User
Guide
Copyright: TBS Software Pty Ltd
Updated
June 2008
User
Guide
Copyright: TBS Software Pty Ltd
Updated
June 2008
Table of Contents
Introduction
to TBS CleverBACKUP
Getting
started with TBS CleverBACKUP
Saving and
loading backup job settings (simple method)
Saving and
loading backup job settings (advanced method)
Using Windows
Task Scheduler to Automate Backups
General
Recommendations for Backups
TBS CleverBACKUP allows users to nominate
different backup jobs containing multiple files. The files are zipped and
uploaded to either an FTP server (remote storage) or a local disk/network
share. In combination with a task scheduling program like Windows Task
Scheduler, TBS CleverBACKUP provides a fool proof method of compressing and
backing up important files such as accounting data.
We trust you will enjoy using TBS
CleverBACKUP. If you have any suggestions about our software please contact us
at http://www.tbssoftware.com.au/
TBS allows a copy of the software program to
be installed on computers relevant to its user and licensing policy. Each copy
of TBS CleverBACKUP is restricted to one user & one computer.
TBS policy in relation to software piracy is
quite simple. If the software is copied
outside the user licensing policy to additional computers or outside sources
then TBS will use the full extent of the law to seek copyright and product
protection.
After initial installation a registration form
will appear. Enter your name, company name and serial number which you have
been provided by email upon ordering.
Note:
The company field may be blank depending on your order details – please enter
the details EXACTLY as directed.
There are three main steps to complete a backup job.
Select file(s) to
back up: Click the ‘Add File’ or ‘Add
Folder’ button. This will pop up a dialog box for you to choose a file or a
whole folder to back up. Repeat the process until all of the files and folders for
your backup job have been added.
If you
need to delete a file from the list you can either click on it and press the
‘Delete’ key on your keyboard or you can click the ‘Delete file from list’
button.
Tip: Hold down the CTRL key to
select multiple files.
Select destination of
backup: Here you will define the final
destination of your backup file. Choose either ‘FTP’ or ‘LOCAL’.
FTP instructions: There are four boxes to fill out:
Server address: This is the address of your FTP
server. Example: ftp.tbssoftware.com.au.
Remote Folder: This is the folder relative to
your FTP logon. Example: If you log into your FTP account and create a new
folder called ‘backups’ then enter ‘backups’ here.
Username: The username you use to connect
to your FTP server.
Password: The password you use to connect
to your FTP server.
LOCAL instructions: You must specify a local path to
store the backup file. Simply click the ‘Select Destination’ button and a popup
dialog will allow you to select a folder on your local PC or a mapped network
drive or network location.
Tip: You can use UNC paths. Example: \\server\backups
Run Backup Job (select
output settings): Here you will define the output
file name of the backup file. Keep in mind the file name must adhere to normal
naming standards. Tick the box if you want the date added to the end of the
filename – this will mean you’ll get multiple backup files. Example:
backup-080508.zip. You can protect the zipped backup file with a password, just
enter your preferred password into the ‘Zip Password’ box.
Once you
have set up a backup job you may want to save the settings so you can run the job
at a later date. Simply make sure your settings are correct (we suggest you run
the backup job and verify it is successful) then click the ‘Save settings’
button. A popup window will allow you to choose a name for your backup job.
To re-load
your settings click on the ‘Load settings’ button. Use the dropdown list to
select the job you want and click OK.
Access the
‘Load/Save Backup Jobs’ screen from the file menu (File -> Manage Jobs).
- Once you have some
jobs saved you may want to tell TBS CleverBACKUP to load a job’s settings on
startup. Simply select the job in the top dropdown list and when you click
‘Exit’ you selection is saved.
- To add a new job
name type a new job name in the box then click ‘New Job’.
- To delete a job
select it from the list and then click ‘Delete Job’.
- Use the ‘Save Job’
and ‘Load Job’ to copy the settings from one backup job to another. Simply
select the job you want to save/load settings from and click the appropriate
button.
TBS CleverBACKUP can
be used with any task scheduling software. Everyone running MS Windows™ already
has Windows Task Scheduler included with the operating system. To tell TBS
CleverBACKUP to run a backup job simply place the job name after the executable
like this:
To learn more about
scheduling tasks in MS Windows™ you may refer to Microsoft’s article:
How To Schedule Tasks in Windows
XP - http://support.microsoft.com/kb/308569
Note: When using
Windows Vista make sure the “Run with highest privileges” is ticked.
TIP: Check/tick ‘Append date to file
name?’ if you want to keep multiple copies of your backup. Leave it unchecked
if you want to overwrite the last backup each time.
You can press ‘F1’
on the main screen to get help. Alternatively click on the help menu item (Help
-> Help).
If you require
assistance with a technical/installation issue please contact us at www.tbssoftware.com.au.
TBS CleverBACKUP has
five themes to choose from. To change the theme go to File -> Change Theme. Alternatively you can use the “Change
Theme” button on the left most panel of the main screen.
