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Druva Documentation

Manage administrator accounts

Read this article to know about the different types of Phoenix administrators and privileges, and how to manage your Phoenix account.

Types of administrators

Administrator type Description

Cloud administrator

Cloud administrators have the privileges to configure, manage, and monitor the Phoenix setup, and create other cloud and group administrators. Only a cloud administrator can manage another cloud administrator.

To access the Global Dashboard as a Cloud administrator:

  • Click the Phoenix logo . OR
  • Click All Organizations, on the menu bar.

Organization administrator

Organization administrators can manage one or more organizations assigned to them by the cloud administrator and can create and manage group administrators for organizations assigned to them. 

Note:  Organization administrators cannot access the consolidated pages of all organizations.

To access the Organization Dashboard as an Organization administrator:

  • Click the Phoenix logo . If you have multiple organizations registered to your name, the first organization is displayed. OR
  • On the menu bar, choose the required organization from the All Organization drop-down.

Group administrator

Group administrators have restricted access to the associated server groups . They have necessary permissions for server group-related activities such as editing server groups, detaching and attaching backup policies, and managing servers belonging to their server groups. Only a cloud administrator can change the server groups associated with group administrators.

Note: One group administrator can be assigned to manage multiple server groups. Similarly, a single server group can be managed by more than one group administrator. 

Note: Group Administrators will receive alert notification for only the associated server groups.

Create and manage the administrator account

This section provides the information about the types of Phoenix administrators. For more information about Phoenix Administrators, see Key concepts and terms

Create a cloud administrator 

Cloud administrators can perform activities such as configuring, managing, and monitoring Phoenix. Cloud administrators can also create other clouds, organization, and group administrators. 

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, from the organization's drop-down list, select All Organizations.

Note: You can create a cloud administrator only through All Organizations.

  1. On the menu bar, click Administrators
  2. Click Create Administrator
  3. Provide the following details.
    Field Description
    Display name The name of this administrator.
    Email address The administrator's email address. 
    Role

    The role of the administrator. Select Cloud Administrator.

  1. Click Ok

Note: When any non-administrator with an existing subscription to alerts or reports is added as a cloud administrator, the following message is displayed:

"This email ID is already subscribed for alert(s)/report(s) as a non-administrator. Adding user as Phoenix Administrator will remove any existing non-administrator subscriptions."

Create an organization administrator

Organization administrators can manage one or more organizations assigned to them by the cloud administrator. Organization administrators can create and manage group administrators assigned to the organizations.  Only a Cloud administrator can create organization administrators. Organization administrators cannot access the consolidated pages of All Organizations.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, from the organization's drop-down list, select All Organizations.
  3. Click Create Administrator
  4. Provide the following details.
    Field Action
    Display name The display name for the administrator.
    Email address The email address of the administrator.
    Role  From the drop-down list, select Organization Administrator.
    Organizations

    The Organizations that the organization administrator can manage. Click in the field and select the organizations to be managed by the organization administrator.

  5. Click OK.

Note: When any non-administrator with an existing subscription to alerts or reports is added as an organization administrator, the following messages is displayed:

"This email ID is already subscribed for alert(s)/report(s) as a non-administrator. Adding user as Phoenix Administrator will remove any existing non-administrator subscriptions." 

Create a group administrator

Group administrators have restricted access associated with their server groups. They have necessary permissions such as editing server groups, detaching and attaching backup policies, and managing servers belonging to their server groups.

Note: If you are a cloud administrator, you can create a group administrator, and assign this group administrator to multiple server groups. You can also assign a group administrator to server groups to which other group administrators are already assigned. 

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click Create Group Administrator
  5. Provide the following details.
    Field Action
    Display name The display name for this administrator.
    Email address The email address of this administrator.
    Role 

    The role of the administrator. Select Group Administrator.

    Groups

    The server groups that you want to include for the group administrator. Click in the field and select the server groups from the list.

  6. Click Ok.

Note: When any non-administrator with an existing subscription to alerts or reports is added as a group administrator, the following message is displayed:

"This email ID is already subscribed for alert(s)/report(s) as a non-administrator. Adding user as Phoenix Administrator will remove any existing non-administrator subscriptions."

Set a password policy

If you are a cloud administrator, you can set a password policy for all administrator accounts. 

