Quick Start Guide. Getting Started with Intronis Cloud Backup and Recovery Solution

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Quick Start

Guide

Getting Started with Intronis’ Cloud Backup and Recovery Solution

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Revisions

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Table of Figures

Figure 1. Automatic to Manual Setting. ... 80

Figure 2. Backup Status Report. ... 81

Figure 3. Plan Percentage Report. ... 86

Figure 4. Accounts History Report. ... 87

Figure 5. Account Snapshot Report. ... 87

Figure 6. No Recent Backup Report. ... 88

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Introduction

This section includes the following topics: • Audience

• About This Quick Start Guide • Software Requirements • Related Documentation • Intronis Technical Support

Audience

The audience for this document is IT professionals and partners who provide clients with cloud backup and recovery support using Intronis.

About This Quick Start Guide

Intronis continues building on the strategy of expanding the breadth of Intronis backup and data protection support as well as expanding the recoverability of data for small businesses.

This Quick Start Guide provides the following information: • About Intronis

• Setting Your Preferences • Creating Templates • Installing the Software • Running Backups • Viewing Reports

• Accessing Resources and Marketing Materials • Contacting Partner Support

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Software Requirements

Before installing the Intronis cloud backup and recovery software on any computer, it is important to know what system environments are supported by Intronis and what hardware is required.

The following table provides the requirements for running the backup software along with the web portal requirements.

Backup Software Requirements Minimum Requirements

• 2 GHz dual-core CPU

• 1 GB of total RAM (500 MB free RAM during backup, restore, or delete operation)

• Free disk space equaling twice the size of your largest protected file (not required for VM backups)

• Broadband Internet Connection • Microsoft .NET Framework 3.5

Recommended Specifications

• 2GHz quad-core CPU • 4 GB of total RAM

• 1 GB free RAM during backup, restore, or delete operation.

• Free disk space equaling twice the size of your largest protected file (not required for VM backups)

• Broadband Internet Connection • Microsoft .NET Framework 3.5

Web Portal Requirements

• Internet Explorer 10, 11 (Desktop Mode) • Firefox (most recent version)

• Flash player 6.0 or higher • Silverlight 4.0 or higher

Supported Operating Systems

• Server 2012/2012 R2 • Windows 8 • Windows 8.1 • Windows 7 SP1 • Server 2008/2008 R2 with SP2/SBS 2011 • Windows Vista SP1 • Server 2003 SP1/SBS 2003 SP1 • Windows XP SP3 Exchange • Exchange 2003/2007/2010/2013 • No DAG support SQL • SQL 2005/2008/2012/2014 Standard Edition • SQL Databases must be running in Simple

recovery mode

VMware

• vSphere 4.1, 5.0, 5.1, 5.5, and 6.0 (including clustered environments)

• All supported versions require a VMware Essentials license or higher.

• Clustered environments supported

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Intronis Technical Support

Intronis Technical Support is available 8 AM to 9 PM (EST).

Phone: 800.569.0155 or 617.948.5300 Email: [email protected]

You also can use the Intronis live chat service 8 AM to 6 PM (EST). Click the following link:

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About Intronis

Intronis is founded on the idea that the benefits of online backup systems used by Fortune 500

companies can be made available to organizations of any size. The founders created an online solution, simple enough for any IT business owner to use, which delivers reliable offsite backups, data security, and on-demand data recovery.

Intronis offers a great online backup and recovery service to MSPs, and offers the unbeatable benefits of Intronis employees who care and do all they can to make sure each and every partner is successful with their online backup business. Intronis isn't just here to sell you a solution, but to make sure each partner has the tools to succeed in their business.

Since launching Intronis in 2003, the Intronis team has earned a reputation among business owners, IT managers, and MSPs as an easy-to-use, powerful solution backed up by a passionate U.S.-based customer service team.

Intronis has learned that the best way to improve the solution for you and your clients is to • Listen to you.

• Take your concerns seriously. • Respond quickly.

• Make the Intronis solution work the way you want it. E-mail and chat support are offered at no extra charge.

Intronis strives to quickly answer calls with a highly-knowledgeable software support consultant who can answer your questions.

Setting Your Preferences

This section includes the following topics: • Logging in

• Changing your password • Branding your portal

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Logging in

Once you become an Intronis Partner, you can log in with your username and password Navigate to https://manage.intronis.com.

The Intronis login screen is displayed.

Enter your username and password to log in.

Changing Your Password

To change your password, perform the following steps. 1. Log into your Intronis account.

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2. At the top of the page, click Preferences. The Preferences drop-down menu is displayed.

