What information on backups is available for Administrators?

This article details information on backups for administrators.

NOTE:  Some settings are not changable by Org Admins.  Also, some links in  this guide lead outside the ACCC service catalog.

 

Adding users

  1. Fill out the form located here to request the creation of an "organization" in Crashplan and add/remove users.

NOTE:  Once installed, the client will automatically begin backing up the files located in the "Users" folder (My Documents, My Pictures, Desktop, etc.)

 

Standard Roles

RolePermission SummaryLimitationsRecommended Use Case
*Desktop User

Administrative

  • N/A

End user

  • Perform personal backups from the CrashPlan app and CrashPlan web app
Cannot interact with other users' data or change settings in your Code42 environmentEnd users in your organization
Org Admin

Administrative

  • Read and write information for users, computers, and organizations within one organization and its children organizations

End user

  • Perform personal backups from the CrashPlan app and CrashPlan web app
  • Cannot read or write information outside their organization
  • Cannot access administration console command line 
  • Cannot access system logs
Administrators who should only manage users and devices within a specific organization
*PROe User

Administrative

  • Sign in to the administration console

End user

  • None
  • Cannot access other information or functions of CrashPlan PROe
End users in your organization

NOTE:  In order to maintain HIPAA compliance, Web Restores have been disabled for all roles.   Go here for a list of all the currently defined roles.

 

Overview

Organizations are the Code42 environment's way of grouping users. You can configure different organizations to use different settings, different backup destinations, or even use different LDAP servers to authenticate users.

Organization, user, and device hierarchy

Backup activity in your Code42 environment is managed by settings at three levels: organizations, users, and devices.

Organization

A group of users. You can define many settings at the organization level, allowing you to configure organizations with different settings for a variety of purposes. Each user can belong to only one organization. An organization can contain child organizations, and an organization can exist without containing any users.

User

Represents a single account within your Code42 environment. A user account has a single set of login credentials (username and password) and a single encryption key for all backups. A user always belongs to one (and only one) organization.

Device

Represents a single computer or mobile device within your Code42 environment, and is uniquely identified by its GUID.

Organization overview

Select Organizations to view information about the organizations in your Code42 environment.

Click a name in the list of organizations to view more details about that organization. Select the action menu in the upper-left to perform organization-related operations.

Organizations Overview

ItemDescriptionClick to view
aAction menuContains commands available in the organization list view. 
bAdd organizationCreates a new organization. 
c–Selects all the organizations in the list. 
dNameDisplays the organization name.Organization Detail for selected organization
eUsersDisplays the number of active users assigned to the organization.User List for selected organization
fBackup DevicesDisplays the number of user devices backing up in this organization.All devices assigned to the selected organization.
gTotalDisplays the total amount of disk space used for archives in this organization.Organization Detail for selected organization
hColdDisplays the amount of data in cold storage.Cold Storage for all devices assigned to the selected organization

Action menu

CommandDescription
Show ActiveDisplays all active organizations.
Show DeactivatedDisplays all deactivated organizations.
Block

Blocks this organization and all its users and devices.

  • Backup continues, but users within this organization will be unable to sign in or restore.
  • This action is available when the organization is not currently blocked.
UnblockUnblocks this organization and any blocked users or devices within this organization. This action is available when the organization is currently blocked.
Change OrganizationMoves the organization to a different parent organization.
ExportExports selected items to CSV file. If no item is selected, all items in the list are exported.
Print...Prints selected items. If no item is selected, all items in the list are printed.

Add a new organization

Click Add an organization Add organization button to create a new organization.

Add an organization dialog

CSV export

Export all visible list items to a CSV file by selecting Export All from the action menu. If no organization is selected, all organizations in the list are exported.

Field Description
orgIdIdentification number for the organization.
parentOrgIdIdentification number for the parent organization.

orgName

Name of the organization.
registrationKeyRegistration Key for this organization.
statusOrganization is active or blocked.
activeTRUE: Active
FALSE: Blocked
blockedTRUE: Blocked
FALSE: Not blocked
computerCountNumber of devices registered to users in this organization.
backupDeviceCountNumber of devices using the Code42 app.

shareDeviceCount

Deprecated.
planCountNumber of plans under this organization.

warningCount

Number of warning alerts for this organization. A warning alert happens when a device has not backed up to any destination for longer than the number of days defined in the Organization's Settings

criticalCount

Number of critical alerts for this organization. A critical alert happens when a device has not backed up to any destination for longer than the number of days defined in the Organization's Settings.

