CS Druva insync User Guide 28 th Oct. 2011
Contents Installing the Druva insync Client... 1 1. Installation Prerequisites... 1 2. Installation on Microsoft Windows 7/ Vista/ XP... 1 3. Installation on Linux... 3 3.1 Debian Based Installation... 3 3.2 RPM Based Installation... 4 3.3 Installing on 64-bit System... 4 4. Installation on Apple Mac OS... 5 Using the Druva insync Client... 8 5. Load Authentication Key... 8 6. Backup Now or Sync Now... 9 7. Restoring Backed up Files... 10 7.1 Searching for files in Restore... 11 8. Configuring Druva insync Client... 11 8.1 Configuring Folders... 12 8.1.1 Configuring a New folder... 13 8.1.2 Quick Configuration... 15 8.1.3 Edit and Remove Folder Configuration... 16 8.2 Restore... 16 8.2.1 Disabling the Server Side Restore... 18 8.3 Backup Settings... 19 8.3.1 Load New Key... 19 8.3.2 Synchronization Interval... 19 8.3.3 Synchronization Bandwidth... 19 8.3.4 Priority... 20 9. Status... 20 10. Other insync client Options... 21 11. Client Notifications... 21
Installing the Druva insync Client 1. Installation Prerequisites You must have an authentication key to use insyc. To request a key please email request@cs.ucl.ac.uk. Further details are available at http://tsg.cs.ucl.ac.uk/basics/backups/laptops. The following are the installation prerequisites for insync client Operating system o Microsoft Windows XP or Microsoft Vista or Microsoft Windows 7o RHEL 5.5 or Ubuntu 8.04 or Ubuntu 10.04 o Mac OS X 10.5 and above Disk space required for installation Windows - 40 MB, Linux 45 MB, Mac OS - 50 MB CPU At least 1.2 GHz CPU Physical Memory At least 512 MB Network Card o 10/100 Mbps Fast Ethernet adapter. o 802.11 a/b/g Wi-Fi adapter The Druva insync client is available from: \\evs2\cs-iso\druva http://tsg.cs.ucl.ac.uk/basics/backups/ Instructions on accessing \\evs2 are available: http://tsg.cs.ucl.ac.uk/basics/faqs/windows/windows_staff_faq/#c11098 To install double-click the installer file Insync-client-install-ver-nnn.msi. The Druva insync wizard screen displays. 1. Select the installation language and click Next. 1
2. Click the Next button to start installation. 3. The End User License Agreement (EULA) displays. Accept the EULA and then click Next. 2
4. Specify the location for installing the Druva insync Client. A user can also browse or specify alternate paths. 5. Setup creates the program shortcut, Druva insync in the Start menu folder. 6. Click the Next button, the installation screen displays. It displays the status of tasks performed. 7. Now the installer starts the performing different tasks and shows the status. After completing the insync client installation click Finish or you can view the five step guide.. 8. The insync client starts working and the insync icon appears in the Windows system tray. 3. Installation on Linux The Druva insync client is available from: \\evs2\cs-iso\druva http://tsg.cs.ucl.ac.uk/basics/backups Instructions on accessing \\evs2 are available: http://tsg.cs.ucl.ac.uk/basics/faqs/linux/#c8322 3.1 Debian Based Installation Debian packages are used in distributions based on Debian, such as Ubuntu and others. Using the super user privileges and your native package manger dpkg, install the downloaded insync 3
client packages. Run the following commands. root@ubuntu:/# dpkg -i druva-insync-client_4.1-<version>_i386.deb Selecting previously deselected package druva-insync-client. (Reading database... 114549 files and directories currently installed.) Unpacking druva-insync-client (from druva-insync-client_4.1- <version>_i386.deb)... Setting up druva-insync-client (4.1-<version>)... After installing insync client, type the command insync in terminal window which will launch the Druva insync client. root@ubuntu:/# insync <_MainThread(MainThread, started)> : SyncLog <Thread(Thread-2, started -1226527888)> : SyncLog <Thread(Thread-2, started -1226527888)> : insyncconfig <Thread(Thread-2, started -1226527888)> : SyncLog <Thread(Thread-2, started -1226527888)> : HC 3.2 RPM Based Installation On systems that use.rpm packages, run the following command. Make sure it requires super user privileges. rpm ivh druva-insync-client-4.1-<version>.i386.rpm 3.3 Installing on 64-bit System Druva insync currently does not produce packages for 64-bit systems. In order to run Druva insync client on 64-bit machines, firstly the 32-bit compatibility libraries need to be installed. On Debian-based systems, run the following command: apt-get install ia32-libs For Redhat-based systems, run the following command: yum install glibc This should be sufficient to allow the 32-bit insync binaries to run on 64-bit systems. On debian, it will be necessary to force installation since the architecture for the package won t match the system architecture. So, for 64-bit systems, the dpkg command should look like this: 4