3. Select View/Edit Contact Information.

The contact information for your account is displayed.

4. To Click the Change Password button. The Change Password pop-up is displayed. 5. Make your changes and click Save.

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Branding your Portal

To brand your portal, perform the following steps. 1. Log into your Intronis account.

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3. Select Configure Branding.

The Configure Branding page is displayed.

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The Branding Wizard is displayed.

5. Click Next.

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6. Supply the logo for your company by clicking the Browse button.

Note: Specify your logo in JPG, PNG, or GIF Format. The logo needs to be as close to the dimensions

of 960 pixels (width) by 320 pixels (height) as possible. However, if you cannot find one that is exactly this size, it can be automatically scaled.

The logo is displayed in the right side box.

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The Customized Portal page is displayed.

8. Specify the overall color scheme to make the portal reflect your existing brand.

You have the options of using the default colors or specifying custom colors by clicking the relevant radio buttons.

9. Create a custom URL for your customers to display the status of their backups by typing it into the text box, and then click Next.

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The Create Company Info page is displayed.

The Intronis Cloud Backup Solution needs to install an agent on every machine that gets backed up or that can provide access to the drives and VMs getting backed up. This step lets you customize how the software appears on these machines, as well as the footer, so that it appears as branded by you, not Intronis.

10. In the first section, supply your company information to be used in the Agent software, and then select an Installation Path.

11. In the second section, provide your contact information to be used in backup notifications for your customers.

12. Enter a Support Number to be displayed on the portal and on emails so your customers can call you for support, and then click Next.

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The Setup Customer Notifications page is displayed.

13. Customize the text and macros for the notifications that your customers receive from you about their backups by typing information in the relevant fields.

The Design or HTML buttons are provided to meet your preference.

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15. When satisfied, click Finish. The Completion page is displayed.

16. Log in to the portal at the address provided to display your branded solution.

This displayed address is what is sent to your customers so that they can check out the status of their backups.

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Viewing or Editing Contact and Billing Information

To view or edit your contact and billing information, perform the following steps. 1. Log into your Intronis account.

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3. Select View/Edit Contact Information.

The contact information for your account is displayed.

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The contact information fields are displayed.

5. If your contact and billing information are different, clear the Billing address is the same as

contact address box.

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Creating Portal User Accounts for Employees

To create portal user accounts for your employees, perform the following steps. 1. Log into your Intronis account.

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3. Select Manage Portal Time-Out/Users.

The Manage Portal Time-Out/Users page is displayed.

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The New User form is displayed.

5. Complete the fields. a. Type the Username.

If a Username is already in use, the following notice is displayed.

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The following password requirements are displayed.

c. Type the Name and Email is the relevant fields.

d. Select a role from the Role drop-down list, as shown below.

The roles are defined as:

• Admin – access to all features.

• Tech – access to management section and backup set related reporting. • Finance – access to billing section and billing-related reporting.

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The Contact Details page is displayed.

Notice the fields are pre-filled.

7. If necessary, make your changes, and then click Submit. The new user is displayed, as shown below.

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Managing Portal Time-Out for Employees

To manage portal time-out for your employees, perform the following steps. 1. Log into your Intronis account.

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3. Select Manage Portal Time-Out/Users.

The Manage Portal Time-Out/Users page is displayed.

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The Portal Time-Out field is displayed.

5. Select the drop-down arrow to display the following menu.

6. Select how long it takes the users that are displayed to automatically log out from the portal due to inactivity.

Note: This setting does not affect how long it takes your customers accessing the portal to log out.

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Creating Accounts for Customers

To create accounts for your customers, perform the following steps. 1. Log into the Intronis portal.

The Management Dashboard is displayed.

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The New Account form is displayed.

3. Complete the form, and then click Save.

Note: Asterisks indicate a mandatory field. Every new Account must have a package assigned.

If you run over your pre-purchased amount, you are prompted to accept the new package, as shown below.

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Adding Computers to Accounts

To add computers to accounts, perform the following steps. 1. Log into the Intronis portal.

The Management Dashboard is displayed.

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The Manage Account page is displayed.

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The New Computer form is displayed.

4. Complete the form for each computer to be added, and then click Save. The new computer is displayed.

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Creating an Account Billing Plan

To create an account billing plan, perform the following steps.

1. At the Intronis Dashboard, click Preferences, Configure Billing Plans.

The Account Billing Plan Administration page is displayed.

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3. Complete the fields, and then click the Create Plan button.

Note: The following table provides information about the Unlimited check box options. When you click the

Unlimited check box under the following field…

Then,

Base Plan Size • the field becomes inactive and the word “Unlimited”

displays indicating the Account Billing Plan does not impose a limitation on the amount of storage used by the accounts assigned to this billing plan.

