Storage Sync For VMware Product Guidev11

Storage Sync
for VMware
Storage Sync 11.0 Product Guide
1350 W Middlefield Rd, Mountain View, CA 94043, USA | Phone: 877-734-6983 | www.egnyte.com
© 2016 by Egnyte Inc. All rights reserved.
Storage Sync for VMware
TABLE OF CONTENTS
Introduction ................................................................................................................................................................................... 3
System Requirements ..................................................................................................................................................................... 4
Client Requirements - Access and Configuration ............................................................................................................................... 5

Deploy the Storage Sync VM: New Install ......................................................................................................................................... 6
Start Storage Sync for VMware ....................................................................................................................................................... 8
Configure Storage Sync for VMware ................................................................................................................................................ 9
Storage Sync Operations .............................................................................................................................................................. 20
Storage Sync Migration from 10.3 to 11.0 ....................................................................................................................................... 25
Storage Sync Administrator Guide ................................................................................................................................................. 31
Third Party Application Interoperability ......................................................................................................................................... 37
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Introduction
This document is a guide describing technical details and best practices for installing and deploying Egnyte Storage Sync on VMware
ESX/ESXi. Storage Sync is Egnyte’s hybrid file-sharing and collaboration technology. With Egnyte Storage Sync, files on any local
storage device can be synced with the Egnyte Cloud File Server, enabling users to store, share and access from anywhere and with any
device. Storage Sync bi-directionally syncs files and folders between the local storage device and Egnyte Cloud.
Egnyte Storage Sync is deployed as a virtual machine in VMware ESX/ESXi environment. Storage Sync exports a network share (CIFS
share) that local users can connect to through a mapped drive on their local end-points. Remote users can work on shared files and
folders in this share by accessing the Egnyte Cloud.
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System Requirements
Host Storage Considerations
Egnyte Storage Sync requires 32 GB for its system disk, and then up to 16 TB for each Storage Sync device. Each Storage Sync
VM that will be provisioned will need at least 2 virtual disks: the system disk, and at least one data disk. Please ensure that
there is enough storage available to contain the virtual disks.
Host Sizing Considerations References
Since each virtual environment has different characteristics, requirements and budget constraints, servers can exist in a
variety of sizes. Here are some guidelines to follow to appropriately size the ESX/ESXi servers:
VMware vSphere 5.5 Performance Best

Practices VMware VM Sizing Best Practices
Techtarget Sizing server hardare for Virtual Machines
System Memory and CPU
Allocate at least 4 GB RAM and 2 processor cores for minimum Storage Sync functionality. Review the following table when
provisioning Storage Sync for a given user access group size.
4GB RAM 8GB RAM 16GB RAM
Maximum Number of
1000 3000 5000
Mapped Users
Concurrent Users
Up to 50 Up to 100 Up to 250
Accessing the Share
Maximum Number of Files

Up to 10,000,000 Up to 10,000,000 Up to 10,000,000
on Local Disk
System Network Settings
VMware recommends multiple Network Interface Cards (NIC) to be installed on the ESX host. It is also recommended that the
VM gets associated with a dedicated physical NIC.
The Storage Sync virtual machine will be provisioned with 1 Gb Ethernet drivers. NIC Bonding is supported – please ensure
that the NIC Bond is available to the guest machine.
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Port Settings
Port Protocol Purpose

53 TCP, UDP DNS
123 TCP, UDP NTP
135, 139 TCP NetBIOS, MSRPC
389 TCP, UDP LDAP
3268 TCP Global Catalog
88 TCP, UDP Kerberos
139, 445 TCP CIFS
443 HTTPS Sync
8806, 8807 HTTP Storage Sync Management
Disk Allocation
Storage Sync VM requires 2 disks at a minimum: the system disk and at least one data disk. The system disk is prepackaged as
a 32 GB sized disk. Both the system and data disks are configured as virtual SCSI disks. Data disks can be added to Storage
Sync in increments of 1.8TB per drive. There is a maximum storage capacity supported of 16 TB per each instance of Storage
Sync. If additional storage space is needed, increase scale by adding another Storage Sync VM.
Client Requirements - Access and Configuration
Browsers
The latest 2 versions of the following browsers are supported:
Chrome
Firefox
Safari
Edge
Internet Explorer
Operating Systems
Windows 7, 8, 8.1, 10
MacOS 10.10, 10.11, 10.12
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Before Starting Storage Sync

