Best practice inintial configuration

Getting started with Securepoint Unified Backup

New article: 11.2020

notempty

This article refers to a Beta version

Preliminary note

This guide shows how you can proceed at the beginning. Often other ways or sequences are possible. Not every step has to be executed in every environment, sometimes further steps are mandatory.

1. Create end customer subsite

All end customers as well as the reseller's own company are organized into their own subsites.
Login to https://backup.securepoint.cloud

Preliminary note

End customers are organized into so-called subsites.
The reseller's hosts are handled (under an NFR license) in the same way in a subsite as an end customer.

notempty

For data protection reasons, different end customers must not be organized in the same subsite!

Login

Login on the page https://backup.securepoint.cloud

As soon as the login credentials have been created for the first login, a notice will appear in the Reseller Portal after log-in displaying these credentials. The password must be changed during the first login.

Create a new site

Menu / button Create new site notempty

New: 2026.02

Schritt 1

Site-Name vergeben

Schritt 2

Optional:
Neuen Benutzer erstellen
Bei Bedarf kann ein neuer Benutzer mit E-Mail-Adresse, Kennwort und einer Rolle angelegt werden.
Zusätzlich kann eingestellt werden, daß der Benutzer das Kennwort ändern muss.

Schritt 3

Vault-Name

Frei wählbarer Name

Adresse

Vault-Adresse

Konto

Frei wählbarer Name

Benutzername

Benutzername für den gewählten Vault

Kennwort

Frei wählbares Kennwort

Schritt 4

Optional:
Neue Agenten automatisch konfigurieren

Jobvorlage

Jobvorlage wählen

Vault-Profil

Vault-Profil wählen

Schritt 5

Zusammenfassung
Name und Kennwort des Registrierungsbenutzers werden erstellt und angezeigt, sobald Site erstellen angeklickt wurde

Schritt 5 - mit erstellten Zugangsdaten

Zusammenfassung mit erstellten Zugangsdaten.
Der Registrierungsbenutzer notempty

New as of 02.2026

hat ausschließlich die Berechtigung einen neuen Agent an der Site zu registrieren. Sie werden bei der Installation des Agenten als Benutzername/Kennwort (Windows/Hyper V) bzw. Portal username/Portal password (Linux) eingegeben.
Abschluss mit Schließen

This creates a new customer site within which users and computers can now be set up.

Site bearbeiten / anzeigen

Site Details

Caption	Description
Site informations	Site-Name ttt-Point GmbH - 4711 To ensure uniqueness, the site name should include an internal customer number
Contact information Site mailing address	Optional details that are not mandatory for the operation of Securepoint Unified Backup.
Save site	Save the details.
Site entfernen	Durch das Entfernen der Site werden auch alle Benutzer und Agenten auf der Site entfernt. Diese Agenten können nur dann im Portal verwaltet werden, wenn diese bei einer neuen Site und einem Benutzer erneut registriert werden. notempty Hyper-V-Agenten auf dieser Site können nicht erneut registriert bzw. wiederhergestellt werden.

Benutzer

Caption	Description	Sites-Reiter Benutzer
Registrierungsbenutzername notempty New as of 02.2026	Kopiert den Registrierungsbenutzernamen in die Zwischenablage. Dieser Benutzer hat ausschließlich die Berechtigung einen neuen Agent (und damit ein neues Gerät) an der Site zu registrieren.
Kennwort für die Registrierung notempty New as of 02.2026	Kopiert das dazugehörige Kennwort in die Zwischenablage
Neuen Benutzer erstellen	Öffnet den Dialog, um einen neuen Benutzer für die Site anzulegen.

2. Create a Vault profile

Create a Vault profile that can later be used for any end user computer.

Preliminary note

It is recommended to create a vault profile. This can be used as a template to link individual hosts to a vault. This means that it is not necessary to re-enter all the access credentials for a vault for each host.

Vault-Profiles

/ Select end customer site / tab

Vault-Pofiles

Create profile

Create new profile with the button Create new profile

Edit profile

In the Action column of the desired profile, use the button Select action and select the option edit.