targetComputerGuid

Globally Unique IDentifier for the device used for computer-to-computer back up.

selectedFiles

Total number of files selected for backup.

selectedBytes

Total number of bytes selected for backup.

todoBytes

Total bytes of data remaining to back up.

todoFiles

Total number files remaining to back up.

archiveBytes

Total bytes the archive occupies on disk.

orgExtRef

Optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID.

notes

Details

Organization Details displays stats and settings for the selected organization.

organization details

ItemDescription
aAction menuContains the actions that you can apply to this organization.
bUsersDisplays the number of users in this organization.
Click to view the users in detail.
cDevicesDisplays the number of devices in this organization.
Click to view the devices in detail.
dRestoresDisplays the number of restores that have occurred in this organization.
Click to view the restore history in detail.
eColdDisplays the cold storage used by this organization.
Click to view the cold storage use in detail.
fRegistration KeyDisplays the Registration Key for this organization. Use this key to assign new users and devices to this organization.
gDate CreatedDisplays the date this organization was created.
hStorageDisplays statistics of data stored for this organization.
iStorage UtilizationDisplays a summary of storage by user.
Chart regions are clickable.
jOrg Info

Displays current organization settings.

  • See the Edit section below to change these settings for a specific organization.
  • See System-Wide Organization to change system-wide settings.
kDevice Backup DefaultsDisplays current device backup settings. To change these settings, see Configuring Device Backup Settings.

Action menu

CommandDescription
EditEdits organization settings including name, quotas, destinations, reporting and security.
Device Backup DefaultsEdits default device backup settings for this organization.
Add a Child OrganizationAdds a new organization that is subordinate to the selected organization.
Add UsersAdds users to this organization.
Invite UsersSends an invitation via email to back up.
Activate

Activates a deactivated organization.

  • Deactivated users and devices must be activated individually.
  • This action is available when the organization has been deactivated.
Deactivate

Deactivates this organization and all associated users and devices, and places all backup archives into cold storage.

  • When an organization is deactivated, the word “deactivated” plus a timestamp is appended to the name.
  • This action is available when the organization is active.
Block

Blocks this organization and all its users and devices.

  • Backup will continues, but users within this organization are unable to log in or restore.
  • This action is available when the organization is not currently blocked.
UnblockUnblocks this organization and any blocked users or devices within this organization. This action is available when the organization is currently blocked.
Change OrganizationChanges this organization's parent organization. Settings remained unchanged when the organization's parent is changed.
Email Backup ReportEmails a backup report for a specified period to organization managers or other email addresses of your choice.
PrintCreates a printable version of the organization detail sheet.

Edit

From the Organization Details action menu, select Edit to access settings for quotas, destinations, reporting, indexing, security, reference, and endpoint monitoring. Each section is explained in detail below.

Quotas

Organization quotas

ItemDescription
aNameSets the name of this organization.
b

Compliance Settings

Activates Compliance Settings for this organization.
cUsernames are email addressesRequires usernames to be in the format of an email address.
dInherit quota settings from parent

Configures the organization to take on the quota settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level.

eMaximum user subscriptionsSets the maximum number of user subscriptions allowed for this organization.
fMove deactivated archives to cold storage forAllows you to set and view the cold storage period. After this period expires, the archives are deleted from the store point's file system.
gBackup disk quotaSets the total amount of storage the entire organization is allowed to consume.
hBackup user disk quota

Sets the total amount of storage each user is allowed to consume across all devices.

Only applies to newly added users. To apply changes to existing users, move users out of and back into the organization via LDAP scripting or update quotas via the Code42 API.

iBackup user mobile quota 1Sets the total number of mobile devices (iOS, Android, etc.) that are allowed to access the organization.
jWeb restore limit 1

Sets the amount of data that users are allowed to restore for a single web restore session.

  • A value of 0 MB disables web restores for users.
  • Select Unlimited to set no web restore limit.
kWeb restore limit for Org Manager Role 1

Sets the amount of data that users with the Org Manager role are allowed to restore during a web restore or restore to device session.

  • A value of 0 MB disables web restores for organization administrators.
  • Select Unlimited to set no web restore limit.

