ctera portal administrator guide datacenter edition.pdf

Administrator Guide

CTERA Portal Datacenter Edition

November 2013 Version 4.0

Copyright 2009-2013 CTERA Networks Ltd.

All rights reserved. No part of this document may be reproduced in any form or by any

means without written permission from CTERA Networks Ltd.

Information in this document is subject to change without notice and does not represent a

commitment on part of CTERA Networks Ltd.

CTERA, C200, C400, C800, P1200, CloudPlug, NEXT3, Cloud Attached Storage, and Virtual

Cloud Drive are trademarks, service marks, or registered trademarks of CTERA Networks Ltd.

All other product names mentioned herein are trademarks or registered trademarks of their

respective owners.

The products described in this document are protected by U.S. patents, foreign patents, or

pending applications.

Tip

For legal information and for the end user license agreement, refer to Legal Information (on page 407) in this guide.

i

Contents

Introduction ---------------------------------------------------------------------------------------------- 1

About the CTERA Portal --------------------------------------------------------------------------------- 2

CTERA Provisioning------------------------------------------------------------------------------------- 10

About This Guide --------------------------------------------------------------------------------------- 12

Contacting Technical Support ----------------------------------------------------------------------- 12

Getting Started ---------------------------------------------------------------------------------------- 13

Browser Requirements -------------------------------------------------------------------------------- 13

Logging in to the CTERA Portal ---------------------------------------------------------------------- 14

Using the CTERA Portal-------------------------------------------------------------------------------- 19

The Navigation Pane ----------------------------------------------------------------------------------- 20

The Main Frame ---------------------------------------------------------------------------------------- 20

The Status Bar ------------------------------------------------------------------------------------------- 23

Navigating between Virtual Portals ---------------------------------------------------------------- 23

Accessing the Global Administration View ------------------------------------------------------- 23

Accessing Online Help --------------------------------------------------------------------------------- 24

Logging Out ---------------------------------------------------------------------------------------------- 24

Configuring Global Virtual Portal Settings ----------------------------------------------------- 25

Configuring Default Settings for Virtual-Portals ------------------------------------------------ 25

Managing the CTERA Portal License --------------------------------------------------------------- 34

Branding the CTERA Portal --------------------------------------------------------------------------- 39

Configuring Global Settings -------------------------------------------------------------------------- 43

Configuring Global Mail Server Settings ---------------------------------------------------------- 45

Managing Certificates --------------------------------------------------------------------------------- 47

Customizing Global Email Notification Templates---------------------------------------------- 60

Configuring Virtual Portals ------------------------------------------------------------------------- 67

Overriding the Global Virtual Portal Settings ---------------------------------------------------- 67

Overriding Global Branding Settings --------------------------------------------------------------- 68

Managing User Accounts --------------------------------------------------------------------------- 73

Accessing the User Account Manager ------------------------------------------------------------- 74

Adding and Editing User Accounts ----------------------------------------------------------------- 75

Viewing User Accounts -------------------------------------------------------------------------------- 77

Contents

Configuring Group Membership for User Accounts ------------------------------------------- 80

Provisioning User Accounts in Reseller Portals-------------------------------------------------- 81

Provisioning User Accounts in Team Portals ----------------------------------------------------- 85

Managing Devices for User Accounts -------------------------------------------------------------- 87

Managing Folder Groups for User Accounts ----------------------------------------------------- 88

Configuring User Accounts' Advanced Settings ------------------------------------------------- 89

Managing Projects Owned by User Accounts --------------------------------------------------- 92

Configuring User Alerts ------------------------------------------------------------------------------- 93

Viewing User Account Details ----------------------------------------------------------------------- 95

Generating Monthly Reports ------------------------------------------------------------------------ 96

Enabling/Disabling User Accounts ------------------------------------------------------------------ 97

Exporting User Accounts to Excel------------------------------------------------------------------- 97

Applying Provisioning Changes ---------------------------------------------------------------------- 98

Deleting User Accounts ------------------------------------------------------------------------------- 99

Using Directory Services ------------------------------------------------------------------------------ 99

Managing User Groups ------------------------------------------------------------------------------- 113

Managing Administrators ------------------------------------------------------------------------- 119

Accessing the Staff Administrator Manager ---------------------------------------------------- 120

Adding and Editing Staff Administrators --------------------------------------------------------- 121

Configuring Staff Administrator Alerts ----------------------------------------------------------- 122

Viewing Staff Administrators ----------------------------------------------------------------------- 124

Importing Staff Administrators from a File ------------------------------------------------------ 124

Deleting Staff Administrators ----------------------------------------------------------------------- 125

Accessing the Global Administrator Manager -------------------------------------------------- 126

Adding and Editing Global Administrators ------------------------------------------------------ 127

Configuring Global Administrator Alerts --------------------------------------------------------- 128

Viewing Global Administrators --------------------------------------------------------------------- 128

Deleting Global Administrators -------------------------------------------------------------------- 129

Configuring an IP-Based Access Control List ---------------------------------------------------- 129

Importing Global Administrators from a File --------------------------------------------------- 131

Customizing Administrator Roles ------------------------------------------------------------------ 132

Managing Device Configuration Templates -------------------------------------------------- 137

Accessing the Configuration Template Manager ---------------------------------------------- 138

Adding and Editing Device Configuration Templates ----------------------------------------- 139

Viewing Device Configuration Templates ------------------------------------------------------- 140

Working with Backup Sets --------------------------------------------------------------------------- 140

Selecting Applications for Backup ----------------------------------------------------------------- 152

Scheduling Automatic Cloud Backup ------------------------------------------------------------- 153

Restricting Throughput ------------------------------------------------------------------------------- 155

Contents

Selecting CTERA Portal Cloud Folders for Synchronization---------------------------------- 157

Marking a Firmware Image as the Current Firmware Image ------------------------------- 158

Configuring Automatic Firmware Updates ------------------------------------------------------ 159

Configuring the Automatic Template Assignment Policy ------------------------------------ 160

Setting the Default Device Configuration Template ------------------------------------------ 163

Duplicating Configuration Templates ------------------------------------------------------------- 164

Deleting Device Configuration Templates ------------------------------------------------------- 164

Managing Devices ----------------------------------------------------------------------------------- 167

Accessing the Device Manager --------------------------------------------------------------------- 168

Editing Device Settings ------------------------------------------------------------------------------- 169

Viewing Devices ---------------------------------------------------------------------------------------- 171

Remotely Managing Devices and Their Files ---------------------------------------------------- 180

Remotely Performing Cloud Backup Operations on Devices ------------------------------- 180

Exporting Devices to Excel -------------------------------------------------------------------------- 182

Deleting Devices --------------------------------------------------------------------------------------- 182

Managing Folders and Folder Groups ---------------------------------------------------------- 185

Accessing the Folder Manager --------------------------------------------------------------------- 187

Adding and Editing Folders -------------------------------------------------------------------------- 188

Viewing Folders ---------------------------------------------------------------------------------------- 189

Managing Folder Contents -------------------------------------------------------------------------- 193

Changing Passphrases for Accessing Backup Folder Contents ----------------------------- 201

Exporting Folders to Excel --------------------------------------------------------------------------- 202

