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ShadowControl CMD User Guide

1. i shadowControl Status Rule Policy Policy Mame Default Polic Shadow Control Rules S EndPoing Unresponsie Trigger an alert if the EndPoint has net communicated with the appliance within the speciied ne period 15 Mimea T Sert uing Sevsrite Cial T thada Protect Aules Failed Back im Jap Trig Ser an wert the bPeckup joo remeny im a ieeled shale for the spected bie parod Hous T s aq Severe Creal T Hacks ba Hake riggs art the endpoint sac een Soe ao rat k ilur p tempt Backup failures J onmpar d te total backups S Abert using Severity T Last WSS Bachoup Trigger an alert if no maccesdul VSS backup occurs within te speciiied Hime period ar I Brit Dectinatien Nak Usage Teper an alert if a destination i dik ace eoceeds the ipeciied percentage Warning lert level 0 Dritical dilert lel 95 E Laces Status Trigger a warning wert when a ShedoeProtect AGP icere b 5 devs mon expiration Trigger a erica akri shar a Beaders ap 7 Cepit Status Trigger an slart the Shadowlrobect serice becomes unresponstes Alert uring Severity Warming magotanager Rules Maruged Folder Disk L pe Trigger mi pert F a managed folders dak maps erised the specmed percentage ert kerel HU Verification Status rigger an skert H an inmegewonager venation job fal tert using everis Laical F 7 Replication usse Hre Trigger an alert ii a replication jobs qaeue exceeds the specliied number of files kasiu Ai Alari uting Saverity
2. 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 20 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 Tags This dialog displays the list of existing user defined tags with the option to create edit or delete tags i Tags Create Tag FT Bldg ImageReady W UEFIMoBo 4m Windows i 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 Create Tag CMD also supports adding tags directly from the EndPoint Details Info section Note Tags support multi lingual characters Renaming Tags Click to change the tag s name CMD updates the name and preserves the link to all EndPoints using this tag Deleting Tags Click W to delete the tag
3. cage Lisp ie ii Sa ge Pa ee i Fears iii 2 HE FFEA THH Ses AHH EPEAN EHT F EHE E T mgs a g Lien 5 3 ShadowProtect Licensing The Additional Information section under Reports can display ShadowProtect license usage for EndPoints subscribed to this appliance Click ShadowProtect Licensing to display this report 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 45 of 54 SS sTORAGECRAFT ie shadowProtect Licensing w Americas License 6 1 7606 None Y APAC License 6 1 7601 6 1 7607 v EMEA License None None EndPoint test 420 027 test 425 030 EndPoint ywm2000syv en test 470 001 EndPoint CMD EP 2008 1 LAP WT DaD CMD orders these details by organization ShadowControl CMD User Guide Note Accurate licensing reports requires ShadowProtect v4 2 7 or newer on the EndPoint 6 Upgrading CMD CMD includes an automated system to upgrade the 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 w System Info Version gt Update Appliance 135 24247 1 7 24247 22 1 Click Release Notes to review new features or enhancements of the upgrade Online refer to the CMD ReadMe file 2 Click Update Applia nce 3 The wizard displays scheduling options for the appliance and for EndPoints w System Info
4. Username Password From Address Security Use TLS Don t use 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 SH ADOWCON TROL CMD 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 such as part of a test However we recommend that each appliance have an SMTP server configured for sending email notifcations Keep the selected Built in SMTP option to use CMD s SMTP server Enter an address in the From Address field This does not have to be a valid address Select Use another SMTP server to send notifications with an existing server Specify this other server s settings including credentials Note ShadowControl uses Port 25 by default If necessary substitute Port 587 if ShadowControl fails to send email reports Enter an address in the From Address field Choose whether to use TLS Select Don t use an SMTP server if you choose to run a test on CMD Click Save Click Send Test Email to confirm th
5. Warming T 7 Lberee Shatud Trigger a warning dart when an imapebianager MOP Geena H 5 day from expiratian Trigger critical alert shen a icense expires Sends Status Trigger an alert H the InageManager jercica Kecomed unrenponiivs Alert using Severije Waring T Tae Cancel Note By default various status rules are active with thresholds set based on best practice Administrators can select which rules to apply to a given organization or site 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 38 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Severity and Status Icons Most of the rules include a setting for severity Warning or Critical CMD uses the severity setting as the threshold to change the icon shown for the affected EndPoint in the EndPoint list as well as issue notifications An administrator can select this severity setting based on their requirements or concerns for their EndPoints For example an administrator may create a unique set of status rules for a Policy called Servers then add all server EndPoints to use this policy EndPoint Based Rules ShadowControl is an EndPoint focused monitoring tool This means that it issues alerts for a change of state for each EndPoint not for each threshold exceeded For example if the EndPoint s ImageManager encounters two or more backup file verification errors ShadowControl reports the first occurence not subsequent ones The dat
6. aem 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 the CMD Dashboard by default or lists of EndPoints or configuration details For more information see Main Panel 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 16 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 3 1 Navigation Panel The left side Navigation panel provides access to CMD status and tools Dashboard EndPoints Current List Organizations Tags Policies Reports Appliance Accounts Appliance Settings Total EndPoints E Critical B Waming Unresponsive ao 6 amp t Advanced Search Search SS tay STORAGECRAFT Welcome to Storage raft Shadow antral The items include Dashboard Displays the current status of each monitored EndPoint for ShadowProtect ImageManager and ShadowControl agent notifications This is the Main Panel s default view See Dashboard for more information Displays a list of subscribed devices to the applianc
7. lt file size in MB gt ty replication name lt replication job name gt status lt IM s description of current status gt queued_files lt number of file waiting to be replicated gt F J hsr uuid lt uuid of hsr job gt name lt hsr name gt state lt summary state gt jobs 4 uuid lt uuid of hsr target gt path lt path of hsr target gt state lt target state gt M M status lt string displayed by IM describing target s current status gt last_update lt datetime of last HSR update for this target gt ty J J J Jr Jr Jy one entry for every endpt in the request 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 54 of 54
8. only given if available gt summary ts lt date of info for day 1 gt jobs_successful lt number of successful jobs completed on this day gt jobs_aborted lt number of aborted jobs gt jobs_failed lt number of failed jobs gt img_total lt number of backup images saved during the day gt total_size lt total size of all backup images in Bytes gt ty for day 2 J Jy one entry for every endpt in the request Current Endpoint Status Reporting api reports status lt endpt uuid gt lt endpt uuid gt name lt endpt name gt org lt org gt lt site gt timezone lt endpoint s timezone given as seconds offset from UTC only given if available gt status lt current endpoint status ok warning yellow critical red offline endpoint not responding gt lost_contact lt minutes since appliance s last contact with the endpt 0 if endpt is currently responding gt shadowprotect jobs name lt name of job1 gt policy lt name of ShadowControl policy used to create the job omitted if no policy gt status lt current job status queued pauses etc gt next_run lt datetime of next scheduled backup gt ast_run lt datetime of last backup gt last_mode lt type of last backup full incremental gt last_result lt result of last backup success failure gt
9. CMD also removes the deleted tag from all EndPoints previously using it Reports CMD can generate cumulative reports at these intervals e Daily e Weekly e Monthly 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 ShadowProtect licensing See Reporting for more information 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 21 of 54 S STORAGECRAFT ShadowControl CMD User Guide Appliance Accounts Appliance Accounts displays a list of the defined users for the appliance i Accounts Username Email Role Organizations Actions dad dad example com Superadmin Fi ill lara laraDexample com Admin fi superadmin john harris storagecraft com Superadmin f Add User Actions You have two actions available when working with a selected user account Icon Description Function Opens the selected account s configuration page Use this r Pencil icon page to edit the user s name email address language or role Deletes the selected user account Note that CMD will not Trash can i W icon delete the currently logged in user or the superadmin account Add User The Add User button opens a page where you can add a new user to the appliance F Add User Configure user account settings for loggin
