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Druva Documentation

Update a profile

inSync Cloud Editions: File:/tick.png Elite Plus File:/tick.png Elite File:/cross.png Enterprise File:/tick.png Business

Overview

A Druva Cloud administrator and an inSync Cloud administrator can update an existing profile at any time. If you are a profile administrator, you can update the profiles for which you have access control. 

 Any changes made to a profile take effect in the next backup cycle.

Procedure

To update a profile
  1. On the inSync Management Console menu bar, click Profiles.
  2. Click the profile that you want to update. 
Update Profile Summary
  1. Click the General tab.
  2. Under User Privacy & Access, click Edit
  3. On the Edit Profile page, update the required field.
     
    Field Action
    Summary 

    Profile name

    Displays the profile name.

    To rename the profile, enter the new profile name.

    The new profile name must be unique as inSync does not accept duplicate profile names. inSync does not allow you to rename the Default profile. 

    Note: Only Druva Cloud, inSync Cloud and Profile administrator can edit the Profile name.

    Max. # users

    Type the maximum number of users that you want to assign to this profile.

    If you do not want to set any restriction on the number of users, type 0 (zero).

    Description Type a short description for this profile.

    Data Preservation

    Note: By default, Data Preservation Settings are not inherited from the Default profile. You must specify Data Preservation settings as per your preference.

    Auto delete preserved users

    If you want inSync to automatically delete preserved users after a particular duration, select this check box.

    Auto delete after

    Specify the duration, in number of days, when inSync should automatically delete preserved users.

    Note:

    • The users to be auto-deleted must be in Preserved state for a minimum of 30 days and maximum 366 days.
    • Once the user is auto-deleted, data of that user is also deleted from inSync. You cannot recover this deleted data again.
    • User data is retained or deleted based on the backup retention policy you have defined through profiles.
    • If a preserved user is under Legal Hold, such user will not be deleted.

     

    Backup Inactivity Alert 

    Alert if user's data sources are not backed up for

     inSync will raise the User Backup Inactivity alert if a user device is not backed up for more than the days specified in this field.  You can specify from 1 to 365 days in this field.

    User Privacy & Access 
    Allow admin access to user data

    If you do not want administrators to access and restore user data, click to clear this check box. Once cleared, you cannot change your preference.

    Allow users to edit privacy settings If you do not want to allow users to edit the privacy settings, click to clear this check box. If you allow users to edit the privacy settings, users can prevent administrators from:
    • Viewing or downloading user data.
    • Performing data restores for the users.
    • Performing analytic search for the users.
    • Viewing files and folder names that users have restored or downloaded in the user audit trail.
    • Downloading log files pertaining to a user's inSync activities.inSync activities.
    • Downloading data that users share with others. However, inSync administrators can view the share activities for the users irrespective of the privacy settings.

    Note: If you want to disallow the users to disable administrators to view/download their backup and share data through inSync Client, clear the 'Allow users to edit privacy settings' check box.

    Allow restore from a Web browser If you want to allow users to restore data by accessing their inSync account through a web browser, select this check box.
    Login using

    Click a method that you want users to use to activate inSync and log on to inSync Web. The options are:

    • If you want users to use the password that inSync assigns, click inSync assigns, click inSyncinSync Password.
    • If you want users to user their Single Sign-On username and password, click Single Sign-On.
    • If you want users to use their AD/LDAP username and password, click AD/LDAP Account.
      • When you click AD/LDAP Account, Select AD/LDAP Server field appears.
        Select the IP address or the fully qualified domain name (FQDN) of the inSync Master that contains the AD or LDAP server.
    Allow access from mobile devices

    You can allow users to backup data from their iOS and Android devices. If you want to allow users to access inSync data from their mobile devices, select this check box.

    For more information on how you can update this permission, see Enable backup from mobile devices.

    Allow users to log on only through the inSync MDM appinSync MDM app This option is displayed only if you check Allow access from mobile devices. Select this check box if you want to allow users to log on by using only the inSync for MobileIron app from iOS devices.
    Enforce PIN for mobile access If you want to make it mandatory for users to set a four-digit security code to open the inSync mobile app, select this check box.
Update Device
  1. Click the Devices tab.
  2. Click Edit.
  3. On the Edit Device backup Configuration screen, update the required fields.
Field Description
Laptops & Desktops 
File Types

Click Global Exclusions, and in the File Types box, type the file types that you want to exclude from the backup. The file extensions are automatically added to the adjacent field. If you want to remove a file type, click the file type.

