• Getting Started
  • Browser Requirements
  • The Administration Interface
  • Logging In To the Administration Interface
  • Navigating Between Views
  • Using the Portal Administration Interface
  • Access URLs for Administrators and End Users
    • The Access Protocol
    • The HTTPS Access Port
• Managing Global Administrators
  • Viewing Global Administrators
  • Adding and Editing Global Administrators
  • Deleting Global Administrators
  • Exporting Global Administrators To an Excel File
  • Importing Global Administrators from a File
  • Customizing Administrator Roles
  • Configuring an IP-Based Access Control List
• Managing the CTERA Portal License
  • How the CTERA Portal License Works
  • Team Portals and Reseller Portal Licenses
  • Viewing CTERA Portal License Information
  • Adding License Keys
  • Adding or Editing a Comment For a License
  • Removing License Keys
  • Exporting License Keys to Excel
• Managing Certificates
  • Installing an SSL Certificate
    • Note the Portal's DNS Suffix
    • Obtain an SSL Certificate
    • Generate a Certificate Signing Request
    • Sign the Certificate Request
    • Validate and Prepare Certificates for Upload
    • Install the Signed Certificate on CTERA Portal
  • Canceling a Pending Certificate Request
  • Exporting the Installed SSL Certificate
  • Importing an SSL Certificate
• Managing Storage Nodes
  • Viewing Storage Nodes
  • Adding and Editing Storage Nodes
    • Amazon S3
    • Caringo (S3)
    • Caringo CloudScaler
    • Caringo Storage
    • Cisco Cloud Services
    • Cloudian
    • CTERA Cloud FS
    • DDN Web Object Scaler (WOS)
    • Dell DX
    • EMC ECS
    • EMC Isilon (NFS)
    • EMC ViPR (Atmos)
    • EMC ViPR (S3)
    • Generic (NFS)
    • Generic (S3)
    • Google Cloud Storage (S3)
    • HGST Active Archive
    • HGST Active Scale
    • Hitachi HCP
    • HP Helion
    • IBM Cloud Object Storage (S3)
    • IBM Cloud Object Storage (Simple Object API)
    • IBM GPFS
    • IBM SoftLayer
    • Microsoft Azure Blob Storage
    • NetApp (NFS)
    • NetApp StorageGRID Webscale (S3)
    • Nutanix (S3)
    • OpenStack Swift
    • OpenStack Swift (KeyStone)
    • Oracle Storage Cloud Service
    • Scality (S3 API)
    • Scality RING
    • Verizon (S3)
    • Wasabi (S3)
  • Enabling and Disabling Writes to a Node
  • Migrating Storage Nodes
  • Deleting a Storage Node
• Configuring Global Settings
• Configuring Message Settings
• Configuring Single Sign-On To the Portal
  • Using Active Directory for Single Sign-On
  • Enabling WebDAV Access Without Additional Authentication (Using SPNEGO)
    • CTERA Portal Support For SPEGNO Authentication
  • Using Kerberos and SPNEGO Together
  • Using SAML 2.0 For Single Sign-On
    • Introduction
    • Identity Provider Details
    • Defining SAML Single Sign-on in a CTERA Portal
    • Bypassing SAML Authentication
  • Setting Up CAC (Common Access Card)
• Managing Subscription Plans
  • Viewing Subscription Plans
  • Adding and Editing Subscription Plans
  • Setting or Removing the Default Plan
  • Automatically Assigning Plans to a Virtual Portal
  • Exporting Plan Details to Excel
  • Deleting a Plan
• Managing Portal Snapshots (Backups)
  • The Snapshot Retention Policy Options
  • Configuring a Snapshot Retention Policy
  • Applying a Snapshot Retention Policy
  • Snapshot Retention for the Cloud Drive Service
  • Snapshot Retention for the Cloud Backup Service
  • Snapshot Consolidation
• Managing Add-Ons and Reseller Vouchers
  • Viewing Add-ons
  • Adding and Editing Add-Ons
  • Exporting Add-On Details to Excel
  • Deleting an Add-On
  • Viewing Vouchers
  • Adding a Voucher
  • Sending a Voucher By Email
  • Exporting Voucher Details to Excel
  • Deleting a Voucher
• Managing Virtual Portals
  • Viewing Virtual Portals
  • Adding and Editing Virtual Portals
  • Assigning Global Plans to Virtual Portals
  • Assigning Add-ons to Virtual Portals
  • Exporting Virtual Portals to Excel
  • Deleting and Undeleting Virtual Portals
• Configuring Virtual Portal Settings
  • Password Policy
  • Support Settings
  • App Stores URLs
  • General Settings
  • User Registration Settings
  • Reseller Portal Settings
  • Team Portal Settings
  • Default Settings for New Folder Groups
  • Default Settings for New User
  • Cloud Drive Settings
  • Public Links
  • Collaboration
  • External Collaboration
  • Office 365 Integration
  • Preview Only Mode
    • Adding a Customized Watermark
    • Adding a Customized Footnote
  • Remote Access Settings
  • Advanced
  • Overriding Global Settings for a Specific Virtual Portal
• CTERA Portal Zones
  • Defining a Zone
    • Implementing Zones in a CTERA Portal
    • Viewing Zones for a Team Portal
    • Creating or Editing Zones
    • Removing a Folder from a Zone
    • Removing an Edge Filer from a Zone
    • Setting or Removing the Default Zone
    • Deleting a Zone
• Customizing the Portal Look and Feel