10. DNS name for an offsite CMD appliance Subscribes the EndPoint to the TestCMD appliance using Port 8443 Specify the appropriate server name or its IP address when used Resubscribes the EndPoint to the TestCMD appliance Specify the appropriate server name or its IP address when used Since an EndPoint can only subscribe to one appliance the command does not require the appliance s IP address May be required if the appliance is not accessible Subscribes the EndPoint and attaches the tag WinXP for use in sorting the EndPoint List Page 15 of 54 SS sTORAGECRAFT Manually specify an organization and site for the stccomd exe subscribe o my org smy site U username P password EndPoint subscription Manually specify an EndPoint type stccmd exe subscribe m server Manually specify an appliance username password organization and site and EndPoint type during the subscription stccmd exe subscribe 192 0 0 2 U CMDAdmin P XLOStor O my Org my Site m server 3 Understanding the CMD Console ShadowControl CMD User Guide This example subscribes the EndPoint to the my_org organization then assigns it to the my_site site If subscribing to only an org leave off site in the command Assigning an EndPoint to an organization or site requires the desired CMD appliance s username and password in the command Identifies the system as a server type i
11. gt Product Registration ShadowControl v1 3 0 29138 1 7 29138 45 Release Notes Update Appliance funco 540 MB of 995 MB available 45 7 used 12 GB of 14 GB available 14 3 used 0 00 0 42 America Cuiaba a America Curacao America Danmarkshavn America Dawson America Dawson_Creek America Denver v Shut Down Appliance These sections appear and the settings function the same as for the Appliance Settings on a single CMD appliance The difference 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 52 of 54 LS STORAGECRAFT ShadowControl CMD User Guide is the lack of a subscription section at the bottom as a portal cannot subscribe to another portal or appliance 9 Appendix Experimental Report API ShadowControl CMD includes two experimental reporting APIs for use by developers to access EndPoint information e Historical EndPoint Data e Current EndPoint Status The results are sorted by organization then by site Each API filters these results based on the credentials entered Superadmin credentials deliver complete data while lesser credentials deliver data for only those EndPoints the user is authorized to monitor Historical Data Reporting api reports history lt endpt uuid gt lt endpt uuid gt name lt endpt name gt org current org lt org gt lt site gt timezone lt endpoint s timezone given as seconds offset from UTC
12. Critical Offline Search After you select the characteristics of the EndPoints you 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 27 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 3 2 Main Panel The CMD console s Main panel can display e A Dashboard showing the status of EndPoints and notifications for ShadowProtect ImageManager and ShadowControl agent issues e A list of all subscribed EndPoints sorted by status and then by name e A spec
13. This section covers e Understanding the Portal Console e Using Org Groups e Portal Report Schedulin 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 26 of 54 LS STORAGECRAFT ShadowControl CMD User Guide e Defining Portal Settings EndPoint Summary The EndPoint Summary lists the total number of subscribed EndPoints It then breaks down the total by status Critical Warning and Unresponsive Total EndPoints E Critical E Waring Unresponsive O co fo om Click on a status to display a filtered list of the EndPoints with that status in the Main panel 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 Exchangel Advanced Search Search by 7 Name Organization v Site V Tags Type Server V Desktop V Laptop iM Virtual Status I Good v Warning
14. data to create a chart of projected Apka storage space requirements for the next 3 6 and 12 months Y Note This is only a rough estimate and varies based on the rate of change of data in each backup Backup Displays the last backup information for each EndPoint Details 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 43 of 54 LS STORAGECRAFT ShadowControl CMD User Guide This report shows only those EndPoints in organizations Administrator assigned to each administrator The report does not include last backup details 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 5 2 Sample Report CMD reports can have four sections Displays a chart of the number of EndPoints that EndPoint are Critical Warning Good or Unresponsive and Summary a list of ShadowProtect ImageManager and ShadowControl agent notifications Lists the
15. 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 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 10 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 b
16. 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 40 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 alerts 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
17. last_success lt datetime of last successful backup gt destination lt path to destination gt 7 t name lt name of job2 gt ee Pa 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 53 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Fr magemanager folders path lt path to folderi gt state lt current state active 10 syncing 20 offline 30 failure 40 gt file_count lt number of files in folder gt folder_used_mb lt total folder size in MB gt vol_total_mb lt filesystem total size in MB gt vol_free_mb lt filesystem free space in MB gt consolidation_errors code lt error code reserved for future use currently empty gt details lt error as produced for display in IM gt ts lt datetime of failure gt filename lt name of the file that failed during consolidation gt volume lt volume name gt Jr Verify_errors 4 code lt error code reserved for future use currently empty gt details lt error as produced for display in IM gt ts lt datetime of failure gt last_success lt datetime fo last successful verification gt Volume lt volume name gt collapse lt type of collapse attempted gt snap_ts lt datetime of snapshot gt Chain lt UUID of chain can be used in IM Rest API to access more chain info gt file_size
18. not registered CMD will only show the version number 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 36 of 54 LS STORAGECRAFT ShadowControl CMD User Guide ImageManager Version StorageCraft ImageManager 6 5 1 31908 en Registered User House Company STC Serial Number 1234 5678 AAAA 1B34 Managed Folders 5 Folders Folder Details Licensing License Type Total Available lt Assignedto Agent In Use by Agent ShadowStream Replication 5 5 0 0 Jobs intelligentFTP Replication 5 5 0 0 Jobs HeadStart Restore Jobs 5 4 1 1 Network Replication Jobs 5 5 0 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 Refer 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 Y mageManager 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
19. open a command prompt as administrator Use the stccmd 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 Manual Updates for EndPoints Push Updates for EndPoints only works for CMD agent versions 1 1 1 to 1 3 Upgrades from older agents to 2 0 require manual updating To perform a manual update 1 Download the latest agent from the Support page 2 Copy unzip and run the client install on each EndPoint The update will 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 prio
20. 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 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 Offline 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 41 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 5 Reporting The Reports option in the Navigation panel displays report settings and a list of recent
21. 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 3 3 Session Panel The Session Panel appears at the top right of the console User dad AccountSettings Help Logout CETA This panel displays User Shows the currently logged in username 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 37 of 54 SS sTORAGECRAFT Displays in the Main panel the currently logged in user s settings The user can then change their password email address the type of notifications to receive All Critical Only or None or the user s preferred language Click Save to save the new settings Use the Appliance Accounts option in the Navigation panel to change the administrative role if needed Account Settings Opens a new tab in the browser to display Help this ShadowControl CMD User Guide Requires Internet access 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 4 Using Status Rule Policies ShadowControl CMD User Guide Status Rules Policies are the heart of CMD s monitoring All EndPoints use the Default Policy unless assigned to a specific new policy
