Update a profile
Overview
A Druva Cloud administrator and a Cloud administrator can update an existing profile any time. If you are a profile administrator, you can update the profiles for which you have access control.
Any changes made to a profile take effect in the next backup cycle.
Procedure
To update a profile
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On the Endpoints console, click Profiles.
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Select the profile you want to update and go to the Profile details page.
- Go to the Edit button at the top right, select the section you want to update (General / Endpoints), and click Save.
General
In the Summary section, update the profile name user limit and description for the Profile.
Summary | |
Profile name |
Enter the new name for the profile.
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Max. # users |
Select one of the following options:
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Description | Enter a description for the profile to assist the administrators in identifying the configuration parameters for the users assigned to the profile. |
In the User privacy & Access section update below fields.
Access Policy | |
Allow restore from web browser | Select this checkbox to enable users to access inSync Web. |
Allow access from mobile device |
Select this checkbox to allow users to access backed-up data through mobile devices. |
Allow users to log on only through the MDM managed app |
Select this checkbox to allow users to access backed-up data through mobile devices. Allow users to log in only through the MDM-managed app |
Enforce PIN for mobile access |
Select this checkbox to make a four-digit security code mandatory for users for opening Druva Mobile App. |
Login using |
Update one of the following login options:
Note: Single Sign-On (SSO) option is available only if SSO is configured in inSync. To configure SSO, see Configure inSync for SSO. |
Backup Data Privacy Settings | |
Allow admin access to user backup data |
Select this checkbox to access the inSync Client logs from user devices to analyze and troubleshoot the issues, especially for remote users. |
Allow users to edit Backup Data Privacy settings |
Select this checkbox to allow users to edit the logs privacy settings. Note: By selecting this checkbox, users can restrict administrators from downloading log files. |
Logs Privacy Settings | |
Allow admin access to logs |
Select this checkbox to access the inSync Client logs from user devices to analyze and troubleshoot the issues, especially for remote users. |
Allow users to edit Logs Privacy settings |
Select this checkbox to allow users to edit the logs privacy settings. Note: By selecting this checkbox, users can restrict administrators from downloading log files. |
In the Data Preservation & Alert section update the below field.
Data Preservation & Alert | |
Auto delete preserved users |
Select this checkbox to set the duration to automatically delete the preserved users after a particular duration.
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Backup Inactivity Alert | |
Alert if user's data is not backed up for |
Set the User Backup Inactivity alert if the user's data sources are not connected to the inSync Cloud for a certain period. |
Endpoints
The following table describes the fields in the Endpoints section to update a Profile. Update the required fields and click Save.
In the Laptops & Desktop section, select the folders for backup and specify the file type for inclusion and exclusion for backup.
Laptops & Desktops | |
Windows/Mac/Linux |
Update the configuration for the profile based on the operating systems. inSync provides data protection across Windows, Mac, and Linux operating systems. As applicable, click on the Windows, Mac, and Linux platforms for which you want to configure the folders for backup. If you are configuring files and folders for backup on macOS Mojave (version 10.14), see Configuration guidelines on macOS Mojave. |
Add Folders to backup up |
Select the folders that you want to back up. You can select the folders for each operating system.
To configure specific folders for backup on user devices, see Configure folders for backup. |
Exclude from Automated Restore |
Select this checkbox to exclude from auto-restore triggered during a device replace. This accelerates the device replacement process and helps users quickly get started.
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In the Smartphones/Tablets section, select the folders for backup and specify the file type for inclusion and exclusion for backup.
Smartphones/Tablets | |
Enable Mobile Backup |
Enable this option if you want to backup and restore mobile device data. This checkbox appears only if you select the Allow access from mobile devices checkbox in General settings.
For more information on how you can select mandatory folders for backup, see Select mandatory folders for backup and Mandate SD card backup on mobile devices. |
Add Folders to backup up |
Select the folders that you want to back up. You can select the folders for both Android/iOS operating systems.
To configure specific folders for backup on user devices, see Configure folders for backup. |
In the Backup Schedule & Retention section, set the backup schedule and retention period for Laptops/ desktops and mobile devices.
Laptops/Desktops | |
Backup Every |
Update the time interval for scheduled backups that trigger automatically on user devices as per the set frequency.
