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Druva Documentation

Creating a profile using the profile creation wizard

Procedure

To create a profile

  1. From the menu bar, select Manage > Profiles.
  2. Click Create New Profile. The Create New Profile wizard appears.

    profilewizard.png

  3. Enter the relevant details. For more information about fields that appear on the wizard, see Fields in the profile creation wizard.
  4. Click Finish.

Fields in the profile creation wizard

This section contains a brief description of the fields that appear when you create a profile. 

Step 1: Profile Summary

The following table describes the fields that appear in the Profile Summary area when you click the Summary tab.

Field Action
Profile name Enter a name for the profile.
Max. number of users

Specify the maximum users that you want to assign to this profile.

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

Quota per user

Specify the maximum data that users assigned to this profile can back up or share.

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

Note: The backup and share from user devices will fail if the size of the files in the backup and share folders exceeded the assigned quota.
Allow users to add laptops

Select if you want users to themselves activate inSync client on their laptops.

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

Note: You can only allow users to activate inSync client on their laptops. inSync App for mobile devices can be activated only by users.
Max. laptops per user

This field appears only when you select Allow users to add laptops. Specify the number of laptops that each user can back up. 

Note: You cannot control the number of mobile devices on which users activate inSync App.
Description Enter a short description for the profile.

Step 2: Laptop Backup Content

The following table describes the fields that appear in the Laptop Backup Content area when you click the Laptop Backup Content tab.

Field Action
Global Exclusions Select the file types that will be excluded during backup. The file extensions are automatically added to the adjacent field. You can add or remove file extensions for the file types that you want to exclude from backup.
Windows/Mac/Linux Click the tab for the platform from which you want to configure the backup folders. You can configure backup folders for multiple platforms.
Folders to backup Select the backup folders from computers with the respective operating system. 

Mandatory Folder

(appears when you select  a folder)

Select this check box to make it mandatory to backup files from the selected folder. 
Optimize data scans for large folders

This field is applicable only for Windows platform. Select this check box if the folder is expected to contain more than 10,000 files.

Include Files In the text box, select the type of files that you want to back up. If your file type does not appear in the list, manually type the file extension in the accompanying text box.
Exclude Files

In the text box, select the type of files that you want to exclude from backup. If your file type does not appear in the list, manually type the file extension in the accompanying text box.

Note: Entries in this box supersede the entries in the Include Files box. 
Exclude Paths In the text box, type the path to files and folders that you want to exclude from backups. 
+ Add Folder

Click to add a custom folder for backup. Clicking the link displays additional fields required to configure the content that will be backed up from the custom folder.

Note: The custom folder added for a platform is not applicable for the other platforms. For example, if you add a custom folder under Windows, it is not applicable for Linux and Mac. If you want to add a custom folder for Mac, then click +Add Folder under the Mac tab.
Allow users to add folders Select if you want users to be able to define the folders from which data will be backed up.
System, App Settings Select if you want to back up system settings across user devices.

Step 3: Laptop Backup Schedule

This section contains a brief description of the fields that appear when you click Laptop Backup Schedule tab. 

Laptop Backup Schedule

The following table describes the fields in the Laptop Backup Schedule area.

Field Action
Backup every

Select the frequency of scheduled backups from user laptops.

Note: The time in this field indicates the interval between two consecutive backups. For example, if the frequency for backups is 4 hours and a backup ends at 10:07 AM, the next backup starts at 2:07 AM.
Backup between Enter the time period during between which 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, make the start time and end time identical.
Note: inSync follows the server's time zone for the Backup between time. For example, if the server is in New York (EDT) and the Backup between time is set to start at 8:00 AM, backups will start from 5:00 AM for user devices in Los Angeles (PDT).
Never backup between

Enter the time period during which ongoing scheduled backups will be stopped, and new backups will not be triggered. If you do not want any such restriction, make the start time and end time identical. The restriction does not apply to user-triggered backups.