22. 2 2 Installing the CMD Agent You must install the CMD agent software on each device you want to monitor The EndPoint agent is found in the CMD directory The default is C Program Files x86 StorageCraft CMD System Requirements CMD client s hardware and software requirements are the same as for ShadowProtect CMD supports ShadowProtect versions 4 2 7 and newer Remote licensing requires ShadowProtect 4 2 5 or newer CMD monitors StorageCraft ImageManager 6 and newer 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 12 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Note All EndPoints must be manually upgraded to v2 0 CMD can perform automated updates for 2 0 and newer EndPoints Subscribing to the CMD appliance occurs automatically when installing directly on the EndPoin
23. 42791 1245 56439 12734 Jobs Job Name Sirig Last Success Last Finesh Tames Mexi Run Time Destination ACTIONS Quewed i730 May i 17 30 May 1 O4 30 May 2 VWilEachups Destinations Lkestinahon Path y Weackups WlestHostivi sackups M ari VOUS Listing of all volumes mounted on thes EmdP oon SO Liar ine Free Spe Total Space DS Volume Protected 5277 GB 7 66 GE Yag Ho More details System Reserved 108 70 ME 350 00 hg Ha Ho More details ImageManager vergin Shorage ram mags Manager 6 5 1 319 08 en Registered User House Carpay STC senal Hum ber Lf e 36 0 0 1 E Mariaged Folders 5 Folders Folder Dedaile Licensing License Type Total Available Assigned tio Agent in Use by Agent Shada Seam Haplicahon a 5 e tJ Jos inteligeaniFTP Fie plication Joba HeadStact Resiore Jods 5 4 1 i Network Replication Jobs 5 EndPoint Agent info asion 20 035 ra Linsubsonbe End Poet EndPoint Details include sections that describe e Info e ShadowProtect e Volumes J J 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 Outstanding Conditions The Outstanding Conditions section displays the current outstanding conditions for this EndPoint These conditions occur when the EndPoint exceeds the threshold of one or more of the statu
24. AGECRAFT User superadmin ett Heip SHADOWCONTROL EndPoints a EndPoints Appliances Appliance Organization Site Status Last Backup Tags Reports a Organization Required Org Groups B WIN QDOVCA6RSQI VirtualAppliance 4stOrgGroup Offline 8 hours Organizations oO Vm win7 PC VirualAppliance tstOrgGroup Critical Portal Accounts Portal Settings ritical The Portal console is divided into three panels Navigation Panel Located at the left side of the console the Navigation 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 48 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 Portal Navigation Panel The left side Navigation Panel provides access to the Portal s tasks EndPoint summary and
25. EndPoints by organization their backup job success summary for the report s time ShadowProtect period the size of the EndPoint s last backup file EndPoint and the average size for these files per day and the EndPoint status Details Note Supports ShadowProtect v4 2 7 and newer Lists the EndPoints by organization with their e ImageManager job status inlcuding replication and HSR ImageManager e Number of replication and HSR licenses EndPoint e Managed Folder summary number of managed folders number of images and total disk space used e Current EndPoint status Details Note Requires ImageManager 6 or newer 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 Storage space requirements for the next 3 6 and 12 Statistics months Note This is only a rough estimate It varies based on the rate of change of data in each backup A sample report showing all four sections appears like this 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 44 of 54 S STORAGECRAFT ShadowControl CMD User Guide ShadowControl Appliance Daily Report efihoweooenry shadowcontrel appl Dado le Bed Sl Drita irmi Ene pom hmr mup beun ee jepan E E E S TELE jana atm fee m imun lmp as arsi eer dye lores fan bam Brel Sera iar LAE Simm P ar Baku at at a aa aS ey lume ore LT HALL iced
26. Guide Item Description Reports the software version for the CMD appliance not the Linux version it runs on 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 Version Click this button to perform an automatic update to the appliance View the CMD ReadMe to see what enhancements come with the update Note This button only appears when CMD detects an update to the appliance software Update Appliance Schedule This button only appears after clicking Update Appliance Appliance Use this option s Schedule Appliance Update dropdown box to Update perform the appliance update immediately or at a later time This dropdown box only appears after clicking Update Appliance Use it to set the time when the automated updating of EndPoint agents should end or to mandate a ia manual update of each agent CMD then updates each agent at Window random intervals in the selected time This prevents saturating network bandwidth Note Automated updating is supported only with CMD EndPoint agents v2 0 or newer conse Displays the user defined code set during the install that may be used by StorageCraft Support in troubleshooting appliance Code ae issues Treat this as similar to a password Displays the amount of RAM the CMD appliance is using Ja p N
27. MD User Guide This Guide describes the CMD monitoring technology how to use the product and how to derive maximum benefit from CMD This guide covers ShadowControl CMD v2 0 1 This user guide includes the following major sections CMD Overview Installing CMD Understanding the CMD Console Using Status Rule Policies Reporting Upgrading CMD CMD Backup and Restore Additional Information For emerging issues and other resources see the 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 4 This symbol designates Note or Warning text that highlights important information about the configuration and or use of ShadowControl CMD 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 It also provides a critical secondary monitor on the ShadowProtect and ImageManager services in the event of either failing without notification 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 clien
28. Points Americas Filter by Organization DefaultOrganization You can modify the list of EndPoints using the filtering options e a 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 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 E 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 v Send Reports Send Alerts Send Reports Send Alerts Notification Language English v Notification Language English v 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 Not
29. SS 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 Rule Policies 4 1 ShadowControl Rules 4 2 ShadowProtect Rules 4 3 ImageManager Status Rules 4 4 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 8 Appendix Using the CMD Portal 8 1 Understanding the Portal Console 8 2 Using Org Groups 8 3 Portal Report Scheduling 8 4 Defining Portal Accounts and Settings 9 Appendix Experimental Report API 2014 StorageCraft Technology Corporation StorageCraft Support Center 11 11 12 16 17 28 37 38 39 39 40 40 42 42 44 45 46 47 48 48 51 51 52 53 Page 2 of 54 LS STORAGECRAFT ShadowControl CMD User Guide ShadowControl CMD User Guide Welcome to the StorageCraft ShadowContro C
30. Search capability EndPoints Appliances Reports Org Groups Organizations Portal Accounts Portal Settings Total EndPoints Critical Warning Offline a amp o t 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 display 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 t
31. Version Access Code RAM Usage Disk Usage CPU Usage Load Average 5 min Appliance Timezone ShadowControl v2 0 0 35776 1 7 35778 86 Release Notes Update Appliance Schedule Appliance Update Startimmediately EndPoint Update Window 15 minutes Schedule Update funco 540 MB of 995 MB available 45 7 used 12 GB of 14 GB available 14 3 used 0 00 0 42 Set Timezone Reboot Appliance America Monterey America Montevideo America Montreal America Montserrat America Nassau America New_York Shut Down Appliance Select a time to update the appliance 4 Select a time when CMD should complete the updates to EndPoint agents CMD will randomly update each EndPoint during that interval to conserve bandwidth 5 Click Schedule Update CMD will install the latest software on the appliance It will then automatically push the latest client software to each EndPoint and install it Note Automatic updating requires EndPoint agent v2 0 0 or newer installed 6 Export a backup of the Appliance database Click Appliance Settings gt Appliance Backup gt Export Backup File 2014 StorageCraft Technology Corporation z StorageCraft Support Center Page 46 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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
