computer. Files are downloaded as is. Folders are
downloaded as a zip file.
Deleting a Download Link
To delete download link created by a user:
1. From the Manage menu, click Users. The Manage Users page is displayed.
2. Click the user whose download link you want to delete. The user details page is displayed.
3. Click View Share Content. The Manage Share Content window appears.
4. Click the Links tab and then select the download link you want to delete.
5. Click Delete Link.
The download link is deleted.
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Managing AD Mappings
Through an AD mapping, you define the criteria based on which users will be imported from an AD.
Each of these imported users are assigned the profile, storage, and user quota defined in the mapping.
The topics described in this section are as follows.
Tasks Concepts I Interface Descriptions
Creating an AD Mapping
Viewing List of AD Mappings
Viewing Details of an AD
Mapping
Modifying an AD Mapping
Name
Modifying the Profile,
Storage, and Quota
Associated with an AD
Mapping
Modifying How Users are
Imported through an AD
Mapping
Deleting an AD Mapping
-- The AD Mappings Page
The AD Mapping Details
Page
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Creating an AD Mapping
Before you begin: Make sure that the active directory from which you want to import user details is
registered with inSync. For more information, see Registering an Active Directory.
To create users by importing their details from an active directory:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Click Create New. The Create AD Mapping wizard is displayed.
3. On the AD Configuration page, enter the following details:
1. In AD mapping name field, enter the name that you want to assign to the AD
mapping.
2. In From AD field, select the active directory from which you want to import user
details. Additional fields will appear based on the configuration of your active
directory.
3. Select the Base DN, Organizational Unit, and AD Group from which you want to
import user details. If required enter details for Department and Country.
4. In Name to be used for creation, select if you want to use common name or logon
name as the user's name.
4. Click Next. The inSync Configuration page of the wizard is displayed.
5. Select the user profile, storage, and user quota that will be applied to the users imported
from the AD based on the filters set on the previous page.
6. Select how you want to import details from the AD and create the users:
If you want to manually import details from the AD to create users, do not
select Auto create/update users.
If you want the AD mapping to periodically (once every 24 hours) check the AD and
create or update users, select Auto create/update users.
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7. Click Finish.
The AD mapping is created and is available in the AD Mappings page.
Viewing List of AD Mappings
To view the list of AD mappings in inSync:
From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
On the AD Mappings page, the list of existing mappings are displayed under AD Mappings List. For
more information on fields that appear on this page, see The AD Mappings Page.
Viewing Details of an AD Mapping
To view the details of an AD mapping:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Under AD Mapping List, click the mapping for which you want to view the details.
The AD mapping details page is displayed. For more information on the various areas in the Ad
mapping details page, see The AD Mapping Details Page.
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Modifying an AD Mapping Name
To modify the name of an AD mapping:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Under AD Mapping List, click the mapping for which you want to change the name. The AD
mapping details page is displayed.
3. Under AD Configuration area, click Edit. The Edit window appears.
4. In the AD mapping name field, enter a new name for the mapping and click OK.
The name of the AD mapping is changed.
Modifying the Profile, Storage, and Quota Associated with an AD Mapping
To modify the profile, storage, and user quota associated with an AD mapping:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Under AD Mapping List, click the mapping that you want to modify. The AD mapping details
page is displayed.
3. Under inSync Configuration area, click Edit. The Edit window appears.
4. Modify the required details and click OK.
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Modifying How Users are Imported through an AD Mapping
Users can be imported periodically (once every 24 hours) or manually from an AD mapping.
To modify how users are imported through an AD mapping:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Under AD Mapping List, click the mapping that you want to modify. The AD mapping details
page is displayed.
3. Under inSync Configuration area, click Edit. The Edit window appears.
4. Select how users are imported through the AD mapping:
If you want to manually import details from the AD to create users, do not
select Auto create/update users.
If you want the AD mapping to periodically (once every 24 hours) check the AD and
create or update users, select Auto create/update users.
5. Click Ok.
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Deleting an AD Mapping
When deleting an AD Mapping, you can choose to:
Delete just the AD mapping. All users created using the AD mapping will continue to use
inSync.
Delete the AD mapping and disable all users that were created using the AD mapping.
Delete the AD mapping and delete all users that were created using the AD mapping.
To delete an AD mapping:
1. From the Manage menu, select AD Mapping. The AD Mapping page is displayed.
2. Select the AD mapping you want to delete and click Delete. A list of delete options appear.
3. Click the delete option based on your requirements:
If you just want to delete the AD mapping, click Delete Mapping only.
If you want to delete the AD mapping and disable all users created through it,
click Delete Mapping and Disable Users.
If you want to delete the AD mapping and delete all users created through it,
click Delete Mapping and Delete Users.
4. On the message asking for confirmation, click Ye
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The AD Mappings Page
The AD Mappings page lists all the AD mappings created for inSync. For each mapping, the following
information is displayed.
Field
Description
AD Mapping Name
The name to identify the AD mapping.
AD Server
The server on which the active directory resides.
AD Group
The AD group from which user details will be imported.
Profile
The profile that will be assigned to the users who are imported
through the AD mapping.
Storage
The storage that will be assigned to the users who are imported
through the AD mapping.