Prior to starting the VM make sure the following tasks have been completed
1. Users and Groups are created in the Egnyte Cloud

Egnyte Admins can create users and groups via the Egnyte UI, an import from a CSV, or integrate with Egnyte Active Directory Kit.
2. Ensure that data exists in Egnyte

Minimally, top level folders need to be created in Egnyte. Admins can use the Egnyte UI to create top level folders in Egnyte and
add content to the Cloud File Server via a drag and drop action. Alternate methods of moving data to Egnyte include FTP and
shipping a physical disk drive to Egnyte.
3. Assign permissions to the Egnyte folders

The Egnyte Cloud File Server will govern folder permissions. These permissions are synced to the Storage Sync device on every
sync. User and group access to folders within the Share will be managed by the cloud permissions.
Refer to the Egnyte Deployment Guide Article for more detailed information.
Deploy the Storage Sync VM: New Install

1. Connect to your ESXi host via VMware vSphere client or vCenter and deploy the Storage Sync for VMware from
the downloaded OVA template.
2. Once the virtual machine (VM) has been successfully deployed, you must attach at least one extra virtual disk (vmdk) to the
VM. This virtual disk will act as the storage volume for your Storage Sync. The virtual disk type must be SCSI, and the
recommended size of the disk is the amount of data that will be stored on this Storage Sync.
Click on “Edit virtual machine settings” and follow the steps.
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3. Click on Add to add a hard disk. The VM will recognize the new device, and expand its storage volume to include the
additional storage. Add virtual disks at a later time to increase the size of the Egnyte data partition.
There is a total storage maximum of 16 TB per instance of Storage Sync; storage can be allocated in increments of 1.8 TB up
to a limit of 16 TB. Deploy more than one Storage Sync VMs if you need to access more than 16 TB of storage at a specific
office location.
When deploying multiple virtual disks, please consider hardware performance of each virtual hard drive. Also pay attention
to the LUN/RAID configuration of the storage system. It might be prudent to segment the Virtual Disks to maximize I/O
performance of the storage configuration.
4. After the 2nd hard disk is added, click on “Power on the Virtual Machine” to start the VM.
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Start Storage Sync for VMware
1. As the VM starts up, it should recognize your newly added storage, and create a file system on it. You can observe the
progress of the VM on the console.
2. If your host network does not have DHCP enabled, the VM may fail to get an IP address dynamically. In this case, you will
need to assign it a static IP address.
3. Once Storage Sync has started up, click the Console tab. You will be presented with a console, from where you can log in
to Storage Sync.
4. In the Console tab, you will be presented with IP address to launch Storage Sync.
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Configure Storage Sync for VMware