Profile settings

Caption	Description
Vault-Name ttt-Vault	Freely selectable unique name
Address wp60.backup.securepoint.cloud	The access credentials of the vault account can be found in the Securepoint reseller portal in the related licens at Vault-Address
Account 900001-123456ENDKUNDE	The access credentials of the vault account can be found in the Securepoint reseller portal in the related licens at Vault-Account-Name
Username 900001-123456ENDKUNDE	The same value as in the box "Account"
PASSWORD •••••	In the licence information in the reseller portal under Vault-Account-Password

Create or save changes with OK

3. Create user

Users are required. To register the clients, a user with the role User in the Subsite of the end client is mandatory.

Overview of the roles and their use in the Securepoint Unified Backup Portal

Role	Usage / target group
Administrator	Admin-User of the Reseller in the Parent-Site Manages rights of other users
User	Required at least 1x per subsite / end customer for the registration of the agents Carries out most actions, may be assigned to certain end customers.
Execute only	For end customers who want to restore on their own
Read only	For monitoring by employees of the reseller or end customer

Create a new user who has access rights exclusively for a customer site:
Menu
or click on the existing user to edit.

New computers must be registered with this user type

Create a new user who has access rights to multiple customer sites:
Menu / Button Create new user
or click on the existing user to edit.

Box	Value	Description
User User
Email address (username): benutzer@anyideas.de		Username in the form of an email address freely selectable, this address is not used for sending emails.
First name Barbara Last name User		May also occur more than once
Role: User		Most actions can be handled with the User role. Further information in the article on permissions
Password: ••••• Confirm password: •••••		Password requirements should be followed. These can be changed in the Security Settings tab. If the user forgets the password, a new password can be set here.
User needs to change the password:		If this box is checked, the user will have to change his password the first time he logs in.

User settings User settings	Standard view	Standard views in the portal, which can be temporarily changed afterwards
Status-Feed	Select Backup and recovery jobs Job changes Agent configuration changes Policy changes User logins and logouts User posts Changes to custom commands	Options can be selected, which will be displayed as default under DashboardNotification Center / Menu Status-Feed. There, the filter can also be changed individually.
Computer	Online & Offline	Displays Computers as the default computers that are currently being backed up.
Computer	Deleted	In the Computers menu, displays as default computers that have no contact with the portal and whose configuration has been deleted from the portal.
Überwachung	Alle Jobs	Zeigt im Menü Überwachung als Standard Computer mit dem ausgewählten Filter an.
Agents Agents	Not shown for administrators, as they have access to all agents on their sites.
Show online agents only	Displays only agents that can communicate with the portal.
Available	Displays agents that can be assigned to this user. Agent was logged into the portal with these user credentials User was created on the same site where the agent is registered Agent was not already assigned to this user Users created in a parent site (see below) always have access to all computers of an assigned site Entries can be moved by drag and drop
Assigned	Displays agents assigned to this user

Vault-Profiles Vault-Profiles	Not shown for administrators, because they have access to all vault profiles of their sites.
Available	Displays vault profiles created on the same site as the user. Entries can be moved by drag and drop
Assigned	Displays vault profiles that the user is allowed to use.

Subordinate sites Subordinate sites	Displayed only for users created in the reseller's site and who can be allowed access to different sites.
Available	Subordinate sites (sub-sites) created by the reseller and available to the user Entries can be moved by drag and drop
Assigned	Subordinate sites (sub-sites) that the user can access The user is allowed to access all computers on this site.

User with the so called button Create or user details Update

4. Install agent and register with the portal

A client must be installed on each PC to perform the backups, store them in the Vault, and establish contact with the portal. The installation varies depending on the operating system:

Wiki for Windows installations

Windows-Setup

Installation using Windows Setup:

Download the required agent from the Download Area of the Dashboard.
Run the installation file on the computer for which the backup is to be set up.
Custom setup selection chosen
Selection of the account that will be used for logging in the agent services
If necessary, additional plug-ins can be installed.

The image plug-in requires a reboot.
Enter the user name in email format and the password of a portal user

The computer is assigned to the end user site to which the user is also assigned.
If necessary, set a Default encryption password.

Only for sites where Automatic Agent Configuration has been enabled.
install


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Abbildungen

Download the required agent from the Download Area of the Dashboard.

