DS-Notebook Client (Mac) Installation & User Guide
DS-Notebook Client (Mac) Installation & User Guide
DS-Notebook Client (Mac) Installation & User Guide
Assumptions
The following assumptions are made about the audience for this document:
Familiarity: User is familiar with the Operating System platform. User is familiar with basic Internet
browsing.
Correct Input: User enters the correct data (e.g. user names, passwords, etc.) when asked or
required. If invalid data is entered, an error message will appear, and you will be forced to correct
the error before you may proceed.
Canceling activities: The option to cancel the current activity (in some cases the option is No) will
exit the activity.
Disclaimer
Information in this document is subject to change without notice and does not represent a
commitment on the part of ASIGRA Inc.
ASIGRA Inc. makes no representation or warranty, express, implied, or statutory, with respect to,
and assumes no responsibility for the accuracy, completeness, sufficiency or usefulness of the
information contained herein.
This document may contain sample screen shots, used to demonstrate Asigra Cloud Backup
procedures. All information appearing in this document is used for illustration purposes only, and it
should be considered fictitious.
Copyright
The software described in this document is furnished under a license agreement. It is against the
law to copy the software on any medium except as specifically allowed in the license agreement.
Asigra, the Asigra logo, DS-Client, DS-System, and Cloud Backup are trademarks of Asigra Inc.
All other brand and product names are, or may be trademarks of their respective owners.
Installation Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Before you install or upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I) Hardware & Software Minimum Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
II) Obtain the DS-Notebook Client Installation Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
III) Select your encryption key(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
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6
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7
Uninstalling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Cloud Backup DS-Notebook User Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Working with Backup Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
New Backup Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Backup (Scheduled & On-Demand) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Synchronize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Change Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Edit a Backup Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
DS-NOC monitoring connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
F1 (Context-Sensitive) Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Installation Guide
Installation Guide
Installation Guide
CPU (1 or 2)
RAM
4 GB RAM or more
1 GB or more
Connection to DS-System
Software
Version
Database
Java Version
1.5 or higher
Operating System
Installation Guide
2. Double-click on setupmacnote_i386.app.
For a user with equivalent privileges, Service Manager requires that you input
your password.
3. Follow the GUI to install DS-Client.
4. The Installation starts:
You must accept the terms of the license agreement by selecting that radio
button.
5. A pre-requisite check is performed on the installation machine. This scans the
hardware and Operating System for compatibility (see I) Hardware & Software
Minimum Requirements on page 5). Click Next.
Installation Guide
Enter your Account number. This number is provided to you by your Service Provider.
DS-Client #
Enter your DS-Client number. This number is provided to you by your Service Provider.
Installation Guide
Your Service Provider may have more than one IP address for the
DS-System, if this is the case you can specify any or all of them.
7. In the Encryption Keys section, you must set the encryption key(s) that the DSNotebook Client will use.
Encryption Keys
An encryption key is case sensitive. Its length (in characters) depends on the type and level of
encryption selected. DES requires 8 characters, AES-128 requires 16 characters, AES-192
requires 24 characters, and AES-256 requires 32 characters. For better security, do not use
dictionary words or proper names, and try to randomly mix numbers in with the letters.
Auto-complete feature: If you do not specify the full amount of characters in the Key field,
the GUI will fill in the remainder by repeating the string of characters you have entered. (e.g.
entering 123 with AES-128 will generate an encryption key of 1231231231231231, or
entering a for DES will generate the encryption key aaaaaaaa).
Keep the key(s) in a secure location. Your ability to select the same encryption type and reenter the same key is necessary if you ever need to reinstall your DS-Client to a new computer
(e.g. if the computer is destroyed in a disaster).
Private Key
You must set a private key for this DS-Notebook Client. Backup data from your
DS-Client installation will be encrypted with this key.
Type: Select from the available types. Stronger encryption requires longer
keys.
Key: Enter the key.
Confirm: Re-enter the key to verify the string is correct. You cannot change
this key once it is set.
Account Key
You must set an account key if more than one DS-Client belongs to your customer
account. Common backup data from all your DS-Client installations will be
encrypted with this key. Once the account key is set, all DS-Clients from this customer must be configured with that same account key.
Type: Select from the available types. Stronger encryption requires longer
keys.
