--- title: "Adding or Editing a Device Configuration Template" slug: "adding-or-editing-a-device-configuration-template-2-1-1" tags: ["Portal"] updated: 2026-09-16T09:41:09Z published: 2026-09-16T09:41:09Z canonical: "kb.ctera.com/adding-or-editing-a-device-configuration-template-2-1-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.ctera.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding or Editing a Device Configuration Template **To add or edit a device configuration template:** 1. Select **Settings > Configuration Template** in the navigation pane. The **Configuration Templates** page is displayed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-TD9TTBOV.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Either, Or, - Add a new template, click **New**. The **New Configuration Template** window is displayed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-YOSIDZ4R.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) - Edit an existing configuration template, click the template’s name. The configuration template window is displayed with the configuration template name as the window title. 3. Enter the general details for the template: **Name** – A unique name for the template. Spaces and special characters cannot be used in the name. **Description** – A description of the template. 4. Access the following tabs to complete configuring the template: [Backup Sets](/v1/docs/adding-or-editing-a-device-configuration-template-2#backup-sets) – Filters to select files to include in the backup, based on criteria of your choice, such as file type, location, and modification date. [Exclude Sets](/v1/docs/adding-or-editing-a-device-configuration-template-2#exclude-sets) – Filters to select files to exclude from the backup based on criteria of your choice. [Backup Schedule](/v1/docs/adding-or-editing-a-device-configuration-template-2#backup-schedule) – Specify the backup schedule. [Backup Throughput](/v1/docs/adding-or-editing-a-device-configuration-template-2#backup-throughput) – You can restrict the amount of bandwidth used for backing up files online. [Scripts](/v1/docs/adding-or-editing-a-device-configuration-template-2#scripts) – Specify CTERA Agent scripts within device templates. [Sync Throughput](/v1/docs/adding-or-editing-a-device-configuration-template-2#sync-throughput) – Restrict bandwidth for specific hours in a day or on specific days. [Cloud Drive](/v1/docs/adding-or-editing-a-device-configuration-template-2#cloud-drive) – Which portal cloud folders are synchronized with the device, and with which folder each cloud drive folder is synced. [Software Updates](/v1/docs/adding-or-editing-a-device-configuration-template-2) – A firmware image for all relevant devices. [Update schedule](/v1/docs/adding-or-editing-a-device-configuration-template-2) – Configure how and when to install updates. [Consent Page](/v1/docs/adding-or-editing-a-device-configuration-template-2#consent-page) – Configure a consent page that has to be accepted before a user can log in to an edge filer that is connected to the portal. 5. Click **Save**. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-RRL3RM6N.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) The configuration is saved and, after a few minutes, applied to devices to which the template is assigned, as described in [Configuring the Automatic Template Assignment Policy](/v1/docs/configuring-the-automatic-template-assignment-policy-6) or per device, in the **Advanced** settings for the device, as described in [Managing Devices From the End User Portal](https://kb.ctera.com/v1/docs/en/76b5e66b-c7bb-4ee5-b5b5-50b4f7c713ed?isPreview=true&versionNumber=4). ## Backup Sets Backup sets are filters that you can define which select files to include in the backup based on criteria of your choice, such as file type, location, modification date, and so on. When you create backup sets, you can specify files by extension type, name, location, size and/or modification date. For example, you could create a set called *My Music* and include all files with the extensions *.wav and *.mp3 that are located in the folder **My Documents > Music**. If a file is included in a backup set: - It is included in the backup even if it is not selected as a *Backup File*. - If the file is also included in an exclude set, the file is excluded from the backup. When you create a backup set, by default it is enabled. **To add a backup set:** 1. In the configuration template page, select the **Backup Sets** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-5Y151AJE.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Click **New** to add a new backup set or select a backup set and click **Edit** to change it. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-IX8HR217.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 3. Set the details and conditions for the backup set: **Backup Set Name** – A name for the backup set. **Comment** field – A description of the backup set. **The file will be included in the backup If** – Specify the conditions for including files in the backup set: either all the conditions must be met or at least one condition must be met for a file to be included in the backup set. 4. Define conditions for a file to be included in the backup set. **Note** To edit a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to edit. To remove a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to remove. 