Organizations reference
Who is this article for?
Incydr, no.
CrashPlan for Enterprise, no.
Code42 for Enterprise, yes.
CrashPlan for Small Business, yes.
This article applies to on-premises authority server version 4.
Note: This server version is no longer supported.
Overview
Organizations are the Code42 environment's way of grouping users. You can configure different organizations to use different settings, different backup destinations or even use different LDAP servers to authenticate users.
Organization, user, and device hierarchy
Backup activity and sync and share activity in your Code42 environment is managed by settings at three levels: organizations, users, and devices.
- Organization
A group of users. You can define many settings at the organization level, allowing you to configure organizations with different settings for a variety of purposes. Each user can belong to only one organization. An organization can contain child organizations, and an organization can exist without containing any users.
- User
Represents a single account within your Code42 environment. A user account has a single set of login credentials (username and password) and a single encryption key for all backups. A user always belongs to one (and only one) organization.
- Device
Represents a single computer or mobile device within your Code42 environment, and is uniquely identified by its GUID. A device is always associated with a single user.
Organization overview
The list of organizations displays the following information about the organizations in your enterprise.
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 Action menu to perform organization-related operations.
Item | Description | Click to view | |
---|---|---|---|
a | Action menu | Contains commands available in the organization list view. | |
b | Add organization | Creates a new organization. | |
c | – | Selects all the organizations in the list. | |
d | Name | Displays the organization name. | Organization Detail for selected organization |
e | Users | Displays the number of active users assigned to the organization. | User List for selected organization |
f | Sharing Devices | Displays the number of user devices syncing in this organization. | Organization Detail for selected organization |
g | Backup Devices | Displays the number of user devices backing up in this organization. | Organization Detail for selected organization |
h | Total | Displays the total amount of disk space used for archives in this organization. | Organization Detail for selected organization |
i | Cold | Displays the amount of data in cold storage (archives belonging to deactivated users). | Cold Storage for all devices assigned to the selected organization |
Action menu
Command | Description |
---|---|
Show Active | Displays all active organizations. |
Show Deactivated | Displays all deactivated organizations. |
Block |
Blocks this organization and all it's users and devices.
|
Unblock | Unblocks this organization and any blocked users or devices within this organization. This action is available when the organization is currently blocked. |
Change Organization | Moves the organization to a different parent organization. |
Export | Exports selected items to CSV file. If no item is selected, all items in the list are exported. |
Print... | Prints selected items. If no item is selected, all items in the list are printed. |
Add a new organization
Use the Add an organization command to create a new organization at the top level.
Command | Description |
---|---|
Organization Name | Sets the unique name of the new organization. |
Hosted |
Configures the organization to represent another Code42 environment that uses your storage (also called provider storage).
|
CSV export
Export all visible list items to a CSV file by selecting Action menu > Export All. If no organization is selected, all organizations in the list are exported.
Field | Description |
orgId | Identification number for the organization. |
parentOrgId | Identification number for the parent organization. |
orgName |
Name of the organization. |
registrationKey | Registration Key for this organization. |
status | Organization is active or blocked. |
active | TRUE: Active FALSE: Blocked |
blocked | TRUE: Blocked FALSE: Not blocked |
computerCount | Number of devices registered to users in this organization. |
backupDeviceCount | Number of devices using the CrashPlan app. |
shareDeviceCount |
Number of devices using the SharePlan app. |
planCount | Number of plans under this organization. |
warningCount |
Number of warning alerts for this organization. A warning alert happens when a device has not backed up to any destination for longer than the number of days defined in the Organization's Settings |
criticalCount |
Number of critical alerts for this organization. A critical alert happens when a device has not backed up to any destination for longer than the number of days defined in the Organization's Settings. |
targetComputerGuid |
Globally Unique IDentifier for the device used for computer-to-computer back up. |
selectedFiles |
Total number of files selected for back up. |
selectedBytes |
Total number of bytes selected for back up. |
todoBytes |
Total bytes of data remaining to back up. |
todoFiles |
Total number files remaining to back up. |
archiveBytes |
Total size of files selected for back up and sync. |
Details
Organization Details displays stats and settings for the selected organization.
