Next steps after installing the Code42 platform

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Who is this article for?

CrashPlan Cloud

CrashPlan for Small Business

CrashPlan On-Premises

Find your product plan in the Code42 console on the Account menu.
Not a CrashPlan On-Premises customer? Search or browse Incydr and Instructor, CrashPlan Cloud, or CrashPlan for Small Business.

Instructor, no.

Incydr Professional, Enterprise, Gov F2, and Horizon, no.

Incydr Basic, Advanced, and Gov F1, no.

CrashPlan Cloud, no.

Retired product plans, yes.

CrashPlan for Small Business, no.

Overview

Code42 platform administrators can use this article to quickly locate resources for configuring and managing a Code42 environment. The steps below are optional and provided as suggestions for what to do next after initial installation is complete.

Test backup and restore

Use the Code42 app to verify that your Code42 environment is installed correctly and to familiarize yourself with the backup and restore workflow for users.

Backing up

Back up your first device.
- Start backup from the Code42 app.
- Learn how backup works and how files are prioritized.
Adjust settings for optimal speed.
- Prevent your computer from going to sleep.
- Increase the system resources the Code42 app is allowed to use.
Back up to a second destination.
Back up to an external drive to improve backup redundancy. Local destinations can be used for faster backups and restores.

Restoring files

Restore files from the Code42 app.
- Restoring files from the Code42 app is the most common method for restoring files.
- There are no limits on the amount of data that can be restored at one time with the app.
Restore files from the web.
- Quickly access files backed up to a cloud destination using the Code42 console.
- Administrators can configure a data limit for web restores (250 MB by default).

Administrator restore
In addition, administrators with appropriate permissions can restore files for end users; see Manage your Code42 environment for more information.

Familiarize yourself with the Code42 console

Plan and configure your environment

Your Code42 environment is structured into organizations, users, and devices. This hierarchy lets you configure and manage settings and data across job functions and in accordance with regulatory needs. It also gives you the ability to quickly address potential data security concerns and legal mandates with minimal disruption to your users.

Add organizations

Create organizations to group users and apply shared settings.
- Sort users into groups and apply shared settings to their devices.
- An organization can contain child organizations, and an organization can exist without containing any users.
Configure default settings for all organizations.
Define default settings, such as backup frequency, available destinations, and data retention policies for all organizations.
Configure settings for individual organizations.
Define unique settings, such as backup frequency, available destinations, and data retention policies for each organization as needed.

Configure backup policies

Determine what backup policies are appropriate for your Code42 environment.
- Review considerations for controlling what, how, and where data is backed up.
- Review relevant case studies for tuning your Code42 environment.
Configure device backup settings.
Define what, how, and where data is backed up.
Use include and exclude filters to fine tune what is backed up.
Refine what data is backed up using file extensions, filename patterns, substitution variables, and regular expressions.
Configure network overrides.
- Control network limits between source devices and destinations.
- Independent bandwidth throttle settings exist for both LAN and WAN.

Add users

Deploy the Code42 app

Review the Code42 app deployment options.
If you have devices shared by multiple users, determine the installation type for those devices:
- Install the Code42 app per user on a shared device to use a separate archive for each user and limit restores to only the user who owns the data.
- Install the Code42 app for everyone on a shared device to use a single archive for the users and either allow all users on the device to restore the data, or restrict restores with permissions.
Streamline deployment in your environment by predefining settings in the Code42 app.

Configure authentication and directory services

Review options for user authentication and authorization.
Integrate existing LDAP authentication with your Code42 environment.
Configure LDAP to allow users to sign in with their directory credentials.
Configure advanced LDAP integration to automate user management.
- Automatically activate or deactivate users.
- Automatically assign users to a specified organization.
- Automatically assign roles to users.
Configure single-sign on (SSO).
SSO is an authentication method that allows a user to use the same credentials to sign in to multiple applications.
Configure RADIUS two-factor authentication.
Two-factor authentication enhances security by requiring users to enter a single-use code in addition to their username and password.

Configure additional storage

Add storage.
- Add a new storage server to an existing destination.
- Add a store point.
- Add a provider as a destination.
Offer additional destinations.
- Offer a destination to all organizations.
- Offer a destination to a specific organization.
Set up the Code42 for Enterprise hybrid cloud.
- Configure the Code42 for Enterprise cloud destination.
- Offer the Code42 for Enterprise cloud destination to your users.
Manage storage when disk space runs low.
- Adjust backup selection to exclude nonessential files.
- Decrease the retention period for cold storage.
- Manually purge archives from cold storage.

Back up Code42 server database dumps

Use SFTP to back up Code42 server database dumps to another location.

Daily database dumps are stored on each store point.
We recommend backing up the database dumps to a separate location as part of a disaster recovery plan.

Manage your Code42 environment

Once your Code42 environment is configured and deployed, you can use the Code42 console to monitor user activity and manage access and retention of data.

Restore files for users

Replace a computer or hard drive

Replace a computer or hard drive.
1. Restore all files to the new device.
2. Adopt the previous computer's settings and backup archive(s).
Migrate from Windows XP to a new operating system.
- Employ one of three methods to use CrashPlan as part of a safe, secure, and reliable migration to Windows 7 or 8 from your Windows XP devices, which are past their official end of support.
- (Optional) Automate the restore process of migration using the Code42 API.

Grant and removing access

Manage storage

Add storage.
- Add a new storage server to an existing destination.
- Add a store point.
- Add a provider as a destination.
Offer additional destinations.
- Offer a destination to all organizations.
- Offer a destination to a specific organization.
Set up the Code42 for Enterprise hybrid cloud.
- Configure the Code42 for Enterprise cloud destination.
- Offer the Code42 for Enterprise cloud destination to your users.
Manage storage when disk space runs low.
- Adjust backup selection to exclude nonessential files.
- Decrease the retention period for cold storage.
- Manually purge archives from cold storage.

Troubleshooting

Foundational concepts

For an understanding of the foundational concepts underpinning the Code42 platform, refer to the articles below.

Security Model

Code42 for Enterprise Security
Read a detailed description of the Code42 for Enterprise security model.
Security hardening best practices
Enhance the security of your installation.

Backups

Resources and support

For additional information, you can search our extensive support site or contact our Customer Champion team.