1 This setting is disabled when Compliance Settings are activated.

Destinations

destination settings

ItemDescription
aNameSets the name of this organization.
bCompliance SettingsActivates Compliance Settings for this organization.
cUsernames are email addressesRequires usernames to be in the format of an email address.
dInherit destination settings from parent

Configures the organization to take on the destination settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level.

eDestinationsEnables or disables backup to each of the configured destinations for users within this organization.
fAccount devicesPermits users to back up other devices within their own accounts.
gLocal foldersPermits users to back up to local folders (local hard disk or external drives).
hAcceptingIndicates the applications accepted by this destination.

Reporting

organization reporting settings

ItemDescription
aNameSets the name of this organization.
bCompliance SettingsActivates Compliance Settings for this organization.
cUsernames are email addressesRequires usernames to be in the format of an email address.
dInherited reporting settings from parent

Configures the organization to take on the reporting settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level.

eSend backup reportEnables or disables sending backup reports to org admins for this organization. Choose which days of the week you'd like to receive reports.
fRecipientsDisplays currently configured report recipients.
gAdditional recipientsAllows you to add or delete report recipients.
hWarning

Configures the alert threshold for warning notifications. Devices that have not backed up to any destination for longer than the defined number of days are included on warning alert emails and are highlighted in yellow in the administration console.

iCriticalConfigures the alert threshold for critical notifications. Devices that have not backed up to any destination for longer than the defined number of days are included on critical alert emails and are highlighted in red in the administration console.

Indexing

This setting only appears when indexing is enabled from Settings > Indexing.

Indexing is disabled if Compliance Settings are activated.

indexing

ItemDescription
aNameSets the name of this organization.
bCompliance SettingsActivates Compliance Settings for this organization.
cUsernames are email addressesRequires usernames to be in the format of an email address.
dInherit settings from parent 1Enables inheritance for indexing settings. Disable this option to configure indexing settings for the selected organization.
eIndex all archives in this organization 1

Enables indexing for users in the organization.
Users' archives are indexed if they are located on destinations that allow indexing.

fDo not index files with these extensions 1

Specifies a list of file extensions to exclude from content indexing. When adding a file extension, do not include a leading period (.) character.
When a file extension is excluded, your Code42 servers do not index the contents of files with that extension. File metadata is still indexed.

1 This setting is disabled when Compliance Settings are activated.

Security

organization security settings

ItemDescription
aNameSets the name of this organization.
bCompliance Settings

Activates Compliance Settings for this organization.

cUsernames are email addressesRequires usernames to be in the format of an email address.
dInherit security settings from parent

Configures the organization to take on the security settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level.

eSelect an authentication method

Sets the authentication method for the organization:

  • Local: Users authenticate against the local Code42 platform directory.
  • LDAP: Users authenticate against an LDAP directory. LDAP must be selected from Select a directory service.
  • SSO: Users authenticate against one of the offered single sign-on identity providers. One or more identity providers must be selected in Choose provider(s).
  • RADIUS: Users authenticate against a RADIUS server. One or more RADIUS servers must be selected in Choose provider(s).
f

Choose provider(s)

SSO and RADIUS only

Specifies the SSO identity provider(s) or RADIUS server(s) that provide authentication. Options appear based on your identity provider or RADIUS configuration.

gSelect a directory service

Sets the directory service that manages user groups and user attributes for the system-wide organization:

h

Choose directory service(s)

LDAP only

Specifies the LDAP server that provides directory services. Options appear based on your LDAP configuration. Requires configuration of an LDAP server via Settings > Security > LDAP.

iInherit default roles from parentEnables or disables inherited default user roles.
jAdd user rolesAdds user roles for new users added to the organization. This option is only available if Inherit default roles from parent is disabled. Entering an existing role and clicking + sets the role as default for all new users in the organization. Multiple default users roles can be configured. If no roles are entered, system defaults are used.
kRolesLists the roles for the users in the organization. Click + to add or edit roles for the organization.

Reference

Organization reference settings

ItemDescription
aNameSets the name of this organization.
bCompliance SettingsActivates Compliance Settings for this organization.
cUsernames are email addressesRequires usernames to be in the format of an email address.
dExternal ReferenceSpecifies optional external reference information such as a serial number, asset tag, employee ID, or help desk issue ID.
eNotesSpecifies optional descriptive information.