• the Extra GB Block Size field becomes inactive and the word “N.A.” displays. Accounts assigned to this Billing Plan have no limitations on extra blocks.

• the Extra Block Price field becomes inactive and “N.A.” displays. Because there is no limitation on extra blocks, price is not tracked.

Included Computers • the field becomes inactive and displays “Unlimited.” indicating that there is no limit on the amount of computers an account can protect.

• the Extra Computer Price field becomes inactive and displays “N.A.” indicating that because you can protect an unlimited number of computers, there is no need to specify an extra computer price.

• the GB Included with Extra Computer field becomes

inactive and displays “N.A.” indicating that because you can protect an unlimited number of computers, there is no need to specify an amount for allowed GBs.

Monthly QuickSpin VM Host

License Price the field becomes inactive and displays “N.A.” indicating that the account assigned to this billing plan can protect an unlimited amount of VM Hosts without incurring an extra charge.

Monthly Imaging License

Price the field becomes inactive and displays “N.A.” indicating that the account assigned to this billing plan can protect an unlimited amount of Images without incurring an extra charge. Monthly Local Backup

Subscription Price the field becomes inactive and displays “N.A.” indicating that the account assigned to this billing plan can back up an unlimited amount of computers locally without incurring an extra charge.

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Managing Billing

To view your invoices, add credit cards or pay your bill, perform the following steps. 1. Log into your Intronis account.

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2. At the top of the page, click Pay Bill.

The Preferences drop-down menu is displayed.

3. Select View/Estimate Bill. The Billing page is displayed.

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4. You can perform any of the actions listed in the following table.

Action Result

To view invoice details, select the View Invoice

Details tab.

You are prompted to open or save a CSV report.

To view an invoice, click the Invoice Number or the View Invoice tab.

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Action Result

a. To make a payment, click the Pay Invoice tab.

b. Type your

information into the required fields, and then click Make

Payment.

The Make Payment pop-up is displayed.

To view your bill estimate, click the

Estimate Bill tab.

Your bill estimate is displayed.

Creating Templates

This section includes the following topics: • About Templates

• About Setting System Preferences • Creating a New Template

• About Applying a New Template

• Applying a New Template to a Single Computer • Applying a New Template to a Computer Group

About Templates

Templates are predefined groups of preferences and notifications settings to be applied to a computer

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About Setting System Preferences

When setting system preferences, you can set the system preferences and software preferences. Applying preferences templates may take up to 15 minutes during which a Pending message is displayed in the Manage tab under the Preferences column.

Templates are not a setting themselves. After templates are applied, the changes take effect and new templates can then be applied.

System Preferences

Under the System Preferences tab you can configure the following options: • Concurrent Workers

• File Retries

• Wildcard Exclusions • Stray File Retentions

Concurrent Workers

This option allows you to determine how many files and VMs the software can back up, restore, or delete at the same time. Increasing this value may improve the performance of these operations, but may consumer more resources on the computer.

File Retries

This option allows you to determine how often a file can be retried if it fails to back up.

Wildcard Exclusions

This option allows you to set wildcat exclusions to add to each computer’s exclusion list.

Stray File Retentions

This option allows you to set the following retention rules: • Automatically remove stray files after a number of days. • Skip file removal if the volume or the share is not found. • Always keep the most recent copy of each file.

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Creating a New Template

To create a new template, perform the following steps. 1. At the Home page, click Preferences.

The Preferences drop-down menu is displayed.

2. Select Manage Templates.

The Manage Templates page is displayed.

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The Create Template page is displayed with Notifications template displayed as the default.

4. To create Notifications, type a template name, and then click Next. The Notification template page is displayed.

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The Main email on each computer notification page is displayed.

6. Select the check box for each notification you want emailed. 7. To add extra emails, click the Add Extra Email tab.

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The new Notifications template is displayed as shown below.

9. To create a Preferences template, click Preferences. The Preferences template page is displayed.

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The Preferences template is displayed.

11. At the System Preferences template, optionally select and configure the following options: • Concurrent Workers

• File Retries

• Wildcard Exclusions (Separate each phrase with a comma and commit each phrase by pressing Enter.)

• Stray File Retentions

See About Setting System Preferences for more information.

Note: By leaving a preference setting unselected, the template, when applied, does not overwrite

that setting for the computer.

For example, if you create a template that adjusts only the Bandwidth Throttling setting, the other settings are not overwritten by this template.

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The Software Preferences page is displayed.

