Configuring a CTERA Portal as a Precondition to Setting Up the Gateway
Before setting up the gateway, you have to configure the portal to which the gateway will connect.
To configure the portal:
1 The user account on the portal used to connect the gateway to the portal must have read and write administrator permissions to enable syncing folders between the gateway and the portal.
a Sign in to the portal as an administrator and access the administration user interface.
b Select Settings > User Roles in the navigation pane.
The Roles window is displayed.
c Click Read/Write Administrator and in the Edit Roles window make sure that Access End User Folders is granted.
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2 Create a designated user as an owner of the cloud folders and data. CTERA recommends creating the owner as a local service account with administrator privileges and not a real user. Once the data is uploaded to the CTERA Portal there is an owner for the data who can get elevated rights.
a Select Users > Users in the navigation pane.
The USERS page is displayed.
b Click New User.
The New User window is displayed.
/images/__PortalAndGatewayInitialSetup.1.1.2.png)
c Complete the following fields in the Profile option.
Username – A name for the user's CTERA Portal account.
Email – An email address.
First Name – A first name for the service account.
Last Name – A last name for the service account.
Role – Select Read/Write Administrator.
Password/Retype Password – A password for the account.
d Click SAVE.
3 Set the folders to share with the same shares configuration as in the original file server.
For example, the following team folders exist on a Windows server named SRV2:
/images/Migration1.png)
Create the corresponding folders in the CTERA Portal and then sync them down to the CTERA gateway. Once the folders are synced to the CTERA gateway you need to create the shares pointing to these folders via the CTERA Gateway user interface.
Where appropriate, CTERA recommends creating site or company cloud folders. For example, if the migrated data will be used at multiple company sites, with similar share structures at each site, you should create a corporate cloud folder with all the folders that will be shared by all the sites underneath it and in addition have a site folder per site containing all the share folders for the site.
/images/MigrationShareStructure.png)
With this structure, you can edit the ACLs for each folder at the top level of the share.
a Select Folders > Cloud Drive Folders in the navigation pane.
The Cloud Drive Folders page is displayed.
b Click New.
Note: You cannot set up an existing folder that already contains files.
/images/NewCloudDriveFolder.png)
c Complete the fields:
Name – The name for the folder.
Description – An optional description for the folder.
Owner – The user who is the owner of the folder, defined in step 2.
Folder Group – A folder group for the folder.
d Check the Enable Windows ACLs check box.
ACL emulation enables files and folders management via standard SMB protocol using Windows Explorer.
e Click SAVE.
The new folders are added to the Cloud Drive folders.
4 Log on to the end user portal with the service account that owns the share folders.
5 Select each folder and click the Share this folder icon /images/IconShare.png)
.
.6 Add the domain users group and click /images/ReadOnlyIcon.png)
and choose the Read/write permission.
and choose the Read/write permission.Note: You can add individual users if you don’t want the folder shared with every user from the domain users group.