Buffalo LinkStation 400, LS410D0101, LS410D0201, LS410D0301, LS410D0401 User guide

...
LinkStation 400
User Manual
www.buffalotech.com
35013107-08
2014.12
Contents
Chapter 1 Getting Started .............................................5
Chapter 2 Configuration ................................................9
Getting Started ........................................................................................10
Opening Advanced Settings ........................................................ 12
Chapter 3 Sharing Files ............................................... 14
Adding Shared Folders ................................................................. 14
Adding Users ................................................................................. 15
Adding Groups .............................................................................. 16
Access Restrictions ........................................................................ 17
Local Users/Groups .................................................................................. 17
Active Directory .......................................................................................19
NT Domain ..................................................................................... 21
User Authentication with an External SMB Server ..................... 23
Chapter 4 Managing Storage...................................... 26
RAID Arrays .................................................................................... 26
Working with RAID Arrays ............................................................ 26
Using JBOD ............................................................................................... 26
1
Changing RAID Mode ..............................................................................27
RMM (RAID Mode Manager) ....................................................................28
RAID Scanning..........................................................................................29
Adding an External Hard Drive .................................................... 30
Connect an External Drive.......................................................................30
Compatibility ...........................................................................................30
Dismounting Drives ...................................................................... 30
Dismounting with the Function Button .................................................30
Dismounting from Settings ....................................................................31
Checking Drives ............................................................................ 32
Formatting Drives ......................................................................... 32
Formatting External Drives ..................................................................... 34
Erase Data on the LinkStation Completely ................................. 34
Disk Quotas ................................................................................... 35
Quotas for Users .......................................................................................35
Quotas for Groups ...................................................................................36
Hard Drive Replacement .............................................................. 37
Hard Drive Replacement Examples ........................................................37
Chapter 5 Remote Access ............................................ 41
WebAccess ..................................................................................... 41
Configuring from a Computer ................................................................41
FTP .................................................................................................. 44
Chapter 6 Backup ........................................................ 46
Back Up from the LinkStation ...................................................... 46
Preparing a Backup Destination ............................................................. 46
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Configuring a Backup Job .......................................................................47
Backing Up Your Mac with Time Machine ................................... 49
Copying from a USB Device .......................................................... 52
Chapter 7 Multimedia ................................................. 54
DLNA .............................................................................................. 54
Playing Files .............................................................................................55
Connected DLNA-compatible Devices ...................................................56
Streaming to DLNA-compatible Devices ...............................................56
Disabling Playback from Specific Devices .............................................57
iTunes Server ................................................................................. 57
BitTorrent ....................................................................................... 58
Connecting a Printer ..................................................................... 60
USB Device Server ......................................................................... 62
Connecting with Network-USB Navigator .............................................62
Disconnecting USB Devices ....................................................................63
Chapter 8 Advanced Features .................................... 64
Email Notification ......................................................................... 64
Sleep Mode .................................................................................... 65
Encrypting Data Transmission ..................................................... 66
Encrypting Settings Data ........................................................................66
Encrypting FTP Transfer Data .................................................................66
SSL Encryption .........................................................................................66
UPS (Uninterruptible Power Supply) ........................................... 66
Restoring Factory Defaults ........................................................... 67
Initializing from Settings ........................................................................67
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Initializing with the Function Button .....................................................68
Online Update ............................................................................... 68
Name, Date, Time, and Language ................................................ 69
Jumbo Frames ............................................................................... 70
Changing the IP Address .............................................................. 71
Chapter 9 Utilities ........................................................ 73
NAS Navigator2 for Windows ....................................................... 73
Mount as Network Drive..........................................................................75
Changing the IP Address .........................................................................76
NAS Navigator2 for Mac OS .......................................................... 76
Mount as Network Drive..........................................................................77
Changing the IP Address .........................................................................78
Chapter 10 Appendix .................................................. 79
When the Power LED Blinks .......................................................... 79
Default Settings ............................................................................ 81
Specifications ................................................................................ 81
Models ............................................................................................ 82
Chapter 11 Regulatory Compliance Information ...... 83
For Customers in the United States ........................................................ 83
For Customers in Europe .........................................................................83
한국에서 구입 고객 ...............................................................................84
4