13. Optionally select and configure the following options: • Bandwidth Throttling

• Upload logs

See About Setting Software Preferences for more information. 14. When complete, click Create.

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About Applying a New Template

Templates can be applied to an individual computer, or applied to a group of computers.

Applying a New Template to a Single Computer

To apply a new template to a single computer, perform the following steps.

1. At the Management Dashboard, expand a partner by clicking the open arrow to its left, and then click a specific computer row to highlight it, as shown below.

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The Apply Template pop-up is displayed.

3. Select the desired templates from the drop-down menus, and then click Apply.

• If applying Preferences templates, the changes are applied to the selected agent the next time the agent checks in. Agents that are up and running check in every 15 minutes.

• If applying notifications templates, the Append pop-up is displayed, as shown below.

4. Optionally, Append or Replace email addresses.

Append adds settings not already specified (good for modifying notifications settings).

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Applying a New Template to a Computer Group

To apply a new template to a computer group, perform the following steps. 1. At the Management Dashboard, select the Group View tab.

The groups are displayed.

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The Apply Template pop-up is displayed.

3. Select the desired templates from the drop-down menus, and then click Apply.

• If applying Preferences templates, the changes are applied to the selected agent the next time the agent checks in. Agents that are up and running check in every 15 minutes. • If applying notifications templates, the Append pop-up is displayed, as shown below.

4. Optionally, Append or Replace email addresses.

Append adds settings not already specified (good for modifying notifications settings).

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Installing the Software

This section includes the following topics: • About software installation

• Downloading the backup agent software • About the custom backup installer • Creating a custom backup installer • About the backup agent software • Installing the backup agent software

• Deploying the backup agent software with an RMM

About Software Installation

Prerequisites: After you have created an account and added computers to the account, you can start

downloading and installing the backup agent software by:

• Downloading the backup agent software, and then installing the backup agent software. • Creating a custom backup agent installer, and then installing the backup agent software. You can also deploy the backup agent software with remote monitoring and management (RMM).

Note: A custom backup agent installation allows you to configure the backup agent’s settings from the

Management Portal.

Downloading the Backup Agent Software

To download the backup agent software, perform the following steps. 1. Log into your Intronis account.

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The Home page is displayed.

2. At the top of the page, click Downloads. The Preferences drop-down menu is displayed.

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3. Select Download Installer. The Downloads page is displayed.

4. Click the Installer link.

5. Run or Save the software and install it on to the computer. The Setup Wizard is displayed.

See Installing the Backup Agent Software for procedure.

About the Custom Backup Installer

You can create a custom installer file that allows the software to self-install with the proper username, and Computer ID.

This option allows you to then configure the Backup Agent’s settings from the Management Portal.

Creating a Custom Backup Installer

To create a custom backup installer, perform the following steps. 1. Log into your Intronis account.

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2. At the top of the page, click Manage. The Management Dashboard is displayed.

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The Manage Account page is displayed.

4. Select a computer from the Computer list. The Computer page is displayed.

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5. Click the Settings tab.

The Setting Types are displayed.

6. Click Create Installer.

The Installer Created pop-up is displayed.

7. Copy and paste the link or email it to the contact for this computer, and then click OK. The Setup Wizard is displayed. See Installing the Backup Agent Software for procedure.

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About the Backup Agent Software

You have three options to choose from when installing the backup agent software: • Recover Previous Installation

• Move Account to This Computer • Recovery Mode

Recover Previous Installation

Recover Previous Installation is used when the agent has been removed or is unavailable and you want to reinstall.

Move Account to This Computer

Move Account to This Computer is used when the agent exists but you want to move it to this computer. Be aware that the other agent is invalidated.

Recovery Mode

Recovery Mode is used when you want the other agent to continue to backup, but you want to install another agent for recovery purposes only.

Installing the Backup Agent Software

To install the backup agent software, perform the following steps.

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The Setup Wizard is displayed.

2. Close all open applications, and then click Next. The License Agreement is displayed.

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3. Read the agreement, click the I accept the agreement radio button, and then click Next. The Ready to Installing screen is displayed.

4. Click Install.

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After the setup is complete, the Finish screen is displayed.

5. Click Finish to complete installation.

The Backup Monitor shortcut is displayed on your desktop, as shown in the following example.

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The Setup screen is displayed.

7. Type username, password, and computer, and then click Validate. The Test screen is displayed.

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8. Click the Test button.

The tests are performed and the Next button is displayed.

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The Default Settings screen is displayed.

10. Click each option bar to display default settings, and if desired make your changes. The options are displayed below.

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The Backup Monitor is displayed.

