StorageCraft File Backup and Recovery with Backup Analyzer

Transcription

1 StorageCraft File Backup and Recovery with Backup

2 StorageCraft Copyright Declaration StorageCraft ImageManager, StorageCraft ShadowProtect, StorageCraft Cloud, and StorageCraft Cloud Services, together with any associated logos, are trademarks of StorageCraft Technology Corporation in the United States and elsewhere. All other brands and product names are or may be trademarks or registered trademarks of their respective owners.

3 Table of Contents StorageCraft Copyright Declaration Table of Contents 1 Supported Operating Systems 2 Install, Uninstall, Reinstall 3 Startup Menu and Tray Icons 4 Dashboard and Account Configuration 5 Creating a Backup and Analyzing Data 6 File Backup and Recovery Status Viewer 7 Restoring Files from a Backup 8 Advanced Properties 9 Additional Features StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 36

4 StorageCraft File Backup and Recovery with Backup Welcome to the StorageCraft File Backup and Recovery with Backup User Guide. This guide includes instructions and examples for using the StorageCraft Backup technology along with the File Based Backup software. This product gives you intelligent tiering of your data for mission critical data recovery. Overview StorageCraft File Backup and Recovery with Backup consists of three parts: StorageCraft File Backup and Recovery with Backup The StorageCraft Data used to identify which data should be backed up and what should be excluded from backups. The Dashboard (found in the StorageCraft Partner Portal. See Installation for additional details.) The StorageCraft File Backup and Recovery with Backup Client (download the installer from inside the StorageCraft Partner Portal. See Installation for additional details.) StorageCraft File Backup and Recovery with Backup Cloud and Client You create and manage accounts and users in the File Based Backup section of the Partner Portal. Manage and control backups and backup settings in the dashboard. The client for StorageCraft File Backup and Recovery with Backup runs on each local machine and facilitates the backup process. Understanding Notes in this User Guide Notes and Warnings used in the StorageCraft File Based Backup User Guide Note: A note is indicated by this (green) symbol. Typically notes indicate something you should be aware of but that isn't likely to affect stability or performance. Important: An important note is indicated by this (yellow) symbol. Typically important notes will help you configure or use the options in the best way and will keep you from having various problems down the road. Warning: A warning note is indicated by this (red) symbol. Typically warning notes will help you avoid serious problems or indicate essential information. Not following the advice of a warning may cause you to lose data or may result in the need to start one of the processes over again. 1 Supported Operating Systems StorageCraft File Backup and Recovery with Data supports: Windows Desktop Versions 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 36

5 Windows 7 StorageCraft File Backup and Recovery with Backup Windows 8 Windows 8 Pro Windows 8.1 x86 Windows 8.1 x64 Windows 8.1 Enterprise x86 Windows 8.1 Enterprise x64 Windows 10 Windows Server bit x86 and 64-bit x64 Windows Server 2008 R2 Foundation Windows Server 2008 Windows Server 2012 family Windows Server 2012 Windows Server 2012 Foundation Windows Server 2012 Essentials Windows Server 2012 Standard Windows Sever 2012 Datacenter Hyper-V Windows Server 2012 R2 x64 Essentials Windows Server 2012 R2 x64 Foundation Windows Server 2012 R2 x64 Storage Server Windows Server 2012 R2 x64 Data Center Windows Hyper-V Server 2012 R2 Windows Small Business family Small Business Server 2008 Small Business Server 2011 Windows Server 2012 Foundation Windows Server 2012 Essentials Windows Server 2012 R2 Foundation Windows Server 2012 R2 Essentials 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 36

6 StorageCraft File Backup and Recovery with Backup Note: Windows XP, Windows Vista, Windows Server 2003 and all Windows core versions are NOT supported. 2 Install, Uninstall, Reinstall 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 36

7 Download and Install StorageCraft File Backup and Recovery with Backup 1. Login to the StorageCraft Partner Portal. 2. Click Managed Service Providers (MSP) In the Navigation pane on the left. 3. Click File Based Backup under the MSP link. This displays your default credentials for File Backup and Recovery with Data (information similar to the following): Click the image to see it in higher resolution. Note: The default credentials displayed when you first started using File Based Backup (File Backup and Recovery with Backup ), will be shown even after changing the password for the account. This will change in future revisions of the product. 4. Record or capture the credentials so you can use them later, then click OK. 5. If this is the first time you've logged in, enter the default credentials. If you've changed the password for your account use the new password (even if the default password is displayed when you enter the File Backup and Recovery with Data section of the Partner Portal. Click the image below to enlarge it. 6. Click Log In. 7. Find the Client download link and click Download. 8. Depending on your internet browser, the download may start automatically to a default location. If not, click Save when prompted. Select a save location then click Save. Remember this location for setup. Setup Click the downloaded file to begin installation StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 36

