CaveoData

HELP INDEX

Getting Started

Connecting to a Backup Server

Running Backup Client

User Interface

Backup Client System Tray

Viewing Selected Files List

Performing a Backup

Right Click Function, Backup

Restoring Files

Deleting Files

Right Click Function, Restore

Getting Started

Connecting to a Backup Server

· What is the Backup Server?

When the Backup Client performs a backup, the data is transmitted to a Backup Server. The Backup Server is the destination system where the backup data is processed and stored. The data, which is encrypted, remains stored on the Backup Server and is available to be restored at any time.

· Where is the Backup Server?

The Backup Server can be located in several places and can be accessed via different communications channels. The Backup Server can reside on a local network or at a remote location. In addition, the Backup Server can be accessed via the Internet, a local network/Intranet or a direct dialup connection. The three methods are outlined in more detail below.

· Internet – For this method, the IP Address or host name of the remote system must be known.

· Local network/Intranet – For this method, the IP Address or host name of the local system must be known.

· Direct dialup – For this method, the IP Address or host name of the destination system must be known. The destination could be an Internet Service Provider (ISP) or a backup service provider. In this scenario, the "Dial-up Networking" component of the local Backup Client system must be installed and configured. Also, Remote Access Service (RAS) must be installed and configured on the Backup Server system to accept this type of incoming connection.

· What is a User Account?

The Backup Client must first connect to a valid user account on the Backup Server before attempting a backup. The Backup Server administrator is responsible for configuring backup users (i.e. accounts) on the Backup Server. User accounts require a username and password, and are configured with specific options pertaining to each particular account.

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Running the Backup Client

· Starting the Application

After the Backup Client has been installed, there are a number of different ways to easily start the application.

· Select the Backup Icon on the Desktop.

· From the Start Menu, click on the Backup icon in the Programs folder.

· Double-click the Backup Tray Control icon in the task bar or right-click the icon and select "Run Backup Client".

· Accessing the Configuration Options

The configuration options can be accessed in two different ways.

· From the Backup Client, select View, Options from the menu

· Right-click the Backup Tray Control in the Task Bar and select Options | General.

More information about setting the configuration options can be found in the Help Topics under the Configuration section.

· Setting the Destination and Username Fields

Although many of the default configuration options are sufficient, some fields must be specifically set before getting started.

· In the "Destination" option tab, the location of the Backup Server, the username, and the password must be set. A backup will not start unless these options are filled in.

· If modem is being used to connect to the Backup Server, the appropriate Dial-Up Networking option must be selected from the "Connection" option tab.

NOTE: It is important to verify that the configuration options described above are set correctly before performing a backup.

· Using the Application

After the basic configuration has been completed, the Backup Client application can be used to select files, run backups to either a local or remote server, and modify configuration options. It can also be used to restore files that were backed up to the Backup Server.

Warning: The use of Anti-virus applications that incorporate "real-time" scanning can cause conflicts and improper operation of the Backup Client.

In order to run the Backup Client and anti-virus applications together, you must "exclude" the Backup Client's temporary working directory from the scan list. Refer to your anti-virus application documentation for the necessary steps.

The actual path of the working directory, which defaults to <Backup Client Path>\Backup, can be located by selecting View->Options->Backup->Advanced Tab. The path is listed under "Temporary Files Folder".

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The User Interface

The user interface consists of a single main screen. This screen has three Tabs at the top. These tabs are for each of the three main functions of the program: Backup, Restore and Logging. The desired function can be displayed by clicking on the appropriate tab.
The interface looks very similar to the Windows 95™ Explorer, which makes it familiar and easy to use. Selected files can be browsed by expanding the drives or network resources in the tree view display on the left-hand side. Next to each folder and file is a checkbox. These are used for adding and removing files from the selection list.

Right-clicking on files and folders will produce a menu specific to that item. For instance, if the "Properties" option of a backed up file is selected in the restore view, it will display its backup history.

Viewing the selection history

A button on top of the list view indicated which directory is currently being viewed in the list view. If this button is pressed, a list of selection histories will be displayed. Selecting one of these history entries will change the selection.

Selecting files and folders

There are several different ways of selecting and unselecting files in the Backup Client:

1. Clicking on a checkbox

Clicking on a checkbox will select or unselect files. By default, when on a folder checkbox is clicked, all the subordinate files and folders will be added to the selection list.

2. Using a Filter

If a folder is selected, there will be two options under the "Edit" menu labeled "Apply Filter" and "Quick Select". The "Apply Filter" menu item allows a specific filter to be applied to the selected folder. In this way, filters may be used to include and/or exclude files during every backup. Optionally, the "Quick Select" menu item may be selected to perform a one-time backup using the selected filter(s). Customized filters can also be created with the filter wizard

3. Right-clicking on an item

Right-clicking on an item will display a menu of commands. If the item is a file, the first two commands will enable a file to be selected or unselected. If the item is a folder, the first two commands will enable either one level under the folder or the entire subtree to be selected or unselected.