At the time of setting the password policy, you can choose to: 

  • Enforce a strong password
  • Set the number of previous passwords with which your new password must not match
  • Set the number of invalid login attempts allowed
  • Set the number of days after which the administrator password expires

Procedure

  1. Log on to the Phoenix Management Console.
  2. On the menu bar, from the organization's drop-down list, select All Organizations.
  3. On the menu bar, click Settings
  4. Under Password Policy, click Edit.
  5. Select Enable Password Policy.
  6. Provide details for the following fields: 
    Field Description
    Enforce Strong Password The option to enforce setting a secure password.

    Cannot reset password to last

    The number of previous passwords with which the new password must not match. 

    Note: The default value is 3. 

    Max. invalid login attempts

    The maximum number of login attempts allowed.

    Note: If the number of login attempts equals this value, Phoenix locks the administrator account for 1 hour. 

    Passwords expire after every

    The number of days after which passwords expire. 

    Note: If you set this field to zero (0), passwords remain active for lifetime. 

  1. Click Save

Note: Password policy option will be disabled, if SSO is enabled and failsafe is disabled. The Edit button is also disabled and the following message is displayed.

Add or remove server groups

If you are a cloud administrator, you can add or remove server groups associated with group administrators. These group administrators can perform tasks such as editing server groups, detaching and attaching backup policies, and managing servers for the newly-assigned server groups.

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click the group administrator for whom you want to update server groups. 
  5. Under Groups Managed, click Manage Groups
  6. To remove a server group, click the delete icon () next to the server group.
  7. Click Ok.

Update the administrator details

If you are a cloud administrator, you can update administrator details.

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click the administrator for whom you want to update details.
  5. Click Edit.
  6. Provide the following details.
    Field Description
    Display name The display name of this administrator.
    Country  The country of the administrator.
    Select time zone The time zone of the country of location. 
Note: The time zone determines:
  • The timestamps on the reports that the administrator receives.
  • The timestamps on the jobs that the administrator view.
  1. Click Save

Delete an administrator account

If you are a cloud administrator, you can delete other cloud administrators and group administrators. 

Note: Phoenix does not send notifications for delete operations. You might want to consider informing the administrator whose account you deleted. 

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators
  4. Select the administrators that you want to delete, and then click Delete.

Reset an administrator password

If you are a cloud administrator, you can reset passwords for other cloud administrators and group administrators. After you reset an administrator's password, Phoenix sends an e-mail with the new password to that administrator.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click the administrator for whom you want to reset the password.
  5. Click Reset Password.

Administrator responsibilities

The following table lists the responsibilities of the administrators.

 

Responsibility

Cloud administrator

Organization  administrator

Group administrator

 
Monitor Phoenix from the dashboard page

yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Manage reports yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

 
Request for additional storage for the Phoenix setup

yes.png

yes.png yes.png
 
View backup policies

yes.png

yes.png

(for associated organizations only)

yes.png
Create a backup policy yes.png

yes.png

(for associated organizations only)

yes.png
Create a copy of a backup policy

yes.png

yes.png

(for associated organizations only)

yes.png
Modify existing backup policies

yes.png

yes.png

(for associated organizations only)

yes.png

Delete backup policies

yes.png

yes.png

(for associated organizations only)

yes.png
 
View retention policies

yes.png

yes.png

(for associated organizations only)

yes.png
Create a retention policy

yes.png

yes.png

(for associated organizations only)

yes.png
Modify existing retention policies

yes.png

yes.png

(for associated organizations only)

yes.png

Delete retention policies

yes.png

yes.png

(for associated organizations only)

yes.png
 
Create a server group

yes.png

yes.png

(for associated organizations only)

yes.png
Detach and attach backup policies

yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Manage servers assigned to the server group

yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

 
Register a server yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Configure a server yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Reconfigure a server yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Enable and disable a server yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Back up and restore a server yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Delete a snapshot yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Delete a server yes.png
 

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

 
View token list yes.png

yes.png

(for associated organizations only)

yes.png
Remove activation tokens yes.png

yes.png

(for associated organizations only)

yes.png
 
Create an administrator yes.png

yes.png

(for associated organizations only)

yes.png
Update administrator details yes.png

yes.png

(for associated organizations only)

yes.png
Add or remove server groups associated with a group administrator yes.png

yes.png

(for associated organizations only)

yes.png
Set password policy yes.png

yes.png

(for associated organizations only)

yes.png
Reset administrator password yes.png

yes.png

(for associated organizations only)

yes.png
Delete administrators yes.png

yes.png

(for associated organizations only)

yes.png
 
Add, install, and activate Phoenix CloudCache yes.png

yes.png

(for associated organizations only)

yes.png
Configure Phoenix CloudCache yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Map and manage server groups yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Update Phoenix CloudCache details yes.png

yes.png

(for associated organizations only)

yes.png

(for associated server groups only)