32. adowControl Subscription Application This option allows the user to specify the CMD appliance to subscribe to Accept the default if this is a new agent install If it is an upgrade uncheck the box 8 Click Finish 9 If this is a new install the ShadowControl Subscription Application appears ShadowControl Agent Settings o E File BA WN Be A To subscribe this EndPoint to an Appliance enter the Appliance DNS Host Name or IP address DNS Host Name IP Use alternate port 8443 Machine Type Desktop z Use Admin credentials Subscribe On the ShadowContro Agent Settings page specify the required information DNS Host The hostname or IP address of the CMD appliance where you want to Name IP subscribe this endpoint men Check Use alternate port 8443 to have the EndPoint port communicate with the CMD appliance on port 8443 if the default SSL 8443 port 443 is already in use Machine Enter the endpoint s type or class Options include Desktop Type Laptop Server and Virtual CMD uses this information to classify systems within its interface 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Use enroll the endpoint ea If you do not provide valid credentials or enrollment information the cradentale PON EndPoint appears in the list with a request to Approve or Deny its subscription A CMD administrator or s
33. ails on the configured Destinations backup file destinations for this device Click Backup Images to display a list of the backup files stored on the selected destination This list will also show date and time of each file its name type size and other details Some destinations require credentials to access them For this reason some destination backup file lists may show no entries 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 My Passport 31 GB 931 GB Os 248 GB 297 GB RECOVERY 523 MB 751 MB These volume details include OS Volume No Yes No Protected No Yes No More details More details More details Description Displays the volume label for all partitions on each accessible drive to the device Note This list might display hidden volumes OS Volume of this partition Protected More details ImageManager e the mount point e free total space e sector cluster size Indicates whether this is a boot volume Indicates whether ShadowProtect performs backups Displays a list including e if ShadowProtect backs up this partition This section displays the ImageManager licensing details for this EndPoint ShadowControl CMD User Guide Note CMD displays a message if ImageManager is not installed If ImageManager is installed but
34. an be further subdivided into one or more sites 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 54 LS STORAGECRAFT ShadowControl CMD User Guide ShadowtControl CMB APPLIANCE be CMD agent CMD agent ENDPOINT ENDPOINT g CMD agent CMD agent ENDPOINT ENDPOINT 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 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 yy APPLIANCE SN ZZ T yy g ENDPOINT ENDPOINT By defining multiple organizations and sites administrators have a convenient way to send different individuals as contacts or 2014 StorageCraft Technology Corporation StorageCraf
35. anizations lists the total number of EndPoints subscribed to an organization For sites lists the number of EndPoints assigned to the site 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 A Add site icon Opens a dialog to configure a new site for the organization 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 18 of 54 S STORAGECRAFT ShadowControl CMD User Guide Aag Displays a filtered list of available EndPoints Checkmark one EndPoints ese cori or more to add them to the site or organization Opens the selected organization s configuration page Use Blue pencil l P on 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 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 i Assign End
36. 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 7he 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 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
37. applications such as SQL or Exchange If a Minutes problem occurs with VSS such as with an unreliable third party VSS Critical Last VSS Hours Backup writer ShadowProtect may resort to performing a crash No 1 Day Dave Default consistent non VSS backup A crash consistent backup may Default Warning require additional recovery effort so CMD issues an alert whenever the set period of time passes without a VSS backup 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 39 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 90 Destination When checked CMD issues an alert whenever the amount of used ra ee n Critical Disk Usage SP CE in the image file destination drive exceeds the specified Yes Warnin a ge Default Je threshold J Warning 95 for percentage Critical When checked CMD issues a Warning alert when a system using a erse ShadowProtect MSP license is 5 days from expiration It issues a Yes N A None None Status om l i Critical alert when the MSP license expires PN Warning Service When checked CMD issues an alert if the ShadowProtect service is Yes N A None Default Status not responding a Critical 4 3 ImageManager Status Rules The Status Rule Policy for ImageManager includes oai Active by Default i Severity Rule Description Default Value Rule Options Options Warning Managed When checked CMD issues an alert if the used space on 90 Specify the Folder Disk the dr
38. archived reports in the Main panel J Reports View Report View the current superadmin report Schedule Reports Configure scheduled reports w Recently Generated Reports Select from the list below to view the most recent archived reports Organization Admin Date SuperAdmin Reports shadowcontrol appl 1 May 01 2014 Administrator Reports Organization Reports BDR May 01 2014 Desktops May 01 2014 Servers May 01 2014 w 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 record Click on a report in the list to view it in Reports HTML in a new browser tab 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 Preferr
39. ately EndPoint Update Window 15 minutes 7 Schedule Update Access Code funco 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 Monterrey A America Montevideo America Montreal America Montserrat America Nassau a Set Timezone Reboot Appliance Shut Down Appliance gt Appliance Backup gt Email Settings gt Network Settings gt Security gt Product Registration The sections include System Info Email Settings Security System Info Appliance Backup Network Settings Product Registration System Info provides details on the CMD appliance and options to control the server w System Info Version Access Code RAM Usage Disk Usage CPU Usage Load Average 5 min Appliance Timezone Set Timezone ShadowContral v2 0 0 35778 1 7 35778 86 Release Notes Update Appliance Schedule Appliance Update Startimmediately EndPoint Update Window 15 minutes Schedule Update funco 540 MB of 995 MB available 45 7 used 12 GB of 14 GB available 14 3 used 0 00 0 42 America Mo nterey America Montevideo America Montreal America Montserrat America Nassau America New_York Reboot Appliance Shut Down Appliance These include 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 23 of 54 LS STORAGECRAFT ShadowControl CMD User
40. ction and any of the following sections Y EndPoint Connectmty overall connection status of all monitored EndPoints Y EndPoint Backup listing of last backup for each ShadowProtect installation vi Storage summary of storage space used by backups V Backup Details last backup and backup summary information for each endpoint site ave 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 issues reports based on the options selected Types of Reports The scheduler generates a report with four possible sections based on the selected options Displays a chart of EndPoint status Critical Warning Good or Offline a list 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 number 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
41. e Both organization and site names support non English characters They do not however support control characters such as amp and similar 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 19 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 U Bw 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 ita member of this organization 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 Click Edit Rules to v
42. e 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 to o Specify a secure password for the SuperAdmin account o 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 The static IP address cannot be changed except by reinstalling the appliance 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 JPaddress where JPaddress is the address you gave the CMD appliance during the installation Note If you need to reboot or shutdown the appliance you can do so from the CMD console
43. e 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 your 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 d
