DiskSync - HowTo

Agent Console Installation
Downloading Agent Console
Installing Agent Console
Connecting To Your Agent

Agent Configuration
Configuring a Task
Configuring a Schedule
Manually Initiating a Backup

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Agent Console Installation

Downloading Agent Console
The Agent Console installer is located at http://downloads.theplanet.com/disksync/AgentConsole.exe
Download this file to a location on your hard disk on either your Windows server or a Windows workstation at your home or office.

Installing Agent Console
Using Windows Explorer, navigate into the folder where you saved the AgentConsole.exe installer in the first step, and double click it.
The Installer will notify you that you are installing DiskSync Agent Console, and will ask if you wish to continue. Click Yes.
Click Next twice, and accept the two license agreements.
Either click Next, or select the location you would prefer Agent Console to be installed to, if other than C:\Program Files.
Click Yes or No, depending on if you would like a desktop icon for this program and click Next.
Click "Launch DiskSync Agent Console" and click Finish.

Connecting To Your Agent
In the left sidebar of the Agent Console software, right click on Workspace and select "New Agent…"
Under Agent Information, enter the following data:
Description: This is what will be shown in the Agent Console software to describe the Agent on the server. Usually this will be whatever you have named your server. This field is limited to eight (Cool characters, and cannot include anything but alphanumeric characters.
Network Address: This is the IP address or DNS-resolvable hostname for the server on which to control the Agent.
Port: This should always be set to 808.
Under Authentication Information, enter the following data:
User name: This is the username that will be used to authenticate you with the Agent software. On Unix/Linux, this will be "root". On Windows, this will be either Administrator, or a user with Backup Operator privileges.
Password: This is the password that allows access to the username provided in the previous field.
Unless you wish to enter this password each time you control the DiskSync Agent on this server, check the "Save Password" box.
Domain: If the Agent is on a server that is part of a Windows Domain, you may add the Domain name here for authentication purposes.
Click Get Status.
If the IP address and access credentials you provided are accurate, you will be returned an Agent Status dialog box which gives basic information about the Agent software on the server you have setup. If you receive an error, please check to ensure your Network Address, Port, Username, Password, and Domain (if applicable) fields are correct.
Otherwise, click OK on the Agent Status dialog, and click OK again on the Agent Properties dialog.

Agent Configuration

Configuring a Task
In the Agent Console application's left sidebar, right click on the Agent name that you set up in the previous section.
Highlight and click "New Task…" from the menu.
Agent Console notifies you that you are about to begin creating a new Task, so click Next. (Note: This screen may not appear if you or someone else who uses this installation of Agent Console has checked the "Skip this screen in the future" checkbox.)
The name of your task may be up to eight (Cool characters in length, and may contain only alphanumeric characters. It is a good idea to name this task as something that is descriptive and easy to recall at a later date.
The Next screen asks which Vault this task will send information to. Each server on our network is assigned to a specific Vault, so the default option is the one you want.
The Next screen would like to know where the source data for this backup is located. In almost every case, you will want to backup from your Local disks, so select "Local Drive Only" and click Next.
This screen now asks what exactly you would like to backup on this task.
For Windows servers, it is advisable to check the System State, which contains all of your registry information, including usernames and passwords, IIS configurations, and much more. This option is not available for Unix/Linux hosts, as they do not contain System State information.
To backup data from your hard disk(s), click the checkbox for Data Files. This fills in the rest of the dialog box with a listing for which files or folders you will include in this backup. With DiskSync, the default behavior is to exclude all files except those specifically included.
Click the Add button, and you will be given an explorer-style window to browse the files and folders on the server. Navigate your way to the drives, folders, or files you would like to include. For instance, if you wish to include everything from your C:\ drive, highlight this disk, and click Include. A dialog box will pop up asking if you would like to recurs subdirectories inside this folder, and if you would like to filter this to only certain types of files.
For our example, we want to backup every file on this disk, so we will ensure the Recursive box is checked, and the filter box is unchecked, and click Yes. At this point, we have created a rule that will tell DiskSync that you wish to backup all files and folders on the C:\ drive.
If you wish to exclude something from the list you have just created, for example, C:\i386 (The Windows "CD"), navigate to C:\i386, and with that directory highlighted, click Exclude. The same rules apply for recursion and filters on an Exclude list as an Include list.
When you've completed creating your include and exclude lists, click OK. You will be prompted to look over your selections and confirm that you wish to configure by clicking Next.
The next dialog should not be altered unless you have read the documentation pertaining to these options and understand the impact they can have on your backup. Click Next.
This dialog prompts you for Encryption options. Note: This is not the same as Encryption Over The Wire, which is always active. This section pertains to the encryption of your data on the Vault.
IMPORTANT NOTE ABOUT FILE ENCRYPTION:
1) File encryption adds additional overhead to your backup, which causes the backup to take longer, and will consume more CPU and Memory on your server during the backup.
2) If you choose an encryption type and set a password in this dialog, and later need to restore your files and cannot remember this password, THERE IS NO WAY TO RECOVER YOUR
DATA.
REPEAT: IF YOU TURN ON FILE ENCRYPTION AND LOSE THE PASSWORD, YOU WILL NOT BE ABLE TO RECOVER DATA FROM YOUR BACKUP.
Click Next.
The next dialog box contains settings for your log files. It is not advisable to alter these settings unless you have read the DiskSync documentation and fully understand the impact your changes will have on your logs.
Click Next.
Click the "Schedule This Task" radio button and click Next.