For more information on how you can configure the global exclude list, see Configure the global exclude list.

Paths and Folders

Click Global Exclusions, and in the Paths and Folders box, type the folder name or the path for the folders that you want to exclude from the backup. In Windows, the convention is to use a backward slash (\) as the separator. In UNIX and Mac, the convention is to use a forward-slash (/) as the separator. However, the inSync client irrespective of the operating system it is installed on considers both formats and excludes the folders that you specify from the backup operations.

For more information on how you can configure the global exclude list, see Configure the global exclude list.

Regular Expression

Click Global Exclusions, and in the Regular Expression box, type the regular expression that you want inSync to use to exclude files and folders. Select the platform for which you want to exclude files and folders and click the Add icon.

For more information on how you can add a regular expression, see Excluding files and folders using regular expressions.

This feature only works with inSync Client 6.0. inSync Client 6.0 is being made available to customers as Early Access (EA). To participate in the EA program, contact Druva Support.

Mandatory folder Select this check box if you want to enforce the backup of this folder. inSync Clients users cannot modify or delete mandatory folders. 
Windows/Mac/Linux

Click the platform for which you want to configure the backup folders. You can configure backup folders for multiple platforms.

If you are configuring files and folders for backup on macOS Mojave (version 10.14), see configuration guidelines on macOS Mojave.

Folder to be backed up Click the folders that you want to back up. You must select the folders for each operating system. 
Include Files In this box, enter the file types that you want to back up. If a file type does not appear in the list, type the file extension in the box that appears beside Include Files box.
Exclude Files

In this box, enter the file types that you want to exclude from the backup. If a file type does not appear in the list, type the file extension in the box that appears beside Exclude Files box.

Note: If you have the same file type in the Include Files and Exclude Files box, that file type is excluded from backups.
Exclude Paths Type the path to the files and folders that you want to exclude from backups. 
+ Add Folder

Click this link to add a custom folder for backup.

Note: You must add the custom folder that you want to include for backups for each platform. For example, if you want to add a custom folder named Documents for Mac and Windows, you must click the Windows tab and add the Documents folder, and then click the Mac tab and add the Documents folder.
Folder display name
*Displayed only when you add a custom folder for backup using + Add Folder

Type a name for the custom folder that you want to add for backup. This name is used as an identifier for the custom folder by inSync.

Once configured, Folder display name cannot be edited.

In a few scenarios, inSync ignores the name defined in this field. For more information, see Naming convention for global variables.  The naming convention only works with inSync Client 6.0. inSync Client 6.0 is being made available to customers as Early Access (EA). To participate in the EA program, contact Druva Support.

Smartphones and Tablets 
Enable mobile backup

This check box appears after you select the Allow mobile access to users check box. If you want to allow users to back up data from their mobile devices, select this check box. After you select this check box, a list with additional option appears.

For more information on how you can select mandatory folders for backup, see Select mandatory folders for backup and Mandate SD card backup on mobile devices.

Schedule & Retention: Backup Schedule > Laptops & Desktops Schedule 
Backup every

Click the frequency of scheduled backups from user devices.

Note: The time in this list indicates the interval between two consecutive backups. For example, if the frequency for backups is 4 hours and a backup ends at 10:07 A.M., the next backup starts at 2:07 P.M.
Backup at logoff/shutdown

If you want to trigger a backup every time users shut down or log off from their devices, select this check box.

Note: This option is applicable only for Windows and Linux devices.
Preferred backup window 

Type the time period when inSync can back up data from user devices every day. Scheduled backups will be triggered from user devices every day. Any backup triggered during this period will continue till completion, even if it is past the end time. If you do not want any restriction on triggering a scheduled backup, type the same start time and end time.

Note: inSync follows the time zone of the user device if Use admin time zone check box is not selected.
Blackout window 

Type the time period when inSync must not trigger any scheduled backups. This restriction is not applicable for user-triggered backups and inSync administrator triggered backups. If you do not want to set this restriction, type the same start time and end time. inSync must not trigger any scheduled backups. This restriction is not applicable for user-triggered backups and inSync administrator triggered backups. 

Note:

  • inSync follows the time zone of the user device if Use admin time zone field is not checked.
  • If a user device was marked as inactive, and at any point of time the device connects to inSync Master, Blackout window time slot is not honored and that device is immediately backed up.

Use admin time zone

If you want to synchronize backups of all the devices to your time zone, select this check box.