Chapter 1 Getting Started

Diagrams

LS410D
4
5
1 2
3
6
7
9
8
10
14
15
LS420D/LS420DS
DISK 2
DISK 1
11 12
4 5
6
7
10
8
1
2
ERROR DISK 1
DISK 2
ERROR DISK 1
DISK 2
3
14
9
15
5
LS421DE
DISK 2
DISK 1
11 12
4 5
6
7
10
1 2
ERROR DISK 1
DISK 2
ERROR DISK 1
DISK 2
3 13
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1 Power LED
The white power LED will light up while the LinkStation is on. The white power LED blinks while booting or shutting down. The red power LED blinks when an error occurs. If there is a status message, the power LED glows amber. If there is a new firmware available, the power LED blinks amber.
2 Function LED
This LED glows while the LinkStation is being initialized and while dismounting USB devices.
3 Function Button
Use this button for Direct Copy, dismounting USB devices, and initializing settings.
4 Fan
Do not block the fan.
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14
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5 Power Switch
Move the switch up and down to power on and off.
6 USB 2.0 Port
Compatible Buffalo USB hard drives, USB flash drives, digital cameras, USB UPS connection, and USB printers can be connected. USB hubs are not supported.
7 Power Connector
Use the included power cable to connect to a surge protector or outlet.
8 Anti-Theft Security Slot
Use this slot to secure your LinkStation with a cable lock (not included).
9 LAN Port
Connect to a router, hub, or switch on your Ethernet network with the included Ethernet cable.
10 Hook
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To secure the power cable, insert it into the slot as shown.
11 Disk 1 Error LED (LS420D, LS420DS, and LS421DE only)
If there is a hard drive error on drive 1, this LED will light.
12 Disk 2 Error LED (LS420D, LS420DS, and LS421DE only)
If there is a hard drive error on drive 2, this LED will light.
13 USB 3.0 Port (LS421DE only)
Compatible Buffalo USB 3.0 hard drives can be connected. USB hubs are not supported.
Notes:
• The USB 3.0 port doesn't support isochronous transfers when the USB device server is enabled.
• With Mac OS, only the USB 2.0 ports work with the USB device server.
14 Link and Activity LED
This LED shows network activity. It blinks green when the LinkStation is accessed over the network.
15 Not in use.

Changing Admin Password and Adding a Shared Folder

After initial setup, changing your password and creating other shared folders are recommended.
1 Double-click the icon to start NAS Navigator2.
2 Right-click on your LinkStation's icon and select Settings. On the Mac, select the LinkStation's icon while
holding down the control key, then select Settings.
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3 Changing the password from the default is recommended.
Note: You can open this same screen by clicking Getting Started from Easy Admin.
4 Enter the new password (twice), then click Next.
Note: The default username and password are "admin" and "password". To keep the defaults, leave both fields blank and click Next.
5 Configure levels of sharing for all listed shared folders (public or private) to finish the initial setup wizard.
Note: Select "Set as private folder" to restrict access to the folder to specific users.
6 Click OK when the following message is displayed.

Turning the LinkStation On and Off

Move the power switch on the back of the LinkStation to the "on" position to turn it on. To turn it off, move the switch to the "off" position and wait for the unit to fully shut down before unplugging it. Never unplug the AC adapter without properly shutting down the LinkStation first.
When all the LEDs on the front of the LinkStation turn off, the shutdown process is complete.
8

Chapter 2 Configuration

Configure and manage your LinkStation using the Settings interface, accessible from a browser window. Open the interface using the procedure below or type the LinkStation's IP address in the URL field of your browser. Within Settings, the Easy Admin page gives you quick access to commonly used settings.
Note: Internet Explorer 9, Firefox 18, Google Chrome 24, Safari 5, and later are supported. If you have difficulty viewing Settings, check the following:
• If there are a large number of registered users, groups, or shared folders, use Firefox 18 or later instead of Internet Explorer.
• If you have a proxy server enabled in the browser settings, disable the proxy server.
• With Internet Explorer, set security to Local intranet. On Windows Server 2012 or Windows Server 2008,
higher-level security is configured by default. Set the security to a lower level temporarily.

