https://kb.ctera.com/docs You sign in to your CTERA Portal in a browser. You can use any of the latest two releases of Google Chrome, Apple Safari and Microsoft Edge. Use an address similar to the following: http://portal_address/ServicesPortal where portal_address is the portal address. The following screen is displayed: Enter your user name and password to access the CTERA Portal. If SAML Single Sign On (SSO) is enabled by the CTERA Portal administrator, you are redirected to the SAML identity provider's login page. O ... Mon, 20 Apr 2026 15:08:13 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > End User Guide > Introduction to the CTERA Portal https://kb.ctera.com/docs/signing-in-to-a-ctera-portal-5-1 https://kb.ctera.com/docs/signing-in-to-a-ctera-portal-5-1 Configuring Direct Mode for a storage node results in data being uploaded and downloaded directly to and from the storage node and not via the portal. Storage nodes that support the S3 can be set to use Direct Mode, for example, the Amazon Web Services (S3), Cloudian (S3), Dell ObjectScale (S3), IBM Cloud Object Storage (S3), and Wasabi Cloud Storage (S3) storage nodes. Using Direct Mode can improve the transfer speed for data to and from the CTERA Edge Filers or CTERA Drive Shares (Agents) up ... Mon, 20 Apr 2026 13:15:21 GMT FAQs https://kb.ctera.com/docs/what-is-ctera-direct-mode https://kb.ctera.com/docs/what-is-ctera-direct-mode The CTERA Portal user interface navigation pane always contains the following options: CLOUD DRIVE DEVICES Depending on the site configuration, the display can also include: A BACKUPS option, described in BACKUPS. The amount of storage you have used out of the maximum you have been allocated. If your storage is unlimited, the storage information is not displayed. If CTERA Drive Share/Protect (Agent) is added to the CTERA Portal firmware repository, the Download Agent option is displayed. CL ... Mon, 20 Apr 2026 08:16:46 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > End User Guide > Introduction to the CTERA Portal https://kb.ctera.com/docs/the-ctera-portal-user-interface-6-1 https://kb.ctera.com/docs/the-ctera-portal-user-interface-6-1 If previewing a file is available, click on the file to view it in the online viewer. Note If the file is a Microsoft Excel, PowerPoint or Word file, and Microsoft 365 has been set up by the CTERA Portal administrator, the default is to enable viewing using Microsoft 365. After opening the file to view it, you can also edit it. For more details, see Editing a Microsoft Office File. The following list of icons changes dependent on what actions you can perform on the preview file: – Search wit ... Sun, 19 Apr 2026 14:36:09 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > End User Guide > Working with Files in the CTERA Portal https://kb.ctera.com/docs/previewing-files-1 https://kb.ctera.com/docs/previewing-files-1 The number and type of actions that are available to perform on your folders and files depends on the items you have selected. When you select multiple items, the list of actions is limited to actions that can be performed on more than one file, such as delete or download. Notes To access the available actions, either right-click on the folder or file and click the relevant icon in the drop-down menu or select the folder or file and then click on the relevant icon in the top menu bar. These act ... Sun, 19 Apr 2026 14:35:35 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > End User Guide > Working with Files in the CTERA Portal https://kb.ctera.com/docs/what-you-can-do-with-folders-and-files-1 https://kb.ctera.com/docs/what-you-can-do-with-folders-and-files-1 CTERA Portal versions that run on CentOS 7 need to be upgraded to run on CentOS 9. CTERA is releasing portal versions running on CentOS 9 for the following versions: 8.1 8.2 To upgrade your portal to CentOS 9 you must first upgrade your portal to the latest 8.1.x CentOS 7 release (8.1.1417.36). You need to upgrade both the image and software. Notes 8.2.x portals run only on CentOS 9. 