HelpAndManual_unregistered_evaluation_copy by BackupAgent BV
Index Online Backup Client 3.9 1 1. Benefits 2 2. Features 3 3. System Requirements 4 4. Setup 5 5. Client 8 5.1 Registration Wizard... 9 5.2 Backup Wizard... 12 5.3 Online Backup Client... 15 5.3.1... Online Backup Home 5.3.2... Backup Data 5.3.3... Restore Data 5.3.4... Options 5.3.5... Support and Help 5.3.6... Logs and Reports 16 16 19 20 21 21 5.4 Microsoft SQL Server 2000/2005... 24 5.4.1... Introduction 5.4.2... Backup how-to 5.4.3... Backup requirements 5.4.4... Further notes on backup procedures 5.4.5... Restore how-to 5.4.6... Restore requirements 5.4.7... Further notes on restore procedures 24 24 25 25 26 28 28 5.5 Microsoft Exchange 2000/2003... 29 5.5.1... Introduction 5.5.2... Backup how-to 5.5.3... Backup requirements 5.5.4... Further notes on backup procedures 5.5.5... Restore how-to 5.5.6... Restore requirements 5.5.7... Further notes on restore procedures 29 29 31 31 31 32 33 5.6 Windows System State... 34 5.6.1... Backup how-to 5.6.2... Backup requirements 5.6.3... Further notes on backup procedures 5.6.4... Restore how-to 5.6.5... Restore requirements 6. How To..? 34 34 35 35 35 36 6.1 Work with tasks... 37 6.1.1... Create a new backup task 6.1.2... Manually start a backup task 6.1.3... Manually start the last performed task 6.1.4... Manually start the next scheduled task 6.1.5... Delete a scheduled backup task 37 41 42 42 43 6.2 Work with backed up data... 44 6.2.1... View versions of a backuped file 6.2.2... Restore backed up data 44 45
6.2.3... Delete backed up files 46 6.3 Use wizards... 48 6.3.1... Use Registration wizard 6.3.2... Use Backup wizard to create backup task 6.3.3... Use Restore wizard to restore backed up data 48 50 53 6.4 View reports... and logs 56 6.4.1... View report of last backup 6.4.2... View reports 6.4.3... View logs 6.4.4... Clean log list 6.4.5... Clean report list 56 57 59 61 63 6.5 Change program options... 65 6.5.1... Change account password 6.5.2... Change default restore directory 6.5.3... Change temporary files directory Disclaimer 65 66 67 68
Online Backup Client 3.9 Product Information Product: Version: Online Backup Client 3.9.0.1 By BackupAgent BV Page 1 of 70
1. Benefits The Online Backup Client has a lot of benefits for an end user. They are given below: Install and online within 5 minutes Automatic online backups and offline backup(local or removable hard disk) Convenient User Interface Incremental data traffic. Low bandwidth required High data security SSL connection (HTTPS) Encryption of data with AES 128 and 256 Bits Save encryption key at trusted third party (optional) Automatic update (always the latest version) Page 2 of 70
2. Features The Online Backup Client has several features. It supports different kind of data. It can backup normal data but also specific data. Supported Data Favorites Microsoft Outlook Microsoft Outlook Express Microsoft SQL 2000/2005 Microsoft Exchange 2000/2003 Windows System state A user can make one or more scheduled tasks to backup data automatically ( e.g. daily, weekly). This can be scheduled whenever a user wants. When an internet connection is not available, the Online Backup Client can also perform a local backup. Users can save the local backup file onto a removable hard disk, so the backup is safe and secured on an external disk. This results in a self-extractable executable which can be shipped to the online backup service provider. This service provider will include the files in the remote backup account. The Online Backup Service also includes a Management Console, which can be accessed through an internet browser (e.g. Internet Explorer). It has several functions: Access your data Change user settings (e.g. password) Overview of your backups through logs and reports Page 3 of 70
3. System Requirements The Online Backup Client is supported on different platforms. They are given below. Platforms Windows XP Home / Professional Windows Server 2000 / 2003 / Small Business Server On each platform the.net framework (1.1) needs to be installed. If the framework is not installed the setup will install the framework automatically. Hardware requirements: PC with 300 megahertz (MHz) or higher processor clock speed recommended 128 MB memory 25 MB of disk space Internet connection (e.g. ADSL, SDSL) Page 4 of 70
4. Setup You can install the Online Backup Client by downloading it from your Online Backup Provider. The setup has a size of 2 Mbytes. After executing the setup you can choose your own language. Currently English, Dutch, French, German and Spanish are supported. Choose language To continue with the setup you have to click the ok button. Setup Online Backup Client To continue with the setup you have to click the Next button. Afterwards you will have to accept the license agreement, choose the installation directory and if you want a short cut on your desktop. If the.net framework is not yet installed on your computer, the setup will download and install the framework first. Please see the figure below. Page 5 of 70
Installing.Net Framework The setup will install the.net Framework before installing the Online Backup Client. Downloading.Net Framework Downloading and installing the.net Framework (23 Mbytes) can take a few minutes. Page 6 of 70
Finishing setup The Online Backup Client is successfully installed on your computer. Page 7 of 70
5. Client Page 8 of 70
