User Guide for
CloudDrive Agent
01/08/2014
Content
1. INTRODUCTION ............................................................................................................................. 3
1.1. ABOUT CLOUDDRIVE AGENT .................................................................................................................... 3
2. INSTALLING THE CLOUDDRIVE AGENT ......................................................................................... 4
2.1. REQUIREMENTS .................................................................................................................................... 4
2.2. DOWNLOADING CLOUDDRIVE AGENT ......................................................................................................... 5
2.3. UNINSTALLING THE AGENT ...................................................................................................................... 9
3. CENTRALLY INSTALLING CLOUDDRIVE AGENT VIA ACTIVE DIRECTORY ................................... 10
4. USING THE CLOUDDRIVE AGENT IN CLOUD MODE ..................................................................... 18
4.1. CLOUDDRIVE AGENT LICENSING IN CLOUD MODE ....................................................................................... 18
4.2. WORKFLOW ...................................................................................................................................... 18
4.3. CONNECTING THE CLOUDDRIVE AGENT TO THE CLOUDDRIVE PORTAL .............................................................. 19
4.4. SETTING UP CONNECTION VIA A WEB PROXY ............................................................................................. 25
4.5. DISCONNECTING THE AGENT FROM THE CLOUDDRIVE PORTAL........................................................................ 26
4.6. USING THE CLOUDDRIVE AGENT WEB INTERFACE ....................................................................................... 27
4.7. PERFORMING TASKS USING WINDOWS EXPLORER AND WINDOWS TASKBAR....................................................... 30
4.8. USING CLOUD BACKUP ......................................................................................................................... 30
4.9. USING CLOUD DRIVE SYNCHRONIZATION .................................................................................................. 52
4.10. COLLABORATING ON CLOUD DRIVE FOLDERS ........................................................................................... 62
4.11. SHARING FILES WITH GUEST INVITATIONS .............................................................................................. 68
4.12. RESTORING FILES FROM CLOUD BACKUP ................................................................................................. 71
4.13. ENABLING/DISABLING REMOTE ACCESS .................................................................................................. 75
4.14. CONFIGURING EVENT LOG SETTINGS ..................................................................................................... 76
4.15. VIEWING LOGS................................................................................................................................. 77
4.16. CONFIGURING WINDOWS EXPLORER INTEGRATION SETTINGS ...................................................................... 85
4.17. CONFIGURING THE CLOUDDRIVE AGENT LANGUAGE ................................................................................... 85
4.18. VIEWING THE AGENT STATUS .............................................................................................................. 86
4.19. VIEWING AGENT DETAILS ................................................................................................................... 87
5. RESTORING SYSTEM STATE DATA, NTDS, AND SYSVOL .............................................................. 88
5.1. RESTORING FROM A SYSTEM STATE BACKUP ON WINDOWS 2003 SERVER SP2 .................................................. 88
5.2. RESTORING NTDS (ACTIVE DIRECTORY) AND SYSVOL APPLICATIONS ON WINDOWS 2003 / 2008 SERVER ............ 91
6. BACKING UP AND RESTORING HYPER-V VIRTUAL MACHINES ................................................... 94
6.1. BACKING UP AND RESTORING MICROSOFT HYPER-V VMS IN CLOUD MODE ....................................................... 94
7. BACKING UP AND RESTORING SQL SERVER DATABASES ........................................................... 98
7.1. BACKING UP AND RESTORING SQL SERVER DATABASES IN CLOUD MODE.......................................................... 98
8. BACKING UP AND RESTORING AN EXCHANGE SERVER ............................................................ 102
8.1. BACKING UP AND RESTORING MICROSOFT EXCHANGE IN CLOUD MODE ........................................................... 102
9. USING PRE/POST BACKUP SCRIPTS.......................................................................................... 106
1. Introduction
1.1. About CloudDrive Agent
You can back up data from any computer on your network that is installed with the CloudDrive
Agent. You can also use the CloudDrive Agent to easily backup roaming PCs or remote offices
even when they are outside your network.
Cloud mode
The CloudDrive Agent connects directly to CloudDrive Portal. Data from the CloudDrive
Agent-installed computer is backed up to a folder on the CloudDrive Portal.
Cloud mode also supports Cloud Drive synchronization, also known as File Sync and
Share (FSS), a subscription service that enables you to synchronize your portal cloud
drive with a specific folder on the CloudDrive Agent.
The CloudDrive Agent can be remotely managed, monitored, and accessed from the
CloudDrive Portal. For information, refer to the CloudDrive Portal User Guide.
Tip
In addition to CloudDrive Agent, which is intended for desktops, laptops
and server, CloudDrive Mobile can be installed on mobile devices. For
information refer to the CloudDrive Mobile User Guide.
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2. Installing the CloudDrive Agent
This chapter describes how to install the CloudDrive Agent on a computer running Microsoft
Windows.
2.1. Requirements
2.1.1. Software Requirements
In order to install and manage the CloudDrive Agent, you will need the following:

A supported operating system

Either Microsoft Internet Explorer 7.0 or later, Mozilla Firefox 27 or later, Apple Safari 6
or later, or Google Chrome 30 or later
The CloudDrive Agent can be installed on the operating systems shown in the following table,
which also shows which backup operations are supported by each operating system.
Supported Operating Systems and Backup Operations
Operating System
Supports
Supports
Server
Disk-Level
Application
Backup
Backup
Workstation Agent
Supports
System
State
Backup
Microsoft Windows XP
No
No
No
Microsoft Windows 7
Microsoft Windows 8
Server Agent
Microsoft Windows Server
2003 SP1
Microsoft Windows Server
2008
Microsoft Windows Server
2008 R2
Yes
No
Yes
Yes
No
No
Yes
No
Yes
Yes
Yes
No
Yes
Yes
No
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2.2. Downloading CloudDrive Agent
You can download CloudDrive Agent from CloudDrive Portal

As End User go to My Account

As Administrator go to Administration; Main – Devices =>Download Agent.
2.2.1. Downloading CloudDrive Agent from CloudDrive Portal
TO DOWNLOAD CLOUDDRIVE AGENT

Log into CloudDrive Portal.

In the My Account tab, click Install Agent.
The Install Agent dialog box appears.

Select Agent for Windows.
The CloudDrive Agent installer is downloaded to your computer.
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2.2.2. Installing the Agent
TO INSTALL THE CLOUDDRIVE AGENT

Double-click on the installer file.
The CloudDrive Agent Setup Wizard opens.
Select one of the following:
 Standard. The agent configuration will be shared by all users of the computer. Only users who
have the “Backup Operator” permission can configure the agent and perform backup and
restore operations.
 Multi-User. The agent is installed for each user separately the first time that the user logs in
to the computer. Each user has a completely independent and separate configuration and can
even connect to a different device or portal than the other users. Each user has permission to
manage their own agent and can perform backup and restore operations for any files for which
they have read/write permissions. In other words, administrators and backup operators can
back up and restore any and all files on the PC, whereas other types of users cannot. Each
user’s agent remains connected to the cloud and continues to perform its scheduled backups
and synchronizations in the background, even when the user is not logged in.
Tip
In multi-user mode, since each user has an independent agent, the
agents appear as separate agent objects in the portal and each user is
licensed separately.
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 Click Next.
 The Select Installation Folder screen appears.
 Edit the folder path if desired, and click Next.
The License Agreement screen appears.
 Choose I Agree.
 Click Next.
The Confirm Installation screen appears.
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 Click Next.
The Installing CloudDrive Agent screen appears with a progress bar, and the CloudDrive Agent is
installed on your computer.
The Installation Complete screen appears.
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 Click Close.
CloudDrive Agent is added to the Windows Start menu, and an icon is added to the Windows
taskbar.
2.3. Uninstalling the Agent
TO UNINSTALL CLOUDDRIVE AGENT

Do one of the following:

In the Windows Start menu, click All Programs > CloudDrive > Uninstall.

In the Add or Remove Programs window, locate CloudDrive Agent, and click
Remove.
A confirmation message appears.

Click Yes.
The CloudDrive Agent is uninstalled.
REMOVE ALL SYSTEM FILES
 Do one of the following:

Under Local Disk (C:) > Program Files; delete the Folder “POST”

Under Local Disk (C:) > ProgramData; delete the Folder “CTERA”
ProgramData is normally a hidden Folder
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3. Centrally Installing CloudDrive Agent via Active Directory
You can centrally install CloudDrive Agent on multiple computers via Microsoft Active Directory.
The following procedure describes installation using a Windows 2008 Active Directory domain. It
is relevant for both Windows Server 2003 and Windows Server 2008.
TO CENTRALLY INSTALL CLOUDDRIVE AGENT VIA ACTIVE DIRECTORY

Prepare the CloudDrive Agent installation file for central use, by doing the following:
 On the Active Directory machine, create a shared folder called Agent under C:\.
 Copy the CloudDrive Agent installation file to the new folder.
 Right-click on the folder, then click Properties.
The Properties dialog box appears displaying the General tab.
 Click the Sharing tab.
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The Sharing tab appears.
 Click Share.
The File Sharing dialog box appears.
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 For each user or user group for which you would like to install CloudDrive Agent, do the
following:
- Specify the desired user/group, either by typing the user/group's name in the field, or
by clicking the drop-down list arrow and then clicking Find people.
To enable installing CloudDrive Agent for all users/groups, type "Everyone".
- Click Add.
The user/group appears in the file sharing list.
- In the user/group's row, click on the arrow in the Permission Level column, then click
Read.
 Click Share.
The File Sharing dialog box displays a success message.


Click Done.

Click Close.
Create a policy that controls the installation of CloudDrive Agent, by doing the following:
 In the START menu, click Administrative Tools, and then click Group Policy Management.
The Group Policy Management Console opens.
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This console enables you to create domain-wide policies or policies for specific organizational units.
 In the navigation pane, right-click on the domain or organizational unit for which you want to
create the policy, then click Create a new GPO in this domain and Link it here.
The New GPO dialog box appears.
 In the Name field, type a name for the policy.
For example, "Agent 3.0".

Click OK.

In the navigation pane, click on the policy you created.
The policy appears in the right pane.
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
In the Security Filtering area, for each user or user group for which you would like to
install CloudDrive Agent, do the following:
 Click Add.
The Select User, Computer, or Group dialog box appears.
 In the Enter the object name to select area, type the name of the user/group.
To enable installing CloudDrive Agent for all users/groups, type Everyone.
 Click OK.

In the navigation pane, right-click on the policy you created, then click Edit.
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The Group Policy Management Editor opens.

In the navigation pane, expand User Configuration > Policies > Software Settings.

Right-click Software Installations, then click New > Package.
The Open dialog box appears.

Specify the network location of the shared folder containing the CloudDrive Agent
installation file, which you created in step 1.
You can view the network location of the shared folder in the folder's Properties dialog box, in the
Sharing tab.
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
Click Open.
The Deploy Software dialog box appears.

Choose Assigned.
This option ensures that when a user or group specified in the policy's Security Filtering area
logs in to the domain, CloudDrive Agent will automatically be installed on their computer.