Endpoint Monitoring

These settings are only visible if you have purchased a license for Code42 Security Center. Endpoint Monitoring is disabled if Compliance Settings are activated.

organization endpoint monitoring settings

ItemDescription
aNameSets the name of this organization.
bCompliance SettingsActivates Compliance Settings for this organization.
cUsernames are email addressesRequires usernames to be in the format of an email address.
dInherit settings from parentConfigures the organization to take on the security settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level.
eRemovable media 1

Enables or disables scanning of file metadata on all removable media, such as USB drives or SD cards.

fCloud service 1

Enables or disables detection of syncing files using these cloud storage apps:

  • Box
  • Dropbox
  • Google Drive
  • iCloud
  • OneDrive
    OneDrive for Business is not supported.
gFile upload 1
(Windows only)

Enables or disables detection of files opened in web browsers, such as uploading attachments to web-based email.

hFile restore 1

Enables or disables detection of file-restore activity, such as restores of files belonging to other users.

iPattern matching 1

Enables or disables detection of dangerous, malicious, or sensitive file metadata and file contents based on specified patterns using the YARA rule framework. Pattern matching requires creating a YARA rule file and manually deploying it to each user device. Unlike the other types of endpoint monitoring, pattern matching only searches files included in the user's backup file selection.

Pattern matching can scan for MD5 hash and filename matches on any file, but does not extract file contents of binary or compressed files. Practically speaking, this means pattern matching only searches the contents of plain text files, unless you create a rule targeting a specific binary string.

1 This setting is disabled when Compliance Settings are activated.

Device backup defaults

Enable Use device defaults from parent to make this organization use the device backup default settings from the parent (or root) organization. Disable to stop inheritance and allow changes to the device default settings for this organization. All organizations have the same settings options as the root organization, which appear in Setting Device Defaults.

Device backup defaults

Add a child organization

Use the Add a Child Organization command to create a new organization under the currently selected organization.

Add an organization

Add users

Organization add users

ItemDescription
aAdds users one-by-one. In order to begin backing up, the Code42 app must be installed on each user's device.
bAdds users in bulk by uploading a text file.
cDownloads a sample text file with information on how to format the text file.
dUploads the text file containing the users you'd like to add. In order to begin backing up, the Code42 app must be installed on each user's device.

Invite users

You must have the Org Admin role or similar administrative permissions to use Invite Users.

invite users

ItemDescription
aSpecifies email addresses of users you want to invite.
bSpecifies the email address users reply to.
cDefines the subject line and body text of message that accompanies user instructions for downloading and installing.

Change organization

change parent organization

ItemDescription
aSearches for parent org name.
bDisplays the results of the search as you type.
Changing organizations can affect backups
If users are moved to a different organization, it could affect their backup. For example: 
  • Different destinations offered: If the new organization does not offer the same destinations as the user's previous organization, any of the user's data from destinations that are no longer offered is put into cold storage. Data in cold storage is deleted according to your cold storage retention policy
  • Frequency and version settings: Any differences in the new organization's frequency and version settings are applied to the backup archive after the user device connects to the authority server. Depending on the new organization's frequency and version settings, some data could be removed. 
  • Auto-start backups: If the new organization has any destinations configured to auto-start, the Code42 app begins backing up to those destinations immediately. Destinations that are not configured to auto-start appear in the Code42 app for the user to select. 

Email backup report

email backup report

ItemDescription
aDefines the start of the reporting period.
bDefines the end of the reporting period.
cIndicates whether or not you want child organizations included in the report.
dSpecifies the email addresses of report recipients. Click + to add email addresses to the list. Click X to remove an email address.
eAdds any users in the selected organization assigned the Org Manager role to the email distribution list.

Restore history

View the Restore History by selecting an organization, then clicking the number of restores.

restore history

ItemDescription
aAction MenuIncludes options to Print or Export (as CSV) the restore information.
bOperating SystemDisplays the operating system of the device that received the restored data.
cUserUser whose data was restored. A red warning icon Warning Icon will appear if another user initiated the restore (via restoring from the administration console, for example).
dRestore ToDevice that received the restored data.
e# FilesNumber of files that were restored.
fSizeTotal size of the restored files.
gTransfer RateSpeed of the file restoration.
hRestore DateDate and time the restoration occurred.
iDurationTotal time taken to restore the files.

 

he Dashboard displays a summary of users and storage in your Code42 environment.

  • This article describes the Dashboard in Code42 server version 6.0 and later.
  • For details about all features of the administration console, see Administration Console Overview.

Dashboard

When you sign in to the administration console for your authority server, the Dashboard is the first screen to appear. The Dashboard displays a high-level overview of users and storage in your Code42 environment.

