Getting started in the Management Console

If you manage products using the Management Console, you can start a free Server Backup trial or subscription for a site in the console, or contact your Webroot Sales representative to start a Server Backup trial or subscription.

Note: You can only start a Server Backup subscription for a site if its Management Console has an active Server Backup subscription.

Note: If you do not have access to the Management Console, you can gain access by starting a free Endpoint Protection trial or purchasing a subscription from the OpenText Cybersecurity website: https://cybersecurity.opentext.com/products/threat-detection/endpoint-protection/

Before using Server Backup, you must set up cloud storage for the backup data. See Setting up Server Backup storage. If Server Backup storage is not set up in the console, a message banner prompts you to set it up.

After storage is set up in the console, you must do the following for each site that will use Server Backup:

• Turn on Server Backup.

• Choose a storage location for the backup data. You cannot change the storage location for a site after it is selected.

• Choose a Server Backup policy for agents. A policy provides settings for Server Backup agents, including a schedule for backing up data and retention settings that specify how long to keep each backup.

  Note: To provide different settings for a specific agent, you can assign a different policy to the device where the agent is installed. This is useful, for example, if you want the agent to back up data at a different time than other agents in its site. See Changing a device's Server Backup policy.

If you use Managed Service Provider (MSP) view in the Management Console, you can set up Server Backup separately for each site in the console. See Getting started with Server Backup in MSP view.

If you use Business view in the Management Console to manage one site, see Getting started with Server Backup in Business view.

IMPORTANT: If a trial ends without being upgraded to a subscription, or a subscription is not renewed, the customer's backup data will be automatically deleted after a grace period. For more information, see Data deletion after a trial or subscription ends.

Getting started with Server Backup in MSP view

To get started with Server Backup in MSP view:

1. If you do not have a Server Backup trial or subscription in the Management Console, do one of the following:

   • Log in to the Management Console as a Super Admin. Click Server Backup in the navigation pane, and then click Start Trial.

   • Contact your Webroot Sales representative to start a Server Backup trial or subscription.

2. In the Management Console, if a message banner prompts you to set up Server Backup cloud storage, set up the storage. See Setting up Server Backup storage.

   You only need to set up cloud storage once in the Management Console.

3. For each site that will use Server Backup, do the following:

1. In the navigation pane, click Sites List. In the Sites List, click the name of the site for which you want to set up Server Backup. On the site page, click the Server Backup tab.

2. Turn on the Server Backup switch.

3. If Keycode Type options are available, do one of the following:

   • To start a Server Backup subscription for the site, click Full.

   • To start a Server Backup trial for the site, click Trial.

   If the Management Console does not have an active Server Backup subscription, Trial is selected and cannot be changed. You can only start a full Server Backup subscription for a site if the Management Console has an active Server Backup subscription.

4. In the Site Cloud Backup Storage list, choose the backup storage location for the site.

   IMPORTANT: You cannot change the backup storage location for a site after selecting it.

5. In the Server Backup Policy list, choose the policy for devices in the site. The default policy is "Recommended Windows Server Backup".

6. Click Save.

   You can then install Server Backup agents on devices to start backing up servers. See Installing and managing agents.

Getting started with Server Backup in Business view

To get started with Server Backup in Business view:

1. Log in to the Management Console as an Admin.

2. If you do not have a Server Backup subscription, click Server Backup in the navigation pane, and then click Start Trial.

3. If a message banner prompts you to set up Server Backup cloud storage, set up the storage. See Setting up Server Backup storage.

4. In the navigation pane, go to Server Backup > Settings.

5. Turn on the Server Backup switch.

6. In the Site Cloud Backup Storage list, choose the backup storage location for the site.

   IMPORTANT: You cannot change the backup storage location for a site after selecting it.

7. In the Server Backup Policy list, choose the policy for devices in the site. The default policy is "Recommended Windows Server Backup".

8. Click Save.

   You can then install Server Backup agents on devices to start backing up servers. See Installing and managing agents.