Decommission Phoenix CloudCache yes.png

yes.png

(for associated organizations only)

yes.png​​
All Organizations
Creating organizations yes.png yes.png yes.png
Creating Organizations Administrators yes.png yes.png yes.png
Assigning organizations to Organizations Administrators yes.png yes.png yes.png
Access to all organizations yes.png yes.png yes.png
Consolidate storage usage yes.png yes.png yes.png

Manage your Phoenix account

This section contains instructions for updating your account details and your password.

Update your account details

This topic provides instructions for updating your account details.

Procedure 

  1. Log on to Phoenix Management Console. 
  2. At the top-right corner of the menu bar, click  > My Account
  3. Click Edit.
  4. On the Edit Administrator screen, provide the following details.
    Field Description
    Display name Type a display name that you want to use. 
    Country Click the appropriate country.
    Select time zone Click the time zone that you want to use for timestamps.
    Note: The time zone determines:
    • The timestamps on the reports that you receive.
    • The timestamps on the tasks that you view.
  5. Click Save

Update your password

You must update your password if:

  • Your password was reset
  • The password policy for your Phoenix setup requires you to update your password periodically

Best practices for password updates 

We recommend that you follow these best practices while updating your password:

  • The password should be alphanumeric. 
  • The password should not be a dictionary word.
  • The password should not contain strings of consecutive numbers or alphabets.

Procedure

  1. Log on to Phoenix Management Console. 
  2. At the top-right corner of the menu bar, click  > My Account.
  3. Click Change Password
  4. Set a new password, and click Ok.

Content for Backup Sets v2

This topic describes the different types of Phoenix administrators and privileges, and how to manage your Phoenix account.

Types of administrators

This section provides the information about the types of Phoenix administrators. For more information about Phoenix Administrators, see Key concepts and terms.

Administrator type Description

Cloud administrator

Cloud administrators have the privileges to configure, manage, and monitor the Phoenix setup, and create other cloud and group administrators. Only a cloud administrator can manage another cloud administrator.

To access the Global Dashboard as a cloud administrator:

  • Click the Phoenix logo . Or,
  • Click All Organizations, on the menu bar.

Organization administrator

Organization administrators can manage one or more organizations assigned to them by the cloud administrator and can create and manage group administrators for organizations assigned to them. 

Note:  Organization administrators cannot access the consolidated pages of all organizations.

To access the Organization Dashboard as an organization administrator:

  • Click the Phoenix logo  If you have multiple organizations registered to your name, the first organization is displayed. Or
  • On the menu bar, select the required organization from the All Organization drop-down.

Group administrator

Group administrators have restricted access to the administrative groups with which they are associated. They have necessary permissions for administrative group-related activities such as editing administrative groups, detaching and attaching backup policies, and managing servers belonging to their administrative groups. Only a cloud administrator can change the administrative groups associated with group administrators.

Note: One group administrator can be assigned to manage multiple administrative groups. Similarly, a single administrative group can be managed by more than one group administrator. 

Note: Group administrators will receive alert notification for only the associated administrative groups.

Create and manage the administrator account

This section provides the information about how to create various Phoenix administrators and how to manage the administrators. For more information about Phoenix Administrators, see Key concepts and terms.

Create a cloud administrator 

Cloud administrators can perform activities such as configuring, managing, and monitoring Phoenix. Cloud administrators can also create other cloud, organization, and group administrators. 

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, from the organization's drop-down list, select All Organizations.

Note: You can create a cloud administrator only through All Organizations.

  1. On the menu bar, click Administrators
  2. Click Create Administrator
  3. Provide the following details.
    Field Description
    Display name The name of the cloud administrator.
    Email address The administrator's email address. 
    Role

    The role of the administrator. Select Cloud Administrator.

