Configure CloudBerry Online Backup for first time use

The following provides a step by step guide for configuring CloudBerry Online Backup with a file level backup plan that uses the free 2GB testing storage provided for trial use.

It’s recommended to have read through and configured the Managed Backup Service Console Quick Start Guide prior to following this document.

This guide is also available in a PDF that can be downloaded from here.

Accessing the CloudBerry Online Backup Console

When first accessing a new install and configuring CloudBerry Online Backup; you’ll be prompted to provide:

  • Online Backup Account username and password.
  • Product Edition. The Product Edition matches the functionality during the 15 day trial to a particular license/subscription level.

Note: An Online Backup Account is created within the Managed Service Backup (MBS) Console and is different to the Managed Backup Service Login Account.

This login screen will only be shown if an Online Backup User hasn’t been configured previously.

Configuring CloudBerry Online Backup File Level Backup Plan

The process for creating a backup plan that protects files and folders is as follows.

1. Launch the Create Backup Plan Wizard by clicking on Files on the navigation toolbar:

2. Select the type of backup destination to associate with the backup plan. There are two options:

Local or Cloud Backup

This selection allows for the backup to be written directly to either local media; or a cloud storage account.

Hybrid Backup

Using this option means that the backup will be backed up to two separate destinations – a local device (NAS or hard drive) and cloud storage – during the one backup run.

3. Select the backup storage destination that will be used to store the backups.

NOTE: If you selected Hybrid Backup in step 2; you’ll be asked to provide the Local Backup Storage first and then the secondary/cloud storage second.

Configuring CloudBerry Online Backup

4. Name the backup plan to something that is easy to identify.
We also recommend ticking ‘Save backup plan configuration to the backup storage’ so that it’s easily recovered in future.

5. Configure the Advanced Options for the backup plan to use.

There are seven (7) options that can be enabled:

Use block level backup
Block level backup transfers only the changed parts of files instead of an entire file if it’s been modified since last backup. Reduces amount of data transferred and reduces overall backup times.

Backup NTFS permissions
Includes the NTFS attributes of the files being backed up so that they can be restored if needed. This includes file permissions, metadata and security attributes.

Recommended to be enabled by our support team.

Track local file deletes in backup storage
Local files which have been deleted will be backed up. When restoring to a different machine; users will be given the option to restore deleted files.

Use backup operator
Backup process is run by the local system account. Can help resolve permission and file access errors.

Use fast NTFS scan
Speeds up the process when checking for changes to source data. Reduces backup time; but will consume more memory (RAM).

Force using VSS (Volume Shadow Copy Service)
Allows CloudBerry Online Backup to create a snapshot to backup files. This allows for any files that are locked by another application to be backed up.

Use system VSS provider
Forces CloudBerry Online Backup to use the native Microsoft VSS service to create snapshots. Can help avoid conflict type issues when multiple snapshot managers are installed on the system.

6. Select the Files and Folders for the backup plan to protect.

If wanting to back up network shares; these can be configured under the Advanced Options icon in the bottom right corner.

Configuring CloudBerry Online Backup

7. Configure the Advanced Filter options to use.
This screen allows for users to specify any file types, folders, etc. to be specifically skipped or backed up. The options available are as follows:

Backup all files in Selected Folders
The default option. CloudBerry will back up the selection made in step 6 above just as they are.

Backup files of these types
Allows users to configure the backup plan to only back up files of a certain format from the selections made.

Do not backup files of these types
Allows users to exclude certain file types from being backed up by the backup plan.

Along with the three options above; there are a number of others that can be used:

Backup empty folders
If enabled; CloudBerry will still back up a folder even if there are no files or subfolders stored under it.

Skip folders
Allows users to exclude specific folders from being backed up by the backup plan.

Backup files modified
Will have the backup plan backup any files and folders selected if the file modified date is older than the number of days configured.

Backup files modified since
Will have the backup plan ignore any files and folders selected if their modified date is prior to the time/date configured with this setting.

Do not backup files larger than (MB)
Will have the backup plan only copy files which are under the size limit set (in MB).

Do not backup system and hidden files
Enabled by default. It’s not best practice to backup system files using a file backup. If needing to do this it’s recommended to configure an image backup which is outlined later in this document.

Do not backup locked files (exclusively opened by other applications)
Any open files from other applications will be deliberately skipped, regardless of the snapshot management options selected in step 5 above.

