Quick Start Guide Getting Started with Intronis Cloud Backup and Recovery Solution
Revisions Document Control Version Release 5.2. Status Changes Date Final Updated from v 5.1 April 2015 Copyright 2003-2015 Intronis, Inc. All rights reserved. i
Table of Contents Table of Figures... v Introduction... 1 Audience... 1 About This Quick Start Guide... 1 Software Requirements... 2 Related Documentation... 3 Intronis Technical Support... 3 About Intronis... 4 Setting Your Preferences... 4 Logging in... 5 Changing Your Password... 5 Branding your Portal... 8 Viewing or Editing Contact and Billing Information... 16 Creating Portal User Accounts for Employees... 19 Managing Portal Time-Out for Employees... 24 Creating Accounts for Customers... 27 Adding Computers to Accounts... 30 Creating an Account Billing Plan... 33 Managing Billing... 36 Creating Templates... 39 About Templates... 39 About Setting System Preferences... 40 System Preferences... 40 Software Preferences... 40 Creating a New Template... 41 About Applying a New Template... 47 Applying a New Template to a Single Computer... 47 Applying a New Template to a Computer Group... 49 Installing the Software... 51 About Software Installation... 51 ii
Downloading the Backup Agent Software... 51 About the Custom Backup Installer... 53 Creating a Custom Backup Installer... 53 About the Backup Agent Software... 58 Recover Previous Installation... 58 Move Account to This Computer... 58 Recovery Mode... 58 Installing the Backup Agent Software... 58 Deploying the Backup Agent Software with RMM... 66 Running Backups... 67 About Creating Backups... 67 File and Folder Backup... 67 Exchange Information Store Backup... 67 Exchange Mailbox Backup... 67 SQL Backup... 67 System State Backup... 67 Virtual Machine Backup... 67 Imaging Backup... 68 Setting Up Local Only Backups... 68 Changing Cloud Backup to Local Only Backup... 71 Backing Up Files and Folders... 72 Disabling Backup Sets... 80 Viewing Reports... 80 Backup Status Report... 80 Accessing the Backup Status Report... 80 Configuring the Backup Status Report... 81 Adding New Email for the Backup Status Report... 84 Plan Percentage Report... 86 Accessing the Plan Percentage Report... 86 Accounts History Report... 87 Accessing the Accounts History Report... 87 iii
Account Snapshot Report... 87 Accessing the Account Snapshot Report... 87 No Recent Backup Report... 88 Accessing the No Recent Backup Report... 88 Storage Usage Report... 88 Accessing the Storage Usage Report... 88 Accessing Resources and Marketing Materials... 89 Accessing Marketing Materials... 91 Contacting Partner Support... 92 How and When to Contact Partner Support... 92 Common Things You Can Check... 92 Preparing for Support... 92 Glossary... 93 iv
Table of Figures Figure 1. Automatic to Manual Setting.... 80 Figure 2. Backup Status Report.... 81 Figure 3. Plan Percentage Report.... 86 Figure 4. Accounts History Report.... 87 Figure 5. Account Snapshot Report.... 87 Figure 6. No Recent Backup Report.... 88 Figure 7. Storage Usage Report.... 89 v
Introduction This section includes the following topics: Audience About This Quick Start Guide Software Requirements Related Documentation Intronis Technical Support Audience The audience for this document is IT professionals and partners who provide clients with cloud backup and recovery support using Intronis. About This Quick Start Guide Intronis continues building on the strategy of expanding the breadth of Intronis backup and data protection support as well as expanding the recoverability of data for small businesses. This Quick Start Guide provides the following information: About Intronis Setting Your Preferences Creating Templates Installing the Software Running Backups Viewing Reports Accessing Resources and Marketing Materials Contacting Partner Support 1
Software Requirements Before installing the Intronis cloud backup and recovery software on any computer, it is important to know what system environments are supported by Intronis and what hardware is required. The following table provides the requirements for running the backup software along with the web portal requirements. Minimum Requirements 2 GHz dual-core CPU 1 GB of total RAM (500 MB free RAM during backup, restore, or delete operation) Free disk space equaling twice the size of your largest protected file (not required for VM backups) Broadband Internet Connection Microsoft.NET Framework 3.5 Backup Software Requirements Supported Operating Systems Server 2012/2012 R2 Windows 8 Windows 8.1 Windows 7 SP1 Server 2008/2008 R2 with SP2/SBS 2011 Windows Vista SP1 Server 2003 SP1/SBS 2003 SP1 Windows XP SP3 Recommended Specifications 2GHz quad-core CPU 4 GB of total RAM 1 GB free RAM during backup, restore, or delete operation. Free disk space equaling twice the size of your largest protected file (not required for VM backups) Broadband Internet Connection Microsoft.NET Framework 3.5 Web Portal Requirements Internet Explorer 10, 11 (Desktop Mode) Firefox (most recent version) Flash player 6.0 or higher Silverlight 4.0 or higher Mobile Requirements Android 2.2 + ios 7 Exchange Exchange 2003/2007/2010/2013 No DAG support SQL SQL 2005/2008/2012/2014 Standard Edition SQL Databases must be running in Simple recovery mode VMware vsphere 4.1, 5.0, 5.1, 5.5, and 6.0 (including clustered environments) All supported versions require a VMware Essentials license or higher. Clustered environments supported Hyper-V Hyper-V 2008 R2 Hyper-V 2012 R2 Generation 1, 2 Hyper-V hardware versions are supported. Windows Imaging Windows 7, 8.1 Server 2008 R2/SBS 2011/2012/2012 R2 2