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Preferred backup window |
Set the preferred time frame within which the data backup from user devices starts. Scheduled backups will be triggered on the user devices as per the selected backup frequency. 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. Example: 12:00 AM - 12:00 AM
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Blackout window |
Set the preferred timeframe within which you do not want the auto-scheduled backup to trigger. If you do not want to apply this restriction, set the same start time and end time. For example: 12:00 AM - 12:00 AM. User devices are backed up based on the following criteria if you define the Blackout window duration:
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Use admin time zone |
Select this checkbox, if you want to synchronize device backups to your time zone. Example: If the administrator's time zone, who updated the profile, is New York (EDT) and the backup schedule time is at 08:00 A.M., backups will start from 05:00 AM for user devices in Los Angeles (PDT).
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Backup at logoff/shutdown |
Select this checkbox, if you want to backup device data every time when a user attempts to log off/shut down the device and ensure data backup.
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Smartphones/Tablets | |
Backup Every |
Set the time interval for scheduled backups that trigger automatically on user devices as per the set frequency. This option appears when you select the Enable mobile backup checkbox in the General section. By default, the backup operation is scheduled for every 8 hours. For more information about how you can update this permission, see Define the mobile backup interval. |
Use data network in the absence of Wi-Fi |
Select this option if you want to back up using cellular data in case Wi-Fi network is not available. |
Retention | |
Retain all Snapshots for |
Set the duration in days to retain all the daily backups. Example: If you set the duration to retain snapshots for five days and the backup is completed on January 5, then it will delete the backup data from the storage on January 10. For more information about the retention policy, see Configure the backup retention policy.. |
Retain Weekly Snapshots for |
Set the duration in weeks to retain all the weekly backups.
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Retain monthly backups for |
Set this duration in months to retain all the monthly backups.
For more information about the retention policy, see Configure the backup retention policy. |
Data Lock | |
Enable Data Lock |
Enable this option to:
For more information, see Data Lock.
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Resource Settings | |
Max bandwidth [WAN] |
Enter 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 the total available bandwidth. If you do not want to set any restriction on bandwidth consumption, type 0 (zero).
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CPU Priority |
Select the priority that you want to assign to inSync, on the user devices. 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 by inSync, on the user device. We recommend that you set CPU priority to an optimal value. |
In the User Settings section, update the user Backup Settings, Backup Content and Backup Resource, Device setting, and Notification settings.
Backup Settings | |
Change backup schedule |
Select this checkbox to allow users to modify the pre-defined backup schedule set by the Profile administrators. |
Change blackout window | Select this checkbox to allow users to modify the blackout window period as per their preference. |
Pause backup |
Select this checkbox to allow users to pause a scheduled backup that is in progress. |
Cancel backup |
Select this checkbox to allow users to cancel an ongoing backup that is in progress.
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Allow users to add devices |
Select this checkbox, to allow users to activate inSync on their devices. Set the number of devices you select Allow users to add devices checkbox. Example: If you enter 2, the user will be able to activate inSync on a maximum of 2 devices. If you do not select this checkbox, you must activate inSync for all users.
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Backup Content | |
Add backup folders | Select this checkbox to allow users to add additional folders for backup. |
Backup Resource | |
Modify backup resources |
Select this checkbox if you want to allow users to modify the Max Bandwidth and CPU Priority values.
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Opt out of networks for backup |
Select this checkbox if you want to allow users to block specific networks from backing up data. Example: Allow users to block backups on data card, personal mobile hotspots, or Mi-Fi devices during traveling to minimize the personal hotspot or Mi-Fi data usage and costs.
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Edit proxy settings |
Select this checkbox to allow users to update proxy settings.
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Device Settings for Users | |
Quota per user |
Set the user quota for device backup of each user assigned to the profile. Example: If you set this to 1000 GB, inSync will back up user data for up to 1000 GB. If you do not want to set any restriction on the data size, type 0 (zero).
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Mark device inactive if it does not connect for |
Set the duration in days after which the device is marked as inactive when not connected to inSync Cloud. |
Auto-delete inactive devices |
Select this check box to delete inactive devices automatically. Set the number of days after which the inactive devices are deleted. Once the device is deleted, the backed-up data of that device will not be available for download or restore. |
Agent and User Notification Settings | |
Show inSync icon in system tray |
Select this checkbox for the Sync icon to appear in the system tray of the user devices. If enabled, the users can view the various statuses of inSync on the system tray such as connection, backup, restore, etc. |
Allow users to modify notification settings |
Select this checkbox to allow users to select or deselect the type of notifications they prefer to see on their devices. |
Notifications shown on devices |
You can choose the type of inSync notifications you want to display on the user devices. For more information, see Enable inSync notifications. |
In the Data Loss Prevention section, configure the settings for Laptops and smartphones.
