The Carbonite Appliance HT10 User Guide

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1 The Carbonite Appliance HT10 User Guide Keep business moving with the Carbonite Appliance HT10. The hybrid data solution that s just right for your clients. For assistance, reach the Carbonite Support team at

2 User Guide Table of Contents Order 3 Setup 4 Register Configure Build recovery media Manage & Monitor 7 Monitor current backup View backups Configure and schedule Change upload times Monitor available space Manage space Add a new device Restore 9 File and folder recovery Bare metal restore Restore to dissimilar hardware Restore from the cloud Best Practices 12 Troubleshooting 13 Replacement 14 Cancellation 15 2 Carbonite For assistance, reach the Carbonite Support team at

3 Order your Carbonite Appliance HT10 Appliances may be shipped to any address you choose, however only one shipping address can be used for each order. If you are purchasing multiple Appliances and wish to send them each to a different address, please execute each order separately. The Appliance will arrive via FedEx. Each Appliance shipment can be tracked in the Carbonite Partner Portal under Accounts and then Appliance. You ll see a status column including shipment date and a FedEx tracking number. Appliances will be assigned to an account when you set them up. 3 Carbonite For assistance, reach the Carbonite Support team at

4 Setup your Carbonite Appliance HT10 What s in the box: 1 Carbonite Appliance HT10 1 Power cord 1 USB flash drive with Carbonite software 1 Blank USB flash drive for building recovery media 1 Welcome note with setup instructions Setting up the Carbonite Appliance HT10 is easy. Be sure to have your Carbonite Partner account information handy. Please note that you ll need to save the USB drive as well as all original packaging for returns or replacements. Using your client s network, follow these steps: 1. Power up the Appliance and connect to the network. 2. Plug the USB flash drive containing the Carbonite software into the desired device. 3. Run the application and follow the instructions. If there is more than one Appliance in the network, you will be prompted to choose which Appliance connects to which device. Once you are connected, a browser window will automatically launch and direct you to the Carbonite Appliance dashboard where you can manage and monitor the Appliance. To return to the dashboard later, use the IP address of the Appliance as the dashboard URL. 4 Carbonite For assistance, reach the Carbonite Support team at

5 Setup your Carbonite Appliance HT10 Register your Carbonite Appliance HT10 Once you ve set up the Appliance and launched the dashboard, you can register the Appliance: 1. Log in to the dashboard using your Carbonite Partner account information. 2. Accept the Terms of Service. 3. Select the client account associated with the Appliance, or create a new account. Configure the Appliance After the Appliance is successfully registered, you can configure the backup schedule for each device. 1. Nickname the device (optional). 2. Choose drives to back up. Check all the drives you would like to be included in the backup set. 3. Choose how often you want the backup to run. Set up a recurring backup schedule and a date to begin backing up. Select the frequency of each incremental backup as well as full backups. It s recommended to perform incremental backups every day and a full backup every 30 days. If you choose a weekly or monthly backup schedule, select which day(s) the backup should occur. 4. Set retention policy by either time or number of full backups. 5. Set cloud upload times. It s recommended to allow cloud upload during off hours as the cloud upload may affect the network activity. 6. Choose to begin first full backup now (recommended) or wait until the first scheduled backup. After the backup schedule is configured, you will be directed to the main dashboard page where you can monitor the Appliance and all data activity. The first backup may take a few minutes to begin. 5 Carbonite For assistance, reach the Carbonite Support team at

6 Setup your Carbonite Appliance HT10 Build recovery media Once the first backup has begun, it s important to build recovery media as soon as possible to help your client recover faster in the event of a failure. You will only need to do this once for each Appliance. To build recovery media, click Recovery Media on the dashboard and initialize the builder for the device you are protecting. Please note: you will need the blank USB flash drive included in the box to build and store the recovery media. On the device you ve selected, a separate window will launch to take you through this process. You may need to download a Windows ADK from the Microsoft website (this may take significant time to download). 6 Carbonite For assistance, reach the Carbonite Support team at

