CloudBacko Lite Quickstart Guide (Essential Steps to Get Started)

CloudBacko LiteEssential steps to get started

Last update: November 25, 2016

| Backup everything to cloud / local storage


Index

Step 1). Configure a new backup set, and trigger a backup manuallyStep 2). Configure other backup set settingsStep 3). Restore backup data if your machine is not crashedStep 4). Read the reportsStep 5). Email reportsStep 6). Buy software and modules after trial

Appendix 1). Restore data if your machine is crashed (works for Paid License only)


Step 1).Configure a new backup set, and

trigger a backup manually• A Backup Set governs the set of files and folders you wish to

backup, and the configurations of backup related settings,including schedule, retention policy, storage destination, etc.


To configure your first backup set,click this button.


Click this “Add” button to open a backup set creation wizard,which will guide you through all the essential settings forcreating a backup set.


Select a type of this backup set, e.g.File Backup, and enter the name ofthis backup set.


Here are the shortcuts to somecommon folders that you canselect as the Backup Source.


You can also use Filter to include /exclude some files to backup, e.g.“.xls”, “.jpg”, etc.


Or, you can click this link to open aFile Explorer to choose the filesand folders that you want tobackup.


This is the file explorer, from hereyou can choose the files andfolders on any local or mappednetwork drives to backup.


Now, click the “Add” button toadd a new storage destination ordestination pool.

Destination pool is mainly forpooling multiple free storageaccounts (e.g. Google Drive,Microsoft OneDrive, AmazonCloud Drive, etc.) as a one big freecloud storage for backing up datato cloud.


You can create a Local destinationfirst.


Select a local / mapped network driveand folder as the backup destination.


The local destination has been created.

You can backup to multiple destinations tominimize the risk of data loss. Now, let’s addanother cloud storage by clicking the “Add”button.


Let’s add Google Drive as thesecond backup destination. Afterselecting Google Drive from thedropdown list, click the “Test”button.


This screen will be shown,together with a web browserwindow…


In the web browser windowbrought up by CloudBacko,login to your Google Account.


Click the “Allow” button to allow CloudBacko softwareconnect to your Google Account.


Highlight and copy the code by pressing [Ctrl] + [C] on your keyboard.


Paste the code here by pressing [Ctrl] + [V] on your keyboard.Then, click [OK] to proceed.


Done. CloudBacko can successfully connect to the Google Driveaccount.


Now, we have 2 destinations, Local and GoogleDrive.


You can select whether to trigger the scheduledbackup to these 2 destinations “Sequentially” or“Concurrently”.

For Sequential backup mode, you can change theorder of destinations by selecting a destinationand then click these Up / Down buttons.


Here, you can define the encryption setting. Theencryption is enabled by default. If you arebacking up data to the cloud, please keep theencryption enabled.

There are two encryption types you can choose.“Default” means the software will randomlygenerate a 256-bit full length encryption key forthis backup set.


For “Custom” encryptiontype, you can choose to setyour own encryption key, aswell as other relatedsettings by yourself.


Here, enter the WindowsUser Authentication for thisbackup user.


Your first backup set is created. You canimmediately fire a backup now.


After clicking the backup button, backup to all destinationswill be triggered. When the backup to a destination hasbeen completed, you can click this Report icon to read thebackup report.


This is the detailed backup reportthe backup job to a destination.


Step 2).Configure other backup set settings

• Step 1 is a Backup Set Creation Wizard (although it is notmentioned in the interface). Not all the configurable settingsare gone through during the backup set creation process.

• You can go back to the created backup set to configure othersettings for a backup set.


To configure other backup set settings, clickthis “Backup Sets” button.


Select an existing backup set.


By default, 2 reminders are enabled to remind you tobackup during Windows log off / shut down, or whenyour last backup is over your tolerance period. You canchange the settings in this page.


If you want to make thisbackup set run frequentlyduring a day, you canenable this ContinuousBackup feature.


Configure the backupfrequency, e.g. 5 minutes.

Note: This feature is only availablein Windows version. No ContinuousBackup in Mac versions ofCloudBacko Lite.


By default, retention policy feature is enabled and is set to keepdeleted files (or different versions of independent files) for 30 days.That means:1). if a file is deleted in your backup source, your backup destinationwill still have this file within 30 days of deletion; or2). if a file is not deleted by is being modified everyday, the versionsin the last 30 days can be restored.


Temporary Directory is for CloudBacko software to dointermediary works before and after backup.


Volume Shadow Copy is a Windows specific features forbacking up those files being opened when backup isrunning. By default, this feature is enabled.