Auto create/update users
Indicates how user details will be imported from the AD. If Enabled,
user details will be fetched once every 24 hours from the AD. If
Disabled, you have to manually import user details from the AD to
create them.
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The AD Mapping Details Page
AD Configuration
The AD Configuration area displays the following information about the AD mapping.
Field
Description
Name
The name to identify the mapping.
AD server
The server on which the AD resides.
Base DN
The base distinguished name of the active directory.
Organizational unit
The organizational unit in the AD from which user details will be
imported.
AD group
The AD group in the AD from which user details will be imported.
Department
The department in the AD from which user details will be imported.
Country
The country in the AD from which user details will be imported.
Name to be used for
creation
The name type that is used to create the user. The options are
common name (cn) and Logon name.
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inSync Configuration
The inSync Configuration area displays the following information about the AD mapping.
Field
Description
Profile
The profile assigned to the users created through the AD mapping.
Storage
The storage assigned to the users created through the AD mapping.
Quota per user
The user quota assigned to the users created through the AD mapping.
Auto create/Update Users
Indicates how user details will be imported from the AD. If Enabled,
user details will be fetched once every 24 hours from the AD. If
Disabled, you have to manually import user details from the AD to
create them.
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Managing High Availability of a Storage
In inSync, you can ensure high availability of a primary storage by assigning a secondary storage to it.
The secondary storage takes over from the primary storage when the latter is unavailable for some
reason. To the users, backups and restore continue seamlessly. This section describes the high
availability functionality and the associated tasks.
The topics described in this section are as follows.
Tasks Concepts I Interface Descriptions
Creating a High
Availability Policy
Viewing List of High
Availability Policies
Viewing the Details of a
High Availability Policy
Modifying a High
Availability Policy
About High Availability The High Availability
Policy Details Page
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About High Availability
High Availability
High availability is a feature of inSync that ensures that backups and restores from the user’s devices
are not affected even when the primary storage is down. To use the HA functionality, you have to
create a secondary storage that will act as a backup of your primary storage. This ensures that even
when the primary storage is down, backups and restores continue seamlessly.
Data from user’s devices are backed up independently to the primary and secondary storages.
Backups to the primary storage follow the backup schedule defined in the user’s profile. Backup
schedule to the secondary storage is defined when linking it to a primary storage. However, when the
primary storage is down, backups to the secondary storage follow the backup schedule defined in the
user’s profile.
Seeding
To reduce the bandwidth consumed for transferring data from the user’s devices to the secondary
storage, you can utilize the seeding functionality of inSync. Under this functionality, modifications to
data are replicated from the primary storage to the secondary storage at regular intervals.
Backups to a secondary storage are not as frequent as a primary storage. Suppose, backup from a
user's device to the primary storage happens every 4 hours but the backup to the secondary storage
happens once every 24 hours. At the end of the day, the data that must be backed up from the user's
device to the secondary storage can be quite large. However, most of these changes are already
present in the primary storage. So, by seeding the changes from the primary to the secondary storage,
you can reduce the amount of data that must be transferred from the user's device to the secondary
storage.
Note: If you are upgrading to inSync Private Cloud 5.2, the HA functionality will be available only for
performance optimized storages.
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Creating a High Availability Policy
To ensure high availability of a primary storage you must create a high availability policy. By creating a
high availability policy:
You assign a secondary storage to a primary storage
Select if you want to seed data to the secondary storage from the primary storage
Before you begin: A primary storage can be associated with only one secondary storage. Similarly, a
secondary storage can be associated with only one primary storage. Create the secondary storage that
you want to associate with the primary storage. For more information, see Creating a Storage. It is
recommended that primary and secondary storages are located on separate storage nodes and are of
equal size.
To create a high availability policy:
1. From Manage menu, click High Availability. The Manage High Availability page is displayed.
2. Click Create New. The Create New HA wizard appears.
3. Enter the necessary information in the wizard:
i. On the HA Overview page of the wizard, link the primary and secondary storages and
create a schedule for backup to the secondary storage. For more information,
see Fields on the HA Overview Page.
ii.
On the Seeding Policy page, choose if you want to seed data from the primary
storage to the secondary storage and the frequency of seeding. For more
information, see Fields on the Seeding Policy Page.
4. Click Finish.
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Fields on the HA Overview Page
Enter the following information on the HA Overview page of the wizard.
Field
Description
Policy name
Enter a name to identify the high availability policy.
Primary Storage
Select the primary storage for which you are creating the high
availability policy.
Secondary Storage
Select the secondary storage that you want to associate with the
primary storage.
Backup to Secondary every
Select the frequency with which data will be backed up from user
devices to the secondary storage.
Fields on the Seeding Policy Page
Enter the following information on the Seeding Policy page of the wizard.
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Field
Description
Enable Seeding
Select if you want to enable seeding from the primary storage to the
secondary storage. If selected, all remaining fields on the page are
displayed.
Populate secondary
storage daily at
Select the start time and duration for daily seeding. For example, you
may configure the seeding to start every day at midnight and continue
for the next 6 hours. Seeding to the secondary storage will stop at
6:00 AM even if all changes have not been seeded.
