A Profile refers to a collection of settings that are utilized to manage a group of user accounts. If you are an administrator, you may need to establish inSync accounts for individuals who work in diverse departments and roles within your company, and these users may have various types of data that require safeguarding across different data sources.
Using a profile can be highly beneficial as it enables you to establish standard backup configuration settings that can be automatically applied to all users who belong to that specific profile. This makes it easier for you to create user accounts in the future, as you can simply assign a profile to ensure that data protection requirements are consistent across multiple users throughout your organization.
inSync offers you a default profile that has various settings configured based on our findings and recommendations. You can create a new profile or simply choose to copy an existing profile and later modify its properties. Profiles ensure easy management of users because you no longer need to manage individual users. Using profiles, you can manage the following properties:
Administrator Abilities | User Abilities | Others |
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📝 Note
The default values have been carefully chosen to provide optimal performance and functionality in most scenarios. You can customize these settings to suit your needs within the specified range.
To create a profile
Go to the Microsoft 365/ Google Workspace console and click Profiles.
Click Create New Profile. The profile creation wizard appears.
Provide the appropriate information in each field as detailed in Steps and click Finish.
Procedure
Step 1: General
Step 2: Endpoints (Optional)
Step 3: SaaS Apps
Step 1: General
The following table describes the fields in the Summary and User Privacy & Access areas of the General page.
Enter the required fields and click Next.
In the Summary section, enter the Profile name, description and User limit.
Summary | |
Profile Name | Enter a name for the Profile. The name of a profile enables you to quickly identify and assign the profile while creating users.
You can set the names based on the departments or operating systems.
Example: Engineering, Sales, Marketing, Windows etc. |
Description | Enter a description for the profile to assist the administrators in identifying the configuration parameters for the users assigned to the profile. |
User Limit | Select one of the following options:
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In the User Privacy & Access section, select Access Policy,Backup Data Privacy Settings and Logs Privacy Settings to further select the related settings.
Access Policy | |
Allow restore from web browser | Select this checkbox to enable inSync Web access for users. |
Allow access to inSync web only through public gateway IPs | Select this checkbox to allow users to access inSync Web only when users login in through the corporate network. |
Allow access from mobile devices | Select this checkbox to allow users to access backed-up data through mobile devices.
Allow users to login only through the MDM managed app: Select this checkbox to allow users to log in to Druva Mobile App using the MDM mobile app.
Enforce PIN for mobile access: Select this checkbox to make a four-digit security code mandatory for users to open Druva Mobile App.
📝Note
Druva has depricated backup support for Mobile device. To know more, see Deprecation of backup for Mobile Device Data.
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Login using | Select one of the following options to activate inSync and log on to inSync Client and inSync Web:
📝 Note
Single Sign-On (SSO) option is available only if it is configured in inSync. To configure SSO, see Set Up Single Sign-On (SSO).
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Backup Data Privacy Settings | |
Allow admin access to user backup data | Select this checkbox to access the user's data and perform restore activities. |
Allow users to edit data privacy settings. | Select this checkbox to allow users to edit the data privacy settings. If you allow users to edit data privacy settings, users can restrict administrators to
❗ Important
Clear this check box if you do not want users to restrict the administrator to view/download the user backup data through inSync Client.
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Logs Privacy Settings | |
Allow admin access to logs | Select this checkbox to access the inSync Client logs from user devices to analyze and troubleshoot the issues, especially for remote users. |
Allow users to edit logs privacy settings | Select this checkbox to allow users to edit the logs privacy settings.
📝 Note
Users can restrict administrators from downloading log files by selecting this checkbox.
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Set the Data Preservation & Alert duration in the Data Preservation and Backup Inactivity Alert section .
Data Preservation | |
Auto delete preserved users | Select this checkbox to automatically set the duration to delete the preserved users after a particular duration.
📝 Note
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Backup Inactivity Alert | |
Alert if user's data is not backed up for | Set the User Backup Inactivity alert if the user's data source is not connected to the inSync Cloud for a certain period. |
Step 2: Endpoints (Optional)
If you have purchased Endpoints license, configure the backup & retention settings for Endpoints. For more information, see Create Profile for Endpoints.
Step 3: SaaS Apps
To start configuring backup and retention settings for SaaS Apps, Enable SaaS Apps Backup.
