DocAve 6 Service Pack 2 Control Panel

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1 DcAve 6 Service Pack 2 Cntrl Panel Reference Guide Revisin D Issued February 2013 DcAve 6: Cntrl Panel 1

2 Table f Cntents Abut Cntrl Panel... 6 Submitting Dcumentatin Feedback t AvePint... 6 Befre Yu Begin... 7 Cnfiguratin... 7 Agents... 7 Getting Started... 8 Launching Cntrl Panel... 8 Understanding Cntrl Panel... 9 Accessing Cntrl Panel... 9 General System Settings Mnitr Using Manager Mnitr Using Agent Mnitr System Optins Cnfiguring General Settings Cnfiguring Security Settings Viewing Security Infrmatin Authenticatin and Accunt Manager Authenticatin Manager Accunt Manager License Manager Viewing License Infrmatin Imprting and Exprting License Files Cnfiguring License Renewal Ntificatins Cnfiguring SharePint Servers Usage Deleting the Selected Mdules Update Manager Cnfiguring Update Settings Checking fr Updates DcAve 6: Cntrl Panel

3 Managing Updates Reviewing Installatin Histry f Updates Applicatin Settings Agent Grups Managing Agent Grups User Ntificatin Settings Cnfiguring Send Settings Cnfiguring Receive Settings Jb Pruning Cnfiguring Pruning Rules Cnfiguring Settings Lg Manager Cnfiguring Lg Settings Cllecting Lgs SharePint Sites Managing SharePint Online Site Cllectin URLs Prfile Manager Security Prfile Prfile Setting Imprting and Exprting Security Prfiles Settings fr Specific Prducts/Mdules Slutin Manager Managing Slutins Maintaining Slutins Slutin Descriptin Strage Cnfiguratin Physical Device Lgical Device Strage Plicy Data Manager Imprting Data frm DcAve 5 t DcAve Imprting Data frm DcAve 6 t DcAve 6 Service Pack 1 r Later Versins DcAve 6: Cntrl Panel

4 Cnverting 3rd Party Tl Stub t DcAve Stub Index Manager Creating an Index Prfile Cnfiguring Wrkday fr the Index Prfile Exprt Lcatin Managing Exprt Lcatins Cnfiguring Exprt Lcatins Filter Plicy Managing Filter Plicies Cnfiguring Filter Plicies Mapping Manager Dmain Mapping User Mapping Language Mapping Clumn Mapping Cntent Type Mapping Template Mapping Grup Mapping Plan Grup Security Trimming fr Plan Grup Managing Plan Grup Cnfiguring the Plan Grup Appendix A: Examples f Filter Plicies Appendix B: Template Name and Template ID Appendix C: Accessing Cntrl Panel with Ht Keys Manager Mnitr Agent Mnitr System Optin Authenticatin Manager Accunt Manager License Manager Update Manager DcAve 6: Cntrl Panel

5 Agent Grup User Ntificatin Setting Jb Pruning Lg Manager SharePint Sites Security Prfile Slutin Manager Strage Cnfiguratin Index Manager Exprt Lcatin Filter Plicy Mapping Manager Index Ntices and Cpyright Infrmatin DcAve 6: Cntrl Panel 5

6 Abut Cntrl Panel The DcAve Cntrl Panel is the central interface fr managing DcAve and hw it interacts with yur SharePint envirnments. Cntrl Panel is als integrated int ther DcAve prducts, which enables yu t cnfigure relevant settings withut having t leave the interface f the mdule yu are using. Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Click the fllwing URL t access the Submit Yur Feedback frm n ur Web site: 6 DcAve 6: Cntrl Panel

7 Befre Yu Begin Refer t the sectins belw fr system requirements fr Cntrl Panel. Cnfiguratin In rder t use Cntrl Panel, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Cntrl Panel will nt functin withut DcAve 6 present n the farm. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Cntrl Panel cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed agent is perfrming actins. This may affect server perfrmance. Hwever, if the agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, see the DcAve 6 Installatin Guide. DcAve 6: Cntrl Panel 7

8 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Cntrl Panel. Launching Cntrl Panel T launch Cntrl Panel and access its functinality, fllw the instructins belw: Lg in t DcAve. If yu are already in the sftware, click the DcAve tab. Frm the DcAve tab, click Cntrl Panel t launch Cntrl Panel. Alternatively, yu can click the Cntrl Panel icn ( sftware t launch Cntrl Panel. ) frm anywhere within the DcAve Figure 1: Cntrl Panel icn n DcAve hme page. 8 DcAve 6: Cntrl Panel

9 Figure 2: DcAve mdule launch windw. Understanding Cntrl Panel Cntrl Panel has three key grups f cmpnents: General System Settings This is where yu can view and manage yur DcAve settings, managers, agents, authenticatin, licenses and prduct versin. All f these functins are perfrmed in Cntrl Panel s that yu can easily access them withut leaving the interface fr yur current task in DcAve. Cmmn Applicatin Settings This is where yu can cnfigure settings affect cmmn tasks perfrmed by all DcAve prducts. All f these settings are cnfigured in Cntrl Panel s that yu can easily access them withut leaving the interface fr yur current task in DcAve. Settings fr Specific Prducts Certain prducts in DcAve utilize preset cnfiguratins fr certain functinalities. While these settings may nt affect all DcAve prducts, all f these settings are cnfigured in Cntrl Panel because they can be leveraged by mre than ne prduct. Accessing Cntrl Panel Since features in Cntrl Panel verlaps with s many prducts, it is imprtant that it is easily accessible, but nt disruptive f yur current task. Fr this reasn, while there are many ways t access Cntrl Panel, the interface pens as a ppup windw s that yu can remain n whichever page yu are n, DcAve 6: Cntrl Panel 9