Additionally, populate
weekly on
Select the day for the weekly data seeding from the primary storage to
the secondary storage.
Note: Daily seeding will not be triggered on the day weekly seeding is
scheduled.
Populate secondary
storage weekly at
Select the start time and duration for weekly seeding. For example,
you may configure the seeding to start every Saturday at midnight and
continue for the next 6 hours.
Use dedicated IP/FQDN for
destination
Select if you want to use a dedicated IP or fully qualified domain name
to seed the secondary storage. If not selected, you can only select
from the listed IP addresses in the IP/FQDN for destination field.
IP/FQDN for destination
Select or enter the IP or fully qualified domain name to seed the
secondary storage.
Limit bandwidth
consumption to
Specify the maximum bandwidth that can be used to seed the
secondary storage. To remove any restrictions on the bandwidth,
enter 0 KBps or 0 MBps,
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Viewing List of High Availability Policies
To view the list of high availability policies created for inSync:
From the Manage menu, click High Availability.
The Manage High Availability page is displayed. It contains the list of high availability policies created
for inSync. For each policy, the following information is displayed:
The name of the policy
The primary storage for which the policy has been created
The secondary storage assigned to the primary storage
The frequency of backup from user devices to the secondary storage
If data seeding from the primary storage to the secondary storage has been enabled
Viewing the Details of a High Availability Policy
To view the details of a high availability policy:
1. From the Manage menu, click High Availability. The Manage High Availability page is
displayed.
2. From the list of high availability policies, click the policy for which you want to view the
details.
The details page of the high availability policy is displayed. For more information on the information
displayed on the page, see The High Availability Policy Details Page.
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Modifying a High Availability Policy
You can modify the following properties of a high availability policy:
The name of the policy
The frequency of backup from user devices to the secondary storage
The seeding policy
Note: You can also delete a High Availability policy. Remember that when you delete a High Availability
policy, the secondary storage associated with the High Availability policy is also deleted.
Modifying the Policy Name or Frequency of Backup
To modify the name of the policy or the frequency of backup to the secondary storage:
1. From the Manage menu, click High Availability. The Manage High Availability page is
displayed.
2. From the list of high availability policies, click the policy for which you want to modify the
details. The policy details page is displayed.
3. Click Edit under HA Overview area. The Edit HA window appears.
4. Modify the policy name and the backup frequency as required.
5. Click Save.
Modifying the Seeding Policy
To modify the seeing policy:
1. From the Manage menu, click High Availability. The Manage High Availability page is
displayed.
2. From the list of high availability policies, click the policy for which you want to view the
details. The policy details page is displayed.
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3. Click Edit under Seeding Policy area. The Edit HA window appears.
4. Modify the seeding policy as required. For information on the fields that appear on the
window, see Fields to Modify the Seeding Policy.
5. Click Save.
Fields to Modify the Seeding Policy
Field
Description
Enable Seeding
Select if you want to enable seeding from the primary storage to the
secondary storage. If selected, all remaining fields on the page are
displayed.
Populate secondary
storage daily at
Select the start time and duration for daily seeding. For example, you
may configure the seeding to start every day at midnight and continue
for the next 6 hours. Seeding to the secondary storage will stop at
6:00 AM even if all changes have not been seeded.
Additionally, populate
weekly on
Select the day for the weekly data seeding from the primary storage to
the secondary storage.
Note: Daily seeding will not be triggered on the day weekly seeding is
scheduled.
Populate secondary
storage weekly at
Select the start time and duration for weekly seeding. For example,
you may configure the seeding to start every Saturday at midnight and
continue for the next 6 hours.
Use dedicated IP/FQDN for
destination
Select if you want to use a dedicated IP or fully qualified domain name
to seed the secondary storage. If not selected, you can only select
from the listed IP addresses in the IP/FQDN for destination field.
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IP/FQDN for destination
Select or enter the IP or fully qualified domain name to seed the
secondary storage.
Limit bandwidth
consumption to
Specify the maximum bandwidth that can be used to seed the
secondary storage. To remove any restrictions on the bandwidth,
enter 0 KBps or 0 MBps,
The Manage HAs Page
The Manage HAs page lists all the High Availability (HA) policies created for inSync. For each HA policy,
the following information is displayed.
Field
Description
HA policy name
The name to identify the HA policy.
Primary Storage
The name of the assigned primary storage.
Secondary Storage
The name of the assigned secondary storage.
Backup to Secondary
Set the frequency of data backup to secondary storage.
Seeding
Select to enable or disable seeding of data.
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The High Availability Policy Details Page
HA Overview
The HA Overview area displays the following information about the high availability policy.
Field
Description
Policy name
The name of the high availability policy.
Primary Storage
The primary storage for which the high availability policy has been
created.
Secondary Storage
The secondary storage assigned to the primary storage.
Backup to Secondary every
The frequency with which data is backed up from user devices to the
secondary storage.
Seeding Policy
The Seeding Policy area displays the following information about the high availability policy.
Field
Description
Enable Seeding
Indicates if data seeding has been enabled from the primary storage to
the secondary storage.
Seed daily at
The start time and duration for daily data seeding.
Seed weekly on
The day for the weekly data seeding.
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Seed weekly at
The start time and duration for weekly data seeding.