8 StorageCraft File Backup and Recovery with Backup Install Location By default the backup service installs in the C:\Program Files\StorageCraft folder. Click Next to accept the default location. If you want to install in another location click Browse then click Next to continue. Click Install when you are ready to complete the installation StorageCraft Technology Corporation StorageCraft Support Center Page 8 of 36

9 StorageCraft File Backup and Recovery with Backup Credentials The installer prompts you for the license key and password generated in the Partner Portal when you created your account. Record or store these credentials where they are safe, yet easily accessible in case you need them later. Installation for an existing backup archive If you have a backup archive and need to replace or reformat your computer, or if you uninstalled StorageCraft File Based Backup, select the option below that best fits your situation. If you need to add StorageCraft File Based Backup to additional computers you need to purchase additional licenses. New or Formatted Computer If you have a backup archive and replace or reformat your computer, see credential lookup and recovery for new and formatted computers below. The options are also applicable if you followed the Complete Uninstallation directions and have removed the registry entries for StorageCraft File Based Backup. If you uninstalled StorageCraft File Based Backup and want to install it again see Previously Installed (Registries Present) StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 36

10 Installation StorageCraft File Backup and Recovery with Backup If you already have a backup archive, this section will help guide you through the installation process for new and formatted computers. To add StorageCraft File Based Backup to additional computers you need to contact StorageCraft about acquiring additional licenses. Configuration If you already have a backup archive, this section will help guide you through the configuration process for new and formatted computers. Common Folder From the Common Folders option you will be able to control the backup level for common folders. By default the following folders are marked for backup: Desktop (For all users), Documents (For all users) File Type Backup By default, 20 critical file extensions are marked for a backup priority. During each Audit, File Based Backup will identify files with the file types listed here and mark them for a backup priority if not already marked. During installation this list can be modified and added to. This can take place after installation from the software folder found via the Start>All Programs menu and is also accessible from the File Type Backup Tab from Backup Options. Default extensions:.doc,.docx,.xls,.xlsx,.ppt,.pptx,.pst,.dbx,.wab,.eml,.mdb,.accdb,.qbw,.qdf,.ptw,.ptb,.qel,.qph,.nsf. Import Encryption Key To import a digital security certificate, go to the File Based Backup Status Viewer located in the lower right hand corner of the system tray, once open click "Tools", "Certificates" and select the "Import" option, from here browse to the certificate file and select it. Archive Importing a certificate is necessary when transferring a license from one machine to another after a hardware failure on the original machine. A certificate is created upon installation with each license and is needed to access any data associated with that account. Previously Installed (Registries Present) If you already have a backup archive and have uninstalled File Based Backup but left the registry entries intact please view the credential lookup and recovery for previous installations link below. The options below are also applicable if you followed the Complete Uninstallation directions and have removed the StorageCraft File Backup and Recovery with Data registry entries. If you have a new or formatted computer and would like to install it again please visit the New or Formatted Computer topic. Credential Lookup and Recovery To completely remove StorageCraft File Based Backup and all configuration settings you must delete the registry key under HKEY_LOCAL_MACHINE, Software, delete StorageCraft File Based Backup. You must also delete the scheduled tasks associated with StorageCraft File Based Backup in the windows task scheduler. To do this, open the scheduler and click on the StorageCraft File Based Backup folder under the Task Scheduler Library. You need to remove scans and the audit and event log tasks. Reinstallation There are times when you will need to re-install the backup software on a different machine either because you are migrating to a newer machine or because the current machine you were using StorageCraft File Based Backup on has become unusable. To re-instantiate your backups to a new machine all you need to do is install the same license you had on the previous machine on the new machine, using the same license key and password. Once installed, you will need to import a digital security certificate that was created upon the first installation on the original machine. The key is located at the path C:\Users\All Users\StorageCraft\File Based Backup\properties\{GUID}\Certificates on the installation drive, typically C:\. You can either import the certificate by moving it from here to the new machine or by contacting StorageCraft support. StorageCraft always stores a copy of the certificate unless otherwise instructed by the client. To import the certificate, open the status viewer, click Tools, navigate to Certificates, and select import, this will allow you to 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 10 of 36