5.1 Registration Wizard When the client is started for the first time it will start with the registration wizard. The Registration Wizard guides a user to fill in the credentials and encryption key. With the encryption key user data will be encrypted and decrypted. Introduction wizard To continue with the registration you have to click the Next button. User account Here a user needs to fill in the username and password. To navigate to the previous window the user can click on the Back button. Note: This screen also displays the computer name which will be registered at the Online Backup Service to store all files. Note: If a user does not remember his password he can click on the link below the password text field. A reminder will then be sent to his registered email address. Note: If there is a problem with the username and password, the Online Backup Client will show a prompt that signing in is not possible. Several causes can apply to this: The username and/or password does not exist or is incorrect The time on the client machine differs very much from the real time (more than 24 hours) Page 9 of 70
The Online Backup Client can not access the online services while port 443 (SSL) is blocked by an anti-virus or firewall on the network The next wizard page will ask you to set a encryption key. The purpose of this key is to encrypt all files before transferring them to the Online Backup Server and decrypt the files from the Online Backup Server when restoring them. The next screenshot shows how to set the encryption key. Encryption Key The user must type an encryption key and then confirm this key. A user can only set the encryption key once. After setting the encryption key it cannot be changed. If the user forgets the encryption key, the data encrypted with this key cannot be accessed anymore. Please write down the encryption key in a safe place. IMPORTANT: This key is unique an can only be chosen once. Treat this key with great care, since it required to restore your files after a system crash. Note: It is possible to store the encryption key at a trusted third party. This is an optional service. Please ask your Online Backup Provider for further information. Note: It is possible to store a reminder which can be sent to your personal email address. In this wizard the field to enter the reminder will change into a link: Forgot your encryption key?. End of introduction wizard The wizard is now finished. By clicking on the Finish button the wizard will close. The window will present the option to start the Backup Wizard if no backup task is configured on the client Page 10 of 70
machine. This is normally the case when installing a new account. Page 11 of 70
5.2 Backup Wizard The backup wizard provides a clear and friendly way to detect important data for backup and let s the user configure a first backup task in a convenient way. Start of backup wizard To continue with the wizard you have to click the Next button. Set the task The first view in the wizard allows the user to name the task. It also provides a combobox with profiles of important data. Selecting an item in the combobox will also show a description of what the profile contains. The next view will allow the user to set the schedule for the backup task. Page 12 of 70
Set a schedule To specify a schedule a user can set the time and frequency of the schedule. By default the schedule is a daily schedule and the time is the current time. Other schedules can be once backup, weekly schedules and monthly schedules. Now the backup task is fully specified and will appear in the client as a task. The user can click Finish or can go back to change the task by clicking Back. For extra backup options, the user can click at "Advanced" button. End of backup wizard The first view of "Advanced" allows the user to select filters on the data in the task Page 13 of 70
Select a filter The screenshot shows how to filter a task to backup only word-files. The user has to add a filter and determines if the filter ignores the files ( except files ) or allows only the files in the filter and ignores all other files ( Only files ). Specify filter To specify a filter, regular search expressions can be inserted: Only doc files: *.doc (all WORD document files will be backed up) Only files starting with hello: hello* (all file names starting with hello will be backed up) A specific file: ntuser.dat The next view of "Advanced" will allow the user to determine if he wants to backup locally. When checking the box, the backup will be performed locally. In the textbox below the checkbox the user can specify the exact location for the backup (a local folder on the pc or an external medium.) Select type of backup Tip: a removable harddisk can also be selected as a local backup location.. Click at "Finish" button to save the advanced option in the backup task. Page 14 of 70
5.3 Online Backup Client This is the main screen of the Online Backup Client. Several components are displayed in the figure below: 1. Toolbar 2. Common Tasks 3. Account Information 4. Manage tasks 5. Main panel (e.g. Online Backup Client Home) 6. Backup Details Figure 13 - Main screen 1. Toolbar On top of the window a toolbar is displayed. The toolbar offers navigation functions to switch to views. The following buttons are on the toolbar: Back: Forward: Home: Options: About: Goes to the previous view in the main panel Goes to the next view in the main panel Goes to the home view of the application Opens the options dialog Shows information of the Online Backup vendor 2. Common Tasks BackupAgent Home: Backup Data: Restore Data: Support & Help: Logs & Reports: Start View Select local data for a backup Select remote data for a restore View contact information for support View information on executed backups 3. Account Information Shows account details like account name, total storage space, status and usage. 4. Manage tasks Offers a tree view of all defined backup tasks. 5. Main Panel The main panel is the working space of BackupAgent. Depending on what the user wants to do, this panel will show the necessary views. Page 15 of 70