Configuring a Schedule
If you accidentally forgot to click the "Schedule This Task" radio button in the previous step, right click the server description on the left sidebar of Agent Console and click on "Schedule Entries…"
This list contains all the Schedules and their associated Tasks, in addition to the time it will run, and on which days it is scheduled to run.
We will create a new schedule for the Task setup in the previous section, so click on "New…"
The first dialog will inform you that you are setting up a new schedule, unless you or someone else that uses this installation of Agent Console has clicked the "Skip this screen in the future" checkbox. Click Next.
This task will be a Backup task, so click the Backup radio button, and click Next. Do not select the other options unless you have read the DiskSync documentation and understand the difference these other options provide.
The next dialog asks which Task this Schedule will be associated with. Click the name of the Task you set up in the previous section and click Next.
Next, setup the retention schedule.
A note about retention schedules: DiskSync keeps a certain number of "copies" of your server in relation to the age of those copies. Retention schedules must meet both requirements of "Number of Copies" and "Number of Days" before your data will expire.
Increasing your retention policy, changing your retention policy, or using a retention policy that is longer than necessary all can cause your storage utilization on the Vault to increase, and possibly incur overage fees. You are billed based on the amount of storage in use on the Vault each month. If you exceed your subscription, you will be liable for all charges incurred.
We suggest starting with the "Daily" retention schedule, which keeps seven (7) copies for seven (7) days.
Select Daily, and click Next.
The next dialog box contains some options that should not be altered unless you have read the DiskSync manual and fully understand the impact they will have on your backups.
Click Next.
This dialog allows you to select a "Command Cycle", which determines the method you will use to tell the system how frequently to make a backup of your system. For this example, we should use Weekly, as our "Daily" retention schedule expires data that is one week old. Click Next.
Select which days of the week you wish to run your backups. Most users will want to backup their data seven days a week. The default configuration omits Saturday and Sunday from your backups.
Select which time you would like to run your backups. This time is relative to the server the Agent software is running on.
Click Next.
Your schedule is configured, and if you click Finish, it will be implemented.
Click OK to close the Schedule dialog.

Manually Initiating a Backup
To manually initiate a backup, click the + beside the description of the agent in the left sidebar of Agent Console. Right click on the name of the task you wish to use to backup and select "Backup…" from the menu.
Agent Console will notify you that you are going to start a backup, unless you or someone else who uses this installation of Agent Console has checked the "Skip this screen in the future" checkbox. Click Next.
Since you have already configured this task, you need not go through the entire configuration again. To select the same options as the task, and initiate the backup now, click the "Backup Now" button.
The Progress Information dialog will come up and show you the progress of your backup until it is completed. This may take quite some time, especially if this is the first backup of the data you included in this task (called a "Seed Backup").
At this point, you've completed your first backup, and scheduled your daily Delta Block Incrementals.