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ShadowControl CMD User Guide

1. 2 or similar 4 Type in contact information for either a primary or secondary contact if the site has separate contacts as opposed to the administrator 5 Select to send either of these contacts CMD reports or email alerts Note The contact must have a valid email address listed to receive CMD reports 6 Specify the contact s preferred language for reports and alerts 7 Decide to either use the organization s Status Rules or to define custom rules for this site See Using Status Rules for details 8 Click Save to save the new site New EndPoints can now enroll into this site or the administrator can edit an existing EndPoint s settings to make it a member of this site 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 27 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Tags This dialog displays the list of existing user defined tags with the option to create edit or delete tags Ij tags Add Tag FT Bldg ImageReady 2 Xx UEFI MoBo 2 X Windows 7 2 X Tags simplify EndPoint searches as a filter to display only those sharing a common characteristic or role To create a tag 1 Enter a name 2 Click Add Tag CMD also supports adding tags directly from the EndPoint Details Info section Note Tags support multi lingual characters Renaming Tags Click 4 to change the tag s name CMD updates the name and preserves the link to all EndPoints using this tag Deleting Ta
2. ShadowControl displays the location and date time stamp of the exported database file Right click on the file name and click Save Link As Select an external destination for the backup database file Click Save ShadowControl saves a copy of the file to the destination Since the database does not include the branding graphics keep a copy of these on the destination drive as well The database also does not include network settings or custom SSL certificates keep a copy of these for reference To Restore the CMD Appliance 1 2 U BR WwW On new or restored hardware confirm access to the external or network drive with the CMD database backup file Rerun the ShadowControl install program The Initial Appliance Setup dialog displays a choice of configuration options STORAGECRAST IJ initial Appliance Setup con How would you like to configure this appliance w appli Setup a new appliance STORAGECRAFT Restore this appliance from a ShadowControl database backup file Provide the ShadowControl database backup file for the Appliance you are restoring Backup File Browse No file selected Save Select Restore this appliance from a ShadowControl database backup file Click Browse to locate and select the backup file Click Save The setup program restores the appliance s configuration Note No access code is required to do this restore Manually reconfigure the appliance s time zone network
3. J Add User Configure user account settings for logging into this appliance Username Password Confirm Password Email Preferred Language Role Save To add a user English z Choose a role to set the new users access Superadmin grants full access Admin grants access to manage only assigned Organizations Read Only grants read only access to assigned Organizations Superadmin 1 Type in a name password and valid email address for the user The email address is optional but without it the user does not receive notifications 2 Select a preferred language for reports and notifications sent to this user 3 Select the user role 4 Selecting either the Admin or Read Only user role displays a list of available organizations to assign to this user Role Organizations Read Only v Acme QA Division STC Corp 4 To assign an organization to the new user mark the checkbox next to one or more of the listed organizations 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 29 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 5 Click Grant Access Use Remove Access to unassign an organization for this user 6 Click Save to create the new user account Appliance Settings The Appliance Settings option in the Navigation panel displays the system s current settings tom int appl02 w System Info Version ShadowCo
4. Note Both organization and site names support non English characters They do not however support control characters such as amp and similar 2 If the organization has separate contacts in addition to the administrator type in their information By typing in valid email addresses these contacts can also receive reports on the site s EndPoints Select to send the contact either or both reports and alerts Select the contact s preferred language so CMD sends the report in the appropriate language Decide to uo BR WwW a Use the Default Organization s status rules the default selections under Status Rules or to b Create a set of custom rules for this organization See the section on Using Status Rules for more information on configuring rules 6 Click Save to save the new organization New EndPoints can now enroll into this organization or the administrator can edit an existing EndPoint s settings to make it a member of this organization 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 26 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Edit Organization Status Rules All organizations inherit their status rules from the Default Organization on the appliance To edit these rules 1 Select an organization in the list using the checkbox next to its name 2 If you want to edit the rules for all of the organizations check the box next to Organizations at the top 3
5. The SuperAdmin can define as many administrators and read only accounts as needed For example additional read only accounts can be for different personnel to receive notifications or reports The SuperAdmin can also assign additional users with SuperAdmin rights if needed to administer the appliance and appliance accounts On portal equipped sites there is a portal SuperAdmin to oversee subscribed appliances 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 12 of 67 SSS sTORAGECRAFT CMD APPLIANCE I CMD APPLIANCE PORTAL SUPER ADMIN I CMD APPLIANCE I CMD APPLIANCE I ShadowControl CMD User Guide SuperAdmin of A ADMIN 1 ADMIN 2 ORGANIZATION ORGANIZATION SuperAdmin of B ADMIN 1 ADMIN 2 ORGANIZATION ORGANIZATION ITE SuperAdmin of C ADMIN 4 ADMIN 2 ORGANIZATION ORGANIZATION SuperAdmin of D ADMIN 1 ADMIN 2 ORGANIZATION ORGANIZATION Portal SuperAdmins monitor two or more CMD appliances Again the Portal SuperAdmin can define additional accounts as needed for reporting or notifications The Portal SuperAdmin can also assign accounts to monitor specific EndPoint assignments as part of an Org Group 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Reports CMD offers four possible sections in a report EndPoint Summary A general report on the monitored EndP
6. Click Edit Rules to view the selected organization s status rules and modify them 4 Click Save to keep the changes See Using Status Rules for more information Sites Organizations are collections of EndPoints Sites are a subcollection of EndPoints from an Organization that share common settings or a common location To add a site to an organization 1 Click Organizations in the navigation panel 2 Select an organization to add a site to 3 Click in the organization s Actions column CMD displays the Add Site dialog J Add site Site Name Organization Americas Contacts Fill in primary and secondary contact information Primary Contact Secondary Contact Email Address Email Address First Name First Name Last Name Last Name Phone Phone Company Company Street Address Street Address City City State Provence State Provence Country Country Postal Code Postal Code v Send Reports Send Alerts Send Reports Send Alerts Notification Language English X Notification Language English v 3 Type in a name for the new site Select a name that reflects the shared characteristic of the EndPoints in this group This could be a location Second Floor London etc or it could be a department Finance Sales etc or a platform Windows XP Windows 7 etc Note Site names support multi lingual characters However these names do not support reserved control characters such as uw mous 4 amp
7. SSS sTORAGECRAFT STC Appliance SHADOWCONTROL Weekly Report Ma EndPoint Summary EndPoint Status Overview EndPoint installs E e mages Backup Success Rate Overview Total EndPor Backep States EndPoint Platforms 1 LumCo Data Systems EnePoint Backup Success Rate Feade sows Wal EndPoint Status Last Backup LumCo Data Systems EndPoint Time Online Average Daily Offline Events Status OS Version Fi s Ma I Storage Statisties LumCo Data Systems Size of stored backup images from all endpoint Average Daily Storage Usage Additional Storage Forecast based on recent usage 6 Months Per EndPaint Entire Organization 3 Months 18G8 153 MB 12 Months Baceup Fue sae tast Backup Backup Success Rate Calculation ShadowControl CMD User Guide CMD sets the threshold for the backup success rate according to the machine type Critical Semi critical and Non critical Note These thresholds are set by CMD and are not adjustable They are distinct from those used by the status rules for email alerts These alerts only appear in reports Critical Machine Type Percentage over the Report Time Period orate Over 80 Good Over 70 Warning Under 70 Critical Semi critical and Non critical Machine Types Percentage over the Report Time Period State Over 70 Good Over 40 Warning Under 40 Critical 2013 StorageCraft Technology Corporation Color Blue Yellow Red Color
8. Blue Yellow Red StorageCraft Support Center Page 63 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Offline Alert Rate Calculation CMD also sets the threshold for the offline alert rate for reports according to the machine type Critical Semi critical and Non critical Critical Machine Type Percentage over the Report Time Period Status Color Under 20 Good Blue Under 30 Warning Yellow Over 30 Critical Red Semi critical and Non critical Machine Types Percentage over the Report Time Period Status Color Under 70 Good Blue Under 80 Warning Yellow Over 80 Critical Red Note that CMD uses a distinct and lower average online time for both semi critical and non critical systems 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 64 of 67 SSS sTORAGECRAFT ShadowControl CMD User Guide 5 3 ShadowProtect Licensing The Additional Information section under Reports can display ShadowProtect license usage from EndPoints that subscribe to this appliance Click ShadowProtect Licensing to display this report i ShadowProtect Licensing w Americas License EndPoint 6 1 7606 test 420 027 None test 425 030 v APAC License EndPoint 6 1 7601 vm2000sv en 6 1 7607 test 420 001 v EMEA License EndPoint None CMD EP 2008 1 None LAP W7 DaD CMD orders these details by organization 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 6
9. Edittags Important Applications The Info section also provides options for editing various fields It also has the option to create tags for identifying similar devices using the Search function Description CMD Version Identifies the installed version of the CMD agent Reflects the current Event Log displays condition for the the CMD log not device the Windows Offline Critical System Log to Warning Good show the cause of alerts Acts like the View details option in the Outstanding Conditions section Identifies the System Log displays operating system the Windows version System Log for the device Processor Identifies the system processor Memory Displays the amount of RAM and page file size Last Restart Gives hours or days since the device restarted IP Addresses Identifies both primary and any subnet addresses 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 48 of 67 SSS sTORAGECRAFT Locale Machine Importance Machine Type 2013 StorageCraft Technology Corporation Uses the Windows Time Zone data Identifies the device s CMD Organization Identifies the site the device is a member of within the current organization shown above Displays critical semi critical or non critical The default setting results from CMD best guess based on the Machine Type Shows Server Desktop Laptop or Virtual The default setting results from CMD
10. EndPoint Details Refer to the Navigation Panel for details on the settings pages 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 42 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide EndPoint List By default the CMD console displays a list of all subscribed EndPoints on this appliance J EnaPoints 12345 gt Show20perpage EndPoint Organization Site Status Last Backup Tags B test 420 208 STC STC Corp Offline 19 hours 19 hours Exchange DO test 420 001 Default Organization Offline 45 hours oO test 420 002 acme Critical 3 days gata CMD EP 2008 1 acme acme north Critical 2 days oO LAP W7 STC STC Corp Critical 46 hours o cmd endpoint xp 1 STC STC Corp Warming CI LAP W7 DaD STC STC Corp Warning 25 min Finance oO test 420 008 STC STC Corp Warning 11 min O test 420 027 STC STC Europe Good O test 420 029 Default Organization Good Oo test 421 003 STC STC AU Good oO test 421 004 Default Organization Good pit test 425 030 STC STC Europe Good 26 min Exchange oO vm2000sv en Default Organization Good O test 420 006 STC STC Europe Warning 11 min 12345 gt Show20perpage The list identifies each with Description Displays the appropriate icon for the device s machine type server desktop laptop or virtual Its color represents the EndPoint s current condition Good Warning Critical Offline Displays the name of the device Organization Site Displ
