Managing the CTERA Agent From the User Interface
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Managing the CTERA Agent From the User Interface

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Article Summary

When the CTERA Agent is connected to a CTERA Portal, right-click the CTERA Agent tray icon, image.png, for CTERA Agent options.
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Open – Opens the CTERA Agent window.
Restore (only available when CTERA Drive Protect is licensed) – Opens the Select Files to Restore window in the Cloud Backup option in the CTERA Agent Settings window.
Cloud Drive – Opens a Windows Explorer window displaying the files on the cloud drive.
Suspend Backup/Unsuspend Backup (only available when CTERA Drive Protect is licensed) – Suspends or unsuspends the backup option between the CTERA Agent and the CTERA Portal. These options are also available from the CTERA Agent window: Suspend image.png, unsuspend image.png.
Suspend Sync /Unsuspend Sync – Suspends or unsuspends syncing between the CTERA Agent and the CTERA Portal. These options are also available from the CTERA Agent window: Suspend image.png, unsuspend image.png.
Settings – Opens the CTERA Agent Settings window. This option is also available from the CTERA Agent window, by clicking the settings icon, image.png, in the bottom right corner.
About – Displays information about the CTERA Agent. This option is also available from the CTERA Agent window, by clicking the vertical dots, image.png, in the bottom right corner.
Sign Out – Disconnects the CTERA Agent from the CTERA Portal after clicking Yes to confirm. This option is also available from the CTERA Agent window, by clicking the vertical dots in the bottom right corner.

Accessing Online Help

Access online help for the CTERA Agent by clicking the vertical dots in the bottom right corner of the CTERA Agent window and selecting Help from the popup menu.
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Note

The Cloud Backup options are only available when CTERA Drive Protect is licensed.

The CTERA Agent Settings Window

The CTERA Agent it is managed using the CTERA Agent Settings window.

To access the CTERA Agent Settings window:

  • Either:
    Right-click the CTERA Agent tray icon, image.png, and select Settings.
    Or,
    Click the settings icon, image.png, in the bottom right corner of the CTERA Agent window.
    image.png
Note

If the currently logged in user account does not have sufficient credentials to manage the CTERA Agent, a Login page is displayed. To log in, enter the user name and password of an administrator on this machine.

CTERA Drive Protect Agent Settings Window

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CTERA Drive Share Agent Settings Window

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Configuring the CTERA Agent Language

You can configure a supported language to be displayed in the CTERA Agent interface.

Note

CTERA Agent automatically uses the language defined on the PC when you install CTERA Agent for Windows. If the language is not supported, then English is used by default.

  1. Right-click the CTERA Agent tray icon, image.png, and select Settings.
    Or,
    Click the settings icon, image.png, in the bottom right corner of the CTERA Agent window.
    The CTERA Agent Settings window is displayed.

    Drive Protect SettingsDrive Share Settings
    image.pngimage.png
  2. Click Advanced > Regional Settings in the navigation pane.
    The Language page is displayed.
    image.png

  3. Click Change Language.
    image.png

  4. Select the language from the Interface Language drop-down list.

  5. Click Save.

The user interface changes to the selected language.

Enabling and Disabling Remote Access

  1. Right-click the CTERA Agent tray icon, image.png, and select Settings.
    Or,
    Click the settings icon, image.png, in the bottom right corner of the CTERA Agent window.
    The CTERA Agent Settings window is displayed.
  2. Click Advanced > Remote Access in the navigation pane.
    The Remotes Access page is displayed.
    image.png
  3. Slide the lever up to the On position turn remote access on.

When remote access is enabled, clicking the URL, or using the URL in any web browser accesses the CTERA Agent Settings window remotely.

Specifying Icons and Notifications For Files Handled By the CTERA Agent

By default, CTERA Agent features are integrated into Windows for optimal convenience. These include notifications that pop up and icons marking files and folders in Windows File Explorer.

The notifications also include a device connection is not stable alert, in the event a device connects or disconnects from the CTERA Agent every few minutes.

You can disable and re-enable desktop integration features.

To specify desktop icons and notifications:

  1. Right-click the CTERA Agent tray icon, image.png, and select Settings.
    Or,
    Click the settings icon, image.png, in the bottom right corner of the CTERA Agent window.
    The CTERA Agent Settings window is displayed.
  2. Click Advanced > Desktop Integration in the navigation pane.
    The Desktop Integration page is displayed.
    image.png
  3. Specify the desktop settings.
    Overlay icons on files and folders – Mark files and folders in Windows File Explorer. Files and folders that are selected for sync are marked with the icon.
    Show notification on backup start (only available when CTERA Drive Protect is licensed) – Display a pop-up notification above the CTERA Agent tray icon, when backup starts.
    Show notification on backup end (only available when CTERA Drive Protect is licensed) – Display a pop-up notification above the CTERA Agent tray icon, when backup ends.
    Show notification on backup fail (only available when CTERA Drive Protect is licensed) – Display a pop-up notification above the CTERA Agent tray icon, when backup fails.
    Show notification on sync – Display a pop-up notification above the CTERA Agent tray icon, if and when files are synced.
    Edit files directly from your browser – Edit files on the CTERA Portal from your browser. When this feature is enabled, you can select a file on the CTERA Portal, click to edit the file, and the file is downloaded to your CTERA Agent workstation for editing. When you are done editing, you save your changes, and the updated file is automatically uploaded to the CTERA Portal.
    Enable Outlook Addin – Enable the CTERA Agent plug-in for Microsoft Outlook. This plug-in enables you to send email attachments as public links to files on your Cloud Drive. The plug-in syncs attached files to the Cloud Drive and inserts public links to the files into the email body.
  4. Click Save.

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