Click OK.
Add the ctera-agent.adm file to Domain Group Policy as an administrative template, by doing
the following:
Tip
This file contains the agent deployment settings.
 Open the Group Policy Object Editor.
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 In the navigation pane, right-click on Administrative Templates, then click Add/Remove
Templates.
The Policy Templates window opens.
 Select the ctera-agent.adm file and click Open.
The Enable CloudDrive Agent automatic deployment Properties dialog box opens.
 In the Sign into server field, type the fully qualified DNS name of the CloudDrive Portal or
cloud gateway to which the CloudDrive Agent should connect.
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 Click OK.
4. Using the CloudDrive Agent in Cloud Mode
This chapter explains how to use CloudDrive Agents to perform cloud backup and cloud
synchronization by connecting them to the CloudDrive Portal.
4.1. CloudDrive Agent Licensing in Cloud Mode
When the CloudDrive Agent is installed on a Windows Workstation operating system, if you are
subscribed to the Cloud Backup service, the agent consumes one Workstation Backup license
from your CloudDrive Portal quota. If you are only subscribed to the Cloud Drive service, and
not to the Cloud Backup service, your agent does not consume Workstation Backup licenses.
When the CloudDrive Agent is installed on a Windows Server operating system, the agent
consumes one CloudDrive Server Agent license from your CloudDrive Portal quota.
Tip
A license is taken for as long as an agent is defined in your CloudDrive
Portal Account. If you are no longer using an agent, you can delete the
agent entry from your CloudDrive Portal Account to regain its license.
4.2. Workflow
To use the CloudDrive Agent for backup in Cloud mode, do the following:
 Install the CloudDrive Agent on the computer whose files you want to back up to the
CloudDrive Portal.
See Installing the Agent

Connect the CloudDrive Agent to the CloudDrive Portal.
See Connecting the Agent to the CloudDrive Portal (see "Connecting the CloudDrive Agent to
the CloudDrive Portal"

If you are subscribed to the cloud backup service, use the CloudDrive Agent setup wizard
to initialize and configure cloud backup.

Optionally, configure advanced CloudDrive Agent settings, by connecting to the
CloudDrive Agent Web Interface.
See Connecting to the CloudDrive Agent Web Interface.

Optionally, if needed, select additional folders to synchronize to your Cloud Drive
See Syncing Local Folders to the Cloud Drive.
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4.3. Connecting the CloudDrive Agent to the CloudDrive Portal
TO CONNECT THE CLOUDDRIVE AGENT TO THE CLOUDDRIVE PORTAL

Click the CloudDrive Agent tray icon
in the notification area of the Windows taskbar.
Tip
In Windows 7, the CloudDrive Agent tray icon may be hidden. In this case,
click on the white arrow in the notification area of the taskbar to reveal
hidden icons:
The Welcome to CloudDrive Agent window opens.

In the Server field, type the CloudDrive Portal's DNS name.

In the Username and Password fields, type your user name and password for
accessing the CloudDrive Portal.

If you want to configure the CloudDrive agent to connect to the portal via a proxy, see
Setting Up Connection via a Web Proxy.

Click Sign in
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Assuming that you are subscribed to the cloud backup and cloud drive services, the following things
happen:
 The CloudDrive Agent connects to the CloudDrive Portal.
 A backup folder is automatically created for this agent on the CloudDrive Portal.
 A shortcut to the cloud drive folder is automatically created on your desktop
 The CloudDrive Agent tray icon changes to
.
.

If you are connecting the CloudDrive agent for the first time, the Your Subscription
Includes screen opens, showing the services you are subscribed to.

Click Continue.
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If you are subscribed to the cloud backup service, the Set Up Your Cloud Backup screen appears.

(Optional) To add files to be backed up to the cloud:
 Click Add Files and Folders
The Files to backup dialog box opens.
 Expand the tree nodes to reveal the folders.
For an explanation of the icons and check boxes next to each folder, see Folder Icons
The folder contents appear in the right pane.
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 Select the check boxes next to the files and folders you want to back up.
 Click Save.
The Files to backup dialog box closes.

(Optional) To override portal settings and configure a schedule for automatic cloud
backup:
 Click the Change button in the Schedule area.
The Backup Schedule dialog box opens.
 Click Override.
 Complete the fields using the information in the following table.
 Click Save.
 The Backup Schedule dialog box closes.

(Optional) To secure the backup folder with your own secret passphrase, click the
Change button in the Encryption area. (By default, CloudDrive Agent will use an
automatically generated encryption key to protect the created backup folder.)
The Initialization Required dialog box opens.
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 Select Use my own secret passphrase, enter the desired passphrase in the Secret Passphrase
and Re-type Passphrase fields.
 Click Save.
The Initialization Required dialog box closes. Each time the agent connects to CloudDrive
Portal, you will need to enter this passphrase.

Click All Done!
The CloudDrive Agent tray icon changes to
, and the CloudDrive Agent screen opens.
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Table 1: Backup Schedule Fields
In this field...
Periodically
Do this...
Choose this option to automatically back up files every
specified number of hours.
The Start Every field is enabled, and you must complete
it.
Start Every
Type the amount of time between automatic cloud
backups, in hours.
The default value is 24 hours.
Specific Time
Choose this option to automatically back up files according
to a specified daily schedule.
The Start Time, Stop Time, and On Days fields are
enabled, and you must complete them.
Start Time
Select the time at which cloud backup should start.
Note: If a given backup extends past the scheduled time
for the next automatic backup, the next automatic backup
will commence immediately upon completion of the prior
backup.
Stop Time
Select the time at which cloud backup must end. This can
be any of the following:

A specific hour

On Completion. The backup operation will
only end when cloud backup is complete.
The default value is On Completion.
Note: If the amount of changed data to back up is large,
the backup process can take several hours or days.
Therefore, if a stop time is configured, the backup process
may not be completed within the time frame. For
example, if you specify that data should be backed up
between 12 AM - 2 AM, and the backup requires 3 hours,
the backup will not be completed.
On Days
Select the days on which cloud backup should be
performed. This can be any of the following:

One or more specific days

Every Day. Cloud backup will occur every
day.
The default value is Every Day.
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4.4. Setting Up Connection via a Web Proxy
The CloudDrive agent supports HTTPS proxies that support the CONNECT method. If you want
CloudDrive agent to connect to the portal via a proxy, you can configure the proxy before you
sign into the CloudDrive agent.
The following proxy authentication schemes are supported:
 Basic

NTLM

NTLMv2
TO SET UP A CONNECTION TO THE PORTAL VIA A WEB PROXY
 In the Welcome to CloudDrive Agent window, click Advanced.
The Advanced dialog box opens.

In the Proxy Settings dropdown box, select one of the following:
 Use HTTP Proxy. The CloudDrive agent will use the proxy (which you will configure) to
connect to the portal server.
 Auto. The CloudDrive agent will attempt to automatically determine your proxy settings
according to your Windows settings.
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Tip
Automatic proxy detection is based on the system-wide proxy settings,
which are not the same as the Internet Explorer settings. In 64 bit
Windows versions prior to Windows 8, the system proxy settings can be
configured using the command %WINDIR%\SysWOW64\netsh
winhttp set proxy <settings>.
In all other Windows versions, the system proxy settings can be
configured using the following command netsh winhttp set proxy
<settings>.
 Complete the fields using the information in the following table.
 Click Save.
Table 2: Proxy Settings Fields
In this field...
Do this...
Address
Type the address of the proxy server.
Port
Type the proxy server port number.
Proxy server
requires a
password
Check this box to specify that the proxy server requires
authentication via a username and password. If checked, the
username and password must be entered into the remaining
fields.
Username
Type the username for authenticating to the proxy server.
Password
Type the password for authenticating to the proxy server.
4.5. Disconnecting the Agent from the CloudDrive Portal
If desired, you can disconnect the CloudDrive Agent from the CloudDrive Portal.
TO DISCONNECT THE CLOUDDRIVE AGENT FROM THE CLOUDDRIVE PORTAL

Right-click the CloudDrive Agent tray icon in the system tray, and click Sign out.
A confirmation message appears.

Click OK.
The CloudDrive Agent disconnects from the CloudDrive Portal.
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4.6. Using the CloudDrive Agent Web Interface
In Cloud mode, the CloudDrive Agent includes a web interface, in which you can do the
following:
 Configure and use the Cloud Backup service for file-level backup and system state
backup

Configure and use the Cloud Drive service for cloud drive synchronization

Enable/disable remote access

Monitor your CloudDrive Agent via logs
4.6.1. Connecting to the CloudDrive Agent Web Interface
In order to access the CloudDrive Agent Web interface, a user must have the "Back up files and
directories" privilege. On Windows, users in the groups "Administrators", "Backup Operators",
and "Domain Administrators" have this privilege by default.
To allow a user who does not belong to one of these groups to access the CloudDrive Agent
Web interface, do the following: Open the Microsoft Management Console (MMC), and in the
Local Security Policy snap-in under User Rights Assignment, assign the user the "Backup
files and directories" privilege.
TO CONNECT TO THE CLOUDDRIVE AGENT WEB INTERFACE

Right-click the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and click Settings.
 If the currently logged in user account does not have sufficient credentials to manage the
CloudDrive Agent, a Login page appears.
Enter the user name and password of an administrator or backup operator on this
machine.
 The CloudDrive Agent Web interface opens in your Web browser, displaying the Control Panel
page.
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4.6.2. The CloudDrive Agent Web Interface
The CloudDrive Agent Web interface consists of the following elements:
 Navigation pane. Used for navigating between pages.

Main frame. Displays information and controls for the menu item selected in the
navigation pane.

Status bar. Displays general and session-specific controls and information, including
controls for logging out of the Web interface, your user name, and the firmware version
SORTING TABLES
You can sort a table according to a specific column, in ascending or descending order.
TO SORT A TABLE ACCORDING TO A COLUMN
 Click on the desired column's heading.
The table is sorted according to the column. An arrow in the column's heading indicates that the table is
sorted according to the column. The arrow's direction indicates the sort order.
In this example, the table is sorted according to the Type column, in descending order.

To reverse the column's sort order, click on the column's heading again.
The sort order is reversed.

To select the desired sort order from a list, do the following:
 Mouse-over the column's heading.
An arrow appears in the right side of the column heading.
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 Click on the arrow, then click on the desired sort order in the drop-down list.
The column is sorted accordingly.
NAVIGATING BETWEEN TABLE PAGES
When a table contains multiple pages, you can navigate between the pages by using the
controls at the bottom of the table.
TO NAVIGATE BETWEEN PAGES
 Do any of the following:
 To navigate to the next page, click
.
 To navigate to the previous page, click
 To navigate to page 1, click
.
.
 To navigate to a specific page, in the Page field, type the desired page number.
REFRESHING TABLE CONTENTS
You can refresh the contents of various tables in the main frame.
TO REFRESH A TABLE'S CONTENTS

At the bottom of the table or list, click

The table's contents are refreshed.
.
4.6.3. Logging Out of the CloudDrive Agent Web Interface
TO LOG OUT OF THE CLOUDDRIVE AGENT WEB INTERFACE
In the status bar, click Logout.
You are logged out of the CloudDrive Agent Web interface.
Tip
You will be automatically logged out after a period of inactivity.
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4.7. Performing Tasks Using Windows Explorer and Windows Taskbar
CloudDrive Agent is integrated with Windows Explorer, enabling you to perform several Cloud
mode tasks very easily. Several tasks are also easily performed by clicking the CloudDrive icon in
the Windows taskbar.
If you are subscribed to the Cloud Backup Service and Cloud Drive service, you can add and
remove files and folders for backup and sync using the right-click menu in Windows Explorer.
You can also share files and folders from the right-click menu.
The Windows Explorer integration also features icons overlayed on file and folder icons and
notifications. These features can be enabled and disabled. For more information, see
Configuring Windows Explorer Integration Settings.
Methods for performing Cloud mode tasks through Windows Explorer or the Windows taskbar
are described in the following sections where relevant.
4.8. Using Cloud Backup
4.8.1. About the CloudDrive Cloud Backup Service
WHY SHOULD I USE CLOUD BACKUP?
Backing up your important files enables you to protect them against future data loss. If the
original data becomes corrupted or is accidentally deleted, or if your hard drive fails, you can
restore the lost data from the backup. Traditional backup methods include CD/DVDs, external
hard drives, tape units, and more. All of these methods are effective, though not necessarily
efficient or convenient.
CloudDrive agent provides cloud backup, in which your files are automatically backed up to the
cloud and stored remotely. Cloud backup offers numerous advantages over traditional backup
methods:

Simplicity
Traditional backup methods require user intervention, complicating the backup process. You
may have to insert CDs into drives, change tapes, or even manually initiate the backup.
In contrast, cloud backup requires only a simple, one-time configuration. Once configured, cloud
backup runs automatically according to your desired schedule, without any need for user
intervention.