Deleting Folders---------------------------------------------------------------------------------------- 202

Accessing the Folder Group Manager ------------------------------------------------------------ 203

Adding and Editing Folder Groups ----------------------------------------------------------------- 204

Viewing Folder Groups ------------------------------------------------------------------------------- 207

Managing Home Folders for Folder Groups ---------------------------------------------------- 207

Managing Backup Folders for Folder Groups --------------------------------------------------- 208

Changing Passphrases for Accessing Folder Group Contents ------------------------------- 209

Exporting Folder Groups to Excel ------------------------------------------------------------------ 210

Deleting Folder Groups ------------------------------------------------------------------------------ 210

Managing Collaboration Projects ---------------------------------------------------------------- 211

Enabling Project Collaboration for the Virtual Portal ----------------------------------------- 211

Defining Project Management Permissions ----------------------------------------------------- 212

Adding Collaboration Projects ---------------------------------------------------------------------- 214

Editing Collaboration Projects ---------------------------------------------------------------------- 218

Viewing Collaboration Project Contents --------------------------------------------------------- 220

Exporting a List of Collaboration Projects to Excel -------------------------------------------- 221

Contents

Deleting Collaboration Projects -------------------------------------------------------------------- 221

Managing Subscription Plans --------------------------------------------------------------------- 223

Understanding Snapshot Retention Policies ---------------------------------------------------- 224

Adding and Editing Subscription Plans ----------------------------------------------------------- 228

Viewing Subscription Plans -------------------------------------------------------------------------- 234

Setting/Removing the Default Subscription Plan ---------------------------------------------- 236

Exporting Subscription Plans to Excel ------------------------------------------------------------ 236

Applying Provisioning Changes --------------------------------------------------------------------- 236

Deleting Subscription Plans ------------------------------------------------------------------------- 237

Managing Add-ons ---------------------------------------------------------------------------------- 239

Adding and Editing Add-ons ------------------------------------------------------------------------ 239

Viewing Add-ons --------------------------------------------------------------------------------------- 244

Exporting Add-ons to Excel -------------------------------------------------------------------------- 244

Applying Provisioning Changes --------------------------------------------------------------------- 245

Deleting Add-ons -------------------------------------------------------------------------------------- 245

Managing Vouchers --------------------------------------------------------------------------------- 247

Adding Vouchers --------------------------------------------------------------------------------------- 248

Viewing Vouchers ------------------------------------------------------------------------------------- 249

Sending Vouchers by Email ------------------------------------------------------------------------- 250

Exporting Vouchers to Excel ------------------------------------------------------------------------ 251

Deleting Vouchers ------------------------------------------------------------------------------------- 251

Managing Email Invitations ----------------------------------------------------------------------- 253

Configuring Email Invitation Settings ------------------------------------------------------------- 254

Viewing Active Email Invitations ------------------------------------------------------------------- 255

Deleting Active Email Invitations ------------------------------------------------------------------ 255

Managing Virtual Portals -------------------------------------------------------------------------- 257

Accessing the Virtual Portal Manager ------------------------------------------------------------ 258

Adding and Editing Virtual Portals----------------------------------------------------------------- 259

Viewing Virtual Portals ------------------------------------------------------------------------------- 260

Assigning Virtual Portals to Global Plans -------------------------------------------------------- 262

Adding Global Add-ons to Virtual Portals ------------------------------------------------------- 263

Exporting Virtual Portals to Excel ------------------------------------------------------------------ 265

Deleting Virtual Portals ------------------------------------------------------------------------------ 265

Managing Servers ----------------------------------------------------------------------------------- 267

Accessing the Server Manager --------------------------------------------------------------------- 268

Contents

Editing Server General Settings -------------------------------------------------------------------- 269

Configuring a Server as a Catalog Node ---------------------------------------------------------- 271

Editing Server SMTP Settings ----------------------------------------------------------------------- 271

Viewing Connected Devices ------------------------------------------------------------------------- 273

Monitoring Server Activity -------------------------------------------------------------------------- 275

Viewing Server Tasks --------------------------------------------------------------------------------- 276

Viewing Servers' Statuses --------------------------------------------------------------------------- 279

Restarting Servers ------------------------------------------------------------------------------------- 280

Managing Firmware Images ---------------------------------------------------------------------- 281

Uploading Firmware Images ------------------------------------------------------------------------ 282

Viewing Firmware Images --------------------------------------------------------------------------- 283

Marking a Firmware Image as the Current Firmware Image ------------------------------- 283

Deleting Firmware Images -------------------------------------------------------------------------- 284

Viewing Devices that Use a Specific Firmware Image ---------------------------------------- 284

Managing Storage Nodes -------------------------------------------------------------------------- 287

Adding and Editing Storage Nodes ---------------------------------------------------------------- 287

Viewing Storage Nodes ------------------------------------------------------------------------------ 317

Deleting Storage Nodes ------------------------------------------------------------------------------ 318

Importing and Exporting Folders (Seeding) --------------------------------------------------- 321

Importing Folders Over NFS------------------------------------------------------------------------- 321

Exporting Folders -------------------------------------------------------------------------------------- 334

Monitoring the CTERA Portal --------------------------------------------------------------------- 337

Viewing the Status Dashboard --------------------------------------------------------------------- 337

Viewing Reports --------------------------------------------------------------------------------------- 341

Configuring Logging ----------------------------------------------------------------------------------- 356

Viewing Logs -------------------------------------------------------------------------------------------- 359

Clearing Logs -------------------------------------------------------------------------------------------- 375

Using CTERA Portal Email Notifications ---------------------------------------------------------- 375

Using Email Alerts ------------------------------------------------------------------------------------- 382

Recovering CTERA Appliances after Hard Drive Failures ---------------------------------- 387

Recovering from Hard Drive Failures ------------------------------------------------------------- 388

Recovering from Appliance Failures -------------------------------------------------------------- 392

Recovering from Total Loss of an Appliance ---------------------------------------------------- 398

Legal Information ------------------------------------------------------------------------------------ 407

CTERA End User License Agreement -------------------------------------------------------------- 407

Contents

GNU GENERAL PUBLIC LICENSE -------------------------------------------------------------------- 411

Apache License ----------------------------------------------------------------------------------------- 414

Index ---------------------------------------------------------------------------------------------------- 417

CTERA Portal Datacenter Edition Administrator Guide 1

This chapter introduces the CTERA Portal and this guide.

In This Chapter

About the CTERA Portal --------------------------------------------------------------------------------------------- 2

CTERA Provisioning ------------------------------------------------------------------------------------------------- 10

About This Guide --------------------------------------------------------------------------------------------------- 12

Contacting Technical Support ----------------------------------------------------------------------------------- 12

1 Introduction

1 Introduction

2 CTERA Portal Datacenter Edition Administrator Guide

About the CTERA Portal

CTERA Portal DataCenter Edition is a scalable cloud service delivery platform that you install

at your own datacenter and use to create, deliver and manage cloud storage applications,

including file sharing and sync, backup, and mobile collaboration. CTERA Portal is compatible

with cloud storage infrastructure from multiple vendors, including EMC, HDS, IBM and AWS.