11. Guide Multiple Organizations and Sites Each appliance can support multiple organizations each with its own set of sites and each with its own set of status rules ShadowControl CMD A APPLIANCE SE uy By defining multiple organizations and sites administrators have a convenient way to send different individuals as contacts or administrators notifications and reports based on their roles or area of responsibility MSPs can define organizations and sites to closely match their client base and their EndPoints 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 10 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide CMD Portal Org Groups Administrators who implement a portal have an additional level of grouping called the Org Group An Org Group is made up of selected sites and organizations from one or more monitored appliances PORTAL Z APPLIANCE APPLIANCE My Epwi Da Ta o Ta v T v Ta v Like an individual appliance s organization or site a portal s Org Group can have separate status rules that flow down to each of its organizations and sites Note Assigning status rules to an Org Group overrides any existing status rules applied at the appliance level to the sites or organizations that are part of the Org Group An Org Group can also have a separate set of contacts for notifications and reports 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 11
12. KO Korean ZH CN Chinese Simplified ZN TW Chinese Traditional Example ShadowControl_CMD_Setup_1 2 exe Install TARGET C Program Files StorageCraft CMD LANG en POWER Reboot 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 20 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 3 Understanding the CMD Console The CMD console displays current EndPoint status information and provides access to the configuration and operating controls for CMD STORAGECRAFT User superadmin unt Sett ielp EndPoints EndPoints Current List 12345 Show20perpage Organizations EndPoint Organization Site Status Last Backup Tags Tags E test 420 208 STC STC Corp Offline 19 hours 19 hours Exchange Reports F J l test 420 001 Default Organization Offline 45 hours Appliance Accounts E test 420 002 acme Critical 3 days Appliance Settings x a CMD EP 2008 1 acme acme north Critical 2 days Total EndPoints 92 Cattical 7 oO LAP W7 STC STCCop Critical 46 hours Waming 36 omine 2 o cmd endpoint xp 1 STC STCCorp Waming g LAP W7 DaD STC STCCorp Warming 25 min Finance gt Advanced Search E test 420 008 STC STCCorp Waming 11min Search oO test 420 027 STC STC Europe Good oO test 420 029 Default Organization Good a oO test 421 003 STC STC AU Good STORAGECRAFT E test s21 004 Default Organization Good Ey test 425 030 STC STCEurope Good 26 min Exchange O vm2000sv en Default Organization Good oO te
13. Organization and Site unless the EndPoints are assigned to a defined organization or site during the subscription process We recommend assigning each EndPoint to an appropriate organization or site rather than keep EndPoints in the Default Organization and Site 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 8 of 67 SSS sTORAGECRAFT Using Sites A CMD organization can be further subdivided into one or more sites oe ShadowControl CMD APPLIANCE y V CMD agent CMD agent ENDPOINT ENDPOINT CMD agent o CMD agent ENDPOINT ENDPOINT ShadowControl CMD User Guide All EndPoints should belong to a defined organization However sites are an optional subdivision to an organization Although optional sites are useful in focusing attention on specific EndPoints within an organization They also provide a convenient way to send different individuals as contacts or administrators notifications and reports based on their individual roles Again while the name Site implies a physical location a CMD site can represent any shared relationship or characteristic between a set of EndPoints A relationship could include a company role division product or location A site could also represent characteristics such as operating system application or hardware type 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 67 SS sTORAGECRAFT ShadowControl CMD User
14. all monitored EndPoints V EndPoint Backup listing of last backup for each ShadowProtect installation Administrator Report Send Appliance level organizational report to Administrators of each Appliance Send reports Never Report will contain a Summary section and any of the following sections Y EnaPoint Status overall status of all monitored EndPoints EndPoint Backup listing of last backup for each ShadowProtect installation Organization Report Send an organization report to the primary contact of each organization on all appliances Send reports Never X Report will contain a Summary section and any of the following sections 7 EndPoint Status overall status of all monitored EndPoints EnaPoint Backup listing of last backup for each ShadowProtect installation Copy Schedule to Appliances These report scheduling settings are similar to the Appliance Reports settings for a CMD appliance with these exceptions e These portal report settings are sent to each of the appliances These settings will then supercede any existing settings on the appliances for the associated reports The individual appliance s SuperAdmin or administrators can however adjust these settings on their individual appliances as needed afterwards e These settings apply globally to all reports for the affected organizations appliances or SuperAdmins e These settings are not stored at the portal level Instead they are copied
15. an additional navigation menu option will appear EndPoints to display the list of monitored devices Org Groups As CMD s span of control increases with multiple appliances adminstrators can define sets of organizations into Org Groups These Org Groups can include one or more organizations from each of the subscribed appliances 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Organizations and Sites CMD administrators can group EndPoints into organizations and sites for ease of management MSP 1 u APPLIANCE ge V w CMD agent CMD agent ENDPOINT ENDPOINT Fa V p CMD agent CMD agent ENDPOINT ENDPOINT Note Although organization and site imply a company name or physical location these groupings can represent any common characteristic shared by a set of EndPoints They can also represent a reporting group where particular individuals need reports on the selected EndPoints Each organization or site can also have its own set of Status Rules allowing a high degree of granularity for alerts For example a Servers organization could have rules specific to their critical role while a Laptops organization could have more lenient rules appropriate to that platform Default Organization and Site The CMD appliance includes a Default Organization with a Default Site CMD assigns all new EndPoints to this Default
16. custom rules for this site See Using Status Rules for details 4 Click Save to save the new site New EndPoints can now enroll into this site or the administrator can edit an existing EndPoint s settings to make it a member of this site 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 24 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Organizations The Organizations option displays a list of the currently defined organizations and their sites on this appliance Organizations are collections of EndPoints Sites are a subcollection of EndPoints from an Organization that share common settings or a common location i Organizations Organizations are collections of EndPoints Sites are a subcollection of EndPoints from an Organization that share common settings or a common location To add a site to an organization select Add Site from the Actions column Organization Site Inherit Status Rules EndPoint Count Actions Americas 37X Utah Yes 1 o e x APAC 2 27 X Bejing Yes 1 D e x EMEA 2 37 X Italy Yes 4 o amp x Default Organization 0 8E Add Organization The list displays Column Description Organization Site Inherit Status Rules Shows the organization s name and any sites that are part of it Indicates if the site uses the same status rules as its parent organization EndPoint Count For organizations lists the total number of EndPoints subscr
17. down to and stored at the affected appliances 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 39 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Defining Portal Accounts and Settings This section covers e Portal Accounts e Portal Settings Portal Accounts The Portal Accounts option in the Navigation panel acts the same as the Appliance Accounts option on an individual appliance Use this option to specify SuperAdmins administrators and read only access for this portal The difference is that an administrator or read only account on the portal can be assigned to organizations from mu tip e rather than just one appliance Portal Settings Select this Navigation panel option to display the portal settings in the Main panel Jtom int appio2 w System Info Version CMD v1 1 1 20347 1 6 20347 10 Update Appliance Access Code fubar RAM Usage 7 MB of 488 MB available 98 4 used Disk Usage 7 GB of 9 GB available 19 3 used CPU Usage 0 00 Load Average 5 min 0 25 Appliance Timezone America Cuiaba America Curacao America Danmarkshavn America Dawson America Dawson_Creek Set Timezone RebootAppliance Shut Down Appliance gt Email Settings gt Network Settings gt Security These sections appear and the settings function the same as for the Appliance Settings on a single CMD appliance The difference is the lack of a subscription section at the bottom as a por
18. hardware or as a virtual machine e Create one or more organizations to associate EndPoints with similar functions or locations e Create one or more sites within each organization to further associate EndPoints with similar requirements e Install the CMD agent on each ShadowProtect guarded system e Assign each agent to an organization or to a site to monitor it using the CMD console The CMD appliance begins to receive a stream of status data over a encrypted link from each EndPoint every five minutes WINDOWS WINDOWS SERVER EXCHANGE SERVER w k ENDPOINT ENDPOINT Devices send status reports to CMD over SSL ka ShadowControl CMD ni APPLIANCE inning on Linux CLIENT WORKSTATION i VIRTUAL MACHINE Eg VI 9 97 w wv CMD agent CMD agent Ch ENDPOINT ENDPOINT Each CMD EndPoint reports to the CMD appliance using SSL over Port 443 Status Rules A major benefit of CMD is the ability to set alert thresholds called Status Rules on changes occurring in each EndPoint Status rules can be set at the organization or the site level Examples of status rules include the number of backup failures online or offline status and backup file size Using these status rules the appliance can sort and display the EndPoints based on their condition Good The EndPoint and backups are normal Warning Activity on the EndPoint has exceeded one or more status rule thresholds set at the Warning level e e e Critical Activity on
19. installed at each EndPoint If there are multiple appliances a CMD appliance can also serve as a Portal to monitor all the appliances and all their EndPoints Administration Schema To supervise these components CMD provides a granular schema for administrative roles These roles differ primarily in the scope of the EndPoints they oversee e A Portal SuperAdmin manages users and Org Groups on the portal as well as schedules reports on subscribed CMD appliances A portal superadmin can also view the status of all EndPoints on all subscribed appliances e A CMD SuperAdmin manages the CMD appliance as well as add edit or remove all Organizations Sites EndPoints user Accounts and Rules applied to this specific appliance e An administrator can add edit or remove sites as well as monitor all EndPoints for selected organizations on a specific appliance e A Read only account on an appliance can view the status of EndPoints in one or more organizations or one or more sites on that appliance A Read only account created at the Portal level can view the status of EndPoints in one or more organizations or sites from one or more appliances See Administration for further details on these roles 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 1 1 CMD in Operation To begin using CMD an administrator would e Install the CMD appliance either on standalone
20. produces an alert for each non VSS backup This results in a continuous flow of notifications for these non VSS EndPoints To avoid this 1 Create an organization or site for these devices Name this group Won VSS Systems or similar 2 Group all non VSS systems into this site or organization 3 Select the non VSS site or organization and open its Status Rules page 4 Uncheck the Non VSS Backup rule to disable it This prevents the issuing of continuous notifications for these EndPoints EndPoints that do use VSS however keep the Non VSS rule and generate alerts if VSS fails 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 19 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Silent Install You can also perform a silent install of the CMD agent This is useful to push the agent out to EndPoints via a policy The CMD agent silent Install command syntax is ShadowControl_CMD_Setup_ver exe Install TARGET LANG POWER Parameters TARGET Specifies the EndPoint s fully qualified install directory LANG Valid arguments are de en es fr it pt PT pt BR tr ja ko zh CN zh TW Valid arguments are Reboot or Shutdown This parameter instructs the installer to either reboot the EndPoint or POWER power it down after installing the agent Language Arguments DE German EN English ES Spanish FR French IT Italian PT PT European Portuguese PT BR Brazilian Portuguese TR Turkish JA Japanese