Selecting the language of the installation wizard

Welcome screen

Support information

The licensing conditions must be accepted

Custom setup selection chosen

Selection of the account that will be used for logging in the agent services

The target folder can be changed if necessary

In addition to the actual backup agent, further plug-ins can be installed. Depending on the type of server, individual Microsoft SQL database instances or Exchange mailboxes can be backed up, for example.

The image plug-in requires a reboot.

Selecting the data encryption method

The user name ( email format) and password of a portal user must be entered here. (Role: User)

The computer is assigned to the end user site to which the user is also assigned.

Change port only after consultation with our support!

If necessary, set a Default encryption password.

Only for sites where Automatic Agent Configuration has been enabled.

Start installation

The installation is in process

The installation is completed. The wizard can be closed with Complete.

If the image plug-in was selected for installation (default), a reboot is required

Script-based / Silent

The agent can also be installed in silent mode. This is useful if the agent is to be rolled out automatically on multiple systems.

The parameters must be enclosed in quotes and are separated only by spaces.

Since the password is passed in clear text, after installation it is imperative to remove the script from the computer and/or the user from the portal.

If the user is removed, initially only an administrator can manage the computer until it is assigned to another user!

Agent-Windows-x64-x-xx-xxxx.exe /s /v"Parameter"

Code

Parameter	Description
Agent-Windows-x64-x-xx-xxxx.exe	The setup of the agent (here: x64) is opened.
/s	Required for silent mode. Suppresses messages and prompts from the .exe file.
/v	Passes the parameters (in quotes) to the MSI package. No space before the following quotation mark!
REGISTERWITHWEBCC=True	The agent should be registered in the backup portal.
AMPNWADDRESS=backup.securepoint.de	The address of the backup portal is handed over
AMPUSERNAME=backupkunde@firmaXYZ.de	The user of the client site is handed over
AMPPASSWORD=password	The password you assigned for the user of the customer site
SILENTINSTALLDIR=\"Pfad"	Installation path notempty Neu § ab Agent 8.90
NEW_DEFAULT_ENC_PWD=True	Enabling the Automatic Agent Configuration feature notempty Neu § ab Agent 8.90
DEFAULTJOBENCRYPTIONKEY=insecure	Encryption password notempty Neu § ab Agent 8.90
CONFIRM_DEFAULTJOBENCRYPTIONKEY==insecure	Confirm encryption password notempty Neu § ab Agent 8.90
/qn	Required for silent mode. Prevents Windows Installer (MSI) input dialogs.
Parameter for plug-ins
FEATUREVOLUMEIMAGE=ON	Image plug-in requires a restart!
FEATUREEXCHANGE=ON	Exchange Plug-in (Legacy)
FEATUREEXCHANGE2010=ON	Exchange Plug-in (As of 2010)
FEATURESQL=ON	SQL Plug-in
FEATURECLUSTER=ON	Cluster Plug-in
FEATUREORACLE=ON	Oracle Plug-in
SILENTINSTALLDIR=\"C:\Program Files\Example\	Installation path

Silent agent registration

If an agent is to be registered in another subsite, for example, the following entry in the command line is sufficient to re-register the agent at the portal:
C:\Program Files\Securepoint Unified Backup\Agent\buagent.exe" -cmdline --reregister --amplogin backupkunde@firmaXYZ.de --amppassword USERPW --ampserver "backup.securepoint.cloud" --ampport 8086

The Securepoint Unified Backup services must then be restarted once.
To do this, start PowerShell with administrator privileges and enter the following:
Get-Service -DisplayName "Securepoint Unified Backup*" | Restart-Service

Wiki for Linux installations

Requirements

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The Linux Agent supports BMR backups only on BIOS systems and not on UEFI systems!

Unterstützte Dateisysteme sind:

ext2	ext3	ext4
XFS	GFS
ReiserFS	JFS

BTRFS is not supported

Installation via console

Preparation for BMR backups

If BMR backups are to be created, the opensource tool Relax-and-Recover must be installed beforehand.

