Organizations reference
Who is this article for?
Incydr Professional and Enterprise, no.
Incydr Basic and Advanced, no.
CrashPlan Cloud, no.
Other product plans, yes.
CrashPlan for Small Business, no.
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.
Video
See the video below to learn more about organizations. For more videos, visit the Code42 University.
Organization, user, and device hierarchy
Backup activity in your Code42 environment is managed by settings at three levels: organizations, users, and devices.
- Organization
-
The hierarchical level in the Code42 environment for users and their devices. Each user can belong to only one organization. You can define many settings at the organization level; different organizations can have different settings. An organization can contain child organizations, and an organization can exist without containing any users.
- User
-
A single account in your Code42 environment. A user account has a single set of sign-in credentials (username and password) and a single encryption key for all backups. A user always belongs to one (and only one) organization.
- Device
Organizations
The Organizations screens display information about the organizations in your Code42 environment. From Active Organizations, you can:
- Add organizations
- Click an organization name to view more details about that organization.
- Click the check box next to an organization's name to perform actions on the selected organization.
| Item | Description | Click to view | |
|---|---|---|---|
| a | Active (Versions 6.5 and later only) |
Displays all active organizations. | |
| b |
Deactivated (Versions 6.5 and later only) |
Displays all deactivated organizations. | |
| c | Action menu | Contains commands available in the organization list view. | |
| d | Add an organization | Creates a new organization. | |
| e | – | Selects all the organizations in the list. | |
| f | Name | Displays the organization name. | Organization Detail for selected organization |
| g | Users | Displays the number of active users assigned to the organization. | User List for selected organization |
| h | Backup Devices | Displays the number of user devices backing up in this organization. | All devices assigned to the selected organization. |
| i | Total |
Displays the total amount of disk space used for archives in this organization.
(Version 8.2 and later) The amount displayed is refreshed at least once every 25 hours. |
Organization Detail for selected organization |
| j | Cold |
Displays the amount of data in cold storage.
(Version 8.2 and later) The amount displayed is refreshed at least once every 25 hours. |
Cold Storage for all devices assigned to the selected organization |
Action menu
| Command | Description |
|---|---|
|
Show Active (Versions 6.0.x only) |
Displays all active organizations. |
|
Show Deactivated (Versions 6.0.x only) |
Displays all deactivated organizations. |
| Block |
Blocks this organization and all its 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. (Versions 6.0.x only) |
Add a new organization
Click Add an organization 
to create a new organization.
CSV export
Export all visible list items to a CSV file by selecting Export All from the action menu. 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 Code42 app. |
|
shareDeviceCount |
Deprecated. |
| 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 backup. |
|
selectedBytes |
|
|
todoBytes |
|
|
todoFiles |
|
|
archiveBytes |
|
| orgExtRef | |
| notes |
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 | Restores | Displays the number of restores that have occurred in this organization. Click to view the restore history in detail. |
| e | Cold | Displays the cold storage used by this organization. Click to view the cold storage use in detail. |
| f | Registration Key | Displays the Registration Key for this organization. Use this key to assign new users and devices to this organization. |
| g | Date Created | Displays the date this organization was created. |
| h | Storage | Displays statistics of data stored for this organization. |
| i | Storage Utilization | Displays a summary of storage by user. Chart regions are clickable. |
| j | Org Info |
Displays current organization settings.
|
| k | 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. |
| Upgrade Clients (Version 7.0 and later) |
Updates the Code42 app on all devices in this organization to the most recent available version. This does not affect child organizations. |
| 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 its 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. (Versions 6.0.x only) |
Edit
From the Organization Details action menu, select Edit to access settings for quotas, destinations, reporting, indexing, security, reference, and endpoint monitoring. Each section is explained in detail below.
Quotas
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b |
Compliance Settings |
Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | Inherit quota settings from parent |
Configures the organization to take on the quota settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
| e | Maximum user subscriptions |
Sets the maximum number of user subscriptions allowed for this organization.
|
| f | 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. |
| g | Backup disk quota | Sets the total amount of storage the entire organization is allowed to consume. |
| h | Backup user disk quota |
Sets the total amount of storage each user is allowed to consume across all devices. Only applies to newly added users. To apply changes to existing users, move users out of and back into the organization via LDAP scripting or update quotas via the Code42 API. |
| i |
Backup user mobile quota 1 (Version 7.x and earlier) |
Sets the total number of mobile devices (iOS, Android, etc.) that are allowed to access the organization. |
| j | Web restore limit 1 |
Sets the amount of data that users are allowed to restore for a single web restore session.
|
| k | Web restore limit for Org Manager Role 1 |
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.
|
1 This setting is disabled when Compliance Settings are activated.
Destinations
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b | Compliance Settings | Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | Inherit destination settings from parent |
Configures the organization to take on the destination settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
| e | Destinations | Enables or disables backup to each of the configured destinations for users within this organization. |
| f | Account devices | Permits users to back up other devices within their own accounts. |
| g | Local folders | Permits users to back up to local folders (local hard disk or external drives). |
| h | Accepting | Indicates the applications accepted by this destination. |
Reporting
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b | Compliance Settings | Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | Inherited reporting settings from parent |
Configures the organization to take on the reporting settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
| e | 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. |
| f | Recipients | Displays currently configured report recipients. |
| g | Additional recipients | Allows you to add or delete report recipients. |
| h | 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. |
| i | 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. |
Indexing
Indexing is disabled if Compliance Settings are activated.