21. suppose you ve organized your EndPoints by department and then by data priority such as an Accounting organization with a subset of vital machines in a Critical site You can set custom rules for the Accounting organization then even more detailed rules for the subset of machines in the Critical site Device Priority Problem Your IT staff has only so much time They can t always address every individual problem right away but you know for sure that a problem with a server needs immediate attention while a problem with an employee laptop could be addressed later You need a way to monitor what s happening by machine type CMD Solution ShadowControl CMD gives you ways of seeing the status information you need It s easy to distinguish between different machine types e Install the ShadowControl CMD agent on each server desktop and laptop Subscribe each to a CMD appliance e In the ShadowControl CMD console select each EndPoint and designate it as a Server Desktop or Laptop using the provided dropdown e Filter through your EndPoints on machine type Machine type serves as a predetermined tag for an EndPoint allowing searches to find them when you need to Senior Management Reports Problem It s budget time and executives have asked you to let them know how well your backup and disaster recovery plan performs They need to know if it warrants continued investment You need a way to generate a report that details you
22. want to search you can click Search A search term isn t necessary The EndPoint List in the Main panel will change to display only those EndPoints that meet those search criteria For example to display all EndPoints that are servers 1 Uncheck Desktop Laptop and Virtua under Type Leave Server checked 2 Click Search The EndPoint List now displays only the servers subscribed to this appliance Enter one or more search terms to find matches in the EndPoint list Click Search to display them You can also search for EndPoints with various characteristics using Advanced Search For example to search for a status list or EndPoints that match a search term check at least one machine type Next check the status you want to view Click Search CMD displays all EndPoints of the selected machine type that also have the selected status Note You must select at least one machine type when doing an advanced search Otherwise the search will fail 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 41 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 3 2 Main Panel The CMD console s Main panel can display e A default list of all subscribed EndPoints sorted by status and then by name e A specific EndPoint s configuration and status when an EndPoint is selected from the list e Various settings pages for the options in the Navigation panel This section discusses the first two e EndPoint List e
23. 1 MB No No More details These volume details include Description Displays the volume label for all partitions on each accessible drive to the device Note This list might display hidden volumes OS Volume _ Indicates whether this is a boot volume Protected Indicates whether ShadowProtect performs backups of this partition Displays a list including e the mount point More details e free total space e sector cluster size e if ShadowProtect backs up this partition 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 53 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide ImageManager This section displays the ImageManager licensing details for this EndPoint Note CMD displays a message if ImageManager is not installed If ImageManager is installed but not registered CMD will only show the version number ImageManager Version 6 0 0 22463 en StorageCraft ImageManager Registered User DaD Company StorageCraft Serial Number 0 1 13924 2 1 15272 Managed Folders 14 Folder Details Licensing License Type Total Available Assigned to Agent In Use by Agent ShadowStream Jobs 10 9 1 0 FTP Jobs 10 8 2 0 HSR Jobs 10 9 1 0 Network Jobs 10 8 2 0 If one or more of ImageManager s premium features are installed CMD will show e The number of licenses for each type of premium feature e The number of assigned vs available licenses e If any premium feature license is expired Ref
24. 5 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 6 Upgrading CMD CMD includes an automated system to upgrade portal appliance and EndPoints to the latest software version The System Info section of the Appliance Settings screen will show an Update Appliance button when CMD detects a new version available for download System Info Version adoy gt Update Appliance Click Release Notes to review new features or enhancements of the upgrade Online refer to the CMD ReadMe file 5 24247 1 7 24247 22 Release Notes Click Update Appliance and CMD will install the latest software on the appliance It will then automatically push the latest client software to each EndPoint and install it amp No reboot is necessary at the EndPoints after an upgrade In rare cases an EndPoint may lose contact with the CMD appliance if the appliance was reinstalled during an upgrade If this occurs open a command prompt as administrator Use the stccma unsubscribe F command found in the Program Files x86 StorageCraft CMD directory to force a change in subscription Use the stccmd subscribe ipaddress command with the appliance s IP address to renew the connection Push Updates for EndPoints Push Updates for EndPoints only works for CMD agent versions 1 1 1 and newer Earlier versions require manual updating 1 Download the latest agent from the Support page 2 Copy unzip and run the client on each EndPoint The update w
25. Alert using Seventy Warning Note By default all the status rules are active with thresholds set based on best practice Administrators can select which rules to apply to a given organization or site Severity and Status Icons Each of the rules includes a setting for severity Warning or Critical CMD uses the severity setting to change the icon shown for the affected EndPoint in the EndPoint list An administrator can select this severity setting based on their requirements or concerns for their EndPoints For example an administrator may group all servers into one site called Servers and set the Non VSS Backup rule to issue a critical rather than a warning alert when a single non VSS backup occurs on a server Site vs Organization Status Rules Sites inherit their parent organization s status rules by default Administrators can create unique status rules for a site by choosing to disinherit the site from the parent organization w Status Rules Select the default rules and conditions that will trigger a status alert Inherit all rule settings from Organization or set overrides for all V Inherit status rules from Organization With the Inherit box checked the same status rules apply for both the parent organization as well as for the child site If an administrator unchecks the Inherit box the default values remain for the status rules remain only now the administrator can modify one or more of the thresholds to create a cus
26. CMD appliance the target the target appliance automatically becomes a Portal This subscription enables the Portal features on the target appliance Access to the portal is the same as with other appliances via a browser enabled console This section covers Understanding the Portal Console Using Org Groups Portal Report Scheduling Defining Portal Settings 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 34 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Understanding the Portal Console The Portal console provides configuration controls and displays the status of all EndPoints on all subscribed appliances STORAGECRAFT User superadmin t 2 CMD PORTAL EndPoints fl EndPoints Appliances EndPoint Appliance Organization Site Status LastBackup Tags E vista x64 en VitualAppliance Approval 5 min Default Reports Organization Required Org Groups 5 win adovcasrsar VidualAppliance 1stOrgGroup Omine 8 hours Organizations vin winz vc Vituatrppliance tstOrgGroup Critical Portal Accounts BAN vmxppro x64 EN VirtualAppliance 4stOrgGroup Critical 6 min Portal Settings E win x06 Virtualappiance Total EndPoints Critical E vm2o00pro en virtuatAppliance Waming aaao B vmsvs 2003 en virtuatappiiance Good emin E vu winzxss Pc Virtualappliance Good erin S The Portal console is divided into three panels Navigation Panel Located at the left side of the console the N
27. Click Save to save the new settings Use the Appliance Accounts option in the Navigation panel to change the administrative role if needed Opens a new tab in the browser to display Help this ShadowControl CMD User Guide Logout Logs out the user out of the appliance console Shows the name of this appliance This identification is useful for managing multiple CMD appliance systems Appliance Identifier 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 55 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 4 Using Status Rules Status Rules are the heart of CMD s monitoring Both CMD organizations and sites have status rules By default sites inherit settings from their parent organizations Administrators can choose to have a site not inherit so they can specify unique rules for the site The CMD appliance includes the following default Status Rules Status Rules Select the rules and conditions that will trigger a status alert J Backup Fife Size Trigger an alert if a backup file size exceeds the threshold Size exceeds 1 GB Alert using Severity Warning lt Non VSS Backup Trigger an alert when the number non optimal crash consistent backups exceeds the threshold Nom VSS backups 1 Alert using Severity Waming lt ImageManager Status Trigger an alert if the number of lImagelManager errors exceeds the threshold ImageManager Errors 1 Alert using Se
28. If you need to reboot or shutdown the appliance you can do so from the CMD console 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 17 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 2 2 Installing the CMD Agent You must install the CMD agent software on each device you want to monitor System Requirements e CMD client s hardware and software requirements are the same as for ShadowProtect e CMD supports ShadowProtect versions 4 x and newer Remote licensing requires ShadowProtect 4 2 5 or newer e The agent communicates with the CMD appliance using two required ports either Port 443 or 8443 selectable during installation and Port 5556 Note While you can monitor devices that do not have ShadowProtect installed CMD only provides minimal detail on those systems Warning CMD v1 1 1 and newer does not support Windows 2000 EndPoints Furthermore legacy CMD client software for Windows 2000 will not interoperate with CMD v1 1 1 or newer appliances Use the ShadowProtect console s management tools to monitor Win2K EndPoints as an alternative You can install the CMD agent e Directly on the EndPoint e Via Silent Install Working with Non VSS Systems Some EndPoints may not support VSS backups On these non VSS systems a default CMD Status Rule produces an alert for each non VSS backup This results in a continuous flow of notifications for these non VSS EndPoints To avoid this Create
29. Org Group page Icon Description Function gt Blue pencil Opens the selected Org Group s configuration page Use this M on page to edit the selected Org Group s name contacts or status rules See Using Status Rules for more details x ee delete Deletes the selected Org Group Opens a Org Group configuration page Specify the name Add Org and contact info for this new Org Group Group duitan Note Org Group names support multi lingual characters Click Organizations in the Navigation panel to add organizations to a defined Org Group shown in the dropdown box Organizations Assign the Organizations from the Appliances into Org Groups Use the options in the Appliance views to create new Organizations Organization Appliance Org Group 1stOrgGroup VirtualAppliance MSP 1 B 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 38 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Portal Report Scheduling Select Reports in the Portal Navigation panel to display the Report Scheduling page in the Main panel I Report Scheduling Schedule the generation of reports tailored to specific administrators and contacts Reports are sent by email according to the selected schedule SuperAdmin Report Send a report to Appliance SuperAdmins for each appliance Send reports Never Report will contain a Summary section and any of the following sections EndPoint Status overall status of
30. SSS sTORAGECRAFT ShadowControl CMD User Guide StorageCraft Copyright Declaration StorageCraft ImageManager StorageCraft ShadowProtect StorageCraft Cloud and StorageCraft Cloud Services together with any associated logos are trademarks of StorageCraft Technology Corporation in the United States and elsewhere All other brands and product names are or may be trademarks or registered trademarks of their respective owners Table of Content Table of Content 1 CMD Overview 1 1 CMD in Operation 2 Installing CMD 2 1 Installing the CMD Appliance 2 2 Installing the CMD Agent 3 Understanding the CMD Console 3 1 Navigation Panel 3 2 Main Panel 3 3 Session Panel 4 Using Status Rules 4 1 Status Rules Details 5 Reporting 5 1 Report Scheduling 5 2 Sample Report 5 3 ShadowProtect Licensing 6 Upgrading CMD 7 CMD Backup and Restore 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 2 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide ShadowControl CMD User Guide Welcome to the StorageCraft ShadowControl CMD User Guide This Guide describes the CMD monitoring technology how to use the product and how to derive maximum benefit from CMD This Guide includes the following major sections CMD Overview Installing CMD Understanding the CMD Console Using Status Rules Reporting Upgrading CMD CMD Backup and Restore Additional Information For emerging issues and other resources see the