Download and install the tool as described on http://relax-and-recover.org/download/.
- Installation under Ubuntu: sudo apt-get install rear
More documentation on how to install the Relax-and-Recover tool on the website.
Installation requirements for Relax-and-Recover:
- bash
- mkisofs oder genisoimage
- mingetty
- The nfs-utils and cifs-utils tools , which the Relax-and-Recover website also lists as a required prerequisite, are not required for use with Securepoint Unified Backup Linux agent.

For existing installation:
When the Linux Agent is enabled with BMR backups, Relax-and-Recover is configured for use with the agent.
If Relax-and-Recover is already installed on a server for another use, a second copy of the tool can be installed in a different directory to avoid overwriting existing settings.
When installing the Linux agent, the directory for the relax-and-recover installation to be used must be specified in any case.

Installation of the agent

The installation under Linux is done using the terminal
(Enter key assumes any existing default values)

Download the required agent from the Download Area of the Dashboard
Unpack the archive with the command: tar -zxf PACKAGE-NAME.tar.gz
Start the installation file using root permission with sudo ./install.sh
Create installation directory if necessary
Selection of the encryption method
Enable option for BMR backup
Path to Relax-and-Recover Tool for BMR restores: Default /usr/sbin/rear
Enter login credentials for portal registration:
- Portal address: backup.securepoint.cloud
- Portal connection port: 8086
- Username and password with the role user (
  No Admin)
Running the installation


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Download the required agent from the Download Area of the Dashboard

Unpack the archive with the command: tar -zxf PACKAGE-NAME.tar.gz

Change to the target directory and start the installation file using root privileges with sudo ./install.sh

View the license terms

Accept the license terms

Confirm or change installation directory
(Enter key assumes any existing default values)

Create installation directory if necessary

Selecting the language for email notifications

Enable option for BMR backup

Path to Relax-and-Recover Tool for BMR restores: Default /usr/sbin/rear

Do portal registration: Y

Enter login credentials for portal registration:

Portal address: backup.securepoint.cloud
Portal connection port: 8086
Username and password with the role user (
No Admin)

Running the installation

Installation parameters

Parameter	Short form	Description
-shutdown	-s	Force the Agent to shut down, if running
-force	-F	Force the installation; skip the initial free space check.
-defaults	-D	Use the default values for installation.
--force-defaults		Force the installation using the default settings (assumes -s and -F).
-webregistration=off	-W-	Turns off Portal registration.
-webregistration=file	-W=file	Attempts to register to Portal with the values found in the file. See Linux Agent registration options.
-quiet	-!	Quiet install; does not echo output to the screen. If user interaction is required in quiet mode, the install will fail unless -force-defaults is specified.
-log=NAME	-L=NAME	Writes the installation log to the specified file NAME
-lang=NAME	-l=NAME	Selects NAME as the language. Must begin with an ISO language code. May optionally be followed by a dash or underscore and an ISO country code (e.g., fr, fr-FR, and fr_FR are acceptable). Character set markers (e.g., UTF-8) are ignored. Languages that cannot be matched will report an error and the language will be defaulted to en-US [English (US)]. If not specified, the language will be guessed from your system value of "en_US.UTF-8".
-backup=DIR	-B=DIR	Backs up the current installation of the Agent to the specified directory.
-verify	-V	Verifies the integrity of the installation kit.
enable-bmr=Y -rear-path=[path]		path is the location of the Relax-and-Recover tool for the Agent to use (e.g., /user/sbin/rear) to create an iso file for restoring the system. If the -enable-bmr=Y -rear-path=[path] parameter is not specified, -enable-bmr=N is the default value.
-enable-bmr=N		Turns off support for Bare Metal Restore (BMR) backup jobs.
-help		Shows install.sh command options.

Wiki for Hyper-V installations

Preliminary note

Installation in Hyper-V environments is a three-step process:

Installing a management tool
- In cluster environments, the installation must be done on a virtual server, this is also strongly recommended for standalone hosts.
- The installation requires a restart
- Even in cluster environments, only one management tool is installed
- The login credentials for an admin account of the management server must be entered in the portal.
Registering this installation in the portal
Installing the Hyper-V agent on each Hyper-V server

There is no installation inside the VMs

Installation Management-Tool

Requirements

There must be a user registered in the site where the Hyper-V agent is to be configured
It is strongly recommended to install the management tool in a separate Windows server VM
The management server needs networks access to the host
A virtual switch with the connection type Internal network is required for this. The VM must be connected to the switch and given a fixed IP. The virtual interface on the host connected to this switch (created automatically) must be given an IP from the same network.
.