CTERA Portal DataCenter Edition enables you to extend cloud services to remote sites and

mobile users, via CTERA appliances, CTERA Agents, and CTERA Mobile. The portal ensures

data consistency, maintains version history and facilitates file sharing amongst users,

regardless of their access method.

CTERA employs both global source-based de-duplication and data compression. This ensures

that only incremental data changes are transferred for storage in the cloud, and that data

blocks are stored only once, which dramatically reduces storage capacity needs and overall

network traffic.

CTERA Portal DataCenter Edition enables you to create one or more tenants, called Virtual

Portals, on a single set of physical servers. Virtual Portals are accessed by end users and

management staff via web-based interfaces.

CTERA Appliances and end-point agents are remotely managed with CTERA Portal using a

single web-based console. Template-based management, centralized monitoring, customized

alerting and remote software and firmware upgrade capabilities make it easy to manage

appliances of various types and sizes as well as individual end-point agents up to tens of

thousands of connected devices with no need for on-site IT presence in remote locations.

Introduction 1


Management Features

With the CTERA Portal, you control all aspects of Cloud Attached Storage, including:

Service Provisioning

Create customer subscription plans that include cloud storage volume, pricing, number of

devices per account, user self-provisioning, and time limits. Add-ons can be used to

supplement existing accounts with additional services, and vouchers allow the creation of

one-off promotions and pre-paid subscription plans.

User Management

Manage anywhere from tens to tens of thousands of subscribers. Control user access,

subscription plans, and add-ons per user account, and view real-time storage usage and

account status.

Remote Device Management and Monitoring

Manage CTERA appliances and agents remotely. This enables you to view the appliance

status in detail, including logged events, network status, storage volumes, and recent

backups, as well as to set firmware upgrades, associated backup folders, and more.

Real-Time Event Monitoring

Centrally monitor and audit all events pertaining to the cloud service.

Reporting

Run and export detailed reports on a variety of usage parameters, including storage

usage, bad files, snapshot status, and more. Generate user reports that are automatically

emailed as PDF attachments.

Private Branding

Brand all aspects of the end-user experience, customizing it to your own corporate

identity. This includes the CTERA Portal user interface and all automated email

notifications.

Virtual Portals

CTERA Portal Datacenter Edition allows

a CTERA Portal owner to create one or more virtual CTERA Portals on a single set of physical

servers.

The following types of virtual portal are supported:

Reseller portal

1 Introduction


Designed for the needs of a reseller, this type of portal includes support for

reseller-oriented features such as add-ons, plans, vouchers, and self-registration. The end

users in the portal are the reseller's subscribers.

Reseller portals are managed by staff administrators in the Staff Control Panel. For

information on the Staff Control Panel, see CTERA Portal Interfaces and Users (on page

7).

By default, each user uses a private folder group, enabling cooperative de-duplication

between all devices owned by the user. Furthermore, when the cloud drive feature is

used, each user receives a private cloud drive that is not accessible to other users.

When multiple reseller portals are created, the CTERA Portal owner can rent each portal

to a different reseller, as part of a multi-tenant or hierarchical business model. Each

reseller can log in to their own virtual portal, manage their subscribers, and define

subscription plans, branding, and pricing models. In contrast, the CTERA Portal owner can

access and manage the contents of any reseller portal, as well as manage global settings

across all virtual portals.

Team portal

This type of portal is designed for the needs of a company or team with multiple

members, and as such do not include support for reseller-oriented features. The users in

the portal are the team members.

Team portals are managed by team administrators, who are team members with the

role. These users can manage their team portal via the Administration

tab in their End User Portal. For information on the End User Portal, see CTERA Portal

Interfaces and Users (on page 7).

All users in the team portal share, by default, a single folder group, enabling cooperative

de-duplication between all members of the group. Furthermore, when the cloud drive

feature is used, each user receives a private home folder, as well as access to a public

folder that is visible to all the users in the portal. Users can create projects to collaborate

with other team members.

When multiple team portals are created, the CTERA Portal owner can assign each team

portal to a different organizational unit within the company or team. Each organizational

unit can log in to their own virtual portal and manage their settings. In contrast, the

CTERA Portal owner can access and manage the contents of any team portal, as well as

manage global settings across all virtual portals.

Introduction 1


Both reseller portals and team portals can be defined within a single CTERA Portal

installation.

Tip

The CTERA Portal is also available in the SaaS Edition. Run by CTERA as a cloud service, the SaaS Edition allows CTERA Portal owners to offer managed cloud services, with no upfront investment. For further information, contact CTERA support.

Storage Clients

As part of the CTERA Cloud Attached Storage architecture, CTERA Portal can deliver cloud

services to desktop, server, and mobile endpoints and to on-premises storage hardware.

CTERA Portal connects to the following storage clients:

CTERA Appliances (on page 5)

CTERA Agents (on page 6)

CTERA Mobile (on page 6)

Throughout this guide, the term "device" refers generically to CTERA Appliances and CTERA

Agents.

CTERA Appliances

CTERA's cloud storage gateways are hybrid appliances that seamlessly combine local storage,

cloud storage, data protection functionality and collaboration capabilities in a single,

cost-effective package. Ideal for SMBs as well as enterprise branches and remote offices,

CTERA's appliances can replace legacy file servers and tape backup in a single solution with

significant cost savings.

The appliances feature a full set of Network Attached Storage (NAS) capabilities and

comprehensive backup functionality, utilizing on-premises storage capabilities for speed and

local sharing, while taking advantage of cloud storage for off-site backup, universal access,

file sharing, and folder synchronization.

CTERA cloud storage gateways are managed remotely by CTERA Portal. Template-based

management and remote firmware upgrades make it possible to manage numerous

appliances while maintaining minimal on-site IT and reducing total cost of ownership.

1 Introduction


CTERA Agents

CTERA Agents are small-footprint software agents that perform both cloud backup and file

sync (FSS) functions. CTERA Agents can connect either directly to the cloud or to a CTERA

hybrid cloud gateway appliance.

CTERA Agents are available for Windows, Linux and Mac platforms, and are licensed for

either laptop/desktop use or for servers. In all cases they provide sync and backup

capabilities, supporting both file backup and disk-level ("bare metal") backup.

CTERA Agents can be managed remotely by CTERA Portal, where all aspects of backup, sync

and agent setup can be monitored and configured from a single console, including software

upgrades.

CTERA Mobile

CTERA Mobile for iOS and Android enables business users to access their files securely, view

them, edit them, and store them in the cloud where they can be shared with colleagues,

partners and customers.

Users can also easily upload files, such as photos and documents, from their mobile device to

their cloud drives.

CTERA Mobile works in tandem with CTERA Portal to provide access to private folders and

team project workspaces, as well as the ability to view and download backup files.

Introduction 1


CTERA Portal Interfaces and Users

The CTERA Portal Datacenter Edition includes the following interfaces:

The End User Portal

This interface is used by end users to manage their devices, backup files, and access

cloud-stored files. End User Portal users are called end users.

1 Introduction


When accessed by team administrators, the End User Portal includes an Administration

tab with controls for managing the contents and settings of the team portal, instead of

the My Account tab.

The Staff Control Panel (available in reseller portals only)

This interface is used by a virtual portal owner's staff to manage the contents and settings

of the reseller portal. Staff Control Panel users are called staff administrators.