4. Selecting multiple items in the list view

Multiple items can be selected in the list view by using the <Ctrl> or <Shift> key when clicking on individual items. When multiple items are selected, clicking on the checkbox of one of the selected items will select or unselect all of the items.

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Backup Client System Tray Program

The Backup Client Tray Control program runs in the Windows System Tray located at the opposite end of the Start button on the Task Bar. It serves as a backup scheduler and command center. This program includes several useful commands that are easily accessible. If the Tray Control icon is double-clicked without the application running, the Backup Client application will be launched. If the Tray Control icon is double-clicked with the application already running, the Backup Client window will be brought into view. The Tray Control provides the following commands by right-clicking on the Tray Control icon:

· Run Backup Client or Close Backup Client

If the Backup Client is not running, the "Run Backup" option will launch the program and wait for user interaction. If the Backup Client is running, "Close Backup Client" option will close the application.

· Backup And Close

This popup menu allows a backup set to be selected for backup. When the backup has completed, the application will close.

· Backup and Logoff

This popup menu allows a backup set to be selected backup. When the backup has completed, the Backup Client will attempt to logoff of the computer.

· Backup and Shutdown

This popup menu allows a backup set to be selected for backup. When the backup has completed, the Backup Client will attempt to shutdown the computer.

· Backup and Restart

This popup menu allows a backup set to be selected for backup. This option will immediately start a backup and attempt to have all other running applications save their data. After all applications have responded to the save request, a backup will be performed. Once that backup has completed, a system reboot will take place.

· Perform Full Backup

This popup menu allows a backup set to be selected for backup. A full backup will be performed on the selected backup set. This option will back up all selected files, regardless of whether the files have changed.

· View Backup Sets

This command will display the current list of backup sets and allow backup sets to be added, removed or modified.

· View Backup Schedules

This command will display the current list of schedules and allow schedules to be added, removed or modified.

· View Missed Events

This command will display the current list of failed backups and overdue schedules and allow outstanding events to be performed.

· View Latest Backup Log

This command will open the most recent backup log file in Notepad. The entire log file can be viewed without running the Backup Client application.

· Tools

This popup menu allows any available tools to be customized. These tools can be executed before or after a backup or restore.

· Options

This popup menu allows the three Options windows, "General", "Backup" and "Restore", to be displayed.

· About

This option will display the Backup Client "About" box, which contains version and support information.

· Help

This option will launch the online help for the Backup Client application.

· Exit

This option will close the Backup Client Tray Control program in the task bar. If scheduled backups are configured in the Backup Client, they will not execute unless either the Tray Control or the main Backup Client application is running. However, scheduled backups can also be executed using many third-party program schedulers. More information can be found in the "Command-Line Option" section.

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Viewing the Selected File Lists

The selected backup and restore files can easily be viewed with the "View selected files" options. This option (in the "Backup" drop-down menu) displays only the files that are currently selected for backup or restore. This is useful for several reasons:

· It can be confusing to navigate several drives and directories. The "View selected files" option reduces the view to only the selected files, thereby making navigation much easier.

· The "View the Selected Backup Files" option can be helpful in ensuring that the appropriate files are included in the backup. Important files should be included and any extraneous files should be excluded.

From the View menu in the Backup Client you may choose:

· Selected Backup Files – This option displays all files that are selected for Backup.

· Selected Restore Files – This option displays all files that are selected for Restore.

These two menu options will display the Selected Files Dialog, which contains the selected backup/restore files.

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Performing a Backup

1. Configure the Backup Client

After the Backup Client is installed and prior to performing a backup, the program must be configured correctly. An important setting is the specification of the "Backup Server Name or IP Address" and the "Username" in the Destination Option Tab of the General Options. These options can be viewed by selecting the menu item "View", "Options", "General". When the General Options window is displayed, the "Backup Server Address", "Username" and Password fields can be set in the "Destination" Tab.

2. Select which backup set you want to backup

One or more backup sets can be configured to hold file selections. The "Backup Set" button above the tree view is used to select the desired backup set. A list of all available backup sets will be displayed. When the desired backup set is chosen, the appropriate file selection will be loaded automatically.

3. Select Files to backup

Backup files are selected by clicking on the checkboxes next to folders and files. Filters can be applied easily by right-clicking on folders.

4. Start the backup.

A backup can be started one of several different ways.

· The "Backup Now" button can be pressed from the Backup Client.

