Enterprise backup procedures

1

Select the backup system or navigation group in the Navigation pane and click Backup.

The list of available clients is determined by what you select in this step:

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Select a navigation group to display only its clients.

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Select the backup system to display all clients that can be protected with file-level backups. The blue system icon displays to the left of each backup system in the Navigation pane.

2

Click the Schedule Backup tab.

3

Enter a unique Schedule Name and a Schedule Description.

4

Select a Calendar from the list.

To view only the calendars for a given OS, click Filter by OS Family in the upper-right and select an operating system from the list.

5

Check boxes to select the clients you wish to protect.

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You must select at least one client.

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To select all clients, check the gray box above the first client check-box.

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The backup system is listed as a client. Do not select it for backup.

6

Click Show Per-Client Selection and Option Lists in the bottom left of the screen.

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The Selection Lists area shows available include and exclude lists. To see only the lists for a given OS, click Filter by OS Family above and choose an OS.

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The Option Lists area shows available backup options. To see only the options for a given OS, click Filter by OS Family above and choose an OS.

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Hover over a list icon to see associated details, such as OS and list type.

7

Apply selection lists and option lists to clients as desired. For details, see the To apply a selection list or option to one client, To apply a selection list or option to multiple clients, and To apply a split selection list or option.

Notes:

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For selective backups, an include list is required. For hot bare metal, selection lists are not supported. For full, differential, and incremental backups, inclusion lists are supported for Windows (version 7.2 or higher) and Linux (version 8.0 or higher) clients, and exclusion lists may be used, but are optional. For details, see About Enterprise selection lists and About backup options.

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For Windows clients - To perform Windows instant recovery or integrated bare metal recovery, the boot disk and any critical system disks must be included in the backup. See Using selection lists with WIR and integrated BMR for details.

8

Click Show Advanced Execution Options below the client grid and check the desired boxes.

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Include All New Clients In This Schedule By Default to automatically add new clients to this schedule.

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E-Mail Schedule Report to receive a summary showing backup results and performance for each client in the schedule. The report is mailed to the address or addresses specified in the Schedule Summary field on the Email Recipients Configuration page. You also have the option to receive a PDF attachment of the report to the email. See About configuring notifications for details.

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E-Mail Failure Report to receive a summary of all backup failures that occurred in the last hour. The report is mailed to the address or addresses specified in the Failure Reports field on the Email Recipients Configuration page. You also have the option to receive a PDF attachment of the report to the email. See About configuring notifications for details.

9

Click Schedule to create the schedule and launch backups in accordance with the associated calendar.

To apply a selection list or option to one client

Important! For Windows clients, to perform integrated bare metal recovery or Windows instant recovery, boot and critical system volumes must be included in the backup. Do not use selection lists unless you are sure these volumes will be included. See Using selection lists with WIR and integrated BMR for details.

1

View the desired schedule. See To view or modify an Enterprise backup schedule for details.

2

Click Show Per-Client Selection and Option Lists in the bottom left corner.

3

Click a selection list or option icon, drag it to the Inclusions, Exclusions, or Options field of the desired client, and release. The Default setting is replaced by the list.

If nothing happens when you release the icon, verify the following:

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You are hovering over the correct list type column. For example, an include cannot be applied to the Exclude column.

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The list or option is defined for the OS of the client. For example, a Windows selection list cannot be applied to a Linux client.

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The list or option supports a backup type on the calendar. For example, an exclude cannot be applied to a schedule whose calendar contains only selective backups.

4

Click Save.

To apply a selection list or option to multiple clients

Important! For Windows clients, to perform integrated bare metal recovery or Windows instant recovery, boot and critical system volumes must be included in the backup. Do not use selection lists unless you are sure these volumes will be included. See Using selection lists with WIR and integrated BMR for details.

1

View the desired schedule. See To view or modify an Enterprise backup schedule for details.

2

Click Show Per-Client Selection and Option Lists below the client grid.

3

Click a selection list or option icon, drag it to the Inclusions, Exclusions, or Options label at the top of the column, and release. The list is applied to all selected clients whose OS matches that of the list.