1. Once an IP address is obtained for the Storage Sync Virtual Appliance, log into any browser using http://Storage-Sync-
IPaddress:8806. Use Chrome, Firefox, Safari or Internet Explorer in compatibility mode and click “Start Configuration”
2. Review the install steps and click “Continue”
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3. Step 1: System and Network Configuration
Configure the Hostname, IP Address, DNS entries, and machine Time zone. Optionally, configure a Proxy Server and add a
NTP Server information. Change the hostname from the default name of localhost.
After the settings have been completed click on continue.
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4. Step 2: Log in to Egnyte
Connect the device to the Egnyte cloud with an admin account that has been first created in the cloud. This account will be
used to associate the Storage Sync device to the Egnyte cloud instance. Enter the Egnyte domain along with the admin
account username and credentials to login and connect to the Egnyte cloud.
Note: The Storage Sync administrator account must be either an Egnyte Authenticated account or AD
Authenticated account with a valid email address.
Before proceeding to the next step, make sure that power user accounts in Egnyte have been created. These accounts will be
mapped to an account on Storage Sync based on the account’s username.
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5. Step 3: User Authentication
Choose between integrating the Storage Sync device with either Active Directory and using Egnyte Authentication.
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Active Directory Authentication
NetBIOS Domain Name – Right click on the domain and click on properties. The NetBIOS name is listed in the General
tab, under the Domain Name (pre-Windows 2000) field. For additional assistance refer to this article.
Fully Qualified Domain Name – There are a few ways to find the Fully Qualified Domain Name. One easy way to find the
FQDN is to find the System page and look for the “domain” field. Right click the Start button and navigate to System
Domain Controller – Use the IP address of the closest or primary domain controller
LDAP Port – The global catalog port is defined as default. Use the appropriate port for LDAP
Domain Administrator - Use an account from AD that at least has domain admin like privileges. The computer object will
need to be added to Active Directory by this account.
Restrict to a Group - By restricting the users to a specific group or OU, the number of users allocated to the device can be
limited. Also note that the number of concurrent users connected to the Storage Sync is also dependent on the guest
resources available. Please follow the recommendations listed in the System Requirements section.
Username Format – Select either the default or User Principal Name for the user account. The naming convention needs to
be consistent with the user provision method to the cloud. For example, if the sAMAccountName was used to provision users
to the cloud, use the default Username Format.
Add backup domain controller – Storage Sync can provide user access from a secondary Domain Controller as a backup DC.
Note: In release 11.0, Storage Sync will not be able to auto-map users to the device from the secondary Domain Controller,
however users will still have access to the Storage Sync share in the event that the primary DC fails. Storage Sync can connect
to a maximum of two Domain Controllers.
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Egnyte Authentication
Users on Storage Sync can be created on the device by selecting Egnyte Authentication. Storage Sync administrators can add
user accounts to the device in the Storage Sync UI. When creating users on Storage Sync, match the device username to a
user’s cloud account username. This allows Storage Sync to automatically connect the device users with their respective cloud
account.
For example, if the Egnyte cloud username is jsmith, create the Egnyte Authenticated user on Storage sync with jsmith to
establish the account mapping.
After the Egnyte Authenticated users have been added, users can sign in to the Storage Sync device to set their
own passwords in the User Account Update Tab on the Storage Sync UI.
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6. Step 4: User Management
Once Storage Sync is joined to AD or is set to Egnyte Authentication, it will start building a local user list and create
the account mappings:
Once the user accounts have been pulled from Active Directory, users will be categorized as either Mapped or Unmapped.
Mapped Users – Local or AD usernames that correspond to its respective cloud account username
Unmapped Users – Local or AD usernames that do not match a corresponding cloud account username
The Auto-map process will automatically match cloud accounts to the corresponding AD or local account. The example shows
that user CORP\jsmith is mapped to jsmith in the Egnyte cloud. If need be, Storage Sync User Management can be edited
manually to map usernames to a non-matching user. The second user, CORP\msanchez is manually edited to map to maria-
egnyte in Egnyte. In this case, there are 2 users that are mapped, and 198 users that are unmapped. A total of 200 users were
pulled in from Active Directory.
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7. Step 5: Folder Synchronization

Select the cloud folder(s) that will be synced to and from the Storage Sync device. Individual sub-folders can be selected.
8. Step 6: Software Update Policy

