Organizations

Overview

On the Organizations page of the UTBackup admin console (https://utbackup.utexas.edu), TSCs can view a list of organizations (and child orgs) for which you are authorized. Use the commands on the Organizations navigation menu to:

Show All Users
Download to XLS - to download organization data as an xls file
Add Organization - to add an organization

These commands appear when you select an organization

View Restore Report - to display a report displaying previous restores
Edit Organization - to review and change the settings for this organization
Default User Settings - to view or edit default user settings
Default Client Settings - to view or edit default client settings
Add User - to create a new user in this organization
Add Child Org - to add an organization that is subordinate to the current organization
Email Backup Report - to send an a backup report via email

Organizations List

The list of organizations displays the following information about the organizations that you can view.

Click a name in the list of organizations to view more detailed information about that org. When you view an organization, you can use the commands on the Organization navigation menu to perform organization-related tasks.

Reference Diagram

Item	Description
a	Name	Email address for this organization
b	Registration Key	Registration key for this organization
c	Date Created	Date when this organization was created
d	Clients	Number of clients backing up in this organization
e	Selected Size	Size of the files selected for backup
f	Archive Size	Amount of disk space used for backed up files
g	Avg Daily	Average number of backups each day
h	Alerts	Number of alerts sent
i	Filter	Links to orgs that begin with the letter you clicked
j	Deactivated	Filter to display only deactivated orgs

Show All Users

Use Show All Users command when you want see a list of all the users associated with this org.

Click a name in the list of organizations to view more detailed information about that user. When user details are displayed, you can perform user-related tasks.

Item	Description
a	letter filters	Show usernames beginning with the selected letter
b	Deactivated	Show deactivated users
c	Alerts only	Show users with computers in a warning or alert state
d	Servers	Displays only if you are backing up to multiple servers. Choose the server that contains the data you want to see. All Servers displays data across all servers to which you are backing up.
e	Username	Email address for this organization
f	Clients	Number of active computers registered to this user
g	Selected	Total size of the files selected for backup
h	Complete %	Current % backed up
i	Total Stored	Size of backup archive as stored on the PRO Server
j	Comp %	Size of backup archive relative to total size of files selected
k	Last Backup	Last time any data was backed up to the PRO Server
l	Created	Date user was created
m	Month Delta	Change in archive size from the previous month
n	–	Displays the number of users

Download Org List to .xls

Use the Download to XLS command to create an .xls file that you can open in in Excel.

Add a New Organization

Use the Add a New Org command to create a new top-most organization.

Item	Description
a	Organization Name	Unique name of new organization
b	Contact Information	Indicates whether or not contact information for this org is hidden or displayed
	Hide - Org contact information is hidden
	Show - Org contact information is displayed
c	Maximum Seats	Maximum number of seats allowed
d	Disk Quota - Archive Size (GB)	Maximum combined size of the user's archives (backup files) in this and child orgs in GB
e	Auto Offer Computers as Destinations within an Account	Identifies whether or not computers in this organizations are automatically available as destination
	Checked - Computers show up automatically as destinations. With Auto Offer… selected you don't have to explicitly select computers as backup destinations
	Unchecked - Requires that you explicitly select computers as backup destinations
f	LDAP Authentication	Indicates whether or not LDAP Authentication would use the settings specified on the Server Settings page on the Servers tab
	Checked - LDAP Authentication uses Server settings
	Unchecked - LDAP Authentication not use Server settings
g	Alerts and Report Notifications	Indicates whether or not alerts and reports is to use the settings specified on the Mail and Alert settings on the Servers tab
	Use Server Defaults - Uses Alerts and Reports settings on the Servers tab
h	Customize	Allows admin to enter specific Alerts and Reports settings
i	This organization has agreed…	Accepts Terms and Conditions on behalf of all users in your org
j	Save	Saves the changes you've made
k	Cancel	Ignores the changes you've made

Organization Detail

For each org, this page displays the following information.

Reference Diagram

Item	Description
a	Email	Email address for this organization
b	Clients	Number of clients backing up in this organization
c	Selected	Size of the files selected for backup
d	Backed Up %	Percentage of users backing up
e	Stored	Size of the files selected for backup
f	Comp %	Size of backup archive relative to total size of files selected
g	Last Backup	Average number of backups each day
h	Added	Date user was created
i	Month Delta	Change from previous month
j	Deactivated	Display only deactivated users
k	Alerts Only	Display only those users receiving alerts
l	Data Volume	Backup size over the last 30 days

View Restore Report

Use the View Restore Report to see the results of restores in an organization. Dates shown in red did not complete.

Reference Diagram

Item	Description
a	Filter By Email	Text in email address to display in report
b	Page	Page number of current page
c	Email	Email of user who restored
d	GUID	GUID of computer whose data was restored
e	Restore Date	Date of restore
f	Files	Number of files restored
g	Size	Size of restored files

Edit an Organization

Use the Edit Organization command to review and change the settings for this organization.