31. an organization or site for these devices Name this group Won VSS Systems or similar Group all non VSS systems into this site or organization Select the non VSS site or organization and open its Status Rules page Uncheck the Non VSS Backup rule to disable it This prevents the issuing of notifications for these EndPoints EndPoints that do use VSS keep the Non VSS rule and generate alerts if VSS fails RWNF 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 18 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide EndPoint Install To install the agent directly on the EndPoint Download and run ShadowControl_CMD_Setup_1 2 exe Select the language to install CMD then click Next On the Welcome page click Next On the License Agreement page select I accept the terms of the license agreement then click Next Note You must accept the license agreement to install CMD On the Installation Type page select the type of installation then click Next o Complete Installs the CMD agent using the most common settings o Custom Lets you specify all CMD agent settings 6 On the Appliance IP Address page specify the required information then click Next AUNE ul DNS Host The hostname or IP address of the CMD appliance where you want to subscribe this endpoint Select Use Alternate Port to have the endpoint communicate with the CMD appliance on port 8443 rather than the Name IP default SSL p
32. analyzing the device to make a best guess as to its type A correct Machine Type allows CMD to accurately monitor and report conditions Displays any user defined tags applied to this device Tags simplify locating specific EndPoints based on a common characteristic or role Click Edit to display a dropdown box of available CMD organizations Click Edit to display a dropdown box of available sites within the current CMD organization It will also offer the Manage Sites option which opens the Sites page Click Editto display a dropdown box for choosing one of the three options Click Edit to display a dropdown box for choosing one of the four options Click Edit tags to open the list of defined tags and select one or more for this EndPoint The list includes the option to create more Note Tags support multi lingual characters StorageCraft Support Center ShadowControl CMD User Guide Page 49 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Important Displays a list of Applications critical applications running on this device CMD performs a check to automatically identify these which include SQLServer ITS and Microsoft Exchange 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 50 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide ShadowProtect The ShadowProtect section displays the version number and license status of the ShadowProtec
33. ation Default Organization v You can modify the list of EndPoints using the filtering options Filter Description Displays all EndPoints matching the selected organization from the dropdown box Initially this is the Default Organization Organization EndPoints marked with a checkmark are members of the selected organization in the previous dialog Tag Displays all EndPoints labeled with the selected tag from the dropdown box All Displays all EndPoints subscribed to this appliance Those EndPoints already assigned to the selected site or EndPoints organizations have a checkmark Add Organization Click Add Organization to add a new organization Add Organization Organization Name w Contacts Fill in primary and secondary contact information Primary Contact Secondary Contact Email Address Email Address First Name First Name Last Name Last Name Phone Phone Company Company Street Address Street Address City City State Provence State Provence Country Country Postal Code Postal Code vi Send Reports Send Alerts Send Reports Send Alerts Notification Language English Ad Notification Language English X To add a new organization 1 Type in a name for the new organization Select a name that reflects the shared characteristic of the EndPoints in this group This could be a location Second Floor or it could be a department Finance or a platform Laptop or Windows 2K
34. avigation panel provides access to the tasks and tools necessary to configure and monitor EndPoints For more information see the CMD console Navigation Panel section Main Panel Located at the center of the console the Main panel displays various lists or configuration settings depending on the option selected in the Navigation panel The default is to display a list of all EndPoints the Portal monitors For details see the CMD console Main Panel section Session Panel Located at the top of the console the Session panel displays the Portal indicator the name of the currently logged in user and options for account settings Help and Logout For more information see the CMD console Session Panel section 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 35 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Portal Navigation Panel The left side Navigation Panel provides access to the Portal s tasks EndPoint summary and Search capability EndPoints Appliances Reports Org Groups Organizations Portal Accounts Portal Settings Total EndPoints Critical Warning Offline oe oo amp 6 gt Advanced Search Search The selections include EndPoints Displays a list of all the EndPoints on all subscribed appliances in the Main panel Note Use the Search feature to filter the list Appliances Displays the list of subscribed appliances in the Main panel Click on an appliance to displa
35. ays the EndPoint s site and organization as assigned If not assigned it is automatically in the Default Organization Displays the condition of the EndPoint If its status is Offline the field also shows the length of time the EndPoint has been offline Shows the elapsed time since the last backup If CMD cannot Eastbackup detect this the field is blank Tags Shows each EndPoint s user defined tag as assigned in the g EndPoint Details screen The page shows up to 20 EndPoints If there are more than 20 subscribed EndPoints CMD creates additional pages The EndPoints appear in order of status then by device name 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 43 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Sorting the EndPoint List Click on a column heading to sort by that column CMD can sort the EndPoint List by Column Sorting Hierarchy Name Alphabetically Alphabetically then each Site is listed Organization alphabetically with EndPoints in each site alphabetically as well Lists EndPoints in this order Status Unapproved Offline Critical Warning and Good Last Backup Lists oldest to newest Note The Tags column displays user defined tags for each EndPoint Click on a tag to display a new list showing only those EndPoints identified with that tag Click on the column title to sort the column Click on the title again to reverse the order Sorting a Portal s O
36. ber of times per day the EndPoint is offline e Operating system version details Displays a set of daily averages for the amount of disk space used by backup image files CMD uses this data to create a chart of projected storage space requirements for the next 3 6 and 12 months Note This is only a rough estimate and varies based on the rate of change of data in each backup Storage Summary 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 60 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Specific Role Reports CMD can send a report to a specific role Each role receives a report covering a different set of EndPoints SuperAdmin This report covers all EndPoints on this appliance This report shows only those EndPoints in organizations Adminstrator assigned to each administrator This report sent to an organization s primary contact lists only Organization the EndPoints in that organization Frequency CMD can then send these reports on a selected schedule Never CMD sends no reports Every Day CMD sends a summary report of the last 24 hours once a day Every Week CMD sends a summary report of the last 7 days once a week Every Month CMD sends a summary report for the last 30 days once a month 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 61 of 67 SSS sTORAGECRAFT 5 2 Sample Report ShadowControl CMD User Guide CMD reports can have five
37. boot the appliance if a reboot is necessary The CMD appliance does not have command line access so it can t be used for reboots Reboot Appliance 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 31 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Shut Down Click this button to gracefully shutdown the appliance Appliance Email Settings Email Settings specifies the SMTP server used to send notifications regarding EndPoint issues as well as the branding used in notifications Configure SMTP server settings used to send reports and alert notifications Use this appliance s built in SMTP server From Address storagecraftalert gmail c Use another SMTP server Host Name or IP Address Port Username Password From Address Security Use TLS Don ttuse an SMTP server Warning if this option is selected no email will be sent from this appliance Customize reports and alert notifications with corporate branding Name ShadowControl CMD Logo Image must be in JPEG or PNG format and will be scaled down to a maximum size of 250x100 pixels Upload custom logo Choose File No file chosen Use default logo STORAGECRAFT Current Logo S H ADOWCONTROL m Save Send Test Email To configure the email settings 1 Choose whether to use the default CMD SMTP server an existing SMTP server or no SMTP server Note There may be circumstances when you do not want to configure an email server
38. dowControl CMD User Guide Subscriptions An appliance can subscribe to a CMD Portal to scale the system for multiple appliances A portal provides a single view to monitor all EndPoints on all appliances in the CMD system Each individual appliance s console however remains available Administrators at that appliance can then continue to monitor that appliance s specific EndPoints using that console Note These local CMD appliance adminstrators could be recreated at the portal level and assigned to this appliance s organizations However this requires maintaining a second set of credentials for those administrators If this appliance is already subscribed to a portal the Subscriptions section shows the portal s domain name or IP address and port number To subscribe to a portal 1 Type in the portal s Domain hostname or IP address 2 Accept the default port address 443 or type in the port used by the portal 3 Click Subscribe This appliance now appears in the portal console See The CMD Portal for more information To unsubscribe from the portal click Unsubscribe Using the CMD Portal ShadowControl CMD includes the Portal feature This feature enables CMD to scale to multiple appliances and thousands of monitored devices A portal is not however a distinct software package Instead it is simply another installation of the CMD appliance that other appliances subscribe to Once one appliance the source subscribes to another
39. e status to display a filtered list of the EndPoints with a specific status in the Main panel Search Type in a search term to display a list of EndPoints organizations or sites that include the term See Search for more information 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 36 of 67 SSS sTORAGECRAFT ShadowControl CMD User Guide Portal Main Panel The Portal Main panel by default shows a list of all EndPoints on all subscribed appliances ii EndPoints EndPoint Appliance Organization Site Status Last Backup Tags s A Default Approval A oO Vista x64 EN VirtualAppliance Organization Required 5 min ES WIN QDOVCA6R8QI VirtualAppliance 1stOrgGroup Offline 8 hours O Vm win7 PC VirtualAppliance 1stOrgGroup Critical La vmxppro x64 EN VirtualAppliance 1stOrgGroup Critical 6 min s n g 1stOrgGroup oO win7 x86 EN VirtualAppliance VirtualSite Critical oO vm2000pro en VirtualAppliance cone Warning a vmsbs 2003 en VirtualAppliance ae Good 6 min i 1stOrgGroup A as g VM Win7x64 PC VirtualAppliance VirtualSite Good 6 min E win7 x64 pe VirtualAppliance _1StOrgGroup Good 6 min m VirtualSite The Portal EndPoint list functions the same as the EndPoint list shown in the Main Panel on a single CMD appliance However the Portal list does include one additional column the App iance column to identify the appliance monitoring this particular EndPoint Portal Session Pane
40. er to the ShadowControl ImageManager User Guide for details on these premium features Unlicensed Versions of ImageManager If the endpoint has an unlicensed version of ImageManager prior to 6 0 CMD only displays the unlicensed status not the version number ImageManager Version 0 0 0 en US ImageManager unlicensed Registered User Company Serial Number If the unlicensed version is newer than 6 0 CMD displays the version number as well as the unlicensed status EndPoint Agent Info The EndPoint Agent Info section displays the version number of the installed CMD agent It also provides the option to unsubscribe the EndPoint from this appliance To unsubscribe from an appliance 1 Click Unsubscribe EndPoint 2 CMD asks to confirm this action Once the EndPoint unsubscribes to the appliance CMD will no longer monitor that EndPoint 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 54 of 67 SSS sTORAGECRAFT 3 3 Session Panel ShadowControl CMD User Guide The Session Panel appears at the top right of the console User dad AccountSettings Help Logout LEZA This panel displays User Shows the currently logged in username Displays in the Main panel the currently logged in user s settings The user can then change their password email address the type of Account notifications to receive All Critical or None or Settings the user s preferred language