6. Backup Details Shows detailed information during a backup or restore of the progress. A user can click the button Details for more information. 5.3.1 Online Backup Home When you start the Online Backup Client it will show the Online Backup Client Home view. This view shows the status of the last and the next backup task. It also offers a link to download and update software if a new version is available. An example is given below. Online Backup Home View 5.3.2 Backup Data There are several ways to make a backup of user data. Users can backup data with the view Backup Data. The Backup Data view is given below. Backup Data Create or change backup task Page 16 of 70
To create or change a backup task: Click on Backup Data in Common Tasks Click on New Task to create a new task. Select the task in the tree view on the right. Now you can configure: 1. Data 2. Schedule 3. Filter 4. Local backup Data To select data click on the Data node in the tree view. The data view will be displayed: Select backup data Click on Start task to save the backup set and start the backup immediately Click on Apply to save the backup set Click on Undo to undo changes in the backup set Click on "Delete" to delete the current task Note: If a folder is checked with a grey background only a subset of this folder is part of the backup set. Note: A light grey square in front of a file or folder means that it is not possible to select the item as a part of the backup set. Schedule It is also possible to define a schedule for a backup task. By clicking on Schedule node in the tree view the following view appears: Page 17 of 70
Set a schedule The schedule view is similar to the schedule window in the backup wizard. Click on Apply to save the changes for the schedule. Click on Undo to undo changes. Filter The third node in the tree view is Filter and offers the possibility to set a filter on the selected backup data. The following view appears: Filter view A filter offers three types of filter options: Check the Show hidden files checkbox to include hidden files in the backup set. Select the Only files radio button to exclude all data, except the files in the filter Select the Except files radio button to exclude the files in the filter. A filter expression can be added to the filter. This is a regular expression (like *.*). Local Backup The fourth node in the tree view is Local backup and allows the user to make a backup on the local harddisk. It is also possible to use a removable harddisk as location. The following view appears: Page 18 of 70
Local backup view By checking Backup Locally, a default local backup directory will be displayed in the Location textbox. The user can change the directory by clicking on the browse button which is located at right of the Location textbox. Click on Apply to confirm this action. 5.3.3 Restore Data User data can be restored at the Restore Data view. A user can select different kinds of data. User files can be restored per file and per folder. Please see the figure below. Restore Data The view shows a collection of computers in the tree view. These computers are the base of the backup schedules. If BackupAgent is or (was previously) installed on a computer this computer will show in this screen. To restore the latest versions of a set of files/folders: Browse to the file or folder using the tree view or list view Select the item you wish to restore Click on [Restore latest] You can specify the location of the restore files. BackupAgent will now restore all files to the selected folder Note: If a file already exist in the restore folder a prompt appears that allows you to skip, rename or Page 19 of 70
overwrite the file. 5.3.4 Options In the option screen a user can set different kind of settings. Please see for an overview below. Options view General options In this view it is possible to let the program start when the computer starts and automatically install updates when available. It is also possible to check sending backup and restore emails on and off. Finally the language of the application can be changed. Click on Ok to save the changes. Account In this view you can change the password of the account. Backup & Restore Versioning: In this view the maximum number of versions of backed up files is specified. Default value is 3 versions VSS: In this view the Volume Shadow Copy service can be set. If the checkbox is checked the Online Backup Client will backup open files using Volume Shadow Copies. This is only supported in Windows XP and 2003. Exchange: In this view backup of an Exchange server can be activated. If this is activated a node for Exchange Server will appear in Backup Data SQL Server: In this view backup of SQL server can be activated. If this is activated a node for SQL Server will appear in Backup Data Restore: In this view the default restore folder can be specified. This is the folder where files are restored to when the user did not choose a restore folder Advanced Advanced settings in client/server communication can be fine-tuned in this view. - Current Service Status: Shows if the Online Backup Service is running. This service performs backups when the client is not running Page 20 of 70
- Check for adding Backup/Restore reports to windows logs. - Advanced Encryption Type: Supports 128 bits and 256 bits encryption. - Temporary folder: This is the folder where temporary files are stored before they are transferred to the server. Connection: Timeout factor: This is a service based timeout interval that can be set depending on the speed and reliability of the internet connection. It is a multiplier of the default timeout interval of 10 seconds. Bandwidth usage: allows the user to adjust upload speed in percentage (%). 5.3.5 Support and Help Clicking on Support and Help will give contact details of your online backup service provider. 5.3.6 Logs and Reports Clicking on Logs and Reports will give a chronological overview of important events. Logs and Reports The user can view logs or reports. If the user chooses to view logs the next view will appear: Page 21 of 70
