Us robotics USR8700 User Guide

Serial ATA 4-Drive NAS
User Guide
R46.1221.00
rev 0.3 06/06
U.S. Robotics Corporation 935 National Parkway Schaumburg, Illinois 60173-5157 USA
No part of this documentation may be reproduced in any form or by any means or used to make any derivative work (such as a translation, transformation, or adaptation) without written permission from U.S. Robotics Corporation. U.S. Robotics Corporation reserves the right to revise this documentation and to make changes in the products and/or content of this document from time to time without obligation to provide notification of such revision or change. U.S. Robotics Corporation provides this documentation without warranty of any kind, either implied or expressed, including, but not limited to, implied warranties of merchantability and fit­ness for a particular purpose. If there is any software on removable media described in this documentation, it is furnished under a license agreement included with the product as a separate document, in the hard copy documentation, or on the removable media in a directory named LICENSE. If you are unable to locate a copy, please contact USRobotics and a copy will be provided to you.
UNITED STATES GOVERNMENT LEGEND If you are a United States government agency, then this documentation and the soft­ware described herein are provided to you subject to the following:
All technical data and computer software are commercial in nature and developed solely at private expense. Software is delivered as “Commercial Computer Software” as defined in DFARS 252.227-7014 (June 1995) or as a “commercial item” as defined in FAR 2.101(a) and as such is provided with only such rights as are provided in USRobotics standard commercial license for the Software. Technical data is provided with limited rights only as provided in DFAR 252.227-7015 (Nov 1995) or FAR 52.227-14 (June 1987) whichever is applicable. You agree not to remove or deface any portion of any legend provided on any licensed pro­gram or documentation contained in, or delivered to you in conjunction with, this Administrator Guide.
Copyright © 2006 U.S. Robotics Corporation. All rights reserved. U.S. Robotics and the USRobotics logo are registered trade­marks of U.S. Robotics Corporation. Other product names are for identification purposes only and may be trademarks of their respective companies. Product specifications subject to change without notice.
Contents
Introducing Your Storage System
Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Physical Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Front . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Key Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Hardware Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Software Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
USB Printer Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Getting Started
Installing Your Storage System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Step One: Determine Your Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Step Two: Set up Your storage system. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Step Three: Install the Storage System Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step Four: Initialize the Hard Disks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Step Five: Configure your Storage System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Accessing the Web User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Accessing the Web User Interface Using a Web browser. . . . . . . . . . . . . . . . . . . . . . . . . . 25
Accessing the Web User Interface Using the Storage System Console . . . . . . . . . . . . . . . . 25
Logging In to the Web User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Navigating the Web User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adding Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Creating Shared Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accessing Shared Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Windows Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Linux Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Mac Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Managing Your Storage System
Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Adding Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Modifying Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Removing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Working with Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Managing Shared Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Adding Shared Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Changing User Access to Shared Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Deleting a Shared Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Managing Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Changing the Recovery CD Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Deleting a Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Deleting a Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Setting Up E-mail Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Upgrading the Firmware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Disconnecting USB Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Changing the System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Changing the Network Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Reconfiguring Your Storage System Disks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
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Logging Out of the Web User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Shutting Down the Storage System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Shutdown by Using the Power Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Shutdown through the Web User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Accessing the Storage System through FTP and Telnet
FTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Telnet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Protecting Local Disks
Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Installing the Microsoft iSCSI Initiator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Installing DiskSafe Express. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Starting DiskSafe Express. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Activating Your license . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Protecting Your Disks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Manually Backing Up Your Disk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Stopping a Backup or Recovery in Progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Changing the Backup Schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Changing the Recovery CD Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Recovering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Recovering Files from a Backup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Recovering a Non-system Disk or Partition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Recovering a System Disk or Partition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Removing Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Disk Configurations
Adding Hard Disks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Adding Hard Disks to a Linear or Normal RAID Configuration . . . . . . . . . . . . . . . . . . . . . 108
Adding Hard Disks to a Degraded RAID Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Removing Hard Disks or Responding to Disk Failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Responding to RAID Degradation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Responding to RAID Failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Swapping Hard Disks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Transferring Hard Disks to a New Storage System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Troubleshooting
Resetting the Web User Interface Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Viewing the System Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Disconnecting from Shared Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Windows Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Linux Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Mac Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Troubleshooting the Storage System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Troubleshooting DiskSafe Express. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Creating a Diagnostic File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Using DiskSafe Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Using the Recovery CD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
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Support Information
Regulatory Information
Manufacturer’s Declaration of Conformity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Radio and Television Interference: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
UL Listing/CUL Listing:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
For Canadian Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
CE Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
U.S. Robotics Corporation Two (2) Year Limited Warranty
1.0 GENERAL TERMS: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
2.0 CUSTOMER OBLIGATIONS:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
3.0 OBTAINING WARRANTY SERVICE:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
4.0 WARRANTY REPLACEMENT: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
5.0 LIMITATIONS:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
6.0 DISCLAIMER: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
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Introducing Your Storage System
The Serial ATA 4-Drive NAS is an intelligent network storage solution for small and medium-sized offices and home network environments. It provides up to 2.0 TB of hard disk space for both shared files and backups of your computer hard disks, offering an ideal way to distribute and protect important data.
To make it easy to back up your computer hard disks, this solution includes DiskSafe Express, a software application that provides reliable data protection and rapid data recovery in the event of a system crash or disk failure. With DiskSafe Express, you can recover your local disks or partitions without having to reinstall or reconfigure the operating system or applications, dramatically shortening recovery time.
Package Contents
USR8700 Serial ATA 4-Drive NAS
Power Cord Quick Installation Guide
Ethernet Cable DiskSafe Express recovery CD
Installation CD-ROM
Physical Features
Front
The Serial ATA 4-Drive NAS system has the following status LEDs:
1
Symbol Name State Condition
Power Off Not receiving power
Solid Receiving power: normal operation
Flashing Booting or shutting down by power button
USB 2.0 Off USB device not available
On USB device available
432
LAN (10/100/1000 Mbps)
Off Not connected to network
Solid Connected to network
Flashing Transmitting or receiving network data
Introducing Your Storage System - 7
Symbol Name State Condition
Disk (1–4)
Off Drive not available
On Drive available
Flashing Drive activity
Back
USB Ports
Ethernet Port
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Power Connector
Power Switch
System Requirements
Microsoft Windows XP; Microsoft Windows Server 2003; or Microsoft Windows 2000 Professional, Server, or Advanced Server with Service Pack 4
An HTML 4.01-compliant Web Browser (such as Internet Explorer 5.5 or later or Netscape 8.0 or later) with JavaScript enabled
Key Features and Benefits
Flexible storage capacity—The storage system supports up to four 3.5" SATA-I hard disks, with a capacity of 80–500 GB each. You can start with just one and add more as your needs grow.
Built-in data protection—In addition to a linear disk configuration in which all the disks are treated as independent entities, the storage system supports several different types of RAIDs (redundant arrays of independent disks). This means that you can take advantage of the build-in data protection and data duplication offered by advanced RAID levels. If your storage system has multiple hard disks and one fails, you won’t lose important data. For more information, refer to "Disk Configurations," beginning on page 107.
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Simple administration—You can run the browser-based management interface from any computer in your network, and its informative wizards and configuration pages will help you accomplish your tasks quickly and easily.
Status at a glance—The home page of the management interface lets you quickly determine how much space is being used and who’s currently connected.
Support for multiple platforms—Whether the computers in your network run Windows, Mac OS X or other Mac operating systems, or Linux, you can set up file sharing for each of them.
Security—Only authorized users can access the shared folders on your storage system. You can also control whether the user can only view the information in the shared folders or also add, modify, or delete files there.
Fast performance—With its gigabit Ethernet support, the storage system provides fast access to the data you need, when you need it.
Printer support—You can attach up to two pass-through printers to the storage system’s USB sock­ets, and all users can access them.
Hardware Specification
Processor Intel IOP80219 400 MHz
Memory DDR 256 MB
Flash 32 MB NOR Flash
Hard Disks Up to four 3.5" SATA-I hard disks (80–500 GB each)
Note: The total amount of storage space cannot exceed 2 TB.
Maximum Capacity 2 TB
Network Intel gigabit LAN port interface
SATA Controller Intel SATA Controller
USB Two Type A USB 2.0 sockets
EMI Safety CE/FCC Class B
System Power 200 W PSU
Operating Temperature 0º C to 85º C (32º F to 185º F)
Operating Humidity 10–90% relative humidity
Storage Temperature -20º C to 70º C (-4º F to 158º F)
Storage Humidity 5–90% non-condensing humidity
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Note: If the temperature of the entire unit reaches or exceeds 85º C (185º F) or if the temperature if any
of the disks reaches or exceeds 55º C (131º F), the storage system shuts down automatically.
If the temperature of any of the disks reaches or exceeds 42º C (107.6º F), the fan will run at full speed. If the temperature of any of the disks reaches or falls below 37º C (98.6º F), the fan will slow down.
Software Specification
Operating System Linux Kernel 2.6
Network Service DHCP client/server (default IP address is 192.168.0.101)
Supported Web Browsers
RAID
File-Sharing Protocols
Access Control
Microsoft Internet Explorer 6.0
Firefox 1.06 or newer
Standard RAID 0
•RAID 1
•RAID 5
•RAID 5 + spare
•RAID 10
CIFS/SMB
•NFS
Users have read-only or read/write access to shared folders
Users access shared folders using passwords
USB Printer Limitations
The storage system is designed to work with up to two USB printers. However, the following are not supported:
Multi-function printers (such as printers that perform copying, scanning, or faxing in addition to printing)
Windows Printing System (WPS)
Non-PostScript printing (Mac)
Duplex-only (two-way) communication
Note: Refer to your printer’s documentation for information about disabling duplex communication.
With some duplex printers, printing might complete successfully, although errors might occur. In addition, some features (such as the printer reporting low ink levels) might not function since two-way communication is not supported.
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Getting Started
Getting started with your storage system involves the following general steps:
1. Install your storage system.
This process involves installing both the hardware and software components of your storage system and specifying the initial configuration.
For step-by-step instructions for this process, see “Installing Your Storage System”.
2. After installation is complete and the storage system restarts, start the Web User Interface and log in.
For more information about this step, see “Accessing the Web User Interface” on page 24.
3. Add users.
If you want to control access to the shared folders, or if the users in your network use Linux or Macs that don’t use OS X, you must create a list of users.
For more information about this step, see “Adding Users” on page 30.
4. Create shared folders.
By default, the storage system includes a shared folder named public, which all Windows and Mac OS X users can access. However, you might want to create other shared folders as well. For example, in an office environment, you might want to create a shared folder for company policies that everyone can view, and separate folders for confidential business documents that only selected individuals can view or change. In a home environment, you might want to set up separate folders for different types of files, like photos, videos, or music.
For more information about this step, see “Creating Shared Folders” on page 33.
5. Access the shared folders.
For information about this step, see “Accessing Shared Folders” on page 37.
6. Protect your computer hard disks.
This process involves installing DiskSafe Express on each computer that you want to protect and specifying which hard disks or partitions to back up and how often backups should occur.
For more information about this step, see "Protecting Local Disks," beginning on page 77.
Installing Your Storage System
1. Determine your Configuration.
Before you set up your system, you need to decide which configuration you will use. For configuration
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considerations, see “Step One: Determine Your Configuration” on page 12.
2. Set up your storage system.
This involves installing the hard disks, attaching any optional USB devices, attaching the storage sys­tem to your network, and powering up the system.
For information about this step, see “Step Two: Set up Your storage system” on page 13.
3. Install the Storage System Console.
You will need the Storage System Console to initialize your hard disks in step 4.
For information about this step, see “Step Three: Install the Storage System Console” on page 16
4. Initialize the Hard Disks.
This step loads firmware from the storage unit’s memory to each disk. “Step Four: Initialize the Hard
Disks” on page 17.
5. Configure your storage system.
Before you can use your storage system, you must perform some initial configuration tasks, like setting the date and time, and specifying how much space to use for file sharing and how much to use for backups. The System Setup wizard guides you through this process.
For information about this step, see “Step Five: Configure your Storage System” on page 20.
If you bought your Serial ATA 4-Drive NAS with the disks already installed and configured, and you do not want to change your disk configuration, skip step one and proceed with “Attaching USB Devices” in step two on page 15.
Step One: Determine Your Configuration
Before you start the physical installation of your storage system, decide which configuration is best suited to your needs. The configuration that you choose may affect the order in which you load the disks into your storage system, and you will need to specify your configuration choice when you reach “Step Five:
Configure your Storage System”.
Each supported configuration has a different balance of desirable characteristics, as shown in the table below. The configurations available to you depend on the number of disks installed in your storage system. Use this table to select your configuration based on the number of disks you intend to use and the characteristics that are of the highest priority to you.
