DocAve 6 Service Pack 3 Control Panel Reference Guide - AvePoint

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• Password Expiration Warning – Send out warnings if the password of a user will expirein the specified time period. Set the period by entering a positive integer using theoptions of Day(s) or Month(s). You can choose the forms of the warning by select Popupmessage or E-mail Notification.Viewing Security InformationDocAve 6 uses passphrase to protect the DocAve databases and secure the communication. Beforeconnecting to the DocAve Manager when installing the DocAve Agents, the passphrase must be enteredto verify the access.The passphrase is configured during the Manager’s installation. To manage the passphrase, while in theSystem Options tab, click Security Information on the ribbon. You can perform the following actions:• Back Up – Click this button to back up the passphrase to the following path:…\AvePoint\DocAve6\Manager\KeysBak.AvePoint strongly recommends backing up security keys and save the backup in a safeplace.• Manage Passphrase – View and modify the passphrase. The following option will bedisplayed in the Manage Passphrase interface.oModify – By default, the password cannot be modified. You can click this buttonto enable the modification of the default password.Enter a new passphrase in the corresponding text box and click OK to save it.*Note: Only the users of the Administrators group have the permission to modify thepassphrase. For details of adding users into the Administrators group, refer to theManaging Users section in Account Manager.Authentication and Account ManagerUse Authentication Manager and Account Manager to customize which users and user groups haveaccess to DocAve. You can set up DocAve to utilize existing methods for authentication such asWindows Authentication, Active Directory integration (AD) and Active Directory Federation Services(ADFS) Integration, Client Certificate Authentication, or manually add specific users and set permissionlevels.*Note: In order to add specific users in Account Manager that authenticates using WindowsAuthentication, AD authentication, ADFS authentication, or Client Certificate Authentication, you mustfirst set up the authentication integration in Authentication Manager.24DocAve 6: Control Panel
Authentication ManagerUse Authentication Manager to view and manage integrated authentication methods usable by DocAve.This means that DocAve can leverage your pre-existing authentication methods, and customize it foraccess to DocAve. These authentication methods include:• Windows Authentication – Allows the users to log into DocAve using their WindowsAuthentication credentials.• AD Integration – Allows the users to log into DocAve using their Active Directoryauthentication credentials.• ADFS Integration – Allows the users to access DocAve as long as they have logged intothe local machine using their ADFS credentials.• Client Certificate Authentication – Allows the users to access DocAve using ClientCertificate Mapping Services.To access Authentication Manager for DocAve, in the Control Panel interface, click AuthenticationManager under the Authentication Manager heading. Click Close on the ribbon to close theAuthentication Manager interface.On the Authentication Manager interface, you can select one authentication method, and click Set asdefault in the Set as default column to set the specified authentication method as the defaultauthentication method. After setting the authentication method, you can go to Account Manager toadd users.Configuring Windows AuthenticationTo leverage Windows Authentication credentials to access DocAve, complete the following steps:1. In the Authentication Manager interface, click Windows Authentication on the ribbon.2. Select the Authentication Type from the drop-down menu:a.b.NTLMNegotiate (Kerberos)*Note: Kerberos authentication method must be previously configured in the operatingsystem before you select the Negotiate (Kerberos) option when enabling theintegration with Windows Authentication. Otherwise, the NTLM authentication methodwill be enabled.3. Click OK to save the changes and close the Windows Authentication interface, or click Back toclose the Windows Authentication interface without saving any changes.DocAve 6: Control Panel25
Page 1 and 2: DocAve® 6 Control PanelReference G
Page 3 and 4: Reviewing Installation History of U
Page 5 and 6: Exporting Health Analyzer Report ..