Time Efficiency
Due to cloud backup's simplicity of use, there is no need to waste time or effort backing up
data. Your valuable time can be spent on other matters.

Security
In cloud backup, your data is automatically encrypted and fingerprinted. For even stronger
security, you can configure a secret passphrase for accessing the backed up data.

Versioning
When using traditional backup, users often choose to maintain only the most recent version of
their files, due to storage space restrictions. Cloud backup preserves multiple versions of your
data, enabling you to restore the version of your choice.
 Storage Locations
With traditional backup, your backed up data is usually stored in a single location (for example,
in a stack of CDs in your office. This means that if a natural disaster strikes at that location (for
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example, a fire in your office), you data, along with all of the backups, will be lost. Cloud backup
ensures that your data is stored in multiple locations.

Restore Options
When using traditional backup, you must have access to the backup medium, in order to restore
your data. In contrast, cloud backup offers multiple restore options, including restoring your
data from anywhere by downloading it from the cloud backup site. For additional restore
options, see What Restore Options Are Available?.
HOW DOES THE CLOUD BACKUP SERVICE WORK?
The first time cloud backup runs, the CloudDrive agent performs a full cloud backup for the
selected folders. This may take a long time, depending on the size of your data set. Subsequent
backups are performed incrementally and normally take much less time than the initial backup.
Only data that has actually changed is uploaded.
CloudDrive uses data compression and data deduplication techniques, to ensure the backup
happens as quickly and efficiently as possible.
In addition to backing up your files, when cloud backup runs, the configuration of your
CloudDrive agent is automatically backed up to the CloudDrive Portal, from where it can be
easily downloaded and used to restore your configuration settings, as needed.
IS MY DATA SECURE?
In addition to using AES encrypted TLS (Transport Level Security) connections, the same
security mechanism used by banks, all your data is encrypted using 256-bit AES encryption and
fingerprinted by 160 bit SHA-1 digest, to ensure your data is protected against eavesdroppers.
For even stronger security, you can use a secret passphrase. If you use a secret passphrase,
your data will not be readable by anyone without knowledge of your secret passphrase (not
even by CloudDrive).
HOW CAN I CONTROL WHICH FILES WILL BE BACKED UP?
The CloudDrive agent offers the following options for controlling the scope of backup
operations:
 Selecting entire folders for backup
When you select an entire folder for backup, all of the folders in it are automatically selected for
backup.

Selecting specific file types for inclusion in or exclusion from backup, by using backup
sets
A backup set represents a group of files of a certain type and/or located in certain folders, which
should either be included in or excluded from backup operations. For more information on
backup sets, see Working with Backup Sets.
These options can be used in conjunction.
When all options are used, the CloudDrive agent determines the final set of files to include in a
backup operation, by performing the following checks for each file:
 Checks whether the file is contained in an Exclude Set. If so, the file is skipped.

Checks whether the file is contained in an Include Set. If so, the file is backed up.

Checks whether the file is contained in a folder that was selected for backup in the folder
selection page. If so, the file is backed up.
WHAT RESTORE OPTIONS ARE AVAILABLE?
The CloudDrive agent enables you to restore files from backup in the following ways:
 By restoring some or all files and folders to a previous version via the CloudDrive agent
Web interface
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
By restoring individual files or folders using Microsoft Windows Shadow Copy

By restoring individual files or folders using the Virtual Cloud Drive

By downloading files from your CloudDrive Portal account
4.8.2. Cloud Backup Configuration Workflow
The following is a typical workflow for configuring cloud backup.
TO CONFIGURE CLOUD BACKUP

Specify the data that should be included or excluded from backup operations, by doing
one or more of the following:
 To choose specific files and folders to include in the back up, select the desired files and folders.
See Selecting Files and Folders for Cloud Backup
 To choose specific file types to include in or exclude from backup operations, define and enable
backup sets.
See Working with Backup Sets
 To choose specific applications to include in the backup, select the desired applications.
See Selecting Applications for Cloud Backup.
Do one or more of the following:
 Schedule automatic backup of the selected folders.
See Scheduling Automatic Cloud Backup
The files will be backed up according to the configured schedule.

Perform a manual backup of the selected folders.
See Manually Starting Cloud Backup
The files will be backed up immediately.
4.8.3. Selecting Files and Folders for Cloud Backup
TO SELECT FILES AND FOLDERS FOR CLOUD BACKUP USING WINDOWS EXPLORER
 Open Windows Explorer, and browse to the desired files and/or folders.

Do any of the following:
 To specify that a file or folder should be backed up to the CloudDrive Portal, right-click on the
desired file/folder, and click CloudDrive Agent > Add to backup.
 To specify that a file or folder should not be backed up to the CloudDrive Portal, right-click on
the desired file/folder, and click CloudDrive Agent > Remove from backup.
The
icon is removed from the file/folder.
TO SELECT FILES AND FOLDERS FOR CLOUD BACKUP USING THE WEB INTERFACE
 In the navigation pane, click Backup Options > Backup Files.
The Backup Files page appears.
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
Expand the tree nodes to reveal the folders.
For an explanation of the icons and check boxes next to each folder, see Folder Icons .
The folder contents appear in the right pane.

Select the check boxes next to the files and folders you want to back up.

Click Save.
At the bottom of the workspace, the Selected Files field indicates the size of the files selected for backup.
The Cloud Storage Usage field indicates the amount of used space in your account after the next cloud
backup operation (including backups from any other CloudDrive devices included in your account).
For example, let's say your account includes two devices, and each device will back up 100 MB
worth of files in the next cloud backup operation, for a total of 200 MB. Your account already
has 350 MB worth of files stored online. In this case, the Cloud Storage Usage field will display
"550MB".
Table 3: Folder Icons
This icon...
Indicates...
Existing files in this folder are selected for backup. New
files and folders in this folder will be backed up.
This folder and all of its sub-folders are selected for
backup.
Note that the check box has a white background.
Some (but not all) of the folder’s sub-folders are selected
for backup.
Note that the check box has a gray background.
This folder and all of its sub-folders will not be backed up.
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4.8.4. Selecting Applications for Cloud Backup
Tip
If a selected application is not installed on the target device, it will be
ignored.
TO SELECT APPLICATIONS FOR BACKUP
 In the navigation pane of the Web interface, click Backup Options > Backup
Applications.
The Backup Applications page appears.

Click Override, to override the portal settings.
Tip
You can revert to portal settings at any time, by clicking Use portal
settings.
The Applications tree pane becomes active.

Expand the tree nodes and select the check boxes next to the applications you want to
back up.

Click Save.
4.8.5. Scheduling Automatic Cloud Backup
TO SCHEDULE AUTOMATIC CLOUD BACKUP
 In the navigation pane of the Web interface, click Backup Options > Schedule.
The Schedule page appears.
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
Click Override, to override the portal settings.
Tip
You can revert to portal settings at any time, by clicking Use portal
settings.

Complete the fields using the information in the following table.

Click Save.
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Table 4: Backup Schedule Fields
In this field...
Periodically
Do this...
Choose this option to automatically back up files every
specified number of hours.
The Start Every field is enabled, and you must complete
it.
Start Every
Type the amount of time between automatic cloud
backups, in hours.
The default value is 24 hours.
Specific Time
Choose this option to automatically back up files according
to a specified daily schedule.
The Start Time, Stop Time, and On Days fields are
enabled, and you must complete them.
Start Time
Select the time at which cloud backup should start.
Note: If a given backup extends past the scheduled time
for the next automatic backup, the next automatic backup
will commence immediately upon completion of the prior
backup.
Stop Time
Select the time at which cloud backup must end. This can
be any of the following:

A specific hour

On Completion. The backup operation will
only end when cloud backup is complete.
The default value is On Completion.
Note: If the amount of changed data to back up is large,
the backup process can take several hours or days.
Therefore, if a stop time is configured, the backup process
may not be completed within the time frame. For
example, if you specify that data should be backed up
between 12 AM - 2 AM, and the backup requires 3 hours,
the backup will not be completed.
On Days
Select the days on which cloud backup should be
performed. This can be any of the following:
One or more specific days
Every Day. Cloud backup will occur every day.
The default value is Every Day.
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4.8.6. Manually Starting Cloud Backup
The CloudDrive Agent will automatically back up files, applications, and volumes to the
CloudDrive Portal according to the schedule you configured in the CloudDrive Agent Web
interface (see Scheduling Automatic Cloud Backup). If desired, you can manually trigger
backup at any time.
TO MANUALLY START BACKUP FROM THE SYSTEM TRAY
 Click the CloudDrive Agent tray icon in the system tray.
The CloudDrive Agent screen appears.

Under Cloud Backup, click Backup now.
A progress bar appears, and the number of files and bytes remaining for upload or download is displayed,
and the current transfer speed. If a single file is being uploaded/downloaded, then the file name is
displayed, as well.
The CloudDrive Agent backs up files to the CloudDrive Portal.
TO MANUALLY START CLOUD BACKUP FROM THE WEB INTERFACE
 In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.

Click Backup Now.
A progress bar appears, and the files are backed up to cloud storage.
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
To toggle the information displayed under the progress bar, do one of the following:
 To display the effective throughput (in Kbit/sec), click the
effective throughput.
 To display the bandwidth usage (in bit/sec), click the
usage.
icon, and then click Show
icon, and then click Show bandwidth
4.8.7. Stopping the Current Backup Operation
TO CANCEL THE CURRENT BACKUP USING THE SYSTEM TRAY
 Click the CloudDrive Agent tray icon in the system tray.
The CloudDrive Agent screen appears with a progress bar.

Click Cancel.
The current backup operation is stopped.
TO CANCEL THE CURRENT CLOUD BACKUP USING THE WEB INTERFACE
 In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.

Click Cancel.
The current backup is canceled.
4.8.8. Suspending and Resuming Cloud Backup
You can suspend backup for a CloudDrive Agent, including:
 The currently running backup for the CloudDrive Agent

All scheduled automatic backups for the CloudDrive Agent
TO SUSPEND CLOUD BACKUP FROM THE SYSTEM TRAY
 Right-click the CloudDrive Agent tray icon in the system tray, and click Suspend.
If backup is currently running, it is paused. All future automatic backups are suspended.
TO SUSPEND CLOUD BACKUP FROM THE WEB INTERFACE
 In the navigation pane, click Main > Cloud Backup.
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The Cloud Backup Control Panel page appears.

Click Suspend.
If a backup is currently running, it is paused. All future automatic backups are suspended.
A message appears, indicating that backup has been suspended.

TO RESUME BACKUP FROM THE SYSTEM TRAY
 Right-click the CloudDrive Agent tray icon in the system tray, and click Unsuspend.
If a backup was running at the time when backups were suspended, that backup is resumed.
Otherwise, cloud backup will occur at the next scheduled time.
TO RESUME CLOUD BACKUP FROM THE WEB INTERFACE
 In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.