7 Manage & Monitor your Carbonite Appliance HT10 The Carbonite Appliance HT10 is easy to manage. Simply launch the dashboard using the IP address of the Appliance as the dashboard URL. Monitor current backup The Appliance dashboard will display the status of the current backup snapshot for each device being protected, both locally and on the cloud. A green check means the backup was successful and a red X means it has failed. While the backup is in progress, the icon will be purple and show a percentage of data backed up. The dashboard will also display the date and time of the last successful backup, the next scheduled backup and the number of previous backups. All successful backups are stored on the Appliance and copied to the cloud. View backups [link] To see a backup history, click View Backups. You ll see the status and size of every backup. Configure and schedule [link] It s easy to change the configuration and schedule for each device. Simply log in to the dashboard to change these settings: Name of device Drives included in the backup set Frequency of backups Time and date of backup schedule Retention policy 7 Carbonite For assistance, reach the Carbonite Support team at

8 Manage & Monitor your Carbonite Appliance HT10 Change upload times [button] Click the Upload Times button to change your cloud upload schedule. Edit the time range that you allow upload to the cloud by clicking the cloud upload button. It is recommended that you keep cloud uploads to off-peak hours as it may affect your network speed. Monitor available space The dials at the left side of the dashboard display available space locally and on the cloud. Manage space [button] By clicking Manage Space on the dashboard, you can delete all but the most recent full backup set. Just check the box next to each set and click Delete. This will delete all but the most recent local and cloud backups. One full backup set is required so your client is protected at all times. Add a new device [button] You can use the same USB flash drive from the Appliance s original shipment to install the software on a new device. You can also download the software from the Appliance dashboard, then follow the same setup process. 8 Carbonite For assistance, reach the Carbonite Support team at

9 Restore your data with your Carbonite Appliance HT10 Whether you re restoring a single file or an entire system, the Carbonite Appliance HT10 makes it easy. File and folder recovery To retrieve an individual file, turn on the device where the file was last stored. Then follow these steps: 1. Right click the Carbonite icon in the task bar. 2. Choose Restore Files to launch the File Restore program. 3. Follow the prompts to open a specific backup and search for the file or folder you re restoring. Bare metal restore To restore a system, you ll need the USB drive where the recovery media was built and stored. Once you ve located that, follow these steps: 1. Plug in the USB drive containing the recovery media and launch the recovery operating system. 2. Choose the Bare Metal Recovery Launcher. 3. Enter the Appliance s IP address. This can be found on the Appliance dashboard or by attaching a monitor to the Appliance. 4. Choose the device you want to restore. 5. Use the Bare Metal Restore Wizard to select what you would like to restore. 6. Once completed, restart the device to boot into the recovered operating system. 9 Carbonite For assistance, reach the Carbonite Support team at

10 Restore your data with your Carbonite Appliance HT10 Restore to dissimilar hardware If you are restoring to dissimilar hardware, perform the steps on the previous page. Then launch the P2P Adjust OS Wizard to adjust Windows OS to the new hardware. Before you begin, make sure you have all appropriate drivers for the new hardware ready to go (not zipped or in.exe files). After launching the P2P Adjust OS Wizard, follow these steps: 1. Select the original Windows system that you want to adjust to the new hardware. For multiple systems, re-launch the Wizard for each. 2. Choose to adjust automatically (recommended) or set parameters manually. 3. If the Wizard fails to find certain drivers, you may need to search for them via the Wizard to select the appropriate path. 4. Confirm the operation and apply changes to complete the restoration. 5. Reboot the system. Windows will automatically reconfigure all Plug and Play devices. 10 Carbonite For assistance, reach the Carbonite Support team at