Number of Disks
1
Configuration Characteristics
Available
Configuration Methods Used
Linear Independent disks 500 GB No Good
Capacity*
Data Redundancy
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Performance
Number of Disks
2
Configuration Methods Used
Linear Independent disks 1.0 TB No Good
RAID 0 Striping 1.0 TB No High
RAID 1 Mirroring 500 GB Yes Good
3
Linear Independent disks 1.5 TB No Good
RAID 0 Striping 1.5 TB No High
RAID 5 Striping with parity 1.0 TB Yes Good
4
Linear Independent disks 2.0 TB No Good
RAID 0 Striping 2.0 TB No High
RAID 5 Striping with parity 1.5 TB Yes Good
RAID 5 with Spare
Striping with parity; spare drive automatically rebuilds a failed drive
RAID 10 Striping, Mirroring 1.0 TB Yes Good
* Available capacity based on 500-GB drives
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Configuration Characteristics
Available Capacity*
Data Redundancy
Performance
1.0 TB Yes Good
For more information about configurations, see the “Disk Configurations” on page 107.
Step Two: Set up Your storage system
Setting up your storage system consists of the following steps:
Installing the Hard Disks
Attaching USB Devices
Connecting the Storage System to the Network
Powering Up the Storage System
Installing the Hard Disks
If you have fewer than four hard disks in your storage system, you might want to add more at this time. You can add disks later, but changing your disk configuration once the disks contain data might cause data loss.
Note: The storage system must have at least one SATA hard disk with a capacity of at least 80
GB.
USRobotics strongly recommends that you install all the hard disks that you want to use in the storage system at this time in order to avoid data loss.
USRobotics also recommends that you use 4 disks of the same size for optimum perfor­mance.
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To install the hard disks, you need a Phillips head screwdriver.
1. Remove the top hard disk tray from the storage system:
2. Near the front of the tray is a spacer containing four screws. Squeeze the tabs together to remove the spacer from the tray.
3. With the flat edge of the spacer up and the screws facing a flat surface (such as a table or desk top), flex the sides of the spacer apart from each other to release the screws.
4. Make sure that the hard disk is a SATA disk. It should have a SATA connector similar to the following:
5. Slide the new hard disk into the tray (connector end down and toward the back of the tray), and fasten
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the screws on the sides of the tray:
6. Slide the hard disk and tray back into the storage system until it snaps into place.
If you have fewer than four disks, load the bottom trays first and leave the top tray or trays empty.
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If you have four disks that are not the same size and you intend to use RAID 10, USRobotics recom­mends that you load the disks in ascending order of disk capacity, starting with the smallest disk in the bottom slot (slot 1),
Notes:
If you install a hard disk that was previously part of a RAID, it will rebuild automatically.
If you later replace all of the disks with higher-capacity disks, you will have to format those disks.
For more information about disk configurations, see the “Disk Configurations” on page 107.
7. Repeat steps 1 through 6 for each disk that you will use in your storage system.
Attaching USB Devices
If you have USB storage devices or printers, you can attach them to the USB ports on the back of the storage system.
Note: USB hubs are not supported. In addition, any USB disk must be formatted before you use
it with the storage system, and only the first partition of a FAT or FAT32 file system will be recognized. Do not attach the storage system directly to a USB port on a computer.
Connecting the Storage System to the Network
To connect your storage system to your network, insert one end of the supplied RJ-45 Ethernet cable into the Ethernet port on the back of the storage system. Then insert the other end into a network port.
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Powering Up the Storage System
To power up the storage system, insert the power cable into the power connector on the back of the storage system and plug the other end into a power outlet.
Note: USRobotics recommends that you plug the storage system into a surge protector or
uninterruptible power supply to prevent damage to the system from power surges.
Once you have connected the power cable, make sure that the power switch on the back of the storage system is set to the on position. Then press and release the power button on the front of the storage system.
The power and Disk LEDs flash while the storage system is booting. Once the system has finished booting, the Disk LEDs stop flashing.
If the hard disk installation was successful, the Disk LED is blue. If there is a problem, the Disk LED is off. If this occurs, shut down the system, remove and inspect the hard disk for any installation problem, and reinstall it. To shut down the system, press and hold the power button for approximately five seconds until the Disk LEDs start flashing. Then release the power button; the storage system will shut down after a short period.
Step Three: Install the Storage System Console
Install the Storage System Console on a computer on the same network as the Serial ATA 4-Drive NAS:
1. Insert the USRobotics Installation CD-ROM into your CD-ROM drive.
2. If prompted, select your preferred language, then review the License Agreement and click Yes.
The installation CD prompts you to make a choice:
3. Select Console Installation.
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The installation wizard appears.
4. Follow the on-screen prompts to install the Storage System Console. When installation is complete, the following window appears:
5. Click Finish.
Step Four: Initialize the Hard Disks
To initialize the hard disks, follow these steps:
1. Start the Storage System Console: click Start > Programs > Storage System Console.
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The Storage System Console appears:
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2. In the left pane, click the name of the storage system. Then click Log On Storage System Manager.
If you see the Login page,
your storage system was initialized and configured before you bought it. You are finished with the installation procedure and can begin using your Serial ATA 4-Drive NAS system, or you can reconfig­ure your disks if you choose to do so. Skip the remaining installation steps and proceed with “Access-
ing the Web User Interface” on page 24.
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If the System Initialization page appears, you need to initialize your disks:
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If not all the hard disks have been detected, or if you want to add, remove, or reorder the disks at this time, insert or remove the disks one at a time and click Scan after each action. If you’re adding disks,
be sure to wait until the Disk LED is blue before you click Scan.
Note: USRobotics strongly recommends that you install all the hard disks that you want to
use in the storage system at this time, since changing the number of hard disks later can require disk reconfiguration and possible data loss.
3. Click Browse and locate the USRobotics Installation CD-ROM.
4. Open Firmware\fs-usr-1.0-b106.pkg.
5. On the System Initialization page, click Upload.
The firmware on the storage system’s internal flash memory is uploaded to the hard disks.
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When this process is complete, the storage system restarts and displays the welcome page:
Step Five: Configure your Storage System
Once initial setup has been completed, follow these steps to run the System Setup wizard and perform the necessary initial configuration:
1. On the welcome page, click Next.
The End User Software License Agreement page appears.
2. If you agree to the terms, select I accept the license agreement and click Next.
The Host Name page appears.
3. Click Next to accept the default storage system name (USR8700)
OR
Enter the name that you prefer and then click Next.
The storage system name can be up to 15 characters long and can include letters, numbers, and hyphens.
When you click Next, the Date/Time page appears:
Specify the current date, time, and time zone, and then click Next.
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Specify the time using the 24-hour format. For example, enter 2:00 P.M. as 14:00:00.
When you click Next, the Network Settings page appears:
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4. By default, if your network has a DHCP server, the storage system obtains an IP address automatically from that server.
If your network does not have a DHCP server, the default IP address and subnet mask are used. (The default IP address is 192.168.0.101, and the default subnet mask is 255.255.255.0).
To accept the default settings, click Next. Otherwise, specify the desired settings and then click Next.
The Disk Configuration page appears. The options that appear on this page vary depending on the number of hard disks that are currently installed in the system.
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5. Select the configuration that you chose from the table on page 12 and click Next.
By default, the storage system selects the configuration that provides the best level of data protection available: for a single disk, a linear configuration; for two disks, RAID 1; and for three or four disks, RAID 5.
If you want to change the disk configuration, select the desired RAID level and then click Next.
If you want to add or remove hard disks, do so one at a time. For each disk, wait until the Disk LED is blue and click Scan. When you are finished adding disks, select your configuration and click Next.
When you click Next, the Disks to Back Up screen appears:
6. In the Number of disks to back up list, select the total number of disks that you plan to back up to this storage system. The maximum number of disks you can back up is 25.
If you don’t plan to back up any disks, select 0, click Next, and go to step 9.
If you leave this field blank, 70% of your storage space will be allocated for backups, and 30% will be allocated for shared folders.
If some computers have multiple disks, be sure to select the total number of disks that you plan to back up. For example, if your network has five computers and each computer has two hard disks, you should select 10.
When you select a number, a corresponding number of text boxes (Disk 1, Disk 2, etc.) appear in
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Capacity of drives:
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7. In each text box, enter the size of each disk that you plan to back up (specify the size in gigabytes).
To determine the size of a computer’s disk, open My Computer or Windows Explorer on that compu­ter, right-click the disk, and then click Properties. Be sure to enter the entire capacity of each disk, not just the amount of used disk space.
If a disk is smaller than 1 GB, divide the number of megabytes by 1024. For example, a 512-MB disk would be .5 GB (512 divided by 1024 is .5).
Note: Only 99% of the available storage space can be allocated for backups. If the amount
of disk space you need exceeds that limit, you will not be able to back up all the disks.
When you click Next, the Disk Space Distribution page appears:
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8. To accept the suggested percentages for file sharing and backup, click Finish.
To change these proportions, enter a new percentage in either text box. (When you click anywhere on the page, the other text box updates automatically so that both percentages add up to 100%.) Then click Finish.
Caution: If you reduce the recommended amount of space to use for backups, you might
not be able to back up as many disks or use the maximum allowed number of backup versions. The recommended amount of space is greater than the total size of all your disks to accommodate multiple backup versions.
If you change these proportions after you finish the wizard, you will lose all data in your shared folders and all existing backups.
Backup of computer disks is provided through a separate backup and recovery utility. You can install DiskSafe Express from the USRobotics Installation CD-ROM for this purpose. For more information about DiskSafe Express, see the “Protecting Local Disks” on page 77.
9. in the confirmation window, click OK.
The Configuration page appears and the system is configured according to the settings you speci­fied. Once the configuration is complete, the system restarts
Congratulations. You have successfully completed the installation procedure. Please register your Serial
ATA 4-Drive NAS at www.usr.com/productreg/
.
Accessing the Web User Interface
Once you have completed the initial configuration of your storage system, you can access the Web User Interface to add users, create shared folders, and perform other tasks related to managing your storage system.
There are two ways to access the Web User Interface:
Using a Web browser (Microsoft Internet Explorer 6.0 or Firefox 1.06 or newer)
Using the Storage System Console (a Windows application that must be installed on each computer where you want to use it)
Using a Web browser, you can access the Web User Interface from any computer in your network, but you must know the name or IP address of the storage system. In addition, if you configured the storage system
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to use a specific IP address, you might need to specify the IP address of the gateway in your network before you can successfully access the Web User Interface using a Web browser. First access the Web User Interface using the Storage System Console and then specify the gateway address (as described in
“Changing the Network Settings” on page 64.) and try to access it using a Web browser.
Using the Storage System Console, you can access the Web User Interface only from a computer in the same subnet as the storage system, but you do not have to know the name or IP address of the storage system or otherwise modify the network settings.
Note: The Storage System Console launches a Web browser, so the computer where you install the
Storage System Console must have Microsoft Internet Explorer 6.0 or Firefox 1.06 or newer installed as well.
Accessing the Web User Interface Using a Web browser
To access the Web User Interface using a Web browser:
1. From any computer in your network, run Microsoft Internet Explorer 6.0 or Firefox 1.06 or newer, enter the following in the address bar, and then press Enter:
http://storage_system
where storage_system is the name or IP address of the storage system.
Note: You can use the storage system name only if that name is registered with a DNS server on
your network.
When the login page appears, you can bookmark it so that you can quickly and easily access it the next time.
2. Log in to the Web User Interface (as described in “Logging In to the Web User Interface” on page 26).
Accessing the Web User Interface Using the Storage System Console
If you want to access the Web User Interface using the Storage System Console, you must install the Storage System Console on each computer from which you plan to manage the storage system. You can install the Storage System Console on any computer that runs one of the following operating systems:
Microsoft Windows Server 2003
Microsoft Windows XP
Microsoft Windows 2000 Professional, Server, or Advanced Server with Service Pack 2 or newer
To install the Storage System Console, follow the instructions in “Step Three: Install the Storage System
Console” on page 16.
Running the Storage System Console
Once you have installed the Storage System Console, you can run it and access the Web User Interface:
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1. Click Start > Programs > Storage System Console.
As soon as you start the Storage System Console, it automatically scans the network for storage sys­tems. This might take a few minutes. As soon as the scan is complete, the left pane displays a tree view of all the storage systems it found:
Note: If you connect a storage system to the network after the Storage System Console has
already scanned it, or if you change the IP address of the storage system, you must click Discover Storage Systems to scan the network again and update the tree in the left pane.
2. In the left pane, select the name of the storage system that you want to manage (for example, Stor- age), and then click Log On Storage System Manager.
3. Log in to the Web User Interface (as described in “Logging In to the Web User Interface” on page 26).
Logging In to the Web User Interface
Whether you access the Web User Interface using a Web browser or the Storage System Console, the
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login page appears. This ensures that only authorized individuals can change the storage system settings.