Only reseller portals have staff administrators and the Staff Control Panel.

Introduction 1


The Administration Control Panel

This interface is used by a CTERA Portal owner's staff to manage the contents and settings

of all virtual portals in the system.

Administration Control Panel users are called global administrators.

This interface also includes the Global Administration View, a special sub-interface for

managing global settings shared by all the defined virtual portals.

1 Introduction


Tip

It is possible to limit a user or administrator's permissions, so that they cannot modify some or all of the settings in the relevant interface.

CTERA Provisioning

Provisioning is the process of assigning services and quotas to users or tenants.

CTERA includes two levels of provisioning:

Portal-level provisioning

The CTERA Portal owner provisions each virtual portal owner with services and/or quotas.

For example, it is possible to limit a virtual portal to use a total of up to 100GB of storage

space and 50 workstation agents.

Portal-level provisioning is performed by global administrators in the Global

Administration View.

End-user provisioning

The virtual portal owner provisions end users with services and/or quotas, such as

storage space, number of agents, and more.

In reseller portals, end-user provisioning is performed by staff administrators in the Staff

Control Panel or by global administrators in the Administration Control Panel.

In team portals, end-user provisioning is optional and can be performed by team

administrators in the Administration tab of the End User Portal, or by global

administrators in the Administration Control Panel.

Portal-level Provisioning

The following provisioning methods are available for portal-level provisioning:

Global plans

In order to obtain services, virtual portals are assigned to a global plan which defines a

set of services that the portal will receive, and which will subsequently be used by the

portal's end users. Further, the plan can specify a maximum snapshot retention policy for

the portal (see Understanding Snapshot Retention Policies (on page 224)).

Introduction 1


Tip

For reseller portals, the global plan limits the total amount of storage space (and other resources, such as server agents and workstation agents) allocated to a reseller portal's end users. That is, if a reseller provisions a 10GB storage quota to an end user, then 10GB of the reseller's storage space quota is consumed immediately, regardless of whether the end user actually uses the entire 10GB of storage space. Likewise, Portal Licenses are consumed when the resources are provisioned to the end user.

For team portals, the global plan limits the total amount of resources used by end users. Portal Licenses are consumed immediately, when the team portal is provisioned.

Global add-ons

In addition to the global plan, one or more "global add-ons" can be added to portals. Each

global add-on defines a set of services that portals will receive in addition to the services

specified in the global plan. For example, an add-on may include an additional 10 GB of

storage space for the number of devices specified in the global plan. Add-ons can be set

to expire after a specified time period and can be stacked as desired. For example, a

portal may have a subscription plan for 100 GB of storage, as well as two add-ons for

10GB of storage and one add-on for 5GB of storage. While the add-ons are valid, the

portal will be entitled to allocate up to 125GB of cloud storage to end users.

End-user Provisioning (Reseller Portals)

User accounts need to be provisioned in order for end users to obtain services. This is done

by setting the subscription plan, or adding add-ons to the user account.

If a subscription plan or add-on is modified, all user accounts assigned to the plan or add-on is

automatically updated with the changes.

The following provisioning methods are available end-user provisioning in reseller portals:

Subscription plans

In order to obtain services, end users can be subscribed to a subscription plan. The

subscription plan includes the list of services provided to the user and the quota for each

service.

The subscription plan also specifies a snapshot retention policy for the user's folders (see

Understanding Snapshot Retention Policies (on page 224)).

Add-ons

In reseller portals, end users can subscribe to more services in addition to their

subscription plan, by adding add-ons to the account. Each add-on defines a set of services

that subscribed users will receive in addition to the services specified in the subscription

plan. For example, an add-on may include an additional 10 GB of storage space for the

number of devices specified in the subscription plan.

1 Introduction


Add-ons can be stacked as desired. For example, a user may have a subscription plan for

100 GB of storage, as well as two add-ons for 10GB of storage and one add-on for 5GB of

storage. While the add-ons are valid, the user will be entitled to 125GB of cloud storage.

Vouchers

A reseller portal allows creating vouchers, which are prepaid coupons that encapsulate

specific add-ons and plans. When a device owner redeems a voucher encoding an add-on,

the add-

encoding a plan, they are assigned to the subscription plan.

Tip

Vouchers can also contain a hidden plan that is not exposed to end users.

CTERA Portal allows you to mix and match these provisioning methods in order to obtain the

combination that best suits your company's business model and your customer's needs.

End-user Provisioning (Team Portals)

In Team portals, end users must be subscribed to a subscription plan in order to obtain

services. The subscription plan includes the list of services provided to the user and the quota

for each service. Whereas in reseller portals a quota must be specified for each service, in

Team portals, specific quotas can be unlimited, in which case the user account will only be

limited by the quotas of the team portal itself.

About This Guide

This guide explains how to use the CTERA Portal Datacenter Edition. The procedures it

contains are intended for both staff and global administrators, except where otherwise

noted.

Contacting Technical Support

If you require assistance in configuring or using your CTERA Portal, contact technical support

(http://www.ctera.com/support ).
http://www.ctera.com/support


This chapter contains all the information you need in order to get started using the CTERA

Portal.

In This Chapter

Browser Requirements -------------------------------------------------------------------------------------------- 13

Logging in to the CTERA Portal ---------------------------------------------------------------------------------- 14

Using the CTERA Portal -------------------------------------------------------------------------------------------- 19

The Navigation Pane ----------------------------------------------------------------------------------------------- 20

The Main Frame ----------------------------------------------------------------------------------------------------- 20

The Status Bar ------------------------------------------------------------------------------------------------------- 23

Navigating between Virtual Portals ---------------------------------------------------------------------------- 23

Accessing the Global Administration View ------------------------------------------------------------------- 23

Accessing Online Help --------------------------------------------------------------------------------------------- 24

Logging Out ---------------------------------------------------------------------------------------------------------- 24

Browser Requirements

In order to use the CTERA Portal, you will need the following:

Either Microsoft Internet Explorer 7.0 or later, Mozilla Firefox 3.0 or later, or Google

Chrome 5.0 or later

Adobe Flash Player

2 Getting Started

2 Getting Started


Logging in to the CTERA Portal

Staff administrators are defined within the scope of a single reseller portal, and thus have

access to that portal only. These administrators must log in to the relevant reseller portal via

the Staff Control Panel. See Logging in to the Staff Control Panel (on page 14).

Team administrators are both users and administrators of a single team portal. In the End

User Portal, they can access their personal settings in the My Account tab, as well as

administrative settings in the Administration tab. See Logging in to the End User Portal (on

page 15).

In contrast, global administrators have access to all virtual portals. These administrators may

log in to any virtual portal via the Administration Control Panel. Once logged in, they can

navigate to any other portal. See Logging in to the Administration Control Panel (on page

17).

Logging in to the Staff Control Panel

This task is relevant for reseller portals only.

To log in to the Staff Control Panel

1 Using a Web browser, open http:///staff.

Where is your CTERA Portal's DNS name. For example, if your portal's DNS

name is "myportal.acme.com", you must open http://myportal.acme.com/staff .

The CTERA Portal opens displaying the Staff Login page.

Getting Started 2


2 In the fields provided, type your user name and password.

3 Click Log In.

The Staff Control Panel opens displaying your portal's Main > Dashboard page.