44. e connection U B WN 2 i ee 2 1 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 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 0 0 0 0 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 25 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Security ShadowControl supports encrypted communications between endpoints and the ShadowControl app
45. e in the Main Panel This option 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 EndPo nt List for more information 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 or delete tags Tags simplify EndPoint searches as a filter to display only those sharing a common characteristic or role See 7ags for details 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 17 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Policies system These status rules govern when CMD displays and reports alerts concerning EndPoint issues See Policies for more information 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 ee D
46. e of this first occurence appears in the logs and is not updated for subsequent errors 4 1 ShadowControl Rules The Status Rule Policy for ShadowControl includes Rule Description ANE Default Rule Severity Default Value Options Options EndPoint When checked CMD issues an alert when an EndPoint has not Minutes Critical Unresponsive communicated with the appliance within the specified time Yes 15 Default Default period Hours Days Warning 4 2 ShadowProtect Rules The Status Rule Policy for ShadowProtect includes Active ee Default Rule Severity Rule Description by i default Value Options Options Minutes Critical Failed When checked triggers an alert if the EndPoint has not v s tHour Hours Default Backup Job communicated with the appliance within the specified time period Default Warnin i Days g When checked triggers an alert if the endpoint exceeds the specified 3 Number of ratio of backup failures to backup attempts This rule works if a ires Daku Backup backup failure occurs not just once but on multiple occasions within lathe ae Critical Failure a set number of backups This rule escalates the alert that the Failed No last 5 sinner of Default Rate Backup Job rule generates by notifying the administrator that a Back tgal Warning pattern of failures is occuring in other words when the failures are atten ee not consecutive P P ShadowProtect leverages Windows VSS support to provide optimal backups for server
47. ed Language setting 5 1 Report Scheduling The Schedule Reports button on the Reports page displays the Report Scheduling settings page 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 42 of 54 LS STORAGECRAFT ShadowControl CMD User Guide g Report Scheduling the selected schedul Schedule the generation of reports tailored to specific administrators and contacts Reports are sent by email according to chedule v SuperAdmin Report Send a report to each SuperAdmin Send reports Every day Report will contain a Summary section and any of the following sections EndPoint Connectiity overall connection status of all monitored EndPoints V EndPoint Backup listing of last backup for each ShadowProtect installation Y Storage summary of storage space used by backups V Backup Details last backup and backup summary information for each endpoint site Y Administrator Report Send reports Every week 9 Send an organization report to each Administrator Report will contain a Summary section and any of the following sections Yi EndPoint Connectivity overall connection status of all monitored EndPoints Y EndPoint Backup listing of last backup for each ShadowProtect installation Storage summary of storage space used by backups v Organization Report Send an organization report to the primary contact of each organization end reports Every month Report will contain a Summary se
48. emand 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 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 operating 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 e Active Internet connection to download server components during the install e An available IP address for remote console access Note This static IP address cannot be changed except by reinstalling the ap
49. er 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 Status Icons Status Icons The color of the status icon indicates the EndPoint s current condition its shape indicats the EndPoint s machine type Offline Offline a 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 30 of 54 S STORAGECRAFT ShadowControl CMD User Guide Critical Desktop Virtual i B Virtual B e Virtual EndPoint Details Double click on an individual EndPoint in the EndPoint list to display its details 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 31 of 54 LS STORAGECRAFT ShadowControl CMD User Guide f test win2012 r Info Status Good Eventlag Plator Windows Derer 2012154 Sysieam log Processor Imiel amp s Family 6 Model 58 Stepping 9 Geanuineintel Mermar 4 0 GB 160 used 704 0 MB Fage file Lasi Resia IP Addresses Locais rankan Silke Machine Type Tags Imporand Applications ShadowProtect 2 days aga Wh We en_US Alaskan Daslight Time Litc isno Severs Edit Aone Eda Sever Edd Assign tags 6 Terson ShiadowProted 5 0 4 27363 en Litens
50. er associate EndPoints with similar requirements Install the CMD agent on each ShadowProtect guarded system 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 Wl lt Yl Yl Yl CMD agent CMD agent ENDPOINT ENDPOINT Devices send status reports to CMD over SSL M ShadowControl CMD ai APPLIANC running on Linux CLIENT WORKSTATION VIRTUAL MACHINE g i VI i 9 b CMD agent CMD agent ENDPOINT ENDPOINT Each CMD EndPoint reports to the CMD appliance using SSL over Port 443 or 8443 Status Rules A major benefit of CMD is the ability to set alert thresholds called Status Ru es 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 Critical Activity on the E
51. ersion 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 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 Uses the Windows Time Zone data 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 33 of 54 SS sTORAGECRAFT Organization Identifies the device s Click Editto display CMD Organization a dropdown box of available CMD organizations Identifies the site the Click Ed tto display device is a member of a dropdown box of within the current available sites within organization shown the current CMD above organization It will also offer the Manage Sites option which opens the Sites page Machine Importance Displays critical semi Click Ed tto display critical or non critical a dropdown box for The default setting choosing one of the results from CMD three options best guess based on the Machine Type Machine Shows Server Click Edit to display Type Deskto
52. est HostivM BackupsWMM Srvri2 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 w ShadowProtect Version sShadowProtect 4 2 7 19756 en License License Expired Click Activate to enter the license number f 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 BK WN Note This license number push install only works with ShadowProtect version 4 2 5 and newer Backup Jobs The ShadowProtect section offers options to see further information about the job or destination Description Identifies details for Click Actions to show the job s all ShadowProtect last run time next runtime backup jobs defined results and the last backup for this device job s event log 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 35 of 54 SS sTORAGECRAFT Displays det
53. g into this appliance Username Password Confirm Password Email Preferred Language English x 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 Role Superadmin x Save To add a user 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 Read Only Organizations Acme QA Division E stc Corp 4 To assign an organization to the new user mark the checkbox next to one or more of the listed organizations 5 Click Grant Access Use Remove Access to unassign an organization for this user 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 22 of 54 SS sTORAGECRAFT 6 Click Save to create the new user account Appliance Settings ShadowControl CMD User Guide The Appliance Settings option in the Navigation panel displays the system s current settings p tom int appl02 v System Info Version ShadowControl v2 0 0 35778 1 7 35778 86 Release Notes Update Appliance Schedule Appliance Update Startimmedi