IP/FQDN for seeding
The IP address of the fully qualified domain name used to seed the
secondary storage.
Max. bandwidth for
seeding
The maximum bandwidth that can be used to seed the secondary
storage.
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Managing Administrators
This section explains the process of creating and managing administrators in inSync.
The topics described in this section are as follows.
Tasks Concepts I Interface Descriptions
Creating a Server
Administrator
Creating a Profile
Administrator
Viewing the List of
Administrators
Modify the Profiles
Managed by a Profile
Administrator
Modify the Display Name
of an Administrator
Reset Password for an
Administrator
Deleting an
Administrator
Types of inSync Administrators --
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Types of inSync Administrators
There are two types of administrators in inSync - the Server administrator and the Profile
administrator. The Server administrator can perform all activities required to configure, monitor, and
manage inSync. The Profile administrator has limited authority when compared to a Server
administrator. The following table describes the differences between the two roles.
Activities Server Administrator Profile Administrator
Monitor inSync through Dashboard
and other module pages.
Yes (for all profiles)
Yes (for assigned profiles only)
Create and manage storages Yes No
Manage profiles, users, and devices Yes (for all profiles) Yes (for assigned profiles only)
Creating and managing other
administrators
Yes
No
Configuring mobile credentials for iOS
devices
Yes
No
Configuring email network settings for
inSync
Yes
No
Modify alert subscriptions Yes No
View reports and server activities Yes Yes
View admin activities Yes No
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Creating a Server Administrator
To create a server administrator:
1. From the Manage menu, click Administrators. The Manage Administrators page is displayed.
2. Click Create Administrator. The Create New Account window appears.
3. Enter the display name and email address of the person whom you are assigning the server
administrator role.
4. From the Role list, select Server Administrator.
5. Click Ok.
A new server administrator is created and is listed under the Administrators List on the Manage
Administrators page.
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Creating a Profile Administrator
To create a profile administrator:
1. From the Manage menu, click Administrators. The Manage Administrators page is
displayed.
2. Click Create Administrators. The Create New Account window appears.
3. Enter the display name and email address of the person whom you are assigning the
profile administrator role.
4. From the Role list, select Profile Administrator.
5. In the Manage Profiles & Permissions area, select the profile that you want the
administrator to manage and select appropriate permissions (Edit profile, Add users,
Restore data) for the profile.
a. Click Attach Profile to assign multiple profiles to the administrator.
b. Click the remove icon to remove profiles from the administrator.
6. Click Ok.
A new profile administrator is created and is listed under the Administrators List on the Manage
Administrators page.
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Viewing the List of Administrators
To view the list of administrators:
From the Manage menu, click Administrators.
The Manage Administrators page is displayed. It lists all the administrators for your inSync setup.
Modify the Profiles Managed by a Profile Administrator
To modify the profiles managed by a profile administrator:
1. From the Manage menu, click Administrators. The Manage Administrators page is
displayed.
2. Click the profile administrator for whom you want to modify the managed profiles. The
profile administrator details page is displayed.
3. Under the Profiles Managed area, click Manage Profiles. The Manage Profiles window
appears.
4. Modify the managed profiles and associated permissions as required.
a. Click Attach Profile to assign multiple profiles to the administrator.
b. Click the remove icon to remove profiles from the administrator.
c. Select or clear the Edit profile, Add users, and Restore data check boxes to grant
appropriate permission to the profile administrator for the corresponding profile.
5. Click Ok.
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Modify the Display Name of an Administrator
To modify the display name of an administrator:
1. From the Manage menu, click Administrators. The Manage Administrators page is displayed.
2. Click the administrator whose display name you want to change. The administrator details
page is displayed.
3. Under the Summary area, click Edit. The Edit Administrator window appears.
4. Change the display name of the administrator.
5. Click Ok.
Reset Password for an Administrator
You can reset the password for any administrator. When you reset the password for another
administrator, an email is sent to the administrator with a random, system generated password.
To reset the password for an administrator:
1. From the Manage menu, click Administrators. The Manage Administrators page is
displayed.
2. Click the administrator for whom you want to reset the password. The administrator
details page is displayed.
3. Click Reset Password. A message for confirmation appears.
4. Click Yes.
An email with a random, system generated password is sent to the administrator.
Deleting an Administrator
To delete an administrator:
1. From the Manage menu, click Administrators. The Manage Administrators page is
displayed.
2. Select the administrator you want to delete and click Delete. A message asking for your
confirmation appears.
3. Click Yes.
The administrator is deleted and is removed from the Administrators List on the Manage
Administrators page.
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Managing Your Administrator Account
This section explains the modifications you can make to your own inSync administrator account.
The topics described in this section are as follows:
Modify Your Display Name
Change Your inSync Administrator Account Password
Defining Your Time Zone
Modify Your Display Name
To modify your display name:
1. Click My Accounts on the navigation bar. Your account details are displayed.
2. Click Edit. The Edit Administrator window appears.
3. Modify your display name as required.
4. Click Save.
Change Your inSync Administrator Account Password
To change your inSync administrator account password:
1. Click My Accounts on the navigation bar. Your account details are displayed.
2. Click Change Password. The Change Password window appears.
3. Enter your current and new passwords.
4. Click Ok.
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Managing inSync Settings
As an inSync administrator, you are required to manage various inSync settings that are essential for
its functions. This includes the email, network, certificates, and other settings. This section explains
the purpose of each setting and how you can configure them.