Note: inSync follows the server's time zone for the Never backup between time period. For example, if the server is in New York (EDT) and the Never backup between time is set to start at 8:00 PM, scheduled backup will be stopped at 5:00 PM for user devices in Los Angeles (PDT)
Backup at logoff/shutdown

Select if you want to trigger a backup every time the users shuts down or logs off from their laptops.

Note: This option is applicable only for Windows and Linux laptops.
Allow users to change schedule

Select if you want users to set their own backup schedule. Schedules set by users will override the schedule set by you.

Note: After a user sets a schedule, you cannot change this schedule either by changing the profile or moving the user to a different profile.
Allow users to pause backup

Select if you want the user to pause a scheduled backup in progress. A user may decide to pause a backup to conserve internet bandwidth or CPU usage.

Auto resume paused devices at next backup schedule

Select to automatically trigger a backup process that was put on hold by the user during the next scheduled backup. If not selected, scheduled backups will not be triggered unless the user removes the pause.

Laptop Backup Resources

The following table describes the fields in the Laptop Backup Resources area of the Laptop Backup Schedule page.

Field Action
Max Bandwidth [LAN]

Enter the maximum network bandwidth the user devices can consume for backing up data 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).

Note: inSync client requires a minimum bandwidth of 64 Kbps to ensure backups over LAN. If you set bandwidth as a percentage value, make sure that the bandwidth does not fall below the minimum required values.
Max Bandwidth [WAN]

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

Note: inSync client requires a minimum bandwidth of 16 Kbps to ensure backups over WAN. If you set bandwidth as a percentage value, make sure that the bandwidth does not fall below the minimum required values.
CPU Priority

Select the priority assigned to the backup process by the OS on user's laptop.

Note: Druva recommends 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 laptop.  Assigning a lower CPU priority might increase the time required for backup.
Allow users to modify resource settings

Select if you want the users to be able to modify the Max Bandwidth and CPU Priority values.

Note: After a user sets resources, you cannot change these settings by either changing the profile settings or moving the user to a different profile.
Allow users to edit proxy settings Select if you want users to modify proxy settings.

Note: inSync uses the IP address to identify the type of connection (LAN or WAN). You can set the Server IP address as LAN, WAN, or AUTO (from Manage > Settings > Network Settings). If the Server IP address is set to AUTO, connections with time-to-live (TTL) 20 ms or higher are identified as WAN.

Step 4: Backup Policies

This section contains a brief description of the fields that appear when you click the Backup Policies tab. 

Retention and Access policies

The following table describes the fields in the Retention and Access policies area.

Field Action
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 inSync 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 inSync server.
Note: Weekly backup is the last backup in a calendar week starting on 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 inSync server.

Note: Monthly backup is the last backup in a calendar month.
Allow admin access to user data

Clear the checkbox if you do not want administrators to access and restore user data. Once cleared, you cannot change it.

Allow users to edit privacy settings Clear the checkbox if you do not want to allow users to edit the privacy settings. If selected, users can disallow administrators to view or download their data.
Allow restore from a Web browser Select if you want to allow users to restore data by accessing their inSync account through a Web browser.
Login using

From the list, select a method that users will use to activate inSync client and log on to inSync Web. The options are:

  • inSync Password - The user will use the password assigned by inSync.
  • Active Directory - The user will use the AD user ID and password.

If Active Directory is selected, additional fields for specifying the AD details are displayed:

  • Active directory host IP - Enter the IP address or the fully qualified domain name (FQDN) of the server that contains the Active Directory.
  • Active directory port - Enter the port from which the Active Directory is accessed.
  • Use secure connection - Select, if you want inSync to use LDAP over SSL to access the Active Directory.
Ignore system password policy for users

Select if you do not want inSync to follow the organization's password policy. 

Note: This option is not available if you have selected Active Directory from the Login using list.

Notifications and Storage

The following table describes the fields in the Notifications and Storage area.

Field Action
Show inSync icon in system tray Select if you want to have the inSync icon displayed on the system tray of the user’s laptops.
Show desktop notifications Select if you want inSync to display important information to users through desktop notifications.
Mark device inactive if not backed up for

Specify the number of days if the device is not backed up, inSync will flag the device as inactive.
This field can contain any value from 1 to 365.