11 Restore your data with your Carbonite Appliance HT10 Restore from the cloud If the Appliance itself is damaged during a disaster, follow these steps to restore data from the cloud: 1. Call Carbonite Customer Support ( ) to order a replacement Appliance. 2. A new Appliance will be shipped via FedEx and FedEx will pick up your old Appliance. 3. Uninstall and reinstall all Carbonite software on protected devices. 4. When the new Appliance arrives, connect it to the same network as those devices. 5. Log in to the Appliance dashboard using your Carbonite Partner account information. 6. Put the Appliance in Recovery Mode and download all backed up data from the cloud onto the new Appliance. 7. After the download finishes, you can continue backing up data or if necessary, perform a bare metal restore to the backed up device(s). 11 Carbonite For assistance, reach the Carbonite Support team at

12 Best Practices for managing your Carbonite Appliance HT10 Follow these best practices to most effectively manage the Carbonite Appliance HT10: Back up to the cloud during off hours. Perform a full backup at least once a month. Create recovery media upon setting up the Appliance. Keep recovery media in a different location than the device being protected. 12 Carbonite For assistance, reach the Carbonite Support team at

13 Troubleshooting your Carbonite Appliance HT10 If you re experiencing a problem, try the following troubleshooting solutions. If you are seeing unexpected information on the dashboard: Refresh your browser If the device cannot detect the Appliance: Make sure the Appliance is connected to the network If they are not in same sub network, connect a monitor to the Appliance to retrieve its IP address and manually enter the IP address in the connect to Appliance dialog Make sure software is running in an Administrator login If you experience local backup failures: Ensure that the device is connected to the Appliance by right-clicking the task bar icon Make sure all Windows Service Packs are up to date, especially on older operating systems Run the Windows Check Disk utility on the drives being protected to check or correct any disk corruption If you experience cloud backup failures: Ensure that the Appliance is connected to the internet Make sure that you can log into the Appliance dashboard If you are experiencing these issues - or any issue - and troubleshooting on your own is unsuccessful, please visit the Knowledge Base ( reseller) or call the Customer Support team for help: Carbonite For assistance, reach the Carbonite Support team at

14 Replacement of your Carbonite Appliance HT10 If the Appliance is not functioning properly and you have exhausted all troubleshooting options, we will either replace the Appliance hardware or send a technician to fix your existing Appliance. If an advanced replacement is necessary, follow these steps: 1. Call Carbonite Customer Support at to report a malfunction. 2. A new Appliance will be shipped via FedEx and FedEx will pick up your old Appliance. 4. Uninstall and reinstall all Carbonite software on protected devices. 5. When the new Appliance arrives, connect it to the same network as those devices. 6. Log in to the Appliance dashboard using your Carbonite Partner account information. 7. Put the Appliance in Recovery Mode and download all backed up data from the cloud back onto the Appliance. 8. After the download finishes, you can continue backing up data or perform a bare metal restore. Please note that the original hardware must be returned within 10 days or you will be subject to penalty*. *Appliance hardware must be returned within 10 days to avoid a non-refundable replacement fee equal to the costs incurred by Carbonite for return, repair, replacement (if applicable), and recirculation of the hardware, as determined by Carbonite. 14 Carbonite For assistance, reach the Carbonite Support team at

15 Cancellation of your Carbonite Appliance HT10 If your client wishes to cancel their subscription to the Carbonite Appliance HT10, follow these steps: 1. Call Carbonite Support at to cancel the subscription. 2. Return the Appliance hardware. We will coordinate with you to pick up the old Appliance hardware. Please note that the original hardware must be returned within 10 days or you will be subject to penalty*. Note: if clients cancel within 30 days of purchase, they are eligible for our money-back guarantee. Simply return the Appliance per the instructions above and you will receive a refund for the first month s subscription. * Appliance hardware must be returned within 10 days to avoid a non-refundable replacement fee equal to the costs incurred by Carbonite for return, repair, replacement (if applicable), and recirculation of the hardware, as determined by Carbonite. For assistance, reach the Carbonite Support team at Carbonite For assistance, reach the Carbonite Support team at

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