Logging in to the End User Portal

This task is relevant for team portals only.

To log in to the End User Panel

1 Using a Web browser, open http:/// .

Where is your CTERA Portal's DNS name. For example, if your portal's DNS

name is "myportal.acme.com", you must open http://myportal.acme.com/ .

2 Getting Started


The CTERA Portal opens displaying the Login page.


3 Click Log In.

The End User Portal opens. If you are an administrator, the Administration tab is

displayed.

Getting Started 2


Logging in to the Administration Control Panel

To log in to the Global Administration View

1 Using a Web browser, open http://global.

Where is the CTERA Portal's DNS suffix.

For example, to log in to the Global Administration View of a portal whose DNS suffix is

"acme.com", you should open http://global.acme.com .

Tip

Alternatively, you can use the IP address of one of the CTERA Portal servers. For example, to connect to the Global Administration View of a portal whose server IP address is 192.168.10.10, open http://192.168.10.10 . This method enables you to gain access to the Global Administration View, if the DNS service is not set up properly.

After connecting, you can switch to any other portal as described in Navigating between

Virtual Portals (on page 23).

The CTERA Portal opens displaying the Administrator Login page.


3 Click Log In.

2 Getting Started


The Global Administration View opens displaying the Main > Dashboard page.

To log in to the Administration Control Panel for a specific virtual portal

1 Using a Web browser, open http:///admin

Where is the DNS name of the virtual portal to which you want to

connect.

For example, to connect to a virtual portal whose DNS name is "myportal.acme.com", you

must open http://myportal.acme.com/admin .

After connecting, you can switch to any other portal as described in Navigating between

Virtual Portals (on page 23), or to the Global Administration View as described in

Accessing the Global Administration View (on page 23).

The CTERA Portal opens displaying the Administrator Login page.


3 Click Log In.

Getting Started 2


The Administration Control Panel opens displaying the Main > Dashboard page.

Using the CTERA Portal

CTERA Portal interfaces consist of the following elements

Navigation pane. Used for navigating between pages in the CTERA Portal.

Main frame. Displays the CTERA Portal pages, each of which contains controls and

information.

Status bar. Displays general and session-specific controls and information.

The following figure displays these elements in the Staff Control Panel:

2 Getting Started


The Navigation Pane

The navigation pane includes several menu sections, each of which can be opened to reveal

its contents.

If desired, the navigation pane can be hidden, in order to expand the main frame.

Opening Menu Sections

In order to view the contents of a menu section in the navigation pane, you must open it.

To open a menu section

Do one of the following:

Click on the section's name.

Next to the section's name, click .

The section opens, revealing its contents.

The Main Frame

The main frame displays information and controls for the menu section you selected. When

information is displayed in tables, you can sort the table according to a specific column and

choose which columns should appear in the table. In addition, the main frame includes

controls for refreshing its contents and quickly accessing the Home page.

Sorting Tables

You can sort a table according to a specific column, in ascending or descending order.

To sort a table acc ording to a column

1 Click on the desired column's heading.

Getting Started 2


The table is sorted according to the column. An arrow in the column's heading indicates

that the table is sorted according to the column. The arrow's direction indicates the sort

order.

In this example, the table is sorted according to the Date column, in ascending order.

2 To reverse the column's sort order, click on the column's heading again.

The sort order is reversed.

3 To select the desired sort order from a list, do the following:

a Mouse-over the column's heading.

An arrow appears in the right side of the column heading.

b Click on the arrow, then click on the desired sort order in the drop-down list.

The column is sorted accordingly.

Navigating between Table Pages

When a table contains multiple pages of data, you can navigate between the pages by using

the controls at the bottom of the screen.

To navigate between pages

Do any of the following:

To navigate to the next page, click .

To navigate to the previous page, click .

2 Getting Started


To navigate to page 1, click .

To navigate to a specific page, in the Page field, type the desired page number.

Searching Tables

If a search box appears above a table, you can search for specific items in the table.

To search for items in a table

1 In the search box at the top-right corner of the main frame, type a string according to

which you want to search.

The CTERA Portal will look in all table columns for items that contain the specified string.

The search is case-insensitive.

For example, searching for "th" in the Users table could return the following results:

JohnSmith, ThomasB, and MatthewJones.

2 If the Search drop-down list appears next to the search box, you can specify the scope of

the search, by doing any of the following:

To limit the search to specific parameters only, click the Search drop-down list, then

select the check boxes next to the desired parameters and clear all other check boxes.

To expand the search to all parameters, click the Search drop-down list, then select

the Select All check box.

3 Click .

The search results are displayed.

Refreshing Page Contents

Some of the pages in the main frame contain a button that allows you to refresh the page's

contents.

To refresh a page's contents

At the bottom of the main frame, click .

The page's contents are refreshed.

Accessing the Home Page

The main frame contains a shortcut that enables you to quickly access the Home page from

any other page in the CTERA Portal.

To quickly access the Home page

In the top-left corner of the main frame, click .

The Home page appears.

Getting Started 2


The Status Bar

The status bar includes the following elements:

Your user name

A button for logging out of the CTERA Portal

See Logging Out (on page 24).

A button for accessing online help

The firmware version

A drop-down list for navigating between virtual portals (Administration Control Panel

only)

See Navigating between Virtual Portals (on page 23).

Navigating between Virtual Portals

Global administrators can navigate between virtual portals as needed.

This task can be performed in the Administration Control Panel only.

To navigate between virtual portals

In the status bar, in the Portal drop-down list, select the virtual portal you want to access.

The desired virtual portal's Main > Dashboard page appears.

Accessing the Global Administration View

Global administrators can access to the Global Administration View.

This task can be performed in the Administration Control Panel only.

To acce ss the Global Administration View

In the status bar, in the Portal drop-down list, select Administration.

2 Getting Started


The Global Administration View appears displaying the Main > Dashboard page.

Accessing Online Help

To access online hel p

In the status bar, click Help.

Logging Out

To log out of the CTERA Portal

In the status bar, click Logout.

You are logged out of the CTERA Portal.

Tip

You will be automatically logged out after a period of inactivity.


This chapter explains how to configure global settings. These settings are shared across all

virtual portals.

The tasks in this chapter can be performed in the Global Administration View only.

In This Chapter

Configuring Default Settings for Virtual-Portals ------------------------------------------------------------- 25

Managing the CTERA Portal License --------------------------------------------------------------------------- 34

Branding the CTERA Portal --------------------------------------------------------------------------------------- 39

Configuring Global Settings -------------------------------------------------------------------------------------- 43

Configuring Global Mail Server Settings ---------------------------------------------------------------------- 45

Managing Certificates --------------------------------------------------------------------------------------------- 47

Customizing Global Email Notification Templates ---------------------------------------------------------- 60

Configuring Default Settings for Virtual-Portals

You can globally configure the default settings for virtual portals, such as:

Whether end users in reseller portals can open a CTERA Portal account on their own, and

the requirements for doing so

Whether vouchers can be used by end users in reseller portals

Whether the folders of users who have no quota should be automatically deleted after a

period of time

These settings will be inherited by all virtual portals and can be optionally overridden per

virtual portal. For information on overriding these settings on a per-virtual portal basis, see

Overriding Global Portal Settings (see "Overriding the Global Virtual Portal Settings" on

page 67).