Related Documentation The following documentation is available from Intronis: Backup and Restore User Guide provides details on how to create backups and restores for each backup type. Best Practices Partner Guide - provides details on best practices for creating backups and restores. Quick Start Guide - provides information about setting your preferences, creating templates, and installing the software. Stray File Management & Annual Package Pricing User Guide provides procedures for managing stray files and information on package pricing. Stray File List Script User Guide - provides scripts that identify stray files to better manage storage usage. ECHOshare Quick Start Guide provides information about file synching and collaboration across different devices and ECHOshare service and billing information. Bare Metal Recovery Quick Start Guide - provides information about restoring a physical image to either a similar or dissimilar physical machine. Package Pricing Quick Start Guide - provides information about unlimited local and cloud storage to partners for a flat monthly rate. Autotask Implementation Guide - provides information about setting up Autotask integration with Intronis. Connectwise Implementation Guide - provides information about setting up Connectwise integration with Intronis. Intronis Technical Support Intronis Technical Support is available 8 AM to 9 PM (EST). Phone: 800.569.0155 or 617.948.5300 Email: support@intronis.com You also can use the Intronis live chat service 8 AM to 6 PM (EST). Click the following link: Link: http://www.intronis.com/support/contact.php 3
About Intronis Intronis is founded on the idea that the benefits of online backup systems used by Fortune 500 companies can be made available to organizations of any size. The founders created an online solution, simple enough for any IT business owner to use, which delivers reliable offsite backups, data security, and on-demand data recovery. Intronis offers a great online backup and recovery service to MSPs, and offers the unbeatable benefits of Intronis employees who care and do all they can to make sure each and every partner is successful with their online backup business. Intronis isn't just here to sell you a solution, but to make sure each partner has the tools to succeed in their business. Since launching Intronis in 2003, the Intronis team has earned a reputation among business owners, IT managers, and MSPs as an easy-to-use, powerful solution backed up by a passionate U.S.-based customer service team. Intronis has learned that the best way to improve the solution for you and your clients is to Listen to you. Take your concerns seriously. Respond quickly. Make the Intronis solution work the way you want it. E-mail and chat support are offered at no extra charge. Intronis strives to quickly answer calls with a highly-knowledgeable software support consultant who can answer your questions. Setting Your Preferences This section includes the following topics: Logging in Changing your password Branding your portal Viewing or editing contact and billing information Creating portal user accounts for employees Managing portal time-out for employees Creating accounts for customers Adding computers to accounts Creating an account billing plan Managing billing 4
Logging in Once you become an Intronis Partner, you can log in with your username and password Navigate to https://manage.intronis.com. The Intronis login screen is displayed. Enter your username and password to log in. Changing Your Password To change your password, perform the following steps. 1. Log into your Intronis account. 5
The Home page is displayed. 6
2. At the top of the page, click Preferences. The Preferences drop-down menu is displayed. 3. Select View/Edit Contact Information. The contact information for your account is displayed. 4. To Click the Change Password button. The Change Password pop-up is displayed. 5. Make your changes and click Save. 7
Branding your Portal To brand your portal, perform the following steps. 1. Log into your Intronis account. The Home page is displayed. 8
2. At the top of the page, click Preferences. The Preferences drop-down menu is displayed. 3. Select Configure Branding. The Configure Branding page is displayed. 4. Click the Edit button. 9
The Branding Wizard is displayed. 5. Click Next. The Specify Logo page is displayed. 10
