Knowledge Base

Migrating Shares

Tue, 08 Sep 2026 16:10:05 GMT

Migrate shares to the CTERA Edge Filer. The shares are created on the edge filer, and cloud drive folders are created on the portal under root cloud drive folders. The cloud drive folders are not created at the root cloud folder level but at the subfolder level because ACL permissions cannot be managed at the root cloud folder level, only at the subfolder level. Notes Before starting a migration, all non-essential features like local deduplication, antivirus, and CTERA Ransom Protect should be ...

Migrating Shares

Tue, 08 Sep 2026 16:09:38 GMT

Migrating Shares

Tue, 08 Sep 2026 16:09:06 GMT

Migrate shares to the CTERA Edge Filer. The shares are created on the edge filer and cloud drive folders are created on the portal under root cloud drive folders. The cloud drive folders are not created at the root cloud folder level but at the subfolder level because ACL permissions cannot be managed at the root cloud folder level, only at the subfolder level. Notes Before starting a migration, all non-essential features like local deduplication, antivirus, and CTERA Ransom Protect should be ...

CTERA InsightAI

Tue, 08 Sep 2026 15:50:04 GMT

CTERA InsightAI is a Software as a service (SaaS) tool, hosted by CTERA, that provides the best way to make sure you remain up and running. CTERA InsightAI is deeply integrated with CTERA’s Intelligent Data Platform providing real-time monitoring of CTERA Portal and CTERA Edge Filers, from one central Web-based interface. By delivering end-to-end observability across edge locations, organizations can make data-driven decisions that enhance security, optimize storage, and reduce costs. By knowing ...

Discovering Shares

Tue, 08 Sep 2026 14:12:31 GMT

Optionally, survey the source file server to discover which shares to migrate. Note This article uses an edge filer fully deployed and connected to a portal. For the discovery you can deploy an edge filer that does not have a data disk defined nor is connected to a portal. The following installation is for ESXi but you can also install the edge filer in AWS or Azure using their marketplace or on other platforms, such as Proxmox. To install the CTERA Edge Filer for discovery in the vSphere Clien ...

Discovering Shares

Tue, 08 Sep 2026 14:12:05 GMT

Automatically Assigning Plans

Tue, 08 Sep 2026 13:00:28 GMT

Automatic plan assignment allows you to define a policy that determines which subscription plans will be assigned to which users. You can automatically assign subscription plans based on the following user attributes: Username User Groups Role First Name Last Name Company Billing ID Comment The policy rules are processed in ascending order. The first rule that matches applies. You can change the rules’ order by using the Move Down/Move Up buttons. You can also choose to apply a default plan in ...

Configuring the CTERA Portal as a Precondition to Setting Up the CTERA Edge Filer

Tue, 08 Sep 2026 12:43:03 GMT

Before setting up the CTERA Edge Filer, the CTERA Portal administrator has to configure the CTERA Portal to which the CTERA Edge Filer will connect. To configure the CTERA Portal: Sign in to the CTERA Portal as a team portal administrator. In a Web browser open http://./ServicesPortal. where, is the name of the portal, and is the DNS suffix for the CTERA Portal installation. This opens the interface to the portal. Note If the C ...

Configuring the CTERA Portal as a Precondition to Setting Up the CTERA Edge Filer

Tue, 08 Sep 2026 12:42:39 GMT

Configuring the CTERA Portal as a Precondition to Setting Up the CTERA Edge Filer

Tue, 08 Sep 2026 12:41:52 GMT

Change the Device Connectivity Port from TCP 995

Tue, 08 Sep 2026 11:17:14 GMT

By default, a CTERA Edge Filer and CTERA Drive Share/Protect (Agent) establish a connection and perform cloud backup and synchronization with CTERA Portal over port TCP 995. These devices can be configured to connect to the CTERA Portal over a different port by changing this default port in the portal configuration. Step-by-step guide To change the default port used by devices to connect to the portal: Access the DNS Manager and for the portal server click Forward Lookup Zones. Open the domain ...

