Better Edge Backup User Manual

Better Edge Backup v5.2

User’s Guide

Version 5.2.7.0 September 2008

Better Edge Backup v5.2 User’s Guide

The use and copying of this product is subject to a license agreement. Any other use is prohibited. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language in any form by any means without the prior written consent of us. Information in this manual is subject to change without notice and does not represent a commitment on the part of the vendor. We do not warrant that this document is error free. If you find any errors in this document, please report to us in writing.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/).

Trademarks

Microsoft, Windows, Microsoft Exchange Server and Microsoft SQL Server are registered trademarks of Microsoft Corporation. Sun, Solaris, SPARC, Java and Java Runtime Environment are registered trademarks of Sun Microsystems Inc. Oracle, Oracle 8i, Oracle 9i are registered trademarks of Oracle Corporation. Lotus, Domino, Notes are registered trademark of IBM Corporation. Red Hat is registered trademark of Red Hat, Inc. Linux is registered trademark of Linus Torvalds. Apple and Mac OS X are registered trademarks of Apple Computer, Inc.

All other product names are registered trademarks of their respective owners.

Better Edge Backup v5.2

User Guide

Table of Contents

1 Overview................................................................................................................................. 5

1.1

Benefits................................................................................................................................................................. 5

1.2

Features ................................................................................................................................................................ 5

1.3

Security................................................................................................................................................................. 6

1.4

System Requirements............................................................................................................................................ 6

2 Installing Better Edge Backup.................................................................................................. 7

2.1

Installing Better Edge Backup for Windows........................................................................................................... 7

2.2

Installing Better Edge Backup for Mac OS X......................................................................................................... 8

2.3

Installing Better Edge Backup for Linux................................................................................................................ 9

2.4

Installing Better Edge Backup for Netware .......................................................................................................... 10

2.5

Installing Better Edge Backup for Sun Solaris...................................................................................................... 11

3 Uninstalling Better Edge Backup ........................................................................................... 13

3.1

Uninstalling Better Edge Backup for Windows.................................................................................................... 13

3.2

Uninstalling Better Edge Backup for Mac OS X.................................................................................................. 13

3.3

Uninstalling Better Edge Backup for Linux ......................................................................................................... 13

3.4

Uninstalling Better Edge Backup for Netware...................................................................................................... 13

3.5

Uninstalling Better Edge Backup for Solaris........................................................................................................ 14

4 Using Better Edge Backup..................................................................................................... 15

4.1

System Tray Launcher (Windows Only)............................................................................................................... 15

4.2

Logon Dialog....................................................................................................................................................... 15

4.3

Language Selection ............................................................................................................................................. 16

4.4

User Profile......................................................................................................................................................... 17

4.5

Backup Logs ....................................................................................................................................................... 18

5 Setting Up Backup Sets......................................................................................................... 20

5.1

Backup Set Type................................................................................................................................................. 20

5.2

Backup Source.................................................................................................................................................... 21

5.3

Mapped Network Drive....................................................................................................................................... 22

5.4

Backup Schedule................................................................................................................................................. 24

5.5

Backup Filter ...................................................................................................................................................... 24

5.6

Pre/Post-Backup Command................................................................................................................................. 26

5.7

Temporary directory............................................................................................................................................ 28

5.8

Transfer Block Size............................................................................................................................................. 28

5.9

Follow Symbolic Link (Linux/Unix/Mac only)..................................................................................................... 28

5.10 Microsoft’s Volume Shadow Copy Service (VSS)................................................................................................ 29

5.11 Encryption........................................................................................................................................................... 29

5.12 Retention Policy.................................................................................................................................................. 30

5.13 Extra Backup (Off-line backup, Logout Reminder).............................................................................................. 33

5.14 In-File Delta........................................................................................................................................................ 33

5.15 Local Copy.......................................................................................................................................................... 33

5.16 Using One Backup Account for Multiple Computers............................................................................................ 36

6 Backing Up Files................................................................................................................... 38

6.1

How files are backed up ...................................................................................................................................... 38

6.2

Backup files directly to the backup server............................................................................................................ 39

6.3

Backup files to removable hard disk (seed loading) ............................................................................................. 42

7 Restoring Files....................................................................................................................... 44

7.1

Restore backup files directly from backup server ................................................................................................. 44

7.2

Restore backup files from removable hard disk.................................................................................................... 49

7.3

IP addresses Restriction for Online Restore ......................................................................................................... 53

8 In-File Delta Technology ....................................................................................................... 55

8.1

Overview ............................................................................................................................................................ 55

8.2

Block Size........................................................................................................................................................... 57

8.3

Minimum File Size.............................................................................................................................................. 57

8.4

Uploading full file again...................................................................................................................................... 57

8.5

Advanced In-file delta type.................................................................................................................................. 58

