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Update a profile
Updated over a week ago

License editions: To understand the applicable license editions, see Plans & Pricing.

Overview

A Druva Cloud administrator and a Cloud administrator can update an existing profile any time. If you are a profile administrator, you can update the profiles for which you have access control.


❗ Important

Any changes made to a profile take effect in the next backup cycle.


Procedure

To update a profile

  1. On the Endpoints console, click Profiles.

  2. Select the profile you want to update and go to the Profile details page.

  3. Go to the Edit button at the top right, select the section you want to update (General / Endpoints), and click Save.

General

In the Summary section, update the profile name user limit and description for the Profile.

Summary

Profile name

Enter the new name for the profile.


πŸ“ Note

  • Only Druva Cloud, Cloud and Profile administrator can edit the profile name.

  • The new profile name must be unique as duplicate names are not accepted.


Max. # users

Select one of the following options:

  • Unlimited - To assign unlimited users for a profile

  • Set Limit - To assign a user limit between 1 to 100000 for a profile

Description

Enter a description for the profile to assist the administrators in identifying the configuration parameters for the users assigned to the profile.

In the User privacy & Access section update below fields.

Access Policy

Allow restore from web browser

Select this checkbox to enable users to access inSync Web.

Allow access from mobile device

Select this checkbox to allow users to access backed-up data through mobile devices.

Allow users to log on only through the MDM-managed app

Select this checkbox to allow users to access backed-up data through mobile devices.

Allow users to log in only through the MDM-managed app

Enforce PIN for mobile access

Select this checkbox to make a four-digit security code mandatory for users to open Druva Mobile App.

Login using

Update one of the following login options:

  • inSync Password: If you want users to log in with a password.

  • AD/LDAP Account: If you want users to use their AD/LDAP username and password. Once opted, the Select AD/LDAP Server field appears. Select the IP address or the fully qualified domain name (FQDN) that contains the AD or LDAP server.

  • Single Sign-On: If you want users to log in using Single Sign-On.

Note: Single Sign-On (SSO) option is available only if SSO is configured in inSync. To configure SSO, see Configure inSync for SSO.

Backup Data Privacy Settings

Allow admin access to user backup data

Select this checkbox to access the inSync Client logs from user devices to analyze and troubleshoot the issues, especially for remote users.

Allow users to edit Backup Data Privacy settings

Select this checkbox to allow users to edit the data privacy settings. If you allow users to edit data privacy settings, users can restrict administrators to

  • View or download user data.

  • Perform data restores.

  • Perform a search for user data.

  • View user audit trail activities, such as files and folder names that users have restored or downloaded.

  • Download data that users share with others. However, administrators can view the share activities for the users irrespective of the privacy settings.


❗ Important

Clear this check box if you do not want users to restrict the administrator to view/download the user backup data through inSync Client.


Logs Privacy Settings

Allow admin access to logs

Select this checkbox to access the inSync Client logs from user devices to analyze and troubleshoot the issues, especially for remote users.

Allow users to edit Logs Privacy settings

Select this checkbox to allow users to edit the logs privacy settings.


πŸ“ Note
​By selecting this checkbox, users can restrict administrators from downloading log files.


In the Data Preservation & Alert section update the below field.

Data Preservation & Alert

Auto delete preserved users

Select this checkbox to set the duration to automatically delete the preserved users after a particular duration.


πŸ“ Note

  • Once the user is auto-deleted, the backed-up data of that user is also deleted from inSync. You cannot recover this deleted data.

  • User data retention or deletion is based on the backup retention policy you have defined through profiles.

  • If a preserved user is under Legal Hold, the user will not be deleted.


Backup Inactivity Alert

Alert if the user's data is not backed up for

Set the User Backup Inactivity alert if the user's data sources are not connected to the inSync Cloud for a certain period.

Endpoints

The following table describes the fields in the Endpoints section to update a Profile. Update the required fields and click Save.

Inthe Laptops & Desktop section, select the folders for backup and specify the file type for inclusion and exclusion for backup.

Laptops & Desktops

Windows/Mac/Linux

Update the configuration for the profile based on the operating systems. inSync provides data protection across Windows, Mac, and Linux operating systems.

As applicable, click on the Windows, Mac, and Linux platforms for which you want to configure the folders for backup.

If you are configuring files and folders for backup on macOS Mojave (version 10.14), see Configuration guidelines on macOS Mojave.

Add Folders to backup up

Select the folders that you want to back up. You can select the folders for each operating system.


❗ Important

  • Druva does not back up all drives which use non-NTFS file systems. To back up the drives which use the non-NTFS file system, you must configure the drives individually in the profile.

