---
title: "Navigating the CTERA Edge Filer User Interface"
slug: "navigating-the-ctera-edge-filer-user-interface-5-1-1-1-1"
tags: ["Edge Filer", "Gateway", "Filer", "7.13"]
updated: 2026-09-15T10:16:03Z
published: 2026-09-15T10:16:03Z
canonical: "kb.ctera.com/navigating-the-ctera-edge-filer-user-interface-5-1-1-1-1"
---

> ## 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.

# Navigating the CTERA Edge Filer User Interface

After the [initial setup](/v1/docs/initial-ctera-edge-filer-setup-5-1-1-1-1), the **Configuration** view dashboard page is displayed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-2Y4YFN6P.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)

The CTERA Edge Filer user interface consists of the following elements:

- Across the top of the user interface the following is displayed:
  - **Configuration** view – Perform configuration tasks.
  - **Files** view – View and manage the files and folders on the CTERA Edge Filer.
  - Your user name. Clicking the user name displays a drop-down menu with the following options:  

**Change Password** – Change the password to access the CTERA Edge Filer with the current user. The password must be at least eight characters and must include at least a letter, digit and special character, such as ~, @, #, $, %, ^, &, (.  

**Help** – Open the online help for the CTERA Edge Filer in a new browser tab.  

**Logout** – Log out of the CTERA Edge Filer.
- The central portion of the user interface displays the content for the selected view.
- The navigation pane displays the menu to access the edge filer configuration options.

## Configuration View

Use the **Configuration** view to configure the CTERA Edge Filer. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-IPU8PSAM.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)

The view includes the following:

- The left side of the user interface is the navigation pane.
- The top central portion of the user interface displays a pane to access the **Setup Wizard**  and **File Server Migration**.
- The bottom central portion of the user interface displays the content for the navigation pane item.
- The top right side of the dashboard includes a **Notifications** pane.
- In the bottom left, under the navigation pane, the following information is displayed:
  - The name of the CTERA Edge Filer.
  - The firmware version.
  - The three dots menu with options to **Reboot** or **Shut Down** the CTERA Edge Filer.

**Note**

For details about the content of the dashboard, see [Monitoring the CTERA Edge Filer](/v1/docs/monitoring-the-ctera-edge-filer-2-1-1-1-1).

## Files View

Use the **Files** view to manage folders and files on the CTERA Edge Filer. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-NLGEB5E1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)

**Note**

You can also map to the folders and files, including shared content, from a file manager, Windows File Explorer or macOS Finder, instead of using the **Files** view. For details, see [Viewing Content in a File Manager](/v1/docs/navigating-the-ctera-edge-filer-user-interface-5-1-1-1-1#viewing-content-in-a-file-manager).

The view includes the following:

- **Show Shares**. A tree of the **Shares** or **Volumes** content:  

**Show Shares** – Displays all network shares and the folders they contain.  

**Show Volumes** – Displays both volumes and network shares. In this view, you can see and manage folders that are not included in any network share.  

To change the tree pane view, click the **Show Shares** option and then select the desired view.
**Note**

The **Show Volumes** view is available only to Administrators and Read Only Administrators groups.
- **View** – The way the folders are displayed:  

**Details** – The folders and files are displayed in a table with additional information such as the file type, size and last modification date.  

**Large Icons** – The folders and files are displayed as large icons. Selecting an icon displays the information about the file or folder.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-GIJC90QD.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)  

When viewing the cloud drive content, each folder and file is marked with an icon indicating its current status:  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-XWEJO7LI.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D) – Folders or files that are in sync.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9E9BZ44T.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D) – Files that are currently synchronizing.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-B1KN8N71.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D) – Files that are stubs.  

In **Details** view, the icon is displayed in the **Sync Status** column. In **Large Icons** view, the icon is displayed over the file or folder.  

The selected item details, such as the last modified date, are displayed at the bottom of the right pane.
- **Actions** – Actions you can perform on a selected folder or file, such as copying a folder and its contents or deleting content. For details, see [Actions](/v1/docs/navigating-the-ctera-edge-filer-user-interface-5-1-1-1-1#actions).
- **Upload** – Upload a file to a folder.

### Actions

You can perform actions on a selected folder or file, such as copying a folder and its contents or deleting content. Actions are performed either by right-clicking the item or selecting the item and click **Actions** and then selecting the option in the drop-down menu. The list of options is dependent on the item. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-670DNCXL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)

### Accessing Previous Versions of a File

You can view and restore previous versions of the end-user files and folders residing in the cloud on the CTERA Portal, or locally on the CTERA Edge Filer.

For details, see [Accessing Previous File Versions](/v1/docs/accessing-previous-file-versions-5-1-1-1-1).

### Evicting Folder Content From the Cache

You can evict folder contents to increase the free storage in the cache. The folder content is displayed as stubs after the eviction.

**To evict a folder:**

1. In the **Files** view, in the **Show Shares** view, navigate to the parent folder.
2. Click the **Evict** action.

The folder content, including subfolder content, is evicted.