Item | Description | |
---|---|---|
a | Action menu | Contains the actions that you can apply to this organization. |
b | Users | Displays the number of users in this organization. Click to view the users in detail. |
c | Devices | Displays the number of devices in this organization. Click to view the devices in detail. |
d | Plans | Displays the number of plans in this organization. Click to view the plans in detail. |
e | Restores | Displays the number of restores that have occurred in this organization. Click to view the restore history in detail. |
f | Cold | Displays the cold storage used by this organization. Click to view the cold storage use in detail. |
g | Registration Key | Displays the Registration Key for this organization |
h | Date Created | Displays the date this organization was created |
i | Storage | Displays statistics of data stored for this organization. |
j | Storage Utilization | Displays a summary of storage by user. Chart regions are clickable. |
k | Org Info |
Displays current organization settings.
|
l | Device Backup Defaults | Displays current device backup settings. To change these settings, see Configuring Device Backup Settings. |
Action menu
Command | Description |
---|---|
Edit | Edits organization settings including name, quotas, destinations, reporting and security. |
Device Backup Defaults | Edits default device backup settings for this organization. |
Add a Child Organization | Adds a new organization that is subordinate to the selected organization. |
Add Users | Adds users to this organization. |
Invite Users | Sends an invitation via email to back up. |
Activate |
Activates a deactivated organization.
|
Deactivate |
Deactivates this organization and all associated users and devices, and places all backup archives into cold storage.
|
Block |
Blocks this organization and all it's users and devices.
|
Unblock | Unblocks this organization and any blocked users or devices within this organization. This action is available when the organization is currently blocked. |
Change Organization | Changes this organization's parent organization. Settings remained unchanged when the organization's parent is changed. |
Email Backup Report | Emails a backup report for a specified period to organization managers or other email addresses of your choice. |
Creates a printable version of the organization detail sheet. |
Edit
From the Organization Details action menu, select Edit to access settings for quotas, destinations, reporting, and security. Each section is explained in detail below.
Quotas
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | Use inherited quota settings |
Configures the organization to take on the quota settings of the organization defaults (top-level organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
d | Maximum seats | Sets the maximum number of client seat licenses allowed to be in use for this organization. |
e | Move deactivated archives to cold storage for | Allows you to set and view the cold storage period. After this period expires, the archives are deleted from the store point's file system. |
f | Backup disk quota | Sets the total amount of storage the entire organization is allowed to consume. |
g | Backup user disk quota | Sets the total amount of storage each user is allowed to consume across all devices. |
h | Backup user mobile quota | Sets the total number of mobile devices (iOS, Android, etc.) that are allowed to access the organization. |
i | Web restore limit |
Sets the amount of data that users are allowed to restore for a single web restore session.
|
j | Web restore limit for Org Manager Role |
Sets the amount of data that users with the Org Manager role are allowed to restore during a web restore or restore to device session.
|
Destinations
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | Inherit destination settings from parent |
Configures the organization to take on the destination settings of the organization defaults (top-level organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
d | Destinations | Enables or disables backup and syncing to each of the configured destinations for users within this organization. |
e | Account devices | Permits users to back up other devices within their own accounts. |
f | Local folders | Permits users to back up to local folders (local hard disk or external drives). |
g | Accepting | Indicates whether this destination accepts data from CrashPlan devices, SharePlan devices, or both. |
Reporting
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | Use inherited reporting settings |
Configures the organization to take on the reporting settings of the organization defaults (top-level organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
d | Send backup report | Enables or disables sending backup reports to org admins for this organization. Choose which days of the week you'd like to receive reports. |
e | Recipients | Displays currently configured report recipients. |
f | Additional recipients | Allows you to add or delete report recipients. |
g | Warning |
Configures the alert threshold for warning notifications. Devices that have not backed up to any destination for longer than the defined number of days are included on warning alert emails and are highlighted in yellow in the Code42 console. |
h | Critical | Configures the alert threshold for critical notifications. Devices that have not backed up to any destination for longer than the defined number of days are included on critical alert emails and are highlighted in red in the Code42 console. |
Sharing
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | Inherit sharing settings from parent |
Configures the organization to take on the sharing settings of the organization defaults (top-level organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
d | Enable link sharing | Enables link sharing for this organization and any child organizations that are configured to inherit parent settings. If you disable link sharing, currently existing shared links will no longer be redeemable. |
e | Force PIN protection | Requires the use of PIN protection for all shared links. |
f | Enable direct download when sharing single files | Links to single files will download the file directly, without opening the SharePlan download page. |
g | Maximum age per link | Defines the number of days a shared link remains active. Select Unlimited to ignore the numeric value and set no maximum age limit. |
h | Maximum uses per link | Defines the number of times a shared link can be accessed before it expires. Select Unlimited to ignore the numeric value and set no maximum use limit. |
i | Sync plans to desktops and laptops by default 4.1.6 and later |
Defines the default SharePlan app sync preferences for plans added to new Windows and OS X devices. Settings on existing devices are not affected. Users may override this setting on their individual devices. Mobile devices are always set by default to not sync new plans. |
Security
Code42 platform version 4.1.6 & later
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | Inherit security settings from parent |
Configures the organization to take on the security settings of the organization defaults (top-level organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
d | Select an authentication method |
Sets the authentication method for the organization:
|
e |
Choose provider(s) SSO and RADIUS only |
Specifies the SSO identity provider(s) or RADIUS server(s) that provide authentication. Options appear based on your identity provider or RADIUS configuration.