6. Supply the logo for your company by clicking the Browse button. Note: Specify your logo in JPG, PNG, or GIF Format. The logo needs to be as close to the dimensions of 960 pixels (width) by 320 pixels (height) as possible. However, if you cannot find one that is exactly this size, it can be automatically scaled. The logo is displayed in the right side box. 7. Click Next. 11
The Customized Portal page is displayed. 8. Specify the overall color scheme to make the portal reflect your existing brand. You have the options of using the default colors or specifying custom colors by clicking the relevant radio buttons. 9. Create a custom URL for your customers to display the status of their backups by typing it into the text box, and then click Next. Requirement: The URL must be formatted as x.managemybackups.com. 12
The Create Company Info page is displayed. The Intronis Cloud Backup Solution needs to install an agent on every machine that gets backed up or that can provide access to the drives and VMs getting backed up. This step lets you customize how the software appears on these machines, as well as the footer, so that it appears as branded by you, not Intronis. 10. In the first section, supply your company information to be used in the Agent software, and then select an Installation Path. 11. In the second section, provide your contact information to be used in backup notifications for your customers. 12. Enter a Support Number to be displayed on the portal and on emails so your customers can call you for support, and then click Next. 13
The Setup Customer Notifications page is displayed. 13. Customize the text and macros for the notifications that your customers receive from you about their backups by typing information in the relevant fields. The Design or HTML buttons are provided to meet your preference. 14. Click the Missed Backup Notification tab to customize the status message, as shown below. 14
15. When satisfied, click Finish. The Completion page is displayed. 16. Log in to the portal at the address provided to display your branded solution. This displayed address is what is sent to your customers so that they can check out the status of their backups. 15
Viewing or Editing Contact and Billing Information To view or edit your contact and billing information, perform the following steps. 1. Log into your Intronis account. The Home page is displayed. 16
2. At the top of the page, click Preferences. The Preferences drop-down menu is displayed. 3. Select View/Edit Contact Information. The contact information for your account is displayed. 4. To make any changes, click the Edit button. 17
The contact information fields are displayed. 5. If your contact and billing information are different, clear the Billing address is the same as contact address box. The billing information fields are displayed so you can edit them separately. 6. Make your edits and click Save. 18
Creating Portal User Accounts for Employees To create portal user accounts for your employees, perform the following steps. 1. Log into your Intronis account. The Home page is displayed. 19
2. At the top of the page, click Preferences. The Preferences drop-down menu is displayed. 3. Select Manage Portal Time-Out/Users. The Manage Portal Time-Out/Users page is displayed. 4. Click the Add User button. 20
The New User form is displayed. 5. Complete the fields. a. Type the Username. If a Username is already in use, the following notice is displayed. b. Type a password. 21
The following password requirements are displayed. c. Type the Name and Email is the relevant fields. d. Select a role from the Role drop-down list, as shown below. The roles are defined as: Admin access to all features. Tech access to management section and backup set related reporting. Finance access to billing section and billing-related reporting. 6. When complete, click Next. 22
The Contact Details page is displayed. Notice the fields are pre-filled. 7. If necessary, make your changes, and then click Submit. The new user is displayed, as shown below. 23
Managing Portal Time-Out for Employees To manage portal time-out for your employees, perform the following steps. 1. Log into your Intronis account. The Home page is displayed. 24
2. At the top of the page, click Preferences. The Preferences drop-down menu is displayed. 3. Select Manage Portal Time-Out/Users. The Manage Portal Time-Out/Users page is displayed. 4. Click the Edit button. 25
The Portal Time-Out field is displayed. 5. Select the drop-down arrow to display the following menu. 6. Select how long it takes the users that are displayed to automatically log out from the portal due to inactivity. Note: This setting does not affect how long it takes your customers accessing the portal to log out. Customers are always logged out after 30 minutes of inactivity. 26
Creating Accounts for Customers To create accounts for your customers, perform the following steps. 1. Log into the Intronis portal. The Management Dashboard is displayed. 2. Click the Add Account button. 27