11 browse to the location of the certificate and select it. Uninstallation To uninstall StorageCraft File Based Backup simply navigate to the add/remove programs menu in windows, click on StorageCraft File Based Backup and select remove. This method effectively removes the software but retains configuration information on your backup settings so if it is ever re-install it will remember what you had marked for backup and what was and was not backed up and your scan schedules. Complete Uninstallation To completely remove StorageCraft File Based Backup and its configuration settings you need to delete the registry key under HKEY_LOCAL_MACHINE, Software, delete StorageCraft File Based Backup. You must also delete the scheduled tasks associated with StorageCraft File Based Backup in the windows task scheduler. Open the scheduler and if necessary click on the File Based Backup folder under the Task Scheduler Library. There are scans pertaining to the different upload priorities and an audit and event log tasks that can be removed as well. Step 1 - Open the Start Menu. Step 2 - Click Control Panel. Complete Uninstallation for Windows 7/Vista Step 3 - Click Programs and Features. Step 4 - Find and select StorageCraft File Based Backup in the list of programs. Step 5 - Click Uninstall* and follow the prompts to complete uninstallation. Step 6 - Delete the StorageCraft File Based Backup folder located in C:\ProgramData and proceed to step 7. *Although mentioned, the uninstallation process will not restart your computer and is not required. Complete Uninstallation for Windows XP Step 3 - Click Programs and Features. Step 4 - Find and select StorageCraft File Based Backup in the list of programs. Step 5 - Click Remove and follow the prompts to complete uninstallation. Step 6 - Delete the StorageCraft File Based Backup folder located in C:\Documents and Settings\All Users\Application Data and proceed to step 7. (Continued) Complete Uninstallation for All Systems Step 7 - Press and hold the Windows key and the R key to access the Windows Run Command Prompt. Step 8 - Type regedit and click OK to bring up Registry Editor. Step 9 - Expand HKEY_LOCAL_MACHINE; Software. Step 10 - Right click StorageCraft File Based Backup and click Delete and close the Registry Editor. Deleting Existing Scans with Task Scheduler/Scheduled Tasks Step 1 - Open the Start menu located in the lower left corner of the computer screen. Step 2 - Select All Programs; Accessories; System Tools. Step 3 - Click Task Scheduler or Scheduled Tasks. (Continued) for Windows 7/Vista Step 4 - Expand Task Scheduler Library in the left column and select the StorageCraft File Based Backup folder. Step 5 - Delete each StorageCraft File Based Backup task. StorageCraft File Backup and Recovery with Backup 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 11 of 36

12 (Continued) for Windows XP StorageCraft File Backup and Recovery with Backup Step 4 - Delete each StorageCraft File Based Backup task. 3 Startup Menu and Tray Icons Tray Icon The tray icon will be utilized by StorageCraft File Based Backup to notify you of backup actions. You can configure balloon notifications to show you when important backup actions take place (default), when any backup action takes place, or you have the option to display no balloon notifications. Double-clicking the StorageCraft File Based Backup tray icon appearing in the system tray in the bottom right-hand corner of the Windows taskbar will launch the StorageCraft File Based Backup Status Viewer. Balloon Notification Levels Depending on setting, service related messages will appear in a balloon which will come from the File Based Backup Status Viewer in the system tray. None This setting prevents all service related messages from displaying. Standard (Default) This setting indicates when an immediate backup or restore request is received, and when a backup priority scan starts and completes. High This setting indicates when an immediate backup or restore request is received, when a backup priority scan starts and completes and it will also specify each file that is added to the backup queue. Exit StorageCraft File Based Backup Status Clicking Exit StorageCraft File Based Backup Status will end the process BackupServiceFormView.exe (StorageCraft File Based Backup Status Viewer) and doing so will not hinder ArchiveService.exe (StorageCraft File Based Backup) from performing properly. The StorageCraft File Based Backup Status Viewer can be reopened from Start > All Programs > StorageCraft > File Based Backup. Start Menu StorageCraft File Based Backup can be accessed from the Start Menu by going to Start > All Programs > StorageCraft > File Based Backup. StorageCraft File Based Backup From the StorageCraft File Based Backup program group you will see the options below. Check For Updates Click the Check for updates button to compare the current software version against that of the available version found on the download servers. If an update is available, you ll be provided information about the update and the opportunity to update the software StorageCraft Technology Corporation StorageCraft Support Center Page 12 of 36

