Management Console is the primary point of interaction with the CFA. This web interface allows to:

  • Configure the CFA settings
  • See the status of your CFA
  • Configure clients
  • Manage backup data
  • Initiate backup and restore jobs
  • Boot backup jobs as a VM running on the CFA

The following sections explain how to use areas of the CFA Management Console.

Before you configure your CFA, you need to become familiar with a few concepts. These concepts will give you a basic understanding of how the CFA works and how to configure it.

Filters

Just to the right top of the window there is a Filters menu on major part of the tabs. Filters can be applied throughout most of the user interface, wherever tables of information are displayed. The available filters will change based on the tab or page that you are viewing.

To enable or disable filtering, click on the Filtering button.

For example, if you enabled filtering on the Clients > Summary screen, the following line would appear at the top of the list of clients:

This example shows two types of filters:

  • The Status filter is a drop-down menu on which you check the check boxes in order to show only clients with one or more particular status types. (By default, all status types are checked, so that status filtering occurs only when you uncheck one or more check boxes.)

  • The other filters (Name, Address, and so on) are text-based filters to type in the name or other information to match, in one or more columns. Filter entries are not case-sensitive, and partial filter entries can be used – for example, all names beginning with d or da.

Another example is from the Jobs > History screen:

In this example, note the following:

  • For numerical values (such as Id and Errors), you can enter either individual numbers or a range of numbers. For example, 100–110 would list all jobs with job IDs numbered from 100 to 110.

  • You can click some buttons (or use their drop-down menus) to toggle through attributes. For example, if you click the Archived Don’t Care button multiple times, it will change to Archived Is Set then Archived Is Not Set and finally back to the original setting, indicating whether or not to filter based on the Archived attribute.

  • You can filter job entries based on when they started, when they are scheduled to run, and when they finished. For each of these attributes, you can enter start and/or end dates either manually or by clicking the calendar icon.

Whatever filters you set, the respective screen will list only the items that meet all of the filter criteria. For example, in Jobs > History, if you enter values in the Id and Client Name fields and toggled the archiving button to Archived Is Set (and did not change any other of the filters shown), the screen would display only archived jobs for the named client in the specified range of job IDs.

info Whether or not Show Filters is checked, filtering applies until you either remove the filtering qualifications or click Clear button, which is from the right side from the Filters button.

Refresh

To refresh the page that you are viewing, click the Refresh button which can be found in the toolbar. You can also use the Refresh drop-down menu to adjust how frequently the display will refresh (including manually, which will prevent the display from refreshing automatically).

Because of the application design, refreshing the browser effectively restarts the management console session.

The tab menu system helps simplify navigation from one area of the user interface to another.

The interface has two rows of tabs:

  • The top row tabs are a high-level division of the user interface, with the following options: Dashboard, Server, Clients, Jobs, Archive, Replication, System, and Support.

  • The bottom row tabs (or subtabs) provide quick access to the configuration sections. The subtabs vary according to which top tab is selected. For example, Active Jobs subtab shows the Active Jobs subtab and several other subtabs that appear when the Server tab is selected. If you selected the Clients tab, different subtabs would appear.

When this document refers to the combination of tabs and subtabs selected, the tab and subtab will be separated by the > symbol. For example, in Active Jobs subtab, the screen that appears when the Server tab and the Active Jobs subtab are selected will be referred to as the Server > Active Jobs screen.

Columns and sorting

Page content is highly customizable. You can select which column to sort the screen on by clicking the column heading. In the example below, columns are assorted by the Name column, in ascending order. You could click the Name column heading to change the sort order to descending, or you could click a different column heading to sort by that column instead.

You can also change column widths, and you can reorder columns by dragging-and-dropping them into the desired order.

By clicking the drop-down menu attached to each column heading, you can also:

  • Change the column’s sort order to ascending or descending (another method to do this)
  • Add columns to or remove columns from the view. Not all columns are visible by default.
  • Group screen entries according to the items in the selected column, for example, you can group by clients or by backup level.

Pagination

Pagination is another new feature in the user interface. You can move from page to page using the navigation buttons (or typing the page number) at the bottom of the window. The default number of records displayed on each page is 25. You can change this number in the Page Size text box.

Additional tools

Three additional useful tools are located at the bottom of the screen:

  • A status bar indicating the amount of used disk space and free space disk space
  • A messages area where notifications may appear (View Notices)
  • The RAID status indicator and link

Activating changes

Whenever you modify the current configuration, the Activate Configuration button in the upper-right corner of the Web page will become active, indicating that the modified data is not yet known to the CFA.

info CFA allows most configuration changes to be made at any time by clicking Activate Configuration. However, when adding new clients or adding some job types, all currently running backups must finish before the new clients will be registered. Shortly after clicking Activate Configuration, a dialog will acknowledge that changes have been made.

To save and activate the modified configuration, click the Activate Configuration button.

Help menu

Next you have the help menu. This menu will give you a number of options to get assistance with your CFA.

The first item in this menu is the Help with option. This option will launch a new window with information about the tab and subtab you are currently viewing.

The next item will change the web GUI to advanced mode. Several subtabs are hidden under the standard GUI since they are not necessary for everyday use, but could be useful in specific situations. Enabling advanced mode will reveal these subtabs.

Online Support will open a new browser tab to our support website where you can check our online knowledge base, chat with a support representative, or submit a support ticket.

Diagnostics will launch a new window that displays the Support > Diagnostics tab from the GUI.

About simply gives you information about the version of the management console your CFA is running.

Notices

The View Notices button also appears in the lower-right corner of the screen when something on the CFA requires user action.

Other banner messages displayed when you click View Notices typically indicate that some action is required. For example, a catalog needs to be updated or disk space is almost full. Banners may also display useful information. In most cases, when you click on the banner, you will be taken to the specific page on which to address the issue.