Configuring CloudBerry Online Backup

8. Choose to encrypt and compress the backup files.

Compressing the backup will reduce the overall storage space required for the backup and also decrease backup times due to smaller amounts of data being transferred to the backup destination.

Backups that are encrypted are done so using AES encryption. The various key lengths determines the strength of the encryption. The longer the key length; the hard it is to break. However there is also a trade off as it’ll take longer for the backup to complete.

NOTE: Encryption passwords can’t be recovered by our team. The password is required when performing data restores and recoveries.

Storage Class
This option only appears when using Amazon Web Services (AWS) storage; which is where the free 2GB of testing space is provided from. It’s suggested to leave this set to standard during testing.

Use S3 Transfer Acceleration
Will reduce the overall backup time; however may add additional costs to storage if enabled.

Configuring CloudBerry Online Backup

9. Set the Retention Policy for the backup plan.

The page of the wizard allows for the user to set the version control on the files backed up. There are two different options to choose from:

Use default options specified for the whole product
This will use the global retention policy that’s already been set. To check these settings; click on the ‘options’ link provided.

Specify custom retention policy for backup plan
Allows a user to specify the retention policy for just the current backup plan. The options available are:

Delete versions older than
Configure how old the oldest version of a file should be. Tick the option ‘Always keep the last version’ if at least one copy of the file is required regardless of how old it is.

Keep number of versions (for each file)
This outlines how many individual copies of a file should be kept at one time. When the limit is exceeded; the oldest copy will be removed regardless of when it was created.

Delay purge for
This option essentially allows for a grace period instead of instantly deleting a version of a file/folder immediately. By configuring this option; a file version will be held until the number of days in this setting has passed.

10. Schedule when the backup plan should run.

There are three main options available to indicate when a backup plan is executed.

No schedule (run manually)
Fairly straight forward. This will mean the user will need to start the backup for it to run.

Specific Date
Allows a user to indicate a specific date and time when the backup plan is executed. Great for meeting data compliance requirements.

Backup plan is executed automatically on a specific schedule. Can set frequency, start time and regularity the software runs the backup plan without user intervention.

Real-time Backup

The backup plan will monitor for changes in the selected files and folders; and automatically upload these to the backup storage without any user handling.

There are additional options available which are applicable to all three scheduling options above. Set a hard run time for the backup until it’s forced to stop by the software and also to execute any missed backups.

11. Set any pre and post backup actions.
In some instances; there may be some requirement for a script to be executed before or after a backup plan. There are three options available:

Pre-backup action
User can specify where the script file is located that to be run before the backup plan begins.
There is also a radio button option to either stop the backup if the pre-backup action fails or continue regardless of the pre-backup action outcome.

Post-backup action
User can define a script or task that occurs once the backup plan has completed.
There is also a radio button option to run the post-backup action if the backup plan was successful or execute regardless of the backup result.

Backup chain
If running multiple backups plans within one CloudBerry Backup installation; a user can choose to automatically run the next expected backup plan once the current plan has finished.

As with the pre and post backup tasks; the option to only run when current backup completed successfully or continue regardless of its result are available.

12. Configure Backup Report Notifications.

CloudBerry Online Backup is able to send backup reports to a user defined e-mail address configured in the MBS console.

To receive notifications for this backup plan; tick I want to receive notification email when backup completes and select when to receive notifications by clicking the applicable radio button:

When backup fails
A notification will only be sent when a backup plan has encountered a warning or error.

In all cases
A notification report will be emailed each time the backup plan is run.

Add entry to Windows Event Log when plan completes

CloudBerry Online Backup can write an event into the Windows Event Log to notify when a backup completes and its result. The two options available are the same as above.

This is useful for those using RMM software (such as Kaseya or Connectwise) to monitor and provide alerts when specific events on the system occur.

Configuring CloudBerry Online Backup

13. A Summary of all the settings configured within the wizard is now provided.

14. The backup plan is now successfully created.

Tick run backup now to execute the backup plan straight away.

Click Finish to complete the wizard.

You’re now done with configuring CloudBerry Online Backup and have a backup plan which will be able to back up your files directly to the cloud.

Needing Help?

Found that you’ve run into issues working with this guide? Found that when you run the backup plan you’ve configured that it generates an error? That’s alright – we’re here to help. Test My Backups is the local distributor of CloudBerry products in Australian and New Zealand. We’re able to provide full sales and technical support when needing help configuring CloudBerry Online Backup; all you need to do is let us know.