13 Common Folders and File Type Setup StorageCraft File Backup and Recovery with Backup From the Common Folders and File Type Setup shortcut you will be able to control the backup level for common folders and file types. By default, 20 critical file extensions are marked for a backup priority. During each Audit, StorageCraft File Based Backup will identify files with the file types listed here and mark them for a backup priority if not already marked. You can use this shortcut to modify this list at any time. Default extensions.doc,.docx,.xls,.xlsx,.ppt,.pptx,.pst,.dbx,.wab,.eml,.mdb,.accdb,.qbw,.qdf,.ptw,.ptb,.qel,.qph,.nsf. Default folders Desktop (For all users), Documents (For all users) StorageCraft File Based Backup Status Viewer StorageCraft File Based Backup Status Viewer allows you to monitor the progress and interact with files currently being backed up. The StorageCraft File Based Backup Status Viewer can be launched a number of ways. However, the easiest way to open the viewer is by double-clicking the StorageCraft File Based Backup icon appearing in the system tray in the bottom right-hand corner of the Windows taskbar. 4 Dashboard and Account Configuration Default Credentials Your primary account and password are created automatically when you click File Based Backup in the Partner Portal. Note: The default credentials displayed when you first started using File Based Backup (File Backup and Recovery with Backup ), will be shown even after changing the password for the account. This will change in future revisions of the product. Dashboard Login Enter your Username and Password to login to your account then click Login. This will take you to the Dashboard StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 36

14 StorageCraft File Backup and Recovery with Backup Dashboard On the Dashboard click Add a new account. Account Details Complete the new account details. 1. Select the service plan. 2. Select the account type (Business or Individual). 3. Enter the Company name you want to use. 4. Select the Account Size (maximum amount of storage that can be used by this customer. 1 to GB) 5. Click Next to continue StorageCraft Technology Corporation StorageCraft Support Center Page 14 of 36

15 StorageCraft File Backup and Recovery with Backup Reporting Click Reporting to display the Reporting options. Storage Usage Report The Storage Usage Report displays the Customer name, number of computers for the selected account, Storage Capacity, Storage Used, and the Percentage Used StorageCraft Technology Corporation StorageCraft Support Center Page 15 of 36

16 StorageCraft File Backup and Recovery with Backup Client Version Report The Client Version Report displays the Customer name, Computer Name, OS version, Processor Architecture, and the Software Version. Backup Configurations Backup Configurations consist of Standard Configurations (pre-defined) and Rule Sets (defined by you) StorageCraft Technology Corporation StorageCraft Support Center Page 16 of 36

17 Standard and Master Configurations StorageCraft File Backup and Recovery with Backup Standard and Master Configurations give you the Actions to View/Edit, Test, Delete, View Accounts and set the account as default StorageCraft Technology Corporation StorageCraft Support Center Page 17 of 36

18 Adding Rules StorageCraft File Backup and Recovery with Backup 1. Click Add New Rule to create a new one. 2. Select the type of rule: - Directory Path Rule - File Path Rule - File Extension Rule - Filename Rule - File Attribute Rule Note: File Attribute Options include: File Size, Last Modified, or Drive Type File Size and Last Modified are File Attributes rules. File Attribute rules match metadata about a particular file. They are specific to files, and do not match directories. Drive Type identifies the type of a volume. For example, Removable, Fixed, or Remote. These rules apply to any volume, directory, or file. - Composite Rule Note: Composite Rules organize their constituent components into rules that are executed within a logical AND statement. Therefore, all constituent rules must match a particular path in order for the Composite Rule as a whole to match the path. As an example, suppose you have a Composite Rule with two children: Extension Rule:.jpg File Size 100Kb In this case, JPEGs larger than 100Kb would match the Composite Rule, but JPEGs smaller than 100KB would not match the rule. Thus, the Composite Rule provides a greater degree of flexibility when controlling what you want to back up. or (Step 2 Continued) If you don't want to create a new rule, 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 18 of 36

19 Click Edit Name to edit an existing rule. StorageCraft File Backup and Recovery with Backup Account Settings Account settings options allow you to: Change passwords Change default alert thresholds Configure alerts Track documents that have been reviewed and accepted. Change Password 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 19 of 36

20 Change Alert Thresholds for Cloud StorageCraft File Backup and Recovery with Backup Configure Alert Notifications for Cloud 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 20 of 36

21 Documents Reviewed and Accepted StorageCraft File Backup and Recovery with Backup Software Downloads The Software Downloads section allows you to download a single Windows.exe installer that installs both 64-bit and 32-bit versions of the local client. Download and install the client on the machine you want to backup. 5 Creating a Backup and Analyzing Data 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 21 of 36