dpkg i -force-architecture druva-insync-client_4.1-<version>_i386.deb 4. Installation on Apple Mac OS The Druva insync client is available from: \\evs2\cs-iso\druva http://tsg.cs.ucl.ac.uk/basics/backups Instructions on accessing \\evs2 are available: http://tsg.cs.ucl.ac.uk/basics/faqs/mac_osx/reconnecting_cs_file_stores/ To install start the InSync client installer file insync-<version>-<release>-i386.dmg 1. The End User License Agreement (EULA) displays. Read it carefully and then click Agree to proceed. The insync 4.1 package now appears in the insync folder. Click the insync <version>.pkg file to start installation. 2. The installation wizard starts with the welcome screen. Click Continue to proceed. 5
3. Select the Installation type to by clicking the Change Install Location button, default is Standard install. Click Install to continue. 4. Enter your credentials to proceed with the installation and then click Install to continue. 6
5. Now installation is complete. The following screen displays the installation was completed successfully. Click Close. 6. The insync client starts working and the insync icon appears in the system tray. The next step is to load the security key for authenticating with the insync server. 7
Using the Druva insync Client 5. Load Authentication Key The following insync Load Authentication Key dialog box appears immediately after the insync client installation. Click the Load Key button and locate the.isk extension file. This file contains the server IP address and the authentication key. The insync client contacts the insync server and authenticates using the Key file (.isk) provided by the insync administrator. CAUTION: An authentication key can only be used once and it can never be reused by the same user or anyone else. In case a user loses the backup configuration or a laptop then user needs to restore the data, the insync administrator can generate a new authentication key for the user. To do this email request@cs.ucl.ac.uk The insync client supports the following functionalities Backup Now or Sync Now Restoring Backed up Files Configuring Druva insync Client Status Other insync client Options Client Notifications 8
After starting the insync client, the insync icon appears in the system tray. Click the insync icon. The Druva insync control panel displays various possible options. A user can configure the backup settings described below. 6. Backup Now or Sync Now The insync client facilitates on demand backup (Sync Now), which can be launched from the system tray or the Windows main menu. The insync Synchronizing window actively starts syncing the configured folders' contents and displays the synchronization progress. Microsoft Windows Apple Mac OS The user can actively track progress and after the backup is complete it automatically displays the status window. 9
7. Restoring Backed up Files The insync client facilitates easy restore over the network. To begin restore, right-click the system tray and select the Restore option or choose Restore from the client menu. The insync Restore screen is displayed. The data is backed up and maintained for as many days as specified by the insync administrator. All the backups within this timeframe are shown as a timeline when the user starts the restore. Microsoft Windows Apple Mac OS Select a single folder/file or multiple folders/files by holding down the Ctrl key. Right-click the selected item or click the Restore to Original Location or Download to New Location button. When the Restore Original Location option selected, the files or folders get restored to the original location from where they have been backed up. Files or folder are restored to a new specified location when the Download to New Location option selected. Microsoft Windows Apple Mac OS 10
7.1 Searching for files in Restore For faster recovery of backed up files, the user can search for file name and extension in the search box. After clicking the Search button immediately lists all matching files from all the restore points. A user can right-click the file and restore it. 8. Configuring Druva insync Client The configuration of Druva insync client allows user to configure folders for backup, restore files from Web, and set different synchronization settings. To start configuring the client, select the Configure option from the main control panel or right-click the Druva insync icon which is located in the system tray or click the Druva insync icon which is on the desktop. Microsoft Windows Apple Mac OS 11
The Configure insync screen appears, where a user can configure the following i. Folders ii. Restore iii. Settings 8.1 Configuring Folders The insync client scans the configured folders and synchronizes the changes with the server. Select the Folders tab to edit the folder configuration. The Quick Configuration under the Folders tab in Microsoft Windows client allows select the favorite folders quickly without searching the individual folders. The Advanced Configuration (Microsoft Windows) / Configure New folder (Apple Mac OS) configuration permits the user to: i. Configure New Folder ii. Edit and Remove Folder Configuration 12