Log view Three types of events can occur: Information: This is information on progress of the backup or restore procedure Warning: Non fatal errors occurred during backup or restore process. Error: A fatal error has occurred in the Online Backup Client. Sometimes errors and warnings come with a default action. For example, if a file is skipped during a backup task you can repeat the backup of this file by double-clicking on the warning message. Details of the log message can be viewed by clicking on [View]. This shows a dialog with detailed information of the message. Log Details Note: If an action is related to the message a user can click on [Start action]. This will start the associated action. Page 22 of 70
Reports The reports view shows a history of reports. The user can view the status of the past backups and restores: Report view Double-clicking on a report will show report details: Report details Page 23 of 70
5.4 Microsoft SQL Server 2000/2005 5.4.1 Introduction By default, BackupAgent does not show the MS SQL Server in the Backup Data panel. Backup of MS SQL Server can be activated by selecting 'Activate SQL Server Backup' in the options menu. BackupAgent supports backup and restore of SQL Server 2000 and SQL Server 2005. The location of the SQL Server BackupAgent should connect to can also be set in this options panel. By default, this location is '127.0.0.1' (which is the local machine) for SQL Server 2000 and '.\sqlexpress' for SQL Server 2005. BackupAgent can connect to the server using Integrated Security or by a user provided username/password combination. SQL option view 5.4.2 Backup how-to In order to create a backup of a MSSQL database the database resource must be checked in the selection window of the BackupAgent application. When a connection to the Server can be established, the MSSQL Server icon will be visible in the Folders pane of the Backup Files window. Databases that can be backed up will be listed in the Files pane of the Backup Files window. Selected databases will be added to the current schedule and will be backed up as a regular file without any further user action required. Page 24 of 70
Select SQL database for backup After clicking on Start Task, the backup starts immediately Actual backup of SQL database 5.4.3 Backup requirements 1. A connection to the Server is created using Integrated Security or by a user provided username/password combination. In any case the BackupAgent application must be provided with sufficient rights to perform the SQL backup procedures. 2. User permissions for MSSQL are described here (http://www.microsoft.com/technet/prodtechnol/sql/2000/maintain/sqlbackuprest.mspx). In order to create a backup of a database, the user that connects to the Server must be assigned the sysadmin Server Role and the db_backupoperator and dbo_owner DB roles. 5.4.4 Further notes on backup procedures 1. BackupAgent connects to the local MSSQL Server so only backups of local databases can be performed. 2. The tempdb database can not be backed up or restored. Do not select this database for backup. 3. BackupAgent can perform 'full' and 'differential' backups on MSSQL Server. The backup method that will be used is chosen automatically and is optimized for available network bandwidth and performance. Page 25 of 70
5.4.5 Restore how-to Databases that are available for restore can be found in the remote files view of the BackupAgent application, in the MS SQL Server folder of the computer that was used to create the backup. Inside the MS SQL Server folder is a folder that has the name of the SQL Server and contains the backed up databases which can be selected for restore. When the restore procedure is started the user is asked for a destination folder of the database files. Please note that this location will be the location where MS SQL Server will mount the restored database. The default location that is used by MS SQL Server to store database files is C:\Program Files\Microsoft SQL Server\MSSQL\Data. BackupAgent will try and download the database that is to be restored and insert it into the local instance of MS SQL Server. Note: if a database with the same name already exists on the local Server, it will be overwritten. Select SQL database for restore Select restore location Choose one of the three restore location. Page 26 of 70
Select restore folder After you have chosen "Alternative" restore location, you get a browse tree to select your desired restore location. Retrieving database files from server Page 27 of 70
SQL database restore: finalizing restore & mounting may require some time... SQL database restore, finished 5.4.6 Restore requirements 1. BackupAgent must be provided with correct permissions to perform the restore operation. According to Microsoft (http://www.microsoft.com/technet/prodtechnol/sql/2000/maintain/sqlbackuprest.mspx) the user that connects to the Server must have the sysadmin and dbcreator Server roles and db_owner DB role assigned to it. 2. A restore of the master database can only be performed when the Server is in single user mode. SQL Server can be started in single user mode from the command line using the -m command line option: "\Program Files\Microsoft SQL Server\MSSQL\Binn\sqlservr" -m. 5.4.7 Further notes on restore procedures 1. BackupAgent connects to the local MSSQL Server so only restores into the local Server can be performed. Page 28 of 70