12. If moving an account or in installing recovery mode, run the restore. • Select the files, folders, or backup sets you wish to restore from.

• To restore the latest versions of the files, select them, and then select the Restore button. • To restore different revisions that have been stored, select the (+) next to each individual file,

select the desired revision, and then select the Restore button.

13. Proceed to restore data through the Restore wizard in the portal, making sure to choose the correct installation when prompted.

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Deploying the Backup Agent Software with RMM

After you have downloaded the installer, you can deploy it with RMM tools such as: • Kaseya

• Level Platforms • N-able

To deploy the backup agent software with RMM, use the command line switches in the following table.

Command Line Switch Description

/Username=user_test Specifies the username to be used during Monitor setup - only for new accounts.

/Password=1234567 Specifies the password to be used during Monitor setup - only for new accounts.

/ComputerID=0000 Specifies the Computer ID to be used during Monitor setup - only for new accounts.

/ManagedKey If added, managed key will be used during Monitor setup - only for new accounts.

/Silent Runs the installer in silent mod. User interaction is not required.

/SuppressMsgBoxes Combined with /silent, suppresses setup message boxes. /VerySilent Does not display any software message boxes or screens

unless errors are encountered.

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Running Backups

This section includes the following topics: • About creating backups

• Setting up local only backups

• Changing cloud backup to local only backup • Backing up files and folders

• Disabling backup sets

About Creating Backups

You can create the following types of backup sets: • File and Folder

• Exchange Information Store • Exchange Mailbox

• SQL

• System State • Virtual Machine • Imaging

File and Folder Backup is included in this Guide. See the Intronis User Guide for details on how to create backups and restores for other backup types.

File and Folder Backup

This option lets you back up individual files and folders.

Exchange Information Store Backup

This option lets you back up an entire Exchange Information Store.

Exchange Mailbox Backup

This option lets you backup individual Exchange mailboxes. This option is not to be used for full Exchange disaster recovery.

SQL Backup

This option lets you back up SQL databases.

System State Backup

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Hyper-V VMs can be protected with Hyper-V Standard, which can be sent to the cloud, or Hyper-V Rapid Recovery, which can be recovered locally in minutes. Hyper-V Rapid Recovery supports performing object-level restores from protected VMs.

Imaging Backup

This option lets you back up physical machines as volume-level images. Additionally you can use Rapid Recovery to restore a failed system in minutes or object-level restore to recover individual files and folders from an image.

Imaging also supports Bare-Metal Recovery. See the Bare Metal Recovery Quick Start Guide for more information.

Setting Up Local Only Backups

To set up local only backups, perform the following steps.

1. Log in with your partner account to https://manage.intronis.com. The Home Dashboard is displayed.

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The selected computer is displayed.

3. Click the Settings tab.

The Settings Type page is displayed.

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The Preferences page is displayed.

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The Software Preferences page is displayed.

6. Select the Enable the Local Vault checkbox, and then type or browse to the destination path.

Note: You can point the Local Vault to either a USB drive or NAS device.

7. Optionally, select either Sync the Local Vault folder with the remote servers or Backup directly to

the Local Vault first check box.

8. Click OK to save the changes.

Changing Cloud Backup to Local Only Backup

Prerequisite: Ensure the Local Vault is created and a Local Only Backup option has been purchased and

enabled.

To change a backup that was originally configured to be online to Local Only, perform the following steps.

1. Contact Intronis technical support to remove the data from the Cloud. 2. Delete the Backup Set.

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Backing Up Files and Folders

To create a file and folder backup, perform the following steps. 1. Navigate to the Computer Page.

The Computer page is displayed.

2. Click the Backup tab.

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The Create Backup Set Files and Folders page is displayed.

4. Click Files and Folders, select a Backup Destination radio button: Online and local, or Local and then click Next.

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The Backup Select page is displayed.

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The files and folders to be backed up are displayed in the right panel.

Note: Directories marked with the plus icon have new items automatically backed up.

6. If the network location is not list, type the path in the text box, and then click Add. 7. When complete, click Next.

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The Backup Schedule page is displayed.

8. Select the corresponding radio button to either run your backup from a calendar-based schedule, or to scan for new and modified files at a specified time interval using the instructions below.

For a calendar-based schedule:

a. Click and drag the sticky notes to the time rows and columns.

b. Alternatively, click the Add button in the left panel to create new dates and times. The following pop-up is displayed.

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The recurring schedule page is displayed.

b. Use the down menu to select the scan and modify files schedule from the following drop-down list.

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The Create Backup Set Settings page is displayed.

