DocAve 6 SP2 CU2 Control Panel Reference Guide

DocAve 6 SP2 CU2 Control Panel Reference Guide
DocAve® 6 Control Panel
Reference Guide
Service Pack 2, Cumulative Update 2
Revision F
Issued June 2013
DocAve 6: Control Panel
1
Table of Contents
About Control Panel...................................................................................................................................... 6
Submitting Documentation Feedback to AvePoint ...................................................................................... 6
Before You Begin........................................................................................................................................... 7
Configuration ............................................................................................................................................ 7
Agents ....................................................................................................................................................... 7
Getting Started.............................................................................................................................................. 8
Launching Control Panel ........................................................................................................................... 8
Understanding Control Panel.................................................................................................................... 9
Accessing Control Panel ............................................................................................................................ 9
General System Settings ............................................................................................................................. 11
Monitor ................................................................................................................................................... 11
Using Manager Monitor ...................................................................................................................... 11
Using Agent Monitor ........................................................................................................................... 14
System Options ....................................................................................................................................... 16
Configuring General Settings .............................................................................................................. 16
Configuring Security Settings .............................................................................................................. 17
Viewing Security Information ............................................................................................................. 19
Authentication and Account Manager.................................................................................................... 19
Authentication Manager ..................................................................................................................... 20
Account Manager ................................................................................................................................ 24
License Manager ..................................................................................................................................... 34
Viewing License Information............................................................................................................... 34
Importing and Exporting License Files ................................................................................................ 35
Configuring License Renewal Notifications......................................................................................... 36
Configuring SharePoint Servers Usage................................................................................................ 37
Deleting the Selected Modules ........................................................................................................... 37
Update Manager ..................................................................................................................................... 38
Configuring Update Settings ............................................................................................................... 38
Checking for Updates .......................................................................................................................... 40
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DocAve 6: Control Panel
Managing Updates .............................................................................................................................. 40
Reviewing Installation History of Updates .......................................................................................... 41
Application Settings .................................................................................................................................... 43
Agent Groups .......................................................................................................................................... 43
Managing Agent Groups ..................................................................................................................... 43
User Notification Settings ....................................................................................................................... 45
Configuring Send E-mail Settings ........................................................................................................ 45
Configuring Receive E-mail Settings.................................................................................................... 45
Job Pruning.............................................................................................................................................. 47
Configuring Pruning Rules ................................................................................................................... 48
Configuring Settings ............................................................................................................................ 49
Log Manager ........................................................................................................................................... 51
Configuring Log Settings ..................................................................................................................... 51
Collecting Logs .................................................................................................................................... 52
SharePoint Sites ...................................................................................................................................... 53
Managing SharePoint Online Site Collection URLs ............................................................................. 53
Profile Manager .......................................................................................................................................... 55
Security Profile ........................................................................................................................................ 55
Profile Setting...................................................................................................................................... 55
Importing and Exporting Security Profiles .......................................................................................... 56
Settings for Specific Products/Modules ...................................................................................................... 57
Solution Manager.................................................................................................................................... 57
Managing Solutions............................................................................................................................. 57
Maintaining Solutions ......................................................................................................................... 59
Solution Description............................................................................................................................ 59
Storage Configuration ............................................................................................................................. 61
Physical Device .................................................................................................................................... 61
Logical Device ...................................................................................................................................... 75
Storage Policy...................................................................................................................................... 77
Data Manager ......................................................................................................................................... 81
Importing Data from DocAve 5 to DocAve 6....................................................................................... 81
Importing Data from DocAve 6 to DocAve 6 Service Pack 1 or Later Versions .................................. 91
DocAve 6: Control Panel
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Converting 3rd Party Tool Stub to DocAve Stub ................................................................................. 95
Index Manager ........................................................................................................................................ 96
Creating an Index Profile..................................................................................................................... 97
Configuring Workday for the Index Profile ......................................................................................... 98
Export Location ....................................................................................................................................... 98
Managing Export Locations................................................................................................................. 99
Configuring Export Locations .............................................................................................................. 99
Filter Policy ............................................................................................................................................ 100
Managing Filter Policies .................................................................................................................... 100
Configuring Filter Policies ................................................................................................................. 101
Mapping Manager................................................................................................................................. 102
Domain Mapping............................................................................................................................... 103
User Mapping .................................................................................................................................... 104
Language Mapping ............................................................................................................................ 107
Column Mapping............................................................................................................................... 109
Content Type Mapping ..................................................................................................................... 112
Template Mapping ............................................................................................................................ 114
Group Mapping ................................................................................................................................. 115
Plan Group ............................................................................................................................................ 116
Security Trimming for Plan Group .................................................................................................... 117
Managing Plan Group ....................................................................................................................... 117
Configuring the Plan Group .............................................................................................................. 118
Appendix A: Examples of Filter Policies .................................................................................................... 122
Appendix B: Template Name and Template ID......................................................................................... 138
Appendix C: Accessing Control Panel with Hot Keys ................................................................................ 140
Manager Monitor.................................................................................................................................. 140
Agent Monitor....................................................................................................................................... 140
System Option....................................................................................................................................... 141
Authentication Manager ....................................................................................................................... 141
Account Manager.................................................................................................................................. 142
License Manager ................................................................................................................................... 143
Update Manager ................................................................................................................................... 144
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DocAve 6: Control Panel
Agent Group .......................................................................................................................................... 144
User Notification Setting ....................................................................................................................... 145
Job Pruning............................................................................................................................................ 145
Log Manager ......................................................................................................................................... 146
SharePoint Sites .................................................................................................................................... 146
Security Profile ...................................................................................................................................... 146
Solution Manager.................................................................................................................................. 147
Storage Configuration ........................................................................................................................... 147
Index Manager ...................................................................................................................................... 148
Export Location ..................................................................................................................................... 148
Filter Policy ............................................................................................................................................ 149
Mapping Manager................................................................................................................................. 149
Index.......................................................................................................................................................... 153
Notices and Copyright Information .......................................................................................................... 161
DocAve 6: Control Panel
5
About Control Panel
The DocAve Control Panel is the central interface for managing DocAve and how it interacts with your
SharePoint environments.
Control Panel is also integrated into other DocAve products, which enables you to configure relevant
settings without having to leave the interface of the module you are using.
Submitting Documentation Feedback to AvePoint
AvePoint encourages customers to provide feedback regarding our product documentation. You can
Submit Your Feedback on our website.
6
DocAve 6: Control Panel
Before You Begin
Refer to the sections below for system requirements for Control Panel.
Configuration
In order to use Control Panel, the DocAve 6 platform must be installed and configured properly on your
farm. Control Panel will not function without DocAve 6 present on the farm.
Agents
DocAve Agents are responsible for running DocAve jobs and interacting with the SharePoint object
model. DocAve Agents enable DocAve Manager to communicate with the respective servers, allowing
for Control Panel commands to function properly.
*Note: The use of system resources on a server increases when the installed agent is performing actions.
This may affect server performance. However, if the agent installed on a server is not being used, the
use of system resources is very low and, therefore, the effect on server performance is negligible.
For instructions on installing the DocAve Platform, DocAve Manager, and DocAve Agents, see the
DocAve 6 Installation Guide.
DocAve 6: Control Panel
7
Getting Started
Refer to the sections below for important information on getting started with Control Panel.
Launching Control Panel
To launch Control Panel and access its functionality, follow the instructions below:
1. Log in to DocAve. If you are already in the software, click the DocAve tab.
2. From the DocAve tab, click Control Panel to launch Control Panel.
Alternatively, you can click the Control Panel icon (
software to launch Control Panel.
) from anywhere within the DocAve
Figure 1: Control Panel icon on DocAve home page.
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DocAve 6: Control Panel
Figure 2: DocAve module launch window.
Understanding Control Panel
Control Panel has three key groups of components:
•
General System Settings – This is where you can view and manage your DocAve settings,
managers, agents, authentication, licenses and product version. All of these functions are
performed in Control Panel so that you can easily access them without leaving the interface for
your current task in DocAve.
•
Common Application Settings – This is where you can configure settings affect common tasks
performed by all DocAve products. All of these settings are configured in Control Panel so that
you can easily access them without leaving the interface for your current task in DocAve.
•
Settings for Specific Products – Certain products in DocAve utilize preset configurations for
certain functionalities. While these settings may not affect all DocAve products, all of these
settings are configured in Control Panel because they can be leveraged by more than one
product.
Accessing Control Panel
Since features in Control Panel overlaps with so many products, it is important that it is easily accessible,
but not disruptive of your current task. For this reason, while there are many ways to access Control
Panel, the interface opens as a popup window so that you can remain on whichever page you are on,
DocAve 6: Control Panel
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and when you are finished configuring settings in Control Panel, closing it will return you to the page you
were on.
To access Control Panel:
1. Click the DocAve tab, and then click Control Panel in the left panel to launch Control Panel.
2. At any point while in DocAve, click the Control Panel icon (
launch Control Panel.
) in the upper left hand corner to
3. While in the interface of a certain product, if the product utilizes a feature in Control Panel,
clicking on that feature on the ribbon of the product page will bring up the Control Panel popup
window with the appropriate tab open.
4. Whenever you are finished configuring settings in Control Panel, close the window to return to
the previous screen you were on.
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DocAve 6: Control Panel
General System Settings
General System Settings in Control Panel allows you to customize the way DocAve interacts with your
SharePoint environment. Here you can manage DocAve managers and agents, configure DocAve settings,
and perform DocAve administrative tasks.
•
Monitor – DocAve Control Panel includes a Manager Monitor and an Agent Monitor. These
provide you with control over the DocAve managers and agents installed on your SharePoint
environment.
•
System Options – In System Options, you can configure General Settings, and Security Settings.
•
Managers – In Control Panel, there are Authentication managers and DocAve managers;
Authentication managers include the Authentication Manager and the Account Manager, which
gives you control over who has access to and what they can do in DocAve. DocAve managers
include the License Manager and the Update Manager. These let you view and manage which
DocAve products you have access to, and what version of DocAve you are using.
Monitor
The monitor features in the Control Panel of DocAve allow you to view and manage DocAve manager
services and DocAve agents:
•
Manager Monitor – Here you can view and configure your DocAve manager services currently
installed on your SharePoint environment. With Manager Monitor, you can also perform basic
maintenance operations on your manager services should a manager service ever becomes
unresponsive or is having issues, or you may temporarily disable the DocAve Manager services
to perform a server maintenance.
•
Agent Monitor – Here you can view and configure your DocAve agents currently installed on
your SharePoint environment. This can be useful if there is a change in personnel, and the
SharePoint account that the Agent uses to communicate with SharePoint needs to be changed.
With Agent Monitor, you can also perform basic maintenance operations on your agents if an
agent ever becomes unresponsive or is having issues, or temporarily disable the DocAve Agent
service to perform server maintenance.
Using Manager Monitor
To access Manager Monitor, in the Control Panel interface, click Manager Monitor under the Monitor
heading.
In Manager Monitor, you will see a list of manager services which have been registered to the current
DocAve Control service. You can customize how your manager services are displayed in the following
ways:
•
Search – Filter the manager services displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the Manager Monitor viewing pane, enter the
DocAve 6: Control Panel
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keyword for the manager service(s) you want to display. You can select to Search all pages or
Search current page.
•
•
•
– You can manage which columns are displayed in the list so that only the information you
want to see is shown. Click , then check the checkbox next to the column name to have that
column shown in the list.
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
and then check the checkbox next to the item name to have that item shown in the list. To
remove all of the filters, click Clear Filter.
Once your manager services are appropriately displayed, you can select a manager service by checking
the checkbox next to the Service Name, then click:
•
Configure – If you select a media service, this button will become available. Click Configure on
the ribbon to access the Configure Media Service interface. Here you can configure the cache
location settings and adjust the free space threshold. If more than one cache location is
configured for the media service, DocAve will store cache data according to the order of the
cache locations listed here. You can change the order in which the cache locations are listed in
by selecting its desired place in the list from the corresponding drop-down menu under the
Order column. Once all of the cache locations are full, the oldest data will be deleted to make
room for new data. The following settings may be configured for a Media Service:
o
Add Cache Location – The cache location saves the index database which stores the
index of the backup data. By default, the cache location is set
to: …\AvePoint\DocAve6\Manager\Media\Cache.
Click Add Cache Location to create a new cache location. A new window will pop up
where you can select a Device Type in the corresponding drop-down menu, which can
be a Local Path or a UNC Path. If you select Local Path, in the Destination field, enter
the Local Path in the Local path text box. If you select UNC Path, enter the UNC Path,
Username and Password in the corresponding text boxes in the Destination field.
o
Click Validation Test to verify that the information entered provides access to the
corresponding path. Then click OK to add the new cache location, or click Cancel to exit
this page without saving the configurations.
o
Threshold – The threshold you set will be the lowest amount of free space a cache
location can have before either another cache location (if configured) is used, or the
data is deleted. To set the Threshold, enter the number in Megabytes into the
corresponding text box.
*Note: By default, the threshold is 1024 MB. If the cache location is in the system disk,
keep at least 1024 MB of free space to ensure that the performance of the operating
system is not affected.
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DocAve 6: Control Panel
o
Refresh – Select a cache location then click Refresh on the ribbon to update the amount
of free space the selected cache location has.
o
Delete – Select a cache location, then click Delete on the ribbon to delete the selected
cache location.
*Note: The media service must have at least one cache location. If you attempt to
delete the only cache location configured for a media service, an error message will pop
up, and the selected cache location will not be deleted.
Once you are finished configuring the media service, click OK to save the configurations
and return to the Manager Monitor interface, or click Cancel to return to the Manager
Monitor interface without saving any changes.
•
View Details – Click View Details on the ribbon to bring up the View Details page with
information about the selected manager service.
•
Notification Selection – Click Notification Selection on the ribbon to configure e-mail
notification settings. The specified recipients in the selected notification profile will be sent an email when the Manager Service is inactive. In the Notification Selection page, select a previously
configured notification profile from the drop-down menu or select New Notification Profile to
set up a new e-mail notification profile. For more information about how to configure
notification, refer to the User Notification Settings section in this user guide.
•
Restart – Click Restart on the ribbon to restart the selected managing service. This is useful in
situations where the manager is sluggish, or if a job it is running hangs. You can restart the
manager service and try again.
*Note: Any jobs that are running when you restart the manager service will fail.
•
Remove – Click Remove on the ribbon to remove the selected manager service from the
Manager Monitor. The removed manager service will no longer be used by the control service.
You can only remove manager services that have
in the Status column. Note that this does
not uninstall the manager service.
•
Deactivate – Click Deactivate on the ribbon to deactivate the selected manager service. Once
the manager service is deactivated, it is marked as Inactive, and will not be used by the current
control service. However, the deactivated service will still run normally. This is useful when you
want to perform maintenance on a specified DocAve Manager server.
*Note: Any jobs that are running when you deactivate the manager service will fail.
•
Activate – Click Activate on the ribbon to activate the selected manager service. Once the
manager service is activated, it is marked as Active, and will be used by the current control
service.
When you are finished viewing and managing your manager services, click Close on the ribbon to close
the Manager Monitor tab and return to the Control Panel main page.
DocAve 6: Control Panel
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Using Agent Monitor
To access Agent Monitor, in the Control Panel interface, click Agent Monitor under the Monitor heading.
In Agent Monitor, you will see a list of DocAve agents which have been registered to the current DocAve
Control service. You can customize how your agents are displayed in the following ways:
•
Search – Filter the agents displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the Agent Monitor viewing pane, enter the keyword
for the agent(s) you want to display. You can select to Search all pages or Search current page.
•
– You can manage which columns are displayed in the list so that only the information you
want to see will be shown. Click , then check the checkbox next to the column name to have
that column shown in the list.
•
•
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
and then check the checkbox next to the item name to have that item shown in the list. To
remove all of the filters, click Clear Filter.
Once your DocAve agents are appropriately displayed, you can select an agent by checking the checkbox
next to the Agent Name, and then click:
•
Configure – Once you select an agent, this button will become available. Click Configure on the
ribbon to access the Agent Configuration interface. Here you can configure the SharePoint
Account for the agent as well as the agent type.
o
SharePoint Account– The SharePoint Account is used by the DocAve agent to provide
DocAve with access and control to your SharePoint environment. The account
configured here must have the required permissions for the DocAve products that are
enabled. To configure the SharePoint account, enter the Username and Password for
the desired account into the corresponding text box.
o
Agent Type Configuration – In order to use a certain product, the corresponding agent
type must first be configured. Before selecting the product, the necessary Agent(s) for
that product must already be installed. For more information, refer to DocAve
6_Installation_Guide.
To configure the agent type for the agent, check the checkbox next to the corresponding
product. You can navigate through the different product suites that are enabled for you by
clicking on the name of the suite. Click On Premise to configure the agent type on your local
environment. Switch to the SharePoint Sites tab to configure the agent type for your SharePoint
Online environment. The products that support SharePoint Online are Granular Backup,
Administrator, Content Manager and Replicator.
o
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Job Restriction – Limit the maximum number of jobs that are allowed to run
simultaneously by this agent by enabling the Restrict the simultaneously running job
count option and enter a positive integer into the text box.
DocAve 6: Control Panel
*Note: Platform Backup and Restore does not support the Job Restriction function.
Once you are finished configuring the agent, click OK to save the configurations and return to
the Agent Monitor interface, or click Cancel to return to the Agent Monitor interface without
saving any changes.
•
Configuration File – Upload agent configuration file(s) to the Manager server and change them
for the specified agent(s). Select the desired DocAve Agent(s) in Agent Monitor and click
Configuration File on the ribbon to change the configuration file for them. In the pop-up
window, click OK to confirm the modification action and you will be redirected to the
configuration page. Refer to the instructions below to change the configuration file.
*Note: Since modifying the agent configuration file(s) can be risky, it is not recommended for
end-users to do it.
o
Agent Information – In this field, you can view the agent(s) you have selected previously.
o
Browse Configuration File – Upload the configuration file to the Manager server. Click
Browse to find the specified .config file and click Open to upload it. You are able to
upload multiple configuration files. Note that the name of the configuration file you
upload must have the same name as the existing one, and then you are able to apply
the configuration file to destination.
o
Destination Path – Enter the place where you want to upload the configuration file.
DocAve supports configuration file change in Agent\Bin and Agent\data paths.
o
Conflict Resolution – Select a resolution when two configuration files have the same
name.

Merge ─ The content of the newly uploaded configuration file will be merged
into the old one.

Replace ─ The newly uploaded configuration file will replace the old one.
Click OK to change the configuration file(s) as you have configured or click Cancel to exit the
interface without saving the configuration. If you click OK, you will be asked to restart the Agent
service. Click Auto to automatically restart the agent service immediately or click Manual to
manually restart the agent service later.
•
View Details – Click View Details on the ribbon to bring up the View Details page with
information about the selected DocAve agent.
•
Notification Selection – Click Notification Selection on the ribbon to configure e-mail
notification settings. The specified recipients in the selected notification profile will be sent an email when the Agent service is inactive. In the Notification Selection page, select a previously
configured notification profile from the drop-down menu or select New Notification Profile to
set up a new e-mail notification profile. For more information about how to configure
notification, refer to the User Notification Settings section in this user guide.
DocAve 6: Control Panel
15
•
Restart – Click Restart on the ribbon to restart the selected DocAve agent. This is useful in
situations where the agent is sluggish, or if a job it is running hangs. You can restart the agent
and try again.
*Note: Any jobs that are running when you restart the agent will fail.
•
Remove – Click Remove on the ribbon to remove the selected DocAve agent from the Agent
Monitor. The removed agent will no longer be used by the control service. You can only remove
agents that have
in the Status column. Note that this does not uninstall the agent.
*Note: When removing the last agent of one farm in Agent Monitor, the associated farm and
plans will also be deleted from the DocAve databases.
•
Deactivate – Click Deactivate on the ribbon to deactivate the selected DocAve agent. Once the
agent is deactivated, it is marked as Inactive, and will not be used by the current control service.
However, the deactivated service will still run normally. This is useful when you want to perform
maintenance on a specified DocAve agent.
*Note: Any jobs that are running when you deactivate the agent will fail.
•
Activate – Click Activate on the ribbon to activate the selected DocAve agent. Once the agent is
activated, it is marked as Active, and will be used by the current control service.
When you are finished viewing and managing your DocAve agents, click Close on the ribbon to close the
Agent Monitor tab and return to the Control Panel main page.
System Options
System Options allow you to customize DocAve General Settings and Security Settings:
•
General Settings – These settings affect DocAve’s interface, which includes settings for
Appearance and SharePoint Farm Settings. This way, you can have DocAve be displayed in the
language of your preference, use date and time format that you are comfortable with, insert a
custom logo for your reports and e-mail templates, and rename your SharePoint farms so that it
is easier for you to recognize them.
•
Security Settings – These settings affect access to DocAve, which includes settings for System
Security Policy and System Password Policy. This way, you have control over the users that are
able to access DocAve.
Configuring General Settings
To access General Settings for DocAve, in the Control Panel interface, click General Settings under the
System Options heading.
The following settings can be configured in this page:
•
16
Language Preference – Specify a language for DocAve to be displayed in, or allow users to utilize
a translation engine to have DocAve displayed in the language of the user’s browser.
DocAve 6: Control Panel
o
Display … for all users – Select this option to have DocAve be displayed in the language
specified here. To change the display language, click on the drop-down menu, and select
your desired language.
o
Change to the end user browser used language – Select this option to allow DocAve to
be displayed in the language used by the user’s browser. Then select a language for
DocAve to default to in the If the language does not change successfully, please select
to use a default language drop-down menu. This way, if DocAve does not properly
display in the user’s browser language, DocAve will be displayed in the language
specified here.
•
Date and Time Format – Set the system location by selecting a location from the
Locale(Location) drop-down menu. Set the format for all date and time displayed in DocAve by
selecting a date format from the Date format drop-down menu, and selecting a time format
from the Time format drop-down menu.
•
Customize Logo – Customize the logo for DocAve system reports and e-mail templates. Click
Browse to find the desired logo file in the pop-up, then select the logo, and click Open to open it.
Click Preview to view the logo in the Show Preview area. To hide the Show Preview area, click
Hide Preview.
Click and drag the logo in the display field to change its placement. Click
to zoom in,
to
zoom out, or
to reset the settings of the new logo. Click Restore to Default button to roll
back to the default logo.
•
Farm Name Mapping – Customize the display names for your farms in DocAve. To find a specific
farm, enter the farm name in the search text box, and click the Search icon . Note that the
search function is not case sensitive. For each farm, enter the desired display name in the
corresponding Display Name in DocAve text field.
When you are finished configuring DocAve General Settings, click Save to save all changes, then Close to
close the System Options interface. If you click Close without saving first, any changes you have made
will be lost.
Configuring Security Settings
To access Security Settings for DocAve, in the Control Panel interface, click Security Settings under the
System Options heading. There are two tabs under Security Settings, System Security Policy and System
Password Policy.
System Security Policy
In the System Security Policy tab, the following options can be configured:
•
Maximum User Session – Configure the number of simultaneous logons allowed for DocAve. For
any new sessions that surpass the designated number, the earliest session will be terminated.
DocAve 6: Control Panel
17
•
Session Timeout – Configure how long a user can be inactive before being automatically logged
off. Enter an integer into the Logon will expire in: text box, then select either Minute(s) or
Hour(s) in the drop-down menu.
•
Failed Logon Limitation – Specify the maximum number of failed logon attempts allowed in one
day. If a specific account fails to provide the correct login information in a single day, it will be
locked. To unlock the specified account, refer to the Account Manager section of this guide.
*Note: This setting only affects local users besides the default Admin account. Active Directory
users and Windows users added in DocAve are not affected by the limitations.
•
Inactive Period – Configure how long a user can be inactive before the account is automatically
disabled. Enter an integer into the Deactivate the account when the inactive period reaches:
text box, then select either Day(s) or Month(s) in the drop-down menu. Once deactivated, a
DocAve administrator must activate the account before the user can log onto DocAve.
•
Network Security – Configure the IP addresses to have the desired level of access to DocAve. To
access these settings, check the Enable network security checkbox, then select either:
o
Trusted network – If selected, only the IP addresses added to this field can access
DocAve. To add an IP address as a trusted network, enter the IP address in the Equals
text box, then click Add. Repeat these steps to add additional IP addresses.
o
Restricted network – If selected, the IP addresses added to this field cannot access
DocAve. To add an IP address as a restricted network, enter the IP address in the Equals
text box, then click Add. Repeat these steps to add additional IP addresses.
System Password Policy
In the System Password Policy tab, the following options can be configured:
•
Default Password Settings – Specify the rules to be applied on the password after it has been
saved. Select Account is inactive if you would like to manually activate the account before it can
be used.
If no option is selected in this field, the password does not need to be modified at first login and
it will never expire.
18
•
Maximum and Minimum Password Length – Enter an integer for the maximum and minimum
number of characters allowed in a password.
•
Password Rule – Configure requirements for password.
o
Minimum number of alpha – Enter a positive integer, there must be at least the
specified number of letters in the password.
o
Minimum number of numeric – Enter a positive integer, there must be at least the
specified number of numbers in the password.
o
Minimum number of special characters – Enter a positive integer, there must be at
least the specified number of special characters in the password. The special characters
include !, @, #, $, %, ^, & and *.
DocAve 6: Control Panel
•
o
Password cannot contain user ID – Select this option and the password cannot contain
the user’s name.
o
Password cannot contain space – Select this option and the password cannot contain
space(s).
Password Expiration Warning – Send out warnings if the password of a user will expire in the
specified time period. Set the period by entering a positive integer using the options of Day(s) or
Month(s). You can choose the forms of the warning by select Popup message or E-mail
notification.
Viewing Security Information
DocAve 6 uses passphrase to protect the DocAve databases and secure the communication. Before
connecting to the DocAve Manager when installing the DocAve Agents, the passphrase must be entered
to verify the access.
The passphrase is configured during the Manager’s Installation. To manage the passphrase, while in the
System Options tab, click Security Information on the ribbon. You can perform the following actions:
•
Back Up – Click this button to back up the passphrase to the following
path: …\AvePoint\DocAve6\Manager\KeysBak.
It is strongly recommended backing up security keys and save the backup in a safe place.
•
Manage Passphrase – Click this button to view and modify the passphrase. The following option
will be displayed.
o
Modify – By default, the password cannot be modified. You can click this button to
enable the modification of the default password.
Enter a new passphrase in the corresponding text box and click OK to save it.
*Note: Only the users of Administrators group have the permission to modify the passphrase.
For details of adding users into Administrators group, refer to the Managing Users section in
Account Manager.
Authentication and Account Manager
Authentication Manager and Account Manager allow you to customize which users and user groups
have access to DocAve. You can set up DocAve to utilize existing methods for authentication such as
Windows Authentication, Active Directory integration (AD) and Active Directory Federation Services
(ADFS) Integration, or manually add specific users and set permission levels.
*Note: In order to add specific users in Account Manager that authenticates using Windows
Authentication, AD authentication or ADFS authentication, you must first set up the authentication
integration in Authentication Manager.
DocAve 6: Control Panel
19
Authentication Manager
Authentication Manager allows you to view and manage integrated authentication methods usable by
DocAve. This means that DocAve can leverage your pre-existing authentication methods, and customize
it for access to DocAve. These authentication methods include:
•
Windows Authentication – Allows the users to log onto DocAve using their Windows
Authentication credentials.
•
AD Integration – Allows the users to log onto DocAve using their Active Directory authentication
credentials.
•
ADFS Integration – Allows the users to access DocAve as long as they have logged into the local
machine using their ADFS credentials.
To access Authentication Manager for DocAve, in the Control Panel interface, click Authentication
Manager under the Authentication Manager heading. Click Close on the ribbon to close the
Authentication Manager interface.
On the Authentication Manager interface, you can select one authentication method, and click Set as
default in the Set as default column to set the specified authentication method as the default
authentication method.
Configuring Windows Authentication
To leverage Windows Authentication credentials to access DocAve, follow the instructions below:
1. In the Authentication Manager interface, click Windows Authentication on the ribbon.
2. Select the Authentication Type from the drop-down menu:
a. NTLM
b. Negotiate(Kerberos)
*Note: Kerberos authentication method must be previously configured in the operating
system before you select the Negotiate (Kerberos) option when enabling the
integration with Windows Authentication. Otherwise, the NTLM authentication method
will be enabled.
3. Click OK to save any changes made and close the Windows Authentication interface, or click
Back to close the Windows Authentication interface without saving any changes made.
Configuring AD Integration
To leverage Active Directory authentication credentials to access DocAve, configure your Active
Directories in the AD Integration interface.
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DocAve 6: Control Panel
To access your Active Directory integration configurations, in the Authentication Manager interface,
click AD Integration on the ribbon. In the AD Integration configuration interface, you will see a list of
previously configured Active Directories. You can customize how these Active Directories are displayed
in the following ways:
•
Search – Filter the Active Directories displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for the Active
Directory you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
•
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all of the filters, click Clear Filter.
To manage your integrated Active Directories, you can perform the following actions:
•
Add - To add a new Active Directory, click Add on the ribbon, then enter the Domain, Username
and Password in the corresponding text box. Click Validation Test to see if the values you
entered are valid, then click OK to save the configurations for the new Active Directory and
return to the AD Integration interface, or click Back to return to the AD Integration interface
without saving the configurations.
•
Edit – To make changes to a previously configured integrated Active Directory, select the Active
Directory by checking the corresponding checkbox, then click Edit on the ribbon. Make the
necessary changes, then click OK to save the changes and return to the AD Integration interface,
or click Back to return to the AD Integration interface without saving any changes.
•
Delete – To delete a previously configured Active Directory, select the Active Directory by
checking the corresponding checkbox, then click Delete on the ribbon. You will be presented
with a popup window notifying you that “The user(s) associated with the selected domain(s)
will be disabled. The user(s) can be enabled only by adding the selected domain(s) again. Are
you sure you want to proceed?”. There is also an option to remove all of the users that are
associated with the selected Active Directory(s) from DocAve; to do so, check the Remove all
users associated with the selected domain(s) checkbox. Click OK to confirm the deletion, or
click Cancel to return to the AD Integration interface without deleting the selected Active
Directory(ies).
•
Enable – Click Enable to allow the use of credentials from the corresponding Active Directory to
access DocAve.
•
Disable – Click Disable to not allow the use of credentials from the corresponding Active
Directory to access DocAve. This option is useful during the maintenance of the Domain
Controller machine. You can disable the integration with the domain to be maintained and
enable the integration again after the maintenance.
DocAve 6: Control Panel
21
After one Active Directory has been integrated with DocAve, it will be shown in the Domain text box
after you select AD Integration in the Log on to drop-down list of the DocAve login page. If a domain has
father domain, sub domain or trust domain, when a user from these domains has been added to DocAve,
the corresponding domain will also be added into DocAve and you will be able to view this domain in
DocAve login page.
Configure ADFS Integration
To leverage Active Directory Federation Services (ADFS) authentication credentials to access DocAve,
configure your ADFS integration in the ADFS Integration interface.
To access your ADFS integration configurations, in the Authentication Manager interface, click ADFS
Integration on the ribbon, then select ADFS Integration in the drop-down menu. You will be brought to
the ADFS Integration Wizard. Follow the steps laid out by the wizard to set up ADFS integration:
1. ADFS Information – Specify the following general information of the ADFS you wish to integrate:
a. ADFS Integration Method – Select Manually to configure the settings yourself, or select
Automatically to get the required information by using a federation metadata trust XML
file.
•
Manual configuration – Enter the URL of the security token service (STS) in the
ADFS Issuer text box in the following format:
https://full qualified domain name/adfs/ls
•
Automatic configuration – Enter the URL of the federation metadata trust XML
file in the Federation Metadata Trust text box in the following format:
https://full qualified domain name/FederationMetadata/200706/FederationMetadata.xml
b. Relying Party Identifier – Enter DocAve’s Relying Party Identifier, which must first be
configured in ADFS in the Relying Party Identifier text box.
When you are finished configuring the ADFS Information, click Next to configure the
Security Token Settings.
2. Security Token Settings – Configure the certificates used in the ADFS integration.
a. Token-signing – Click Select. A new Select Certificate popup window will appear for you
to specify a token-signing certificate to communicate with ADFS. This certificate must be
the same as the one configured in ADFS. Alternatively, you may also click Find
Certificate to search for the desired certificate. Select a Find in: parameter from the
drop-down menu, enter the keywords in the Contains: text box, select a Look in field:
parameter from the drop-down menu, then click Find Now to start the search. Click
Stop to stop the search. Once you have selected your desired certificate, click OK to
save and exit the Select Certificate interface, or click Back to exit the Select Certificate
interface without saving specifying a certificate.
*Note: The certificate specified here must be the same as the one configured in ADFS.
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DocAve 6: Control Panel
b. Token-decrypting (optional) – Click Select. A new Select Certificate popup window will
appear for you to specify a token-decrypting certificate to protect the communication
between DocAve and ADFS. This certificate must be the same as the one configured in
ADFS. Alternatively, you may also click Find Certificate to search for the desired
certificate. Select a Find in: parameter from the drop-down menu, enter the keywords
in the Contains: text box, select a Look in field: parameter from the drop-down menu,
then click Find Now to start the search. Click Stop to stop the search. Once you have
selected your desired certificate, click OK to save and exit the Select Certificate interface,
or click Back to exit the Select Certificate interface without saving specifying a certificate.
When you are finished configuring the Security Token Settings, click Next to configure
the Claim Configuration.
3. Claim Configuration – Configure the mappings between the Claim Name displayed in DocAve
and the Claim Type displayed in ADFS. You can perform the following actions to your claims:
a. You can change the order of the claims in the Order column of the table. If a user can be
identified using several claims, DocAve will use the Claim Name of the first claim listed
here as the display name for each respective user.
b. Click
to delete the selected claim.
c. Click Automatically to have the claim type be specified automatically after you select
the claim name from the Claim Name drop-down menu. Click Manu to add the claims
manually. Click Auto to switch back to the default option.
4. Overview – Review the settings you have configured in the previous steps. To make changes,
click Edit in the corresponding section, and you will be brought back to that step so you can
make changes.
5. Finish – Provides you with three options to import the relying party data for DocAve in ADFS
(using the Add Relying Party Trust Wizard).
a. Option 1 – Click the link to import relying party data that is published online from the
local network Federation metadata address.
b. Option 2 – Click on the link to download the Federation metadata XML file, then upload
the downloaded file to the ADFS server. Follow the wizard to configure other settings.
c. Option 3 – Enter the relying party data and the relying party identifier manually in the
ADFS configuration wizard.
In this step, you can also choose to export the current ADFS configuration information to a
specified location by clicking Export on the ribbon, then explore to the location you wish to save
the XML file to.
Click Finish to save your configurations, and return to the Authentication Manager interface, or click
Cancel to return to the Authentication Manager interface without saving any of the configurations made.
DocAve 6: Control Panel
23
Once you have configured an ADFS integration for DocAve, the Add Federation Trust option will become
available. Add Federation Trust allows you to integrate another trusted ADFS with the ADFS you have
already configured for DocAve.
To add integration with another trusted ADFS, in the Authentication Manager interface, click ADFS
Integration on the ribbon, then select Add Federation Trust from the drop-down menu. In the Add
Federation Trust interface, enter the following information:
•
Name – The name entered here will be displayed in the Server drop-down menu on the login
page. You can select the corresponding name to log on DocAve using the trusted ADFS.
•
URL – The identifier of the trusted ADFS.
Click Add to add the new record or click
to delete a selected ADFS trust.
Account Manager
Account Manager allows you to view and manage users for DocAve, as well as configure user groups
with custom permission levels. This allows you to give specific people, or groups of people your desired
level of access to DocAve.
In Account Manager you can security trim DocAve users to limit which DocAve module a user is able to
access and which farm(s) and remote site collection(s) specific DocAve users can access. Each user can
only be added as either a System Group user or a Tenant Group user. A user can belong to multiple
groups, however, they cannot be added to both a System Group and a Tenant Group. Once a user has
been added to any System Group, the user cannot be modified to belong to a Tenant Group, and vice
versa. In order to change a user from a System Group user to a Tenant Group user, you must delete and
add as a new user.
•
Tenant Group users can only view and modify SharePoint objects that they themselves created,
and can only be configured to have access to certain modules.
•
System Group users (including those in the default Administrator group) can view and modify
SharePoint objects created by any system users.
Security trimming requires the users who work on a SharePoint node to have the following permission
on his parent and all higher level nodes: Browse Directories ─ Enumerate files and folders in a Web site
using SharePoint Designer and Web DAV interfaces. By default, the SharePoint Read permission level
does not have this permission; Contribute/Design/Full Control permission levels have this permission.
For details on security trimming, see the Security Trimming Users section of this guide.
*Note: If you would like to leverage authentication credentials from Windows Authentication, AD or
ADFS, you must first configure the relevant integration settings in Authentication Manager.
To access Account Manager for DocAve, in the Control Panel interface, click Account Manager under the
Account Manager heading. Click Close on the ribbon to close the Account Manager interface.
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DocAve 6: Control Panel
Security Trimming Users
*Note: If you are using DocAve Governance Automation alongside DocAve 6, it is recommended that
you do not use Tenant users and only use the default System Group.
DocAve 6 Service Pack 1 supports security trimming rule to Granular Backup and Restore, Administrator,
Content Manager, and Replicator. For details on permission control over Tenant Group user and System
Group user, refer to the information below.
•
•
For users of Tenant Group:
o
Tenant Group users can only view and modify DocAve plan, profile or job that they
themselves created regardless if they are in the same group.
o
Tenant Group users cannot view objects created by System Group users.
o
When a Tenant Group user is removed from the group, the DocAve plans, profiles or
jobs it creates will not be deleted.
For users of System Group:
o
System Group users can view and modify DocAve plan, profile or job created by other
users in the same group. Users in the System Group can share data and information.
System Group user cannot view any plan, profile or job created by a Tenant Group user.
o
Users in a System Group can only see plans, profiles or jobs of modules they have
permission for.
•
Different users cannot create plans with the same name.
•
A user can only exists in groups of the same type, it cannot exist in groups of different types.
•
For security trimming rule of SharePoint Online environment, refer to the SharePoint Sites
section in this user guide. For security trimming rule of Granular Backup and Restore,
Administrator, Content Manager, and Replicator, refer to the corresponding user guides.
Managing Permission Levels
Permission Levels allows you to create pre-configured permissions that can be applied to user groups or
users. This way you can quickly and easily apply the same permission configuration for multiple users.
To configure permission levels for DocAve, in the Account Manager interface, click Permission Level on
the ribbon. In the Permission Level interface, previously configured Permission Levels will be displayed.
You can customize how these permission levels are displayed in the following ways:
•
Search – Filter the permission levels displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for the
permission level you want to display. You can select to Search all pages or Search current page.
DocAve 6: Control Panel
25
•
•
•
– Manage which columns are displayed in the list so that only the information you want to
see is shown. Click , then check the checkbox next to the column name to have that column
shown in the list.
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all of the filters, click Clear Filter.
To manage your permission levels, you can perform the following actions:
•
Add – To create a new permission level, click Add on the ribbon, and select Add System
Permission or Add Tenant Permission. After selecting to add the corresponding permission level,
you will be redirected to the configuration page accordingly, and then you can perform the
following actions.
o
o
Add System Permission – Allows you to create system permissions for system groups
and users.

