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Druva Documentation

Configuring inSync Private Cloud using Quick Configuration Wizard

The Quick Configuration wizard

The Quick Configuration wizard appears when you log on to the inSync Admin Console for the first time. You can use it to quickly configure inSync for your organization and start backing up end-user devices. 
Using the wizard, you can:
  1. Define the URL and ports used by the Master server for backup and restore.
  2. Configure email for the Master server.
  3. Create and configure the first file store on the local storage node. 
Note: The wizard creates a file store only. You can create an object store only after the initial configuration completes.  
  1. Define the settings for the 'Default' profile. This includes user quota, sharing, backup folders, and the frequency of backups.
  2. Define the resource consumption, access policies, notification policies, and retention policies for the 'Default' profile.
  3. Create the first end-user.

Before you begin

Before using the wizard, complete the following tasks:

  • Create an email account for your inSync Private Cloud setup. 
  • Create folders that will be used as the Data folder, the Database folder, and the Database log folder for the first data volume. Make sure that these folders are omitted from an anti-virus scan. When you create these folders, use the following guidelines:
    • Create the Data folder on a local drive, Storage area network (SAN), or a Network-attached storage (NAS). Do not create the Data folder on a networked or a shared drive.
    • Do not create the Database and the Database log folders on a shared drive. Instead, create these folders on a local drive. 
    • If you expect the size of backup data to be more than 1 TB, create the Data folder and the Database log folder on separate disks.
  • On a Linux computer, run the following command on all storage folders to set the owner to "insyncserver". 

     $ sudo chown insyncserver:insyncserver <storagefolder>

Procedure

  1. Log on to inSync Admin Console.
  2. Click Start Configuration.
  3. Enter the requisite information on the wizard pages. For more information, see Fields in the Quick Configuration wizard.
  4. Click Finish.

Fields in the Quick Configuration wizard

This section contains a brief description of the fields that appear when you configure your private cloud setup. 

Step 1: Setup Server 

This section contains a brief description of the fields that appear on step 1 of the wizard. 

Network Settings

The following table describes the fields in the Network Settings area of the Setup Server page.

Field Description
Web/App restore URL Enter the IP address and the port that Master server uses for accepting restore requests in the <IP address>:<port number> format. For example, 192.168.53.63:443.
Backup port Enter the port that Master server uses for accepting client data. The default port is 6061. 
Web/App restore port Enter the port that the Master server uses for accepting restore requests. The default port is 443.

Email Configuration

The following table describes the fields in the Email Configuration area of the Setup Server page.

Field Description
SMTP server

Enter the SMTP server address for the email ID. For example, if you want to use a Gmail address for inSync, the SMTP server address is smtp.gmail.com.

SMTP port Enter the port that the SMTP server uses. The default value is 25.
SMTP username Enter the email ID chosen for the Master server.
SMTP password Enter the password for the email account.
Secure connection Select if TLS/SSL is required for email communication. 

Step 2: Create Storage

This section contains a brief description of the fields that appear on step 2 of the wizard. 

General Information

The following table lists the fields in the General Information area of the Create Storage page.

Field Description
Storage Name

Specify a name for the storage. 

Data folder

Enter the path to the Data folder for the first data volume of the storage.

Size

Specify the size of data the storage can accommodate.

Storage consumption alert threshold Specify the storage consumption threshold value. The storage consumption threshold value which when crossed, triggers a low disk space alert. For example, if the size of the storage is 10 TB and storage consumption alert threshold is 80%, an alert is triggered when 8 TB of storage is consumed. 

High Performance Options

The following table lists the fields in the High Performance Options area of the Create Storage page.

Field Description
DB folder

Enter the path to the database folder of the storage.

Note: As a good practice, make sure that the Data folder path and the DB folder path are not the same. 
DB log folder

Enter the path to the database log folder for the storage.

Note: As a good practice, make sure that the Data folder path and the DB log folder path are not the same.
Max. parallel connections Enter the maximum number of parallel connections to the storage.

Step 3: Update Profile

This section contains a brief description of the fields that appear on step 3 of the wizard. 

General Information

The following table lists the fields in the General Information area of the Update Profile page.

Field Description
Profile name

Enter a name for the profile.You cannot choose a name for the default profile. It is always called Default.