Installation of the Management Tool under Windows 10 is not possible
It is possible to install the management tool on a standalone Hyper-V host, but the host must be restarted afterwards.
Installation of the management tool on a Hyper-V host in the cluster is not possible

Installation

Download the Hyper-V management tool from the dashboard download area
Enter the username and password of the portal user
(
Not an Admin!)
If necessary, it can be tested whether the communication port is available
Start installation
Installation is completed

A reboot is required.


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Abbildungen

Download the Hyper-V management tool from the dashboard download area

Select installation language

The installation is being prepared

Welcome screen

Accept the license terms

Selection of the installation folder

Enter the username and password of the portal user
(

Not an Admin!)

Port can be adopted

If necessary, it can be tested whether the communication port is available

Start installation

Installation is carried out

Register management tool

The management tool is registered as an agent in the portal:

(Menu Computer / Management server selection

Value	Description
Selecting the configuration mode
Configure a new Hyper-V agent	If a previous configuration is found, you can choose between reinstall and restore. Select the option Configure a new Hyper-V agent here.
Registering an agent with the Hyper-V environment
Address management.backup.local	IP address or FQDN of the Hyper-V host For cluster environments, the FQDN of the cluster or the cluster IP must be entered here We recommend specifying the hostname when registering an agent in the portal. If the IP address of the portal changes, the change can be intercepted by DNS. Otherwise, the agent must be manually re-registered in the portal.
Username Admin	Username for an admin account on the management server that is used to authenticate with the Hyper-V cluster or a standalone host. For a Hyper-V cluster, the user must be an Active Directory domain user with administrative privileges and full control over the cluster. For a standalone host, the user can be a local or domain user with administrator privileges. Username domain\username Username@domain
Password •••••••	Password for the admin account
Domain	Domain name. The domain is not required if the domain is specified in the username field or if it is a local user for a standalone host.
Verify information	Establishes a connection with the specified data for verification purposes
Vault configuration
Configure Vault	Exits the setup menu and enters the Vault configuration. This configuration can be skipped and done later.

Install Hyper-V agent

The Hyper-V agent is being installed on the Hyper-V host.
No reboot is required.
In cluster environments, the Hyper-V Agent must be installed on each Hyper-V host.

Download the Hyper-V agent from the download area of the dashboard
Run the Hyper-V agent
Enter network address and port for communication with the management service
Start installation
Installation is completed


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Abbildungen

Download the Hyper-V agent from the download area of the dashboard

Select installation language

The installation is being prepared

Welcome screen

Accept the license terms

Selection of the installation folder

Enter network address and port for communication with the management service

Start installation

Installation is carried out

Installation is completed

Wiki for vmWare/Esxi installations

5. Configure agent (computer)

The configuration of the agent for a backup is done in three steps:

5.1. Connect agent to the Vault

The agent will need to obtain a connection to the Vault (data vault)

Link agent with vault

Task / Box	Description
DC Desktop-A1B2D34 Hyper-v-Server	Newly registered computers are displayed in the portal under Computers with the status Not configured. The computer to be configured is selected by clicking on it with the mouse.
Configure manually	Creates a configuration and opens the tab Vault settings

Add vault	The button bearing the same name can be used to Add a vault.

Vault settings
Vault ProfileVault TTT-Point AG	The settings can be transferred from a profile via the drop-down menu.
Agent Host Name	The entry must be unique. If necessary, changes can be made to the profile entry by selecting a Vault profile field with a blank entry . The defaults from the previously selected profile are retained, but can now be edited.
Save	Saves the data and closes the window

Re-register computer

Re-registration allows computers to be linked to a different Vault profile and thus, for example, to a different end-user site.

Task / Box	Description
DC	Under Computer , select the computer to be re-registered with a mouse click. At the selected computer, switch to the Vault Settings tab.