Opening Easy Admin

The Easy Admin page makes it easy to change common settings. Follow the steps below to open Easy Admin.
1 Double-click the icon to start NAS Navigator2.
2 Right-click on your LinkStation's icon and choose Settings. For Mac OS, click your LinkStation's icon while
holding down the control key, then select Settings.
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3 The Easy Admin screen will open.
Notes:
• If you click any buttons, you will need to enter a username and password.
• If the time-out period is set to "10 minutes", you will be logged out of Settings after 10 minutes of inactivity.
You will also be logged out when you reboot the LinkStation or close the web browser, even if you select "Unlimited".
• Click Secure Connection to log in with an encrypted connection.
• You can also use Bonjour to log in to Settings from Mac OS. In Safari, click View - Show Bookmarks Bar. From
Bookmarks, click Bonjour - LinkStation name.

Getting Started

The wizard lets you configure the following settings:
• Changing administrator password
• Creating shared folders
• Access restrictions
Refer to "Installation" for more details.
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WebAccess
Configure WebAccess to access your LinkStation remotely. Refer to the "WebAccess" section in chapter 5 for more information.
BitTorrent
Configure BitTorrent to download large files efficiently. Refer to the "BitTorrent" section in chapter 7 for more information.
DLNA
Configure DLNA to stream media files to DLNA-compatible devices on the LAN. Refer to the "DLNA" section in chapter 7 for more information.
USB Device Server
Configure USB device server options. Refer to the "USB Device Server" section in chapter 7 for more details.
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Opening Advanced Settings

1 Click Advanced Settings in Easy Admin.
2 Enter the administrator username and password, then click OK.
3 The Advanced Settings screen will open.
Notes:
• Username/Password Combinations:
Username Password Settings Available admin password All guest blank System information (read-only)
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Your username Your password
• To go back to Easy Admin, click the Home icon.
If a user is assigned as an administrator, all settings are available. If assigned as a general user, the user can only access read-only system information and change their own password. If assigned as a power user, the user can create and edit shared folders, users, and general users groups.
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Chapter 3 Sharing Files

Adding Shared Folders

1 In Advanced Settings, click File Sharing.
2 Click to the right of "Folder Setup".
3 Click Create Folder.
4 Configure the desired settings, then click OK.
Notes:
• Names may contain up to 27 alphanumeric characters, hyphens (-), and underscores (_). Do not use a symbol as the first character in a name.
• The description may contain up to 75 alphanumeric characters, hyphens (-), underscores (_), and spaces. Do not use a symbol or space as the first character.
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• You may create up to 400 shared folders.
• The names of shared folders should not use characters from more than one language. For example, mixing
Japanese and Korean characters in names is not supported.
• If multi-byte characters are used in shared folder names, configure the client language to match the characters in Management - Name/Time/Language.
Recycle Bin
To protect your data from accidental deletion, you may configure your LinkStation to use a recycle bin instead of deleting files immediately. The recycle bin will only work with SMB connections.
Note: With Mac OS, make sure "Exclude Mac OS temp files from recycle bin" is enabled. Otherwise, files in the recycle bin may be corrupted.
Read-only Shares
By default, new shares are set with read & write access, but you may change the attribute to "Read Only" in "Attribute". Read-only shares and HFS+ formatted USB hard drives will have "Read-only" added to the shared folder description.
Hidden Shares
To hide a shared SMB folder, select "Hidden Share (SMB Only)" and click OK. To open a hidden folder, click Start ­Search programs and files and enter "\\LinkStation's name\Shared folder names$\" for the name. For example, if the
LinkStation name is "LSXXX001" and shared folder name is "share", enter "\\LSXXX001\share$\" to open it.
Note: AFP and FTP folders cannot be hidden.

Adding Users

The LinkStation can register a maximum 300 users, which includes the default users "admin" and "guest".
1 In Advanced Settings, click File Sharing.
2 Click to the right of "Users".
3 Click Create User.
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4 Enter the desired settings, then click OK.
Notes:
• Usernames may contain up to 128 characters, including hyphens (-), underscores (_), periods (.), !, #, &, @, $, *, ^, and %. Do not use a symbol as the first character.
• The user ID should be a number from 1000 to 1999. Each user ID should be unique. If this field is left blank, a user ID is assigned automatically.
• When you log in to Settings as a registered user, you can see the LinkStation's name, IP address, workgroup, and disk status, and modify the password.
• Do not duplicate user IDs, group IDs, usernames, or group names. Each should be distinct and unique.
• The description may contain up to 75 alphanumeric characters, hyphens (-), underscores (_), and spaces. Do
not use a symbol or space as the first character.
• Passwords may contain up to 20 alphanumeric characters and the following characters: - _ @ ! # $ % & ' ( ) * + , . / ; < > = ? " [ ] ^ { } | ~. Do not use a symbol other than an underscore (_) as the first character.
• Use the same username and password for both Windows and the LinkStation or you may not be able to access shared folders.
• If a user belongs to multiple groups, the most strict access restrictions will apply. For example, if a user is added to a group with read and write access, and also to a read-only group, the user will effectively have read-only access.

