Frequently Asked Questions

Dashboard

Dashboard

If your question is not addressed below, please contact us through our feedback form and we'll get back to you shortly.

What is Dashboard? *
Can Admin add users from the Dashboard?
What user-oriented operations can be performed from the Dashboard?
Can I assign admin control to users?
What is a Group? How can I create a Group?
How can I add users to the group?
Can Admin propagate settings to a particular group or multiple groups?
Is it possible to lock particular settings for groups or users?
As an admin, can I assign encryption key type to the user accounts?
Is there any limit on the number of computers a user can add?
How do I manage computers from the Dashboard?
How do I change the settings across all the connected computers from the Dashboard?
Can I remotely update to the latest version of IDrive on any connected computer?
Can I delete a computer from the Dashboard?
What is legal hold? Can Admin block or put a legal hold on a user account?
Can Admin generate reports for each user account?
Can Admin schedule the reports for each user account?
Can Admin send the reports for each user account to other recipients?
Can Admin view the total number of backed up files, their status, etc. in the Backup Activity Report?
How can I generate Backup Activity Report between two dates?
As an Admin, can I disable the notifications from the desktop application for user accounts?
What is a Policy? How can I create it?
Can I propagate a Policy? If yes, how?
Can I edit a Policy?
I need to delete a Policy. How can I do that?
I am unable to manage my machines running on Windows XP and Windows Server 2003 operating systems remotely via the Dashboard. Why?

What is Dashboard? *

Dashboard is a centralized console from where you can manage backups, view and monitor your IDrive Business and Enterprise account activities for all your connected computers with ease. You can also manage data backups, restores, application settings etc, on your remote computers from the Dashboard.

From the Dashboard, you can create new user accounts, organize them into groups, view the information about each user's storage utilization, monitor recent backups performed by them, view log activities, and also make changes to the backup sets and settings across all the devices.

To access the Dashboard, sign in to IDrive, using your IDrive user credentials. Dashboard is divided into four sections, namely:

  • Users and Groups – From the Users and Groups tab, you can add new user accounts, invite users via email, create new groups of users, manage, and propagate settings.
  • Computers – From the Computers tab, you can manage your data backups, restore files/folders to the corresponding computers, modify application settings, view activity logs for users, and do much more on each of your connected computers.
  • Settings – From the Settings tab, you can configure your IDrive settings and push changes to all the connected computers, at the same time.
  • Reports – From the Reports tab, you can instantly generate reports, view, and download them for each user account.

Note: The 'Reports' tab appears only for Admin accounts of the IDrive Business and Enterprise plan.


Read Note

Can Admin add users from the Dashboard?

Yes, the Admin of IDrive Business and Enterprise accounts can add users to the account and manage backups at one place. There are three different ways to add users to your account using the Dashboard. To add multiple users at once, you can either enter information manually for each user or upload a text file with the list of users.

You can add users in the following ways:

  • Entering information manually for each user
  • Uploading a text file with a list of users
  • Sending email invitations

To add users manually,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click , and select 'Add Users'.
  3. Enter the user's 'First Name', 'Last Name', 'Email Address', and 'Password'.
  4. Confirm password and select encryption type for the user account.
  5. Click 'Add User'.
  6. Download and install the IDrive application on the user's device and sign in with the newly created account.

To add users by uploading a text file,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click , and select 'Add Users'.
  3. Click 'Download Template File'.
  4. Modify the sample file.
  5. Delete the sample entry for 'Alexandra'.
  6. Add the information for your users in the following format (one line per user): "FirstName,LastName,EmailAddress,Password"
  7. Save the modified file.
  8. Drag and drop your saved users .txt file onto the 'Upload or Drop your file here!' area. Alternatively, click the area to browse for your user .txt file.
  9. A confirmation message appears after adding the users.
  10. Download and install the IDrive application on the users' device and sign in with the newly created account.

Note: You can add up to 5000 users at a time using the text file.