10. Define the following settings for the backup set: • Archiving Rules

• Temporary Folder • Snapshot Mode • Failed File Behavior • Wildcard Inclusions • Archive Bit

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The Backup Summary page is displayed.

12. Review your selections, and then click Create.

The new image backup is displayed on the Your Backup Sets page.

Note: See the Intronis User Guide for details on how to create backups and restores for each backup

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Disabling Backup Sets

To disable backup sets in the Management Portal, navigate to the specific computer from which data was backed up, select the Backup tab, and click the Automatic side arrow to change the setting to

Manual (see Figure 1.)

Note: Disable means the backup set still exists and can be run manually, but no longer runs

automatically on its schedule.

Figure 1. Automatic to Manual Setting.

Viewing Reports

This section includes the following topics: • Backup Status Report

• Plan Percentage Report • Accounts History Report • Account Snapshot Report • No Recent Backup Report • Storage Usage Report

Backup Status Report

The Backup Status report is an all-in-one daily report that allows you to monitor your customers' backup.

You can see which user account, which computer, and even which backup should be examined from the Intronis Management Portal without logging into their customers’ computers to troubleshoot.

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Figure 2 is an example of a Backup Status Report.

Figure 2. Backup Status Report.

Configuring the Backup Status Report

1. To configure your Backup Status Report, click the Preferences tab. The drop-down menu is displayed.

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The Reporting Conditions page is displayed.

3. In the Reporting Conditions section, configure the information that you want displayed on the Backup Status Report by selecting the appropriate radio buttons.

The following table provides a description of each condition and a recommendation.

Condition Description/Example Recommended

Status Indicator Recommendation

Backup

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Condition Description/Example Recommended

Status Indicator Recommendation

backups do not run on time. If you uninstall the agent, but do not cancel the backup set, it keeps repeating this condition. Warnings

Present Backup job completed, but something

unplanned happened during the backup that did not prevent files from being backed up.

Completed Black Warnings present in the logs

are typically informational. All files have uploaded

successfully. Skipping Intelliblox and reverting to a full backup is a common warning and happens when a file or database changes more that 50%.

Errors

Present Backup job completed, but some files failed to backup.

Warning Yellow While errors are usually not

critical, it is recommended setting them to warning because some of the files were not backed up. Check the logs for files not backed up, then repeat the backup job to pick up the files on the second round. No New File Data Backed Up Backup job completed, but no files were backed up; no files changed since the last backup

Completed Black No files changed since the last backup. Nothing to worry about. No New Exchange or SQL Data Backed up Backup job completed, but no Exchange or SQL data was backed up.

Failed Red For live databases like MS

Exchange and SQL there should be changes. Indicates a

problem with the backup configuration, or the catalog file. Call technical support. No Data

Restored A restore was initiated, but no data was restored.

Failed Red Only happens if you run a

restore manually. You should have this flagged as read in the logs if no data is restored. No Data

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Adding New Email for the Backup Status Report

1. To add new email, click the Preferences tab. The drop-down menu is displayed.

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The Reporting Conditions page is displayed.

3. Click Add New Email to add new email addresses. The Add New Email pop-up is displayed.

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Plan Percentage Report

The Plan Percentage Report displays how much storage is being used by each of your individual accounts, as well as the percentage of the available space currently used.

Also the following data is reported: • Account Names • Contact Names • Billing Plan • Storage • Additional Storage • Percentage of Storage

This report can help you determine when to look into a client’s backup if storage is really high, or encourage a client to upgrade their plan.

Accessing the Plan Percentage Report

To access the Plan Percentage Report, click the View Reports tab, and then select the Plan Percentage

Report.

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Accounts History Report

The Accounts History Report provides a graphic of the number of accounts.

Accessing the Accounts History Report

To access the Accounts History Report, click the View Reports tab, and then select the Accounts History

Report.

Figure 4 provides an example of an Accounts History Report.

Figure 4. Accounts History Report.

Account Snapshot Report

To obtain usage and billing data, you can use the Account Snapshot Report which can be exported to a .csv file and imported into many accounting applications.

Accessing the Account Snapshot Report

To access the Account Snapshot Report, click the View Reports tab, and then select the Account

Snapshot Report.

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No Recent Backup Report

The No Recent Backup Report lists computers that have not backed up in the last 3 days.

Accessing the No Recent Backup Report

To access the No Recent Backup Report, click the View Reports tab, and then select No Recent Backup

Report.

Figure 6 provides an example of a No Recent Backup Report.

Figure 6. No Recent Backup Report.

Storage Usage Report

The Storage Usage Report provides a graphic of storage usage over time.