Adding Groups

1 In Advanced Settings, click File Sharing.
2 Click to the right of "Groups".
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3 Click Add Group.
4 Enter the desired settings, then click OK.
Notes:
• Group names may contain up to 20 alphanumeric characters, hyphens (-), underscores (_), and periods (.). Do not use a symbol other than an underscore (_) as the first character.
• Group descriptions may contain up to 75 alphanumeric characters, hyphens (-), underscores (_), and spaces. Do not use a symbol or space as the first character.
• If the group ID field is left blank, a group ID is automatically assigned. Use numbers between 1000 and 1999 to set a group ID manually. Don't use duplicate group IDs.
• You may register up to 300 groups with the LinkStation.
• If you are logged in as a member of the general users group, you can only change your own password. If
you're logged in as an administrator, you can change any settings, including other users' passwords. If you are logged in as a member of the power users group, you can create and edit shared folders, users, and groups.

Access Restrictions

You may restrict access to specific shared folders, including external USB drives.
Notes:
• Access restrictions can be set separately for each shared folder, but not for subfolders within the shared folders.
• Configure access restrictions through Settings. Configuring access restrictions through Windows is not supported and may cause unexpected behavior.

Local Users/Groups

1 In Advanced Settings, click File Sharing.
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2 Click to the right of "Folder Setup".
3 Click the shared folder that you want to set access restrictions for.
4 Click Edit.
5 Enable "Access Restrictions".
6 Select the level of access for the user or group you added.
: Read and write access allowed : Read access allowed : Access prohibited
Notes:
• An example of access restrictions by user is shown in the screen. To apply access restrictions by group, click the Local Groups tab and select group permissions.
• If both read-only and read & write permissions are given to a user, the user will have read-only access.
7 Click OK.
Notes
• The following characters are handled differently by Mac OS and Windows. Avoid using these characters when sharing data between Mac OS and Windows:
• Windows does not support some characters that Mac OS and the LinkStation allow. If you create a filename on a Mac with any of the following characters, it will not display correctly on a Windows computer and you may have to connect to the LinkStation via AFP in order to display or copy any of the following characters on a Mac computer. ? [ ] / \ = + < > ; : " , | *
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• Do not use any of the following words as a username or group name: root, bin, daemon, sys, adm, tty, disk, lp, sync, shutdown, halt, operator, nobody, mail, news, uucp, ftp, kmem, utmp, shadow, users, nogroup, all, none, hdusers, admin, guest, man, www, sshd, administrator, ftpuser, apache, mysql
• Do not use any of the following words as the name of a shared folder. These words are reserved for internal use by the LinkStation: info, spool, lost+found, global, printers, homes, lp, authtest, ram, msdfs_root, mt-daapd, usbdisk# (where # is a number, for example: usbdisk1)
• Don't use the following unsupported characters in shared folder names, workgroup names, or filenames:
• File and folder names may contain up to 255 single-byte characters.
• Configure hidden and read-only file attributes in Settings. Configuring them from within Windows is not
supported and may cause unexpected behavior.
• Folder and workgroup names whose names contain non-Roman characters may not be displayed correctly.
• If shared folders are accessed from a Macintosh, information files for the Macintosh may be generated
automatically. Do not delete these files. If they are deleted using Windows, this may prevent further access from a Macintosh.
• If an SMB connection is used with OS X 10.3.9, the names of mounted volumes may appear as unreadable characters in Finder and other applications. This is not a problem with the filename or data.
• The LinkStation belongs to the default zone in AppleShare Server; the zone cannot be specified.
• When files are copied to the LinkStation or to a USB drive connected to the LinkStation, file information such as
date created, date modified, and other date information may be updated or changed.
• Hard drive capacity is shown in Settings in actual gigabytes. The Properties window in Windows may show GiB instead, which will be a smaller number.
• If any settings are changed during a file transfer, the transfer process may abort.
• File copying to the LinkStation is protected by a journaling file system. If the Ethernet cable is disconnected or a
power outage occurs while copying data, the following may occur:
- Preset data such as the LinkStation name, users, and groups may be erased.
- An incomplete file may be copied and the file can no longer be deleted. If this happens, restart the LinkStation, delete the file, and perform the copy operation again.
• After a drive is formatted, the "% Used" and "Amount Used" in Settings will not be 0. This is because some drive space is used for the system area.