Click Unsuspend.
If a backup was running at the time when backups were suspended, that backup is resumed.
Otherwise, cloud backup will occur at the next scheduled time
4.8.9. Viewing Cloud Backup Information
You can view information on the last backup performed and the next scheduled back up.
To view cloud backup information from the system tray

Click the CloudDrive Agent tray icon in the system tray
The CloudDrive Agent screen opens.
The CloudDrive Agent screen displays:

The amount of time since the last backup ended
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
The last backup result

The time of the next backup appears at the bottom of the window
TO VIEW CLOUD BACKUP INFORMATION, IN THE WEB INTERFACE
 In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.
The following information is displayed:
Table 5: Cloud Backup Information
This field...
Displays...
Next backup will run in
The amount of time until the next scheduled automatic backup.
The last backup result
The status of the last backup:

Completed successfully

Backup in Progress

The last backup has failed, followed by the reason
it failed
If an error occurred during backup, refer to the backup logs for
details. See Viewing Cloud Backup Logs.
Mouse-over this icon to view the following information about the
last backup:

The total size of the files that you selected for
backup

The total number of files that you selected for
backup

The amount of time the backup took
The amount of time since the last backup ended.
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4.8.10. Working with Backup Sets
A backup set represents a group of files with certain file extensions and/or located in certain
folders. For example, a set called "My Music" may include all files with the extensions *.wav and
*.mp3 that are located in the folder My Documents > Music.
There are two types of backup sets:
 Include Sets. Files that should be included in each backup

Exclude Sets. Files that should be excluded from each backup
You can use backup sets to fully customize backup operations. For example, if you did not select
the My Documents folder for backup, but you want to back up all of the PDF files in this
folder, you would define an Include Set that includes all files that are located in the My
Documents folder and have the file extension *.pdf. Conversely, if you selected the My
Documents folder for backup, but you do not want to back up PDF files in this folder, you
would define an Exclude Set that includes all files that are located in the My Documents folder
and have the file extension *.pdf.
Tip
For information on the order in which the CloudDrive agent processes
Include Sets, Exclude Sets, and selected folders, see How Can I Control
Which Files Will Be Backed Up? .
ENABLING/DISABLING INCLUDE SETS
In order for an Include Set to be used during backup operations, it must be enabled.
TO ENABLE AN INCLUDE SET
 In the navigation pane, click Backup Options > Backup Sets.
The Backup Sets page appears.

Next to the desired Include Set, in the Enabled column, select the check box.
The Include Set is enabled.
At the bottom of the workspace, the Selected Files field indicates the size of the files selected for
backup. The Cloud Storage Usage field indicates the amount of used space in your account after the
next cloud backup operation (including backups from any other devices included in your account).
TO DISABLE AN INCLUDE SET
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
In the navigation pane, click Backup Options > Backup Sets.
The Backup Sets page appears.

Next to the desired Include Set, in the Enabled column, clear the check box.
The Included Set is disabled.
At the bottom of the workspace, the Selected Files field indicates the size of the files selected for
backup. The Cloud Storage Usage field indicates the amount of used space in your account after the
next cloud backup operation (including backups from any other devices included in your account).
ADDING AND EDITING INCLUDE SETS
TO ADD OR EDIT AN INCLUDE SET
 In the navigation pane, click Backup Options > Backup Sets.
The Backup Sets page appears.

Do one of the following:
 To add a new Include Set, click New.
 To edit an existing Include Set, click on its name.
The Backup Set Details Wizard opens, displaying the Backup Set Details dialog box.

In the Backup Set Name field, type the name of the backup set.

In the Comment field, type a description of the backup set.

In the If field, do one of the following:
 To specify that all of the conditions must be met in order for a file to be included in the backup
set, select all of the conditions are true.
 To specify that one or more of the conditions must be met in order for a file to be included in
the backup set, select at least one of the conditions is true.

Define the desired conditions for a file to be included in the backup set, by doing the
following for each condition:
 Click Add condition.
A row appears in the table.
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 Click Select, then select the desired condition parameter from the drop-down list.
 In the second column, click Select, then select the desired condition operator from the dropdown list.
See Backup Set Condition Operators.
 Click in the third column, and complete the condition:
- If the parameter is File Size, type the desired file size and unit.
- If the parameter is File Modified, click
and choose the desired date.
- For all other parameters, type the desired free-text value.
For example, if you select File Name as the condition parameter in the first column, select begins with
as the condition operator in the second column, and type "Work-123-" in the third column, then the
backup set will include all files whose names begin with "Work-123-".
Likewise, if you select File Type as the condition parameter in the first column, select is one of
with as the condition operator in the second column, and type "avi, mov, mpg" in the third
column (without the quotation marks), then the backup set will include all files with the
extension *.avi, *.mov, and *.mpg.

To delete a condition, click

Click Next.
in its row.
The Select Folders dialog box appears.
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This dialog box enables you to select the folders to which this backup set applies. By default, the
root folder is selected, meaning that the backup set applies to all files in all folders. If desired,
you can select specific folders to which this backup set should apply.
For example, you can create an backup set that contains all files that have the extension *.txt
and reside in the folder /share1/textfiles by entering "txt" in the previous dialog box, and then
choosing the folder /share1/textfiles in this dialog box.

Expand the tree nodes to reveal the folders.
For an explanation of the icons and check boxes next to each folder, see Folder Icons.
 Select the check boxes next to the folders you want to include in the Include Set.

Click Next.
The Done screen appears.
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
Click Finish.
Tip
If you added a new Include Set, it is automatically enabled.
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Table 6: Backup Set Condition Operators
Use this operator...
To do this...
equals
Include all files for which the parameter in the first
column matches the string in the third column.
This operator is relevant for the File Name, File
Path, and File Type parameters only.
Include all files for which the parameter in the first
column begins with the string in the third column.
This operator is relevant for the File Name, File
Path, and File Type parameters only.
Include all files for which the parameter in the first
column ends with the string in the third column.
This operator is relevant for the File Name, File
Path, and File Type parameters only.
Include all files for which the parameter in the first
column contains the string in the third column.
This operator is relevant for the File Name, File
Path, and File Type parameters only.
Include all files for which the parameter in the first
column is included in the set specified in the third
column.
This operator is relevant for the File Name, File
Path, and File Type parameters only.
Include all files whose size is less than the amount
specified in the third column.
This operator is relevant for the File Size parameter
only.
Include all files whose size is more than the amount
specified in the third column.
This operator is relevant for the File Size parameter
only.
Include all files whose last modification date is before
the date specified in the third column.
This operator is relevant for the File Modified
parameter only.
Include all files whose last modification date is after
the date specified in the third column.
This operator is relevant for the File Modified
parameter only.
begins with
ends with
contains
is one of
less than
more than
before
after
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DELETING INCLUDE SETS
To delete an Include Set

In the navigation pane, click Backup Options > Backup Sets.
The Backup Sets page appears.

Select the desired Include Set's name and click Delete.
A confirmation message appears.

Click Yes.
The Included Set is deleted.
ENABLING/DISABLING EXCLUDE SETS
In order for an Exclude Set to be used during backup operations, it must be enabled.
TO ENABLE AN EXCLUDE SET
 In the navigation pane, click Backup Options > Exclude Sets.
The Exclude Sets page appears.

Next to the desired Exclude Set, in the Enabled column, select the check box.
The Exclude Set is enabled.
At the bottom of the workspace, the Selected Files field indicates the size of the files selected for
backup. The Cloud Storage Usage field indicates the amount of used space in your account after the
next cloud backup operation (including backups from any other CloudDrive devices included in your
account).
TO DISABLE AN EXCLUDE SET
 In the navigation pane, click Backup Options > Exclude Sets.
The Exclude Sets page appears.

Next to the desired Exclude Set, in the Enabled column, clear the check box.
The Exclude Set is disabled.
At the bottom of the workspace, the Selected Files field indicates the size of the files selected
for backup. The Cloud Storage Usage field indicates the amount of used space in your
account after the next cloud backup operation (including backups from any other CloudDrive
devices included in your account).
Adding and Editing Exclude Sets
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TO ADD OR EDIT AN EXCLUDE SET
 In the navigation pane, click Backup Options > Exclude Sets.
The Exclude Sets page appears.
 Do one of the following:

To add a new Exclude Set, click New.

To edit an existing Exclude Set, click on its name.
The Backup Set Details Wizard opens, displaying the Backup Set Details dialog box.

In the Backup Set Name field, type the name of the backup set.

In the Comment field, type a description of the backup set.

In the If field, do one of the following:

To specify that all of the conditions must be met in order for a file to be included in the
backup set, select all of the conditions are true.

To specify that one or more of the conditions must be met in order for a file to be
included in the backup set, select at least one of the conditions is true.

Define the conditions that must be met in order for a file to be included in the backup
set, by doing the following for each condition:
 Click Add condition.
A row appears in the table.
 Click Select, then select the desired condition parameter from the drop-down list.
 In the second column, click Select, then select the desired condition operator from the dropdown list.
See Backup Set Condition Operators.
 Click in the third column, and complete the condition:
- If the parameter is File Size, type the desired file size and unit.
- If the parameter is File Modified, click
and choose the desired date.
- For all other parameters, type the desired free-text value.
For example, if you select File Name as the condition parameter in the first column, select
begins with as the condition operator in the second column, and type "Work-123-" in the third
column, then the backup set will include all files whose names begin with "Work-123-".
Likewise, if you select File Type as the condition parameter in the first column, select is one of
with as the condition operator in the second column, and type "avi, mov, mpg" in the third
column, then the backup set will include all files with the extension *.avi, *.mov, and *.mpg.

To delete a condition, click

Click Next.
in its row.
The Select Folders dialog box appears.
This dialog box enables you to select the folders to which this backup set applies. By default, the
root folder is selected, meaning that the backup set applies to all files in all folders. If desired,
you can select specific folders to which this backup set should apply.
For example, you can create an backup set that contains all files that have the extension *.txt
and reside in the folder /share1/textfiles by entering "txt" in the previous dialog box, and then
choosing the folder /share1/textfiles in this dialog box.

Expand the tree nodes to reveal the folders.
For an explanation of the icons and check boxes next to each folder, see Folder Icons.
 Select the check boxes next to the folders you want to include in the Exclude Set.
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
Click Next.
The Done screen appears.
 Click Finish.
Tip
If you added a new Exclude Set, it is automatically enabled.
DELETING EXCLUDE SETS
To delete an Exclude Set

In the navigation pane, click Backup Options > Exclude Sets.
The Exclude Sets page appears.
 Select the desired Exclude Set's name and click Delete.
A confirmation message appears.
 Click Yes.
The Exclude Set is deleted.
4.8.11. Preparing a Backup Seeding Hard Drive
When you have a lot of information to back up, the initial backup to the cloud can take a long
time. If your CloudDrive service provider offers a backup seeding service, then you can speed up
the initial backup by preparing a backup seeding hard drive, that is, is a drive that contains all of
the files you want to include in your initial backup. You then deliver the seeding drive to the
service provider, and the service provider uses the seeding drive to create the initial backup.
The seeding drive can optionally be encrypted using AES-256 and RSA public key encryption, so
even if the drive is lost, there is very little risk to your sensitive information.
TO PREPARE A BACKUP SEEDING HARD DRIVE
 Select the files and folders you want to include in the initial backup.
See Selecting Files and Folders for Cloud Backup.
These files and folders will be written to the seeding drive.
 In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.
 Click Seeding.
Tip
This option will appear only if the backup seeding service is supported by your
service provider.
The Select seeding destination dialog box appears.
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
Choose the drive to use as the seeding drive.
Warning
The contents of this drive will be deleted.

To encrypt the seeding drive, select the Use encryption check box.

Click Finish.
A confirmation message appears.
 Click Yes.
The selected files and folders are written to the seeding drive.
You can now deliver the seeding drive to your service provider.
Tip
During the time your service provider is loading the backup seeding drive
to your account, the backup service will be temporarily disabled for your
CloudDrive agent.
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4.8.12. Restricting Throughput
If desired, you can restrict the amount of bandwidth used for backing up files online.
TO RESTRICT THROUGHPUT
 In the navigation pane, click Backup Options > Throughput.
The Throughput Control page appears.

Click Override, to override the portal settings.

Complete the fields using the information in the following table.