Data Loss Prevention (DLP) for Laptops and Desktops | |
Enable device trace |
Select this checkbox to enable device tracking in case the user device is lost or stolen. The location of the user's device appears on the world map on the DLP Overview page on the Druva Console.
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Allow auto-delete |
Select this checkbox to automatically delete data from the backup folders for the devices that do not connect with inSync Cloud for a specific number of days. |
Alert if device does not connect for |
Set the duration in days to send an alert if the user device is not connected to inSync Cloud. This box appears only after you select the Allow Auto delete checkbox. |
Delete folders/data if device does not connect for |
Set the duration in days to delete the data from the backup folder automatically from the user device if the device is not connected to inSync Cloud for a specific number of days. This box appears only after you select the Allow Auto delete checkbox. |
Enable encryption |
Select the encryption as applicable:
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DLP for Smartphones and Tablets | |
Enable device trace |
Select this checkbox to enable device tracking in case the user mobile device is lost or stolen. The location of the user's device appears on the world map on the DLP Overview page on the Druva Console.
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Allow offline access to files |
Select this checkbox to allow users to access their favorite files while they are in offline mode. |
Enable encryption for android |
Select this checkbox to encrypt the data in the backup folders of the user's Android device. |
Remote device deactivation |
Select an option from the list as applicable: Optional: If you want users to decide if they want to enable device deactivation. Mandatory: If you want to make it mandatory for users to enable device deactivation. |
Allow other iOS apps to access content |
Select this checkbox to back up data using other apps on an iOS device. |
In the Global Exclusions section, select the file extension and file patch that needs to be excluded for backup.
File Type |
Enter the specific file type that you want to exclude during the backup. The file extensions are automatically added to the adjacent field. To remove a file type, click the file type.
For the list of file types that are by default excluded from backup, see Defined file types for backup. |
Path and folder | Enter the path to the files and folders that you want to exclude from backups.
Example: C:\Program Files\Microsoft\Data |
Regular Expressions (for File Types, Path, and Folders to be excluded) | Enter the files and folders to exclude from the backup operation using regular expressions. For more information see Configure the global exclude list. |
Configuration guidelines on macOS Mojave
Locations that display a prompt
The macOS Mojave (version 10.14) has a User Data Protection feature, which displays an authorization prompt when inSync Client tries to access the following locations if configured for backup:
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Location Services
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Contacts ~/Library/Application Support/Address Book
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Calendars ~/Library/Calendars
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Reminders ~/Library/Calendars
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Photos ~/Pictures/Photos Library.photoslibrary
If you want inSync to back up the locations but do not want the macOS Mojave to display the permission prompts to the users, you can pre-configure the authorization to inSync via MDM (Mobile Device Management) which is used in your organization. Druva also recommends educating the inSync Client users of your organization to pre-approve inSync by adding it to Full Disk Access in System Preferences > Security and Privacy pane for a seamless backup experience.
If you do not want inSync to backup the mentioned locations, you must configure these locations in the Global Exclude list, defined at Profile level. inSync skips the locations mentioned in the Global Exclude list while backing up user data. For more information, see Configure the global exclude list.
inSync Client v6.1.1
inSync Client v6.1.1 supports macOS Mojave (version 10.14).
- Druva recommends that you upgrade the inSync Client to v6.1.1 before upgrading user devices to macOS Mojave.
- If inSync Client users do not take any action on the prompts, inSync will pause the ongoing backup and it will remain in that state until the user takes an action.
For inSync Client v6.1.0 and earlier:
inSync Client v6.1.0 and earlier, running on macOS Mojave will skip the backup of the mentioned locations, even if they are configured for backup. Administrators must upgrade user devices running on macOS Mojave to inSync Client v6.1.1 or later to successfully backup the mentioned locations.
Locations that do not display a prompt
For inSync Client v6.1.1:
inSync Client will skip the following configured locations by default while performing the backup if it does not have the required access permissions:
- Messages
- Safari Browsing History
- HTTP Cookies
- Call History
- iTunes Backups
- Time Machine Backups
Druva recommends educating the inSync Client users of your organization to pre-approve inSync access to the configured locations. To learn more, refer to inSync Client changes for macOS Mojave (version 10.14).
For inSync Client v6.1.0 and earlier:
inSync Client v6.1.0 and earlier, running on macOS Mojave will skip the backup of the mentioned locations, even if they are configured for backup. Administrators must upgrade user devices running on macOS Mojave to inSync Client v6.1.1 or later to successfully backup the mentioned locations.