Administration console dashboard

ItemDescription
aUsageContains information about user storage, online devices, and restores.
b

Average Storage Per User

Average storage consumed by each user in your Code42 environment.
cLargest ArchiveThe largest archive in your Code42 environment.
dOnline DevicesThe number of devices connected to your authority server. This number includes devices backing up as well as devices that are connected, but not currently backing up.
eStorage Utilization

The 20 users with the largest backups. Hover over each section to display the associated username and amount of data backed up for that user. Each segment of the pie chart is also a link to that user's details screen.

fLast updatedIndicates the last time the information in this graph was updated. (Storage statistics do not display in real time.)
gLast 30 Days
Code42 for Enterprise only
Total number of restores performed in your Code42 environment in the past 30 days.
hFiles Restored
Code42 for Enterprise only
Total number of files restored in your Code42 environment in the past 30 days.
iSize Restored
Code42 for Enterprise only
The total size of all data restored within the past 30 days.
jBackup RestoresTotal number of restores initiated each day for the past 30 days.
kDestinationsDisplays information about storage space on the destinations in your Code42 environment. A different graph appears for each destination.
lUsed StorageThe total amount of data stored at this destination, calculated after compression and de-duplication.
mDestination Name
and Storage Graph

The name of the destination and the total amount of data stored over the past 30 days. This graph is calculated once per day.

 

Users

To view the Users section, sign in to the administration console, and select Users. The Users section displays the following information about the users in your enterprise.

Users Overview

ItemDescriptionClick to view
aAction menuContains commands available in the user list view. 
bAdd a new userDisplays pane in which you enter information to add a user. 
cRun a Device ReportNavigates to the Reporting web app, displaying results based the users listed. 
d—Selects all the users in the list. 
eNameUser's first and last name.Selected user's details
fUsernameUser's username.Selected user's details
g

Backup Devices

Number of devices registered to this user. Includes Code42 app and CrashPlan mobile app devices.Selected user's details
hUsed StorageThe amount of data this user has stored at all destinations.List of all of the user's device archives and stats, by GUID

Action menu

CommandDescription
Show ActiveDisplays all active users. Not available when active users are displayed.
Show DeactivatedDisplays all deactivated users. Not available when deactivated users are displayed.
Show InvitedDisplays all users who have been invited to create accounts, but who have not yet created accounts.
BlockSigns out the selected user(s) from all devices and all current administration console sessions. Prevents future sign-in to all of the user's devices and the administration console. Backup continues and archives remain active and stored. Not available when the selected user is currently blocked.
UnblockUnblock currently blocked users. Not available when the selected users are not blocked.
Reset PasswordSend an email containing a password reset link to the email address associated with the selected user(s).
Export AllExport selected item to CSV file. If no user is selected, all users in the list are exported.

CSV export

Export all visible list items to a CSV file by selecting gear.png > Export All. If no user is selected, all users in the list are exported.

FieldDescription

userId

Identification number of the user.

orgId

Organization where the user resides.
usernameLogin name for the user.
emailEmail address associated with the user's account.
displayNameName displayed in the administration console for the user.
statusStatus of a user is active, blocked, or deactivated.
computerCountNumber of devices registered to the user.
shareDeviceCountNumber of SharePlan devices associated with the user.
Deprecated—this information may no longer be accurate.
backupDeviceCountNumber of devices associated with the user.
lastLoginDateLast time the user signed into the administration console.
active

Indicates if the user is active.

TRUE: Active

FALSE: Deactivated

blocked

Indicates if the user is blocked.

TRUE: Blocked

FALSE: Not blocked

warningCountNumber of user devices that have not backed up within the defined warning interval in the server settings.
criticalCountNumber of user devices that have not backed up within the defined critical interval in the server settings.
targetComputerIdentification number for the device used for computer-to-computer back up.
selectedFilesTotal number of files selected for back up.
selectedBytes

Total number of bytes selected for backup.

lastBackupDateDate when any one of the user's devices backed up.
lastCompletedBackupDateDate when any one of the user's devices had a 100% complete backup.
archiveBytes

Total bytes the archive occupies on disk.

todoBytes

Total bytes of data remaining to back up.

todoFiles

Total number files remaining to back up.

userExtRef

Optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID.

notes
 
 

Details

To view the user details, select a user from the overview. Here you can see information about a user's device.