Active Directory

If an Active Directory environment, the LinkStation uses account information from the Active Directory domain controller to set access restrictions for LinkStation's shared folders. There is no need to perform individual account management for the LinkStation. If multiple LinkStations are installed on the network, the account information is centrally managed in Active Directory, greatly reducing the operations required for installation and management.
Notes:
• The LinkStation supports a domain environment with a maximum 1000 users and 1000 groups. 10,000 users and 10,000 groups can be downloaded from the domain controller but are not supported.
• If usernames or group names from Active Directory include multi-byte characters, you will not be able to configure access restrictions for them.
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1 In Advanced Settings, click Network.
2 Click to the right of "Workgroup/Domain".
3 Click Edit.
4 Select "Active Directory" and click Next.
5 Click Yes.
6 Enter the desired settings, then click OK.
7 In Advanced Settings, navigate to File Sharing - Folder Setup.
8 Click a shared folder that you want to set access restrictions for.
9 Click Edit.
10 Enable "Access Restrictions".
11 Select the level of access for the user or group:
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: Read and write access allowed : Read access allowed : Access prohibited
12 Click OK.
Notes:
• If you change the LinkStation's name, you will no longer be able to use domain users and groups or access restrictions. To repair this, rejoin the domain.
• To have the LinkStation join an Active Directory domain, configure it to use a DNS server that can resolve names for the Active Directory domain.
• After building an Active Directory domain, the administrator password for joining the domain must be changed at least once, or joining the Active Directory domain will fail.
• If both read-only and read & write permissions are given, the user will have read-only access. The most restrictive access setting will apply.
• The DNS name and NetBIOS name of Active Directory domains should be identical.
• If there are more than 5 minutes difference between the LinkStation's clock and the domain controller's clock,
joining the domain or authenticating domain users and groups may fail. For best results, use an NTP server to set the time for all network devices.
• To use the LinkStation as a member server in an Active Directory domain, the LinkStation should be logged in to the domain and accessed from a computer that is not a member of the domain with a valid domain account.
• If the LinkStation is a member server of an Active Directory domain, you cannot connect as a guest user via AFP.
• If your LinkStation is a member server in an Active Directory domain and you change the authentication method to "Workgroup", the account on the domain controller will not be deleted automatically.
• When the LinkStation joins an Active Directory domain, FTP is disabled. Before using FTP, move the FTP switch back to the position.
• Don't disable the SMB protocol while Active Directory is used for access restrictions. If you do, you will need to enable SMB again and reconfigure AD from scratch.

NT Domain

In an NT domain environment, the LinkStation uses account information from the NT domain server to set access restrictions for files and folders on the LinkStation. There's no need to perform individual account management for the LinkStation. If multiple LinkStations are installed on the network, the account information is centrally managed in the NT domain, greatly reducing the operations required for installation and management.
Note: The LinkStation supports a domain environment with a maximum of 1000 domain users and 1000 groups. 10,000 users and 10,000 groups can be downloaded from the domain controller but are not supported.
1 Create an account on the domain controller for the LinkStation.
2 In Advanced Settings, click Network.
3 Click to the right of "Workgroup/Domain".
4 Click Edit.
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5 Select "NT Domain", then click Next.
Note: To use Active Directory from Windows 2000 or Windows Server 2003, select "Active Directory" instead of "NT Domain".
6 Click Yes.
7 Enter the desired settings, then click OK.
8 In Advanced Settings, navigate to File Sharing - Folder Setup.
9 Click a shared folder for which you want to set access restrictions.
10 Click Edit.
11 Enable "Access Restrictions".
12 Select the level of access for "Domain Users" or "Domain Groups" you added.
: Read and write access allowed : Read access allowed : Access prohibited
13 Click OK.
Notes:
• If you change the LinkStation's name, you will no longer be able to use domain users and groups or access restrictions. To repair this, rejoin the domain.
• If both read-only and read & write permissions are given to a user, the user will have read-only access. The most restrictive attribute will apply.
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• If a domain username is more than 20 bytes long, the LinkStation truncates it to 20 bytes.
• The LinkStation supports a domain environment with a maximum of 1000 users and 1000 groups. 10,000
users and 10,000 groups can be downloaded from the domain controller but are not supported.
• To use the LinkStation as a member server in an NT domain, the LinkStation should be logged in to the domain and accessed from a computer that is not a member of the domain with a valid domain account.
• If the LinkStation is a member server of an NT domain, you cannot connect as a guest user via AFP.
• When you change the user or group settings on the domain controller, these changes may not take effect
immediately on the LinkStation until it is rebooted.
• If your LinkStation is a member server in an NT domain and you change the authentication method to "Workgroup", the account on the domain controller will not be deleted automatically.
• If the LinkStation has joined a domain network, you cannot connect to it via FTP.
• Don't disable the SMB protocol while an NT domain server is used for access restrictions. If you do, you will
need to enable SMB again and reconfigure the NT domain settings from scratch.