41. erts due to non VSS support on an EndPoint The non VSS backup counter is cumulative not consecutive If the affected system has a status rule for non VSS backups with a value of 2 then if it suffers one non VSS backup then a successful VSS backup then another non VSS backup CMD issues an alert CMD also issues an alert if the system suffers from two consecutive non VSS backups Use the EndPoint Details screen to clear this counter ImageManager Status This CMD alert activates when ImageManager issues an error Refer to the ImageManager console for details on the type of error and how to resolve it Backup Consistency This rule works in conjunction with the Backup Failure rule This consistency rule generates an alert if a backup failure occurs not just once but on multiple occasions within a set number of backups In essence Backup Consistency escalates the alert that the Backup Failure rule generates by notifying the administrator that a pattern of failures is occuring in other words when the failures are not consecutive Backup Failure This rule generates an alert if there is a single backup failure if the setting is 1 If the number is set to 2 or more it generates an alert only after the set number of failures occur in a row rather than separately Services The Services rule applies to various monitored Windows services including the ShadowProtect and ImageManager services If Windows logs an issue with any of
42. following The CMD ReadMe The CMD forum at www storagecraft com support forum The StorageCraft technical support Web site at www storagecraft com support html The StorageCraft glossary This User Guide is also available from the Help menu on the CMD console Documentation Conventions This symbol designates Note or Warning text that highlights important information about the configuration and or use of ShadowControl CMD 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 1 CMD Overview Welcome to ShadowControl CMD the superior monitoring tool for ShadowProtect guarded networks CMD delivers a central monitoring and reporting console for ShadowProtect and ImageManager operations either for large sites or for MSPs with multiple clients Theory of Operations CMD has two main components e CMD Appliance a Linux based server running as a VM or on dedicated hardware e CMD Agent a client installed at each EndPoint with an optional third a CMD Portal for monitoring multiple CMD appliances PORTAL ShadowControl CMD APPLIANCE CMD agent _______ CMD agent sw CMD agent ENDPOINT ENDPOINT ENDPOINT EW CMD consists of EndPoints running the CMD agent an appliance which monitors those Endpoints and an optional Portal for monitoring multiple appliances The CMD appliance receives status info from the CMD agent
43. formation Displays a list of organizations and sites currently defined on the appliance Use this option to add edit or remove organizations and sites on the appliance or to view and modify the Status Rules for a selected organization or site See Using Status Ru esfor more information Organizations Note CMD will not delete the Default Organization However administrators can modify the Default Organization s Status Rules Opens the Tags dialog This dialog displays the list of existing user defined tags with the option to create edit Tags or delete tags Tags simplify EndPoint searches as a filter to display only those sharing a common characteristic or role See Tags for details Reports Displays report settings and an archived report list See Reporting for more information Appliance Displays a list of users for this appliance to add edit or remove users See Appliance Accounts for more Accounts information Appliance i j P Settings Displays the appliance s settings See Appliance Settings for more information EndPoint Shows the number of EndPoints with a breakdown of their condition See EndPoint Summary for more Summary information A search field which displays a list of EndPoints that match specified search terms or criteria See Search for Search more information Note Search only appears when EndPoints is selected in the Navigation panel Newsfeed Displays a scrolling list
44. gain the update process may take some time 4 If these don t initiate the automatic update perform a manual install of the EndPoint agent on the affected system Portals Each CMD appliance acting as a portal will also have the Update Appliance button appear in the Portal Settings System Info section upon an update release Click this Update Appliance button to update the portal appliance all CMD appliances that report to this portal and all EndPoints reporting to those appliances 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 66 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 7 CMD Backup and Restore The ShadowControl CMD appliance maintains a database of subscribed endpoints and their backup history StorageCraft recommends making a copy of this database at least weekly as a precaution against a system failure While rebuilding a failed applicance is not difficult resubscribing multiple endpoints and retrieving their data can become an extended process particularly on sites with over a hundred endpoints To Backup the CMD Appliance 1 AumBRWN In ShadowControl select Applicance Settings gt Appliance Backup gt Export Backup File Caution The export process may take a few minutes Do not press F5 to refresh the screen to try and view the current progress of the export Pressing F5 causes ShadowControl to abandon the first export and initiate a new one This prolongs the export process
45. gs Click x to delete the tag CMD also removes the deleted tag from all EndPoints previously using it Reports CMD can generate cummulative reports on a e Daily e Weekly e Monthly basis It can send these reports to e SuperAdmin e Administrators e Organization Contacts The Reports option also displays a list of the most recently generated reports for the last 30 days It also displays additional information including a detailed list of SnhadowProtect licensing See Reporting for more information 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 28 of 67 SSS sTORAGECRAFT Appliance Accounts Appliance Accounts displays a list of the defined users for the appliance ShadowControl CMD User Guide ai Accounts Username Email Role Organizations Actions dad dad example com Superadmin EO gt lara lara example com Superadmin 4 x superadmin superadmin example com Superadmin a x Add User Actions You have two actions available when working with a selected user account Add User Icon Description Function e Blue pencil Opens the selected account s configuration page Use this coh page to edit the user s name email address language or role x icon account Deletes the selected user account Note that CMD will not Red delete delete the currently logged in user or the superadmin The Add User button opens a page where you can add a new user to the appliance
46. ibed to an organization For sites lists the number of EndPoints assigned to the site Actions Displays icons for functions available to manage a site or organization Add Organization Click Add Organization to create a new one Edit Rules Checkmark an organization or site then click Edit Rules to manage the status rules for that set of EndPoints Note You cannot delete or assign EndPoints to the Default Organization Actions The Action options include Icon Description Function s Add site icon Opens a dialog to configure a new site for the organization o ae Displays a filtered list of available EndPoints Checkmark one icGh or more to add them to the site or organization Blue pencil Opens the selected organization s configuration page Use icon this page to edit the name contacts or status rules See Using Status Rules for more details Deletes the selected organization EndPoints that were part of Red delete the deleted organization revert back to the Default x icon Organization Note You cannot delete the Default Organization 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 25 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Assigning EndPoints When you click the Assign Endpoints icon CMD displays a filtered list By detault it shows the list of EndPoints from the Default Organization H Assign EndPoints Americas Filter by Organiz
47. ill retain the previous version s appliance subscription and settings Warning Push updates will not work for Windows 2000 EndPoints as CMD v1 1 1 and newer does not support Win2K EndPoints Previous CMD client software for Windows 2000 will also not interoperate with CMD v1 1 1 or newer appliances As an alternative for Win2K EndPoints uninstall the old CMD client and use the ShadowProtect console s management tools to monitor these EndPoints Slow EndPoint Updates EndPoint updates consume network bandwidth Depending on the number of EndPoints updates could consume all available bandwidth as EndPoints continually try to resume a failed update To avoid this stage updates over a period of time In smaller systems an EndPoint auto update may still not complete immediately StorageCraft recommends waiting an interval of time for the EndPoint to update prior to performing one of the alternative update strategies below On rare occasions the EndPoint automatic update process may fail If this occurs 1 Select the affected EndPoint in CMD s EndPoint list This should trigger the automatic update process 2 If this should fail to update the EndPoint click Update Now in the EndPoint Details Agent info field This also triggers the automatic update process 3 If neither of these initiate the update restart the StorageCraft Endpoint Agent service in the affected system s Windows Services tool Then use the CMD console to perform Steps 1 or 2 A
48. ization 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 23 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide f Add Site Site Name Organization acme X w Contacts Fill in primary and secondary contact information Primary Contact Secondary Contact Email Address Email Address First Name First Name Last Name Last Name Phone Phone Company Company Street Address Street Address City City State Provence State Provence Country Country Postal Code Postal Code Preferred Language Chinese Simplified I Preferred Language Chinese Simplified v To add a new site 1 Type in a name for the new site Select a name that reflects the shared characteristic of the EndPoints in this group This could be a location Second Floor or it could be a department Finance or a platform Windows XP or Windows 2K Note Site names support multi lingual characters However these names do not support reserved control characters such as n ungui x amp 2 or similar 2 If the site has separate contacts as opposed to the administrator type in their information By typing in valid email addresses these contacts can also receive reports on the site s EndPoints Specify the contact s preferred language so CMD will send appropriately formatted reports to that contact 3 Decide to either use the organization s Status Rules or to define
49. l The Portal Session Panel appears at the top of the console User superadmin AccountSettings Help Logout PORTAL This panel displays User This identifies the name of the currently logged in user Displays the currently logged in user s settings in the Main panel The user can then change their password email ae address or type of notifications to receive All Critical or g None Click Save to save the new settings Use Portal Accounts to change the administrative role if needed Help Opens this ShadowControl CMD User Guide in a new tab in the browser Logout Logs the user out of the portal console In the lower right corner of the Portal Session panel is the word Portal This indicates that this console is a Portal as opposed to an appliance console An appliance console would indicate the name of the appliance Portals do not have names as there can be only one portal per CMD system Portal Identifier 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 37 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Using Org Groups Select Org Groups from the portal s Navigation panel to display a list of the defined Org Groups and options to add to or edit those Org Groups a Org Groups PhysicalApp Org Groups are collections of Organizations from one or more appliances Org Group Actions MSP 4 4 Add Org Group Actions You have three actions on the
50. line rules have two levels of alert Critical and Warning and also include an elapsed time setting This setting specifies the number of minutes hours or days for the system to be offline before CMD issues a Warning or Critical alert 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 58 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 5 Reporting The Reports option in the Navigation panel displays report settings and a list of recent archived reports in the Main panel i Reports View Report View the current superadmin report Schedule Reports Configure scheduled reports Recently Generated Reports Select from the list below to view the most recent archived reports Organization Admin Date SuperAdmin Reports Administrator Reports Organization Reports Additional Information Additional details about the Appliance EndPoints that are not included in standard reports ShadowProtect Licensing Information about ShadowProtect licenses associated with EndPoints attached to this Appliance This screen has four elements Element Description View Click this button to view the latest superadmin report in a new Report browser tab See the Sample Report for further details Schedule Click this button to view the report scheduling page See Report Reports Schedulingfor details Recently This section lists recently archived reports CMD only keeps a Generated rolling 30 day
