Manage Backup and Restore Plans

Managed Backup enables you to store the configuration of each backup or restore plan you create so that you can run it at any time either manually, or on schedule. This configuration is stored as a backup plan or restore plan, which you can create using the Backup or Restore Wizards.

For remote management of plans, the Management > Computers, ex-Remote management permission should be granted as the administrator permission on Organization > Administrators.

Once a backup plan is configured, you can locate it in the Management Console on Computers using the Configure icon.

You can also see the backup plan on the Backup Plans tab of your Backup Agent Instance.

Create a Backup Plan from Template

1. Open the Management Console.
2. On Computers select Remote Management if you use the legacy main menu, or open Backup > Computers page in the new main menu.
3. Find the required computer, then click on the computer name.
4. On the side panel, navigate to the Backup Plans tab
5. Expand the Template control and select Create template.

6. Choose a pre-existing template from the list.
   • The list displays only templates applicable to the selected computer.
   • To view templates for all companies or a specific company, go to the Backup > Backup Templates page.
7. Click Apply.
8. Click Continue and apply. New backup plans from the template will be added to the list of backup plans.
9. Check the list of computers to add and save to apply the backup template.

Manage Plans in Management Console

The Management Console functionality provides the ability for remote backup and restore plan management. You are able to manage backup and restore plans on managed computers remotely, as well as configure and reconfigure them at any point on the planet with an Internet connection. You have the following remote management options:

• Backup > Computers page in the new main menu. The new enhanced main menu introduces this separate page where you can see the computers with the Backup Agent installed. To use the new menu, turn the new navigation menu on in the personal settings on Settings > General.
• Computers page in the new main menu
• Computers > Remote Management in the legacy main menu

As of Management Console 6.9.2 you can create, edit, or delete backup plans in new backup format on the computers that are currently offline. Once the computer becomes online, all changes will be applied. This feature is available in beta version and requires Backup Agent version 7.9.3 or higher for Windows. For details on how to allow offline editing refer to Offline Backup Plan Management chapter.

Create a Plan

1. In the Management Console, navigate to Computers or Backup > Computers.

2. Click on the name of the computer you want to create a new plan for or click the Configure icon.

3. Click + Add New Plan.
4. Select the Backup Plans or the Restore Plans tab.

You can create the following backup plans depending on the license type assigned to the computer:

• Files Backup Plan
• Files Backup Plan (Legacy)
• Image-based Backup Plan
• Image-Based Backup Plan (Legacy)
• Exchange Backup Plan
• MS SQL Backup Plan
• Hyper-V Backup Plan
• Hyper-V Backup Plan (Legacy)
• VMware Backup Plan
• Consistency Check Plan

You can create the following restore plans depending on the license type assigned to the computer:

• Files Restore Plan
• Image-Based Restore Plan
• Hyper-V Restore Plan
• VMware Restore Plan
• MS SQL Restore Plan

Refer to Restore Strategy to see all available restore options.

Run Plan

To start the existing plan:

1. Open Backup > Computers.
2. Find the required computer, then click the Configure icon in the Backup Plan Status column.
3. On the side panel, navigate to the Backup Plans tab or to Restore Plans tab, depending on the plan type.
4. Find the plan to run.
5. Click the Start button to run the backup plan.

To stop the running plan, click the red stop button.

Force Full Backup

To Force Full Backup for the Backup Plan

1. Open Backup > Computers.
2. Find the required computer, then click the Configure icon in the Backup Plan Status column.
3. On the side panel, navigate to the Backup Plans tab.
4. Find the plan to force.
5. Expand the Start control and click Force Full Backup. You can expand this control to use one of the available options:
   • Run Backup
   • Force Full Backup
   • Force Synthetic Full Backup

Edit a Plan

To edit the existing plan To edit the backup plan, proceed as follows:

1. Open Backup > Computers.
2. Click on the name of computer you want to edit.
3. On the side panel, navigate to the Backup Plans tab or to Restore Plans tab, depending on the plan type.
4. Find the plan you want to edit, then click Edit.

5. Proceed through the wizard steps to adjust settings as needed.
6. If the plan is currently running, you'll need to select one of the following options:
   • Apply changes after the plan completes
   • Stop the plan and apply changes.
7. After choosing the desired option for the plan, finish the plan.

Clone Backup Plan

To Clone the Existing Plan

1. Open Backup > Computers.
2. Find the required computer, then click the Configure icon in the Backup Plan Status column.
3. On the side panel, navigate to the Backup Plans tab or to Restore Plans tab, depending on the plan type.
4. Find the plan you want to clone, then click the clone icon.

5. Specify the name of the plan clone.
6. Click Save.

Delete a Plan

To Delete the Existing Plan

1. Open Backup > Computers.
2. Find the required computer, then click the Configure icon in the Backup Plan Status column.
3. On the side panel, navigate to the Backup Plans tab or to Restore Plans tab, depending on the plan type.
4. Find the plan you want to delete, then click the deletion icon.

5. In the dialog box, select whether the associated backup pada will be deleted along with the backup plan, then confirm the deletion.

To delete associated backup data you need Delete backup data permission granted on Organization > Administrators and Two-Factor Authentication (2FA) enabled.

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