To add users by inviting them via email,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click , and select 'Invite Users'.
  3. Enter the user's email address.
    Note: You can enter multiple email addresses separated by commas.
  4. Click 'Send Invite'.

Your users will receive an email with instructions for getting started.

What user-oriented operations can be performed from the Dashboard?

The admin of IDrive Business and Enterprise accounts can add or invite users, edit, block, and delete users from the account. Admins can also make the users as admin from the Dashboard.

To edit users,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. From the 'Dashboard', select the users for whom you want to edit the details.
  3. Click . The 'Edit' screen appears.
  4. Update the required details and click 'Save'.

To block users,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. From the 'Dashboard', select the users you want to block.
  3. Click . The 'Block Selected Users' screen appears.
  4. Click 'Yes'.

To delete users,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. From the 'Dashboard', select the users you want to delete.
  3. Click . The 'Delete Selected Users' screen appears.
  4. Click 'Yes'.

Can I assign admin control to users?

Yes, the admin of IDrive Business and Enterprise accounts can make other users as admin and assign them admin controls from the dashboard. Users who are assigned with admin control can add or invite, edit, block, and delete users from your account.

While assigning admin controls, you can grant the following rights to the users:

  • View Only: An admin created with 'View Only' privileges will have the right to view, but not modify anything
  • View & Create: An admin created with ‘View & Create' privileges will have the right to view and create
  • Complete Access: An admin created with 'Complete Access' privileges will have complete access rights

To make the user as an admin,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. From the 'Dashboard', select the users whom you want to grant the admin rights.
  3. Click . The 'Grant Admin Rights' screen appears.
  4. Select the required role and click 'Yes'.

What is a Group? How can I create a Group?

A group is a list of users whom you can organize for a variety of purposes. You can propagate many settings to a group of users at the same time, monitor their backups, and do much more. Up to 200 groups can be created with any number of users and a user can be a part of multiple groups.

Note: User-management function like 'Group' is a feature of IDrive Business and Enterprise account.

To create a group,

  1. Sign in to IDrive with Admin credentials.
  2. Click the 'Dashboard' tab.
  3. Click 'Settings' and go to the 'Groups' tab.


  4. Provide the group name and click 'Create Group'.

A success message would appear on the bottom-left of the screen. You can see the newly created group in the 'Groups List' section.


How can I add users to the group?

To add users to the group,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Select the users you want to add and click .
  3. Select the group you want to add the users to and click 'Save'.

The selected users are added to the group.

Can Admin propagate settings to a particular group or multiple groups?

Yes, the Admin can push the settings to a particular group or multiple groups.

To propagate settings,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Go to the 'Settings' tab and click against the particular settings you wish to propagate.


  3. Select 'All Users' or particular groups, to propagate the settings for the selected users/groups, and click 'Push'.


  4. A confirmation window appears. Click 'Yes'.



Is it possible to lock particular settings for groups or users?

Yes, the Admin can lock particular settings for a user or a group of users. Users cannot modify those settings, till the Admin unlocks it.

To lock settings,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Go to the 'Settings' tab and click against the particular settings you wish to lock.


  3. Select 'All Users' or particular groups, to lock the settings for the selected users/groups, and click 'Push'.


  4. A confirmation window appears. Click 'Yes'.



As an admin, can I assign encryption key type to the user accounts?

Yes, you as an admin can assign encryption key type to the user accounts. When adding users, there is an option to 'Secure this user with Default Encryption/Private Key Encryption'. The admin can select either of the two options, to assign an encryption key type to the user account.

If the encryption key type is not assigned by the admin, the user would be prompted to choose Default Encryption/Private Key Encryption the next time he signs in to his account.


Is there any limit on the number of computers a user can add?

While there is no limit on the number of computers each user can add to their account, we highly recommend that a maximum count of five computers per user must be maintained for best performance and reliability.

How do I manage computers from the Dashboard?

You can manage all the connected computers from the ‘Computers’ tab on the dashboard. You can also view backup details like last backup time and the status of each backup.