Note:

  • inSync backs up the devices associated to this profile as per the administrator time zone who updated the profile and selected the Use admin time zone option.
  • If you select this check box, the configuration that you specify in the following Preferred backup window and Blackout window fields act accordingly to your time zone.

Example

If the administrator time zone, who updated the profile, is New York (EDT) and the backup schedule time is at 08:00 A.M., backups will start from 05:00 AM for user devices in Los Angeles (PDT).

Schedule & Retention: Backup Schedule > Smartphones & Tablets 
Backup every

This field appears when you select the Enable mobile backup check box. Select the time interval between two consecutive backups that are triggered automatically user mobile devices. By default, inSync performs a backup operation every 8 hours.

For more information about how you can update this permission, see Define the mobile backup interval.

Use data network in absence of Wi-Fi

If you want backups to resume by using a cellular data connection when a wireless connection is not available, select this check box.

Schedule & Retention: Data Retention for Devices 
Retain all backups for Type the number of days that you want to retain all backups. At the end of the backup period, inSync deletes the data from the storage. For example, if you specify that you want to retain all backups for 5 days and inSync completed the backup operation on January 6, 2017. inSync then deletes the backup data from the storage on January 11, 2017.
Retain weekly backups for Type the number of weeks that you want to retain all backups. At the end of the weekly backup period, inSync deletes the data from the storage.
Note: The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday.
Retain monthly backups for

Type the number of months that you want to retain all backups. At the end of the monthly backup period, inSync deletes the data from the storage.

Note: The monthly backup is the last backup in a calendar month.
Schedule & Retention: Laptops & Desktops Resources 
Max bandwidth [WAN]

Type the maximum network bandwidth that the user devices can consume while backing up data over WAN. You can indicate the maximum bandwidth in absolute terms or as a percentage of total available bandwidth. If you do not want to set any restriction on bandwidth consumption, type 0 (zero).

Note: inSync requires a minimum bandwidth of 128 Kbps for backups over WAN. If you set the bandwidth as a percentage value, ensure that the maximum WAN bandwidth is not less than 128 Kbps.
CPU Priority

Select the priority that you want to assign to inSync, on the user device. We recommend that you set CPU priority to an optimal value. Assigning a higher CPU priority may affect the performance of other applications on the user's device. Assigning a lower CPU priority might increase the time required for backup.

DLP for Laptops and Desktops  
Device trace

Select if you want the location of the user's device to appears on the world map in the DLP Overview page.

Note: When you select the Device trace check box, an advisory requesting your consent is displayed. Ensure that you read the advisory carefully and accept it to enable this feature.

Auto delete If you want inSync to automatically delete data from the backup folders on devices if those devices do not connect with inSync Master for a specific number of days, select this check box.
Alert if device does not connect for

This box appears only after you select the Auto delete checkbox. 

In the Alert if device does not connect for, specify the number of days which when the user's device does not connect with the inSync Master, inSync sends an alert to the inSync administrators.

Delete folders/data if device does not connect for

This box appears only after you select the Auto delete checkbox.

Type the number of days which when the user's device does not connect with the inSync Master, inSync must automatically delete data from the backup folders on the device.

Encrypt
  • If you want to encrypt all backup folders, click All Folders.
  • If you want to encrypt folders that administrators include in the backup, click Admin Configured Folder.
  • If you do not want to encrypt folders, click Disabled.
Select mandatory backup folders for encryption

This box appears only after you select Admin Configured Folder in the  Encryption for Windows Laptops and Desktops field. In the Select mandatory backup folders for encryption, click the platform for which you want to encrypt the backup folders.

Encrypt inSync share folder inSync share folder If you want to encrypt files in the inSync Share folder for the users, select this check box. For more information, see inSync Share folder for the users, select this check box. For more information, see Encrypt inSync Share folder for Windows laptops.
Geofencing If you want your users to access inSync Web and the information on it, only when they are logged on to your corporate network, select this checkbox.
DLP for Smartphone and Tablets   
Device trace If you want the location of the mobile device to appear on the world map in the DLP Overview page, select this check box.

Note: When you select the Device trace check box, an advisory requesting your consent is displayed. Ensure that you read the advisory carefully and accept it to enable this feature.

Remote device deactivation Click the appropriate remote device deactivation option from the list: If you want users to decide if they want to enable device deactivation, click Optional. If you to make it mandatory for your users to enable device deactivation, click Mandatory. If you want to disable device deactivation, click Disable.
Allow offline access to files (Favorites) If you want to allow users to access their favorite files while they are in the offline mode, select this check box.
Allow other iOS apps to access inSync content If you want users to backup data by using other apps on an iOS device, select this check box.
Encryption for android If you want to encrypt the data in the backup folders of the user's android devices, select this check box.
User Settings: Allow Users to Change Settings > Backup Settings  
Change backup schedule

If you want users to set their own backup schedule, select this check box.