Storage Sync can automatically pull down updates and patches. The policy configuration will determine the specific start time
and day of the week. Users will lose share access during the software update. Please schedule accordingly.
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9. Step 7: Sync Schedule
Clicking on “Finish” will start the initial sync. There are additional sync schedule settings and features within the Advanced
Settings page:
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Sync Schedule – Change the frequency of starting a new sync
Real-Time Sync - triggers a near continuous sync schedule
Sync Every - allows for setting a sync once every X hours or Y minutes
Sync Once Daily Between –Storage Sync sets a time range in which the sync process is to start daily.
The interval should be set long enough to allow the sync to complete, i.e. sync to start and finish between
midnight and six o’clock AM.
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Full Sync Settings - Prioritize Files by either File Type or Last Modified Time
File Type – Admins can set file type priorities by grouping file extensions. There are three categories of priorities
with one being the highest priority.
Exclude File Types from Sync – Specific file types can be excluded from sync for either File Type or Last Modified
Time Prioritization. For example, Admins may want to exclude .mp3, .mov, and .pst files from being synced to
Egnyte.
Network Settings – By default, Storage Sync will use as much network resources as are available. Admins can throttle the
network bandwidth by setting maximum bandwidth limits for both Uploads and Downloads. Set values in Bytes per
second units, 1048576 Bytes per second -> 1 MB per second
Advanced Settings – Toggling debug mode on will increase more information in the sync logs. Max log records keep status
information from each sync. Increase this value to keep a longer sync history.
10. After the synchronization starts, the progress of the sync will be displayed on the Storage Sync home page. Please wait for the
initial sync to complete before users can access the Storage Sync device share. Once the initial synchronization has completed,
your users can now access the network share from the VM.
11. The first sync will be a full sync, which may take some time due to aligning the cloud and local file system data. The
subsequent sync runs will be as defined in the sync schedule.
The main status page will appear on the Storage Sync Home page. Administrators can access sync logs, and change Sync,
User, and Device Settings in this page. Lists of syncs along with each sync status will be logged here.
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Storage Sync Operations

Log in to the Storage Sync Interface
To log into the Storage Sync Interface, open a browser and navigate to http://Storage-IP-Address:8806
Use the egnyteservice account to log in. The initial password is egnyteelc. You can change the initial password from the
Storage Sync UI.
Updating Local Users Accounts Credentials
Users can login to Storage Sync and update their credentials used for Storage Sync share access.
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1. Users need to login with their cloud credentials

2. The user’s cloud account should be mapped to a device account on Storage Sync
3. The user is prompted for new credentials
4. The user account is now updated
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Storage Sync Restart and Shutdown
Click on the device name drop down in the top left corner of the page to either Restart or Shutdown Storage Sync
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Access the Storage Sync Share
Windows Clients
Open “My Computer”, and click on menu item Tools > Map Network Drive.
The folder name to be used is: \\StorageSync-IP-Address\ELC
If you’re logged into Windows with a different user or have selected “Connect using different credentials”, you will be
presented with an authentication window to access the share. Enter either AD credentials or an Egnyte username and
password and click OK.
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MacOS Clients
Open “Finder”, and click on menu item Go > Connect To Server.
Enter the Server Address to access the Storage Sync share: smb://StorageSync-IP-Address/ELC
An authentication window will prompt for user credentials to access the share. Enter either AD credentials or an Egnyte
username and password and click connect.
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Storage Sync Migration from 10.3 to 11.0

Storage Sync 11.0 needs to be deployed as a new Virtual Machine since we have re-architected the solution on a 64-bit OS and
the latest CentOS 7.1 package. This implies you cannot perform an in-place upgrade of Storage Sync software from version
10.3 to version 11.0. There are two ways to migrate data from the existing Storage Sync version 10.3 to 11.0.
VM to VM Data Copy
Use this method if you have sufficient storage to duplicate the dataset. This eliminates business down time and builds data
redundancy. You can delete the 10.3 VM after the migration has completed and the new 11.0 VM is functional.
Attach the Existing Data Disk