Page 7 and 8: About Control PanelThe DocAve Contr
Page 9 and 10: Before You BeginRefer to the sectio
Page 11 and 12: Figure 2: DocAve module launch wind
Page 13 and 14: System SettingsGeneral System Setti
Page 15 and 16: ii. Destination - Specify the direc
Page 17 and 18: Activating the Manager ServicesSele
Page 19 and 20: Refer to the corresponding user gui
Page 21 and 22: • Activate - Click Activate on th
Page 23: • Network Security - Configure th
Page 27 and 28: deletion, or click Cancel to return
Page 29 and 30: 5. Finish - Provides you with three
Page 31 and 32: Security Trimming UsersIf you are u
Page 33 and 34: ooinform the end-users about this i
Page 35 and 36: *Note: If the edited permission lev
Page 37 and 38: Editing User Groups• Web Applicat
Page 39 and 40: oRemove User from Group - To remove
Page 41 and 42: Click OK to save your configuration
Page 43 and 44: 7. Click Change Permission on the r
Page 45 and 46: oadd the users, or click Cancel to
Page 47 and 48: oViewing User DetailsAlternatively,
Page 49 and 50: delete the selected users, or click
Page 51 and 52: Viewing License InformationThe Lice
Page 53 and 54: oSelect the Interval checkbox to ha
Page 55 and 56: DocAve updates. To do so, click Upd
Page 57 and 58: Managing UpdatesTo manage available
Page 59 and 60: *Note: Only hotfixes can be uninsta
Page 61 and 62: The following settings can be confi
Page 63 and 64: User Notification SettingsCertain D
Page 65 and 66: .oooDetailed report level(s) - Set
Page 67 and 68: ooooand then select Day(s), Week(s)
Page 69 and 70: ooThe __ __of every __ month(s) - S
Page 71 and 72: In each of the tabs, you will see t
Page 73 and 74: You can adjust how the rows are dis
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Registered SharePoint SitesUse Regi
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In the Manage Site Collection inter
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*Note: If any site collections fail
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If there are site collections that
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Agent Proxy SettingsUse Agent Proxy
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*Note: If the security profile you
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Click Edit on the ribbon to edit th
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• Deployment Method - Currently t
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• SP2010EndUserGranularRestore.ws
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activate the solution. You can also
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Atmos, EMC Centera, GoogleDrive, HD
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o*Note: Platform Backup & Restore d
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oooAccess Key ID - Enter the corres
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Caringo StorageIn the Create Physic
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Configuring Proxy LocatorTo configu
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oAdvanced - Specify the following e
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• RetryCount - Customize the reco
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• Storage Type Configuration - Co
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If you do not configure this parame
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Click OK to save the configurations
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• If you enter SingleSession=fals
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Managing Logical Devicesthe checkbo
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5. Configure Folder Structure - Thi
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3. Media Service - Select the Media
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Once you have selected a logical de
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Importing Data from DocAve 5 to Doc
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After you finish your configuration
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• Have you configured a DocAve 6
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the logical device configuration an
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• Last Imported Time - If you che
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Importing Data from DocAve 6 to Doc
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Complete the following steps to imp
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When setting up the physical device
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ibbon will configure the logical de
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*Note: If you want to change the lo
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.Select a managed account profile f
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Click OK to save the configurations
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In the Domain Mapping configuration
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To change the configurations of a u
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Language MappingTo access Language
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• Manage columns ( ) - Manages wh
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c.Column Mapping - Configure more c
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To see the configurations of a cont
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Configuring Template MappingsTo cre
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List Name MappingTo access List Nam
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Plan GroupPlan Group provides an in
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Configure the following settings:
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In the Summary table, you can view
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Non-SharePoint Migration plans is M
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Health AnalyzerHealth Analyzer scan
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• Hide the column ( ) - Hover ove
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• By month2. Schedule Settings -
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Exporting Health Analyzer ReportUse
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Rule Condition Value Resulthttp://t
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Rule Condition Value ResultDoes Not
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Rule Condition Value ResultBl?gThe
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Custom Property:NumberRule Conditio
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Rule Condition Value ResultDoes Not
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Rule Condition Value ResultMatches
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Rule Condition Value ResultBl?gThe
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Custom Property:NumberRule Conditio
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Rule Condition Value ResultMatches
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Rule Condition Value ResultNumber
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Rule Condition Value Result3B1BC74A
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Rule Condition Value Result
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DocAve 6: Control PanelRule Conditi
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Rule Condition Value ResultTa?kAll
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of the column must be entered inbra
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Rule Condition Value ResultWorkflow
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Rule Condition Value ResultRegular
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Rule Condition Value ResultExpressi
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Rule Condition Value Resultinternal
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Attachment LevelRule Condition Valu
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Appendix B: Template Name and Templ
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Appendix C: Accessing Control Panel
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ADFS IntegrationCloseADXFunction Na
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Current LogonAccount (s)Authenticat
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SaveCloseSXFunction Name and Hot Ke
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Function Name and Hot KeyCloseXScan
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Retrieve VersionUpgradeRepairCloseV
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Mapping ManagerTo access the hot ke
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TemplateMappingGroupMappingFunction
Page 239:
Notices and Copyright InformationNo
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