Setup Guide

This Setup Guide is intended to provide you with instructions for installation of the data backup client and an initial configuration that will meet the needs of most users. You may need to change certain options to meet your specific needs.

1. Go to the software section and download the current data backup installation package.
   
    
2. Run the installation program. The default configuration has been optimized to work best for most users.
   
   *Note: The Cusatis Group, Inc. is the manufacturer of the client and server software for this service and the data backup application will install as "Information Backup System"
   
    
3. Run the program (Start - Programs - Information Backup System). The configuration wizard will start.
   
    
4. The Server Name is pre-configured, do not change this address or the default server port. Click Next.
   
    
5. Leave I have a username and password checked and click Next.
   
    
6. Enter the UserID and Password that was given to you.
   
   *Note: Login credentials are case sensitive. Be careful the spaces are not cut and pasted from the email into the application.
   
    
7. Unless you connect to the internet through a proxy server DO NOT check I am behind a firewall or proxy; click Next
   
   *Note: Typical consumer and small business firewalls will not require special configuration at the level of the firewall or the Information Backup System application. Unless you know of a specific proxy server or firewall policy, leave this section unchecked and click Next.
   
    
8. Click Test Connection to the Backup Server to verify that you can connect to the server. If connection fails, recheck your settings. If successful, click Next.
   
    
9. Enter a backup set name or just accept the default, then click Next.
   
    
10. Create a Schedule for the Backup Set:
     
    1. Enter a name for the schedule (e.g., "Daily"), then click Next.
        
    2. Click Next again to accept the existing backup set.
        
    3. Select the desired backup frequency from the list (e.g., Daily), then click Next.
        
    4. Select Backup every weekday for a Monday-Friday schedule, or select Backup every 1 days to include weekends. Click Next.
        
    5. Click Next to accept once-daily backups.
        
    6. Enter the desired backup time and click Next.
        
    7. Click Next to accept advanced option defaults.
       
       *Note: If you are creating a daily or frequent Schedule, do not select "Always perform full backup" as it will transmit previously stored files that have not change and represents a waste of bandwidth and slower overall backup time.
       
        
    8. Review your backup schedule settings and click Finish.
       
        
11. Click Next to continue.
    
     
12. Click Next to use your login password as your encryption key.
    
     
13. Click Finish when done.
    
     
14. Now, add desired files/directories to your backup set by making selections in the left pane.
    
    *Note: Clicking a directory selects all of the files in that directory and all of its subdirectories. The total number of files and bytes selected is indicated in the bottom pane.
    
    
    For additional configuration options and tips, please refer to the Advanced Configuration Options guide.