Click Save.
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Table 7: Throughput Control Fields
In this field...
Do this...
Choose this option to specify that throughput should
not be restricted.
Throttle the Internet bandwidth Choose this option to restrict the bandwidth used for
cloud backups.
usage
The rest of the fields on the page are enabled, and
you must complete them.
Type the maximum bandwidth to use for cloud
Limit outgoing bandwidth to
backups in kilobytes per second.
Select this option to specify that the bandwidth used
During these hours
for cloud backups should be restricted only at
specific times of the day.
Then use the drop-down lists to specify the time
range during which the bandwidth should be
restricted.
Select to specify that the bandwidth used for cloud
On Days
backups should be restricted only on specific days.
This can be any of the following:
One or more specific days
Every Day. Bandwidth used for cloud backup will be
restricted every day.
The default value is Every Day.
Do not throttle
4.9. Using Cloud Drive Synchronization
If you are subscribed to the Cloud Drive service, you can synchronize (sync) your portal cloud
drive with one or more CloudDrive cloud gateways and CloudDrive agents in cloud mode. You
can sync any folder on your portal cloud drive with any folder on your CloudDrive Cloud
Gateway or CloudDrive Agent. You can exclude specific subfolders.
Synchronization is bi-directional. Conflicts that may occur when a file has been modified on
multiple sources are detected and automatically resolved by choosing the most recent version of
the file. The older version of the file is renamed.
Tip
In order for conflict resolution to be performed correctly, your computer
clock must be synchronized with the CloudDrive Portal clock. If there is
more than one hour difference between the two clocks (after taking into
account timezone differences), the agent will not synchronize the cloud
drive folder.
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4.9.1. Cloud Drive Synchronization Overview
Synchronizing, or 'syncing', folders with each other means keeping the folder contents identical
at all times. Whenever any change of any kind is made to any file in any of the synced folders,
the same change is made immediately in the other folders that are synced with that folder. For
example, if a file is deleted from one of the folders, the same file is deleted from the other
synced folder(s). It makes no difference which user made the change or in which of the synced
folders the change was made.
BENEFITS OF SYNCING YOUR CLOUD DRIVE FOLDER
Cloud Drive syncing helps you:
 Sync files across your own devices. If you have several personal devices, such as a
desktop computer, a laptop, and a smartphone, syncing files between them helps you
effortlessly take your files with you wherever you go with the confidence that the files
you are working with are always current. You do not even need to remember which
device you were working on when you last modified a file. For example, you can create a
file on your laptop and later open and modify it from your desktop.

Collaborate easily with others. Cloud drive syncing lets you sync any number of shared
folders. That means you can sync a folder with folders on other people's devices.
Everyone who syncs the shared folder can view, update, and delete the files in the
shared folder.
WHAT HAPPENS TO SIMULTANEOUS FILE CHANGES?
With cloud drive syncing, different people can work on the same files at the same time, which
means that conflicts can occur. CloudDrive keeps track of who is making updates and when,
detects file conflicts when updates occur simultaneously, and resolves those conflicts.
CloudDrive records the history of file events. The changes made in the most recent update are
always saved to the original file. Changes that are lost due to conflict are retained in a renamed
version of the file.
CAN I USE FILE SYNCING AS A BACKUP?
File syncing is sometimes confused with file backup, but is very different. Syncing does not
protect data. It is not a substitute for file backup, because:
 Syncing is bidirectional. For example, files deleted in the cloud are automatically deleted
locally. This is not a desirable feature for backup, which should produce a stable, read
only copy of your data.

Syncing is continuous. Backup should run at scheduled intervals and preserve an
accurate point-in-time snapshot of your data.

Syncing should not transfer locked files. Backup should transfer files which are locked by
applications.

Syncing allows you to share file access with other users. Backup should protect your data
from other users.

Syncing supports standard files and documents. Backup should support applications,
such as databases, in addition to standard documents.
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4.9.2. Viewing Cloud Drive Folders
Through the Cloud Drive page, you can see which folders are on your cloud drive, which of
them are synced with your CloudDrive agent, view any of them on the portal, and switch easily
to viewing any local synced folders in the Files tab.
TO VIEW CLOUD DRIVE FOLDERS
 In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears.
By default, Synced with this computer is selected. This tab displays all the Cloud Drive
folders that are currently synced with folders on the CloudDrive agent computer.
You can:
 View any other (not synced) folders on your cloud drive, by selecting Other folders on
cloud.

See folder-specific options, by clicking the
button for a folder. The following folderspecific options are available for a synced folder:
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The following folder-specific options are available for a Cloud Drive folder that is not
synced to this computer:

View the local version of a synced folder in the files tab, by clicking
and then Show
Folder. The Files tab is displayed, showing the synced folder. To switch back to the
Cloud Drive page, click the Configuration tab.

View a synced folder in the Cloud Drive, by clicking
and then View Online.
CloudDrive portal opens in a separate browser tab. When you have logged in, the portal
displays the folder in the Cloud Drive tab.
4.9.3. Accessing the Cloud Drive Folder
If you are subscribed to the Cloud Drive service, your cloud drive will automatically be mapped
as a network drive. You can access the cloud drive and its contents using the following
procedure.
TO ACCESS THE CLOUD DRIVE
 Do one of the following:
 Click the CloudDrive Agent tray icon in the notification area of the Windows taskbar, and click
Open Folder in the CloudDrive Agent screen.
 Right-click the CloudDrive Agent tray icon in the notification area of the Windows taskbar, and
click Cloud Drive.
 Double-click on the Cloud Drive shortcut on your desktop
.
Windows Explorer opens displaying the contents of the cloud drive.
Each file is marked with an icon indicating its current synchronization status. Files and folders
that are in sync are marked with the
icon, and files that are currently synchronizing, or are
waiting to be synchronized, are marked with the
icon.
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4.9.4. Browsing the Cloud Drive Folder Online
You can browse the contents of your cloud drive online.
TO BROWSE A CLOUD DRIVE FOLDER ONLINE
 Access the cloud drive folder.
See Accessing the Cloud Drive Folder .

Right-click anywhere in the cloud drive folder, and click CloudDrive Agent > View
online.
If prompted to login, enter your login credentials. The CloudDrive Portal opens in your browser
displaying the Cloud Drive tab and the contents of the cloud drive folder.
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4.9.5. Syncing Local Folders to the Cloud Drive
This procedure adds a synced folder to your Cloud Drive. The new folder can be synced with
any pre-existing local folder on your CloudDrive agent computer or with a new local folder that
you create.
TO SYNC A NEW OR EXISTING CLOUDDRIVE AGENT FOLDER WITH YOUR CLOUD
DRIVE FROM WINDOWS EXPLORER

In Windows Explorer, right-click the folder.

Select CloudDrive Agent > Sync this folder.
A folder is created in the Cloud Drive and synced with the local folder you selected. While the
folder is being created, a progress window appears at the bottom right of your screen.
If the Overlay icons on files and folders check box is selected in the agent's Windows
Explorer Integration settings, the folder is overlayed with the
icon. For information on
configuring Windows Explorer Integration settings, see Configuring Windows Explorer
Integration Settings.
TO SYNC A NEW OR EXISTING CLOUDDRIVE AGENT FOLDER WITH YOUR CLOUD
DRIVE FROM THE WEB INTERFACE

In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears, with Synced with this computer selected. All folders on your
Cloud Drive that are currently synced with folders on the CloudDrive agent computer are
displayed.

Click Add Folders.
The Select a folder to sync dialog box appears:
The dialog box displays the folders on the CloudDrive agent computer. You can use the New
Folder button to add a subfolder if you wish.

Select the folder or subfolder you want to sync to the cloud.

Click Start Syncing. A folder is created in the Cloud Drive and synced with the local folder
you selected. The newly synced folder is now displayed in the Cloud Drive page under
Synced with this Computer.
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4.9.6. Syncing Cloud Drive Folders to Your Computer
This procedure starts syncing a selected folder on your CloudDrive Portal cloud drive with a local
CloudDrive agent folder. This can be any non-synced folder on the CloudDrive agent computer.
TO START SYNCING A CLOUD DRIVE FOLDER TO YOUR COMPUTER
 In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears, with Synced with this computer selected. All folders on
your Cloud Drive that are currently synced with folders on the CloudDrive agent computer are
displayed.

Select Other folders on cloud. The Cloud Drive page displays any cloud drive folders
that are not currently synced with the CloudDrive agent.

Click the
button for the folder you want to sync.
Folder-specific options appear.

Click Sync this Folder.

Do one of the following:
 If you want to sync the folder as a subfolder of the designated Cloud Drive folder (normally,
this folder is the share /cloud of the cloud gateway) with the CloudDrive agent Cloud Drive
folder, click Start Syncing.
A synced copy of the folder is created in the Cloud Drive folder of your CloudDrive
agent.

If you want to sync the folder to a folder other than the Cloud Drive folder:
 Click Sync to a different location.
 The Select a local folder to sync with "<foldername>" dialog box appears
(<foldername> is the name of the folder you are syncing).
 Select the local CloudDrive agent folder you want to sync with the folder. If you need to create
a new subfolder, select the folder under which you want to create it, and click New Folder.
 Click Start Syncing.
A synced copy of the folder is created at the location you selected.
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4.9.7. Stopping Syncing (of a Folder)
TO STOP SYNCING A FOLDER FROM WINDOWS EXPLORER
 In Windows Explorer, right-click the folder.

Select CloudDrive Agent > Stop syncing this folder.
TO STOP SYNCING A FOLDER FROM THE WEB INTERFACE
 In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears. Synced with this computer is selected. All folders on your
Cloud Drive that are currently synced with folders on the CloudDrive agent computer are
displayed.

Click
next to the folder you want to stop syncing.

Click Stop Syncing this Folder. The folder is no longer synced with the CloudDrive
agent folder.
4.9.8. Managing Synchronization Settings of a Synchronized Folder
Each Cloud Drive folder can be synced independently of other folders. You can manage
synchronization settings for any synced Cloud Drive folder when you need to change the
location of the synced folder on the CloudDrive agent computer or exclude a sub-folder from
syncing.
TO MANAGE SYNCHRONIZATION SETTINGS FOR A SYNCED CLOUD DRIVE FOLDER:
 In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears, with Synced with this computer selected. All folders on
your Cloud Drive that are currently synced with folders on the CloudDrive agent computer are
displayed.

Click the
button for the folder you want to manage.
Some folder-specific options appear.

Click Manage Synchronization Settings.
The Synchronized folder settings dialog box appears.
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
Do one of the following:
 If you want to sync the folder to a subfolder of the Cloud Drive folder, select Sync to the
Cloud Drive folder.
The local synced copy of the folder you selected is moved to the Cloud Drive folder.
 If you want to sync the folder to a folder other than the Cloud Drive folder:
- Select Sync to alternate local folder.
- Click
.
- The Select a local folder to sync with "<foldername>" dialog box appears
(<foldername> is the name of the folder you are syncing).
- Select the local CloudDrive agent folder you want to sync with the folder. If you need to
create a new subfolder, select the folder under which you want to create it, and click
New Folder.
- Click OK.
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
To exclude sub-folders, click Add in the Excluded sub-folders section.
A row is added to the Excluded sub-folders list.

Click in the row and type the name of a sub-folder you want to exclude from syncing.

Repeat the previous steps to add more sub-folders as necessary until all the folders you
want to exclude are listed.

Click OK.
Your changes are applied.
4.9.9. Suspending/Unsuspending Cloud Drive Synchronization
TO SUSPEND ALL CLOUD DRIVE SYNCHRONIZATION
 In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears.

Click Suspend.
Cloud drive synchronization is suspended.
TO UNSUSPEND CLOUD DRIVE SYNCHRONIZATION
 In the navigation pane, click Main > Cloud Drive.
The Cloud Drive page appears.

Click Unsuspend.
Cloud drive synchronization is no longer suspended, and you can now configure the desired
settings.
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4.10. Collaborating on Cloud Drive Folders
If you are connected to a team portal, you can share a cloud drive folder and invite co-workers
to access the folder.
Tip
If you are connected to a reseller portal and you want to share folders, see
Sharing Files with Guest Invitations.
4.10.1. Cloud Folder Collaboration Overview
Team portals support two types of cloud drive folders (depending on portal settings):
 Personal. These folders are created under the owner's namespace and can be shared
by the owner with other portal users. Personal folders may be used for personal use and
can be used for ad-hoc collaboration.

