How to Use the Server Backup Manager Add Server Wizard

Posted by Nathan McCoy on Feb 25, 2016 6:00:00 AM


To be a successful server backup adopter, you can't do it alone. You have to have a comprehensive, educational and robust onboarding process. In How to Get Started with Server Backup Manager, a blog series for new R1Soft partners, we're taking several key articles from our extensive documentation hub, highlighting the links and passages you need to get the most out of our product. We still highly recommend you browse the Server Backup Manager Documentation Center for specific use cases and any questions that may arise, but these blog posts should help guide you in the right direction! 

Next up in the series, we review how to add a server and begin backing up quickly with the Server Backup Manager Add Server Wizard!

Often when setting up Server Backup Manager for the first time, you will review each section of the User Interface and add components to get a backup started. For example, you would access the Server section to add the server information, access the Disk Safe section to create a Disk Safe for that server, etc.

But if you want to simply add a server and get a backup going as soon as possible, the Add Server Wizard can be used to quickly get things up and running. This simple tool is designed to simplify the experience of adding a server, installing a Backup Agent, creating a volume and Disk Safe, and creating a policy for the new server.

After you log in to Server Backup Enterprise for the first time, the Add a Server button displays in the Dashboard section. Click this button to open the Add Server Wizard.


The Wizard guides you through all necessary settings across the application in order to configure a backup task for your Server. Once you have completed all of the steps in the four screens that make up the Add Server Wizard, you will be able to start a backup task for the Server. 

Screen 1 – Choose a Server

When you open the Add Server Wizard, the Choose a Server screen allows you to specify options related to the Server you are going to back up. You can back up any machine available via the local network or Internet, or you can back up the Server Backup machine itself.

1. Enter the Host Name or IP for the Server you are going to back up.


The Backup Agent software is required to be installed on each Server you want to back up. Carefully read all the information displayed in this window during the process. You can also hover your mouse pointer over the (i) icon for additional useful information.

2. Select the Deploy agent software now check box.

If you have already installed it, you can clear this check box. The Administrative Credentials area disappears.

3. Fill in the Username and Password fields to specify the administrator's username and password for accessing the Server and installing the Agent software.

4. By default, the Reboot server after deployment check box is cleared. If you decide to select this check box, the Server will be rebooted at the end of the agent deployment. Note that no backups can take place until the reboot occurs.

5. Click the Next button to start the verification process. If there are no errors, the message “Server Settings Verified” displays. Click the Close button to proceed to the next screen in the Wizard.

Screen 2 – Choose Backup Storage

In the Choose Backup Storage screen, you choose where to store your backups and specify the compression and encryption types. Your backups will be kept on your Server Backup machine on one of the physical disks.


1. First, select the name and location of the volume. Choose any of the available Disks on which to create a backup storage. In this example, we are creating a new backup volume on the D:/ drive.

Volumes are containers of your backed-up data. Physically, this is a folder on your hard drive. You can leave the default options for the Volume or specify your custom ones.

2. In the Folder field, you can specify a folder to put the Volume into. In the Volume Name field, you can enter the name of the volume. For example, if you enter "My_Volumes" as the folder name, the path will be "D:\My_Volumes\Volume 1."

3. Specify the Compression Level using the slider.

Compression is a reduction in data size to save disk space or transmission time. By default, the Compress Backups check box is selected, which allows you to use compression.

Fastest is used if the most important factor is the amount of time required for the compression operation. In this case, the QuickLZ compression type is used. Most Compression is used if the most important factor is the final size of the compressed file. In this case, the ZLib High compression type is used.

Note that the higher the compression level is, the slower your backup process will be.

4. If encryption is necessary, select the Encrypt backups check box. Encryption allows you to securely protect data that you don't want anyone else to have access to. Enter the passphrase once, and again to confirm it.

5. Click the Save button.

To specify quotas and assign users and groups, click the Permissions & Quota button. Quotas are set up to limit the disk usage of the Volume.

6. From the the drop-down menu, choose a Quota Type:


None – This option doesn't allow you to limit the disk usage of your Volume.
Deltas in Disk Safe – This option ignores the overhead and only considers the size of the data being backed up.
On Disk Safe – This option considers both the size of the data being backed up and the overhead required to store that data.

7. Then specify the Soft Quota and Hard Quota for the selected Quota Type. The Soft Quota is a warning level that informs users that they are close to reaching their effective limit. The Hard Quota allows resources to be occupied by data. If the Hard Quota is reached, then the system forbids generation of new Recovery Points. The replication is interrupted and fails. 

Remember that the Hard Quota must be larger than the Soft Quota.

8. If necessary, specify users and groups by clicking the appropriate Add Another button. By assigning Users/Groups to a Volume, you give them permission to use the resources of that Volume. You can also specify users and groups later.

Server_Backup_Manager_Add_Another.pngNOTE: The users and groups must already have been created. For more information, see this R1Soft Blog post.

9. Click the Save button, then click the Next button to proceed to the Set a Backup Policy

Screen 3 – Set a Backup Policy

In this step, you can choose one of three pre-set policies and also customize your policy. A Policy is a schedule and other settings describing how your Server will be backed up.


Select one of the following pre-configured Policy Types:

  • Standard- Used for most non-critical production Servers. This Policy runs every hour and keeps the 10 most recent Recovery Points.
  • Mission Critical- Used for Servers that are mission-critical to your business and need to be backed up frequently. This Policy runs every 10 minutes and keeps the 50 most recent Recovery Points.
  • On Demand Only- Used for Servers that only need to be backed up manually. No automatic scheduled backups will be started. This Policy only runs on demand and keeps the 10 most recent Recovery Points
  • Customize – You can define the specific policy options, such as policy name, how often the policy will be run, the number of the most recent backups to keep, and when to archive your policy.

Click the Add Server button to proceed.

Screen 4 – Finished

After clicking the Add Server button, the Volume and/or Disk Safe and Policy for this Server will be created. The Backup Agent will then be deployed to the server and the server will be rebooted (if the option to reboot was selected). This process can take several minutes.

NOTE: You can click the Close button to interrupt the process while the Volume and/or Disk Safe and Policies are being created, or while the Backup Agent is being deployed.

Finally, you will see the "Finished" message and the list of created objects. Click the Close button to start your backup process, as you have the Start backing up now check box selected by default.


Remember that you cannot immediately interrupt the backup. If you need to stop the backup, you can wait for the Add Server Wizard to give you that option, or manually verify that the Backup Agent is installed properly and that the Server has been rebooted, and then find and execute the policy manually.

Are you someone who learns best when you follow along with an interactive video? We've summarized the process here:


Stay tuned to this blog series for more information on how to fine tune your policy!

Need to catch up?

Download "The Big Book of Backup" 

Nathan McCoy is R1Soft’s technical writer in charge of product documentation. He is a graduate of Baylor University and a native Texan. When he’s not writing and improving R1Soft’s wiki, you can find him cheering for Baylor athletics, learning a new musical instrument, or traveling.

Topics: server backup, Server Backup Manager, Server Backup Manager Partner Onboarding

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