Name and Description – Enter a name for the new system permission level and
an optional Description for future references.

Module – Select the modules you want to grant permission to for all groups and
users using this permission level.
Add Tenant Permission ─ Tenant permission levels are permission settings that can be
applied to tenant groups and users.

Name and Description – Enter a name for the new tenant permission level and
an optional Description for future references.

Module – Select the modules you want to grant permission to for all groups and
users of this permission level.
Click OK to save the configuration. Click Cancel to return to the Permission Level
Interface without saving changes.
26
•
Edit – To edit a previously configured permission level, select the permission level you wish to
edit by checking the corresponding checkbox, then click Edit on the ribbon. In the Edit
Permission Level interface, you can modify the Name and a Description of this Permission Level.
In the Module section, you can select the modules you wish to allow this permission level to
access by checking the corresponding checkboxes. You can click on a product suite name to
modify the access to its modules, and click the left and right arrows to scroll to product suite
tabs that are not currently in view. Note that unlicensed products have grayed out tabs, and
cannot be configured. Click OK to save the modifications for the permission level and return to
the Permission Level interface, or click Cancel to return to the Permission Level interface
without saving the modifications.
•
Delete – To delete a previously configured permission level, select the permission level you wish
to delete by checking the corresponding checkbox, then click Delete on the ribbon. A popup
window will appear to confirm this action. Click OK to delete the selected permission level and
DocAve 6: Control Panel
return to the Permission Level interface, or click Cancel to return to the Permission Level
interface without deleting the selected permission level.
When you are finished managing your permission levels, click Cancel on the ribbon to return to the
Account Manager interface.
Managing User Groups
User groups allow you to apply the same permission levels to all users within the same user group. This
way, you can change the permission levels of multiple users by editing your user group rather than
individually configuring permission levels for each user. You can also change the permission levels of a
user by changing the group they belong to which has pre-configured permission levels.
To access your user group configurations, in the Account Manager interface, click Groups on the ribbon.
In the Groups configuration interface, you will see a list of previously configured user groups. The
Administrators group comes pre-configured and users of this group have full control over all modules.
You can customize how these user groups are displayed in the following ways:
•
Search – Filter the user groups displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the user
group you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is shown. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
•
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all of the filters, click Clear Filter.
To manage your user groups, you can perform the following actions:
•
Add Group – To add a new group, click Add Group on the ribbon and select Add System Group
or Add Tenant Group. After selecting to add the corresponding group, you will be redirected to
the configuration page accordingly, and then you can perform the following actions.
o
Add System Group – Add new system groups.

Group Information – Enter a Group Name for the new system group, then enter
an optional Description for future references.

DocAve Object Permissions – In the Scope section, select Global permission to
grant the users of this system group access to all farms with the permission
levels configured here or select Permission for different farms to grant users of
this system group access to specific farms with the configured system
permission levels. If Global permission is selected, choose which or all of the
DocAve 6: Control Panel
27
System Permission Levels you wish to associate with this System Group. If
Permission for different farms is selected, for each farm, choose which or all of
the System Permission Levels you wish to associate with this System Group.
Note that at least one permission level must be assigned to the new group.
o
Add Tenant Group – Add new tenant groups.

Group Information – Enter a Group Name for the new tenant group, then enter
an optional Description for future references.

DocAve Object Permissions – In the Scope section, select the previously defined
tenant permission level(s) you want to apply to this group by checking the
corresponding checkbox(es). Note that you must at least assign one permission
level to the new group.
When you are finished configuring the settings for the new group, click OK to save and return to the
Account Manager interface, or click Cancel to return to the Account Manager interface without
saving the configurations.
•
Edit Group – To edit a group, select the group by checking the corresponding checkbox, then
click Edit Group on the ribbon, or click on the name of the desired group. You will be brought to
the Edit Group interface. Here you can change the description for this group, as well as the
permission scope and permission levels. However, you cannot change the type (System Group
or Tenant Group) of the saved group.
*Note: If you have a group with Full Control permission configured in DocAve 6.0, after
upgrading to DocAve 6 Service Pack 1, this group will maintain the Full Control permission but
this will not show up on the interface by default. When you edit this group and change the
permission, it will pop up a warning message that the Full Control permission of this group will
be replaced by the newly granted permission(s). You can click OK to continue the action and
save the change or click Cancel to cancel the operation. In DocAve 6 Service Pack 1, only users of
Administrators group have Full Control permission.
When you have finished making changes to the configurations for this group, click OK to save and
return to the Account Manager interface, or click Cancel to return to the Account Manager interface
without saving any changes.
•
28
Show User(s) – To view and manage the users in a group, select the group by checking the
corresponding checkbox, then click Show User(s) on the ribbon. You will be brought to the Show
User(s) interface. Here you will see a list of all of the users that belong to this group. You can
customize how these users are displayed in the following ways:
o
Search – Filter the users displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the
user you want to display. You can select to Search all pages or Search current page.
o
– Manage which columns are displayed in the list so that only the information you
want to see is shown. Click , then check the checkbox next to the column name to
have that column shown in the list.
DocAve 6: Control Panel
o
o
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item
you want, rather than search based on a keyword. Click the icon of the column you
want to filter, then check the checkbox next to the item name to have that item shown
in the list. To remove all of the filters, click Clear Filter.
You can perform the following actions on the users of this group:
o
Add User to Group – To add users to this group, click Add User to Group on the ribbon.
You will be brought to the Add User to Group interface. Enter the username of the user
you wish to add, then click
to verify that the username you entered is valid.
Alternatively, you can click
to search for the desired user; In the popup window,
enter the value to search for in the Find text box, then click . Select the desired user
then click Add. Click OK to add the users, or click Back to close the window without
adding the users.
*Note: The same user cannot be added to groups of the different types (System Group
and Tenant Group).
o
Remove User from Group – To remove users from this group, select the desired user(s)
by checking the corresponding checkbox, then click Remove User from Group on the
ribbon. A confirmation popup window will appear to confirm the remove operation.
Click OK to delete the selected user(s), or click Cancel to return to the Show Users
interface without deleting the user(s).
When you are finished, click Back to add the defined users to this group and return to the Show
Users interface.
o
Delete Group – To delete a group, select the desired group(s) by checking the
corresponding checkbox, then click Delete Group on the ribbon. A confirmation popup
window will appear to notify you that deleting the group will delete user permissions in
the group. Click OK to delete the selected group, or click Cancel to return to the Account
Manager interface without deleting the group(s). All users of the group must be
removed before the group can be deleted.
Managing Users
*Note: If a domain is integrated with DocAve and a user from its parent domain, subdomain or trust
domain is added in DocAve Account Manager, the corresponding parent domain, subdomain or trust
domain will be integrated into DocAve and added to the Log on to drop-down list in DocAve login page.
DocAve 6: Control Panel
29
To view and manage users, in the Account Manager interface, click Users on the ribbon. In the Users
interface, you will see a list of previously added users. You can customize how these users are displayed
in the following ways:
•
Search – Filter the users displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the user you
want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is shown. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
•
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all of the filters, click Clear Filter.
To manage users, you can perform the following actions:
•
Add User – To add a user for DocAve, click Add User on the ribbon. You will be brought to the
Add User interface. Select the User Type to configure the method for authentication:
•
Local User – Select Local User to manually enter the authentication credentials for this
user. Configure the following settings to add a local user:
1. Enter the Username and E-mail of the user you are adding, as well as an
optional Description for future references.
2. Enter the desired password into the Password and Confirm password text
boxes, then configure the Password Settings. The password entered here must
meet the System Password Policy, for more information, refer to the System
Password Policy section.
You can select to use the Default password settings, or select Customized to
configure the password settings manually; Check the corresponding checkbox to
enable User must change password at next logon, User cannot change
password, Password never expires, Account is inactive.
3. Set the permissions for this user by adding the user to a previously configured
DocAve user group or, manually configure the user’s permission levels:
•
30
Add user to a DocAve group – Select this option, then select the desired
user group from the drop-down menu. The user will have all of the
permissions of the specified group.
DocAve 6: Control Panel
•
Active Directory User/Group – Select Active Directory User/Group to utilize the user’s
active directory authentication credentials for this new user. Configure the following
settings to add an active directory user:
1. Enter the name of the user/group you wish to add into the AD User/Group
Name field, then click
to verify that the username you entered is valid.
Alternatively, you can click
to search for the desired user/group; In the
popup window, enter the value to search for in the Find text box, then click
.
Select the desired user, then click Add. Click OK to add the users, or click Cancel
to close the window without adding the users. Enter an optional description for
future references.
2. Set the permissions for this user by adding the user to a previously configured
DocAve user group or, manually configure the user’s permission levels:
•
•
Add user to a DocAve group – Select this option, then select the desired
user group from the drop-down menu. The user will have all of the
permissions of the specified group.
Windows User/Group - Select Windows User/Group to utilize the user’s Windows
authentication credentials for this new user. Configure the following settings to add a
Windows user:
1. Enter the username of the user/group you wish to add into the Windows
User/Group Name field, then click
to verify that the username you entered
is valid. The users/groups who are in the same domain as the DocAve Control
server can be added to DocAve. Alternatively, you can click
to search for the
desired user/group; In the popup window, enter the value to search for in the
Find text box, then click
. Select the desired user, then click Add. Click OK to
add the users, or click Cancel to close the window without adding the users.
Enter an optional description for future references.
*Note: In order to log on DocAve using the added user, the corresponding user
must have the permission to access the machine where the DocAve Control
service is installed.
2. Set the permissions for this user by adding the user to a previously configured
DocAve user group or, manually configure the user’s permission levels:
•
•
Add user to a DocAve group – Select this option, then select the desired
user group from the drop-down menu. The user will have all of the
permissions of the specified group.
ADFS Claim - Select ADFS Claim to utilize the user’s ADFS authentication credentials for
this new user. Configure the following settings to add an ADFS user:
1. Select a Claim name from the drop-down menu. Claims are configured in
Authentication Manager. Enter the username in the Claim value text box. The
value entered in the Claim value text box will be displayed as the logon name
for the user in DocAve.
DocAve 6: Control Panel
31
2. Set the permissions for this user by adding the user to a previously configured
DocAve user group or, manually configure the user’s permission levels:
•
Add user to a DocAve group – Select this option, then select the desired
user group from the drop-down menu. The user then has all the
permissions of the specified group.
When you are finished, click OK to add the user and return to the Users interface, or click Cancel
to return to the Users interface without saving the configurations for this new user.
•
Edit User ─ To edit a user for DocAve, select the user by checking the corresponding checkbox,
then click Edit User on the ribbon, or click on the username. You will be brought to the Edit User
interface. Here you can configure the following settings for a user:
1. Edit Information – Edit the user information for the current user.
•
E-mail – Enter the e-mail address of the current logged-on user.
•
Description – Enter the optional description for future reference.
2. Password – Change the user password and configure the security settings for the
logged-on user. Supply the New password and re-enter the new password in the
Confirm new password field. Select the desired security settings by checking the
corresponding checkbox(es) . If desired, select a deactivation method for the password:
•
Never – The password never expires.
•
After __ day(s) – Enter the number of days you wish the password to be valid
for before it expires.
•
On __ - Click
to choose the date when you wish the password to expire.
3. Group – Change the group the logged-on user belongs to. Select the desired group from
the drop-down menu. The user will have all of the permissions of the specified group.
Note that you are only able to add/move a user to another group of the same type.
When you are finished, click OK to save the changes made and return to the Users interface, or
click Cancel to return to the Users interface without saving any changes made.
•
Delete User – To delete a previously configured user(s), select the user(s) by checking the
corresponding checkbox, then click Delete User on the ribbon. A confirmation window will pop
up for this deletion. Click OK to delete the selected user(s), or click Cancel to return to the
Account Manager interface without deleting the selected user(s).
•
Activate – To activate the Inactive user, select the user by checking the corresponding checkbox,
then click Activate on the ribbon.
*Note: If a user fails to provide the correct credentials when attempting to log into DocAve, they
will receive the following alert: Sorry, the login ID or password is incorrect. If the user receives
this alert more times than the number of Failed Login Attempts specified in the System Security
Policy, the user’s account will become Inactive.
32
DocAve 6: Control Panel
•
Deactivate – To deactivate the Active user, select the user by checking the corresponding
checkbox, then click Deactivate on the ribbon.
Monitoring Current Logon Account(s)
You can view and manage the users currently logged onto DocAve by clicking on Current Logon
Account(s) on the ribbon of the Account Manager interface. This allows you to monitor and control
DocAve access in case maximum user sessions limit is met, or if you need to log a user off for security
reasons. To log a user(s) off of DocAve, select the user(s) by checking the correlating checkbox, then click
Log Off on the ribbon. You will be prompted to enter an optional message to be sent to the user you are
logging off. Click Back to return to the Account Manager interface.
My Settings
In DocAve, some users do not have the permission to navigate to Account Manager. My Settings allows
the user to edit its own Account’s information.
When you log into DocAve GUI, the currently logged-on user will be displayed at the top right corner of
the DocAve interface. Click the current username, a drop-down list appears. Click My Settings and enter
My Settings interface. In My Settings interface, you can view the detailed information of the current
logged-on user and the DocAve group(s) it belongs to. Click Edit on the ribbon and you can configure the
settings. For details on how to configure the settings, refer to the Managing Users section in this chapter.
Also refer to the detailed information below:
•
In Password field, if one user does not have the permission to change the password, the
password field will be greyed out. You must supply the Old password here.
•
In Group field, refer to the information below:
o
Only users of Administrators group have the permission to change the DocAve group(s)
it belongs to. If a user both belongs to Administrators group and the other group(s), it
also has the permission to change the DocAve group(s) it belongs to. Note that if the
user moves itself out of Administrators group, the action will take effect the next time
that user logs in.
o
If the user is admin (DocAve default user), it can view that it belongs to the
Administrators group but is not able to edit the Group setting.
o
For users do not belong to the Administrators group, they can only view the group
name(s) they belong to and are not able to edit the Group setting.
After you have saved the modifications, click Close to exit the My Settings interface and return to the
previous DocAve interface you are in.
DocAve 6: Control Panel
33
License Manager
DocAve licensing is based on the scaling complexity of your SharePoint infrastructure. This means that
for any given product, you will be licensed based on different conditions:
•
Data Protection, Administration, Storage Optimization, Report Center, Compliance and
Governance Automation – Licensed based on the number of SharePoint servers (For SharePoint
2007 environment, the number of Web front-end severs and Application servers will be counted;
for SharePoint 2010 and SharePoint 2013 environments, only servers with the following value in
SharePoint Products Installed column (in the Servers in Farm section of SharePoint Central
Admin) will be counted in DocAve license: Microsoft SharePoint Server 2010, Microsoft
SharePoint Foundation 2010, Microsoft SharePoint Server 2013, or Microsoft SharePoint
Foundation 2013).
•
Migration – Licensed based on migrated data quota.
•
Remote Farms – Licensed based on user seats and time.
*Note: Governance Automation licenses can be managed in License Manager of DocAve 6.0.2 and after.
License Manager provides you with information regarding your DocAve licenses. Here you are also able
to import and export license files, generate license reports, set up expiration notifications, as well as
monitor the number of SharePoint servers you have used up in your license.
To access License Manager for DocAve, in the Control Panel interface, click License Manager under the
License Manager heading. Click Close on the ribbon to close the License Manager interface.
Viewing License Information
In the License Manager interface, the License Details section shows you the following information:
•
License Type – Shows whether you have a Trial license or an Enterprise license.
•
Server Host/IP – Shows the host/IP of the server used to install DocAve Control service.
•
Maintenance Expiration Details – The expiration date of the DocAve maintenance service you
have purchased.
•
License Details – Display the detailed license information for every module. Note that you are
able to view the modules you are licensed for and the modules you have used in the past that
occupied some of the total quota.
Click the tabs Data Protection, Administration, Storage Optimization, Report Center, Compliance,
Migration, Remote Farm, and Governance Automation to see license information specific to that
module:
34
o
Module – The name of the DocAve product.
o
License Type – The type of license purchased for the product.
o
The Number of Servers – The number of servers you have bought.
DocAve 6: Control Panel
o
Registered Servers – The number of servers you have used.
o
Expiration Time – The expiration time of the license for this product.
o
Status – The current status of the product which reflects proper licensing.
o
Clicking the Migration tab will allow you to also view Remained Quantity and Total
Quantity information, as well as the amount of data that has been migrated for each
migration product.
o
Remote Farm is for SharePoint sites online and only supports modules: Administrator,
Content Manager, Granular Backup and Restore, Replicator, and Governance
Automation. You can view the number of user seats under the table.
Generating License Reports
Your license information can be exported to a PDF file so that you can save or e-mail it. To export a
license report, click Export on the ribbon, and then click License Report. Your browser will ask if you
would like to open or save the PDF file. Click Open to view the file, or Save to save it to a designated
location.
*Note: Make sure the Downloads settings are configured before downloading the license file or the
license report:
Figure 3: Configuring Downloads settings before generating license reports.
Importing and Exporting License Files
In License Manager, you can import a license file to apply that new license. Since all of DocAve products
are installed as a single platform, activating any product is as simple as applying the new license file.
To import a license file, click Import on the ribbon. In the Import License interface, click Browse. Find
and choose the desired LIC file, then click Open. You will see a summary view of this license. Click OK to
apply this license, or click Cancel to return to the previous page without applying this license.
*Note: DocAve will automatically log you off in order to use the new license upon logging in again.
DocAve 6: Control Panel
35
Configuring License Renewal Notifications
DocAve can be configured to notify you before licenses or maintenance expires. You can set how many
days prior to expiration and at what interval you wish to be notified, as well as configure the method of
notification to use.
To configure License Renewal Notifications, click Settings on the ribbon. You will be brought to the
License Renewal Notification Settings interface. Here you can configure the following settings for
Notification Schedule:
•
•
•
By expiration date – Configure these settings for notifications for license expiration:
o
Enter a positive integer into the text box and select Day, Week or Month from the dropdown menu of Remind me starting from __ before license expires for any modules.
o
Check the Interval checkbox to have the reminder repeat at a set interval. Enter a
positive integer into the text box and select Day, Week or Month from the drop-down
menu.
By maintenance expiration date – Configure these settings for notifications for maintenance
expiration:
o
Enter a positive integer into the text box and select Day, Week or Month from the dropdown menu of Remind me starting from __ before license maintenance expires.
o
Check the Interval checkbox to have the reminder repeat at a set interval. Enter a
positive integer into the text box and select Day, Week or Month from the drop-down
menu.
By number of servers – Configure these settings for notifications for the number of available
servers left for any module.
o
Enter a positive integer into the text box and DocAve will send you a notification when
the number of servers left of any module is less than the specified value.
o
Check the Interval checkbox to have the reminder repeat at a set interval. Enter a
positive integer into the text box and select Day, Week or Month from the drop-down
menu.
Configure the following settings for Notification Method (Note that you must select at least one of the
options in order for License Renewal Notifications to work.):
36
•
Popup message box when you login – Select this option to have a message box pop up with a
reminder for expiring licenses or maintenance.
•
E-mail notification – Select this option to be notified of expiring licenses or maintenance by email based on the Notification Schedule you configured above. A drop-down menu will appear
where you can either select a previously configured Notification Profile or you can choose New
Notification Profile to set up a new e-mail notification profile. For more information on how to
configure the notification profile, refer to the User Notification Settings section in this user guide.
DocAve 6: Control Panel
When you are finished configuring License Renewal Notification Settings, click OK to save and return to
the License Manager interface, or click Cancel to return to the License Manager interface without saving
the new configurations.
Configuring SharePoint Servers Usage
In SharePoint Servers Usage, you can view detailed information of all product license registration,
register a new Farm or remove a previously registered Farm.
Click SharePoint Server Usage on the ribbon or the server number in the Registered Servers column of
the License Details area to enter the SharePoint Server Usage interface. Clicking the number link in the
Registered Servers will bring you to the SharePoint Server Usage interface with only the server usage
information for the corresponding. Refer to the instructions below to configure the settings:
*Note: Only Data Protection, Administration, Compliance, Report Center, Storage Optimization and
Governance Automation can be managed in SharePoint Server Usage. Remote Farm and Migration are
not registered by server number.
Click on a product suite tab to expand in the left and view all DocAve products you have purchased
within that suite. Then select the product to modify its registered farms. You can perform the following
actions:
•
Register a farm – Select the farm you want to register in the Unregistered Farm(s) list and click
Add>>. The farm will be moved to the Registered Farm(s) list.
•
Unregister a farm – Select the farm you want to unregister in the Registered Farm(s) list and
click <<Remove button. The farm will be moved to the Unregistered Farm(s) list.
•
View detailed registering information of a farm – Select the farm from either of the lists above
and click View Farm Details on the ribbon. This brings you to the Report Center interface where
you are able to view the SharePoint topology. For more information, refer to the DocAve 6
Report Center User Guide.
*Note: If the number of servers in the Registered Farm(s) list exceeds the number of servers for which
the license you have purchased allows, DocAve will not allow you to register more farms and the
will appear left of the module name.
icon
Click Apply to save the changes or click Cancel to cancel the operation, you will then be redirected to
the License Manager interface.
Deleting the Selected Modules
Select the module you want to delete in the License Details, and click Delete on the ribbon to delete the
module from the license. The deleted modules can no longer be used. If any modules with the working
status are mistakenly deleted, you can restore them by re-applying the license.
DocAve 6: Control Panel
37
Update Manager
DocAve Update Manager provides you with information regarding DocAve versions. You can check
whether you are running the most up to date version of DocAve or Governance Automation, download
updates, view download and installation history, and configure download and update settings. Update
Manager allows you to update the current version of DocAve or Governance Automation within the
DocAve GUI, which will reduce the time and risk of manual update.
Note the following before performing an update:
•
If multiple DocAve Control services are installed in the Windows Network Load Balance
environment, the Download Location must be configured before you can perform the update
operation successfully.
•
Before updating your DocAve, you must make sure the files of SDK and Management Shell under
DocAve installation path …\AvePoint\DocAve6\Shell are not occupied.
To Access Update Manager for DocAve or Governance Automation, in the Control Panel interface, click
Update Manager under the Update Manager heading. Click Close on the ribbon to close the Update
Manager interface.
Configuring Update Settings
In Update Manager, you can configure settings for custom locations to download updates to, set Update
Manager to download or check for updates automatically, and configure a proxy server for downloading
DocAve updates. To do so, click Update Settings on the ribbon. You will be brought to the Update
Settings interface where you can configure the following settings:
•
Download Location – This allows you to download DocAve updates to a net share path and
store them for future use. To utilize this capability, check the Use the Net Share path as the
update storage location checkbox, and then enter the UNC path, Username and Password into
the corresponding text boxes. Note that the UNC path should be entered in the following format:
\\admin-PC\c$\data or \\admin-PC\c$\shared folder
Click Validation Test to verify the access to the specified path.
If you are changing the download location to a new one, you can perform the following two
actions on the previously downloaded updates in the old path.
38
o
Move the uninstalled update(s) to the new location – All the uninstalled updates
whose versions are higher than the current DocAve version will be moved to the new
location. The original update files in the old location will be deleted.
o
Delete the installed update(s) – All the downloaded files of the installed update(s) will
be deleted from the old path.
DocAve 6: Control Panel
•
Automatic Update – Configuring Automatic Update can save time and effort for DocAve
administrators. Choose from the following options:
*Note: Automatic Update settings can only be configured if you have purchased maintenance
for DocAve.
o
Download the update for me, but let me choose when to install it – DocAve will
download the available updates for you, and save them to the default installation path
or the customized net share path. This way you will have all of the updates ready for
installation at your own discretion.
o
Please notify me of the new updates, but do nothing to the updates – DocAve will
notify the users configured below of available updates but will not download the
updates automatically. Note that the maintenance license must already have been
applied in order to select this option.

o
•
Select an e-mail notification profile you previously configured from the dropdown list or click New E-mail Notification to set up a new e-mail notification.
For more information about how to configure notification, refer to the User
Notification Settings section in this user guide.
Turn off automatic updates – The automatic updates function will be turned off and
you will not be notified about the DocAve updates.
Proxy – Configure the settings of the proxy server you wish to use to download DocAve updates.
o
Update Port – Enter the proxy port to use when updating DocAve Control service in the
Update Port text box. The default port is 14007.
o
Proxy Selection – Select the proxy protocol you wish to use from the Proxy Type dropdown menu:
•
No Proxy (default) – No proxy server will be used.
•
HTTP Proxy – Select this to use the HTTP proxy, then configure the following
settings:
•
o
Proxy host – The host name or IP address of the proxy server.
o
Proxy port – The port used to access the proxy server.
o
Username – The username to log on the proxy server.
o
Password – The password to access the proxy server.
SOCKS5 Proxy – Select this to use the SOCKS5 proxy, then configure the
following settings:
DocAve 6: Control Panel
o
Proxy host – The host name or IP address of the proxy server.
o
Proxy port – The port used to access the proxy server.
o
Username – The username to log on the proxy server.
o
Password – The password to access the proxy server.
39
Checking for Updates
To check for the latest updates, click Check for Updates. Note that you can only check for updates after
having purchased maintenance for DocAve.
If there are any new updates available, the following information will be displayed in the area on the
right:
•
Update Name – The name of the update.
•
Product Name –DocAve or Governance Automation.
•
Type – The type of the update.
•
Size – The size of the update. The unit of the size is megabyte.
•
Status – The installation status of the update.
•
Version – The version of the update.
Managing Updates
To manage available updates, click Manage Updates on the ribbon. All available updates found by using
the Check for Updates function will be listed in this page.
You can perform the following actions on these updates:
•
View History – Click View History on the ribbon to view a list of previously installed DocAve or
Governance Automation updates. You can customize how the list is displayed in the following
ways:
o
Search – Filter the updates displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for
the update you want to display. You can select to Search all pages or Search current
page.
o
– Manage which columns are displayed in the list so that only the information you
want to see is displayed. Click , then check the checkbox next to the column name to
have that column shown in the list.
o
o
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item
you want, rather than search based on a keyword. Click the of the column you want
to filter, then check the checkbox next to the item name to have that item shown in the
list. To remove all filters, click Clear Filter.
To see more information about an update, select the update by checking the
corresponding checkbox, then click View Details on the ribbon. In the popup window,
you can perform the following action.
40
DocAve 6: Control Panel
o
Uninstall – Click Uninstall to uninstall the selected update. The following options can be
configured in the pop-up window.
*Note: Only hotfixes and feature packs can be uninstalled. Service packs and cumulative
updates contain major important changes between different versions, they cannot be
uninstalled.
•

In the Manager tab, all the installed Manager services will be displayed, select
Uninstall the update from all the managers below when uninstalling updates
from the DocAve Manager services since all the available manager services must
be updated at the same time.