The topics described in this section are as follows:
Configuring Email for inSync
Customizing Email Messages Sent by inSync
Configuring Network for inSync
Managing Active Directories
Configuring Certificates for iOS Devices
Updating inSync License
Co-branding inSync Client
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Configuring Email for inSync
Various inSync activities require inSync to send emails to its users and administrators. For example,
when new users or administrators are added to inSync, they receive their account information through
an email from inSync. To help inSync send the emails, an email account must be configured for it.
To configure an email for inSync:
1. In the Manage menu, click Settings. The Settings page is displayed.
2. Click the Email Settings tab.
3. Under the Email Setup area, click Edit. The Email Settings window appears.
4. Enter the SMTP details for the email ID that you want to configure for inSync and click
Save. For more information about the fields, see Email Settings Properties.
5. Click Save.
The email address for inSync is configured. inSync will send a test email to the configured email
address.
Email Settings Properties
The email settings properties are required to configure an email for inSync.
Field
Description
SMTP server
The SMTP server address for the email ID. For example, if you want to
use a Gmail address for inSync, the SMTP server address is
smtp.gmail.com.
SMTP port The port number used by the SMTP server. The default value is 25.
SMTP username
The email address for inSync.
SMTP password
The password required to access the email ID.
Use secure connection
Select if TLS/SSL is required for email communication.
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Customizing Email Messages Sent by inSync
Email message customization affects the emails sent by inSync to inSync users. You can customize the
email messages as follows:
Add an email ID to receive responses to emails sent by inSync.
Add a sender name to the emails sent by inSync.
Add an email signature.
To customize email messages sent by inSync:
1. In the Manage menu, click Settings. The Settings page is displayed.
2. Click the Email Settings tab.
3. Under the Email Message Customization area, click Edit. The Email Message
Customization window appears.
4. Make necessary changes to the fields on the Email Message Customization window:
a. Reply to - Email ID to receive the responses to emails sent by inSync.
b. Sender name - The name under which emails from inSync will be sent.
c. Signature - Email signature on the emails sent by inSync.
5. Click Save.
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Configuring Network for inSync
As an inSync administrator, you can define the IP addresses and the port numbers that are required to
access the inSync Server. You can also define if the inSync service should run as Local System account
or under a specific user name. The latter is required if you want to identify the inSync Server processes
or if you intend to use network attached storages to store the backup data.
Configuring Network Settings for inSync
When configuring the network settings, you specify the port numbers that are required to access
inSync Server. Before you begin, make sure that the port numbers that you are about to assign to
inSync Server are free.
To configure the network settings:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the Network tab.
3. In the Network Settings area, click Edit. The Network Settings window appears.
4. Modify the properties as required. For more information about the properties,
see Network Settings Properties.
5. Click Save.
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Network Settings Properties
The network settings properties are required to configure the port numbers for the inSync Server.
Field
Description
Backup/sync port
Through this port the inSync Server accepts backup and inSync share
data from the inSync clients. By default, inSync uses the 6061 port for
this purpose.
Admin UI port
This port is used to access the inSync Admin Console. By default, the
6065 port is used for this purpose.
HTTPS for the web UI
If selected, the inSync Admin Console can only be accessed over
secure HTTP (HTTPS) connection. You must upload the certificate and
key required for communication over HTTPS.
Note: This same certificate and key will also be used for
communication between inSync restore interface and inSync Server.
For more information, see Loading Certificate and Key for HTTPS
Communication.
User web access port
This port is used to access the inSync Web UI. By default, the 443 port
is used for this purpose.
User web access URL
Through this URL, inSync users can access the inSync Web UI. It must
be in the format :.
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Loading Certificate and Key for HTTPS Communication
You can secure the communication between inSync Server and the browser through which you are
accessing it by using the HTTPS protocol. If secure communication is enabled, users must
user https:// to access the inSync Web interfaces. If you decide to use HTTPS, you must first acquire a
certificate and upload it to inSync Server. The certificate used serves two purposes:
It secures the communication between the inSync Admin Console and the inSync Server.
Resolves the untrusted certificate message that is displayed when users initiate restores.
Requests from users to restore data are routed through inSync Web. inSync Web interacts
with inSync Server over a secure HTTP connection. To facilitate this secure interaction, a selfsigned
certificate is used on inSync Server. However, because a self-signed certificate is used,
the users see a untrusted certificate message on their Web browser when they initiate a
restore.
Before you begin: Before enabling HTTPS for communication between a browser and the inSync
Server, you must obtain an SSL certificate from a Certificate Authority and export it without the
private key to a folder on your computer.
To load a certificate:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the Network tab.
3. In the Network Settings area, click Edit. The Network Settings window appears.
4. Select HTTPS for the web UI and then browse and select the certificate.
5. Click Save.
After uploading the certificate re-login to inSync Admin Console using https://:.
