Installing CTERA Portal Instances
  • 04 Jul 2022
  • 4 Minutes to read
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Installing CTERA Portal Instances

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  • PDF

Use the following workflow to install CTERA Portal.

  1. Creating a Portal Instance.
  2. Optionally, configure a default gateway.
  3. For the first server you install, follow the steps in Configuring the Primary Server.
  4. 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.
  5. Make sure that you replicate the database, as described in Backing Up the Database.

Creating a Portal Instance

The portal image used to create the CTERA Portal instance is obtainable from CTERA support and needs to be moved to your Azure portal, using Azcopy.exe, available for download from The zip file contains the azcopy.exe program.

To get the image from CTERA support:

  1. Log in to your Azure portal and access the Storage Accounts service to display the images.
    The list of available storage accounts is displayed.
  2. Either create a new storage account for the image or click the storage account to use for the image.
  3. The storage account details are displayed.
  4. Click Access Keys under Security + Networking in the navigation menu and note the Storage account name and the Key 1 key value.
    :::(Info) (Note)Click Show keys, to display the key.
  5. Click Storage browser (preview) in the navigation menu and then click Blob containers and select Add container.
    The New container blade is displayed.
  6. Enter a name for the container and click Create.
  7. Click the container.
  8. Click Shared access signature a under Security + Networking in the navigation menu.
    The Shared access signature page is displayed.
  9. Set the permissions and click Create.
  10. Copy the URI that is generated and save it.
    The URI includes a shared access key.

To copy the image:

  • Run the following command from the folder where you saved AzCopy.exe:
    AzCopy.exe cp "<source_uri>" "<destination_uri>"
    source_uri – The source URI location and path of the image file obtained from CTERA.
    destination_url – The destination URL.
    The image is copied to the container. This can take some time.

To create the CTERA Portal server instance:

  1. Log in to your Azure portal and access the Images service to display the image obtained from CTERA support.
    The list of available images is displayed.

  2. Click the image for the CTERA Portal.
    The image details are displayed.

  3. Click Create VM.
    The Create a virtual machine blade is displayed.

  4. Enter the following in the Basics tab for the virtual machine.
    Resource group – The resource group to be used. The resource group must use premium storage.
    Virtual machine name – A name to uniquely identify the virtual machine.
    Region – The region to host the virtual machine.
    Size – Click See all sizes to display the available VM sizes.
    The Select a VM size blade is displayed.

    1. Select a VM size that matches your requirements.
      The VM size depends on your environment and the type of server you want. For details, see Requirements
    2. Click Select.

    Authentication type – Choose Password.
    Username – A name to access the virtual machine. This is an administrator name to access the portal for initial configuration.


    Once the virtual machine has been fully configured, CTERA provides a user name and password, but this user name can also be used.

    Password – Enter a password to access the instance.
    Confirm password – Reenter the password.
    Select inbound rules – Select HTTP (80) and HTTPS (443) from the drop-down list.
    Licensing type – Select Other.
    Leave the other values with their defaults.

  5. Click the Networking tab.

  6. Click Review + create.


    If validation does not pass, click the Networking tab again and then click Review + create again.

  7. Review the virtual machine details and click Create.
    The machine is deployed and started automatically.

  8. Click Go to resource to display its details.
    The virtual machine includes two default disks. The OS disk is used for root, and a data disk, which is used to store the CTERA Portal database.
    To add disks, see [Extending the CTERA Main Database Storage Pool].
    Note the Public IP address.

  9. Click Networking under Settings in the navigation menu to add inbound and outbound port rules.

  10. In the Inbound port rules tab, click Add inbound port rule.
    The Add inbound security rule window is displayed.

  11. Click Add inbound port rule to add the following inbound port rules, incrementing the Priority for each rule by ‘10‘ and clicking Add after adding each rule:

    Service Destination port ranges Protocol Priority Name Notes
    Custom 995 TCP 330 CTTP
    DNS (UDP) 340 DNS
    PostgreSQL 350 This port does not need to be accessible from the Internet.
    Custom 18682 TCP 360 Preview This port does not need to be accessible from the Internet.
  12. Select the Outbound port rules tab and click Add outbound port rule.
    The Add outbound security rule window is displayed.

  13. Add the following ports.


    You need to change the Name field, if it was used for the inbound port.

    Service Destination port ranges Protocol Priority Name Notes
    DNS (UDP) 100 DNS1
    HTTP 110 HTTP1
    HTTPS 120 HTTPS1
    Custom 18682 TCP 130 Preview1 This port does not need to be accessible from the Internet.
    Custom 111 TCP 140 NFS
    Custom 123 TCP 150 NTP
    SMTP 160 SMTP 25 is the default SMTP port. You can define a custom port for a port used in your environment.

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