In the Agent tab, select a farm to remove the update from all DocAve Agents in
that farm.
Browse – Click Browse on the ribbon to look for the updates on your local server. Select the
desired update, and then click Open to load the update file into DocAve. The hotfix will be
stored in the UNC path you specified in Update Settings. If there is no UNC path configured, the
hotfix will be stored under the default path: …\AvePoint\DocAve6\Manager\Work\patchFolder.
*Note: For Governance Automation hotfix, you can only use this function to apply new updates.
•
Download – Click Download to download the selected update(s) from DocAve update server.
•
Stop – Click Stop to interrupt the selected downloading update. Note that the download
progress will be reset to 0%.
•
Install – Click Install to install the selected update(s). The following options can be configured in
the pop-up window.
•
o
In the Manager tab, all the installed Manager services will be displayed. Select Install
the update for all the managers below when installing updates for the DocAve Manager
services since all the available manager services must be updated at the same time.
o
In the Agent tab, select a farm to update all DocAve Agents in that farm.
Delete – Click Delete to delete the selected update(s) from DocAve. The downloaded/browsed
update files will be deleted at the same time.
Reviewing Installation History of Updates
To review the installation history of your DocAve or Governance Automation updates, click View History
on the ribbon. You will see a list of all of the previously installed DocAve or Governance Automation
updates. You can customize how the list is displayed in the following ways:
•
Search – Filter the updates displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the update
you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
DocAve 6: Control Panel
41
•
•
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the of the column you want to filter, then
check the checkbox next to the item name to have that item shown in the list. To remove all
filters, click Clear Filter.
To see more information about an update, select the update by checking the corresponding checkbox,
then click View Details on the ribbon. In the popup window, you can perform the following actions:
•
Uninstall – Click Uninstall to uninstall the selected update. The following options can be
configured in the pop-up window.
*Note: Only hotfixes and feature packs can be uninstalled. Service packs (SP) and cumulated
updates (CU) contain major important changes between different versions and cannot be
uninstalled.
o
In the Manager tab, all the installed Manager services will be displayed, select Uninstall
the update from all the managers below when uninstalling updates from the DocAve
Manager services since all the available manager services must be updated at the same
time.
o
In the Agent tab, select a farm to remove the update from all DocAve Agents in that
farm.
When you are finished, click Close to close the popup window then click Back to return to the Update
Manager interface.
42
DocAve 6: Control Panel
Application Settings
Application Settings in Control Panel allows you to customize configurations that affect all products
within the DocAve platform.
Agent Groups
Agent Groups allow you to assign specific agents for performing certain jobs. This way, you can maintain
balanced work load for different agents, and not have certain agents perform slower due to poor load
distribution.
To access Agent Groups for DocAve, in the Control Panel interface, click Agent Groups under the Agent
Groups heading. Click Close on the ribbon to close the Agent Group interface.
If you have several Agents enabled for an agent type, they will be displayed in different colors in the
Available Agents table.
Managing Agent Groups
In the Agent Groups interface, you will see a list of previously configured Agent Groups. You can
customize how these Agent Groups are displayed in the following ways:
•
Search – Filter the Agent Groups displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the Agent
Group you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
•
– Click
in the column name to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the of the column you want to filter, then
check the checkbox next to the item name to have that item shown in the list. To remove all
filters, click Clear Filter.
There is a default agent group for each On Premise/SharePoint Sites farm. The default agent group
contains all the available agents for each of the modules. All of the SharePoint Sites Agents (both for
SharePoint 2010 and SharePoint 2013) can be added to the same SharePoint Sites Agent Group.
The following settings can be configured in the Agent Groups interface:
•
Create – Click Create on the ribbon to create a new Agent Group. In the Create interface, you
can configure the following settings:
o
Agent Group Name ─ Enter a name for the new Agent Group, and then enter an
optional description for future references.
DocAve 6: Control Panel
43
o
Farm Type – This option allow you to choose from two farm types, On Premise for local
SharePoint farms and SharePoint Sites for hosted SharePoint sites. Before setting up the
agent group, go to Agent Monitor and configure the agent type. Only the configured
agent type can be selected in Available Agents area.
o
Farm (Only for On Premise farm) – Select the farm where you want to create this new
Agent Group.
o
Available Agents – Available agents will be displayed in the lower panel. In the Available
Agents panel, the number of the available agents will be displayed on the top left corner
above each product suite name, and the available products for each agent will be
colored in blue. Select the desired agent by checking the corresponding checkbox, then
click Add to add the agent to the Agent Group. To remove an agent from the Agent
Group, select the desired agent in the Agent(s) in Group column by checking the
corresponding checkbox, then click Remove.
When you are finished, click OK to save these configurations and return to the Agent Groups
interface, or click Back to return to the Agent Groups interface without saving this new Agent
Group.
•
View Details– Select an Agent Group by checking the corresponding checkbox, then click View
Details on the ribbon to view detailed information about the agent group. In the Overview
interface, click Edit on the ribbon to make changes to the configurations of this Agent Group.
Follow the instructions in the next bullet point for editing Agent Groups.
•
Edit – Select an Agent Group by checking the corresponding checkbox, then click Edit on the
ribbon to make changes to the configurations of this Agent Groups. In the Edit Agent Group
interface, enter a new name for the Agent Group, and then enter a description for future
references. Select the farm where you want to create this Agent Group from the Farm dropdown menu. Available agents will be displayed in the lower panel. In the Available Agents
column, the number of the available agents will be displayed on the top left corner above each
product name, and the available products for each agent will be colored blue. Select the desired
agent by checking the corresponding checkbox, then click Add to add the agent to the Agent
Group. To remove an agent from the Agent Group, select the desired agent in the Agent(s) in
Group column by checking the corresponding checkbox, then click Remove.
When you are finished, click Save to save all changes made to the configurations of this Agent
Group, click Save As to save the new configurations as a new Agent Group, or click Back to
return to the Agent Groups interface without saving any changes.
•
44
Delete – Select an Agent Group by checking the corresponding checkbox, then click Delete to
delete the selected Agent Group. A confirmation window will pop up to ask if you are sure you
wish to delete the selected Agent Group(s). Click OK to delete the selected Agent Group(s), or
click Cancel to return to the Agent Groups interface without deleting the selected Agent
Group(s).
DocAve 6: Control Panel
User Notification Settings
Certain DocAve products provide e-mail reports or notifications to provide you with information when a
certain triggering event occurs. Currently, DocAve notifications are provided as a popup window within
DocAve, or as e-mails to designated recipients. We are working on providing you with additional
notification options which will be configurable in the Integration Settings interface. Once the notification
integration feature is activated, the Integration Settings button on the ribbon will become available.
To access User Notification Settings for DocAve, in the Control Panel interface, click User Notification
Settings under the User Notification Settings heading. Click Close on the ribbon to close the User
Notification Settings interface.
Configuring Send E-mail Settings
The outgoing e-mail server must be configured before DocAve can send out e-mail notifications. To
configure the Outgoing e-mail server, follow the instructions below:
1. Check the Enable Sending E-mail Servers Settings checkbox in order to activate e-mail server
settings.
2. Send e-mail server (SMTP) – Enter the address of the outgoing e-mail server.
3. Secure password authentication – Check this checkbox if you have this option enabled in your
E-mail account configuration.
4. Port – Enter the SMTP port. The default SMTP port is 25. For SSL authentication, the default port
is 587.
5. Sender – Enter the e-mail address for all DocAve e-mails to be from.
6. Username on SMTP – Enter the sender’s username on the SMTP server.
7. Password on SMTP – Enter the sender’s password to log onto the SMTP server.
8. SSL authentication – Configure this option according to your E-mail settings.
9. Click the Validation Test button to verify the information entered. If the information you
entered is verified successfully, a test e-mail will be sent to the sender you configured.
10. Click Save to save your configurations and click Close to exit the interface.
Configuring Receive E-mail Settings
In the Receive E-Mail Settings interface, you will see a list of previously configured e-mail notification
profiles. You can customize how these notification profiles are displayed in the following ways:
•
Search – Filter the notification displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the
notification you want to display. You can select to Search all pages or Search current page.
DocAve 6: Control Panel
45
•
•
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
– Click
in the column title to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all filters, click Clear Filter.
Configuring Receive E-Mail Notification
The receive e-mail notification profile allows you to specify e-mail address to receive reports from
DocAve plans and services. To configure a receive e-mail notification profile, follow the instructions
below:
1. Notification Name – Enter a name for this Receive E-mail Notification profile and an optional
Description for future references.
2. Type – Select a type of report to be generated in the e-mail notification profile.
a. Global report – Global report e-mail notification profiles can be used by modules with
notification options available. These profiles will be available for selection when
configuring notifications within each module.
b. Service report – Service report e-mail notification profiles are only used for Manager
Monitor and Agent Monitor. The e-mail address you enter in the specified Service report
profile will receive e-mail notifications when the DocAve Manager service(s) or Agent
service(s) goes down.
3. Notification Address – Configure the recipients for this notification. Click Add a Notification
Address and then follow the steps below to add a recipient:
a. (Only for Global report) Choose the detail level for the notification from the drop-down
menu in the Report column. Select either Summary Report Recipient or Detailed
Report Recipient.
b. Enter the notification recipient’s e-mail address in the Recipient column.
c. Repeat the steps above to add more recipients.
4. Report Setting – Select the type of information to include for the report level(s), the recipients
of the corresponding report type(s) must exist before you can configure the report level(s):
a. If Global Report was select as the report type, configure the available settings below:
•
46
Summary report level(s) – Set when to send the summary report. By default,
Success, Failure and Warning are all selected. After the job
completed/failed/completed with exception, a summary report will be sent to
the recipient.
DocAve 6: Control Panel
•
Detailed report level(s) – Set when to send the detailed report. By default,
Success, Failure and Warning are all selected. After the job
completed/failed/completed with exception, a detailed report will be sent to
the recipient.
•
Send all logs to recipient according to status – Select what kind of logs will be
sent to recipient. You can select Success, Failure or Warning. By default, Failure
is selected.
•
Message format – Select the format which the message will be delivered in:
HTML or Plain text.
b. If you select Service Report in Type, configure the settings below in Report Setting.
•
Send all logs to recipient – Select Yes to send all logs to the recipient when the
DocAve Manager service(s) or Agent service(s) goes down or select No to not
send them.
•
Message format – Select the format which the message will be delivered in:
HTML or Plain text.
Click OK on the ribbon to save the settings or click Cancel to return to the Receive E-mail Settings
interface without saving the profile.
Managing Receive E-Mail Notifications
To see the configurations of a notification profile, select a notification profile, then click View Details on
the ribbon. You will see the configuration details of this notification profile.
To change the configurations for a notification profile, select the notification profile from the list of
previously configured notification profiles, and click Edit on the ribbon. For details on editing
configurations for a notification, see the Configuring Receive E-Mail Notification section of this guide.
To set a notification profile as the default one, select the notification profile from the list of previously
configured notification profiles, and click Set as Default Profile on the ribbon. The default notification
profile will be selected by default when you build up plans or configure notification settings for the
DocAve Manager service(s) or Agent service(s).
To delete a notification profile which is no longer needed, select the notification profile from the list of
previously configured notification profiles, and click Delete on the ribbon. Click OK to confirm the
deletion or click Cancel to cancel the operation.
Job Pruning
Job Pruning allows you to set up pruning rules for all job records across your farms. When a job record is
pruned, it will be deleted from the Job Monitor and the DocAve Control database.
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47
*Note: It is highly recommended to configure a Job Pruning policy if you are running backups frequently.
This will ensure your databases not be overloaded with job data.
In Job Pruning, you can configure Job Pruning Rules for each DocAve module to retain the desired
number of jobs, or jobs within a desired time frame. Once you have configured the Job Pruning Rule for
a module, you may configure a schedule in the Settings tab to have DocAve prune jobs according to the
Job Pruning Rules at a specified time with a specified notification, or manually run pruning jobs by
selecting a module by checking the corresponding checkbox, and click Prune Now on the ribbon to
prune jobs for the selected module based on the Job Pruning Rules you have configured for each
module.
Job Pruning has Job Monitor integrated within the interface. To see the progress of your pruning jobs,
click Job Monitor on the ribbon. For more information about Job Monitor, refer to the DocAve 6 Job
Monitor User Guide.
To access Job Pruning for DocAve in the Control Panel interface, click Job Pruning under the Job Pruning
heading. Click Save on the ribbon to save any changes made in Job Pruning. Click Close on the ribbon to
close the Job Pruning interface.
Configuring Pruning Rules
In the Rules tab, select a DocAve module by checking the corresponding checkbox, then click Configure
on the ribbon, or click on the corresponding Job Pruning Rule for a module. The Configure interface will
open in a popup window. The following options can be configured:
48
•
No Pruning – Select this option to not prune the job records of this module.
•
Depending on the module(s) you are configuring pruning rules for, you will be presented with
different options:
o
Keep the last__ job(s) – Select this option to keep only the desired number of most
recent jobs for this module. Set the number of jobs to keep by entering a positive integer
into the text box. For example: If you enter 5 in the text box, only the 5 most recent jobs
for this module will be kept. All other job records for this module will be deleted.
o
Keep the last __ Day(s)/Week(s)/Month(s) of job(s) – Select this option to keep only the
jobs within the desired time frame for this module. Set the time frame for the jobs you
want to keep by entering a positive integer into the text box, then select Day(s), Week(s)
or Month(s) from the drop-down menu. For example: If you enter 7 in the text box, and
select Day(s), only jobs performed within the last 7 days by this module will be kept. All
the previous job records of this module will be deleted.
o
Keep the last __ job group(s) – Select this option to keep only the desired number of
most recent job groups for this module. Set the number of job groups to keep by
entering a positive integer into the text box. For example: If you enter 5 in the text box,
only the 5 most recent job groups for this module will be kept. All other job records for
this module will be deleted.
DocAve 6: Control Panel
o
Keep the last __ Day(s)/Week(s)/Month(s) of job group(s) – Select this option to keep
only the job groups within the desired time frame for this module. Set the time frame for
the job groups you want to keep by entering a positive integer into the text box, then
select Day(s), Week(s) or Month(s) from the drop-down menu. For example: If you enter
7 in the text box, and select Day(s), only job groups performed within the last 7 days by
this module will be kept. All the previous job records of this module will be deleted.
o
Keep the last __ job(s) or job group(s) – Select this option to keep only the desired
number of most recent jobs/job groups for this module. Set the number of jobs/job
groups to keep by entering a positive integer into the text box. For example: If you enter
5 in the text box, only the 5 most recent jobs/job groups for this module will be kept. All
other job records for this module will be deleted.
o
Keep the last __ Day(s)/Week(s)/Month(s) of job(s) or job group(s) – Select this option
to keep only the jobs/job groups within the desired time frame for this module. Set the
time frame for the jobs/job groups you want to keep by entering a positive integer into
the text box, then select Day(s), Week(s) or Month(s) from the drop-down menu. For
example: If you enter 7 in the text box, and select Day(s), only jobs/job groups performed
within the last 7 days by this module will be kept. All the previous job records of this
module will be deleted.
When you are finished, click OK to save your configurations and return to the Job Pruning interface, or
click Cancel to return to the Job Pruning interface without saving any changes.
Configuring Settings
Once you have configured Job Pruning Rules for DocAve modules, you can set up a schedule for DocAve
to run pruning jobs, and notify the designated users with reports about the pruning jobs. In the Settings
tab of the Job Pruning interface, configure the following settings:
1. Schedule Selection – Set up a schedule for DocAve to run pruning jobs, or select to manually run
pruning jobs.
•
No Schedule – Select this option if you wish to manually run pruning jobs.
•
Configure the schedule myself – Select this option to have DocAve run pruning jobs at a
designated time. If this is selected, the Schedule Settings configuration will appear. Here
you will see a list of all of your previously configured schedules. To add a new schedule,
click Add Schedule. To edit a previously configured schedule, click on the text in the
Summary column. To delete a schedule, click . To preview the added schedules in a
calendar, click Calendar View. For more details on adding or editing a schedule, refer to
the Configuring a Schedule section of this guide.
2. Notification – Select an e-mail notification profile you have previously configured, or click New
Notification to set up a new e-mail notification profile. For more information about how to
configure the notification profile, refer to the User Notification Settings section in this user guide.
DocAve 6: Control Panel
49
Configuring a Schedule
To add or edit a schedule, follow the instructions below:
1. Type – Select the time unit of the time interval for this schedule.
•
By hour – Configure the schedule by hour
•
By day – Configure the schedule by day.
•
By week – Configure the schedule by week.
•
By month – Configure the schedule by month.
2. Schedule Settings – Configure the frequency for this schedule by entering a positive integer in
the text box. If you wish to set up a more specific schedule, check the Advanced checkbox, more
options will appear depending on the Type you have selected in step 1:
•
•
•
50
If you selected By hour, select one of the following options and configure its settings:
o
Specify production time: From __ to __ – Specify the production time, it will run
the job pruning in the specified production time frame. Note that all pruning
jobs that started within this time frame will finish even if the end time is
reached.
o
Select time below – Specify the time you want to run the job pruning. To add
several time points, click Add.
If you select By week, configure the following settings:
o
Run every __ week(s) - Enter the frequency in terms of weeks in the text box.
o
On __ – Specify the days of the week to run the job pruning on.
If you select By month, select one of the following options and configure its settings:
o
On day __ of __ – Select the day of the specific month(s) to run the pruning jobs.
For example, if you select On day 3 of January and July, the pruning jobs will
run on the third of January and July.
o
Day __ of every __ month(s) – Select the day of the month and frequency to run
the pruning jobs on. For example, if you select Day 3 of every 3 month(s), the
pruning jobs will run every three months, on the third of the month.
o
The __ __of every __ month(s) – Specify on which occurrence of which day(s) of
the month, and the frequency to run the pruning jobs. For example, if you select
The First Monday of every 3 month(s), the pruning jobs will run every three
months, on the first Monday of the month.
o
The __ __ of __ – Specify on which occurrence of which day(s) of which month
to run the pruning jobs. For example, if you select The First Monday of January
and July, the pruning jobs will run on the first Monday of January and July.
DocAve 6: Control Panel
3. Range of Recurrence – Specify the Start time for pruning jobs. Select one of the following
options for the end time and configure its settings:
•
No end date – The pruning jobs will run on the configured schedule until you manually
end it.
•
End after __ occurrence(s) – The pruning jobs will stop running after the number of
times you specify here.
•
End by __ – The pruning jobs will end on the date and time you specify here.
4. When you are finished configuring the new schedule you wish to add, click OK to save, or click
Cancel to close the Add Schedule interface without saving.
Log Manager
Log Manager allows you to manage the logs of all of the DocAve services. Logs provide the DocAve
support staff with important information for quicker troubleshooting.
Log Manager has Job Monitor integrated within the interface. To see the progress of your log collection
jobs, click Job Monitor on the ribbon. For more information about Job Monitor, refer to the DocAve 6
Job Monitor User Guide.
*Note: A Report Location must be configured in Job Monitor before you can use the Log Manager when
DocAve Control Service High Availability is used. For more information, refer to the DocAve 6 Job
Monitor User Guide.
To access Log Manager for DocAve, in the Control Panel interface, click Log Manager under the Log
Manager heading. Click Close on the ribbon to close the Log Manager interface.
Configuring Log Settings
To configure the log settings, in the Log Manager interface, click Log Settings on the ribbon. You can
configure the log settings for the following services by clicking on the corresponding tab:
•
Control Service
•
Media Service
•
Report Service
•
SharePoint Agent
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51
In each of the tabs, you will see the name of the service. For each service, the following options can be
configured.
•
Log Level – Logs could be configured to generate on each of the following levels.
o
Information (default) – Logs of this level record the basic information of DocAve, such as
the jobs that you have ran, the operations you have performed and important processes
of jobs . Information level logs also contain all of the logs from Warning and Error levels.
o
Debug – Logs of this level record the detailed information related to the internal
operations such as the communication between DocAve Manager and DocAve Agent,
the operations in the database, the output message of the data.
Logs of this level are used for finding out all the details of the jobs, and it is recommend that the
level is set to Debug before troubleshooting. Debug level logs also contain all of the logs from
Information, Warning and Error levels.
o
Error – Logs of this level record the error messages for jobs. Not all the errors could lead
to the failure of the jobs, some of the errors have already been dealt with and the logs
will record the detailed information.
o
Warning – Logs of this level record exceptions for jobs. Warning level logs also contain
all of the logs from Error level.
•
Size of Each Log –The default size for a log is 5 MB. You can adjust the size according to your
requirements by entering a different number into the text box.
•
Total Log Count – The maximum number of all the log files in the Logs folder under the
installation folder of each Manager service. For each Agent server, the Total Log Count is the
maximum number of all the log files which can be generated by each .exe file. The Agent logs
are stored in the Logs folder under the installation folder of each Agent.
When the number of log files exceeds the threshold, the oldest log file(s) will be deleted.
When you are finished configuring Log Settings, click OK to save all changes and return to the Log
Manager interface, or click Back to return to the Log Manager interface without saving any changes.
Collecting Logs
In order to collect logs, you must first specify the Manager services or Agent(s) that you wish to collect
the logs from in the Log Collection section of the Log Manager interface. Click Collect on the ribbon to
begin collecting logs for the selected services or agents.
To receive e-mail notification containing the report, select a previously configured e-mail notification
profile in the drop-down list or click New Notification to set up a new e-mail notification profile. For
more information about how to configure the e-mail notification profile, refer to the User Notification
Settings section in this user guide.
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DocAve 6: Control Panel
SharePoint Sites
SharePoint Sites allows you to map out your SharePoint Online sites so that you can manage the site
collections within those objects with DocAve.
*Note: DocAve Manager requires internet access in order for you to configure SharePoint Sites settings.
To access SharePoint Sites for DocAve, in the Control Panel interface, click SharePoint Sites under the
SharePoint Sites heading. Click Close on the ribbon to close the SharePoint Sites interface.
Managing SharePoint Online Site Collection URLs
In DocAve’s SharePoint Sites interface, any SharePoint Site Groups that you have previously configured
will be displayed in the main display pane along with its associated Agent group, description and last
modified time. Follow the instructions below to create a new SharePoint Sites Group.
*Note: SharePoint Site Groups can only be created and modified by System Group Users. System Group
Users can also register SharePoint sites to site groups, and users within the same System Group can view
and manage sites created under the same SharePoint Site Group. Users of one System Group can also
view and modify SharePoint Site Groups and registered site collections created by users of another
System Group. While Tenant Group Users cannot create SharePoint Site Groups or modify their settings,
they can only create and manage site collections within SharePoint Site Groups. Tenant group users can
view and manage only their own registered site collections and the corresponding SharePoint Site
Groups where the registered site collections reside, but they cannot view local Farms when managing
their site collections using Administrator, Granular Backup and Restore, Replicator, and Content
Manager.
To add a SharePoint Sites Group, click Create on the ribbon, then configure the following settings:
1. SharePoint Sites Group – Enter a name for this SharePoint Sites Group in the SharePoint
Sites group name textbox, then enter an optional description for future reference. Keep in
mind that while you are able to input any name for this site group, we recommend that you
use names that provide some information as to what type of SharePoint sites should be
associated with this group.
2. Agent Group – Specify an agent group to perform DocAve jobs on this SharePoint site. For
detailed information on configuring agent groups, refer to the Agent Groups section of this
user guide.
Click OK to save these configurations and return to the SharePoint Sites interface, or click Cancel to
return to the SharePoint Sites interface without saving these configurations.
To view information about a previously configured SharePoint Sites Group, select the SharePoint Sites
Group, and then click View on the ribbon. To modify the description for a previously configured
SharePoint Sites Group, select the SharePoint Sites Group, and then click Edit on the ribbon. To delete a
DocAve 6: Control Panel
53
previously configured SharePoint Sites Group, select the SharePoint Sites Group, and then click Delete
on the ribbon.
Managing Site Collections
For each SharePoint Sites Group you add to DocAve, you must configure each site collection in order to
manage it with DocAve. In order to configure site collections for a SharePoint Sites Group, select the
SharePoint Sites Group, and then click Manage Site Collection on the ribbon. In the Manage Site
Collection interface for a SharePoint Sites Group, you will see a list of previously configured site
collections.
To view information about a previously configured site collection, select the site collection, and then
click View on the ribbon. To modify to a previously configured site collection, select the site collection,
and then click Edit on the ribbon. To delete a previously configured site collection, select the site
collection, and then click Delete on the ribbon.
Configuring Site Collections
To add a site collection, click Add on the ribbon.
In the Add Site Collection interface or Edit Site Collection interface, configure the following settings:
•
Site Collection URL – Enter the URL of an existing site collection within this SharePoint Sites
Group.
•
Site Collection User – Specify the user who has access to this site collection.
o
Username – Enter the username to use in order to manage this site collection.
o
Password – Enter the password for the specified account.
Click OK to save these configurations and return to the Manage Site Collection interface, or click Cancel
to return to the Manage Site Collection interface without saving these configurations.
When configuring the Site Collection, the URL of the Site Collection will be tested by all the agents in the
SharePoint Sites Group of the SharePoint Sites with this Site Collection.
means all the agents connect
to the Site Collection URL.
means some of the agents connect to the Site Collection URL.
means
none of the agents connect to the Site Collection URL. The status of the connection between the agents
and the Site Collection URL will be checked every 100 seconds by default.
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DocAve 6: Control Panel
Profile Manager
Profile Manager allows you to manage profiles for application.
Security Profile
Security profile can protect your backup data using the security keys generated by the specified
encryption method. Security Profile provides an interface for you to manage DocAve job data security of
the following modules: Granular Backup, Platform Backup, Content Manager, Replicator, Archiver, and
Storage Manager. In the Security Profile pane, there is a default security profile named DocAve Default
Profile. It cannot be deleted because it is required for performing data upgrade from DocAve 5 (DocAve
5.7 or later required) or DocAve 6 to DocAve 6 Service Pack 1 or later versions. The default profile is not
able to be edited or deleted and only system users are able to view it.
Profile Setting
To create a new security profile, click Create on the ribbon, then configure the following settings:
•
Name – Enter a profile name and an optional Description. When configuring encryption options
while creating plans for different DocAve modules, security profile names are listed for you to
select from.
•
Encryption Method – Select encryption method and encryption length to be used in the
encryption.
•
o
Specify an encryption method – Select an encryption method in the drop-down list from
AES, DES and Blowfish. Note that if you are using an FIPS policy in your environment, you
can only use AES as the encryption method.
o
Encryption Length(bit) – Specify the length of the encryption.
Encryption Key – Select the way to generate an encryption key.
o
Automatically generate an Encryption Key – DocAve will generate a randomized key for
you.
o
Generate Encryption Key from seed – Select this option to have DocAve generate a key
based on the Seed you enter. If you choose this method, enter a seed into the Seed text
box and then enter the same seed into the Confirm seed text box.
Click OK to save these configurations and return to the Security Profile Interface, or click Cancel to
return to the Security Profile interface without saving these configurations. The encryption method or
length of a security profile cannot be modified once the profile has been created.
In the Security Profile interface, to modify the description and configuration for a previously configured
security profile, select the profile you want to modify, and then click Edit on the ribbon. To delete a
previously configured security profile, select the profile you want to delete, and then click Delete on the
DocAve 6: Control Panel
55
ribbon. Note that if the security profile you want to delete is already in use, it is not allowed to be
deleted.
Importing and Exporting Security Profiles
You can create Security Profiles and export them to be used later. To export the Security Profile, select
the profile(s) you want to export, and click Export on the ribbon. You will be asked to create a password
for this security profile. Click OK after entering the desired password in both the Password and the
Confirm password text boxes. Then click OK on the ribbon to save the password and export the profile(s)
to the desired location.
To import the security profile, click Import on the ribbon. Enter the password that was created when the
profile was exported then click OK on the ribbon. The security profile will appear in the list of Security
Profiles in the Security Profile interface once it has been imported.
To exit the Profile Manager interface, click Close on the ribbon and return to Control Panel interface.
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DocAve 6: Control Panel
Settings for Specific Products/Modules
Settings for Specific Products allow you to configure settings that may be only relevant to certain
products.
Solution Manager
Solution Manager provides an interface for you to manage all of the DocAve solutions.
To access Solution Manager for DocAve, in the Control Panel interface, click Solution Manager under
the Solution Manager heading. Click Close on the ribbon to close the Solution Manager interface.
*Note: Be sure that you have full control of all zones of all web applications via User Policy for Web
Applications in your SharePoint permissions.
*Note: If you are using Auditor and want to upgrade DocAve 6.0 to DocAve 6 Service Pack 1 or later
versions, before you upgrade DocAve 6 Auditor data to DocAve 6 Service Pack 1 or later versions, refer
to the instruction below to ensure the successful upgrade:
1. Go to SharePoint and delete DocAve 6 solution SP2010RCAuditorSiteCreationMonitor.wsp.
2.
If you have enabled monitoring SiteDeletion action in DocAve 6 Auditor module and want to
continue using this function in DocAve 6 Service Pack 1 or later versions , go to the DocAve 6
Agent servers and check the path …/windows/assembly, find SP2010RCAuditorSiteDeletion.dll
and delete it. For detailed information on how to monitor SharePoint actions in DocAve 6 Report
Center, refer to the DocAve 6 Report Center user guide.
3. Go to DocAve 6 Solution Manager and deploy SP2010AuditorMonitor.wsp and
SP2010DocumentAuditing.wsp.
Managing Solutions
When you first access Solution Manager, you will see a list of DocAve solutions. In order to see some of
the information for these solutions, or to perform certain actions to these solutions, you must first
select a farm.
Farm Selection
Select a farm from the Farm drop-down menu, the following information of the farm will be displayed in
a table:
•
The Number of Front-end Web Servers – Number of the servers which have enabled the
Microsoft SharePoint Foundation Web Application service.
•
The Number of Available Agents – Number of the DocAve agents whose status is UP (
Active.
DocAve 6: Control Panel
) and
57
•
Deployment Method – Currently the solution can only be locally deployed. In other words,
solution files are deployed only to the DocAve agent server from which the deployment
operation was initiated.
Viewing the Solution’s Information
You can view the following information of the solutions in the corresponding table:
•
Solution – The name of the DocAve solution.
•
Module– The name of the module this solution is intended for.
The following information is only available if you have a farm selected:
•
Version – The version of the solution.
•
Status – The deployment status of the solution file.
o
N/A – The solution is not installed.
o
Not Deployed – The solution is installed but not deployed.
o
Deployed – The solution is deployed to all the Agent servers.
o
Partially Deployed – The solution is deployed to some of the Agent servers.
•
Last Refreshed Time – The last modified time of the corresponding solution.
•
Message – Display the detailed information of the solution deployment.
Operations on the Solutions
Select a solution from the table by checking the corresponding checkbox. You can perform the following
actions.
*Note: For the SharePoint 2013 Site Collections that are created using the SharePoint 2010 template,
you must install and deploy the Connector solutions designed for SharePoint 2010.
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•
Install – Click Install on the ribbon to add a solution package to the farm's solution store, which
is in the farm's configuration database. Use this button when you only want to add the solution
to the specified farm and do not want to deploy it.
•
Deploy – Click Deploy on the ribbon to unpack the solution package, and copy its elements to
their appropriate places. This button can be used even when the solution has not been installed
to the specified farm. In that case, the solution will be installed to the specified farm first and
then be deployed.
•
Retract – Reverse the deployment of the farm solution's components. The solution remains in
the solution store and can be redeployed later.
•
Remove – Deletes the solution package from the solution store. This button can be used even
when the solution has not been retracted from the specified farm. In that case, the solution will
be retracted from the specified farm first and then be removed.
DocAve 6: Control Panel
After a solution is installed, to view information about it, select the solution by checking the
corresponding checkbox, then click Solution Properties on the ribbon. You will be brought to the
Solution Properties page. By default, you are in the Summary tab, which shows an overall view of the
specified solution. Click the Details tab to view the solution’s deployment status on each of the web
applications and other detailed information. In the Details tab, you can also select a web application(s)
by checking the corresponding checkbox(es), then click Deploy or Retract to deploy or retract the
solution from the selected web application(s). When you are finished, click Back on the ribbon to return
to the Solution Manager interface.
Maintaining Solutions
To keep your DocAve solutions up to date, Solution Manager provides you tools to check for solution
version, upgrade existing solutions, and repair deployed solutions. To perform any of these actions,
select the solution by checking the corresponding checkbox, then click:
•
Retrieve Version on the ribbon to retrieve version information about the selected solution(s).
The information displayed in the Version, Status, and Message columns will be refreshed.
•
Upgrade on the ribbon to upgrade the selected solution to the latest version. A solution can be
upgraded if the solution version is lower than the current agent version.
•
Repair on the ribbon to repair the selected solution. You can repair a solution if it does not have
the same version as the current agent version.
Solution Description
Refer to the descriptions below to get an overall view of all the DocAve 6 solutions.
•
SP2010EndUserArchiver.wsp – This solution is only used for Archiver module for SharePoint
2010 environments. If you deploy this solution, you are able to use End User Archiving in
Archiver and the end user(s) are able to archive data by directly operating on the corresponding
object(s) in SharePoint 2010. For details on how to use this feature, refer to the
Archiver_User_Guide.
•
SP2010ErrorPageforArchivedData.wsp – This solution is only used for Archiver module for
SharePoint 2010 environments. After enabling this feature, when an item has been archived and
a user want to open the archived item using the original URL, DocAve will check if the item has
already been archived, if yes, it will pop up a prompt message. For details on how to use this
feature, refer to the Archiver_User_Guide.
•
SP2010ConnectorContentLibrary.wsp – This solution is only used for Connector module for
SharePoint 2010 environments. After deploying this solution, you will be able to enable the
corresponding feature at site collection level, allowing you to create the content library in
SharePoint 2010. For details on how to use this feature, refer to the Connector_User_Guide.
•
SP2010ConnectorMediaLibrary.wsp – This solution is only used for Connector module for
SharePoint 2010 environments. After deploying this solution, you are able to enable the
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corresponding feature at site collection level, allowing you to create the media library in
SharePoint 2010. For details on how to use this feature, refer to the Connector_User_Guide.
60
•
SP2010DocumentAuditing.wsp – This solution is only used for Report Center module for
SharePoint 2010 environments. After deploying this solution, go to Report Center> Settings >
Manage Features to activate this feature at site collection level. Or you can go to SharePoint to
activate this feature. Then you will be able to audit all documents under the specified site
collection. And you will be able to view the auditor history of the documents. For details on how
to use this feature, refer to the Report_Center_User_Guide.
•
SP2010AuditorMonitor.wsp – This solution is only used for Report Center module for
SharePoint 2010 environments. After deploying this solution, go to Report Center > Settings >
Auditor Controller to activate this feature by checking the Site Collection Deletion or Site
Creation checkboxes in the Audit Action field. For details on how to use this feature, refer to the
Report_Center_User_Guide.
•
SP2010SecurityManagement.wsp – This solution is only used for Administrator module for
SharePoint 2010 environments. After deploying the solution, go to SharePoint to active the
corresponding features in the specified site collection. You will be able to activate the DocAve
Security Management Feature, DocAve Security Management Ribbon, DocAve Security Search
History Feature and DocAve Security Search Result Feature. Then you will be able to use the
corresponding functions of these features in SharePoint. For more information, refer to the
Administrator User Guide.
•
SP2013ConnectorContentLibrary.wsp – This solution is only used for Connector module for
SharePoint 2013 environments. After deploying this solution, you will be able to enable the
corresponding feature at the site collection level, allowing you to create the content library in
SharePoint 2013. For details on how to use this feature, refer to the Connector_User_Guide.
•
SP2013ConnectorMediaLibrary.wsp – This solution is only used for Connector module for
SharePoint 2013 environments. After deploying this solution, you are able to enable the
corresponding feature at the site collection level, allowing you to create the media library in
SharePoint 2013. For details on how to use this feature, refer to the Connector_User_Guide.
•
SP2013EndUserArchiver.wsp – This solution is only used for Archiver module for SharePoint
2013 environments. If you deploy this solution, you are able to use End User Archiving in
Archiver and end user(s) are able to archive data by directly SharePoint 2013. For details on how
to use this feature, refer to the Archiver_User_Guide.
•
SP2013ErrorPageforArchivedData.wsp – This solution is only used for Archiver module for
SharePoint 2013 environments. After enabling this feature, when an item has been archived and
a user want to open the archived item using the original URL, DocAve will check if the item has
already been archived, if yes, the user will see a prompt message. For details on how to use this
feature, refer to the Archiver_User_Guide.
•
SP2013DocumentAuditing.wsp – This solution is only used for Report Center module for
SharePoint 2013 environments. After deploying this solution, go to Report Center> Settings >
Manage Features to activate this feature at the site collection level. You can also activate this
feature directly in SharePoint. This allows you to audit all documents under the specified site
collection as well as view the auditor history of documents in the site collection. For details on
how to use this feature, refer to the Report_Center_User_Guide.
DocAve 6: Control Panel
•
SP2013AuditorMonitor.wsp – This solution is only used for Report Center module for
SharePoint 2013 environments. After deploying this solution, go to Report Center > Settings >
Auditor Controller to activate this feature by checking the Site Collection Deletion or Site
Creation checkboxes in the Audit Action field. For details on how to use this feature, refer to the
Report_Center_User_Guide.
•
SP2013SecurityManagement.wsp – This solution is only used for Administrator module for
SharePoint 2013 environments. After deploying the solution, go to SharePoint to active the
features for each site collection: DocAve Security Management Feature, DocAve Security
Management Ribbon, DocAve Security Search History Feature and DocAve Security Search
Result Feature. For more information, refer to the Administrator User Guide.
*Note: In order to use the SP2013SecurityManagement feature successfully, you must restart
the timer service on your server with SharePoint 2013. Navigate to Start > Administrative Tools >
Services, Select SharePoint Timer Service, and click Restart the service.
Storage Configuration
Storage Configuration allows you to create and configure physical and logical devices or storage policies
for certain DocAve modules to store backup data.
In the Storage Configuration interface, you will see pie charts containing Data Usage information by the
physical devices. The chart on the left displays the share of data stored on each physical device type. The
chart on the right displays the amount of storage used for storing SharePoint BLOBs versus the amount
of storage used for storing DocAve native data; You can configure the physical device type you want this
chart to display by clicking on the drop-down menu above the chart, then selecting from: All Physical
Devices, Net Share, FTP, TSM, Cloud Storage, Caringo Storage, and HDS Hitachi Content Platform.
Physical Device
Physical devices allow DocAve to store backup data. In order for DocAve to recognize a physical device
for use, it must first be configured. While you can create multiple physical devices for use in DocAve
here, but only one is necessary to perform a successful backup job.
*Note: Depending on where you want to store the backup data, DocAve has the capability to write to
any Net Share, FTP, TSM, EMC Centera, Cloud Storage, Dell DX Storage, Caringo Storage, and HDS
Hitachi Content Platform devices.
To access Physical Device settings for DocAve, go to the Control Panel interface and click Physical Device
under the Storage Configuration heading. You will be brought to the Storage Configuration interface
with the Physical Device tab selected. Click Close on the ribbon to close the Storage Configuration
interface.
DocAve 6: Control Panel
61
In the Physical Device configuration interface, you will see a list of previously configured physical devices.
You can customize how these physical devices are displayed in the following ways:
•
Search – Filter the physical devices displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for the
physical device you want to display. You can select to Search all pages or Search current page.
•
– You can manage which columns are displayed in the list so that only the information you
want to see is displayed. Click , then check the checkbox next to the column name to have that
column shown in the list.
•
– Click
in the column heading to hide the column.
To update the storage space information in the Space Usage column of the list of physical devices, as
well as the data usage information presented in the pie charts in the Data Usage section, click Refresh
on the ribbon.
Managing Physical Devices
In Storage Configuration, you can create a new physical device, view details about a physical device, edit
a previously configured physical device, or delete a previously configured physical device. For details on
creating or editing a physical device, see the Configuring Physical Devices section of this guide.
To view details about a physical device, select it from the list of previously configured physical devices,
and then click Details on the ribbon. You will see all of the detailed information about the specific
physical device displayed in the following three tabs:
•
Summary – The configurations for this physical device.
•
Associated Logical Device – The logical device(s) that use this physical device.
•
DocAve Data – The size of the data stored in this physical device.
Click Edit on the ribbon to change the configurations for this physical device. For details on editing
configurations for a physical device, see the Configuring Physical Devices section of this guide.
To delete a physical device from DocAve, select a physical device from the list of previously configured
physical devices, then click Delete on the ribbon. A confirmation window will pop up and ask if you are
sure you want to proceed with the deletion. Click OK to delete the selected physical device(s), or click
Cancel to return to the Storage Configuration interface without deleting the selected physical device(s).
Configuring Physical Devices
To create a new physical device, click Create on the ribbon, and then select Physical Device from the
drop-down menu. To modify a previously configured physical device, select the physical device, and
then click Edit on the ribbon. Because DocAve supports a number of types of physical devices, each
device type requires different configurations. In the sections that follow, you will find instructions on
62
DocAve 6: Control Panel
configuring the following types of physical devices: Net Share, FTP, TSM, EMC Centera, Cloud Storage,
Dell DX Storage, Caringo Storage, and HDS Hitachi Content Platform.
*Note: For physical devices with the Advanced option, refer to the information below.
•
Only use the extended parameters to fulfill your special requirements.
•
Except for the FileSpace parameter of TSM, all the extended parameters and their values are
not case-sensitive.
Net Share
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future reference.
•
Storage Type – Select Net Share from the drop-down list.
•
Storage Type Configuration – Enter the UNC Path (using the following format
\\<servername>\c$\...). Then enter the Username and Password in the corresponding text
boxes.
•
Advanced – Specify the following extended parameters in advanced settings if necessary. Note
that if you have multiple parameters to enter, press Enter on the keyboard to separate the
parameters. Refer to the instructions below to add parameters:
o
o
o
LongPathEnabled – Windows full path is designed to be less than 256 characters. This
parameter configuration allows you to use more than 256 characters for full path. The
default value is false.