51. ng CMD To install the CMD Appliance 1 Download the ShadowControl CMD ISO from the StorageCraft website Note The Setup ISO is numbered differently from the release software The Setup program will however install the latest version of the appliance 2 Boot the physical or virtual machine using the ShadowControl_cmd ISO Note If you are using a physical destination first burn the CMD ISO to a CD 3 Accept the default language of English for the Ubuntu install Warning Selecting any other language instead of English prevents CMD from correctly installing Remember this language selection only affects Ubuntu CMD uses the browser s default language for its interface 4 Follow the remaining steps in the Installation Wizard Verify the necessary network information to install the CMD appliance IP address netmask primary gateway DNS servers host name and domain Most CMD support issues come from incomplete or incorrect network settings Note The Install process can take 10 to 15 minutes or more as it downloads updates The Install process might appear to hang but this delay is normal After the CMD appliance finishes its start up routine it displays a login screen At this point the CMD appliance is running and all further configuration occurs through the browser based CMD console To access the console open a browser to https Paddress where JPaddress is the address you gave the CMD appliance during the installation Note
52. ntrol CMD User Guide Network Settings The Network Settings section displays Configure network settings for this appliance IP Address 10 3 1 184 Subnet Mask 255 255 255 0 Default Gateway 10 3 1 1 DNS Server 8 8 8 8 the appliance s configured DNS IP settings Edit these settings should the network configuration change Note Editing the IP address may also require changes at the DNS server This will be true if any EndPoint uses a host name rather than an IP address to subscribe to the appliance Security CMD supports sites using SSL certificates To enter the appropriate files select Appliance Settings gt Security v Security Upload a custom SSL certificate The certificate cannot have a passphrase The web server will automatically restart after the certificate has been installed Certificate File Key File Browse_ Intermediate Bundle File Browse_ Save Click Browse to locate the appropriate file Click Save and CMD will begin to use the appropriate SSL certificate Product Registration The CMD Product Registration section offers the option to register with StorageCraft This improves response time if support issues arise To complete the registration 1 Enter a primary contact name for the CMD administrator and other details 2 Click Save Note This information is used only for supporting CMD 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 33 of 67 SSS sTORAGECRAFT Sha
53. ntrol v1 3 0 29138 1 7 29138 45 Release Notes Update Appliance Access Code fubar RAM Usage 540 MB of 995 MB available 45 7 used Disk Usage 12 GB of 14 GB available 14 3 used CPU Usage 0 00 Load Average 5 min 0 42 Appliance Timezone America Cuiaba America Curacao America Danmarkshavn America Dawson America Dawson_Creek Set Timezone Reboot Appliance Shut Down Appliance gt Appliance Backup gt Email Settings gt Network Settings gt Security gt Product Registration gt Subscriptions The sections include System Info Appliance Backup Email Settings Network Settings Security Product Registration Subscriptions 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 30 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide System Info System Info provides details on the CMD appliance and options to control the server System Info Version CMD v1 1 1 20347 1 6 20347 10 Update Appliance Access Code fubar RAM Usage 7 MB of 488 MB available 98 4 used Disk Usage 7 GB of 9 GB available 19 3 used CPU Usage 0 00 Load Average 5 min 0 25 Appliance Timezone America Cuiaba z America Curacao America Danmarkshavn America Dawson America Dawson_Creek 7 Set Timezone Reboot Appliance Shut Down Appliance These include Item Description Reports the software version for the CMD appliance not the Version naa Linux version it r
54. of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Administration As described earlier CMD provides a granular schema for administrative roles e A Portal SuperAdmin manages the portal service and monitors all the portal s subscribed CMD appliances and their EndPoints A portal superadmin can set status rules for all appliances schedule reports and their recipients on these appliances add edit or remove Org Groups and administer user accounts on the portal e A CMD SuperAdmin manages the CMD appliance and can add edit or remove all organizations sites and EndPoints and administer user accounts The CMD superadmin can also set the Status Rules at the organization and site levels e An administrator can add edit or remove sites as well as monitor all EndPoints for selected organizations on the appliance or portal e A Read only account on an appliance can view the status of EndPoints in one or more selected organizations or one or more selected sites on that appliance A Read only account created at the portal level is similar A portal level read only account can view the status of EndPoints in one or more organizations or sites from one or more appliances A typical CMD appliance would have one SuperAdmin and several administrators handling the organizations sites and EndPoints SuperAdmin ADMIN 1 ADMIN 2 ORGANIZATION ORGANIZATION Administrators on a CMD appliance can monitor EndPoints in one or more organizations or sites
55. of content on StorageCraft and ShadowControl CMD This feature is available in English only 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 22 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Sites The Sites option displays a list of currently defined sites on this appliance H Sites Sites are a subset of EndPoints in an Organization that share common settings or a common location Site Organization Actions acme north acme 8 x acme south acme a x STC AU STC R STC Corp STC AR STC Europe STC E R XYZ Bldg 2 XYZ Corp A R XYZ Bldg 2 acme x Add Site To work with a site you can choose the e Actions menu to the right to edit or delete the site e Add Site button at the bottom to add a new one Note If Add Site does not appear it is because you need to create at least one organization to add a site to You cannot add sites to the Default Organization Actions You have two actions available when working with a selected site Icon Description Function gt Blue pencil Opens the selected site s configuration page Use this page to E P edit the site s name contacts or status rules See_Using icon f Status Rules for more details Red delete Deletes the selected site EndPoints that were part of the deleted site revert back to the pool of EndPoints within the organization that held the site x icon Add Site Click Add Site to add a new site to an organ
56. oints Backup Status Lists of the last backup performed on each EndPoint EndPoint Status Provides details on each EndPoint Storage Statistics Lists the current disk space usage for backup files It also has calculates a prediction of future space requirements Note CMD uses averages from the last 30 days to perform the calculation Reports can be sent to SuperAdmins administrators and to organization contacts on each appliance Note Portals do not issue reports Instead reports defined for an Org Group are handled by multiple reports issued from each of the organizations that are part of the Org Group Report Scheduling CMD can schedule reports e Daily beginning of the day e Weekly first day of the week e Monthly first day of the month Note Reports reflect a cumulative summary for the specified time period CMD maintains a rolling 30 day log of endpoint activity for these report purposes and issues reports at 12 00AM The CMD Reports dialog displays a list of the last report sent of each type Selecting a report in this list displays the archived content of that report Report Recipients SuperAdmins and administrators designate the recipients and the type of report sent Summary Status or Backup Status The report s recipient dictates which set of EndPoints the report covers e Portal SuperAdmins All EndPoints monitored by the portal e CMD SuperAdmins All organizations on a specific appliance e Portal Admini
57. olumes Listing of all volumes mounted on this EndPoint Volume Free Space Total Space OS Volume Protected 0 Bytes 0 Bytes No No More details ImageManager ImageManager is not installed on this EndPoint v Actions Unsubscribe EndPoint The CMD agent provides limited details when installed on a non ShadowProtect equipped EndPoint The CMD Portal The CMD Portal is an optional component of most value only for sites with many appliances The portal is a CMD appliance which acts as a supervisor for two or more subscribed appliances Otherwise it acts similar to the CMD console displaying the status of EndPoints with the added benefit that it does this for multiple CMD appliances rather than just one Adminstrators can use a portal to Set system wide status rules for all organizations or sites on the monitored appliances Create sets of organizations into Org Groups from various appliances Specify status rules for selected Org Groups Define system wide or Org Group specific reporting schedules Note Refer to Portal Subscriptions for details Dedicated Operation Although the Portal is a standard CMD appliance with the Portal feature activated StorageCraft recommends that the Portal be a dedicated install of CMD rather than an upgrade of an existing appliance However if an existing CMD appliance is upgraded to run as a Portal the original EndPoints will remain monitored by the Portal appliance In that case
58. ort of 443 Machine Enter the endpoint s type or class Options include Desktop Laptop Server and Virtual CMD uses this Type information to classify systems within its interface Optional Provide CMD appliance admin credentials to have the endpoint subscription request approved immediately When doing this you must specify the Organization and Site where you want to enroll the Use endpoint Appliance Admin If you do not provide valid credentials or enrollment information the new EndPoint appears in the list with a credentials request to Approve or Deny its subscription A CMD administrator or superadmin must approve the new EndPoint to complete the subscription CMD does not monitor this EndPoint until approved Warning Do not subscribe the EndPoint to a CMD portal only to a CMD appliance A portal might accept the subscription but will not monitor or report on the EndPoint 7 On the Ready to Install page click Install 8 Click Finish when the install completes When the installation completes the EndPoint appears in the list of subscribed devices CMD attempts to identify the machine type Server Desktop Laptop or Virtual Machine and enter that in the EndPoint s details If the machine type is incorrect as shown in the EndPoint list use the Info section of the EndPoint Details page to change it Working with Non VSS Systems Some EndPoints may not support VSS backups On these non VSS systems a default CMD Status Rule
59. r entire backup environment CMD Solution ShadowControl CMD lets you create detailed reports for your entire business or any of your individual segments e Open the CMD console e Select the individual organizations and sites you want reports on Or you can create reports for your entire backup environment e Determine who should get the report You can associate specific contacts with specific organizations and sites so it s easy to make sure reports go to the right place CMD sends reports on a schedule you define but you can also generate them on demand 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 15 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 2 Installing CMD ShadowControl CMD installs as two components on separate systems e The CMD Appliance A Linux based system installed on standalone hardware or as a Virtual Machine e The CMD Agent A Windows based client installed on each monitored device 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 16 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 2 1 Installing the CMD Appliance The CMD Appliance installs on standalone hardware or as a Virtual Machine Both installations use the same ShadowControl_cmd ISO file System Requirements Before installing the CMD appliance make sure your system meets the following requirements e The CMD appliance is based on the 64 bit Ubuntu 12 04 ope
