Assureon Administration Guide
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® Assureon Administration Guide Version 8.3 NEXSAN | 325 E. Hillcrest Drive, Suite #150 | Thousand Oaks, CA 91360 USA Printed Monday, January 27, 2020 | www.nexsan.com Copyright © 2000-2020 Nexsan Technologies, Inc.. All Rights Reserved Worldwide. www.nexsan.com Trademarks Assureon® is a registered trademark of Nexsan Technologies, Inc.. SATABlade, SATABoy, SATABeast, Nexsan E60™, Nexsan E60X™, Nexsan E18™, and the Nexsan logo are trademarks or registered trademarks of Nexsan. Microsoft, Microsoft Windows, Microsoft Internet Explorer, Microsoft SQL Server, and Microsoft Visual Studio .NET are registered trademarks of Microsoft Corporation. All other trademarks and registered trademarks are the property of their respective owners. Patents This product is protected by one or more of the following patents, and other pending patent applications worldwide: United States patents US7,801,871, US8,086,578 United Kingdom patents GB2296798B, GB2297636B About This Document Unauthorized use, duplication, or modification of this document in whole or in part without the written consent of Nexsan Technologies, Inc. is strictly prohibited. Nexsan reserves the right to make changes to this manual, as well as the equipment and software described in this manual, at any time without notice. This manual may contain links to Web sites that were current at the time of publication, but have since been moved or become inactive. It may also contain links to sites owned and operated by third parties. Nexsan is not responsible for the content of any such third-party site. Contents Contents Contents iii Chapter 1: Getting started 11 Launching the System Administration Web interface 12 Chapter 2: Assureon system administration 15 Overview of Assureon system administration 16 File Systems, Organizations, and Watches 16 Main menu 18 Configuring the System 19 System Administrator Web access 20 Security options 22 High-speed Assureon with RoCE 23 Setting thresholds 24 Setting thresholds for statistics gathering 25 Setting disk capacity thresholds 26 Setting thresholds for message queues 27 Monitoring network connectivity 28 Setting Assureon client thresholds 29 Setting SQL jobs thresholds 29 Setting CPU and memory thresholds 31 Monitoring the folders for Organizations 32 Setting the update interval for service monitoring 33 Setting the Ingestion update interval 33 Setting hardware monitoring thresholds 33 Viewing the Assureon Server status 35 Statistics panel 36 Disks panel 36 Queues panel 36 Connectivity panel 37 SQL Jobs panel 37 CPU & Memory panel 37 Folders panel 37 Services panel 37 Ingestion panel 37 Nexsan Assureon www.nexsan.com iii Contents Hardware panel 37 Viewing overall system health 38 Clients 38 External storage 39 Monitoring the System State 40 About thresholds 41 Monitoring tasks 42 Monitoring Assureon Queues 42 Searching for and restoring files 44 Generating reports 47 Viewing space consumption, disposition details, and predictive analytics 48 Viewing client trends 49 Viewing summary and date-specific reports 49 Using the Access Control pages 52 Classifying archived files - Access Classification page 52 Configuring read access 53 Reviewing file access logs 56 Working with retention rules 58 Adding a retention rule 59 Using archive folders 61 Setting archive folder rules 61 Using archive folder templates 62 Using the Clients page 64 Running a client synchronization 66 Displaying client Information 66 Using the Assureon Services page 68 Managing services 68 Using the Archive Folders Editor 70 Tasks 71 Archive Folders 71 Archive Folders for 75 The Search Engine 76 The Indexing wizard 77 Using Watch variables 77 Unity Active Archive 81 Using the Events page 82 Working with event logs 82 Managing email alerts 83 Using the System Audit Trail 85 Managing disposition of files 87 Setting disposition overrides 87 Selecting files for disposition 89 Working with scheduled disposition jobs 91 Viewing disposition logs 92 Changing the disposition schedule 93 Scheduling disposition of excess file versions 94 Disposing of excess file versions manually 95 Using the Auditing page 96 Managing integrity audits 96 Using the Scheduled Audit Configuration wizard 98 Using the Manual Audit Configuration wizard 99 Viewing integrity audit logs 101 Nexsan Assureon Administration Guide Version 8.3 iv Contents Viewing incomplete transaction logs 102 Configuring File Systems and Organizations 104 About Organizations and File Systems 107 Active-Active Plus configurations 107 Non-ASP model 107 ASP fully-hosted model 107 ASP DR model 108 Using the File System wizard 108 Applying Rollover settings 111 Advanced system administration tasks 114 Using the IIS Administration page 114 Certificate mapping 115 Virtual directory