Reference Diagram

Note that these fields are the same as the ones you completed when you first created the org.

Item	Description
a	Organization Name	Unique name of new organization
b	Contact Information	Indicates whether or not contact information for this org is hidden or displayed
	Hide - Org contact information is hidden
	Show - Org contact information is displayed
c	Maximum Seats	Maximum number of seats allowed
d	Disk Quota - Archive Size (GB)	Maximum combined size of the user's archives (backup files) in this and child orgs in GB
e	Auto Offer Computers as Destinations within an Account	Identifies whether or not computers in this organizations are automatically available as destination
	Checked - Computers show up automatically as destinations. With Auto Offer… selected you don't have to explicitly select computers as backup destinations
	Unchecked - Requires that you explicitly select computers as backup destinations
f	LDAP Authentication	Indicates whether or not LDAP Authentication would use the settings specified on the Server Settings page on the Servers tab
	Checked - LDAP Authentication uses Server settings
	Unchecked - LDAP Authentication not use Server settings
g	Alerts and Report Notifications	Indicates whether or not alerts and reports are to use the settings specified on the Mail and Alert settings on the Servers tab
	Use Server Defaults - Uses Alerts and Reports settings on the Servers tab
h	Customize	Allows admin to enter specific Alerts and Reports settings
i	This organization has agreed…	Accepts Terms and Conditions on behalf of all users in your org
j	Save	Saves the changes you've made
k	Cancel	Ignores the changes you've made

Default User Settings

Use the Default User Settings command on the Organization menu to set the user defaults for the encryption key policy, mount point and backup destinations for new users in an organization.

WARNING: The Default User Settings page is one of the most powerful in the PRO Server admin console. Be careful. A few clicks on this page can result in removing all of the backup archives for any computers belonging to the entire organizational tree.

Item	Description
a	Inherit Policy
	Checked - Inherited policy is displayed. Items and “b” and “c” are not available.
b	Default Encryption Policy	Encryption policy
	Account Password - The encryption key is secured with the account password.
	Private key - Replaces the default encryption key with a new key that the user supplies.
c	Lock	Enforces the encryption policy to new AND existing users. Users cannot override this setting in the PRO Client.
	NOTE: The options you select on the Security Settings page affect users' ability to restore their backups. In particular, locking an upgraded security setting deletes existing users' backup archives. As a result, you will be asked to confirm this operation before it takes effect.
d	Mount point	List of available mount points
	Automatic Server Selection/Default Mount Point - CrashPlan automatically selects a mount point
e	Inherit Default Destinations	Indicates whether this user will inherit the default destinations from the organization
	Checked - Uses the default destinations
	Unchecked - Displays information about available destinations and options for adding new destinations
f	Current backup destinations	Available destinations
g	Name	Names of computers that are backup destinations for this user
h	Auto Start Backup	Indicates whether this computer will begin backing up immediately upon connecting
i	Stop Backups	Stops backups from this computer. Stopped backups can be restarted.
j	Remove	Removes selected computer as a destination option for all the clients in the org
k	Add new destination from this org	List of client computers available in this organization
l	Add new destination by GUID	GUID of specific computer to add as a destination
m	Auto-Start the new destination	Indicates whether or not backups should start automatically from this computer
	Checked - Backups start automatically
	Unchecked - Backups do not start automatically
n	Apply all changes to existing users	Indicates whether or not these new default settings affect current users in org and sub-orgs as well as new ones
	Checked - Changes apply to new and existing users
	Unchecked - Changed apply new users only
o	Save	Saves your changes.
p	Cancel	Ignores changes on this page.

Option	Effect	Deletes Backup Archives (when Apply to Existing is also Checked)
Auto Start	Indicates whether or not the clients granted this destination will automatically start backing up immediately	No
Stop Backups	Indicates whether or not backups running to this destination without canceling permission to use the destination	Yes
Remove	Removes the destination from the list	Yes

Removing Destinations

Removing an active destination from existing computers will IMMEDIATELY remove all backup archives stored at that destination as soon as you click Save. You will not see a confirmation massage.

When you attempt to remove destinations AND apply that change to existing users, warnings appear in the Admin Console.

Default Client Settings

Use the Default Client Settings command to specify default client preferences for an organization, including which files to include or exclude when backing up, plus security, network and general preferences.

See details about each of the items under Default Client Settings.

Reference Diagram

If Custom Config is not checked, the Default Client Settings window looks like this. In this case, you are viewing the Publish Default Client Settings window. In this window you can only publish (push down) settings to users and child orgs. You cannot make changes to the settings.

To make changes to settings, click the Custom Config button. The window in which you can make changes looks like this:

See details about each of the items under Default Client Settings.

Add User

Use the Add User command to create a new user in this organization. *Please Note: UTBackup relies on a separate LDAP authentication service for account creation. Because of this, LDAP must be disabled for the org for manual account creation. This is not a standard configuration.