### Opening a Folder

**To open a folder:**

1. In the **Files** view, in the **Show Shares** view, navigate to the parent folder.
2. Click the **Open Folder** action.

The folder content is displayed.

### Creating a Folder

**To create a folder:**

1. In the **Files** view, in the **Show Shares** view, navigate to the parent folder.
2. Click the **New Folder** action.  

The **Choose a name** window is displayed.
3. Enter a name for the new folder.
4. Click **OK**.

The folder is created.

### Selecting All the Content

**To select all the content:**

1. In the **Files** view, in the **Show Shares** view, navigate to the parent folder.
2. Click the **Select All** action.

All the content is selected.

### Deleting Folders and Files

**To delete a folder or file:**

1. In the **Files** view, in the **Show Shares** view, navigate to the folder or file.
2. Click the **Delete** action.
3. Click **Yes** to confirm the delete.

### Renaming Folders and Files

**To rename a folder or file:**

1. In the **Files** view, in the **Show Shares** view, navigate to the folder or file.
2. Click the **Rename** action.  

The **Choose a name** window is displayed.
3. Enter a new name.
4. Click **OK**.

### Copying and Moving Folders and Files

You can copy or move files and folders within the CTERA Edge Filer to a different file location.

**To copy or move folder and file:**

1. In the **Files** view, in the **Show Shares** view, navigate to the folder or file.
2. To copy a file or folder, right-click the folder or file and select **Copy** from the menu.
3. To move a file or folder, right-click the folder or file and select **Cut** from the menu.
4. Navigate to the target folder, right-click in the folder and select **Paste**.

**Note**

Standard Windows keyboard shortcuts, such as Ctrl-C to copy a file or folder and Ctrl-V to paste it, can also be used.

### Creating Folder Usage Reports

You can create a folder usage report that displays detailed information about the folder. The report is saved to your computer as a comma separated values (*.csv) spreadsheet file.

**To create a folder usage report:**

1. In the **Files** view, in the **Show Shares** view, navigate to the folder.
2. Click the **Usage Report** action.

The generated usage report includes the following columns:

- The size in kilobytes of the folder and subfolders.
- The path to the folder.

At the end of the report, the total size is displayed.

### Downloading Folders and Files

**To download an individual file:**

1. In the **Files** view, in the **Show Shares** view, navigate to the item to download.
2. Click the **Download** action.

The item is downloaded to your computer.

**Note**

Double-clicking the file in **Large** view or clicking the file in **Details** view either displays the file for viewing or downloads it.

**To download entire folders or multiple files:**

1. In the **Files** view, in the **Show Shares** view, navigate to the folder.
2. In the right pane, select the content to download.
3. Click the **Download** action.

The selected content is downloaded to your computer as a .ZIP file.

## Uploading Files

**To upload files:**

1. In the **Files** view, in the **Show Shares** view, navigate to the destination folder for the upload.
2. Click **Upload** in the menu bar.  

The **Upload files** window is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-2BWG4SDL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)
3. Click **Add Files** and browse to the file.
**Notes**

File names are case-sensitive. For example, *Getting Started.pdf* is treated as a separate file to *getting started.pdf*.

If you are using Chrome or FireFox as your browser, you can drag-and-drop a file from your computer to the **Upload files** window.
4. If the file already exists, the following window is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-CANGAKVL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D)  

To overwrite the file with the file on your computer, select the **Overwrite** option and click **OK**.
5. Click **Close**.

**To clear the list of completed uploads:**

- In the **Upload files** window, click **Clear Completed**.

**To cancel an upload:**

- In the **Upload files** window, select the upload you want to cancel, and click **Cancel**.

## Viewing Content in a File Manager

You can map the edge filer content in a file manager.

**To view the edge filer content from a file manager:**

- Use the following address to access the folders and files from a file manager, for example, Windows File Explorer or macOS Finder: `\\edge_filer_ip\share` where *edge_filer_ip* is the IP address of the CTERA Edge Filer.

When accessing the CTERA Edge Filer from a macOS machine, you need to follow the procedure in [Accessing an Edge Filer From macOS](/v1/docs/accessing-a-ctera-edge-filer-from-macos-4-1-1-1-1).

The following example screenshot shows an edge filer accessed from Windows File Explorer. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-CE543124.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A19%3A04Z&se=2026-11-11T05%3A19%3A04Z&sr=c&sp=r&sig=7D2QSgAgUu3Cc3m3trhkjlXtKfwfk5O%2Fcb%2FKE57%2F7h4%3D) Both Windows File Explorer and macOS Finder report that the total space and available free space for the mapped drive is a very high number to simulate the caching ability of infinite storage.

**Note**

File and folder names with the same characters, but different cases, such as *MYFOLDER*, *MyFolder* and *myfolder*, are treated as different folders when accessed using the NFS protocol. However, when accessing such files or folders using the SMB protocol, via a link or command line, the content that is returned can be from any of the files or folders as the SMB protocol does not recognize case-sensitivity.