54. he CMD agent silent Install command syntax is msiexec exe quiet i ShadowControl_ Installer msi Run this command from the folder with the Installer msi or include the path ie C Program Files x86 StorageCraft CMD ShadowControl_Installer msi Subscribing the EndPoint When performing a Silent Install you can manually subscribe the EndPoint to the CMD appliance from the command line to monitor the EndPoint Manual Subscription The majority of EndPoint subscriptions occur using the install Wizard In some cases however the EndPoint may require a manual subscription to a ShadowControl appliance For example as part of a Silent Install To perform a manual subscription of an EndPoint to an appliance 1 Run a command prompt as Administrator on the unsubscribed EndPoint 2 Navigate to where CMD is installed The default is Program Files x86 StorageCraft CMD 3 Enter the command stccmd exe subscribe lt IP address Server Name gt where JP address is the address to the appliance and Server Name is the DNS name Use either the address or the server name if the appliance is on an external address The EndPoint Agent subscribes to the specified ShadowControl appliance Note An EndPoint agent can subscribe to only one appliance at a time 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 14 of 54 SA sTORAGECRAFT Command Line Options The agent supports various options for appliance connectio
55. hen 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 the status to display a filtered list of the EndPoints with a specific status in the Main panel 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 49 of 54 LS STORAGECRAFT ShadowControl CMD User Guide Search Type in a search term to display a list of EndPoints organizations or sites that include the term See Search for more information Portal Main Panel The Portal Main panel by default shows a list of all EndPoints on all subscribed appliances I EnaPoints EndPoint Appliance Organization Site Status Last Backup Tags tal Arnica Default Approval Eoi z O Vista x64 EN VirtualAppliance Organization Required amp min a WIN QDOVCAGRSQI VirtualAppliance 4stOrgGroup Offline 8 hours Vim win PC VirtualAppliance 1stOrgGroup Critical vmxppro x64 EN VirtualAppliance 1IstOrgGroup Critical 6 min i ita am 1st rgGroup Critica _ win x86 EN VirtualAppliance VirtualSite Critical LJ ym2000pro en VirtualAppliance i ae Warning an
56. iew the current progress of the export Pressing lt F5 gt causes ShadowControl to abandon the first export and initiate a new one This prolongs the export process Once the export completes 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 The CMD database does not include customized branding graphics Create a separate copy of these another drive to reinstall these after a CMD restore The database also does not include network settings or custom SSL certificates Again keep a separate copy of these for reference during the restore 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 47 of 54 U BR WN OD LS STORAGECRAFT ShadowControl CMD User Guide To Restore the CMD Appliance 1 On new or restored hardware confirm access to the external or network drive with the CMD database backup file 2 Rerun the ShadowControl install program The Initial Appliance Setup dialog displays a choice of configuration options STORAGECRAFT SHADOWCONTROL J initial Appliance Setup Aa How would you like to configure this appliance J Setup a new appliance STORAGECRAFT Restore this appliance from a ShadowControl database backup file Provide the ShadowControl database backup fi
57. iew the selected organization s status rules and modify them 4 Click Save to keep the changes See Using Status Rule Policies 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 H in the organization s Actions column CMD displays the Add Site dialog J Add Site Site Name Organization Americas wv 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 v 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 amp 2 or similar
58. ific 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 three e Dashboard e EndPoint List e EndPoint Details Refer to the Navigation Panel for details on the settings pages Dashboard The default display in the Main panel is the Dashboard Filter by All Organizations Auto Refresh On ShadowProtect Status StorageCraft ImageManager Status ShadowControl Status Ue amp ShadowProtect Notifications ImageManager Notifications ShadowControl Notifications C O I ShadowProtect Log ImageManager Log ShadowControl Log cense Expired oreeVistal est 5 2 10 46 Consolidation Failed insp530 5 2 13 22 a 5 2 13 21 sceo og DOA D Endf Endl 21 EndP 2 13 19 EndPoint sut 3 2 13 16 EndPoint subscn 5 2 10 4 EndF 2 10 43 EndP sul j EndPoint subscribed 1 tndPoin 1 EndPoint mt it jt 3t 3 gt oOo 8 View Full Log The dashboard provides a quick summary of EndPoint status e ShadowProtect backup performance e ImageManager consolidation and replication e ShadowControl activities with EndPoints The dashboard can filter the monitored EndPoints displayed by organization using the filter dropdown box at the upper left The display automatically updates on a regular basis unless the toggle at the upper right is set to Auto Refresh Off 2014 StorageCraft Technology Corporatio
59. isplays the appliance s settings See Appliance Settings for more information EndPoint Does not display when viewing the Dashboard Shows the number of EndPoints with a breakdown of their Summary condition See EndPoint Summary for more information A search field which displays a list of EndPoints that match specified search terms or criteria See Search for more information Note Search only appears when EndPoints is selected in the Navigation panel Displays a scrolling list of messages about StorageCraft and ShadowControl CMD This feature is available in Mewerred English only 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 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 EndPoint Count Actions rh eor wae M Draper 0 a 4 J ireiana 0 7x ri Desktops aX rh Servers 2 wR ch Default Organization 0 Ee Add Organization The list displays O commn OOOO O O O Organization Site Shows the organization s name and any sites that are part of it EndPoint Count FOr Org
60. ive with the managed folders exceeds the set Yes e percent of disk N A Usage threshold 950 space used ee When checked CMD issues an alert if an image file fails its oe vennecation verification test This test confirms the fidelity of the file Yes Critical Severity level lle Status Warning for restoration Consolidation When checked CMD issues an alert if an ImageManager a Minutes Critical u Yes Critical Status consolidation job fails Hours Days Warning When checked CMD issues an alert when the list of files Specify the Warni Rp i l arning Replication waiting to replicate exceeds the specified threshold This maximum ae i i es Yes 20 files Default Queue Status could indicate a failed network connection or destination number of files Critical server in the queue When checked CMD issues a Warning alert when a system License with an ImageManager MSP subscription is 5 days from Status the license expiration It issues a Critical alert when the a WA NA NA MSP license expires n Warning Service When checked CMD issues an alert if the ImageManager Status service has not responded in the last five minutes 1 a Severity IGvel alae 4 4 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
61. le 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 6 Manually reconfigure the appliance s time zone network settings and custom SSL certificates Reconfigure any branding graphics U Bw Follow the remaining steps in the setup wizard to complete the restore 8 Appendix 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 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 8 1 Understanding the Portal Console The Portal console provides configuration controls and displays the status of all EndPoints on all subscribed appliances STOR
62. liance The default certificate provided with the appliance is not recommended for production use From the Security tab you can upload an SSL certificate issued by a recognized certificate authority To install a custom SSL certificate 1 From the Security tab provide the locations to the three required certificate files then click Save o Certificate File o Key File o Intermediate Bundle File The ShadowControl appliance uploads the certifcate files and restarts its Web server to bring the new certificate online Important ShadowControl uses the Apache Web server which requires a certificate bundle that contains all three of these files Because of this you should use an Apache supported tool such as OpenSSL to generate the certificate bundle Generating a certificate using Microsoft IIS provides only the Certificate file and will not import successfully into the ShadowControl appliance 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 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
63. mited 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 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 organi
