1 14000070802 2016-11-17T17:40:22-08:00 14000111348 false Getting Started 1 2016-11-17T17:41:06-08:00 1 1 2016-11-23T11:49:20-08:00 0 1 The Morro Solution is the easiest way to bring the cloud to your local network. You’ll be able to create shared folders on your network, manage users and permissions, and seamlessly share files between distant lands all while enjoying the benefits of having a fully-hosted storage solution in the cloud. The Morro Solution is a combination of easy-to-use hardware (simply plug the CacheDrive into your network), a cloud-based manager (administer your system from anywhere), and your file management policy (how do you want to store and access your files) working together to bring you the best experience of cloud storage available. How you want your files organized is up to you and your team. The CacheDrive is the gateway to your cloud storage. Every gateway needs to be associated with a Morro Account, so let's sign up an account for your team. Sign up for an account An account is created to manage your Morro Solution including devices, users, files, etc. Before you sign up There are some concepts you should be familiar with before signing up for an account. Business Administrator The Business Administrator is the super user for the account. When you create an account, you are also creating the business administrator user. The business administrator can manage the team, is responsible for the billing, and can create other global administrators to administer the site. During account sign up, the business administrator will be asked to enter a valid credit card. For more information about Business Adminstrators, reference the article Business Admin Login vs. User Login Note: The business administrator account cannot be used to access a restricted share through the local network. In order to access the share on the local network, the business administrator must create a standard user for themselves and give that user access to shares to which they want access. Detecting the gateway The system can take up to five (5) minutes to automatically detect the gateway. Only use "Locate by UUID" when connecting to a device that is on a different network. If the gateway has not been detected after five (5) minutes, reference the article The System Does Not Automatically Detect My Device. Gateway Name The name of the gateway is used to connect to the device as a network share. Select a name that can be easily identified in the list of shared computers. The gateway name must be unique on your network. Choose a Service Plan The service plan determines which features and types of cloud data object store you can use with the Morro Data solution. For more information on plans, please refer to the article, Morro Data Service Plans. Team Portal (URL) The team portal is the subdomain for the url used to access the team's Morro Cloud Manager portal. The name is permanent and cannot be changed once the account is created. Pick a name that is between 8 and 20 characters. Now that you are familiar with these concepts for your account, go to https://account.morrodata.com to create your account For detailed information on how to sign up for an account, reference to article Morro Account Sign Up. Next Steps Once the account is created, check out the Quick Start article for a tutorial on how to use the system. <div><p>The Morro Solution is the easiest way to bring the cloud to your local network. You’ll be able to create shared folders on your network, manage users and permissions, and seamlessly share files between distant lands all while enjoying the benefits of having a fully-hosted storage solution in the cloud.</p><p><br></p><p>The Morro Solution is a combination of easy-to-use hardware (simply plug the CacheDrive into your network), a cloud-based manager (administer your system from anywhere), and your file management policy (how do you want to store and access your files) working together to bring you the best experience of cloud storage available.</p><p><br></p><p>How you want your files organized is up to you and your team. The CacheDrive is the gateway to your cloud storage. Every gateway needs to be associated with a Morro Account, so let's sign up an account for your team.</p><p><br></p><h1>Sign up for an account</h1><p>An account is created to manage your Morro Solution including devices, users, files, etc.<br><br></p><h2><u>Before you sign up</u></h2><p>There are some concepts you should be familiar with before signing up for an account.</p><p><br></p><ul><li><strong>Business Administrator</strong><p>The Business Administrator is the super user for the account. When you create an account, you are also creating the business administrator user. The business administrator can manage the team, is responsible for the billing, and can create other global administrators to administer the site. During account sign up, the business administrator will be asked to enter a valid credit card.</p><p><br></p><p>For more information about Business Adminstrators, reference the article <a href="https://support.morrodata.com/support/solutions/articles/14000045531" target="_new">Business Admin Login vs. User Login</a></p><p><br></p><em>Note: The business administrator account cannot be used to access a restricted share through the local network. In order to access the share on the local network, the business administrator must create a standard user for themselves and give that user access to shares to which they want access.</em><p><br></p></li><li><strong>Detecting the gateway</strong><p>The system can take up to five (5) minutes to automatically detect the gateway. Only use "Locate by UUID" when connecting to a device that is on a different network. If the gateway has not been detected after five (5) minutes, reference the article <a href="https://support.morrodata.com/support/solutions/articles/14000050027" target="_new">The System Does Not Automatically Detect My Device</a>.</p><p><br></p></li><li><strong>Gateway Name</strong><p>The name of the gateway is used to connect to the device as a network share. Select a name that can be easily identified in the list of shared computers. The gateway name must be unique on your network.