How to Add a Server/Disksafe/Volume

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1 How to Add a Server/Disksafe/Volume The following document will guide you through the steps for adding a server to your HBizzDRP backup manager as well as the needed and associated aspects. Log In: Navigate to the respective backup manager URL and enter the access credentials you have been provided. Once you have logged in, you are greeted by the HBizzDRP Dashboard. The Dashboard offers links to manage all aspects of your backup; including How to Add a Server. Adding a Server When attempting to add a server to your backup manager there are 2 options you can choose from: 1- Use the Add Server wizard from the Dashboard 2- Create the Server, Disk Safe and Volume each from their respective menus. Option 1 is user-friendly and can be used in most scenarios; although there are scenarios that will require you to follow the steps outlined in Option 2. These scenarios will be explained in the Option 2 section. OPTION 1 Add Server Wizard On the Dashboard screen, you will see a link to Add a Server in the top left corner, click on the link.

2 You will now be presented with a Add a Server set up wizard that will guide you through the process. You will now need to enter the relevant information and then choose how you would like to proceed. First enter the Host Name/IP address for the server that you want to back up, once this is complete you have 2 options; deploy agent software or do not deploy agent software. Deploy agent software: If you choose this option there is no need to install the HBizzDRP CDP agent on the server being backed up, it will automatically connect to the server and install the agent software. You will need to enter the administrator credentials to allow the backup manager to connect with the server. It is essential for all Windows operating systems that you reboot the agent side server in order to complete the installation. Note: The deploy agent software feature is only applicable to Windows operating systems that are 2008 and newer Do not deploy agent software: if you choose not to deploy the agent software or are unable to due to OS type then all you need to do is uncheck the box beside Deploy agent software now. If you elect to de-select this option you will be required to install a HBizzDRP CDP agent on the agent server and then add the IP of the backup manager to the configuration utility as an accepted backup manager (this process will be outlined below in Option 2 under Installing agent software ).

3 If you elect to deploy the agent software a window will pop-up that details the agent installation process. When this is completed you will be brought back to the set-up Wizard. Creating a Volume Now you will need to decide where the backup will be stored. Here you will need to select to Create a New Volume option as shown below. After clicking on Add New Volume you will be prompted with the screen below, where you can see the available options on the backup manager server. In this case, select the C drive, fill in the folder field with the name you would like to assign to the Volume Folder and Assign a Volume Name as well.

4 Before moving on to the next step within the set up wizard you have the option to compress backups and encrypt backups. If you choose to encrypt a backup you will be asked for a passphrase choose one that is strong but can be remembered. If you choose to compress a backup (which is highly recommended for storage space and bandwidth that the backup will occupy) you have a number of options for types of compression, they are outlined below. The following options are arranged in terms of compression speed from top to bottom and compression ratio from bottom to top. The fastest compression engine is QuickLZ and the slowest but highest compression ratio can be achieved with ZLib High. QuickLZ (Default) ZLib Low ZLib Medium ZLib High Once you have made your choices for compression and encryption you can click Save within the wizard and you will see the new volume has been created. Now click Next to move to the next step in the Wizard. Choosing a Policy Setting Choosing a policy is where you decide what needs to be backed up, how often, what time of day, and retention (Custom policies can be created, please see our Knowledge Based article Creating Custom Policies for more information.)

5 HBizzDRP will present you with 4 default policy options; Standard, Mission Critical, On Demand Only, and Custom. Standard: for most non-critical production servers Mission Critical: For servers that are mission critical to your business and need to backed up frequently On Demand Only: For servers that only need to be backed up manually Custom: You are able to control all aspects of the policy; please see our Knowledge Based article Creating Custom Policies for more information. For this case we are going be backing up an application server running a critical application where a loss of a half a day s data will be extremely detrimental to the company. Therefore we are going to choose the Mission Critical policy option and click on the Add Server button. After adding the server, a window will demonstrate that all the necessary components have been created; policy, disk safe and volume. You can now begin backing up your server. Option 2 Manually Creating Volume, Disk Safe and Policy This process closely resembles option 1 but is used generally when adding additional servers to an already existing Volume. When using HBizzDRP each server must have its own Disk Safe and Policy but multiple disk safes can be saved in a single volume. The use case for using a single volume to store multiple disk safe s is when your business or

6 client has multiple servers; each server does not need a separate volume. Creating multiple volumes becomes important when you have multiple divisions/clients that you would like to keep separate from each other. If undertaking all three steps within this option, please follow the steps in order. Creating a Volume Within your web portal click on the Volumes tab located in the administration options pane on the bottom left side of the screen. Next you will need to click on the Create New Volume Link at the top left of the screen, a Create New Volume window will appear. Enter the name of the Volume you wish to create, assign it a description and then designate the drive which you would like to store the new volume, as shown above. Once you have completed filling out these fields click Save and you will see a message that states Directory does not exist, Create? click OK, and the volume will be created. Add a Server Within your web portal click on the Servers tab located in the administration options pane on the bottom left side of the screen. Next you will need to click on the Add Server Link at the top left of the screen, an Add Server window will appear.

7 Fill in the fields appropriately, assigning the server with a descriptive name and entering the respective Host Name/IP Address. If you would like to assign a specific port for communication here is where it can be set, default is Once you have completed filling in the fields, click create and you a window will pop up stating the server has been created. Create a Disk Safe Within your web portal click on the Disk Safes tab located in the administration options pane on the bottom left side of the screen. Next you will need to click on the Create New Disk Safe Link at the top left of the screen, a Create New Disk Safe window will appear.

8 You will need to assign a name to the disk safe that will allow you identify with the server it will be assigned to, once this is complete click on the drop down menu and find the server you would like to associate with the disk safe. Last step is to assign it to the correct volume that you created for the client or department. Lastly click Create and a window will appear stating the disk safe was created.

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