  • Managing the Portal Colors
  • Managing a Skin
• Virtual Portal Content Protection
  • Cloud Drive Policy
  • Collaboration Permissions
  • Collaboration Policy
  • Team Project Folder Approval Policy
  • Virus Protection
  • Data Loss Prevention (DLP)
• Using Directory Services For Virtual Portal Users
  • How Directory Service Synchronization Works
  • Integrating CTERA Portal with a Directory Service
  • Manually Fetching User Data
• Managing Virtual Portal Users
  • Viewing Users
  • Adding Users
    • Adding Users In the Portal Interface
    • Inviting Users to Register
    • Importing Users from a File
  • Editing Users
  • Enabling/Disabling User Accounts
  • Provisioning User Accounts
    • Assigning Users to Plans
    • Terminating User Accounts
    • Applying Provisioning Changes
  • Managing User Groups
    • Viewing Groups
    • Adding or Editing Groups
    • Adding a User to an Existing Groups
    • Exporting Group Information to Excel
    • Deleting Groups
  • Configuring a User's Deduplication Settings
  • Viewing User Details
  • Managing a User's Devices
  • Managing a User's Cloud Drive Folders
  • Managing a User's Folder Groups
  • Configuring Alerts For Team Administrators
  • Customizing Administrator Roles
  • Exporting User Details to Excel
  • Deleting User Accounts
• Managing Virtual Portal Folders and Folder Groups
  • Viewing Cloud Drive Folders
  • Viewing Backup Folders
  • Creating or Editing Cloud Drive Folders
  • Monitoring Folder Usage
  • Approving Or Rejecting a Team Project Folder
  • Creating or Editing Backup Folders
  • Viewing Folder Contents
  • Changing Passphrases for Accessing Backup Folder Contents
  • Maintaining Windows File Server Structure and ACLs in CTERA Portal Folders
  • Exporting Folder Details To Excel
  • Deleting Folders
  • Managing Deleted Folders
  • Viewing Folder Groups
  • Adding a Folder Group
  • Editing a Folder Group
  • Changing a Folder Group Passphrase
  • Exporting Folder Group Details to Excel
  • Deleting Folder Groups
• Managing Devices
  • Viewing All Devices
  • Viewing Individual Device Details
  • Managing Individual Device Details
  • Syncing Content to the Portal
  • Performing Backup Operations
  • Exporting a List of Devices to Excel
  • Changing a Virtual Gateway License
  • Remote Wiping Mobile Devices
  • Deleting Devices
• Managing Virtual Portal Device Configuration Templates
  • Viewing Device Configuration Templates
  • Adding and Editing Device Configuration Templates
    • Backup Sets
    • Exclude Sets
    • Applications
    • Backup Schedule
    • Backup Throughput
    • Scripts
    • Cloud Drive
    • Sync Throughput
    • Software Updates
    • Update schedule
  • Configuring the Automatic Template Assignment Policy
  • Setting the Default Device Configuration Template
  • Duplicating Configuration Templates
  • Deleting a Configuration Template
• Using Seeding For the Initial Back Up or Restore
  • Viewing Seeding Stations
  • Adding Seeding Stations
  • Importing an Initial Backup From a Seeding Disk
  • Deleting Seeding Stations
  • Exporting Content To Restore
• Managing Portal Notifications and Email Templates
  • Viewing Notifications
    • Viewing Notifications in the Main Dashboard
    • Viewing Notifications in the Notification Page
  • Configuring Notification Settings
  • Email Notification Templates
    • Available Email Notification Templates
    • Customizing Email Notification Templates
• Antivirus File Scanning
  • Setting up Antivirus File Scanning
  • Managing Antivirus Servers
  • Deleting an Antivirus Server
  • Virus Protection
  • Background Scanning and Rescanning Files
  • Monitoring Antivirus Scanning
• Preventing Data Loss (DLP)
  • Setting up Symantec DLP for CTERA
  • Setting up DLP File Scanning in a CTERA Portal
  • Managing DLP Servers in a CTERA Portal
  • Deleting a DLP Server in a CTERA Portal
  • Monitoring DLP Scanning
  • Managing DLP in a Virtual Portal
• Managing Logs
  • Viewing System Logs
  • Viewing Access Logs
  • Viewing Audit Logs
  • Exporting Logs to Excel
  • Managing Log Settings
    • Clearing Logs
  • Managing Alerts Based on Log Events
    • Viewing Log Based Alerts
    • Adding and Editing Alerts
    • Deleting an Alert
• Managing Reports
  • Viewing the Portals Report
  • Viewing the Storage Report
  • Generating an Up-To-Date Report
  • Exporting Reports to Excel
• Managing Servers
  • Viewing Servers
  • Editing Server Settings
    • General Settings
    • Address Mappings
    • Clients
    • DB Replication
    • Activity
    • Tasks
    • Status
  • Restarting and Shutting Down a Server
  • Deleting a Server
  • Installing a New Version
• Managing Firmware Images
  • Viewing Firmware Images
  • Uploading Firmware Images
  • Marking a Firmware Image as the Current Firmware Image
  • Viewing Devices that Use a Specific Firmware Image
  • Deleting Firmware Images