Configure device backup settings
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Overview
This article outlines how to use the administration console to define end-user backup settings at a system-wide, organizational, or device level. Configuring these settings allows you to fine-tune a number of items, including:
- User device settings related to timing of backups, CPU usage, and bandwidth allocation
- Specific file paths and file types to include or exclude from backups
- Timing and thresholds for sending alerts
- Password and archive encryption settings
- Network bandwidth limits and overrides
Before you begin
The default backup settings serve as a foundation for defining backup policies in a wide array of environments. Before configuring your device backup settings, review our considerations for defining your backup policies.
Considerations
Most options in this article require administrative privileges to configure.
Set device defaults
When you set device default settings, you predefine the settings for endpoint devices. The settings can be set at the system-wide, organization, or device level.
System-wide settings
System-wide settings are those that apply to all users and all destinations in your environment. For example, you can limit network bandwidth for all devices connecting to the Code42 environment. To apply device backup settings to all users and destinations in your Code42 environment:
- From the administration console, go to Settings > Device Backup
- Select from the tabs to configure specific settings:
- General: Specify client settings related to CPU power and bandwidth allocation, device backup alert thresholds, and file exclusions.
- Backup: Define how and when backup operations take place, what files to include and exclude from backup, the frequency of backup, and how long to retain file versions. Advanced settings allow you to control backup processes like real-time watching, data de-duplication, encryption, and compression.
- Reporting: Specify when and what reports are sent and to whom.
- Security: Set the default encryption key policy. After the encryption policy is elevated, upgraded Code42 environments can never downgrade their policy.
- Network: Control connection performance settings for WAN and LAN networks, exclude wireless networks, exclude network interfaces, or configure proxy settings.
- (Optional) Choose to push or lock settings.
- Click Save to apply changes.
Organization-level settings
Organization settings apply only to users within a single organization. For example, you can create an executive organization that does not have a limit on the amount of data that can be stored. All other non-executive organizations could be restricted to a set amount of data storage.
If you disable inheritance for an organization, that organization is not affected by changes to its parent organization.
To apply settings to an individual organization:
- Versions 6.5 and later: From the administration console, go to Organizations > Active.
Versions 6.0.x: Select Organizations from the navigation menu. - Select an organization.
- Click the action menu in the upper-right corner.
- Select Device Backup Defaults.
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- Select from the tabs to configure specific settings.
The Device Default Settings provides the same tabbed options as described in System-Wide Settings above. The difference is that these settings apply to a single organization without affecting the others.
Device-level settings
To apply settings to an individual device:
- Versions 6.5 and later: From the administration console, go to Devices > Active.
Versions 6.0.x: Select Devices from the navigation menu. - Select a device.
- Click the action menu in the upper-right corner.
- Select Edit.
- Select from the tabs to configure specific settings.
The Device Level Settings provides the same tabbed options as described in System-Wide Settings above. The difference is that these settings apply only to a single device.
Push and lock settings
Settings can be pushed to users as suggested defaults. You can also lock settings to prevent end users from changing them.
- Saving a setting applies it for new devices in the future. Saving settings does not affect any existing devices.
Pushing a setting changes it on user devices, but still allows users to change the setting later.
Locking a setting pushes it out to user devices and also prevents users from changing the setting later.
Learn more about applying settings.
Apply settings considerations
- When editing settings for a single device, any changes are automatically pushed to that device.
- You need to turn off inherit settings from the parent before you can change settings for organizations.
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When you push or lock, a confirmation dialog appears asking to apply the settings to organizations, for example:
- Only <number> inheriting organizations including <number> devices
Change the setting in inheriting organizations and the selected organization. - All <number> organizations including <number> devices
Change the setting in all organizations.
- Only <number> inheriting organizations including <number> devices
Turn off device defaults from parent
By default, organizations are set to inherit settings from the parent organization. For example, organizations inherit settings from the system-wide defaults, child organizations inherit settings from the parent organization, and devices inherit settings from the organizations to which their users belong.
You can only edit an individual organization's device settings if it is not using the device defaults from parent. If the organization inherits settings from its parent organization, then you can view the values established at the parent level, but you cannot change them.
To turn off inherited settings for an organization's devices (and enable changes):
- Versions 6.5 and later: From the administration console, go to Organizations > Active.
Versions 6.0.x: Select Organizations from the navigation menu. - Select an organization.
- Click the action menu in the upper-right corner.
- Select Device Backup Defaults.
- Select General.
- Deselect the box next to Use device defaults from parent.
- Click Save to apply changes.
Additional information about inherited organization settings is available in the Organizations Overview.
Related topics
Learn more: Code42 Education Pass training videos
We also have a training module about configuring device backup settings in Code42. The module is 5 videos that are 2–12 minutes long. These videos cover the essential operations of working with global device settings including general, device backup, reporting, networking and security settings.
If you already have a Code42 Education Pass, watch Configuring Device Backup Settings. Otherwise, email education@code42.com to learn more about how to get access to training videos.