22 StorageCraft File Backup and Recovery with Backup Create a New Backup Account (in the Partner Portal) 1. Login to the Partner Portal. 2. Click File Backup and Recovery (in the Navigation window on the left). 3. In the Dashboard click Add a new account. This displays the Account Details window. 4. Select STC Service Plan (if it isn't already selected). 5. Select the account type (Business or Individual). 6. Enter the Company or Individual Name you want to use. 7. Select the Account Size (max. memory this account can use. From 1 to GB). 8. Click Next. Add a File Based Backup 1. Find the New Accounts block. The File-Based Backups column is inside the New Accounts block. 2. Find No file-based backups yet. Add one? (In the File-Based Backups column). 3. Click Add one. When you click Add one, it displays the File Based Backup Install Options window. File Based Backup Install Options Detailed instructions for this process are included in the user interface. 1. Select one of the install options: Add Computer Through the Client Software Add Computer with Automated Windows Script 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 22 of 36

23 Add Computer with a Manually Created License 2. Click the File Based Backup button. StorageCraft File Backup and Recovery with Backup Clicking on the Add File Based Backup button displays the Confirm Account Changes page. 3. Click the Confirm button. 4. Click the Account Changed Overview button to see the changes and continue. This completes the first part of setting up File Backup and Recovery in the Partner Portal. Next you need to set up the client software on the machine to be backed up. Configuring the Workstation to be backed up See Installation for additional details on installing the client if necessary. 1. Start the File Backup and Recovery client software on your workstation. (Start > All Apps > StorageCraft > File Backup and Recovery). This displays the client Create Account login screen. 2. Enter the username and password for the File Backup and Recovery account created in the Partner Portal. 3. Click Log-in. This displays the screen where you select your account. 4. Click Existing account (radio button). 5. Select the account from the Account dropdown list. 6. Click Next to continue. This displays the Pick an option page StorageCraft Technology Corporation StorageCraft Support Center Page 23 of 36

24 StorageCraft File Backup and Recovery with Backup 7. Select one of the options (Create a new backup or Connect to an existing backup). For this example we chose to create a new backup for a computer named M-i7. 8. Click Add Computer. If everything works correctly this displays the Activation Successful screen. This completes this part of the client workstation (machine to be backed up) configuration. Backup Configurations - Account Overview (in the Partner Portal) 1. Login to the Partner Portal. 2. Click Managed Service Providers (MSP) from the Navigation panel on the left. 3. Click File Backup and Recovery in the MSP submenu. (Login to the File Backup and Recovery area if necessary). 4. Click Backup Configurations. This displays the Account Overview for the current user. 5. Click File Backup and Recovery Details StorageCraft Technology Corporation StorageCraft Support Center Page 24 of 36

25 StorageCraft File Backup and Recovery with Backup Clicking File Backup and Recovery Details link in the Account Overview screen displays the details page. 6. In the File Backup and Recovery Details page you can - Add Another Backup - Modify Storage Capacity - View Monitored Items - Change Configuration 7. Preparing for the Backup StorageCraft Technology Corporation StorageCraft Support Center Page 25 of 36

26 StorageCraft File Backup and Recovery with Backup 8. Suggestions for Using the Backup. 9. Backup Options: 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 26 of 36

27 StorageCraft File Backup and Recovery with Backup 10. Rerun Analysis Preferences 11. Run the Backup 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 27 of 36

28 StorageCraft File Backup and Recovery with Backup 12. Backup Details 6 File Backup and Recovery Status Viewer 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 28 of 36