5.5 Microsoft Exchange 2000/2003 5.5.1 Introduction If Exchange Server is present on the local computer, support for Backup & Restore can be activated in the Options panel of BackupAgent. When the 'Activate Exchange Backup' checkbox is selected, BackupAgent will search for an instance of Exchange on the local computer immediately after starting the application. BackupAgent supports backup and restore for Exchange 2000 and Exchange 2003. Exchange options Note: Check "Make Exchange backup in "copy mode"" will not truncate the logs after a full backup of exchange. 5.5.2 Backup how-to When support for Backup and Restore for Exchange has been activated in the options panel, "Exchange" will be visible in the Folders pane of the Select Files view in the BackupAgent application. Below the "Exchange" node it is possible to select complete Servers, Storage Groups and single Stores for backup. Items that are selected will be added to the current backup schedule. Apart from the requirements listed below, performing a backup of an Exchange item is not different from doing backups of regular files and does not involve any further user actions. Page 29 of 70
Select Exchange files Select your Exchange data. Click on "Start" button to start the backup. Backup Process: determine backup size & pre-upload steps Backup Process: actual backup Page 30 of 70
5.5.3 Backup requirements 1. Exchange must be installed and running on the local computer in order to perform backups. It is possible, however, to create a backup of Stores on non-local servers that are listed in the Folders pane of the Select Files view. 2. An Exchange Store that is requested to be backed up must be mounted in order to be accessed. Dismounted Stores may appear in the Files View but can not be backed up. 3. The user that performs a backup must be assigned backup and restore privileges on the local machine (and of any remote server on which a backup is performed). 5.5.4 Further notes on backup procedures 1. Backups are always performed at Store level. 2. BackupAgent performs full or differential backups depending on what gives the optimal result with respect to network bandwidth usage and performance. However, since differential backups require a continuous series of log files, it is not possible to use third party software when BackupAgent is used to schedule backups of Exchange. This also holds vice versa. 3. The first time Exchange is backed up, a full backup will be performed. Depending on how large the Stores are considered, the backup may take a significant amount of time (up to one hour and over for Stores measuring GBs) apart from the time needed to upload the Stores to the remote backup servers. 5.5.5 Restore how-to Exchange Stores that can be restored are listed in the remote files view of BackupAgent in the MS Exchange folder. This folder holds sub folders for every Exchange Server that has been backed up from the local computer. When the restore operation is started the selected Stores will be downloaded to the local machine and restored to the local instance of Exchange. If the 'Use Exchange restore Auto Completion' the requested stores will automatically be inserted into Exchange and mounted. Note: this feature is only available for Exchange 2003. Alternatively, BackupAgent will stop immediately after downloading the Stores in order to allow the system administrator to perform a manual restore. Restore operations on Microsoft Exchange can be somewhat sensitive to various system settings. Therefore, please consider the requirements and further notes listed below before initiating the restore process. Select Exchange data Page 31 of 70
Select restore location Restore Exchange Store: restore process may require some time.. Restore Exchange Store: restore finished 5.5.6 Restore requirements 1. Although backups of Exchange Stores can be performed remotely, restores can not. Stores will always be offered to the local instance of Exchange Server. 2. Before an Exchange Store can be restored, assure that the following two conditions apply: the Store must be dismounted. the Store must accept restore operations. Page 32 of 70
These operations can be done using the System Manager: select Start > Programs > Microsoft Exchange > System Manager. Then, in Administrative Groups, select the local server and expand the Stores list. Select the Store that needs to be restored, right-click the Store and select Dismount Store. Again, right-click the Store and select Properties. Within Properties, select the Database tab. Select 'This database can be overwritten by a restore'. Exchange Restore requirement: This database can be overwritten by a restore'. 5.5.7 Further notes on restore procedures 1. Restoring Exchange can be a complex operation and may result in loss of data. It is advised to be very careful when restoring Exchange Stores and only do so when no other method is available to retrieve lost data. 2. It is possible that when Exchange needs to be restored, e.g. when the system has been fatally crashed, a discontinuity occurs between the series of log files that is present on the server and the series of files offered by the BackupAgent restore. In this case: double check that the Store has been dismounted; copy the existing database and log files from the Exchange working directory to a save place (do not delete them before restore completed successfully); delete the log files in the Exchange working directory; double check that the Store accepts restores ('This database can be overwritten by a restore'); retry to restore the database using BackupAgent. When problems persist: download the backup file set using BackupAgent in order to get the files to the local computer, but do not finalize the restoring process. This feature can be enabled by unselecting the 'Use Exchange restore Auto Completion' in the Options panel; try to perform the restore manually using the ESEUTIL.EXE utility provided by Microsoft. 3. Useful information on Exchange restore processes is logged by Exchange and can be viewed using the Event Viewer. Page 33 of 70