1. Click **Add condition**. A row is added to the table to add the condition: 2. In the **Field** column, select the condition parameter from the drop-down list. 3. In the **Operator** column, select the condition operator from the drop-down list. The list of operators displayed depends on the condition parameter selected in the first column. **equals** – Include all files for which the parameter in the first column matches the string in the third column. **begins with** – Include all files for which the parameter in the first column begins with the string in the third column. **ends with** – Include all files for which the parameter in the first column ends with the string in the third column. **contains** – Include all files for which the parameter in the first column contains the string in the third column. **is one of** – Include all files for which the parameter in the first column is included in the set specified in the third column. 4. In the **Value** column, complete the condition: **Examples**: If you select **File Name** as the condition parameter in the **Field** column, **begins with** as the condition operator in the **Operator** column, and type `Work-123-` in the **Value** column, then the backup set will include all files whose names begin with *Work-123-*. If you select **File Type** as the condition parameter in the **Field** column, **is one of** as the condition operator in the **Operator** column, and type `avi, mov, mpg` in the **Value** column, then the backup set will include all files with the extension *.avi, *.mov, and *.mpg. 5. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the **Actions** column. 5. Define the template directories to be included in the backup set. **Note** To change a variable, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to edit. To remove a variable, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to remove. 1. Click **Add a file or folder** to select file and folders to which you want to apply the conditions for the backup set. A row is added to the table. 2. Click in the row, either select a variable from the drop-down list or type a variable. You can use any operating system environment variable defined on the Windows or macOS machine, for the user account on which the CTERA service is running. If the specified environment variable is not defined on the machine, this row in the policy is ignored. In addition, a set of CTERA-specific environment variables can be used. **$ALLUSERSPROFILE** – The Windows *All Users* profile directory. **$WINDIR** – The Windows directory. **$TEMP** – The Windows temporary files directory. **$SYSTEMDRIVE** – The Windows system drive. **$PROGRAMFILES** – The Windows Program Files directory. **$APPDATA** – The path to the application data directory. For example, if the local user who connected the agent to the portal is *JohnSmith*, then $APPDATA refers to `C:\Users\JohnSmith\Application Data. **$USERPROFILE** – The path to the user profile folder. For example, if the local user who connected the agent to the portal is *JohnSmith*, then $USERPROFILE refers to `C:\Users\JohnSmith` **CTERA Edge Filer Template Variables** **$USERS** – The home directories folder on the CTERA Edge Filer. For example, `/Shares/Home Folder` **$AGENTS** – Establishes a direct connection to the CTERA Portal to perform backup tasks. **$SYNCS** – The Clientless Backup destination folder on the CTERA Edge Filer. For example, `/Shares/Clientless Backup` **$PROJECTS** – The projects folder on the CTERA Edge Filer. For example, `/Shares/Projects` **$PRIMARYUSER** – The profile folder of the local user who connected the CTERA Agent to the CTERA Portal. For example, if the local user who connected the agent to the portal is *JohnSmith*, then $PRIMARYUSER refers to `C:\Users\JohnSmith` **Note** $PRIMARYUSER is relevant for the CTERA Windows Agent only. You can use wildcards. For example, `$USERS/*/MyFolder` to back up the `MyFolder` folder under all users' home directories. For UNIX/Windows interoperability, backup sets support the use of both slashes and backslashes. Any slashes or backslashes are automatically converted to the type supported by the machine's operating system. When you specify a folder name, all of the files and subfolders in it are automatically included. You do not need to add “*” at the end of the folder name. 3. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the **Actions** column. The backup set is created. ## Exclude Sets Exclude sets are filters that you can define which select files to exclude from the backup based on criteria of your choice. The final set of files to include in a backup operation is determined by performing the following checks for each file: - Whether the file is contained in an exclude set. If so, the file is skipped. - Whether the file is contained in a backup set. If so, the file is backed up. - Whether the file is contained in a folder that was selected specifically for backup in the device interface. If so, the file is backed up. If a file is included in an enabled backup set but also included in an Exclude set, the file will be excluded from the backup. When you create an exclude set, by default it is enabled. **To add an exclude set:** 1. In the configuration template page, select the **Exclude Sets** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-EDMI9PDL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Click **New** to add a new exclude set or select an exclude set and click **Edit** to change it. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-S3710K4D.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 3. Set the details and conditions for the exclude set: **Exclude Set Name** – A name for the exclude set. **Comment** field – A description of the exclude set. **The file will be excluded from the backup If** – Specify the conditions for excluding files in the exclude set: either all the conditions must be met or at least one condition must be met for a file to be excluded in the exclude set. 4. Define **Conditions** for a file to be excluded in the exclude set. **Note** To edit a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to edit. To remove a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to remove. 