configuration 115 IIS administration 115 DNS records update 115 Using the Job Management page 115 Using the Storage Devices page 117 Using the Authorization Management page 117 Using the Organization Security page 118 Using the Options page 119 Using the Support page 121 Using Remote Desktop 121 Using CallHome 121 Logs 122 Upgrades 122 Contact Us 122 Chapter 3: The Client Service 123 Installing the Client Service 124 Client Service taskbar icon 126 Assureon client options 126 Secure File Transfers 128 Client Service For Laptops 128 Assureon property sheet 128 Low disk space warning 129 Archive folder icons 129 Safe Shortcuts 129 About Sparse Files 129 About Virtual Shortcuts 130 About the Filter Driver 130 About empty files 131 Chapter 4: Assureon Explorer 133 About Assureon Explorer 134 Restore options 135 Assureon Explorer command line 136 Chapter 5: The File Synchronization utility 137 File Synchronization dialog box 138 Starting a new file sync 139 Nexsan Assureon www.nexsan.com v Contents Archiving Sync 140 Shortcutting - Safe Shortcuts 142 Reporting - View Sync Reports 143 Directory Security - Sync 145 Disposition - Delete disposed shortcuts 146 File Synchronization command line 148 Scheduling a synchronization process using the Windows Task Scheduler 148 Change Journal 149 File Sync Request Watcher 150 Appendix A: Environment-specific configurations 153 Using certificates for authentication 154 Installing a certificate 154 Exporting and mapping a new certificate 158 Configuring the client to use a certificate 161 Integration with Symantec EV 162 Creating an Assureon Archive partition 162 Installing Assureon Client Services 163 Creating an Archive folder 163 Scheduling a Sync 164 Security Certificate 164 ADAM security model 164 Mac OS character support 166 Opened firewall ports 166 Windows updates 167 Read files from site 2 167 NFS access 168 Creating a UNIX mount point 170 Appendix B: Advanced options 173 Backing up with a replicated configuration 174 Assureon server outage 174 Shutting down or restarting Assureon 174 Store data protection 174 Time synchronization 175 Clustered NAS 175 Virtual Shortcuts with Clustered NAS 175 Database Transaction Log Shipping 175 NTFS security integration 176 Data Migration wizard 176 Appendix C: System messages 177 Disposition messages 178 Key Manager messages 179 Key Server proxy messages 180 Manifest Server messages 181 Object Request Broker messages 181 Storage Server messages 185 Storage Web Services messages 186 Restore Server messages 186 Nexsan Assureon Administration Guide Version 8.3 vi Contents Glossary 187 Index 191 Nexsan Assureon www.nexsan.com vii About this document This guide contains detailed information about the Assureon System Administration console, a Web-based portal used to manage and monitor the system and files stored within the system. This guide assumes that Assureon is installed and that you have a user name and password to access the system administration console. Access to the system administration pages is controlled by security groups. The AssureonAdmin user has access to all the pages. Depending on your user, you may not have access to all the pages described in this guide. For more information, see System Administrator Web access on page 20. Audience This guide has been prepared for the following audience: l IT system administrators l Engineers l Technicians Conventions Here is a list of text conventions used in this document: Convention Description underlined Cross-references, hyperlinks, URLs, and email addresses. blue boldface Text that refers to labels on the physical unit or interactive items in the graphical user inter- face (GUI). monospace Text that is displayed in the command-line interface (CLI) or text that refers to file or dir- ectory names. monospace Text strings that must be entered by the user in the command-line interface or in text fields bold in the graphical user interface (GUI). italics System messages and non-interactive items in the graphical user interface (GUI) References to Software User Guides Notes, Tips, Cautions, and Warnings Note Notes contain important information, present alternative procedures, or call attention to certain items. Nexsan Assureon www.nexsan.com ix About this document Tip Tips contain handy information for end-users, such as other ways to perform an action. CAUTION: In hardware manuals, cautions alert the user to items or situations which may cause damage to the unit or result in mild injury to the user, or both. In software manuals, cautions alert the user to situations which may cause data corruption or data loss. WARNING: Warnings alert the user to items or situations which may result in severe injury or death to the user. Contacting Nexsan For questions about Nexsan products, please visit the Nexsan support Web page, and the