Use this method if you do not have sufficient storage in the ESX data-store to duplicate the Storage Sync dataset
What gets Migrated What does NOT get Migrated
Previously Synced Data System and Network Settings [Hostname and IP address]
Sync Configuration Settings Cloud Admin Account Settings
User Mappings AD / Egnyte Authentication
Synced Folders Settings Software Update Policy
Local device user credentials
VM to VM Data Copy
The VM to VM Data Disk Copy involves deploying a new VM and provisioning new data disks. This process copies the data
from the original 10.3 Storage Sync device to the 11.0 Storage Sync VM.
1. If the existing Storage Sync is not on version 10.3, update the device to version 10.3. This is a hard requirement for
migration
2. Deploy a new 11.0 Storage Sync VM as described in Deploy the Storage Sync VM
3. Login to the 11.0 Storage Sync VM in a different Putty session with the egnyteservice credentials
4. Download the rsync_data_migration.sh script
5. Use winscp or a similar application to copy the script to the Storage Sync /home/egnyteservice folder with the following
credentials: egnyteservice / egnyteelc
6. Run the migrations script as follows:
a. Change permissions on the script
> chmod +x rsync_data_migration.sh
b. Start the script
> ./rsync_data_migration.sh [IP-address-of-10.3-Storage-Sync]
c. When prompted enter root credentials for the 10.3 Storage Sync
Logging can be found in /home/egnyteservice/migration.log
7. Complete the install process as described in Configure Storage Sync for VMware
8. If Egnyte Authentication method was selected in the 10.3 VM, users will need to update their device passwords.
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Attaching the Existing Disk to the New 11.0 VM
The 10.3 VM has data disk(s) assigned to it that contains synced data as well as Storage Sync configuration data. This
procedure involves moving (or cloning) the data disk(s) from the 10.3 Storage Sync VM and attaching the virtual disk(s) to
the 11.x Storage Sync VM.
Refer to the VMware article regarding Moving and Copying Virtual Disks for additional resources.
1. If the existing Storage Sync is not on version 10.3, update the device to version 10.3. This is a hard requirement for
migration
2. Complete a final sync on the 10.3 VM
3. Deploy a new 11.0 Storage Sync VM as described in Deploy the Storage Sync VM – DO NOT add a 2nd Virtual Disk
!! Stop after Step 12. Leave the 11.0 VM powered off
4. Power down the 10.3 Storage Sync VM
5. Remove the data disk(s) from 10.3 Storage Sync VM
In the vSphere client, click on the 10.3 VM and select “Edit Settings”. Verify that the correct 10.3 VM is selected and
that the correct Hard disk is selected – in this case “Hard disk 2” is the data disk to be removed. Ignore “Hard disk 1” as
this device is the system disk. Click on Remove, once the appropriate device(s) have been selected.
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The data disk will be removed – confirm that the “Remove from the virtual machine” is selected and virtual disks are NOT
deleted.
6. Move the virtual disk(s) from 10.3 to the 11.0 folder in the ESX Datastore Browse UI
Click on the ESX Server located in the top left corner of the vSphere Client, and select the “Configuration” tab. Then
access the Storage hardware, right click the appropriate datastore and select “Browse Datastore”
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Locate the 10.3 VM folder in the datastore. In this example, the 10.3 VM folder is called Hari1033 – the file(s) that need to
be moved to the new location are the virtual disk files that we’ve removed in Step 5. In the example, the virtual disk file is
called Hari1033_1.vmdk. Right click on the file(s) and select “Move to…”
Select the target location, first by selecting the datastore and the folder that contains the 11.0 VM, in the example Hari-
11-650M is the target folder. Click on “Move” to place the vmdk file(s) to the new destination.
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7. Attach the data disk(s) from 10.3 to the 11.0 Storage Sync VM
On the 11.0 VM, click on “Edit Settings” and then “Add”
Select Hard disk, and “Use and existing virtual disk – Reuse a previously configured virtual disk”
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Click “Browse…” and select the appropriate datastore; locate the 11.0 VM folder that the virtual disks now reside. Select
the _1.vmdk and take the default SCSI settings. Click “Finish” to complete the disk add. Add additional data disks as
required.
8. Start the 11.0 VM

a. If DHCP is enabled, open a web browser and navigate to the IP address and port listed on the console
i.e. http://Storage-Sync-IP-Adress:8806
b. If DHCP is not enabled, login to the console and set the network settings including static IP via the
egnyteservice config menu.
i. Login to the VM with egnyteservice and its credentials egnyteelc
ii.Access the menu by entering the config command
i.e. > config
9. Complete the install process as described in Configure Storage Sync for VMware
10. If Egnyte Authentication method was selected in the 10.3 VM, users will need to update their device passwords.
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Storage Sync Administrator Guide