|
f | Select a directory service |
Sets the directory service that manages user groups and user attributes for the top-level organization:
|
g |
Choose directory service(s) LDAP only |
Specifies the LDAP server that provides directory services. Options appear based on your LDAP configuration. Requires configuration of an LDAP server via Settings > Security > LDAP. |
h | Inherit default roles from parent | Enables or disables inherited default user roles. |
i | Add user roles | Adds user roles for new users added to the organization. This option is only available if Inherit default roles from parent is disabled. Entering an existing role and clicking + sets the role as default for all new users in the organization. Multiple default users roles can be configured. If no roles are entered, system defaults are used. |
j | Roles | Lists default roles. Click the "x" to remove a role. |
Code42 platform version 4.1.4 & 4.1.5
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | Use inherited security settings |
Configures the organization to take on the security settings of the organization defaults (top-level organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
d | LDAP Servers | Identifies LDAP servers to be queried during sign-in. |
e | RADIUS Servers | Identifies RADIUS servers to be queried during sign-in. |
f | Use single sign-on |
Selects to use a single sign-on identity provider for authentication. This option only appears if single sign-on is enabled via Settings > Security > Single Sign-On. |
g | Inherit default roles from parent | Configures whether or not to use inherited default user roles. |
Reference
Code42 platform version 4.3 & later
Item | Description | |
---|---|---|
a | Name | Sets the name of this organization. |
b | Usernames are email addresses | Requires usernames to be in the format of an email address. |
c | External Reference | Specifies optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID. |
d | Notes | Specifies optional descriptive information. |
Device backup defaults
Enable Use device defaults from parent to make this organization use the device backup default settings from the parent (or root) organization. Disable to stop inheritance and allow changes to the device default settings for this organization. All organizations have the same settings options as the root organization, which appear in Setting Device Defaults.
Add a child organization
Use the Add a Child Organization command to create a new organization under the currently selected organization.
Item | Description | |
---|---|---|
a | Organization Name | Sets the unique name of the new organization. |
b | Hosted |
Configures the organization to represent another Code42 environment that uses your storage (also called provider storage).
|
Add users
Item | Description |
---|---|
a | Adds users one by one. In order to begin backing up, the CrashPlan app must be installed on each user's device(s). |
b | Adds users in bulk by uploading a text file. |
c | Downloads a sample text file with information on how to format the text file. |
d | Uploads the text file containing the users you'd like to add. In order to begin backing up, the CrashPlan app must be installed on each user's device(s). |
Invite users
CrashPlan PROe only
You must have the Org Admin role or similar administrative permissions to use Invite Users.
Item | Description |
---|---|
a | Specifies email addresses of users you want to invite. |
b | Defines the subject line and body text of message that accompanies user instructions for downloading and installing. |
Change organization
Item | Description |
---|---|
a | Searches for parent org name. |
b | Displays the results of the search as you type. |
c | Cancels and returns to the dashboard. |
d | Moves organization to a new parent organization. |
Email backup report
Applicable to CrashPlan PROe only.
Item | Description |
---|---|
a | Defines the start of the reporting period. |
b | Defines the end of the reporting period. |
c | Indicates whether or not you want child organizations included in the report. |
d | Specifies the email addresses of report recipients. Click + to add email addresses to the list. Click X to remove an email address. |
e | Adds any users in the selected organization assigned the Org Manager role to the email distribution list. |
f | Cancels without sending emails. |
g | Sends backup report emails. |
Restore history
View the Restore History by selecting an organization, then clicking the number of restores.
Item | Description | |
---|---|---|
a | Action menu | Includes options to Print or Export (as CSV) the restore information. |
b | Operating System | Displays the operating system of the device that received the restored data. |
c | User | User whose data was restored. A red warning icon ![]() |
d | Restore To | Device that received the restored data. |
e | # Files | Number of files that were restored. |
f | Size | Total size of the restored files. |
g | Transfer Rate | Speed in Mbps of the file restoration. |
h | Restore Date | Date and time the restoration occurred. |
i | Duration | Total time taken to restore the files. |