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

Role Permission Summary Limitations Recommended 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 environment End 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

Item Description Click to view
a Action menu Contains commands available in the organization list view.  
b Add organization Creates a new organization.  
c Selects all the organizations in the list.  
d Name Displays the organization name. Organization Detail for selected organization
e Users Displays the number of active users assigned to the organization. User List for selected organization
f Backup Devices Displays the number of user devices backing up in this organization. All devices assigned to the selected organization.
g Total Displays the total amount of disk space used for archives in this organization. Organization Detail for selected organization
h Cold Displays the amount of data in cold storage. Cold Storage for all devices assigned to the selected organization

Action menu

Command Description
Show Active Displays all active organizations.
Show Deactivated Displays 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.
Unblock Unblocks this organization and any blocked users or devices within this organization. This action is available when the organization is currently blocked.
Change Organization Moves the organization to a different parent organization.
Export Exports 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
orgId Identification number for the organization.
parentOrgId Identification number for the parent organization.

orgName

Name of the organization.
registrationKey Registration Key for this organization.
status Organization is active or blocked.
active TRUE: Active
FALSE: Blocked
blocked TRUE: Blocked
FALSE: Not blocked
computerCount Number of devices registered to users in this organization.
backupDeviceCount Number of devices using the Code42 app.

shareDeviceCount

Deprecated.
planCount Number 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

Item Description
a Action menu Contains the actions that you can apply to this organization.
b Users Displays the number of users in this organization.
Click to view the users in detail.
c Devices Displays the number of devices in this organization.
Click to view the devices in detail.
d Restores Displays the number of restores that have occurred in this organization.
Click to view the restore history in detail.
e Cold Displays the cold storage used by this organization.
Click to view the cold storage use in detail.
f Registration Key Displays the Registration Key for this organization. Use this key to assign new users and devices to this organization.
g Date Created Displays the date this organization was created.
h Storage Displays statistics of data stored for this organization.
i Storage Utilization Displays a summary of storage by user.
Chart regions are clickable.
j Org 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.
k Device Backup Defaults Displays current device backup settings. To change these settings, see Configuring Device Backup Settings.

Action menu

Command Description
Edit Edits organization settings including name, quotas, destinations, reporting and security.
Device Backup Defaults Edits default device backup settings for this organization.
Add a Child Organization Adds a new organization that is subordinate to the selected organization.
Add Users Adds users to this organization.
Invite Users Sends 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.
Unblock Unblocks this organization and any blocked users or devices within this organization. This action is available when the organization is currently blocked.
Change Organization Changes this organization's parent organization. Settings remained unchanged when the organization's parent is changed.
Email Backup Report Emails a backup report for a specified period to organization managers or other email addresses of your choice.
Print Creates 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

Item Description
a Name Sets the name of this organization.
b

Compliance Settings

Activates Compliance Settings for this organization.
c Usernames are email addresses Requires usernames to be in the format of an email address.
d Inherit 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.

e Maximum user subscriptions Sets the maximum number of user subscriptions allowed for this organization.
f Move deactivated archives to cold storage for Allows you to set and view the cold storage period. After this period expires, the archives are deleted from the store point's file system.
g Backup disk quota Sets the total amount of storage the entire organization is allowed to consume.
h Backup 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.

i Backup user mobile quota 1 Sets the total number of mobile devices (iOS, Android, etc.) that are allowed to access the organization.
j Web 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.
k Web 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

Item Description
a Name Sets the name of this organization.
b Compliance Settings Activates Compliance Settings for this organization.
c Usernames are email addresses Requires usernames to be in the format of an email address.
d Inherit 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.

e Destinations Enables or disables backup to each of the configured destinations for users within this organization.
f Account devices Permits users to back up other devices within their own accounts.
g Local folders Permits users to back up to local folders (local hard disk or external drives).
h Accepting Indicates the applications accepted by this destination.

Reporting

organization reporting settings

Item Description
a Name Sets the name of this organization.
b Compliance Settings Activates Compliance Settings for this organization.
c Usernames are email addresses Requires usernames to be in the format of an email address.
d Inherited 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.

e Send backup report Enables or disables sending backup reports to org admins for this organization. Choose which days of the week you'd like to receive reports.
f Recipients Displays currently configured report recipients.
g Additional recipients Allows you to add or delete report recipients.
h Warning

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.

i Critical Configures 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

Item Description
a Name Sets the name of this organization.
b Compliance Settings Activates Compliance Settings for this organization.
c Usernames are email addresses Requires usernames to be in the format of an email address.
d Inherit settings from parent 1 Enables inheritance for indexing settings. Disable this option to configure indexing settings for the selected organization.
e Index 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.

f Do 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

Item Description
a Name Sets the name of this organization.
b Compliance Settings

Activates Compliance Settings for this organization.

c Usernames are email addresses Requires usernames to be in the format of an email address.
d Inherit 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.

e Select 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.

g Select 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.

i Inherit default roles from parent Enables or disables inherited default user roles.
j Add user roles Adds 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.
k Roles Lists the roles for the users in the organization. Click + to add or edit roles for the organization.