60. rating system If you choose to run the appliance on standalone hardware please review the Ubuntu 12 04 Supported Hardware Page for detailed requirements for running Linux on various platforms e The CMD appliance can also run as a virtual machine on o Microsoft Hyper V o VMWare Workstation o VMware ESX ESXi Note Xen and Oracle VirtualBox are currently not supported e The appliance s CPU disk space and RAM requirements are primarily determined by the number of EndPoints that subscribe to the Appliance As a minimum for either a hardware or VM based appliance we recommend o 2GB RAM o 80GB disk space o Dual core processor Active Internet connection to download server components during the install An available IP address for remote console access Either Port 443 or 8443 available for EndPoint to appliance and appliance to portal communication Port 5556 available a required second port along with either 443 or 8443 for EndPoint to appliance communication Port 22 available only used if the appliance will act as a portal Using a Domain Hostname You have the option to use a Domain Hostname rather than an IP address for subscribing EndPoints to the appliance This allows you to change the appliance s IP address as needed without having to resubscribe EndPoints to that appliance To use a hostname however you will first need to manually create a hostname entry on your DNS server for the appliance s IP address prior to installi
61. record Click on a report in the list to view it in Reports HTML in a new browser tab Ad This section provides further information that is not included in the Additional standard reports It includes an on demand report showing Information ShadowProtect license usage For details see ShadowProtect Licensing Note Reports are sent to users in the language selected in the user s Preferred Language setting 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 59 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 5 1 Report Scheduling The Schedule Reports button on the Reports page displays the Report Scheduling settings page Bf Report Scheduling Schedule the generation of reports tailored to specific administrators and contacts Reports are sent by email according to the selected schedule v SuperAdmin Report Send a report to each SuperAdmin Send reports Every day X Report will contain a Summary section and any of the following sections 4 EndPoint Status overall status of all monitored EndPoints 7 EndPoint Backup listing of last backup for each ShadowProtect installation Y Storage summary of storage space used by backups Administrator Report Send an organization report to each Administrator Send reports Every week Report will contain a Summary section and any of the following sections EndPoint Status overall status of all monitored EndPoints 7i EndPoint Backup listing of la
62. rganization List CMD can also sort a Portal s Organization List This list includes every organization from every applicance monitored by the portal so can become quite large This list includes Column Sorting Hierarchy Organization Alphabetically by name Alphabetically by name then by Appliance organization name alphabetically 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 44 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Status Icons Status Icons The color of the status icon indicates the EndPoint s current condition its shape indicats the EndPoint s machine type System Type om ee ax vir vir oo Virtual 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 45 of 67 4 EndPoi Good Server Virtual Machine nt Details STORAGECRAFT ShadowControl CMD User Guide Double click on an individual EndPoint in the EndPoint list to display its details F sP420 004 Backup Faika 4 issue s v Gata Clear status mow Backup Consistency amp iss 3 out of the last 5 eventis ew Ostail Clear status now WmageManage Status 4i Ostail Clear staus now 7 into Status th Pi R2 0A ste g Pr Ime Fam del 15 Stepping 1 Genuineintel Me y 40GBram 40 Page tie Last Restart 2 Gays a0 IP ASzesses 10 32147 Locale en_US Mourtain Standard TimelUTC 0700 Organtation Americas Edt Amencas She Utah Edt None v None v None
63. s options to see further information about the job or destination Description 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 51 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Click More details to show the last backup job s event log Note CMD only displays Identifies details for backup jobs which have all SnadowProtect names An unnamed backup backup jobs defined job will not appear in the list for this device If there are no named backup jobs on the EndPoint CMD will display the message No backup job information available Jobs Click Backup Images to display a list of the backup files stored on the selected destination This list will also Displays details on show date and time of each the configured file its name type size and Destinations backup file other details destinations for this device Some destinations require credentials to access them For this reason some destination backup file lists may show no entries 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 52 of 67 SSS sTORAGECRAFT ShadowControl CMD User Guide Volumes The Volumes section displays details on all volumes mounted on the EndPoint w Volumes Listing of all volumes mounted on this EndPoint Volume Free Space Total Space OS Volume Protected My Passport 31GB 931 GB No No More details os 248 GB 297 GB Yes Yes More details RECOVERY 523 MB 75
64. sections EndPoint Summary Backup Status EndPoint Status Storage Statistics EndPoint Backup Details Displays a chart of the number of EndPoints that are Critical Warning Good or Offline a chart of the backup succcess rate for the report s time period and a list of ShadowProtect ImageManager installations and platforms Lists the EndPoints by organization their backup success rate for the report s time period and when their last backup occurred Lists the EndPoints by organization with their Percent of time CMD detected the EndPoint Average number of times per day the EndPoint is offline e The EndPoint s current status Critical Warning Offline Good Operating system version details Displays a set of daily averages for the amount of disk space used by backup image files CMD uses this data to create a chart of projected storage space requirements for the next 3 6 and 12 months Note This is only a rough estimate It varies based on the rate of change of data in each backup Lists each organization and its endpoints with details on the latest backup executed including e Type of backup full incremental or ShadowProtect not installed e Size of the backup in bytes e Date and time of the last backup Blue for successful Red for failure A sample report showing all four sections appears like this 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 62 of 67
65. settings and custom SSL certificates Reconfigure any branding graphics Follow the remaining steps in the setup wizard to complete the restore 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 67 of 67
66. st 420 006 STC STC Europe Warning 11 min 12345 gt Show 20perpage The console is divided into three panels Navigation Panel Located at the left side of the console the Navigation panel provides options for tasks and configuration needed to monitor subscribed EndPoints For more information see Navigation Panel Main Panel Located at the center of the console the Main panel displays lists of EndPoints or configuration details For more information see Main Panel Session Panel Located at the top right of the console the Session panel displays the current username and appliance as well as session options For details see Session Panel 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 21 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 3 1 Navigation Panel The left side Navigation panel provides access to CMD status and tools EndPoints Current List Organizations Tags Reports Appliance Accounts Appliance Settings Total EndPoints 92 Critical Warning Offline gt Advanced Search Search The items include Option Function Displays a list of subscribed devices to the appliance in the Main Panel This is the default view This option EndPoints updates to display the name of each subsequent page in the hierarchy as the user drills down through the list to view additional details including the name of a selected EndPoint See EndPoint List for more in
67. st backup for each ShadowProtect installation Storage summary of storage space used by backups Organization Report Send an organization report to the primary contact of each organization Send reports Every month Report will contain a Summary section and any of the following sections EndPoint Status overall status of all monitored EndPoints Z EndPoint Backup listing of last backup for each ShadowProtect installation Storage summary of storage space used by backups e Schedule Cancel To send a report 1 Select the Type Frequency and Role of the report The defaults send a complete report every day to SuperAdmin and Administrators as well as the primary contact for each organization 2 Click Save Schedule 3 CMD will issue a report based on the options selected Types of Reports The scheduler will generate a report with three possible sections based on the selected options Displays a chart of EndPoint status Critical Warning Good or Offline a chaand a list ofrt of the backup succcess rate for the report s time period and a list of ShadowProtect ImageManager installations and platforms Summary EndPoint Displays a list of the EndPoints by organization their backup success Backup rate for the report s time period and when their last backup occurred Displays a list of the EndPoints by organization with their EndPoint e Length of time CMD actively monitored the EndPoint Status e Average num
68. strators Reports on the adminstrators designated sub set of organizations or Org Groups on the portal from one or more appliances CMD Administrators Reports on the adminstrators designated sub set of organizations on a specific appliance Portal Contacts Reports to a single Org Group s contacts CMD Contacts Reports on an organization to the primary or secondary contact for that organization on a specific appliance 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 14 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide CMD Scenarios The concept of centrally monitoring ShadowProtect devices is extremely powerful particularly for today s business environments where devices quickly multiply CMD lets you keep tabs on these devices in ways that were previously not possible as illustrated by the following usage scenarios Custom Rules Problem You need to keep track of different groups and types of machines across your organization At the same time you must have certain rules that apply to everyone and you don t want to manage them for each machine CMD Solution ShadowControl CMD uses Organizations and Sites to create a hierarchy where you can set global rules while maintaining custom monitoring where you need it e Set up your hardware and your organizations and sites e Set global status rules for your environment e Customize rules for the organizations and sites that need them For example
69. such as part of a test However we recommend that each appliance have an SMTP server configured for sending email notifcations 2 Keep the selected Built in SMTP option to use CMD s SMTP server 3 Enter an address in the From Address field This does not have to be a valid address 4 Select Use another SMTP server to send notifications with an existing server 5 Specify this other server s settings including credentials and whether to use TLS Enter an address in the From Address field as well 6 Select Don t use an SMTP server if you choose to run a test on CMD 7 Click Save 8 Click Send Test Email to confirm the connection Note Sometimes email sent from the CMD server may bounce or be routed to a Spam folder on the destination system Click Send Test Email to determine if this is the case If so configure CMD to use an existing SMTP server To have a different branding appear on CMD reports and notifications 1 Specify a name for this branding for example XYZ MSP Services 2 Check Upload custom logo then click Choose File to upload an image file or keep the default logo CMD will display a sample of the chosen logo Note If the image does not refresh it may be due to the browser cache Reload the page to refresh the image 3 Click Save The new branding will now appear on email and reports 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 32 of 67 SS sTORAGECRAFT ShadowCo
70. t install on the EndPoint It also displays a list of current backup jobs and their destinations w ShadowProtect Version ShadowProtect 4 2 1 15272 en License 6 1 7601 Jobs Job Name Status Next Run Time Destination Laptop Success 17 00 Apr 4 FA More details Destinations Destination Path Infinidisc WNFINIDISC INFINIDISC F DAD Backup Images Test Directory file Product ManagementiCloud Backup Images Note CMD will show the message ShadowProtect is not installed on this EndPoint if that is the case Activate ShadowProtect Licensing CMD will not only detect if ShadowProtect is installed but also if it is in Trial mode or if its license has expired In either case CMD will display the Activate button ShadowProtect Version ShadowProtect 4 2 7 19756 en License License Expired Click Activate to enter the license number ii FDAG 2 Activate ShadowProtect Enter your licensing information to remotely activate ShadowProtect Serial Number Customer Name Optional Cancel Activate You must enter a valid license number Enter a customer name to simplify referencing this ShadowProtect when working with StorageCraft Support Click Activate to push the license to this EndPoint The EndPoint Details screen will update with the new license number OLN E Note This license number push install only works with ShadowProtect version 4 2 5 and newer Backup Jobs The ShadowProtect section offer