</p><p><br></p></li><li><strong>Choose a Service Plan</strong><p>The service plan determines which features and types of cloud data object store you can use with the Morro Data solution. For more information on plans, please refer to the article, <a href="https://support.morrodata.com/support/solutions/articles/14000067865">Morro Data Service Plans</a>.</p><p><br></p></li><li><strong>Team Portal (URL)</strong><p>The team portal is the subdomain for the url used to access the team's Morro Cloud Manager portal. The name is permanent and cannot be changed once the account is created. Pick a name that is between 8 and 20 characters.</p></li></ul><p><br></p><p>Now that you are familiar with these concepts for your account, go to <a href="https://account.morrodata.com" target="_new">https://account.morrodata.com</a> to create your account</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14028896198/original/UzKMO36RPm-bCAgs9lqWTIBTnO9N7VWP7A.png?1522278472" class="inline-image fr-dii fr-draggable" alt="r-iNGvQ4M8-lOuIUnceaIbx8UhhWtM7elQ.png" title="r-iNGvQ4M8-lOuIUnceaIbx8UhhWtM7elQ.png" style="height: 320px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14028896198/original/UzKMO36RPm-bCAgs9lqWTIBTnO9N7VWP7A.png?1522278472" data-fileid="14028896198" data-uniquekey="1522278466994"></p><p><br></p><p>For detailed information on how to sign up for an account, reference to article <a href="https://support.morrodata.com/support/solutions/articles/14000035362" style="background-color: rgb(255, 255, 255);" target="_new">Morro Account Sign Up</a>.</p><p><br></p><hr><h2>Next Steps</h2><p>Once the account is created, check out the <a href="https://support.morrodata.com/support/solutions/articles/14000048174" target="_new">Quick Start</a> article for a tutorial on how to use the system.</p></div> 14000111348 526 14000050563 2020-02-06T12:31:27-08:00 14036891460 1 2 0 1 Creating an Account 2018-04-11T22:08:31-07:00 14003076026 1 2016-10-21T14:17:58-07:00 0 0 After creating an account, let's get familiar with some of the basic parts of the solution. Understanding how to do these simple pieces is the key to getting the most out of your solution. In order to use your Morro Solution, you need to connect to your CacheDrive and add files to your shares. You can do this by following these two steps: Step 1: Create FileSystem (BYOS or Cloud File System) Step 2: Access your local network shared folder Step 3: Add your files to a share When you created your account in CloudNAS Business or CloudNAS Enterprise, the system added a default share to your account called GlobalShare1. We will connect to this share and copy some files to that folder. For CSG and BYOS users, you will first need to create your File System. Note: By default, the system creates the GlobalShare1 with Read/Write Permission. You need to create at least one user in the system in order to access that share. Step 1. Create Your File System (BYOS or Cloud File System only) If you're using BYOS or Cloud File System (CFS) plan, you first need to create the File System including a Cloud Storage Group, Storage Pool, and Share. For more information on how to create a cloud storage group, refer to the article File System - Create Cloud Storage Group. For more information on how to create a pool, refer to the article File System - Create Pool and Share. For more information on how to create a share, refer to the article File System - Create Pool and Share. Step 2. Access your local network shared folder CacheDrive enables you to access your cloud files through the local network. When you created your account, you gave your gateway a name. The gateway name is used to access the local network shared folder. In addition to the gateway name, the system created your first shared folder and called it GlobalShare1. The share folder is accessible to everyone using a guest account by default. Access shared folder on PC If you're logged into a Windows PC, access the share by opening the Run window by typing "Win+R" or going to "Start->Run". In the Run window, type \\your_gateway_name\GlobalShare1. For example, if your gateway is named "mygateway", then type "\\mygateway\GlobalShare1" in the run window and click OK Note: If the same network username and password is used in Morro Data as in your Windows login, the system will not prompt the user for their credentials. Otherwise, Windows will prompt you for valid credentials to access the share. A Windows Explorer window will open at the location of the network share. For more information on accessing your shared folder on PC, please see the article How to Access Your Gateway - PC. Access shared folder on Mac If you're logged into a Mac, access the share by opening the Connect to Server window by typing "command+K" and typing "smb://your_gateway_name/GlobalShare1" in the "Server Address" field. For example, if your gateway is named "mygateway", then type "smb://mygateway/GlobalShare1" and click Connect. When prompted for your name and password for "mygateway", choose "Guest" and click Connect. Note: If the system will not prompt the user for their credentials regardless if Guest Access is enabled. Morro Data strongly recommends using a Registered username and password to access the share at all time. A new Finder window will open with at the network share folder. For more information on how to connect to the network shared folder on Mac, please see the article How to Access Your Gateway - Mac Step 3. Add your files to a share Place a file in the share. By storing files in the network share, you can begin sharing files with team members and users outside your organization, you will save space on your computer's hard drive, and you will have all your data backed up Copy files to a Share on a Mac Copy files to a Share on a PC Next Steps Once the Quick Start has been completed, check out the Getting My Business Setup article for a tutorial on how to configure the system to meet the needs of your business. <div dir="ltr"><p>After <a href="https://support.morrodata.com/support/solutions/articles/14000050563" rel="noreferrer noopener" target="_new">creating an account</a>, let's get familiar with some of the basic parts of the solution. Understanding how to do these simple pieces is the key to getting the most out of your solution.