9 Backup/Restore Oracle 8i/9i (Professional Version Only)....................................................... 59

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9.1

Requirements...................................................................................................................................................... 59

9.2

Overview ............................................................................................................................................................ 60

9.3

How to backup an Oracle Database...................................................................................................................... 61

9.4

How to restore an Oracle Database...................................................................................................................... 64

10 Backup/Restore Microsoft SQL Server 7.0 / 2000 (Professional Version Only)...................... 66

10.1 Requirements...................................................................................................................................................... 66

10.2 Overview ............................................................................................................................................................ 66

10.3 How to backup Microsoft SQL Server database(s) ............................................................................................... 67

10.4 How to restore Microsoft SQL Server database(s)................................................................................................ 69

11 Backup/Restore Lotus Domino / Notes (Professional Version Only)...................................... 74

11.1 Requirements...................................................................................................................................................... 74

11.2 Overview ............................................................................................................................................................ 75

11.3 How to backup Lotus Domino / Notes database(s) / file(s) ................................................................................... 76

11.4 How to restore Lotus Domino / Notes database(s) / file(s).................................................................................... 78

12 Backup/Restore Microsoft Exchange Server (Professional Version Only)............................... 81

12.1 Requirements...................................................................................................................................................... 81

12.2 Overview ............................................................................................................................................................ 81

12.3 How to backup Microsoft Exchange Server.......................................................................................................... 83

12.4 How to restore Microsoft Exchange Server.......................................................................................................... 85

13 Backup/Restore Windows System State................................................................................. 89

13.1 Requirements...................................................................................................................................................... 89

13.2 Overview ............................................................................................................................................................ 89

13.3 How to backup Windows System State ................................................................................................................ 90

13.4 How to restore Windows System State................................................................................................................. 93

14 Backup/Restore Individual Brick Level Backup for Microsoft Exchange Server (Professional

Version Only)........................................................................................................................ 94

14.1 Requirements...................................................................................................................................................... 94

14.2 Overview ............................................................................................................................................................ 94

14.3 Granting Privileges.............................................................................................................................................. 94

14.4 How to backup Individual Brick Level Backup.................................................................................................... 96

14.5 How to restore Individual Brick Level Backup....................................................................................................100

15 Backup/Restore MySQL Server............................................................................................103

15.1 Requirements.....................................................................................................................................................103

15.2 Overview ...........................................................................................................................................................103

15.3 How to backup MySQL server on Windows........................................................................................................104

15.4 How to backup MySQL server on Linux (command line mode)...........................................................................107

15.5 How to restore MySQL server............................................................................................................................108

16 Email Reporting....................................................................................................................109

16.1 New User Report................................................................................................................................................109

16.2 Forgot Password Report......................................................................................................................................110

16.3 Backup Job Report .............................................................................................................................................111

16.4 Setting Change Report........................................................................................................................................113

16.5 Inactive User Reminder......................................................................................................................................114

17 Web Features........................................................................................................................115

17.1 Install Better Edge Backup.................................................................................................................................115

17.2 Update User Profile............................................................................................................................................115

17.3 Request Forgotten Password...............................................................................................................................116

17.4 Restore/Delete/Undelete Backup Files................................................................................................................116

17.5 Review Backup Jobs...........................................................................................................................................117

17.6 Review Storage Statistics ...................................................................................................................................119

18 Further Information..............................................................................................................121

18.1 FAQs .................................................................................................................................................................121

18.2 Contact Us .........................................................................................................................................................121

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1 Overview

1.1 Benefits

 Easy Backup of

1. Microsoft Exchange Server 2000 / 2003

2. Microsoft SQL Server 7.0 / 2000

3. Lotus Domino/Notes 5.0 or above

4. Oracle 8i or above

5. MySQL 3.2.4 or above

6. Windows System State

7. Outlook and Outlook Express (i.e. *.pst, *.dbx and *.wab)

8. Important personal settings, e.g. Desktop, Favorite, My Documents and History etc

9. Other common files (e.g. *.doc, *.xls)

 Support backing up only changes within a file (using in-file delta technology)  Support backing up of open files on Windows XP/2003 (Volume Shadow Copy)  Support backing up of Windows NTFS access privileges, Linux access privileges and modes, Mac

OS X metadata and resource forks

 Easy to use, deploy and maintain

1.2 Features

 (New in 5.2) Full support of Microsoft Exchange individual email, contacts, calendars, tasks etc.  (New in 5.2) Choose whether to restore “file permissions” during restore.  (New in 5.2) For “Local Copy” backup, ability to choose whether to perform a local copy backup only

and skip the offsite backup.

 (New in 5.2) Lotus Notes/Domino agent for Linux.  (New in 5.2) Auto Upgrade Agent to automatically upgrade the client software.  User configurable incremental / differential in-file delta backup mode (i.e. backing up only changes

within a file since the last incremental or full backup according to each user’s preference).

