Step 1: Go to Manage > Activate Backups. Select the backup you would like to activate by checking the box and select Activate.
Step 2: When activating a backup job there are a few parameters that are mandatory, which is what we’ll focus on here. The required fields to activate are:
- Backup Type: Of the two options, Backup & Alert, most often you’ll be selecting Backup. Click here more information on the rare Alert type and how to identify it.
- Device Company: Where you’ll select the appropriate company to assign this record too.
- Device Type: This field should contain one of the three recognized types;
- Schedule: The schedule sets the expectation of when the job will report in.
Step 3: With these fields set, save it and it will now be ‘Active’ and available to edit on the Edit Backups page and to monitor on the Audit screen/Dashboard.
Schedule Note: When activating, the default is to have the schedule start recognizing the previous day as the start. If you are activating several days after the backup began reporting into Backup Radar, you can backdate the schedule start by clicking the schedule bubble and start date for when you began sending in emails. Do not set the last date at this time as it is only used for when the backup is no longer expected to receive results.
Other than the bare minimum fields discussed above, there are several other fields/features amongst the settings that you can take advantage of to meet your specific needs.
Device Name: Automatically populated based on what Backup Radar receives from your inbound results. You can change it though we usually don't recommend doing so other than to possibly change the case for better viewing.
Job Name: Also automatically populated based on what Backup Radar receives from your inbound results. 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.
Backup Categories: This field offers a few pre-set categories you can assign to the job. If you're looking for functional labels that will help you isolate and report of specific data, using Tags will provide a more fruitful experience.
Tags: Optional feature that can be quite powerful when looking to segregate data in reports, tickets or dashboards. User generated, so will often vary depending on your workflow/needs. They can be managed centrally under Configuration > Tags as well as created/added on the job settings page.
Notes: Simple note field, internal only.
No Result Threshold: Based on the assigned schedule, this field allows you to mask a No Result as Pending status. The threshold works in days and is most commonly used for Workstations that may be set to backup every day but commonly encounter unreconcilable PEBCAK errors.
Alert On Failure: Secondary, or Same Day ticketing (for Primary Ticketing see this link). This setting will allow you to trigger a same day ticket or email notification based on a failure status. Typically used for incremental daily jobs, you can set a threshold.
Status Calculation: Once a day jobs or completely uniform results from an incremental backup job don't require calculation however if the backup job can/will report more than once a day and the results are mixed (ie: some success, some failure) you'll want to pay attention to how this field is programmed.
Pause Backup: Otherwise known as a maintenance mode, this allows you to identify a specific stretch of days where you don't expect the backup to report it and log the reason.
Treat Warning as Success: Backup Radar cannot distinguish between Warnings, this field will automatically adjust any Warning status received for this job to show as Success.
Ticketing Company: This field is specifically for PSA integrated accounts. In the event that you would like any tickets created associated to a different company than the Device Company you've set, you can set that with this field.
Start of Business Day: This fields allows you to re-map the calendar day. When untouched or blank, the new business day begins at midnight. Adjust this field to later if you have backups that start running after midnight whose results you want associated with the previous day.