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Druva Documentation

Update a profile

Overview

If you are a cloud administrator, you can update an existing profile at any time. If you are a profile administrator, you can update the profiles for which you have access control. 

Procedure

To update a profile
  1. On the inSync Management Console menu bar, click Profiles.
  2. Click the profile that you want to update. 
Update Profile Summary
  1. Click the General tab.
  2. Under User Privacy & Access, click Edit
  3. On the Edit Profile page, update the required field.
     
    Field Action
    Summary 

    Profile name

    Displays the profile name.

    To rename the profile, enter the new profile name.

    The new profile name must be unique as inSync does not accept duplicate profile names. inSync does not allow you to rename the Default profile. 

    Note: Only inSync Cloud and Profile administrator can edit the Profile name.

    Max. # 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).

    Description Type a short description for this profile.

    Backup Inactivity Alert 

    Alert if user's data sources are not backed up for

    inSync will raise the User Backup Inactivity alert if a user device is not backed up for more than the days specified in this field.  You can specify from 1 to 365 days in this field.

    User Privacy & Access 
    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 have restored or downloaded in the user audit trail.
    • Downloading log files pertaining to a user's inSync activities.inSync activities.
    • Downloading data that users share with others. However, inSync administrators can view the share activities for the users irrespective of the privacy settings.

    Note: If you want to disallow the users to disable administrators to view/download their backup and share data through inSync Client, clear the 'Allow users to edit privacy settings' check box.

    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 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 AD/LDAP user name and password, click AD/LDAP Account.
      • When you click AD/LDAP Account, Select AD/LDAP Server field appears.
        Select the IP address or the fully qualified domain name (FQDN) of the inSync Master that contains the AD or LDAP server.
    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.
    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 MDM managed app This option is displayed only if you check Allow access from mobile devices. 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.
Update Device
  1. Click the Devices tab.
  2. Click Edit.
  3. On the Edit Device Backup Configuration screen, update the required fields.
    Field Description
    Laptops & Desktops 
    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.
    Folder to be backed up Click the folders that you want to back up. You must select the folders for each operating system. 
    Include Files In this box, enter 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, enter 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.
    Folder display name
    *Displayed only when you add a custom folder for backup using + Add Folder and when you select All Drives as a backup folder for Windows. 

    Type a name for the custom folder that you want to add for backup. This name is used as an identifier for the custom folder by inSync.

    Note: Once configured, Folder display name cannot be edited.
    Smartphones and Tablets 
    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.

    Schedule & Retention: Backup Schedule > Laptops & Desktops Schedule 
    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.
    Preferred backup window 

    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 check box is not selected.
    Blackout window 

    Type the time period when inSync must not trigger any scheduled backups. This restriction is not applicable for user triggered backups and inSync administrator triggered backups. If you do not want to set this restriction, 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.
    • If a user device was marked as inactive, and at any point of time the device connects to inSync Master, Blackout window time slot is not honored and that device is immediately backed up.

    Use admin time zone

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

    Note: If you select this check box, the configuration that you specify in the following Preferred backup window and Blackout window fields act accordingly to inSync Master time zone. For example, if the inSync Master time zone is New York (EDT) and the Preferred backup window time is set to start at 8:00 A.M., backups will start from 5:00 AM for user devices in Los Angeles (PDT).

    Schedule & Retention: Backup Schedule > Smartphones & Tablets 
    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.

    Use data network in absence of WIFI

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

    Schedule & Retention: Data Retention for Devices 
    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, 2017. inSync then deletes the backup data from the storage on January 11, 2017.
    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.
    Schedule & Retention: Laptops & Desktops Resources 
    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 128 Kbps for backups over LAN. If you set the bandwidth as a percentage value, ensure that the maximum LAN bandwidth is not less than 128 Kbps.
    Max bandwidth [WAN]

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

    Note: inSync requires a minimum bandwidth of 128 Kbps for backups over WAN. If you set the bandwidth as a percentage value, ensure that the maximum WAN bandwidth is not less than 128 Kbps.
    CPU Priority

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

    User Settings: Allow Users to Change Settings > Backup Settings  
    Change backup schedule

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

    User backup schedules override administrator backup schedules.

    Change blackout window Select this check box to allow inSync users to set blackout window period as per their preference.
    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.

    User Settings: Allow Users to Change Settings > Backup Content  

    Add backup folders (laptops & desktops)

    Select this check box to allow inSync users to add backup folders.
    Add content & edit settings (smartphones & tablets) If you want users to modify content for backup, backup schedule or resource settings, select this check box.
    User Settings: Allow Users to Change Settings > Backup Resources  

    Modify backup resources

    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.

    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 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.

    Edit proxy settings If you want to allow users to update proxy settings, select this check box.
    User Settings: Device Settings for Users  
    Quota per user

    Type the maximum data that each user who belongs 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 devices, select this check box.

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

    Note: This setting is not applicable for mobile device activation.

    Max. devices per user This box appears only when you select Allow users to add devices check box. In the Max. devices per user box type the number of devices that each user can back up.
    Show inSync icon in system tray If you want the inSync icon to appears on the system tray of the user’s devices, select this check box.
    Show desktop notifications If you want inSync to display important information to users through desktop notifications, select this check box.
    User settings: Device Settings for Users > Manage Inactive Devices

    Mark a device as inactive if it does not connect for

    Specify the number of days after which inSync must mark the device as inactive in the absence of any connection between the user device and inSync server. The default value is 15 days for this field.

    For example, if you set the period as 5 days and if a user device did not connect for 5 consecutive days, inSync server flags the device as inactive. You can specify any value from 1 to 365.

    Important: Although the functionality is available, it will not result in immediate device deletion. Druva is currently performing validations, and will notify the date when inSync will start deleting inactive devices. Contact Druva Support for more information.

    Auto delete inactive devices

    Enables auto-delete of inactive devices setting for the profile. inSync automatically deletes inactive devices associated with the profile after the number of days specified in the Delete inactive devices after field. 

     Once the device is deleted, snapshots of that device will not be available for download or restore.

    Delete inactive devices after

    Specify the number of days after which inSync must delete the inactive devices. The default value is 180 days for this field. You can specify values from 90 to 1000 days.

Update Share
  1. Click the Share tab. 
  2. Under Share Settings, click Edit
  3. Update the field that you want to. 
Field Action
# 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 existing guest users, select this check box.

Allow adding guest users This box appears only after you select the Allow sharing with guests check box. If you want to allow users to add guest users, 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.