</p><p><br></p><p>In order to use your Morro Solution, you need to connect to your CacheDrive and add files to your shares. You can do this by following these two steps:</p><ul><li><a href="#csgs" rel="noreferrer noopener">Step 1: Create FileSystem (BYOS or Cloud File System)</a></li><li><a href="#networkdrive" rel="noreferrer noopener">Step 2: Access your local network shared folder</a></li><li><a href="#addfiles" rel="noreferrer noopener">Step 3: Add your files to a share</a></li></ul><p><br></p><p>When you created your account in CloudNAS Business or CloudNAS Enterprise, the system added a default share to your account called GlobalShare1. We will connect to this share and copy some files to that folder. For CSG and BYOS users, you will first need to create your File System.</p><p><em>Note: By default, the system creates the GlobalShare1 with Read/Write Permission. You need to create at least one user in the system in order to access that share.</em></p><p><br></p><h2><a href rel="noreferrer noopener">Step 1. Create Your File System (BYOS or Cloud File System only)</a></h2><p>If you're using BYOS or Cloud File System (CFS) plan, you first need to create the File System including a Cloud Storage Group, Storage Pool, and Share.</p><ul><li>For more information on how to create a cloud storage group, refer to the article <a href="http://support.morrodata.com/support/solutions/articles/14000066925" rel="noreferrer noopener" target="_blank">File System - Create Cloud Storage Group</a>.</li><li>For more information on how to create a pool, refer to the article <a href="http://support.morrodata.com/support/solutions/articles/14000036256#createpool" rel="noreferrer noopener" target="_blank">File System - Create Pool and Share</a>.</li><li>For more information on how to create a share, refer to the article <a href="http://support.morrodata.com/support/solutions/articles/14000036256#createshare" rel="noreferrer noopener" target="_blank">File System - Create Pool and Share</a>.</li></ul><p><br></p><h2><a name="networkdrive" rel="noreferrer noopener">Step 2. Access your local network shared folder</a></h2><p>CacheDrive enables you to access your cloud files through the local network. When you created your account, you gave your gateway a name. The gateway name is used to access the local network shared folder. In addition to the gateway name, the system created your first shared folder and called it GlobalShare1. The share folder is accessible to everyone using a guest account by default.</p><p><br></p><h3><u>Access shared folder on PC</u></h3><p>If you're logged into a Windows PC, access the share by opening the <em>Run</em> window by typing "Win+R" or going to "Start-&gt;Run". In the Run window, type \\<em>your_gateway_name</em>\GlobalShare1. For example, if your gateway is named "mygateway", then type "\\mygateway\GlobalShare1" in the run window and click OK</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14006577452/original/screenshot-run-window-network-path.PNG?1477101523" class="inline-image fr-dii" data-id="14006577452" alt="screenshot-run-window-network-path.PNG" title="screenshot-run-window-network-path.PNG"></p><p><br></p><p><em>Note: If the same network username and password is used in Morro Data as in your Windows login, the system will not prompt the user for their credentials. Otherwise, Windows will prompt you for valid credentials to access the share.</em></p><p><br></p><p>A Windows Explorer window will open at the location of the network share.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14006701358/original/screenshot-network-folder-pc.PNG?1477331687" class="inline-image fr-dii" data-id="14006701358" alt="screenshot-network-folder-pc.PNG" title="screenshot-network-folder-pc.PNG" style="width: 494px; height: 259px;"></p><p><br></p><p>For more information on accessing your shared folder on PC, please see the article <a href="https://morro.freshdesk.com/support/solutions/articles/14000038349" rel="noreferrer noopener" style="background-color: rgb(255, 255, 255);" target>How to Access Your Gateway - PC</a>.</p><p><br></p><h3><u>Access shared folder on Mac</u></h3><p>If you're logged into a Mac, access the share by opening the Connect to Server window by typing "command+K" and typing "smb://your_gateway_name/GlobalShare1" in the "Server Address" field. For example, if your gateway is named "mygateway", then type "smb://mygateway/GlobalShare1" and click <strong>Connect</strong>.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14006576671/original/screenshot-connect-to-server-mac.png?1477094833" class="inline-image fr-dii" data-id="14006576671" alt="screenshot-connect-to-server-mac.png" title="screenshot-connect-to-server-mac.png"></p><p><br></p><p>When prompted for your name and password for "mygateway", choose "Guest" and click <strong>Connect</strong>.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14006576682/original/screenshot-network-share-credentials-guest.png?1477094945" class="inline-image fr-dii" data-id="14006576682" alt="screenshot-network-share-credentials-guest.png" title="screenshot-network-share-credentials-guest.png"></p><p><em>Note: If the system will not prompt the user for their credentials regardless if Guest Access is enabled. Morro Data strongly recommends using a Registered username and password to access the share at all time.</em></p><p><br></p><p>A new Finder window will open with at the network share folder.