Project. These folders are created under the /projects folder in the team portal's cloud
folders hierarchy. They are ideal for storing and sharing organization or team wide
projects. Only users who are team portal administrators and have project administration
permissions may create projects or convert a personal folder into a project and control
who can access each project.
Tip
Personal folders and projects are features that are enabled or disabled on the
portal level by portal administrators.
You can add co-workers to the sharing settings for a shared project or personal folder. Those
co-workers receive an email notification inviting them to collaborate on the project or personal
folder. They can then view files in the project or personal folder and/or add files and folders to
the project, depending on their permissions.
4.10.2. Organization and Naming of Shared Cloud Folders
Personal folders owned by you appear directly under the root in your cloud drive folder
hierarchy.
Personal folders that other users share with you appear in your cloud drive under the folder
owner's name, under the Shared with me node of the folder hierarchy.
Project folders appear under the projects folder in the team portal folders hierarchy
There is no restriction on the names of personal folders, even if they are shared, since they are
located under their owner's namespace. Two users may have and share with others a personal
folder with the same name. Project folders must have unique names.
By default, each user has an automatically created personal folder called “myfiles” which is
synchronized to the cloud by default (the name of this folder can be changed by the team portal
administrator).
Following is an example of a cloud drive folder hierarchy including personal folders, project
folders, and folders shared with the user by other users.
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4.10.3. Creating Projects
Creating a project in a team portal requires project administration permissions.
TO CREATE A PROJECT
 Browse the cloud drive folder online.
See Browsing the Cloud Drive Folder Online.

Navigate to the /projects folder.

Click New Folder.
The Choose a name dialog box appears.

Type a name for the project.

Click OK.
A new folder with the name you chose appears in the projects share. The folder is defined as a
project, by default, and you are the project owner. To modify these details and/or share the
project, see Sharing Cloud Drive Folders.
4.10.4. Sharing Cloud Drive Folders
Any cloud drive folder can be shared with other users.
TO SHARE A CLOUD DRIVE FOLDER
 Browse the cloud drive folder online.
See Browsing the Cloud Drive Folder Online.
 Select the folder you want to share.

From the Actions menu, select Manage Sharing.
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The folder's sharing management dialog box appears.

In the Name field, modify the project name if desired.

(Optional) In the Description field, type a description of the project.

In the Folder type field, select the type of folder:
 Personal. The folder will appear under the owner's namespace (see next step) and can be
shared by the owner with other portal users.
 Project. The folder will appear under the /projects folder in the team portal's cloud folders
hierarchy. Only users who are team portal administrators and have project administration
permissions may create projects or convert a personal folder into a project.

Specify the project owner, by doing the following in the Owner area:
 In the Local Users drop-down list, select one of the following:
- Local Users. Search the user accounts defined locally on the portal.
- Domain domain Users. Search the user accounts belonging to the domain called
domain.

In the Quick Search field, type a string that appears anywhere within the name of the
user account you want to add, then click
.
A table of user accounts matching the search string appears.
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
Select the desired user account in the table.
The user account appears in the Quick Search field.

To add a member to the project, do the following in the Who has access area:
 In the Local Users drop-down list, select one of the following:
- Local Users. Search the user accounts defined locally on the portal.
- Domain domain Users. Search the user accounts belonging to the domain called
domain.
- Local Groups. Search the user groups defined locally on the portal.
- Domain domain Groups. Search the user groups belonging to the domain called
domain.
 In the Quick Search field, type a string that appears anywhere within the name of the user
account or user group you want to add, then click
.
A table of user accounts or user groups matching the search string appears.
 Select the desired user account or user group in the table.
The user account or user group appears in the Quick Search field.
 Click Add.
The user account or user group appears in the list.

In the project member's row, click the Permission field, and do one of the following:
 To specify that the member should be able to add, edit, and delete files and folders in this
project, select Read-Write.
 To specify that the member should only be able to view files and folders in this project, select
Read-Only.

To specify an expiration date for a member, do the following:
 In the project member's row, click the Expiration field, and then click
.
A calendar appears.
 Select the date on which the member's access should end.
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The Expiration column is updated accordingly.

To delete a project member, click

Click Save.
in the desired project member's row.
The project is saved with the new sharing settings.
If the mail server is set up, and email addresses are defined for the users you added as project
members, the CloudDrive Portal will send email notifications to the new project members,
inviting them to collaborate on the project.
MODIFYING CLOUD DRIVE FOLDER SHARING SETTINGS
You can modify the cloud drive folder sharing settings, such as who has access to the folder, the
folder type, and the folder owner.
TO MODIFY A CLOUD DRIVE FOLDER'S SHARING SETTINGS
 Browse the cloud drive folder online.
See Browsing the Cloud Drive Folder Online

Select the folder you want to modify.

From the Actions menu, select Manage Sharing.
The folder's sharing management dialog box appears.

In the Name field, modify the project name if desired.

(Optional) In the Description field, type a description of the project.

In the Folder type field, select the type of folder:
 Personal. The folder will appear under the owner's namespace (see next step) and can be
shared by the owner with other portal users.
 Project. The folder will appear under the /projects folder in the team portal's cloud folders
hierarchy. Only users who are team portal administrators and have project administration
permissions may create projects or convert a personal folder into a project.

Specify the project owner, by doing the following in the Owner area:
 In the Local Users drop-down list, select one of the following:
- Local Users. Search the user accounts defined locally on the portal.
- Domain domain Users. Search the user accounts belonging to the domain called
domain.
 In the Quick Search field, type a string that appears anywhere within the name of the user
account you want to add, then click
.
A table of user accounts matching the search string appears.
 Select the desired user account in the table.
The user account appears in the Quick Search field.

To add a member to the project, do the following in the Who has access area:
 In the Local Users drop-down list, select one of the following:
- Local Users. Search the user accounts defined locally on the portal.
- Domain domain Users. Search the user accounts belonging to the domain called
domain.
- Local Groups. Search the user groups defined locally on the portal.
- Domain domain Groups. Search the user groups belonging to the domain called
domain.
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 In the Quick Search field, type a string that appears anywhere within the name of the user
account or user group you want to add, then click
.
A table of user accounts or user groups matching the search string appears.
 Select the desired user account or user group in the table.
The user account or user group appears in the Quick Search field.
 Click Add.
The user account or user group appears in the list.

In the project member's row, click the Permission field, and do one of the following:
 To specify that the member should be able to add, edit, and delete files and folders in this
project, select Read-Write.
 To specify that the member should only be able to view files and folders in this project, select
Read-Only.

To specify an expiration date for a member, do the following:
 In the project member's row, click the Expiration field, and then click
.
A calendar appears.
 Select the date on which the member's access should end.
The Expiration column is updated accordingly.

To delete a project member, click

Click Save.
in the desired project member's row.
The project is saved with your changes.
If the mail server is set up, and email addresses are defined for the users you added as project
members, the portal will send email notifications to the new project members, inviting them to
collaborate on the project.
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4.11. Sharing Files with Guest Invitations
You can share files and folders in your cloud drive folder with other people, both inside and
outside your network, by sending them a guest invitation for the desired files/folders.
The guest invitation includes a URL, which when clicked allows the invitee to view or edit the
files/folders from anywhere, using a Web-based file manager. Upon clicking the URL or path,
invitation recipients are granted read-only or read-write access to the shared files/folders.
4.11.1. Sending Guest Invitations
TO SEND A GUEST INVITATION FOR A FILE OR FOLDER
 Access the cloud drive folder.
See Accessing the Cloud Drive Folder.

Right-click in the desired folder or a file/folder in it, and click CloudDrive Agent >
Invite guest.
The CloudDrive Portal opens in your browser. After you log in, CloudDrive Portal displays the Cloud Drive
tab with the Share by Email dialog box open.

In the Email addresses field, fill in the email address of the person with whom you
want to share the file/folder.

In the Custom Message field, enter any custom message you want to include in the
email.

In the Type field, select one of the following:
 To grant the invitation recipient read-only access to the file/folder, choose Read Only.
 To grant the invitation recipient read-write access to the file/folder, choose Read/Write.

In the Protection Level field, select which protection level to apply to protect the
invitation from being accessed by unintended recipients. Any of the following options
may be available:
 Public Link - A public link is a time limited link containing a secret access code to the folder or
file. Public links can be freely forwarded by the recipient to any other person, and can also be
posted on public websites and so on.
 Verify with Email - This level applies two factor authentication. The recipient receives a time
limited authenticated link to the file or folder. On every access, a new 6 digit passcode
challenge is sent to the recipient by email to the invitation. The recipient must enter the
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passcode before accessing the file or folder. This ensures that the invitation is not usable in
case the invitation link is accidentally forwarded to another person, or posted on a public
website.
 Registered Users - This is the highest protection level. The recipient receives a time limited
authenticated link to the file or folder and is required to authenticate to the portal using a valid
username and password before accessing the file or folder.

In the Expires field, select the date on which you want the invitation to expire.

Click Invite. A message box appears, indicating that the invitation was created
successfully.

Click OK. The invitation is sent to the specified email address.
4.11.2. Viewing Active Guest Invitations
TO VIEW ACTIVE GUEST INVITATIONS

Browse the cloud drive folder online.
See Browsing the Cloud Drive Folder Online.

Click My Invitations.
The Manage Invitations window opens.
For each invitation the information in the following table is displayed.

To view an individual invitation, select the desired invitation, and then click View
Invitation.
The Send Invitation dialog box opens displaying the invitation.
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
Click Close.
Table 8: Active Guest Invitations Information
This field...
User
Displays...
The name of the user who sent the guest invitation.
This field only appears when viewing all guest invitations in the
system.
Expires On
The date on which the guest invitation expires.
Path
The path to the shared file/folder on the cloud drive.
Access
The type of access granted to the invitation recipient (Read
Only or Read/Write).
Protection Level
The protection level used for protecting the invitation from
unauthorized access. Possible values:
Email addresses

Public Link - A public link is a time limited link
containing a secret access code to the folder or
file. Public links can be freely forwarded by the
recipient to any other person, and can also be
posted on public websites and so on.

Verify with Email - This level applies two factor
authentication. The recipient receives a time
limited authenticated link to the file or folder. On
every access, a new 6 digit passcode challenge is
sent to the recipient by email to the invitation. The
recipient must enter the passcode before accessing
the file or folder. This ensures that the invitation is
not usable in case the invitation link is accidentally
forwarded to another person, or posted on a public
website.

Registered Users - This is the highest protection
level. The recipient receives a time limited
authenticated link to the file or folder and is
required to authenticate to the portal using a valid
username and password before accessing the file
or folder.
The email addresses to which the invitation was sent.
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4.11.3. Deleting Active Guest Invitations
TO DELETE AN ACTIVE GUEST INVITATION
 Browse the cloud drive folder online.
See Browsing the Cloud Drive Folder Online.

Click My Invitations.
The My Invitations window opens.

Select the desired invitation, and then click Delete.
A confirmation message appears.

Click Yes.
The guest invitation is deleted.

Click Close.
4.12. Restoring Files from Cloud Backup
4.12.1. Restoring Files and Folders from the Cloud Backup Control Panel
You can restore individual files or folders that were backed up to cloud storage. Alternatively,
you can simultaneously restore all backed up files and folders, in order to roll back your disk
contents to a previous point in time.
Note that if the same files already exist on your computer, they will be overwritten with the files
you selected for restoration. Files that have been deleted since the date of the selected files will
be recreated. Files that exist on your computer, but which do not exist in cloud storage or were
not selected for restoration, will not be affected.
To restore files, the CloudDrive Agent must be connected to the CloudDrive Portal.
TO RESTORE BACKED UP FILES FROM THE CLOUD BACKUP CONTROL PANEL

In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.
 Click Restore.
The Restore Files Wizard opens, displaying the Select Files to Restore dialog box.
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
In the Snapshot drop-down list, select the date and time of the snapshot from which
you want to restore files.

