Installing CTERA Portal Instances
  • 14 Nov 2022
  • 2 Minutes to read
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Installing CTERA Portal Instances

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Use the following workflow to install CTERA Portal.

  1. Importing the CTERA Portal Image. The image is obtainable from CTERA support.
  2. Preparing for Production Deployment.
  3. Logging In to the CTERA Portal Server and changing the password.
  4. [Configuring Network Settings]/v1/docs/configuring-network-settings-6){target="_blank"}.
  5. Optionally, configure a default gateway.
  6. Additional Installation Instructions for Customers Without Internet Access.
  7. For the first server you install, follow the steps in Configuring the Primary Server.
  8. For any additional servers beside the primary server, install the server as described below and configure it as an additional server, as described in Installing and Configuring Additional CTERA Portal Servers.
  9. Make sure that you replicate the database, as described in Configuring the CTERA Portal Database for Backup.
  10. Backup the server as described in Backing Up the CTERA Portal Servers and Storage.
Note

You can use block-storage-level snapshots for backup, but snapshots are periodical in nature, configured to run every few hours. Therefore, you cannot recover the metadata to any point-in-time, and can lose a significant amount of data on failure. Also, many storage systems do not support block-level snapshots and replication, or do not do so efficiently.

Importing the CTERA Portal Image

To install the CTERA Portal Server in Hyper-V:

  1. Open the Hyper-V Manager.
  2. Right-click the hypervisor and click Import Virtual Machine....
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    The Import Virtual Machine wizard opens, displaying the Locate Folder window.
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  3. Click Browse, and browse to the CTERA Portal image.
  4. Click Next.
    The Select Virtual Machine window is displayed.
    image.png
  5. Click Next.
    The Choose Import Type window is displayed.
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  6. Select the Copy the virtual machine (create a new unique ID) option and click Next.
    The Choose Folders for Virtual Machine Files window is displayed.
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  7. Specify where to store the CTERA Portal virtual machine.
  8. Click Next.
    The Choose Folders to Store Virtual Hard Disks window is displayed.
    image.png
  9. Specify where to store the CTERA Portal hard disks and click Next.
    The Completing Import Wizard window is displayed.
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  10. Click Finish.
  11. Right-click the virtual machine and click Start.

Preparing for Production Deployment

  • When deploying an application server to production: It is recommended to remove the default 60GB VHDX included in the CTERA Portal image.
  • When deploying a main database server to production: It is recommended to remove the default 50GB and 60GB VHDXs included in the CTERA Portal image, and attach a VHDX sized at least 1% of the overall cloud storage you intend to allocate for the service. Prior to going to production, contact CTERA support to evaluate whether the attached drive's performance meets CTERA's main database performance requirements.
  • When deploying a document preview server to production: You can keep the existing drives included in the CTERA Portal image.

Logging In to the CTERA Portal Server

After creating the CTERA Portal virtual machine you are automatically logged in. Right-click the virtual machine and click Connect to open the machine console.
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After you logout you have to log in using the CTERA Portal default password.

To log in to the portal server:

  • Log in as the root user.
    The default password is ctera321
    You are prompted to change the password on your first login.

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