10 and when yu are finished cnfiguring settings in Cntrl Panel, clsing it will return yu t the page yu were n. T access Cntrl Panel: Click the DcAve tab, and then click Cntrl Panel in the left panel t launch Cntrl Panel. At any pint while in DcAve, click the Cntrl Panel icn ( launch Cntrl Panel. ) in the upper left hand crner t While in the interface f a certain prduct, if the prduct utilizes a feature in Cntrl Panel, clicking n that feature n the ribbn f the prduct page will bring up the Cntrl Panel ppup windw with the apprpriate tab pen. Whenever yu are finished cnfiguring settings in Cntrl Panel, clse the windw t return t the previus screen yu were n. 10 DcAve 6: Cntrl Panel

11 General System Settings General System Settings in Cntrl Panel allws yu t custmize the way DcAve interacts with yur SharePint envirnment. Here yu can manage DcAve managers and agents, cnfigure DcAve settings, and perfrm DcAve administrative tasks. Mnitr DcAve Cntrl Panel includes a Manager Mnitr and an Agent Mnitr. These prvide yu with cntrl ver the DcAve managers and agents installed n yur SharePint envirnment. System Optins In System Optins, yu can cnfigure General Settings, and Security Settings. Managers In Cntrl Panel, there are Authenticatin managers and DcAve managers; Authenticatin managers include the Authenticatin Manager and the Accunt Manager, which gives yu cntrl ver wh has access t and what they can d in DcAve. DcAve managers include the License Manager and the Update Manager. These let yu view and manage which DcAve prducts yu have access t, and what versin f DcAve yu are using. Mnitr The mnitr features in the Cntrl Panel f DcAve allw yu t view and manage DcAve manager services and DcAve agents: Manager Mnitr Here yu can view and cnfigure yur DcAve manager services currently installed n yur SharePint envirnment. With Manager Mnitr, yu can als perfrm basic maintenance peratins n yur manager services shuld a manager service ever becmes unrespnsive r is having issues, r yu may temprarily disable the DcAve Manager services t perfrm a server maintenance. Agent Mnitr Here yu can view and cnfigure yur DcAve agents currently installed n yur SharePint envirnment. This can be useful if there is a change in persnnel, and the SharePint accunt that the Agent uses t cmmunicate with SharePint needs t be changed. With Agent Mnitr, yu can als perfrm basic maintenance peratins n yur agents if an agent ever becmes unrespnsive r is having issues, r temprarily disable the DcAve Agent service t perfrm server maintenance. Using Manager Mnitr T access Manager Mnitr, in the Cntrl Panel interface, click Manager Mnitr under the Mnitr heading. In Manager Mnitr, yu will see a list f manager services which have been registered t the current DcAve Cntrl service. Yu can custmize hw yur manager services are displayed in the fllwing ways: Search Filter the manager services displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the Manager Mnitr viewing pane, enter the DcAve 6: Cntrl Panel 11

12 keywrd fr the manager service(s) yu want t display. Yu can select t Search all pages r Search current page. Yu can manage which clumns are displayed in the list s that nly the infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. Click in the clumn name t hide the clumn. Filter which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the icn f the clumn yu want t filter, and then check the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. Once yur manager services are apprpriately displayed, yu can select a manager service by checking the checkbx next t the Service Name, then click: Cnfigure If yu select a media service, this buttn will becme available. Click Cnfigure n the ribbn t access the Cnfigure Media Service interface. Here yu can cnfigure the cache lcatin settings and adjust the free space threshld. If mre than ne cache lcatin is cnfigured fr the media service, DcAve will stre cache data accrding t the rder f the cache lcatins listed here. Yu can change the rder in which the cache lcatins are listed in by selecting its desired place in the list frm the crrespnding drp-dwn menu under the Order clumn. Once all f the cache lcatins are full, the ldest data will be deleted t make rm fr new data. The fllwing settings may be cnfigured fr a Media Service: Add Cache Lcatin The cache lcatin saves the index database which stres the index f the backup data. By default, the cache lcatin is set t: \AvePint\DcAve6\Manager\Media\Cache. Click Add Cache Lcatin t create a new cache lcatin. A new windw will pp up where yu can select a Device Type in the crrespnding drp-dwn menu, which can be a Lcal Path r a UNC Path. If yu select Lcal Path, in the Destinatin field, enter the Lcal Path in the Lcal path text bx. If yu select UNC Path, enter the UNC Path, Username and Passwrd in the crrespnding text bxes in the Destinatin field. Click Validatin Test t verify that the infrmatin entered prvides access t the crrespnding path. Then click OK t add the new cache lcatin, r click Cancel t exit this page withut saving the cnfiguratins. Threshld The threshld yu set will be the lwest amunt f free space a cache lcatin can have befre either anther cache lcatin (if cnfigured) is used, r the data is deleted. T set the Threshld, enter the number in Megabytes int the crrespnding text bx. *Nte: By default, the threshld is 1024 MB. If the cache lcatin is in the system disk, keep at least 1024 MB f free space t ensure that the perfrmance f the perating system is nt affected. 12 DcAve 6: Cntrl Panel

