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Druva Documentation

Creating a profile

Overview

This topic explains what profiles are and how to create them.

About profiles

A profile is a collection of configuration settings that apply to all users assigned to that profile. Profiles help group and manage users. Any change applied to a profile is immediately applied across users assigned to the profile.

Configuring inSync for individual users can be time consuming, especially if a large number of users are backed up. By creating separate profiles that capture similar requirements of groups of users, and then assigning the appropriate profile to users, you can minimize your efforts in managing changes.

Some of the properties that you can manage through profiles are:

Backup User Abilities Others
  • User quota
  • Backup folders
  • Backup schedule
  • Bandwidth consumed and CPU utilized during backup
  • Data retention policy
  • Adding devices
  • Defining backup folders
  • Defining backup schedule
  • Modifying bandwidth consumed and CPU priority for backups
  • Pausing backups
  • Stop administrators from accessing user data
  • Maximum users that can be assigned to the profile
  • Maximum number of devices per user
  • User login through Active Directory
  • inSync system tray icon and desktop notifications
  • Data loss prevention policies
  • Data share policies

Creating a profile using the profile creation wizard

Before you begin: When you create a profile, you can specify the storages to which data from users assigned to that profile will be backed up. Make sure that you created those storages.

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.

Creating a profile from an existing profile

If you intend to create a profile that is similar to an existing profile, you can create a copy of the existing profile, and then modify this newly-created profile.

To create a copy of an existing profile

  1. From the menu bar, select Manage > Profiles.
  2. Select the profile that you want to copy.
  3. Click Copy. The Copy Profile window appears.
    copyprofile.png
  4. Enter a name and description of the new profile.
  5. Click Copy.

A copy of the selected profile is created. You must now modify the required properties to create the desired profile.

Fields in the profile creation wizard

Summary

The fields on the Summary page are as follows:

Field Action
Profile name Enter a name for the profile.
Max. number of users Enter the maximum number of users that can be assigned to the profile. If you do not want any restrictions on the number of users, enter 0 (zero).
Quota per user

Enter the maximum data that any user assigned to the profile can back up or share. If you do not want any restriction on the amount of data the user can back up or share, enter 0 (zero)

Note: Only the data in the backup and share folders of the user devices is used to determine if the user has exceeded quota. If the size of files in the backup and share folders exceed the assigned quota, backups and share from user devices will fail.
Allow users to add laptops

Select if you want to allow users to activate inSync client on their laptops. If not selected, you will have to activate inSync client on behalf of the users.

Note: The restriction through this field is only applicable for inSync client installed on user computers. The restriction is not applicable for inSync companion app on user's smartphones or tablets. Only the user can activate inSync companion app.
Max. laptops per user

This field appears only when you select Allow users to add laptops. Enter the total number of computers that each user can backup using inSync. This includes laptops and desktops.

Note: You can control the ability of users to backup their mobile devices (refer to Mobile Access & Backup). However, you cannot control the number of mobile devices the user can install the companion app on.
Description Enter a short description describing the characteristics or the purpose for which the profile was created.

Laptop Backup Content

The fields on the Laptop Backup Content page are as follows:

Field Action
Operating System Select the platform whose files, folders, emails, and system and application settings you want to backup using inSync.
Folders to backup  Select the backup folders from computers with the respective operating system. 
+ 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.
Global Exclusions Enter the file that will be excluded during backup. The file types are automatically added to the corresponding field. You can add more file types for the file that you want to exclude from backup.
Allow users to add folders

Select if you want users to be able to define the folders from which data will be backed up.

Laptop Backup Schedule

Laptop Backup Schedule

The fields in the Laptop Backup Schedule area are as follows:

Field Action
Backup every

Select the frequency of scheduled backups from user computers.

Note: The time in this field indicates the interval between two consecutive backups. For example, if 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 period. 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 aply 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 computers.

Note: This option is applicable only for Windows and Linux computers.
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 has set his own schedule, you will not be able to force your schedule on the user by changing the profile settings 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 fields in the Laptop Backup Resources area are as follows:

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).

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).

CPU Priority

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

Note: It is recommended 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 computer.  Assigning a lower CPU priority may 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 has set his own resource settings, you will not be able to force your setting on the user by changing the profile settings or moving the user to a different profile.
Allow users to edit proxy settings

Select if you want users to be able to modify the 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.

Backup Policies

Retention and Access Policies

The fields in the Retention and Access Policies area are as follows:

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 taken on any calendar week. For inSync, a week starts 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 taken during a calendar month.
Allow users to disallow admin access to data

Select if you want to allow users to prevent inSync administrators to restore data from their devices on a server.

Note: Once a user has selected to prevent administrators from accessing data, administrators will not be able to restore data on a server for that user even if you change the profile settings or move the user to a different profile.
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 fields in the Notifications and Storage area are as follows:

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 computers.
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.
Allow unlimited quota on all storages Select if you want to choose any of the available storages while creating a user for the Profile. The storage will be used to store backups for the user. If not selected, you must configure the storages that can be used by users assigned to this Profile.
Attached storages

Click +add to select a storage and define a portion of the storage size for your profile. When you create a user for this profile, you can assign one of the storages that you defined for this profile. For example, if you selected 50 TB each of two storages, you can assign a quota of either of these storages to users of that profile.  

Note: This field is displayed when you click to clear Allow unlimited quota on all storages

Mobile Access & Backup

Mobile Access

The fields in the Mobile Access area are as follows:

Field Action
Allow access from mobile devices

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

Mobile Backup

The fields in the Mobile Backup area are as follows:

Field Action
Enable mobile backup

This field appears 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

Select the folders on users' mobile devices marked for mandatory backup.

Note: This field appears only when you set Enable mobile backup to Mandatory.
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 are resource settings Select if you want users to modify content for backup, backup schedule or resource settings.

DLP

DLP for Laptops

The fields in the DLP for Laptops  area are as follows:

Field Action
Auto delete Select if you want the data from the backup folders of the computer to automatically delete if the computer 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 computer does not connect with the inSync server, data from the backup folders of the computer 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 computer 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 computers 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 fields in the DLP for Mobiles  area are as follows:

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 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.

Share

The fields on the Share page are as follows:

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 Enable Sharing is selected. 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 Enable Sharing is selected. 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 Enable Sharing is selected. Select, if you want users to share files with non-inSync users. 

Enable link sharing This field is displayed only when Enable Sharing is selected. 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 Link expires in is selected. 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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