The New Account form is displayed. 3. Complete the form, and then click Save. Note: Asterisks indicate a mandatory field. Every new Account must have a package assigned. If you run over your pre-purchased amount, you are prompted to accept the new package, as shown below. 4. Click OK. 28
The new Account page is displayed. 29
Adding Computers to Accounts To add computers to accounts, perform the following steps. 1. Log into the Intronis portal. The Management Dashboard is displayed. 2. Select the account you want to add the computer to, as shown below. 30
The Manage Account page is displayed. 3. Click the Add Computer button. 31
The New Computer form is displayed. 4. Complete the form for each computer to be added, and then click Save. The new computer is displayed. 32
Creating an Account Billing Plan To create an account billing plan, perform the following steps. 1. At the Intronis Dashboard, click Preferences, Configure Billing Plans. The Account Billing Plan Administration page is displayed. 2. Click the Add Account Plan tab. 33
The New Billing Plan dialog is displayed. 34
3. Complete the fields, and then click the Create Plan button. Note: The following table provides information about the Unlimited check box options. When you click the Then, Unlimited check box under the following field Base Plan Size the field becomes inactive and the word Unlimited displays indicating the Account Billing Plan does not impose a limitation on the amount of storage used by the accounts assigned to this billing plan. the Extra GB Block Size field becomes inactive and the word N.A. displays. Accounts assigned to this Billing Plan have no limitations on extra blocks. the Extra Block Price field becomes inactive and N.A. displays. Because there is no limitation on extra blocks, price is not tracked. Included Computers the field becomes inactive and displays Unlimited. indicating that there is no limit on the amount of computers an account can protect. the Extra Computer Price field becomes inactive and displays N.A. indicating that because you can protect an unlimited number of computers, there is no need to specify an extra computer price. the GB Included with Extra Computer field becomes inactive and displays N.A. indicating that because you can protect an unlimited number of computers, there is no Monthly QuickSpin VM Host License Price Monthly Imaging License Price Monthly Local Backup Subscription Price need to specify an amount for allowed GBs. the field becomes inactive and displays N.A. indicating that the account assigned to this billing plan can protect an unlimited amount of VM Hosts without incurring an extra charge. the field becomes inactive and displays N.A. indicating that the account assigned to this billing plan can protect an unlimited amount of Images without incurring an extra charge. the field becomes inactive and displays N.A. indicating that the account assigned to this billing plan can back up an unlimited amount of computers locally without incurring an extra charge. 35
Managing Billing To view your invoices, add credit cards or pay your bill, perform the following steps. 1. Log into your Intronis account. The Home page is displayed. 36
2. At the top of the page, click Pay Bill. The Preferences drop-down menu is displayed. 3. Select View/Estimate Bill. The Billing page is displayed. 37
4. You can perform any of the actions listed in the following table. Action To view invoice details, select the View Invoice Details tab. To view an invoice, click the Invoice Number or the View Invoice tab. Result You are prompted to open or save a CSV report. The invoice is displayed, as shown in the example below. 38
Action a. To make a payment, click the Pay Invoice tab. b. Type your information into the required fields, and then click Make Payment. Result The Make Payment pop-up is displayed. To view your bill estimate, click the Estimate Bill tab. Your bill estimate is displayed. Creating Templates This section includes the following topics: About Templates About Setting System Preferences Creating a New Template About Applying a New Template Applying a New Template to a Single Computer Applying a New Template to a Computer Group About Templates Templates are predefined groups of preferences and notifications settings to be applied to a computer or series of computer at one time. A single template cannot be both Notifications and Preferences. However, both Notifications and Preferences templates can be applied to a single computer. Newly applied templates overwrite any existing preferences or notifications settings. 39
