Create Custom Backup Profiles

Add a Profile

From New

  1. Log in to the Management Console under a SuperUser account
  2. Select Profiles from the vertical menu

  3. Click Add profile
  4. Assign a name to the profile and specify the name of the customer the profile will be available to

  5. Click Add

Tip: Create a separate backup profile for each operating system.

By Copying Existing Profiles

If you have an existing profile which you need to duplicate, this can be done by:

  1. Log in to the Management Console
  2. Select Profiles from the vertical menu on the left-hand side of the page

  3. Choose the Customer the Profile belongs to from the dropdown

  4. Find the Profile you need to duplicate and click the duplicate icon to the right of the profile name

  5. Once the profile has been copied, a banner will be displayed to advise the profile has been successfully cloned and it will appear in the Profiles list with the same profile name 'ExistingProfileName - clone'

  6. Make any required changes to the copied profile
  7. Click Save at the bottom of the page

Configure the Profile

Once the profile has been created, either from new or by duplicating an existing one, you can configure all settings required:

These steps must be followed for each data source you wish to configure under the profile

  1. Select the Data Source
  2. Select the Backup Policy to use

    3. There are 3 backup policies to choose from:

    • Backup - a force backup policy (overwrites local settings). It covers both the backup schedule and the backup selection. It is unavailable for data sources that require access credentials (such as Oracle or Network shares)
    • No backup - excludes a data source from backup, even if it is included in the backup selection locally
    • Keep local settings. This is a mixed option using which the backup schedule is configured through the profile while the backup selection is configured locally

  3. Configure the policy Backup Schedule 
    1. Select the Frequency

      The following frequencies can be selected:

      • Every 24 hours
      • Every 12 hours
      • Every 6 hours
      • Every 4 hours
      • Every 2 hours
      • Every 1 hour
      • Every 30 minutes
      • Every 15 minutes
    2. Choose a start time for the schedule

      Start Times can only be provided for the 24 hour, 12 hour and 6 hour frequencies

    3. If not using the Every 24 hour frequency, you will also be provided with an option to prevent backups starting during working hours. When selected you will be required to provide working hours at the bottom of the screen

    4. Prior to the 18.4 release, backup schedules configured through the profiles ran on a certain day/time basis. Those older schedules were automatically converted to the new frequency-based format, which allows backups to run more frequently and make sure all file changes are protected.

  4. Apply additional settings as required, such as:
    • Auto select locations - Checking this allows the profile to auto-populate the backup selection with documents, images and videos that have been detected on the machine

      This option will only be available for profiles where the setting was previously enabled.

    • Backup file locations - This option is only available if Auto Select Locations is un-checked and allows you to select the specific locations to be backed up
    • Fail backup if data source not present - Only available on certain data sources including MS SQL, Exchange, SharePoint and Hyper-V, this setting - when enabled - will cause the backup to fail if the source is not present on the device where this profile is assigned
    • Filters or exclusions - Enter any file types or locations to be excluded from the backup

      For a list of predefined filters, examples of file type exclusions and suggested additional filters, see Backup Filters and Exclusions

  5. Click Save

Assign the profile to devices on the Management Console

When the profile is ready, you can assign it to devices:

  1. In the Management Console, select the devices to assign the profile to
  2. Click Assign Profile on the toolbar

  3. Select the profile from the list
  4. Click Save
  5. (optional) Add the Profile column to the view (to see the profiles assigned to each device)

You can edit, rename and delete existing profiles. Only those profiles that are not assigned to any devices can be deleted.