Server Backup Manager makes it easy to get a backup started as soon as possible. Once you have downloaded and installed Server Backup Manager and copied the Backup Manager public key to the Backup Agent, you are ready to start your first backup.
First, a new protected machine must be added. When you sign in to Server Backup Manager, the Dashboard page displays the *Add a Protected Machine* button. Click this button to protect your first machine.
!Add a Protected Machine button.png!
The *New Machine* screen displays, where you can set up a new protected machine. In addition to adding your machine on this screen, you can install a Backup Agent, create a volume, create a Disk Safe, and create a policy for the new machine all from one convenient location. !New Machine excerpt.png!
The _New Machine_ screen guides you through all necessary settings across the application in order to configure a backup task for your machine. Once you have completed all the necessary fields on this screen, you will be able to start a backup task for the machine. The _New Machine_ screen is divided into several sections that need to be completed to set up your new protected machine.
h4. Details
In this section, enter the details of your new protected machine in the following fields:
* *Machine Name*. Enter the name of the protected machine being added.
* *Hostname / IP*. Enter the host name or IP address of the machine you are going to backup.
* *Port Number*. Enter the port number of the machine.
!New Machine - Details section.png|border=1!
h4. Backup Location
{color:#333333}When you are creating a new protected machine, a new Disk Safe is created to store the backups for the new machine. The new Disk Safe is stored in a container of your backed-up data called a{color} {color:#333333}{*}volume{*}{color}{color:#333333}. Physically, this is a folder on your hard drive.{color}
{color:#333333}To add a new volume to the protected machine, click{color} {color:#333333}{*}Or Specify a New Volume{*}{color} {color:#333333}in the{color} {color:#333333}{_}Backup Location{_}{color} {color:#333333}section. T{color}{color:#333333}he {color}{color:#333333}{_}Volume Name{_}{color}{color:#333333} and {color}{color:#333333}{_}Path _{color}{color:#333333}fields display.{color}
!Specify a new volume button.png!
Enter the name of the new volume (such as _volume01_) in the *Volume Name* field, and enter the volume path (such as _/backups/volume01_) in the *Path* field.
h4. Backup Schedule
In this section, you can decide how often you want your backup to run. You can set up the schedule to run a backup as often as you want. For example, to run a backup every hour on the hour, select _Hourly_ in the *Create a backup* field and enter _0_ in the *Starting At* field.
!New Machine - Backup Schedule section.png|border=1!
Other backup frequency options in the *Create a backup* field include _Minutely_, _Daily_, _Weekly_, _Monthly_, or even _Yearly_. Depending on what you select in this field, the selections in the *Starting At* field change accordingly. For example, if you select _Weekly_ in the *Create a backup* field, the days of the week and a starting time display. In this case, you could set the backup to run at midnight every Monday, Wednesday, and Friday.
You can also select _On Demand_ in the *Create a backup* field if you do not want to schedule a backup and only run backups as needed.
h4. Local Retention
In this section, you can determine how many local recovery points to retain in the volume path entered in the _Backup Location_ section. The fields available in this section differ depending on the selection made in the *Create a backup* field in the previous section. For example, if _Weekly_ is selected in the _Create a backup_ field, the *Hourly* and *Daily* fields are not available in the _Local Retention_ section.
!New Machine - Local Retention section.png|border=1!
h4. Compression
Compression is a reduction in data size to save disk space or transmission time. R1Soft recommends that you compress your backups, which will save space on the disks where the backups are kept. Compression can be optimized for speed or for the most disk space saved. There are two compression types that can be used for your backups: *[QuickLZ|http://www.quicklz.com]** *(fastest) and *[Zlib|https://en.wikipedia.org/wiki/Zlib]** *(most compression).
To enable compression of your backups, select the *Enable Compression* check box in the _Compression_ section.
Select the *QuickLZ* compression type in the _Compression Type_ field if the most important factor is the amount of time required for the compression operation. If the most important factor for your compression is the final size of the compressed file, select *Zlib* in this field.
If you selected *Zlib*, use the slider in the _Compression Level_ field to determine the level of compression used: *Low*, *Medium*, or *High*. When making your selection, note that the higher the compression level is, the slower your backup process will be.