To manage computers,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click the 'Computers' tab. The list of all the backed up computers appear here.
  3. Click the computer name to view the IDrive application interface on the web.
  4. Perform data backups, restore files to the respective computers, configure application settings, and view logs of your connected computers.

The following status indicates that the connected computer is online or offline:

Indicates that the computer is online and the web access is enabled

Indicates that the computer is offline and the web access is disabled


How do I change the settings across all the connected computers from the Dashboard?

You can change your IDrive settings and push the same changes to all the connected computers with ease from the Dashboard.

To push settings,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. From the 'Settings' tab, change the settings as required.
  3. Click against the particular settings to push the settings to all the connected computers.

Can I remotely update to the latest version of IDrive on any connected computer?

Yes, you can remotely update to the latest version of IDrive on any connected computer via the Dashboard.

To remotely install updates,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. From the 'Computers' tab, click the particular computer name on which you want to update the IDrive application.

    Note: Make sure that the computer is 'Online' (green) and web access is enabled.
  3. On the top right corner, click 'Update Software'.

The latest version of the IDrive application will get installed on that particular computer.

Can I delete a computer from the Dashboard?

Yes, you can delete a connected computer from the 'Computers' tab on the dashboard.

Deleting a computer will remove it from the computer list in the dashboard and you will not be able to manage it remotely.

If you are logged in to the desktop application on the deleted computer, you will be logged out and backups for the computer will stop. All data, including any previous backups, from the computer will be stored in your cloud account.

To delete a computer,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click the 'Computers' tab. The list of all the backed up computers appear here.
  3. Hover on the computer name you wish to delete and click .
  4. Click 'Delete' in the confirmation pop up.
  5. Click 'Yes' to delete the computer.

What is legal hold? Can Admin block or put a legal hold on a user account?

Legal hold is a process which allows the admin to block a user account. The user will not be able to access his account, but Admin can actively access his account and download data.

To block/legally hold a user account,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. From the 'Dashboard', select the users you want to block.
  3. Click . The 'Block Selected Users' screen appears.
  4. Click 'Yes'.

To unblock a user account,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. From the 'Dashboard', select the users you want to unblock.
  3. Click . The 'Unblock Selected Users' screen appears.
  4. Click 'Yes'.

Can Admin generate reports for each user account?

Yes, the admin of IDrive Business and IDrive Enterprise accounts can easily generate, view, and download the following reports for each user account:

  1. Device Status Report – Reports generated based on each user/device information
  2. User Backup Report – Reports generated based on each user information
  3. Backup Activity Report – Reports generated based on each backup information

To generate reports,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. Click the 'Reports' tab.
  3. Go to the required tab – 'Device Status Report', 'User Backup Report', or 'Backup Activity Report'.
  4. Fill details in the fields to filter your search.
  5. Click 'Generate Report'.

Note: You can also save the report in CSV, TEXT, PDF formats. To save, click 'Save Report As' and select the file format.

Can Admin schedule the reports for each user account?

Yes, the admin of IDrive Business and IDrive Enterprise accounts can schedule the generation of Device Status Report and Backup Activity Report for each user account. The reports can be scheduled on a daily or weekly basis.

To schedule reports,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. Click the 'Reports' tab.
  3. Click the 'Email Reports' button.
  4. In the 'Email Reports' window:
    • Enter the report name
    • Choose the report type and file format
    • Specify the intended recipients
    • Set a time range i.e, the frequency at which the report will be generated
    • Enable the ‘Schedule’ button
    • Select a day and time to schedule the reports
  5. Click 'Schedule'.

The report is sent based on the selected day and time.

All the scheduled reports can be viewed under 'View Scheduled Reports'.

Can Admin send the reports for each user account to other recipients?

Yes, the admin of IDrive Business and IDrive Enterprise accounts can directly send Device Status Report and Backup Activity Report for each user account in PDF, Excel, and PDF and Excel formats to multiple recipients, at a time.