Re-register	Opens a dialogue window in which a computer can be re-registered.

Load Computers
Task / Box	Description
Vault-ProfilVault TTT-Point AG	The settings can be adopted from a profile via the drop-down menu.
Agent Host Name	Select a unique name
Load Computers	Clicking on the button displays in the box the possibilities as which the computer can be registered. If, for example, the DC-001 is now selected, its configuration settings are applied again.
Save	Saves the settings and opens a final confirmation window.

Confirmation window
Yes	Completes the re-registration and overwrites all configuration data for this computer.
No	Cancels the re-registration and closes the associated windows.

5.2 Configure backup job

Backup job configuration

When scheduling agent-based backup jobs, you must also additionally distinguish between file-based and

image-based backup.

File-based backup Functionality

The backup software accesses the file system of the system to be backed up.
The files are processed and divided into 32KB blocks, for each of these blocks a checksum is calculated.
The checksums can be used to determine the delta in follow-on backups.
The blocks determined for backup are compressed and encrypted.

Advantages and disadvantages

Advantages:

BMR backup possible (Bare Metal Restore)
Included in the standard scope of the agent, no additional plug-in is required
No reboot required after installation
Granular troubleshooting possible
Files/directories can be excluded
Script-based recovery via VPR file possible

Disadvantages:

Slower with many small files (>20,000).
Navigation via portal when restoring individual files

Best Practice

For a new setup, file-based backup jobs should only be used for backing up individual files and folders.
For existing file-based BMR backup jobs, the "Entire Server" option should be added.
For new BMR backups, use image-based jobs.

Image-based backup

Functionality

The backup software backs up all blocks in a volume one after another.

The image plug-in installs a changed block tracking driver. (Requires a reboot)
This can be used to determine which blocks have changed since the last backup.

It is possible to set up a BMR backup when all system-relevant volumes are backed up.

Advantages and disadvantages

Advantages:

BMR backup possible
Faster with many small files
Recommended for 1TB or more of natively protected data
Requires less computing power than file-based backup
Convenient restore (image is attached)
Navigation via Explorer during restore

Disadvantages:

No exclusion of individual files and folders possible
Restore only possible to same size/larger disks
Restart required after agent installation/update
No granular troubleshooting possible

Best Practice

For protection of the entire system, including the possibility of a bare metal restore, the "Entire server" and "BMR" options should be selected.

Comparison

Funktion	File-based backup	Image-based backup
BMR backup
Bootable in the cloud
Restore to same size/larger disks
Restoration to smaller disks
Included in default installation		Plugin, selected by default during installation. Requires reboot.
Files/directories can be excluded
Script-based recovery via VPR file possible
Well suited up to approx. 20,000 files
Recommended above 1TB natively protected data volume
Navigation during the recovery of individual files	via Portal	via Explorer

Agent-based

Create new job under menu / End customer site selection / tab

Jobs

/ button
Edit existing job under menu / End customer site selection / tab

Jobs

/ button / option Edit job

File-based backup

Field	Value	Description
Select job task	Create new job for local system	Create a new backup job
Name: Job-Name	Unique job name
Description Job description	Description text that is displayed in the overview.
Destination Destination-Vault	Destination-Vault where configuration and backup will be stored. The vaults that can be selected are those that have been stored in the Vault-settings tab.
Advanced backup options	This is where the saving of open files and the suppression of the archive bit can be configured. The handling of the log files is also set here.
Encryption settings: AES (256 Bit)	AES 256 bit encryption is predefined.
Password: •••••••• Confirm password: ••••••••	Secure password that complies with the password policy (Menu Sites / End customer site selection / tab Security settings Password security section.)(maximum 31 characters). This password is used to encrypt the backup. The password is mandatory for recovery.
Password hint: Hint	Reference to the password, which helps only authorized parties.