User backup schedules override administrator backup schedules.

Change blackout window Select this check box to allow inSync users to set blackout window period as per their preference.
Pause backup

If you want to allow users to pause a scheduled backup that is in progress, select this check box.

A user might decide to pause a backup to conserve internet bandwidth or CPU usage.

User Settings: Allow Users to Change Settings > Backup Content  

Add backup folders (laptops & desktops)

Select this check box to allow inSync users to add backup folders.
Add content & edit settings (smartphones & tablets) If you want users to modify content for backup, backup schedule or resource settings, select this check box.
User Settings: Allow Users to Change Settings > Backup Resources  

Modify backup resources

If you want to allow users to be able to update the Max Bandwidth and CPU Priority values, select this check box.

Note: After a user configures these settings, you cannot change these settings.

Opt out of networks for backup

If you want to allow inSync users to block specific networks from backing up data, select this check box. For example, allow inSync users to block specific networks from backing up data, select this check box. For example, allow inSync users to block backups on data card, personal mobile hotspots, or Mi-Fi devices when traveling to minimize the personal hotspot or Mi-Fi data usage and costs.

Note: inSync users will be able to opt out of networks with subnet mask of 24 bit or more only.

Edit proxy settings If you want to allow users to update proxy settings, select this check box.
User Settings: Device Settings for Users  
Quota per user

Type the maximum data that each user who belongs to this profile can back up or share.

If you do not want to set any restriction on the data size, type 0 (zero).

Note: If the size of the files in the backup and share folders exceed the assigned quota, the backup and share from user devices fail.

Allow users to add devices

If you want users to activate inSync on their devices, select this check box.

If you do not select this check box, you must activate inSync for all users.

Note: This setting is not applicable for mobile device activation.

Max. devices per user This box appears only when you select Allow users to add devices check box. In the Max. devices per user box type the number of devices that each user can back up.
Show inSync icon in system tray If you want the inSync icon to appears on the system tray of the user’s devices, select this check box.
Show desktop notifications If you want inSync to display important information to users through desktop notifications, select this check box.
User settings: Device Settings for Users > Manage Inactive Devices

Mark a device as inactive if it does not connect for:

Specify the number of days after which inSync must mark the device as inactive in the absence of any connection between the user device and inSync server. The default value is 15 days for this field.

For example, if you set the period as 5 days and if a user device did not connect for 5 consecutive days, inSync server flags the device as inactive. You can specify any value from 1 to 365.

Important: Although the functionality is available, it will not result in immediate device deletion. Druva is currently performing validations, and will notify the date when inSync will start deleting inactive devices. Contact Druva Support for more information.

Auto delete inactive devices

Enables auto-delete of inactive devices setting for the profile. inSync automatically deletes inactive devices associated with the profile after the number of days specified in the Delete inactive devices after field. 

 Once the device is deleted, snapshots of that device will not be available for download or restore.

Delete inactive devices after

Specify the number of days after which inSync must delete the inactive devices. The default value is 180 days for this field. You can specify values from 90 to 1000 days.

Configuration guidelines on macOS Mojave

Locations that display a prompt

Important: The macOS Mojave (version 10.14) has a User Data Protection feature, which displays an authorization prompt when inSync Client tries to access the following locations if configured for backup:

  • Location Services

  • Contacts ~/Library/Application Support/Address Book

  • Calendars ~/Library/Calendars

  • Reminders ~/Library/Calendars

  • Photos ~/Pictures/Photos Library.photoslibrary

If you want inSync to back up the locations but do not want the macOS Mojave to display the permission prompts to the users, you can pre-configure the authorization to inSync via MDM (Mobile Device Management) which is used in your organization. Druva also recommends educating the inSync Client users of your organization to pre-approve inSync by adding it to Full Disk Access in System Preferences > Security and Privacy pane for a seamless backup experience.

If you do not want inSync to backup the mentioned locations, you must configure these locations in the Global Exclude list, defined at Profile level. inSync skips the locations mentioned in the Global Exclude list while backing up user data. For more information, see Configure the global exclude list.

inSync Client v6.1.1

inSync Client v6.1.1 supports macOS Mojave (version 10.14).

