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Druva Documentation

Configure inSync Master using the Configuration wizard

inSync On-premise 5.4 Administrator Guide
On-premise Editions: tick.png Private Cloud tick.png Enterprise tick.png Professional

About the Configuration wizard

The Configuration wizard appears when you log on to the inSync Master Management Console for the first time. You can use the wizard to configure inSync and start backing up user devices. 
Using the wizard, you can:
  1. Define the URL and ports that the inSync Master must use for backup and restore.
  2. Configure email for the inSync Master.
  3. Create and configure the first file store on the local storage node. 
  4. Define the settings for the Default profile. This includes user quota, sharing, backup folders, and the frequency of backups.
  5. Define the resource consumption, access policies, notification policies, and retention policies for the Default profile.
  6. Create the first end user.
Note: The configuration wizard appears every time you log on to the inSync Master Management Console until you use it to configure your inSync setup. The message Initial configuration incomplete appears on the console if you fill in the wizard partially. Click the message to display the wizard. The wizard retains the data you have filled in and displays them the next time the wizard appears.

Before you begin

Before you begin using the wizard, complete the following tasks:

  • Create an email account for your inSync setup. 
  • Create the Data folder, the Database folder, and the Database log folder for the first data volume. Ensure to omit these from anti-virus scans. 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.
    • Create the Database and the Database log folders on a local drive. Do not create them on a shared drive.
    • If the size of the backup data can 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

To configure inSync Master using the Configuration wizard

  1. Log on to inSync Master Management Console​.
  2. Start the Configuration wizard:
    • If you are using inSync Private Cloud, click Start Configuration.
    • If you are using inSync Enterprise or inSync Professional, click Advanced Configuration.
  3. Provide the appropriate information on the wizard pages. For more information, see Fields in the Configuration wizard.
  4. Click Finish.

Fields in the Configuration wizard

Step 1 of 5: Setup Server 

Network Settings

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

Field Description
Web/App restore URL

Type the IP address and the port that inSync Master uses for accepting restore requests in the following format:

<IP address>:<port number> format.

For example, 192.168.53.63:443.

Backup port Type the port that inSync Master uses for accepting data from inSync. The default port is 6061. 
Web/App restore port Type the port that the inSync Master uses for accepting restore requests. The default port is 443.

Email Configuration

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

Field Description
SMTP server

Type the SMTP server that inSync Master can use for email communication. For example, if you want to use the Gmail SMTP address for inSync Master email communication, type smtp.gmail.com.

SMTP port Type the port that the SMTP server uses to send email. The default value is 25.
SMTP username Type the SMTP username for the SMTP server account.
SMTP password Type the password for the email account that inSync Master can use for email communication.
Secure connection If SMTP uses TLS/SSL for email communication, select this check box.

Step 2 of 5: Create Storage

General Information

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

Field Description
Storage Name

Type a name for the storage. The default storage name is inSync storage 1.

Data folder

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

Size

Type the data size that the storage can accommodate.

Storage consumption alert threshold Type the value that must trigger a low disk space alert. For example, if the size of the storage is 10 TB and the 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

Type the path to the database folder for the storage. 
As a good practice, ensure that the Data folder path and the DB folder path are not the same.

DB log folder

Type the path to the database log folder for the storage. 
As a good practice, ensure that the Data folder path and the DB log folder path are not the same.

Max. parallel connections Type the maximum number of parallel connections to the storage.

Step 3 of 5: Update Profile

General Information

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

Field Description
Profile name

By default, your inSync setup creates a profile named Default. You cannot rename this profile. 

Max users Type the maximum number of users for this profile. 0 (zero) indicates unlimited users. This field is only applicable for inSync Enterprise and inSync Private Cloud.
Quota per user Type the maximum data size that each user can have in their backup and share folders. 
Enable sharing

Select this check box to enable file sharing for each user. If you enable sharing, inSync creates the inSync Share folder on each user laptop.

Enable link sharing

This field appears after you select the Enable Sharing check box. Select this check box to allow users to create share links.

Allow users to add devices Select this check box to enable users to activate inSync on devices that they own.

Laptop

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

Field Description
Backup every

Click the frequency of scheduled backups from user laptops. This is 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: 

  • 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 other folders for backup. For more information, see Configure custom folders for backup

Mobile

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

Field Description
Allow access from mobile devices Select this check box to allow users to access inSync data from their mobile devices.
Enable mobile backup

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

  • Optional: Click this option to allow users to choose if they want to back up and protect data on their mobile devices after installing and activating inSync mobile app on their mobile devices.
  • Mandatory: Click this option to ensure users back up and protect data on their mobile devices.
Backup every

This field appears when you set Enable mobile backup to Mandatory. Select the frequency of scheduled backups from mobile devices.

Mandatory content to backup

This field appears when you set Enable mobile backup to Mandatory. Select the platforms and the respective folders that will back up from the mobile devices.

Step 4 of 5: Plan Resources

Resources

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

Field Description
Max Bandwidth [LAN] Type the maximum bandwidth that user devices can consume while backing up data over LAN. You can indicate the maximum bandwidth as an absolute value or as a percentage of the available bandwidth. If you do not want to set any restriction on the bandwidth consumption, type 0 (zero).
Max Bandwidth [WAN]

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

CPU Priority

Select the priority that you want to assign to inSync, on the user laptop. 

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 lists the fields in the Access & Notifications area of the Plan Resources page.

Field Description
Show inSync notifications to users Select this check box to display the inSync icon and notification messages on the system tray of the user laptop.
Allow restore from a Web browser Select this check box to allow users to restore data by accessing their inSync account through a web browser.
Allow users to edit privacy settings

Select this check box to allow users to prevent inSync administrators from restoring data from their devices to the inSync Master.

Retention Policies

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

Field Description
Retain all backups for Type the number of days that you want to keep all backup data. At the end of the backup period, the data is deleted from your inSync setup.
For example, if the backup duration is 5 days, the backup taken on January 6, 2013 is deleted on January 11, 2013.
Retain weekly backups for

Type the number of weeks that you want to retain backup data. At the end of the weekly backup period, the current weekly backup is deleted from your inSync setup. The weekly backup is the last backup in a calendar week. inSync considers Sunday as the first day of the week. 

Retain monthly backups for

Type the number of months that you want to retain backup data. At the end of the monthly backup period, the monthly backup is deleted from your inSync setup. The monthly backup is the last backup of a calendar month. inSync follows the Gregorian calendar.

Step 5 of 5: Backup First End User

User Details

The following table lists the fields in the User Details area of the Backup First End User page.

Field Description
Email address Type the email address of the first user.
Name

Type the name of the first user.

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