To log in, enter the administrator user name and password, and then click Log In.
The default administrator user name is admin, and the default password is storage. (These are case­sensitive.) However, you can change the name and password at any time. For more information, see
“Changing the System Settings” on page 61.
You can also change the language to use for the Web User Interface by clicking the desired language button.
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Navigating the Web User Interface
Once you log in to the Web User Interface, the Home page appears:
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The top of the Home page (and every page in the Web User Interface) displays a navigation bar that lets you access all the features of the storage system:
Home—Displays information about the total storage capacity on the storage system, how much disk space is allocated for shared folders, how much is allocated for backups, and how much is used for each. (Initially, there is no used space.) This page also displays total number of shared folders and the number of networked computers (backup clients) that have backed up one or more disks on the stor-
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age system.
Note: The total storage capacity will be less than the total size of all your hard disks because some
of the disk space is needed for the operating system and management software.
In addition, the amount of used backup capacity will be greater than the total size of all the disks listed on the Backups page because additional storage space is needed for the data that has changed between backups.
On the Home page, you can also click Current Connections:
This displays information about Windows and Mac OS X users who are currently connected to shared folders, including which shared folder they are accessing and when they logged on.
Notes:
If anyone accessed a shared folder using the guest user name (which is described in more detail in “Adding Users” on page 30), guest appears in the Users column, followed in parenthe- ses by the computer name.
Due to the nature of the NFS protocol, Linux and other Mac connections are not listed on this page. Likewise, ongoing backup or recovery activities do not appear on this page.
This page indicates only that a connection with a shared folder has been established; this does not necessarily mean that the user has opened any files in the shared folder.
Users—Displays a list of all currently configured users and lets you add, modify, and remove users.
For Windows and Mac OS X users, this area also lets you add, modify, and remove groups.
For more information, see “Adding Users” on page 30 and “Managing Users” on page 43.
Shared Folders—Displays a list of all currently configured shared folders and lets you add shared folders, change which users can access them, and remove them.
For more information, see “Creating Shared Folders” on page 33 and “Managing Shared Folders” on page 50.
Backups—Displays a list of all computer disk backups that currently exist and lets you change the recovery CD password or delete the backups for a particular computer hard disk.
For more information, see “Managing Backups” on page 55 and Chapter , "Protecting Local Disks," beginning on page 77.
Advanced—Provides access to advanced storage system configuration options, such as setting up e­mail alerts; upgrading the firmware; removing USB devices; changing the system, network, or disk configuration settings; viewing information about system events; and shutting down the system
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remotely.
For more information, see Chapter , "Managing Your Storage System," beginning on page 43.
Contact Us—Provides information about USRobotics and the other products and services it offers.
Log Out—Logs you out of the Web User Interface.
Adding Users
By default, the storage system includes a user named guest that has a password of guest. However, you might want to add other users as well. For example, if you want to restrict access to a shared folder that contains confidential information, you would add at least one user and authorize that user to access that shared folder (and not authorize the guest user to access it). Adding a user for each individual or computer in your network provides maximum flexibility and security, enabling you to control exactly who can access what information.
In addition, only Windows and Mac OS X users can use the guest user name. If there are Linux users or Mac users who aren’t using OS X in your network, you must add users to allow those individuals to access any shared folders.
When you add a Windows or Mac OS X user, a folder with the same name as that person’s user name is automatically created on the storage system. Only that person can access that folder, and that person has full read/write access to it. (In the Storage System Console, this folder is identified as the home folder.)
You can add up to 64 Windows or Mac OS X users, and up to 64 Linux or other Mac users (for a total of up to 128 users).
Note: Since each Linux/other Mac user can represent multiple users, the number of actual users can
be higher.
To add a user:
1. In the navigation bar, click Users.
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The Users & Computers page appears:
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2. Click Add.
3. Select the type of user that you want to add, and then click Next.
The operating system used by the user determines which option you should choose—Windows/Mac
OS X user (CIFS) or Linux/Other Mac user (NFS).
Note: Linux users and Mac users who are not using OS X access shared folders using the Network
File System (NFS). In this environment, access to shared folders is given to entire computers, not to individual users of those computers. However, in Windows and Mac OS X environments, each computer user can have individual access to a shared folder.
The page that appears next varies, depending on the user type you selected.
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Windows/Mac OS X user (CIFS)
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Linux/Other Mac user (NFS)
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4. Enter the requested user information and click Done:
For this type of user Do this
Windows/Mac OS X user (CIFS)
Linux/Other Mac user (NFS)
Enter the user name and password for accessing the shared folders. (You must enter the password a second time to confirm it.)
The user name can be up to 20 characters long and can include letters and numbers.
Note: If the user name and password that you specify here are the same as the person’s Windows user name and password, the person will not be prompted to provide a user name and password when accessing the shared folder.
Enter a computer description and the IP address or computer name of the person’s computer.
The Computer description can be the name of the person who typically uses the computer, or any other description that you want to provide to identify the computer in the Users list. This description can be up to 15 characters long.
The IP address or computer name is the IP address or the actual computer name in the computer's system configuration.
Note: Note: You can create a single user that actually represents multiple computers. In the IP address or computer name text box, you can use the wildcard characters * and ? to indicate a range of names. For example, include all computers in the subnet whose name begins with
*.company.com would include all computers in the domain company.com.
However, these wildcards cannot be used with IP addresses.
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client* or client? would
client.
The specified user name and type appears in the list on the Users & Computers page.
5. Repeat steps 2 through 4 until you have added all the users that you want to add at this time. (You can always add more users later.)
To put Windows or Mac OS X users into groups, see “Working with Groups” on page 46.
Creating Shared Folders
By default, the storage system includes a shared folder named public, and all Windows and Mac OS X users can access it and create, modify, or delete files there (unless you change the list of authorized users or their access rights as described in “Changing User Access to Shared Folders” on page 51).
However, you might want to create other shared folders as well. For example, in an office environment, you might want to create a shared folder for company policies that everyone can only view, and separate shared folders for confidential business files that only selected individuals or departments can view or change. In a home environment, you might want to create separate folders for different types of files, like photos, videos, or music. In addition, since only Windows and Mac OS X users can access the public folder, you would have to create shared folders if your network includes Linux or other Mac users.
You can create up to 64 shared folders. Users who can access and write to these shared folders can create additional sub-folders for organizing the files they store there.
To create a shared folder:
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1. In the navigation bar, click Shared Folders.
The Shared Folders page appears:
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Note: The Shared folders list includes usbdisk1 and usbdisk2, whether or not any USB disks
have been connected to the storage system.
In addition, shared folders created as the result of adding a Windows/Mac OS X user do not appear in the Shared folders list.
2. Click Add.
3. Specify which type of user will be accessing this shared folder, and then click Next.
The operating system running on the user’s computer determines which option you should choose— Windows/Mac OS X users (CIFS) or Linux/Other Mac users (NFS).
The page that appears next varies, depending on the user type you selected.
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Windows/Mac OS X user (CIFS)
Linux/Other Mac user (NFS)
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4. In the Shared folder name text box, enter a unique name for the shared folder, and then click Next.
This name can be up to 256 characters long and can contain letters, numbers, hyphens, underlines, and spaces.
Note: Each shared folder name must be unique. For example, if you create a shared folder named
Photos for Windows/Mac OS X users, you cannot subsequently create a shared folder named Photos for Linux/other Mac users.\
In addition, the shared folder name cannot be the same as any Windows Mac OS X user name.
For Linux/other Mac users, the Mount path indicates that path that those users will specify when accessing the shared folder (as described in “Accessing Shared Folders” on page 37). As you enter a shared folder name in the text box, the same name is appended to the mount path. (You cannot change the first part of the mount path—/nas/NASDisk-00002/.)
The page that appears next varies, depending on the user type you selected.
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Windows/Mac OS X user (CIFS)
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Linux/Other Mac user (NFS)
5. In the Unauthorized users list, select the name of the user(s) who should be able to access this shared folder.
To select multiple, contiguous users, hold down the Shift key and select the first user, then select the last user. All users between the first and last selected user are selected. To select multiple, non-contig-
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uous users, hold down the Ctrl key as you select each user.
Then specify what access rights the selected user(s) should have:
To allow the user(s) to do this Click this
Only read the files in the shared folder and its subfolders Add (Read-Only)
Read, add, modify, and delete the folders and files in the shared folder Add (Read/Write)
The selected user(s) move from the Unauthorized users list to the Authorized users list.
If you accidentally add a user that you didn’t mean to add, select the user in the Authorized users list and click Remove. The user returns to the Unauthorized users list.
Note: If you created groups (as described in “Adding a Group” on page 47), you can perform this
step with the Unauthorized groups list.
This page shows all groups and all users. For example, if you created a group named Group1, and added User2 and User3 to that group, the Unauthorized groups list includes Group1, and the Unauthorized users list includes User2 and User3. If you select Group1 and click Add (Read-Only), Group1 moves to the Authorized groups list, but User2 and User3 do not move to the Authorized users list. This allows you to specify unique access rights for those users. For example, you could select User3 and click Add (Read/Write). This would mean that everyone in Group1 would have read-only access to the shared folder except User3, who would have read/write access to it.
On the Shared Folders page, the group name in the Users with access column is pre­ceded by an @ symbol.
6. Repeat step 5 until you have defined all the desired access rights for all the desired users and groups, and then click Done.
7. Repeat steps 2 through 6 until you have created all the shared folders that you want to create at this time. (You can always create more shared folders later.)
When you have finished, you can log out (as described in “Logging Out of the Web User Interface” on page 72), or you can explore more of the features that the storage system has to offer. (For more infor­mation, see Chapter , "Managing Your Storage System," beginning on page 43.)
Accessing Shared Folders
Once you have added users and created shared folders, the users need to perform some simple steps to be able to access those folders. The procedure for doing this varies, depending on the user’s operating system. Each user can access only those shared folders that the user is authorized to access.
Note: If you change the IP address of the storage system, users who accessed the shared folders
using the previous IP address will be disconnected and must repeat the procedures described below using the new IP address.
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Windows Users
If you’re using Windows, you have two options for accessing shared folders: you can use My Computer or Windows Explorer to map a drive letter to the shared folder, or you can install the Storage System Console and use that utility to map a drive letter to the shared folder. With the Storage System Console, you don’t have to worry about remembering the name of the storage server or the shared folders; it displays them automatically. However, the computer where you install the Storage System Console must be on the same network as the storage system.
Using My Computer or Windows Explorer
To access a shared folder using My Computer or Windows Explorer:
1. Open My Computer or Windows Explorer.
2. From the Tools menu, click Map Network Drive.
The Map Network Drive dialog box appears:
The exact appearance of this dialog box varies, depending on your operating system.
3. In the Drive list, select the drive letter that you want to assign to the shared folder.
4. In the Folder text box, enter the following:
\\storage_system\shared_folder
where storage_system is the name or IP address of the storage system, and shared_folder is the name of the shared folder. For example, if the storage system name is Storage and the shared folder name is Photos, you would enter the following:
\\Storage\Photos
Note: You can use the storage system name only if that name is registered with a DNS server on
your network.
Alternatively, you can click Browse and select the shared folder from the Microsoft Windows Net-
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work.
5. To automatically connect to this shared folder each time you log on to Windows, select Reconnect at logon.
If you clear this option, you must repeat this procedure each time you want to access the shared folder.
6. Click Finish.
7. If prompted, enter your user name and password for accessing this shared folder, and then click OK.
Note: If the user name and password for accessing the shared folder are the same as your
Windows user name and password, you are not prompted to provide a user name and password to access the shared folder.
In addition, once you provide your user name and password for accessing one shared folder, you are not prompted to provide it again when you access other shared folders to which you have access rights.
If the guest user has access to this shared folder, you can use guest as both the user name and pass­word.
You can now access the shared folder from My Computer or Windows Explorer.
Using the Storage System Console
To access a shared folder using the Storage System Console:
1. Install the Storage System Console (as described in “Step Three: Install the Storage System Console” on page 16).
1. Click Start > Programs > Storage System Console.
As soon as you start the Storage System Console, it automatically scans the network for storage sys­tems. This might take a few minutes. As soon as the scan is complete, the left pane displays a tree view of all the storage systems it found:
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Note: If you connect a storage system to the network after the Storage System Console has
already scanned it, or if you change the IP address of the storage system, you must click Discover Storage Systems to scan the network again and update the tree in the left pane.
2. In the left pane, double-click the name of the storage system that contains the shared folders that you want to access.
The storage system name expands to display all the available shared folders. Those shared folders that can be accessed using the guest user name and password are listed first:
3. In the left pane, select the shared folder that you want to access and then click Map Drive Letter.
Note: The home item provides only you with access to a shared folder that is unique to your user
name.
The Map Network Drive dialog box appears:
The exact appearance of this dialog box varies, depending on your operating system.