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Configuring IP Addresses or FQDN for inSync Server
By default, the inSync Server uses the IP address of the computer on which it is installed. However,
you can configure a list of IP addresses or fully qualified domain names (FQDN) that can be used by
client devices to access the inSync Server. You can also arrange these IP addresses and FQDN in order
preference.
Adding an IP Address or FQDN
To add an IP address or FQDN:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the Network tab.
3. Under Server IP / FQDN area, click Add New Server IP / FQDN. The Add Server IP /
FQDN window appears.
4. Enter the IP address / FQDN and the TCP port number.
5. Select if the IP address or FQDN will be available over LAN or WAN. If you want inSync to
decide if the IP address / FQDN will be available under LAN or WAN, selectAuto. In such
cases, any connection with 20 ms or more TTL is considered as a WAN-based connection.
6. Click Ok.
The IP address or FQDN is added. You can select the IP address or FQDN and use the Move Up button
to arrange it in the desired sequence.
Modifying an IP address or FQDN
To modify an IP address or FQDN:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the Network tab.
3. Under Server IP Address / FQDN area, click the IP address or FQDN that you want to
modify. The Edit Server IP / FQDN window appears.
4. Modify the IP / FQDN address, TCP port number, and the network type per your
requirement.
5. Click Ok.
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Deleting an IP Address
To delete an IP address:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the Network tab.
3. Under Server IP Address area, select the IP address that you want to delete and
click Delete. A message asking for your confirmation appears.
4. Click Ok.
Configuring inSync Server Credentials
You can choose to run the inSync service as Local System account or under a specific user account.
The latter is required if you want to identify the inSync Server processes or if you intend to use
network attached storages to store the backup data. By default, the inSync service is run as Local
System account.
To configure inSync Server credentials:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the Network tab.
3. Under inSync Server Credentials area, click Edit. The Edit inSync Service Credentials window
appears.
4. Make modifications as required:
a. If you want to run inSync service as Local System account, select Use Local System
Account.
b. If you want to run inSync service as another account, clear Use Local System Account
and then enter the username and password of the account that you want to use.
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5. Click Save.
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Managing Active Directories
An active directory provides a central location for network administration and security. It can be used
to authenticate and authorize all users in a Windows domain type network. inSync provides you the
functionality to create users by importing their details from an active directory. But first, the active
directory must be registered on inSync. As an inSync administrator, you are responsible for registering,
maintaining, and removing active directory accounts on inSync.
Registering an Active Directory
To register an active directory account:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
3. In the Register AD Account area, click Register AD Account. The Register AD
Account window appears.
4. Enter the information about the active directory account you want to register. For more
information about the fields, see Active Directory Account Properties.
5. Click Ok.
Active Directory Account Properties
The active directory account properties are required to configure an active directory account for
inSync.
Field
Host
Description
The host name of the computer containing the active directory
Port
The port number required to access the active directory
Username
The username required to access the active directory
Password
The password required to access the active directory
Use secure connection
Select it to enable connection to active directory using SSL
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Viewing Registered Active Directories
To view the list of registered active directory accounts:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
The list of active directory accounts registered with inSync are displayed in the Registered AD
Accounts area.
Modifying an Active Directory
To modify a registered active directory account:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
3. Select the active directory account you want to modify and click Edit. The Edit AD
Account window appears.
4. Modify the active directory details as required.
5. Click Ok.
Configuring Options for Mass Deployment
For mass deployment, you can configure if you want inSync Client to be activated only on the first
computer that a user logs on to or on all computers that the user logs on to.
To configure options for mass deployment:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
3. Under Mass Deployment for AD area, click Edit. The Edit window appears.
4. Configure mass deployment as required:
If you want inSync Client to be activated only on the first computer that a user logs
on to, select Activate first device only during deployment.
If you want inSync Client to be activated on all computers that a user logs on to,
clear Activate first device only during deployment.
5. Click Ok.
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Configuring Certificates for iOS Devices
You can use the inSync DLP feature on iOS devices like iPhones and iPads to prevent data loss. If a
device is lost or stolen, you can decommission the device and wipe out the data in the backup folders
of the device. However, to use the DLP feature on iOS devices, you must upload the following
certificates on the inSync Server:
Secure Socket Layer (SSL) certificate: This certificate ensures secure transactions between
Web servers and browsers.
Apple Push Notification (APN) certificate: This certificate ensures that the DLP instructions
from the inSync Server are trusted by the iOS devices and thus followed.
This topic describes the following procedures:
Acquiring the Certificates Uploading the Certificates Configuring Network Settings
Acquiring the SSL
Certificate
Acquiring the APN
Certificate
Uploading the SSL
Certificate
Uploading the APN
Certificate
Modifying Network
Settings
Acquiring the SSL Certificate
You can acquire your SSL certificate from any Certificate Authority. The domain name/hostname for
your SSL certificate must match the hostname of your inSync Server.
Acquiring the APN Certificate
Acquiring an APN certificate is a multi-step process:
Step 1: Generating a Certificate Signing Request (CSR)
Step 2: Acquiring a signed certificate from the Druva support team.
Step 3: Generating an APN Certificate
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Generating a Certificate Signing Request
To generate a Certificate Signing Request, you must have a RSA private key. If you do not have a RSA
private key, you can use the openssl toolkit to generate one. Once you have the private key is
generated, you can use the openssl toolkit it to create a CSR in DER format.