Key: Enter the key.
Confirm: Re-enter the key to verify the string is correct. You cannot change
this key once it is set.
8. Once you have made all the initial DS-Notebook Client configurations, click OK to
register with the DS-System.
If registration is successful, you will be able to use DS-Notebook Client
immediately.
Installation Guide
Uninstalling
You can uninstall the software as follows:
Using the GUI:
Finder > Application > Asigra DS-Notebook Client > Uninstaller
User Guide
User Guide
The DS-Notebook Client is targeted towards the Mac laptop market. To keep the instructions
simple, the user guide and installation instructions are included in the same document.
The DS-Notebook Client interface is a DS-Notebook User, which gives customers fast and
reliable control over their backups.
User Guide
Login
You can only login to the DS-Notebook Client computer with a valid user account on the local
computer.
1. Application > Asigra DS-Notebook Client > DS-Notebook User. The Cloud Backup
DS-Notebook User window appears.
2. Application Menu > Connect.
User Guide
Menus
Shows the login name and location (usually 127.0.0.1 for the local computer / laptop).
Items here allow you to perform the various tasks necessary to backup and restore files,
as well as manage and administer the DS-Notebook Client. The menu bar consists of the
Application, Backup Set and Configuration menus.
Shows a list of the backup sets that have been defined on the DS-Notebook Client. If you
click on a backup set, its properties are displayed to the right. The icon buttons allows
you to edit the backup sets items, schedule, and retention policy.
You can highlight a backup set with the mouse or use the TAB key to cycle through
each set in the list.
To rename a backup set, double-click on its name.
Running Activities
Tab
Shows any activities that are currently running on the DS-Notebook Client. If possible,
you can use the Stop button to end the highlighted activity.
Shows a list of all the activities logged by the DS-Notebook Client. You can filter the list
by date.
User Guide
User Guide
2. The New Backup Set Wizard appears on the Data Source and Login Information tab.
If you have selected another computer, you must supply valid access credentials to
the selected machine. Click [...] beside the Connect As field. The Select
Credentials screen appears.
User Guide
User Guide
4. Click Next to continue. The New Backup Set Wizard appears on the Select Schedule
tab.
User Guide
Note:
online and with DS-Notebook Client, you can select either by the number of
generations or by the time data has remained online.
The Deletion of Files section is optional. These options only apply to files
that the DS-Notebook Client detects have been removed from the backup
source.
On DS-Notebook Client, time-based retention automatically runs after every backup
process.
6. Click Next to continue. The New Backup Set Wizard appears on the Select Backup
Set Name tab.
User Guide
Backup on demand
1. Highlight the backup set you want.
2. Backup Set Menu (or right-mouse click) > Backup.
5. If you see any errors, you can check the Event Log.
See Logs on page 30.
User Guide
3. The Select Schedule tab appears. The content changes, depending on the Schedule
Type that is selected.
User Guide
Restore
Restoring backup set data is always on-demand. You can select all or part of the backed up data,
and apply various filters if you want only data from a particular time or fitting a particular pattern.
1. Highlight the backup set you want.
2. Backup Set Menu (or right-mouse click) > Restore.
User Guide
6. Check the Activity Log Tab for results. If you see any errors, you can check the Event
Log.
See Logs on page 30.
DS-Notebook Client (Mac) Installation & User Guide
v11.2 [Revision Date: February 01, 2012]
Asigra Inc. All Rights Reserved.
User Guide
Delete
1. Highlight the backup set you want.
2. Backup Set Menu (or right-mouse click) > Delete.
User Guide
Synchronize
Synchronization compares the actual online storage on the DS-System with the DS-Notebook
Clients database with to ensure it is correct.
1. Highlight the backup set you want.
2. Backup Set Menu (or right-mouse click) > Synchronize.
Change Credentials
Changing credentials of a backup set may be necessary if required by your network security.
See Edit a Backup Set on page 24.
User Guide
Backup Sets
2. The backup set information section displays details about the set, and the properties
buttons activate.
3. Click on one of the Edit Backup Set buttons to bring up the corresponding properties
screen:
Credentials & Items: Opens a Protected Items Wizard. This Wizards tabs
are the same as when you created the backup set.