Storage Sync allows users to access Egnyte content locally that is synced bi-directionally to the Egnyte Cloud. The
Administrator Guide will help describe Storage Sync Functionality and Storage Sync Operational Tasks.
Storage Sync Onboarding
Prior to installing Storage Sync, Egnyte Admins need to consider the following areas to help architect the Storage Sync
deployment. Refer to Egnyte Deployment Guide Article found on the Egnyte Helpdesk for more detailed information.
Move Data to the Egnyte Move data into the Egnyte Cloud to sync with Egnyte Storage Sync
Cloud
FTP data to Egnyte
Shipped Drive Migration to Egnyte
Large scope Data Migrations via an Egnyte Professional Service Engagement
Third Party Services / Applications
Provision Users and Create Storage Sync User and Groups in Egnyte
Groups in the Egnyte
Cloud Egnyte Cloud User and Group Bulk Import
Integrate with Egnyte Active Directory Kit
Egnyte Professional Service Engagement
Provision Users and Groups from Third Party Services / Applications / Public APIs
Set User and Group Storage Sync Permissions are governed and set in the Egnyte Cloud – User and Group
Permissions in the Egnyte access to Storage Sync folders are based on these permission settings
Cloud
Manually Set Top Folder Level Permissions via the Egnyte Cloud Web UI
Third Party Services / Applications / Public APIs
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Storage Sync Installation
During the install process, Administrator should review the following considerations.
Storage Size and Object Storage Sync can manage approximately 10 million objects (files and folders) per device.
Planning
Storage Sync can mirror Egnyte Cloud Files Servers with less than 5-6 million
objects
Storage Sync can manage a subset of data for Egnyte Cloud File Servers with
greater than 10 million objects – multiple Storage Sync devices can be deployed to
manage different datasets
Storage Sync has a recommended storage limit of 16TB per device – deploy
multiple devices if storage requirements exceed 16 TB
Provision Users and Create Storage Sync User and Groups in Egnyte
Groups on Storage Sync
Egnyte Cloud User and Group Bulk Import
Integrate with Egnyte Active Directory Kit
Provision Users and Groups from Third Party Services / Applications / Public APIs
User and Group During each sync, Storage Sync pushes permissions from the Egnyte Cloud to the
Permissions on Storage device to ensure that any changes to folder permissions in the cloud are
Sync appropriately set on the Storage Sync device folders
Permission changes cannot be made on the device.
Folder Selection Select folders that are relevant to the device location or data architecture
A Full Sync will run after any folder configuration change
Import / Migrate Data to Mass copies or moves of data into Storage Sync can impact sync performance
Storage Sync With mass copies or moves, set the sync schedule to “Disabled” to allow the copy
or move to complete
When completed, Storage Sync will sync data to the cloud and ensure that the
Storage Sync and the Cloud File Systems are in line
Software Update Policy During a software update of Storage Sync, the services will be restarted and users
will be disconnected
Plan the update during an outage window with the least impact to users
Mapping Network Shares DFS can be used for load balancing, failover, and namespace aggregation
in DFS Environments DFS Replication is not available
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Adding Users New users must be added to the Egnyte Cloud in addition to Storage Sync as
Egnyte Power Users
If Storage Sync is integrated with AD and the new users have been mapped,
Storage Sync adds the new user accounts
o The auto-map process will map the corresponding users to the device
Egnyte / Local Authentication Users require Storage Sync Admins to add the new
users to Storage Sync
o The auto-map process will map the corresponding users to the device as
long as the usernames match their corresponding usernames in the
Egnyte Cloud
Deleting / Deactivating Deleting Users from Egnyte can have critical results – both data and permissions
Users can be lost
Deactivating Users is the Egnyte recommended method to leave Private folder
data and User permissions in tact
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Storage Sync Operation
Operational considerations for both Storage Sync Administrators and Technical Support
Logging into Storage Sync Storage Sync User Interface - Navigate to the URL http:// <Storage Sync
IP>:8806 and enter the password credentials for the egnyteservice account
SSH - Open up a SSH terminal application (Putty) and log in with the
egnyteservice account
Restart and shutdown To shutdown or restart the Storage Sync device, navigate to the URL
http://<Storage Sync IP>:8806 and enter the password credentials for
egnyteservice
At the top left corner of the page find the dropdown under the Storage Sync
device name to either shutdown or restart the device
Shared Folders Data on the Storage Sync is a subset copy of the Egnyte Cloud File Server
Using the Sync Settings page, select only folders within Shared that are needed
on Storage Sync based on sizing and relevance
Private Folders Select based on requirements for Local Private Folder access
Keep Private folders that are not required locally unchecked
Permissions Grant Viewer (RO) permissions at parent level folders