Select files and folders to backup	Selection of files and folders to be backed up or excluded For a recovery including the operating system, the option Bare Metal Restore must be selected. This backs up the volume on which the operating system is stored. Further volumes must be explicitly included! The option Entire server also backs up hard disks connected in the future. ( Removable storage devices are excluded: E.g. external hard drives or USB sticks!)
Include	Copies the selection to the backup set
Exclude	Excludes the selection from the backup set

Backup set	Displays included and excluded files and folders.
Folder filter	a, b	The filter must not contain any slashes and only one *-element per filter term.
File filter	.exe, .dll	Applied only to specific files. The filter must not contain any slashes and only one *-element per filter term.
Recursive		Will be applied to subfolders as well.
		Cancel/Exit editing
		Removes the backup set
Activate threat detection	It is not a threat protection but threat detection! A backup is only marked as potentially dangerous after possible damage has already occurred.

Image-based backup

Field	Value	Description
Select job task	Create new job for local system	Create a new backup job
Name: Job-Name	Unique job name
Description Job description	Description text that is displayed in the overview.
Destination Destination-Vault	Destination-Vault where configuration and backup will be stored. The vaults that can be selected are those that have been stored in the Vault-settings tab.
Protocol file options Summary	Scope of the protocol file: Minimal Summary (≙ Default) Directory Files (≙ Maximum)
Encryption settings: AES (256 Bit)	AES 256 bit encryption is predefined.
Password: •••••••• Confirm password: ••••••••	Secure password that complies with the password policy (Menu Sites / End customer site selection / tab Security settings Password security section.)(maximum 31 characters). This password is used to encrypt the backup. The password is mandatory for recovery.
Password hint: Hint	Reference to the password, which helps only authorized parties.

Select volumes for backup	Selection of volumes to be backed up For a recovery including the operating system, the option Bare Metal Restore must be selected. This backs up the volume on which the operating system is stored. Further volumes must be explicitly included! The option Entire server also backs up hard disks connected in the future. ( Removable storage devices are excluded: E.g. external hard drives or USB sticks!)
Include	Copies the selection to the backup set

Backup set	Displays included volumes
		Removes the backup set

Host-based

Hyper-V

Create new job under menu / End customer site selection / tab

Jobs

/ button / Create new job for Hyper-V
Edit existing job under menu / End customer site selection / tab

Jobs

/ button / option Edit job

Field	Description
Select job task	Create new job for Hyper-V Create a new backup job
Name: Job-Name	Unique job name
Description Job description	Description text that is displayed in the overview.
Destination Destination-Vault	Destination-Vault where configuration and backup will be stored. The vaults that can be selected are those that have been stored in the Vault-settings tab.
Password: •••••••• Confirm password: ••••••••	Secure password that complies with the password policy (Menu Sites / End customer site selection / tab Security settings Password security section.)(maximum 31 characters). This password is used to encrypt the backup. The password is mandatory for recovery.
Password hint: Hint	Reference to the password, which helps only authorized parties.

Enable application consistent backups	Available for Windows VMs running: MS SQL Server Exchange SharePoint Active Directory Using VSS (Volume Shadow Copy Service), databases and files are brought into a consistent state for backup. In an application-consistent backup, pending application transactions are written to hard drive before the data is backed up. This minimizes the amount of work required to restore the application.If application consistency is not enabled in a backup job, the backups are prone to crash consistency. With a crash-consistent backup, pending application transactions are rolled back and manual steps are required to ensure that applications are fully restored. An account with administrator rights is required for this. Hyper-V Host Hyper-V Host Windows Server 2019 Windows Server 2016 VM/guest operating system VM/guest operating system VM configuration version from 6.2 The VM configuration version of the VMs can be determined with the PowerShell command Get-VM Backup (volume shadow copy) integration service must be enabled. This service can be selected on the Integration Services pane of a VM’s Settings. Windows Server 2019 Windows Server 2016 Windows 10 Applications Applications SQL Server 2019, 2017, 2016, 2014 SharePoint Server 2019 and 2016 Exchange Server 2019 and 2016 Active Directory 2019 and 2016
Guest-VM-login-credentials Username Password: ••••••••	Login credentials for an account with administrator rights that can be used on multiple VMs
Shorten protocols	As part of an application-consistent backup, the Hyper-V agent can truncate SQL Server, Exchange, and SQL transaction logs for SharePoint Server. The agent can shorten protocols for standard SQL Server instances, but not for individually named SQL Server instances.
Virtual machines	Virtual machines can be selected by clicking on them and moved with the > arrow buttons so that they are included in the backup job Each VM can only be backed up in exactly one backup job.

