Installing CTERA Agent on a Windows Machine
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Installing CTERA Agent on a Windows Machine

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Article Summary

You can install a CTERA Agent using the CTERA Agent Setup Wizard or the msiexec command, described in Installing or Uninstalling the CTERA Agent from the command Line.

To install CTERA Agent using the CTERA Agent Setup Wizard:

1. Double-click the CTERA Agent installation file. The CTERA Agent Setup Wizard is displayed.

2. Select one of the following:

Agent per User – The Agent is installed separately for each user the first time the user logs in to the computer.

  • Each user has an independent Agent configuration, and can connect to a different CTERA Portal than the other users.
  • Each user has permission to manage their own Agent and can perform backup and restore operations for any files for which they have read/write permissions.
  • Each user’s Agent remains connected to the cloud and continues to perform its scheduled backups and synchronizations in the background, even when the user is not logged in.
  • Each user will have their own cache, not shared with other users, when the agent is configured as a Caching Agent.

Note: Since each user has an independent agent, the agents are displayed as separate agent objects when connected to a portal. Each user is licensed separately.

Shared Agent for all Users – A single Agent configuration can be shared by all users of the computer. Only users who have Backup Operator permission can configure the agent and perform backup and restore operations.

3. Click Next.

4. Read and agree to the End User License Agreement and then continue to click Next and enter relevant information until the installation starts.

5. When the installation is complete, click Close.

An icon is installed in the Windows taskbar. The Welcome to CTERA Agent window is displayed.

6. Enter the portal DNS name or IP address.

Note: Connecting to a Cloud Gateway is only available for old CTERA Edge Filer versions.

7. Click Continue.

The CTERA Agent connects to the portal.

The window to specify the username and password is displayed.

8. 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 into the portal. The CTERA Agent icon changes to.

Note: The first time you open a Chrome browser after you install CTERA Agent, a plug-in notification is displayed. Approve the notification to enable the Edit files directly from your browser feature.

The Your Subscription Includes screen is displayed, showing the services you are subscribed to.

9. Click Continue.

If you are subscribed to the cloud backup service, the Set Up Your Cloud Backup screen is displayed.


10. Optionally, click Add Files and Folders to add files to be backed up to the cloud:

The Files to backup window is displayed

11. Select the files you want to restore.

  • To select specific folders, expand the folder tree in the left pane, then make sure only the folders you want are checked. Folders which include content to backup are indicated with the icon.
  • To select individual files in a folder, select the folder in the left pane, and then select the individual files in the right pane.

Note: You can create a new folder and restore files to the new folder. You can also restore backups that require a user password.


12. Click Save.

13. Optionally, in the Schedule area click Change to override portal settings and configure a schedule for automatic cloud backup.

The Backup Schedule window is displayed.

Complete the Backup Schedule fields.

Periodically – Automatic backups are performed every specified number of hours or minutes.

Start Every – The interval between backups.

Note: If a given backup extends past the scheduled time for the next automatic backup, the next automatic backup will commence immediately upon completion of the prior backup.

Specific Time – Automatic backups are performed at a specified time on one or more specified days.

Start Time – The time at which a backup starts.

Stop Time – Either on completion of the backup or at a specific time, after which the backup is stopped even if it hasn’t completed.

On Days – The days backups occur. Click Every Day to backup every day.

If a Windows Server has Microsoft SQL Server installed, you can schedule the recovery point objective (RPO) for SQL Server:

Transaction Log Backup – SQL Server supports transaction log backups. The delta changes are written to a transaction log, enabling the database or instance to be restored to a specific point in time when a transaction log exists..

Start Every – Th period of time between starting transaction log backups.

Note: These fields are not displayed if Microsoft SQL Server is not installed. It is recommended to schedule a full backup not more than once every 24 hours and use the transaction log to back up incremental changes.

14. Click Save.

15. Optionally, secure the backup folder with your own secret passphrase, in the Encryption area click Change. By default, CTERA Agent will use an automatically generated encryption key to 

protect the created backup folder.

The Initialization Required window is displayed.


a. Select Use my own secret passphrase, enter the desired passphrase in the Secret Passphrase and Retype Passphrase fields. The passphrase must contain at least one, letter, one digit, and one special character.

b. Click Save.
The Initialization Required dialog box closes. If you later sign out and sign your agent into CTERA Portal, you will need to enter this passphrase.

Note: You can only set the passphrase when setting up the cloud backup for the first time.

16. Click All Done!

The CTERA Agent tray icon changes and the CTERA Agent screen is displayed.



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