13 Refresh Select a cache lcatin then click Refresh n the ribbn t update the amunt f free space the selected cache lcatin has. Delete Select a cache lcatin, then click Delete n the ribbn t delete the selected cache lcatin. *Nte: The media service must have at least ne cache lcatin. If yu attempt t delete the nly cache lcatin cnfigured fr a media service, an errr message will pp up, and the selected cache lcatin will nt be deleted. Once yu are finished cnfiguring the media service, click OK t save the cnfiguratins and return t the Manager Mnitr interface, r click Cancel t return t the Manager Mnitr interface withut saving any changes. View Details Click View Details n the ribbn t bring up the View Details page with infrmatin abut the selected manager service. Ntificatin Selectin Click Ntificatin Selectin n the ribbn t cnfigure ntificatin settings. The specified recipients in the selected ntificatin prfile will be sent an e- mail when the Manager Service is inactive. In the Ntificatin Selectin page, select a previusly cnfigured ntificatin prfile frm the drp-dwn menu r select New Ntificatin Prfile t set up a new ntificatin prfile. Fr mre infrmatin abut hw t cnfigure ntificatin, refer t the User Ntificatin Settings sectin in this user guide. Restart Click Restart n the ribbn t restart the selected managing service. This is useful in situatins where the manager is sluggish, r if a jb it is running hangs. Yu can restart the manager service and try again. *Nte: Any jbs that are running when yu restart the manager service will fail. Remve Click Remve n the ribbn t remve the selected manager service frm the Manager Mnitr. The remved manager service will n lnger be used by the cntrl service. Yu can nly remve manager services that have in the Status clumn. Nte that this des nt uninstall the manager service. Deactivate Click Deactivate n the ribbn t deactivate the selected manager service. Once the manager service is deactivated, it is marked as Inactive, and will nt be used by the current cntrl service. Hwever, the deactivated service will still run nrmally. This is useful when yu want t perfrm maintenance n a specified DcAve Manager server. *Nte: Any jbs that are running when yu deactivate the manager service will fail. Activate Click Activate n the ribbn t activate the selected manager service. Once the manager service is activated, it is marked as Active, and will be used by the current cntrl service. When yu are finished viewing and managing yur manager services, click Clse n the ribbn t clse the Manager Mnitr tab and return t the Cntrl Panel main page. DcAve 6: Cntrl Panel 13

14 Using Agent Mnitr T access Agent Mnitr, in the Cntrl Panel interface, click Agent Mnitr under the Mnitr heading. In Agent Mnitr, yu will see a list f DcAve agents which have been registered t the current DcAve Cntrl service. Yu can custmize hw yur agents are displayed in the fllwing ways: Search Filter the agents displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the Agent Mnitr viewing pane, enter the keywrd fr the agent(s) yu want t display. Yu can select t Search all pages r Search current page. Yu can manage which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. Click in the clumn name t hide the clumn. Filter which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the icn f the clumn yu want t filter, and then check the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. Once yur DcAve agents are apprpriately displayed, yu can select an agent by checking the checkbx next t the Agent Name, and then click: Cnfigure Once yu select an agent, this buttn will becme available. Click Cnfigure n the ribbn t access the Agent Cnfiguratin interface. Here yu can cnfigure the SharePint Accunt fr the agent as well as the agent type. SharePint Accunt The SharePint Accunt is used by the DcAve agent t prvide DcAve with access and cntrl t yur SharePint envirnment. The accunt cnfigured here must have the required permissins fr the DcAve prducts that are enabled. T cnfigure the SharePint accunt, enter the Username and Passwrd fr the desired accunt int the crrespnding text bx. Agent Type Cnfiguratin In rder t use a certain prduct, the crrespnding agent type must first be cnfigured. Befre selecting the prduct, the necessary Agent(s) fr that prduct must already be installed. Fr mre infrmatin, refer t DcAve 6_Installatin_Guide. T cnfigure the agent type fr the agent, check the checkbx next t the crrespnding prduct. Yu can navigate thrugh the different prduct suites that are enabled fr yu by clicking n the name f the suite. Click On Premise t cnfigure the agent type n yur lcal envirnment. Switch t the SharePint Sites tab t cnfigure the agent type fr yur SharePint Online envirnment. The prducts that supprt SharePint Online are Granular Backup, Administratr, Cntent Manager and Replicatr. Jb Restrictin Limit the maximum number f jbs that are allwed t run simultaneusly by this agent by enabling the Restrict the simultaneusly running jb cunt ptin and enter a psitive integer int the text bx. 14 DcAve 6: Cntrl Panel

15 *Nte: Platfrm Backup and Restre des nt supprt the Jb Restrictin functin. Once yu are finished cnfiguring the agent, click OK t save the cnfiguratins and return t the Agent Mnitr interface, r click Cancel t return t the Agent Mnitr interface withut saving any changes. Cnfiguratin File Uplad agent cnfiguratin file(s) t the Manager server and change them fr the specified agent(s). Select the desired DcAve Agent(s) in Agent Mnitr and click Cnfiguratin File n the ribbn t change the cnfiguratin file fr them. In the pp-up windw, click OK t cnfirm the mdificatin actin and yu will be redirected t the cnfiguratin page. Refer t the instructins belw t change the cnfiguratin file. *Nte: Since mdifying the agent cnfiguratin file(s) can be risky, it is nt recmmended fr end-users t d it. Agent Infrmatin In this field, yu can view the agent(s) yu have selected previusly. Brwse Cnfiguratin File Uplad the cnfiguratin file t the Manager server. Click Brwse t find the specified.cnfig file and click Open t uplad it. Yu are able t uplad multiple cnfiguratin files. Nte that the name f the cnfiguratin file yu uplad must have the same name as the existing ne, and then yu are able t apply the cnfiguratin file t destinatin. Destinatin Path Enter the place where yu want t uplad the cnfiguratin file. DcAve supprts cnfiguratin file change in Agent\Bin and Agent\data paths. Cnflict Reslutin Select a reslutin when tw cnfiguratin files have the same name. Merge The cntent f the newly upladed cnfiguratin file will be merged int the ld ne. Replace The newly upladed cnfiguratin file will replace the ld ne. Click OK t change the cnfiguratin file(s) as yu have cnfigured r click Cancel t exit the interface withut saving the cnfiguratin. If yu click OK, yu will be asked t restart the Agent service. Click Aut t autmatically restart the agent service immediately r click Manual t manually restart the agent service later. View Details Click View Details n the ribbn t bring up the View Details page with infrmatin abut the selected DcAve agent. Ntificatin Selectin Click Ntificatin Selectin n the ribbn t cnfigure ntificatin settings. The specified recipients in the selected ntificatin prfile will be sent an e- mail when the Agent service is inactive. In the Ntificatin Selectin page, select a previusly cnfigured ntificatin prfile frm the drp-dwn menu r select New Ntificatin Prfile t set up a new ntificatin prfile. Fr mre infrmatin abut hw t cnfigure ntificatin, refer t the User Ntificatin Settings sectin in this user guide. Restart Click Restart n the ribbn t restart the selected DcAve agent. This is useful in situatins where the agent is sluggish, r if a jb it is running hangs. Yu can restart the agent and try again. DcAve 6: Cntrl Panel 15