!New Machine - Compression section.png|border=1!
h4. Encryption
Encryption allows you to securely protect data that you don't want anyone else to access. AES-256 encryption is offered for your backups. To enable encrypted backups, select the *Enable Encryption* check box in the _Encryption_ section. You cannot add encryption for backups after creating the Disk Safe.
Enter the passphrase for the backup encryption in the *Passphrase* field, and enter it again to confirm in the *Confirm Passphrase* field. A passphrase is used like a password but is generally longer and more varied for added security. Your encryption passphrase must meet the following requirements:
* Between 8 and 256 characters in length
* Must contain at least one lowercase and one uppercase character
* Must contain at least one special character, such as #\!@$%^&*()
!New Machine - Encryption section.png|border=1!
h4. Agent Software
The Backup Agent software must be installed on each machine you want to backup. Select the *Deploy Agent Software Now* check box in the _Agent Software_ section if the Backup Agent has not already been installed. Enter the admin credentials in the appropriate fields to continue. (Note that you can clear the *Deploy Agent Software Now* check box if the Backup Agent has already been installed.)
The *Reboot Machine After Deployment* check box is cleared by default. If you do select this check box, the machine will be rebooted at the end of the Agent deployment. Windows machines must be rebooted after Agent software deployment before backups can begin. Linux machines do not require a reboot after deployment, so this option will be ignored if the target machine is running Linux.
!New Machine - Agent Software section.png|border=1!
When all the necessary fields on the _New Machine_ screen have been completed, click the *SAVE* button. The protected machine is saved, and the Dashboard screen displays.
h3. Backup Now
When the machine is added, you are now ready to run a backup. To immediately run a backup for this machine, click *Protected Machines* in the Main Menu. Click the corresponding *Actions* menu for the machine you want to backup and select *Backup Now*.
!Actions menu - Backup Now.png|border=1,height=300!
If you are backing up a Linux machine, the *Details for \[Machine Name\]* window displays the status of the backup. When the backup task is completed, the Backup Summary and Replication Statistics display in the _Summary_ tab of the window.
Your machine has been backed up.
First, a new protected machine must be added. When you sign in to Server Backup Manager, the Dashboard page displays the *Add a Protected Machine* button. Click this button to protect your first machine.
!Add a Protected Machine button.png!
The *New Machine* screen displays, where you can set up a new protected machine. In addition to adding your machine on this screen, you can install a Backup Agent, create a volume, create a Disk Safe, and create a policy for the new machine all from one convenient location. !New Machine excerpt.png!
The _New Machine_ screen guides you through all necessary settings across the application in order to configure a backup task for your machine. Once you have completed all the necessary fields on this screen, you will be able to start a backup task for the machine. The _New Machine_ screen is divided into several sections that need to be completed to set up your new protected machine.
h4. Details
In this section, enter the details of your new protected machine in the following fields:
* *Machine Name*. Enter the name of the protected machine being added.
* *Hostname / IP*. Enter the host name or IP address of the machine you are going to backup.
* *Port Number*. Enter the port number of the machine.
!New Machine - Details section.png|border=1!
h4. Backup Location
{color:#333333}When you are creating a new protected machine, a new Disk Safe is created to store the backups for the new machine. The new Disk Safe is stored in a container of your backed-up data called a{color} {color:#333333}{*}volume{*}{color}{color:#333333}. Physically, this is a folder on your hard drive.{color}
{color:#333333}To add a new volume to the protected machine, click{color} {color:#333333}{*}Or Specify a New Volume{*}{color} {color:#333333}in the{color} {color:#333333}{_}Backup Location{_}{color} {color:#333333}section. T{color}{color:#333333}he {color}{color:#333333}{_}Volume Name{_}{color}{color:#333333} and {color}{color:#333333}{_}Path _{color}{color:#333333}fields display.{color}
!Specify a new volume button.png!