Step 3).Restore backup data

if your machine is not crashed

• If your machine is not crashed, and you want to restore somedata which have been accidentally deleted, or are lost due toother reason, you can simply click the Restore button torestore the backed up data from one of your backupdestination.

• If your machine is crashed, follow the steps in Appendix 1 totransfer your CloudBacko software to a new machine, andthen restore the backup data from your backup destination.


To restore data from a backup destination,click this “Restore” button.


Click on an existing backup set.


Select one of your backup destinations torestore from.


By default, the first dropdown menu is set to “Choosefrom files as of job”. With this option, you can selectthe time of backup to restore. Usually, you would justwant to select the latest date and latest version torestore.


After the point in time to restore isselected, in the file explorer, it will showthe files and folders with versions at thatpoint in time that are available to restore.


Here, you can choose to restore the datato their Original location, or Alternatelocation.


Normally, you would want to restore to an alternatelocation first to check if the restored files are what youwant, and then move to your preferred location. Forrestoring to Alternate location, specify the path by clickingthe “Browse” button.


Specify a temporary directory for thesoftware to do some intermediatecalculation. Then, click the “Restore”button to start restoring data.


Wait for the restoration to complete, andthe data will be available in your specifiedrestore folder.


Step 4).Read the reports

• CloudBacko provides you with Backup, Restore, Usage, andPurchase reports that you can check within the software.


To read CloudBacko’s reports, click this“Report” button.


Each row contains 1 report for a specificjob, e.g. a backup job. You can click oneach row to view a summary.


This is the expanded summaryview of a row. You can click the“View log” button to view thedetailed log for this job.


This section contains the Restore reports.


This section contains the storage Usage reports. Youcan select a destination, a backup set, and the timeperiod to check the storage usage.


Step 5).Email reports

• CloudBacko can send you reports and alerts by emails if youspecify SMTP info in the software.

• You can use Gmail’s free SMTP server for sending the emailreports and alerts.


Before you can use Gmail’s SMTP server forseding emails, you need to configure a settingin your Gmail account. Go to “My Account”after logging into your Gmail.


Click this “Sign-in & security”.


Scroll down from this page…


Enable this “Allow less secure apps” feature.Job done in Gmail.


To configure email report settings, click this“Settings” button.


In Email Report, enable this feature.


Host: smtp.gmail.comPort: 465 / 587Login name and Password will be your gmail’s login and password.You can define your preferred Report sender email in thecorresponding field. When completed, click the “Connect” button.


If CloudBacko can successfully connect to Gmail’s SMTP server, this“Successfully connected” status will be shown here.


Lastly, select which report(s) you want to receive.

Here, enter the email address(es)to receive the email reports. Youcan enter multiple emails,separated by semi-colon (;). Then,click “Send test email” to makesure it works.




Step 6).Buy software and modules after trial

• After the 30 days trial period, you can purchase theCloudBacko software and useful modules within the software.


To buy software and modules, click this“Buy” button.


** As the purchase process is the same as CloudBacko Pro, the followingexample uses CloudBacko Pro as demonstration.**

The software and modules that you have used during thetrial period will be listed here.If you want to purchase other modules that are not listed,click the “Modify quantities” link.


By default, Credit Card is selected as the payment type.You can also select TT here, and then pay by wire transfer.


Enter your contact information in thispage. Please enter correct emailaddress so that our system can sendyou the receipt after purchase.


Read the terms and conditions by clicking the link here.Check the checkbox to proceed with the purchase.


After clicking the “Confirm” button, the order will beprocessed. Upon successful payment, your license willbe updated automatically from Trial to Paid. Also, areceipt will be emailed to your registered email address.


Appendix 1).Restore data if your machine is crashed

(works for Paid License only)If your original machine is crashed, you can restore your backupdata from a new machine through these steps:

1. Before your original machine is crashed, keep your License Key accessible, i.e. save the License Key securelyoutside your original machine. Please refer to instruction how to locate your license key:https://forum.cloudbacko.com/viewtopic.php?f=31&t=297

2. After your machine is crashed, install CloudBacko on your new machine.3. Activate CloudBacko on your new machine with your License Key using these steps:

https://forum.cloudbacko.com/viewtopic.php?f=31&t=2954. Go to your “Backup destination > CloudBacko > settings” folder, and download the latest “.cgz” file to your

new machine.5. Import the downloaded “.cgz” Cloudbacko settings (“settings.sys”) into your newly installed CloudBacko

software through: [Utilites]>[Ex/Import Settings]>[Import Now]6. Your backup sets created on your previous machine will be available for restore on the new machine.


Thank you!

Software

CloudBacko Lite Quickstart Guide (Essential Steps to Get Started)