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14006577270/original/screenshot-network-share-folder-mac-empty.png?1477100386" class="inline-image fr-dii" data-id="14006577270" alt="screenshot-network-share-folder-mac-empty.png" title="screenshot-network-share-folder-mac-empty.png"></p><p>For more information on how to connect to the network shared folder on Mac, please see the article <a href="https://morro.freshdesk.com/support/solutions/articles/14000038110" rel="noreferrer noopener" style="background-color: rgb(255, 255, 255);" target="_blank">How to Access Your Gateway - Mac</a></p><p><br></p><h2><a name="addfiles" rel="noreferrer noopener">Step 3. Add your files to a share</a></h2><p>Place a file in the share. By storing files in the network share, you can begin sharing files with team members and users outside your organization, you will save space on your computer's hard drive, and you will have all your data backed up</p><p><br></p><h3><u>Copy files to a Share on a Mac</u></h3><p><br></p><h3><u>Copy files to a Share on a PC</u></h3><p><br></p><hr><h2>Next Steps</h2><p>Once the Quick Start has been completed, check out the <a href="https://support.morrodata.com/support/solutions/articles/14000050032" rel="noreferrer noopener" target="_new">Getting My Business Setup</a> article for a tutorial on how to configure the system to meet the needs of your business.</p></div> 14000111348 496 14000048174 2020-02-06T12:32:53-08:00 14036891460 2 2 0 0 Quick Start Guide 2020-08-17T14:50:14-07:00 14003076026 1 2016-11-17T19:16:32-08:00 0 0 After you have completed the Quick Start, it is time to get the business ready to start using the Morro solution. Getting the business setup involves understanding how files should be organized and how users should be setup to access those files. From a single user to multiple users with multiple offices, an organization is a composition of different roles. Roles can be identified by departments or by employees. Thinking about the roles in your company will determine how files will be used in your business. Once you understand the roles in your company, setting up how files are accessed will be handled by two concepts: managing shares and managing users. Roles/Departments Here are some sample roles or departments you may have in your business. Marketing Sales Human Resource (HR) Managers Engineering Employees who perform the same roles in your business will need to work with similar types of files. You will want to keep files related to a role in the same area in your system to make them easier to find. In addition, you may grant or limit access to files based on a employee's role in a company. For example, HR has access to private employee information that should only be accessible by employees in the HR department. Managing Users Morro Data supports several modes for managing users: Morro Data Users Mode Active Directory Azure Active Directory LDAP For more information on the different user modes, please refer to the following articles:  Morro Users Mode Active Directory Mode Azure AD Mode LDAP mode Note: For this article, we will set up users under Morro Data Users Mode. You can switch modes at a later time. Add each employee as a user in your Morro Solution. Users with similar roles should be placed in the same group. Create Groups Groups can be named according to department or roles in the business such as 'Accounting', or 'HR'. To create groups, reference the article Team Page - Create Group Add Users to Groups Add Users to the groups based on their department or roles. Users must be assigned to a primary group. You can set the user's primary group when creating the user or from the manage user panel. You can also add users as members of other groups from the Group page. Select a group and add users from the manage group panel. For example, you may have a user whose primary role is in the sales department. This user may also need access to files in the marketing department. To set this up, you would create the user with the primary group "sales" and then add the user as a member of the group "marketing". Global Administrators If you are the creator of the account, then your account is the Business Administrator. However, you may want to grant other users permissions to manage users, shares, and devices. In order to do this, you need to promote your users to Global Administrators. Users with Global Administrator roles can log into the Morro Cloud Manager and perform administrative duties in the system. To promote a user to Global Administrator, please see the account info section of this article: Manage Morro Account - Business Admin Managing Shares Shares are a top-level network folder that manages groups of files that need to be accessed based on roles of users or groups in your organization. For example, you may have a share for all the sales people in your organization and a different share for all the marketing people in your organization. Pools Shares are grouped together in pools. Pools represent where and how your files are stored. Currently, pools manage the versioning and prefetch policy for files saved in the shares in the pool. Shares Access permissions to files are controlled by a share. Shares can grant or limit access based on users, groups, and/or gateways. Create some shares based on departments or roles. For example, you can create a share for Sales and one for Marketing. Once the share is created, set the access permission for the users using the manage share panel Next Steps Once the business is setup to use Morro solutions, check out the Setup Two Office Locations article for a tutorial on how to configure the system when you have multiple offices. <div dir="ltr"><p>After you have completed the <a href="https://support.morrodata.com/support/solutions/articles/14000048174" rel="noreferrer noopener" target="_new">Quick Start</a>, it is time to get the business ready to start using the Morro solution. Getting the business setup involves understanding how files should be organized and how users should be setup to access those files.</p><p><br></p><p>From a single user to multiple users with multiple offices, an organization is a composition of different roles. Roles can be identified by departments or by employees. Thinking about the roles in your company will determine how files will be used in your business. Once you understand the roles in your company, setting up how files are accessed will be handled by two concepts: managing shares and managing users.