If you enter LongPathEnabled=true, it will enable DocAve to support full path
that has more than 256 characters.

If you enter LongPathEnabled=false, DocAve will not support full path that has
more than 256 characters.
AuthMethod – Enable different permission validation methods for different users to
visit Net Share. The default value is LogonUser.

If you enter AuthMethod=LogonUser, it will enable LogonUser user permission
validation method.

If you enter AuthMethod=NetUse, it will enable NetUse user permission
validation method.

If you enter AuthMethod=NetUse_DeleteOld, it will enable NetUse user
permission validation method and delete the previous validation method.
ReadOnly – Modify the current device to read-only mode. The default value is False.

If you enter ReadOnly=true, it will enable the read-only mode of the current
device.
DocAve 6: Control Panel
63

If you enter ReadOnly=false, it will not enable the read-only mode of the
current device.
Click Validation Test. DocAve will test the path and user information to make sure they are valid.
*Note: The folder must exist on the destination; DocAve will not create the specified folder on
the physical drive.
•
Space Threshold – Set up the space threshold for the physical device. Once the threshold is
reached, data will stop being written to the physical device and the device will become readonly. There are two methods you can select:
o
Less than … MB – Specify the minimum size of the free space for the physical device, if
the free space of the physical device is less than the specified size, data will stop being
written to the physical device and the device will become read-only. By default, this
option is used and the default size is 1024 MB. The size you enter into the text box must
be equal to or larger than 1024MB.
o
Less than … % – Specify the minimum percentage of the free space, if the free space of
the physical device is less than the specified percentage, data will stop being written to
the physical device and the device will become read-only.
Click Test to verify the space or percentage you entered.
Click OK to save the configurations and return to the Storage Configuration interface, or click
Cancel to return to the Storage Configuration interface without saving any changes. After the
physical device is saved, it will be listed in the Physical Device tab.
*Note: While you can create multiple physical devices for use in DocAve here, but only one is
necessary to perform a successful backup job.
FTP
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future reference.
•
Storage Type – Select FTP from the Storage Type drop-down list.
•
Storage Type Configuration – Configure the following settings:
o
Host – Enter the IP address of the FTP server.
o
Port – Enter the port to use to connect to this FTP server. The default port is 21.
o
Username – Enter the username to use to connect to this FTP server.
o
Password – Enter the password of the specified username.
Click Validation Test to verify that the information you entered is correct.
Click OK to save the configurations and return to the Storage Configuration interface, or click
Cancel to return to the Storage Configuration interface without saving any changes. After the
physical device is saved, it will be listed in the Physical Device tab.
64
DocAve 6: Control Panel
TSM
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future reference.
•
Storage Type – Select TSM from the Storage Type drop-down list.
•
Storage Type Configuration – Configure the following settings:
•
o
Communication – Select the protocol to use to connect to the TSM server from the
drop-down menu.
o
Server Address – Enter the host name or IP address of the TSM server.
o
Server Port – Enter the port to use to connect to this TSM server. The default port is
1500.
o
Node Name – Enter the name of the node you wish to connect to.
o
Management Class – Enter the name of the management class to manage the data
stored in the node.
o
Node Password – Enter the password to use to connect to the node.
Advanced – Specify the following extended parameters in advanced settings if necessary. Note
that if you have multiple parameters to enter, press Enter on the keyboard to separate the
parameters. Refer to the instructions below to add parameters.
o
FileSpace – Uses a different FileSpace under the same node. The default FileSpace is
DocAve. Note that this parameter’s value is case-sensitive. You can enter the value
according to the FileSpace on your server. If the FileSpace does not exist, it will be
created automatically.
o
SingleSession – Uses the single session for DocAve interaction with TSM Server. The
default value is SingleSession=false.

If you enter SingleSession=true, it will enable the single session for DocAve
interaction with TSM Server. Note that this will slow down the performance.

If you enter SingleSession=false, it will not enable the single session for DocAve
interaction with TSM Server.
Click Validation Test to verify that the information you entered is correct.
Click OK to save the configurations and return to the Storage Configuration interface, or click
Cancel to return to the Storage Configuration interface without saving any changes. After the
physical device is saved, it will be listed in the Physical Device tab.
EMC Centera
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future reference.
DocAve 6: Control Panel
65
•
Storage Type – Select EMC Centera from the Storage Type drop-down list.
•
Storage Type Configuration – Configure the following settings:
o
Centera Cluster Address – Enter the IP address of the EMC Centera cluster.
o
Authentication – Select one of the following authentication methods to connect to the
EMC Centera cluster:
•
•
Name/Secret Authentication – If this option is chosen, you must then configure
the following settings:
o
Name – Enter the name to connect to the EMC Centera cluster with.
o
Secret – Enter the secret for this name.
PEA files Authentication – If this option is chosen, you must then configure the
following settings:
o
PEA file location – The location of the PEA file used to connect to the
EMC Centera cluster.
o
Location Username – Enter the username to use to access the PEA file
location.
o
Location Password – Enter the password of the specified Username
used to access the PEA file location.
Click Validation Test to verify that the information you entered is correct.
•
Space Threshold – Set up the space threshold for the physical device. Once the threshold is
reached, data will stop being written to the physical device and the device will become readonly. There are two methods you can select:
o
Less than … MB – Specify the minimum size of the free space for the physical device, if
the free space of the physical device is less than the specified size, data will stop being
written to the physical device and the device will become read-only. By default, this
option is used and the default size is 1024 MB.
o
Less than … % – Specify the minimum percentage of the free space, if the free space of
the physical device is less than the specified percentage, data will stop being written to
the physical device and the device will become read-only.
Click Test to verify the space or percentage you entered.
Click OK to save the configurations and return to the Storage Configuration interface, or click
Cancel to return to the Storage Configuration interface without saving any changes. After the
physical device is saved, it will be listed in the Physical Device tab.
Cloud Storage
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
66
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future reference.
DocAve 6: Control Panel
•
Storage Type – Select Cloud Storage from the Storage Type drop-down list.
•
Storage Type Configuration – Select a Cloud Type from the drop-down menu, then configure its
path:
•
o
RackSpace Cloud Files – Enter the Container Name you wish to access, then enter the
Username and API Key to access the container with. Check the CDN Enabled checkbox if
the content delivery network (CDN) is enabled.
o
Windows Azure Storage – In the Access Point text box, enter the URL for the Blob
Storage Service; The default URL is http://blob.core.windows.net. Enter the Container
Name you wish to access, then enter the Account Name and Account Key to access the
container with. Check the CDN Enabled checkbox if the Windows Azure content delivery
network (CDN) is enabled.
o
Amazon S3 – Enter the Bucket Name you wish to access, then enter the Access Key ID
and Secret Access Key to access the bucket with. You can view the Access Key ID and
Secret Access Key from your AWS account. Select the Storage Region of this bucket
from the drop-down menu. The available regions are US Standard, US West (Northern
California), EU (Ireland), Asia Pacific (Singapore) and Asia Pacific (Tokyo).
o
EMC Atmos – In the Access Point text box, enter the URL to connect to Atmos Online
with; The default URL is http://accesspoint.emccis.com. Enter the Root Folder where
you wish to access, then enter the Full Token ID (commonly referred to as the UID) and
Shared Secret to access the Root Folder with.
o
AT&T Synaptic – Enter the Root Folder where you wish to access, then enter the Full
Token ID (commonly referred to as the UID) and Shared Secret to access the Root
Folder with.
Advanced – Specify the following extended parameters in advanced settings if necessary. If you
have multiple parameters to enter, press Enter on your keyboard to separate the parameters.
Refer to the instructions below to add parameters.
o
RetryInterval – Customize the retry interval when the network connection is interrupted.
The default value is 200 milliseconds. You are allowed to enter any positive integer
between 0 and 2147483646 (the unit is millisecond). For example, RetryInterval=30
represents the interval between the network interruption and reconnection is 30
milliseconds.
o
RetryCount – Customize the reconnection times after the network connection is
interrupted. The default value is 6. You are allowed to enter any positive integer
between 0 and 2147483646. For example, RetryCount=10 represents when the network
connection is interrupted, it can reconnect at most 10 times.
•
CustomizedMetadata – Configure if DocAve customized metadata or useradded metadata is supported. By default, DocAve customized metadata and
user-added metadata are all supported in DocAve.
o
DocAve 6: Control Panel
If you enter CustomizedMode=Close, it represents this physical device
will not support DocAve customized metadata or user-added metadata.
67
o
If you enter CustomizedMode=SupportAll, it represents this physical
device will support all DocAve customized metadata and user-added
metadata.
o
If you enter CustomizedMode=DocAveOnly, it represents this physical
device will only support DocAve customized metadata.
o
If you enter CustomizedMode=CustomizedOnly, it represents this
physical device will only support user-added metadata.
Click Validation Test to verify that the information you entered is correct.
Click OK to save the configurations and return to the Storage Configuration interface, or click
Cancel to return to the Storage Configuration interface without saving any changes. After the
physical device is saved, it will be listed in the Physical Device tab.
Dell DX Storage
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future reference.
•
Storage Type – Select Dell DX Storage from the Storage Type drop-down list.
•
Storage Type Configuration – Configure the following settings:
o
CSN private network IP – Enter the hostname or IP address of the node.
o
SCSP proxy port – Enter the port to use to connect to the cluster. The default port is 80.
o
Cluster name – Enter the name of the cluster you wish to access.
o
Primary DX CR publisher – You can keep it empty for now.
o
Primary DX CR publisher Port – You can keep it empty for now.
o
With remote D/R cluster – Check this checkbox if you wish to use the remote cluster
when the local cluster is not available. Select an Access mode from the drop-down
menu, then configure the following settings:
o
68

Remote CSN – If this mode is selected, enter the Remote CSN host (the
hostname or IP address of the Remote cluster storage node) and Remote CSN
port (the port used to access the Cluster) used to access the cluster. The default
port is 80.

Local Proxy – If this mode is selected, enter the SCSP proxy host (the hostname
or IP address of the SCSP Proxy host configured by the customer), SCSP proxy
port (the port used to access the SCSP Proxy host, 80 is the default port) and the
Remote cluster name used to access the cluster.
Number of object replicas – Enter the number of replicas of the data.
DocAve 6: Control Panel
o
DX optimizer compression – Select a compression method for the data stored in the
Dell DX Storage:

None – The data will not be compressed. This is selected by default.

Fast – The compression time is shorter, and the compression rate is lower. This
means that the size of the data will not be reduced by as much as if Best is
selected, but the process will not take as long.

Best – The compression time is longer, and the compression rate is higher. This
means that the size of the data will be reduced much more than if Fast is
selected, but the process will take more time.
o
Compress after(Days) – Enter a positive integer between 0 and 29 for the number of
days you wish to delay data compression after it is stored.
o
Advanced – Specify the following extended parameters in advanced settings if
necessary. If you have multiple parameters to enter, press Enter on your keyboard to
separate the parameters. Refer to the instructions below to add parameters.
•
•
LocatorType – Add a customized locator type. The default type is Proxy.
o
If you enter LocatorType=Proxy, it represents you will use Proxy locator.
o
If you enter LocatorType=Static, it represents you will use Static locator.
CustomizedMetadata – Allow you to write customized metadata into the data.
The metadata format must be, for example:
CustomizedMetadata={[testkey1,testvalue1],[testkey2,testvalue2],[testkey3,tes
tvalue3]……}
You are allowed to customize testkey and testvalue group number. Use “,” to
separate the entered testkeys and testvalues.
•
CustomizedMode – Allow you to configure if DocAve customized metadata or
user-added metadata is supported. By default, DocAve customized metadata
and user-added metadata are all supported in DocAve. Note that before
entering this parameter, you have to configure With remote D/R cluster and
enter the corresponding configuration data.
DocAve 6: Control Panel
o
If you enter CustomizedMode=Close, it represents this physical device
will not support DocAve customized metadata or user-added metadata.
o
If you enter CustomizedMode=SupportAll, it represents this physical
device will support all DocAve customized metadata and user-added
metadata.
o
If you enter CustomizedMode=DocAveOnly, it represents this physical
device will only support DocAve customized metadata.
o
If you enter CustomizedMode=CustomizedOnly, it represents this
physical device will only support user-added metadata.
69
•
•
CacheRemoteHost – Allow you to cache the information of the RemoteHost.
The default value is true.
o
If you enter CacheRemoteHost=true, it represents this physical device
will cache the RemoteHost information.
o
If you enter CacheRemoteHost=false, it represents this physical device
will not cache the RemoteHost information.
RemoteHostTimeout – Allow you to customize the time to cache the
RemoteHost information before the information is deleted. The default value is
3600 seconds. You are allowed to enter any positive integer between 0 and
2147483646 (the unit is second). For example, if you enter
RemoteHostTimeout=3600, it represents that the cache time is 3600 seconds.
Click Validation Test to verify that the information you entered is correct.
•
Space Threshold – Set up the Space Threshold for the physical device. Once the threshold is
reached, data will stop being written to the physical device and the device will become readonly. There are two methods you can select:
o
Less than … MB – Specify the minimum size of the free space for the physical device, if
the free space of the physical device is less than the specified size, data will stop being
written to the physical device and the device will become read-only. By default, this
option is used and the default size is 1024MB.
o
Less than … % – Specify the minimum percentage of the free space, if the free space of
the physical device is less than the specified percentage, data will stop being written to
the physical device and the device will become read-only.
Click Test to verify the space or percentage you entered.
Click OK to save the configurations and return to the Storage Configuration interface, or
click Cancel to return to the Storage Configuration interface without saving any changes.
After the physical device is saved, it will be listed in the Physical Device tab.
Caringo Storage
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then type an optional
Description for future references.
•
Storage Type – From the Storage Type drop-down box, select Caringo Storage.
•
Storage Type Configuration – Configure the following settings:
o
Communication Type – There are two available ways to communicate with server.
•
Proxy locator – In this type, enter CNS Private Network IP and Cluster Name,
DocAve can find information of storage node. The DocAve server and the
Caringo server must be in the same subnet.
o
70
CSN Private Network IP – Enter the hostname or IP address of the node.
DocAve 6: Control Panel
•
o
SCSP Proxy Port – Enter the port to use to connect to the cluster. The
default port is 80.
o
Cluster Name – Enter the name of the cluster you wish to access.
Static Locator – In this type, enter the storage node IP address. DocAve will visit
the storage node you specified directly. If you have multiple storage nodes,
enter their IP addresses and use semicolons to separate the entered IP
addresses.
o
Primary DX storage node – Enter the hostname or IP address of the
node, if you are entering multiple nodes, separate each node using ;
o
Primary DX storage node port – Enter the port used to connect to the
primary DX storage node. The default port is 80.
o
Primary DX CR Publisher – You can keep it empty for now.
o
Primary DX CR Publisher Port – You can keep it empty for now.
o
Require Authentication – Enable user authentication when visiting the server. Enter
username and password for authentication. Authentication Realm is the realm that the
user you specified belongs to.
o
With Remote D/R Cluster – Check this checkbox if you wish to use the remote cluster
when the local cluster is not available. Select an Access Mode from the drop-down
menu, then configure the following settings:
o
o
•
Remote CSN – If this mode is selected, enter the Remote CSN Host (the
hostname or IP address of the Remote cluster storage node)and Remote CSN
Port (the port used to access the Cluster) used to access the cluster. The default
port is 80.
•
Local Proxy – If this mode is selected, enter the SCSP Proxy Host (the hostname
or IP address of the SCSP Proxy host configured by the customer), SCSP Proxy
Port (the port used to access the SCSP Proxy host, 80 is the default port) and the
Remote Cluster Name used to access the cluster.
•
Number of Object Replicas – Enter the number of replicas of the data.
Caringo Optimizer Compression – Select a compression method for the data stored in
the Caringo Storage:
•
None – The data will not be compressed. This is selected by default.
•
Fast – The compression time is shorter, and the compression rate is lower. This
means that the size of the data will not be reduced by as much as if Best is
selected, but the process will not take as long.
•
Best – The compression time is longer, and the compression rate is higher. This
means that the size of the data will be reduced much more than if Fast is
selected, but the process will take more time.
Compress After(Days) – Enter a positive integer between 0 and 29 for the number of
days you wish to delay data compression after it is stored.
DocAve 6: Control Panel
71
o
Advanced – Specify the following extended parameters in advanced settings if
necessary. If you have multiple parameters to enter, press Enter on the keyboard to
separate the parameters. Refer to the instructions below to add parameters.
•
•
LocatorType – Add a customized Locator type, the default type is Proxy.
o
If you enter LocatorType=Proxy, it represents you will use Proxy locator.
o
If you enter LocatorType=Static, it represents you will use Static locator.
CustomizedMetadata – Allow you to write customized metadata into the data.
The metadata format must be, for example:
CustomizedMetadata={[testkey1,testvalue1],[testkey2,testvalue2],[testkey3,tes
tvalue3]……}
You are allowed to customize testkey and testvalue group number. Use “,” to
separate the testkeys and testvalues.
•
•
•
CustomizedMode – Allow you to configure if DocAve customized metadata or
user-added metadata is supported. By default, DocAve customized metadata
and user-added metadata are all supported in DocAve. Note that before
entering this parameter, you have to configure With remote D/R cluster and
enter the corresponding configuration data.
o
If you enter CustomizedMode=Close, it represents this physical device
will not support DocAve customized metadata or user-added metadata.
o
If you enter CustomizedMode=SupportAll, it represents this physical
device will support all DocAve customized metadata and user-added
metadata.
o
If you enter CustomizedMode=DocAveOnly, it represents this physical
device will only support DocAve customized metadata.
o
If you enter CustomizedMode=CustomizedOnly, it represents this
physical device will only support user-added metadata.
CacheRemoteHost – Allow you to cache the information of the RemoteHost.
The default value is true.
o
If you enter CacheRemoteHost=true, it represents this physical device
will cache the RemoteHost information.
o
If you enter CacheRemoteHost=false, it represents this physical device
will not cache the RemoteHost information.
RemoteHostTimeout – Allow you to customize the time to cache the
RemoteHost information before the information is deleted. The default value is
3600 seconds. You are allowed to enter any positive integer between 0 and
2147483646 (the unit is second). For example, if you enter
RemoteHostTimeout=3600, it represents that the cache time is 3600 seconds.
Click OK to save the configurations and return to the Storage Configuration
interface, or click Cancel to return to the Storage Configuration interface
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without saving any changes. After the physical device is saved, it will be listed in
the Physical Device tab.
HDS Hitachi Content Platform
In the Create Physical Device or Edit Physical Device interface, configure the following settings:
•
Physical Device Name – Enter a Name for this physical device. Then enter an optional
Description for future references.
•
Storage Type – From the Storage Type drop-down box, select HDS Hitachi Content Platform.
•
Storage Type Configuration – Configure the following settings:
o
Primary Namespace Address – Specify the primary Namespace Address where you want
to store data.
For example, you can enter http://ns0.ten1.hcp.storage1.com. Make sure the URL
entered here can be accessed by the DocAve Control service, Media service and the
corresponding DocAve Agent(s).
o
Secondary Namespace Address (Optional) – Specify the secondary Namespace Address
which will be used to store data when the primary Namespace Address is not accessible.
This namespace address is used in conjunction with the FailOverMode parameter. For
the detailed information, refer to the FailOverMode section.
*Note: The secondary Namespace must be mirrored to the primary Namespace.
For example, you can enter http://ns0.ten1.hcp.storage2.com. Make sure the URL
entered here can be accessed by the DocAve Control service, Media service and the
corresponding DocAve Agent(s).
o
Root Folder – Enter the directory where you want to store data. The directory will be
created automatically in the specified namespace address if it does not exist. For
example, directoryName.
o
Username and Password – The user name and password to access the namespace you
entered.
o
Advanced –Specify the following extended parameters in advanced settings if necessary.
If you have multiple parameters to enter, press Enter on your keyboard to separate the
parameters. Refer to the instructions below to add parameters.

RetryInterval – Specify the time interval of the Retry operation when the
connection with the HDS Hitachi Content Platform server is not available. The
format is RetryInterval=200. The unit for this parameter is millisecond.
If you do not configure this parameter, the value is 200 milliseconds by default.

RetryCount – Specify the count of the Retry operation when the connection
with the HDS Hitachi Content Platform server is not available. The format is
RetryCount=6.
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73
If you do not configure this parameter, the value is 6 by default.

FlushDNS – Specify whether to flush the DNS before connecting to the specified
secondary Namespace Address. The format is FlushDNS=true.
If you do not configure this parameter, the value is true by default, which means
the DNS will be flushed before connecting to the specified secondary
Namespace Address.



o
FailOverMode – Specify when to use the configured secondary Namespace
Address if the primary Namespace Address is not accessible.
o
If you enter FailOverMode= ReadWrite, the secondary Namespace
Address will enable the upload and download function.
o
If you enter FailOverMode=Read, the secondary Namespace Address
will only enable the download function.
o
If you enter FailOverMode=Off, the secondary Namespace Address will
not be used.
CacheSecondaryNamespace – When you configure HDS physical device, you
must configure Primary Namespace Address (PNA) and Secondary Namespace
Address (SNA). If PNA fails and you want to use cache SNA to run the job, you
can enable this configuration.
o
CacheSecondaryNamespace=true – When you run a job, and the time is
in the SecondaryNamespaceTimeout, it will not check PNA and will use
SNA directly. If the time exceeds the SecondaryNamespaceTimeout, it
will check PNA.
o
CacheSecondaryNamespace=false – When you run a job, it will check
PNA firstly and will use PNA to run the job. If PNA check fails, it will
check SNA and use SNA to run the job.
SecondaryNamespaceTimeout – When you enable CacheSecondaryNamespace,
you can add this configuration to customize the timeout time of it. The default
timeout time is 3600 seconds. You can enter the number as you wish.
Space Threshold – Set up the Space Threshold for the physical device. Once the
threshold is reached, data will stop being written to the physical device and the device
will become read-only. There are two methods you can select:

Less than … MB – Specify the minimum size of the free space for the physical
device, if the free space of the physical device is less than the specified size,
data will stop being written to the physical device and the device will become
read-only. By default, this option is used and the default size is 1024 MB.