  • Select All Drives for backup when you are not sure about the location of the files that you want to backup on user devices.


To configure specific folders for backup on user devices, see Configure folders for backup.

Exclude from Automated Restore

Select this checkbox to exclude from auto-restore triggered during a device replace. This accelerates the device replacement process and helps users quickly get started.


πŸ“ Note
​ This feature is available on request. Contact Support to enable this feature for your account.


In the Smartphones/Tablets section, select the folders for backup and specify the file type for inclusion and exclusion for backup.

Smartphones/Tablets

Enable Mobile Backup

Enable this option if you want to backup and restore mobile device data. This checkbox appears only if you select the Allow access from mobile devices checkbox in General settings.


πŸ“ Note
​Due to Android OS limitations, inSync no longer backups the App Settings for Android devices.


For more information on how you can select mandatory folders for backup, see Select mandatory folders for backup and Mandate SD card backup on mobile devices.

Add Folders to backup up

Select the folders that you want to back up. You can select the folders for both Android/iOS operating systems.


πŸ“ Note
​Druva does not back up all drives which use non-NTFS file systems. To back up the drives which use the non-NTFS file system, you must configure the drives individually in the profile.


To configure specific folders for backup on user devices, see Configure folders for backup.

In the Backup Schedule & Retention section, set the backup schedule and retention period for Laptops/ desktops and mobile devices.

Laptops/Desktops

Backup Every

Update the time interval for scheduled backups that trigger automatically on user devices as per the set frequency.


πŸ“ Note
​The time in this list indicates the interval between two consecutive backups. For example, if the frequency for backups is 4 hours and a backup ends at 10:07 A.M., the next backup starts at 2:07 P.M.


Preferred backup window

Set the preferred time frame within which the data backup from user devices starts.

Scheduled backups will be triggered on the user devices as per the selected backup frequency. Any backup triggered during this period will continue till completion, even if it is past the end time. If you do not want any restriction on triggering a scheduled backup, type the same start time and end time. Example:12:00 AM - 12:00 AM


πŸ“ Note

  • If the Blackout window is configured for a profile, an ongoing scheduled backup will automatically pause if the ongoing backup enters into the Blackout window duration. And the backup will remain in a paused state until the Blackout window duration is complete.

  • The scheduled backup will automatically resume when the Blackout window duration is complete.

  • Users can resume a paused backup if the backup has paused due to the Blackout window.

  • inSync follows the time zone of the user device if theUse admin time zonecheck box is not selected.


Blackout window

Set the preferred timeframe within which you do not want the auto-scheduled backup to trigger.

If you do not want to apply this restriction, set the same start time and end time.

For example: 12:00 AM - 12:00 AM.

User devices are backed up based on the following criteria if you define the Blackout window duration:

  • An ongoing scheduled backup will automatically pause if the ongoing backup enters into the Blackout window duration. And the backup will remain in a paused state until the Blackout window duration is complete.

  • Users can resume a paused backup if the backup has paused due to the Blackout window.

  • The scheduled backup will automatically resume when the Blackout window duration is complete.


πŸ“ Note
​inSync follows the time zone of the user device if Use admin time zone field is not selected.


Use admin time zone

Select this checkbox if you want to synchronize device backups to your time zone.

Example: If the administrator's time zone, who updated the profile, is New York (EDT) and the backup schedule time is at 08:00 A.M., backups will start from 05:00 AM for user devices in Los Angeles (PDT).


πŸ“ Note
​If you select this check box, the configuration that you specify in the following preferred backup window and blackout window fields act accordingly to your time zone.


Backup at logoff/shutdown

Select this checkbox, if you want to backup device data every time when a user attempts to log off/shut down the device and ensure data backup.


πŸ“ Note
​This option is applicable only for Windows.


Smartphones/Tablets

Backup Every

Set the time interval for scheduled backups that trigger automatically on user devices as per the set frequency.

This option appears when you select the Enable mobile backup checkbox in the General section. By default, the backup operation is scheduled for every 8 hours.

For more information about how you can update this permission, see Define the mobile backup interval.

Use data network in the absence of Wi-Fi

Select this option if you want to back up using cellular data in case Wi-Fi network is not available.

Retention

Retain all

Snapshots for

Set the duration in days to retain all the daily backups.

Example:If you set the duration to retain snapshots for five days and the backup is completed on January 5, then it will delete the backup data from the storage on January 10.

For more information about the retention policy, see Configure the backup retention policy.

Retain Weekly

Snapshots for

Set the duration in weeks to retain all the weekly backups.