</p><p><br></p><h1>Roles/Departments</h1><p>Here are some sample roles or departments you may have in your business.</p><ul><li>Marketing</li><li>Sales</li><li>Human Resource (HR)</li><li>Managers</li><li>Engineering</li></ul><p><br></p><p>Employees who perform the same roles in your business will need to work with similar types of files. You will want to keep files related to a role in the same area in your system to make them easier to find. In addition, you may grant or limit access to files based on a employee's role in a company. For example, HR has access to private employee information that should only be accessible by employees in the HR department.</p><p><br></p><h1>Managing Users</h1><p>Morro Data supports several modes for managing users:</p><ul><li>Morro Data Users Mode</li><li>Active Directory</li><li>Azure Active Directory</li><li>LDAP</li></ul><p><br></p>For more information on the different user modes, please refer to the following articles: </div><div dir="ltr"><a href="https://support.morrodata.com/support/solutions/articles/14000072768" rel="noreferrer noopener" target="_blank"></a><a href="https://support.morrodata.com/en/support/solutions/articles/14000097321">Morro Users Mode</a></div><div dir="ltr"><a href="https://support.morrodata.com/support/solutions/articles/14000072768" rel="noreferrer noopener" target="_blank">Active Directory Mode</a></div><div dir="ltr"><a href="https://support.morrodata.com/en/support/solutions/articles/14000084551">Azure AD Mode</a></div><div dir="ltr"><a href="https://support.morrodata.com/en/support/solutions/articles/14000096393">LDAP mode</a><br><p><br></p><p><em>Note: For this article, we will set up users under Morro Data Users Mode. You can switch modes at a later time.</em></p><p><br></p><p>Add each employee as a user in your Morro Solution. Users with similar roles should be placed in the same group.</p><p><br></p><h2>Create Groups</h2><p>Groups can be named according to department or roles in the business such as 'Accounting', or 'HR'. To create groups, reference the article <a href="https://support.morrodata.com/support/solutions/articles/14000035384#creategroup" rel="noreferrer noopener" target="_new">Team Page - Create Group</a></p><p><br></p><h2>Add Users to Groups</h2><p>Add Users to the groups based on their department or roles. Users must be assigned to a primary group. You can set the user's primary group when <a href="https://support.morrodata.com/support/solutions/articles/14000035384#creategroup" rel="noreferrer noopener" target="_new">creating the user</a> or from the <a href="https://support.morrodata.com/support/solutions/articles/14000035384#edituser" rel="noreferrer noopener" target="_new">manage user</a> panel.</p><p><br></p><p>You can also add users as members of other groups from the Group page. Select a group and add users from the <a href="" rel="noreferrer noopener" target="_new">manage group</a> panel.</p><p><br></p><p>For example, you may have a user whose primary role is in the sales department. This user may also need access to files in the marketing department. To set this up, you would create the user with the primary group "sales" and then add the user as a member of the group "marketing".</p><p><br></p><h2>Global Administrators</h2><p>If you are the creator of the account, then your account is the Business Administrator<a href="" rel="noreferrer noopener" target="_new"></a>. However, you may want to grant other users permissions to manage users, shares, and devices. In order to do this, you need to promote your users to <a href="" rel="noreferrer noopener" target="_new"></a>Global Administrators. Users with Global Administrator roles can log into the <a href="" rel="noreferrer noopener" target="_new">Morro Cloud Manager</a> and perform administrative duties in the system.</p><p><br></p><p>To promote a user to Global Administrator, please see the account info section of this article:</p><p><a href="https://support.morrodata.com/en/support/solutions/articles/14000049328">Manage Morro Account - Business Admin</a></p><p><br></p><h1>Managing Shares</h1><p>Shares are a top-level network folder that manages groups of files that need to be accessed based on roles of users or groups in your organization. For example, you may have a share for all the sales people in your organization and a different share for all the marketing people in your organization.</p><p><br></p><h2>Pools</h2><p>Shares are grouped together in pools. Pools represent where and how your files are stored. Currently, pools manage the versioning and prefetch policy for files saved in the shares in the pool.</p><p><br></p><h2>Shares</h2><p>Access permissions to files are controlled by a share. Shares can grant or limit access based on users, groups, and/or gateways.</p><p><br></p><p>Create some shares based on departments or roles. For example, you can create a share for Sales and one for Marketing. Once the share is created, set the access permission for the users using the manage share panel</p><p><br></p><hr><h2>Next Steps</h2><p>Once the business is setup to use Morro solutions, check out the <a href="https://support.morrodata.com/support/solutions/articles/14000050034" rel="noreferrer noopener" target="_new">Setup Two Office Locations</a> article for a tutorial on how to configure the system when you have multiple offices.