❗ Important
You can view and configure settings only for those SaaS Apps for which you have purchased a license and configured it in inSync. To purchase a license, contact your Account Manager or Druva Support.
Configure Backup settings for Microsoft 365 Apps
You can configure the settings for the following user apps -
Exchange Online
OneDrive
❗ Important
Other supported Microsoft 365 apps like SharePoint Online, Teams, Groups, and so on, do not require a Profile to be configured. You can configure the backup settings at the App level while configuring it to protect in inSync. For more information, see Protect Microsoft 365 Apps.
Exchange Online
Configure settings for Exchange Online
Click the slider to Enable Exchange Online backup.
❗ Important
In-Place Archive for Exchange Online is also backed up if Exchange Online is selected.
2. (Optional) If you want to Exclude Paths and Folders while backing up data, type the folder name or relative path to the folders that you want to exclude from backups.
Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Example: Let's assumeyou have the following folder in your Exchange Online:
Inbox/Mails
/Templates
You specify Inbox/Mails ;Templates in the Exclude Paths field. Now, during the backup operation, inSync excludes Inbox/Mails and Templates from getting backed up.
❗ Important
Avoid using ':&' when specifying the path. for exclusion.
3. (Optional) If you want to backup the Exchange Online 'Recoverable Items' folder, which keeps the deleted emails, contacts, and calendar items in the Deletions and Purges items, select the Backup Recoverable Items checkbox. This enables administrators and users to restore or download data caused by accidental or malicious deletion.
OneDrive
Configure settings for OneDrive
Click the slider to Enable OneDrive backup.
(Optional) You can exclude specific files and specific file and folder paths from backup.
Exclude File Types - If you do not want inSync certain file types, select and enter those in Exclude File Types. If you are looking for a specific file type and if it does not appear in the standard list, type the file extension in the adjacent box.
Exclude Paths - Type the file or folder name or relative path to the files and folders that you want to exclude from backups in Exclude Paths. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Let's assumeyou have the following folders in your OneDrive:
/Druva/Templates/Paths.txt
Druva/Paths.txt
You specify Paths.txt in the Exclude Paths field. Now, during the backup operation, inSync excludes Paths.txt from the folders ‘/Druva/Templates/Paths.txt’ and ‘/Druva/Paths.txt’ from getting backed up
By default, backup of Teams Meeting Recordings (TMR) is excluded. Microsoft stores the Teams Meeting Recordings (TMR) in OneDrive and SharePoint. To ensure better backup speed, all files from the default folder path of Teams Meeting Recordings are excluded from the backups by default. To backup Teams Meeting Recordings (TMR), clear the check box.
Configure Backup Settings for Google Workspace Apps
If you have a Google Workspace license, you can configure the settings for the following user apps -
Gmail
Google Drive
❗ Important
Shared Drive does not require a Profile to be configured. You can configure the backup settings while configuring Google Workspace for data protection in inSync. For more information, see Protect Google Workspace Apps.
Gmail
Configure settings for Gmail
Click the slider to Enable Gmail backup.
(Optional) You can exclude specific files and specific file and folder paths from backup. Type the folder name or relative path to the folders that you want to exclude from backups in Exclude Paths. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Example: Ifyou have the following folder in your Gmail:
Inbox/Mails
/Templates
You specify Inbox/Mails ;Templates in the Exclude Paths field. Now, during the backup operation, inSync excludes Inbox/Mails and Templates from getting backed up.
📝 Note
Avoid using ':&' when specifying the path. for exclusion.
Google Drive
Configure settings for Google Drive
Click the slider to Enable Google Drive backup.
(Optional) You can exclude specific files and specific file and folder paths from backup.
Exclude File Types - If you do not want inSync certain file types, select and enter those in Exclude File Types. If you are looking for a specific file type and if it does not appear in the standard list, type the file extension in the adjacent box.
Exclude Paths - Type the file or folder name or relative path to the files and folders that you want to exclude from backups in Exclude Paths. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
Let's assumeyou have the following folders in your Google Drive:
/Druva/Templates/Paths.txt
/Druva/Paths.txt
You specify Paths.txt in the Exclude Paths field. Now, during the backup operation, inSync excludes Paths.txt from the folders ‘/Druva/Templates/Paths.txt’ and ‘/Druva/Paths.txt’ from getting backed up.