Specify which files and folders you want to restore, by doing any of the following:
 To select individual files and folders:
- In the left pane, expand the nodes and click on the desired folders.
The folder contents appear in the right pane.
- Select the check boxes next to the desired folders and files.
For an explanation of the icons and check boxes next to each folder, see Folder Icons.
 To select all files, click Select All.
 To un-select all files, click Clear All.

If you want to restore files to a location other than the original location:
 Click in the Restore to Folder field. The Folder Browser dialog box appears.
 Select the folder to which you would like to restore the files.
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 Click Close.

Click Next.
The Restore Files dialog box appears.

Specify how the CloudDrive Portal should handle files that exist both on your drive and in
the selected backup, by doing one of the following:
 To specify that the files on the local computer should be overwritten by the files in the cloud
backup, choose Overwrite the destination file.
 To specify that the files on the local computer should be overwritten by the files in the cloud
backup only if the file in the cloud backup is newer, select Overwrite the original file, if the
restored file is newer.
 To specify that the files on the local computer should have the modification date appended to
their name, choose Append modification date to the file name.

Click Next.
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The Wizard Completed screen appears.

Click Finish.
A progress bar appears, and the files are restored from the selected backup.

To toggle the information displayed under the progress bar, do one of the following:
 To display the effective throughput (in Kbit/sec), click the
effective throughput.
 To display the bandwidth usage (in bit/sec), click the
usage.
icon, and then click Show
icon, and then click Show bandwidth
4.12.2. Canceling the Current Restore Process
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When restoring files from the Cloud Backup Control Panel, you can cancel a running file restore
process.
TO CANCEL THE CURRENT RESTORE PROCESS
 In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.
 Click Cancel.
The current restore process is canceled.
4.13. Enabling/Disabling Remote Access
You can enable and disable administration of the CloudDrive agent from the portal.
TO ENABLE REMOTE ACCESS
 In the Configuration tab's navigation pane, click Cloud Services > Remote Access.
The Remote Access page appears.

Slide the lever to the On position.
Remote access is enabled.
A link appears, which you can click on to view a remote management page. You can keep this link in your
browser bookmarks, for remote access to this CloudDrive agent.
TO DISABLE REMOTE ACCESS
 In the Configuration tab's navigation pane, click Cloud Services > Remote Access.
The Remote Access page appears.
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
Slide the lever to the Off position.
Remote access is disabled.
4.14. Configuring Event Log Settings
You can configure settings for the CloudDrive agent Event Log, including log storage and the log
level to display.
TO CONFIGURE EVENT LOG SETTINGS
 Do one of the following:
 In the navigation pane, click Advanced > Log Settings.
 When viewing any log category, click Settings.
See Viewing Logs.
The Log Settings page appears.

Complete the fields using the information in the following table.

Click Save.
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Table 9: Log Settings Fields
In this field...
Log Level
Do this...
Select the minimum log level to display in the CloudDrive Agent
Web interface.
For example, if you select Critical, then only Alert, Critical,
and Emergency logs will appear in the CloudDrive Agent Web
interface.
The default value is Info.
Cloud Backup Log
Level
CloudDrive Agent logs all backup and restore operations.
Specify whether CloudDrive Agent should display additional
information about files that are backed up and restored, by
selecting one of the following:

Log Every File. Provide additional information
about all backed up and restored files.

Log Errors Only. Only provide additional
information about files for which errors occurred
during backup and restore operations.

No Logging. Do not provide additional
information about backed up and restored files.
The additional information includes file name, deduplication
ratio, and more. See Viewing Backup Logs (see "Viewing
Cloud Backup Logs".
The default level is Log Errors Only.
4.15. Viewing Logs
The CloudDrive Agent Event Log includes the following log categories:
Table 10: Log Categories
This log
category...
Displays...
System
General CloudDrive Agent events, including connecting to the
CloudDrive Portal, disconnecting from the CloudDrive Portal, and
so on
Cloud Backup
Events related to cloud backup or restore operations
Cloud Sync
Events related to cloud drive synchronization operations
Access
Events related to user access to the CloudDrive Agent Web
interface
Audit
Changes to the CloudDrive Agent configuration
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VIEWING SYSTEM LOGS
TO VIEW SYSTEM LOGS
 In the navigation pane, click Advanced > Log Viewer.
The Log Viewer page appears displaying the system logs.
Tip
If the Log Viewer is already open and a different log category is
displayed, in the Select Topic drop-down list, select System.
The following information is displayed:
Table 11: System Log Fields
This field...
Displays...
Type
An icon indicating the log level. See Log Levels.
Date
The date and time at which the event occurred.
User
The user who triggered the event.
Details
A description of the event.
More Info
Additional information about the event.
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Table 12: Log Levels
 Icon
 Log Level
Emergency
Alert
Critical
Error
Warning
Notice
Info
Debug
VIEWING CLOUD BACKUP LOGS
TO VIEW CLOUD BACKUP LOGS
 Do one of the following:
 To access Cloud Backup logs from the Cloud Backup Control Panel page, click History.
 To access Cloud Backup logs from the Log Viewer:
- In the navigation pane, click Advanced > Log Viewer.
The Log Viewer page appears.
- In the Select Topic drop-down list, select Cloud Backup.
The Cloud Backup logs appear. For information on the displayed fields, see the following tables.
Tip
By default, the lower pane will appear displaying all files for which an
error occurred during backup. However, if you disabled additional logging
for backup operations, the lower pane will not appear. For information on
configuring the logging level, see Configuring Event Log Settings.

To view additional logging information for a backup operation, click on the desired
operation in the upper pane.
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Information about files included in the backup operation appears in the lower pane.
Table 13: Cloud Backup Log Upper Pane Fields
This field...
Displays...
Type
An icon indicating the log level. See Log Levels.
Start Time
The date and time at which the backup operation started.
Mode
The operation mode, Backup or Restore.
Type
The type of backup, Manual or Scheduled.
Duration
The amount of time the backup operation took.
Result
The result of the backup operation.
Files
The number of files to be backed up.
Size
The total size of the files to be backed up.
Transferred
Files
The number of files transferred to cloud storage during the
backup operation.
Transferred Size The size of the files transferred to cloud storage during the
backup operation.
Changed Files
The number of files that changed since the last backup
operation.
Changed Size
The total size of the files that changed since the last backup
operation.
More Info
Additional information about the event.
Table 14: Cloud Backup Log Lower Pane Fields
This field...
Type
Displays...
An icon indicating whether backup was successful (
) or not (
).
Operation
The operation performed (create, delete, modify, or
rename).
File Name
The name of the backed up file.
Path
The path to the backed up file.
Duration
The amount of time backup took for the file.
Size
The size of the file.
Transferred Size The size of the file transferred to cloud storage.
Dedup Ratio
The deduplication ratio for the file.
Result
The result of the backup operation.
More Info
Additional information about the event.
VIEWING CLOUD SYNC LOGS
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TO VIEW CLOUD SYNC LOGS
 In the navigation pane, click Advanced > Log Viewer.
The Log Viewer page appears.

In the Select Topic drop-down list, select Cloud Sync.
The Cloud Sync logs appear.
The following information is displayed:
Table 15: Cloud Sync Log Fields
This field...
Displays...
Type
An icon indicating the log level. See Log Levels.
Operation
Duration
The synchronization operation performed:
New. A new file or directory was created.
Updated. A file or directory was updated.
The synchronization operation's direction:
In. From the cloud drive to the local drive.
Out. From the local drive to the cloud drive.
The name of the file transferred during the
synchronization operation.
The path to the file transferred during the
synchronization operation.
The date and time at which the synchronization operation
started.
The amount of time the synchronization operation took.
Size
The size of the synchronized file.
Transferred Size
The actual amount of data transferred.
Dedup Ratio
The deduplication ratio for the file transferred during the
synchronization operation.
The result of the synchronization operation.
Additional information about the event.
Direction
File Name
Path
Start Time
Result
More Info
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VIEWING ACCESS LOGS
TO VIEW ACCESS LOGS
 In the navigation pane, click Advanced > Log Viewer.
The Log Viewer page appears.
In the Select Topic drop-down list, select Access.

The Access logs appear.
The following information is displayed:
Table 16: Access Log Fields
This field...
Displays...
Type
An icon indicating the log level. See Log Levels.
Date
The date and time at which the event occurred.
User
The user that triggered the event.
Protocol
The protocol used when triggering the event:
GUI
CIFS (Windows File Sharing)
AFP
FTP
NFS
RSync
CloudDrive Agent
WebDAV
Details
A description of the event.
Client IP
The IP address from which the user triggered the event.
More Info
Additional information about the event.
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VIEWING AUDIT LOGS
TO VIEW AUDIT LOGS
 In the navigation pane, click Advanced > Log Viewer.
The Log Viewer page appears.

In the Select Topic drop-down list, select Audit.
The Audit logs appear.
The following information is displayed:
Table 17: Audit Log Fields
This field...
Displays...
Action
The action type. See Audit Log Action Types.
Date
The date and time at which the event occurred.
User
The user who performed the action.
Type
The type of setting that was affected by the action.
For example, if user JohnS was deleted, this column displays
"Users".
Target
The object that was affected by the action.
For example, if user JohnS was deleted, this column displays
"JohnS".
More Info
Additional information about the event.
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Table 18: Action Types
Icon
Label
Description
Added
An object was added to the CloudDrive agent Web
interface.
Deleted
An object was deleted from the CloudDrive agent Web
interface.
Modified
An object was modified.
Formatted
A disk was formatted.
Expanded
An array was enlarged.
Disabled
A setting was disabled.
Enabled
A setting was enabled.
FILTERING LOGS
In any log category, you can filter the logs so that only those with a certain minimum log level are
displayed.
Tip
For information on configuring the default minimum log level to display in
all log pages, see Configuring Event Log Settings.
TO FILTER LOGS IN A LOG CATEGORY
 View the desired log category.
See Viewing Logs.

In the Minimum Severity drop-down list, select the minimum log level to display in this
category.
For example, if you select Critical, then only Alert, Critical, and Emergency logs will be displayed.
The logs are filtered accordingly.
Clearing Logs
You can clear logs for any log category.
To clear logs for a log category

View the desired log category.
See Viewing Logs.

Click Clear.
A confirmation message appears.

Click Yes.
The logs in this category are cleared.
EXPORTING LOGS
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You can export logs in any category to a Comma-Separated Values (*.csv) file on your computer, which you
can view in Microsoft Excel as a worksheet.
To export logs in a log category

View the desired log category.
See Viewing Logs

Click Export to Excel.
The logs are exported.
4.16. Configuring Windows Explorer Integration Settings
TO CONFIGURE WINDOWS EXPLORER INTEGRATION SETTINGS

In the navigation pane, click Advanced > Explorer Integration.
The Windows Explorer Integration page appears.

Complete the fields using the information in CloudDrive Agent Explorer Integration
Fields.

Click Save.
4.17. Configuring the CloudDrive Agent Language
You can configure the language to be displayed in the CloudDrive Agent's interface.
The following languages are supported: English, French, German, Hebrew, Italian, Polish, Spanish, and
Portuguese.
Tip
When you install CloudDrive agent for Windows, the CloudDrive agent automatically
uses the language defined on the PC. If the language is not supported, then English
is used by default.
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TO CONFIGURE THE CLOUDDRIVE AGENT LANGUAGE
 In the navigation pane, click Advanced > Regional Settings.
The Regional Settings page appears, displaying the date, time, and time zone currently configured on
the CloudDrive Agent.

Click Change Language.
The Set Interface Language dialog box appears.

In the Interface Language drop-down list, select your language.

Click Save.
4.18. Viewing the Agent Status
TO VIEW THE CLOUDDRIVE AGENT'S STATUS
 Click the CloudDrive Agent tray icon in the system tray.
The CloudDrive Agent screen appears.
The screen is composed of the following parts:

Main frame. Displays the available types of backup, along with controls for performing
these backups and restoring from the created backup files. Under each type of backup,
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the amount of time since the last backup is displayed, as well as an indication of whether
the backup was successful. Mousing over the backup result displays a tooltip with
additional details about the backup.
If cloud sync is in process, the number of files remaining for upload or download, and
the current transfer speed, are displayed. If a single file is being uploaded/downloaded,
then the file name is displayed as well.

