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Druva Documentation

Create a profile

inSync Private Cloud Editions: File:/tick.png Elite File:/tick.png Enterprise

Overview

When you configure your inSync setup for the first time, you define the settings for the Default profile.

For more information on the Default profile for all On-premise editions, see Configure inSync Master using the Configuration wizard.

When you create a new profile, the new profile inherits all the settings of the Default profile. If you update the settings for the Default profile, any new profile that you create later inherits the updated settings, except the settings for the backup folders and the encrypted folders that inSync administrators include for backup.

Procedure

To create a profile

  1. On the inSync Master Management Console menu bar, click Profiles.
  2. Click Create New Profile. The profile creation wizard appears.
  3. Provide the appropriate information for each field. For more information, see Fields in the profile creation wizard.
  4. Click Finish.

Fields in the Profile Creation wizard

Step 1 of 7: Profile Summary

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

Field Action
Profile name Type the name for this profile.
Max. number of 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).

Quota per user

Type the maximum data that each user who belong 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 laptops, select this check box.

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

Max. devices per user

This box appears only when you select Allow users to add devices check box. In the Max. laptops per user box type the number of laptops that each user can back up. 

Description Type a short description for this profile.
Step 2 of 7: Backup Content

The following table describes the fields in the Backup Content area of the Backup Content page.

Field Action
Global Exclusions

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

In the Exclude Paths box, type the folder name or the relative path for the folders that you want to exclude from 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.

Windows/Mac/Linux Click the platform for which you want to configure the backup folders. You can configure backup folders for multiple platforms.
Folders to backup Click the folders that you want to back up. You must select the folders for each operating system. 
Include Files In this box, type or select 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, type or select the file types that you want to exclude from 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.
Allow users to add folders If you want users to define the folders from which inSync backs up data, select this check box.
System, App Settings

If you want to back up system settings for all user devices, select this check box.

Note: For information about the out-of-the-box system settings that inSync backs up, see Enable Persona Backup. If you want to back up system settings other than the default settings that inSync backs up, contact Druva Support
Note: inSync does not support backing up folders on a network.
Step 3 of 7: Backup Schedule

Backup Schedule

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

Field Action
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.
Allow users to change schedule

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

User backup schedules override administrator backup schedules.

Note: After a user sets a schedule, you cannot change this schedule.
Allow users to 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.

Use admin time zone

If you want to synchronize backups of all the devices to inSync Master timezone, select this check box.

Note: If you select this check box, the configuration that you specify in the following Backup between and Never backup between fields act accordingly to inSync Master timezone. For example, if the inSync Master timezone is New York (EDT) and theBackup between time is set to start at 8:00 A.M., backups will start from 5:00 AM for user devices in Los Angeles (PDT).

Backup between

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 field is not checked.
Never backup between

Type the time period when inSync must stop backups and not trigger any new backup.
This restriction is not applicable for user-triggered backups. However, if an inSync administrator triggers a backup from the inSync Master, the backup operation fails and an error message appears on the Devicepage.

Note:
  • inSync follows the time zone of the user device if Use admin time zone field is not checked.
  • If an user device was marked as inactive, and at any point of time the device connects to inSync Master,Never backup between time slot is not honored and that device is immediately backed up.

Backup Resources

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

Field Action
Max Bandwidth [LAN]

Type the maximum network bandwidth that the user devices can consume while 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, type 0 (zero).

Note: inSync requires a minimum bandwidth of 64 Kbps for backups over LAN. If you set the bandwidth as a percentage value, ensure that the minimum LAN bandwidth is not less than 64 Kbps.
CPU Priority

Select the priority that you want to assign to inSync, on the user laptop. 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 laptop. Assigning a lower CPU priority might increase the time required for backup.

Allow users to modify resource settings

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.
Allow users to 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 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.