Less than … % – Specify the minimum percentage of the free space, if the free
space of the physical device is less than the specified percentage, data will stop
being written to the physical device and the device will become read-only.
Click Test to verify the space or percentage you entered.
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Click OK to save the configurations and return to the Storage Configuration
interface, or click Cancel to return to the Storage Configuration interface
without saving any changes. After the physical device is saved, it will be listed in
the Physical Device tab.
Logical Device
DocAve has the ability to treat multiple storage drives as a single logical unit when saving backup data.
This is especially helpful for very large backup plans as many smaller drives can be combined. A logical
drive must be defined before creating a backup plan.
*Note: Each logical device can only be configured with one type of physical device.
To access Logical Device settings for DocAve, in the Control Panel interface, click Logical Device under
the Storage Configuration heading. You will be brought to the Storage Configuration interface with the
Logical Device tab selected. Click Close on the ribbon to close the Storage Configuration interface.
In the Logical Device configuration interface, you will see a list of previously configured logical devices.
You can customize how these logical devices are displayed in the following ways:
•
Search – Filter the logical devices displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the logical
device you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
•
– Click
in the column title to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all filters, click Clear Filter.
Managing Logical Devices
In Storage Configuration, you can create a new logical device, view details about a logical device, edit a
previously configured logical device, or delete a previously configured logical device. For details on
creating or editing a logical device, see the Configuring Logical Devices section of this guide.
To view details about a logical device, select a logical device from the list of previously configured logical
devices, then click Details on the ribbon. You will see all of the detailed information about the specific
logical device displayed in the following three tabs:
•
Summary – The configurations for this logical device.
•
Physical Device – The physical device(s) that are used by this logical device.
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75
•
Associated Storage Policy – The storage policy that uses this logical device.
Click Edit on the ribbon to change the configurations for this logical device. For details on editing
configurations for a logical device, see the Configuring Logical Devices section of this guide.
To delete a logical device from DocAve, select a logical device from the list of previously configured
logical devices, then click Delete on the ribbon. A confirmation window will pop up and ask if you are
sure you want to proceed with the deletion. Click OK to delete the selected logical device(s), or click
Cancel to return to the Storage Configuration interface without deleting the selected logical device(s).
Configuring Logical Devices
To create a new logical device, click Create on the ribbon, then select Logical Device from the dropdown menu. To modify a previously configured logical device, select the logical device, then click Edit on
the ribbon.
In the Create Logical Device or Edit Logical Device interface, configure the following settings:
1. Logical Device Name – Enter a Name for this logical device. Then enter an optional Description
for future reference.
2. Storage Type – From Storage type drop-down box, select the storage type for this logical device.
This will determine the physical devices available to be added to this logical device. Note that if
Net Share is selected, the Sync Data to Associated Physical Devices field will show up, refer to
the next step on how to configure this field.
3. Sync Data to Associated Physical Devices – This option allows you to enable data
synchronization among several physical devices and provide high available performance to your
data. This means that if one of the physical devices is damaged, the data can be obtained from
the other physical devices. This option is only available for Net Share Storage type and it is only
supported for Real-Time Storage Manager and Scheduled Storage Manager. This option will
help you synchronize data to the physical device(s) of the specified logical device in the way you
want. Select Enable syncing data to each physical device, from the drop-down list, select one
way to enable the option. If you enable this function, at least two physical devices will be used
to store the same data, and that will consume more storage space.
a.
Synchronous – This option enables the data to be written into all physical devices at the
same time. The synchronization thread will keep all the data in the physical devices same,
complete and correct.
b.
Asynchronous – This option enables the data to be written into the first available physical
device, and then DocAve will copy the successful written data from the specified physical
device to all the other physical devices.
4. Add Physical Device – Select the physical device you wish to add from the Physical Device dropdown menu. You can also choose New Physical Device to create a new one. Click Add to add the
physical device to this logical device. For more information on creating a new physical device,
see the Configuring Physical Devices section of this guide.
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You can change the order of the physical devices by selecting a different position number in the
Position drop-down box. The data/index will be stored in the physical device according to this
order. For each physical device that you add, you may select Storage Data, Storage Index, or
both by checking the corresponding checkbox that you want to store in this physical device. By
default, both options are selected. To remove a Physical Device, click the corresponding X in the
Remove column.
5. Click OK to save the configurations and return to the Storage Configuration interface, or click
Cancel to return to the Storage Configuration interface without saving any changes. After the
logical device is saved, it will be listed in the Logical Device tab.
Storage Policy
Storage Policy allows you to specify which logical device to use when saving backup data, and setting up
the retention policy for the data saving in the logical device.
To access Storage Policy settings for DocAve in the Control Panel interface, click Storage Policy under
the Storage Configuration heading. You will be brought to the Storage Configuration interface with the
Storage Policy tab selected. Click Close on the ribbon to close the Storage Configuration interface.
In the Storage Policy configuration interface, you will see a list of previously configured storage policies.
You can customize how these storage policies are displayed in the following ways:
•
Search – Filter the storage policies displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for the
storage policy you want to display. You can select to Search all pages or Search current page.
•
– You can manage which columns are displayed in the list so that only the information you
want to see is displayed. Click , then check the checkbox next to the column name to have that
column shown in the list.
•
•
– Click
in the column title to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all filters, click Clear Filter.
Managing Storage Policies
In Storage Configuration, you can create a new storage policy, view details about a storage policy, edit a
previously configured storage policy, or delete a previously configured storage policy. For details on
creating or editing a storage policy, see the Configuring Storage Policies section of this guide.
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77
To view details about a storage policy, select it from the list of previously configured storage policies,
then click Details on the ribbon. You will see all of the detailed information about the specific storage
policy displayed in the following three tabs:
•
Summary – The configurations for this storage policy.
•
Logical Device – The logical device(s) that are used by this storage policy.
•
DocAve Data – The size of the data stored in this storage policy.
Click Edit on the ribbon to change the configurations for this storage policy. For details on editing
configurations for storage policies, see the Configuring Logical Devices section of this guide.
To delete a storage policy from DocAve, select it from the list of previously configured storage policies,
then click Delete on the ribbon. A confirmation window will pop up and ask if you are sure you want to
proceed with the deletion. Click OK to delete the selected storage policy(s), or click Cancel to return to
the Storage Configuration interface without deleting the selected storage policy(s).
Configuring Storage Policies
To create a new storage policy, click Create on the ribbon, then select Storage Policy from the dropdown menu. To modify a previously configured storage policy, select the storage policy, then click Edit
on the ribbon.
In the Create Storage Policy or Edit Storage Policy interface, configure the following settings:
1. Storage Policy Name – Enter a Name for this storage policy. Then enter an optional Description
for future references.
2. Primary Storage – Select the desired logical device from the Logical Device drop-down menu.
The backup data will be saved in the device specified here. You can also choose New Logical
Device to create a new one. For more information about creating logical devices, see the
Configure Logical Devices section of this guide.
3. Media Service – Select the media service from the drop-down menu, then click Add. To remove
a media service from this storage policy, click the corresponding X. Click Test to verify the
availability of the media service(s).
4. Enable Retention Rule – To configure a retention rule for this storage policy, check the Enable
retention rule checkbox and continue to the section below, Configuring Retention Rules.
Click OK to save the configurations and return to the Storage Configuration interface, or click Cancel to
return to the Storage Configuration interface without saving any changes. After the storage policy is
saved, it will be listed in the Storage Policy tab.
Configuring Retention Rules
After selecting the Enable Retention Rule option, the Storage Policy Type will appear. You can select
Backup type or Archive type for the retention rule. After selecting the Enable Retention Rule option, the
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Primary Retention Rule configurations will appear. To configure settings for the Primary Retention Rule,
follow the instructions below:
•
Storage Policy Type – Choose the usage of the storage policy.
o
Backup Type – Select this to use the storage policy for Data Protection modules. The
following settings must be configured in the Primary Retention Rule section:
*Note: One backup cycle includes a full backup job plus all incremental and differential
backup jobs prior to the start of the next full backup job.
•
Retention Rule – Select one or both of the following to keep data by cycles. If
both of the following two rules are selected, DocAve will keep the data specified
in both of these rules:
o
Keep the last __ cycle(s) – Configure the number of most recent backup
cycles to keep. The cycles which are older than the specified cycles will
be pruned. For example, if you enter 2 here, all backup data within the
last 2 full backup cycles will be kept.
o
Keep the last __ full backup(s) – Configure the number of most recent
full backups to keep. All of the backups which are older than the
specified number of full backups will be pruned. For example, if you
enter 2 here, only the latest 2 full backups will be kept. All other
backups will be deleted.
Click Advanced If you want to keep your data by time to access the following
options for keeping data by time. If both of the following two rules are selected,
DocAve will keep the data specified in both of these settings:
o
Keep the cycle(s) in __ __ – Keep the backup cycles within the time
frame configured here. The cycles which are older than the specified
time frame will be pruned. For example, if you select Day(s) and enter 2
here, all backup data within the full backup cycles whose start time is
within the last two days will be kept.
o
Keep the full backup(s) in __ __ – Keep the full backups within the time
frame configured here. All backup data older than the specified time
frame will be pruned. For example, if you select Day(s) and enter 2 here,
only the data of full backups whose start time is within the last two days
will be kept. All older backup data will be deleted.
•
Others – Check the Keep partial backup data for jobs Stopped, Failed or Finished
with Exception if you do not wish to delete partial backup data.
•
Action – Configure the action you wish DocAve to perform when the retention
rules are triggered:
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Delete the data – Select this option to delete any data not included in
the retention rule. The excluded data will be deleted when the
retention job runs. To also remove related job records from Job Monitor,
check the Remove the job checkbox.
79
o
Move the data to logical device – Select this option to move any data
not included in the retention rule to another logical device. Then select
a logical device from the drop-down menu.
Once you have selected a logical device to move the data to, the Secondary
Retention Rule configurations will appear. Follow the same instructions for
configuring the Primary Retention Rule. Note that you can have as many
retention rules as the number of logical devices you have configured, and the
rules are applied in order. Make sure the logical device you will move data to
has enough space.
o
Custom action ─ Use your own retention policy. This function only
supports storage policies for Net Share devices. If you create a .bat file
with a customized configuration, you can use it for a DocAve retention
policy. Enter the local path of the .bat file in the text box. For example,
C:/DocAve/policy.bat. Click Test to verify the connection.
•
•
o
Description – Enter the description for the custom action. The
description will be shown as the warning message when the
user wants to restore the data pruned by the custom action.
Notification – Configure e-mail notification settings for the retention jobs. You
can click the checkbox and select a previously configured e-mail notification
profile in the drop-down list or you can click New Notification Profile to set up a
new e-mail notification profile. For more information about how to configure
notification profiles, refer to the User Notification Settings section in this user
guide.
Archive Type – Select this to use the storage policy for the Archiver module.
*Note: If you want to modify the previously configured archive type retention rule, the
modified archive type retention rule will only have effect on the newly archived data
after the rule modification. For the previously archived data, the old retention rule will
be used.
•
Retention Rule – Configure the following settings:
o
•
Action – Configure the action you wish DocAve to perform when the retention
rules are triggered:
o
80
Keep the last __ __ – Keep the archived data within the time frame
configured here. Archived data older than this time period will be
pruned. For example, if you enter 2 and select Day(s) here, the archived
data will be kept for 2 days before it is deleted by the retention job.
Delete the data – Select this option to delete any data not included in
the retention rule. The corresponding data will be deleted when the
retention job runs. To also remove related job records from Job Monitor,
check the Remove the job checkbox.
DocAve 6: Control Panel
o
Move the data to logical device – Select this option to move any data
not included in the retention rule to another logical device. Then select
a logical device from the drop-down menu.
Once you have selected a logical device to move the data to, the Secondary
Retention Rule configurations will appear. Follow the same instructions for
configuring the Primary Retention Rule. Note that you can have as many
retention rules as the number of logical devices you have configured, and the
rules are applied in order. Make sure the logical device you will move data to
has enough space.
•
Notification – Configure e-mail notification settings for the retention jobs. You
can click the checkbox and select a previously configured e-mail notification
profile in the drop-down list or you can click New Notification Profile to set up a
new e-mail notification profile. For more information about how to configure
notification profiles, refer to the User Notification Settings section in this user
guide.
•
Schedule – Select the date and time of day for the Start time for the archive
data retention rule. Then enter a positive integer in the Interval text box for the
frequency, and select either Minute(s), Hour(s) as the time unit for the interval.
By default, it is 24 hours.
*Note: For scheduled retention jobs, if there is no data to be pruned when the
job is scheduled to run, the job will not run.
*Note: Your default time zone is selected, and you may change the time zone by
clicking on the hyperlink, then selecting the desired time zone from the dropdown menu.
Data Manager
Data Manager allows you to manage data and configure data settings. With this function, you can
import data from DocAve, or a third party tool to DocAve 6. To access Data Manager for DocAve in the
Control Panel interface, click Data Manager under the Data Manager heading in Specific Products
Settings.
*Note: If you are not licensed for a certain module, the corresponding button on the ribbon will be
greyed out in the Data Manager interface.
Importing Data from DocAve 5 to DocAve 6
To configure a DocAve 5 to DocAve 6 data import, click the DocAve 5 button on the ribbon in the Data
Manager interface. To access the data importing configuration interface for different modules, follow
the instructions in the sections below for each module in the Data Manager interface. You can also click
Data Type on the ribbon and select the data you want to process from the drop-down list.
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81
*Note: DocAve 6 now supports data imports from DocAve version 5.5 to DocAve version 5.8. If you want
to import data from DocAve 5 to DocAve 6 and are using a DocAve version lower than 5.7, it is
recommended that you upgrade to version 5.7 first and then import your data from DocAve 5.7 to
DocAve 6.
Importing DocAve 5 Granular Backup Data
Before you begin, you must configure a storage policy and a logical device. To configure a storage policy,
open the Control Panel interface and click the Storage Policy link under the Storage Configuration
category in Specific Products Settings. Then create a storage policy with a logical device pointing to the
DocAve 5 Granular Backup Data and Index locations. For details on configuring the storage policy, refer
to the Configuring Storage Policies section of this user guide.
To configure a logical device, go to the Control Panel Interface and click the Logical Device link under the
Storage Configuration category in Specific Products Settings. Then create a logical device with a physical
device pointing to the DocAve 5 Granular Backup Data and Index location. For details on configuring the
logical device, refer to the Configuring Logical Devices section of this user guide.
When setting up the DocAve 6 physical devices, make sure you are using the same path and settings as
the DocAve 5 physical devices.
After you finish your configurations, return to the Control Panel and click the Data Manager link under
the Data Manager category in Specific Products Settings. From the Data Manager interface, click the
Data Type button on the ribbon, then select Granular Backup Data from the drop-down list.
*Note: DocAve does not support the upgrade of Granular Backup data stored on the DELL DX Storage
and EMC Centera storage.
To import DocAve 5 Granular Backup Data to DocAve 6, complete the following steps:
1. Prerequisite – Have you mapped the device storing DocAve 5 granular backup data to a DocAve
6 storage policy?
•
If you already configured a storage policy according to the directions at the start of this
section, then select Mapped. Click Next to go to the next step.
•
If you have not completed these configurations, select Not mapped (the default
selection), then click the Configure Storage Policy link. Complete your storage policy
configurations, then return to the Prerequisite page. Select Mapped, and click Next to
go to the next step.
2. Data Selection – Select the data you want to import from DocAve 5. On the Storage Policy dropdown list, select a storage policy that you previously configured. In the tree, you can browse
from farm level to full backup cycle level. If you want to import data of a farm, check the Select
All checkbox under the farm name. You can also separately check the backup job you want to
include. Click View Details to view the logical device that will be used for this backup job and all
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the jobs in the cycle. If you check a previously imported backup job, you can view the last
imported time in the Last Imported Time column.
*Note: If you want to import the previously imported backup data and there is no logical device
change or new job in the cycle added, the job data importing job will skip. In the comment
column of Job Monitor, it displays: The job’s data has existed.
After you finish the configuration, click Next to go to the next step.
3. Notification – Send out an e-mail notification report to specified DocAve users. In the Select a
profile with address only drop-down list, select the e-mail notification you previously
configured. You can also click New Notification Profile to create a notification. Click View to see
the User Notification Settings window. You can view the detailed setting of the notification here.
Click Edit to edit the notification setting or click Close to close the window. After you finish the
configuration, click Next to go to the next step.
4. Overview – Review your configurations. In the Imported Plans and Settings table, you can view
the detailed information of the DocAve 5 Granular Backup Data import. During the setting, you
can click Back to go to a previous step or click Cancel to exit the configuration GUI.
5. Click Finish to save the configuration and return to the Data Manger GUI, or click Cancel to
return without saving any changes. You can click Job Monitor on the ribbon to go to the Job
Monitor GUI and view the job detail.
Importing DocAve 5 Platform Backup Data
Before you begin, you must configure a storage policy and a logical device. To configure a storage policy,
open the Control Panel interface and click the Storage Policy link under the Storage Configuration
category in Specific Products Settings. Then create a storage policy with a logical device pointing to the
DocAve 5 Platform Backup Data and Index location. For details on configuring the storage policy, refer to
the Configuring Storage Policies section of this user guide.
To configure a logical device, go to the Control Panel Interface and click the Logical Device link under the
Storage Configuration category in Specific Products Settings. Then create a logical device with a physical
device pointing to the DocAve 5 Platform Backup Data and Index location. For details on configuring the
logical device, refer to the Configuring Logical Devices section of this user guide.
When setting up the DocAve 6 physical devices, make sure you are using the same path and settings as
the DocAve 5 physical devices.
After you finish your configurations, return to the Control Panel and click the Data Manager link under
the Data Manager category in Specific Products Settings. From the Data Manager interface, click the
Data Type button on the ribbon, then select Platform Backup Data from the drop-down list.
*Note: DocAve does not support the upgrade of Platform Backup data stored on the EMC Centera
storage.
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83
Complete the following steps to import DocAve 5 Platform Backup Data to DocAve 6:
1. Prerequisite – Have you mapped the device storing DocAve 5 platform backup data to a DocAve
6 storage policy?
•
If you already configured a storage policy according to the directions at the start of this
section, then select Mapped. Click Next to go to the next step.
•
If you have not completed these configurations, select Not mapped (the default
selection), then click the Configure Storage Policy link. Complete your storage policy
configurations, then return to the Prerequisite page. Select Mapped, and click Next to
go to the next step.
2. Data Selection – Select the data you want to import from DocAve 5. On the Storage Policy dropdown list, select a storage policy that you previously configured. In the tree, you can browse
from agent level to full backup cycle level. If you want to import data run by a certain agent,
check the Select All checkbox under the agent name. You can also separately check the backup
job you want to include. Click View Details and you can view the logical device that will be used
for this backup job and all the jobs in the cycle. If you check a previously imported Platform
Backup job, you can view the last imported time in the Last Imported Time column.
After you finish the configuration, click Next to go to the next step.
3. Notification – Send out an e-mail notification report to specified DocAve users. In the Select a
profile with address only drop-down list, select the e-mail notification you previously
configured. You can also click New Notification Profile to create a notification. Click View to see
the User Notification Settings window. You can view the detailed setting of the notification here.
Click Edit to edit the notification setting or click Close to close the window. After you finish the
configuration, click Next to go to the next step.
4. Overview – Review your configurations. In the Imported Plans and Settings table, you can view
the detailed information of the DocAve 5 Platform Backup Data import. During the setting, you
can click Back to go to a previous step or click Cancel to exit the configuration GUI.
5. Click Finish to save the configuration and return to the Data Manger GUI, or click Cancel to
return without saving any changes. You can click Job Monitor on the ribbon to go to Job
Monitor GUI and view the job detail.
Importing DocAve 5 Archiver Data
Before you begin, you must configure a logical device and a storage policy. To configure a logical device,
go to the Control Panel Interface and click the Logical Device link under the Storage Configuration
category in Specific Products Settings. Then create a logical device with a physical device pointing to the
DocAve 5 Archiver Index location. For details on configuring the logical device, refer to the Configuring
Logical Devices section of this user guide.
From the Control Panel interface, click the Storage Policy link under the Storage Configuration category
in Specific Products Settings. Then create a storage policy with a logical device pointing to the DocAve 5
Archiver Data location. For details on configuring the storage policy, refer to the Configuring Storage
Policies section of this user guide.
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When setting up the DocAve 6 physical devices, make sure you are using the same path and settings as
the DocAve 5 physical devices.
After you finish configuring the logical device and the storage policy, return to the Control Panel and
click the Data Manager link under the Data Manager category in Specific Products Settings. From the
Data Manager interface, click the Data Type button on the ribbon, then select Archiver Data from the
drop-down list.
*Note: This importing option is used for DocAve 5 Archiver data which has no DocAve 5 Archiver stubs
created.
*Note: DocAve does not support the upgrade of Archiver data stored on the DELL DX Storage and EMC
Centera storage.
Complete the following steps to import DocAve 5 Archiver Data to DocAve 6:
1. Prerequisite – Have you completed the following mappings and configurations?
•
•
•
Map DocAve 5 Archiver Index Device to DocAve 6 Logical Device – You must configure
a logical device with a physical device pointing to the DocAve 5 Archiver Index Location.
For details about how to configure a logical device, refer to Configuring Logical Devices
section in this user guide.
o
If you already configured a logical device according to the directions at the start
of this section, then select Mapped.
o
If you have not completed these configurations, select Not mapped (the default
selection), then click the Configure Logical Device link. Complete your logical
device configuration, then return to the Prerequisite page, and select Mapped.
Map DocAve 5 Archiver Data Device to DocAve 6 Storage Policy – You must configure a
storage policy with a physical device pointing to the DocAve 5 Archiver Data location.
For details about how to configure storage policy, refer to Configuring Storage Policies.
o
If you already configured a physical device according to the directions at the
start of this section, then select Mapped.
o
If you have not completed these configurations, select Not mapped (the default
selection), then click the Configure Storage Policy link. Complete your logical
device configuration, then return to the Prerequisite page, and select Mapped.
Configure DocAve 6 Archiver Index Device – You must configure an Archiver Index
Device to store DocAve 6 Archiver index.
o
If you have already configured the Archiver Index Device, select Configured.
o
If you have not configured the Archiver Index Device, click the Configure
Archiver Index Device link to enter the Configure Archiver Index Device
interface. Complete the Archiver Index Device configuration, then return to the
Prerequisite page, and select Configured.
Once you have selected Mapped or Configured for all three fields, click Next to go to the next
step.
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2. Data Selection – Select the Archiver index you want to import from DocAve 5. On the Device
drop-down list, select the DocAve 6 logical device you previously configured for mapping the
DocAve 5 Archiver index. In the tree, you can browse from farm level to site collection level and
select the level you want to import index from. If you check a previously imported level, you can
view the last imported time of the index in the Last Imported Time column. If you want to
import the index you imported before, you can select the same data level, and after the job
completes, the last imported time will change to the latest time. After you finish the
configuration, click Next to go to the next step.
3. Settings – Configure the following settings:
•
Media Service – Select a media service to get the Index data from DocAve 5. Click the
drop-down list, and select the media service you want for the index import.
•
Notification – Specify a notification profile to send out an e-mail notification report to
specified DocAve users. You can select a previously configured notification profile in the
drop-down list or click New Notification Profile to create a new notification profile. For
details on how to configure a notification setting, refer to the User Notification Settings
section in this user guide.
•
Prescan – Scan your device mapping status for the DocAve 5 Archiver data before
running an import job. Select Scan the device mapping status before importing DocAve
5 Archiver index and data. DocAve will run the following two jobs: Archiver Scan Data
job and Archiver Import Data job. This will make sure that all of your DocAve 5 Archiver
Data devices in the scope specified in the Data Selection step have been mapped to the
corresponding DocAve 6 storage policy.
4. Click Finish to save the configuration and return to the Data Manger GUI, or click Cancel to
return to the Data Manager GUI without saving any changes. You can click Job Monitor on the
ribbon to go to Job Monitor GUI and view the job details.
Converting DocAve 5 Stubs and BLOB Data
Before you can convert DocAve 5 stubs and BLOB data, you must configure the BLOB Provider and a
logical device. From the Data Manager interface in Control Panel, click the Blob Provider link in the
Archiver/Extender Stub and BLOB Data field to configure the BLOB provider settings. For details on how
to set up the BLOB Provider, refer to the Configuring the BLOB Provider section in the
Storage_Manager_User_Guide.
To specify a logical device to store the BLOB data which is imported from DocAve 5, go to Control Panel
and click the Logical Device link under the Storage Configuration heading in Specific Products Settings.
For details on configuring the logical device, refer to the Configuring Logical Devices section of this user
guide.
After you finish these configurations, return to the Control Panel. Then click the Data Manager link
under the Data Manager category in Specific Products Settings. Click the Data Type button on the ribbon,
then select Archiver/Extender Stub and Blob Data from the drop-down list.
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Complete the following steps to configure the stub and BLOB data import:
1. Prerequisite – Have you completed the following configurations?
•
•
BLOB Provider – You must configure the BLOB Provider in Storage Optimization before
you can continue:
o
If you already configured the BLOB Provider according to the directions at the
start of this section, then select Configured.
o
If you have not completed this configuration, select Not Configured (the default
selection), then click the Configure Blob Provider link. Complete your BLOB
Provider configuration, then return to the Prerequisite page, and select
Configured.
Configure Logical Device for Stub and Blob – You must configure a logical device for
storing the imported DocAve 5 BLOB data.
o
If you already configured a logical device according to the directions at the start
of this section, then select Configured.
o
If you have not completed this configuration, select Not Configured (the default
selection), then click the Configure Logical Device link. Complete your logical
device configuration, then return to the Prerequisite page, and select
Configured.
Once you have selected Configured for both fields, click Next to go to the next step.
2. Data Selection – Select the data you want to import from DocAve 5 in this step.
•
SharePoint Environment – Browse from farm level to site collection level and select the
level you want to import data from. Refer to the information below for selecting nodes
on the farm tree.
o
You can only select nodes in the same farm.
o
When selecting the farm, web application, or content database, there will be a
Configure button on the right. Note that this button is only for configuring the
Storage Manager logical device for the current level you select. While the
Configure button on the ribbon will configure the Storage Manager device for
all the selected nodes. After clicking the Configure button next to the node or
the Configure button on the ribbon, select a logical device from the drop-down
list or create a logical device by clicking New Logical Device. Click OK to finish
the logical device configuration and go back to the Data Selection interface or
click Cancel to exit the interface.
•
Logical Device – After you have configured the logical device, this column will show the
Storage Manager logical device that you have configured.
•
Last Imported Time – If you checked the previously converted data in farm, web
application or content database, you can view the last imported time of the data in this
column. If you want to import the data you imported before, you can select the same
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87
data level, and after the job finished, the last imported time will change to the latest
time.
After you finish the configuration, click Next to go to the next step.
3. Data Settings – Set up the following configurations:
•
Storage Manager Settings – In this field, you can set up Compression and Encryption for
Storage Manager.
o
Data Compression – This option allows you to compress BLOB data and save
space. Select the Compression option and select a compression level. A low
compression level results in a faster compression rate but a larger data set,
while a high compression level results in a slower compression rate but a
smaller, better quality data set. Note that small data sets occupy more system
resources and cause slower job times. The compression is performed on the
SharePoint Server (SharePoint Agent).
o
Data Encryption – If you want to enable data encryption, check Encryption and
select a security profile in the Security Profile drop-down list. You can also click
New Security Profile to create a new security profile. Encryption protects
sensitive materials; however, note that encrypting data causes slower extend
times. The encryption is performed on the SharePoint Server (SharePoint Agent).
•
Agent Group – If you have several agent groups under one farm, you can select an agent
group to run the data importing job.
•
Notification – Specify a notification profile to send out an e-mail notification report to
specified DocAve users. You can select previously configured notification profile in the
drop-down list or click New Notification Profile to create a new notification profile. For
details on how to configure a notification setting, refer to the User Notification Settings
section in this user guide.
•
Schedule Selection – Set up a schedule to run the converting data job. If you want to
run the job right now, select Import once finish the wizard. If you want to set up a
schedule, select Configure the schedule myself to have DocAve run the converting job
at a designated time. You can specify the start time for the job by selecting a time from
the drop-down list for date and entering hour and minute in the other two text boxes.
4. Click Finish to save the configuration and return to Data Manger GUI, or click Cancel to return to
Data Manager GUI without saving any changes. You can click Job Monitor on the ribbon to go to
Job Monitor GUI and view the job detail.
Converting DocAve 5 Connector Stub
Before you can import the Connector stubs, you must first retract and remove the DocAve 5 Connector
solutions (DocAve.SP2010.Connector. ContentLibrary.wsp and
DocAve.SP2010.Connector.MediaLibrary.wsp) from SharePoint, and then deploy the DocAve 6
Connector solutions (SP2010ConnectorContentLibrary.wsp and SP2010ConnectorMediaLibrary.wsp) to
SharePoint. For details on how to deploy solutions for DocAve 6 Connector, refer to the Solution
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DocAve 6: Control Panel
Manager section in this user guide. The solutions can be deployed at farm level or web application level
in DocAve Solution Manager.
Before you can import DocAve 5 Connector stubs, you must configure the BLOB Provider. From the Data
Manager interface in Control Panel, click the Blob Provider link in the Connector Stub field to configure
the BLOB provider settings. For details on how to set up the BLOB provider, refer to Configuring the
BLOB Provider section in the Connector User Guide.
After you finish these configurations, return to the Control Panel, click the Data Manager link under the
Data Manager category in Specific Products Settings. Click the Data Type button on the ribbon, then
select Connector Stub from the drop-down list.
Complete the following steps to configure the DocAve Connector stubs:
1. Prerequisite – Have you completed the following configuration?
•
BLOB Provider – You must configure the BLOB Provider in Storage Optimization before
you can continue:
o
If you already configured the BLOB Provider according to the directions at the
start of this section, then select Configured. Click Next to go to the next step.
o
If you have not completed this configuration, select Not Configured (the default
selection), then click the Configure Blob Provider link. Complete your BLOB
Provider configuration, then return to the Prerequisite page. Select Configured,
then click Next to go to the next step.
2. Data Selection – Select the Connector stub you want to import from DocAve 5.
•
SharePoint Environment – Browse from the farm level to the content database level
and select the level you want to import Connector stub from.
•
Last Imported Time – If you checked the previously converted data in the farm, web
application or content database, you can view the last imported time of the data in this
column. If you want to import the data imported before, you can select the same data
level, and after the job finished, the last imported time will change to the latest time.
3. Data Settings – Set up the following configurations:
•
Agent Group – If you have several agent groups under one farm, you can select an agent
group to run the Connector stub import job.
•
Notification – Specify a notification profile to send out an e-mail notification report to
specified DocAve users. You can select a previously configured notification profile in the
drop-down list, or click New Notification Profile to create a new notification profile. For
details on how to configure a notification setting, refer to the User Notification Settings
section in this user guide.
•
Schedule Selection – Set up a schedule to run the converting data job. If you want to
run the job right now, select Import once finish the wizard. If you want to set up a
schedule, select Configure the schedule myself to have DocAve run a converting job at a
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89
designated time. You can specify the start time for the job by selecting time from the
drop-down list for date and entering hour and minute in the other two text boxes.
4. Click Finish to save the configuration and return to Data Manger GUI, or click Cancel to return to
Data Manager GUI without saving any changes. You can click Job Monitor on the ribbon to go to
Job Monitor GUI and view the job detail.
Importing DocAve 5 Solution Data
Before you begin, you must configure a storage policy and a logical device. To configure a storage policy,
open the Control Panel interface and click the Storage Policy link under the Storage Configuration
category in Specific Products Settings. Then create a storage policy with a logical device pointing to the
DocAve 5 Solution Data platform. For details on configuring the storage policy, refer to the Configuring
Storage Policies section of this user guide.
To configure a logical device, go to the Control Panel Interface and click the Logical Device link under the
Storage Configuration category in Specific Products Settings. Then create a logical device with a physical
device pointing to the DocAve 5 Solution Data platform. For details on configuring the logical device,
refer to the Configuring Logical Devices section of this user guide.
After you finish configuring the storage policy and logical device, return to the Control Panel and click
the Data Manager link under the Data Manager category in Specific Products Settings. From the Data
Manager interface, click the Data Type button on the ribbon, then select Solution Data from the dropdown list.
*Note: If you have exported DocAve 5 Solution Data and you want to upgrade the data to DocAve 6, you
can use DocAve 5 Solution Data Importing to upgrade the solution data. For details on how to export
DocAve 5 Solution Data, refer to the Solution Center section in DocAve 5 User Guide.
To configure the DocAve 5 Solution Data import, complete the following steps:
1. Prerequisite – Have you mapped the DocAve 5 Solution Center device to a DocAve 6 storage
policy?
•
If you already configured a storage policy and logical device according to the directions
at the start of this section, then select Mapped. Click Next to go to the next step.
•
If you have not completed these configurations, select Not mapped (the default
selection), then click the Configure Storage Policy link. Complete your storage policy
and logical device configurations, then return to the Prerequisite page. Select Mapped,
then click Next to go to the next step.
2. Data Selection – Select the solution data you want to import from DocAve 5. In the Storage
Policy drop-down list, select a storage policy you previously configured. In the tree, the root
node is the logical device’s name. Click the logical device and you can browse the solutions data
stored in the device.
After you finish the configuration, click Next to go to the next step.
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3. Notification – Specify a notification profile to send out an e-mail notification report to specified
DocAve users. You can select a previously configured notification profile in the drop-down list,
or click New Notification Profile to create a new notification profile. For details on how to
configure a notification setting, refer to the User Notification Settings section in this user guide.
Click View to view the details of the notification you selected.
After you finish the configuration, click Next to go to the next step.
4. Click Finish to save all the changes and go back to Data Manger GUI. Or you can click Cancel to
exit the configuration interface without saving any changes. There will be a prompt message and
you can click Job Monitor on the message to go to Job Monitor GUI and view the job detail.
Importing Data from DocAve 6 to DocAve 6 Service Pack 1 or Later
Versions
To configure DocAve 6 to DocAve 6 Service Pack 1 or later versions data import, click the DocAve 6
button on the ribbon in the Data Manager GUI. To access the data importing configuration interface for
different modules, follow the instructions in the sections below for each module in the Data Manager
interface. You can also click Data Type on the ribbon and select the data you want to process from the
drop-down list.
*Note: DocAve 6 Service Pack 1 only supports the upgrade for DocAve 6.0 data stored on Net Share, FTP,
TSM and Cloud Storage.
Importing DocAve 6 Granular Backup Data
Before you begin, you must configure a storage policy and a logical device. To configure a storage policy,
open the Control Panel interface and click the Storage Policy link under the Storage Configuration
category in Specific Products Settings. Then create a storage policy with a logical device pointing to the
DocAve 6 Granular Backup Data and Index locations. For details on configuring the storage policy, refer
to the Configuring Storage Policies section of this user guide.
To configure a logical device, go to the Control Panel Interface and click the Logical Device link under the
Storage Configuration category in Specific Products Settings. Then create a logical device with a physical
device pointing to the DocAve 6 Granular Backup Data and Index location. For details on configuring the
logical device, refer to the Configuring Logical Devices section of this user guide.
When setting up the physical devices for DocAve 6 Service Pack 1 or later versions, make sure you are
using the same path and settings as the DocAve 6.0 physical devices.
After you finish your configurations, return to the Control Panel and click the Data Manager link under
the Data Manager category in Specific Products Settings. From the Data Manager interface, click the
DocAve 6 button on the ribbon, click the Data Type, then select Granular Backup Data from the dropdown list.
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91
1. Prerequisite – Have you mapped the device storing DocAve 6 granular backup data to a DocAve
6 storage policy?
•
If you already configured a storage policy and logical device according to the directions
at the start of this section, then select Mapped. Click Next to go to the next step.
•
If you have not completed these configurations, select Not mapped (the default
selection), then click the Configure Storage Policy link. Complete your storage policy
configurations, then return to the Prerequisite page. Select Mapped, and click Next to
go to the next step.
2. Data Selection – Select the data you want to import from DocAve 6. On the Storage Policy dropdown list, select a storage policy that you previously configured. In the tree, you can browse
from farm level to full backup cycle level. If you want to import data of a farm, check Select All
box under the farm name. You can also separately check the backup job you want. Click View
Details to view the logical device that will be used for this backup job and all the jobs in the
cycle. If you check a previously imported backup job, you can view the last imported time in the
Last Imported Time column.
*Note: If you want to import the previously imported backup data and there is no logical device
change or new job in the cycle added, the job data importing job will skip. In the comment
column of Job Monitor, it displays: The job’s data has existed.
After you finish the configuration, click Next to go to the next step.
3. Notification – Send out an e-mail notification report to specified DocAve users. In the Select a
profile with address only checkbox, click the drop-down list and select the e-mail notification
