Adding, Editing, or Deleting a Subscription Plan

  • 2 minute(s) read
Prev Next

Adding or Editing a Subscription Plan

To add or edit a subscription plan:

  1. In the global administration view, select Provisioning > Plans in the navigation pane.
    The Plans page is displayed.
    image.png
  2. To add a new plan, click New Plan.
    Or,
    To edit an existing plan, click the plan's name.
    Note

    Editing a plan that has already been assigned to users can change what the users can do.

    The plan page is displayed.
    image.png
  3. In the Details tab enter the plan details.
    Plan Name – A name for the plan. Only letters and numbers can be used for the name.
    Display Name – Optionally, the name to use when listing plans and in notifications.
    Sort Index – Optionally, an index number to assign the plan, to enable custom sorting of the plans displayed to end users in the Subscribe to Plan wizard.
  4. In the Services tab choose which services to include in the plan.
    image.png
    Cloud Backup Service – The Cloud Backup Service is included in the subscription plan.
    Remote Access – Include remote access in the subscription plan. Remote access includes both access to the device's management interface via the CTERA Portal and a dedicated URL, access to the user's files via the CTERA Portal and a dedicated URL.
    Note

    Device owners can disable remote access via the device's management interface.

    Antivirus – Include the Cloud Drive antivirus service in the plan. When antivirus is activated, files are scanned for malware automatically and transparently, before they are downloaded for the first time. The Cloud Drive antivirus service requires an additional license.
  5. In the Snapshot Retention Policy tab, set the snapshot retention policy.
    This policy applies to both Cloud Drive snapshots and backups from CTERA Edge Filers and CTERA Drive Protect (Agents).
    image.png
    Retain all snapshots for – The number of hours after creation that all snapshots are retained.
    Retain hourly snapshots – The number of hourly snapshots that are retained.
    Retain daily snapshots – The number of daily snapshots that are retained.
    Retain weekly snapshots – The number of weekly snapshots that are retained.
    Retain monthly snapshots – The number of monthly snapshots that are retained.
    Retain quarterly snapshots – The number of quarterly snapshots that are retained.
    Retain yearly snapshots – The number of yearly snapshots that are retained.
    Retain deleted files for – The number of days to retain deleted files. The minimum value is 1 day.
    Note

    For an additional explanation of each policy, see Managing Snapshots.

  6. In the Quotas tab click in the quota field and enter the number to include in the plan.
    image.png
    For example, to include only 500GB of storage space, click in the Storage quota field and enter 500.
    Note

    Only items included in the license are displayed.

  7. Click Save.

image.png
New plans are applied every day at midnight. Existing plans that are edited are immediately applied. You can apply new plans immediately by clicking Apply Provisioning Changes.

Deleting a Plan

You cannot delete the default plan, nor a plan that is already assigned.

To delete a plan:

  1. In the global administration view, select Provisioning > Plans in the navigation pane.
    The Plans page is displayed.
  2. Select the plan's row.
  3. Click Delete Plan.
    A confirmation window is displayed.
  4. Click Delete to confirm.

The subscription plan is deleted.

Related articles