Installing and Configuring BIZO StoreGrid Backup

1. Download and/or run the Bizo Backup Agent (BSBsetup 2.x.x.x.exe) and follow the instructions in the installation wizard. Click Next to begin the installation process.
    
2. When you install Bizo StoreGrid Backup in Windows, it automatically starts as a Windows Service  using the Windows Local System Account.
    
3. By default, Bizo StoreGrid Backup will be installed under "Vembu\StoreGrid" in the "C:\Program Files" directory.
    
4. After copying the Bizo StoreGrid Backup files, a page will show the progress of the installation. If the Bizo StoreGrid Backup installation completes successfuly, you will be automatically redirected to the finished installation page. Otherwise, the installation progress page will show the error details.
    
5. After successful installation, you can open the Bizo StoreGrid Web Console by right-clicking the StoreGrid icon in your system tray and selecting the StoreGrid Web Console from the menu, or alternatively, doing the same through the Start > Programs > Vembu StoreGrid > StoreGrid Web Console menu. You will have to login to the Web Console using the default username and password or admin/admin.
    
6. The default port for the web console is 5999. The URL will typically be http://<your_computer_name>:5999
    
7. You can change your password by selecting Advanced Options/User Management/change Password under the Administration Menu.
   
   
8. You can stop and start Bizo StoreGrid Backup anytime by going to Start->Program->Vembu Bizo StoreGrid Backup and choosing the "Start Bizo StoreGrid Backup" or "Stop Bizo StoreGrid Backup" menu item. Alternatively you can do the same thing from the Bizo StoreGrid Backup System Tray. Simply right click on the Bizo StoreGrid Backup icon (black/red/black in colour).
    
9. Supported Windows Versions: Windows® XP, Windows 2000, Windows ME, Windows 2000/2003 SBS/2003 Server.
   
   
10. For a full description of Functionality, limitations, FAQs, etc please look at the help documentation located in <Bizo StoreGrid Backup Home>/htmlgui/help/ directory.

Windows Users Configuration

1. Following installation all you have to do to get started is to configure a Backup Schedule. Please follown these steps.
   (How to get here in the StoreGrid Web Console? In the top menu, select: "Backup->Add Backup Schedule")
    
2. Enter Backup Schedule Name (Step 1)
   
   The first step in configuring a backup is to give a name for the backup schedule. Bizo StoreGrid Backup supports creating multiple backup schedules each with its own configuration. The backup schedule name will uniquely identify the backup. While restoring your backup data, you need to choose the data to be restored using its schedule name.
    
3. Select Files And Folders To Backup (Step 2)
   
   On the left side of the "Configure Backup Schedule" Page, is the tree with a list of drives and directories in the client machine. Select the directories and (or) files that need to be backed up as part of this schedule. Don't worry if some strange files/directories appear in this tree - StoreGrid allows you to backup hidden/system files as well, and while these may not be visible in your file explorer, they are nonetheless there!
   You will also see shortcuts and icons of stuff you may routinely wish to backup, eg. Outlook backup, IE/Firefox settings, windows registry, etc.
    
4. Advanced Options (Files/Folders Filter Settings)
   
   Include Files of Type - Using this field you can specify one or more file types that should be backed up. For example, setting it to *.doc will backup only the files with extension doc (in the folders selected).
   However, any files specifically selected for backup in the tree will be backed up even if they are not .doc files – StoreGrid assumes that you selected these files with a reason!
   You can specify multiple file types by separating them with commas (eg *.doc, *.xls).
   Please note that these ‘filter criteria’ will not be applied for ‘shortcut backup schedules’ like IE Favorites, Outlook & Registry backups.
    
5. Exclude Files of Type - Using this field you can specify one or more specific type of files that should not be backed up. For example, setting it to *.gif will not backup any file with extension gif for all the folders configured in the tree.
   
   However, any files specifically selected for backup in the tree will be backed up even if they are .gif files – StoreGrid assumes that you selected these particular files with a reason!
   You can specify multiple file types by separating them with comma (eg *.gif, *.jpg).
   Please note that these ‘filter criteria’ will not be applied for ‘shortcut backup schedules’ like IE Favorites, Outlook & Registry backups.
   