1. Click **Add condition**. A row is added to the table to add the condition: 2. In the **Field** column, select the condition parameter from the drop-down list. 3. In the **Operator** column, click **Select** and select the condition operator from the drop-down list. The list of operators displayed depends on the condition parameter selected in the first column. **equals** – Exclude all files for which the parameter in the first column matches the string in the third column. **begins with** – Exclude all files for which the parameter in the first column begins with the string in the third column. **ends with** – Exclude all files for which the parameter in the first column ends with the string in the third column. **contains** – Exclude all files for which the parameter in the first column contains the string in the third column. **is one of** – Exclude all files for which the parameter in the first column is included in the set specified in the third column. 4. In the **Value** column, complete the condition. **Examples**: If you select **File Name** as the condition parameter in the **Field** column, **begins with** as the condition operator in the **Operator** column, and type `Work-123-` in the **Value** column, then the exclude set will include all files whose names begin with *Work-123-*. If you select **File Type** as the condition parameter in the **Field** column, **is one of** as the condition operator in the **Operator** column, and type `avi, mov, mpg` in the **Value** column, then the exclude set will include all files with the extension *.avi, *.mov, and *.mpg. 5. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the **Actions** column. 5. Define **Template Directories**, click **Add a file or folder** to select file and folders to which you want to apply the conditions for the exclude set. A row is added to the table. **Note** To change a variable, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to edit. To remove a variable, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to remove. 1. Click in the row, either select a variable from the drop-down list or type a variable. You can use any operating system environment variable defined on the Windows or macOS machine, for the user account on which the CTERA service is running. If the specified environment variable is not defined on the machine, this row in the policy is ignored. In addition, a set of CTERA-specific environment variables can be used. **$ALLUSERSPROFILE** – The Windows *All Users* profile directory. **$WINDIR** – The Windows directory. **$TEMP** – The Windows temporary files directory. **$SYSTEMDRIVE** – The Windows system drive. **$PROGRAMFILES** – The Windows Program Files directory. **User-specific Windows Environment Variables** **$APPDATA** – The path to the application data directory. For example, if the local user who connected the agent to the portal is *JohnSmith*, then $APPDATA refers to `C:\Documents and Settings\JohnSmith\Application Data` **$USERPROFILE** – The path to the user profile directory. For example, if the local user who connected the agent to the portal is *JohnSmith*, then $USERPROFILE refers to `C:\Documents and Settings\JohnSmith` **$USERS** – The home directories folder on the CTERA Edge Filer. For example, `/Shares/Home Folder`. **\AGENTS** – Establishes a direct connection to the CTERA Portal to perform backup tasks. **$SYNCS** – The Clientless Backup destination folder on the CTERA Edge Filer. For example, `/Shares/Clientless Backup`. **$PROJECTS** – The projects folder on the CTERA Edge Filer. For example, `/Shares/Projects`. **$PRIMARYUSER** – The profile folder of the local user who connected the CTERA Agent to the CTERA Portal. For example, if the local user who connected the agent to the portal is *JohnSmith*, then $PRIMARYUSER refers to `C:\Users\JohnSmith` **Note** $PRIMARYUSER is relevant for the CTERA Windows Agent only. You can use wildcards. For example, `$USERS/*/MyFolder` to back up the `MyFolder` folder under all users' home directories. For UNIX/Windows interoperability, exclude sets support the use of both slashes and backslashes. Any slashes or backslashes are automatically converted to the type supported by the machine's operating system. When you specify a folder name, all of the files and subfolders in it are automatically excluded. You do not need to add “*” at the end of the folder name. 2. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the **Actions** column. The exclude set is created. ## Backup Schedule Specify the backup schedule. **To manage the cloud backup schedule:** 1. In the configuration template page, select the **Backup Schedule** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BHDMS6R9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Manage Backup Schedule** on. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-697AGYCW.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 3. The device template will manage which backup schedule for devices using this template. Management of backup schedules is disabled in the devices' local administration interfaces. If you want the backup schedule to be managed from each device's administration interface, click **Don't Manage**. 