71. tal cannot subscribe to another portal or appliance EndPoint Summary The EndPoint Summary lists the total number of subscribed EndPoints It then breaks down the total by status Critical Warning and Offline Total EndPoints 92 Critical 7 Warning 36 Offline 2 Click on the status to display in the Main panel a filtered list of the EndPoints with that status 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 40 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Search The Search function provides a way to filter the list of EndPoints shown in the Main panel Note The Search feature appears only when the Main panel displays the EndPoint List To do a search 1 Enter one or more search terms into the Basic Search box Search supports multi lingual characters 2 Click Search CMD displays a list of any EndPoints that match those search terms in the Main panel To search for these terms in only a subset of EndPoints rather than all the EndPoints on the appliance click Advanced Search You can then select one or more characteristics of EndPoints such as Name Organization Site Tags Machine Type and Status to search in Exchange vAdvanced Search Search by v Name v Organization v Site Tags Type V Server V Desktop v Laptop v Virtual Status v Good v Warning v Critical v Offline Search After you select the characteristics of the EndPoints you
72. tanding conditions for this EndPoint These conditions occur when the EndPoint exceeds the threshold of one or more of the status rules Volume Usage Exceeded 90 threshold View details Clear status now A Clear e Click View Details to view the time and any system message relating to the condition If the condition has occurred on multiple occasions CMD will list each of these e Use Clear Status to either remove this alert immediately or to schedule its removal in 1 3 or 7 days amp Note Using Clear also resets the counter for those rules which keep a cumulative number of events before issuing alerts For example non VSS backups keeps a running total of all non VSS backups to use with its alert Click Clear to reset this running total 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 47 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Info The Info section displays hardware operating system IP address and other details about the EndPoint v Info Status Warning Eventlog Platform Microsoft Windows 7 Professional 6 1 7601 Service Pack 1 Build 7601 System log Processor Intel64 Family 6 Model 42 Stepping 7 Genuineintel Memory 3 GB RAM 1 GB Page file Last Restart 16 days ago IP Addresses 40 2 10 00 Locale en_US Mountain Daylight Time UTC 0600 Organization STC Edit Site STC Europe Edit Machine Importance non critical Edit Machine Type Desktop Edit Tags
73. the EndPoint has exceeded one or more status rule thresholds set at the Critical level e Offline The EndPoint is not reporting to the console Notifications Another benefit of CMD is the ability to send email notifications when an EndPoint exceeds the status rule thresholds CMD can send these notifications to either or both administrators and other contacts responsible for the affected EndPoint 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Reports A final benefit is in scheduling reports These reports can provide a range of content from a summary to a detailed backup report CMD can send reports to administrators or other parties on a daily weekly or monthly schedule CMD CONSOLE DISPLAY ShadowControl CMD APPLIANCE CMD displays EndPoint status information in the onscreen console as well as through email notifications and scheduled reports The CMD Appliance The CMD appliance is the heart of CMD As mentioned this Linux based server receives status reports from each CMD client equipped EndPoint providing details on its ShadowProtect and ImageManager installations backup activity and hardware configuration details Administrators use the appliance s browser based console to e Monitor EndPoints e Set status rules for EndPoints e Schedule reports The appliance keeps a rolling 30 day log of EndPoint activity information for repor
74. the monitored services CMD will display a Services alert View details of the particular Services alert in the Windows System Log RAM Usage This rule alerts administrators to possible backup issues should the EndPoint exhaust available RAM Storage System Errors This rule alerts administrators to storage or file system events as shown in the Windows System log CMD issues an alert when the number of such events exceeds the defined threshold Volume Usage Alerts administrators that a protected volume may run out of available space 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 57 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Machine Offline Status Rules CMD will alert administrators if an EndPoint goes offline and after how long This Machine Offline status rule can apply based on machine importance Note Each EndPoint has a user definable Machine Importance setting on its EndPoint Details page These settings are Non critical Semi critical and Critical CMD assigns a default setting of non critical to all subcribed EndPoints Adminstrators should determine which EndPoints represent a more significant part of their operations and set an appropriate machine importance to them For example all servers may have a Critical machine importance setting Desktops in Accounting may have Semi Critical or Critical importance Personal systems may have a Semi Critical or Non Critical setting The Off
75. ting purposes Otherwise all pertinent EndPoint data is maintained at the EndPoints It is not necessary to perform backups on the appliance In the event of an appliance failure either a reboot or a reinstall restores monitoring operations The replacement appliance then retrieves current status data from the EndPoints 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide The CMD EndPoint Windows systems both physical servers workstations laptops and virtual machines can become EndPoints with the CMD agent installed With the agent installed each new EndPoint can subscribe to a CMD appliance and become a participating node in CMD Note The CMD agent does not require ShadowProtect on the EndPoint However EndPoints that have ShadowProtect installed provide greater status details than systems with only the CMD agent F Vm win7 Pc gt v Info Status Good Event log Platform Microsoft Windows 7 Ultimate 6 1 7600 N A Build 7600 System log Processor x86 Family 6 Model 30 Stepping 5 Genuineintel Memory 1023 MB RAM 1 GB Page file Last Restart 40 days ago IP Addresses 192 168 144 129 Locale en_US Mountain Daylight Time UTC 0600 Organization Edit Site Edit Machine Importance non critical Edit Machine Type Desktop Edit Tags Edittags Services w ShadowProtect ShadowProtect is not installed on this EndPoint V
76. tom set of rules for this site 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 56 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide 4 1 Status Rules Details Each CMD status rule has specific thresholds and scope Backup File Size This alert provides notice that a ShadowProtect backup image file exceeded a user defined threshold This alert might safeguard against running out of storage space on the backup drive or it might indicate an unusual amount of activity on the source device that warrants investigation This alert displays until cleared even when subsequent backup files may not exceed the set threshold To clear an alert 1 Locate the EndPoint s Backup File Size alert in the Outstanding Conditions section of the EndPoint Details page 2 Click Clear to immediately remove the alert CMD also supports scheduling this clearing at a later time using the dropdown box Non VSS Backup ShadowProtect leverages Windows VSS support to provide optimal backups for server applications such as SQL or Exchange If a problem occurs with VSS such as with an unreliable third party VSS writer ShadowProtect may resort to performing a crash consistent backup A crash consistent backup may require additional recovery effort so by default CMD will issue an alert whenever a non VSS backup occurs Note Some EndPoints may not support VSS Refer to Installing the CMD Agent for details on avoiding multiple al
77. uns on Click this button to perform an automatic update to the appliance View the CMD ReadMe to see what enhancements update come with the update Appliance p i Note This button only appears when CMD detects an update to the appliance software Click this button to display the CMD ReadMe file Since the Release CMD update process is automatic viewing this file allows Notes administrators to note new software requirements or changes to CMD prior to installing the update Actess Displays the user defined code set during the install that may be used by StorageCraft Support in troubleshooting appliance Code gt ae issues Treat this as similar to a password RAM Displays the amount of RAM the CMD appliance is using Usage Note The percentage references the Linux OS RAM usage g not the CMD appliance Disk Displays the amount of disk space used by the CMD appliance Usage CPU Displays the appliance s current CPU utilization Usage Shows the average work load on the CPU over the last five minutes As a baseline an average of 1 00 is 100 utilization Load of a single core a 2 00 is 100 of two cores etc Monitor this Average to keep the average under the maximum for the number of cores installed if a dedicated system or the number assigned to CMD if a virtual machine Appliance Use the selector box to find and highlight the appliance s Timezone timezone Click Set Timezone to accept it Click this button to re
78. v Utah Machine Importance oca Eat cntical Machine Type Virtual Edt Vewal Tags Edt t mportant Appacations Y ShadowProtect version ShadowProtect 5 0 0 22464 en Ucense 17601 Joos Joo Name Statws Next Run Time Last Success Destination wpe Backup Chain Guaued 1745 War 4 17 30 Mar 4 SAN Oestnabons Destination Path Widows NFS Share WNFINIDISCUNFINDESCE DAD E image SAN 110 2975 1Bibackupt Backap Ima v Volumes Listing of af volumes mounted on this EndPont VWiume Free Space Total Space OS Volume Protected C 768 59GB Yes Yes Senal Number Managed Folders Licensing License Type 6 0 0 2248 2 en StorageCraf imageManager DaD StorageCrah 0 11392421 15272 1 Folder Detats Totali Available Assigned toAgest n Use by Agent ShadowStream Joos version 10 a 1 10 8 2 10 4 1 10 u 2 1 1 16 24309 EndPoint Details include sections that describe Outstand Info Volumes ing Conditions ShadowProtect ImageManager EndPoint Agent Info Note The EndPoint Details page supports printer friendly output for future reference To print a copy of the EndPoint s details click on the printer icon in the upper right corner of the page in the Main panel 2013 StorageCraft Technology Corporation StorageCraft Support Center Page 46 of 67 SS sTORAGECRAFT ShadowControl CMD User Guide Outstanding Conditions The Outstanding Conditions section displays the current outs
79. verity Warning hd lt Backup Consistency Tngger an alert if the ratio of failed to total backups exceeds the threshold Backup failures 3 Compared to total backups 10 Alert using Severity Warning v lt Backup Failure Trigger an alert if the number of failed backups exceeds the threshold Backup failures 1 Alert using Severity Critical J Services Trigger an alert if the number of monitored serice failures exceeds the threshold Service Failures 1 Alert using Severity Warning Y RAM Usage Trigger alert if system RAM percent usage exceeds one of the thresholds Waring Alert leve 95 Critical Alen level 99 7 Storage System Errors Trigger an alert if number of storage or file system events in system log exceeds the threshold Logged Errors 1 Alertusing Severity Critical Volume Usage Trigger an alert if system volume percent usage exceeds one of the thresholds Warning Alert leve 75 Critical Alert level 90 lt Critical Machine Offline The length of time a Critical machine can be offine before triggering an alert Time ofine 10 Minutes Alert using Seventy Critical lt Semi Critical Machine Offline The length of time a Sermi critcal machine can be offline before triggering an alert Time offline 12 Hours Alert using Severity Warming lt Non Critical Machine Offline The length of time a Non crifical machine can De OMine defore Wiggering an alert Time omine 3 Days X
80. y a subset of its configuration settings These include Organizations Sites User Accounts and Email settings It also presents options to Unsubscribe or Reboot the appliance See Understanding the CMD Console for further details Reports Displays the Report Scheduling settings Use this to configure reporting see Portal Report Scheduling for details Org Groups Displays the list of defined Org Groups for this portal See Using Org Groups for details Organizations Displays a list of Organizations from all subscribed appliances Use this screen to assign the Organizations to Org Groups See Using Org Groups for details Sorting the Portal s Organization List CMD can sort a Portal s Organization List by clicking on the relevant header Since this list includes every organization from every applicance monitored by the portal it can become quite large The header includes Column Sorting Hierarchy Organization Alphabetically by name Alphabetically by name then by Appliance organization name alphabetically Portal Accounts Displays the list of defined accounts for this Portal See Defining Portal Settings for details Portal Settings Displays the various email and network settings for this portal See Defining Portal Settings for details EndPoint Summary Displays the total number of EndPoints that report to this portal It also shows the number of EndPoints in Offline Warning or Critical Status Click on th

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