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4. In the Drive list, select the drive letter that you want to assign to the shared folder.
5. To automatically connect to this shared folder each time you log on to Windows, select Reconnect at logon.
If you clear this option, you must repeat this procedure each time you want to access the shared folder.
6. Click Finish.
7. If prompted, enter your user name and password for accessing this shared folder, and then click OK.
Note: If the user name and password for accessing the shared folder are the same as your
Windows user name and password, you are not prompted to provide a user name and password to access the shared folder.
In addition, once you provide your user name and password for accessing one shared folder, you are not prompted to provide it again when you access other shared folders to which you have access rights.
If the guest user has access to this shared folder, you can use guest as both the user name and pass­word.
You can now access the shared folder from My Computer or Windows Explorer.
Linux Users
To access a shared folder on a computer running Linux:
1. Create a directory by entering the following command at the command prompt:
mkdir /my_directory
where my_directory is the name of the directory.
Be sure to include the full path to the directory (for example, /mnt/my_directory).
2. If desired, display a list of all the available shared folders by entering the following command:
showmount -e storage_system
where storage_system is the name or IP address of the storage system.
Note: You can use the storage system name only if that name is registered with a DNS server on
your network.
3. Mount the desired shared folder by entering the following command:
mount storage_system:/nas/NASDisk-00002/folder /my_directory
where storage_system is the name or IP address of the storage system, folder is the name of the shared folder, and my_directory is the name of the directory that you created in step 1.
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If you included a full path when creating the directory, be sure to include the full path with this com­mand (for example, mount storage_system:/nas /NASDisk-00002/folder /mnt/my_directory).
4. Repeat steps 1 through 3 for each shared folder that you want to access.
Mac Users
The procedure for accessing a shared folder on a Mac varies, depending on whether the Mac is running OS X or an older operating system. (Macs running OS X can access the same shared CIFS folders as Windows users. Mac running older operating systems can access the same shared NFS folders as Linux users.)
Mac OS X
To access a shared folder on a Mac running OS X:
1. From the Go menu, click Connect to Server.
2. In the Address text box, enter the following and click Connect:
smb://storage_system
where storage_system is the name or IP address of the storage system.
Note: You can use the storage system name only if that name is registered with a DNS server on
your network.
3. In the Select a share list, select the name of the shared folder that you want to access and then click OK.
4. Enter the user name and password for accessing this shared folder, and then click OK.
If the guest user has access to this shared folder, you can use guest as both the user name and pass­word.
An icon with the name of the shared folder is created on the desktop.
5. Repeat steps 1 through 4 for each shared folder that you want to access.
6. To access the shared folder, double-click the icon on the desktop.
Other Mac Operating Systems
For information about accessing a shared folder using NFS on a Mac running an operating system older than OS X, please refer to your Mac documentation.
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Managing Your Storage System
The Web User Interface lets you perform a number of tasks to help you get the most from your storage system:
Managing Users—Add, modify, or remove users, or put users into groups.
Managing Shared Folders—Create shared folders, rename existing shared folders, change which users can access existing shared folders or their access rights, and delete shared folders that you no longer want to keep.
Managing Backups—View which computer disks are backed up, change the password for recovering a backup, or delete a backup.
Setting Up E-mail Alerts—Specify whether or not e-mail notifications should be sent when a problem occurs, and who should receive the notifications.
Upgrading the Firmware—Upgrade your storage system firmware to the latest version.
Disconnecting USB Devices—If you’re using optional USB devices, you must disconnect them using the Web User Interface before you physically unplug them.
Changing the System Settings—Change the storage system name or time and date settings, as well as the user name or password for logging in to the Web User Interface.
Changing the Network Settings—Change the workgroup name, the storage system’s IP address(es), the gateway or DNS server settings, or the settings that allow the storage system to act as a DHCP server or FTP server.
Reconfiguring Your Storage System Disks—Change the proportions of your storage system that are allocated to shared folders and backups, or change your disk configuration.
Logging Out of the Web User Interface—Log out of the Web User Interface so that no one else can use your computer to make changes to the storage system.
Shutting Down the Storage System—Shut down the storage system using the Web User Interface rather than pushing the power button on the storage system manually.
Managing Users
When you click Users in the navigation bar, the Users & Computers page appears. This page displays a
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list of all currently configured Windows and Mac OS X users, as well as all Linux and other Mac computers.
Only the individuals or computers that appear on this page can access the shared folders or back up their local hard disks on the storage system. (In this guide, the term user refers to both individuals and computers.) You can add, modify, or remove users at any time.
Windows and Mac OS X users can also be put into groups. Putting users into groups makes it easier to give several users access to the same shared folder at once. For example, in an office environment, you might create one group for all users and give that group read-only access to a shared folder with corporate policies. You might then create separate groups for each department (such as Sales or HR) and give those groups read/write access to shared folders with information specifically for those groups (such as expense reports or company benefits). Each user can be a member of multiple groups.
Adding Users
To add a user, refer to “Adding Users” on page 30.
Modifying Users
For Windows and Mac OS X users, you can change the password used to access the shared folders, but not the user name. This change will not affect current connections, but will take effect the next time that a user tries to connect to a shared folder.
For Linux and other Mac users, you can change the IP address or computer name, but not the computer description. Changing this information immediately disconnects that computer from the shared folders.
Note: To change the user name or computer description, you must remove the existing user as
described in “Removing Users” on page 46, and then add a new user with the desired name or description as described in “Adding Users” on page 30.
To modify a user:
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1. In the navigation bar, click Users.
2. Select the radio button next to the user that you want to modify.
3. Click Edit.
The page that appears next varies, depending on the type of user you selected:
Windows/Mac OS X user (CIFS)
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Linux/Other Mac user (NFS)
4. Make the desired change and click OK:
For this type of user Do this
Windows/Mac OS X user (CIFS)
Enter the password for accessing the shared folders. (You must enter the password a second time to confirm it.)
Note: If the user name and password specified here are the same as the person’s Windows user name and password, the person will not be prompted to provide a user name and password when accessing the shared folders.
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For this type of user Do this
Linux/Other Mac user (NFS)
Enter the computer’s IP address or the actual computer name in the computer's system configuration.
A single user can actually represent multiple computers. In the IP address or compu- ter name text box, you can use the wildcard characters * and ? to indicate a range of names. For example,
net whose name begins with in the domain company.com. However, these wildcards cannot be used with IP addresses.
Note: If the user is currently connected to a shared folder, changing this information will disconnect the user.
client* or client? would include all computers in the sub-
client. *.company.com would include all computers
Removing Users
You can remove any user except the guest user.
If you remove a user who is currently connected to the storage system, that user remains connected until the user disconnects from the shared folder or shuts down the computer.
Caution: When you remove a Windows/Mac OS X user, the folder whose name matches that user
name is automatically deleted. If you’re removing the user simply to change the person’s user name, you might want to have the user copy any data from this folder to another location to ensure that it is not lost.
To remove a user:
1. In the navigation bar, click Users.
2. Select the radio button next to the user that you want to remove.
3. Click Remove.
4. When prompted to confirm the removal, click Yes.
The user no longer appears in the list on the Users page.
Working with Groups
Windows and Mac OS X users can be put into groups, which makes it easier to give several users access to the same shared folder at once.
When you click Users in the navigation bar and click Groups in the left pane, the page displays a list of all currently configured groups. When you select a group in the Groups list, the members of that group
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appear in the adjacent Members list.
You can add a group, modify the group membership, or remove groups at any time.
User Guide
Adding a Group
When you create a group, you typically specify which users should be members of that group, although you can create an empty group and add users later. (You must add users as described in “Adding Users” on page 30 before you can add those users to a group.)
Each user can be a member of multiple groups. For example, the user Alice might be a member of both the Marketing and Executives groups.
You can create up to 16 groups.
To add a group:
1. In the navigation bar, click Users.
2. In the left pane, click Groups.
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3. Click Add.
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4. In the Group name text box, enter a unique name for the group.
This name can be up to 20 characters long and can include letters, numbers, hyphens, and underlines.
5. Specify which users should belong to this group, and then click OK:
To d o t h i s Do this
Add all users to the group Click Add All Users.
All users move from the Available users list to the Group members list.
Add selected users to the group
Remove all users from the group
Remove selected users from the group
In the Available users list, select the user(s) that you want to add and then click
Add Selected User(s).
Click Remove All Users.
All users move from the Group members list to the Available users list.
In the Group members list, select the user(s) that you want to remove from the group and then click Remove Selected User(s).*
a
a To select multiple, contiguous users, hold down the Shift key and select the first user, then select
the last user. All users between the first and last selected user are selected.
To select multiple, non-contiguous users, hold down the Ctrl key as you select each user.
Changing the Group Membership
You can change which users are members of each group at any time. When you add a user to a group, that user immediately has access to all the shared folders that the group is authorized to access. However, if you remove a user from a group, the change does not take effect until that user disconnects from the shared folder or shuts down the computer.
For example, the user Alice might be a member of both the Marketing and Executives groups. The
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Marketing group might have read-only access to the Budget shared folder, while the Executives group might have read/write access. As a member of the Executives group, Alice would have read/write access to that shared folder. If Alice is currently connected to that shared folder and you subsequently remove her from the Executives group, she will continue to have read/write access to that folder until she disconnects or shuts down her computer. The next time she connects, she will continue to have access to the shared folder (since she is still a member of the Marketing group), but she will be able to only view the files there; she will not be able to add, modify, or delete any files.
To change the group membership:
1. In the navigation bar, click Users.
2. In the left pane, click Groups.
3. In the Groups list, select the group whose membership you want to change.
4. Click Edit.
5. Specify which users should belong to this group, and then click OK:
To d o t h i s Do this
Add all users to the group Click Add All Users.
Add selected users to the group
Remove all users from the group
Remove selected users from the group
In the Available users list, select the user(s) that you want to add and then click
Add Selected User(s).
Click Remove All Users.
In the Group members list, select the user(s) that you want to remove from the group and then click Remove Selected User(s).*
a
a To select multiple, contiguous users, hold down the Shift key and select the first user, then select
the last user. All users between the first and last selected user are selected.
To select multiple, non-contiguous users, hold down the Ctrl key as you select each user.
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The selected users move from one list to the other.
On the Groups page, when you select this group in the Groups list, the adjacent Members list imme- diately reflects the changes you just made.
Removing a Group
Removing a group does not remove the users that are members of that group; it simply means that the group will no longer appear in the Groups list on the Groups page. The users remain listed on the Users & Computers page.
However, removing a group can affect access to shared folders. When you remove a group, the members of that group will no longer have access to any shared folders that the group was authorized to access unless they were granted individual access as well.
For example, the Executives group might include Alice, Bob, and Carlos, and that group might have read/ write access to the Budget shared folder. If you remove the Executives group, Alice, Bob, and Carlos remain users, but they will no longer have any access to that shared folder.
On the other hand, if the Executives group had read/write access to the Budget shared folder, but Alice had read-only access, when you remove the group, Bob and Carlos will no longer have access to the Budget shared folder (since their access rights were determined by their group membership), but Alice will continue to have read-only access, since that access right was granted to her on a user level.
To remove a group:
1. In the navigation bar, click Users.
2. In the left pane, click Groups.
3. In the Groups list, select the group that you want to remove.
4. Click Remove.
5. When prompted to confirm the removal, click Yes.
The group no longer appears in the Groups list.
Managing Shared Folders
When you click Shared Folders in the navigation bar, the page displays a list of shared resources, including both shared folders and USB devices. When you select an item in the Shared folders list, the users and groups that can access that item appear in the Users with access list. (For groups, the group
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name is preceded by an @ symbol.)
By default, the storage system includes a shared folder named public, and all Windows and Mac OS X users can access it and create, modify, or delete files there (unless you change the list of authorized users or their access rights as described in “Changing User Access to Shared Folders” on page 51).
The Shared folders list also includes usbdisk1 and usbdisk2, whether or not any USB disks have been connected to the storage system.
You can create additional shared folders and delete them at any time. For both shared folders and USB disks, you can change which users can access them and what they can do with the subfolders and files there.
Adding Shared Resources
To create a shared folder, refer to “Creating Shared Folders” on page 33.
Changing User Access to Shared Folders
For any shared folder that appears in the Shared folders list or any USB disk, you can change which users can access it and what level of access they have.
Note: By default, all users have read/write access to the public folder. You can change the user
assignments or access rights for the public folder.
When you add a user to the list of authorized users for a shared folder or USB disk, that change takes effect immediately. However, if you remove a user from the list of authorized users, or if you change the user’s access rights, the change does not take effect until that user disconnects from the shared folder or USB disk, or shuts down the computer.