4. Configure the backup schedule: **Periodically** – Back up files every specified number of hours. **Start Every** – The amount of time between automatic cloud backups, in hours. **Unit** – How the numeric time is measured, Hours or Minutes. **Specific Time** – Back up files according to a specified daily schedule. **Start Time** – The time at which cloud backup can start. **Note** If a given backup extends past the scheduled time for the next automatic backup, the next automatic backup commences immediately after the prior backup finishes. **Stop Time** – The time at which cloud backup must end. This can be any of the following: **Note** If the amount of changed data to back up is large, the backup process can take a long time. If a stop time is configured, the backup process may not complete within the time frame. For example, if you specify that data should be backed up between 12AM-2AM, and the backup requires 3 hours, the backup will not complete. **On Days** – The days on which cloud backup is performed. This can be any of the following: - A specific hour - **On Completion** (default). The backup operation will only end when cloud backup is complete. - One or more specific days - **Every Day** (default). Cloud backup will occur every day. ## Backup Throughput You can restrict the amount of bandwidth used for backing up files online. **To restrict throughput:** 1. In the configuration template page, select the **Backup Throughput** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-6Z0BQSJH.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Manage Throughput Control** on. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-XLT4XRWM.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) Management of backup throughput is disabled in the device local administration interface. If you want the backup throughput to be managed from each device's administration interface, slide **Manage Throughput Control** off. 3. Configure the backup throughput: **Do not throttle** – Throughput should not be restricted. **Throttle the Internet bandwidth usage** – Restrict the bandwidth used for cloud backups. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-UZP14OR5.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) **Limit outgoing bandwidth to** – The maximum bandwidth to use for cloud backups in Kbits per second. **During these hours** – The bandwidth used for cloud backups is restricted only at specific times of the day. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-GSKEACXF.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) **Start Time** – The time that the bandwidth restriction starts. **Stop Time** – The time that the bandwidth restriction stops. **On Days** – The bandwidth used for cloud backups is restricted only on specific days. This can be any of the following: - Bandwidth used for cloud backup will be restricted on one or more specific days. - **Every Day** (default). Bandwidth used for cloud backup will be restricted every day. ## Scripts You can create and manage scripts to run on CTERA Drive Protect. The scripts are updated and pushed to CTERA Drive Protect connected to the portal. You can configure scripts to run at any of the following stages of CTERA Drive Protect processes: - Before backup - After backup - After sign-in **To configure scripts:** 1. In the configuration template page, select the **Scripts** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-SW6MMO2D.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Manage Scripts** on ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-KED9ZLF1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) The device template will manage scripts for devices using this template. 3. Add the scripts you want to include in the template to run on CTERA Drive Protect running on Windows or macOS. 4. Click when you want the script to run: **Run Before Backup**, **Run After Backup**, or **Run After Sign In**. **Note** Scripts that you want to run after sign-in require CTERA Drive Protect to be restarted. ## Sync Throughput **To control the cloud sync upload and download speeds:** 1. In the configuration template page, select the **Sync Throughput** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-R9LKX2LQ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Manage Throughput Control** on. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-M1ZMP133.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) If you want the sync throughput to be managed from each device's administration interface, slide **Manage Throughput Control** off. 3. Click **Add throttling rule** to set the throttling for sync throughput. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9QVQ1YUN.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) **Note** When no throttling rules are defined, there is no speed restriction for uploading or downloading files to the Cloud Drive for syncing. A maximum of 50 rules can be defined. 4. Define the following for the throttling rule: **Out Speed Limit (kb/s)** – The maximum speed to use for cloud drive sync upload in Kbits per second. The minimum value for the speed is 8kb/s. If there is no value, then there are no speed limits. **In Speed Limit (kb/s)** – The maximum speed to use for cloud drive sync download in Kbits per second. The minimum value for the speed is 8kb/s. If there is no value, then there are no speed limits. **Start at** – Specify the time when the bandwidth limit used for cloud drive sync upload starts. **End at** – Specify the time when the bandwidth limit used for cloud drive sync upload ends. When the end time is before the start time, the end time is the next day. **Days** – Specify that the bandwidth used for cloud drive sync upload should be restricted every day (the default) or only on specified days. **Note** When the start and end times for more than one rule overlap, the order of the rules in the list determines how they are implemented with the rule at the top of the list implemented first. Use **Move Down** and **Move Up** to change the order the rules are listed. 5. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the **Actions** column. **Note** To edit a throttling rule, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to edit. To remove a throttling rule, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to remove. ## Cloud Drive Specify which portal cloud folders are to be synchronized with the device, and with which folder each cloud drive folder is synced. **To manage cloud drive sync in the device template:** 1. In the configuration template page, select the **Cloud Drive** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-MEVGCFVU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Manage Cloud Drive** on. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-NVVKBXNC.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 3. To sync the home folder, slide **Sync Home Folder** on and then click **Settings**. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-YHD3FRRL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 1. Set which local folder on the device the cloud drive home folder should be synced: - **Sync to the Cloud Drive folder** or, - **Sync to an alternative local folder** Use one of the environment variables described in [Backup Sets](/v1/docs/adding-or-editing-a-device-configuration-template-2-1-1#backup-sets). 2. Exclude subfolders: Click **Add** in the **Excluded Subfolders** section. A row is added to the table. 3. Click in the row and enter the folder path of a subfolder to exclude from syncing. 4. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the **Actions** column. **Note** To edit the folder path, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to edit. To remove an excluded folder, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row to remove. 5. Click **Cloud Drive** in **Cloud Drive > Settings** to return to the **Cloud Drive** tab. 4. To add more cloud drive folders to sync with the device: 1. Click in the **Quick Search** field and type a search string to search for the name of a cloud drive folder you want to add. All the folders that include the search string in their names are displayed. 2. Select the folder you want to add. 3. Click **Add**. The folder is added to the list. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-R945BL7J.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 4. To set which folder on the device the folder should sync with, click ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-E916HGP6.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) in the row. 5. Set which local folder on the device the cloud drive folder should be synced and subfolders that should be excluded, as described in step 3 above. ## Software Updates When you mark a firmware image as the current firmware image, all devices that are of the relevant device platform, assigned to this template, and set to automatically download firmware images will download this firmware image. There can only be one current firmware image per device platform. **To mark a firmware image as the current firmware image:** 1. In the configuration template page, select the **Software Updates** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-JZCB6AUD.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Click **Override Global Settings**. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BFKKUSFJ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) **Note** The list of available firmware is what the global administrator has uploaded to the portal. 3. Select the desired firmware image. 4. Click **Mark as Current**. The selected firmware image becomes the current firmware image and is marked with ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-VYGSCQHS.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D). ## Update schedule You can configure your devices to automatically download and install firmware updates. **To configure automatic firmware updates:** 1. In the configuration template page, select the **Update Schedule** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-LAHCLLGU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Manage Update Schedule** on. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-H6CE9AHJ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 3. Configure the firmware update schedule. **Download and install updates automatically** – The CTERA Portal downloads and installs firmware updates automatically. If you do not select this option, device owners must perform firmware updates manually. **Restart appliances automatically after installing new firmware** – CTERA Edge Filers automatically reboot after installing a firmware update. **As soon as possible** – Reboot as soon as possible after a firmware update. In this case, CTERA Edge Filers reboot as soon as it is recommended to do so. For example, the automatic reboot might be deferred, if the CTERA Edge Filer while the antivirus feature is being enabled. **During these hours** – To reboot only during specific hours. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-ALXXM3PK.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) **Start Time** – The time that the update can start. **Stop Time** – The time that the update must stop. **On Days** – The days on which an update can be performed. This can be any of the following: - Updates can be performed on one or more specific days - **Every Day** (default). Updates can be performed every day. ## Consent Page You can configure devices that are connected to a CTERA Portal to display a consent page before the user can log in to the device. Only after the user accepts the terms in the consent page can the user log in. **To configure a consent page:** 1. In the configuration template page, select the **Consent Page** tab. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-EWBJBBYG.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 2. Slide **Display consent page before login** on. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-PXCGFORS.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A33%3A56Z&se=2026-11-11T05%3A33%3A56Z&sr=c&sp=r&sig=p2F0CwCywWSNQxjbSHgvPve6FSYuWQlJO4j3dD3CQxo%3D) 3. Enter the text for the consent page header, as plain text. 4. Enter the text for the consent page body, as plain text.