  1. Click Ok

Note: When any non-administrator with an existing subscription to alerts or reports is added as a cloud administrator, the following message is displayed:

"This email ID is already subscribed for alert(s)/report(s) as a non-administrator. Adding user as Phoenix Administrator will remove any existing non-administrator subscriptions."

Create an organization administrator

Organization administrators can manage one or more organizations assigned to them by the cloud administrator. The organization administrator can create and manage the group administrators for organizations that are assigned to them. 

Note:  Only a cloud administrator can create organization administrators. Organization administrators cannot access the consolidated pages of All Organizations.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, from the organization's drop-down list, select All Organizations.
  3. Click Create Administrator
  4. Provide the following details.
    Field Action
    Display name The display name for the organization administrator.
    Email address The email address of the organization administrator.
    Role  From the drop-down list, select Organization Administrator.
    Organizations

    The organizations that the organization administrator can manage. Click in the field and select the organizations to be managed by the organization administrator.

  5. Click Ok.

Note: When any non-administrator with an existing subscription to alerts or reports is added as an organization administrator, the following messages is displayed:

"This email ID is already subscribed for alert(s)/report(s) as a non-administrator. Adding user as Phoenix Administrator will remove any existing non-administrator subscriptions." 

Create a group administrator

Group administrators have restricted access associated with their administrative groups. They have necessary permissions, such as editing administrative groups, detaching and attaching backup policies, and managing servers belonging to their administrative groups.

Note: If you are a cloud administrator, you can create a group administrator, and assign this group administrator to multiple administrative groups. You can also assign a group administrator to administrative groups to which other group administrators are already assigned. 

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click Create Group Administrator
  5. Provide the following details.
    Field Action
    Display name The display name for the group administrator.
    Email address The email address of the group administrator.
    Role 

    The role of the administrator. Select Group Administrator.

    Groups

    The administrative groups that you want to include for the group administrator. Click in the field and select the administrative groups from the list.

  6. Click Ok.

Note: When any non-administrator with an existing subscription to alerts or reports is added as a group administrator, the following message is displayed:

"This email ID is already subscribed for alert(s)/report(s) as a non-administrator. Adding user as Phoenix Administrator will remove any existing non-administrator subscriptions."

Set a password policy

If you are a cloud administrator, you can set a password policy for all the administrator accounts. 

At the time of setting the password policy, you can choose to: 

  • Enforce a strong password.
  • Set the number of previous passwords with which your new password must not match.
  • Set the number of invalid login attempts allowed.
  • Set the number of days after which the administrator password expires.

Procedure

  1. Log on to the Phoenix Management Console.
  2. On the menu bar, from the organization's drop-down list, select All Organizations.
  3. On the menu bar, click Settings
  4. Under the Password Policy tab, click Edit.
  5. Select the Enable Password Policy checkbox. The password policy setting options for administrators display.
  6. Provide details for the following fields: 
    Field Description
    Enforce Strong Password The option to enforce setting a secure password.

    Cannot reset password to last

    The number of previous passwords with which the new password must not match. 

    Note: The default value is 3. 

    Max. invalid login attempts

    The maximum number of login attempts allowed.

    Note: If the number of login attempts equals this value, Phoenix locks the administrator account for 1 hour. 

    Passwords expire after every

    The number of days after which passwords expire. 

    Note: If you set this field to zero (0), passwords remain active for lifetime. 

  1. Click Save

Note: If you enable SSO and failsafe, Phoenix disables the password policy option. Phoenix also disables the Edit button and displays the following message.

Add or remove administrative groups

If you are a cloud administrator, you can add or remove administrative groups associated with group administrators. The group administrators can perform tasks, such as editing administrative groups, detaching and administrative backup policies, and managing servers for the newly-assigned administrative groups.

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click the group administrator for whom you want to update administrative groups
  5. Under Groups Managed, click Manage Groups
  6. To remove an administrative group, click the delete icon () next to the administrative group.
  7. Click Ok.

Update the administrator details

If you are a cloud administrator, you can update administrator details.

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click the administrator for whom you want to update details.
  5. Click Edit.
  6. Provide the following details.
    Field Description
    Display name The display name of the administrator.
    Country  The country where the administrator is located.
    Select time zone The time zone of the country of location. 
Note: The time zone determines:
  • The timestamps on the reports that the administrator receives.
  • The timestamps on the jobs that the administrator view.
  1. Click Save

Delete an administrator account

If you are a cloud administrator, you can delete other cloud administrators and group administrators. 