Step 5: Mobile Access & Backup

Mobile Access

The following table describes the fields in the Mobile Access area of the Mobile Access & Backup page.

Field Action
Allow access from mobile devices

Select if you want users to access inSync data by using the inSync App.

Note: Unlike laptops, you cannot control the number of mobile devices the user will install inSync companion app on.
Enforce PIN for mobile access Select if you want to make it mandatory for users to set a four-digit security code for inSync App.

Mobile Backup

The following table describes the fields in the Mobile Backup area of the Mobile Access & Backup page.

Field Action
Enable mobile backup

This field is displayed only when you select Allow access from mobile devices. Select if you want users to enable data backup and DLP through inSync companion app.

  • Select Optional if you want users to decide if they want to backup data and protect data on their mobile devices.
  • Select Mandatory if you want to mandate backup and data protection on users' mobile devices.
Mandatory content to backup

This field is displayed only when you set  Enable mobile backup as Mandatory. Select the folders on users' mobile devices for mandatory backup.

Backup every Set the frequency of scheduled backups from mobile devices.
Use data network if wifi isn't available

Select if you want backups to resume over a data connection if a wireless connection is not detected.

Note: Users might have to pay the mobile service provider charges for the data consumed for the backups.
Allow users to modify content, schedule & resource settings Select if you want users to modify content for backup, backup schedule or resource settings.

Step 6:DLP

DLP for Laptops

The following table describes the fields in the DLP for Laptops area of the DLP page.

Field Action
Auto delete Select if you want the data from the backup folders of the laptops to be automatically deleted if the laptop does not connect with inSync server for a specific number of days.
Auto delete folders if device does not connect for

This field is displayed only when you select Auto delete. Specify the number of days if the user's laptop does not connect with the inSync server, data from the backup folders of the laptop is automatically deleted.

Alert if device does not connect for

This field is displayed only when you select Auto delete. Specify the number of days if the user's laptop does not connect with the inSync server, an alert is sent to the inSync administrators.

Device trace Select if you want to display the location of the user's laptop on the world map in the DLP Overview page.
Encrypt Select if you want to encrypt all backup folders, just the mandatory backup folders, or disable the encryption functionality.
Select mandatory backup folders for encryption

This field is displayed only when you select Mandatory Folders for Encrypt. Select the folders that you want to encrypt.

DLP for Mobiles

The following table describes the fields in the DLP for Mobiles area of the DLP page.

Field Action
Remote device deactivation From the list, select a status for remote device deactivation. The possible values are Optional, Mandatory, and Disabled. 
Device trace Select if you want the location of the mobile device to display on the world map in the DLP Overview page.
Allow offline access to files (Favorites) Select if you want users to access files that they have marked as favorite in the offline mode. 
Allow access to inSync content on other apps on iOS Select if you want users to access content backed up by inSync using other apps on an iOS device. 
Encryption for android Select if you want to encrypt the data in the backup folders of the user's android devices.

Step 7: Share

Share Settings

The following table describes the fields in the Share Settings area of the Share page.

Field Action
Enable Sharing Select if you want the users associated with the profile to use the inSync share functionality. The inSync Share folder will be created on all their devices.
# versions of a file to be retained

This field is displayed only when you select Enable Sharing. Specify the number of versions that you want inSync server to maintain of any file that is kept in the inSync share folder of user's devices.

Allow sharing with profiles

This field is displayed only when you select Enable Sharing. Select if you want the users that are associated with the profile to share files only with the users that are associated with the profiles selected in this field.

Allow sharing with guests

This field is displayed only when you select Enable Sharing. Select if you want users to share files with non-inSync users. 

Enable link sharing This field is displayed only when you select Enable Sharing. Select if you want the users that are associated with the profile to create download links for files in the inSync share folder.
Mandatory password for links

Select if you want users' to password-protect their shared links.

Link expires in

This field is displayed only when you select Link expires in. Type a number between 1 and 365 to specify the number of days you want the download link to remain active.

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