Users details

ItemDescription
a—User's first and last name.
b—User's organization.
cAction menuDisplays actions you can perform.
dUsernameUser's username.
eEmail AddressEmail address associated with the user's account.
fLast Signed InLast time the user signed into the administration console.
gBackup QuotaAmount of storage allotted to the user.
hDate CreatedDate the user profile was created.
iUsed StorageAmount of data stored from this user account's devices. Graph shows the past 30 days. Data points are updated once per day.
Click to view a list of all the user's device archives and stats, by GUID.
jBackup RestoresNumber of restores initiated, files restored, and total bytes restored over the past 30 days.
Click to view Restore History.
kDevice NameList of the selected user's devices.
lDestinationName of the backup destination.
mStore PointName of the store point.
nSelectedSize of the files selected for backup.
o

Backup Status

Backup completion percentage to each destination. Progress bar changes color if a device is in an alert state for that destination.
pLast ActivityTime since the last activity for the user's devices.
qCompletedTime since the device last completed a backup to the specified destination.
rRolesDisplays the roles assigned to the user.
s

Indexing

Displays indexing configuration and status for the user.
Appears when indexing is enabled from Settings > Indexing.

tReference

Displays optional information about the user.

Action menu

CommandDescription
EditEdits this user's information, including name, email address, and password.
Show Deactivated DevicesDisplays all of this user's deactivated devices. Not available when deactivated devices are displayed.
Hide Deactivated DevicesHides this user's deactivated devices. Not available when deactivated devices are currently hidden.
View ArchivesOpens the Archive List view, which displays information about the archives associated with this device.

Search for Files

Opens the File Search web app in a new tab. The search form is pre-populated with the user's ID.
This action is available only if you are authorized to use the File Search web app.
DeactivateDeactivates the user. All associated devices are deactivated. Archives for all associated devices are placed into cold storage.
ActivateActivates the user. You may also want to reactivate the user's devices.
BlockBlocks the user. User is signed out of all devices and all current administration console sessions. Prevents future sign in to all of the user's devices and the administration console. Not available when the selected user is currently blocked.
UnblockUnblock currently blocked users. Not available when the selected users are not blocked.
Change OrganizationMoves selected users to a different organization.
Reset PasswordResets the selected user's password.
PrintPrints a list of currently selected users. If no user is selected, all users in the list are printed.

Edit

General

Used Detail - Edit - General

Item Description
aFirst and Last NameEdits the user's first or last name1
bEmail AddressEdits the user's email address1
cUsernameEdits the user's login name1
dPasswordChanges the user's password1
eBackup Quota Edits the user's storage quota

1 Changing this field while the user is signed in to the administration console may require the user to sign in again. 

Roles

User Detail - Edit - Roles

ItemDescription
aAvailable RolesRoles not currently assigned to the user. These roles are available to be assigned to the user by the admin that is currently logged in. Admins can only grant roles to users if the admin user account is assigned the role. Click a role to display the permissions associated with the selected role.
Go to Settings > Security > Roles to view and configure roles available within the system.
bCurrent RolesRoles currently assigned to the selected user. Click a role to display the permissions associated with the selected role.
cAdd RoleAdds the selected role(s) to the user account.
dRemove RoleRemoves the selected role(s) from the user account.
eCurrently Assigned Permissions OR Role's PermissionsWhen no role is selected, this field displays all permissions currently assigned to the user account.
When a role is selected from Available Roles or Current Roles, this field displays all permissions associated with the selected role.
fCancelReverts changes and close the Edit User pane.
gUpdate UserSaves changes and close the Edit User pane.

Indexing

This setting only appears when indexing is enabled from Settings > Indexing.

User Details - Edit - Indexing

ItemDescription
aInherit settings from organizationEnables inheritance for indexing settings. Disable this option to configure indexing settings for the selected user.
bIndex user's archives

Enables indexing for the user's archives.
The user's archives are indexed if they are located on destinations that allow indexing.

cDo not index files with these extensions

Specifies a list of file extensions to exclude from content indexing. When adding a file extension, do not include a leading period (.) character.
When a file extension is excluded, your Code42 servers do not index the contents of files with that extension. File metadata is still indexed.

Reference

User Detail - Edit - Reference

ItemDescription
aExternal ReferenceSpecifies optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID.
bNotesSpecifies optional descriptive information.