29 The Backup Status Viewer allows you to monitor the progress and interact with files currently being backed up. The StorageCraft File Based Backup Status Viewer can be launched a number of ways. However, the easiest way to open the viewer is by double-clicking the StorageCraft File Based Backup icon appearing in the system tray in the bottom right-hand corner of the Windows taskbar. Backups Tab The Backups Tab is a view that shows data that has been queued for backup either from a backup scan or the Backup Remotely Now function. Restores Tab The Restores Tab is a view that shows data that has been queued for restore by request from the client system. Menu From this menu you can access the menu options shown below. File From this menu option you can access the File menu options shown below. Restart Service: Using this function will cancel all backup and restore activity; stop running backup priority scans, clear any errors found in the status viewer, and restart ArchiveService.exe (StorageCraft File Based Backup). This is a simple troubleshooting technique which can resolve many issues. Minimize to Tray: Use this function to return the Status Viewer to its default starting position in the system tray. While docked in the system tray, the process BackupServiceFormView.exe (StorageCraft File Based Backup Status Viewer) will continue to operate. Exit: Clicking Exit will end the process BackupServiceFormView.exe (StorageCraft File Based Backup Status Viewer) and doing so will not hinder ArchiveService.exe (StorageCraft File Based Backup) from performing properly. The StorageCraft File Based Backup Status Viewer can be reopened from Start>All Programs>StorageCraft>File Based Backup. View From this menu option you can access the View menu options shown below. Clear Errors: Clear Errors will purge files logged in the Status Viewer that didn t backup because of an error. Additionally, these errors are logged in a log file which can be viewed with Microsoft Event Viewer. Tools From this menu option you can access the Tools menu options shown below. Cancel All Transfers: This action will cancel all backup and restore activity and stop running backup priority scans. Upload Event Log: Clicking Upload Event Log will send the current log file to StorageCraft and can be reviewed upon request. Every day, the StorageCraft File Based Backup event log is uploaded to StorageCraft which is configurable from Microsoft Task Scheduler/Scheduled Tasks. The log file can be viewed with Microsoft Event Viewer and is helpful with identifying problems and viewing what has taken place that day. Audit: Clicking Audit will initiate a complete system scan which takes a complete snapshot of the system directory; detailing data marked/not marked for a backup priority, last backup date/time, file properties, network settings and scan settings. After completion, this audit is automatically uploaded to StorageCraft and is a support tool utilized internally and also drives the creation of the reports that can be subscribed to. License Info: This option allows you to import a different license s credentials to access that archive. Provide the license key and password for a different account and you will be able to see that archive. Certificates From this menu you can access the Certificates menu options shown below. StorageCraft File Backup and Recovery with Backup Certificates Menu - Select: This option allows you to select or re-select the certificate the service uses for authentication. In some cases, you may be importing a certificate or requesting a new one and it may be necessary to manually select it before it can be used StorageCraft Technology Corporation StorageCraft Support Center Page 29 of 36

30 Certificates Menu - Import: Importing a certificate is necessary when transferring a license from one machine to another after a hardware failure on the original machine. A certificate is created upon installation with each license and is needed to access any data associated with that account. Certificates Menu - Request: This option simply retrieves a new certificate to authenticate any future data on your archive. Backup Options From this menu option you can access the Backup Options shown below. General: The General tab displays the label for the remote archive folder and allows you to change it. By default, it will display My Remote Backup. Network: The Network tab allows you to control the network bandwidth usage for each priority of the backup scan. The first 3 settings are different variations of our service as a background process so it will not have an impact on the machine if a user sits down and starts working. The very high setting brings our service to a foreground process and will use all available bandwidth to complete the backups and anyone using the machine may notice a performance impact. File Type Backup: By default, 20 critical file extensions are marked for a backup priority. During each Audit, StorageCraft File Based Backup will identify files with the file types listed here and mark them for a backup priority if not already marked. During installation this list can be modified and added to. This can take place after installation from the software folder found via the Start>All Programs menu and is also accessible from the File Type Backup Tab from Backup Options. Default extensions:.doc,.docx,.xls,.xlsx,.ppt,.pptx,.pst,.dbx,.wab,.eml,.mdb,.accdb,.qbw,.qdf,.ptw,.ptb,.qel,.qph,.nsf. Local Storage: The Local Storage tab displays where your local storage copies of your backup archive are stored. If you have with local copy selected on any of your datasets this is where you identify the location where these copies will be stored. By default, it is in GRBData\local on the C:\, however you may set any storage device with appropriate space as the local storage. Note: if you have local storage set and remove it, the backups will not work until it is replaced or a new storage set. Scans: The Scans tab is where you administer the different scan schedules. Highlighting a scan by clicking on it brings the buttons below into view. Run, starts the scan right then regardless of its scheduled time, remove deletes the scan from the menu, and edit allows you to enable or disable the scan and change its scheduled start time. All scans can also be accessed and administered through the windows task scheduler under the StorageCraft File Based Backup task library. User Information: The User Information tab displays the license key for your software and is useful to StorageCraft File Based staff when troubleshooting your account. Service Options From this menu option you can access the Services Options shown below. Maximum Uploads in Progress: Maximum Uploads in Progress allows for specifying how many files will be queued for backup at any given time. Only one file will back up at a time if the network settings are not fully optimized. A higher setting is helpful for uploads of a significant amount of small files that are not very large in size. Inputting a higher setting should be paired with a system optimized with memory and a high performance processor. A lower setting is sufficient for the average data set and computing system. Enable Debug Log: Enabling the Debug Log is an advanced debugging tool used rarely at the request of a StorageCraft technician. Enable Icon Overlays: Enabling Icon Overlays turns on the Icon Overlays which are seen on any file that is marked for backup. Disabling Icon Overlays might be desired for a less invasive user experience. Ask how to handle files not marked for backup: If enabled, you ll be provided the opportunity to specify a backup priority for any item not already marked for backup when the manual backup feature is used. Additionally, a priority can be automatically assigned to any manual backup item. Advanced Service Options StorageCraft File Backup and Recovery with Backup This option provides you with advanced options for several service properties. These options are typically utilized by advanced users or IT professionals. Domain: The Domain should never be changed unless directed by StorageCraft. A proper domain, credentials and an Archive GUID allows for a successful connection to your archive on the StorageCraft servers. Upload Query Retry Time (ms): This value determines how frequently the next file to backup attempts to backup when in queue. The default value is 6000ms. Minimum Retry Delay (sec): This value determines how frequently a backup should reattempt to establish connection if previously unsuccessful StorageCraft Technology Corporation StorageCraft Support Center Page 30 of 36