   Exclude Subdirectories - Check this option if you want to exclude all the subdirectories under your selected folders for backup.
    
6. Set Basic Configuration (Step 3)
   
   Select Backup Server(s) - This is set by default to backup.bizoservices.com.
   
   Set CPU Utilization - For each backup schedule, you can also specify the CPU utilization level as Low, Medium or High. When you set the CPU Utilization to high, the backup will be really fast - but the backup process may affect the speed of other active applications. If CPU utilization is set to Low, the backup will take longer but will be done in a non-intrusive manner allowing you to comfortably work on the computer as the backup continues in the background. In general for a continuous backup, it is best to set the CPU utilization to Medium or Low. For backups which are done everyday or every week in ‘off-hours’, the CPU utilization can be set to High. Actual performance is obviously a function of your individual machine and your network. We encourage you to experiment with different settings to figure what works best for you.
   
   Set Compression - Should the data be compressed? Setting it to "No compression" will not compress the data and hence the backup may happen faster. The other options are :
   
   Default Compression - Optimal trade-off between compression ratio & speed
   
   Fast Compression - Sacrifices compression ratio for speed
   
   No Compression - Fastest but occupies more space on destination machine as no compression is being done
   
   Incremental Backup - When a backup schedule is executed, Bizo StoreGrid checks if the file has changed since the last backup. If yes, then Bizo StoreGrid can either backup the full file all over again or it can backup only the modified content (incremental). If "Incremental Backup" is set to ENABLE, only modified content in a file is backed up. If set to DISABLE, the full file will be backed up every time the schedule runs. Needless to say, an incremental backup is faster.
   
   Versioning - Bizo StoreGrid can maintain multiple versions of the same file when it is backed up. Here, you can specify the maximum number of versions that StoreGrid should maintain for each file in this backup schedule. The number of versions can be between 1 and 10. Do note that if you have disabled Incremental backup, then the versioning settings are not considered.
   
   Step 4: Set Password Protection
   
   Password Protect This Backup - This option is to enable or disable encryption of the data that is being backed up. StoreGrid uses a well known encryption algorithm, Blowfish. If enabled, a password has to be specified which will be used for generating the encryption key. Encrypting data ensures that it cannot be read in the destination machine (backup server) where your backup is stored, and is especially relevant for sensitive information.
   
   Encryption Key Size - StoreGrid supports encryption using variable length (64 to 448 bits) keys. The key is generated using the password you provide. Basically the longer the key size you give the more difficult it is for someone to decrypt the encrypted files. For normal backup purposes the default 64 bit encryption should be good enough.
   
   Type Password - Provide a password here to generate the encryption key. If the password is forgotten the data can never be recovered as the data cannot be decrypted without this password. So, please ensure that you keep your password in a safe place.
    
7. Scheduling (Decide When To Backup) (Step 5)
   
   This field has the following options from which any one can be chosen.
   
   Continuous - Choosing this option will execute an immediate backup; thereafter, StoreGrid continuously monitors any changes to the files or directories configured for backup. When changes occur, a backup is scheduled.
   
   Run Every Few Hours - Choose the hours/minutes interval between each time StoreGrid must run. If StoreGrid is restarted in the interim, the backup will run once StoreGrid starts. Thereafter, StoreGrid automatically reschedules the next backup after the period you’ve set. For example, if you created a backup schedule at 10 am and set it to run every 1 hour, StoreGrid will first run the schedule at 10am and the next scheduled time will be 11am. However, if at 10.15am, StoreGrid is restarted, then the schedule will run once at 10.15am and the next scheduled time will now be set to 11.15am.
   
   Additionally, you can also select the days in which this schedule should run. For example, if you do not want to run this backup schedule on Saturdays and Sundays, uncheck the checkbox against these days. If the "Select all days" checkbox is checked, then the schedule will be run on all the days of the week.
   
   Run Daily - Choose the time at which the backup should run daily. This will execute the backup everyday at the time you have provided. Unless you’ve selected the “Run this Backup each time StoreGrid restarts” option in Advanced Options, StoreGrid will run at the stipulated time only.
   