-
On the Data Source and Login Information tab, you can modify the credentials. (F1
Help: See Data Source and Login Information on page 34.)
On the Select Items tab you can modify the backup items. (F1 Help: See Select
Items (New Backup Set) on page 38.)
Schedule: Opens a Schedule Wizard on the Select Schedule tab. This is
the same tab as when you created the backup set. (F1 Help: See Select
Schedule on page 40.)
Retention: Opens a Retention Rule Wizard on the Select Retention tab.
This is the same tab as when you created the backup set. (F1 Help: See
Select Retention on page 39.)
4. Edit the backup sets properties as required using these Wizards.
User Guide
5. If you want to rename a backup set, double-click on its name in the list. Type in the
new name and click outside the list to save your changes.
User Guide
Admin
1. Configuration Menu > Admin.
User Guide
Recovery
This option is only necessary if the DS-Notebook Client database has been damaged (or lost).
1. Configuration Menu > Recovery.
2. The Configuration Wizard appears on the Admin Configuration screen.
User Guide
Re-Register
Your Service Provider may configure your DS-Notebook Client account to Require Registration
with the DS-System in order to provide an extra level of security before backup data is accepted. If
this is the case, the DS-Notebook Client is automatically registered with the DS-System during the
first activity that requires connection.
THE ONLY SITUATION where you must re-register the DS-Notebook Client is if:
The DS-Notebook Client computers hardware or operating system is
replaced (or the DS-Notebook Client has been installed on a new machine).
To re-register your DS-Notebook Client with the DS-System:
1. Your Service Provider must permit re-registration with the DS-System. Arrange a time
with your Service Provider when you will perform the Registration process. Your
Service Provider will open a registration window (approximately 5 minutes) for you to
complete the re-registration.
2. Configuration Menu > Re-Register.
3. The Re-Register screen appears.
User Guide
F1 Help: See Initial DS-Client Configuration / Modify DS-Client Configuration on page 35.
Make any required changes.
3. Click Save.
User Guide
Logs
Activity Log
The Activity Log Tab is visible from the main DS-Notebook User window.
You can expand or narrow the activities that are displayed using the From
and To fields at the bottom.
Knowledge Base
Knowledge Base
The Knowledge Base contains articles on specific areas of DS-Notebook Client operation.
Knowledge Base
Summary
Note:
A DS-Notebook Client can be configured for monitoring by a DS-NOC (Network Operation Control)
server. It must be enabled (either by you or your Service Provider) from the DS-NOC server. This
means your DS-Notebook Client will send event information (backup logs) to the DS-NOC for
monitoring purposes.
Connections to the DS-NOC are attempted in the following order:
1. Auto-detect Proxy Server
DS-Notebook Client automatically tries to detect if its network environment is
using a proxy server. If it can detect and use the proxy server, then connection
to DS-NOC will be performed through it. If it fails to detect a proxy server, DSNotebook Client will attempt a direct connection to DS-NOC server.
2. Direct connection to DS-NOC server
DS-Client connects directly to DS-NOC. The protocol (HTTP or HTTPS) will
be automatically selected based on the DS-NOC address.
The information provided in this document is provided "AS IS", without warranty of any kind. ASIGRA Inc. (ASIGRA) disclaims all warranties, either express or implied. In no
event shall ASIGRA or its business partners be liable for any damages whatsoever, including direct, indirect, incidental, consequential, loss of business profits or special
damages, even if ASIGRA or its business partners have been advised of the possibility of such damages. Asigra Inc. All Rights Reserved. Confidential.
F1 Help provides descriptions for the contents of the different GUI screens of the Asigra Cloud
Backup DS-Notebook User. It differs from the DS-Notebook Client Manual sections, which
provide step-by-step instructions.
F1 (Context-Sensitive) Help
F1 (Context-Sensitive) Help
This section contains the alphabetical list of F1 Help screens for the Asigra Cloud Backup DSNotebook User.
Admin Configuration
Use this screen to configure the DS-Notebook Client administrative process times. For DS-Notebook
Client users, you should normally keep the default settings.
Daily
Enter the time when you want to begin the Daily Admin. Process.
Clear this checkbox to disable scheduled Daily Admin. Processes.