About Setting System Preferences When setting system preferences, you can set the system preferences and software preferences. Applying preferences templates may take up to 15 minutes during which a Pending message is displayed in the Manage tab under the Preferences column. Templates are not a setting themselves. After templates are applied, the changes take effect and new templates can then be applied. System Preferences Under the System Preferences tab you can configure the following options: Concurrent Workers File Retries Wildcard Exclusions Stray File Retentions Concurrent Workers This option allows you to determine how many files and VMs the software can back up, restore, or delete at the same time. Increasing this value may improve the performance of these operations, but may consumer more resources on the computer. File Retries This option allows you to determine how often a file can be retried if it fails to back up. Wildcard Exclusions This option allows you to set wildcat exclusions to add to each computer s exclusion list. Stray File Retentions This option allows you to set the following retention rules: Automatically remove stray files after a number of days. Skip file removal if the volume or the share is not found. Always keep the most recent copy of each file. Software Preferences Under the Software Preferences tab you can configure the following options: Bandwidth Throttling Upload logs Bandwidth Throttling This option allows you to set the bandwidth usage limits and times, or to deselect limits. Upload logs This option allows you to upload warning and error log entries to enable online viewing. 40
Creating a New Template To create a new template, perform the following steps. 1. At the Home page, click Preferences. The Preferences drop-down menu is displayed. 2. Select Manage Templates. The Manage Templates page is displayed. 3. Click the Add Template tab. 41
The Create Template page is displayed with Notifications template displayed as the default. 4. To create Notifications, type a template name, and then click Next. The Notification template page is displayed. 5. To add main email addresses for notifications, click the Add Main Email tab. 42
The Main email on each computer notification page is displayed. 6. Select the check box for each notification you want emailed. 7. To add extra emails, click the Add Extra Email tab. The extra email text box is displayed. 8. Make your selections, and then click Create. 43
The new Notifications template is displayed as shown below. 9. To create a Preferences template, click Preferences. The Preferences template page is displayed. 10. Type a template name, and then click Next. 44
The Preferences template is displayed. 11. At the System Preferences template, optionally select and configure the following options: Concurrent Workers File Retries Wildcard Exclusions (Separate each phrase with a comma and commit each phrase by pressing Enter.) Stray File Retentions See About Setting System Preferences for more information. Note: By leaving a preference setting unselected, the template, when applied, does not overwrite that setting for the computer. For example, if you create a template that adjusts only the Bandwidth Throttling setting, the other settings are not overwritten by this template. 12. To configure software preferences, click the Software Preferences tab. 45
The Software Preferences page is displayed. 13. Optionally select and configure the following options: Bandwidth Throttling Upload logs See About Setting Software Preferences for more information. 14. When complete, click Create. The new template is displayed on the Manage Templates page. 46
About Applying a New Template Templates can be applied to an individual computer, or applied to a group of computers. Applying a New Template to a Single Computer To apply a new template to a single computer, perform the following steps. 1. At the Management Dashboard, expand a partner by clicking the open arrow to its left, and then click a specific computer row to highlight it, as shown below. 2. Click Apply Template. 47
The Apply Template pop-up is displayed. 3. Select the desired templates from the drop-down menus, and then click Apply. If applying Preferences templates, the changes are applied to the selected agent the next time the agent checks in. Agents that are up and running check in every 15 minutes. If applying notifications templates, the Append pop-up is displayed, as shown below. 4. Optionally, Append or Replace email addresses. Append adds settings not already specified (good for modifying notifications settings). Replace overwrites all settings with exactly what was chosen in the template (good for resetting or clearing notifications settings). 48
Applying a New Template to a Computer Group To apply a new template to a computer group, perform the following steps. 1. At the Management Dashboard, select the Group View tab. The groups are displayed. 2. Click a specific group row to highlight it, and then click Apply Template. 49
The Apply Template pop-up is displayed. 3. Select the desired templates from the drop-down menus, and then click Apply. If applying Preferences templates, the changes are applied to the selected agent the next time the agent checks in. Agents that are up and running check in every 15 minutes. If applying notifications templates, the Append pop-up is displayed, as shown below. 4. Optionally, Append or Replace email addresses. Append adds settings not already specified (good for modifying notifications settings). Replace overwrites all settings with exactly what was chosen in the template (good for resetting or clearing notifications settings). 50