5.3 Set schedules

Define schedules for when and how often a backup is created and how long it is stored

Schedules control the execution of previously created jobs.
Creating a schedule is done automatically after creating a job or for an existing job by using the Show/Add schedule action in the Select Action drop-down menu at the end of the respective job's row.

Every schedule creates a Safeset from which data can be restored.
The storage type defines how many safesets are stored for how many days.

A maximum of 44 safesets may be created.

Show/add schedule

Box	Value	Description
Storage	30_days	The default storage type here is 30_days. More schedules should be defined. The different storage types are defined in the Advanced Storage types tab.
Schedule: see below
Compression	Smaller	Creates the smallest possible backup file to be transferred. (Default)
Compression	Faster	Performs faster compression, but creates larger files.
Is deferred (0 for none)	None Minutes Hours	The defer function is used to interrupt a backup after a defined time and resume it at the next scheduled run. The defer function should only be used for the initial backup. If the transfer is aborted unexpectedly, the next time the schedule is run, the transfer would be completely restarted and the backup would never be complete. We recommend in the agent description (Menu Computer / End customer selection-Site / tab Extended / tab Options ) to place a notice that the defer function is active in the schedule. After the first successful completion of the backup without deferral, the function and the reminder from the agent description can be removed from the schedule.
Activate		Activates or deactivates the schedule
Priority		Moves the entry up or down. Top entries are executed first. Coinciding entries will be ignored afterwards. In order for a monthly safeset to be executed after 30 days of daily backup (30_days), the schedule 12_month must be above it. If different times were specified here, one too many safesets would be generated.
		Removes the schedule

Box	Value	Description
Schedule	Clicking on the schedule opens another window where different types can be selected Schedules are processed one after the other from top to bottom. If a schedule has a start time at which a schedule above is still being executed, the latter will not be processed. Thus, the sequence must be from rarely to often. Daily and monthly should be defined for the same time. Then after 30 days instead of a daily (30_days) the overlying monthly safeset (12_months) is generated.
	21:45 Last Recommended in conjunction with the storage type 12_months	Schedule view Days of the month Any day of the month can be selected. Additionally there is the value Last. At 21:45 A time must be set. In order to ensure the consistency of the safesets, the schedules of a job should be set to the same time.

	21:45 Mon, Tue, Wed, Thu, Fri, Sat, Sun Recommended in conjunction with the storage type 30_days	Schedule view Days of the week Each day of the week can be selected individually At A time must be set. In order to ensure the consistency of the safesets, the schedules of a job should be set to the same time.

	0/6,10,14,18///* Recommended in conjunction with the storage type 4_intraday	Schedule view Custom You can freely define any schedules. For the storage type 4_intraday, for example, it is recommended to back up every 4 hours from 6 am until 6 pm. Example of a backup on every first Monday of the quarter at 21:45 45/21/1-7/1,4,7,10/1 This example would have to be used with an extra defined storage type! In the first position, there must never be an asterisk. This would attempt to run the job every minute. A maximum of 44 safesets may be created. There must be at least 4 hours between every backup.

Special schedules Hourly Backups Under Computer / Choose the computer the respective backup jobs can be created and edited.
	Process	Description
	Under the week	Set schedule to "under the week" A job is only allowed to have one schedule under the week.
	Every 1 hours, at 0 minutes past the hour.	Set schedule with "1" to hourly
	If desired, set the active period. Set the storage time to either 24 or 48 hours (remember the safeset). Then confirm with OK.

10 years storage time Under Computer / Choose the computer / tab Advanced new storage types can be created in the Storage types tab.
	Process	Description
	Name	Choose unique name
	3653 days	Select enough days so that the 10 years are full. Due to leap years, the retention period may only be 3652 days.
	10	Enter the required number of backup copies
	Save	Saves the storage type

	Customised	Set schedule view to user-defined
	0/20/31/12/*	Set schedule to (0/20/31/12/*)
	OK	Saves the storage period

Preliminary note

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Show/add schedule

Special schedules

Hourly Backups

10 years storage time