Weekly
Enter the time when you want to begin the Weekly Admin. Process. Select the
day in the corresponding dropdown list.
Clear this checkbox to disable scheduled Weekly Admin. Processes.
Normally, for laptops, you would use the default My Computer selection.
You can browse to select another machine, if networked, however that
computer must be accessible by this DS-Notebook Client service in order
to backup.
Login Credentials
The default is the same username as the one currently used to log into the
DS-Notebook User.
Time
User
Shows the name of the user associated with the event (if any).
Category
Shows the category of the message. The category can be any of the categories
listed in the event Category drop down list.
Event #
Activity
F1 (Context-Sensitive) Help
Detail
Description
Viewing Filter
From
Type the earliest date you want to display in this field. No events older than
this time forward will be displayed.
To
Type the latest date you want to display in this field. No events newer than this
date and time will be displayed.
Activity ID
Enter a specific ID, to see only those events associated with that ID.
An alternative to manually entering this information is to use a .CRI file supplied by your Service Provider.
Click Browse to search for this file on your network.
Enter your Account number. This number is provided to you by your Service
Provider.
DS-Client #
Enter your DS-Client number. This number is provided to you by your Service
Provider.
DS-System Info
Address
Enter an IP address or DNS name for the DS-System your DS-Client will be using.
Multiple addresses can be entered, separated by a semi-colon (;).
Add
Click to add the address(es) in the Address field to the connection list.
Remove
Encryption Keys
An encryption key is case sensitive. Its length (in characters) depends on the type and level of
encryption selected. DES requires 8 characters, AES-128 requires 16 characters, AES-192
requires 24 characters, and AES-256 requires 32 characters. For better security, do not use
dictionary words or proper names, and try to randomly mix numbers in with the letters.
Auto-complete feature: If you do not specify the full amount of characters in the Key field,
the GUI will fill in the remainder by repeating the string of characters you have entered. (e.g.
entering 123 with AES-128 will generate an encryption key of 1231231231231231, or
entering a for DES will generate the encryption key aaaaaaaa).
Keep the key(s) in a secure location. Your ability to select the same encryption type and reenter the same key is necessary if you ever need to reinstall your DS-Client to a new computer
(e.g. if the computer is destroyed in a disaster).
Private Key
You must set a private key for this DS-Client. Backup data from your DS-Client
installation will be encrypted with this key.
Type: Select from the available types. Stronger encryption requires longer
keys.
Key: Enter the key.
Confirm: Re-enter the key to verify the string is correct. You cannot change
this key once it is set.
F1 (Context-Sensitive) Help
Account Key
You must set an account key if more than one DS-Client belongs to your customer account. Common backup data from all your DS-Client installations will
be encrypted with this key. Once the account key is set, all DS-Clients from this
customer must be configured with that same account key.
Type: Select from the available types. Stronger encryption requires longer
keys.
Key: Enter the key.
Confirm: Re-enter the key to verify the string is correct. You cannot change
this key once it is set.
Login
Use this screen to connect to the DS-Notebook Client service.
From
Select the domain or server on which the username and password will be verified. (i.e. DS-Notebook Client validates supplied credentials with this domain or
server.)
This option only appears if the DS-Notebook Client computer belongs to a
Windows Domain.
User Name
Type your User Name. This must be a valid, active account (Administrator-level)
on the computer where the DS-Notebook Client service is running.
Password
Use currently Select this option to use your current logged on Windows Username and Password
logged in user to connect to the DS-Notebook Client.
Re-Register
Use this screen to re-register the DS-Notebook Clients hardware information with the DS-System.
Registration Info section
Customer name
Account #
DS-Client #
Re-Register section
Re-Register
F1 (Context-Sensitive) Help
Recovery
Use this screen to specify recovery of information for the DS-Notebook Client itself.
Recover Orphaned
Backup Sets
Restore Destination
Use this screen to select where you want to restore the data.
Original Location
Restores data to the same location from which it was backed up.
Overwrites any data of the same name.
If selected, you can click Finish to proceed with the restore.
Original Computer,
Alternate Directory
Select Credentials
Use this screen to specify the credentials to access a computer.
user_name = User name defined on the computer you are connecting to.