This task can be performed in the Global Administration View only.

To configure global virtual portal settings

1 In the navigation pane, click Settings > Virtual Portal Settings.

3 Configuring Global Virtual Portal Settings



The Settings > Virtual Portal Settings page appears.

2 Complete the fields using the information in the following table.

3 Click Save.

Configuring Global Virtual Portal Settings 3


Table 1: Virtual Portal Settings Fields

In this field... Do this...

Minimum Password Length Type the minimum number of characters that must be used in

a CTERA Portal account password.

The default value is 7 characters.

Require password change every Select this option to require CTERA Portal users to change their

password after a certain number of months, then specify the

desired number of months in the field provided.

When the specified number of months has elapsed, the user's

password will expire, and they will be required to configure a

new password upon their next login.

Support Email Type the email address to which support requests should be

sent.

This email address will appear in the From field of all email

notifications sent by the CTERA Portal system.

Support URL Type the URL to which CTERA Portal users should browse for

customer support.

This URL will appear at the bottom screen in the End User

Portal interface, as well as in all email notification templates.

Email Sender's Name Type the email address that should appear in the From field of

notifications sent to end users and staff by the virtual portals.

For example: "CTERA Customer Service ".

Delete files of zero quota users

after

Select this option to specify that the storage folders of

customers who have no quota (for example, customers with

expired trial accounts) should be deleted automatically after a

certain number of days, then specify the desired number of

days in the field provided.

Enabling this option helps free storage space.

A notification is sent to the customer prior to deletion,

prompting the customer to purchase cloud storage in order to

avoid the scheduled deletion of their files.

Storage folders of over-quota users with a non-zero quota will

not be deleted.

The default value is 14 days.

Reseller Portal Settings These fields are relevant for reseller portals only.



Allow self-registration Select this option to allow end users to sign up for a CTERA

Portal account, by surfing to the CTERA Portal and filling in a

form.

If this check box is cleared, the registration form will not appear

in the CTERA Portal, and users will be defined only by an

administrator.

If selected, the Require voucher and Require Email

Confirmation fields are enabled.

Require voucher Select this option to require end users to supply a valid voucher

code when registering a new CTERA Portal account.

Require email confirmation Select this option to require end users to confirm their

registration by email, in order for their CTERA Portal account to

be activated.

This is recommended, since it ensures that the user has

entered a valid email address.

Require company Select this option to require end users to specify their

company, when registering a new CTERA Portal account.

Enable vouchers support Select this option to enable the use of vouchers in the CTERA

Portal.

If this option is cleared, the Provisioning > Vouchers menu item

will not appear in the navigation pane.

See Managing Vouchers (on page 247).

Team Portal Settings These fields are relevant for team portals only.

Enable Home Folders If enabled, a home folder is automatically created for each user

in the team portal.

Enable Projects If enabled, team portal members can create collaboration

projects.

Default Settings for New Folder

Groups



Use encryption Select this option to specify that the Encryption check box

should be selected by default in all new folder groups' settings;

that is, data in newly created folder groups will be stored in

encrypted format by default.

If encryption is not needed, and you want to improve

performance, you can disable this option.

Note: This value applies to new folder groups only and cannot

be changed for existing folder groups.

Note: Passphrase protection is only available in encrypted

folders.

Use compression Select this option to specify that data in newly created folder

groups will be stored in encrypted format by default. The

Compression check box will be selected by default in all new

folder groups' settings.

Clearing this option results in higher performance; however,

more storage space will be used.

Specify the default compression method used by new folder

groups by selecting one of the following from the dropdown

list:

High Compression

High Speed

The default value is High Speed.



Cloud FS version Select which cloud storage encoding scheme to use for new

folder groups. In the current version, CloudFS1 is the only

supported cloud storage encoding scheme for folder groups.

Select one of the following:

CloudFS1. Currently, the only supported cloud storage

encoding scheme.

CloudFS2. Experimental and reserved for future use. Do

not use this option without consulting with CTERA Support.

The default value is CloudFS1.

CloudFS1



Average Block Size Select the average block size used by new folder groups when

cloudFS1 is selected as the default cloud storage encoding

scheme.

The CTERA de-duplication engine splits each stored file into

blocks. Increasing the Average Block Size causes the files to be

split into larger chunks before storage, and results in increased

read/write throughput at the cost of a reduced de-duplication

ratio. Increased block size is useful for workloads that require

high performance, as well as for those that do not gain greatly

from de-duplication (for example, where the stored files consist

mostly of videos, images, and music files that are not

frequently modified).

Decreasing the average block size results in better

de-duplication, since the portal can better identify

finer-grained duplicate data.

Note: Changing this value does not affect existing folder

groups. The new value applies to new folder groups only.

The default value is 512KB.

Average Map File Size Type the average map file size used by new folder groups when


scheme.

CTERA Portal uses file maps to keep track of the blocks each file

is made of. The Average Map File Size represents the

maximum size of file that will be represented using a single file

map object. For example, if the average map file size is set to

100MB, files of up to approximately 100 MB will have one file

map, files of up to approximately 200MB will have two file

maps, and so on.

Reducing the average map file size causes more file maps to be

created per file. This may result in smoother and less bursty

streaming of files; however, it will also result in some extra

overhead for creating, indexing, and fetching the additional file

maps.



The default value is 640000 KB.



Minimum Map File Blocks Type the minimum number of de-duplication blocks that a file

must contain in order to trigger creation of a mapfile object.

Files with less than this amount will not create a mapfile object,

and instead store the list of blocks directly in the database.

The default value is 4.

Note: For backwards compatibility with firmware versions

earlier than 3.1, set this field's value to 1.

CloudFS2

Average Block Size Select the average block size used by new folder groups when


scheme.

The CTERA de-duplication engine splits each stored file into

blocks. Increasing the Average Block Size causes the files to be

split into larger chunks before storage, and results in increased

read/write throughput at the cost of a reduced de-duplication

ratio. Increased block size is useful for workloads that require

high performance, as well as for those that do not gain greatly

from de-duplication (for example, where the stored files consist

mostly of videos, images, and music files that are not

frequently modified).

Decreasing the average block size results in better

de-duplication, since the portal can better identify

finer-grained duplicate data.

Note: Changing this value does not affect existing folder

groups. The new value applies to new folder groups only.

The default value is 512KB.



Average Map File Size Type the average map file size used by new folder groups when


scheme.

CTERA Portal uses file maps to keep track of the blocks each file

is made of. The Average Map File Size represents the

maximum size of file that will be represented using a single file

map object. For example, if the average map file size is set to

100MB, files of up to approximately 100 MB will have one file

map, files of up to approximately 200MB will have two file

maps, and so on.

Reducing the average map file size causes more file maps to be

created per file. This may result in smoother and less bursty

streaming of files; however, it will also result in some extra

overhead for creating, indexing, and fetching the additional file

maps.



The default value is 640000 KB.

Default Settings for New User Complete these fields for both reseller and team portals.

Interface Language Select the default language for new users. This language can be

overridden by end users in the End User Portal.

The following languages are supported: English, French,

German, Hebrew, Italian, Polish, and Spanish.

