Configuring a customer account
You must create a new customer account for every new customer. From the customer account, you can then define DS-Client accounts.
NOTE: This procedure describes the pages in the New Customer Wizard, which correspond to the tabs in the Edit Customer Profile dialog box.
To create a customer account:
1. On the Customer menu, click New.
2. On the Customer profile info page, do the following:
a) In the Account # box, type an account ID number for the customer account.
b) In the Company box, type the name of the company for the customer account.
c) In the Contact box, type the name of the contact person for the customer account.
d) In the Email Address box, type the email address to which notifications will be sent for the customer account.
e) In the Storage Group box, select the storage group for the customer account. New DS-Clients automatically use this storage group. To configure a storage group, click [...], and then do one of the following:
• To add a storage group, click Add.
• To modify a storage group, select a storage group, and then click Edit.
• To update the list of storage groups, click Refresh.
NOTE: To delete a storage group, select a storage group, and then click Delete.
f) To share the customer account for replication, select the Share for replication check box.
g) To enable DS-Client users to view additional information about the stored size in the Backup Sets Report, select the Show “stored size” in Backup Sets report for all DS-Clients check box.
h) To apply a default backup policy for all the DS-Clients under the customer account, select the Enable a default Backup Policy for DS-Clients under this Account check box. To modify a DS-Client Backup Policy, click Edit, and then do one of the following:
• Type the text in XML format.
• Copy and paste the text from a valid config-update.xml file.
• Click Import, and then browse and select a valid config-update.xml file.
• To export the config-update.xml, click Export.
IMPORTANT: When you select this option, the DS-System takes control of the management of the DS-Client, the next time the DS-Client makes a connection.
i) Click Next.
3. On the Customer storage quota page, do the following:
a) To configure customer quota management, select the Enable Customer Quota management check box.
b) In the Quota box, enter the quota.
c) In the Calculation method box, select a calculation method. Your options are as follows:
• Based on Protected Size – Invoicing is based on the original size of the data that is backed up to the DS-System, BLM Archiver, or Local-Only storage.
• Based on Stored Size – Invoicing is based on the actual size occupied by files on the DS-System, BLM, or Local-Only storage.
• Based on Native Size – Invoicing is based on the original size of the latest generation of all backed up files. This is the restorable size, including files deleted from source.
d) In the Stop Backup level ... % over the quota box, enter a value at which DS-System will stop all backups for the customer(s).
e) To send an email notification when a percentage of the quota is consumed, select the Send E-mail when the following are reached check box, and enter the values for the warning levels.
f) Click Next.
4. On the Defaults for new DS-Clients page, do the following:
a) Under Default DS-Client 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 To DS-System parameter limits the backup bandwidth of the DS-Client. The From DS-System parameter limits the restore bandwidth of the DS-Client.
• Unlimited – The backup or restore bandwidth is not limited to any value.
• Limited to ... KB/sec – The backup or restore bandwidth is limited to the specified value.
NOTE: To modify the bandwidth settings for any DS-Client account, on the Customer menu, click Bandwidth Throttle. Select the check box beside each DS-Client account you want to configure.
b) Under Default DS-Client Storage Quota, select a quota. If you selected Unlimited, proceed to the next step.
NOTE: To modify the storage quota for a customer, select a customer. On the Customer menu, click Edit, and then click the Storage Quota tab.
c) If you selected Limited to, then beside Limited to enter a value.
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 ... % over the quota box, enter a value at which DS-System will stop all backups for 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) In the History Interval box, select the interval at which DS-System will record storage history information for the DS-Client.
h) Click Next.
5. On the LDAP server settings page, do the following:
a) To configure the LDAP server settings for the customer account, select the Enable LDAP integration check box.
b) Beside the LDAP server box, click [...], and then do one of the following:
• To add a LDAP server, click Add.
• To modify a LDAP server, select the LDAP server and then click Modify.
NOTE: To delete a LDAP server, select the LDAP server, and then click Delete.
c) In the IP address box, type the IP address of the LDAP server.
d) In the Port box, enter the port number the LDAP server will use to communicate with the DS-System. The default port is 389.
NOTE: Do not change the port number unless you have a specific requirement to do so.
e) In the Description box, type a description to help identify the LDAP server.
f) In the Authentication box, select how the DS-System sends the credentials to the LDAP server. Your options are as follows:
• To connect with the user name and domain, select Domain Account.
• To connect with the user name and domain using NTLM (Windows only), select NTLM.
• To connect using the distinguished name (DN), select Distinguished Name.
g) If you selected NTLM (Windows only) or Domain Account, do the following:
1. In the User name box, type the user account on the LDAP server. This account must be able to list all of the LDAP server users and their status.
2. In the User domain box, type the domain where the user account will be validated.
NOTE: These credentials are used to configure LDAP user validation in the DS-Client. Each DS-Client will have a separate user account on the LDAP server.
h) If you selected Distinguished Name, in the User DN box, type the distinguished name of the user. This is usually in the following format: cn=admin,cn=users,DC=domain,DC=company,DC=com
i) In the Password box, type the password for the user account.
j) In the Confirm password box, re-type the password for the user account.
k) To automatically push the LDAP server configuration to other DS-Systems of a replication group, select the Synchronize between DS-System Groups check box.
l) To verify the configuration with the LDAP server, click Verify.
m) Click Save.
n) Select the LDAP server you want to use, and then click Select.
6. Click Finish.