Grant Full or Editor (RWD or RW) on folders beneath parent folders
For example: Shared/Creative – assign all creative users with Viewer (RO) Permissions
Shared/Creative/Account – assign all creative users with Full (RWD) Permissions
Moves Schedule large moves of folders during non-peak usage

Move large folders from the Egnyte cloud for performance considerations
Folders that contain more than 40k objects will cause system performance
degradation
Deletes Schedule large deletes of folders during non-peak usage

Delete large folders from the Egnyte cloud for performance considerations
Folders that contain more than 40k objects will cause system performance
degradation
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Syncing Data Sync should be configured for Real-Time Sync to minimize the amount of changes
of data between syncs operations
Data migrations are the exception – When adding a new large dataset, disable
syncs until the migration process has completed in its entirety
Admin Password When the Storage Sync Admin password expires, syncs no longer will start
Expiration Update password from Storage Sync UI
Storage Sync Advanced Operations
File Type and Special Storage Sync will skip specific file types and filenames during sync that may be
Characters temporary or system files
Review the following article that lists out file type and special character
exceptions during sync
Large vs Small File Priority Storage Sync will prioritize smaller files during sync by default
To optimize network throughput performance, Storage Sync bundles smaller files
into a bundle of files during sync operations
High Availability High Availability environments can be easily configured by deploying another
Requirements Storage Sync device in the same or different location while selecting the same
folder set to be synced
Folder RW vs RWD With Egnyte Editor (RW) Permissions, deletes will occur on the local device,
Permissions on Storage however sync will bring the file back thus enforcing the RW permission
Sync Storage Sync needs to remove temporary files that applications create during file
edits that will eventually need to be removed upon file saves
Permission Reset Permissions will be sent to the Storage Sync Device immediately prior to each sync
operation – but there are some additional considerations:
Large permission changes can trigger a permission reset during sync

System wide permission changes may require a lengthy period in which new
changes may not be available immediately
Plan system wide permissions during an outage window to allow permission syncs
to take place
In between sync operations, Admins may also reset permissions, by clicking on
the link in the User Mappings page in the UI
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Adding Storage Add additional virtual disks in increments of 1.8 TBs

Reboot the Storage Sync so that the system can increase the filesystem
Limit the size to 16 TB and 10 million objects (files and folders)
Remove Folders from To remove folders from sync, unselect the folder from the Storage Sync folder
Configuration configuration - data will be left on the device
Delete Folder To delete data from Storage Sync, before unselecting the folder from the folder
configuration, delete the data either on the device or on the cloud and run the
sync operation
NOTE! If data is needed in the cloud or on another device, but needs to be deleted from
Storage Sync, please Contact Egnyte Support
Cryptolocker Files that have been affected by the Cryptolocker virus will be detected by the
Egnyte Cloud. In these situations, the Egnyte Cloud will deactivate the Storage
Sync Admin account
Please contact Egnyte Support to remediate the situation
Anti-Virus on Desktop or Virus scans on network shares mapped to Storage Sync can significantly impact
Laptops Network Shares sync performance due to heavy I/O
When antivirus software is running on user machines, filter out virus scans for
Storage Sync network drives in the antivirus software configuration
Storage Sync Volume Using third party backup applications to backup the Storage Sync device can
Backup often fall into company or organization policies. Guest File System backups
consume system resources and as a result sync performance could suffer
As an alternative, consider image or block backups for optimized sync