</p></div> 14000111348 301 14000050032 2020-08-17T15:35:39-07:00 14036891460 3 2 0 0 Getting My Business Setup 2020-08-17T15:35:39-07:00 14003076026 1 2016-11-17T19:17:05-08:00 0 0 Some businesses have multiple offices that need to sync and share files. As we discussed in the article Getting My Business Setup, your business is a composition of different roles. Employees performing these roles may be in different departments in the same office or in the same department in different offices. Morro Data makes setting up two offices to sync and share files easy. Note: To setup sync and share between two offices, you'll need to have two CacheDrive cloud storage gateways. Step 1: Create your account with MorroData and your first device. Step 2. Add your second gateway through the Morro Cloud Manager. Step 3: Think about and setup each office to use the CacheDrives. Once the gateways are installed, you need to think about how to set up your Global File System to control how users will access files in the system. Configure Your Offices Most businesses will have the following scenarios: Files that need to be shared between your two offices. Files that should only be accessed by your main office (HQ). Files that should only be accessed by your remote office (Remote). Pools and Shares Your first step is to see if you need to create Pools. Pools are best thought of as virtual policies for your files such as where and how it stored. For example, right now MorroData offers different versioning policies such as 30 days, or all copies forever. Note: The location of the office is not as important as how the files stored within pool need to be treated. Most businesses will only need to have 1 pool with many shares. We will use this method to setup multiple offices to have different types of file access. Once you create a share you will be able to assign which CacheDrive has access to it. Here is an example: You create the following shares with an idea of which location should have access to them Accounting (HQ) HR (HQ) Finance (HQ) Engineering (HQ + Remote) Design (HQ + Remote) Docs (Remote) Follow the instructions here on how to specify which gateway gets access to which share. Next Steps For more information on how to setup multiple offices, reference the article Basic Configuration for Two Offices in the User's Guide. <div> <p>Some businesses have multiple offices that need to sync and share files. As we discussed in the article <a href="https://support.morrodata.com/support/solutions/articles/14000050032" target="_new">Getting My Business Setup</a>, your business is a composition of different roles. Employees performing these roles may be in different departments in the same office or in the same department in different offices. Morro Data makes setting up two offices to sync and share files easy.</p> <i>Note: To setup sync and share between two offices, you'll need to have two CacheDrive cloud storage gateways.</i> <p><br></p> <ul style="list-style: none;"> <li>Step 1: <a href="https://support.morrodata.com/support/solutions/articles/14000050563" target="_new">Create your account</a> with MorroData and your first device.</li> <li>Step 2. <a href="https://support.morrodata.com/support/solutions/articles/14000034151" target="_new">Add your second gateway</a> through the Morro Cloud Manager.</li> <li>Step 3: Think about and <a href="https://support.morrodata.com/support/solutions/articles/14000050032" target="_new">setup each office</a> to use the CacheDrives.</li> </ul> <p><br></p> <p>Once the gateways are installed, you need to think about how to set up your <a href="https://support.morrodata.com/support/solutions/articles/14000034140" target="_new">Global File System</a> to control how users will access files in the system.</p> <p><br></p> <h1>Configure Your Offices</h1> <p>Most businesses will have the following scenarios:</p> <ul> <li>Files that need to be shared between your two offices.</li> <li>Files that should only be accessed by your main office (HQ).</li> <li>Files that should only be accessed by your remote office (Remote).</li> </ul> <p><br></p> <h1>Pools and Shares</h1> <p>Your first step is to see if you need to create Pools. Pools are best thought of as virtual policies for your files such as where and how it stored. For example, right now MorroData offers different versioning policies such as 30 days, or all copies forever.</p> <i>Note: The location of the office is not as important as how the files stored within pool need to be treated.</i><p></p> <p><br></p> <p>Most businesses will only need to have 1 pool with many shares. We will use this method to setup multiple offices to have different types of file access.</p> <p><br></p> <p>Once you create a share you will be able to assign which CacheDrive has access to it.</p> <p><br></p> <h2>Here is an example:</h2> <p><br></p> <p>You create the following shares with an idea of which location should have access to them</p> <ul style="list-style: none;"> <li>Accounting (HQ)</li> <li>HR (HQ)</li> <li>Finance (HQ)</li> <li>Engineering (HQ + Remote)</li> <li>Design (HQ + Remote)</li> <li>Docs (Remote)</li> </ul> <p><br></p> <p>Follow the instructions here on <a href="https://support.morrodata.com/support/solutions/articles/14000050470" target="_new">how to specify which gateway gets access to which share.</a> </p> <hr> <h2>Next Steps</h2> <p>For more information on how to setup multiple offices, reference the article <a href="https://support.morrodata.com/support/solutions/articles/14000036122" target="_new">Basic Configuration for Two Offices</a> in the <a href="https://support.morrodata.com/support/solutions/14000069473" target="_new">User's Guide</a>. </p> </div> 14000111348 299 14000050034 2020-02-06T12:33:37-08:00 14036891460 4 2 0 0 Setting Up Two Office Locations 2016-12-02T10:43:35-08:00 14003076026 1 2016-09-20T17:57:27-07:00 0 0 Once set up your Morro Account, you may create Shares and User Accounts for immediate storage access. A Share is a folder which can be accessed from Windows, Mac, or other clients using SMB protocol. A default share named GlobalShare1 is created by the system automatically. As the Business Admin, you can create more shares according to your business needs. Create Shares: 1. Login to Morro Cloud Manager, go to FILE SYSTEM page 2. Click on "Create Share" in the upper left. 3. In the Create Share panel, enter share the Name and optional Comment. Select the Pool in which to create the share, then the Share Type. Enable Guest Access if required, then click Create. Create User Accounts Each team member needs an User Account to use the Morro Cloud Storage via the Morro Gateway on the LAN or the cloud-based Team Portal. 1. Go to TEAM page in Morro Cloud Manager and select USER sub page from the the top. 2. Click on "Create User" in the upper left. 3. In the Create User panel, enter the Network User name, Full name, Email, and select a primary and optional secondary groups for this User. Then click "Create User". 