you previously configured. You can also click New Notification Profile to create a notification.
Click View and a User Notification Settings window will appear. You can view the detailed
setting of the notification here. Click Edit to edit the notification setting or click Close to close
the window. After you finish the configuration, click Next to go to the next step.
4. Overview – Review your configurations. In the Imported Plans and Settings table, you can view
the detailed information of the DocAve 6 Granular Backup Data import. During the setting, you
can click Back to go to the previous step or click Cancel to exit the configuration GUI.
5. Click Finish button to save the configuration and return to Data Manger GUI or click Cancel to
return to Data Manager GUI without saving any changes. You can click Job Monitor on the
ribbon to go to the Job Monitor GUI and view the job detail.
Importing DocAve 6 Platform Backup Data
Before you begin, you must configure a storage policy and a logical device. To configure a storage policy,
open the Control Panel interface and click the Storage Policy link under the Storage Configuration
category in Specific Products Settings. Then create a storage policy with a logical device pointing to the
DocAve 6 Platform Backup Data and Index location. For details on configuring the storage policy, refer to
the Configuring Storage Policies section of this user guide.
To configure a logical device, go to the Control Panel Interface and click the Logical Device link under the
Storage Configuration category in Specific Products Settings. Then create a logical device with a physical
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DocAve 6: Control Panel
device pointing to the DocAve 6 Platform Backup Data and Index location. For details on configuring the
logical device, refer to the Configuring Logical Devices section of this user guide.
When setting up the physical devices for DocAve 6 Service Pack 1 or later versions, make sure you are
using the same path and settings as the former DocAve 6 physical devices.
After you finish your configurations, return to the Control Panel and click the Data Manager link under
the Data Manager category in Specific Products Settings. From the Data Manager interface, click the
DocAve 6 button on the ribbon, then click the link for Platform Backup Data in the Data Manager GUI.
Complete the following steps to import DocAve 6 Platform Backup Data to DocAve 6 Service Pack 1 or
later versions:
1. Prerequisite – Have you mapped the device storing DocAve 6 platform backup data to a DocAve
6 storage policy?
•
If you already configured a storage policy according to the directions at the start of this
section, then select Mapped. Click Next to go to the next step.
•
If you have not completed these configurations, select Not Mapped (the default
selection), then click the Configure Storage Policy link. Complete your storage policy
configurations, then return to the Prerequisite page. Select Mapped, and click Next to
go to the next step.
After you finish the configuration, click Next to go to the next step.
2. Data Selection – Select the data you want to import from DocAve 6 in this step. On the Storage
Policy drop-down list, select a storage policy you previously configured for DocAve 6 Platform
Backup data. On the tree, you can browse from farm level to full backup cycle level. If you want
to import data of a farm, check Select All box under the farm name. You can also check the
backup job you want to import separately. Click View Details and you can view the logical device
that will be used for this backup job and all the jobs in the cycle. If you check a previously
imported Platform Backup job, you can view the last imported time in the Last Imported Time
column.
After you finish the configuration, click Next to go to the next step.
3. Notification – Send out an e-mail notification report to specified DocAve users. In the Select a
profile with address only checkbox, click the drop-down list and select the e-mail notification
you previously configured. You can also click New Notification Profile to create a notification.
Click View to view and a User Notification Settings window will appear. You can view the
detailed setting of the notification here. Click Edit to edit the notification setting or click Close to
close the window.
After you finish the configuration, click Next to go to the next step.
4. Overview – Review your configurations. In the Imported Plans and Settings table, you can view
the detail information of the DocAve 6 Platform Backup Data importing. During the setting, you
can click Back to go to the previous step or click Cancel to exit the configuration GUI.
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93
5. Click Finish to save the configuration and return to the Data Manger GUI or click Cancel to
return to Data Manager GUI without saving any changes. You can click Job Monitor on the
ribbon to go to Job Monitor GUI and view the job detail.
Convert EBS to RBS Stub in DocAve 6
If you have EBS stubs in the DocAve 6 environment and you want to convert EBS stubs to RBS stubs, this
function allows you to achieve the stub converting.
To access the DocAve 6 upgrading EBS to RBS Stub configuration interface, go to the Control Panel and
click the Data Manager link under the Data Manager category in Specific Products Settings. Then click
the RBS Blob Provider link in the middle of the Data Manager interface. You must enable RBS for the
farm, web application, or content database you want to convert to RBS stubs. For details on how to
enable RBS, refer to the Configuring the BLOB Provider section in the Storage Manager User Guide.
After you finish these configurations, return to the Data Manager interface. Click the DocAve 6 button
on the ribbon, click the Data Type button, then select EBS to RBS Stub from the drop-down list.
To configure the stub converting, complete the following steps:
1. Data Selection – Specify a farm for the DocAve 6 EBS stubs converting. On the Farm Selection
drop-down list, select a farm you want to convert EBS stubs. Click Next to go to the next step.
*Note: All EBS rules and the EBS provider of the selected farm will be disabled after the
converting job finishes.
2. Data Settings – Set up the following configurations:
•
•
Agent Group – If you have several agent groups under one farm, you can select an agent
group to run the EBS stub converting job.
Notification – Specify a notification profile to send out an e-mail notification report to
specified DocAve users. You can select a previously configured notification profile in the
drop-down list or click New Notification Profile to create a new notification profile. For
details on how to configure a notification setting, refer to the User Notification Settings
section in this user guide.
3. Schedule Selection – Set up a schedule to run the converting data job. If you want to run the job
right now, select Start converting once finish the wizard. If you want to set up a schedule, select
Configure the schedule myself to have DocAve run the converting job at a designated time. You
can specify the start time for the job by selecting time from the drop-down list for the date and
entering hour and minute in the other two text boxes.
4. Click Finish to save the configuration and return to Data Manger GUI or click Cancel to return to
Data Manager GUI without saving any changes. You can click Job Monitor on the ribbon to go to
Job Monitor GUI and view the job detail.
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DocAve 6: Control Panel
Converting 3rd Party Tool Stub to DocAve Stub
If you are using a third party tool and have generated some third-party stubs, you can use this function
to convert those stubs to DocAve stubs. To convert 3rd Party Tool stub to DocAve stub, go to the Control
Panel, and click the Data Manager link under the Data Manager category in Specific Products Settings.
Click the 3rd Party Tool button on the ribbon.
Before you begin, you must configure the BLOB Provider in Storage Optimization. Click the Blob Provider
link in the 3rd Party Tool interface in Data Manager. For more details on how to configure Blob Provider,
refer to the Configure Blob Provider section in the Storage_Manager_User_Guide.
After you finish the configuration, return to the 3rd Party Tool GUI. Click the Data Type button on the
ribbon and select Import Stub.
Complete the following steps:
1. Prerequisite – Have you completed the following configurations?
•
•
BLOB Provider – Ensure that you have configured the BLOB Provider in the Storage
Manager prior to importing the stubs:
o
If you already configured the BLOB Provider according to the directions at the
start of this section, then select Configured.
o
If you have not completed this configuration, select Not Configured (the default
selection), then click the Configure Blob Provider link. Complete your BLOB
Provider configuration, then return to the Prerequisite page, and select
Configured.
Configure Logical Device – Ensure that you have configured a logical device to store the
BLOB data of the converted third party stubs:
o
If you already configured a logical device according to the directions at the start
of this section, then select Configured.
o
If you have not completed this configuration, select Not Configured (the default
selection), then click the Configure Logical Device link. Complete your logical
device configuration, then return to the Prerequisite page, and select
Configured.
Once you have selected Configured for both fields, click Next to go to the next step.
2. Data Selection – You are able to select where you want to convert the third-party stubs to
DocAve stubs in this step.
•
SharePoint Environment – Browse from farm level to content database level and select
the level where you want to convert the third-party stubs. Refer to the information
below to select on the farm tree.
o
You can only select nodes in the same farm.
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95
o
When selecting the farm, web application, or content database, there will be a
Configure button on the right. Note that this button is only for configuring the
logical device for the current level you select. While the Configure button on the
ribbon will configure the logical device for all the selected nodes. After clicking
the Configure button next to the node or the Configure button on the ribbon,
select a logical device from the drop-down list or create a logical device by
clicking New Logical Device. Click OK to finish the logical device configuration
and go back to the Data Selection interface or click Cancel to exit the interface.
After you finish the configuration, click Next to go to the next step.
3. Data Settings – Set up the configurations below:
•
Data Compression – This option allows you to compress BLOB data and save space.
Select the Compression option and select a compression level. A low compression level
results in a faster compression rate but a larger data set, while a high compression level
results in a slower compression rate but a smaller, better quality data set. Note that
small data sets occupy more system resources and cause slower job times. The
compression is performed on the SharePoint Server (SharePoint Agent).
•
Data Encryption – If you want to enable data encryption, check Encryption and select
security profile in the Security Profile drop-down list. You can also click New Security
Profile to create a new security profile. Encryption protects sensitive materials; however,
note that encrypting data causes slower extend times. The encryption is performed on
the SharePoint Server (SharePoint Agent).
•
Agent Group – If you have several agent groups under one farm, you can select an agent
group to run the stub converting job.
•
Notification – Specify a notification profile to send out e-mail notification report to
specified DocAve users. You can select previously configured notification profile in the
drop-down list or click New Notification Profile to create a new notification profile. For
details on how to configure a notification setting, refer to the User Notification Settings
section in this user guide.
•
Schedule Selection – Set up a schedule to run the stub converting job. If you want to run
the job right now, select Start converting once finish the wizard. If you want to set up a
schedule, select Configure the schedule myself to have DocAve run stub converting job
at a designated time. You can specify the start time for the job by selecting the date
from the drop-down list and entering hour and minute in the other two text boxes.
4. Click Finish to save the configuration and return to Data Manger GUI or click Cancel to return to
Data Manager GUI without saving any changes. You can click Job Monitor on the ribbon to go to
Job Monitor GUI and view the job detail.
Index Manager
Index Manager allows you to configure a full text index setting. With this function, you can search the
entire content of your documents. To access Index Manager for DocAve in the Control Panel interface,
click the Index Manager link under the Index Manager heading in Specific Products Settings.
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Creating an Index Profile
To create a new index profile in Index Manager, complete the following steps:
1. Click New Index Profile on the ribbon.
2. Enter a Profile name in the text box. Then enter an optional Description for this profile for
future reference.
3. Select a Logical device from the drop-down list to specify the location to store the index data.
4. Select a Media service from the drop-down list, then click Add. You can add multiple media
services for this profile. Click Test to verify the connection between the media service(s) and the
logical device.
5. Select one of the following options for generating a full text index:
•
Automatically generate full text index when the job is finished (default option) – When
an Archiver job completes or completes with exception, it will trigger a full text index
job. You can go to job monitor to view the job details.
•
Generate full text index on schedule – You can set up a schedule for the full text index
job. Enter the date and time of day in the Start time text boxes. Enter a positive integer
in the Interval text box for the frequency, and select either Day(s), Week(s), or Month(s)
as the time unit for the interval.
*Note: Your browser’s time zone is selected by default. You can change the time zone by
clicking on the hyperlink, then select a new time zone from the drop-down menu and click OK.
6. Click Advanced if you want to perform a detailed configuration for any of the following fields
(optional):
•
File Type – All the file types listed are supported for full text index search. By default, all
file types are selected.
*Note: If you are using the built-in PDF analyzer, only English documents can generate index. In
order to better generate index for PDF documents in different languages, it is recommended to
install Adobe PDF iFilter on the server where the media service for full text index is installed.
•
File Size – Enter an integer in the text box for size limitation of full text index. By default,
the number is 100 MB. The file whose size is larger than the specified size will not be
indexed. Also, generating the index for a larger file may take longer time.
•
Preview Function – Enable the preview of the searched content in the search result.
7. Click OK to save the profile. DocAve will return you to the Index Manager interface.
After you finish the profile configuration, go to Storage Optimization > Archiver > Archiver Index Device
and configure the level where you want to apply full text index. For detail on how to configure Archiver
Index Device, refer to the Configuring the Archiver Index Device section of the Archiver_User_Guide.
The full text index will be generated according to the index profile settings and workday setting.
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*Note: If you want to change the logical device for the configured profile, a pop up window will appear
asking you to copy the data from the current index device to the new one before you run the index job.
Click OK to continue. Another pop up window will appear, asking you to save the Excel file. The file
contains site information, source device information, and destination device information. Follow the
instructions in the Excel file to copy the index folder from the source device to the destination device
while keeping the same structure.
Configuring Workday for the Index Profile
Click the Configuration WorkDay button to globally configure the full text index setting. Running a full
text index occupies space and resources on your network. The Configure Workday option allows you to
control the full text index job based on the working hours you specify.
•
Process Cap for Working Hour(s) – Limit the maximum number of generating index jobs that
can simultaneously run for each media service during work hours. By default, the maximum
process number is 3. As an example, if you configured 3 media services in the index profile, you
can at a maximum have 9 generating index jobs running during working hours. If you have more
than 9 jobs, the job status will change to waiting for any job after the 9th.
•
Process Cap for Non-Working Hour(s) – Limit the maximum number of generating index jobs
that can simultaneously run for each media service during non-working hours. By default, the
maximum process number is 3. As an example, if you configured 3 media services in the index
profile, you can at a maximum have 9 generating index jobs running during non-working hours.
If you have more than 9 jobs, the job status will change to waiting for any job after the 9th.
•
Define Work Hours – Specify the Working hour(s) by selecting times from the drop-down lists
and specify Working day(s) by selecting the checkbox(es). Your browser’s time zone is selected
by default. If you want to change the time zone, click on the hyperlink, select a new time zone
from the drop-down menu, and click OK. Then click OK on the ribbon to complete the
configuration.
To edit an index profile from DocAve, check the checkbox of an index profile, then click Edit on the
ribbon to change the configurations for this index profile. For details on editing configurations for an
index profile, see the Create an Index Profile section of this guide.
To delete an index profile from DocAve, select an index profile from the list of previously configured
index profiles, and then click Delete on the ribbon. A confirmation window will pop up and ask if you are
sure you want to proceed with the deletion. Click OK to delete the selected index profile(s), or click
Cancel to return to the Index Manager interface without deleting the selected index profile(s).
Export Location
Export Location allows you to export/import data in offline Replicator jobs, import solutions in offline
deployment, and export/import data in Content Manager.
To access Export Location settings for DocAve in the Control Panel interface, click Export Location under
the Export Location heading. Click Close on the ribbon to close the Export Location interface.
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Managing Export Locations
In Export Location, you can create a new export location, view details about an export location, edit a
previously configured export location, or delete a previously configured export location. For details on
creating or editing an export location, see the Configuring Export Locations section of this guide.
To view details about an export location, select it from the list of previously configured export locations,
then click View Details on the ribbon. You will see the previously configured settings for this export
location.
Click Edit on the ribbon to change the configurations for this export location. For details on editing
configurations for an export location, see the Configuring Export Locations section of this guide.
To delete an export location from DocAve, select it from the list of previously configured export
locations, then click Delete on the ribbon. A confirmation window will pop up and ask if you are sure you
want to proceed with the deletion. Click OK to delete the selected export location(s), or click Cancel to
return without deleting it.
Configuring Export Locations
To create a new export location, click Create on the ribbon. To modify a previously configured export
location, select the export location, then click Edit on the ribbon. In the Create Export Location or Edit
Export Location interface, configure the following settings:
1. Name and Description – Enter a Name for this export location. Then enter an optional
Description for this export location for future reference.
2. Farm Selection – Select the farm where you are creating this export location. The created export
location can only be used by the farm specified here.
3. Path – The export location can be a file share, storage area network (SAN), or network-attached
storage (NAS).
a. Enter the UNC Path in the following format: \\admin-PC\c$\data or \\admin-PC\shared
folder.
*Note: The path you specified must already exist.
b. Enter the Username and Password in the corresponding text boxes. Then click
Validation Test. DocAve will test the path and user information to make sure they are
valid.
4. Click OK to save the configurations and return to the Export Location interface, or click Cancel to
return to the Export Location interface without saving any changes.
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Filter Policy
Filter Policy allows you to set up filter rules so you can control what objects and data within any
SharePoint level appear so that you can target content more precisely. By setting up and saving filter
policies, you can apply the same filter policies to different plans without having to recreate them each
time.
To access Filter Policy for DocAve in the Control Panel interface, click Filter Policy under the Filter Policy
heading. Click Close on the ribbon to close the Filter Policy interface.
In the Filter Policy interface, you will see a list of previously configured filter policies. You can customize
how these filter policies are displayed in the following ways:
•
Search – Filter the filter policies displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the filter
policy you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
•
– Click
in the column title to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
then check the checkbox next to the item name to have that item shown in the list. To remove
all filters, click Clear Filter.
Managing Filter Policies
In Filter Policy, you can create a new filter policy, view details about a filter policy, edit a previously
configured filter policy, or delete a previously configured filter policy. For details on creating or editing a
filter policy, see the Configuring Filter Policies section of this guide.
Click Edit on the ribbon to change the configurations for this filter policy. For details on editing
configurations for filter policy, see the Configuring Filter Policies section of this guide.
To view a filter policy for DocAve, select it from the list of previously configured filter policies, and then
click View Details on the ribbon. To delete a filter policy for DocAve, select it from the list of previously
configured filter policies, and then click Delete on the ribbon. A confirmation window will pop up and
ask if you are sure you want to proceed with the deletion. Click OK to delete the selected filter policy, or
click Cancel to return without deleting it.
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Configuring Filter Policies
To create a new filter policy, click Create on the ribbon. To modify a previously configured filter policy,
select the filter policy, then click Edit on the ribbon. In the Create Filter Policy or Edit Filter Policy
interface, configure the following settings:
1. Name and Description – Enter a Name for the filter policy. Then enter an optional Description
for future reference.
2. Criteria – Select specific objects or data within each SharePoint level (from site collection down
to attachment). Each level has a unique set of rules that can be applied to enhance
configurations. Refer to Appendix A for examples of filter policies that users can configure.
a. Click Add a Filter Level Group to add a new rule of the specified level and then click Add
a Criterion to add criteria for the new rule by completing the fields below, and click
to delete the rule that is no longer needed.
•
Rule – Select the new rule you want to create from the drop-down list.
*Note: The site level filter policy using the Created By rule cannot be used for
SharePoint Online environment.
•
Condition – Select the condition for the rule.
•
Value – Enter a value you want the rule to use in the text box.
b. To add more filters to the filter policy, repeat the previous step.
*Note: Depending on the filters you enter, you can change the logical relationships
between the filter rules. There are currently two logical relationships: And and Or. By
default, the logic is set to And. To change the logical relationship, click on the logical
relationship link. The And logical relationship means that the content which meets all
the rules will be filtered and included in the result. The Or logic means that the content
which meets any one of the rules will be filtered and included in the result.
3. Basic Filter Condition – View the logical relationship of the filter rules in this area.
For example, if the logical relationship is ((1 And 2) Or 3) in the Basic Filter Condition area, the
contents that meet both the filter rule 1 and filter rule 2, or meet the filter rule 3, will be filtered
out.
Click OK to save the configurations and return to the Filter Policy interface, or click Cancel to return to
the Filter Policy interface without saving any changes.
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Mapping Manager
Mapping Manager allows you to map properties of the source node to the properties of the destination
node. There are seven types of mappings you can create in Mapping Manager:
•
Domain Mapping – Allows you to map a source domain to a destination domain. The
destination domain name will be replaced by the configured source domain name, and the user
in the source group will be mapped to the destination user of the same name. By creating a rule
for domain mapping, any plans using the rule can repeat the process without having to manually
re-enter the settings.
For example, company A has a subsidiary B. Company B’s employees all have their domain
accounts in company A’s domain and vice versa. When you want to replicate A’s sites to the
internal sites of B, you can use domain mapping to bulk map these users to their accounts in B’s
domain. In other words, you can use domain mapping to bulk change the users’ domain when
two domains have the same user accounts.
•
User Mapping – Allows you to map a source user to a target user. This way, if the same user has
a different username in Domain A than in Domain B, or if you want to migrate an individual
user’s content, permissions, and metadata in Domain A to another user in Domain B, the user’s
permissions and metadata will not be lost when content is moved.
For example, company A takes over company B; however, the two companies have their own
domains. If you want to replicate company B’s employee site to the internal site of company A,
you can use user mapping to map this user’s account in B’s domain to A’s domain. In other
words, user mapping can map the user’s account in two different domains, so the permissions
and metadata in SharePoint will not be lost after moving one user’s SharePoint content to
another domain.
•
Language Mapping – Allows you to display the source content in a different language than the
destination node.
For example, company A has a subsidiary B in a different country. When replicating A’s sites to
B’s SharePoint farm, you can use language mapping to make sure all the list and column names
are displayed in B’s language. In other words, you can use language mapping to change the
display language after replicating the source content to another SharePoint farm in a different
country.
•
Column Mapping (used by Content Manager, SharePoint 2007 to 2013 Migrartion, SharePoint
2010 to 2013 Migration, and SharePoint 2007 to 2010 Migration) – Allows you to map a source
column to a target column. The destination column name will be replaced by the configured
source column name, and you are able to add value mapping. By creating a condition on
different levels, you can create the rule you want.
For example, column A is on the source side and column B is on the destination side. If you want
to replicate column A to column B, you can use column mapping to map this column’s metadata
to the destination.
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•
Content Type Mapping (only used for Content Manager and Migration) – Allows you to map a
source content type to a target content type. The source content type will be replaced by the
configured destination content type.
For example, you have content type A on the source side and content type B on the destination
side. If you want to replicate content type A to content type B, you can use content type
mapping to map this content type to the destination.
•
Template Mapping (only used for Content Manager and Migration) – Allows you to map a
source template to a target template. The destination content type will be replaced by the
configured destination template. You will be able to create mapping at the site level and list
level.
For example, you have template A on the source side and template B on the destination side. If
you want to replicate template A to template B, you can use template mapping to map this
template to the destination.
•
Group Mapping (only used for non-SharePoint Migration) – Allows you to map a source group
to a target group. The source group will be replaced by the configured group.
For example, you have group A on the source side and group B on the destination side. If you
want to replicate group A to group B, you can use group mapping to map this group to the
destination.
Domain Mapping
To access Domain Mapping for DocAve, click Domain Mapping under the Mapping Manager heading in
the Control Panel interface. You will be brought to the Domain Mapping interface. Click Close on the
ribbon to close Mapping Manager.
In the Domain Mapping configuration interface, you will see a list of previously configured domain
mappings. You can customize how these domain mappings are displayed in the following ways:
•
Search – Filter the domain mappings displayed by the keyword you designate; the keyword
must be contained in a column value. At the top of the viewing pane, enter the keyword for the
domain mapping you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
– Click
in the column title to hide the column.
Managing Domain Mappings
In the Domain Mapping interface, you can create a new domain mapping, view details about a domain
mapping, edit a previously configured domain mapping, delete a previously configured domain mapping,
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or export a domain mapping. For details on creating or editing a domain mapping, see the Configuring
Domain Mappings section of this guide.
To see the configurations of a domain mapping, select it from the list of previously configured domain
mappings, and then click View on the ribbon. The configuration details will appear. Click Export on the
ribbon to export this domain mapping, or click Edit to change the configurations.
To change the configurations of a domain mapping, select it from the list of previously configured
domain mappings, and then click Edit on the ribbon. For details on editing configurations for a domain
mapping, see the Configuring Domain Mappings section of this guide.
To export a domain mapping to an XML file, select it from the list of previously configured domain
mappings, then click Export on the ribbon. Exported domain mappings can be imported when creating
or editing a domain mapping to expedite the process.
Configuring Domain Mappings
To create a new domain mapping, click Create on the ribbon. To modify a previously configured domain
mapping, check the checkbox next to the domain mapping, then click Edit on the ribbon. In the Create
Domain Mapping or Edit Domain Mapping interface, complete the following steps:
1. Configure the following settings for the domain mapping:
•
Name and Description – Enter the Name as you want it to appear for the new domain
mapping profile. Enter an optional Description for this domain mapping profile for
future reference.
•
Add Mapping Rules – Specify the Source Domain Name and the Destination Domain
Name. The specified source domain name will be replaced by the specified destination
domain name after the corresponding job completes.
2. Click Add. The new rule appears in the Source Domain Name and Destination Domain Name
display table.
To delete a mapping rule, check the checkbox next to the mapping rule(s) you want to delete,
then click Delete.
3. Click Save to save the configurations for this domain mapping and return to the Domain
Mapping interface in Mapping Manager, or click Cancel to return without saving any of your
changes.
User Mapping
To access User Mapping for DocAve in the Control Panel interface, click User Mapping under the
Mapping Manager heading. You will be brought to the User Mapping interface. Click Close on the ribbon
to close Mapping Manager.
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In the User Mapping configuration interface, you will see a list of previously configured user mappings.
You can customize how these user mappings are displayed in the following ways:
•
Search – Filter the user mappings displayed by the keyword you designate; the keyword must be
contained in a column value. At the top of the viewing pane, enter the keyword for the user
mapping you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
– Click
in the column title to hide the column.
Managing User Mappings
In the User Mapping interface, you can create a new user mapping, view details about a previously
configured user mapping, edit a previously configured user mapping, delete a previously configured user
mapping, or export a user mapping. For details on creating or editing a user mapping, see the
Configuring User Mappings section of this guide.
To see the configurations of a user mapping, select it from the list of previously configured user
mappings, then click View on the ribbon. The configuration details will appear. Click Export on the
ribbon to export this user mapping, or click Edit to change the configurations.
To change the configurations of a user mapping, select it from the list of previously configured user
mappings, then click Edit on the ribbon. For details on editing configurations for a user mapping, see the
Configuring User Mappings section of this guide.
To export a user mapping to an XML file, select it from the list of previously configured user mappings,
then click Export on the ribbon. Exported user mappings can be imported when creating or editing a
user mapping to expedite the process.
Configuring User Mappings
To create a new user mapping, click Create on the ribbon. To modify a previously configured user
mapping, select the user mapping, then click Edit on the ribbon. In the Create User Mapping or Edit User
Mapping interface, complete the following steps:
1. Configure the following settings for the user mapping:
•
Name and Description – Enter the Name as you want it to appear for the new user
mapping profile. Enter an optional Description for this user mapping profile for future
reference.
•
Add Mapping Rules – Configure the user mapping by entering the Source Username and
Destination Username into the provided field. The specified Source Username will be
replaced by the specified Destination Username after the corresponding job completes.
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Enter the username in Source default user, Target default user and Destination
Username according to the displayed formats.
2. Click Add. The new rule appears in the Source Username and Destination Username display
table.
To delete a mapping rule, select the mapping rule(s) you want to delete by checking the
checkbox. Click Delete.
3. Click Save to save the configurations for this user mapping, and return to the User Mapping
interface in Mapping Manager, or click Cancel to return to without saving any of your changes.
User Mapping Discrepancy Resolutions
There are situations where the Source Username cannot be mapped to the Destination Username. In
the Add Mapping Rules section, you may choose to use the default resolution, or customize the settings
for resolving such discrepancies.
*Note: The Source default user and Source place holder for the source node are only used in two-way
replication.
To have the non-existent destination user replaced by the DocAve agent account, uncheck the checkbox
next to Customize settings if the user does not exist in destination.
To have the non-existent destination user replaced by a user of your choice, check the Customize
settings if the user does not exist in the destination checkbox, select Add a default destination user,
and specify a default destination user in the Target Default User text box.
To have the non-existent destination user replaced by the corresponding source users, add a place
holder account in the destination Active Directory, then perform the following operations:
1. Check the Customize settings if the user does not exist in the destination checkbox.
2. Select Add a place holder account to keep metadata even if the user no longer exists. (Not
supported for SharePoint Online environments.)
3. Specify the place holder account that you added in the Active Directory in the Target place
holder text box.
*Note: If the Default User and the Place Holder Account have been added in the Active Directory of the
destination, you can set up the user mapping profile in DocAve directly. If not, before setting up the user
mapping profile in DocAve, you must manually add the Target Default User and the Target Place Holder
Account in the Active Directory of the destination. For security reasons, it is recommended that you
specify a user who exists in the destination Active Directory but does not exist as the placeholder
account in SharePoint to avoid unintentionally giving a SharePoint user access to any data assigned to
the placeholder account.
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*Note: Receiving notification that The user does not exist in destination means one of the following
scenarios is true:
•
The destination user’s account is no longer active/valid.
•
The source user and the destination user are in different domains, and there is no domain
mapping or user mapping for these two domains.
•
The source user and the destination user are in different domains, and the specified user cannot
be mapped using any of the configured domain mapping or user mapping.
•
The source user and the destination user are in different domains, and there is a domain
mapping for these two domains, but there is no destination user with the same name as the
source user.
Language Mapping
To access Language Mapping for DocAve in the Control Panel interface, click Language Mapping under
the Mapping Manager heading. You will be brought to the Language Mapping interface. Click Close on
the ribbon to close Mapping Manager.
In the Language Mapping configuration interface, you will see a list of previously configured language
mappings. You can customize how these language mappings are displayed in the following ways:
•
Search – Filter the language mappings displayed by the keyword you designate; the keyword
must be contained in a column value. At the top of the viewing pane, enter the keyword for
the language mapping you want to display. You can select to Search all pages or Search
current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , and then check the checkbox next to the column name to have that
column shown in the list.
•
•
– Click
in the column title to hide the column.
– Filter which item in the list is displayed. Unlike Search, you can filter whichever item you
want, rather than search based on a keyword. Click the icon of the column you want to filter,
and then check the checkbox next to the item name to have that item shown in the list. To
remove all filters, click Clear Filter.
Managing Language Mappings
In the Language Mapping interface, you can create a new language mapping, view details about a
previously configured language mapping, edit a previously configured language mapping, delete a
previously configured language mapping, or export a language mapping. For details on creating or
editing a language mapping, see the Configuring Language Mappings section of this guide.
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To see the configurations of a language mapping, select it from the list of previously configured language
mappings, then click View on the ribbon. The configuration details will appear. Click Export on the
ribbon to export this language mapping, or click Edit to change the configurations.
To change the configurations of a language mapping, select it from the list of previously configured
language mappings, then click Edit on the ribbon. For details on editing configurations for a language
mapping, see the Configuring Language Mappings section of this guide.
To export a language mapping to an XML file, select it from the list of previously configured language
mappings, then click Export on the ribbon. Exported language mappings can be imported when creating
or editing a language mapping to expedite the process.
Configuring Language Mapping
To create a new language mapping, click Create on the ribbon. To modify a previously configured
language mapping, select the language mapping, then click Edit on the ribbon. In the Create Language
Mapping or Edit Language Mapping interface, complete the following steps:
1. Configure the following settings for the language mapping:
a. Name and Description – Enter the Name as you want it to appear for the new language
mapping profile. Enter an optional Description for this language mapping profile for
future reference.
b. Source language and Target language – Select the language from the drop-down menu
that the source node is displayed in and the language that you want to have the
destination node display. After running a plan with this Language Mapping Rule, the
destination node will be displayed in the Target language field.
*Note: The following languages are available for mapping: English, Japanese, and
German.
c. Add Mapping Rules – Select List or Column from the drop-down menu. Enter the name
of the list or column used in the source language in the text box. Enter the name of the
list or column you want the target language to use in the destination node. The source
column or list name will be replaced by the specified destination column or list name.
2. Click Add. The new rule appears in the Type, Source Language, and Target Language display
table.
To delete a mapping rule, check the checkbox next to the mapping rule(s) you want to delete.
Click Delete.
3. Click Save to save the configurations for this language mapping, and return to the Language
Mapping interface in Mapping Manager, or click Cancel to return without saving any of your
changes.
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Column Mapping
To access Column Mapping for DocAve in the Control Panel interface, click Column Mapping under the
Mapping Manager heading. You will be brought to the Column Mapping interface. Click Close on the
ribbon to close Mapping Manager.
In the Column Mapping configuration interface, you will see a list of previously configured column
mappings. You can customize how these column mappings are displayed in the following ways:
•
Search – Filter the column mappings displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for the
column mapping you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
– Click
in the column title to hide the column.
Managing Column Mappings
In the Column Mapping interface, you can create a new column mapping, view details about a
previously configured column mapping, edit a previously configured column mapping, delete a
previously configured column mapping, or export a column mapping. For details on creating or editing a
column mapping, see the Configuring Column Mappings section of this guide.
To see the configurations of a column mapping, select it from the list of previously configured column
mappings, and then click View on the ribbon. The configuration details will appear. Click Export on the
ribbon to export this column mapping, or click Edit to change the configurations.
To change the configurations for this column mapping, select it from the list of previously configured
column mappings, and then click Edit on the ribbon. For details on editing configurations for a column
mapping, see the Configuring Column Mappings section of this guide.
To export a column mapping to an XML file, select it from the list of previously configured column
mappings, and then click Export on the ribbon. Exported column mappings can be imported when
creating or editing a column mapping to expedite the process.
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Configuring Column Mapping
To create a new column mapping, click Create on the ribbon. To modify a previously configured column
mapping, select the column mapping, and then click Edit on the ribbon. In the Create Column Mapping
or Edit Column Mapping interface, complete the following steps:
1. Configure the following settings for the column mapping:
a. Name and Description – Enter the Name as you want it to appear for the new column
mapping profile. Enter an optional Description for this column mapping profile for
future reference.
b. Condition – Filter the condition for site, list, and item level.
•
In the site level, click Add a Condition. In the first drop-down list, you can select
URL or Site Content Type as a rule. In the second drop-down list, you can select
Equals, Does Not Equal, Contains, or Does Not Contain as the condition. In the
third textbox, you can enter the value you want to filter. If you want to
configure another site condition, click to add a new site condition
configuration tab. Click to select the site condition you previously configured.
•
In the list level, click Add a Condition. In the first drop-down list, you can select
Template ID, List Title, or List Content Type as a rule. In the second drop-down
list, you can select Equals, Does Not Equal, Contains, or Does Not Contain as
condition. If you select Template ID as a rule, you can view commonly used
templates. If you cannot find all the templates you want, select Customized at
the bottom of the drop-down list and enter the template name you want in the
text box on the right. If you select List Title or List Content Type as a rule, you
can enter the value you want to filter in the text box. If you want to configure
another list condition, click to add a new list condition configuration tab. Click
to select the List condition you previously configured.
*Note: The source list and destination list must have the same name.
•
In the item level, click Add a Condition. You can select Document Name in the
first drop-down list. In the second drop-down list, you can select Equals, Does
Not Equal, Contains, or Does Not Contain as condition. In the third text box,
you can enter the value you want to filter. If you want to configure another site
condition, click to add a new item condition configuration tab. Click to
select the item condition you previously configured.
*Note: Regarding relation between different conditions, refer to the tips below:
110
o
If you keep null for the text boxes in all levels, column mappings will be
deployed into site columns and list columns.
o
If you only enter condition on site level, the site column and list column
meet this condition will deploy the mapping.
o
If you only enter condition for list and item level, the list column meet
this condition will use the mapping.
DocAve 6: Control Panel
o
If a site column and list column meet conditions for multiple mappings,
the first mapping will be deployed.
*Note: Regarding the relation between different mappings and levels, refer to
the tips below:
o
The relation between different mappings is OR. If an object meets the
condition of the first mapping, it will not compare with the second
mapping.
o
The relation between different levels is AND. But under the same level,
for example, under list level, the relation between list 1 and list 2 is OR.
o
On the same level and same tab, the relation between conditions is
AND by default, you can click AND and it will change to OR.
c. Column Mapping – Configure more column mapping settings by completing the
following steps:
•
Click
in the Column Type field. In the drop-down list, select Same Type,
Change to Destination, Change to Managed Metadata, or Change to Lookup.
o
If you select Same Type, the source and destination column type must
be the same, or you cannot use mapping. If the column types are the
same on source and destination, the column type on the source will be
mapped to the destination. If the column type(s) is different on source
and destination, DocAve will create a new column(s) on the destination.
o
If you select Change to Destination, it represents that the column type
can be different on source to destination.
o