Installing the Software This section includes the following topics: About software installation Downloading the backup agent software About the custom backup installer Creating a custom backup installer About the backup agent software Installing the backup agent software Deploying the backup agent software with an RMM About Software Installation Prerequisites: After you have created an account and added computers to the account, you can start downloading and installing the backup agent software by: Downloading the backup agent software, and then installing the backup agent software. Creating a custom backup agent installer, and then installing the backup agent software. You can also deploy the backup agent software with remote monitoring and management (RMM). Note: A custom backup agent installation allows you to configure the backup agent s settings from the Management Portal. Downloading the Backup Agent Software To download the backup agent software, perform the following steps. 1. Log into your Intronis account. 51
The Home page is displayed. 2. At the top of the page, click Downloads. The Preferences drop-down menu is displayed. 52
3. Select Download Installer. The Downloads page is displayed. 4. Click the Installer link. 5. Run or Save the software and install it on to the computer. The Setup Wizard is displayed. See Installing the Backup Agent Software for procedure. About the Custom Backup Installer You can create a custom installer file that allows the software to self-install with the proper username, and Computer ID. This option allows you to then configure the Backup Agent s settings from the Management Portal. Creating a Custom Backup Installer To create a custom backup installer, perform the following steps. 1. Log into your Intronis account. 53
The Home page is displayed. 54
2. At the top of the page, click Manage. The Management Dashboard is displayed. 3. Select the account where the computer is located that you would like to create the installer for. 55
The Manage Account page is displayed. 4. Select a computer from the Computer list. The Computer page is displayed. 56
5. Click the Settings tab. The Setting Types are displayed. 6. Click Create Installer. The Installer Created pop-up is displayed. 7. Copy and paste the link or email it to the contact for this computer, and then click OK. The Setup Wizard is displayed. See Installing the Backup Agent Software for procedure. 57
About the Backup Agent Software You have three options to choose from when installing the backup agent software: Recover Previous Installation Move Account to This Computer Recovery Mode Recover Previous Installation Recover Previous Installation is used when the agent has been removed or is unavailable and you want to reinstall. Move Account to This Computer Move Account to This Computer is used when the agent exists but you want to move it to this computer. Be aware that the other agent is invalidated. Recovery Mode Recovery Mode is used when you want the other agent to continue to backup, but you want to install another agent for recovery purposes only. Installing the Backup Agent Software To install the backup agent software, perform the following steps. 1. Create a custom backup installer, or download the backup agent software 58
The Setup Wizard is displayed. 2. Close all open applications, and then click Next. The License Agreement is displayed. 59
3. Read the agreement, click the I accept the agreement radio button, and then click Next. The Ready to Installing screen is displayed. 4. Click Install. The Installing status is displayed. 60
After the setup is complete, the Finish screen is displayed. 5. Click Finish to complete installation. The Backup Monitor shortcut is displayed on your desktop, as shown in the following example. 6. Click the shortcut. 61
The Setup screen is displayed. 7. Type username, password, and computer, and then click Validate. The Test screen is displayed. 62
8. Click the Test button. The tests are performed and the Next button is displayed. 9. Click Next. 63
The Default Settings screen is displayed. 10. Click each option bar to display default settings, and if desired make your changes. The options are displayed below. 11. When complete, click Next. 64
The Backup Monitor is displayed. 12. If moving an account or in installing recovery mode, run the restore. Select the files, folders, or backup sets you wish to restore from. To restore the latest versions of the files, select them, and then select the Restore button. To restore different revisions that have been stored, select the (+) next to each individual file, select the desired revision, and then select the Restore button. 13. Proceed to restore data through the Restore wizard in the portal, making sure to choose the correct installation when prompted. 65