64. n StorageCraft Support Center Page 28 of 54 S STORAGECRAFT ShadowControl CMD User Guide EndPoint List The CMD console can display a list of all subscribed EndPoints on this appliance f EndPoints Results per page 20 50 T3 100 EndPoint Organization Site Status Last Backup T m ml 385201 1510 Default Organization rec Required 14 main ae i p x ml GregVistaTest Default Organization Critical deel m ml TestPC12 Default Organization Critical cet a irsp520 Default Organization Warring on net Ba 6 aIGRED Default Orpanizatian Gos 53 min bault Organization Goad E ml harris t wista Default Organization Good 53 min a jharris 75 Default Organization Goa 53 min ES 1 g a g LAKIL JL Te Ao 4 SS jharris im Default Organization Good ese eka ao ml jharris LT 2k Br Default Organization Good 3 hours ml jharris lt Gocbd Default Organization Good 20 ain SVROB R2 wt4 EM Default Organization Good tact not ml TESTPC_ i Default Organization Good A min ml TESIPC i11 Default Organization Good 116 min mi TESTFC 2 Default Organization Good t min m TESTPL 3 Default Organization Good 17 min ml TESTPC 5 Default Organization Good ii min m TESTPC 7 Default Organization Good tora pt nat m TESTPC 9 Cefaiilt Organization Geaad i min a Win x64 EM Default Organization Good oo not ml ein xfii EN Default Organization Good shoot Vea The list identifies each with Description Displays the appropriate ico
65. n for the device s machine type server desktop laptop or virtual Its color represents the EndPoint s current condition Good Warning Critical Unresponsive Displays the name of the device Displays the EndPoint s site and organization as assigned If not assigned it is automatically in the Default Organization Organization Site 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 past PacKUp detect this the field is blank 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 29 of 54 LS STORAGECRAFT ShadowControl CMD User Guide SHOWS CdCl CHUPONMILS USE UCHIMCU dy dd dssIY ICU II UIC Tags EndPoint Details screen Results Per Page The page defaults to show up to 20 EndPoints Use the selector at the upper right to increase the number of results from 20 to 50 75 or 100 If there are more than the selected number of subscribed EndPoints CMD creates additional pages The EndPoints appear in order of status then by device name 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 ord
66. n the EndPoint list Subscribes the EndPoint to the appliance at IP address 192 0 0 2 using credentials CMDAdmin and password XL5stor The EndPoint is inserted in the my_org organization under the site my_site as a server type The CMD console displays current EndPoint status information and provides access to the configuration and operating controls for CMD STORAGECRAFT User superadmin Dashboard i EndPoints EndPoints Results por pase 20 50 75 4100 Current List EndPoint Organization Site Status Last Backup Tags Organizations S585201 1STD Default Organization Good 25 min Tags Policies ml GregVistaTest Default Organization Critical pone oa Scense Reports n TestPC12 Default Organization Critical raw a acho uae Appliance Accounts Appliance Settings iti ee Sr aee a Total EndPoints BIGRED Default Organization Good 34 min E Crit n harris It vista Default Organization Good 34 min ES jharris 75 Default Organization Good 94 min d 4s i jharris im Default Organization Good eaer not gt vanced Search Search jharris LT 2k8r2 Default Organization Good 4 hours ml jharristt 8x64 Default Organization Good 61 min r satin ShadowProtect not lt wt SVRO8 R2 x64 EN Default Organization Good installed STORAGECRAFT TESTPC_1 Default Organization Good 4 min Velcome to St ml TESTPC 11 Default Organization Good 7 min hadowCont 2 0 0 m TESTPC 2 Default Organization Good 1 min
67. ndPoint has exceeded one or more status rule thresholds set at the Critical level Unresponsive 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 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 u 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 90 day log of EndPoint activity information for reporting purposes while each EndPoint maintains its own log CMD provides an appliance backup function to preserve and res
68. ng page in the Main panel 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 51 of 54 SS sTORAGECRAFT J Report Scheduling Schedule the generation of reports tailored to specific administrators and contacts Reports are sent by email according to the selected schedule wv SuperAdmin Report Send a report to Appliance SuperAdmins for each appliance Send reports Never Repor will contain a Summary section and any of the following sections Y EndPoint Status overall status of all monitored EndPoints V EndPoint Backup listing of last backup for each ShadowProtect installation wv 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 4 EndPoint Status overall status of all monitored EndPoints Y EndPoint Backup listing of last backup for each ShadowProtect installation w Organization Report Send an organization report to the primary contact of each organization on all appliances Send reports Never Report will contain a Summary section and any of the following sections Y EndPoint Status overall status of all monitored EndPoints Y EndPoint Backup listing of last backup for each ShadowProtect installation Copy Schedule to Appliances ShadowControl CMD User Guide These report scheduling settings are similar to the Appliance Re
69. ns using the stccmd command ShadowControl CMD User Guide Option Description 0 Specifies the EndPoint s Organization and optionally the Site mM Specifies the EndPoint s System Type server desktop virtual laptop Note that this is case sensitive _y Specifies the appliance s username Use the P option to specify a password if needed Note This is the only way to create an EndPoint s username and password without rerunning the installation P Specifies the appliance s user password Must be used in conjunction with the U option t Identifies any desired Tags for this EndPoint a Forces the EndPoint and appliance to communicate using the alternative port 8443 These options can be combined as needed Task Subscribe the EndPoint to an appliance on the same local network Subscribe the EndPoint using the alternate port 8443 Resubscribe the EndPoint to the appliance where the EndPoint previously subscribed Unsubscribe the EndPoint from an appliance Force the EndPoint to unsubscribe from an appliance Subscribe the EndPoint using a tag 2014 StorageCraft Technology Corporation Command Example stccmd exe subscribe 192 0 0 2 stccmd exe subscribe a TestCMD stccmd exe resubscribe TestCMD stccmd exe unsubscribe stccmd exe unsubscribe f stccmd exe subscribe t WinXP StorageCraft Support Center Description Use the local IP address for onsite EndPoints Use the exterrnal IP addrss or
70. ote 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 ery 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 reboot 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 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 24 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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
71. p Laptop or a dropdown box for Virtual The default choosing one of the setting results from four options CMD analyzing the device to make a best guess as to its type A correct Machine Type allows CMD to accurately monitor and report conditions Tags Displays any user Click Assign tags to defined tags applied open the list of to this device Tags defined tags and simplify locating select one or more specific EndPoints for this EndPoint based on a common The list includes the characteristic or role option to create more Note Tags support multi lingual characters Important Displays a list of Applications critical applications running on this device CMD performs a check to automatically identify these which include SQLServer IIS and Microsoft Exchange 2014 StorageCraft Technology Corporation StorageCraft Support Center ShadowControl CMD User Guide Page 34 of 54 LS STORAGECRAFT ShadowControl CMD User Guide ShadowProtect The ShadowProtect section displays the version number and license status of the ShadowProtect install on the EndPoint It also displays details of current backup jobs and their destinations ShadowProtect Version ShadowProtect 5 0 4 2 7363 en License 4231 1245 5643 1234 Jobs Job Name Status LastSuccess LastFinish Time Next Run Time Destination Actions unnamed Queued 17 30 May 1 17 30 May 1 09 30 May 2 VMBackups H Destinations Destination Path VMBackups T
72. pliance 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 11 of 54 LS STORAGECRAFT ShadowControl CMD User Guide e Either Port 443 or 8443 available for EndPoint to appliance communication Note Confirm that packet filtering also does not block communication from these ports e Port 5556 available a required second port along with either 443 or 8443 for EndPoint to appliance communication e Port 25 or 587 available if the optional email reporting is enabled e Supports EndPoints running ShadowProtect v4 2 7 or newer Older ShadowProtect versions do not correctly report their licensing information e Supports monitoring StorageCraft ImageManager v6 or newer Upgrading ImageManager 5 to ImageManager 6 retains all premium job license features HSR iFTP Cloud Services or ShadowStream 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 installing 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 th