Change organization

Move user

ItemDescription
aSearchSearches available organizations
bOrganizationSelects the new parent organization
Changing organizations can affect backups
If users are moved to a different organization, it could affect their backup. For example: 
  • Different destinations offered: If the new organization does not offer the same destinations as the user's previous organization, any of the user's data from destinations that are no longer offered is put into cold storage. Data in cold storage is deleted according to your cold storage retention policy
  • Frequency and version settings: Any differences in the new organization's frequency and version settings are applied to the backup archive after the user device connects to the authority server. Depending on the new organization's frequency and version settings, some data could be removed. 
  • Auto-start backups: If the new organization has any destinations configured to auto-start, the Code42 app begins backing up to those destinations immediately. Destinations that are not configured to auto-start appear in the Code42 app for the user to select. 

 

The My Profile screen displays summary info and graphical views about your recent activity and the location of your devices. The action menu contains commands to edit your profile and view deactivated devices.

My Profile

To view your user profile, sign in to the administration console, and select My Profile.

My profile

ItemDescription
a–Your first name, last name, and the organization to which you belong.
bAction menuDisplays actions you can perform. You can edit your profile and view deactivated devices.
cGeneral InfoSummary of your account activity
dUsed StorageSize of your archives
eBackup RestoresNumber of restore sessions and the amount of data restored
fDevice NameList of devices associated with your account
gRolesDisplays roles assigned to you
hReferenceDisplays your External Reference and Notes fields

 

Action menu

From the My Profile action menu you can:

NameDescription
Edit

Edit your user account information:

  • First and Last Name
  • Email Address
  • Username
  • Password
  • Backup Quota
  • Roles*
  • Reference
Show Deactivated Devices*View devices you've deactivated.
Hide Deactivated Devices*Hide devices you've deactivated from the devices list.
View Archives*Opens the Archive List view, which displays information about the archives associated with your account.
Search for Files*Opens the File Search web app in a new tab. The search form is pre-populated with your user ID.
This action is available only if you are authorized to use the File Search web app.
Reset Password*Sends you an email containing a link to reset your password.
PrintPrints the My Profile screen.

* Administrators only

General

Device Backup Settings, backup sets options

ItemDescription
aBackup SetsDisplays Backup Sets sheet in which you can create and configure backup sets.
bBackup will runIndicates whether backups are always running or running only at specific times.
 Always - Backup is always running.
 

Between specified times - Backup will run only at specified times. When set to run between specified times, the Code42 app uses the time provided by the device's operating system.

File:Administrator/Latest/Configuring/Device_Backup/widget.png

cVerify selection everyScans system for file changes and deleted files within your backup selection at the interval and time of day you specify. If the computer is powered off or asleep at the scheduled scan time, the scan will wait until the next scheduled scan time to run.
dLockLocks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
ePushApplies these settings to existing users in addition to new users.

File selection

Device backup settings, file selection options, included and excluded files

ItemDescription
aInclude filesAdds pathnames of directories that should be included in backups of this device. Pathnames are case sensitive (see alert below).
b+Adds item to the Included Files list.
cIncluded filenames listDisplays pathnames of directories that are included in backups. If the File Selection settings are not locked, users are allowed to add to this list and to remove selections from this list. Click the X to remove an item from the list.
dFile ExclusionAdds pathnames of directories that should be excluded from backups of this device.
e+Adds item to the Excluded Files list.
fExclude filenames listDisplays pathnames of directories that are excluded from backups. If the File Selection settings are not locked, users are allowed to add to this list, and to remove selections from this list. Click the X to remove an item from the list.
gLockLocks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
hPushApplies these settings to existing users in addition to new users.

Consideration: Keep in mind that excluding previously selected files results in excluded files being deleted from the backup archive. The now-excluded files will not be available for restoring.

Included and excluded files
Inclusions are processed first, followed by exclusions. Files that are in both the inclusions and exclusions will be excluded, since the exclusion list is processed last.
Incorrect drive-letter capitalization may cause data loss
Drive letters are case sensitive. Adding a file path with incorrect capitalization of the drive letter removes all files from the backup file selection for devices with a different case drive letter. For example, adding a file path that starts with lowercase c (such as c:\Users) removes the backups of files whose actual path on disk starts with a capital C (such as C:\Users).

See also Real-Time Changes Not Detected Due To Case Sensitivity for details about directory-name case sensitivity.

Do not use UNC file paths
The Code42 app does not support backups of UNC file paths (such as //SERVERNAME/Users/). If you include UNC paths in the backup file selection, the files appear to back up properly, but those files cannot be restored.

File selections must use an absolute path with a drive letter (such as C:/Users/) to make sure the files are backed up and restorable.