Status bar. Displays the amount of time remaining until the next automatic backup. The
icon indicates that the CloudDrive Agent is in Cloud mode.
4.19. Viewing Agent Details
You can view CloudDrive Agent details, including its version, the operating system on which it is installed,
and copyright information.
TO VIEW CLOUDDRIVE AGENT DETAILS
 Right-click the CloudDrive Agent tray icon in the system tray, and click About.
The About CloudDrive Agent screen appears.

To view the end user license agreement and services agreement, click Legal
Information.

To close the window, click OK.
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5. Restoring System State Data, NTDS, and SYSVOL
This chapter explains how to restore a server's system state data, NTDS (Active Directory), and
SYSVOL.
5.1. Restoring from a System State Backup on Windows 2003 Server SP2
This procedure restores a server's system state data, including the following:

The computer name

IP address

Registry

COM+ Class Registration database

Files under Windows File Protection
Tip
Depending on the server’s configuration, the system state data may include
the following, as well:
 The Certificate Services database, if the server is a certificate server

Active Directory directory service, if the server is a domain
controller

The SYSVOL directory, if the server is a domain controller

Cluster service information, if the server is part of a cluster

IIS Metadirectory, if the ISS is installed
Any other role which was previously installed and is not listed above must
be manually installed, for example roles such as DNS, DHCP, and so on.
TO PREPARE FOR SYSTEM STATE RESTORATION
 Install the following on your computer:
 Windows 2003 Server SP2
 CloudDrive Agent

Obtain the system state backup file, by doing one of the following:
 In Cloud mode, do the following:
- Connect the CloudDrive Agent to the CloudDrive Portal.
See Connecting the Agent to the CloudDrive Portal (see "Connecting the
CloudDrive Agent to the CloudDrive Portal".
- Ask the portal administrator to associate the old CloudDrive Agent's backup folder with
your new CloudDrive Agent.
- Restore the system state backup file from the CloudDrive Portal to your computer.
See your CloudDrive cloud gateway's user guide, Restoring Files and Folders from
the Cloud Backup Control Panel
TO RESTORE FROM A SYSTEM STATE BACKUP
 Restart the computer.

Press the F8 key.
The boot menu appears.
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
Choose Directory Services Restore Mode (Domain Controllers Only).

Login using the local administrator account.

In the START menu, click Programs > Accessories > System Tools > Backup.
The Backup or Restore Wizard opens.

Click Next.
The Backup or Restore dialog box appears.

Choose Restore files and settings.

Click Next.
The What to Restore dialog box appears.
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
Click Browse, and browse to the system state backup file.
The file appears in the Items to restore pane.

In the Items to restore pane, select System State.

Click Next.
The Completing the Backup or Restore dialog box appears.

Click Finish.
The Restore Progress window opens and tracks the progress of system state restoration.
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
Once restoration is complete, click Close.
A message appears asking whether you want to restart the computer.

Click Yes.

Allow the computer to boot normally, and log in with the domain administrator account.
Once Windows has finished starting up, a message appears asking whether you want to restart the
computer.

Click Yes
5.2. Restoring NTDS (Active Directory) and SYSVOL Applications on Windows 2003 /
2008 Server
The following procedure can be used to restore NTDS (Active Directory), SYSVOL, or both
simultaneously, to the same server.
TO RESTORE NTDS AND/OR SYSVOL IN CLOUD MODE
 Restart the computer.

Press the F8 key.
The boot menu appears.

Choose Directory Services Restore Mode (Domain Controllers Only).

Do one of the following:
 In Windows 2003 Server, log in using the restore mode administrator account.
 In Windows 2008 Server, log in using the local administrator account, by specifying the
following user name: <ComputerName>\Administrator.

Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and click Restore.
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The Restore Files Wizard opens displaying the Select Files to Restore dialog box.

Select the NTDS and/or SYSVOL folder(s).

Click Next.
The Restore Files dialog box appears.

Choose Overwrite the destination file.

Click Next.
The Wizard Completed screen appears.
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
Click Finish.

Restart the computer and allow it to boot normally.
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6. Backing Up and Restoring Hyper-V Virtual Machines
This chapter explains how to backup your Microsoft Hyper-V Server Virtual Machines (VMs) and
restore them from a file-level backup
6.1. Backing Up and Restoring Microsoft Hyper-V VMs in Cloud Mode
If your CloudDrive Agent is connected to the CloudDrive Portal, use the following procedures to
backup and restore your Hyper-V Server VMs.
BACKING UP MICROSOFT HYPER-V SERVER VMS (CLOUD MODE)
TO BACK UP MICROSOFT HYPER-V SERVER VMS
 Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and then click Settings.
If you are prompted for a username-password authentication, enter your credentials.
The CloudDrive Agent Web interface opens in your Web browser, displaying the Cloud Backup
Control Panel page.

In the navigation pane, click Backup Options > Backup Applications.
The Backup Applications page appears.
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
Click on the + icons to expand the All Applications > Microsoft Hyper-V VSS
Writer node, then select the check boxes next to the VMs you would like to back up.
You can select all VMs, by selecting the Microsoft Hyper-V VSS Writer check box.
 Click Save.

In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.

Click Backup Now.
A progress bar appears, and the Microsoft Hyper-V Server VMs are backed up.
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RESTORING MICROSOFT HYPER-V SERVER VMS (CLOUD MODE)
This procedure explains how to restore some or all Hyper-V Server VMs.
TO RESTORE MICROSOFT HYPER-V SERVER VMS
 Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and then click Restore.
The Restore Files Wizard opens displaying the Select Files to Restore dialog box.

Click on the + icons to expand the All Applications > Microsoft Hyper-V VSS
Writer node, then select the check boxes next to the VMs you would like to restore.
You can select all VMs, by selecting the Microsoft Hyper-V VSS Writer check box.
 Click Next.
The Restore Files dialog box appears.
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
Choose Overwrite the destination file.

Click Next.
The Wizard Completed screen appears.

Click Finish.
Tip
You can monitor the restoration process from the CloudDrive Cloud Agent's Web
Interface.
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7. Backing Up and Restoring SQL Server Databases
This chapter explains how to backup your Microsoft SQL server databases and restore them
from a file-level backup.
7.1. Backing Up and Restoring SQL Server Databases in Cloud Mode
If your CloudDrive Agent is connected to the CloudDrive Portal, use the following procedures to
back up and restore your SQL server databases.
BACKING UP SQL SERVER DATABASES (CLOUD MODE)
TO BACK UP SQL SERVER DATABASES
 Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and then click Settings.
If you are prompted for a username-password authentication, enter your credentials.
The CloudDrive Agent Web interface opens in your Web browser, displaying the Cloud Backup
Control Panel page.

In the navigation pane, click Backup Options > Backup Applications.
The Backup Applications page appears.
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
Click on the + icons to expand the All Applications node, then select the SQL Server
databases you want to back up.

Click Save.

In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.
 Click Backup Now.
A progress bar appears, and the Microsoft SharePoint Server is backed up.
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RESTORING SQL SERVER DATABASES (CLOUD MODE)
This procedure explains how to restore an entire SQL Server database.
Tip
In order to restore databases backed up by CloudDrive to a new server
instance, make sure the new server meets the following requirements:
The SQL version on the new server is the same as the SQL version on the old
server.
The computer name of the new server is the same as the computer name of the
old server.
The SQL Server name on the new server is the same as the SQL Server name on
the old server.
TO RESTORE SQL SERVER DATABASES
 Connect your CloudDrive Agent to the CloudDrive Portal.
For information, refer to the CloudDrive Agent User Guide.
 Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and click Restore.
The Restore Files Wizard opens displaying the Select Files to Restore dialog box.

Expand the list using the + icon and select the databases you would like to restore.

Click Next.
The Restore Files dialog box appears.
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Choose Overwrite the destination file.
 Click Next.
The Completing the Restore Files Wizard screen appears.

Click Finish.
Tip
You can monitor the restoration process from the CloudDrive Cloud Agent's
Web Interface.
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8. Backing Up and Restoring an Exchange Server
This chapter explains how to back up your Microsoft Exchange Server and restore it from a filelevel backup.
8.1. Backing Up and Restoring Microsoft Exchange in Cloud Mode
If your CloudDrive Agent is connected to the CloudDrive Portal, use the following procedures to
backup and restore your Exchange Server.
BACKING UP MICROSOFT EXCHANGE SERVER (CLOUD MODE)
TO BACK UP MICROSOFT EXCHANGE SERVER
 Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and then click Settings.
If you are prompted for a username-password authentication, enter your credentials.
 The CloudDrive Agent Web interface opens in your Web browser, displaying the Cloud
Backup Control Panel page.

In the navigation pane, click Backup Options > Backup Applications.
The Backup Applications page appears.
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
Click on the + icons to expand the All Applications node, then select the Exchange
Replication Service check box.

Click Save.

In the navigation pane, click Main > Cloud Backup.
The Cloud Backup Control Panel page appears.
 Click Backup Now.
A progress bar appears, and the Microsoft Exchange Server is backed up.
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RESTORING MICROSOFT EXCHANGE SERVER (CLOUD MODE)
Tip
This procedure is supported when restoring to the same instance.
Tip
This procedure explains how to restore the entire mailbox database.
Brick-level add-on is also available for performing brick-level restore. To obtain
the demo, visit: www.ctera.com/exchange-recovery
To purchase the full version, contact the CloudDrive Sales Team at
info@ctera.com.
TO RESTORE MICROSOFT EXCHANGE SERVER
 Right-click on the CloudDrive Agent tray icon in the notification area of the Windows
taskbar, and then click Restore.
The Restore Files Wizard opens displaying the Select Files to Restore dialog box.

Click on the + icons to expand the Applications > Exchange Replication Service node,
then select the check box next to the mailbox database you would like to restore.

Click Next.
The Restore Files dialog box appears.
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
Choose Overwrite the destination file.

Click Next.
The Wizard Completed screen appears.

Click Finish.
Tip
You can monitor the restoration process from the CloudDrive Cloud Agent's Web
Interface.
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9. Using Pre/Post Backup Scripts
CloudDrive Agent includes pre-backup and post-backup scripts, which are shell scripts that are
executed before and after the backup, respectively. You can use these scripts to perform
necessary actions before the backup (for example, dumping a database to a file) and after the
backup (for example, deleting temporary files that were created by the pre-backup script).
The scripts return an exit code of 0 for success or any other value for failure. Upon failure, the
pre-backup script's output is automatically saved to C:\ProgramData\CloudDrive\CloudDrive
Agent\pre-backup.log, and the post-back script's output is automatically saved to
C:\ProgramData\CloudDrive\CloudDrive Agent\post-backup.log.
a
Tip
The pre-backup and post-backup scripts are executed or terminated as follows:
If the pre-backup script fails, the backup process does not run, and the postbackup script is executed immediately.
The post-backup script is executed regardless of whether the pre-backup script
succeeded or failed.
If the user cancels backup, both the pre-backup and post-backup scripts will still
run to completion.
If a script runs longer than 20 minutes, an error is considered to have occurred,
and the script is terminated.
To use the pre-backup or post-backup script
 Open the desired script in any text editor.
The location of the pre-backup script is: C:\ProgramData\CloudDrive\CloudDrive Agent\prebackup.cmd
The location of the post-backup script is: C:\ProgramData\CloudDrive\CloudDrive Agent\postbackup.cmd

Edit the script as desired.
Here is an example of a pre-backup script:
‘* Prepare for backup here…
C:\MyDatabase\dump-database > c:\backup-files\db-dump.txt
‘* This script returns success result code
exit 0
Here is an example of a post-backup script:
‘* Clean up
del c:\backup-files\db-dump.txt
‘* This script returns success result code
exit 0
 Save the script.
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