Adding a new account

To add a new Account (=client company), go to the Accounts page and choose Add account.

ADDING CONTACT DETAILS

Fill in the requested fields on Information page and click Save.

ADDING LICENSE DATA    

1. To add license data for a new account, move onto the License page

2. In Nexetic Endpoint Backup license settings you can define how many workstations or laptops need to be backed up, how much disk space is needed etc.

•  Endpoints refers to the number of individual devices - workstations or laptops - that need to be backed up in the company. If a user has multiple devices (e.g. a workstation and a laptop), a separate license is needed for each device.

• In the Disk space menu, you can select the average amount of storage reserved per user. The available options are 25 GB, 50 GB, and Unlimited. Note that disk space is allocated per account (client company) and shared among all users within that account.

• Total space Endpoints shows the total disk space reserved for the account, calculated as:
  Number of Endpoints × Disk space per end user.
• In User limit, you can set a maximum disk space that an individual end user cannot exceed. The default value of 0 means this limit is disabled, allowing a user to exceed their average reserved disk space—provided the total allocated space for all users is not exceeded.

3. No changes are needed for the following fields:

• Created: The date the account was added to the system.

• Valid to: The expiration date of the current license. By default, licenses are valid for one year from the purchase date. Nexetic will automatically renew licenses annually.

• Type: Indicates whether the license is Purchased or Trial. Vendors can assign trial licenses valid for one month, with the option to extend once for an additional month (maximum of 2 months total).

4. Once you have finished with adding the license data, click Save.

CHECKING CLIENT SETTINGS

All settings for client accounts have been copied over from the Service Provider's settings (i.e. default settings). 

NOTE: Account's default settings don't need to be changed unless there is a specific need to do so.

If needed, you can change any of these values.

ENDPOINT BACKUP

     1)   Go to Settings and Endpoint Backup to define settings for the Nexetic Backup for Laptop users.

     2)   Under Backup timing type drop-down menu here are three options to choose from:

• Off - no backups are being made
• Continuous - data is being backed up automatically every few minutes (the recommended option)
• Daily - data will be backed up once a day. You can select time for the daily backup. We recommend having continuous backups. 

     3)  a) Default data selection: Exclusions approach

 By default all files and folders on end users' computers will be backed up, except e.g. System and Program folders, and Windows folder. External drives are also excluded by default. In Exclusions view you can exclude additional folders and content / file types from the backup (compressed files, binaries etc). Click Change and select them from the drop-down menu.

    3)  b) Alternative approach: Include folders

If you prefer to choose the individual folder(s) you would like to back up, this is also possible. For example to back up Documents under C drive, do the following:

• In Exclusions, click the Change button
• First excluce C drive. Choose Exclude folders from the drop-down menu and type C:\ in the text box.
• If you have more drives such as D, you need to exclude them also.
• To exclude all internal drives, you can use notation <all_internal_drives>

• Next include Documents folder. Choose Include folders from the drop-down menu and type <Documents> in the text box. Alternatively you can also type the folder's complete path.

-> Now only Documents folder will be backed up from your C drive.

• Please note that only the following folder names can be identified with <> notation and can be used for either Include or Exclude:

  <documents>
  <desktop>
  <public>
  <appdata>
  <userprofile>
  <all_internal_drives>     

4) Bandwidth selector allows you to choose the bandwidth that is allowed to be used by the backup service.

• The regular backups will take just a few minutes since only the changed data need to be backed up; also, because the technology adapted by Nexetic is making backup data very fast. For these reasons it is recommended to use Unlimited bandwidth as a default. If needed, the bandwidth can also be adjusted at any time.

     5)   Show alerts for end users setting allows you to choose whether you would like to alert end users in case of problems - such as failed files, disk space running out etc.

     6)   Access rights setting allows you to define whether end users have rights to change settings in their own client program.

• Full rights: End users can change all basic and advanced settings in their client program.
• Blocked: End users have no right to make any changes to the settings in their client program; only language selection is available.

     7)   Store deleted setting defines for how many days the files that were deleted from end users' computers will be saved among the backups. The default value is 30 days. It can be extended up to 360 days for users with Unlimited license type.

     8)   You can define whether hidden files need to be backed up by ticking the box Backup hidden files

     9)   If alerts have been switched on (see section Alerts), the system will send out email alerts for failed backups. By default backup can fail 5 times until an alert is sent out. The setting Alert from failed after refers to this.

     10)  By default, if more than 30 days have passed since the last backup, the program will send out an email alert. The preferred number of days can be defined in setting Remind to backup after.

     11)   In Log level you can choose either Low, General or Detailed. Often logging on General level is adequate.

     12)   After you have finished with adding / adjusting the client settings, remember to choose Save. The changes will come into effect only after you have saved them.  

DEFINING ADVANCED SETTINGS

     1)   Alerts regarding the status of the backup service will be sent out whenever needed.

• (Alerts for Vendors are defined in Vendor section under the main navigation.)
• In account's Advanced  tab you can define customer-level alerts to be sent out to the client company's admin person (if needed). Fill in the company's Support email in the field Organisation admin.

     2)   Should you wish to send alerts also to the end users, keep Do not send to end users as OFF. In case you choose ON, you also need to check whether the email alerts in vendor settings have been set on (Vendor information -> Alerts - Send email alerts: ON and Endpoint users - send to end users: ON).

     3)   In Settings the field Prefix for username  has to do with centralized / silent installations. If you are using the manual email invitation procedure to add users, you can leave it empty.

If you would like to know more about the silent installations please contact the Nexetic Support team.

 ADDING ADMIN USERS

In Admin users tab you can add new admin users for the customer, or make changes to the existing ones.

     To add a new admin user, choose Create new, fill in the necessary fields and click Save.

     To reset the password for existing admin users, choose the username from drop-down menu and click Reset password.

     User rights levels:

• Account admin
• Viewing rights to all of the account information
• Full rights to change all account settings (license settings visible as read-only)
• Account support
• Viewing rights to all of the account information
• No rights to change any of the settings