8.1.x portals from version 8.1.1417.41 run only on CentOS 9. You do not need to upgrade your portal to a later ... Sun, 19 Apr 2026 11:01:22 GMT Product Documentation > CTERA Portal https://kb.ctera.com/docs/migrating-a-portal-from-running-on-centos-7-to-run-on-centos-9 https://kb.ctera.com/docs/migrating-a-portal-from-running-on-centos-7-to-run-on-centos-9 To set up the Amazon EC2 instance, go through the following sections in order. If you are using Amazon EC2 for the first time, sign up for an Amazon Web Services (AWS) account. Optionally, you can also sign up for an AWS Identity and Access Management (IAM) user account. Amazon recommends using IAM to control access to your EC2 instances, as well as other AWS resources. Obtaining the Latest CTERA Portal Amazon Machine Image (AMI) To obtain the latest AMI: Contact CTERA Support, and request the ... Thu, 16 Apr 2026 09:44:29 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > Installing a CTERA Portal > AWS https://kb.ctera.com/docs/creating-the-iam-policy-and-role-for-the-portal-4-2 https://kb.ctera.com/docs/creating-the-iam-policy-and-role-for-the-portal-4-2 Bucket Name – A unique name of the S3 bucket that you want to add as a storage node. Access Key ID – The Google Cloud Storage access key ID. Secret Access Key – The Google Cloud Storage secret access key. Endpoint – The endpoint of the service. The port for the endpoint can be customized by adding the port after the URL, using a colon (:) separator. The default port is 80. Region (Optional) – The cloud data storage location. Use HTTPS – Use HTTPS to connect with the storage node. Trust all cer ... Sat, 11 Apr 2026 19:17:26 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > Global Administrator Guide > Managing Storage Nodes > Adding and Editing Storage Nodes https://kb.ctera.com/docs/google-cloud-storage-s3-83 https://kb.ctera.com/docs/google-cloud-storage-s3-83 Qumulo is an S3-compatible object store. Bucket Name – A unique name for the Qumulo that you want to add as a storage node. Access Key ID – The Qumulo access key ID. Secret Access Key – The Qumulo secret access key. Endpoint – The endpoint of the service. The port for the endpoint can be customized by adding the port after the URL, using a colon (:) separator. The default port is 80. Region (Optional) – The cloud data storage location. Use HTTPS – Use HTTPS to connect with the storage node. Tr ... Sat, 11 Apr 2026 19:16:45 GMT Product Documentation > CTERA Portal > 8.3.x (8.3.3000.x GA and 8.3.3300.x EA Version) > Global Administrator Guide > Managing Storage Nodes > Adding and Editing Storage Nodes https://kb.ctera.com/docs/qumulo-s3-83 https://kb.ctera.com/docs/qumulo-s3-83 A TLS certificate is a digital credential that ensures secure communication by encrypting data exchanged between the connected clients to the CTERA Edge Filer. A customer that uses a privately issued certificate on the CTERA Portal is required to upload the root CA to the CTERA Edge Filer so that the edge filer is trusted by the CTERA Portal. The certificate covers the following: The connection between the edge filer and the portal. When the object storage used by the CTERA Portal is accessed b ... Fri, 10 Apr 2026 13:34:30 GMT Product Documentation > CTERA Edge Filer > 7.12.x (EA Version) > First Time Setup https://kb.ctera.com/docs/loading-a-trusted-ca-certificate-to-a-ctera-edge-filer-5-1-1-1 https://kb.ctera.com/docs/loading-a-trusted-ca-certificate-to-a-ctera-edge-filer-5-1-1-1 Before setting up the CTERA Edge Filer, you have to configure the CTERA Portal to which the CTERA Edge Filer will connect, as described in Configuring the CTERA Portal as a Precondition to Setting Up the CTERA Edge Filer. After configuring the CTERA Portal and installing the CTERA Edge Filer, you need to perform an initial CTERA Edge Filer setup. On first access to the CTERA Edge Filer, you set up a CTERA Edge Filer administrator and then a wizard guides you through connecting to a CTERA Portal ... Fri, 10 Apr 2026 12:57:39 GMT Product Documentation > CTERA Edge Filer > 7.12.x (EA Version) > First Time Setup https://kb.ctera.com/docs/initial-ctera-edge-filer-setup-5-1-1-1 https://kb.ctera.com/docs/initial-ctera-edge-filer-setup-5-1-1-1 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 ... Fri, 10 Apr 2026 11:50:21 GMT Product Documentation > CTERA Edge Filer > 7.12.x (GA Version) > Migrate a File Server to a CTERA Edge Filer https://kb.ctera.com/docs/migrating-shares-3-1-1-1 https://kb.ctera.com/docs/migrating-shares-3-1-1-1 Optionally, survey the source file server to discover which shares to migrate. To discover which shares to migrate: In the Configuration view, select Main > Dashboard in the navigation pane. The Dashboard page is displayed. Click File Server Migration. The File Serve Migration Dashboard page is displayed. Click + to create a new job. The Create Discovery Job wizard is displayed showing the Task Type step. The default job is a Discovery job. This job analyzes the file server that is being re ... Fri, 10 Apr 