16 *Nte: Any jbs that are running when yu restart the agent will fail. Remve Click Remve n the ribbn t remve the selected DcAve agent frm the Agent Mnitr. The remved agent will n lnger be used by the cntrl service. Yu can nly remve agents that have in the Status clumn. Nte that this des nt uninstall the agent. *Nte: When remving the last agent f ne farm in Agent Mnitr, the assciated farm and plans will als be deleted frm the DcAve databases. Deactivate Click Deactivate n the ribbn t deactivate the selected DcAve agent. Once the agent is deactivated, it is marked as Inactive, and will nt be used by the current cntrl service. Hwever, the deactivated service will still run nrmally. This is useful when yu want t perfrm maintenance n a specified DcAve agent. *Nte: Any jbs that are running when yu deactivate the agent will fail. Activate Click Activate n the ribbn t activate the selected DcAve agent. Once the agent is activated, it is marked as Active, and will be used by the current cntrl service. When yu are finished viewing and managing yur DcAve agents, click Clse n the ribbn t clse the Agent Mnitr tab and return t the Cntrl Panel main page. System Optins System Optins allw yu t custmize DcAve General Settings and Security Settings: General Settings These settings affect DcAve s interface, which includes settings fr Appearance and SharePint Farm Settings. This way, yu can have DcAve be displayed in the language f yur preference, use date and time frmat that yu are cmfrtable with, insert a custm lg fr yur reprts and templates, and rename yur SharePint farms s that it is easier fr yu t recgnize them. Security Settings These settings affect access t DcAve, which includes settings fr System Security Plicy and System Passwrd Plicy. This way, yu have cntrl ver the users that are able t access DcAve. Cnfiguring General Settings T access General Settings fr DcAve, in the Cntrl Panel interface, click General Settings under the System Optins heading. The fllwing settings can be cnfigured in this page: Language Preference Specify a language fr DcAve t be displayed in, r allw users t utilize a translatin engine t have DcAve displayed in the language f the user s brwser. Display fr all users Select this ptin t have DcAve be displayed in the language specified here. T change the display language, click n the drp-dwn menu, and select yur desired language. 16 DcAve 6: Cntrl Panel

17 Change t the end user brwser used language Select this ptin t allw DcAve t be displayed in the language used by the user s brwser. Then select a language fr DcAve t default t in the If the language des nt change successfully, please select t use a default language drp-dwn menu. This way, if DcAve des nt prperly display in the user s brwser language, DcAve will be displayed in the language specified here. Date and Time Frmat Set the system lcatin by selecting a lcatin frm the Lcale(Lcatin) drp-dwn menu. Set the frmat fr all date and time displayed in DcAve by selecting a date frmat frm the Date frmat drp-dwn menu, and selecting a time frmat frm the Time frmat drp-dwn menu. Custmize Lg Custmize the lg fr DcAve system reprts and templates. Click Brwse t find the desired lg file in the pp-up, then select the lg, and click Open t pen it. Click Preview t view the lg in the Shw Preview area. T hide the Shw Preview area, click Hide Preview. Click and drag the lg in the display field t change its placement. Click t zm in, t zm ut, r t reset the settings f the new lg. Click Restre t Default buttn t rll back t the default lg. Farm Name Mapping Custmize the display names fr yur farms in DcAve. T find a specific farm, enter the farm name in the search text bx, and click the Search icn. Nte that the search functin is nt case sensitive. Fr each farm, enter the desired display name in the crrespnding Display Name in DcAve text field. When yu are finished cnfiguring DcAve General Settings, click Save t save all changes, then Clse t clse the System Optins interface. If yu click Clse withut saving first, any changes yu have made will be lst. Cnfiguring Security Settings T access Security Settings fr DcAve, in the Cntrl Panel interface, click Security Settings under the System Optins heading. There are tw tabs under Security Settings, System Security Plicy and System Passwrd Plicy. System Security Plicy In the System Security Plicy tab, the fllwing ptins can be cnfigured: Maximum User Sessin Cnfigure the number f simultaneus lgns allwed fr DcAve. Fr any new sessins that surpass the designated number, the earliest sessin will be terminated. Sessin Timeut Cnfigure hw lng a user can be inactive befre being autmatically lgged ff. Enter an integer int the Lgn will expire in: text bx, then select either Minute(s) r Hur(s) in the drp-dwn menu. DcAve 6: Cntrl Panel 17