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Field Description Optimize of Large Number of Files This option should only be used when the number of files in the configured folders exceeds ten thousand (10,000). For example, while choosing path C:\Users\Mary in Windows Vista. The option requests the client to use advanced file-system scanning (MFT) and file-change-log (FCL) tracking for backup and may be a bit slow for smaller folders. Include Filter InSync allows a user to set an include filter that specifies what file types to synchronize. A user can choose from common file types like, office documents, PDF files, HTML files and so on to automatically populate the filter list. Click the Exclude Options tab to choose path for files to exclude from backup. Microsoft Windows Apple Mac OS NOTE: A user can directly edit the filter list to add or remove file extensions separated by semicolon. This filter set is more powerful than mere filename extensions. A user can also specify partial global patterns like design*.pdf; which will include/exclude files that start with 'design' and end with a '.PDF' extension depending on which filter list a user adds it to. Also beware 14
that if a user includes a file type or pattern and excludes it as well then it will be effectively excluded. To exclude files and folders from backup, enter the following details: Field Description Exclude Paths This option lets the user choose folder names which should be excluded from the backup. Any sub-folder name containing the exclude folder name is excluded. Quick Configuration This option allows user to exclude temporary internet files, temporary files or folders from backup without recalling the folder path. Exclude Filter Similar to the Include Filter, a user can specify a set of file types or file patterns to exclude or type filter pattern in the Exclude filter list by separating a semicolon character. Note that if the insync administrator sets an exclude filter, the effective filter set is the combination of both filter sets. 8.1.2 Quick Configuration For quicker configuration, apart from configuring custom folders as discussed above, the insync client offers a couple of predefined folders which can be added for synchronization with a single click. To remove selected folders from synchronization, clear the check boxes. The following screens show the quick configuration window for the both insync clients. Microsoft Windows Apple Mac OS 15
With email quick configuration, a user can configure Outlook emails to be backed up via MAPI interface by choosing Outlook 2003, 2007 and 2010 Advanced from the list of email option. This provides better deduplication and faster backup/ restore of pst files. A user still has the option of backing up Outlook emails as plain pst files by choosing Microsoft Outlook 2003, 2007, 2010, Lotus Notes and Mozilla Thunderbird option. For Apple Mac OS, a user can configure Mozilla Thunderbird email client. 8.1.3 Edit and Remove Folder Configuration In Microsoft Windows client, the user-configured folders can be edited or deleted. To edit or delete the configured folder, from the main panel, select Configure Advanced Configuration then select a folder from the Configured-Folder list. Now the selected folder can be deleted by clicking the Remove Folder button or can be edited by clicking the Edit Folder Configuration button. - In Apple Mac OS client, the user-configured folders can be edited or deleted. To edit or delete the configured folder, select the Folder tab. The Folders Configured for insync displays the list of configured folders. Select a folder you wish to edit or delete. Click the Edit Folder Configuration button to modify the folder configuration or click the Remove Folder Configuration button to remove the folder from the list. 8.2 Restore The Restore feature allows restore files remotely by using the Web browser. It is very useful when the user is away from his computer. This feature can only be used when the insync administrator has enabled the Allow restore from web browser option in the profile. This feature is disabled for every user by default and must be activated manually from Web Restore tab in the client configuration. To use this feature, click the Web Restore tab and check - Enable restore from a browser and set the web-restore password as shown in the screen below 16