 Allow in-file delta backup mode to be overridden by each user individually according to backup time

(e.g. enforcing full (or incremental or differential) backup of all files every Sunday or the 1st day of every month).

 Volume Shadow Copy backup (i.e. backing up files even when they are exclusively open, e.g.

Outlook.pst).

 In-File Delta backup (i.e. backing up only changes within files).  Off-line backup mode and logout backup reminder.  Customizable backup schedule allows backups to be scheduled at any time.  Compress and encrypt data automatically before sending them to the server (server stores only

encrypted data).

 Increment backup strategy ensures that only new or updated files are sent to the backup server.  Support both full backup (database backup) and incremental backup (transaction log backup) for

Microsoft SQL Server 7.0/2000, Microsoft Exchange Server 2000/2003, Lotus Domino/Notes 5.0 and Oracle 8i or above.

 Can integrate with external “Open File Manager” to provide open file backup support to all open files.  Access backup data anytime, anywhere by using a web browser.  Comprehensive backup report lists all files backed up. Backup report delivered automatically via

email.

 Backup data are CRC validated before they are stored on server.  Fully user customizable data retention policy allows users to have access to deleted files using the

least possible storage space on the backup server.

 Can select source backup files easily by using a backup filter, e.g. selecting all *.doc and *.xls in your

computer in a single operation.

 Run any custom OS commands before/after a backup job.  Run on Windows, Mac OS X, Linux, NetWare, Unix and all other platforms supporting a Java2

Runtime Environment.

 Periodic backup files validation on backup server ensures backup files are 100% valid and fully

restorable when needed.

Better Edge Backup v5.2

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Better Edge Backup v5.2

1.3 Security

 128-bit point-to-point SSL communication between server and client  Support HTTP/HTTPS Proxy and Socks v4/v5 firewall  Data are 128-bit encrypted when stored on the backup server  Choice of different encryption algorithms, e.g. Twofish, Triple DES, Advanced Encryption Standard

(AES)

 Choice of different encryption modes, e.g. Electronic Cook Book (ECB) and Cipher Block Chaining

(CBC)

 An random initializing vector, salt and iteration count will be generated by the software automatically

for each file when encrypting your data

 Each backup user can restrict online access to his files to his pre-defined list of IP addresses

1.4 System Requirements

User Guide

 Operating System:

 Memory: 128MB (minimum), 256MB (recommended)  Disk Space: 100MB  Network Protocol: TCP/IP (http/https)

** Standard C++ libraries for backwards compatibility compiler (compat-libstdc++-x.x-y.y.y.y.i386.rpm) must be installed if you are not using a Linux 2.2 kernel. These libraries are required to run all Java applications.

1. Windows 95 / 98 / ME / NT / 2000 / XP / 2003

2. Linux kernel 2.2 or above ** (e.g. RedHat Linux 6.x or above, though the use of Linux kernel

2.6.9-34 or above is recommended)

3. Solaris 2.x or above

4. Mac OS X 10.2 or above

5. NetWare 5.1 or above

6. All other operating systems that supports Java2 Runtime Environment 1.3.1 or above

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Better Edge Backup v5.2

2 Installing Better Edge Backup

Before you can start backing up data to the Offsite Backup Server, you need to install Better Edge Backup onto your computer.

2.1 Installing Better Edge Backup for Windows

1. Download the Online Backup Manager installer (obm-win.exe) from the website.

2. Double click the icon to run the installer.

3. Follow on screen instructions.

4. After installation, Better Edge Backup will start automatically.

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2.2 Installing Better Edge Backup for Mac OS X

1. Download the Online Backup Manager installer (obm-mac.zip) from the website.

2. Expand the zip file.

3. Double click the pkg file icon to run the installer.

4. Follow on screen instructions.

5. After installation, the installer will need to restart your computer.

6. After restarting your computer, click the newly added Better Edge Backup icon on your desktop. You can

manually drag the icon to your dock bar if you wish.

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Better Edge Backup v5.2

2.3 Installing Better Edge Backup for Linux

1. Download the Online Backup Manager tarball release (obm-linux.tar.gz) from the website.

2. Set the OBM_HOME environment variable

# export OBM_HOME=/usr/local/obm

3. Expand the client software to $OBM_HOME

# mkdir $OBM_HOME # tar –x –C $OBM_HOME -zvf obm-linux.tar.gz

4. Install OBM

# ./$OBM_HOME/bin/install.sh

5. Start Auto Upgrade Agent

# /etc/init.d/auaobm start

6. Start backup scheduler

# /etc/init.d/obm-scheduler start

User Guide

7. Set the DISPLAY environment variable

# export DISPLAY=IP_ADDRESS_OF_XTERMINAL[:0.0]

8. Run Better Edge Backup

# sh $OBM_HOME/bin/BackupManager.sh &

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Better Edge Backup v5.2

2.4 Installing Better Edge Backup for Netware

1. Download the Online Backup Manager zip release (obm-netware.zip) from the website.

2. Expand the zip file to SYS:\OBM

3. Install Better Edge Backup

SYS:\> SYS:\OBM\aua\bin\install-aua.ncf

4. Start Auto Upgrade Agent

SYS:\> SYS:\OBM\aua\bin\startup.ncf

5. Start backup scheduler

SYS:\> SYS:\OBM\bin\Scheduler.ncf

6. Run Better Edge Backup

SYS:\> SYS:\OBM\bin\BackupManager.ncf

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2.5 Installing Better Edge Backup for Sun Solaris