πŸ“ Note
​The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday.


Retain monthly backups for

Set this duration in months to retain all the monthly backups.


πŸ“ Note
​The monthly backup is the last backup in a calendar month.


For more information about the retention policy, see Configure the backup retention policy.

Data Lock

Enable Data Lock

Enable this option to:

  • Protects the backed-up data from rogue admin threats.

  • Ensure that the data cannot be deleted, modified, or encrypt the snapshots once you enable the Data Lock.

For more information, see Data Lock.


πŸ“ Note
​ Once you enable a profile with Data Lock, you cannot:

  • Disable the Data Lock setting.

  • Delete the snapshots, users, and devices associated with the profile.

  • Edit the retention period.

  • Change profile of users.

  • Remove license of users.


Resource Settings

Max bandwidth [WAN]

Enter the maximum network bandwidth that the user devices can consume while backing up data over WAN.

You can indicate the maximum bandwidth in absolute terms or as a percentage of the total available bandwidth. If you do not want to set any restriction on bandwidth consumption, type 0 (zero).


πŸ“ Note
​​inSync requires a minimum bandwidth of 128 Kbps for backups over WAN. If you set the bandwidth as a percentage value, ensure that the maximum WAN bandwidth is not less than 128 Kbps.


CPU Priority

Select the priority that you want to assign to inSync, on the user devices. We recommend that you set CPU priority to an optimal value. Assigning a higher CPU priority may affect the performance of other applications on the user's device. Assigning a lower CPU priority might increase the time required for backup by inSync, on the user device. We recommend that you set CPU priority to an optimal value.

In the User Settings section, update the user Backup Settings, Backup Content and Backup Resource, Device setting, and Notification settings.

Backup Settings

Change backup schedule

Select this checkbox to allow users to modify the pre-defined backup schedule set by the Profile administrators.

Change blackout window

Select this checkbox to allow users to modify the blackout window period as per their preference.

Pause backup

Select this checkbox to allow users to pause a scheduled backup that is in progress.

Cancel backup

Select this checkbox to allow users to cancel an ongoing backup that is in progress.


πŸ“ Note
​The backup will trigger automatically on the next backup interval.


Allow users to add devices

Select this checkbox to allow users to activate inSync on their devices. Set the number of devices you select Allow users to add devices checkbox.

Example: If you enter 2, the user will be able to activate inSync on a maximum of 2 devices.

If you do not select this checkbox, you must activate inSync for all users.


πŸ“ Note
​This setting is not applicable for mobile device activation.


Backup Content

Add backup folders

Select this checkbox to allow users to add additional folders for backup.

Backup Resource

Modify backup resources

Select this checkbox if you want to allow users to modify the Max Bandwidth and CPU Priority values.


πŸ“ Note
​After a user configures these settings, you cannot change these settings.


Opt out of networks for backup

Select this checkbox if you want to allow users to block specific networks from backing up data.

Example: Allow users to block backups on data card, personal mobile hotspots, or Mi-Fi devices during traveling to minimize the personal hotspot or Mi-Fi data usage and costs.


πŸ“ Note
​ Users will be able to opt out of networks with subnet mask of 24 bit or more only.


Edit proxy settings

Select this checkbox to allow users to update proxy settings.


πŸ“ Note
​This will enable users to connect to inSync Server directly in case the user relocates to a different business unit from where inSync Client cannot connect to inSync Server directly.


Device Settings for Users

Quota per user

Set the user quota for device backup of each user assigned to the profile.

Example: If you set this to 1000 GB, inSync will back up user data for up to 1000 GB.

If you do not want to set any restriction on the data size, type 0 (zero).


πŸ“ Note
​If the size of the files in the backup exceeds the assigned quota, the backup will fail.


Mark device inactive if it does not connect for

Set the duration in days after which the device is marked as inactive when not connected to inSync Cloud.

Auto-delete inactive devices

Select this check box to delete inactive devices automatically.

Set the number of days after which the inactive devices are deleted.

Once the device is deleted, the backed-up data of that device will not be available for download or restore.

Agent and User Notification Settings

Show inSync icon in system tray

Select this checkbox for the Sync icon to appear in the system tray of the user devices.

If enabled, the users can view the various statuses of inSync on the system tray such as connection, backup, restore, etc.

Allow users to modify notification settings

Select this checkbox to allow users to select or deselect the type of notifications they prefer to see on their devices.

Notifications shown on devices

  • Critical

  • High

  • Warning

  • Informative

You can choose the type of inSync notifications you want to display on the user devices. For more information, see Enable inSync notifications.