31 StorageCraft File Backup and Recovery with Backup Temporary Files: Specify a location for storage of Temporary Files. When a file is in the process of backing up, StorageCraft File Based Backup makes a temporary copy of the file to this location. At that point, the lock on the original file is released and StorageCraft File Based Backup works from the temporary copy. After the backup operation for the individual file commences, the temporary data is purged. Configuration Data: Specify a location for storage of Configuration Data. The information stored here is vital to the retention of data backup sets, settings. Log Files: Specify a location for storage of Log Files. Audit and debug logs are stored here while event logs are temporarily stored here until they are uploaded. Database Backups: Specify a location for Database Backups. Properly configuring a Microsoft SQL database backup will output a local backup here which will automatically backup remotely. Maximum Log Size: This value is the Maximum Log Size before it is automatically uploaded. Regardless of size, the log is uploaded automatically every day as result of the Upload Event Log task. The activity of the current day can be viewed with Microsoft Event Viewer prior to upload. 7 Restoring Files from a Backup Using Context Menu Options 1. Go to This PC on Windows explorer 2. Right Click on the StorageCraft File Based Backup in Devices and Drives (Windows 10 - specific options may vary). This displays the context menu. 3. Click Audit. This starts an audit scan. Restoring Files Restoring files from file based backup Backed up files can be restored by accessing the archive found in the "Other" category in "Computer." "Computer" can be accessed by holding down the Windows key and pressing E, or tapping the Windows key and clicking "Computer." 1. Double click the StorageCraft File Based Backup (shows the folder for your computer name) 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 31 of 36

32 StorageCraft File Backup and Recovery with Backup 2. Double click the computer name (this opens the folders to choose from) Inside the root of the archive, there will be a folder with the name of the archive. 3. Once inside the Archive folder there will be one Media folder for each volume that has files backed up. These Media folders will have the name of the volume, if available, or the unique media ID if not. Inside the Media folders will be all of the files backed up by that volume with each retaining the directory layout of that volume. 4. Navigate to the location of the file that is to be restored. Files or folders can be restored by right clicking on the specific folder or file to be restored. The Retrieve option will restore the folder or file to the exact location that it was backed up from. The Restore to option allows the file or folder to be restored to any location the user selects. 5. If you double click on a file, the archive will display all revisions of the file, so the file can be restored from a different date than the default, most recent revision. When viewing revisions, change the view type to "Details" to be able to see when each revision was uploaded StorageCraft Technology Corporation StorageCraft Support Center Page 32 of 36

33 StorageCraft File Backup and Recovery with Backup 6. Right click on the file you want to restore or retrieve. - Retrieve puts the file back where it was originally. - Restore allows you to save/restore to a location you select. 8 Advanced Properties Advanced Properties consist of a window with 2 tabs: StorageCraft File Based Backup External Process Settings To display the Advanced Properties: 1. Right Click a file protected by StorageCraft File Backup and Recovery. This displays the right click menu screen. 2. Click StorageCraft File Based Backup. This displays the options for StorageCraft File Backup and Recovery with Backup. 3. Click Advanced Properties. This displays the Advanced Properties window. StorageCraft File Based Backup 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 33 of 36