Reference

Organization reference settings

Item Description
a Name Sets the name of this organization.
b Compliance Settings Activates Compliance Settings for this organization.
c Usernames are email addresses Requires usernames to be in the format of an email address.
d External Reference Specifies optional external reference information such as a serial number, asset tag, employee ID, or help desk issue ID.
e Notes Specifies 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

Item Description
a Name Sets the name of this organization.
b Compliance Settings Activates Compliance Settings for this organization.
c Usernames are email addresses Requires usernames to be in the format of an email address.
d Inherit 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.
e Removable media 1

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

f Cloud 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.
g File upload 1
(Windows only)

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

h File restore 1

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

i Pattern 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

Item Description
a Adds users one-by-one. In order to begin backing up, the Code42 app must be installed on each user's device.
b Adds users in bulk by uploading a text file.
c Downloads a sample text file with information on how to format the text file.
d Uploads 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

Item Description
a Specifies email addresses of users you want to invite.
b Specifies the email address users reply to.
c Defines the subject line and body text of message that accompanies user instructions for downloading and installing.

Change organization

change parent organization

Item Description
a Searches for parent org name.
b Displays 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

Item Description
a Defines the start of the reporting period.
b Defines the end of the reporting period.
c Indicates whether or not you want child organizations included in the report.
d Specifies the email addresses of report recipients. Click + to add email addresses to the list. Click X to remove an email address.
e Adds 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

Item Description
a Action Menu Includes options to Print or Export (as CSV) the restore information.
b Operating System Displays the operating system of the device that received the restored data.
c User User 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).
d Restore To Device that received the restored data.
e # Files Number of files that were restored.
f Size Total size of the restored files.
g Transfer Rate Speed of the file restoration.
h Restore Date Date and time the restoration occurred.
i Duration Total 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

Item Description
a Usage Contains information about user storage, online devices, and restores.
b

Average Storage Per User

Average storage consumed by each user in your Code42 environment.
c Largest Archive The largest archive in your Code42 environment.
d Online Devices The 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.
e Storage 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.

f Last updated Indicates the last time the information in this graph was updated. (Storage statistics do not display in real time.)
g Last 30 Days
Code42 for Enterprise only
Total number of restores performed in your Code42 environment in the past 30 days.
h Files Restored
Code42 for Enterprise only
Total number of files restored in your Code42 environment in the past 30 days.
i Size Restored
Code42 for Enterprise only
The total size of all data restored within the past 30 days.
j Backup Restores Total number of restores initiated each day for the past 30 days.
k Destinations Displays information about storage space on the destinations in your Code42 environment. A different graph appears for each destination.
l Used Storage The total amount of data stored at this destination, calculated after compression and de-duplication.
m Destination 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

Item Description Click to view
a Action menu Contains commands available in the user list view.  
b Add a new user Displays pane in which you enter information to add a user.  
c Run a Device Report Navigates to the Reporting web app, displaying results based the users listed.  
d Selects all the users in the list.  
e Name User's first and last name. Selected user's details
f Username User'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
h Used Storage The 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

Command Description
Show Active Displays all active users. Not available when active users are displayed.
Show Deactivated Displays all deactivated users. Not available when deactivated users are displayed.
Show Invited Displays all users who have been invited to create accounts, but who have not yet created accounts.
Block Signs 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.
Unblock Unblock currently blocked users. Not available when the selected users are not blocked.
Reset Password Send an email containing a password reset link to the email address associated with the selected user(s).
Export All Export 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.

Field Description

userId

Identification number of the user.

orgId

Organization where the user resides.
username Login name for the user.
email Email address associated with the user's account.
displayName Name displayed in the administration console for the user.
status Status of a user is active, blocked, or deactivated.
computerCount Number of devices registered to the user.
shareDeviceCount Number of SharePlan devices associated with the user.
Deprecated—this information may no longer be accurate.
backupDeviceCount Number of devices associated with the user.
lastLoginDate Last 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

warningCount Number of user devices that have not backed up within the defined warning interval in the server settings.
criticalCount Number of user devices that have not backed up within the defined critical interval in the server settings.
targetComputer Identification number for the device used for computer-to-computer back up.
selectedFiles Total number of files selected for back up.
selectedBytes

Total number of bytes selected for backup.

lastBackupDate Date when any one of the user's devices backed up.
lastCompletedBackupDate Date 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

Item Description
a User's first and last name.
b User's organization.
c Action menu Displays actions you can perform.
d Username User's username.
e Email Address Email address associated with the user's account.
f Last Signed In Last time the user signed into the administration console.
g Backup Quota Amount of storage allotted to the user.
h Date Created Date the user profile was created.
i Used Storage Amount 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.
j Backup Restores Number of restores initiated, files restored, and total bytes restored over the past 30 days.
Click to view Restore History.
k Device Name List of the selected user's devices.
l Destination Name of the backup destination.
m Store Point Name of the store point.
n Selected Size 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.
p Last Activity Time since the last activity for the user's devices.
q Completed Time since the device last completed a backup to the specified destination.
r Roles Displays the roles assigned to the user.
s

Indexing

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

t Reference

Displays optional information about the user.