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b | Compliance Settings | Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | Inherit settings from parent 1 | Enables inheritance for indexing settings. Disable this option to configure indexing settings for the selected organization. |
| e | Index all archives in this organization 1 | |
| f | Do not index files with these extensions 1 | |
1 This setting is disabled when Compliance Settings are activated.
Security
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b | Compliance Settings |
Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | Inherit security settings from parent |
Configures the organization to take on the security settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level.
In Code42 server version 8.2 and later, this only applies to settings for authentication and directory services. Individual Inherit setting from parent options for each security setting were added in Code42 server version 8.2 (see item o below). |
| e | Select an authentication method |
Sets the authentication method for the organization:
|
| f |
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.
|
| g | Select a directory service |
Sets the directory service that manages user groups and user attributes for the system-wide organization:
|
| h |
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. |
| i | Inherit default roles from parent | Enables or disables inherited default user roles. |
| j | 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. |
| k | Roles | Lists the roles for the users in the organization. Click + to add or edit roles for the organization. |
| l |
Local Two-Factor Authentication (Version 8.2 and later) |
Defines two-factor authentication requirements for accessing the Code42 console.
Affected users:
See Two-factor authentication for local users for more details. |
| m | Web restores (Version 6.8.3 and later) |
Sets whether users can restore files from the Code42 console using the server-side web restore methods (server file system and zip file restore types):
The setting only applies to the server file system and zip file web restore types; it does not apply to the device web restore type. It may take up to a day before all users in the organization are updated with the new setting.
To change the setting, administrators must have the SYSADMIN or Server Administrator role. Clicking the Lock button prevents administrators in child organizations from changing the setting. Increased security
Disabling web restores prevents decryption of archive data by the Code42 server system, securing user data from access by administrators. Verify Disabled is selected if your organization adheres to NIST 800-171 compliance. |
| n |
Client Visibility (Version 7.0 and later) |
Configures Code42 app visibility on user devices.
|
| o | Inherit setting from parent |
Individual Inherit setting from parent options for each setting only apply to Code42 server version 8.2 and later. |
| p |
Lock (Version 7.0 and later) |
Click the icon to lock or unlock each setting.
When locked:
When unlocked:
|
Reference
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b | Compliance Settings | Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | External Reference | Specifies optional external reference information such as a serial number, asset tag, employee ID, or help desk issue ID. |
| e | Notes | Specifies optional descriptive information. |
Endpoint Monitoring
These settings are only visible if you have purchased a license for Code42 Security Center. Endpoint Monitoring is disabled if Compliance Settings are activated.
| Item | Description | |
|---|---|---|
| a | Name | Sets the name of this organization. |
| b | Compliance Settings | Activates Compliance Settings for this organization. |
| c | Usernames are email addresses | Requires usernames to be in the format of an email address. |
| d | Inherit settings from parent | Configures the organization to take on the security settings of the organization defaults (system-wide organizations) or its parent organization. When enabled, settings must be edited at the organization default or parent organization level. |
| e | Removable media 1 |
Enables or disables scanning of file metadata on all removable media, such as USB drives or SD cards. |
| f |
Cloud Sync Applications 1 (version 8.2 and later)
Cloud service (versions 6.0.x - 7.0.5) |
Enables or disables detection of syncing files using these cloud storage apps:
|
| g |
Browser and other Application activity 1 (version 8.2 and later)
Application activity
Browser activity
File upload |
Enables or disables detection of files accessed by web browsers and other applications (for example, uploading attachments to web-based email or downloading files via FTP). This may also include other instances of apps accessing a file, such as opening a local file to view it in a web browser without actually uploading it. Devices using Code42 app versions older than 7.0.0 only monitored activity in web browsers, and only on Windows devices. Version 7.0.0 expands upload and download detection to include Macs as well as other applications, such as Slack, FileZilla, FTP, and cURL. |
| h |
File restore 1 (versions 7.x and earlier) |
Enables or disables detection of file-restore activity, such as restores of files belonging to other users. |
| i |
Pattern matching 1 (versions 7.x and earlier) |
Enables or disables detection of dangerous, malicious, or sensitive file metadata and file contents based on specified patterns using the YARA rule framework. Pattern matching requires creating a YARA rule file and manually deploying it to each user device. Unlike the other types of endpoint monitoring, pattern matching only searches files included in the user's backup file selection. Pattern matching can scan for MD5 hash and filename matches on any file, but does not extract file contents of binary or compressed files. Practically speaking, this means pattern matching only searches the contents of plain text files, unless you create a rule targeting a specific binary string. |
1 This setting is disabled when Compliance Settings are activated.
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.
Add users
| Item | Description |
|---|---|
| a | Adds users one-by-one. In order to begin backing up, the Code42 app must be installed on each user's device. |
| 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 Code42 app must be installed on each user's device. |
Invite users
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 | Specifies the email address users reply to. |
| c | 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. |
Email backup report
| 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. |
Restore history
View the Restore History by selecting an organization, then clicking the number of restores. Starting in version 8.2, these details are restricted by role: the history only displays the restore details and archives you can perform or access based on your role permissions.
| Item | Description | |
|---|---|---|
| a | Action Menu |
Includes options to Print or Export (as CSV) the restore information. (Print available in versions 6.0.x only) |
| 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  will appear if another user initiated the restore (via restoring from the Code42 console, for example). |
| 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 of the file restoration. |
| h | Restore Date | Date and time the restoration occurred. |
| i | Duration | Total time taken to restore the files. |