1. Download the Online Backup Manager tarball release (obm-solaris.tar.gz) from the website.

2. Set the OBM_HOME environment variable

# export OBM_HOME=/usr/local/obm; export OBM_HOME

3. Set the JAVA_HOME environment variable to the directory where J2SE Java Runtime Environment (JRE)

1.4.x has been installed

# export JAVA_HOME=/usr/java/j2re1.4.x; export JAVA_HOME

4. Expand the client software to $OBM_HOME

# mkdir $OBM_HOME # cd $OBM_HOME # gunzip -c obm-solaris.tar.gz | tar –xf -

5. Install Better Edge Backup

# ./bin/install.sh

6. Start Auto Upgrade Agent

# /etc/init.d/auaobm start

7. Start backup scheduler

# /etc/init.d/obm-scheduler start

8. Set the DISPLAY environment variable

# export DISPLAY=IP_ADDRESS_OF_XTERMINAL[:0.0]

9. Run Better Edge Backup

# sh $OBM_HOME/bin/BackupManager.sh &

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Better Edge Backup v5.2

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Better Edge Backup v5.2

3 Uninstalling Better Edge Backup

This section describes the steps required to uninstall Better Edge Backup from your computer.

3.1 Uninstalling Better Edge Backup for Windows

1. Open [Start] -> [Control Panel] -> [Add/Remove Programs]

2. Select [Better Edge Backup] from the list and press the [Remove] button

3.2 Uninstalling Better Edge Backup for Mac OS X

1. Remove all program files by running

# cd $OBM_HOME/bin # sudo ./uninstall.sh

2. Remove all backup setting by removing ~/.obm

# rm –rf ~/.obm

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3. Restart your computer

3.3 Uninstalling Better Edge Backup for Linux

1. Change user to “root” or equivalent

2. Remove all program files by running

# cd $OBM_HOME/bin # ./uninstall.sh

3. Remove all backup setting by removing ~/.obm

# rm –rf ~/.obm

3.4 Uninstalling Better Edge Backup for Netware

1. Stop the running backup scheduler by running

SYS:\> touch SYS:\OBM\ipc\Scheduler\stop

2. Stop the running auto upgrade agent by running

SYS:\> SYS:\OBM\aua\bin\shutdown.ncf

3. Remove all program files by removing the directory SYS:\OBM

4. Remove all backup settings by removing the directory SYS:\.OBM

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3.5 Uninstalling Better Edge Backup for Solaris

1. Change user to “root” or equivalent

2. Set the OBM_HOME environment variable

# export OBM_HOME=/usr/local/obm; export OBM_HOME

3. Set the JAVA_HOME environment variable to the directory where J2SE Java Runtime Environment (JRE)

1.4.x has been installed

# export JAVA_HOME=/usr/java/j2re1.4.x; export JAVA_HOME

4. Remove all program files by running

# cd $OBM_HOME/bin # ./uninstall.sh

5. Remove all backup setting by removing ~/.obm

# rm –rf ~/.obm

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Better Edge Backup v5.2

4 Using Better Edge Backup

This chapter will describe all the features available in Better Edge Backup and outline how you can use Better Edge Backup to meet various backup needs.

4.1 System Tray Launcher (Windows Only)

After you have successfully installed Better Edge Backup onto your computer, an Better Edge Backup icon will be added to the system tray area (next to your system clock) automatically.

This icon is the entry point to Better Edge Backup. Right clicking the icon will show a menu that provides the following functions:

User Guide

Menu Item What it does

Open Run Better Edge Backup.

Backup Runs a specific backup set (or all backup sets) chosen from the sub-

Backup and Logoff Runs a specific backup set (or all backup sets) chosen from the sub-

Backup and Restart Runs a specific backup set (or all backup sets) chosen from the sub-

Backup and Shutdown Runs a specific backup set (or all backup sets) chosen from the sub-

Help Shows a help dialog

Stop running backup Interrupts a running backup set (or all backup sets) chosen from the

Exit Close this system tray launcher application.

menu in silent background mode.

menu in silent background mode and then logoff from Windows when finished.

menu in silent background mode and restart Windows when finished.

menu in silent background mode and shutdown the computer when finished.

sub-menu.