To generate a RSA private key, use the following command in your openssl toolkit:
openssl genrsa -des3 -out privatekey.pem 2048
In the above code, privatekey.pem is the name of the private key that you want to generate.
To create a CSR in DER format, use the following commands in your openssl toolkit:
openssl req -new -key privatekey.pem -out customer.csr
openssl req -inform pem -outform der -in customer.csr –out customer.der
In the above code, customer.der is the CSR in DER format.
Acquiring a Signed Certificate from the Druva Support Team
To receive a signed certificate from the Druva Support team, email the CSR in DER format
to support@druva.com. The Druva Support team will email you the signed certificate.
Generating an APN Certificate
You can generate an APN certificate from the Apple Push Certificates portal
(https://identity.apple.com/pushcert/). To log on to the portal, you must have an Apple ID.
To generate an APN certificate, log on to the Apple Push Certificates portal and upload the signed
certificate you received from the Druva Support team. Apple will create the APN certificate for you.
Download the certificate from the portal.
After you download the APN certificate, append your private key (without password) to it. To append
the private key, you can use the following command in the opensssl toolkit:
openssl rsa -in privatekey.pem-out plainkey.pem
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Renewing an APN Certificate
APN certificates are valid for a year. So, they must be renewed every year. To renew the APN
certificate, upload the signed certificate again on the Apple Push Certificates portal.
Uploading the SSL Certificate
Before you begin: The Mobile Credentials tab contains the hostname of your inSync Server. Make sure
that the domain name/hostname for your SSL certificate matches the hostname on the Mobile
Credentials tab.
To upload an SSL certificate:
1. On the Manage menu, select Settings. Settings page is displayed.
2. On the Settings page, select the Mobile Credentials tab.
3. Click Load SSL Certificate.
4. Browse and select the SSL certificate you want to upload.
Uploading the APN Certificate
To upload an APN certificate:
1. On the Manage menu, select Settings. Settings page is displayed.
2. On the Settings page, select the Mobile Credentials tab.
3. Click Load APN Certificate.
4. Browse and select the APN certificate you want to upload.
Modifying Network Settings
For mobile device management, inSync needs a URL where it can publish the profile details for the
inSync app to access. By default, the fully qualified domain name of the inSync Server and port 6068 is
used for the URL. If required, you can modify the domain name and the port number.
To modify the network settings:
1. On the Manage menu, select Settings. Settings page is displayed.
2. On the Settings page, select the Mobile Credentials tab.
3. Click Edit Network Settings.
4. Modify the domain name and the port number as required.
5. Click OK.
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Updating inSync License
You must update the inSync license when:
You want to use inSync beyond the 30 day evaluation period.
Your inSync license is about to expire.
You decide the add or remove the add-on functionalities of inSync (Analytics, DLP, Share).
You decide to upgrade from inSync Professional to inSync Enterprise.
Updating your inSync license is a two-step process.
Step 1: Acquire the inSync license file from Druva
Step 2: Load the license file to inSync Server
Acquiring the inSync License File
To acquire the inSync license file:
1. In the Manage menu, click Settings. The Settings page is displayed.
2. Click the inSync License tab.
3. Take a snapshot of the License Summary area and email it to support@druva.com.
The Druva support team will generate the license file for your inSync Server installation and email it to
you, The license file will be for the Druva inSync functionalities that your organization has agreed to
purchase.
Loading the inSync License File
To load the inSync license file:
1. Save the license file that you received from the Druva support team on your computer.
2. In the inSync Admin Console Manage menu, click Settings. The Settings page is displayed.
3. Click inSync License tab.
4. Click Load License and select the license file that you have saved on your computer.
Your inSync license is updated.
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Co-branding inSync Client
inSync gives you the functionality to apply your own branding on the inSync Client interface. Under cobranding,
you can:
Add your company name and logo on the inSync Client interface.
Provide link to custom help files that you have created for inSync Client. The link will
override the default link to inSync Client help provided by Druva.
Add contact details of your internal support team. inSync Client users in your organization
can then contact your support team to resolve their queries.
To co-brand inSync Client:
1. In the Manage menu, click Settings. The Settings page is displayed.
2. Click the Co-Branding tab.
3. Click Edit. The Co-Branding window appears.
4. Add the required information in the following fields:
Company name: Name of your company. It must be less than 50 characters.
Company logo: Logo of your company. The logo must be a 40x40 px PNG file and less
than 32 KB.
Help link for user: The URL where you have published the customized help for inSync
Client users.
Support contact information: Contact information of your support team. It must be
less than 50 characters.
5. Click Save.
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Mass Deploying inSync Client
You can mass deploy inSync Client in your organization. The users will not have to install or activate
inSync Client on their computers. When they log on to their computers, their inSync account will be
automatically activated.
Mass-deploying inSync Client is a multi-step process.
Step Description Topic
1 Register the active directory in inSync. Registering an
Active Directory
2 Decide the profiles that you want to assign to the users for whom you are
mass deploying inSync Client. Make sure that for these profiles, the Use
Active Directory password option is selected and details for the Active
directory host IP and Active directory port are provided.