User profile backup

This section allows you to view or modify Windows user profile backup settings for all organizations in your Code42 environment.

Windows User Profile Backup

ItemDescription
aEnable User Profile BackupEnables Windows user profile backup.
bBackup FrequencyDefines how often Windows user profile backup runs.
cUserSpecifies a custom MigUser.xml. When an .xml is selected, the filename is displayed.
dAppSpecifies a custom MigApp.xml. When an .xml is selected, the filename is displayed.
e

Docs

Specifies a custom MigDocs.xml. When an .xml is selected, the filename is displayed.
fExclusionSpecifies a custom Custom.xml. When an .xml is selected, the filename is displayed.
gCustomSpecifies a custom .xml. When an .xml is selected, the filename is displayed.
hScanState OptionsSpecifies command line options for the USMT ScanState.
iLoadState OptionsDeprecated - no effect.
jPushApplies these settings to existing users in addition to new users.

Destinations

This section allows you to choose which destinations are used by newly added devices immediately upon first signing in. Available in Code42 for Enterprise only.

Destinations - no destination selected

Selecting a destination will cause new devices to automatically start backing up to it. Deselecting a destination will allow users to back up to the destination by clicking Start Backup in the Code42 app.

When you select at least one destination, the label changes from Auto-start to Use:
Destinations - one or more destinations selected

Filename exclusions

Device Settings, Filename exclusions

ItemDescription
aPlatformsTabs display filename patterns to hide.
b Enter filename pattern to exclude from backup.
cRegular ExpressionEnter text in the form of a Regular Expression (regex).
d+Adds text in text box to list of filename patterns to exclude.
eImportDisplays window in which you can paste the contents of a text file with filename patterns / regex items you wish to exclude.
fExportDisplays window in which you can copy the contents of the excluded files list, which you can in turn paste into your favorite text editor for editing.
gLockLocks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
hPushApplies these settings to existing users in addition to new users.

Frequency and versions

Frequence and Versions settings

ItemDescription
aFrequency - Back up new versionIndicates how often Code42 for Enterprise backs up and creates new versions of files in your archive.
bVersions to keep from last weekIndicates which versions to keep from last week (not including today).
cVersions to keep from last 90 daysIndicates which versions to keep from last 90 days (not including last week).
dVersions to keep from last yearIndicates which versions to keep from last year (not including the last 90 days).
eVersions to keep from previous yearsIndicates which versions to keep from previous years (not including last year).
fRemove deleted files afterPeriod after which deleted files are removed from the archive.
gLock1Locks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
hPush1Applies these settings to existing users in addition to new users.

1 Code42 server versions prior to 5.4 had two pairs, one for frequency, one for retention. If either Frequency or Version retention is locked when a Code42 server upgrades to 6.0, then both will be locked when the upgrade completes.

Changes to frequency and version settings
Changes to frequency and version settings are applied to each backup archive after the user's device connects to the Code42 server.

Advanced settings

Advanced Settings

ItemDescription
aData de-duplicationControls data de-duplication rate.
 Automatic - Full de-duplication is used when going over an Internet connection. Minimal is used when going direct to disk or over LAN.
 Full - Every effort is made to identify duplicate data. While being 100% effective, it requires a great deal of CPU power. You're sacrificing CPU and speed to save bandwidth and disk at destination.
 Minimal - Several methods are used to identify duplicate data. While about 90% effective, it requires far less CPU power and will speed up initial backup speed significantly, typically 400% on a single processor system.
bCompressionControls how the Code42 service compresses your backup. Compressed backups use less bandwidth and less disk space. Compression does consume some CPU, but not enough to offset overhead due to maxing out your bandwidth or I / O. Because you generally have more CPU available than bandwidth or disk I / O, we do not recommend turning off compression.
 Automatic - Files that do not compress well or are already compressed are not compressed by the Code42 service.
 On - All files are compressed.
 Off - No files are compressed.
cEncryption enabledIndicates whether encryption is turned on.
dWatch file system in real-timeIndicates whether the Code42 service is constantly monitoring for file changes.
eBack up open filesIndicates whether files that are open (in use) at the time of back up will be backed up.
fLockLocks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
gPushApplies these settings to existing users in addition to new users.



Keywords:users, configuration, organization, action   Doc ID:91278
Owner:Dean D.Group:University of Illinois at Chicago ACCC
Created:2019-04-24 10:21 CDTUpdated:2019-07-10 15:22 CDT
Sites:University of Illinois at Chicago ACCC
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