For example, the user Alice might have read/write access to the Budget shared folder. If Alice is currently connected to that shared folder and you subsequently remove her from the list of authorized users or change her access level to read-only, she will continue to have read/write access to that folder until she disconnects or shuts down her computer. The next time she connects, she will either not have access (if
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she was removed from the list of authorized users), or she will be able to only view the files there (if her access level was changed).
To change user access to shared folders and USB disks:
1. In the navigation bar, click Shared Folders.
2. In the Shared folders list, select the shared folder or USB disk whose user access you want to change.
3. Click Assign Access.
4. If you selected a shared folder or a USB disk to which you previously assigned users, go to step 5.
If you selected a USB disk to which you did not previously assign users, select the type of user that you want to assign to this USB disk, and then click Next.
The operating system used by the user determines which option you should choose—Windows/Mac
OS X user (CIFS) or Linux/Other Mac user (NFS).
Note: Linux users and Mac users who are not using OS X access shared folders using NFS. In this
environment, access to shared folders is given to entire computers, not to individual users of those computers. However, in Windows and Mac OS X environments, each computer user can have individual access to a shared folder.
The page that appears next varies, depending on what type of users can access the shared folder you selected:
Windows/Mac OS X user (CIFS)
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Linux/Other Mac user (NFS)
5. Specify which users should be able to access this shared folder or USB disk, and then click OK:
To d o t h i s Do this
Allow selected users to access to the shared folder or USB disk
Prevent selected users from accessing the shared folder or USB disk
In the Unauthorized users list, select the user(s) who should be able to access the shared resource and then click Add (Read-Only) or Add (Read/
a
Write).
Users with read-only access can only view the files in the shared resource; users with read/write access can view, add, modify, and delete folders and files in the shared resource.
In the Authorized users list, select the user(s) who should not be able to access the shared resource and then click Remove.*
a To select multiple, contiguous users, hold down the Shift key and select the first user, then select
the last user. All users between the first and last selected user are selected.
To select multiple, non-contiguous users, hold down the Ctrl key as you select each user.
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The selected users move from one list to the other.
Notes:
To change the access level for a user, select the user in the Authorized users list and click Remove. Then select that user in the Unauthorized users list and click either Add (Read­Only) or Add (Read/Write), depending on the access level you now want the user to have.
If you created groups (as described in “Adding a Group” on page 47), you can perform this step with groups as well.
This page shows all groups and all users. For example, if you created a group named Group1, and added User2 and User3 to that group, the Unauthorized groups list includes Group1, and the Unauthorized users list includes User2 and User3. If you select Group1 and click Add (Read-Only), Group1 moves to the Authorized groups list, but User2 and User3 do not move to the Authorized users list. This allows you to specify unique access rights for those users. For example, you could select User3 and click Add (Read/Write). This would mean that everyone in Group1 would have read-only access to the shared folder except User3, who would have read/write access to it.
Deleting a Shared Folder
Once you have created a shared folder, you can delete it at any time. When you delete a shared folder, any users who are currently accessing it are immediately disconnected from it.
Caution: Deleting a shared folder deletes all the subfolders and files in that shared folder. If you want to
delete only selected subfolders or files, access the shared folder (as described in “Accessing
Shared Folders” on page 37) and delete the desired items.
Notes:
You cannot delete the public folder.
You cannot delete the contents of a USB disk using the Shared Folders page. To delete its con­tents, you must give yourself read/write access to that disk (as described in “Changing User Access
to Shared Folders” on page 51), access the disk (as described in “Accessing Shared Folders” on
page 37), and then delete the desired folders and files.
To remove the USB disk from the storage system, use the Web User Interface to disconnect it (as described in “Disconnecting USB Devices” on page 60). Then physically unplug the USB disk from the storage system.
Even after you physically unplug the USB disk, it remains in the Shared folders list. This ensures that you don’t have to re-assign users if you later reconnect the USB disk.
To delete a shared folder:
1. In the navigation bar, click Shared Folders.
2. In the Shared folders list, select the shared folder that you want to delete.
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3. Click Delete.
4. When prompted to confirm the deletion, click Yes.
The shared folder no longer appears in the Shared folders list, and all associated subfolders and files are deleted.
Managing Backups
Once the users have used DiskSafe Express to back up their computer hard disks to the storage system (as described in "Protecting Local Disks," beginning on page 77), the Backups page displays a list of those users’ computers, the size of each protected disk, the date and time of the last four backups, and the backup disk ID (the number used to identify the backup on both the storage system and on the Status page in DiskSafe Express).
If a user ever has to recover a disk using the recovery CD, the user will be prompted for a password to do so. The user had to provide this password when protecting the disk. However, if the user forgets it, you can reset the password using the Web User Interface.
In addition, when a user removes protection for a disk, the existing backups are not deleted. The user can re-use the allocated space for new backups, or you can delete those backups manually using the Web User Interface.
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Changing the Recovery CD Password
To change the recovery CD password:
1. In the navigation bar, click Backups.
2. In the Computer name list, select the name of the computer whose recovery CD password you want to change.
3. In the Recovery CD password text box, type the password to use.
This password must be 12–16 characters long.
4. Click Change Password.
The user must provide this password when recovering a disk from this storage system using the recov­ery CD.
Deleting a Backup
You can delete all backups of a given disk, but you cannot delete just an individual backup from a specific date and time.
Note: If you delete all backups of all disks for a particular computer, that computer no longer appears
on the Backups page. However, that computer name remains in the storage system and counts toward the total number of computers that are allowed to back up to the storage system. If you want to delete all backups of all disks and the computer name, refer to the next section, “Deleting
a Client.”
To delete all backups of a disk:
1. In the navigation bar, click Backups.
2. Select the radio button adjacent to the disk whose backups you want to delete (in the second Select column).
3. Click Delete Backup.
4. When prompted to confirm the deletion, click Yes.
The disk no longer appears on the Backups page, and all backup versions are deleted. If only one disk was protected, the computer name disappears from the page as well.
Note: If you delete a backup and the user did not previously remove protection for that disk, when
the user subsequently accesses DiskSafe Express, the Status page will indicate that the backup of the protected disk is offline. To back up the disk once again, the user must remove protection and then protect the disk again. For more information, refer to “Removing
Protection” on page 104 and “Protecting Your Disks” on page 86.
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Deleting a Client
If you remove DiskSafe Express from a particular computer, or if you change the computer name, the original computer name remains on the storage system and counts toward the total number of computers that are allowed to back up to the storage system. To both delete all backups of all disks for a particular computer and the computer name, you must delete the client.
To delete a client:
1. In the navigation bar, click Backups.
2. Select the radio button to the left of the computer whose backups and computer name you want to delete from the storage system (in the first Select column).
3. Click Delete Client.
4. When prompted to confirm the deletion, click Yes.
All backups of all disks associated with this computer are deleted, and the computer name is also deleted from the storage system.
Note: If you delete a client and the user did not previously remove protection for that disk, when the
user subsequently accesses DiskSafe Express, the Status page will indicate that the backup of the protected disk is offline. To back up the disk once again, the user must remove protection and then protect the disk again. For more information, refer to “Removing
Protection” on page 104 and “Protecting Your Disks” on page 86.
Setting Up E-mail Alerts
The Alerts page allows you to set up the storage system to notify up to three people via e-mail if a problem occurs—for example, if one of the disks fails, or if insufficient space is available for creating new files or
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To take advantage of this feature, you must have access to an SMTP e-mail server, either within your own network or through an Internet service provider.
Note: The e-mail might not be sent immediately when the problem occurs, but will be sent within an
hour of the event. In addition, if the problem is fixed within an hour of its occurrence—for example, if you replace the disk that failed—the alert will not be sent.
To set up e-mail alerts:
1. In the navigation bar, click Advanced.
2. Specify whether or not the storage system should send e-mail notifications when a problem occurs by selecting or clearing the Send e-mail notifications check box.
If you select this option, you must provide the fully qualified domain name or IP address of your e-mail server and at least one e-mail address.
If you clear this option, e-mail notifications will not be sent, and all the related fields on this page appear dimmed. However, if you previously entered information on this page, that information is retained so that you can easily re-enable e-mail notifications later. If you clear this option, you do not have to complete the rest of this procedure; simply click Apply.
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3. In the SMTP server name or IP address text box, enter the fully qualified domain name or IP address of your e-mail server.
4. Specify whether or not your e-mail server requires authentication by selecting or clearing SMTP server authentication.
If you select this option, you must enter a user name and password for logging into that server in the User name and Password text boxes.
If you clear this option, no authentication will be performed.
5. If your e-mail server cannot use the default sender e-mail address (root@localhost), or if you want the individuals who receive e-mail notifications to be able to reply to the alert, enter the address that you want to appear as the return address in the Sender e-mail address text box.
For example, you could enter your own e-mail address (such as MyName@MyCompany.com).
6. In the First e-mail address text box, enter the e-mail address of an individual who should receive e­mail notifications when a problem occurs.
The e-mail address can be up to 128 characters long and must include the @ symbol (for example, MyName@MyCompany.com).
7. If you want e-mail notifications to be sent to other individuals as well, enter the appropriate e-mail addresses in the Second e-mail address and Third e-mail address text boxes.
8. Click Apply.
9. When the confirmation message appears, click OK.
10. To confirm that the configuration is correct, click Test E-mail, and click OK on the confirmation mes- sage.
This sends a test message to the specified recipients. If they do not receive the test message, make sure that all the entries on this page are correct. You might also have to modify the network settings (such as the gateway to use). For information about changing the network settings, refer to “Changing
the Network Settings” on page 64.
Upgrading the Firmware
The Firmware page displays the current version of the firmware that is installed on your storage system. It
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also allows you to upgrade it if newer firmware becomes available.
For additional security, you must enter your administrator password in order to upgrade the firmware.
Caution: When you upgrade the firmware, the storage system restarts, and access to the Web User
Interface is temporarily interrupted. In addition, users will not be able to access the shared folders while the system restarts. If users have shared files open, data might be lost. Be sure to have all users save their changes and close any open files before you upgrade the firmware.
Restarting the storage system when a backup is occurring will not have any adverse effect; the backup will resume automatically when the storage server resumes operation. However, restarting the storage system when a disk is being recovered can potentially corrupt the user’s operating system, and the user will have to recover the system disk using the recovery CD (or, if the system disk was not protected, re-install the operating system). Be sure to upgrade the firmware only when recovery is not occurring.
To upgrade the firmware:
1. In the navigation bar, click Advanced.
2. In the left pane, click Firmware.
3. In the Firmware file text box, enter the path and file name for the firmware package (such as D:\fs20060921.pkg), or click Browse and select the file from the displayed list.
4. In the Administrator password text box, enter the password that you use for logging in to the Web User Interface.
5. Click Upgrade.
6. When the confirmation message appears, click OK.
Disconnecting USB Devices
The USB page displays a list of all USB devices that are currently attached to the storage system, including the type of device it is, the manufacturer, and the name. USB disks are identified by the names usbdisk1 and usbdisk2. USB printers are identified by the names usbprinter1 and usbprinter2. (These
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names cannot be changed.)
When you plug a USB device into the storage system, the storage system automatically detects it and adds that device to the USB page. (You might need to click Scan to update the display.)
However, when you want to unplug a USB device from the storage system, you must first use the Web User Interface to disconnect it. This prevents data corruption and other potential problems with the device. Once the USB device has been disconnected via the Web User Interface, you can unplug it.
To disconnect a USB device:
1. In the navigation bar, click Advanced.
2. In the left pane, click USB.
3. In the list of USB devices, select the device(s) that you want to disconnect.
4. Click Disconnect.
5. When the confirmation message appears, click OK.
You can now unplug the USB device.
Note: If you inadvertently disconnect a USB device that you want to retain, unplug it from the
storage system, plug it back in, and then click Scan. This reactivates the USB device.
Since the USB device always remains on the Shared Folders page, any user assignments are always retained.
Changing the System Settings
The System page displays the settings that you specified when you initially configured the storage system,
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such as the storage system name, and the current date and time.
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You can change these settings at any time.
Note: If you change the name of the storage system, be sure to also change that name in any local
hosts files or on the DNS server in your network. The storage system does not register its name with your DNS server automatically.
For example, if users connected to the storage system using its IP address, changing the name has no effect. However, if they connected using the name, they must disconnect from their shared folders (as described in “Disconnecting from Shared Folders” on page 118) and then access the shared folders again using the new name (as described in “Accessing Shared Fold-
ers” on page 37).
If the DiskSafe Express users connected to the storage system using its name, they must remove protection from all disks that connected to this storage system (as described in “Remov-
ing Protection” on page 104) and protect their disks again (as described in “Protecting Your Disks” on page 86), using the new name.
Using the System page, you can also change the administrator password to use for logging in to the Web User Interface.
To change any of the system settings:
1. In the navigation bar, click Advanced.
2. In the left pane, click System.
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3. Make the desired changes:
To change this Do this
The storage system name
The system date, time, or time zone In the Date fields, enter or select the desired month, date, and year.