.\user_name = (same as above)
domain_name\user_name = A user name from a network domain (if
available).
F1 (Context-Sensitive) Help
Backup up on / before
This filter allows you to show only backed up data (directories and files)
that was intentionally deleted from the source computer.
Select a date and time in this field to search for backed up data that
was not scanned by the DS-Notebook Client since the filter date.
Allows you to specify the number of generations to leave (i.e. not select
for delete) from the specified period.
If you specify a number, you will only be able to select files and
directories that have more generations online than the number specified in this field.
If selected, all data at the selected backup location will be backed up. This
is the equivalent of applying a *.* filter.
Exclude Filters
If you selected All Files, you can also exclude files with known extensions
that are never required for backup. Hover the cursor over the filter name to
see what file extensions it will include:
Exclude temporary files
Exclude backup files
Exclude file extensions: This option allows you to specify the extension(s)
to exclude. Multiple extensions can be separated by the | character.
Extensions can be any length, as long as the file system accepts those
characters.
Include Filters
If you do not select All Files, you must specify at least one of the inclusion
filters. Hover the cursor over the filter name to see what file extensions it
will include:
Documents
Video
Pictures
Music
E-Mail
Custom file extensions: This option allows you to specify the extension(s)
to include. Multiple extensions can be separated by the | character.
Extensions can be any length, as long as the file system accepts those
characters.
Data Location
Remember that backups of data at the Data Location will have the selected filters applied.
F1 (Context-Sensitive) Help
Specific Location
These are commonly backed up locations you might select for backup.
All User Documents: Backs up the Documents folder from the DS-Notebook Client computers \Documents and Settings\All Users path.
[...] Desktop: If logged in a user Administrator, this will show Administrators Desktop, allowing you to backup all items on this user
accounts Windows desktop.
Custom
Shows an explorer-like tree that allows you to browse the accessible folders
on the data source.
Backup up on / before
This filter allows you to hide backed up data (directories and files)
that was intentionally deleted from the source computer.
Select a date and time in this field to screen out backed up data
that was not scanned by the DS-Notebook Client since the filter
date.
This prevents you from restoring directories / files that were
intentionally deleted.
Finish
Select Retention
Use this screen to specify a backup sets retention policy. Retention is what data you want to
keep; all other data will be removed from online storage. Note the implications of enforcing a
retention policy: it limits data growth to the specified amount of generations, but it automatically
deletes any data that does not meet the retention policy.
Time-based Online Retention
F1 (Context-Sensitive) Help
Select Schedule
Use this screen to specify the schedule for a backup set.
Scheduling Type
Not Scheduled: If selected, the other sections will not appear. Only on-demand backups can
be performed.
Daily Backups
Monthly Backups
Only if connected to
cloud
If selected, the scheduled backup will only run if DS-Notebook Client can
connect to the DS-System.
If selected, you must specify a fixed end time for the scheduled backup.
Stop if not finished by The drop down list allows you to select a schedule window of up to 6
days.
Scheduling Day(s)
Daily Backup: Checkboxes allow you to select each day of the week you want.
Monthly Backup: A field allows you to select a fixed day of the month (from 1-28).
Shows the login name and location (usually 127.0.0.1 for the local computer / laptop).
Menu Bar
Items
Items here allow you to perform the various tasks necessary to backup and restore
files, as well as manage and administer the DS-Notebook Client. The menu bar
consists of the Application, Backup Set and Configuration menus.
F1 (Context-Sensitive) Help
Backup Set
List
Shows a list of the backup sets that have been defined on the DS-Notebook Client.
If you click on a backup set, its properties are displayed to the right.
The Edit Backup Set buttons allow you to edit the backup sets items, schedule, and retention policy.
You can highlight a backup set with the mouse or use the TAB key to cycle
through each set in the list.
To rename a backup set, double-click on its name.
Running
Activities
Tab
Shows any activities that are currently running on the DS-Notebook Client. If possible, you can use the Stop button to end the highlighted activity.
Stop: Click this button to try to stop a highlighted activity from the Running
Activities list.
Activity Log
Tab
Shows a list of all the activities logged by the DS-Notebook Client. You can filter
the list by date.
Events: Click this button to open the Event Log Viewer for the highlighted
activity.