18 Failed Lgn Limitatin Specify the maximum number f failed lgn attempts allwed in ne day. If a specific accunt fails t prvide the crrect lgin infrmatin in a single day, it will be lcked. T unlck the specified accunt, refer t the Accunt Manager sectin f this guide. *Nte: This setting nly affects lcal users besides the default Admin accunt. Active Directry users and Windws users added in DcAve are nt affected by the limitatins. Inactive Perid Cnfigure hw lng a user can be inactive befre the accunt is autmatically disabled. Enter an integer int the Deactivate the accunt when the inactive perid reaches: text bx, then select either Day(s) r Mnth(s) in the drp-dwn menu. Once deactivated, a DcAve administratr must activate the accunt befre the user can lg nt DcAve. Netwrk Security Cnfigure the IP addresses t have the desired level f access t DcAve. T access these settings, check the Enable netwrk security checkbx, then select either: Trusted netwrk If selected, nly the IP addresses added t this field can access DcAve. T add an IP address as a trusted netwrk, enter the IP address in the Equals text bx, then click Add. Repeat these steps t add additinal IP addresses. Restricted netwrk If selected, the IP addresses added t this field cannt access DcAve. T add an IP address as a restricted netwrk, enter the IP address in the Equals text bx, then click Add. Repeat these steps t add additinal IP addresses. System Passwrd Plicy In the System Passwrd Plicy tab, the fllwing ptins can be cnfigured: Default Passwrd Settings Specify the rules t be applied n the passwrd after it has been saved. Select Accunt is inactive if yu wuld like t manually activate the accunt befre it can be used. If n ptin is selected in this field, the passwrd des nt need t be mdified at first lgin and it will never expire. Maximum and Minimum Passwrd Length Enter an integer fr the maximum and minimum number f characters allwed in a passwrd. Passwrd Rule Cnfigure requirements fr passwrd. Minimum number f alpha Enter a psitive integer, there must be at least the specified number f letters in the passwrd. Minimum number f numeric Enter a psitive integer, there must be at least the specified number f numbers in the passwrd. Minimum number f special characters Enter a psitive integer, there must be at least the specified number f special characters in the passwrd. The special characters #, $, %, ^, & and *. Passwrd cannt cntain user ID Select this ptin and the passwrd cannt cntain the user s name. 18 DcAve 6: Cntrl Panel

19 Passwrd cannt cntain space Select this ptin and the passwrd cannt cntain space(s). Passwrd Expiratin Warning Send ut warnings if the passwrd f a user will expire in the specified time perid. Set the perid by entering a psitive integer using the ptins f Day(s) r Mnth(s). Yu can chse the frms f the warning by select Ppup message r ntificatin. Viewing Security Infrmatin DcAve 6 uses passphrase t prtect the DcAve databases and secure the cmmunicatin. Befre cnnecting t the DcAve Manager when installing the DcAve Agents, the passphrase must be entered t verify the access. The passphrase is cnfigured during the Manager s Installatin. T manage the passphrase, while in the System Optins tab, click Security Infrmatin n the ribbn. Yu can perfrm the fllwing actins: Back Up Click this buttn t back up the passphrase t the fllwing path: \AvePint\DcAve6\Manager\KeysBak. It is strngly recmmended backing up security keys and save the backup in a safe place. Manage Passphrase Click this buttn t view and mdify the passphrase. The fllwing ptin will be displayed. Mdify By default, the passwrd cannt be mdified. Yu can click this buttn t enable the mdificatin f the default passwrd. Enter a new passphrase in the crrespnding text bx and click OK t save it. *Nte: Only the users f Administratrs grup have the permissin t mdify the passphrase. Fr details f adding users int Administratrs grup, refer t the Managing Users sectin in Accunt Manager. Authenticatin and Accunt Manager Authenticatin Manager and Accunt Manager allw yu t custmize which users and user grups have access t DcAve. Yu can set up DcAve t utilize existing methds fr authenticatin such as Windws Authenticatin, Active Directry integratin (AD) and Active Directry Federatin Services (ADFS) Integratin, r manually add specific users and set permissin levels. *Nte: In rder t add specific users in Accunt Manager that authenticates using Windws Authenticatin, AD authenticatin r ADFS authenticatin, yu must first set up the authenticatin integratin in Authenticatin Manager. DcAve 6: Cntrl Panel 19

20 Authenticatin Manager Authenticatin Manager allws yu t view and manage integrated authenticatin methds usable by DcAve. This means that DcAve can leverage yur pre-existing authenticatin methds, and custmize it fr access t DcAve. These authenticatin methds include: Windws Authenticatin Allws the users t lg nt DcAve using their Windws Authenticatin credentials. AD Integratin Allws the users t lg nt DcAve using their Active Directry authenticatin credentials. ADFS Integratin Allws the users t access DcAve as lng as they have lgged int the lcal machine using their ADFS credentials. T access Authenticatin Manager fr DcAve, in the Cntrl Panel interface, click Authenticatin Manager under the Authenticatin Manager heading. Click Clse n the ribbn t clse the Authenticatin Manager interface. On the Authenticatin Manager interface, yu can select ne authenticatin methd, and click Set as default in the Set as default clumn t set the specified authenticatin methd as the default authenticatin methd. Cnfiguring Windws Authenticatin T leverage Windws Authenticatin credentials t access DcAve, fllw the instructins belw: 1. In the Authenticatin Manager interface, click Windws Authenticatin n the ribbn. 2. Select the Authenticatin Type frm the drp-dwn menu: a. NTLM b. Negtiate(Kerbers) *Nte: Kerbers authenticatin methd must be previusly cnfigured in the perating system befre yu select the Negtiate (Kerbers) ptin when enabling the integratin with Windws Authenticatin. Otherwise, the NTLM authenticatin methd will be enabled. 3. Click OK t save any changes made and clse the Windws Authenticatin interface, r click Back t clse the Windws Authenticatin interface withut saving any changes made. Cnfiguring AD Integratin T leverage Active Directry authenticatin credentials t access DcAve, cnfigure yur Active Directries in the AD Integratin interface. 20 DcAve 6: Cntrl Panel