   Run Weekly - Choose the time and the day of the week the backup should run. StoreGrid will execute the backup every week on the particular day and time chosen. Note that you can select multiple days of the week if you wish to run the backup on multiple days of the week. Unless you’ve selected the “Run this Backup each time StoreGrid restarts” option in Advanced Options, StoreGrid will run at the stipulated time/day only.
   
   Run Once Only - Choosing this option will do the backup only once immediately. The backup will then be put into ‘suspended mode’. If you wish to run this backup again, you’ll have to manually select it from the List Backup Schedules page.
    
8. Advanced Options (Optional)
   
   If you want to configure some additional advanced options - like, Multiple Full Backups etc. click on the Advanced Options button.
   
   Advanced Backup Schedule Settings
   
   There are four options here on how the backup should be scheduled.
   
   Run this backup each time StoreGrid restarts - If you enable this option by checking the checkbox, then this backup schedule will be run every time StoreGrid is restarted or the machine is rebooted irrespective of the actual schedule time of this backup schedule. This is to ensure that any modified or new files created when StoreGrid was down are backed up as soon as possible. In case of the Continuous backup or ‘Run every…’ scheduling options, backups will run each time StoreGrid restarts – by default.
   
   Run this backup immediately after saving this configuration (thereafter, Backups will be scheduled as per the schedule stipulated) - If you enable this option, then this backup schedule will be executed once immediately after you save this backup schedule – even if its not yet ‘time’ as per the schedule. For example if you configure a daily backup at 10.00 AM but you configured the backup at 8.00 AM, then the backup schedule will be run once immediately (8.00 AM) and then as per schedule (eg. daily at 10.00 AM)
   
   Attempt to run this backup every 5 minutes in case of non completion because of a problem (Network error etc.) - If enabled, then this backup schedule, irrespective of the schedule time/interval, will be scheduled every 5 minutes whenever a backup is incomplete because of a network error, server crash etc. This is to ensure that an incomplete backup is completed as soon as possible without waiting for the actual schedule time. Note that this option is selected by default.
   
   Enable Automatic Directory Monitoring - If enabled, StoreGrid will be automatically notified by Windows OS of any file/folder changes. This will help StoreGrid efficiently identify changed files when it does the rsync based delta backup for changed files. If this option is disabled, then StoreGrid has to scan all the configured files/folders every time a backup is scheduled to detect changed files. So it is recommended that in Windows OS this option is enabled. In Linux and Mac OS X, this option should be disabled as there is no automatic directory monitoring support in Linux and Mac OS X. Note that even if directory monitoring is disabled StoreGrid will still do the rsync based delta back for changed files.
    
9. Configure Additional Full Backups
   
   Typically, you would do a full backup the first time you backup your data and thereafter only do incremental backups. However, like in a typical enterprise scenario, if you want to run full backups periodically and run the incremental backups in between two full backups, then you can configure the scheduling for how to run the full backups here.
   
   For Continuous, Run Every Few Hours and Run Daily backups, the multiple full backup settings will allow you to configure only daily full backups at a fixed time. For weekly backups, you can only run multiple full backups monthly on a particulr day of the month. For Run Once Only backup, you cannot configure multiple full backups.
   
   Additionally you can specify the maximum number of full backups that need to be stored in the server. For example if you configured a weekly backup and additionally if you configure a monthly full backup, then StoreGrid will take a full backup the first time and then weekly do an incremental backup. The next month, StoreGrid will do a new full backup and subsequently run the weekly incremental backup over this full backup. After 6 months you will have 6 separate full backups in the backup server along with weekly incremental versions under each of the 6 full backups. If your policy is to retain only backup data for 6 months, then you can configure "Store maximum of 6 full backups" here. On the 7th month, StoreGrid, after finishing the 7th full backup, will delete the first full backup along with its weekly incremental backups thus retaining always the last 6 month backups.
    
10. Saving the configured backup
    
    Once all the directories/files to be backed up are chosen and the configuration options are set, you simply need to click on the "Configure Backup” button to activate the backup as per the schedule- on to the configured backup servers.
    
    Limitations - The Files/Folders tree in this page is based on Java Script. So when a folder has 1000s of files, then the java script takes time to load the tree. Please be patient.