P R O T E C T I N G U S E R D A T A Getting Started with Cibecs V5.0 August, 2013
Table of Contents INTRODUCTION... 1 STEP 1 - INSTALL CIBECS SERVER & CONTROL CENTER... 2 STEP 2 - CONFIGURING THE SERVER... 3 SELECT SERVER MODE (ACTIVE DIRECTORY OR STANDALONE)... 3 ENCRYPTION KEY MANAGEMENT... 4 STEP 3 - LICENSING YOUR SERVER... 5 STEP 4 - REVIEW BACKUP POLICIES... 6 BACKUP SELECTION... 6 SCHEDULING... 6 SETTINGS... 7 GROUPS AND USERS... 7 STEP 5 - IMPORT GROUPS AND USERS... 7 STEP 6 - CREATE THE AGENT INSTALLATION PACKAGE... 8 INSTALLING THE USER AGENT... 9 COPYRIGHT... 9
INTRODUCTION Getting started with Cibecs is quick and easy. You will soon be enjoying the benefits of secure and efficient data protection. This guide will assist you in getting the solution up and running in minutes, by taking you through the setup and configuration in six easy steps, using default settings. There are three software components that make up the Cibecs backup solution: The Cibecs Server the backup server where all the protected user data resides. The Control Center the central management console to administer your Cibecs Server/s. The User Agent the backup client software that is responsible for the backup and recovery processes. For more detailed information, please refer to the Cibecs Product Manual included in the Solution Pack. Cibecs Page 1
STEP 1 - INSTALL CIBECS SERVER & CONTROL CENTER After you have received the Cibecs Solution software, launch the Cibecs installer Cibecs.exe and run the Express install option on the server where you want the backup data to reside. The Express installer automatically installs both the Cibecs Server and the Control Center and starts the Control Center when the installation is complete. Log in to the Cibecs Server using the default Username and Password. The default Administrator credentials are: Username: Password: Administrator secure Cibecs Page 2
STEP 2 - CONFIGURING THE SERVER Select Server mode (Active Directory or Standalone) Getting Started with Cibecs v5.0 The Cibecs Server can be configured to integrate with Microsoft's Active Directory service, which provides seamless deployment within your organization. Selecting the server mode: 1. Select the Active Directory Mode (ADM), which is selected by default when you are using Active Directory (AD) services, then click Next. If your organization does not use ADM, please read the Cibecs Product Manual included in the Cibecs Solution Pack. 2. Enter the credentials of your Active Directory user account. 3. Click Finish to save the new credentials. Cibecs Page 3
Encryption Key Management Cibecs encrypts and compresses a user s backup data before transferring and storing it on the Cibecs Server. Various encryption key management options are available to configure the security of the backup data. Selecting the Encryption Key management method: 1. Select the Use Active Directory account for encrypting backups option. 2. Click Finish to continue. Cibecs Page 4
STEP 3 - LICENSING YOUR SERVER Getting Started with Cibecs v5.0 Each Cibecs Server in the Cibecs Backup solution is required to be licensed and activated. You can license your Cibecs software starting with the wizard's License your Server. 1. To start, click the Start Licensing My Server button. 2. Browse to the path location of your un-activated license file then click the Update License button. 3. Click the Send activation request button to submit your 25-digit activation request code to Cibecs. 4. Cibecs support will respond promptly with your activated license file. 5. When you receive the activated license file, click Import License. Cibecs Page 5
6. Browse to the path location of your activated license file then click the Activate Now button. STEP 4 - REVIEW BACKUP POLICIES Backup policies are used centrally to control all elements of a backup, such as the backup selection options, the backup scheduling options, display and performance settings and assigned groups and users. You can configure and lock all elements of a backup policy or you may leave elements unlocked to permit end-users to make their own changes to the policy configuration, although this is not recommended. The backup policies can be assigned to entire groups of users or to individual users. Cibecs is delivered with a selection of pre-defined backup policies that you can customize, or you may create new policies for alternate requirements: Default Built-in policy This policy is an undefined template with minor default basic settings and may be further configured for your specific needs. Executive policy This policy is pre-defined with selections, settings and an unlocked schedule. Standard User policy This policy is pre-defined with selections, settings and a locked schedule In the wizard's Review Backup Policies step, select the Standard User policy in the Policies tab and review all the selections and settings of the policy and decide whether it would suit your requirements. See a brief description of the policy below. Backup selection The Standard User policy is pre-defined to backup all Office files on the C and D volumes, Favorites and active Outlook PST files. The Global Exclusions are pre-defined for all temporary, Windows and Program files. Scheduling The default schedule Backup Mode is set to Opportunistic. The Opportunistic backup mode foregoes standard scheduling and attempts to achieve at least one successful backup every day. The first backup attempt will start 10 minutes after the user has logged in and will retry every 10 minutes until successful. If you select the Scheduled backup mode, the default option will schedule backups to start between 9h00 and 15h00. To change a schedule to a specific time, select the Specified time option. Cibecs Page 6
Settings The policy includes default settings. Browse through the settings and make changes to accommodate your environment. Groups and Users Groups and users will be assigned to the backup policy manually or through importing from the Active Directory. STEP 5 - IMPORT GROUPS AND USERS Cibecs Servers using Active Directory Mode (ADM) can import Organizational Units (OU's) or Security Groups as groups within the Control Center and because most Active Directory OU's and Security Groups are already managed and maintained, the management of groups and users within the Cibecs Server is greatly reduced. 1. The wizard's Import Backup Groups step will assist in retrieving the organizational units from Active Directory. 2. Browse the Active Directory Organizational Unit structure and select the group checkboxes you require. 3. Select and enter the Default quota size you want to assign to the group. Each user in the group will be assigned a disk space quota of 1GB. 4. Select the Backup Policy in the drop-down selection list. 5. Click the Import button. 6. At this stage, you will not see any users in the imported Active Directory groups. Backup accounts will only be created when the User Agents are installed. The Cibecs Server configuration is now complete. Cibecs Page 7
STEP 6 - CREATE THE AGENT INSTALLATION PACKAGE The User Agent software is responsible for managing and processing the backups for each end-user. To begin the protection of your user data, you must create the User Agent installation package using the wizard's View Installation Options. 1. A User Agent installation package may be created for manual or automated deployment. 2. In the Manual Install section, click the Create an unattended installation package option. 3. The default location of the User Agent package is C:\Program files\cibecs Continuity\Installation Files\. 4. Click the Create Package button to start. 5. Cibecs automatically builds the User Agent install file agent-<servername>.msi Cibecs Page 8
Installing the User Agent The User Agent is responsible for managing the backup process and must be installed on the computer of each end-user. 1. To install the User Agent, simply run the User Agent's install file agent-<servername>.msi on the end-user's computer. When the User Agent is deployed, the user account is verified, their relevant policy is assigned and the account is activated by the Cibecs Server. 2. The User Agent may also be installed using the built-in Cibecs deployment feature. Congratulations! Your Cibecs setup is complete. You have successfully setup and configured the Cibecs solution. The User Agent will automatically perform backups according to the schedule but we recommend you force a backup to begin protecting your users against data loss immediately! All the above methods are discussed in more detail in the Cibecs Product Manual. Thank you COPYRIGHT All rights reserved. No part of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Printed: August 2013 in Johannesburg, South Africa Cibecs Page 9