Getting Started
Browser Requirements
The Administration Interface
Logging In To the Administration Interface
Managing Devices
Viewing All Devices
Viewing Individual Devices
Editing Device Settings
Syncing Content to the Portal
Performing Backup Operations
Remote Wiping Mobile Devices
Exporting a List of Devices to Excel
Deleting Devices
Viewing Reports
Viewing the Folders Report
Viewing the Folder Groups Report
Viewing the Devices Report
Viewing the Plans Report
Exporting Reports to Excel
Managing Folders
Viewing Cloud Drive Folders
Viewing Backup Folders
Creating New Cloud Drive Folders
Creating New Backup Folders
Editing Cloud Drive Folders
Editing Backup Folders
Viewing Folder Contents
Changing Passphrases for Accessing Backup Folder Contents
Exporting Folders to Excel
Deleting Folders
Maintaining Windows File Server Structure and ACLs in CTERA Portal Folders
Managing Folder Groups
Changing a User's Deduplication Level
Changing the Default Deduplication Level
Viewing Folder Groups
Adding and Editing Folder Groups
Managing Cloud Drive Folders for Folder Groups
Managing Backup Folders for Folder Groups
Changing Passphrases for Accessing Folder Group Contents
Exporting Folder Groups to Excel
Deleting Folder Groups
Managing User Accounts
Inviting Users to Register
Viewing User Accounts
Filtering the Users Page
Adding New Users
Editing User Profiles
Enabling/Disabling User Accounts
Adding Users to Groups
Provisioning User Accounts in Team Portals
Assigning User Accounts to Subscription Plans
Terminating User Accounts
Configuring a User's Deduplication Settings
Viewing User Account Details
Generating Monthly Reports
Managing a User's Devices
Managing a User's Cloud Drive Folders
Managing a User's Folder Groups
Configuring User Alerts (Administrators Only)
Exporting User Accounts to Excel
Applying Provisioning Changes
Deleting User Accounts
Customizing Administrator Roles
Configuring Single Sign On
Using Active Directory for Single Sign-On
Configuring SSO On the Portal
Using SAML 2.0 For Single Sign-On
Introduction
Identity Provider Details
Defining SAML Single Sign-on in a CTERA Portal
Managing User Groups
Viewing User Groups
Adding and Editing User Groups
Configuring User Group Members
Deleting User Groups
Using Directory Services
How Directory Service Synchronization Works
Integrating CTERA Portal with an Active Directory Domain, Tree, or Forest
Integrating CTERA Portal with an LDAP Directory Server
Integrating CTERA Portal with an Apple Open Directory Server
Manually Fetching User Data
Provisioning
Overview
Plans
Snapshot Retention Policies
Viewing Plans
Adding and Editing Plans
Setting/Removing the Default Plan
Automatically Assigning Plans
Exporting Subscription Plans to Excel
Applying Provisioning Changes
Deleting Subscription Plans
Content Protection
Collaboration Permissions
Collaboration Permissions Example
Collaboration Policy
Collaboration Policy Example
Cloud Drive Policy
Configuring Virtual Portal Settings
Changing the Settings
Password Policy
Support Settings
App Stores URL Settings
General Settings
User Registration Settings
Team Portal Settings
Default Settings for New Folder Groups
Default Settings for New User
Cloud Drive Settings
Public Links
Collaboration
Office 365 Integration
Preview Only Mode
Adding a Customized Watermark
Adding a Customized Footnote
Remote Access Settings
Advanced
Managing Device Configuration Templates
Viewing Device Configuration Templates
Adding and Editing Device Configuration Templates
Backup and Exclude Sets
Adding Backup and Exclude Sets
Modifying Backup and Exclude Sets
Selecting Applications for Backup
Cloud Backup Schedule
Backup Throughput
CTERA Agent Scripts
Cloud Drive Synchronization
Managing Sync Throughput
Marking a Firmware Image as the Current Firmware Image
Configuring Automatic Firmware Updates
Configuring the Automatic Template Assignment Policy
Setting the Default Device Configuration Template
Duplicating Configuration Templates
Deleting Device Configuration Templates
Notifications
The Notifications Dashboard
Configuring Notification Settings
Configuring Email Templates
Customizing Email Notification Templates
Email Notification Templates
Viewing Logs
Viewing System Logs
Viewing Local Backup Logs
Viewing Cloud Backup Logs
Viewing Cloud Sync Logs
Viewing Access Logs
Viewing Audit Logs
Viewing Agent Logs
Exporting Logs to Excel
Using Email Alerts
Viewing Email Alerts
Adding and Editing Email Alerts
Deleting Email Alerts
Getting Started
Deleting Email Alerts