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.
β Important
Any changes made to a profile take effect in the next backup cycle.
Procedure
To update a profile:
From the Endpoints/ Microsoft 365/ Google Workspace console, go to Profiles.
Select the profile you want to update and go to the Profile details page.
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 |
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Profile name | Enter the new name for the profile. π Note
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Max. # users | Select one of the following options:
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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 |
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Allow restore from a web browser | Select this checkbox to enable users to access inSync Web. |
Login using | Update one of the following login options:
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 |
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Allow admin access to user backup data | Select this checkbox to access the inSync Client logs from user devices, especially for remote users, to analyze and troubleshoot issues. |
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
β 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 |
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Allow admin access to logs | Select this checkbox to access the inSync Client logs from user devices, especially for remote users, to analyze and troubleshoot issues. |
Allow users to edit Logs Privacy settings | Select this checkbox to allow users to edit the logs privacy settings. π Note |
In the Data Preservation & Alert section update the below field.
Data Preservation & Alert |
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Auto delete preserved users | Select this checkbox to set the duration to automatically delete the preserved users after a particular duration. π Note
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Backup Inactivity Alert |
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Alert if the user's data is not backed up for | Set the User Backup Inactivity alert if the user's data sources have not been 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.
In the Laptops & Desktop section, select the folders for backup and specify the file type for inclusion and exclusion for backup.
Laptops & Desktops |
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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 | Select the folders that you want to back up. You can select the folders for each operating system. β Important
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. π Note |
In the Backup Schedule & Retention section, set the backup schedule and retention period for Laptops/ desktops.
Laptops/Desktops |
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Backup Every | Update the time interval for scheduled backups that trigger automatically on user devices as per the set frequency. π Note |
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 π Note
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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:
π Note |
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). π Note |
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. π Note |
Retention |
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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. π Note |
Retain monthly backups for | Set this duration in months to retain all the monthly backups. π Note For more information about the retention policy, see Configure the backup retention policy. |
Data Lock |
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Enable Data Lock | Enable this option to:
For more information, see Data Lock. π Note
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Resource Settings |
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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). π Note |
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 |
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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. π Note |
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. π Note Note: Value for max number of devices should be between 1 and 100000. |
Backup Content |
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Add backup folders | Select this checkbox to allow users to add additional folders for backup. |
Backup Resource |
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Modify backup resources | Select this checkbox if you want to allow users to modify the Max Bandwidth and CPU Priority values. π Note |
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. π Note |
Edit proxy settings | Select this checkbox to allow users to update proxy settings. π Note |
Device Settings for Users |
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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). π Note |
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 |
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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 |
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/Desktops
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:
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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. π Note 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. |
βββSaaS Apps
To start configuring backup and retention settings for SaaS Apps, Enable SaaS Apps Backup.
β Important
You can view and configure settings only for those SaaS Apps for which you have purchased a license and configured it in inSync. To purchase a license, contact your Account Manager or Druva Support.
Configure Backup settings for Microsoft 365 Apps
You can configure the settings for the following user apps:
Exchange Online
OneDrive
β Important
Other supported Microsoft 365 apps like SharePoint Online, Teams, Groups, and so on, do not require a Profile to be configured. You can configure the backup settings at the App level while configuring it to protect in inSync. For more information, see Protect Microsoft 365 Apps.
Exchange Online
Configure settings for Exchange Online
Click the slider to Enable Exchange Online backup.
β Important
In-Place Archive for Exchange Online is also backed up if Exchange Online is selected.
(Optional) If you want to Exclude Paths and Folders while backing up data, type the folder name or relative path to the folders that you want to exclude from backups.
β
Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
βExample: Let's assumeyou have the following folder in your Exchange Online:Inbox/Mails
/Templates
You specify Inbox/Mails ;Templates in the Exclude Paths field. Now, during the backup operation, inSync excludes Inbox/Mails and Templates from getting backed up.
β Important
Avoid using ':&' when specifying the path. for exclusion.
2. (Optional) If you want to backup the Exchange Online 'Recoverable Items' folder, which keeps the deleted emails, contacts, and calendar items in the Deletions and Purges items, select the Backup Recoverable Items checkbox. This enables administrators and users to restore or download data caused by accidental or malicious deletion.
OneDrive
Configure settings for OneDrive
Click the slider to Enable OneDrive backup.
(Optional) You can exclude specific files and specific file and folder paths from backup.
Exclude File Types - If you do not want inSync certain file types, select and enter those in Exclude File Types. If you are looking for a specific file type and if it does not appear in the standard list, type the file extension in the adjacent box.
Exclude Paths - Type the file or folder name or relative path to the files and folders that you want to exclude from backups in Exclude Paths. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Let's assumeyou have the following folders in your OneDrive:
/Druva/Templates/Paths.txt
Druva/Paths.txt
You specify Paths.txt in the Exclude Paths field. Now, during the backup operation, inSync excludes Paths.txt from the folders β/Druva/Templates/Paths.txtβ and β/Druva/Paths.txtβ from getting backed up
By default, backup of Teams Meeting Recordings (TMR) is excluded. Microsoft stores the Teams Meeting Recordings (TMR) in OneDrive and SharePoint. To ensure better backup speed, all files from the default folder path of Teams Meeting Recordings are excluded from the backups by default. To backup Teams Meeting Recordings (TMR), clear the check box.