Accessing the Storage Usage Report

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Figure 7 provides an example of a Storage Usage Report.

Figure 7. Storage Usage Report.

Accessing Resources and Marketing Materials

Within the Management Portal there are several types of resources and white label marketing materials available to you. You can access everything you need to help you start and manage your cloud backup and recovery solution.

These documents are in editable Microsoft Word and Power-Point format, so you may update them with your own logo, company name, and product information. This packet is updated regularly with new pieces of collateral and fresh content, so remember to download a new copy every so often.

Check the Management Portal periodically to download the latest materials.

The following table lists the types of resources and white label marketing materials available to you within the Management Portal.

Material Description

Release Notes Guide to important product information.

Branding Marketing Packet Contains several pieces of end-user-facing marketing collateral including white papers, brochures, email templates, a cold call script, and a PowerPoint® presentation.

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Material Description

Portal REST API Reference Reference guide for use of the Intronis portal REST API. RMM Deployment Kit Guide to deploy and monitor the backup solution using RMM

tools.

Technology Whitepaper Information on our solution and how it can help protect your clients' data.

Autotask Integration Guide Details on how to get the most out of our Autotask Integration. ConnectWise Integration Guide Details on how to get the most out of our ConnectWise

Integration.

BMR Media Creator Download the BMR media creator for the pre-installation media required to perform a bare metal recovery.

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Accessing Marketing Materials

To access Intronis marketing materials, click the Downloads tab, and then select Access Resources, as shown below.

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Contacting Partner Support

This section includes the following topics: • How and when to contact partner support • Common things you can check

• Preparing for support

How and When to Contact Partner Support

Our current Partner Support hours are Monday – Friday 8 am – 9 pm EST. Contact Partner Support as follows:

• Phone at 1-800-569-0155 option 1.

• Live chat from the website or management portal. • Emailing [email protected].

During the weekends and holidays, full coverage during our normal business hours is provided via email only. Before contacting our Partner Support Team, attempt level-one troubleshooting of the issue.

Common Things You Can Check

Here are some common things you can check.

• Access the logs through the management portal or on the local software.

• When a failed Backup notice is received, try to reproduce the issue or manually run a backup. • Check the network and environmental variables that could cause a backup to fail.

 Check Event Viewer for corresponding errors  VSS writers

 Permissions

 Connection/Firewall/Anti-Virus

• Check our Knowledge Base for relevant articles.

Preparing for Support

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Glossary

The following table provides definitions for some of the terms used in this guide for cloud computing restore and backup functions.

Term Definition

4k Sector A 4k sector size rather than the traditional 512 byte sector used on legacy disk drives is larger and allows for higher capacity storage as well as the potential for improved performance.

Archive Rules Used to control the number of revisions that are stored, by removing unneeded revisions indicated in the rule. When the backup set is run, each rule is applied in the order listed within the set's revision rule list. The Standard Rules Types are:

• Age • Versions • Disk usage • Date Range

Asynchronous An attribute of a before and after action. If designated for a before action, the action starts at the start of a backup set, but may not completely finish before the backup set begins. If designated for an after action, the backup set may not completely finish before the action is run.

Backup Set A selected set of data and folders that are backed up when run, either manually, or automatically based on an associated schedule. Backup sets can include files and folders, VMware and Hyper-V virtual machines (VMs), an image of one or more physical drives, or SQL and Exchange data. Checkpoint A snapshot of a Hyper-V virtual machine. Differs from a VSS Snapshot. Cloud Archive Data that no longer needs to be accessed on a regular basis is maintained

and backed up remotely by a cloud storage service provider.

Cloud Application A software application that is never installed on a local machine and is always accessed over the Internet.

Cloud Provider A company that provides cloud-based platform, infrastructure, application, or storage services to other organizations and/or individuals.

Computer ID A unique four digit code used to keep track of multiple subaccounts that are associated with a single main account. The first computer you install Online Backup Solution.com on has the computer ID 0000. Subsequent subaccounts have the next sequential computer ID of 0001, 0002, and so on.

Cluster A group of hosts that are linked for the purpose of providing high

availability.

Differencing Disk A virtual hard disk (VHD) that stores changes made to another VHD or to the guest operating system. The purpose of differencing disks is to

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FAT File allocation table. A file system developed mostly for hard drives.

File Catalog A list of all of data, and revisions that are contained within backup set. The catalog is transmitted to the backup servers with every backup.

GPT Globally unique identifier (GUID) partition table. A standard for the layout

of the partition table on a physical hard disk using globally unique identifiers.

Hypervisor A platform that allows multiple operating systems to run on a host computer at the same time.