In the Data Loss Prevention section,configure the settings for Laptops and smartphones.

Allow auto-delete

Select this checkbox to automatically delete data from the backup folders for the devices that do not connect with inSync Cloud for a specific number of days.

Alert if device does not connect for

Set the duration in days to send an alert if the user device is not connected to inSync Cloud.

This box appears only after you select the Allow Auto delete checkbox.

Delete folders/data if device does not connect for

Set the duration in days to delete the data from the backup folder automatically from the user device if the device is not connected to inSync Cloud for a specific number of days.

This box appears only after you select the Allow Auto delete checkbox.

Enable encryption

Select the encryption as applicable:

  • All Folders: If you want to encrypt all the backup folders.

  • Admin Configured Folder: If you want to encrypt folders that administrators include in the backup.

  • Disabled: If you do not want to disable encryption.

DLP for Smartphones and Tablets

Allow offline access to files

Select this checkbox to allow users to access their favorite files while they are in offline mode.

Enable encryption for Android

Select this checkbox to encrypt the data in the backup folders of the user's Android device.

Remote device deactivation

Select an option from the list as applicable:

Optional: If you want users to decide if they want to enable device deactivation.

Mandatory: If you want to make it mandatory for users to enable device deactivation.

Allow other iOS apps to access content

Select this checkbox to back up data using other apps on an iOS device.

In the Global Exclusions section, select the file extension and file patch that needs to be excluded for backup.

File Type

Enter the specific file type that you want to exclude during the backup. The file extensions are automatically added to the adjacent field.

To remove a file type, click the file type.


πŸ“ Note
​If you have the same file type in the Include Files and Exclude Files box, that file type is excluded from backups.​​​​​


For the list of file types that are by default excluded from backup, see Defined file types for backup.

Path and folder

Enter the path to the files and folders that you want to exclude from backups.

Example: C:\Program Files\Microsoft\Data

Regular Expressions (for File Types, Paths, and Folders to be excluded)

Enter the files and folders using regular expressions to exclude from the backup operation.
For more information see Configure the global exclude list.

​Configuration guidelines on macOS Mojave

Locations that display a prompt


❗ Important

The macOS Mojave (version 10.14) has a User Data Protection feature, which displays an authorization prompt when inSync Client tries to access the following locations if configured for backup:


  • Location Services

  • Contacts ~/Library/Application Support/Address Book

  • Calendars ~/Library/Calendars

  • Reminders ~/Library/Calendars

  • Photos ~/Pictures/Photos Library.photoslibrary

If you want inSync to back up the locations but do not want the macOS Mojave to display the permission prompts to the users, you can pre-configure the authorization to inSync via MDM (Mobile Device Management) which is used in your organization. Druva also recommends educating the inSync Client users of your organization to pre-approve inSync by adding it to Full Disk Access in System Preferences > Security and Privacy pane for a seamless backup experience.

If you do not want inSync to backup the mentioned locations, you must configure these locations in the Global Exclude list, defined at Profile level. inSync skips the locations mentioned in the Global Exclude list while backing up user data. For more information, see Configure the global exclude list.

inSync Client v6.1.1

inSync Client v6.1.1 supports macOS Mojave (version 10.14).


❗ Important

  • Druva recommends that you upgrade the inSync Client to v6.1.1 before upgrading user devices to macOS Mojave.

  • If inSync Client users do not take any action on the prompts, inSync will pause the ongoing backup and it will remain in that state until the user takes an action.


For inSync Client v6.1.0 and earlier:

inSync Client v6.1.0 and earlier, running on macOS Mojave will skip the backup of the mentioned locations, even if they are configured for backup. Administrators must upgrade user devices running on macOS Mojave to inSync Client v6.1.1 or later to successfully backup the mentioned locations.

Locations that do not display a prompt

For inSync Client v6.1.1:

inSync Client will skip the following configured locations by default while performing the backup if it does not have the required access permissions:

  • Mail

  • Messages

  • Safari Browsing History

  • HTTP Cookies

  • Call History

  • iTunes Backups

  • Time Machine Backups

Druva recommends educating the inSync Client users of your organization to pre-approve inSync access to the configured locations. To learn more, refer to inSync Client changes for macOS Mojave (version 10.14).

For inSync Client v6.1.0 and earlier:

inSync Client v6.1.0 and earlier, running on macOS Mojave will skip the backup of the mentioned locations, even if they are configured for backup. Administrators must upgrade user devices running on macOS Mojave to inSync Client v6.1.1 or later to successfully backup the mentioned locations.

See also

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