4. The created User then will be listed in Team/User page with "pending" status. You may repeat step 2 and 3 to create more Users. The newly created User will receive an email for account creation verification. The user needs to follow the link in the email and create his/her own password. 5. Once the user finishes the email verification, the User Account creation process is completed. The User now can access the Morro Cloud Storage via Team Portal. Read User Login with User Name... for more. <div dir="ltr"><div dir="ltr"><div dir="ltr"><div><p>Once set up your Morro Account, you may create Shares and User Accounts for immediate storage access.</p><p><br></p><p>A Share is a folder which can be accessed from Windows, Mac, or other clients using SMB protocol. A default share named GlobalShare1 is created by the system automatically. As the Business Admin, you can create more shares according to your business needs.</p><p><font size="4"><br></font></p><p><font size="4">Create Shares: <br></font></p><p><font size="4"><br></font></p><p>1. Login to <a href="#MCM" target="">Morro Cloud Manager,</a> go to <strong>FILE SYSTEM</strong> page</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14070026933/original/syjjvSyyonS9D1O432GtwFVL5lgaVkL44w.png?1597704688" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="14070026933"></p><p><br></p><p>2. Click on "Create Share" in the upper left.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14070026946/original/_p8zck40-HBuZAtiRijtztqR_e4ptM-OvA.png?1597704730" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="14070026946"></p><p><br></p><p>3. In the <strong>Create Share</strong> panel, enter share the Name and optional Comment.</p><p>Select the Pool in which to create the share, then the Share Type.</p><p>Enable Guest Access if required, then click Create.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14070026966/original/Pg18cd1UmIFqkp3jlAVgwM5i4nh5F5v9Kw.png?1597704797" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="14070026966"></p><p><br></p><hr><p><br></p><p><font size="4">Create User Accounts</font></p><p><br></p><p>Each team member needs an User Account to use the <a href="#Morro%20Cloud%20Storage" target="">Morro Cloud Storage </a>via the <a href="#Gateway" target="">Morro Gateway</a> on the LAN or the cloud-based <a href="#Team%20Portal" target="">Team Portal.</a></p><p><a href="#Team%20Portal" target=""></a><br></p><p>1. Go to <strong>TEAM</strong> page in <a href="#MCM" target="">Morro Cloud Manager</a> and select <strong>USER</strong> sub page from the the top.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14070027257/original/1AsE1Kt94AefQ0gPTvw2_ma1igjhQXeYKw.png?1597705412" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="14070027257"></p><br><p><br></p><p>2. Click on "Create User" in the upper left.</p><p><br></p><p>3. In the <strong>Create User</strong> panel, enter the Network User name, Full name, Email, and select a primary and optional secondary groups for this User. Then click "Create User".</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14070027304/original/MNLqHkBHXVTU2Pt7UlLIBDiZbvt5wIfhmg.png?1597705533" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="14070027304"></p><br>4. The created User then will be listed in <strong>Team/User</strong> page with "<strong><em>pending</em></strong>" status. You may repeat step 2 and 3 to create more Users.</div><div><br><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/14070027488/original/sx2zm7PzDKSdUm4EOsciM6hobhy5hbQG6A.png?1597705883" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="14070027488"></p><p><br></p><p>The newly created User will receive an email for account creation verification. The user needs to follow the link in the email and create his/her own password.</p><p><br></p><p>5. Once the user finishes the email verification, the User Account creation process is completed.</p><p><br></p><p>The User now can access the Morro Cloud Storage via Team Portal. Read <a href="https://morro.freshdesk.com/solution/articles/14000045549-user-login-with-user-name" target="">User Login with User Name..</a>. for more.</p><p><br></p></div></div></div></div> 14000111348 116 14000045683 2020-08-17T16:17:52-07:00 14036891460 5 2 0 0 Creating Shares and User Accounts 2020-08-17T16:17:52-07:00 14003076026 1 2018-02-07T17:33:28-08:00 0 0 You’ve created your account and connected to your CacheDrive. Now you are excited to immediately load up the system with all your files. This on-boarding document outlines some best practice and tips that will make this as seamless as possible. Morro Data makes it very easy to copy your data files into the MorroFS by using the CacheDrive as a local file server. You can simply drag and drop your data structure directly into the Shares on the CacheDrive. But there are some things to be aware of that affect how your system will on-board the data. Processing the data will still take time and we've got some tips that we highly suggest you follow for a smooth transitioning experience.  Best practices for on-boarding your data: 1. Use Morro Migrate or Replicate shares to import files Morro Data supports multiple share types and the Replicate share is designed for processes such as uploading large data sets to the cloud. Replicate shares are single master, multi-site and can be upgraded to Sync shares once the upload process is complete. Use Morro Migrate or Replicate Shares to on-board files.  2. Work with your files in batches. CacheDrives process files in real-time. Putting a lot of data in at once means the system has to process that data at once. Because the CacheDrive is so effective as a local file server, it’s easy to copy a large amount of data into the device at once. If you need to get data into the system faster, consider discussing with the Morro Data team on how to get a device with a larger cache. 