21 T access yur Active Directry integratin cnfiguratins, in the Authenticatin Manager interface, click AD Integratin n the ribbn. In the AD Integratin cnfiguratin interface, yu will see a list f previusly cnfigured Active Directries. Yu can custmize hw these Active Directries are displayed in the fllwing ways: Search Filter the Active Directries displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the Active Directry yu want t display. Yu can select t Search all pages r Search current page. Manage which clumns are displayed in the list s that nly the infrmatin yu want t see is displayed. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. Click in the clumn name t hide the clumn. Filter which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the icn f the clumn yu want t filter, then check the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. T manage yur integrated Active Directries, yu can perfrm the fllwing actins: Add - T add a new Active Directry, click Add n the ribbn, then enter the Dmain, Username and Passwrd in the crrespnding text bx. Click Validatin Test t see if the values yu entered are valid, then click OK t save the cnfiguratins fr the new Active Directry and return t the AD Integratin interface, r click Back t return t the AD Integratin interface withut saving the cnfiguratins. Edit T make changes t a previusly cnfigured integrated Active Directry, select the Active Directry by checking the crrespnding checkbx, then click Edit n the ribbn. Make the necessary changes, then click OK t save the changes and return t the AD Integratin interface, r click Back t return t the AD Integratin interface withut saving any changes. Delete T delete a previusly cnfigured Active Directry, select the Active Directry by checking the crrespnding checkbx, then click Delete n the ribbn. Yu will be presented with a ppup windw ntifying yu that The user(s) assciated with the selected dmain(s) will be disabled. The user(s) can be enabled nly by adding the selected dmain(s) again. Are yu sure yu want t prceed?. There is als an ptin t remve all f the users that are assciated with the selected Active Directry(s) frm DcAve; t d s, check the Remve all users assciated with the selected dmain(s) checkbx. Click OK t cnfirm the deletin, r click Cancel t return t the AD Integratin interface withut deleting the selected Active Directry(ies). Enable Click Enable t allw the use f credentials frm the crrespnding Active Directry t access DcAve. Disable Click Disable t nt allw the use f credentials frm the crrespnding Active Directry t access DcAve. This ptin is useful during the maintenance f the Dmain Cntrller machine. Yu can disable the integratin with the dmain t be maintained and enable the integratin again after the maintenance. DcAve 6: Cntrl Panel 21

22 After ne Active Directry has been integrated with DcAve, it will be shwn in the Dmain text bx after yu select AD Integratin in the Lg n t drp-dwn list f the DcAve lgin page. If a dmain has father dmain, sub dmain r trust dmain, when a user frm these dmains has been added t DcAve, the crrespnding dmain will als be added int DcAve and yu will be able t view this dmain in DcAve lgin page. Cnfigure ADFS Integratin T leverage Active Directry Federatin Services (ADFS) authenticatin credentials t access DcAve, cnfigure yur ADFS integratin in the ADFS Integratin interface. T access yur ADFS integratin cnfiguratins, in the Authenticatin Manager interface, click ADFS Integratin n the ribbn, then select ADFS Integratin in the drp-dwn menu. Yu will be brught t the ADFS Integratin Wizard. Fllw the steps laid ut by the wizard t set up ADFS integratin: 1. ADFS Infrmatin Specify the fllwing general infrmatin f the ADFS yu wish t integrate: a. ADFS Integratin Methd Select Manually t cnfigure the settings yurself, r select Autmatically t get the required infrmatin by using a federatin metadata trust XML file. Manual cnfiguratin Enter the URL f the security tken service (STS) in the ADFS Issuer text bx in the fllwing frmat: qualified dmain name/adfs/ls Autmatic cnfiguratin Enter the URL f the federatin metadata trust XML file in the Federatin Metadata Trust text bx in the fllwing frmat: qualified dmain name/federatinmetadata/ /federatinmetadata.xml b. Relying Party Identifier Enter DcAve s Relying Party Identifier, which must first be cnfigured in ADFS in the Relying Party Identifier text bx. When yu are finished cnfiguring the ADFS Infrmatin, click Next t cnfigure the Security Tken Settings. 2. Security Tken Settings Cnfigure the certificates used in the ADFS integratin. a. Tken-signing Click Select. A new Select Certificate ppup windw will appear fr yu t specify a tken-signing certificate t cmmunicate with ADFS. This certificate must be the same as the ne cnfigured in ADFS. Alternatively, yu may als click Find Certificate t search fr the desired certificate. Select a Find in: parameter frm the drp-dwn menu, enter the keywrds in the Cntains: text bx, select a Lk in field: parameter frm the drp-dwn menu, then click Find Nw t start the search. Click Stp t stp the search. Once yu have selected yur desired certificate, click OK t save and exit the Select Certificate interface, r click Back t exit the Select Certificate interface withut saving specifying a certificate. *Nte: The certificate specified here must be the same as the ne cnfigured in ADFS. 22 DcAve 6: Cntrl Panel

23 b. Tken-decrypting (ptinal) Click Select. A new Select Certificate ppup windw will appear fr yu t specify a tken-decrypting certificate t prtect the cmmunicatin between DcAve and ADFS. This certificate must be the same as the ne cnfigured in ADFS. Alternatively, yu may als click Find Certificate t search fr the desired certificate. Select a Find in: parameter frm the drp-dwn menu, enter the keywrds in the Cntains: text bx, select a Lk in field: parameter frm the drp-dwn menu, then click Find Nw t start the search. Click Stp t stp the search. Once yu have selected yur desired certificate, click OK t save and exit the Select Certificate interface, r click Back t exit the Select Certificate interface withut saving specifying a certificate. When yu are finished cnfiguring the Security Tken Settings, click Next t cnfigure the Claim Cnfiguratin. 3. Claim Cnfiguratin Cnfigure the mappings between the Claim Name displayed in DcAve and the Claim Type displayed in ADFS. Yu can perfrm the fllwing actins t yur claims: a. Yu can change the rder f the claims in the Order clumn f the table. If a user can be identified using several claims, DcAve will use the Claim Name f the first claim listed here as the display name fr each respective user. b. Click t delete the selected claim. c. Click Autmatically t have the claim type be specified autmatically after yu select the claim name frm the Claim Name drp-dwn menu. Click Manu t add the claims manually. Click Aut t switch back t the default ptin. 4. Overview Review the settings yu have cnfigured in the previus steps. T make changes, click Edit in the crrespnding sectin, and yu will be brught back t that step s yu can make changes. 5. Finish Prvides yu with three ptins t imprt the relying party data fr DcAve in ADFS (using the Add Relying Party Trust Wizard). a. Optin 1 Click the link t imprt relying party data that is published nline frm the lcal netwrk Federatin metadata address. b. Optin 2 Click n the link t dwnlad the Federatin metadata XML file, then uplad the dwnladed file t the ADFS server. Fllw the wizard t cnfigure ther settings. c. Optin 3 Enter the relying party data and the relying party identifier manually in the ADFS cnfiguratin wizard. In this step, yu can als chse t exprt the current ADFS cnfiguratin infrmatin t a specified lcatin by clicking Exprt n the ribbn, then explre t the lcatin yu wish t save the XML file t. Click Finish t save yur cnfiguratins, and return t the Authenticatin Manager interface, r click Cancel t return t the Authenticatin Manager interface withut saving any f the cnfiguratins made. DcAve 6: Cntrl Panel 23