NTP server name or IP address
The administrator name or password In the Administrator name text box, enter the user name to use for log-
In the Storage system name text box, enter the new name to use for the storage system.
This name can be up to 15 characters long and can include letters, num­bers, and hyphens.
In the Time field, enter or select the desired hour, minute, and second.
In the Time zone list, select the desired time zone.
In the NTP server name or IP address text box, enter the name or IP address of the Network Time Protocol server from which the storage sys­tem should set its time.
You can use a name only if it is resolvable.
The storage system will synchronize its time with the NTP server every hour.
ging in to the Web User Interface.
4. Click Apply.
In the Password and Confirm password text boxes, enter the password to use for logging in to the Web User Interface.
The user name and password are case-sensitive.
To reset the password to its factory default:
1. If the storage system is running, shut it down by pressing the power button unit for approximately 5 seconds.
2. After the storage unit has shut down, press and hold the power button until the power LED comes on, and then release the button.
3. As soon as the LEDs for all of your disks have come on, press and hold the power button for 2 seconds, and then release the button.
The default login administrator name is admin.
The defalut login password is storage.
5. When the confirmation message appears, click OK.
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Changing the Network Settings
The Network page displays the network settings that were set when you initially configured the storage system.
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You can change these settings at any time.
Note: Changing the IP address or subnet mask can have several effects:
If you access the Web User Interface using the Storage System Console or using the storage sys­tem’s IP address, access to the Web User Interface will be disrupted and you will have to access it again using the new IP address.
Users who accessed the shared folders using the previous IP address will be disconnected and must access them again using the new IP address (as described in “Accessing Shared Folders” on page 37).
Users who backed up their disks to the storage system using the previous IP address must remove protection for all affected disks (as described in “Removing Protection” on page 104) and protect their disks again (as described in “Protecting Your Disks” on page 86), removing the storage system from the list of backup locations and adding it again using the new IP address.
Users who backed up their disks to the storage system using the storage system name do not have to remove protection from their disks or remove the storage system from the list of backup loca­tions. However, they must start DiskSafe Express so that it can retrieve the new IP address.
You can also configure the storage system to act as a DHCP server. In other words, the storage system can assign IP addresses to other computers in your network, simplifying the network configuration of each individual system.
In addition, your storage system can act as an FTP server. This allows all Windows or Mac OS X users to use a Web browser to access the public folder. They can also access their personal folder that was created automatically when their user name was added to the storage system (as described in “Adding
Users” on page 30). For more information, refer to “Accessing the Storage System through FTP and Te ln e t” on page 75.
To change any of the network settings:
1. In the navigation bar, click Advanced.
2. In the left pane, click Network.
3. Make the desired changes:
To change this Do this
The workgroup to which the storage system belongs
The IP address(es) used by the storage system
The IP address of the gateway
In the Workgroup name text box, enter the name of the workgroup.
This name can be up to 15 characters long.
In the Port 1 group box, either select Get an IP address automatically to obtain the IP address from your DHCP server, or select Use this IP address and enter the IP address and subnet mask in the subsequent text boxes.
If your network includes a gateway, and if the storage system uses a specified IP address rather than obtaining one from the DHCP server, enter the IP address of the default router in the Gateway IP address text boxes.
If your network does not include a gateway, leave these text boxes blank. (If the storage system obtains its IP address from a DHCP server, the gateway will obtain its IP address from the DHCP server as well.)
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To change this Do this
The DNS server to use
The DHCP settings
If your network includes a DNS server, and the storage system uses a specified IP address rather than obtaining one from the DHCP server, enter the primary IP address in the Preferred DNS server text boxes and the secondary IP address in the Alternate DNS server text boxes.
If your network does not include a DNS server, or if the storage system obtains its IP address from the DHCP server, leave these text boxes blank. (If thestor­age system obtains its IP address from a DHCP server, the DNS server IP address will be obtained from the DHCP server as well.)
If you want to use the storage system as a DHCP server, in the Port 1 group box, select Use this IP address and enter the IP address and subnet mask in the subsequent text boxes.
Then select the Enable DHCP server check box, enter the beginning IP address in the Starting IP address text boxes, and enter the last IP address in the Ending IP address text boxes.
For example, if the Starting IP address is 192.168.0.103 and the Ending IP address is 192.168.0.107, the storage system will allocate the IP addresses
192.168.0.103, 192.168.0.104, 192.168.0.105, 192.168.0.106, and
192.168.0.107 to the first five computers that try to obtain their IP addresses from the storage system. As soon as one of those computers shuts down or oth­erwise loses its network connection, that IP address will be assigned to the next computer that tries to obtain its IP address from the storage system.
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If you do not want to use the storage system as a DHCP server, clear the Ena­ble DHCP server check box. (If Get an IP address automatically is selected,
you cannot use the storage system as a DHCP server.)
The FTP settings
If you want to use the storage system as an FTP server, select the Enable FTP server check box.
If you do not want to use the storage system as an FTP server, clear this option.
For information about accessing the storage system using FTP, refer to
“Accessing the Storage System through FTP and Telnet” on page 75.
4. Click Apply.
5. When the confirmation message appears, click OK.
Note: If you changed the IP address of the storage system, you must now access the Web User
Interface using the new IP address.
Reconfiguring Your Storage System Disks
The Disks page displays information about all the hard disks that are currently installed in your storage
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system:
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This page includes the following details:
The disk configuration (that is, whether the disks use a linear or RAID configuration, and the RAID level)
The overall status of the disks:
Normal—All the disks are working properly.
Degraded—One or more disks have failed but all the data is still available.
Failed—The storage system has stopped working properly.
The slot where each hard disk resides
The model number, serial number, and size of each hard disk
The current status of each disk:
RAID n—The disk is working properly as part of the specified RAID level.
New—The disk has been added to the storage system but is not part of a RAID.
Spare—The disk is acting as a spare disk for the RAID.
Rebuilding—The disk is being rebuilt (for example, when a failed disk is replaced)
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N/A—The disk is detected but not available for use (for example, when it has failed)
The hotplug indicator:
Caution: If the hotplug indicator for a disk is red or yellow, removing the disk will result in a loss of
data. To avoid such loss, remove a disk only if its hotplug indicator is green
RED—Removing the disk will cause the RAID to fail.
YELLOW—Removing the disk will cause RAID degradation.
GREEN—Removing the disk will not affect the RAID.
Note: Whenever you add or remove a disk from the storage system, you must click Refresh to
update this page.
For detailed information about RAIDs and how adding, removing, or swapping disks affects the storage system, refer to "Disk Configurations," beginning on page 107.
You can change the disk configuration or percentage of the storage space that is allocated for shared folders at any time. However, for additional security, you must enter your administrator password to be able to make these changes.
Caution: Changing the disk configuration or percentage to allocate for shared folders will delete all
user information and all data on all the disks.
Before you change these settings, have all the users disconnect from all shared folders (as described in “Disconnecting from Shared Folders” on page 118) and remove protection from all disks (as described in “Removing Protection” on page 104).
When you are done, you must re-add all users (as described in “Adding Users” on page 30), create new shared folders (as described in “Creating Shared Folders” on page 33), and have all users once again access the shared folders (as described in “Accessing Shared Folders” on page 37) and protect their disks (as described in “Protecting Your Disks” on page 86).
To change the disk configuration or storage space allocation:
1. In the navigation bar, click Advanced.
2. In the left pane, click Disks.
3. In the Administrator password text box, enter your password for logging in to the Web User Inter­face.
4. Click Reconfigure Disks.
5. When the confirmation message appears, click OK.
The Disk Configuration page appears. (The options that appear on this page vary, depending on the
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number of hard disks that are currently installed in the system.)
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6. If you want to add or remove hard disks, do so one at a time and click Scan after each action. If you’re adding disks, wait until the disk LED is blue before you click Scan.
To accept the default disk configuration (which will provide the best level of data protection available for the number of hard disks currently installed), click Next. By default, a linear disk configuration is used for a single hard disk, RAID 1 is used for two hard disks, and RAID 5 is used for three or four hard disks.
If you want to change the disk configuration, select the desired RAID level and then click Next. (For detailed information about the different RAID levels, refer to "Disk Configurations," beginning on page 107.)
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The Disks to Back Up page appears:
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7. In the Number of disks to back up list, select the total number of disks that you plan to back up to this storage system.
If some computers have multiple disks, be sure to select the total number of disks that you plan to back up. For example, if your network has five computers and each computer has two hard disks, you would select 10.
When you select a number from this list box, a corresponding number of text boxes (Disk 1, Disk 2, etc.) appear in the Capacity of drives group box.
If you don’t plan to back up any disks, select 0, click Next, and go to step 9.
The maximum number of disks you can back up is 25.
If you leave this field blank, 70% of your storage space will be allocated for backups, and 30% will be allocated for shared folders.
8. In each text box, enter the size of each disk that you plan to back up (in gigabytes).
To determine the size of a disk, open My Computer or Windows Explorer on that computer, right-click the disk, and then click Properties. Be sure to enter the entire capacity of each disk, not just the amount of used disk space.
If a disk is smaller than 1 GB, divide the number of megabytes by 1024. For example, a 512-MB disk would be .5 GB (512 divided by 1024 is .5).
Note: Only 99% of the available storage space can be allocated for backups. If the amount of disk
space you need exceeds that limit, you will not be able to back up all the disks.
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The Disk Space Distribution page appears:
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9. To change the percentage of space allocated for shared folders and backups, enter the desired per­centage for each usage type. (The percentages must add up to 100%.) Then click Reconfigure Disks.
10. When the confirmation message appears, click OK.
The screen displays the progress of the process:
When this process is complete, the storage system restarts.
11. Close the browser window.
After the system has restarted, you can access the Web User Interface and re-create your users and shared folders (as described in “Adding Users” on page 30 and “Creating Shared Folders” on
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page 33).
Logging Out of the Web User Interface
When you have finished using the Web User Interface, it is recommended that you log out to ensure that unauthorized individuals do not make changes to the storage system.
To log out:
1. In the navigation bar, click Log Out.
2. When the confirmation message appears, click OK.
The Log Out page appears:
3. To log back in to the Web User Interface later, click Log In.
Shutting Down the Storage System
To shut down the storage system, you use the power button on the unit itself, or you can shut the system down remotely using the Web User Interface.
Shutdown by Using the Power Button
For a gradual shutdown, press and release power button quickly
For an immediate shutdown, press and hold power button until the LEDs turn off. This takes about four or five seconds.
Shutdown through the Web User Interface
To ensure that you don’t shut down the system accidentally, you must enter your administrator password
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to do this.
Caution: If you shut down the storage system, users will no longer be able to access the shared folders
on the storage system. If users have shared files open, data might be lost. Be sure to have all users save their changes and close any open files before you shut down the storage system.
Shutting down the storage system when a backup is occurring will not have any adverse effect; the backup will resume automatically when the storage server is powered on again. However, shutting down the storage system when a disk is being recovered can potentially corrupt the user’s operating system, and the user will have to recover the system disk using the recovery CD (or, if the system disk was not protected, re-install the operating system).
To shut down the storage system using the Web User Interface:
1. In the navigation bar, click Advanced.
2. In the left pane, click Shut Down.
3. In the Administrator password text box, enter the password for logging in to the Web User Interface.
4. Click Shut Down.
A message appears, indicating that the system is shutting down.
Once the storage system shuts down, if you refresh the browser window, it will be blank. If you subse­quently try to access the Web User Interface, an error message will appear, since the storage system will no longer be running.
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Accessing the Storage System through FTP and Telnet
FTP
If you enabled the storage system to act as an FTP server, all Windows or Mac OS X users can use a Web browser to access the public folder and their personal folders. For information about enabling the storage system to act as an FTP server, see “Changing the Network Settings” on page 64
Note: Even if you changed the access rights to the public folder (for example, to prevent a particular
user from accessing it altogether or to limit a user to read-only access), all existing users have full read/write access to the public folder when accessing it via FTP.
To access the storage system using FTP:
1. At any Windows or Mac OS X computer, open a Web browser, enter the following in the address bar, and press Enter:
ftp://user_name@storage_system
where user_name is the user name as defined on the storage system and storage_system is the name or IP address of the storage system (for example, ftp://user1@storage or ftp://user1@192.168.0.101).
Note: You can use the storage system name only if that name is registered with a DNS server on
your network.
You can use guest as the user name, but you will be able to access only the public folder.
2. If prompted, enter your user name and password for accessing shared folders, and then click OK.
If you used the guest user name, the password is also guest.
3. Double-click any of the displayed folders or files to open them.
You have full read/write access to all the folders and files in both the public folder and your personal folder.
Even if you browse to other websites, you remain logged in until you close the browser window. (That is, you can return to the FTP site using the Back button in your browser window.