Note: Phoenix does not send notifications for delete operations. You might want to consider informing the administrator whose account you deleted. 

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators
  4. Select the administrators that you want to delete, and then click Delete.

Reset an administrator password

If you are a cloud administrator, you can reset passwords for other cloud administrators and group administrators. After you reset an administrator's password, Phoenix sends an e-mail with the new password to that administrator.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Administrators.
  4. Click the administrator for whom you want to reset the password.
  5. Click Reset Password.

Administrator responsibilities

The following table lists the responsibilities of the administrators.

 

Responsibility

Cloud administrator

Organization  administrator

Group administrator

 
Monitor Phoenix from the dashboard page

yes.png

(for associated organizations only)

yes.png

(for associated administrative groups only)

Manage reports

(for associated organizations only)

(for associated administrative groups only)

 
Request for additional storage for the Phoenix setup

yes.png

 
View backup policies

(for associated organizations only)

Create a backup policy

(for associated organizations only)

Create a copy of a backup policy

(for associated organizations only)

Modify existing backup policies

(for associated organizations only)

Delete backup policies

(for associated organizations only)

 
View content rule

(for associated organizations only)

Create content rule

(for associated organizations only)

Modify content rule

(for associated organizations only)

Delete content rule

(for associated organizations only)

 
View retention policies

(for associated organizations only)

Create a retention policy

(for associated organizations only)

Modify existing retention policies

(for associated organizations only)

Delete retention policies

(for associated organizations only)

 
Create an administrative group

(for associated organizations only)

Detach and attach backup policies

(for associated organizations only)

(for associated administrative groups only)

Manage servers assigned to the administrative group

(for associated organizations only)

(for associated administrative groups only)

 
Register a server

(for associated organizations only)

(for associated administrative groups only)

Configure a server

(for associated organizations only)

(for associated administrative groups only)

Reconfigure a server

(for associated organizations only)

(for associated administrative groups only)

Enable and disable a server

(for associated organizations only)

(for associated administrative groups only)

Back up and restore a server

(for associated organizations only)

(for associated administrative groups only)

Delete a snapshot

(for associated organizations only)

(for associated administrative groups only)

Delete a server

(for associated organizations only)

(for associated administrative groups only)

 
View token list

(for associated organizations only)

Remove activation tokens

(for associated organizations only)

 
Create an administrator

(for associated organizations only)

Update administrator details

(for associated organizations only)

Add or remove administrative groups associated with a group administrator

(for associated organizations only)

Set password policy

(for associated organizations only)

Reset administrator password

(for associated organizations only)

Delete administrators

(for associated organizations only)

 
Add, install, and activate Phoenix CloudCache

(for associated organizations only)

Configure Phoenix CloudCache

(for associated organizations only)

(for associated administrative groups only)

Map and manage administrative groups

(for associated organizations only)

(for associated administrative groups only)

Update Phoenix CloudCache details

(for associated organizations only)

(for associated administrative groups only)

Decommission Phoenix CloudCache

(for associated organizations only)

​​
All Organizations
Creating organizations
Creating Organizations Administrators
Assigning organizations to Organizations Administrators
Access to all organizations
Consolidate storage usage

Manage your Phoenix account

This section contains instructions for updating your account details and your password.

Update your account details

This topic provides instructions for updating your account details.

Procedure 

  1. Log on to Phoenix Management Console. 
  2. At the top-right corner of the menu bar, click  > My Account
  3. Click Edit.
  4. On the Edit Administrator screen, provide the following details.
    Field Description
    Display name Type a display name that you want to use. 
    Country Click the appropriate country.
    Select time zone Click the time zone that you want to use for time stamps.
    Note: The time zone determines:
    • The timestamps on the reports that you receive.
    • The timestamps on the tasks that you view.
  5. Click Save

Update your password

You must update your password, if:

  • Your password was reset.
  • The password policy for your Phoenix setup requires you to update your password periodically.

Best practices for password updates 

We recommend that you follow the following best practices while updating your password:

  • The password should be alphanumeric. 
  • The password should not be a dictionary word.
  • The password should not contain strings of consecutive numbers or alphabets.

Procedure

  1. Log on to Phoenix Management Console. 
  2. At the top-right corner of the menu bar, click  > My Account.
  3. Click Change Password
  4. Set a new password, and click Ok.