Setting Up CTERA Ransom Protect

Tue, 08 Sep 2026 10:42:33 GMT

You can enable the behavioral engine and the honeypot engine independently of each other. To enable Ransom Protect: behavior and honeypot engines: In the Configuration view, select Security > Ransom Protect in the navigation pane. The Ransom Protect page is displayed. Click Settings. To enable setting ransomware protection, slide Enable Behavioral Detection on. The Detection Threshold is the number of suspicious events that must occur before ransomware protection is triggered. If the thresho ...

Blocking Malicious Users

Tue, 08 Sep 2026 10:40:32 GMT

Users that you suspect of triggering ransomware attacks can be blocked by adding them to a Blocked Users group. Blocked users are prevented from accessing the edge filer by all authenticated protocols, including SMB, NFS, FTP, and the edge filer user interface. Users can be blocked automatically or manually. Users that trigger a ransomware incident can be automatically added to a Blocked Users group. Note When users are added to the Blocked Users group, their existing SMB sessions are immediate ...

Red Hat OpenShift

Sun, 06 Sep 2026 12:41:51 GMT

Installing the CTERA Edge Filer in a Red Hat OpenShift Environment Installing the CTERA Edge Filer involves creating and configuring a virtual machine and then performing an initial configuration, described in First Time Setup. The CTERA Edge Filer can be installed in a Red Hat OpenShift environment. Contact CTERA, and request the latest qcow2 CTERA Edge Filer disk image. Add this image to the machine where you run the Red Hat OpenShift console. Warning The CTERA Edge Filer installation must be ...

Red Hat OpenShift

Sun, 06 Sep 2026 12:40:03 GMT

Customizing Administrator Roles

Sun, 06 Sep 2026 12:26:24 GMT

By default, CTERA Portal includes built-in roles for administrators. CTERA Portal includes the following roles for global administrators: Compliance Officer – The administrator can manage CTERA Vault on folders. For details, see Folder (WORM) Compliance: CTERA Vault. Read Only Administrator – The administrator has read-only permissions throughout the portal. Read/Write Administrator – The administrator has read/write permissions throughout the portal. Support – The administrator has read/write ...

Adding the CTERA MCP Server to an AI Agent

Sun, 06 Sep 2026 11:02:17 GMT

The MCP client, such as Claude Desktop, used to communicate with CTERA MCP Server, must be configured for secure access to the CTERA MCP Server. Once connected, the MCP client will be able to perform actions on the specific portal which has the CTERA MCP Server enabled. Security is enabled using OAuth 2.0. All access to the CTERA MCP Server is authorized by OAuth 2.0. Only those tools listed in the MCP Server Settings page are availble, such as creating an item, copying, moving, or renaming an i ...

Adding the CTERA MCP Server to an AI Agent

Sun, 06 Sep 2026 11:01:55 GMT

The MCP client, such as Claude Desktop, used to communicate with CTERA MCP Server, must be configured for secure access to the CTERA MCP Server. Once connected, the MCP client will be able to perform actions on the specific portal which has the CTERA MCP Server enabled. Security is enabled using OAuth 2.0. All access to the CTERA MCP Server is authorized by OAuth 2.0. Configuring Access to the CTERA MCP Server You configure access to the CTERA MCP server after enabling AI integrations. In the g ...

Managing AI Integrations

Sun, 06 Sep 2026 11:00:01 GMT

CTERA Portal has a built in Model Context Protocol (MCP) server and n8n Filesystem Node. You require two NICs for each portal server to use the CTERA MCP server or n8n. In order not to compromise security, the internal NIC must not be accessible from the external network. Both NICs can be on the same VLAN but the internal NIC must have a different IP than the external NIC. CTERA strongly recommends a separate VLAN or proper firewall rules. By default, the NICs are eth0 for the external interface ...

Managing the MCP Server Service

Sun, 06 Sep 2026 10:58:00 GMT

The Model Context Protocol (MCP) is an open standard designed to let AI assistants and agents securely interact with enterprise systems through natural language. The Model Context Protocol (MCP) in CTERA lets AI assistants and agents securely interact with the CTERA platform as a framework for defining and managing a variety of context-based configurations across the platform. This feature facilitates dynamic policy enforcement and adaptive user experiences by leveraging contextual data to tailo ...