4.2 Logon Dialog

Before you can use Better Edge Backup, you have to be authenticated by the Offsite Backup Server first. The logon dialog shown below will check if you have the right to access Better Edge Backup by submitting the username and password you provided to the backup server.

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For secure communication, you can choose to communicate with Offsite Backup Server in SSL (Secure Socket Layer) by selecting the [https] option.

The [Address] field shows the Offsite Backup Server to which Better Edge Backup will connect to authenticate your username and password. You can use either a resolvable host name (e.g. backup.your-domain.com) or an IP address (e.g. 192.168.1.1).

If the Offsite Backup Server is not accepting connection from the standard ports (Port 80 and 443 for http and https respectively), you can append a semi-colon “:” and the custom port number to the host name of the [Address] field (e.g. www.backup-provider.com:8080) to connect to the server using the custom port number (port 8080 in this case).

If you need to connect to the server through proxy, just enter your proxy setting in the [Proxy Setting] section. For [SOCKS] proxy, both v4 and v5 without user authentication are supported.

4.3 Language Selection

You can switch the language of the Better Edge Backup user interface by choosing the desired language available from the [Language] drop down list. The languages available includes English, Czech, Danish, Dutch, French, Spanish, Portuguese, Icelandic, Norwegian, Finnish, Italian, German, Swedish, Chinese (Traditional and Simplified), Japanese, Lithuanian and Slovenian.

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4.4 User Profile

After the backup server authenticates you successfully, the Better Edge Backup main window appears. You can then use Better Edge Backup to update your user profile.

You can perform the following update to your user profile.

To change your [Password], press the [Change] button next to the password field. A Change Password dialog will appear. Enter your original password and new password into the text field of this dialog and press [OK].

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To change your [Display Name], press the [Change] button next to the display name field. A Change Display Name dialog will appear. Enter the new display name and press [OK].

To change your [Time Zone], just select your time zone from the drop down list next to the time zone entry.

To add a new contact email to this account, press the [Add] button in the [Contact] section. A [Add New Contact] dialog will appear. Enter a name and an email address in the text field provided and then press the [OK] button.

To remove a contact email, select the email that is to be removed from the email list and press the [Remove] button. Press [OK] to confirm the removal.

To update a contact email, select the email that is to be updated from the email list and press the [Properties] button. A [Update Contact Property] dialog will appear. After you have made the changes that you want, press the [OK] button.

4.5 Backup Logs

All backup activities are logged to backup activity log files. They are available for reviewing from Better Edge Backup.

How to review backup activities?

You can review all your backup Jobs by

1. Select the [Log] tab available at the bottom of Better Edge Backup

2. Select the Backup Job you want to review on the [Log Controller] panel

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Better Edge Backup v5.2

5 Setting Up Backup Sets

A backup set contains all backup settings of a backup operation. This section will describe all features available within a backup set and explain how you can use each of them to achieve various tasks.

Each backup account can have multiple backup sets. Each backup set is an individual and independent entity. For example, if you want one directory to be backed up during the day and another directory to be backed up during the night, you can create two backup sets, each with a different backup schedule and backup source, to serve this need.

To create a new backup set, simply click [Backup Set] -> [New] and choose a backup set type. For example, let’s create a “File Backup Set” for the rest of this chapter.

User Guide

5.1 Backup Set Type

A backup set can be of one of the following types:

Backup Type Description

File Backup set type to backup common files/directories

Microsoft SQL Server Backup set type to backup Microsoft SQL Server 7.0/2000

Oracle Database Server Backup set type to backup Oracle 8i/9i database

Lotus Domino/Notes Backup set type to backup Lotus Domino/Notes

Microsoft Exchange Server Backup set type to backup Microsoft Exchange Server 2000 / 2003

MySQL Backup set type to backup MySQL Server

System State Backup set type to backup Microsoft Window’s System State

Microsoft Exchange Mail (MAPI)

Backup set type is defined at backup set creation and cannot be modified. If you want to change the backup set type, you have to create another backup set in the new backup set type.

Backup set type to backup individual emails, contacts, calendars, tasks etceteras from Microsoft Exchange Server 2000 / 2003

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5.2 Backup Source

A “Backup Source” defines the files/directories that are to be included in a backup set. There are two types of backup source: Selected and Deselected. Selected backup source defines files/directories that are to be included in a backup set while deselected backup source defines files/directories that are to be excluded from a backup set. Online Backup Manager will generate appropriate backup source setting for you automatically when you make your backup source selection on Better Edge Backup.

Please note that for Windows operating systems, if the “Hide protected operating files (Recommended)” setting is enabled for the file explorer, system folders/files will not be shown in the backup source. By selecting the parent folders however, all subfolders (including system folders/files) will be included in the backup set. Thus if you want to exclude system folders (e.g. recycle bin) from the backup, please select the desired folders/files directly rather than selecting the parent folder. Alternatively, you can enter the corresponding system path to the [Exclude List] of the backup set using the web interface.