If the column already exists on destination, the source column
type will be mapped to the destination.

If the column type does not exist on the destination, DocAve
will create a new column on the destination.
If you select Change to Managed Metadata, the column type mapping
to the destination is Managed Metadata.

If the column existing on the destination is a Managed
Metadata column, the source column type will be mapped to
the destination.

If the column existing on the destination is not a Managed
Metadata column, DocAve will create a new a Managed
Metadata column on the destination with the same name as the
source column.

If the column does not exist on the destination, DocAve will
create a new Managed Metadata column.
To separate character strings into different columns, click Settings to
configure Allow multiple term values and Migrate string separated with ;
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into columns. These two options are selected by default. You can enter any
character into the ; text box to separate the columns. In Term set path, you
can enter the term path to locate the term. The character string you enter
should be in an acceptable format, for example Term Group; Term Set;
Term.
o
If you select Change to Lookup, it represents that you want to map the
source column to the lookup column in destination. If the Lookup
Column does not exist on the destination, DocAve will create a new
lookup column according to your settings on the destination.
To separate character strings into different columns, click Settings to
configure Allow multiple term values and Migrate string separated
with ; into columns. In the List title text box, you can enter the list title.
In the Column name text box, you can enter the column name.
•
In the Column Mapping table, you can enter the Column Name and Internal
Name for source and destination. The column name is the display name. If you
enter both the column name and the internal name, DocAve will recognize the
internal name first. You must enter at least one group of source/destination in
order to add a value mapping or save the profile. Click Add a Value Mapping
and enter the column value you want to map from the source to destination.
*Note: If you enter a value in the source side but keep it null in the destination side, this column
will not be migrated to the destination. If you keep it empty in source side and enter a value in
destination, DocAve will migrate the empty value of the source to the value you configured in
the destination.
2. Click Save to save the configurations for this column mapping, and return to the Column
Mapping interface in Mapping Manager, or click Cancel to return without saving any of your
changes.
Content Type Mapping
To access Content Type Mapping for DocAve in the Control Panel interface, click Content Type Mapping
under the Mapping Manager heading. You will be brought to the Content Type Mapping interface. Click
Close on the ribbon to close Mapping Manager.
In the Content Type Mapping configuration interface, you will see a list of previously configured content
type mappings. You can customize how these content type mappings are displayed in the following
ways:
•
112
Search – Filter the content type mappings displayed by the keyword you designate; the keyword
must be contained in a column value. At the top of the viewing pane, enter the keyword for the
content type mapping you want to display. You can select to Search all pages or Search current
page.
DocAve 6: Control Panel
•
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
– Click
in the column title to hide the column.
Managing Content Type Mappings
In the Content Type Mapping interface, you can create a new content type mapping, view details about
a previously configured content type mapping, edit a previously configured content type mapping,
delete a previously configured content type mapping, or export a content type mapping.
To see the configurations of a content type mapping, select it from the list of previously configured
content type mappings, then click View on the ribbon. The configuration details will appear. Click Export
on the ribbon to export this content type mapping, or click Edit to change the configurations.
To change the configurations for this content type mapping, select it from the list of previously
configured content type mappings, then click Edit on the ribbon. For details on editing configurations for
a content type mapping, see the Configuring Content Type Mapping section of this guide.
To export a content type mapping to an XML file, select it from the list of previously configured content
type mappings, and click Export on the ribbon. Exported content type mappings can be imported when
creating or editing a content type mapping to expedite the process.
Configuring Content Type Mappings
To create a new content type mapping, click Create on the ribbon. To modify a previously configured
content type mapping, select the content type mapping, then click Edit on the ribbon. In the Create
Content Type Mapping or Edit Content Type Mapping interface, complete the following steps:
1. Configure the following settings for the column mapping:
a. Name and Description – Enter the name as you want it to appear for the new column
mapping profile. Enter an optional description for this column mapping profile for future
reference.
b. Condition – Filter the condition for site and list level.
•
In the site level, click Add a Condition to add a new condition. In the first dropdown list, you can select URL as rule. In the second drop-down list, you can
select Equals, Does Not Equal, Contains, or Does Not Contain as a condition. In
the third text box, you can enter the value you want to filter. If you want to
configure another site condition, click
to add a new site condition
configuration tab. Click to select the site condition you previously configured.
•
In List level, click Add a Condition to add a new condition. In the first drop-down
list, you can select Template ID and List Title as rule. In the second drop-down
list, you can select Equals, Does Not Equal, Contains, or Does Not Contain as a
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113
condition. If you select Template ID as a rule, you can view all templates you
have deployed and select the templates you want as a condition. If you select
List Title as a rule, you can enter the value you want to filter in the text box. If
you want to configure another list condition, click
to add a new list condition
configuration tab. Click to select the list condition you previously configured.
c. Content Type Mapping – In the content type mapping table, you can enter content type
names in the source and destination. Click Add a Content Type Mapping to add a new
mapping.
2. Click Save to save the configurations for this content type mapping, and return to the Content
Type Mapping interface in Mapping Manager, or click Cancel to return without saving any of
your changes.
Template Mapping
To access Template Mapping for DocAve in the Control Panel interface, click Template Mapping under
the Mapping Manager heading. You will be brought to the Template Mapping interface. Click Close on
the ribbon to close Mapping Manager.
In the Template Mapping configuration interface, you will see a list of previously configured template
mappings. You can customize how these template mappings are displayed in the following ways:
•
Search – Filter the template mappings displayed by the keyword you designate; the keyword
must be contained in a column value. At the top of the viewing pane, enter the keyword for the
template mapping you want to display. You can select to Search all pages or Search current
page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
– Click
in the column title to hide the column.
Managing Template Mappings
In the Template Mapping interface, you can create a new template mapping, view details about a
previously configured template mapping, edit a previously configured template mapping, delete a
previously configured template mapping, or export a template mapping.
To see the configurations of a template mapping, select it from the list of previously configured
template mappings, then click View on the ribbon. The configuration details will appear. Click Export on
the ribbon to export this template mapping, or click Edit to change the configurations.
To change the configurations for this template mapping, select it from the list of previously configured
template mappings, then click Edit on the ribbon. For details on editing configurations for a template
mapping, see the Configuring Template Mapping section of this guide.
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To export a template mapping to an XML file, select it from the list of previously configured template
mappings, and click Export on the ribbon. Exported template mappings can be imported when creating
or editing a template mapping to expedite the process.
Configuring Template Mappings
To create a new template mapping, click Create on the ribbon. To modify a previously configured
template mapping, select the template mapping, then click Edit on the ribbon. In the Create Template
Mapping or Edit Template Mapping interface, complete the following steps:
1. Configure the following settings for the template mapping:
a. Name and Description – Enter the name as you want it to appear for the new column
mapping profile. Enter an optional description for this template mapping profile for
future reference.
b. Mappings – Set up template mappings on site or list level.
•
On the Site Template Mapping tab, click Add a Site Template Mapping. In the
table, you can enter a template ID into the Source textbox or select a template
ID from the drop-down list. To add another site template mapping, click Add a
Site Template Mapping. You must enter at least one mapping into the template
mapping table.
•
On the List Template Mapping tab, click Add a List Template Mapping. In the
table, you can enter a template ID into the textbox or select a template ID from
the drop-down list. To add another site template mapping, click Add a List
Template Mapping. You must enter at least one mapping into the template
mapping table.
2. Click Save to save the configurations for this template mapping, and return to the Template
Mapping interface in Mapping Manager, or click Cancel to return without saving any changes
made.
Group Mapping
To access Group Mapping for DocAve in the Control Panel interface, click Group Mapping under the
Mapping Manager heading. You will be brought to the Group Mapping interface. Click Close on the
ribbon to close Mapping Manager.
In the Group Mapping configuration interface, you will see a list of previously configured group
mappings. You can customize how these group mappings are displayed in the following ways:
•
Search – Filter the group mappings displayed by the keyword you designate; the keyword must
be contained in a column value. At the top of the viewing pane, enter the keyword for the group
mapping you want to display. You can select to Search all pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
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115
•
– Click
in the column title to hide the column.
Managing Group Mappings
In the Group Mapping interface, you can create a new group mapping, view details about a previously
configured group mapping, edit a previously configured group mapping, delete a previously configured
group mapping, or export a group mapping. For details on creating or editing a group mapping, see the
Configuring Group Mappings section of this guide.
To see the configurations of a group mapping, select it from the list of previously configured group
mapping, then click View on the ribbon. The configuration details will appear. You can click Export on
the ribbon to export this group mapping, or click Edit to change the configurations.
To change the configurations of a group mapping, select it from the list of previously configured group
mappings, click Edit on the ribbon. For details on editing configurations for a group mapping, see the
Configuring Group Mappings section of this guide.
To export a group mapping to an XML file, select it from the list of previously configured group
mappings, and click Export on the ribbon. Exported group mappings can be imported when creating or
editing a group mapping to expedite the process.
Configuring Group Mappings
To create a new group mapping, click Create on the ribbon. To modify a previously configured group
mapping, select the group mapping, and then click Edit on the ribbon. In the Create Group Mapping or
Edit Group Mapping interface, complete the following steps:
1. Configure the following settings for the Template Mapping:
a. Name and Description – Enter the name as you want it to appear for the new column
mapping profile. Enter an optional description for this template mapping profile for
future references.
b. Add Mapping Rules – Map the source group with destination group. Enter the Source
Group Name and Destination Group Name into the table. Click
to delete a
previously configured group mapping. You can also check the checkbox next to Source
Group Name, then click Delete Selected Mapping(s). You can also click Add a Group
Mapping to add a Group.
2. Click Save to save the configurations for this group mapping, and return to the Group Mapping
interface in Mapping Manager, or click Cancel to return without saving any of your changes.
Plan Group
Plan Group provides an interface to collect plans and form them into groups according to your setup.
The plans will run simultaneously or in sequence instead of you running the plans manually. In the
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DocAve 6: Control Panel
DocAve GUI, Plan Group is located next to Job Monitor on the home screen. Click the
the Plan Group GUI.
icon to enter
*Note: A plan group contains plans from multiple DocAve products. Only when you have valid licenses
for the corresponding products can you use the plan group functions normally. In the Plan Group
configuration interface, you will see a list of previously configured plan groups. You can customize how
these plan groups are displayed in any of the following ways:
•
Search – Allows you to filter the plan groups displayed by the keyword you designate; the
keyword must be contained in a column value. At the top of the viewing pane, enter the
keyword for the column mapping you want to display. You can select to Search all
pages or Search current page.
•
– Manage which columns are displayed in the list so that only the information you want to
see is displayed. Click , then check the checkbox next to the column name to have that column
shown in the list.
•
– Click
in the column title to hide the column.
Security Trimming for Plan Group
Plan Group also follows the security trimming rule of DocAve 6. For the differences on system user and
tenant user, refer to the Security Trimming Users section in Account Manager. For instructions on how
to configure permission levels, refer to the Managing Permission Levels section in Account Manager.
Regarding permission control for Plan Group, if the specified user does not have permission to a product,
this user will not be able to view or select the specific product in the Module drop-down list from the
Add Plan(s) interface. If the user previously had permission to a specified product and he/she created a
plan group including the plan(s) of the specified product, then he/she can still view the settings of the
previously created plan group after the permission to this product has been removed. However, the user
cannot modify the settings of the plan(s) for the specified product (where he/she does not have
permission) anymore.
Managing Plan Group
In the Plan Group interface, you can create a new plan group, view details about a plan group, edit a
previously configured plan group, or delete a previously configured plan group. For details on creating a
plan group, see the Configuring the Plan Group section of this guide.
To view details about a plan group, select it from the list of previously configured plan groups, and click
View Details on the ribbon. The previously configured settings for this plan group will appear. You can
view all the plans you have added to the plan group in the Plan Viewer and view the settings of the plan
group itself in the Group Settings view.
Click Edit on the ribbon to change the configurations for this plan group. For details on editing
configurations for a plan group, see the Configuring the Plan Group section of this guide.
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117
To delete a plan group from DocAve, select it from the list of previously configured plan groups, and
click Delete on the ribbon. A confirmation window will pop up and ask if you are sure you want to
proceed with the deletion. Click OK to delete the selected plan group(s), or click Cancel to return to the
Plan Group interface without deleting the selected plan group(s).
To run the plans in the specified plan group, select it and click Run Now on the ribbon. Then you will be
able to view the corresponding jobs in the Job Monitor interface by clicking the Job Monitor link or
clicking the Job Monitor button on the ribbon.
Configuring the Plan Group
In the Create a New Plan Group interface, complete the following steps to configure the settings:
*Note: Even if you currently have no plans configured in DocAve, you can still create an empty plan
group containing no plans and save it for future use.
1. Plan Group Name – Enter a group name in the Plan group name textbox and enter an optional
description in the Description textbox for future reference.
Click Next on the ribbon or the Next button to go to the next step.
2. Add Plan(s) to Group – Add plan(s) to the plan group and manage your existing plan(s). Click
Add Plans on the ribbon to enter the Add Plan(s) interface. Here you can configure the following
settings:
•
Module ─ Select the module where you want to add plans. Select one module from the
Module drop-down list, and all the previously saved plans of the selected module will be
displayed in the corresponding tab.
Now the plans from Content Manager, Deployment Manager, Migration, Replicator,
Granular Backup and Platform Backup modules are available to be added in a plan
group.
Choose a tab and perform the following actions:
*Note: When you are viewing or editing a plan in the corresponding interface, the plan
group window will be minimized to the bottom-left of your screen. You can maximize it
when you finish viewing or editing.
o
Create a New Plan ─ Create a new plan for the selected tab. After clicking this
button, you will be redirected to the corresponding product interface to create
a new plan.
o
View Details ─ View detailed information of the selected plan. After clicking this
button, you will be redirected to the View Details interface in the plan manager
of the corresponding module to view the detailed plan settings.
*Note: Only Content Manager, Migration, Granular Backup, and Platform
Backup modules are supported for View Details.
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o
Edit ─ Edit the saved settings of the selected plan. After clicking this button, you
will be redirected to the Edit interface in the plan manager of the corresponding
module where you can edit the settings of the specified plan.
o
Refresh ─ Refresh the information displayed in the selected tab. Newly created
plans can be displayed and the information of the modified plans will be
updated.
o
Add to Group ─ Add the selected plan(s) to the plan group you are configuring.
The same plan can be added to the same plan group as many times as you wish.
*Note: When you want to add multiple plans to the plan group, only click this
button after you have selected all the desired plans in the corresponding tabs.
o
Cancel ─ Cancel the operation to go back to the Add Plan(s) to Group step.
After you go back to the Add Plan(s) to Group step, you can view all the plans
which have already been added to the plan group. Select one plan and click
View Details on the ribbon to view its detailed information, click Edit to edit its
configuration, or click Remove to delete it from the current plan group you are
creating. You can also change the order of the listed plans by specifying the
order manually from the drop-down list in the Order column.
After you are satisfied with the settings, click Next on the ribbon or the Next
button to go to the next step.
3. Advanced – Choose a group type to specify how to run the plans in the plan group. Select
Sequential or Parallel as the group type of the plan group.
•
Sequential – This type allows DocAve to run the plans one by one according to their
order in the plan group. When the previous job is skipped, failed, or stopped, the next
job will be skipped. Otherwise, the next job will be run normally.
•
Parallel – This type allows DocAve to run the plans in one plan group simultaneously
according to their order in the plan group and the specified Concurrent Plans count. You
can specify the number of the concurrent plans by entering a positive integer in the Plan
count textbox. The default concurrent plan number is 5, which means as many as 5
plans can be run simultaneously; all the other plans with the order larger than 5 will
wait until any of the 5 former plans is completed, and then the plan with the smaller
order will be run first. When using this group type, the status of jobs in the plan group
will not affect the execution of each other.
Click Next on the ribbon or the Next button to go to the next step.
4. Schedule – Configure the schedule settings for the plan group by choosing one of the following
options:
•
No schedule – Do not configure a schedule for the plan group.
•
Configure the schedule myself – Customize schedules for the plan group in the
Schedule Settings field. To preview the added schedules, click Calendar View to view
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119
them by Day, by Week, or by Month in a pop-up calendar. To configure a new schedule
for the plan group, click Add Schedule and refer to the instructions below:
o
Options – Choose how to run the plans in the plan group by selecting Full or
Incremental.
•
Full ─ Run all the plans on all the selected tree nodes according to the
selected group type.
•
Incremental ─ Run all the plans on only the modified/newly
created/deleted content of the selected tree nodes according to the
selected group type.
o
Type – Select the time unit of the time interval for this schedule from By hour,
By day, By week, or By month.
o
Schedule Settings – Configure the frequency of the time interval for this
schedule by entering a positive integer in the text box. If you want to set up a
more specific schedule, check the Advanced checkbox, and refer to the
instructions below.
•
If you select By hour, select one of the following options and configure
its settings:
o
Specify production time: From __ to __ – Specify the
production time. It will run the plan groups in the specified
production time frame.
*Note: All plan group jobs that started within this time frame
will finish even if the end time is reached.
o
•
If you select By Day, enter the frequency in terms of days into the text
box.
•
If you select By week, configure the following settings:
•
120
Select time below – Specify the time you want to run the plan
group. To add several time points, click Add.
o
Every __ week(s) – Enter the frequency in terms of weeks.
o
On __ – Specify the days of the week to run the plan group on.
If you select By month, select one of the following options and
configure its settings:
o
On day __ of __ – Select the day of the specific month(s) to run
the plan group. For example, if you select On day 3 of January
and July, the plan groups will run on the third of January and
July.
o
Day __ of every __ month(s) – Select the day of the month, and
frequency in terms of months to run the plan group on. For
example, if you select Day 3 of every 3 month(s), the plan
groups will run every three months, on the third of the month.
DocAve 6: Control Panel
o
o
The __ __of every __ month(s) – Specify on which occurrence
of what day(s) of the month, and the frequency in terms of
months to run the plan groups. For example, if you select The
First Monday of every 3 month(s), the plan groups will run
every three months, on the first Monday of the month.
o
The __ __ of __ – Specify on which occurrence of which day(s)
of which month to run the plan groups. For example, if you
select The First Monday of January and July, the plan groups
will run on the first Monday of January and July.
Range of Recurrence – Specify the Start time for plan groupjobs. Select one of
the following options for the end time, and configure its settings:
•
No end date – The plan groups will run on the configured schedule until
you manually end it.
•
End after __ occurrence(s) – The plan groups will stop running after the
number of times you specify here.
•
End by __ – The plan groups will end running on the date and time you
specify here.
When you are finished configuring the new schedule you wish to add, click OK to save,
or click Cancel to close the Add Schedule interface without saving.
In the Summary table, you can view the schedules you configured. To delete an existing
schedule, click
.
Click Next on the ribbon or the Next button to go to the next step.
5. Overview – Review and edit the plan group settings on this page.
•
To edit settings, click the Edit link above the section you want to change.
•
To save the configuration, click the Finish button. If you want to run the plan groups job
now, select Finish and Run Now. If you do not want to run the job immediately, select
Finish.
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Appendix A: Examples of Filter Policies
*Note: The Equals Condition is not case sensitive.
Hierarchy Level
Site Collection
Rule
URL
Condition
Contains
Site
(The site collection
level is used in the
examples.)
Does Not Contain
Equals
Does Not Equal
Matches
122
Result
The site collection whose URL contains
test will be filtered out. For example,
http://webapp:20000/sites/test and
http://webapp:20000/sites/testA will
be filtered out.
test
The site collection whose URL does not
contain test will be filtered out. For
example, http://spapp:20000/sites/AP
will be filtered out.
http://webapp:20000/sites/t The site collection whose URL is
est
http://webapp:20000/sites/test will be
filtered out.
http://webapp:20000/sites/t The site collection whose URL is not
est
http://webapp:20000/sites/test will be
filtered out.
http://tes*collectionA
The site collection whose URL begins
with http://tes and ends with
collectionA will be filtered out. For
example,
http://tesABC:11111/sitecollectionA
will be filtered out.
http://test:20000/sites/sitec The site collection whose URL is the
ollecti?nA
same as
http://test:20000/sites/sitecollecti?nA
except character ? will be filtered out.
For example,
http://test:20000/sites/sitecollectionA
and
test
Value
DocAve 6: Control Panel
Hierarchy Level
Rule
Condition
Does Not Match
Value
http://tes*collectionA
http://test:20000/sites/sitec
ollecti?nA
Title
Contains
test
Does Not Contain
test
Equals
test
Does Not Equal
test
Matches
te*t
te?t
Does Not Match
DocAve 6: Control Panel
te*t
Result
http://test:20000/sites/sitecollectiBnA
will both be filtered out.
All the site collections except those
whose URLs begin with http://tes and
end with collectionA will be filtered
out. For example,
http://webapp:20000/sites/test will be
filtered out.
All the site collections except those
whose URLs are the same as
http://test:20000/sites/sitecollecti?nA
except character ? will be filtered out.
For example,
http://webapp:20000/sites/test will be
filtered out.
The site collection whose title contains
test will be filtered out.
The site collection whose title does not
contain test will be filtered out.
The site collection whose title is test
will be filtered out.
The site collection whose title is not
test will be filtered out.
The site collection whose title begins
with te and ends with t will be filtered
out. For example, teABct will be
filtered out.
The site collection whose title is the
same as te?t except character ? will be
filtered out. For example, test will be
filtered out.
All the site collections except those
whose titles begin with te and end
123
Hierarchy Level
Rule
Condition
Value
te?t
Modified Time
Created Time
124
Before
2011-11-11 12:15:50
After
2011-11-11 12:15:50
On
2011-11-11 12:15:50
Within
5 Days
Older Than
5 Days
Before
2011-11-11 12:15:50
After
2011-11-11 12:15:50
On
2011-11-11 12:15:50
Within
5 Days
Older Than
5 Days
Result
with t will be filtered out. For example,
DocAve will be filtered out.
All the site collections except those
whose titles are the same as te?t
except character ? will be filtered out.
For example, DocAve will be filtered
out.
The site collection which is modified
before 12:15:50 11/11/2011 will be
filtered out.
The site collection which is modified
after 12:15:50 11/11/2011 will be
filtered out.
The site collection which is modified
on 12:15:50 11/11/2011 will be
filtered out.
The site collection which is modified in
last 5 days will be filtered out.
The site collection which is modified 5
days ago will be filtered out.
The site collection which is created
before 12:15:50 11/11/2011 will be
filtered out.
The site collection which is created
after 12:15:50 11/11/2011 will be
filtered out.
The site collection which is created on
12:15:50 11/11/2011 will be filtered
out.
The site collection which is created in
last 5 days will be filtered out.
The site collection which is created 5
days ago will be filtered out.
DocAve 6: Control Panel
Hierarchy Level
Rule
Created By
Template
Name
Condition
Contains
Value
test\user
Equals
test\user
Contains
Team
Does Not Contain
Team
Equals
Blank Site
Does Not Equal
Blank Site
Matches
B*Workspace
Bl?g
Does Not Match
B*Workspace
Bl?g
DocAve 6: Control Panel
Result
The site collection whose creators
contain test\user will be filtered out.
The site collection whose creator is
test\user will be filtered out.
The site collection whose template
name contains Team will be filtered
out. For example, Team Site will be
filtered out.
The site collection whose template
name does not contain Team will be
filtered out. For example, Blank Site
will be filtered out.
The site collection whose template
name is Blank Site will be filtered out.
The site collection whose template
name is not Blank Site will be filtered
out.
The site collection whose template
name begins with B and ends with
Workspace will be filtered out. For
example, Basic Meeting Workspace
and Blank Meeting Workspace will
both be filtered out.
The site collection whose template
name is the same as Bl?g except
character ? will be filtered out. For
example, Blog will be filtered out.
All the site collections except those
whose templates’ names begin with B
and ends with Workspace will be
filtered out. For example, Team Site be
filtered out.
All the site collections except those
125
Hierarchy Level
Rule
Template ID
Custom
Property: Text
Condition
Value
Contains
STS#
Equals
STS#0
Text
Contains
test
Does Not
Contain
test
Equals
test
Does Not
Equal
Matches
test
test
test
Does Not
Match
126
test
Result
whose templates’ names are the same
as Bl?g except character ? will be
filtered out. For example, Team Site
will be filtered out.
The site collection whose template ID
contains STS# will be filtered out. For
example, STS#0 (Team Site) will be
filtered out.
The site collection whose template ID
is STS#0 will be filtered out.
Refer to Appendix B section for more
detailed information of Template ID.
The site collection whose Text
property contains test will be filtered
out.
The site collection whose Text
property does not contain test will be
filtered out.
The site collection whose Text
property is test will be filtered out.
The site collection whose Text
property is not test will be filtered out.
The site collection whose Text
property begins with te and ends with
t will be filtered out. For example,
teABct will be filtered out.
The site collection whose Text
property is the same as te?t except
character ? will be filtered out. For
example, test will be filtered out.
All the site collections except those
whose Text property begins with te
and ends with t will be filtered out. For
DocAve 6: Control Panel
Hierarchy Level
Rule
Condition
Value
test
Custom
Property:
Number
Number
>=
5
<=
5
=
5
Custom
Property:
Yes/No
Choice
Equals
Yes
Custom
Property:
Date/Time
Date
Before
2011-11-11 12:15:50
After
2011-11-11 12:15:50
On
2011-11-11 12:15:50
Within
5 Days
Older
5 Days
DocAve 6: Control Panel
Result
example, DocAve will be filtered out.
All the site collections except those
whose Text property is the same as
te?t except character ? will be filtered
out. For example, DocAve will be
filtered out.
The site collection whose Number
property is not smaller than 5 will be
filtered out. For example, 8 will be
filtered out.
The site collection whose Number
property is not bigger than 5 will be
filtered out. For example, 2 will be
filtered out.
The site collection whose Number
property is 5 will be filtered out.
The site collection whose Choice
property is Yes will be filtered out.
The site collection whose Date
property is before 12:15:50
11/11/2011 will be filtered out.
The site collection whose Date
property is after 12:15:50 11/11/2011
will be filtered out.
The site collection whose Date
property is on 12:15:50 11/11/2011
will be filtered out.
The site collection whose Date
property is in last 5 days will be
filtered out.
The site collection whose Date
127
Hierarchy Level
List/Library
Rule
Name
Condition
Than
Contains
Folder
Does Not Contain
(The list/library level
is used in the
examples.)
Equals
Does Not Equal
Matches
Does Not Match
Modified Time
Created Time
128
Before
After
On
Within
Older Than
Before
Value
