--- title: "Connecting the Agent to a CTERA Portal" slug: "connecting-the-agent-to-a-ctera-portal-3" tags: ["7.8", "Protect", "Agent", "Share", "Drive", "macOS"] updated: 2026-06-07T06:40:42Z published: 2026-06-07T06:40:42Z canonical: "kb.ctera.com/connecting-the-agent-to-a-ctera-portal-3" --- > ## 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. # Connecting the Agent to a CTERA Portal Users logging on to a PC running a CTERA Agent, with CAC, Common Access Card, are automatically and transparently authenticated to the CTERA Portal. Single sign-on (SSO) to the CTERA Portal must be defined in Microsoft Active Directory, using the Kerberos protocol. When validating the CTERA Portal certificate, certificate revocation checking is performed using CAPI/OSB revocation checks. **To connect to a CTERA Portal:** 1. Click the CTERA Agent icon, ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-W6GSAGTL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D), in the menu bar. The **Welcome to CTERA Agent** window is displayed. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-GZHUX79V.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D) 2. Enter the portal DNS name or IP address. Alternatively, if you want to configure CTERA Agent to connect to the CTERA Portal via a proxy click **[Advanced](/v1/docs/connecting-the-agent-to-a-ctera-portal-3#setting-up-connection-via-a-web-proxy)**. 3. Click **Continue**. **Note** If the CTERA Portal sends an unknown or untrusted CA certificate, a warning is displayed when connecting the agent to the portal, offering the option to proceed anyway. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-53S43PFB.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D) The CTERA Agent connects to the portal. When SSO is not implemented to access the CTERA Portal, the window to specify the username and password is displayed. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-J8OCZCX1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D) - In the **Username** and **Password** fields, enter your user name and password for accessing the portal, and click **Sign in**. The CTERA Agent signs you in to the portal. The CTERA Agent icon changes to ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-FQ664VZI.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D). The **CTERA Agent** window is displayed. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-21X52H75.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D) If the CTERA Agent is **not** licensed for backup, and only CTERA Drive Share is available, the following **CTERA Agent** window is displayed. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-KB2RWTG4.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D) ## Setting Up Connection Via a Web Proxy CTERA Agent supports HTTPS proxies that support the CONNECT method. If you want CTERA Agent to connect to the CTERA Portal via a proxy, you can configure the proxy before you sign into CTERA Agent. The following proxy authentication schemes are supported: - Basic - NTLM - NTLMv2 Note Using a proxy auto-config (PAC) file is not supported. **To set up a connection to the CTERA Portal via a web proxy:** 1. In the **Welcome to CTERA Agent** window, click **Advanced**. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-HJKWWHM6.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A18%3A57Z&se=2026-11-11T05%3A18%3A57Z&sr=c&sp=r&sig=7tSjrNQxhss1zzwrmG%2BL1XOzCABodKBYbHg0icunATQ%3D) 2. Select an option from the **Proxy Settings** drop-down list. **No Proxy** – A proxy server is not used. **Use HTTP Proxy** – CTERA Agent uses the proxy you configure to connect to the CTERA Portal server: **Auto** – CTERA Agent attempts to automatically determine your proxy settings. - **Address** – The address of the proxy server. - **Port** – The proxy server port number. 3. Check **Proxy server requires a password** if the proxy server requires authentication via a username and password: - **Username** – The username for authenticating to the proxy server. - **Password** – The password. 4. Click **Save**. **Note** The proxy settings set in the **Advanced** window are saved as the default proxy settings. If you connect not using these proxy settings and then use the proxy settings again, these default settings are displayed.