Configure Backup Settings for Google Workspace Apps
If you have a Google Workspace license, you can configure the settings for the following user apps:
Gmail
Google Drive
β Important
Shared Drive does not require a Profile to be configured. You can configure the backup settings while configuring Google Workspace for data protection in inSync. For more information, see Protect Google Workspace Apps.
Gmail
Configure settings for Gmail
Click the slider to Enable Gmail backup.
(Optional) You can exclude specific files and specific file and folder paths from backup. Type the folder name or relative path to the folders that you want to exclude from backups in Exclude Paths. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Example: Ifyou have the following folder in your Gmail:
Inbox/Mails
/Templates
You specify Inbox/Mails ;Templates in the Exclude Paths field. Now, during the backup operation, inSync excludes Inbox/Mails and Templates from getting backed up.
π Note
Avoid using ':&' when specifying the path. for exclusion.
Google Drive
Configure settings for Google Drive
Click the slider to Enable Google Drive backup.
(Optional) You can exclude specific files and specific file and folder paths from backup.
Exclude File Types - If you do not want inSync certain file types, select and enter those in Exclude File Types. If you are looking for a specific file type and if it does not appear in the standard list, type the file extension in the adjacent box.
Exclude Paths - Type the file or folder name or relative path to the files and folders that you want to exclude from backups in Exclude Paths. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Let's assumeyou have the following folders in your Google Drive:
/Druva/Templates/Paths.txt
/Druva/Paths.txt
You specify Paths.txt in the Exclude Paths field. Now, during the backup operation, inSync excludes Paths.txt from the folders β/Druva/Templates/Paths.txtβ and β/Druva/Paths.txtβ from getting backed up.
Backup shared data owned by other users: Select this checkbox if you want to backup all the Google Drive users' data (owner's data and data shared by other users).
β Important
Selecting the Backup shared data owned by other users checkbox might slower your incremental backups. For faster backup and restore, it is recommended to deselect this checkbox. For existing administrators, this checkbox is selected by default. You have to manually deselect this option.
Backup Schedule & Retention
Configure Backup Schedule & Retention settings
Field | Action |
Backup Schedule |
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Backup every | Select how frequently you want inSync to back up SaaS Apps data. By default, inSync performs the backup operation once a day. For more information, see Define the backup interval for SaaS Apps. |
Data Retention for files |
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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, it will delete the backup data from the storage on January 10. |
Retain Weekly Snapshots For | Set the duration in weeks to retain all the weekly backups. π Note The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday. |
Retain Monthly Snapshots For | Set this duration in months to retain all the monthly backups.
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. π Note The monthly backup is the last backup in a calendar month. |
Data Retention for Emails |
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Apply files data retention settings for emails | Select this option if you want to apply the files' data retention settings for Microsoft 365 Exchange Online and Gmail snapshots.
inSync retains the email backed-up snapshots within the storage as per the configured daily, weekly, and monthly retention period settings for files.
For example, if you specify that you want to retain all backups for 5 days and inSync completed the backup operation on January 6, 2019. inSync retains the email backed-up snapshots till January 11, 2019.
For more information about retention policy, see Configure the backup retention policy. |
Delete emails older than | β Important
Select and type the number of months up to which you want inSync to retain all backed up emails within Exchange Online and Gmail snapshots.
For example, if you type 6, inSync will retain all emails across all snapshots whose sent or received timestamp is less than 6 months old.
By default, inSync retains emails for 84 months.
Emails are retained based on the emailβs event date and timestamp. The maximum retention period that you can specify is 250 months and the minimum is 1 month. Type zero (0) for unlimited retention of emails.
For more information about retention policy, see Configure the backup retention policy.
π Note Data retention settings for files and emails do not apply in the following scenarios:
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Data Lock |
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Enable Data Lock | π Note Only Druva Cloud Administrators can enable the Data Lock feature. Enable Data Lock: Select the Enable Data Lock option to enable the data lock to prevent the snapshots from any accidental or malicious deletion.
After the profile is enabled with the Data Lock feature, you will see the data lock icon next to the profile on Manage Profile page. When you hover over the icon, a message stating Data Lock is enabled appears. For more information, see Data Lock. π Note Once you enable a profile with the Data Lock feature, you cannot:
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Global Exclusions
Configure Global Exclusions
You can create a global exclusion list for file types, file names, and folders that you want to exclude from inSync backups. inSync excludes the files types that you specify in the global exclude list irrespective of the filters set at the folder level by the administrator or the user. For example, if you do not want inSync to back up .mpg files from user account, you must add .mpg to the global exclude list.
For more information on how you can configure the global exclude list, see Configure a global exclusion list for files and folders.
In the Exclude File Types box, type the file types that you want to exclude from the backup. The file extensions are automatically added to the adjacent field. If you want to remove a file type, click the file type.
π Note
Exclusions of file types are supported for OneDrive and Google Drive only.
In the Exclude Paths and Folders box, type the file or folder name or relative path to the files and folders that you want to exclude from backups. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
β Important
For Gmail and Exchange Online, only folder name or relative paths are supported for Exclude Paths. For example, Birthdays;United States holidays;Calendar
For Google Drive and OneDrive, folder or file name or relative paths are supported for Exclude Paths. For example, /Druva/Templates/Paths.txt;Templates