Hyper-V A Microsoft virtualization solution. Formerly known as Windows Server

Virtualization, it can create virtual machines on x86-64 systems.

Hyper-V Manager The primary GUI for Microsoft’s Hyper-V through which virtual machines are managed.

Image-level (volume-level)

Backup A process that backs up an entire storage volume.

Incremental Backup Backs up only the data changed since the last backup.

IntelliBlox A proprietary technology that uploads only the changed blocks of a file. At your next backup, the data is scanned and any changes at the block level are detected; only these changes are uploaded.

Local Backup Any backup where the storage medium is kept nearby.

Local Storage The on-site destination for Image and Hyper-V Rapid Recovery backups. This location should be directly-attached or network storage. The data stored for these backups in local storage is unencrypted and stored in reverse-incremental format.

Local Vault Keeps a mirror copy of backup data stored on Intronis and local servers.

MBR Master boot record. The first sector on a hard drive occupied by code

necessary to start the operating system startup process.

MSP Managed Service Provider. Provides delivery and management of a variety

of services which include but are not limited to: network-based services (online backup), applications, and equipment.

NTFS New technology file system. The standard file system of all supported

Microsoft operating systems.

Object-level Recovery A method of recovery that allows recovery of individual files and folders from an image backup. This option is available for Imaging and Hyper-V Rapid Recovery backups.

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Reverse Incremental

Backup A methodology used in Imaging, Hyper-V Rapid Recovery, and VMware QuickSpin backups. Allows for only the changes to be backed up while the most recent state of the protected system is saved as the base revision. Allows for a more stable revision chain and the fastest recoveries of the most recent state.

Revision The state of data at a particular point of time.

Revision Rules See Archive Rules.

Snapshot A reproduction of the virtual machine as it was when you took the

snapshot, including the state of the data on all the virtual machine’s disks and the virtual machine’s power state (on, off, or suspended).

Synchronous An attribute of a Before and After action. If designated for a Before action, the action completely finishes before the backup set begins. If designated for an After action, the backup set completely finishes, before the action is run.

UNC Uniform Naming Convention. Specifies a well-formed syntax to describe

the location of a network resource, such as a shared file, directory, or printer.

vCenter Server The management tool used to administer the various available servers in the enterprise. These servers can be ESX or ESXi, each tied to a physical server and able to host a number of virtual machines.

vCenter Server Database A persistent storage area for maintaining the status of each virtual machine and user that is managed in the vCenter Server environment. Located on the same machine as vCenter Server.

vMotion The live migration of VMs across hosts in a cluster without having to power them down.

Volume Shadow Copy A copy of a volume ( a VHD/VHDX file) created by a VSS writer that enables files to be backed up even if they reopened by another process.

VMware ESX/ESXi VMware hypervisors that are installed on bare metal and run on the host computer.

VMware vSphere The name of the VMware virtualization system.

VMware Virtual Machine

Console An interface that provides access to one or more virtual machines on the local host or on a remote host running vCenter Server.

VSS Volume Shadow Copy Service. A Windows service for capturing and

creating snapshots called shadow copies.

Quick Start Guide. Getting Started with Intronis Cloud Backup and Recovery Solution

Quick Start

Guide

Table of Contents

Table of Figures

Introduction

Audience

About This Quick Start Guide

Software Requirements

Related Documentation

Intronis Technical Support

About Intronis

Setting Your Preferences

Logging in

Changing Your Password

Branding your Portal

Viewing or Editing Contact and Billing Information

Creating Portal User Accounts for Employees

Managing Portal Time-Out for Employees

Creating Accounts for Customers

Adding Computers to Accounts

Creating an Account Billing Plan

Managing Billing

Creating Templates

About Templates

About Setting System Preferences

Creating a New Template

About Applying a New Template

Applying a New Template to a Single Computer

Applying a New Template to a Computer Group

Installing the Software

About Software Installation

Downloading the Backup Agent Software

About the Custom Backup Installer

Creating a Custom Backup Installer

About the Backup Agent Software

Installing the Backup Agent Software

Deploying the Backup Agent Software with RMM

Running Backups

About Creating Backups

Setting Up Local Only Backups

Changing Cloud Backup to Local Only Backup

Backing Up Files and Folders

Disabling Backup Sets

Viewing Reports

Backup Status Report

Plan Percentage Report

Accounts History Report

Account Snapshot Report

No Recent Backup Report

Storage Usage Report

Accessing Resources and Marketing Materials

Accessing Marketing Materials

Contacting Partner Support

How and When to Contact Partner Support

Common Things You Can Check

Preparing for Support

Glossary