Accessing a CTERA Edge Filer

CTERA Edge Filers are managed via a web-based user interface.

To connect to a CTERA Edge Filer:

1. Open a web browser. You can use any of the latest two releases of Google Chrome, Apple Safari, Mozilla Firefox, and Microsoft Edge.
2. Enter the CTERA Edge Filer's IP address to navigate to the CTERA Edge Filer.

Logging in

Each time you connect to the interface, your browser displays the Log In page:

1. Enter your user name and password for accessing the CTERA Edge Filer.
   The administrator user is defined as part of the initial setup immediately after installation. All other users are added by the administrator, as described in Adding and Editing Users.
   Note

   When the CTERA Edge Filer is connected to Active Directory, the user name to log in can be the user name or the Active Directory UPN (User Principal Name).

2. Click Log In.
   As a member of the Administrators or Read Only Administrators user groups, the Configuration view Main > Dashboard page is displayed.
   
   Note

   If the edge filer is not connected to a CTERA Portal, the edge filer is unlicensed and both Cloud Drive and Cloud Backup are not available.

Details of logins and login attempts are displayed on each login.

To use the CTERA Edge Filer, it must be connected to a CTERA Portal. You connect the CTERA Edge Filer to the CTERA Portal using an administrator account. During the initial CTERA Edge Filer setup you connect the CTERA Edge Filer to the CTERA Portal. If the connection between the CTERA Edge Filer and Portal is down, reconnect using the procedure described in Connecting to a CTERA Portal.

Check the status of the connection, as described in Viewing the Status of the Connection to a CTERA Portal

Connecting to a CTERA Portal

To connect the CTERA Edge Filer to a CTERA Portal:

1. In the Configuration view, select Cloud Services > Status in the navigation pane.
   The CTERA Portal page is displayed.
   
2. Click Connect to Services.
   The Account Details screen is displayed.
   
3. Enter the address of the CTERA Portal, and then click Next.
   Note

   If the CTERA Portal does not have a valid certificate installed, a warning is displayed to the end user when logging a device into the portal, offering the option to proceed anyway. This warning is presented every time a user connects a device to the portal, until a valid certificate is installed.

   The Sign In screen is displayed.
   
   Note

   If single sign-on has been set up to the portal, the following screen is displayed.
   
   In this case, click Sign In and then Allow in a separate window when prompted, and then the Select License screen is displayed. For CTERA Edge Filers except the HC100, skip the next step. For an HC100, skip the next 2 steps.

4. Enter the CTERA Portal designated user username and password to access the CTERA Portal.
   Note

   The designated user is the owner of the cloud folders and data to manage the CTERA Edge Filer connection to the CTERA Portal for all users and not just the current user. This designated user has CTERA Portal read/write administrator permissions.

5. Click Next.
   The Select License screen is displayed.
   
   You are prompted to select the license from those available on the CTERA Portal.

6. Select the license and click Next.
   The CTERA Edge Filer connects to the CTERA Portal and is added to the CTERA Portal account.
   A success screen is displayed.
7. Click Finish.

The CTERA Portal page is displayed, showing that the CTERA Edge Filer is connected to the CTERA Portal.

Viewing the Status of the Connection to a CTERA Portal

The CTERA Portal page displays information about the CTERA Edge Filer connection to a CTERA Portal account.

After connecting to a CTERA Portal the CTERA Edge Filer status panel shows the following:

• The status of the connection to the CTERA Portal can be one of the following:
  Resolving the portal address – The CTERA Edge Filer is resolving the CTERA Portal address.
  Connected to portal – The CTERA Edge Filer is connected to the CTERA Portal named portal or with the IP address portal, and the connection is currently in use.
  Connecting – The CTERA Edge Filer is connecting to the CTERA Portal.
  Disconnected – The CTERA Edge Filer is disconnected from the CTERA Portal. You can reconnect as described in Reconnecting and Disconnecting to a CTERA Portal.
  Authenticating – The CTERA Edge Filer is authenticating to the CTERA Portal.
  Connection Failed – The connection to the CTERA Portal failed.
• The amount of time that the CTERA Edge Filer has been connected to the CTERA Portal.
• The IP address of the CTERA Portal.
• The edge filer identifier used by the portal.