24 Once yu have cnfigured an ADFS integratin fr DcAve, the Add Federatin Trust ptin will becme available. Add Federatin Trust allws yu t integrate anther trusted ADFS with the ADFS yu have already cnfigured fr DcAve. T add integratin with anther trusted ADFS, in the Authenticatin Manager interface, click ADFS Integratin n the ribbn, then select Add Federatin Trust frm the drp-dwn menu. In the Add Federatin Trust interface, enter the fllwing infrmatin: Name The name entered here will be displayed in the Server drp-dwn menu n the lgin page. Yu can select the crrespnding name t lg n DcAve using the trusted ADFS. URL The identifier f the trusted ADFS. Click Add t add the new recrd r click t delete a selected ADFS trust. Accunt Manager Accunt Manager allws yu t view and manage users fr DcAve, as well as cnfigure user grups with custm permissin levels. This allws yu t give specific peple, r grups f peple yur desired level f access t DcAve. In Accunt Manager yu can security trim DcAve users t limit which DcAve mdule a user is able t access and which farm(s) and remte site cllectin(s) specific DcAve users can access. Each user can nly be added as either a System Grup user r a Tenant Grup user. A user can belng t multiple grups, hwever, they cannt be added t bth a System Grup and a Tenant Grup. Once a user has been added t any System Grup, the user cannt be mdified t belng t a Tenant Grup, and vice versa. In rder t change a user frm a System Grup user t a Tenant Grup user, yu must delete and add as a new user. Tenant Grup users can nly view and mdify SharePint bjects that they themselves created, and can nly be cnfigured t have access t certain mdules. System Grup users (including thse in the default Administratr grup) can view and mdify SharePint bjects created by any system users. Security trimming requires the users wh wrk n a SharePint nde t have the fllwing permissin n his parent and all higher level ndes: Brwse Directries Enumerate files and flders in a Web site using SharePint Designer and Web DAV interfaces. By default, the SharePint Read permissin level des nt have this permissin; Cntribute/Design/Full Cntrl permissin levels have this permissin. Fr details n security trimming, see the Security Trimming Users sectin f this guide. *Nte: If yu wuld like t leverage authenticatin credentials frm Windws Authenticatin, AD r ADFS, yu must first cnfigure the relevant integratin settings in Authenticatin Manager. T access Accunt Manager fr DcAve, in the Cntrl Panel interface, click Accunt Manager under the Accunt Manager heading. Click Clse n the ribbn t clse the Accunt Manager interface. 24 DcAve 6: Cntrl Panel

25 Security Trimming Users *Nte: If yu are using DcAve Gvernance Autmatin alngside DcAve 6, it is recmmended that yu d nt use Tenant users and nly use the default System Grup. DcAve 6 Service Pack 1 supprts security trimming rule t Granular Backup and Restre, Administratr, Cntent Manager, and Replicatr. Fr details n permissin cntrl ver Tenant Grup user and System Grup user, refer t the infrmatin belw. Fr users f Tenant Grup: Tenant Grup users can nly view and mdify DcAve plan, prfile r jb that they themselves created regardless if they are in the same grup. Tenant Grup users cannt view bjects created by System Grup users. When a Tenant Grup user is remved frm the grup, the DcAve plans, prfiles r jbs it creates will nt be deleted. Fr users f System Grup: System Grup users can view and mdify DcAve plan, prfile r jb created by ther users in the same grup. Users in the System Grup can share data and infrmatin. System Grup user cannt view any plan, prfile r jb created by a Tenant Grup user. Users in a System Grup can nly see plans, prfiles r jbs f mdules they have permissin fr. Different users cannt create plans with the same name. A user can nly exists in grups f the same type, it cannt exist in grups f different types. Fr security trimming rule f SharePint Online envirnment, refer t the SharePint Sites sectin in this user guide. Fr security trimming rule f Granular Backup and Restre, Administratr, Cntent Manager, and Replicatr, refer t the crrespnding user guides. Managing Permissin Levels Permissin Levels allws yu t create pre-cnfigured permissins that can be applied t user grups r users. This way yu can quickly and easily apply the same permissin cnfiguratin fr multiple users. T cnfigure permissin levels fr DcAve, in the Accunt Manager interface, click Permissin Level n the ribbn. In the Permissin Level interface, previusly cnfigured Permissin Levels will be displayed. Yu can custmize hw these permissin levels are displayed in the fllwing ways: Search Filter the permissin levels displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the permissin level yu want t display. Yu can select t Search all pages r Search current page. DcAve 6: Cntrl Panel 25