34 StorageCraft File Backup and Recovery with Backup Backup This option allows you to control what gets backed up and what doesn't. It also alows you to choose whether inheritance applies or not during automatic backup. Check the Inherit box if you want inheritance to apply. Uncheck the box if inheritance shouldn't apply. Backup options are: Yes - (back the item up) Yes - Honor Exclusions (back the item up but honor exclusion overrides) No - (don't back this item up). Click the radio button next to the option to make the item part of future automatic backups. Backup Algorithm The Backup Algorithm allows the user to select the type of backup for the currently selected file or folder. Backup Algorithm options are: Differential with Local Copy - The service will backup changes to a file after the initial full backup but WILL store a local copy of the file in the GRBData\local directory of the installation drive. Differential without Local Copy (Default) - The service will back up only changes to data after the initial full upload and it will not store a local copy of the data. Full - The service ignores the differential aspect of the software and does a full backup of the data set each time the scan runs. Please note this option will cause the backups to be less efficient and will take up significantly more space in your offsite archive. Maximum Number of Revisions This setting allows the user to stipulate how many copies that they can go back and restore from the most recent copy of the data set. By default, the 5 most recent revisions of a file are kept. The user can set this number to whatever they wish. Please note that storing more than 5 revisions on especially large data sets will use significantly more space in the offsite archive. Last Backup Displays the date and time when the currently selected file was last backed up StorageCraft Technology Corporation StorageCraft Support Center Page 34 of 36

35 External Process Settings StorageCraft File Backup and Recovery with Backup Occasionally a file has an exclusive lock that prevents StorageCraft File Based Backup from accessing it for backup. Properly configuring External Process Settings allows command line parameters to override the lock so that StorageCraft File Based Backup can back up the file. Pre-Backup Task A pre-backup task will operate prior to accessing the file for backup. A common task is to close a program that might be accessing the selected file. Common programs that require this option to ensure proper backups are made include Outlook and QuickBooks. Post-Backup Task A post-backup task will operate after the completion of the file backup. A common task is to open a program that was previously closed with the pre-backup task. Examples of Pre-Backup and Post-BackupTasks The examples below should only be utilized if you're an advanced user or IT professional. "taskkill /IM <process name>" - Stops any process gracefully. Same as clicking the close button on a process, so if there is unsaved data, the process may bring up a confirmation dialog to quit. "taskkill /IM /F <process name>" - Hard kills a process. Not usually recommended because of abrupt termination of process (No chance to save data, etc.) "sc stop <service name>" - Stop a service. "sc start <service name>" - Start a service. "<path to executable file>" - Start any executable: e.g. "C:\Program Files\Microsoft Office\Office\Outlook.exe" will start Outlook (if that's where it's located) 9 Additional Features Miscellaneous Functionality This page contains help items pertaining to various tasks such as Uninstallation and Reinstallation StorageCraft Technology Corporation StorageCraft Support Center Page 35 of 36

36 Microsoft Task Scheduler - Scheduled Tasks StorageCraft File Backup and Recovery with Backup Important: The preferred method for configuring backups is with Manage Scans. However, you can use Microsoft Task Scheduler/Scheduled Tasks for advanced modifications to backup scans. For example: You can configure a scan to start when the system is idle or when your system starts up (which is not one of the Manage Scans options). StorageCraft strongly suggests that you initiate new scans with Manage Scans instead of using Microsoft Task Scheduler/Scheduled Tasks. Microsoft Event Viewer You can view any and all events in the StorageCraft File Based Backup service with the Microsoft Event Viewer. It records uploads, restores, errors, restart messages and audit start/completion information. To view events: 1. In Microsoft Windows open the Start menu. 2. Start Control Panel. 3. Select System Maintenance. 4. Select Administrative Tools. 5. Select Event Viewer. 6. Select Application and Service logs to find the StorageCraft entries. 7. Click StorageCraft File Based Backup. Registry Credential Access Every backup service license key is associated with the authentication credentials used during installation. The credentials are stored in the registry. If you need to install the software on a different machine after hardware failure you need these credentials. To access the credentials, open the registry, (start, run, regedit ), expand the HKEY_LOCAL_MACHINE key, expand Software, expand StorageCraft, Expand StorageCraft File Based Backup, expand ArchiveIds, you will then see an alpha numeric Id, if you click on this you will see values for Password and UserName appear in the main window of the registry. Copy and paste these values into a text file for use in another installation for that license on a new machine. The information may also be helpful as a reference when contacting us for support StorageCraft Technology Corporation StorageCraft Support Center Page 36 of 36