73. ports 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 down to and stored at the affected appliances 8 4 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 multiple rather than just one appliance Portal Settings Select this Navigation panel option to display the portal settings in the Main panel tom int appl02 w System Info Version Access Code RAM Usage Disk Usage CPU Usage Load Average 5 min Appliance Timezone Set Timezone Reboot Appliance gt Appliance Backup gt Email Settings gt Network Settings gt Security
74. r 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 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 90 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 CMD SuperAdmins All organizations on a specific appliance e CMD Administrators Reports on the adminstrators designated sub set of organizations on a specific appliance e CMD Contacts Reports on an organization to the primary or secondary contact for that organization on a specific appliance CMD Scenarios The concept of centrally monitoring ShadowProtect devices is extremely powerful particularly for today s business
75. r 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 Again 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 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 and especially after an upgrade 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 In ShadowControl select Applicance Settings gt Appliance Backup gt Export Backup File Caution The export process may take a few minutes Do not press lt F5 gt to refresh the screen to try and v
76. s 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 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 Reports CMD offers four possible sections in a report EndPoint Summary A general report on the monitored EndPoints ShadowProtect EndPoint Details Provides backup job status information on each EndPoint ImageManager EndPoint Details Lists the status of ImageManager initiated jobs fo
77. s rules Volume Usage Exceeded 90 threshold View details Clear status now 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 Info The Info section displays hardware operating system IP address and other details about the EndPoint 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 32 of 54 S STORAGECRAFT ShadowControl CMD User Guide w Info Status Good Eventlodg Platform Windows Serer 2012 x64 System log Processor Intel64 Family 6 Model 58 Stepping 9 Genuinelntel Memory 32 0 GB 56 0 used 4 5 GB Page file Last Restart 4 days ago IP Addresses 10 2 11 106 Locale en_US Mountain Daylight Time UTC 0600 Organization BDR Edit Site None Edit Machine Type sever Edit Tags Assign tags Important Applications 7 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 CMD V
78. s te eal revive 1stOrgGroup iat n San ymsbs 2003 en VirtualAppliance 9000V0VSS Good 6 min OF vn win7x64 pc VirtualAppliance a Good 6 min i gi VirtualSite ae EF win7 x64 De VirualAppliance tStOrgGroup_ Gog 6 min i 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 Appliance column to identify the appliance monitoring this particular EndPoint Portal Session Panel The Portal Session Panel appears at the top of the console User superadmin Account Settings Help Logout PORTAL ORTAL 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 accel 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 s
79. 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 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
80. t When using the Silent Install you can manually subscribe the EndPoint to the CMD appliance from the command line Working with Non VSS Systems Some EndPoints may not support VSS backups On these non VSS systems an optional CMD ShadowProtect Rule produces an alert for each non VSS backup When active this rule results in a continuous flow of notifications for these non VSS EndPoints To avoid this when using this policy rule Create an organization or site for these devices Name this group Von 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 Confirm that the Last VSS Backup rule is unchecked This prevents the issuing of notifications for these EndPoints EndPoints that do use VSS can keep the Non VSS rule and generate alerts if VSS fails BK WN EndPoint Install To install the agent directly on the EndPoint Download and unpack ShadowContro _CMD_Setup_x x zip where x x is the product version number Click on the ShadowControl_Installer msi file 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 Click Next to accept the default destination folder for the agent On the Ready to Install page click Install When the install completes the wizard displays the option to Launch Sh
81. t Support Center Page 8 of 54 SS sTORAGECRAFT ShadowControl CMD User Guide 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 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 Sp a PORTAL APPLIANCE Py Na a a iJ Y9 iDa Y ONSITE MONITOR ORG GROUP IP if APPLIANCE Za APPLIANCE Na Ra a 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 Administration As described earlier CMD provides a granular schema for administrative roles 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 a
82. t installed at each EndPoint ShadowControl CMD APPLIANCE A Ve i Sw CMD agent CMD agent CMD agent ENDPOINT ENDPOINT ENDPOINT CMD consists of EndPoints running the CMD agent and an appliance which monitors those Endpoints 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 54 S STORAGECRAFT ShadowControl CMD User Guide The CMD appliance receives status info from the CMD agent installed on each EndPoint 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 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 See Administration for further details on these roles 1 1 CMD in Operation To begin using CMD an administrator would Install the CMD appliance either on standalone hardware or as a virtual machine Create one or more organizations to associate EndPoints with similar functions or locations Create one or more sites within each organization to furth
83. tore the system history log In the event of an appliance failure 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 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 54 LS STORAGECRAFT ShadowControl CMD User Guide J Vvm win7 Pc gt w 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 Genuinelntel 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 Edit tags Services w ShadowProtect ShadowProtect is not installed on this EndPoint w Volumes Listing of all volumes mounted on this EndPoint Volume Free Space Total Space OS Volume Protected 0 Bytes 0 Bytes No No More details wv ImageManager ImageManager is not installed on this EndPoint w Actions Unsubscribe EndPoint The CMD agent provides li
84. uperadmin must approve the new EndPoint to complete the subscription CMD does not monitor this EndPoint until approved 10 Click Subscribe When the subscription completes the EndPoint appears in the list of subscribed devices on the selected appliance Note If the Machine Type changes Server Desktop Laptop or Virtual Machine 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 an optional CMD ShadowProtect Rule produces an alert for each non VSS backup When active this rule results in a continuous flow of notifications for these non VSS EndPoints To avoid this when using this policy rule Create 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 Confirm that the Last VSS Backup rule is unchecked This prevents the issuing of notifications for these EndPoints EndPoints that do use VSS can keep the Non VSS rule and generate alerts if VSS fails BR WN 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 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 T
85. ystem Portal Identifier 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 50 of 54 LS STORAGECRAFT ShadowControl CMD User Guide 8 2 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 Org Groups PhysicalApp Org Groups are collections of Organizations from one or more appliances Org Group Actions MSP 1 EX eH Add Org Group Actions You have three actions on the Org Group page Icon Description Function Blue pencil Opens the selected Org Group s configuration page Use this Kd icon i page to edit the selected Org Group s name contacts or status rules See Using Status Rules for more details x ines 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 guion 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 y 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 8 3 Portal Report Scheduling Select Reports in the Portal Navigation panel to display the Report Scheduli
86. zations from each of the subscribed appliances Organizations and Sites CMD administrators can group EndPoints into organizations and sites for ease of management 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 54 SS sTORAGECRAFT shadowContral CMD APPLIANCE Willa CMD agent ENDPOINT LMD agent ENDPOINT CMD agent ENDPOINT ShadowControl CMD User Guide 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 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 Using Sites A CMD organization c

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