3. Give the system time to process the data sets. Let the data reach the cloud. We sync in real-time in order to provide the most effective replication for multiple sites. That being said, putting a lot of data into multiple CacheDrives at the same time gives us a lot to do. We want to make sure your data is all securely entered into the cloud before we start to sync all that data. We recommend that you copy data into one CacheDrive at a time and ensure that data has all sync'd to the cloud before continuing. 4. Copy your most recently accessed files last. The CacheDrive will evict files based on the criteria of least accessed files first. This means that files that have been untouched the longest get removed from the CacheDrive to make room for new files or downloaded files. For this reason, we recommend that you copy your most recently active files to the CacheDrive last. If they are copied to the drive first, then they have a high chance of being removed to make room for the rest of your files. Users would then have to download the files again to the CacheDrive in order to work with them. 5. If using Sync software, make sure the file timestamps are not altered by the software. Copy programs such as Robocopy use the timestamp to determine whether a file has changed. In some instances, the there is a small difference in time (+2 seconds) in the modified date/time of a file that is created when the file is copied. This date/time difference on the file change will make the sync software believe that files have changed and attempt to sync the files again. Make sure any flags related to this process such as (/FFT in Robocopy) is enabled to prevent this problem. Another way is to use Backup mode rather than Sync mode. Backup mode is a one-way Sync. Please see the following note on Robocopy, Robocopy causing the queue to increase too much. As usual, we encourage if you have any questions or want some to learn some additional ways to help get your data into the system. Our team is here to help! <p>You’ve created your account and connected to your CacheDrive. Now you are excited to immediately load up the system with all your files. This on-boarding document outlines some best practice and tips that will make this as seamless as possible.</p><p><br></p><p>Morro Data makes it very easy to copy your data files into the MorroFS by using the CacheDrive as a local file server. You can simply drag and drop your data structure directly into the Shares on the CacheDrive.</p><p><br></p><p>But there are some things to be aware of that affect how your system will on-board the data. Processing the data will still take time and we've got some tips that we highly suggest you follow for a smooth transitioning experience. </p><p><br></p><h1>Best practices for on-boarding your data:</h1><p><br></p><h2>1. Use Morro Migrate or Replicate shares to import files</h2><p><br></p><p>Morro Data supports multiple share types and the Replicate share is designed for processes such as uploading large data sets to the cloud. Replicate shares are single master, multi-site and can be upgraded to Sync shares once the upload process is complete.</p><p><br></p><p>Use <a href="https://support.morrodata.com/en/support/solutions/articles/14000097398-morro-migrate" rel="noreferrer noopener" target="_blank">Morro Migrate</a> or <a href="https://support.morrodata.com/en/support/solutions/articles/14000102434" rel="noreferrer noopener" target="_blank">Replicate Shares to on-board files.</a> </p><p><br></p><h2>2. Work with your files in batches.</h2><p><br></p><p>CacheDrives process files in real-time. Putting a lot of data in at once means the system has to process that data at once. Because the CacheDrive is so effective as a local file server, it’s easy to copy a large amount of data into the device at once. If you need to get data into the system faster, consider discussing with the Morro Data team on how to get a device with a larger cache.</p><p><br></p><h2>3. Give the system time to process the data sets.</h2><p><br></p><p>Let the data reach the cloud. We sync in real-time in order to provide the most effective replication for multiple sites. That being said, putting a lot of data into multiple CacheDrives at the same time gives us a lot to do. We want to make sure your data is all securely entered into the cloud before we start to sync all that data. We recommend that you copy data into one CacheDrive at a time and ensure that data has all sync'd to the cloud before continuing.</p><p><br></p><h2>4. Copy your most recently accessed files last.</h2><p><br></p><p>The CacheDrive will evict files based on the criteria of least accessed files first. This means that files that have been untouched the longest get removed from the CacheDrive to make room for new files or downloaded files. For this reason, we recommend that you copy your most recently active files to the CacheDrive last. If they are copied to the drive first, then they have a high chance of being removed to make room for the rest of your files. Users would then have to download the files again to the CacheDrive in order to work with them.</p><p><br></p><h2>5. If using Sync software, make sure the file timestamps are not altered by the software.</h2><p><br></p><p>Copy programs such as Robocopy use the timestamp to determine whether a file has changed. In some instances, the there is a small difference in time (+2 seconds) in the modified date/time of a file that is created when the file is copied. This date/time difference on the file change will make the sync software believe that files have changed and attempt to sync the files again. Make sure any flags related to this process such as (/FFT in Robocopy) is enabled to prevent this problem. Another way is to use Backup mode rather than Sync mode. Backup mode is a one-way Sync. Please see the following note on Robocopy, <a href="https://support.morrodata.com/support/discussions/topics/14000009719" rel="noreferrer noopener" target="_blank">Robocopy causing the queue to increase too much.</a></p><p><br></p><p>As usual, we encourage if you have any questions or want some to learn some additional ways to help get your data into the system. Our team is here to help!</p><p><br></p> 14000111348 108 14000081349 2020-02-06T12:34:49-08:00 14036891460 6 2 0 0 Uploading My Data 2020-02-06T12:34:49-08:00 14003076026