Action menu

Command Description
Edit Edits this user's information, including name, email address, and password.
Show Deactivated Devices Displays all of this user's deactivated devices. Not available when deactivated devices are displayed.
Hide Deactivated Devices Hides this user's deactivated devices. Not available when deactivated devices are currently hidden.
View Archives Opens 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.
Deactivate Deactivates the user. All associated devices are deactivated. Archives for all associated devices are placed into cold storage.
Activate Activates the user. You may also want to reactivate the user's devices.
Block Blocks 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.
Unblock Unblock currently blocked users. Not available when the selected users are not blocked.
Change Organization Moves selected users to a different organization.
Reset Password Resets the selected user's password.
Print Prints 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
a First and Last Name Edits the user's first or last name1
b Email Address Edits the user's email address1
c Username Edits the user's login name1
d Password Changes the user's password1
e Backup 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

Item Description
a Available Roles Roles 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.
b Current Roles Roles currently assigned to the selected user. Click a role to display the permissions associated with the selected role.
c Add Role Adds the selected role(s) to the user account.
d Remove Role Removes the selected role(s) from the user account.
e Currently Assigned Permissions OR Role's Permissions When 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.
f Cancel Reverts changes and close the Edit User pane.
g Update User Saves changes and close the Edit User pane.

Indexing

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

User Details - Edit - Indexing

Item Description
a Inherit settings from organization Enables inheritance for indexing settings. Disable this option to configure indexing settings for the selected user.
b Index 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.

c Do 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

Item Description
a External Reference Specifies optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID.
b Notes Specifies optional descriptive information.

Change organization

Move user

Item Description
a Search Searches available organizations
b Organization Selects 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

Item Description
a Your first name, last name, and the organization to which you belong.
b Action menu Displays actions you can perform. You can edit your profile and view deactivated devices.
c General Info Summary of your account activity
d Used Storage Size of your archives
e Backup Restores Number of restore sessions and the amount of data restored
f Device Name List of devices associated with your account
g Roles Displays roles assigned to you
h Reference Displays your External Reference and Notes fields

 

Action menu

From the My Profile action menu you can:

Name Description
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.
Print Prints the My Profile screen.

* Administrators only

General

Device Backup Settings, backup sets options

Item Description
a Backup Sets Displays Backup Sets sheet in which you can create and configure backup sets.
b Backup will run Indicates 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

c Verify selection every Scans 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.
d Lock Locks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
e Push Applies these settings to existing users in addition to new users.

File selection

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

Item Description
a Include files Adds 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.
c Included filenames list Displays 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.
d File Exclusion Adds pathnames of directories that should be excluded from backups of this device.
e + Adds item to the Excluded Files list.
f Exclude filenames list Displays 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.
g Lock Locks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
h Push Applies 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

Item Description
a Enable User Profile Backup Enables Windows user profile backup.
b Backup Frequency Defines how often Windows user profile backup runs.
c User Specifies a custom MigUser.xml. When an .xml is selected, the filename is displayed.
d App Specifies 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.
f Exclusion Specifies a custom Custom.xml. When an .xml is selected, the filename is displayed.
g Custom Specifies a custom .xml. When an .xml is selected, the filename is displayed.
h ScanState Options Specifies command line options for the USMT ScanState.
i LoadState Options Deprecated - no effect.
j Push Applies 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

Item Description
a Platforms Tabs display filename patterns to hide.
b   Enter filename pattern to exclude from backup.
c Regular Expression Enter text in the form of a Regular Expression (regex).
d + Adds text in text box to list of filename patterns to exclude.
e Import Displays window in which you can paste the contents of a text file with filename patterns / regex items you wish to exclude.
f Export Displays 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.
g Lock Locks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
h Push Applies these settings to existing users in addition to new users.

Frequency and versions

Frequence and Versions settings

Item Description
a Frequency - Back up new version Indicates how often Code42 for Enterprise backs up and creates new versions of files in your archive.
b Versions to keep from last week Indicates which versions to keep from last week (not including today).
c Versions to keep from last 90 days Indicates which versions to keep from last 90 days (not including last week).
d Versions to keep from last year Indicates which versions to keep from last year (not including the last 90 days).
e Versions to keep from previous years Indicates which versions to keep from previous years (not including last year).
f Remove deleted files after Period after which deleted files are removed from the archive.
g Lock1 Locks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
h Push1 Applies 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

Item Description
a Data de-duplication Controls 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.
b Compression Controls 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.
c Encryption enabled Indicates whether encryption is turned on.
d Watch file system in real-time Indicates whether the Code42 service is constantly monitoring for file changes.
e Back up open files Indicates whether files that are open (in use) at the time of back up will be backed up.
f Lock Locks this setting to prevent users from changing it in their personal settings.
Available in Code42 for Enterprise only.
g Push Applies these settings to existing users in addition to new users.
Last updated: 

September 12, 2017