How to Activate A Single Backup

This article will review how to properly activate Backup Policies

Step 1: Select the menu at the top left, Click on Manage then Activate policies. To the right of any backup click Activate next to it. 


Step 2: Select your parameters as shown in the screenshot. The required fields to activate are Device Company, Device Type & Backup Type. We have selected default threshold as 0 and a Daily Schedule. Those and the other fields are options you can change.  


 Step 3: Click Submit 


Important Notes: By default we activate the backup to the day prior. So if you activated the backup today it will show 1 prior day of results. If you started sending emails in before yesterday you can set the date on the schedule by clicking add schedule and selecting the first start date for when you began sending in emails. Do not set the last date. It is only used for when the backup is no longer expected to receive results. 


Optional Items: 

Tag: You can use the tag field to create your own custom tags. We have some clients who use these to identify critical backups, backups that are temporarily disabled or to separate backup checking into teams such as red, blue, etc. You can use the tags for whatever you'd like and it gives you a way to segregate/logically group any backups.

Ticketing Company: If you have ConnectWise or Autotask and you leverage our ticketing integration the system will set the ticketing company automatically to match what you selected for Device Company. 

Note: This is a note field you can use to add notes to share with other members on your team. In general it's a short note that can give them instructions or tell them not to reboot a server during a specific time, etc. 

Job Name: If you'd like to change the name of the job this is an editable field. It will not impact the results that are coming into the system. It is the Job Name that shows up to the right on the audit page. 

Device Name - This is the Device name we parsed from your inbound results. You can change this as well though we usually don't recommend doing so other than to possibly change the case for better viewing. 



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