5.6 Windows System State 5.6.1 Backup how-to In the Folders pane of the Backup Files window of the BackupAgent application, a checkbox can be used to select the System State for backup. When the backup is started BackupAgent will run ntbackup to perform the actual backup of the System State and then upload the backup file to the remote server. Performing a backup of the System State should be a straightforward operation and involves no special user action. 5.6.2 Backup requirements BackupAgent uses Window's ntbackup tool to generate a backup of the computers' System State. There are no further requirements to perform a System State backup. Selecting System State for backup. Actual backup of system state is performed by ntbackup utility. Page 34 of 70
5.6.3 Further notes on backup procedures 1. Please note that pressing Cancel during ntbackup's backup procedure cancels the backup but will not report an error. 2. Windows XP Home Edition does not support ntbackup by default. To use System State backup features of OnlineBackupClient please install the ntbackup program. The following URL will provide more information: http://www.windowsitpro.com/article/articleid/24413/24413.html 5.6.4 Restore how-to Restoring a System State involves three steps: 1. Select the version of the System State that needs to be restored from the System State folder on the remote files view of BackupAgent. 2. Starting the restore will download the System State backup file to the selected local folder. 3. After downloading the backup file, the restore can be completed manually using ntbackup. * ntbackup can be started by selecting Start > Programs > Accessories > System Tools > Backup. Select the System State version that needs to be restored in the ntbackup tool. When the restore is started, the tool will most probably fail to connect to the backup media file because of an incorrect location. The user is then offered the possibility to browse to the location where BackupAgent placed the restore file. Select the correct file and complete the restore using the ntbackup tool. Select system state to restore. 5.6.5 Restore requirements Restoring the System State is performed using Window's ntbackup tool and requires some basic user action as described above. Page 35 of 70
6. How To..? Page 36 of 70
6.1 Work with tasks 6.1.1 Create a new backup task In this chapter you will learn how to create a backup task manually (without the backup wizard). Backupagent 2006 home First click on Backup Data in the "Common Tasks" panel. Backup Data A list of backup tasks is shown in the main panel. These tasks are also shown in the "Manage tasks" panel. Page 37 of 70
New backup task Click on the "new task" button at the lower left of the main panel. A new task is added to the main task list, which has the default name "Default Task". The task can also be found in the "manage tasks" panel too. Task information First we will make sure that the task gets a clear name and description. Click on the default task in the "Manage Tasks" panel. In the main panel appears a screen in which you can change the name, and set a description. A good name and description helps you to separate the different tasks from each other. Page 38 of 70
Selecting Data To select the data for this backup click on "Data" in the tree node below the task (manage tasks panel). A file browser in the main panel allows you to easily select all desired data by checking the boxes in front of the files, folders or disks. You can also check 'Favorites' and 'Microsoft Outlook', at the top of the tree. Set schedule Next step is setting the frequency of the performance of this task. There for click on "Schedule", situated under "Data" in the "Manage Tasks" panel. You have very extended options to set the frequency, First choose "monthly", "weekly", "daily" or "once". Second you can refine the frequency in the "Start At" form. Page 39 of 70
Set filter It is possible to exclude file types from a backup, or you can only include files of one type. To do so, click on "Filter" in the "Manage task" panel. Filter options will appear, first choose if you want to only-include ("Only files") or exclude files ("Except files"). Next you can add file types or extensions to the include/exclude list. For instance, if you want to exclude Bitmap-files, just enter *.bmp and click on the "add" Button. Local backup Normally you will backup to a server, but you can also backup locally. If you want to backup on a local harddisk, click on "Local backup" (Manage Tasks) and check the "Backup locally" option. The backup will be saved in a local directory, at the location you fill in. If you choose for a local backup there will be no backup to the server (via internet). The local backup-file is a zipfile which includes all backed up data. Page 40 of 70
6.1.2 Manually start a backup task Next to the scheduled backups you can manually start any task at any moment. To do so, click on "Backup Data" in "Common Tasks" panel. Backup Data Select the desired task in the task list in the main panel. Backup started After you have selected the task, click at lower right corner on the 'Start task' button. You can see the details while the task is performing by clicking on 'Details'. Page 41 of 70
6.1.3 Manually start the last performed task If you want to start the last performed backup task immediately, there is a very fast and easy way to do that. On the home page of the client you can see the status of the last performed task and next task that will be performed. Overview with last and next task Look at the last performed task ("Last backup") and click on the 'Start task' link at the right of it. 6.1.4 Manually start the next scheduled task If you want to start the next scheduled backup task immediately, there is a very fast and easy way to do that. On the home page of the client you can see the status of the last performed task and next task that will be performed. Overview with last and next task Look at the next task to perform ("Next backup") and click on the 'Start task' link at the right of it. Page 42 of 70