From the [Standard] node available at the top of the [Backup Source] tree, you can easily select the following common folders to be backed up:

1. “My Documents” folder

2. “Outlook” and “Outlook Express” mail store folder

3. “Favorites” folder

4. “Desktop” folder

From the [Options] node available below the [Standard] node, you can easily select other common folders to be backed up as well. They include the “Application Data” folder, the “Start Menu” folder, the “Templates” folder, the “All Users’ Documents” folder, the “Temporary Internet Files” folder, the “Cookies” folder, the “Font” folder, the “History” folder, the “Applications Data” folder, the “Nethood” folder, the “Printhood” folder, the “Recent” folder and the “Send to” folder.

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The checkbox next to the files/directories shown above can be in one of the following mode:

Mode Description

All files/directories (recursively) under this directory will be backed up

All files/directories (recursively), except those explicitly excluded, under this directory will be backed up. If you add files/directories to this directory in the future, they will be backed up as well.

Only the checked files/directories under this directory will be backed up. If you add files/directories to this directory in the future, they will NOT be backed up.

Nothing under this directory will be backed up.

5.3 Mapped Network Drive

If you need to backup a mapped network drive on Windows (it will only work in Windows NT/2000/XP/2003), you must enter your Window’s domain, username and password into the [Network Resources Authentication for Windows] section as shown below. It is required because scheduled backups will always run under the context of Window’s “Local System” account (which does not have the privileges required to access network resources) by default. Better Edge Backup needs to collect your Windows username, password and domain name to authenticate itself to the windows domain controller to acquire the required access privileges to the network files to be backed up. If you don’t supply a username and password, Better Edge Backup will have problems accessing network resources in its scheduled backup Jobs.

If you need to backup network mapped drive in scheduled backup, please do this:

i. Select the backup set from the left panel and press the [Properties] button

ii. Enter your Windows domain, username and password into the dialog shown below and press [OK]

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iii. Press the [Save Setting] button on the toolbar

The steps above apply only to computers running in a Windows domain. If you don’t have a windows domain with your network and you are using a workgroup or using a NetWare server, please use the “net use” command to authenticate the running backup process against the computer hosting the mapped drive. Otherwise, you will get “Access Denied” error from the backup report.

For example, if you want to backup \\SERVER\SHARE that is located on a NetWare server (or another computer in a windows workgroup) and you are getting "Network drive is not accessible" error message, please try adding the following command as a [Pre-backup command]

net use \\SERVER\SHARE [PASSWORD] /USER:[DOMAIN | MACHINE_NAME]\[USERNAME]

E.g.

Enter one of the f ollowing commands directly into the Pre-Backup Command:

net use \\Netware\Data password /USER:peter net use \\WorkgroupComputer1\Data password /USER:WorkgroupComputer1\peter

This will authenticate the current process with the NetWare server (or another computer in a windows workgroup) and backup will then run correctly.

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will run on the specified day or on a day with a given criteria (e.g. first

5.4 Backup Schedule

A “Backup Schedule” defines the frequency and the time that backups should run automatically.

User Guide

Backup schedule can be in one of the following types:

Type Description

Daily Backup Jobs will run everyday

Weekly Backup Jobs will run on the specified day(s) of every week

Monthly Backup Jobs

Custom Backup job will run once on any particular date

For each schedule type above, backup will run at the scheduled time for a maximum of the duration specified (or until all data are backed up if [Stop on backup completion] option is chosen). If a backup job does not finish within the maximum duration specified, it will be interrupted.

Please note that you can have more than one schedule within a backup set. For example, you can have a daily backup schedule that runs at 13:00 at noon and another daily backup schedule that runs at 00:00 at midnight. The combination of these schedules effectively creates a backup schedule that runs daily at 00:00 and 13:00 everyday.

weekend, last weekday) of every month

5.5 Backup Filter

A “Backup Filter” defines the file selection rules that allow user to easily include/exclude files into/from the backup set by applying user defined criteria(s) to the file names or directory names.