If nothing happens when you release the icon, verify the following:

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You are hovering over the correct list type column. For example, an include cannot be applied to the Exclude column.

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The list or option is defined for the OS of the client. For example, a Windows selection list cannot be applied to a Linux client.

•

The list or option supports a backup type on the calendar. For example, an exclude cannot be applied to a schedule whose calendar contains only selective backups.

4

Click Save.

5

To apply a list to all selected clients, drag the list icon to the Inclusions, Exclusions, or Options label at the top of the column and release. The list is applied to all selected clients whose OS matches that of the list.

To apply a split selection list or option

Important! For Windows clients, to perform integrated bare metal recovery or Windows instant recovery, boot and critical system volumes must be included in the backup. Do not use selection lists unless you are sure these volumes will be included. See Using selection lists with WIR and integrated BMR for details.

Use this procedure to apply different selection lists or options to each backup type defined in the schedule's calendar.

For example, when creating a schedule that includes multiple backup types, such as a full and an incremental, use the split to apply one exclude list to the full and another to the incremental.

1

View the desired schedule. See To view or modify an Enterprise backup schedule for details.

2

Click Show Per-Client Selection and Option Lists below the client grid.

3

Click the Split selection list or option icon, drag it to the desired Inclusions, Exclusions, or Options field or column, and release. The Create Split window launches.

4

Drag a selection or option lists icon to a backup type and release to apply. The list displays on the backup. Repeat to modify each backup type as desired.

5

Click Save.

6

Split displays in the client grid indicating the clients to which the split has been applied.

7

Click Save.

To execute an Enterprise backup schedule immediately

1

Select the backup system in the Navigation pane and click Backup.

The blue system icon displays to the left of each backup system in the Navigation pane.

2

Click the Schedules tab.

3

Select the desired schedule in the list and click Run Now.

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The schedule must be enabled to execute. A yellow light bulb to the left of the schedule name indicates the schedule is enabled.

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All backups scheduled to run today are queued and execute as soon as possible. Select Status > Present to view queued and running jobs.

To view or modify an Enterprise backup schedule

Active (running) schedules cannot be modified.

1

Select the backup system in the Navigation pane and click Backup.

The blue system icon displays to the left of each backup system in the Navigation pane.

2

Click the Schedules tab.

3

Select the desired schedule in the list and click View/Modify.

4

Modify settings as desired and click Save. For details, see To create an Enterprise backup schedule.

To view all schedules by month or day

Use this procedure to look at all schedules in a consolidated view on a read-only calendar.

1

Select the backup system in the Navigation pane and click Status.

2

On the side of the Status page, click the Future blind.

3

The Schedules Calendar displays a monthly view of scheduled backups.

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Click the arrows at the top of the page to scroll to another month.

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Hover over a colored backup instance to see details about the schedule.

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For a daily view, click a day to zoom in. Click the arrows at the top of the page to scroll to another day. To exit the day, click Return to Month View.

To copy an Enterprise backup schedule

1

Select the backup system in the Navigation pane and click Backup.

The blue system icon displays to the left of each backup system in the Navigation pane.

2

Click the Schedules tab.

3

Select the desired schedule in the list and click Copy.

A new schedule called Copy of <existing schedule name> displays in the list.

4

Select the copy in the list and click View/Modify.

5

Modify the schedule name and other settings as desired.

For more information, see To create an Enterprise backup schedule.

6

Click Save.

7

Select Rename to save the schedule with the new name.

To enable or disable an Enterprise backup schedule

A schedule must be enabled for its backups to execute.

1

Select the backup system in the Navigation pane and click Backup.

The blue system icon displays to the left of each backup system in the Navigation pane.

2

Click the Schedules tab.

3

Select the desired schedule in the list and click Enable/Disable.

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If the schedule was disabled, it is now enabled and you see a yellow light bulb to the left of the schedule name.

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If the schedule was enabled, it is now disabled and you see a gray light bulb to the left of the schedule name.

To delete an Enterprise backup schedule

1

Select the backup system in the Navigation pane and click Backup.

The blue system icon displays to the left of each backup system in the Navigation pane.

2

Click the Schedules tab.

3

Select the desired schedule in the list and click Delete.