Enter the name of the new volume (such as _volume01_) in the *Volume Name* field, and enter the volume path (such as _/backups/volume01_) in the *Path* field.
h4. Backup Schedule
In this section, you can decide how often you want your backup to run. You can set up the schedule to run a backup as often as you want. For example, to run a backup every hour on the hour, select _Hourly_ in the *Create a backup* field and enter _0_ in the *Starting At* field.
!New Machine - Backup Schedule section.png|border=1!
Other backup frequency options in the *Create a backup* field include _Minutely_, _Daily_, _Weekly_, _Monthly_, or even _Yearly_. Depending on what you select in this field, the selections in the *Starting At* field change accordingly. For example, if you select _Weekly_ in the *Create a backup* field, the days of the week and a starting time display. In this case, you could set the backup to run at midnight every Monday, Wednesday, and Friday.
You can also select _On Demand_ in the *Create a backup* field if you do not want to schedule a backup and only run backups as needed.
h4. Local Retention
In this section, you can determine how many local recovery points to retain in the volume path entered in the _Backup Location_ section. The fields available in this section differ depending on the selection made in the *Create a backup* field in the previous section. For example, if _Weekly_ is selected in the _Create a backup_ field, the *Hourly* and *Daily* fields are not available in the _Local Retention_ section.
!New Machine - Local Retention section.png|border=1!
h4. Compression
Compression is a reduction in data size to save disk space or transmission time. R1Soft recommends that you compress your backups, which will save space on the disks where the backups are kept. Compression can be optimized for speed or for the most disk space saved. There are two compression types that can be used for your backups: *[QuickLZ|http://www.quicklz.com]** *(fastest) and *[Zlib|https://en.wikipedia.org/wiki/Zlib]** *(most compression).
To enable compression of your backups, select the *Enable Compression* check box in the _Compression_ section.
Select the *QuickLZ* compression type in the _Compression Type_ field if the most important factor is the amount of time required for the compression operation. If the most important factor for your compression is the final size of the compressed file, select *Zlib* in this field.
If you selected *Zlib*, use the slider in the _Compression Level_ field to determine the level of compression used: *Low*, *Medium*, or *High*. When making your selection, note that the higher the compression level is, the slower your backup process will be.
!New Machine - Compression section.png|border=1!
h4. Encryption
Encryption allows you to securely protect data that you don't want anyone else to access. AES-256 encryption is offered for your backups. To enable encrypted backups, select the *Enable Encryption* check box in the _Encryption_ section. You cannot add encryption for backups after creating the Disk Safe.
Enter the passphrase for the backup encryption in the *Passphrase* field, and enter it again to confirm in the *Confirm Passphrase* field. A passphrase is used like a password but is generally longer and more varied for added security. Your encryption passphrase must meet the following requirements:
* Between 8 and 256 characters in length
* Must contain at least one lowercase and one uppercase character
* Must contain at least one special character, such as #\!@$%^&*()
!New Machine - Encryption section.png|border=1!
h4. Agent Software
The Backup Agent software must be installed on each machine you want to backup. Select the *Deploy Agent Software Now* check box in the _Agent Software_ section if the Backup Agent has not already been installed. Enter the admin credentials in the appropriate fields to continue. (Note that you can clear the *Deploy Agent Software Now* check box if the Backup Agent has already been installed.)
The *Reboot Machine After Deployment* check box is cleared by default. If you do select this check box, the machine will be rebooted at the end of the Agent deployment. Windows machines must be rebooted after Agent software deployment before backups can begin. Linux machines do not require a reboot after deployment, so this option will be ignored if the target machine is running Linux.
!New Machine - Agent Software section.png|border=1!
When all the necessary fields on the _New Machine_ screen have been completed, click the *SAVE* button. The protected machine is saved, and the Dashboard screen displays.
h3. Backup Now
When the machine is added, you are now ready to run a backup. To immediately run a backup for this machine, click *Protected Machines* in the Main Menu. Click the corresponding *Actions* menu for the machine you want to backup and select *Backup Now*.
!Actions menu - Backup Now.png|border=1,height=300!
If you are backing up a Linux machine, the *Details for \[Machine Name\]* window displays the status of the backup. When the backup task is completed, the Backup Summary and Replication Statistics display in the _Summary_ tab of the window.
Your machine has been backed up.