26 Manage which clumns are displayed in the list s that nly the infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. Click in the clumn name t hide the clumn. Filter which item in the list is displayed. Click the icn f the clumn yu want t filter, then check the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. T manage yur permissin levels, yu can perfrm the fllwing actins: Add T create a new permissin level, click Add n the ribbn, and select Add System Permissin r Add Tenant Permissin. After selecting t add the crrespnding permissin level, yu will be redirected t the cnfiguratin page accrdingly, and then yu can perfrm the fllwing actins. Add System Permissin Allws yu t create system permissins fr system grups and users. Name and Descriptin Enter a name fr the new system permissin level and an ptinal Descriptin fr future references. Mdule Select the mdules yu want t grant permissin t fr all grups and users using this permissin level. Add Tenant Permissin Tenant permissin levels are permissin settings that can be applied t tenant grups and users. Name and Descriptin Enter a name fr the new tenant permissin level and an ptinal Descriptin fr future references. Mdule Select the mdules yu want t grant permissin t fr all grups and users f this permissin level. Click OK t save the cnfiguratin. Click Cancel t return t the Permissin Level Interface withut saving changes. Edit T edit a previusly cnfigured permissin level, select the permissin level yu wish t edit by checking the crrespnding checkbx, then click Edit n the ribbn. In the Edit Permissin Level interface, yu can mdify the Name and a Descriptin f this Permissin Level. In the Mdule sectin, yu can select the mdules yu wish t allw this permissin level t access by checking the crrespnding checkbxes. Yu can click n a prduct suite name t mdify the access t its mdules, and click the left and right arrws t scrll t prduct suite tabs that are nt currently in view. Nte that unlicensed prducts have grayed ut tabs, and cannt be cnfigured. Click OK t save the mdificatins fr the permissin level and return t the Permissin Level interface, r click Cancel t return t the Permissin Level interface withut saving the mdificatins. Delete T delete a previusly cnfigured permissin level, select the permissin level yu wish t delete by checking the crrespnding checkbx, then click Delete n the ribbn. A ppup windw will appear t cnfirm this actin. Click OK t delete the selected permissin level and 26 DcAve 6: Cntrl Panel

27 return t the Permissin Level interface, r click Cancel t return t the Permissin Level interface withut deleting the selected permissin level. When yu are finished managing yur permissin levels, click Cancel n the ribbn t return t the Accunt Manager interface. Managing User Grups User grups allw yu t apply the same permissin levels t all users within the same user grup. This way, yu can change the permissin levels f multiple users by editing yur user grup rather than individually cnfiguring permissin levels fr each user. Yu can als change the permissin levels f a user by changing the grup they belng t which has pre-cnfigured permissin levels. T access yur user grup cnfiguratins, in the Accunt Manager interface, click Grups n the ribbn. In the Grups cnfiguratin interface, yu will see a list f previusly cnfigured user grups. The Administratrs grup cmes pre-cnfigured and users f this grup have full cntrl ver all mdules. Yu can custmize hw these user grups are displayed in the fllwing ways: Search Filter the user grups displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the user grup yu want t display. Yu can select t Search all pages r Search current page. Manage which clumns are displayed in the list s that nly the infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. Click in the clumn name t hide the clumn. Filter which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the icn f the clumn yu want t filter, then check the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. T manage yur user grups, yu can perfrm the fllwing actins: Add Grup T add a new grup, click Add Grup n the ribbn and select Add System Grup r Add Tenant Grup. After selecting t add the crrespnding grup, yu will be redirected t the cnfiguratin page accrdingly, and then yu can perfrm the fllwing actins. Add System Grup Add new system grups. Grup Infrmatin Enter a Grup Name fr the new system grup, then enter an ptinal Descriptin fr future references. DcAve Object Permissins In the Scpe sectin, select Glbal permissin t grant the users f this system grup access t all farms with the permissin levels cnfigured here r select Permissin fr different farms t grant users f this system grup access t specific farms with the cnfigured system permissin levels. If Glbal permissin is selected, chse which r all f the DcAve 6: Cntrl Panel 27

28 System Permissin Levels yu wish t assciate with this System Grup. If Permissin fr different farms is selected, fr each farm, chse which r all f the System Permissin Levels yu wish t assciate with this System Grup. Nte that at least ne permissin level must be assigned t the new grup. Add Tenant Grup Add new tenant grups. Grup Infrmatin Enter a Grup Name fr the new tenant grup, then enter an ptinal Descriptin fr future references. DcAve Object Permissins In the Scpe sectin, select the previusly defined tenant permissin level(s) yu want t apply t this grup by checking the crrespnding checkbx(es). Nte that yu must at least assign ne permissin level t the new grup. When yu are finished cnfiguring the settings fr the new grup, click OK t save and return t the Accunt Manager interface, r click Cancel t return t the Accunt Manager interface withut saving the cnfiguratins. Edit Grup T edit a grup, select the grup by checking the crrespnding checkbx, then click Edit Grup n the ribbn, r click n the name f the desired grup. Yu will be brught t the Edit Grup interface. Here yu can change the descriptin fr this grup, as well as the permissin scpe and permissin levels. Hwever, yu cannt change the type (System Grup r Tenant Grup) f the saved grup. *Nte: If yu have a grup with Full Cntrl permissin cnfigured in DcAve 6.0, after upgrading t DcAve 6 Service Pack 1, this grup will maintain the Full Cntrl permissin but this will nt shw up n the interface by default. When yu edit this grup and change the permissin, it will pp up a warning message that the Full Cntrl permissin f this grup will be replaced by the newly granted permissin(s). Yu can click OK t cntinue the actin and save the change r click Cancel t cancel the peratin. In DcAve 6 Service Pack 1, nly users f Administratrs grup have Full Cntrl permissin. When yu have finished making changes t the cnfiguratins fr this grup, click OK t save and return t the Accunt Manager interface, r click Cancel t return t the Accunt Manager interface withut saving any changes. Shw User(s) T view and manage the users in a grup, select the grup by checking the crrespnding checkbx, then click Shw User(s) n the ribbn. Yu will be brught t the Shw User(s) interface. Here yu will see a list f all f the users that belng t this grup. Yu can custmize hw these users are displayed in the fllwing ways: Search Filter the users displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the user yu want t display. Yu can select t Search all pages r Search current page. Manage which clumns are displayed in the list s that nly the infrmatin yu want t see is shwn. Click, then check the checkbx next t the clumn name t have that clumn shwn in the list. 28 DcAve 6: Cntrl Panel

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