Reference Diagram

Item	Description
a	First Name	User's first name
b	Last Name	User's last name
c	Username	Username, if different from email address
d	Email Address	User's email address - must be unique within the organization
e	Password	User's password
f	Password Verification	Re-enter password. Must match Password field exactly
g	Email Communications	Indicates whether or not this user is to receive alerts and reports from CrashPlan via email
	Checked - User receives alerts and reports
	Unchecked - User not receive alerts and reports
h	Disk Quota - Archive Size	Maximum size of backup archive in GB
i	User Status	Indicates user status:
	Active - User is active, meaning this user's data is being backed up
	Deactivated - User is no longer active and the user's backup data, computers and archives has been removed
j	Last Login Date	NA
k	Current Roles	Roles assigned to this user. Click a role to move it to the Additional Roles list.
l	Additional Roles	Roles you can assign to this user. Click a role to move it to the Current Roles list.
m	Save	Saves your changes
n	Cancel	Ignores changes

After you add a user, manage the user with the user commands.

Add Child Org

Use the Add Child Org command to create an org within an existing organization.

Reference Diagram

Item	Description
a	Parent ID	ID number of parent organization
b	Organization Name	Unique name of new organization
c	Hosted	Indicates whether or not this organization is being hosted by another PRO Server.
	Checked - This organization is being hosted on another PRO Server. With the Hosted box checked, the Remote Master GUID field appears, in which you can enter the GUID for the master. In addition, several fields in the Settings area do not apply and are not displayed.
	Unchecked - This organization is not being hosted on another PRO Server.
d	Contact Information - Show	Org contact information is displayed.
e	Contact Information - Hide	Org contact information is hidden.
f	Maximum Seats	Maximum number of seats allowed
g	Disk Quota - Archive Size (GB)	Maximum combined size of the user's archives (backup files) in this and child orgs in GB
h	Web Restore User Limit	The maximum size of data that users can recover using Web Restore.
i	Web Restore Org Admin	The maximum size of data that admins can recover using Web Restore.
j	Usernames are email addresses	Determines whether email addresses are being used as usernames. Unhosted only.
	Inherit Yes / No - Indicates that this setting (Yes or No) is being inherited from the parent organization.
	No - Do not use email addresses as usernames.
	Yes - Use email addresses as usernames.
k	Auto Offer Computers as Destinations within an Account	Identifies whether or not computers in this organizations are automatically available as destination. Unhosted only.
	Inherit Yes / No - Indicates that this setting (Yes or No) is being inherited from the parent organization.
	Yes - Allows other computers to automatically be available as backup destinations.
	No - Other computers are not automatically available as backup destinations.
l	Text-only Admin Alerts	Indicates whether or not admin alert messages should be formatted (HTML) or sent as text.
	Inherit Yes / No - Indicates that this setting (Yes or No) is being inherited from the parent organization.
	Yes - Send text-only admin alerts. Use this option if your mail client has trouble displaying formatted text.
	No - Send formatted admin alerts. Use this option if you mail client can display formatted text.
m	Use server settings for LDAP authentication	Indicates whether or not LDAP Authentication would use the settings specified on the Server Settings page. Unhosted only.
	Checked - LDAP Authentication uses Server settings.
	Unchecked - LDAP Authentication does not use Server settings.
n	Alerts and Report Notifications	Indicates whether or not alerts and reports use the settings specified on the Mail and Alert settings. Unhosted only.
	Use Server Defaults - Uses Alerts and Reports settings on the Servers tab.
	Customize - Allows admin to enter specific Alerts and Reports settings
o	This organization has agreed…	Accepts Terms and Conditions on behalf of all users in your org
p	Save	Saves the changes you've made. If you clicked “Hosted” check box, PRO Server generates a Registration Key that you provide to the owner of the master PRO Server.
q	Cancel	Ignores your changes.

Email Backup Report

Use the Email Backup Reports command to send Backup reports for a range of dates to individuals in an organization.

Reference Diagram

Item	Description
a	Period Start Date	Start date
b	Period End Date	End date
c	Include Child Orgs	Indicates whether or not to include child orgs information in the report
	Checked - Include child orgs
	Unchecked - Exclude child orgs
d	Send Email To	Myself only - Sends report to current user
	Org Managers - Sends report to users assigned Manager role in this organization
	Additional Email Addresses - Additional users receiving report
e	Email Report	Send the Backup report
f	Cancel	Ignore changes on this page

UTBackup

TSC Organization Management

Organizations

Overview

Organizations List

Reference Diagram

Show All Users

Download Org List to .xls

Add a New Organization

Organization Detail

Reference Diagram

View Restore Report

Reference Diagram

Edit an Organization

Reference Diagram

Default User Settings

Removing Destinations

Related Articles

Default Client Settings

Reference Diagram

Add User

Reference Diagram

Add Child Org

Reference Diagram

Email Backup Report

Reference Diagram