To send reports,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. Click the 'Reports' tab.
  3. Click 'Email Reports'.
  4. In the 'Email Reports' window:
    • Enter the report name
    • Choose the report type and file format
    • Specify the intended recipients
    • Set a time range i.e, the frequency at which the report will be generated
  5. Click 'Send'.

The reports are immediately sent to the recipients by email.

Can Admin view the total number of backed up files, their status, etc. in the Backup Activity Report?

Yes, the admin of an IDrive Business and IDrive Enterprise account can view various details like the number of backed up files, their size, status, etc. in the Backup Activity Report.

To view,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. Click the 'Reports' tab.
  3. dashboardreport2-new2-new1
  4. Go to the 'Backup Activity Report' tab.
  5. Fill details in the fields to filter your search.
  6. Click 'Generate Report'.


How can I generate 'Backup Activity Report' between two dates?

To generate 'Backup Activity Report' between two dates,

  1. Sign in to IDrive as admin and click the 'Dashboard' tab.
  2. Click the 'Reports' tab.
  3. Go to the 'Backup Activity Report' tab.
  4. Fill details in the fields to filter your search.
  5. Click 'Generate Report'.
  6. Select 'Range' from the 'Date & Time' filter and select the required dates.
  7. Click 'Apply'.

The report is generated based on the selected date range.



As an Admin, can I disable the notifications from the desktop application for user accounts?

Yes, you can disable the notifications from the desktop application for the user accounts. All you need to do is enable and propagate 'Disable Notifications' under the 'Settings' tab to stop the notifications.

To disable notifications,

  1. Sign in to your IDrive account.
  2. Go to the 'Dashboard' and click the 'Settings' tab.
  3. Select 'Disable Notification' and click .


  4. Select 'All Users' or required groups to propagate this setting.

Admin can view the notifications under the 'Reports' section.



What is a Policy? How can I create it?

A policy is a group of settings. You can propagate these policies to a group of users to push the settings to them. Also, you can edit and delete the policies as required.

To create a policy,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click 'Settings' and go to the 'Policy' tab.


  3. Click 'Create Policy' and enter the 'Policy Name'.
  4. Select the required settings and click 'Save' to create a policy. A confirmation message will appear.


The created policy appears under the 'Policy' list.

Can I propagate a Policy? If yes, how?

Yes, you can propagate a Policy for groups associated with it.

To propagate a policy,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click 'Settings' and go to the 'Policy' tab.
  3. Hover over the policy you want to propagate and click propogate icon.
  4. Click 'Yes' in the confirmation pop up to propagate the policy.


Note: Changes will be applied to the connected and linked devices only.

If no groups are added for a Policy, you need to add groups before propagating it.

To add groups to a policy,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click 'Settings' and go to the 'Policy' tab.
  3. Hover over the policy you want to add groups to and click group icon.
  4. Click 'Add' next to the group you want to add the policy to.


Can I edit a Policy?

Yes, you can edit and modify a policy.

To edit,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click 'Settings' and go to the 'Policy' tab.
  3. Hover over the policy you want to edit and click policy-edit icon.
  4. Edit the required settings and click 'Save'.


You can also save it as a new policy by clicking 'Save as new policy'.

I need to delete a Policy. How can I do that?

To delete a policy,

  1. Sign in to IDrive and click the 'Dashboard' tab.
  2. Click 'Settings' and go to the 'Policy' tab.
  3. Hover over the policy you want to delete and click policy-delete.
  4. Click 'Yes' in the confirmation pop up.


I am unable to manage my machines running on Windows XP and Windows Server 2003 operating systems remotely via the Dashboard. Why?

Due to security reasons, machines running on Windows XP and Windows Server 2003 operating systems cannot be remotely managed via the Dashboard. However, backups will continue to run as per the schedule for these computers and servers through the IDrive desktop application.

* Note: For some accounts, certain functions like folder-level versioning and version restore from Trash are not available.



Top

1-818-485-4333

Business Days: 6:00 AM to 6:00 PM PST