V5 Installation and Administration Guide GlobalSCAPE, Inc. (GSB) 4500 Lockhill-Selma Road, Suite 150 Address: San Antonio, TX (USA) 78249 Sales: (210) 308-8267 Sales (Toll Free): (800) 290-5054 Technical Support: (210) 366-3993 Web Support: http://www.globalscape.com/support/ © 2004-2016 GlobalSCAPE, Inc. All Rights Reserved January 4, 2016 Table of Contents Introduction to Wide Area File Services (WAFS™) ...................................................................................... 9 What's New? ........................................................................................................................................... 9 WAFS Overview ................................................................................................................................... 11 WAFS Deployment ......................................................................................................................... 11 Continuous Data Protection Deployment ....................................................................................... 12 File-Naming Conventions ..................................................................................................................... 12 WAFS Folders ...................................................................................................................................... 13 Quick Start Checklist ............................................................................................................................ 15 Quick Reference ................................................................................................................................... 17 Installing, Upgrading, and Repairing WAFS ............................................................................................... 19 System Requirements and Prerequisites ............................................................................................. 19 WAFS Processes.................................................................................................................................. 20 Installing WAFS .................................................................................................................................... 20 Installing the WAFS Vault in a Cluster ................................................................................................. 26 Changing the Default Administrator Account ....................................................................................... 27 Upgrading WAFS .................................................................................................................................. 28 Upgrading WAFS in a Cluster .............................................................................................................. 33 Changing, Repairing, or Removing WAFS ........................................................................................... 34 Activating WAFS License Information .................................................................................................. 35 Common Problems with WAFS Configuration ..................................................................................... 36 Antivirus Settings .................................................................................................................................. 37 Support Center ..................................................................................................................................... 37 WAFS Agent Manager Interface ................................................................................................................. 37 Agent Manager Interface ...................................................................................................................... 37 Starting and Stopping the Agent Service ............................................................................................. 45 Placing the Agent Offline ...................................................................................................................... 46 Managing the Agent in the WAFS Agent Manager .............................................................................. 46 Logging Activity..................................................................................................................................... 50 Delaying the Upload of File Changes ................................................................................................... 51 Automatically Refreshing Windows Explorer ........................................................................................ 52 Specifying Whether to Use HTTP......................................................................................................... 53 Disabling/Enabling Change Notifications ............................................................................................. 54 Changing the Name of the Agent ......................................................................................................... 55 Changing the WAFS Drive Letter ......................................................................................................... 55 Changing the Vault IP Address or Port in the Agent Manager ............................................................. 56 iii WAFS v5 User Guide Filtering Folders or Files ....................................................................................................................... 57 Creating Filters ............................................................................................................................... 57 Removing Filters ............................................................................................................................ 59 Suspending or Changing the Mirroring Schedule ................................................................................. 59 Viewing a List of Opened Files and Folders ......................................................................................... 60 Viewing Real-Time Activity on the Agent ............................................................................................. 61 Viewing Details of Jobs Defined on the Agent ..................................................................................... 61 Viewing or Changing the Agent Manager Log ...................................................................................... 62 Editing the Agent Manager Log's XML File .................................................................................... 64 Viewing Details of Defined Jobs ........................................................................................................... 65 Viewing Real-Time Vault Activity .......................................................................................................... 66 Viewing Vault Information in the WAFS Agent Manager ...................................................................... 67 Viewing Vault URL History ................................................................................................................... 68 Managing Jobs in the WAFS Agent Manager ...................................................................................... 69 Creating a New Job or Linking to an Existing Job ................................................................................ 75 Linking (Adding) a Folder to an Existing Job ........................................................................................ 81 Counting the Files and Folders in a Job ............................................................................................... 81 Changing Data Access Options ............................................................................................................ 83 Unmonitored Replicated Data Access ........................................................................................... 84 Offline Replicated Data Access ..................................................................................................... 84 Viewing Replication Information ........................................................................................................... 85 Specifying Replication Direction and Mode (ACL Manager) ................................................................ 86 Setting the ACL in Windows .......................................................................................................... 88 User Management ................................................................................................................................ 89 Changing the Username or Password for a Job .................................................................................. 91 Changing the Bandwidth Throttling Settings ........................................................................................ 92 Enabling or Disabling Sync Burst ......................................................................................................... 93 WAFS Vault Interface .................................................................................................................................. 93 Configuring a Browser for the Vault Web Interface .............................................................................. 93 Accessing the Vault in the Web Interface ............................................................................................. 94 Starting and Stopping the WAFS Vault Service ..................................................................................