Backup shared data owned by other users: Select this checkbox if you want to backup all the Google Drive users' data (owner's data and data shared by other users).
❗ Important
Selecting the Backup shared data owned by other users checkbox might slower your incremental backups. For faster backup and restore, it is recommended to deselect this checkbox. For existing administrators, this checkbox is selected by default. You have to manually deselect this option.
Backup Schedule & Retention
Configure Backup Schedule & Retention settings
Field | Action |
Backup Schedule | |
Backup every | Select how frequently you want inSync to back up SaaS Apps data. By default, inSync performs the backup operation once a day. For more information, see Define the backup interval for SaaS Apps. |
Data Retention for files | |
Retain all Snapshots For | Set the duration in days to retain all the daily backups.
Example: If you set the duration to retain snapshots for five days and the backup is completed on January 5, it will delete the backup data from the storage on January 10.
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Retain Weekly Snapshots For | Set the duration in weeks to retain all the weekly backups.
📝 Note
The weekly backup is the last backup in a calendar week. The calendar week starts on Sunday.
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Retain Monthly Snapshots For | Set this duration in months to retain all the monthly backups.
Note: The monthly backup is the last backup in a calendar month.
For more information about the retention policy, see Configure the backup retention policy.
📝 Note
The monthly backup is the last backup in a calendar month.
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Data Retention for Emails | |
Apply files data retention settings for emails | Select this option if you want to apply the files' data retention settings for Microsoft 365 Exchange Online and Gmail snapshots.
inSync retains the email backed-up snapshots within the storage as per the configured daily, weekly, and monthly retention period settings for files.
For example, if you specify that you want to retain all backups for 5 days and inSync completed the backup operation on January 6, 2019. inSync retains the email backed-up snapshots till January 11, 2019.
For more information about retention policy, see Configure the backup retention policy. |
Delete emails older than | ❗ Important
Select and type the number of months up to which you want inSync to retain all backed up emails within Exchange Online and Gmail snapshots.
For example, if you type 6, inSync will retain all emails across all snapshots whose sent or received timestamp is less than 6 months old.
By default, inSync retains emails for 84 months.
Emails are retained based on the email’s event date and timestamp. The maximum retention period that you can specify is 250 months and the minimum is 1 month. Type zero (0) for unlimited retention of emails.
For more information about retention policy, see Configure the backup retention policy.
📝 Note
Data retention settings for files and emails do not apply in the following scenarios:
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Data Lock | |
Enable Data Lock | 📝 Note
Only Druva Cloud Administrators can enable the Data Lock feature.
Enable Data Lock: Select the Enable Data Lock option to enable the data lock to prevent the snapshots from any accidental or malicious deletion.
After the profile is enabled with the Data Lock feature, you will see the data lock icon next to the profile on Manage Profile page. When you hover over the icon, a message stating Data Lock is enabled appears.
For more information, see Data Lock.
📝 Note
Once you enable a profile with the Data Lock feature, you cannot:
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Global Exclusions
Configure Global Exclusions
You can create a global exclusion list for file types, file names, and folders that you want to exclude from inSync backups. inSync excludes the files types that you specify in the global exclude list irrespective of the filters set at the folder level by the administrator or the user. For example, if you do not want inSync to back up .mpg files from user account, you must add .mpg to the global exclude list.
For more information on how you can configure the global exclude list, see Configure a global exclusion list for files and folders.
In the Exclude File Types box, type the file types that you want to exclude from the backup. The file extensions are automatically added to the adjacent field. If you want to remove a file type, click the file type.
📝 Note
Exclusions of file types are supported for OneDrive and Google Drive only.
2. In the Exclude Paths and Folders box , type the file or folder name or relative path to the files and folders that you want to exclude from backups. Ensure that you separate consecutive entries using a semicolon (;) and there is no white space between two entries.
❗ Important
For Gmail and Exchange Online, only folder name or relative paths are supported for Exclude Paths. For example, Birthdays;United State s holidays;Calendar
For Google Drive and OneDrive, folder or file name or relative paths are supported for Exclude Paths. For example, /Druva/Templates/Paths.txt;Templates