We don’t recommend using the file backup server agent to backup Exchange. Instead, use our machine backup service. Contact sales for more information about machine backup.

1. Open CyberSecure Advanced by right-clicking the system-tray icon and choosing “Open”
   
2. Open the backup settings from the main console
   
3. Click the “plus” sign to add a new backup set
   
4. Type a descriptive label and ensure that the backup set type is set to “MS Exchange Server Backup” and the version is set to “Microsoft Exchange Server 2010”
   
5. Next, select the Information Store and databases to protect
   
6. The schedule screen is next.
   1. If you are performing data seeding, REMOVE all schedules to turn off the automatic backup to CyberSecure’s servers.
   2. Circular logging must be disabled on all databases within the backup
7. To setup the recommended backup schedule, remove all existing schedules so that the schedule dialog looks like this:
   
8. Now add the backup schedule
   1. Click Add
      
   2. Now follow the recommended exchange backup schedule settings, according to your environment
9. Our recommendation is to leave the encryption settings at their defaults, which will use your account login password as the encryption password (see all about passwords). Once the encryption password is set the only way to change it is to recreate the backup set.
   
10. The final step is to change the location of the temporary spooling folder. This is the “staging” area where Exchange spools out it’s databases before being compressed and encrypted to CyberSecure’s servers.
11. In settings, make sure the exchange backup set is selected and click “Options”
    
12. This location must have enough free space to hold your selected exchange databases for the duration of the backup.
    1. Don’t use spaces in the location folder names if possible – paths are always easier without spaces
    2. If the spooling location is being set to a network location, ALWAYS use UNC pathnames (e.g. \\NAS-DRIVE\backup\Cybersecure-spool) instead of a mapped drive letter. The reason is that windows mapped drives exist only within the session in which they were created, so when the user logs out of the system, the mapped drive will disappear.
13. Click “Change”
    
14. Select the location of the spooling folder, we recommend calling it “cybersecure-spool”
    
15. That’s it – OK out of everything and save settings back at the main screen
    

Retention policies allow the storage and retrieval of previous versions of backup data.

This is an important feature as it allows an easy method of complying with business data retention laws or guidelines.

A convenient feature of retention policies is the ability to “go back in time” in the event if corruption has damaged files or if data has been deleted.

By default, the standard retention policy is to keep the last 7 days changes.

To configure retention policy settings:

1. Open CyberSecure Advanced and click the “Cog” icon to get into the backup settings:
   
2. Click into “Retention Settings”.
   The default settings are “simple”, meaning it will keep a rolling number of backup changes – defined either by days or jobs.
   
3. Make the changes to the retention settings, click OK to get back to the main screen
4. Save any changes to the servers before quitting the software
   

Advanced Retention Policy Settings

In addition to the simple retention policy mentioned above, CyberSecure advanced allows much more flexibility by using the advanced retention policy mode.

A retention policy is created by building up a set of “rules” that govern how the data should be pruned on the CyberSecure servers.

1. In the retention policy settings, click the “Advanced” radio button, then choose “Add” to add a new retention policy rule.
   
2. Add the desired various retention policy rules
   1. Daily Retention
      Keeps the last N days
      
   2. Weekly Retention
      Keeps backups from certain days within a week
      
   3. Monthly Retention
      Keeps a specific day within the month for the last N months
      
   4. Quarterly Retention
      Keeps retention based on standard annual quarters – useful for taxation record keeping purposes
      
   5. Yearly Retention
      Keeps a specific day from each year for the last N years.
      
3. As retention rules are added, they will show up in the backup settings window:
   
4. When satisfied, OK out of the retention settings and go back to the main console.
5. Save settings to the offsite servers