Result
property is 5 days ago will be filtered
out.
test
The site collection whose name
contains test will be filtered out.
test
The list/library whose name does not
contain test will be filtered out.
test
The list/library whose name is test will
be filtered out.
test
The list/library whose name is not test
will be filtered out.
te*t
The list/library whose name begins
with te and ends with t will be filtered
out. For example, teABct will be
filtered out.
te?t
The list/library whose name is the
same as te?t except character ? will be
filtered out. For example, test will be
filtered out.
te*t
All the lists/libraries except those
whose names begin with te and end
with t will be filtered out. For example,
DocAve will be filtered out.
te?t
All the lists/libraries except those
whose names are the same as te?t
except character ? will be filtered out.
For example, DocAve will be filtered
out.
Refer to the same filter rule for Site Collection level.
Refer to the same filter rule for Site Collection level.
DocAve 6: Control Panel
Hierarchy Level
Rule
Created By
Item
Title
Condition
After
On
Within
Older Than
Contains
Equals
Contains
Does Not Contain
Equals
Does Not Equal
Matches
Does Not Match
Modified Time
DocAve 6: Control Panel
Before
After
On
Within
Value
Result
Refer to the same filter rule in Site Collection level.
The item whose title contains test will
be filtered out.
test
The item whose title does not contain
test will be filtered out.
test
The item whose title is test will be
filtered out.
test
The item whose title is not test will be
filtered out.
te*t
The item whose title begins with te
and ends with t will be filtered out. For
example, teABct will be filtered out.
te?t
The item whose title is the same as
te?t except character ? will be filtered
out. For example, test will be filtered
out.
te*t
All the items except those whose titles
begin with te and end with t will be
filtered out. For example, DocAve will
be filtered out.
te?t
All the items except those whose titles
are the same as te?t except
character ? will be filtered out. For
example, DocAve will be filtered out.
Refer to the same filter rule for Site Collection level.
test
129
Hierarchy Level
Rule
Created Time
Created By
Modified By
Content Type
Condition
Older Than
Before
After
On
Within
Older Than
Contains
Equals
Contains
Value
Refer to the same filter rule for Site Collection level.
Refer to the same filter rule in Site Collection level.
test\user
Equals
test\user
Contains
Task
Does Not Contain
Task
Equals
Task
Does Not Equal
Task
Matches
Ev*t
Ta?k
Does Not Match
130
Result
Ev*t
The items whose modifiers contain
test\user will be filtered out.
The item whose modifier is test\user
will be filtered out.
The item whose content type contains
Task will be filtered out.
The item whose content type does not
contain Task will be filtered out.
The item whose content type is Task
will be filtered out.
The item whose content type is not
Task will be filtered out.
The item whose content type begins
with Ev and ends with t will be filtered
out. For example, Event will be filtered
out.
The item whose content type is the
same as Ta?k except character ? will
be filtered out. For example, Task will
be filtered out.
All the items except those whose
content types begin with Ev and end
with t will be filtered out. For example,
Task will be filtered out.
DocAve 6: Control Panel
Hierarchy Level
Rule
Column: Text
Condition
Text
Ta?k
Contains
test
Does Not
Contain
test
Equals
test
Does Not
Equal
Matches
test
test
test
Does Not
Match
test
test
Column:
DocAve 6: Control Panel
Number
>=
5
Value
Result
All the items except those whose
content types are the same as Ta?k
except character ? will be filtered out.
For example, Event will be filtered out.
The item whose Text column value
contains test will be filtered out.
The item whose Text column value
does not contain test will be filtered
out.
The item whose Text column value is
test will be filtered out.
The item whose Text column value is
not test will be filtered out.
The item whose Text column value
begins with te and ends with t will be
filtered out. For example, teABct will
be filtered out.
The item whose Text column value is
the same as te?t except character ?
will be filtered out. For example, test
will be filtered out.
All the items except those whose Text
column values begin with te and end
with t will be filtered out. For example,
DocAve will be filtered out.
All the items except those whose Text
column values are the same as te?t
except character ? will be filtered out.
For example, DocAve will be filtered
out.
The item whose Number column value
is not smaller than 5 will be filtered
out. For example, 8 will be filtered out.
131
Hierarchy Level
Rule
Number
Condition
<=
5
=
5
Value
Column:
Yes/No
Choice
Equals
Yes
Column: Date
and Time
Date
Before
2011-11-11 12:15:50
After
2011-11-11 12:15:50
On
2011-11-11 12:15:50
Within
5 Days
Older
Than
Equals
5 Days
Workflow
Flow
Completed
Customized
Does Not
Equal
132
In Progress
Result
The item whose Number column value
is not bigger than 5 will be filtered out.
For example, 2 will be filtered out.
The item whose Number column value
is 5 will be filtered out.
The item whose Choice column value is
Yes will be filtered out.
The item whose Date column value is
before 12:15:50 11/11/2011 will be
filtered out.
The item whose Date column value is
after 12:15:50 11/11/2011 will be
filtered out.
The item whose Date column value is
on 12:15:50 11/11/2011 will be
filtered out.
The item whose Date column value is
in last 5 days will be filtered out.
The item whose Date column value is 5
days ago will be filtered out.
The item associated with the Flow
workflow whose status is Completed
will be filtered out.
Deleted
The item associated
with the Flow workflow
whose status is Deleted
will be filtered out.
The item associated with the Flow
workflow whose status is not In
Progress will be filtered out. For
example, Completed will be filtered
out.
DocAve 6: Control Panel
Hierarchy Level
Rule
Version
Document
Name
DocAve 6: Control Panel
Condition
Value
Customized
Only latest [] version(s)
3
Only latest [] major
version(s)
3
Only Major Versions
Only Approved Versions
N/A
N/A
Contains
test
Does Not Contain
test
Equals
test.docx
Does Not Equal
test.docx
Result
Deleted
The item associated
with the Flow workflow
whose status is not
Deleted will be filtered
out. For example,
Completed will be
filtered out.
The item’s last 3 versions will be
filtered out. For example, an item has
the following versions: 1.0, 1.1, 2.0,
2.1, 2.2, and then version 2.0, 2.1, 2.2
will be filtered out.
The item’s last 3 major versions will be
filtered out. For example, an item has
the following versions: 1.0, 2.0, 2.1,
2.2, 3.0, 3.1, and then version 1.0, 2.0,
3.0 will be filtered out.
All major versions will be filtered out.
All approved versions will be filtered
out.
The document whose name contains
test will be filtered out. For example,
test.docx will be filtered out.
The document whose name does not
contain test will be filtered out. For
example, DocAve.docx will be filtered
out.
The document whose name is
test.docx will be filtered out.
The document whose name is not
test.docx will be filtered out.
133
Hierarchy Level
Rule
Condition
Matches
Does Not Match
Size
>=
<=
Modified Time
Created Time
134
Before
After
On
Within
Older Than
Before
After
On
Value
Result
te*t.docx
The document whose name begins
with te and ends with t.docx will be
filtered out. For example,
testDocAve.docx will be filtered out.
te?t.docx
The document whose name is the
same as te?t except character ? will be
filtered out. For example, teAt.docx
will be filtered out.
te*t.docx
All the documents except those whose
names begin with te and end with
t.docx will be filtered out. For example,
DocAve.txt will be filtered out.
te?t.docx
All the documents except those whose
names are the same as te?t.docx
except character ? will be filtered out.
For example, DocAve.txt will be
filtered out.
1MB
The document whose size is not
smaller than 1MB will be filtered out.
For example, a 2MB document will be
filtered out.
1MB
The document whose size is not bigger
than 5 will be filtered out. For
example, a 500KB document will be
filtered out.
Refer to the same filter rule for Site Collection level.
Refer to the same filter rule for Site Collection level.
DocAve 6: Control Panel
Hierarchy Level
Rule
Created By
Modified By
Content Type
Column: Text
Column:
Number
Condition
Within
Older Than
Contains
Equals
Contains
Equals
Contains
Does Not Contain
Equals
Does Not Equal
Matches
Does Not Match
Text
Contains
Does Not
Contain
Equals
Does Not
Equal
Matches
Does Not
Match
Number
>=
Value
Result
Refer to the same filter rule for Site Collection level.
Refer to the same filter rule for Item level.
Refer to the same filter rule for Item level.
Refer to the same filter rule for Item level.
Refer to the same filter rule for Item level.
<=
=
Column:
Yes/No
Choice
Equals
Refer to the same filter rule for Item level.
Column: Date
and Time
Date
Before
After
On
Within
Refer to the same filter rule for Item level.
DocAve 6: Control Panel
135
Hierarchy Level
Rule
Workflow
Version
Attachment
Name
Size
Created Time
Created By
Column: Text
136
Condition
Older
Than
Equals
Does Not
Equal
Only latest [] version(s)
Only latest [] major
version(s)
Only Major Versions
Only Approved Versions
Contains
Does Not Contain
Equals
Does Not Equal
Matches
Does Not Match
>=
<=
Before
After
On
Within
Older Than
Contains
Equals
Text
Contains
Does Not
Contain
Equals
Does Not
Equal
Matches
Value
Result
Refer to the same filter rule for Item level.
Refer to the same filter rule for Item level.
Refer to the same filter rule for Document level.
Refer to the same filter rule for Document level.
Refer to the same filter rule for Site Collection level.
Refer to the same filter rule for Site Collection level.
Refer to the same filter rule for Item level.
DocAve 6: Control Panel
Hierarchy Level
Rule
Column:
Number
Condition
Does Not
Match
Number
>=
Value
Result
Refer to the same filter rule for Item level.
<=
=
Column:
Yes/No
Choice
Equals
Refer to the same filter rule for Item level.
Column: Date
and Time
Date
Before
After
Refer to the same filter rule for Item level.
On
Within
Older
Than
DocAve 6: Control Panel
137
Appendix B: Template Name and Template ID
Refer to the table below for the detailed mappings between the Template Name and Template ID.
Template Name
Global template
Team Site
Blank Site
Document Workspace
Basic Meeting Workspace
Blank Meeting Workspace
Decision Meeting Workspace
Social Meeting Workspace
Multipage Meeting Workspace
Central Admin Site
Wiki Site
Blog
Group Work Site
Tenant Admin Site
Access Services Site
Assets Web Database
Charitable Contributions Web Database
Contacts Web Database
Issues Web Database
Projects Web Database
Document Center
(obsolete) Records Center
Records Center
Shared Services Administration Site
PerformancePoint
Business Intelligence Center
SharePoint Portal Server Site
SharePoint Portal Server Personal Space
Personalization Site
Contents area Template
Topic area template
News Site
Publishing Site
Publishing Site
Press Releases Site
Publishing Site with Workflow
News Site
Site Directory
Community area template
Report Center
138
Template ID
GLOBAL#0
STS#0
STS#1
STS#2
MPS#0
MPS#1
MPS#2
MPS#3
MPS#4
CENTRALADMIN#0
WIKI#0
BLOG#0
SGS#0
TENANTADMIN#0
ACCSRV#0
ACCSRV#1
ACCSRV#3
ACCSRV#4
ACCSRV#6
ACCSRV#5
BDR#0
OFFILE#0
OFFILE#1
OSRV#0
PPSMASite#0
BICenterSite#0
SPS#0
SPSPERS#0
SPSMSITE#0
SPSTOC#0
SPSTOPIC#0
SPSNEWS#0
CMSPUBLISHING#0
BLANKINTERNET#0
BLANKINTERNET#1
BLANKINTERNET#2
SPSNHOME#0
SPSSITES#0
SPSCOMMU#0
SPSREPORTCENTER#0
DocAve 6: Control Panel
Template Name
Collaboration Portal
Enterprise Search Center
Profiles
Publishing Portal
My Site Host
Enterprise Wiki
Basic Search Center
Basic Search Center
FAST Search Center
Visio Process Repository
DocAve 6: Control Panel
Template ID
SPSPORTAL#0
SRCHCEN#0
PROFILES#0
BLANKINTERNETCONTAINER#0
SPSMSITEHOST#0
ENTERWIKI#0
SRCHCENTERLITE#0
SRCHCENTERLITE#1
SRCHCENTERFAST#0
visprus#0
139
Appendix C: Accessing Control Panel with Hot Keys
In order to work faster and improve your productivity, DocAve supports the hot key mode for you to
perform corresponding actions quickly by only using your keyboard.
To access the hot key mode, press the Ctrl +Alt + Z key combination simultaneously on your keyboard
while in the DocAve interface. Then press 3 to access the Control Panel.
The following sections provide lists of hot keys for the top level. Each time you want to go back to the
top level after accessing the interface of lower level, press Ctrl + Alt + Z on the keyboard.
Manager Monitor
To access the hot key mode in the Manager Monitor interface, press the Ctrl + Alt + Z key combination
on your keyboard, press P to go to the Control Panel interface, or press O to activate the hot keys for
buttons on the ribbon.
Function Name and Hot Key
Configure
J
View Details
Notification
Selection
Restart
Remove
Deactivate
Activate
Close
V
N
R
M
D
A
X
Add Cache Location
A
Refresh
Delete
OK
Cancel
Close
OK
Cancel
R
D
O
C
B
O
C
OK
Cancel
O
C
Agent Monitor
To access the hot key mode in the Agent Monitor interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press M to activate the hot keys for
buttons on the ribbon.
Configure
Configuration File
View Details
140
Function Name and Hot Key
OK
J
Cancel
C
V
Close
O
C
X
DocAve 6: Control Panel
Function Name and Hot Key
N
OK
Cancel
R
M
D
A
X
Notification Selection
Restart
Remove
Deactivate
Activate
Close
O
C
System Option
To access the hot key mode in the System Option interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press Y to activate the hot keys for
buttons on the ribbon.
General
Security
G
SC
Security
SI
Information
Save
Close
S
X
Function Name and Hot Key
Backup
B
Manage
MP
Passphrase
Cancel
C
Modify
MD
Cancel
C
OK
Cancel
O
C
Authentication Manager
To access the hot key mode in the Authentication Manager interface, press the Ctrl + Alt + Z key
combination on your keyboard, press P to go to the Control Panel interface, or press A to activate the
hot keys for buttons on the ribbon.
Windows Authentication
W
Function Name and Hot Key
OK
O
Cancel
C
A
Add
Edit
AD Integration
DocAve 6: Control Panel
AI
Delete
Disable
Enable
Cancel
E
OK
Cancel
OK
Cancel
O
C
O
C
D
DI
EN
C
141
Function Name and Hot Key
ADFS Integration
ADFS integration
A
Add Federation Trust
F
Back
Next
Finish
Cancel
Export
OK
Cancel
AD
Close
B
N
F
C
E
O
C
X
Account Manager
To access the hot key mode in the Account Manager interface, press the Ctrl + Alt + Z key combination
on your keyboard, press P to go to the Control Panel interface, or press N to activate hot keys for
buttons on the ribbon.
Function Name and Hot Key
Adding Group
Groups
G
Adding Group
AG
Edit Group
E
Show User(s)
S
Delete Group
D
Permission Level
Current Logon Account
142
AS
Add Tenant Group
AT
OK
Cancel
O
C
Add User to Group
A
Remove User from Group
Cancel
Add
CA
Edit
E
Delete
Cancel
Log Off
Back
D
C
L
B
A
P
C
Authentication Manager
Close
Add System Group
OK
Cancel
OK
Cancel
O
C
O
C
OK
Cancel
R
C
O
C
Add System
OK
O Permission
Add Tenant
Cancel C Permission
OK
O
Cancel C
AS
AT
OK
Cancel
OK
Cancel
O
C
O
C
X
DocAve 6: Control Panel
Function Name and Hot Key
Adding User
Users
U
Add User
AU
Edit User
E
Delete User
Activate
Deactivate
DU
AC
DA
Permission Level
Current Logon Account
P
C
Authentication Manager A
Close
OK
Cancel
OK
Cancel
O
C
O
C
Add
A
Edit
E
Delete
Cancel
Log Off
Back
D
C
L
B
Add System
OK
O Permission
Add Tenant
Cancel C Permission
OK
O
Cancel C
AS
AT
OK
Cancel
OK
Cancel
O
C
O
C
X
License Manager
To access the hot key mode in the License Manager interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press Z to activate the Hot Key of the
buttons on the ribbon.
Import
Export
Settings
SharePoint Servers Usage
Close
DocAve 6: Control Panel
Function Name and Hot Key
I
License File
E
License Report
OK
S
Cancel
View Farm Details
A
Apply
Cancel
X
F
R
N/A
N/A
N/A
N/A
N/A
143
Update Manager
To access the hot key mode in the Update Manager interface, press the Ctrl + Alt + Z key combination
on your keyboard, press P to go to the Control Panel interface, or press H to activate the hot keys for
buttons on the ribbon.
Check for Updates
Manager Updates
Function Name and Hot Key
C
M
View History
V
View History
V
Update Settings
U
Close
X
Browse
Download
Stop
Install
Delete
Cancel
View Details
Cancel
OK
Cancel
View Details
Cancel
N/A
B
U
DL
S
I
DE
B
V
B
O
B
Agent Group
To access the hot key mode in the Agent Group interface press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press G to activate the hot keys for
buttons on the ribbon.
Create
View Details
Function Name and Hot Key
OK
O
N
Cancel
C
O
Edit
E
Delete
D
Close
X
144
Edit
E
Cancel
Save
Save As
Cancel
C
S
A
C
Save
Save As
Cancel
S
A
C
DocAve 6: Control Panel
User Notification Setting
To access the hot key mode in the User Notification Setting interface, press the Ctrl + Alt + Z key
combination on your keyboard, press P to go to the Control Panel interface, or press V to activate the
hot keys for buttons on the ribbon.
Function Name and Hot Key
Integration Settings
Send E-mail Settings
Receive E-mail Settings
I
O
IE Create
View Details
Edit
N
V
E
Delete
D
Set as Default Profile S
Close
X
Save
Close
OK
Cancel
Edit
O
C
E
Cancel
C
OK
Cancel
O
C
OK
Cancel
O
C
S
X
Job Pruning
To access the hot key mode in the Job Pruning interface, press the Ctrl + Alt + Z key combination on your
keyboard, press P to go to the Control Panel interface, or press J to activate the hot keys for buttons on
the ribbon.
Prune Now
Configure
Job Monitor
Save
Close
DocAve 6: Control Panel
Function Name and Hot Key
P
OK
C
Cancel
J
S
X
O
C
145
Log Manager
To access the hot key mode in the Log Manager interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press B to activate the hot keys for
buttons on the ribbon.
Log Settings
L
Job Monitor
Collect
Close
J
C
X
Function Name and Hot Key
OK
Cancel
O
C
SharePoint Sites
To access the hot key mode in the SharePoint Sites interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press SS to activate the hot keys for
buttons on the ribbon.
Create
View
C
V
Edit
E
Delete
D
Manage
Remote Site
Collections
M
Close
X
Function Name and Hot Key
OK
O
Cancel
B
Edit
E
Cancel
OK
Cancel
B
O
B
Add
A
View
Edit
Delete
Cancel
V
E
D
B
OK
Cancel
O
B
OK
Cancel
O
B
Security Profile
To access the hot key mode in the Security Profile interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press SP to activate the hot keys for
buttons on the ribbon.
Create
146
Function Name and Hot Key
N
OK
Cancel
O
C
DocAve 6: Control Panel
Function Name and Hot Key
E
OK
Cancel
D
I
EP
X
Edit
Delete
Import
Export
Close
O
C
Solution Manager
To access the hot key mode in the Solution Manager interface, press the Ctrl + Alt + Z key combination
on your keyboard, press P to go to the Control Panel interface, or press T to activate the hot keys for
buttons on the ribbon.
Install
Deploy
Retract
Remove
I
D
R
M
Solution Properties
S
Retrieve Version
Upgrade
Repair
Close
V
U
F
X
Function Name and Hot Key
Deploy
Retract
Back
D
R
B
Storage Configuration
To access the hot key mode in the Storage Configuration interface, press the Ctrl + Alt + Z key
combination on your keyboard, press P to go to the Control Panel interface, or press SC to activate the
hot keys for buttons on the ribbon.
Dashboard
Create
Details
DocAve 6: Control Panel
Function Name and Hot Key
B
N
Physical Device
P
Logical Device
L
Storage Policy
S
Edit
E
Cancel
B
T
OK
Cancel
OK
Cancel
OK
Cancel
OK
Cancel
O
B
O
B
O
B
O
B
147
Function Name and Hot Key
OK
E
Test Status
Cancel
D
R
X
Edit
Delete
Refresh
Close
O
T
X
Index Manager
To access the hot key mode in the Index Manager interface, press the Ctrl + Alt + Z key combination on
your keyboard, press P to go to the Control Panel interface, or press X to activate the hot keys for
buttons on the ribbon.
New Index Profile
N
View Details
VD
Edit
E
Delete
D
Configure Workday
CW
Job Monitor
Close
J
X
Function Name and Hot Key
OK
O
Cancel
C
Edit
E
Cancel
OK
Cancel
C
O
C
OK
Cancel
O
C
OK
Cancel
O
C
Export Location
To access the hot key mode in the Export Location interface, use the key combination of Ctrl +Alt + Z on
the keyboard, press P to go to the Control Panel interface, or press E to activate the hot keys for buttons
on the ribbon.
Create
N
View Detail
V
Edit
E
Delete
Close
D
X
148
Function Name and Hot Key
OK
O
Cancel
C
Edit
E
Cancel
OK
Cancel
C
O
C
OK
Cancel
O
C
DocAve 6: Control Panel
Filter Policy
To access the Hot Key mode, in the Filter Policy interface, press the key combination of Ctrl +Alt + Z on
the keyboard, press P to go to the Control Panel interface, or press F to activate the Hot Key of the
buttons on the ribbon.
Function Name and Hot Key
OK
N
Cancel
Create
View Detail
N/A
Edit
E
Delete
Close
D
X
Edit
O
C
E
Cancel
OK
Cancel
C
O
C
OK
Cancel
O
C
Mapping Manager
To access the hot key mode in the Mapping Manager interface, press the Ctrl + Alt + Z key combination
on your keyboard, press P to go to the Control Panel interface, or press I to activate the hot keys for
buttons on the ribbon.
Domain
Mapping
User
Mapping
D
U
DocAve 6: Control Panel
Function name and Hot Key
N
Import
Export
Save
Cancel
View
V
Export
Details
Edit
Create
Edit
E
Delete
Export
Close
Create
R
P
X
N
I
E
S
B
p
E
Cancel
Import
Export
Save
Save As
Cancel
B
I
E
S
A
B
Import
Export
I
E
Import
Export
Save
Save As
Cancel
I
E
S
A
B
149
View
Details
Language
Mapping
Column
Mapping
150
L
N
Function name and Hot Key
Save
Cancel
V
Export
Edit
Edit
E
Delete
Export
Close
Create
R
P
X
N
View
Details
V
Edit
E
Delete
Export
Close
Create
R
P
X
N
View
Details
V
S
B
p
E
Cancel
Import
Export
Save
Save As
Cancel
B
I
E
S
A
B
Import
Export
Save
Cancel
Export
Edit
I
E
S
B
p
E
Cancel
Import
Export
Save
Save As
Cancel
B
I
E
S
A
B
Import
Export
Save
Cancel
Export
Edit
I
E
S
B
p
E
Import
Export
Save
Save As
Cancel
I
E
S
A
B
Import
Export
Save
Save As
Cancel
I
E
S
A
B
Import
Export
Save
Save As
I
E
S
A
DocAve 6: Control Panel
Function name and Hot Key
Content
Type
Mapping
Template
Mapping
O
T
Edit
E
Delete
Export
Close
Create
R
P
X
N
View
Details
V
Edit
E
Delete
Export
Close
Create
R
P
X
N
View
Details
V
Edit
DocAve 6: Control Panel
E
Cancel
Import
Export
Save
Save As
Cancel
B
I
E
S
A
B
Import
Export
Save
Cancel
Export
Edit
I
E
S
B
p
E
Cancel
Import
Export
Save
Save As
Cancel
B
I
E
S
A
B
Import
Export
Save
Cancel
Export
Edit
I
E
S
B
p
E
Cancel
Import
Export
Save
Save As
Cancel
B
I
E
S
A
B
Cancel
B
Import
Export
Save
Save As
Cancel
I
E
S
A
B
Import
Export
Save
Save As
Cancel
I
E
S
A
B
151
Group
Mapping
G
Delete
Export
Close
Create
View
Details
152
Function name and Hot Key
R
P
X
N
Import
Export
Save
Cancel
V
Export
Edit
Edit
E
Delete
Export
Close
R
P
X
Cancel
Import
Export
Save
Save As
Cancel
I
E
S
B
p
E
B
I
E
S
A
B
Import
Export
Save
Save As
Cancel
I
E
S
A
B
DocAve 6: Control Panel
Index
+, 12, 14, 21, 26, 27, 28, 30, 40, 41, 43, 46, 62, 75, 77, 100, 103, 105, 107, 109, 113, 114, 115, 117
Access Key ID, 67
Access Mode, 68, 71
Access Point, 67
Account is inactive, 18, 30, 32
Account Key, 67
Account Manager, 24
Account Name, 67
Activate, 13, 16, 32
Active Directory User/Group, 31
AD Integration, 21
AD User/Group Name, 31
Add, 21, 29, 31, 44, 50, 76, 78, 104, 106, 108, 120
Add a default destination user, 106
Add a place holder account to keep metadata even if the user no longer exists, 106
Add Cache Location, 12
Add Federation Trust, 24
Add Group, 27
Add Mapping Rules, 104, 105, 108
Add Schedule, 49
Add User, 30
Add user to a DocAve group, 30, 31, 32
Add User to Group, 29
ADFS Claim, 31
ADFS Integration, 22, 24
ADFS Issuer, 22
Advanced, 50, 120
Advanced If you want to keep your data by time, 79
After __ day(s), 32
Agent, 41, 42
Agent Groups, 43
Agent Monitor, 14
Agent(s) in Group, 44
All Physical Devices, 61
Amazon S3, 67
API Key, 67
Apply, 35
Archive Type, 80
AT&T Synaptic, 67
Authentication, 66
Authentication Manager, 20
Authentication Type, 20
Auto, 23
Automatically, 22
Back, 20, 21, 22, 23, 28, 29, 33, 35, 42, 44, 52, 59, 101, 104, 106, 108, 112, 114, 115, 116
DocAve 6: Control Panel
153
Back Up, 19
Backup Type, 79
Best, 69, 71
Browse, 17, 35, 41
Browse Name Icon, 29, 31
Bucket Name, 67
By day, 50
By hour, 50, 120
By month, 50
By week, 50
Calendar Icon, 32
Cancel, 12, 21, 23, 27, 29, 31, 32, 44, 47, 51, 62, 98, 100, 121
CDN Enabled, 67
Centera Cluster Address, 66
Change to the end user browser used language, 17
Check for Updates, 40
Check Name Icon, 31
Clear Filter, 21
Close, 13, 16, 17, 20, 24, 34, 51, 57, 61, 100, 103
Cloud Storage, 61
Cloud Type, 67
Cluster Name, 68
Column, 108
Communication, 65
Compress After(Days), 69, 71
Configure, 12, 14, 48
Configure the schedule myself, 49
Confirm password, 30
Confirm Password, 32
Container Name, 67
Contains, 22, 23
Control Panel, 8, 10
Control Panel icon, 10
Control Service, 51
CP Icon, 8
Create, 43, 62, 78, 99, 101, 105, 108, 110, 113, 115, 116
CSN Private Network IP, 68
Current Logon Account(s), 33
Customize settings if the user does not exist in destination, 106
Customized, 30
Date format, 17
Day, 36
Day __ of every __ month(s), 50, 120
Day(s), 19, 48, 49, 97
Deactivate, 13, 16, 33
Deactivate the account when the inactive period reaches:, 18
Debug, 52
Default, 30
154
DocAve 6: Control Panel
Delete, 13, 21, 26, 41, 44, 62, 76, 78, 98, 99, 100, 104, 106, 108, 118
Delete Group, 29
Delete the data, 79, 80
Delete User, 32
Deploy, 58, 59
Description, 26, 27, 28, 30, 46, 76, 78, 99, 101, 108, 110, 113, 115, 116
Destination Domain Name, 104
Destination Username, 105
Details, 59, 62, 75, 78
Device Type, 12
Disable, 21
Display … for all users, 17
Display Name in DocAve, 17
DocAve, 8, 10
Domain, 21
Domain Mapping, 103
Download, 41
Download the update for me, but let me choose when to install it, 39
DX Optimizer Compression, 69, 71
Edit, 21, 23, 26, 44, 47, 62, 76, 78, 99, 100, 101, 104, 105, 108, 109, 110, 113, 114, 115, 116, 117
Edit Group, 28
Edit User, 32
E-mail, 30
E-mail notification, 19, 36
EMC Atmos, 67
Enable, 21
Enable network security, 18
Enable Outgoing E-mail Server Settings, 45
Enable retention rule, 78
End after __ occurrence(s), 51, 121
End by __, 51, 121
Equals, 18
Error, 52
Export, 23, 35, 104, 105, 108, 109, 113, 114, 115, 116
Export Location, 98
Failed Logon Limitation, 18
Failed or Finished with Exception, 79
Farm, 44, 57
Fast, 69, 71
Federation Metadata Trust, 22
Filter icon, 12, 14, 21, 26, 27, 29, 30, 40, 42, 43, 46, 75, 77, 100, 107
Filter Policy, 100
Filter policy name, 101
Find, 31
Find Certificate, 22, 23
Find in:, 23
Find Name Icon, 31
Find Now, 22, 23
DocAve 6: Control Panel
155
Finish, 23
FTP,, 61
Full Token ID, 67
General Settings, 16
Global permission, 27
Group Name, 27, 28
Groups, 27
Hide Preview, 17
Host, 64
Hour(s), 18, 36
HTTP Proxy, 39
If the language does not change successfully, please select to use a default language, 17
Import, 35
Inactive Period, 18
Information, 52
Install, 41, 58
Install the update for all the managers below, 41
Integration Settings, 45
Interval, 36
Job Monitor, 48, 51
Keep partial backup data for jobs Stopped, 79
Keep the cycle(s) in __ __, 79
Keep the full backup(s) in __ __, 79
Keep the last __ __, 80
Keep the last __ cycle(s), 79
Keep the last __ full backup(s), 79
Keep the last__ Job(s), 48
Language Mapping, 107, 109, 112, 114, 115
Less than … %, 64, 66, 70, 74
Less than … MB, 64, 66, 70, 74
License Manager, 34
License Report, 35
List, 108
Local Path, 12
Local Proxy, 68, 71
Local User, 30
Locale(Location), 17
Location Password, 66
Location Username, 66
Log Manager, 51
Log Off, 33
Log Settings, 51
Logical Device, 75, 76, 77, 78
Logon will expire in, 18
Look in field:, 22, 23
Manage Passphrase, 19
Manage Updates, 40
Management Class, 65
156
DocAve 6: Control Panel
Manager, 41, 42
Manager Monitor, 11
Manu, 23
Manually, 22
Maximum, 18
Maximum User Session, 17
Media Service, 51
Minimum number of alpha, 18
Minimum number of numeric, 18
Minimum Password Length, 18
Minute(s), 18
Modify, 19
Month, 36
Month(s), 19, 48, 49, 81, 97
Move the data to logical device, 80, 81
Name, 24, 26, 63, 66, 76, 78, 99
Name and Description, 104, 105, 108, 110, 113, 115, 116
Name/Secret Authentication, 66
Negotiate(Kerberos), 20
Net Share, 61, 76
Never, 32
New Logical Device, 78
New password, 32
New Physical Device, 76
Next, 22, 23
No end date, 51, 121
No Proxy, 39
No Pruning, 48
No Schedule, 49
Node Name, 65
Node Password, 65
None, 69, 71
NTLM, 20
Number of Object Replicas, 68, 71
Office 365, 14
OK, 12, 13, 15, 19, 20, 21, 22, 23, 26, 28, 29, 31, 32, 37, 44, 49, 51, 52, 62, 64, 76, 77, 78, 98, 99, 100, 101,
118, 121
On __, 32, 50, 120
On day __ of __, 50, 120
On Premise, 14
Open, 17, 35, 41
Option 1, 23
Option 2, 23
Outgoing E-mail server (SMTP), 45
Overview, 44
Password, 12, 14, 21, 30, 38, 39, 63, 64, 99
Password cannot contain space, 19
Password cannot contain user ID, 19
DocAve 6: Control Panel
157
Password never expires, 30
Password on SMTP, 45
PEA files Authentication, 66
Permission for different farms, 27
Permission Level, 25
Physical Device, 61, 62, 64, 76
Please notify me of the new updates, but do nothing to the updates, 39
Popup message, 19
Popup message box when you login, 36
Port, 45, 64
Preview, 17
Primary DX CR Publisher, 68
Primary DX CR Publisher Port, 68
Proxy host, 39
Proxy port, 39
Prune Now, 48
RackSpace Cloud Files, 67
Refresh, 13
Relying Party Identifier, 22
Remind me starting from __ before license expires, 36
Remind me starting from __ before maintenance expires, 36
Remote CSN, 68, 71
Remote CSN Host, 68, 71
Remote CSN Port, 68, 71
Remove, 13, 16, 44
Remove all users associated with the selected domain(s), 21
Remove the job, 79, 80
Repair, 59
Report Service, 51
Restart, 13, 16
Restore to Default, 17
Restricted network, 18
Retract, 59
Retrieve Version, 59
Root Folder, 67
Rules, 48
Run every __ week(s), 50, 120
Save, 17, 35, 44, 45, 48, 104, 106, 108, 112, 114, 115, 116
Save As, 44
SCSP Proxy Host, 68, 71
SCSP Proxy Port, 68, 71
Search all pages, 12, 14, 21, 25, 27, 28, 30, 40, 41, 43, 45, 62, 75, 77, 100, 103, 105, 107, 109, 112, 114,
115, 117
Search current page, 12, 14, 21, 25, 27, 28, 30, 40, 41, 43, 45, 62, 75, 77, 100, 103, 105, 107, 109, 112,
114, 115, 117
Search Icon, 29
Secret, 66
Secret Access Key, 67
158
DocAve 6: Control Panel
Secure password authentication, 45
Security Information, 19
Security Settings, 17
Select, 22, 23
Select time below, 50, 120
Sender, 45
Server, 24
Server Address, 65
Server Port, 65
Settings, 36, 48, 49
Shared Secret, 67
SharePoint Agent, 51
Show Users(s), 28
Size of Each Log, 52
SOCKS5 Proxy, 39
Solution Manager, 57
Solution Properties, 59
Source Domain Name, 104
Source language, 108
Source Language, 108
Source Username, 105
Space Threshold, 64, 66, 70, 74
Specify production time: From __ to __, 50, 120
SSL authentication, 45
Start time, 51, 81, 97, 121
Stop, 22, 41
Storage Data, 77
Storage Index, 77
Storage Policy, 77, 78
Storage Region, 67
Storage type, 76
Target Default User, 106
Target language, 108
Target Language, 108
Target Place Holder, 106
Test, 64, 78
The __ __ of __, 50, 121
The __ __ of every __ month(s), 50, 121
Threshold, 12
Time format, 17
Total Log Count, 52
Trusted network, 18
TSM, 61
Turn off automatic updates, 39
Type, 108
UNC path, 38
UNC Path, 12, 99
Update Manager, 38
DocAve 6: Control Panel
159
Update Port, 39
Update Settings, 38
Upgrade, 59
URL, 24
Use the Net Share path as the update storage location, 38
User cannot change password, 30
User Mapping, 104
User must change password at next logon, 30
User Notification Settings, 45
User Type, 30
Username, 12, 14, 21, 30, 38, 39, 63, 64, 67, 99
Username on SMTP, 45
Users, 30
Validation Test, 21, 38, 45, 64, 65, 66, 68, 70, 99
View, 47, 104, 108, 109, 113, 114, 116
View Details, 13, 15, 40, 42, 99, 117
View History, 40, 41
Warning, 52
Week, 36
Week(s), 48, 49, 97
Windows Authentication, 20
Windows Azure Storage, 67
Windows User/Group, 31
Windows User/Group Name, 31
With Remost D/R Cluster, 68, 69, 71, 72
X, 23, 24, 77
160
DocAve 6: Control Panel
Notices and Copyright Information
Notice
The materials contained in this publication are owned or provided by AvePoint, Inc. and are the property
of AvePoint or its licensors, and are protected by copyright, trademark and other intellectual property
laws. No trademark or copyright notice in this publication may be removed or altered in any way.
Copyright
Copyright © 2012-2013 AvePoint, Inc. All rights reserved. All materials contained in this publication are
protected by United States copyright law and no part of this publication may be reproduced, modified,
displayed, stored in a retrieval system, or transmitted in any form or by any means, electronic,
mechanical, photocopying, recording or otherwise, without the prior written consent of AvePoint, 3
Second Street, Jersey City, NJ 07311, USA or, in the case of materials in this publication owned by third
parties, without such third party’s consent.
Trademarks
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®
AvePoint , DocAve , the AvePoint logo, and the AvePoint Pyramid logo are registered trademarks of
AvePoint, Inc. with the United States Patent and Trademark Office. These registered trademarks, along
with all other trademarks of AvePoint used in this publication are the exclusive property of AvePoint and
may not be used without prior written consent.
Microsoft, MS-DOS, Internet Explorer, Microsoft Office SharePoint Servers 2007/2010/2013, SharePoint
Portal Server 2003, Windows SharePoint Services, Windows SQL server, and Windows are either
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All other trademarks contained in this publication are the property of their respective owners and may
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Changes
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While reasonable efforts have been made in the preparation of this publication to ensure its accuracy,
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DocAve 6: Control Panel
161
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