3 Create the requisite AD mapping through which you can import user
details.
If you want users to be automatically created by the mapping,
select Auto create/update users while creating the mapping.
If you want to personally import user details and create users, do
not select Auto create/update users while creating the mapping.
-
Creating an AD
Mapping
4 Configure the options for mass deployment. Configuring the
Options for Mass
Deployment
5 Generate a mass deployment token. Generating a Mass
Deployment Token
6 Install inSync client on your organization’s computers. You can automate
this process by using various tools like Microsoft Systems Center, Novell,
ZENworks and so on. While installing the inSync client, you must use the
mass deployment token as a parameter to the installer.
Mass Installing
inSync Client
After you have completed the above steps, when a user logs on to a computer, the logon credentials
are sent by inSync Client to the inSync Server. The inSync Server verifies if the user with the given
credentials have been created through AD mapping. If yes, the inSync Server activates the user's
inSync account and authorizes the inSync Client to send backups from the said computer.
Note:
The option to use active directory password is available in the Retention and Access
Policies area under the Backup Policies tab on the Profile Details page.
If you do not select the use of active directory password, users will not be able to:
Activate inSync Client on any other computer
Log on to inSync mobile app
Log on to inSync Web without launching it from inSync Client
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Registering an Active Directory
To register an active directory account:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
3. In the Register AD Account area, click Register AD Account. The Register AD Account
window appears.
4. Enter the information about the active directory account you want to register. For more
information about the fields, see Active Directory Account Properties.
5. Click Ok.
Active Directory Account Properties
The active directory account properties are required to configure an active directory account for
inSync.
Field
Host
Description
The host name of the computer containing the active directory
Port
The port number required to access the active directory
Username
The username required to access the active directory
Password
The password required to access the active directory
Use secure connection
Select it to enable connection to active directory using SSL
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Creating an AD Mapping
Before you begin: Make sure that the active directory from which you want to import user details is
registered with inSync. For more information, see Registering an Active Directory.
To create users by importing their details from an active directory:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Click Create New. The Create AD Mapping wizard is displayed.
3. On the AD Configuration page, enter the following details:
In AD mapping name field, enter the name that you want to assign to the AD
mapping.
In From AD field, select the active directory from which you want to import user
details. Additional fields will appear based on the configuration of your active
directory.
Select the Base DN, Organizational Unit, and AD Group from which you want to
import user details. If required enter details for Department and Country.
In Name to be used for creation, select if you want to use common name or logon
name as the user's name.
4. Click Next. The inSync Configuration page of the wizard is displayed.
5. Select the user profile, storage, and user quota that will be applied to the users imported
from the AD based on the filters set on the previous page.
6. Select how you want to import details from the AD and create the users:
If you want to manually import details from the AD to create users, do not
select Auto create/update users.
If you want the AD mapping to periodically (once every 24 hours) check the AD and
create or update users, select Auto create/update users.
7. Click Finish.
The AD mapping is created and is available in the AD Mappings page.
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Configuring Options for Mass Deployment
For mass deployment, you can configure if you want inSync Client to be activated only on the first
computer that a user logs on to or on all computers that the user logs on to.
To configure options for mass deployment:
1. From the Manage menu, select Settings. The Settings page is displayed.
2. Click the AD Accounts tab.
3. Under Mass Deployment for AD area, click Edit. The Edit window appears.
4. Configure mass deployment as required:
1. If you want inSync Client to be activated only on the first computer that a user logs
on to, select Activate first device only during deployment.
2. If you want inSync Client to be activated on all computers that a user logs on to,
clear Activate first device only during deployment.
5. Click Ok.
Generating a Mass Deployment Token
inSync allows you to automate the account creation, deployment, and authentication of inSync clients
on all your organizations computer. Generating a mass deployment token is part of that process.
To generate a mass deployment token:
1. From the Manage menu, select AD Mappings. The AD Mappings page is displayed.
2. Click Mass Deployment Token. The Mass Deployment Token window appears.
3. If you want to set an expiry date of the token, select Enable Expiry Date and then specify the
date.
4. Click Create New Token. The token is generated.
5. Click Copy to copy the token number to clipboard.
To know more about automatic token-based deployment of inSync client, see Mass Installing inSync
Client.
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Mass Installing inSync Client
Mass Installing inSync Client on Windows
When installing inSync Client using one of the automated installation tool, use the following
command:
msiexec /qn /i '' TOKENV2='' SERVERLIST=:
For example:
msiexec /qn /i 'C:\inSync5.2r17621.msi' TOKENV2='5-766a7c3b6cff78d3f167ad6128575145'
SERVERLIST=192.168.53.142:6061
Mass Installing inSync Client on Mac
Before you start installing inSync Client on Mac computers, complete the following tasks:
Make sure that the Mac computers on which you are installing inSync Client are added to your
organization's Domain.
Add the following two lines of code on a text file and save it as inSyncConfig.ini:
ADDRESS = ':'
TOKEN = ''
Using any available mass installation tool, install inSync Client on the Mac computers and copy the
inSyncConfig.ini file to /Library/Application Support/inSync/folder. Make sure you copy the file to the
System Library and not any user's Library.
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