performance
Storage Sync VM Snaphot Virtual machine snapshots reduce recovery times in the event of a disaster
Since image snapshot are point in time, recovering from a snapshot could trigger
data deletion in the cloud
Restore snapshots out of place and recover individual files / folders back to
Storage Sync
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Third Party Application Interoperability
Backing up Storage Sync for VMware
Backing up the Storage Sync device is best done at the host level. Backup applications that perform file level backups at the guest
level can consume more resources that have been allocated to Storage Sync that could come at a cost to synchronization
performance. If file level backups are a requirement, please contact Egnyte Support for assistance. The backup application service
account has to be added to the egnyte-smb-admin group within the Storage Sync configuration to limit unnecessary syncing.
reserved.
VM Snapshots / File Level Restore from Snapshot
While snapshots can be helpful and provide a way to reduce the recovery times, please do not restore snapshots back in place to
Storage Sync. Storage Sync has configuration and transactional data that when restored back could overwrite existing changes
and data. If possible, restore snapshots to a different guest and copy relevant files back to the Storage Sync device.
Encryption
Storage Sync does not encrypt data on the VM. However, as data is synced to the cloud, it gets encrypted in transit and at rest in
the Egnyte cloud. If encryption on the platform is required, Egnyte supports a Global Encryption Key Management solution so that
all endpoints of the data stored in Egnyte can access data.
Qualified Applications
MS Office 2016, MS Office 2013, MS Office 2010

MS Office 2016 (Mac), MS Office 2011 (Mac)
Other Applications
The following applications are being used by customers with Storage Sync
Adobe Creative Suite, Creative Cloud Suite

Autodesk AutoCAD, Revit
Barracuda Data Protection Solutions
Citrix XenApp
HP Autonomy
IBM Tivoli Storage Manager
Microsoft Data Protection Manager
Nagios IT Management Suite
TrendMicro AV
VMware VMtools
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Storage Sync

System Requirements ..................................................................................................................................................................... 4

Client Requirements - Access and Configuration ............................................................................................................................... 5

Start Storage Sync for VMware ....................................................................................................................................................... 8

Configure Storage Sync for VMware ................................................................................................................................................ 9

Storage Sync Operations .............................................................................................................................................................. 20

Storage Sync Migration from 10.3 to 11.0 ....................................................................................................................................... 25

Storage Sync Administrator Guide ................................................................................................................................................. 31

Third Party Application Interoperability ......................................................................................................................................... 37

Host Sizing Considerations References

VMware vSphere 5.5 Performance Best

System Memory and CPU

4GB RAM 8GB RAM 16GB RAM

Maximum Number of Files

System Network Settings

Port Protocol Purpose

Client Requirements - Access and Configuration

The latest 2 versions of the following browsers are supported:

Before Starting Storage Sync

1. Users and Groups are created in the Egnyte Cloud

2. Ensure that data exists in Egnyte

3. Assign permissions to the Egnyte folders

Deploy the Storage Sync VM: New Install

Click on “Edit virtual machine settings” and follow the steps.

Start Storage Sync for VMware

Configure Storage Sync for VMware

2. Review the install steps and click “Continue”

3. Step 1: System and Network Configuration

After the settings have been completed click on continue.

4. Step 2: Log in to Egnyte

5. Step 3: User Authentication

Active Directory Authentication

6. Step 4: User Management

7. Step 5: Folder Synchronization

8. Step 6: Software Update Policy

9. Step 7: Sync Schedule

Sync Schedule – Change the frequency of starting a new sync

Real-Time Sync - triggers a near continuous sync schedule

Storage Sync Operations

Updating Local Users Accounts Credentials

1. Users need to login with their cloud credentials

4. The user account is now updated

Storage Sync Restart and Shutdown

Access the Storage Sync Share

The folder name to be used is: \\StorageSync-IP-Address\ELC

Open “Finder”, and click on menu item Go > Connect To Server.

Storage Sync Migration from 10.3 to 11.0

Attach the Existing Data Disk

What gets Migrated What does NOT get Migrated

Attaching the Existing Disk to the New 11.0 VM

On the 11.0 VM, click on “Edit Settings” and then “Add”

8. Start the 11.0 VM

Storage Sync Administrator Guide

Storage Sync Onboarding

Storage Sync Installation

Storage Sync Operation

Permissions Grant Viewer (RO) permissions at parent level folders

Shared/Creative/Account – assign all creative users with Full (RWD) Permissions

Moves Schedule large moves of folders during non-peak usage

Deletes Schedule large deletes of folders during non-peak usage

Storage Sync Advanced Operations

Large permission changes can trigger a permission reset during sync

Adding Storage Add additional virtual disks in increments of 1.8 TBs