User Authentication with an External SMB Server

LinkStations on your network can be linked to an authentication server for centralized management of user accounts and passwords. The authentication server should be another TeraStation or LinkStation. Other external SMB authentication servers are not supported.
Notes:
• Disable SMB2 before using external authentication.
• Access restrictions for local users and groups will still apply to shared folders if an external SMB server is used
for authentication.
• The procedure below contains methods to automatically register external users. You can also manually add external users by converting them from local users. Refer to the “Converting Local Users into External Users” section above for more details on converting local users.
1 In Advanced Settings, click Network.
2 Click to the right of "Workgroup/Domain".
3 Click Edit.
4 Select "Workgroup" and click Next.
5 If a prompt appears, click Yes .
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6 Enter a workgroup name. Select "Assign authorization to external SMB server" and enter the authentication
server's IP address (recommended) or name. Check "Automatic user registration" and "Use shared folder for authorization testing". Enter the shared folder name for authorization testing and click OK.
7 A shared folder for authentication has been created on the LinkStation. Users registered to the specified
authentication server are automatically registered as users on the LinkStation when they open the shared folder for authentication. You can also register users directly. Connect to the authentication folder via SMB, not FTP or AFP.
8 Click to the right of "Folder Setup".
9 Click a shared folder to set access restrictions on.
10 Click Edit.
11 Enable "Access Restrictions".
12 Click on the External Users tab and select the level of access for each external user.
: Read and write access allowed : Read access allowed : Access prohibited
13 Click OK.
Notes:
• Users that are automatically registered belong to the "hdusers" group. They can be added to other groups from within groups settings. Added users will be listed in "Users" - "External Users". To delete a user that was registered automatically, select that user and click Delete External User.
• If both read-only and read & write permissions are given to a user, the user will have read-only access. The most restrictive attribute will apply.
• Use OS X 10.5 or later with external authentication. Earlier versions of OS X aren't supported.
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• To access access-limited shared folders from OS X 10.7, use AFP instead of SMB, under "LAN Protocol Support, check "AFP (Mac)" on the destination folders to use AFP.
• If access restrictions are set for users and groups from the authentication server, guest and anonymous connections will not be possible with AFP and FTP connections.
• If using a Windows PC for external authentication, the default Windows SMB security settings may need to be changed. An easy way to do this is to run the File Sharing Security Level Change Tool, available from this product’s download page on www.buffalotech.com. This utility will let you easily change or restore your Windows security settings to work with external authentication.
Converting Local Users into External Users
If using an external SMB server for authentication, you may convert any local users into external users. This way, the LinkStation will have a user list that matches the users in the external SMB server, and access restrictions for this LinkStation’s shared folders may be assigned to the converted “external” users. Follow the steps below to convert a local user into an external user. If a local user is converted, their user information (including passwords) will be removed from the LinkStation. External users cannot be reverted to local users.
Note: External authentication should be enabled before local users can be converted. For more information on external authentication, refer to the “User Authentication with an External SMB Server” section.
1 In Advanced Settings, click File Sharing.
2 Click to the right of "Users".
3 In the user list screen, check any users to be converted to an external user, then click Convert to External User.
4 Click OK.
5 Enter the confirmation number and click OK.
Converted users are displayed under the "External Users" tab. You can then configure access restrictions for external users.
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