2026 11:32:04 GMT Product Documentation > CTERA Edge Filer > 7.12.x (GA Version) > Migrate a File Server to a CTERA Edge Filer https://kb.ctera.com/docs/discovering-shares-3-1-1-1 https://kb.ctera.com/docs/discovering-shares-3-1-1-1 With CTERA Migrate, you can migrate a file server to the CTERA Edge Filer. After the migration has been completed, end users who are familiar with a given folder structure and shares, as well as a given permission scheme, continue to see the same folder structure, shares, and permission scheme. This enables the migration from a current file system to the CTERA Edge Filer without the need to apply any structural changes such as flattening the folder structure or simplifying the permission scheme. ... Fri, 10 Apr 2026 11:18:03 GMT Product Documentation > CTERA Edge Filer > 7.12.x (GA Version) > Migrate a File Server to a CTERA Edge Filer https://kb.ctera.com/docs/migrate-a-file-server-to-a-ctera-edge-filer-2-1-1-1 https://kb.ctera.com/docs/migrate-a-file-server-to-a-ctera-edge-filer-2-1-1-1 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 ... Fri, 10 Apr 2026 05:53:23 GMT Product Documentation > CTERA Edge Filer > 7.12.x (EA Version) > Administrator Guide > Protecting the Data > Ransomware Protection: CTERA Ransom Protect https://kb.ctera.com/docs/setting-up-ctera-ransom-protect-1-1-1 https://kb.ctera.com/docs/setting-up-ctera-ransom-protect-1-1-1 CTERA Edge Filers support the following protocols for sharing files and folders over the network: Windows File Sharing – Enabled on all network shares and enables Windows clients on the network to access the shares through Windows. For more details, see Configuring Windows File Sharing. NFS (Network File System) – Clients with certain IP addresses can access network shares on the CTERA Edge Filer, as if the shares were located on the client's hard drive. See Configuring NFS Access. FTP – A proto ... Fri, 10 Apr 2026 05:02:31 GMT Product Documentation > CTERA Edge Filer > 7.12.x (EA Version) > Administrator Guide > Managing Shares https://kb.ctera.com/docs/network-sharing-protocols-7-1 https://kb.ctera.com/docs/network-sharing-protocols-7-1 Migrate shares to the CTERA Edge Filer. The shares are created on the edge filer and the portal. The shares 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 disabled. When the migration protocol is NFS: POSIX ACLs are migrated but NFS A ... Fri, 10 Apr 2026 04:41:46 GMT Product Documentation > CTERA Edge Filer > 7.9.x (GA Version) > Migrate a File Server to a CTERA Edge Filer https://kb.ctera.com/docs/migrating-shares-3-1 https://kb.ctera.com/docs/migrating-shares-3-1 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 ... Fri, 10 Apr 2026 04:40:28 GMT Product Documentation > CTERA Edge Filer > 7.11.x (Latest GA Version) > Migrate a File Server to a CTERA Edge Filer https://kb.ctera.com/docs/migrating-shares-3-1-1 https://kb.ctera.com/docs/migrating-shares-3-1-1 Warning You cannot enable file Cloud Drive > Search with the current version, which uses the next generation file system. Searching Using Mac Finder You must have at least three characters in the search string. When searching for strings with spaces, use double quotes around the search string. You can search for file names but not for file types, such as .doc or .pdf files. However, you can search for a file type that is part of the file name, for example, mypdfile.pdf. To search for a file ty ... Thu, 09 Apr 2026 17:34:14 GMT Product Documentation > CTERA Edge Filer > 7.12.x (EA Version) > Administrator Guide > Using CTERA Edge Filer Cloud Services https://kb.ctera.com/docs/macos-enabling-using-finder-to-search-in-the-edge-filer-3-1-1-1 https://kb.ctera.com/docs/macos-enabling-using-finder-to-search-in-the-edge-filer-3-1-1-1 Business continuity is an organization's ability to ensure operations, and core business functions are not severely impacted by a disaster or unplanned incident that take critical systems offline. Being able to recover from a disaster is categorized by two factors: Recovery Time Objective (RTO) and Recovery Point Objective (RPO). RTO is the maximum time allowed to get the systems back online, and RPO is the maximum amount of data loss that can be suffered. If a CTERA Edge Filer fails, after set ... Thu, 09 Apr 2026 17:23:22 GMT Product Documentation > CTERA Edge Filer > 7.12.x (EA Version) > Administrator Guide > Using CTERA Edge Filer Cloud Services https://kb.ctera.com/docs/enable-fast-disaster-recovery-2-1-1-1 https://kb.ctera.com/docs/enable-fast-disaster-recovery-2-1-1-1