DocAve 6 Service Pack 3 Control Panel Reference Guide - AvePoint

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Configuring Client Certificate AuthenticationIn the Authentication Manager interface, configure Client Certificate Authentication in any of thefollowing ways:• Click Enable in the Action column of the Client Certificate Authentication row to enablethe Client Certificate Authentication.• Click Disable to disable this authentication.• Click Set as default to set this authentication as the default.Account ManagerUse Account Manager to view and manage users for DocAve, as well as configure user groups withcustom permission levels. You can give specific people, or groups of people your desired level of accessto DocAve.In Account Manager you can security trim DocAve users to limit which DocAve module a user is able toaccess and which farms and registered site collections specific DocAve users can access. Each user canonly be added to the Administrators group, one or more System groups, or a Tenant group. You can alsochoose not to add the user to any DocAve groups. A user can be added to both the Administrators groupand System groups. A user in a System group can belong to multiple System groups; however, a user in aTenant group can only belong to one Tenant group. The same user cannot be added to both a Systemgroup and a Tenant group. In order to add a user in a System group to a Tenant group, you must removethis user from the System group, and add this user to a Tenant group as a new user.• Administrators – Administrators group is the built-in group which cannot be deleted.Users in this group can manage both System groups and Tenant groups, but they cannotsee the objects created by the users in the Tenant groups. Users in the Administratorsgroup manage objects owned by the users in the Tenant group by adding another userin the Tenant groups to manage the Tenant group using the newly added user.• System – System group is the user-defined group. Users in this group can view andmodify DocAve objects created by any users in the System groups. Due to differentspecified permission levels, users in this group can view and modify the SharePointobjects of the specified modules in the specified farm.• Tenant – Tenant group includes Web Application Tenant group and Site CollectionTenant group. There are power users and standard users in the Tenant group. A poweruser must be added when creating the Tenant group. For more information, refer toSecurity Trimming Users.*Note: If you would like to leverage authentication credentials from Windows Authentication, AD, ADFS,or Client Certificate Authentication, you must first configure the relevant integration settings inAuthentication Manager.To access Account Manager for DocAve, in the Control Panel interface, click Account Manager underthe Account Manager heading. Click Close on the ribbon to close the Account Manager interface.30DocAve 6: Control Panel
Security Trimming UsersIf you are using DocAve Governance Automation alongside DocAve 6, it is recommended that you do nothave users in the Tenant groups and only use the default System group.As of DocAve 6 Service Pack 3 and later, DocAve supports security trimming rule to all of the DocAvemodules. For details on permission control over the users in the Tenant group and the users in theSystem group, refer to the information below.• For users of Administrators group:ooThe users in the Administrators group have the Full Control permission to thewhole DocAve platform.The users in the Administrators group cannot directly view the DocAve objectscreated by the users in the Tenant group. However, the users in theAdministrators group can add a user in the Tenant group, and then use thenewly added user to view the DocAve objects created by the users in the Tenantgroup.• For users of Tenant group:oThe users in a Tenant group include power users and standard users.• Power User – The power users can create and delete any standard usersand other power users. The power users can manage all of the objectsin their own group. The power users can share the Webapplications/site collections and the plans that are belonged to astandard user to the other standard users.*Note: The related objects of the deleted standard users or power userswill not be deleted. The last power user in the Tenant group cannot bedeleted.• Standard User – The standard user can only have permission to theWeb application/site collection when the power user shares the Webapplication/site collection to him.*Note: When the power user shares the specified Web applications/sitecollections to the standard user, the standard user can only view anduse the specified Web applications/site collections in the tree, butcannot edit or delete the content of these Web applications/sitecollections.*Note: When logging into DocAve using a standard user in the Tenantgroup, the standard user cannot perform the Object-based Restore jobsin the Granular Backup & Restore module.oThe users in the Tenant group cannot view objects created by the users in theAdministrators group and System group.DocAve 6: Control Panel31
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 and 24: • Network Security - Configure th
Page 25 and 26: Authentication ManagerUse Authentic
Page 27 and 28: deletion, or click Cancel to return
Page 29: 5. Finish - Provides you with three
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
Page 75 and 76: Registered SharePoint SitesUse Regi
Page 77 and 78: In the Manage Site Collection inter
Page 79 and 80: *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
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Notices and Copyright InformationNo
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