There are some basic rules regarding backup filters:

i. Filters are checked in creation order. Once inclusion/exclusion has been identified, the remaining

filters won't be checked.

ii. Inclusion/Exclusion made by filter always takes precedence over backup source selections

iii. If all filters do not apply to a particular file, this file is then checked for inclusion/exclusion backup

source selections

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The top directory to which this filter is applied. Filtering rules will be applied to

Defines whether you want to include or exclude matched files into/from the

backup set. Also, for those unmatched files, you can choose to exclude (if

er type) them into/from the backup

User Guide

Key Description

Name The name of a filter

Top Directory

Apply To Define whether to apply the filtering rule to files and/or directories Pattern Matching It defines the filtering rules of a filter. A filtering rule can be of one of the

Filter Mode

Example 1: If you want to backup only Word, Excel and PowerPoint documents in your document directory (e.g. C:\My Documents), you should setup your backup filter as follows.

all files and/or directories under this directory.

following types:

[Starts With] Include/Exclude all files/directories with name starting

with a certain pattern. For example: You can use B* to match all files with name starting with a ‘B’ character

[Contains] Include/Exclude all files/directories with name

containing a certain pattern. For example: You can use *B* to match all files with name containing with a ‘B’ character

[Ends With] Include/Exclude all files/directories with name ending

with a certain pattern. For example: You can use *.doc to match all files with name ending with ‘.doc’ (all Word documents)

[Regular Expression] Include/Exclude all files/directories with name matching

a regular expression.

include filter type) or include (if exclude filt set.

Top Directory = C:\My Documents Apply To = File (true) Matching Type = End With Matching Patterns = *.doc, *.xls, *.ppt Filter Mode = Include

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User Guide

Exclude all others = True

Example 2: If you want to backup all files, excluding all *.exe, *.dll and *.tmp, in C:\Applications, you should setup your backup filter as f ollows.

Top Directory = C:\Applications Apply To = File (true) Matching Type = End With Matching Patterns = *.exe,*.dll, *.tmp Filter Mode = Exclude Include all others = True

Example 3: If you have made your selection of files (all under C:\) from the backup source setting but you want exclude all images (e.g. *.jpg and *.gif) from your selection, you should setup your backup filter as follows.

Top Directory = C:\ Apply To = File (true) Matching Type = End With Matching Patterns = *.jpg, *.gif Filter Mode = Exclude Include all others = false

Please note that the [Include all others] setting is not enabled because you don’t want to include all other files (NOT *.jpg, *.gif) under C:\ into the backup set.

Example 4: (advanced)

If you want to include everything, except the “log” directory, under C:\Applications into a backup set, you should setup your backup filter as follows.

Top Directory = C:\Applications Apply To = Directory (true) Matching Type = Regular Expression Matching Patterns = ^log$ Filter Mode = Exclude Include all others = True

Example 5: (advanced)

If you want to include all directories named “log” from the backup set files with file name starting with “B” and ending with “*.doc” under C:\My Documents into the backup set, you can use a regular expression of “^B.*\.doc$” to do your selection. The filter backup can then be setup as follows.

Top Directory = C:\My Documents Apply To = File (true) Matching Type = Regular Expression Matching Patterns = ^B.*\.doc$ Filter Mode = Include Exclude all others = True

5.6 Pre/Post-Backup Command

The “Command Line Tool” feature has two major components, the [Pre-Backup] command and the [Post-Backup] command. You can use the [Pre-Backup] or [Post-Backup] commands to run any native OS (operating system) commands before or after running a backup job.

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Both [Pre-Backup] and [Post-Backup] commands comprise of the following parameters:

User Guide

Key Description

Name Name of this Command

Command The command to be run

Working Directory The directory at which this command will run

The backup set type affects the time at which [Pre-Backup] and [Post-Backup] commands run. The following table outlines when [Pre-Backup] and [Post-Backup] commands will run in different types of backup set.

Backup Set Type When Pre-Backup Commands run? When Post-Commands run?

File Before uploading backup files After uploading all backup files

Non-File Backup Sets (e.g. Microsoft SQL Server)

Note: You should never backup an application while it is running as this can result in inconsistent and unusable files getting backed up. Please use the “Volume Shadow Copy” feature if you’re running Windows XP/2003 or make use of the Pre-Backup Command feature to shutdown your application before running a backup job and use the Post-Backup Command feature to restart your application after the backup job has completed.

For Example

You want to stop Microsoft Outlook using the Pre-Backup Command and restart it after backup using the PostBackup Command, create the two following text files and assigned the files to Pre-Backup and Post-Backup Command.

1. Create a text file named “OutlookClose.vbs” using notepad with the following two lines:

Set objOLK = createObject("Outlook.Application")

(e.g. C:\My Documents\Application.exe or C:\My Documents\BatchJob.bat)

Before spooling backup files to temporary directory

After spooling backup files to temporary directory (i.e. before the first backup file is uploaded)

objOLK.quit

2. Create a text file named “OutlookStart.bat” using notepad with the following line:

"C:\Program Files\Microsoft Office\OFFICE11\OUTLOOK.EXE"

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User Guide

5.7 Temporary directory

If you are running a file backup job with in-file delta enabled or a database type backup job, Better Edge Backup will generate temporary files and the directory that will be used to store all these files are defined by [Setting] -> [Temporary directory for storing backup files]. Please set this to a non-system disk partition that has enough free space to avoid problems.