6.1.5 Delete a scheduled backup task If you no longer use a certain task, it is a good option to delete it. to maintain a synoptic client, is better to clear those tasks. Click on "Backup Data" in the "manage tasks" panel. Delete a desired task Select the desired task and click on the 'Delete' button at lower side of the main panel. Confirm your action A confirmation screen appears, Click 'Yes' to delete the task, click 'no' to return without deleting the task. Page 43 of 70
6.2 Work with backed up data 6.2.1 View versions of a backuped file When a files has been changed within the period between two backups of a task. The client will backup the file and notice that it is changed, The client will than create multiple versions of the file on the server. If you want to see which versions a file contains, click on "Restore Data" in the "Common Tasks" panel. Select the desired file The tree node that appears helps you to browse the stored file. Select the file and click on the "Show File Versions" button at lower side of main panel. Version information of the file The version information of the file will be displayed on the main panel. Click on the "Back" button to return in the stored file browser. Page 44 of 70
6.2.2 Restore backed up data To restore your backed up data click on "Restore Data" in the "Common Tasks" panel. Select the desired file Select files, folders or drives you want to restore, in the node tree. By clicking the 'Restore Latest' button you will start restoring the latest versions of the files. This is the most common option. if you want to restore older versions of the file click on the "Show File Versions", select the version you prefer and click on the "Restore" button. Restore location Before the restore starts, the client will ask you where you want to put the restore data. When you choosing 'Alternative', you have to give a restore directory of use the browse button to find a restore directory. Page 45 of 70
Figure: Browse restore folder. After you gave the restore directory, Click on 'Ok' to start the restore process. 6.2.3 Delete backed up files To remove a stored file from the server, click on "Restore Data" in the "Common Tasks" panel. Select (multiple) files and maps Select the desired file (you can select multiple files or maps). Page 46 of 70
Confirm delete action Click on the "Delete" button in the lower main panel to delete the file(s). The client will ask you to confirm the delete action. Page 47 of 70
6.3 Use wizards 6.3.1 Use Registration wizard The first time you open the Backup Client, it will automatically open the registration wizard. The Registration Wizard guides you to fill in the credentials and encryption key. With the encryption key your data will be encrypted and decrypted. Introduction wizard To continue with the registration you have to click the Next button. User account Here you needs to fill in the username and password and click on next. To navigate to the previous window you can click on the Back button. The screen also displays the computer name which will be registered at the Online Backup Service to store all files. Page 48 of 70
Encryption Key You must type an encryption key and then confirm this key. You can only set the encryption key once. After setting the encryption key it cannot be changed. If you forget the encryption key, the data encrypted with this key cannot be accessed anymore. Please write down the encryption key in a safe place. It is possible to store a reminder which can be sent to your personal email address. In this wizard the field to enter the reminder will change into a link: "Forgot your encryption key?". When all information is filled in correctly click "Next". End of the introduction wizard The wizard is now finished. By clicking on the Finish button the wizard will close. Page 49 of 70
6.3.2 Use Backup wizard to create backup task The backup wizard provides a clear and friendly way to detect important data for backup and let s the user configure a first backup task in a convenient way. Start of backup wizard To continue with the wizard you have to click the Next button. Select your backup The first view in the wizard allows you to name the task. It also provides a combobox with profiles of important data. Selecting an item in the combobox will also show a description of what the profile contains. Page 50 of 70
Set a schedule To specify a schedule you can set the time and frequency of the schedule. By default the schedule is a daily schedule and the time is the current time. Other schedules can be weekly schedules and monthly schedules. Click on 'Next' to go to the last step. End of backup wizard Now the backup task is fully specified and will appear in the client as a task. The user can click Finish or can go back to change the task by clicking Back. For extra backup options, the user can click at "Advanced" button. Page 51 of 70
Advanced option: select a filter The first advanced screen shows how to filter a task to backup only word-files. You can add a filter and determine if the filter ignores the files ( except files ) or allows only the files in the filter and ignores all other files ( Only files ). Click on 'Next' to continue. Advanced option: select type of backup This view allows you to determine if you wants to backup locally. On default the "Online backup" is checked. Checks the "Offline backup" makes the backup performed locally. In the textbox below the checkbox you can specify the exact location for the backup (a local folder on the pc or an external medium.) Page 52 of 70
