Configuring a DS-Client account

For each customer account, you must create a DS-Client account and then send the DS-Client number to the customer. For more information, see: “Exporting DS-Client registration information”.

NOTE: This procedure describes the pages in the New DS-Client Wizard, which correspond to the tabs in the Modify DS-Client dialog box.

1. On the Customers tab, select the customer for which you want to create a new DS-Client account.

• To allow connections from specific IP address(es), select Specific IP Address(es).

• To modify a DS-Client connection, select the connection, and then click Modify.

To specify a single IP address, select Single IP, type the IP address, and then click OK. To specify a range of IP addresses, select IP Range, type the IP addresses, and then click OK.

NOTE: To remove a DS-Client connection, select the connection, and then click Remove.

b) To require the DS-Client to be registered with the DS-System before backups can be performed, select the Requires Registration check box.

a) Select the features you want to enable for the DS-Client. Your options are as follows:

• DS-Recovery Tools – Enables the DS-Client to use the DS-Recovery Tools to perform item level backup and restore of Microsoft Outlook, Microsoft Exchange, and Microsoft SharePoint.

• Local Storage – Enables the DS-Client to keep the latest generation of the online data in local storage of a backup at the customer’s DS-Client site.

• Disc/Tape – Enables DS-Client users to request a disc/tape backup of their data.

• Antimalware/CDR – Enables the DS-Client to scan File system or Microsoft 365 backups for malware and/or scan File System backups for potentially malicious or unauthorized content based on predefined policies during the backup and restore process.

• Snapshot Manager – Enables the DS-Client to use the Snapshot Manager feature to perform snapshot transfers.

• Disable Common Files – Enables DS-Client users to exclude backup files from common file storage reduction.

• Backup Life Cycle Management – Enables the DS-Client to use the BLM Archiver feature to archive data. If you select this tool, you must define at least one BLM billing scale.

b) In the Local-Only Capacity box, select the method you want to use to measure capacity, and then enter a value. This allows the data of a designated backup to be retained only in local storage at the customer’s site. Your options are as follows:

• Protected Size – This is the original size of the data that is backed up to the DS-System, BLM Archiver, or Local-Only storage.

• Stored Size – This is the actual size occupied by files on the DS-System, BLM Archiver, or Local-Only storage.

• Native Size – This is the original size of the latest generation of all backed up files. It is the restorable size, including files deleted from source.

c) In the Local DS-VDR Count box, enter a value for the total Local DS-VDR count that has been allocated to the DS-Client. The allocated count is reduced by one for each virtual machine that is cloned.

d) In the Remote DS-VDR Count box, enter a value for the total Remote DS-VDR count that has been allocated to the DS-Client. The allocated count is reduced by one for each backup that is configured to use the Remote DS-VDR feature.

1. Beside VM Replication Capacity, specify if you want the capacity to be unlimited or enter the capacity amount.

2. Beside VM Replication Count, specify if you want the count to be unlimited or enter the number of replicated virtual machines.

a) Under Bandwidth Throttle, select the bandwidth in the To DS-System box and in the From DS-System box. Your options are as follows:

NOTE: The parameter To DS-System limits the backup bandwidth of the DS-Client. The parameter From DS-System limits the restore bandwidth of the DS-Client.

• Limited to ... KB/sec – The backup or restore bandwidth is limited to the specified value.

• Scheduled – You can adjust the bandwidth throttle as per a schedule. For more information, see “Configuring a customer account”.

b) Under DS-Client Storage Quota, to configure DS-Client quota management, select the Enable DS-Client Quota Management check box.

d) In the Calculation method box, select a calculation method. Your options are as follows:

• Based on Protected Size – Original size of the data that is backed up to the DS-System, BLM Archiver, or Local-Only storage.

• Based on Stored Size – Actual size occupied by files on the DS-System, BLM, or Local-Only storage.

• Based on Native Size – Original size of the latest generation of all backed up files. This is the restorable size, including files deleted from source.

e) In the Stop Backup level box ... % over the quota box, enter a value at which DS-System will stop all backups for DS-Clients of the customer(s).

f) To send an email when specified warning levels are reached, select the Send E-mail when the following are reached check box, and then enter the values for the warning levels.

g) Under RLM Trial DS-Client, to classify the recovery activities of the DS-Client separately during the trial period, select the Trial DS-Client for restore activities check box. You can enable this option only when creating a new DS-Client.

a) Under DS-Client Report, to enable users to view the stored size in a Backup Sets Report, select the Show “stored size” in backup sets report check box.

b) Under Storage History Setting, in the History Interval box, select the interval at which the DS-System will record storage history information for the DS-Client.

NOTE: This information is used in the Storage Trend Report. More frequent intervals require more space in the DS-System database, but provide more precise storage trend information.

c) In the Storage Group box, select where the DS-System will save data that is backed up from the DS-Client. For information on how to configure a storage location, see “Configuring an extensible storage location”.

• To add a storage group, click [...] beside Storage Group, and then click Add. Type a name and description for the storage group in their corresponding boxes, click OK, and then click Close.

NOTE: To delete a storage group, select a storage group and then click Delete.

2. In the Email Address box, type the email address to which the DS-System will send notifications.

NOTE: When you enable two-factor authentication, only authorized users can delete a backup, backup data, or assign a retention rule to an existing backup while logged on to the DS-Client. Authorized users will be required to type an authentication code that the DS-System generates. If you disable two-factor authentication, you must type your current DS-Operator log on password in the Password box that appears

e) In the Description box, type the descriptive text you want to appear beside the DS-Client number on the Customers tab.

1. To specify the number of DS-Clients that can automatically register to use the mass deployment template, select the Auto-registration counter check box, and then specify the number of DS-Client accounts that can be created.

2. To include the computer name in the description of each DS-Client that registers to use the mass deployment template, select the Fill up description with DS-Client computer name check box.

NOTE: For more information on the DS-Client mass deployment template, see “Using a DS-Client mass deployment template”.

• To use the default DS-Client backup policy, select the Use Customer's default Backup Policy check box. For more information, see “Configuring a customer account”.

• To define a custom DS-Client backup policy, select the Define a Backup Policy for this DS-Client check box, and then click Edit. In the Edit DS-Client Backup Policy dialog box, type, copy and paste, or import the default backup policy text. For more information, see “Using a centrally managed backup policy”.