To use this feature and access the backed up files, open the browser from any computer and type the web address listed in the web-restore GUI https://webrestore.cs.ucl.ac.uk. Alternatively click the Launch Web Restore button to open the browser window. When connecting via a browser for the first time you will see a certificate warning. For further details on please refer to http://tsg.cs.ucl.ac.uk/basics/backups. As shown below, the restore URL when accessed shows a login screen first. Use the backup username (it is case-insensitive) and valid web-restore password to access backed up files. On successful login, the restore page lists all the restore points (shown below). The user can either click the file directly to download or choose the folder. Click the download folder button to download the entire folder as a zip archive. 17
8.2.1 Disabling the Server Side Restore Using this option, the insync client can enable or disable restore of data by administrator to the server. The Server Side Restore option appears only when the insync administrator selects the Allow user to disable server-side restore option in the user profile. If the Disable server side restore option is selected then the insync administrator can not restore users data to the server location else users files can be restored. Microsoft Windows Apple Mac OS 18
8.3 Backup Settings To open backup settings click the Settings tab as shown in the screen below Microsoft Windows Apple Mac OS 8.3.1 Load New Key To reset the insync client user, a new <username>.isk file is needed for authentication. The user can only synchronize data only after loading the new key sent by the administrator. Click the Load New Key button or Load Key button to browse the key file (.isk file) and load it. Alternatively, double-clicking the key file will automatically try to load and validate the key. 8.3.2 Synchronization Interval The insync client scans the configured folders at the set frequency and synchronizes any delta changes with the server. The default frequency is 8 hours which means changes will be synced every 8 hours. This can be set to any of the preset values ranging from 20 minutes to 7 days. NOTE: Druva insync client uses opportunistic scheduling which means that if a scheduled sync hasn t taken place, it will take place the next time connectivity to server is available. 8.3.3 Synchronization Bandwidth The insync client lets the user configure the percentage of available bandwidth for backups. The user can choose a value between 0%and 100%. The insync client will automatically detect available bandwidth and provision the set percentage of that for the backup. 19
8.3.4 Priority The insync client lets the user provision a fraction of available computation power for backup making backups less intrusive and battery life friendly. Move the slider to the appropriate level of available CPU to make provision for insync. The insync client will try to use CPU accordingly when possible. Bandwidth and CPU prioritization enable users to dedicate lesser resources for backup and prioritize on work. This is especially useful for WAN based off-site backups or for users who travel frequently. 9. Status The insync client shows the detailed status of last backup and can be launched from the system tray or from the main menu. The Status window shows details from the last backup like Storage quota usage Last time the backup started and ended Total files backed up and missed Bytes transferred during the backup Encryption status and logs Microsoft Windows Apple Mac OS 20
10. Other insync client Options The other options available by right clicking the icon on system tray are Summary This option is available for Apple Mac OS client. The summary option displays the main window of insync client on the screen. About Displays the insync version information. Pause or Resume Allows a user temporarily pause or resume backup synchronization at any time. This can be particularly useful when the user experiencing slow network link and absolutely don't want any synchronization to take place temporarily. The option must be allowed by the insync administrator. 11. Client Notifications The client notifications are displayed in the client s system tray when the Popup warning on user desktop in case of backup errors option is enabled in the Notifications of user profile settings. The following sample screenshot displays the error of disk quota exceeded. Following is the list of client notifications. 1. 2. 3. 4. 5. 6. 7. Storage exceeds allocated space Server disk quota exceeded. Invalid user key or non-existent user VSS Snapshot failure Cancelled by administrator Admin has disabled the account Sync has been failing for more than a week The user should, in that case, check the logs, and if needed contact the insync administrator. The logs can be viewed by clicking the view logs button on the status window, as shown below 21
The sample details of logs when Server disk quota exceeded is shown below 22