6.3.3 Use Restore wizard to restore backed up data The Restore wizard provides a clear and friendly way to restore important data for backup. Click on Restore Wizard in the main panel to start the wizard. Start of restore wizard To continue with the wizard you have to click on the Next button. Select your file or folder Use the browse to find your desired file/folder. Page 53 of 70
Restore rules In this view you can choose restore location and what wizard will do with overwrite rule. Click "Next" to continue. Data filter In this view you can choose the type of file you want to restore. Click "Next" to continue. Page 54 of 70
End of restore wizard The congratulations view is the end of the restore wizard. Click on the 'Start' button to start the restore or click 'Back' to change the previous settings. Page 55 of 70
6.4 View reports and logs 6.4.1 View report of last backup Online Backup Client makes reports of all backups and restores. Also Online Backup Client makes it very easy to view the report of the last backup. Backupagent homepage If you take a look at in home page of the client you will see the status of the "Last backup" and "Next backup". To see the report of the last backup, just click on the 'View report' link on the right of the "Last backup". Report of last backup A pop-up window with the report of last backup will appear on your screen, the report contains all relevant information of the performed backup. Page 56 of 70
6.4.2 View reports Online Backup Client makes reports of all backups and restores. Also Online Backup Client makes it very easy to view the reports. Backupagent homepage The "Common Tasks" panel contains the 'Logs and Reports' link. Click on this link to continue. Logs and Reports In the main panel appear 2 links, "Logs" and "Reports". Click on 'Reports'. Page 57 of 70
List of reports Now all reports are shown in the report list, select the desired report and click on the 'View' button Report of a backup A pop-up window with the report will appear on your screen, the report contains all relevant information of the performed backup or restore task. Page 58 of 70
6.4.3 View logs Online Backup Client makes logfiles of all backups and restores. Logs give information about exceptions that occurred during the performing of tasks. Also Online Backup Client makes it very easy to view the logs. Backupagent homepage The "Common Tasks" panel contains the 'Logs and Reports' link. Click on this link to continue. Logs and Reports In the main panel appear 2 links, "Logs" and "Reports". Click on "Logs". Page 59 of 70
List of logs Now all log files are shown in the log list, select the desired log file and click on the 'View' button Logs of a action A pop-up window with the log will appear on your screen, the log contains all exceptions of the performed backup or restore task. Page 60 of 70
6.4.4 Clean log list In a few steps it is possible to clean the log list, including all created log files. Backupagent homepage The "Common Tasks" panel contains the 'Logs and Reports' link. Click on this link to continue. Logs and Reports In the main panel appear 2 links, "Logs" and "Reports". Click on "Logs". Page 61 of 70
List of logs Now you see the list of logs. To clear the list, click on the 'Clear all Events' button. Confirm your action Confirm the action by clicking on 'Yes'. To cancel the clear action click on 'No'. Page 62 of 70
6.4.5 Clean report list In a few steps it is possible to clean the report list, including all created reports. Backupagent homepage The "Common Tasks" panel contains the 'Logs and Reports' link. Click on this link to continue. Logs and Reports In the main panel appear 2 links, "Logs" and "Reports". Click on "Report". Page 63 of 70
List of reports Now you see the list of reports. To clear the list, click on the 'Clear all Events' button. Confirm your action Confirm the action by clicking on 'Yes'. To cancel the clear action click on 'No'. Page 64 of 70
6.5 Change program options 6.5.1 Change account password The Options screen offers the possibility to change your account password. Select 'Account' in the tree node on the left of the view if you want to change your password. Account password In the first textbox you must enter your current password. In the second you must fill in your new password, and in the third you must confirm your new password. When all fields are filled in correctly, click on 'Change password'. Now your password is automatically changed into your new password. Page 65 of 70
6.5.2 Change default restore directory The Options screen contains a tab on which you can change the default restore directory. Select "restore" in the tree node on the left of the view to open the tab. Default restore directory Enter a new directory address in the text box or use the file explorer by clicking on the 'Browse' button. Page 66 of 70
6.5.3 Change temporary files directory You can change your default temporary files directory by selecting the 'Advanced' tab in the options screen. Default temporary files directory Enter a new directory address in the text box or use the file explorer by clicking on the 'Browse' button. Page 67 of 70
Disclaimer This document is compiled with the greatest possible care. However, errors might have been introduced caused by human error or by other means. No rights can be derived from possible inaccuracies or errors as this is not a contractual agreement, but for information only. All rights reserved; nothing may be duplicated or reproduced without written permission of BackupAgent BV. Page 68 of 70
HelpAndManual_unregistered_evaluation_copy Contact information Please contact us in case of questions, feedback or interest BackupAgent BV Motorenweg 5-P 2623 CR Delft The Netherlands t +31 15 25 747 00 t +31 15 25 702 63 www.backupagent.com support@backupagent.com Your emails will be answered within 24 hours