Skip to main content

This article applies to Cloud.

Other available versions:

Version 6 | Version 5 | Version 4icon.qnmark.png

Available in:

StandardPremiumEnterprise
Small Business
Code42 Support

Organizations reference

Overview

Organizations are the Code42 environment's way of grouping users. You can configure different organizations to use different settings or different backup destinations.

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

A single computer within your Code42 environment, identified by its GUID.

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.

Active organizations

Item Description Click to view
a Active Displays all active organizations.  
b Deactivated 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. Organization Detail for selected organization
j Cold Displays the amount of data in cold storage. Cold Storage for all devices assigned to the selected organization

Action menu

Command Description
Block

Blocks this organization and all its users and devices.

  • Backup continues, but users within this organization will be unable to sign in or restore.
  • This action is available when the organization is not currently blocked.
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.

Add a new organization

Click Add an organization Add organization button to create a new organization.

Add an organization dialog

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

Total number of bytes selected for backup.

todoBytes

Total bytes of data remaining to back up.

todoFiles

Total number files remaining to back up.

archiveBytes

Total bytes the archive occupies on disk.

orgExtRef

Optional external reference information, such as a serial number, asset tag, employee ID, or help desk issue ID.

notes

Details

Organization Details displays stats and settings for the selected organization.

organization details

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.

 

See the Edit section below to change these settings for a specific organization.

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.
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.

  • Deactivated users and devices must be activated individually.
  • This action is available when the organization has been deactivated.
Deactivate

Deactivates this organization and all associated users and devices, and places all backup archives into cold storage.

  • When an organization is deactivated, the word “deactivated” plus a timestamp is appended to the name.
  • This action is available when the organization is active.
Block

Blocks this organization and all its users and devices.

  • Backup will continues, but users within this organization are unable to log in or restore.
  • This action is available when the organization is not currently blocked.
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.

Edit

From the Organization Details action menu, select Edit to access settings for quotas, destinations, reporting, security, reference, and endpoint monitoring. Each section is explained in detail below.

Quotas

Organization 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 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, update quotas via the Code42 API.

i Backup user mobile quota 1 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.

  • A value of 0 MB disables web restores for users.
  • Select Unlimited to set no web restore limit.
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.

  • A value of 0 MB disables web restores for organization administrators.
  • Select Unlimited to set no web restore limit.

1 This setting is disabled when Compliance Settings are activated.

Destinations

destination settings

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

organization reporting settings

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. For new customers, the first administrator is a recipient by default. To start or stop emails to other users, either:

  • Add or remove the user role Alert Emails.
  • Add or delete addresses from the next field, Additional 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 administration 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 administration console.

Security

organization security settings

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.

e Select an authentication method

Sets the authentication method for the organization:

  • Local: Users authenticate against the local Code42 platform directory.

  • SSO: Users authenticate against one of the offered single sign-on identity providers. One or more identity providers must be selected in Choose provider(s).

f

Choose provider(s)

Specifies the SSO identity provider(s) that provide authentication. Options appear based on your identity provider configuration.

 

SSO requires configuration of at least one identity provider via Settings > Security > Single Sign-On.

g Select a directory service

Sets the directory service that manages user groups and user attributes for the system-wide organization:

  • Local: Uses the local Code42 platform directory

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. 

Reference

Organization reference settings

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.

organization endpoint monitoring settings

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 service 1

Enables or disables detection of syncing files using these cloud storage apps:

  • Box
  • Dropbox
  • Google Backup and Sync
  • iCloud
  • OneDrive
    OneDrive for Business is not supported.
g Browser activity 1
(Windows only)

Enables or disables detection of files opened in web browsers, such as uploading attachments to web-based email or downloading files from websites.

h File restore 1

Enables or disables detection of file-restore activity, such as restores of files belonging to other users.

i Pattern matching 1

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

To change device backup defaults, from the action menu image.png choose Device Backup Defaults

Select from the tabs to configure specific settings:

  • General: Specify client settings related to CPU power and bandwidth allocation, device backup alert thresholds, and file exclusions.
  • Backup: Define how and when backup operations take place, what files to include and exclude from backup, the frequency of backup, and how long to retain file versions. Advanced settings allow you to control backup processes like real-time watching, data de-duplication, encryption, and compression.
  • Reporting: Specify when and what reports are sent and to whom.
  • Security: Set the default encryption key policy. After the encryption policy is elevated, upgraded Code42 environments can never downgrade their policy.
  • Network: Control connection performance settings for WAN and LAN networks, exclude wireless networks, exclude network interfaces, or configure proxy settings.

Device Backup Default Settings dialog.png

Device defaults from parent
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 Set device defaults.

Add a child organization

Use the Add a Child Organization command to create a new organization under the currently selected organization.

Add an organization

Add users

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.

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

Changing organizations can affect backups
If users are moved to a different organization, it could affect their backup. For example: 
  • Different destinations offered: If the new organization does not offer the same destinations as the user's previous organization, any of the user's data from destinations that are no longer offered are put in to cold storage. Data in cold storage is deleted according to your cold storage retention policy. 
  • Frequency and version settings: Any differences in the new organization's frequency and version settings are applied to the backup archive after the user device connects to the Code42 cloud. Depending on the new organization's frequency and version settings, some data could be removed.
  • Auto-start backups: If the new organization has any destinations configured to auto-start, the Code42 app begins backing up to those destinations immediately. Destinations that are not configured to auto-start appear in the Code42 app for the user to select.

change parent organization

Item Description
a Searches for parent org name.
b Displays the results of the search as you type.

Email backup report

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.

restore history

Item Description
a Action Menu Includes the option to 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 Warning Icon will appear if another user initiated the restore (via restoring from the administration 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.

 

  • Was this article helpful?