· One of the backup options can be chosen from the Backup Client Tray Control menu.

· The Backup Client can be run from the command-line with the -b option. The -b option causes the Backup Client to automatically perform a backup when the program is executed.

5. Check the Log file.

The log file contains a detailed list of actions performed during the backup. It also contains a convenient list of summary information at the top of the file.

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Right-Click Functionality, Backup

Right-clicking on certain entries will display the following menu items.

· SELECT

One Level - selects only the files under this folder
Whole Subtree - selects all files and folders under this folder

· UNSELECT

One Level - unselects only the files under this folder
Whole Subtree - unselects all files and folders under this folder

· APPLY FILTER

When a folder is right-clicked, this option will display a popup menu that allows quick access to all available filters. Filters can be added and removed using this option. If there are filters on the particular folder that was right-clicked, they will have check marks next to them.

· QUICK SELECT

When a folder is right-clicked, this option will display a popup menu that allows quick access to all available filters.
If a filter is chosen, the folder and subfolders will be scanned in order to select or unselect files.

· View Backup Sets

This option will display the current list of backup sets, and allows backup sets to be added, removed or modified.

· View Backup Schedules

This option will display the current list of schedules, and allows schedules to be added, removed or modified.

· View Missed Events

This option will display the current list of missed backups and overdue schedules, and allows outstanding missed events to be performed.

· VIEW SELECTED FILES

This option will display the currently selected files for backup in a single list.

· VIEW FILTERS

This option will display the filter list window, and allows filters to be added, removed or modified.

· PROPERTIES

The "Properties" option will display information for the selected folder or file. If a folder is chosen, the list of filters applied to that folder will be displayed, and the filter settings may be modified.

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RESTORING FILES

1. Select the files to restore.

The desired files must be selected before beginning the restore. Restoring older versions of files can be accomplished by changing the backup date that is currently set for the display. The button on top of the tree view indicates the current date that is used to display current files available for restore. A list of available backup dates, along with three "view options" can be viewed by pressing this button. The three view options are described below:

Show Files Before: This option will display all the files backed up before the selected date. If a file has been deleted in a previous backup, it will not be displayed in the restore view for selection.

HINT: To restore a group of files as of a specific backup, the Show Files Before option should be selected, along with the appropriate date in the restore date list.

Show Files After: This option will display all the files backed up after the selected date.

HINT: To view all the files that are available for restore including previously deleted files, the Show Files After option should be selected, along with the oldest backup date in the restore date list.

Show Files On: This option will display all the files backed up on the selected date. This is the most restrictive option. Only the specific files that were backed up on the selected date will be displayed for selection in the restore view.

2. Start the restore by selecting the Restore Now button.

3. Specify where to save the restored files.

This option allows restored files to overwrite existing versions of the files or to be copied to a specific location.

4. Check the Log file.

The log file contains a detailed list of actions performed during the backup. It also contains a convenient list of summary information at the top of the file.

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DELETING FILES

WARNING: Once files are deleted from the Backup Server, they cannot be restored in the future!

1. Select the files to delete.

The desired files must be selected before beginning the delete. By default, all versions of all files available for deletion on the server are displayed. If a file is selected for deletion, all versions of the file will be removed from the server. After the delete operation has completed, the deleted file cannot be restored from the server in the future.

2. Start the delete by selecting the Delete Now button.

3. Verify the delete operation by reviewing the deletion message.

4. Check the Log file.

The log file contains a detailed list of actions performed during the delete. It also contains a convenient list of summary information at the top of the file.

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Right-click Functionality, Restore

Right-clicking on certain entries will display the following menu items.

· SELECT

One Level - selects only the files under this folder
Whole Subtree - selects all files and folders under this folder

· UNSELECT

One Level - unselects only the files under this folder
Whole Subtree - unselects all files and folders under this folder

· VIEW SELECTED FILES

This option will display the currently selected files for restore in a single list.

· BACKUP HISTORY

This option will display the backup history of the files in a date list. Files can be selected or unselected using this list.

· GET VOLUME LIST FROM SERVER

This option will query the server for all the volumes that are available for restore. If multiple volumes (drives) have been backed up, a complete list will be returned. This feature is useful if data is being restored on a previously damaged system.

· GET FILE LIST FROM SERVER

This option will query the server for all the files that are available for restore under the volume selected. This feature is useful if data is being restored on a previously damaged system.

· PROPERTIES

The "Properties" option will display information for the selected folder or file. The information for a file includes the file name, file type, file size, first backup date, last backup date, and a list of dates indicating the backup history of the file. Files can be selected and unselected based on file history.

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For information on Off-Site Backup services offered by CaveoData
Send your inquiry to Info@CaveoData.com or call 606.845.1307.