CTERA Reseller Portal Administrator Guide
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Reseller Portal Administrator Guide CTERA Portal November 2015 Version 5.0 Copyright © 2009-2015 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, 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 in this guide. Contents About the CTERA Portal ------------------------------------------------------------------------------- 7 Management Features ---------------------------------------------------------------------------------- 7 Storage Clients -------------------------------------------------------------------------------------------- 8 CTERA Provisioning------------------------------------------------------------------------------------- 10 Getting Started ---------------------------------------------------------------------------------------- 11 Browser Requirements -------------------------------------------------------------------------------- 11 Logging into the Administration Interface ------------------------------------------------------- 11 Using the Staff Control Panel ------------------------------------------------------------------------ 13 The Status Bar ------------------------------------------------------------------------------------------- 13 Accessing Online Help --------------------------------------------------------------------------------- 13 Logging Out ---------------------------------------------------------------------------------------------- 14 Managing Devices ------------------------------------------------------------------------------------ 15 Viewing All Devices------------------------------------------------------------------------------------- 16 Viewing Individual Devices' Statuses -------------------------------------------------------------- 17 Viewing Individual Devices' Backup Status ------------------------------------------------------- 19 Viewing Individual Cloud Gateway's Storage Status ------------------------------------------- 20 Managing Cloud Drive Synchronization ----------------------------------------------------------- 23 Editing Device Settings -------------------------------------------------------------------------------- 24 Remotely Managing Devices ------------------------------------------------------------------------- 27 Remotely Performing Cloud Backup Operations on Devices -------------------------------- 28 Exporting Devices to Excel --------------------------------------------------------------------------- 30 Remote Wiping Mobile Devices--------------------------------------------------------------------- 31 Deleting Devices ---------------------------------------------------------------------------------------- 31 Viewing Reports -------------------------------------------------------------------------------------- 33 Viewing the Folders Report -------------------------------------------------------------------------- 33 Viewing the Folder Groups Report ----------------------------------------------------------------- 34 Viewing the Devices Report -------------------------------------------------------------------------- 36 Viewing the Plans Report ----------------------------------------------------------------------------- 37 Viewing the Add-Ons Report ------------------------------------------------------------------------ 39 Exporting Reports to Excel --------------------------------------------------------------------------- 40 Managing Folders ------------------------------------------------------------------------------------ 41 Overview -------------------------------------------------------------------------------------------------- 41 CTERA Portal Reseller Portal Administrator Guide i Contents Viewing Cloud Drive Folders ------------------------------------------------------------------------- 42 Viewing Backup Folders ------------------------------------------------------------------------------- 43 Creating New Cloud Drive Folders ----------------------------------------------------------------- 44 Creating New Backup Folders ----------------------------------------------------------------------- 45 Editing Cloud Drive Folders -------------------------------------------------------------------------- 46 Editing Backup Folders -------------------------------------------------------------------------------- 47 Viewing Folder Contents ------------------------------------------------------------------------------ 48 Changing Passphrases for Accessing Backup Folder Contents ------------------------------ 61 Exporting Folders to Excel ---------------------------------------------------------------------------- 62 Deleting Folders----------------------------------------------------------------------------------------- 63 Managing Folder Groups --------------------------------------------------------------------------- 65 Overview -------------------------------------------------------------------------------------------------- 65 Changing a User's Deduplication Level ------------------------------------------------------------ 66 Changing the Default Deduplication Level ------------------------------------------------------- 68 Viewing Folder Groups -------------------------------------------------------------------------------- 69 Adding and Editing Folder Groups ------------------------------------------------------------------ 70 Managing Cloud Drive Folders for Folder Groups ---------------------------------------------- 72 Managing Backup Folders for Folder Groups ---------------------------------------------------- 73 Changing Passphrases for Accessing Folder Group Contents -------------------------------- 74 Exporting Folder Groups to Excel ------------------------------------------------------------------- 75 Deleting Folder Groups ------------------------------------------------------------------------------- 75 Managing User Accounts --------------------------------------------------------------------------- 77 Inviting Users to Register ----------------------------------------------------------------------------- 77 Viewing User Accounts -------------------------------------------------------------------------------- 79 Filtering the View --------------------------------------------------------------------------------------- 80 Adding New Users -------------------------------------------------------------------------------------- 81 Editing User Profiles ----------------------------------------------------------------------------------- 83 Enabling/Disabling User Accounts ------------------------------------------------------------------ 85 Adding Users to Groups ------------------------------------------------------------------------------- 86 Provisioning User Accounts -------------------------------------------------------------------------- 88 Configuring a User's Deduplication Settings ----------------------------------------------------- 94 Viewing User Account Details ----------------------------------------------------------------------- 96 Managing a User's Devices --------------------------------------------------------------------------- 97 Managing a User's Cloud Drive Folders ----------------------------------------------------------- 97 Managing a User's Folder Groups ------------------------------------------------------------------ 98 Exporting User Accounts to Excel------------------------------------------------------------------- 98 Applying Provisioning Changes ---------------------------------------------------------------------- 99 Deleting User Accounts ------------------------------------------------------------------------------- 99 ii CTERA Portal Reseller Portal Administrator Guide Contents Managing Staff Administrators ------------------------------------------------------------------ 101 Viewing Staff Administrators ----------------------------------------------------------------------- 101 Adding and Editing Staff Administrators --------------------------------------------------------- 102 Configuring Staff Administrator Alerts ----------------------------------------------------------- 104 Deleting Staff Administrators ----------------------------------------------------------------------- 104 Configuring an IP-Based Access Control List ---------------------------------------------------- 105 Importing Staff Administrators from a File ------------------------------------------------------ 107 Customizing Administrator Roles ------------------------------------------------------------------ 109 Managing User Groups ----------------------------------------------------------------------------- 113 Overview ------------------------------------------------------------------------------------------------- 113 Viewing User Groups --------------------------------------------------------------------------------- 114 Filtering the User Groups Page --------------------------------------------------------------------- 114 Adding and Editing