Telnet
To access the storage system via Telnet, use the user name root and the administrator password that you use to log into the Web User Interface.
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Protecting Local Disks
Even if most of your data is stored and protected on your storage system, your operating system files, applications, and many other files still reside on each individual computer in your network. If one of those local disks fails, it can take many hours to re-install and reconfigure the operating system and applications on a new or repaired hard disk, and some files might be completely lost.
DiskSafe Express is a software application designed to address this issue. On each computer where it is installed, DiskSafe Express provides reliable data protection and rapid data recovery in the event of a system crash or disk failure.
DiskSafe Express protects Windows desktops and laptops by backing up their local disks or partitions to the storage system. To make sure that you have recent copies of your local disk, DiskSafe Express can automatically perform a backup at regularly scheduled intervals—either once a day or once a week, whichever you prefer. (You can also disable automatic backups and just perform backups manually at a time of your choosing.) Up to four backups are saved on the storage system; each time a new backup is performed, the oldest backup is automatically deleted.
Local computer running
DiskSafe Express®
local disk
LAN
USR 8700 Attached Storage
copies of local disk
To ensure that valuable storage space isn’t used up by duplicate data, when DiskSafe Express performs each subsequent backup, it copies only the data that has changed since the last time a backup was performed. This also minimizes the impact on your network.Through unique technology on the storage system, each backup is a complete point-in-time image. You can view or recover the entire disk or partition exactly as it existed at a particular date and time.
Whenever you want to recover data from the storage system, you can do so quickly and easily. If you need to recover just a few folders or files, you can access the desired backup and copy what you need back to your local disk. If the protected disk isn’t your system disk (that is, the disk that contains the Windows operating system files that the computer uses when it runs), and you need to recover the whole disk, you can do so using DiskSafe Express. And if the protected disk is your system disk, and you need to recover the whole disk, you can do so using the recovery CD. Recovering the whole disk makes it contain exactly the same data that it contained at the time the backup was performed—you don’t have to reinstall or reconfigure the operating system or applications.
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Getting Started
System Requirements
Each computer where DiskSafe Express is installed must have the following:
One of the following operating systems:
Microsoft Windows XP Home Edition or Professional with Service Pack 2 or newer
Microsoft Windows Server 2003
Microsoft Windows 2000 Professional, Server, or Advanced Server with Service Pack 4
Microsoft iSCSI Initiator 2.0
Note: For information about downloading and installing this item, refer to the next section,
“Installing the Microsoft iSCSI Initiator.”
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20 MB free hard disk space
Note: DiskSafe Express requires the Intelligent Management Agent (IMA), which is installed
automatically if it is not already installed. IMA requires an additional 5 MB of free hard disk space (for both the application and associated log file data).
Microsoft .NET Framework 1.1 is also required and installed automatically if it is not already installed. The .NET Framework requires approximately 40 MB of additional free hard disk space.
In addition, if you’re using a firewall on the computer that you plant to protect, open TCP port 11762 on the firewall. This ensures that DiskSafe Express can communicate with the storage system.
Installing the Microsoft iSCSI Initiator
Before you can install DiskSafe Express, you must download and install the Microsoft iSCSI Initiator 2.0.
To download and install this initiator:
1. Open a Web browser, enter the following in the address bar, and press Enter:
http://www.microsoft.com/downloads/details.aspx? FamilyID=12cb3c1a-15d6-4585-b385-befd1319f825&DisplayLang=en
2. Scroll down to the Files in This Download section and download the item that ends with x86fre.exe.
3. Select the option to run the file (Run, Open, or Run this program from its current location).
4. If a security warning appears, click Run.
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The installation wizard starts.
5. On the first page of the installation wizard, click Next.
6. On the page with installation options, click Next. (Initiator Service and Software Initiator are selected by default.)
7. If a message box appears telling you to configure the settings in the Control Panel, click OK.
Note: You do not have to configure the Microsoft iSCSI Initiator. DiskSafe Express will configure it
for you automatically.
8. If you agree to the terms of the license agreement, select I Agree and then click Next.
9. When the installation completes, click Finish.
After your computer restarts, you can install DiskSafe Express.
Installing DiskSafe Express
You must install DiskSafe Express on each computer whose local disks you want to protect.
To install DiskSafe Express:
1. Insert the USRobotics Installation CD into a CD-ROM drive. The startup program prompts you to make a choice:
2. Select DiskSafe Express.
3. If the Microsoft iSCSI Initiator 2.0 is already installed, go to step 4.
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If this component is not currently installed, the following prompt appears:
Click OK to go to the Microsoft website, click iSCSI Software Initiator v2.0, and follow the instructions in “Installing the Microsoft iSCSI Initiator” on page 78.
You must install the Microsoft iSCSI Initiator 2.0 before you can install DiskSafe Express.
When you have finished installing the iSCSI initiator, re-start the installation of DiskSafe Express.
4. If Microsoft .NET Framework 1.1 is already installed, go to step 7.
If this component is not currently installed, the following prompt appears:
Click Yes to install this component. (You cannot install DiskSafe Express without first installing Micro­soft .NET Framework 1.1.)
When you click Yes, the setup utility for Microsoft .NET Framework 1.1 starts:
5. If you agree to the terms of the license agreement, select I agree and then click Install.
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It might take some time to copy and configure the associated files.
Note: The remaining time might be reported as 0 and it might appear that no progress is occurring.
However, configuration is occurring in the background.
6. When a message appears, indicating that the installation of Microsoft .NET Framework 1.1 is com­plete, click OK.
After you click OK, the Intelligent Management Agent is installed automatically (if it is not already installed), and the welcome page for installing DiskSafe Express appears:
7. On the welcome page, click Next.
The license agreement appears:
8. If you agree to the terms of the license agreement, select I accept the terms of the license agree- ment and then click Next.
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9. Click Next to install DiskSafe Express in the displayed location.
Alternatively, you can click Browse, select or enter a different location, click OK, and then click Next.
Note: You must install DiskSafe Express on the drive that you boot from (that is, where Windows is
installed, typically C:).
10. To complete the installation and restart your computer, click Finish.
If you do not want to restart your computer at this time, select No, I will restart my computer later and then click Finish. You do not have to restart the computer immediately after installation, but you do have to restart it before running DiskSafe Express.
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After you restart the computer, the Add License dialog box appears:
11. Type the key code for licensing the product and click OK.
The license key is on the back of the recovery CD envelope.
Note: If you previously used this key code on a different computer, an error message appears, and
you must re-activate your license. For more information, refer to “Activating Your license” on page 84.
If your computer has an Internet connection, the license is activated automatically. Click OK on the confirmation message, and the Protect a Disk wizard starts. For information about this wizard, refer to
“Protecting Your Disks” on page 86.
If your Internet connection is temporarily down, or if your computer doesn’t have an Internet connec­tion, click OK on the warning message. The Protect a Disk wizard still starts, but after 30 days you will no longer be able to perform backups or recovery until you activate the license. For more information, refer to “Activating Your license” on page 84.
Starting DiskSafe Express
To start DiskSafe Express, click Start > Programs > USRobotics > DiskSafe Express.
If you did not protect a disk after installing DiskSafe Express and restarting your computer, you are prompted to do so the first time you run this application. For information about this wizard, refer to
“Protecting Your Disks” on page 86.
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If you already protected a disk, the application window appears:
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The Status page displays the name of the disk that you protected and related information, such as the size of the disk, the name of the storage system where the backup resides, the number used to identify the backup disk on the storage system (Backup disk ID), the current status, information about any ongoing activity, and the date and time of the last backup and next scheduled backup (if any).
Note: If your license is not currently activated, a message appears, advising you of this. You must
activate your license within 30 days of installing DiskSafe Express. After that time, you will no longer be able to perform backups or recovery. For more information, refer to “Activating Your
license” on page 84.
Activating Your license
When you install DiskSafe Express and restart your computer, you are prompted to license the product. If your computer has an Internet connection, the license is activated automatically. However, if your Internet
connection was temporarily down or if your computer has no Internet connection, your license was not activated. You must activate your license within 30 days of installing DiskSafe Express; otherwise, you will not be able to perform backups or recovery.
If your Internet connection was temporarily down, your license will be activated automatically the next time you run DiskSafe Express with a restored Internet connection.
However, if your computer has no Internet connection, you must perform offline activation (as described in
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the next section).
Note: Activation is tied to your computer’s hardware. Once you have activated a particular license, if
your computer hardware changes, or if you subsequently install DiskSafe Express on a different computer using the same key code, an error message appears. You must export your current license data (Action > License > Offline Activation > Export License Data) and e-mail the license file to Activate.Keycode@falconstor.com, indicating that your hardware has changed. When you receive confirmation that your license has been re-activated, you can continue to use the product.
If you need assistance with this procedure, contact Technical Support.
Activating Your License without an Internet Connection
If your license wasn’t activated because your computer has no Internet connection, you must obtain an activation code using another computer that does have both an Internet connection and e-mail.
To activate your license without an Internet connection:
1. From the Action menu, click License > Offline Activation.
The Offline Activation dialog box appears.
2. Click Export License Data.
3. On the Save As dialog box, select one of the following locations and then click Save:
A shared folder accessible to both your computer and a computer that has Internet and e-mail
access
A floppy disk
A USB disk
4. If you did not save the file to a shared folder, take the floppy disk or USB disk to a computer with Inter­net and e-mail access.
5. From the computer that has Internet and e-mail access, e-mail the license file to the following address:
Activate.Keycode@falconstor.com
6. When you receive an e-mail response, save the returned license file back to the shared folder, floppy disk, or USB disk.
7. If you did not save the file to a shared folder, take the floppy disk or USB disk back to the computer where DiskSafe Express is installed.
8. From the Action menu, click License > Offline Activation.
9. Click Import Activation Code.
10. On the Open dialog box, browse to the location of the returned license file and double-click it.
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11. On the confirmation message, click OK.
The license is now activated and you can continue to backup up and recover your data.
12. To close the dialog box, click Exit.
Replacing Your Existing License
To replace your existing license:
1. From the Action menu, click License > Add License.
The Add License dialog box displays your current license key code.
2. In the License key code text box, enter the new key code.
3. Click OK.
4. When the confirmation message appears, click OK.
User Guide
If your computer has an Internet connection, the license is activated automatically. If your Internet con­nection is temporarily down, your license will be activated automatically the next time you run DiskSafe Express with a restored Internet connection. If this computer does not have an Internet connection, you must perform offline activation (as described in the previous section.)
Protecting Your Disks
After you install DiskSafe Express and restart your computer, the Protect a Disk wizard runs automatically. Using this wizard, you can specify which disk or partition you want to back up, where the backups should be stored, when automatic backups (if any) should occur, and what password you want to use for the recovery CD. If you cancel this wizard, you can start it again at any time using the following procedure.
To protect a disk:
1. Click Protect a Disk.
The Protect a Disk wizard runs.
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2. In the Available disks list, select the disk or partition that you want to protect.
User Guide
Even if your computer has only one hard disk, two items appear in this list. The first item represents the entire hard disk, and the second item represents the partition on that disk. (If there’s only one parti­tion on the disk, the partition is the same as the entire disk.)
If your hard disk is divided into multiple partitions, this list displays one item for the entire hard disk, and one item for each partition. If your computer has multiple hard disks, this list displays an item for each entire disk and an item for each partition on each disk. Each partition is identified by its drive let­ter.
Note: Dynamic disks are not supported.
If you select an entire disk, all the partitions on that disk are protected as a single entity. This means that you can’t later recover only one partition; you have to recover the entire disk. If you select just a partition, you can subsequently recover just that partition.
In addition, you can recover a data disk or partition using DiskSafe Express, but you can recover a sys­tem disk or partition only using the recovery CD, so if you have separate partitions for your system information and your data, you might want to protect each one separately.
Note:
If your computer has only one disk with one partition, select the disk.
If your disk has a system partition and a data partition, select one of the partitions and complete the wizard. Then run the wizard again and protect the other parti­tion. This provides complete protection with maximum flexibility.
If you have several disks and several partitions on each, select either one of the disks or one of the partitions and complete the wizard. Then run the wizard again and protect another disk or partition.
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User Guide
What to do next:
In this case Go to this step
You never previously completed the Protect a Disk wizard 3
You previously completed the Protect a Disk wizard and connected to a storage system
You previously protected this disk and removed protection (as described in “Removing
Protection” on page 104)
4
5
3. When the Add Storage System dialog box appears, DiskSafe Express automatically scans your sub­net for storage systems. Any storage systems that are detected appear in the Discovered storage systems list. (It might take a few seconds to complete the scan. You can cancel it at any time by click­ing Cancel on the scanning message box.)
From the Discovered storage systems list, select the storage system where you want to back up the selected disk. The name of the storage system automatically appears in the Storage system name or IP address text box.