Backup Deduplication Level Specify the default de-duplication level to use for backup

folders, for all new users. Select one of the following:

User. Create a single folder group for each user account,

containing all of the user account's backup folders.

De-duplication is performed for the user account's folder

group. This is the default value for both reseller and team

portals.

Folder. Create a folder group for each of a user account's

devices, containing all of the device's backup folders.

De-duplication is performed separately for each of the user

account's folder groups.



Cloud Drive Deduplication Level Specify the default de-duplication level to use for cloud folders,

for all new users. Select one of the following:

User. Create a single folder group for each user account,

containing all of the user account's cloud folders.

De-duplication is performed for the user account's folder

group. This is the default value for reseller portals.

Portal. Create a single folder group for each virtual portal,

containing all of the cloud folders in the portal. This option

is relevant for team portals only. It is the default value for

team portals.

Folder. Create a folder group for each of a user account's

devices, containing all of the device's cloud folders.

De-duplication is performed separately for each of the user

account's folder groups.

Remote Access Settings

Remote Access Redirection Specify whether Web clients attempting to remotely access a

device should be redirected to communicate directly with the

device, instead of relaying communications through the CTERA

Portal. Select one of the following:

Public IP Redirect. Redirect Web clients to the device's

public IP address.

Private IP Redirect. Redirect Web clients to the device's

private IP address.

No Redirect. Do not redirect communications between

Web clients and the device. Relay all communications

through the CTERA Portal.

The default value is Private IP Redirect.

Use HTTPS for remote access Select this option to use HTTPS for remotely accessing devices,

using the remote access service.

For example, if a device is named "dev1" and the portal is

names "portal.mycompany.com", then enabling this option will

cause the client's browser to be automatically redirected from

the HTTP URL http://dev1.portal.mycompany.com to the

HTTPS-secured URL

https://portal.mycompany.com/devices/dev1.



Managing the CTERA Portal License

The CTERA Portal license limits the number of CTERA Appliance licenses, CTERA Workstation

Backup licenses, CTERA Server Agent licenses, and Cloud Drive licenses, that can be

provisioned throughout the CTERA Portal.

The CTERA Portal includes a 30-day evaluation license that includes the following:

50 CTERA appliance licenses

10 CTERA Workstation Backup licenses

10 CTERA Server Agent licenses

10 Cloud Drive licenses.

Once this license has expired, or if you require additional licensing, you must install a new

license key.

These tasks can be performed in the Global Administration View only.

How the CTERA Portal License Works

The CTERA Portal license specifies license quotas for each of the following

CTERA Appliance Licenses

This license quota specifies the number of CTERA appliance licenses that can be

provisioned.

CTERA Server Agent Licenses

This license quota specifies the number of CTERA Server Agent licenses that can be

provisioned. A CTERA Server Agent is a CTERA Agent installed on a Windows or Linux

Server.

CTERA Workstation Backup Licenses

This license quota specifies the number of CTERA Workstation Backup licenses that can

be provisioned. A CTERA Workstation Backup allows Cloud Backup of a single desktop or

laptop machine.

Tip

The CTERA Workstation Backup license includes the Cloud Backup Service only. For file sync and share services, a Cloud Drive license is required.

CTERA Cloud Drive Licenses

This license quota specifies the number Cloud Drive licenses that can be provisioned. Each

CTERA Cloud Drive license allows the enabling of the Cloud Drive service for a single user

account.



This license is subdivided when you allocate quotas to virtual portals, by assigning the virtual

portals to global plans and add-ons. For example, if the CTERA Portal license includes 20

appliance licenses, 20 workstation backup licenses, 20 server agent licenses, and 20 cloud

drive licenses, and there are two virtual portals, you may choose to allocate half of the

appliance, workstation backup, server agent, and cloud drive quotas to each virtual portal. In

this case, each virtual portal will be allocated quotas for 10 appliances, 10 workstation

backups, 10 server agents, and 10 cloud drives.

With each virtual portal, the CTERA Portal license can be further subdivided, when quotas are

allocated to user accounts via plans and add-ons. For example, if a virtual portal is allocated

quotas for 10 appliances, 10 workstation backups, 10 server agents, and 10 cloud drives, and

there are up to ten user accounts, the reseller portal owner may choose to define a plan that

includes quotas for 1 appliance, 1 workstation backup, 1 server agent, and 1 cloud drive.

These quotas are then allocated to the user accounts in the virtual portal. The following

figure shows an example of what a CTERA Portal license might include and how its quotas

might be divided.

How Team Portals and Reseller Portals Differ

Licenses are consumed in team portals and reseller portals in slightly different ways:

In Team Portals: Any licenses provisioned to a specific team portal are immediately

consumed from the Portal License. Within the team portal it is possible to optionally limit

how many licenses or storage each user can consume, by assigning a plan to the user.



In Reseller Portals: It is possible to optionally define a limit on the number of licenses and

amount of storage consumed by each Reseller Portal, by assigning global plans and

add-ons to the portal. However at this stage, no portal licenses are consumed. Portal

licenses are consumed only when specific users within the reseller portal are provisioned

with licenses.

Adding License Keys


To add a license key

1 Purchase a new license key from your CTERA authorized reseller, while specifying your

portal's DNS suffix, and the number of required appliance, server agent, and workstation

agent licenses.

You can view your CTERA Portal's DNS suffix, in the Global Administration View's Settings

> DNS page.

You will receive one or more license keys.

2 In the navigation pane, click Settings > License.

The Settings > License page appears.

3 Click Add license key.



The Add License Keys dialog box opens.

4 Copy the license key you received from CTERA, and paste it into the text box.

To add more than one key, paste each key on a new line.

The system verifies and activates the license keys by contacting the CTERA Activation

service. As each license key is activated, it is associated with this installation of CTERA

Portal.

5 (Optional) Add a comment in the Comment field. The comment will be displayed in the

License page. You can use this comment to document the purchase order number

associated with the license, and the like.

6 Click Save.

Removing License Keys


To remove a license key



2 Select the license key, and then click Remove license key.

A confirmation message appears.

3 Click Yes.

The license key is removed.



Viewing CTERA Portal License Information


To view CTERA Portal license information

In the navigation pane, click Settings > License.

The Settings > License page appears with a list of installed license keys. For information

on the fields displayed, see License Key Fields (page 38).

The bottom of the page displays a summary of license usage for all installed keys. For

information on the fields displayed, see License Usage Overview Fields (page 39).

Table 2: License Key Fields


Key The license key.

Status The license key's status. This can be any of the following:

OK. The license is valid.

Expired on date. The license expired on the specified date.

Expires in X days. The license will expire X days from now.

Appliances The number of CTERA appliance licenses included in the license

key. You cannot define more than the number of licensed

appliances in the portal.

Server Agents The number of server agent licenses included in the license key.

Workstation Backups The number of workstation agent backup licenses included in

the license key. This is the maximum number of workstation

agents running the Cloud Backup service that you can connect

to the portal. Workstation agents using Cloud Drive

synchronization but not using Cloud Backup do not consume

these licenses.

Cloud Drives The number of cloud drive licenses included in the license key.

Cloud drive licenses are per portal user. There is no limit to the

number of workstation agents that can synchronize to each

user's cloud drive.