  • Druva recommends that you upgrade the inSync Client to v6.1.1 before upgrading user devices to macOS Mojave.
  •  If inSync Client users do not take any action on the prompts, inSync will pause the ongoing backup and it will remain in that state until the user takes an action.

For inSync Client v6.1.0 and earlier:

inSync Client v6.1.0 and earlier, running on macOS Mojave will skip the backup of the mentioned locations, even if they are configured for backup. inSync administrators must upgrade user devices running on macOS Mojave to inSync Client v6.1.1 or later to successfully backup the mentioned locations.

Locations that do not display a prompt

For inSync Client v6.1.1:

inSync Client will skip the following configured locations by default while performing the backup if it does not have the required access permissions:

  • Mail
  • Messages
  • Safari Browsing History
  • HTTP Cookies
  • Call History
  • iTunes Backups
  • Time Machine Backups

Druva recommends educating the inSync Client users of your organization to pre-approve inSync access to the configured locations. To learn more, refer to inSync Client changes for macOS Mojave (version 10.14)

For inSync Client v6.1.0 and earlier:

inSync Client v6.1.0 and earlier, running on macOS Mojave will skip the backup of the mentioned locations, even if they are configured for backup. inSync administrators must upgrade user devices running on macOS Mojave to inSync Client v6.1.1 or later to successfully backup the mentioned locations. 

Update Cloud Apps
  1. Click the Cloud Apps tab.
  2. Click Edit.
  3. On the Edit Cloud Apps Configuration screen, update the required fields.
Field Description
Office 365

If you want to choose all Office 365 applications for backup, then select this check box.

OneDrive If you want to choose only OneDrive data for backup, select this check box.
Exchange Online If you want to choose only Exchange Online data for backup, select this check box. In-Place Archive for Exchange Online is also backed up if Exchange Online is selected.
Box If you want to back up the user data from Box, select this check box.
Global Exclude

In the Exclude Files box, type the file types that you want to exclude from the backup. The file extensions are automatically added to the adjacent field. If you want to remove a file type, click the file type. 

For more information on how you can configure the global exclude list, see Configure the global exclude list.

It is supported for OneDrive, Google Drive and Box.

Schedule & Retention: Backup Schedule 
Backup every

Select how frequently you want inSync to back up Cloud Apps data. By default, inSync performs the backup operation once a day.  For more information, see Define the backup interval for Cloud Apps.

Schedule & Retention: Data Retention for Cloud Apps  
Retain all backups for

Type the number of days that you want to retain all backups. At the end of the backup period, inSync will delete the data from the storage. For example, if you specify that you want to retain all backups for 5 days and inSync completed the backup operation on January 6, 2017, inSync will delete the backup data from the storage on January 11, 2017.

Retain weekly backups for Type the number of weeks that you want to retain all backups. At the end of the weekly backup period, inSync deletes the data from the storage.
Note: The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday.
Retain monthly backups for

Type the number of months that you want to retain all backups. At the end of the monthly backup period, inSync deletes the data from the storage.

Note: The monthly backup is the last backup in a calendar month.
Email Retention
Automatically delete old emails

Type the number of months after which you want inSync to delete all backed up emails.  For example, if you type 6, inSync will automatically delete all emails across all snapshots whose sent or received timestamp is more than 6 months old. 

Update Share
  1. Click the Share tab. 
  2. Under Share Settings, click Edit
  3. Update the field that you want to. 
Field Action
# versions of a file to be retained

This box appears only after you select the Enable Sharing checkbox. Type the number of versions that you want inSync Master to maintain for any file that is within the inSync Share folder of a user's devices.

Allow sharing with profiles

This box appears only after you select the Enable Sharing checkbox. Type or select the profiles with which you want to allow the users of this profile to share files. Users of this profile can share files only with the users of the profiles that you select.

Allow sharing with guests

This box appears only after you select the Enable Sharing checkbox. If you want to allow users to share files with existing guest users, select this check box.

Allow adding guest users This box appears only after you select the Allow sharing with guests check box. If you want to allow users to add guest users, select this check box.
Enable link sharing This box appears only after you select the Enable Sharing checkbox. If you want the users of this profile to create download links for files in the inSync Share folder, select this check box.
Mandatory password for links

If you want users to password-protect their shared links, select this check box.

Link expires in

This box appears only after you select the Enable link sharing checkbox. Type a number between 1 and 365 to specify the number of days you that you want the download link to remain active. When this link expires, anyone with whom your users shared their content cannot download the shared content.

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