You can set the [Temporary directory for storing backup files] to a mapped network drive. If you choose to do this, please use a UNC path (e.g. \\SERVER\SHARE) and don’t forget to configure the [Backup Set] -> [Network Resources Authentication for Windows] setting.

To conserve the use of disk space, you can set the [Remove temporary files after backup] option to delete the temporary files automatically after a backup job has finished.

5.8 Transfer Block Size

Transfer block size defines the block size Better Edge Backup will use to transfer your backup blocks. Generally, backup jobs using a larger block size will have better performance, because of the smaller number of connections involved.

However, some firewalls or proxy servers may block out-going network traffic (HTTP/HTTPS POST method) with large block size for security reasons. If you are in a network with this type of restriction, please lower the transfer size value and try again.

To change the transfer block size of any backup set, please select the [Setting] node on the left panel to invoke the [Setting] panel on the right. You can then make changes to the [Transfer Block Size]. After you have made your changes, just press the [Save Setting] button on the toolbar.

5.9 Follow Symbolic Link (Linux/Unix/Mac only)

Under Unix/Linux/Mac, users can create a symbolic link to link a file/directory from another directory. This setting defines whether you want Better Edge Backup to traverse any symbolic links encountered on your backup path.

To change the follow symbolic link of any backup set, please select the [Setting] node on the left panel to invoke the [Setting] panel on the right. You can then make changes to the [Follow Symbolic Link]. After you have made

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It defi

nes the encrypting algorithm used to encrypt your backup files. There are

User Guide

your changes, just press the [Save Setting] button on the toolbar.

5.10 Microsoft’s Volume Shadow Copy Service (VSS)

Microsoft Volume Shadow Copy Service (VSS) allows you to backup files that are exclusively opened. Without VSS, you will get the error message “The process cannot access the file because another process has locked a portion of the file” if you are trying to backup a file that is exclusively opened (e.g. Outlook PST file).

Please note that VSS is only available on Windows XP / 2003 and you must have administrative privileges to start the VSS service on a computer. Also VSS will only work if at least one of your partitions is formatted using NTFS.

If you are running Windows 2003, please install the Windows 2003 VSS hot fix available in

http://support.microsoft.com/default.aspx?scid=kb;en-us;887827 before running VSS.

If you are running into problems with VSS running on Windows XP / 2003, Microsoft's recommendation is to try re-registering the Volume Shadow Copy Service again. Simply run the script [Better Edge Backup Home]\bin\RegisterVSS.bat to do so.

For more information, please take a look at the following page for a technical introduction to Volume Shadow Copy Services (VSS):

http://technet2.microsoft.com/windowsserver/en/library/2b0d2457-b7d8-42c3-b6c9-59c145b7765f1033.mspx

5.11 Encryption

Before your files are sent to the Offsite Backup Server, all your files are compressed and encrypted using your choice of encryption algorithm, mode and key. The following table explains all encryption parameters available within a backup set.

Note: Encryption settings are set at backup set creation time and cannot be modified. You need to create a new backup set if you want to change your encryption settings for a backup set.

Parameter Description

Encryption Algorithm

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been chosen as the encryption standard for

User Guide

three encryption algorithms available:

[AES] Advanced Encryption Standard algorithm [DESede] Triple DES algorithm [Twofish] Twofish algorithm

We recommend the use of AES as it has commercial use. Please refer to references on Cryptography for more information about encryption algorithms.

Encryption Mode It defines the encrypting mode used to encrypt your backup files. There are two

Encrypting Key The key used to encrypt all files within a backup set. Please write it down on

encryption modes available:

[ECB] Electronic Cook Book Mode [CBC] Cipher Block Chaining Mode

We recommend the use of CBC mode as it offers better security. Please refer to references on Cryptography for more information about encryption modes.

paper and keep it in a safe place. If the key is lost, you will not be able to recover your files from the encrypted backup files.

5.12 Retention Policy

During backup, if Better Edge Backup finds that you have deleted a file (or updated a file) on your computer, it will put the corresponding deleted (or updated) file already backed up on the backup server into a retention area. The retention policy setting defines how long files inside the retention area will be kept on the backup server before they are deleted automatically from the server.

Retention policy will only affect “retained” file (i.e. files that have already been deleted or updated on your computer and thus are moved to the retention area of the backup server). For those files that have not been updated on your computer, the backup of these files is kept in the data area on the backup server and won’t be affected by the setting of retention policy. These backup files of unchanged files will stay on the backup server forever until the original files are removed (or updated) from your computer.

Standard Retention Policy

The [Standard] retention policy allows you to delete retained files automatically after a user defined number of days or after a user defined number of backup Jobs. To change the retention policy setting of any backup set, please select the [Retention Policy] node on the left panel. You can then make changes to your retention policy under the [Retention Policy] section. After you have made your changes, just press the [Save Setting] button on the toolbar.

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Specifications and Main Features

Frequently Asked Questions

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