If no storage systems are automatically discovered, or if you want to back up your disk to a different storage system, enter the name or IP address of the desired storage system in the Storage system
name or IP address text box.
Note: You can enter a storage system name only if that name is registered with a DNS server on
your network.
Then click OK.
Note: If an authentication error occurs, make sure the name or IP address of the storage system is
correct, and that your computer is connected to the network.
4. From the Backup locations list, select the storage system to use for backups of this disk or partition.
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(The first backup location in the list is selected by default.)
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If you want to scan the network for new storage systems, or add a new one manually, click Add and repeat step 3.
If you want to remove a storage system that’s not valid or that you no longer want to use, select the storage system from the Backup locations list, click Remove, and then click Yes to confirm the removal. (You can remove a storage system only if it is not currently being used to protect another disk.)
Once you have selected the desired backup location, click Next and go to step 6.
5. If you previously protected this disk and removed protection, specify whether or not you want to re-use the existing backup or create a new one:
If you select Re-use the existing backup, you must select which backup to re-use from the list. The disk ID and size also appear to help you identify exactly which backup to use. Then click Next and go
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to the next step.
If you select Create a new backup and click Next, you must select the desired backup location as described in step 4.
6. Specify when you want backups to occur.
User Guide
For example, if you want backups to occur every day, select Daily from the Recurrence list. If you want backups to occur once a week, select the day of the week from the Recurrence list. Then select the time.
If you don’t want backups to occur automatically, select Not Scheduled from the Recurrence list. (The Time list appears dimmed.) Backups will occur only when you start one manually (as described in
“Manually Backing Up Your Disk” on page 92).
Notes:
Only four backups of each protected disk or partition are saved on the storage system, so if you back up your disk every day, you’ll be able to recover data from only the last four days. If you back up your disk once a week, you’ll be able to recover data from four weeks ago, but the most recent backup might be as many as six days old.
Although DiskSafe Express is specifically designed to perform backups without affecting your other computer activities, you might want to schedule backups for a time when they’ll have the least impact on your system, like during lunch or after business hours (if you leave your compu­ter running overnight). If you’re protecting multiple disks or partitions, it is recommended that you schedule each backup to occur at a different time.
Once you complete this wizard, if a backup does not occur at its scheduled time for any reason, a message will appear, advising you of this and giving you the option to perform the backup immediately or wait until the next scheduled backup.
7. Specify whether or not to back up your disk as soon as you finish the wizard by selecting or clearing the Back up now check box, and then click Next.
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User Guide
If you clear this option, the disk will be backed up at the next scheduled time or the next time you per­form a manual backup.
8. If you ever need to recover your disk using the recovery CD, you’ll be prompted for a password. In the
Recovery password text box, enter the password that you’d like to use, enter it again in the Retype your password text box, and then click Next.
Notes:
The recovery password must be 12–16 characters long.
The same password is used for all disks backed up to the same storage system. If you subse­quently protect a second disk using the same storage system, you will not be prompted to pro­vide this password again. However, if you protect a second disk using a different storage system, you will be prompted to provide a password for that storage system.
You can change this password later using DiskSafe Express (as described in “Changing the
Recovery CD Password” on page 95).
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9. Review all your selections and click Finish.
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If you selected the Back up now check box, the backup process begins as soon as you click Finish, and you can review its progress on the Status page in DiskSafe Express.
10. If you want to protect additional disks or partitions, repeat this procedure for each one.
Note: If you subsequently change the drive letter of a protected disk or partition, you must restart
DiskSafe Express to update this application.
Manually Backing Up Your Disk
Once you protect a disk, it is automatically backed up at regular intervals (unless you chose Not Scheduled from the Recurrence list when you completed the schedule). However, you can also back up
a disk manually at almost any time. For example, if you’re about to install a new application, you might want to back up your disk right before you do that so that if any problems occur, you can recover your disk to the state it was in immediately before you installed the application.
Note: You can manually back up a disk only if a backup or recovery is not currently occurring.
To manually back up a disk:
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1. Click Status.
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User Guide
2. In the Protected disk list, select the disk that you want to back up.
3. Click Back Up Now.
The Current activity area displays information about what’s happening, the percentage of the backup that has completed, and the speed at which the data is being sent over the network. The Progress bar graphically indicates how much of the backup is complete.
To stop a backup in progress, click Stop Current Activity.
Stopping a Backup or Recovery in Progress
Once a backup or recovery starts, you can stop it at any time—for example, if you notice that your system is not responding as quickly as you’d like, and you want to free up processing bandwidth for other tasks.
When you stop a backup in progress, that backup won’t appear in the list of backups on the Restore page, and any changed data that was not copied to the storage system will be copied during the next backup.
When you stop a recovery in progress, the local disk or partition is left in an incomplete state, and you must recover it again later before you can use it.
To stop a backup or recovery in progress:
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1. Click Status.
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User Guide
2. In the Protected disk list, select the disk whose backup or recovery you want to stop.
3. Click Stop Current Activity.
If you’re stopping a backup, the backup stops immediately.
If you’re stopping a recovery, a confirmation message appears. Click OK to stop the recovery now, or click Cancel to proceed with it.
Changing the Backup Schedule
When you protect a disk, you specify when you want backups to occur. However, you can change this schedule at any time.
To change the backup schedule:
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1. Click Schedule.
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User Guide
2. In the Protected disk list, select the disk whose backup schedule you want to change.
3. Specify when you want backups to occur.
For example, if you want backups to occur every day, select Daily from the Recurrence list. If you want backups to occur once a week, select the day of the week from the Recurrence list. Then select the time.
If you don’t want backups to occur automatically, select Not Scheduled from the Recurrence list. (The Time list appears dimmed.) Backups will occur only when you start one manually (as described in
“Manually Backing Up Your Disk” on page 92).
4. Click Apply.
The schedule change takes effect immediately, and the date and time of the next scheduled backup appears in the Next backup area.
Changing the Recovery CD Password
When you protect a disk, you specify what password to use for recovering the disk using the recovery CD. However, you can change this password at any time.
Note: The same password is used for all disks backed up to the same storage system. If you backed up
multiple disks to the same location and change the password for one, the password is changed for all of them. However, if you backed up one disk to one storage system and a different disk to a different storage system, each disk can have a different recovery CD password.
To change the recovery CD password:
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1. Click Restore.
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User Guide
2. In the Protected disk list, select a disk whose backup resides on the storage system whose recovery CD password you want to change.
To double-check your selection, click Status. The name of the storage system appears in the Backup location area. Then click Restore to return to the Restore page.
3. Click Recovery CD Password.
4. In the Recovery CD password text box, enter the desired password.
This password must be 12–16 characters long.
5. In the Retype your password text box, enter the password again.
6. Click OK.
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User Guide
Recovering Data
With DiskSafe Express, there are several ways to recover data from your backups. The best method to use depends on what you want to do:
Recover selected folders, files, or sections of files—If you accidentally permanently deleted a folder or file that you want to recover, or if you just want to retrieve some information from a file that you changed, you can access the backup that contains the desired data and copy it to your local disk.
You can also use this procedure to try out different “what if” scenarios—for example, changing the for­mat of the data in a file—without adversely affecting the data on your local disk.
For more information, refer to “Recovering Files from a Backup” on page 97.
Recover an entire non-system disk or partition—If you protected a disk or partition that isn’t being used to run the operating system, you can recover that disk or partition using DiskSafe Express. You might need to do this if the disk has become corrupted or the data has been extensively damaged. The entire disk or partition will be restored to its exact state at the time of the selected backup.
Caution: When you do this, you will lose any data that was written to the disk after the time of the
selected backup, as well as any backups that were performed after the backup you’re recovering. You might want to copy any newer files that you want to keep to another disk before you recover the disk. To copy files from a backup, refer to “Recovering Files from
a Backup” on page 97.
In addition, if network errors occur or the storage system shuts down during recovery, your operating system might become unstable, and you will have to recover it using the recovery CD (or re-install the operating system if you did not protect your system disk). Be sure to recover your disks or partitions only when your environment is stable.
You can continue to use your computer for other tasks while the data is being recovered, although not any applications or files located on the disk or partition that you’re recovering.
For more information, refer to “Recovering a Non-system Disk or Partition” on page 99.
Recover an entire system disk or partition—If you need to recover your system disk or partition— that is, the disk or partition used to run the operating system—you can do so using the recovery CD. This is particularly useful if the hard disk has failed and has been repaired or replaced, or if you want to duplicate an existing disk configuration for another computer. The entire disk or partition will be recov­ered to its exact state at the time of the selected backup. However, you won’t be able to use your com­puter until all this process is complete.
For more information, refer to “Recovering a System Disk or Partition” on page 101.
Recovering Files from a Backup
To recover selected folders, files, or sections of files from a backup:
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1. Click Restore.
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User Guide
2. In the Protected disk list, select the disk that contains the folders or files that you want to recover.
3. In the Backups list, select the backup from the desired date and time.
You can select only a backup for which No appears in the Backup View Open column.
4. Click View Backup.
5. When the confirmation message appears, click OK.
After a few moments, a window opens automatically, displaying all the data associated with the selected backup. You can now open the folders and files in the backup view to make sure they contain the information you want, and copy any of the data to your local disk.
Caution: You can open and change the files in the backup view, and even create new folders or
files there. However, as soon as you close the view (as described in the next step), all the changes will be lost. The next time you view the backup, it will appear the way it existed at the time the backup was created.
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User Guide
Notes:
If the first drive letter after your local disks is mapped to a shared network folder, you must use Disk Management to change the drive letter assigned to the backup view so that you can access it.
For example, if your system disk is mapped to C:, your CD-ROM drive is mapped to D:, and a shared network folder is mapped to E:, and you view a backup, you will continue to see the shared network folder when you explore E:, and you will not see a new drive letter for the backup view. (Internally, the backup view is also mapped to E:, since that was the first drive let­ter after the local disks.) However, when you use Disk Management to change the drive letter for the backup view from E: to F:, you will be able to see both the shared network folder (E:) and the backup view (F:).
To change the drive letter, right-click My Computer and click Manage. In the left pane, click Disk Management. In the right pane, right-click the volume, click Change Drive Letter and Paths, click Change, select the desired drive letter from the list box, and then click OK on each dialog box. You can now access the backup view using the specified drive letter.
Windows caching can affect the content of the backup view. If the content does not appear to be correct, restart your computer and check again.
You can view more than one backup simultaneously. Simply repeat steps 3 and 4 for each backup that you want to view.
If you open a backup view for a partition that cannot be explored (such as an EISA partition), the backup view is closed automatically.
When a backup view is open, that backup will not be deleted to make room for new backups until it is closed or unless the storage system runs critically low on resources. If you view the oldest backup, and the maximum number of backups is reached, new backups cannot occur until the view of the oldest backup is closed (as described in the next step).
When you close the DiskSafe Express application window, you are prompted to close all open backup views. If you click Yes, both the application window and all open views are closed. If you click No, both the application window and all open views remain open.
6. When you have finished viewing or copying all the desired data, select the backup in the Backups list and click Close View.
The Windows Explorer window closes automatically, and the Backup View Open column for the selected backup now displays No.
Recovering a Non-system Disk or Partition
You can recover a non-system disk or partition only as long as that disk or partition is not currently being backed up, and only as long as a more recent backup view is not open. For example, if you created
backups on Monday and Tuesday, and Tuesday’s backup view is open, you cannot recover Monday’s backup until you close Tuesday’s view.
In addition, if you recover a partition and other partitions of that same disk are also protected, protection for
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those other partitions temporarily stops until the selected partition is recovered.
Caution: When you recover a disk or partition, you will lose any data that was written to the disk
after the time of the selected backup, as well as any backups that were performed after the backup you’re recovering. You might want to copy any newer files that you want to keep to another disk before you recover the disk. To copy files from a backup, refer to
“Recovering Files from a Backup” on page 97.
In addition, if network errors occur or the storage system shuts down during recovery, your operating system might become unstable, and you will have to recover it using the recovery CD (or re-install the operating system if you did not protect your system disk). Be sure to recover your disks or partitions only when your environment is stable.
To recover a non-system disk or partition:
1. Click Restore.
User Guide
2. In the Protected disk list, select the disk or partition that you want to recover.
3. If a view of a more recent backup than the one that you want to recover is open (as indicated by Yes in the Backup View Open column), select the open backup view and click Close View.
4. In the Backups list, select the backup that you want to recover.
5. Click Restore Disk.
6. When the confirmation message appears, click Yes.
The disk or partition is recovered to exactly its state at the date and time of the selected backup.
To let you monitor the progress of this activity, the Status page appears automatically. The Current activity area displays the percentage of the recovery that has completed, and the speed at which the data is being sent over the network. The Progress bar graphically indicates how much of the recovery
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