Allow users to edit proxy settings If you want to allow users to update proxy settings, select this check box.
Note: inSync uses the IP address of the laptop to identify the type of connection (LAN or WAN). You can set the inSync Master network type as LAN, WAN, or AUTO. If the Server IP address is set to AUTO, inSync identifies time-to-live (TTL) connections of 20 ms or higher as WAN.
Step 4 of 7: Backup Policies

Retention and Access policies

The following table describes the fields in the Retention and Access policies area of the Backup Policies page.

Field Action
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, 2015. inSync then deletes the backup data from the storage on January 11, 2015.
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.
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 restore or download in the user audit trail.
  • Downloading data users share with others.
    However, inSync administrators can view the share activities for the users irrespective of the privacy settings.
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 Password.
  • If you want users to user their Single Sign-On user name and password, click Single Sign-On.
  • If you want users to use their Active Directory user name and password, click Active Directory.
    When you click Active directory, additional fields appear where you can provide the following information:
    • In the Active directory host IP box, type the IP address or the fully qualified domain name (FQDN) of the inSync Master that contains the Active Directory.
    • In the Active directory port box, type the port to communicate with the Active Directory. Select the Use secure connection check box, if you want inSync to access the Active Directory by using LDAP over SSL. 
Ignore system password policy for users

If you do not want inSync to follow the organization's password policy, select this check box.

Note: This option is not available if you clicked Active Directory in 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 If you want the inSync icon to appears on the system tray of the user’s laptops, select this check box.
Show desktop notifications If you want inSync to display important information to users through desktop notifications, select this check box.
Mark device inactive if not backed up for

Type the number of days which when the device is not backed up, inSync Master must flag the device as inactive. For example, if you set the period as 5 days and if a user device is not backed up for 5 consecutive days, inSync Master flag the device as inactive. This box can contain any value from 1 to 365.

Step 5 of 7: Mobile Access & Backup

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

Action Description
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 app 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 inSync mobile app, select this check box.
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 how you can select mandatory folders for backup, see Select mandatory folders for backup and Mandate SD card backup on mobile devices.

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 how you can update this permission, see Define the mobile backup interval.

Mandated Backup Content

This area appears when you select the Enable mobile backup check box. Select the platforms and then select the respective folders that will back up from the mobile devices.

For more information on how you can add folders that you want inSync mobile app to back up on user's mobile devices, see  Select mandatory folders for backup.

Use data network if Wi-Fi isn't available

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

User can add content & edit settings If you want users to modify content for backup, backup schedule or resource settings, select this check box.
Step 6 of 7: DLP

DLP for Laptops and Desktops

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

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

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

In the Auto delete folders if device does not connect for box, type the number of days which when the user's laptop does not connect with the inSync Master, inSync must automatically delete data from the backup folders on the laptop.

Alert if device does not connect for

This box appears only after you select the Auto delete check box. In the Alert if device does not connect for specify the number of days which when the user's laptop does not connect with the inSync Master, inSync sends an alert to the inSync administrators.

Device trace Select if you want the location of the user's laptop to appears on the world map in the DLP Overview page.
Encryption for Windows Laptops and Desktops
  • If you want to encrypt all backup folders, click All Folders.
  • If you want to encrypt folders that administrators include in the back up, 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 the Mandatory Folders for Encrypt check box. In the Select mandatory backup folders for encryption, click the platform for which you want to encrypt the backup folders.

Encrypt 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 Encrypt inSync Share folder for Windows laptops.

DLP for Smartphones and Tablets

The following table describes the fields in the DLP for Smartphones and Tablets area of the DLP page.

Field Action
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.
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.
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 access to inSync content on other apps on iOS 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.
Step 7 of 7: Share

Share Settings

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

Field Action
Enable Sharing If you want the users associated with the profile to use the inSync Share functionality, select this check box. inSync creates the inSync Share folder on all their devices.
# versions of a file to be retained

This box appears only after you select the Enable Sharing check box. 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 check box. 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 check box. If you want to allow users to share files with users who do not have inSync installed on their devices, select this check box.

Enable link sharing This box appears only after you select the Enable Sharing check box. 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 check box. 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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