Backup for Workgroups - Quick Start Guide

				Sales Support Lockstep Systems, Inc. (USA)
Disk-Based Backup Software for Windows Servers and Desktops

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Windows Server Backup in 3 Easy Steps

When you download the 30-day trial version of Backup for Workgroups, a copy of the executable program BFWSETUP.EXE is saved on your computer. This program includes both the Backup Client software as well as the Backup Server software.

To get Backup for Workgroups up and running, you need to complete the following tasks in the order presented below:

Determine which computer(s) you want to backup.

Purchase or select the storage device you plan to use to hold your backup data. Install and configure this backup storage device and make it accessible to the first computer that you want to backup.

We recommend: when possible, use internal hard drives or locally attached storage such as a USB drive as your primary storage. Although you can use network attached storage (NAS) or network shares to hold your backup data, these devices will SLOW down the backup process and they introduce additional points of failure that you avoid when you use local hard drives. If you are interested in using inexpensive NAS and network share storage, consider using it as your Backup for Workgroups Mirror.

Download and install Backup for Workgroups on the first computer that you want to backup. This is the computer that has access to the storage device that will hold your backup data. This computer will act as the Backup Server in a multi-computer backup environment.

Install Backup for Workgroups on each additional computer that you want to backup. We refer to these computers as Backup Clients. The Backup Client software backs up the computer and sends the backup data to the computer running the Backup Server so the Backup Server can store the backup data into the appropriate Backup Client account on the storage drive.

Review and configure options within Backup for Workgroups that allow you to:

Create custom backup sets.
Stay informed of backup activities with email summary reports.
Mirror your backup data with the built-in mirror feature, allowing you to make a second copy of your backup data.

Before the end of your 30-day trial period, purchase the Backup for Workgroups Client Licenses you need so you can continue backing up your computers after the trial period ends. After you purchase the Backup for Workgroups Licenses, you will receive an email with instructions letting you know how to enter the License Numbers into Backup for Workgroups.

Download and Run the Backup for Workgroups Setup program (BFWSETUP.EXE)

1. License Agreement
You must agree to the terms of the License Agreement before installing and using the software.

2. Welcome Screen
On the Welcome screen, choose the first option indicating that you "Want to backup this computer only."

3. Backup Storage Location
On the Backup Storage Location screen, you need to tell Backup for Workgroups where you would like to store your backup data. You need to have this storage device installed, online, and available when you are setting up Backup for Workgroups. In the example below, we are using an external USB drive attached to this same computer, and Windows recognizes the drive as the "X:" drive

4. Backup Server
Now you are ready to press the "Backup Now" button and start a complete backup of your computer!
If this computer is a Windows Server, all files will be included in the backup because Open File support is already included, so employees can still interact with the Server.

Download and Run the Backup for Workgroups Setup program (BFWSETUP.EXE)

1. License Agreement
You must agree to the terms of the License Agreement before installing and using the software.

2. Welcome Screen
On the Welcome screen, choose the second option indicating that you want to backup this computer and others on your network.

3. Create Client or Server
You need to setup your Backup Server first, so select the first option which installs the Backup Server and the Backup Client software on this computer.

4. Backup Storage Location
On the Backup Storage Location screen, you need to tell Backup for Workgroups where you would like to store your backup data. You need to have this storage device installed, online, and available when you are setting up Backup for Workgroups. In the example below, we are using an external USB drive attached to this same computer, and Windows recognizes the drive as the "X:" drive

5. Create Client Account List
Now you are ready to give Backup for Workgroups the list of computers that you plan to backup. The computer running the Backup Server is automatically added to the list. Use the Add Client to Backup List button to add more computers (which we call Clients) to the list. When you are using the trial software, you can backup up to ten (10) computers during the evaluation period.

6. Test Backup Clients' Ability to Access the Backup Server
Press the Test Access through Firewall button to make sure your Backup Clients can communicate with the Backup Server. If your test is unsuccessful, press the Help button for troubleshooting tips.

7. Backup Server
Now you are ready to press the "Backup Now" button and start a complete backup of the computer that is going to act as your Backup Server.

Now that you have the Backup Server setup you can now go to each computer you want to backup and install the Backup Client software. Go to each computer you want to backup and run the Backup for Workgroups Setup program (BFWSETUP.EXE)

1. License Agreement
You must agree to the terms of the License Agreement before installing and using the software.

2. Welcome Screen
On the Welcome screen, choose the second option indicating that you want to backup this computer.

3. Create Client or Server
Choose Backup Client Only. You want to install the Backup Client software on this computer and send the backup data to the Backup Server for storage.

4. Backup Server Name
On the Backup Server Name panel enter the name of the computer that you installed the Backup Server software.

5. Backup Client Login
From the drop down list select the name of the account that you created at the Backup Server that you want to use to backup this computer. Enter the password that you had created for this account. If you do not know the name of the account or password, then go to the Backup Server and look at the Clients panel.

6. Backup Client.
Now you are ready to press the "Backup Now" button and start a complete backup of this computer. The Backup Client will backup the files on this computer and send the files to the Backup Server. The Backup Server will store the files for all Backup Clients to the Backup Storage.

HELPFUL TOPICS....

Backup for Workgroups comes with a default backup set called "All Local Drives", which covers every file and folder found on hard drives local to that computer. We recommend leaving this backup set intact for the most comprehensive backup coverage.
However, after installation you can customize Backup for Workgroups to better fit your individual needs and schedule. Create additional backup sets to schedule more frequent backups for critical data. To create or modify a backup set run the Backup Client and go to Tools > Manage Backup Sets and proceed through the wizard.

Keep in mind that the first backup takes the most time, because it is the first, or "baseline" backup. Subsequent backups are sometimes called "incremental backups," because only the changes are captured. Incremental backups keep your backup window, or time to backup, to a minimum.

While you are installing the Backup Client software on your computers, it might be a good time to make a Disaster Recovery Kit for each one. There are several important items that need to be included in a computer's Disaster Recovery Kit. We can walk you through how to do it now, so you are not left high and dry later. Click here to read about Making a Disaster Recovery Kit.