Max users Enter the maximum number of users that you want to assign to the profile. 0 (zero) indicates unlimited users.
Quota per user Enter the quota that each user associated with the Default profile can consume for backing up or sharing data. 
Enable sharing

Select if you want to enable sharing for users associated with the Default profile. The inSync Share folder will be created on all their devices.

Enable link sharing

This field appears on selecting the Enable Sharing checkbox. Select if you want the users associated with a profile to create share links.

Allow users to add devices Select if you want the user to be able to activate inSync client on their other computers. 

Laptop

The following table describes the fields in the Laptop area of the Update Profile page.

Field Description
Backup every

Select the frequency of scheduled backups from user computers.

Note: The time in this field indicates the interval between the end of a backup and the start of the next scheduled backup. 
Folders to backup

Select the platform (Windows, Mac, and Linux) for which you want to select backup folders. For each platform, you can select folders that you want to back up. You can choose between the following default folders: 

Note: Select System, App Settings to back up your platform-specific (Windows and Mac only) system and application settings. 
  • Windows: Email, Desktop, My Documents, All Drives, System, App Settings
  • Mac: Email, Desktop, Documents, System, App Settings
  • Linux: Email, Desktop
Note: When you select Email, you can select an email client from the list that appears. 

You can also configure a folder other than the default folders for backup. To know how to do this, see Configuring custom folders for backup

Mobile

The following table describes the fields in the Mobile area of the Update Profile page.

Field Description
Allow access from mobile devices Select if you want users associated with the default profile to be able to access inSync data using the inSync app.
Enable mobile backup

This field appears on selecting Allow mobile access to users checkbox. Select if you want to allows users associated with the profile to backup data from their mobile devices. If selected, a list is displayed.

  • Optional: Select if you want users to choose if they want to backup and protect data on their mobile devices after installing and activating inSync app.
  • Mandatory: Select if you want to mandate backup and data protection on users' mobile devices.
Backup every

This field appears on setting Enable mobile backup to Mandatory. Select the frequency of scheduled backups from mobile devices.

Mandatory content to backup

This field appears on setting Enable mobile backup to Mandatory. Select the platforms and their respective folders that will be backed up from the mobile devices.

Step 4: Plan Resources

This section contains a brief description of the fields that appear on step 4 of the wizard. 

Resources

The following table describes the fields in the Resources area of the Plan Resources page.

Field Description
Max Bandwidth [LAN] Enter the maximum bandwidth that user devices can consume during backup over LAN. 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, set the value as 0 (zero).
Max Bandwidth [WAN]

Enter the maximum bandwidth the user devices can consume during backup 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, set the value as 0 (zero).

CPU Priority

Select the priority assigned to inSync backup by the OS on user's computer.

Note: As a good practice, assign an optimal value for CPU priority. Assigning a higher CPU priority might affect the performance of other applications on user computers.  Assigning a lower CPU priority might increase the time required for backup. 

Access & Notifications

The following table describes the fields in the Access & Notifications area of the Plan Resources page.

Field Description
Show inSync notifications to users Select if you to display the inSync icon and notification messages on the system tray of the user’s computers.
Allow restore from a Web browser Select if you want that users can restore data by accessing their inSync account through a Web browser.
Allow users to edit privacy settings

Select if you want users to prevent inSync administrators from restoring data from their devices to the Master server.

Retention Policies

The following table describes the fields in the Retention Policies area of the Plan Resources page.

Field Description
Retain all backups for Specify the number of days you want to retain all backups. At the end of the backup period, the backup is deleted from the Master server.
For example, if you specify the backup duration as 5 days, a backup that was taken on January 6, 2013 will be deleted on January 11, 2013.
Retain weekly backups for

Specify the number of weeks you want to retain backups. At the end of the weekly backup period, the weekly backup is deleted from the Master server.

Note: Weekly backup is the last backup in a calendar week starting every Sunday. 
Retain monthly backups for

Specify the number of months you want to retain backups. At the end of the monthly backup period, the monthly backup is deleted from the Master server.

Note: Monthly backup is the last backup of a calendar month. The Master server follows the Gregorian calendar. 

Step 5: Backup First End-User

User Details

The following table describes the fields on the Create Storage page of the Backup First End-User page.

Field Description
Email address Specify the email address of the user.
Name

Specify the name of the user.

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