Comment Any comment about the license key that was entered when the

key was added.



Table 3: License Usage Summary Fields


Installed Licenses The total number of appliance, server agent, workstation

backup, and cloud drive licenses supported by the installed

license keys.

Usage The total number of appliance, server agent, workstation

backup, and cloud drive licenses that have been provisioned.

Remaining The total number of appliance, server agent, workstation

backup, and cloud drive licenses that have not yet been

provisioned.

Exporting License Keys to Excel

You can export the list of installed license keys and their details to a Comma-Separated

Values (*.csv) file on your computer, which you can open in Microsoft Excel.


To export license keys



2 Click Export to Excel.

The license keys are exported.

Branding the CTERA Portal

You can globally configure default branding settings for all virtual portals, by specifying a

global skin with your company logo and color scheme, as well as a custom Login page.

For information on overriding these settings on a per-virtual portal basis, see Overriding

Global Branding Settings (on page 68).


Creating Skins

To create a skin

1 Request a basic skin from CTERA support.

2 Extract the ZIP file that you received.

3 Edit the HTML and CSS files as desired.



4 Replace the graphic files as desired.

5 Put the changed files back in the ZIP file.

6

Uploading Skins

To upload a global skin

1 In the navigation pane, click Settings > Skins.

The Settings > Skins page appears.

2 Click Upload.

The Skin Upload Wizard appears displaying the Select a file to upload dialog box.

3 Click Upload and browse to the desired *.skin file.



The skin is uploaded.

At the end of the process, the Completing the Skin Upload Wizard screen appears.

4 Click Finish.

Viewing Skins

To view all global skins

In the navigation pane, click Settings > Skins.

The Settings > Skins page appears displaying all skins.

The currently applied global skin is marked with the icon. This skin is used on all

virtual portals, expect where locally overridden.

The table includes the following columns.

Table 4: Skins Fields

This fiel d... Displays...

Name The skin's name.

Custom CSS Indicates whether the skin includes a custom CSS stylesheet

(Yes/No).

Custom Login Page Indicates whether the skin includes a custom Login page (Yes/No).

Size The *.skin file's size.



Applying Skins

When you apply a global skin, it is used as the default skin on all virtual portals.

To apply a global skin to all virtual portals



2 Select the desired skin's row.

3 Click Mark as Current.

The selected skin is applied on all virtual portals in the system, except where locally

overridden. It is marked with the icon.

Removing the Current Skin Selection

You can remove the current skin selection. This will cause all the virtual portals (for which the

global skin is not overridden) to revert to using the default CTERA Portal branding.

To remove the current skin selection



2 Click Remove Current.

The current skin selection is removed.

Deleting Skins

To delete a global skin



2 Select the desired skin's row.

3 Click Delete.

A confirmation message appears.

4 Click Yes.

The skin is deleted.



Configuring Global Settings

You can configure the DNS suffix that will be appended to each virtual portal's name, in order

to create the virtual portal's DNS name. For example, if a virtual portal's name is "myportal",

and the DNS suffix is "acme.com", then the virtual portal's DNS name will be

"myportal.acme.com".

The DNS name is required in order to connect directly to a virtual portal. For example, in

order to connect directly to a reseller portal whose DNS name is "myportal.acme.com":

An end user must log in at http://myportal.acme.com .

A reseller staff administrator must log in at http://myportal.acme.com/staff .

A global administrator must log in at http://myportal.acme.com/admin . The global

administrator may later switch to a different portal as described in Navigating between

Virtual Portals (on page 23).

If the remote access service is enabled, device users can remotely log in to the device at

http://mydevice.myportal.acme.com .

Tip

If a global administrator connects to the host by IP address and not by DNS name (for

example, http://1.2.3.4/admin), they will be connected to the Global Administration

View. They can then navigate to their virtual portal of choice, as described in Navigating

between Virtual Portals (on page 23).



In addition, you can also configure the CTERA Portal time zone.


To configure global settings

1 In the navigation pane, click Settings > Global Settings.

The Settings > Global Settings page appears.


3 Click Save.

4 If you changed the time zone, restart all the servers in the CTERA Portal cluster, in order

for the change to take effect.

Table 5: Global DNS and Time Zone Settings Fields


DNS Suffix Type the global DNS suffix to use for all virtual portals.

Timezone Select the CTERA Portal's time zone.

System Admin require password

change every

Select this option to require the CTERA Portal administrators to

change their password after a certain number of months, then

specify the desired number of months in the field provided.

When the specified number of months has elapsed, the

administrator's password will expire, and they will be required

to configure a new password upon their next login.



Configuring Global Mail Server Settings

You can configure global mail server settings that will be inherited by all servers. For

information on overriding these settings on a per-server basis, see Editing Server Settings

(see "Editing Server General Settings" on page 269).


To configure global mail server settings

1 In the navigation pane, click Settings > Mail Server.

The Settings > Mail Server page appears.ac44538


3 Click Save.

4 To validate SMTP mail server settings, click Test Email to send a test email. Verify that you

receive the test mail at the email address defined in your administrator user account.

5 If you changed the SMTP settings, restart the portal servers in order for the changes to

take effect.



Table 6: Mail Server Settings Fields


Enable Email Sending Select this option to enable sending email messages from the

CTERA Portal to users.

The SMTP Server, SMTP Port, and Sender Email fields are

enabled.

SMTP Server Type the outgoing mail server address for sending email

messages from the CTERA Portal to users.

SMTP Port Type the port number for sending email messages from the

CTERA Portal to users.

Sender Email Type the email address that should appear in the From field of

notifications sent to global administrators by the global portal.

For example: "CTERA Customer Service ".

Enable TLS Select this option to use Transport Layer Security (TLS)

encryption for sending email messages from the CTERA Portal

to users.

Server requires authentication Select this option if the SMTP server requires authentication.

The Username and Password fields are enabled.

Username Type the user name that the CTERA Portal should use when

authenticating to the SMTP server.

Password Type the password that the CTERA Portal should use when

authenticating to the SMTP server.



Managing Certificates

Certificates are used as part of the Transport Level Security (TLS) protocol. They enable users'

Web browsers, CTERA appliances, and CTERA Agents to verify that the CTERA Portal server

with which they are communicating is authentic and not spoofed. If the CTERA Portal does

not have a valid certificate installed, CTERA appliances and CTERA Agents will not be able to

connect to it.

You must install an SSL certificate on the CTERA Portal in order to enable devices to connect

to the CTERA Portal, and to prevent a security warning from being displayed when users

attempt to access the CTERA Portal via HTTPS. The certificate must meet the following

requirements:

If multiple virtual portals are configured, then each virtual portal has its own DNS name.

In this case, the SSL certificate should be a wildcard certificate, that is, the DNS name

embedded in the certificate should start with "*". For example, if the CTERA Portal's DNS

name is myportal.com, and there are two virtual portals, portal1.myportal.com and

portal2.myportal.com, you should buy a wildcard certificate for *.myportal.com.

If you have only one portal, and do not intend to configure multiple virtual portals, then it

is sufficient to purchase a regular SSL certificate (not a wildcard certificate). For example,

ctera portal administrator guide datacenter edition.pdf

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