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Installation Guide for File Server

Enables patch and package management capabilities in SaaS deployments by providing on-premise file storage that connects securely to your cloud-based ServiceOps instance.

This hybrid architecture allows you to maintain control over file storage while leveraging the benefits of cloud-based ServiceOps. This guide provides step-by-step instructions for installing and configuring the File Server for SaaS deployments.

Key Benefits

  • Hybrid Architecture: Combines cloud-based ServiceOps with on-premise file storage.
  • Security Control: Maintains sensitive patch and package files within your network.
  • Network Efficiency: Reduces bandwidth usage by storing files locally.
  • Compliance: Meets regulatory requirements for data residency.

Prerequisites

System and Network Requirements

System Requirements

  • Operating System: Windows Server 2016+ or Linux (Ubuntu 22.04+, RHEL 9.2+).
  • Hardware: Minimum 4GB RAM, 100GB available disk space recommended.
  • Software: .NET Framework 3.5 for Windows.

Network Requirements

  • Public IP Address: The File Server must have a public IP address accessible from the internet.
  • Connectivity: Bidirectional connectivity between the File Server and the ServiceOps SaaS instance.
  • Firewall: Ports 80 (HTTP) and 443 (HTTPS) must be open.

SaaS Instance Requirements

  • An active ServiceOps SaaS subscription with the Patch Management module enabled.
  • Administrative access to the SaaS portal.

Installation and Configuration

Step 1: Install the File Server

  1. Download: Get the installer for your OS from the Download Links.
  2. Install: Follow the Windows File Server Installation Guide.
  3. Configure SaaS Connection: During installation, provide your SaaS instance URL and the Secure Auth Code.
How to obtain the Secure Auth Code
  1. Log in to your ServiceOps SaaS portal.

  2. Navigate to Admin > Patch Management > Patch Settings > Credential Profile.

  3. Copy the code from an existing profile or create a new one.

Step 2: Post-Installation and Verification

  1. Verify Registration: In your SaaS portal, navigate to Admin > Patch Management > Patch Administration > File Server> Server List and confirm your server appears in the list.

  2. Configure Public URL: Click Edit on the file server and update the File Server URL with its public IP address or domain name (e.g., https://your-public-ip:443).

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    This URL must be accessible from the internet.

  3. Test Connection: Click Test Connection to verify that the SaaS instance can reach your on-premise file server.

Operations and Maintenance

Network and Security

Firewall Configuration

  • Windows: Use netsh advfirewall to create rules allowing inbound traffic on ports 80/443 and outbound traffic to your SaaS instance.
  • Linux: Use ufw or firewall-cmd to allow inbound traffic on ports 80/443 and outbound traffic.

SSL/TLS (Recommended)

For production environments, install a valid SSL certificate on your file server and configure it to use HTTPS. Update the File Server URL in ServiceOps to reflect the change.

Service Management
  • Windows: Manage the "Motadata File Server" service via services.msc, net start/stop, or PowerShell.
  • Linux: Manage the ft-file-server service via systemctl start/stop/restart.
  • Ensure the service is configured to start automatically on boot.
Troubleshooting
  • SaaS Connection Fails: Verify internet connectivity from the file server using ping and telnet to your SaaS domain. Check firewall rules and the Secure Auth Code.
  • Public IP Not Accessible: Ensure your public IP is correct, and check port forwarding rules on your router/firewall if behind NAT.
  • SSL Issues: Verify your certificate is valid and correctly installed.
Performance and Maintenance
  • Optimization: Use SSD storage for better performance and monitor network bandwidth.
  • Maintenance: Implement regular log rotation, certificate renewal alerts, and security updates.