# Active Backup for Business Agent

Active Backup for Business is the all-in-one backup solution, designed for streamlining and enhancing data protection in businesses' diverse IT environments. Before protecting and backing up data stored on personal computers as well as physical Windows Servers, this Active Backup Agent is required to be installed on the target device to carry out the designed backup tasks and store the backed up data. As the management is centralized on the server end, most of the actions require either DSM or device's administrative privilege.

## Installation

Coming in the file type of .msi, installer of Active Backup for Business Agent for 32-bit and 64-bit models are available at Download Center. Both installers can be downloaded through the Active Backup for Business on DSM > Physical Server > Add device. The download links for both installers will be displayed on the pop-out window after clicking.

#### System Requirement:

- Supported PC:
  - Windows 10 Creators Update (all editions)
  - Windows 10 (all editions)
  - Windows 8.1 (all editions)
  - Windows 7 SP1 (all editions)
- Supported Physical server:
  - Windows Server 2016
  - Windows Server 2012 R2
  - Windows Server 2012
  - Windows Server 2008 R2
- Supported file system:
  - NTFS

#### To install the agent:

Run the downloaded installer on a compatible target device. After reading and accepting Synology's Terms of Service, the installation will start. Please note that the administrative privilege is required when installing the agent.

#### To install the agent in batch:

Batch installation can be achieved by leveraging existing Microsoft Windows Active Directory Service (ADS).

#### To update the agent:

Agent can be updated by installing a newer installer directly on the device. To remotely update the agent, administrators can install the newer agent on multiple devices with the existing Microsoft Windows ADS; or go to DSM Active Backup for Business, find and select the target device that needs an update and click Update. The update task will be processed and done automatically.

#### To uninstall the agent:

Go to Windows Control Panel > Programs > Uninstall a program. Find and select Synology Active Backup for Business Agent, then click Uninstall and follow the standard process to uninstall.

#### Note:

- It requires administrative privilege of the device to install, update and uninstall Synology Active Backup for Business Agent.
- Configuration of the backup task can be processed simultaneously. Please refer to the Configuration and Template for more information.

## Configuration

The backup settings are pre-configurable on Active Backup for Business installed on DSM. Administrators can regulate backup information including name of template, backup type, source and destination, schedule, retention policy and delegate restore permission (supported on physical server only) in Template.

#### To create a backup template for agent-based backup:

Administrators of the DSM can go to Active Backup for Business > Settings > Template to create backup templates for devices. Among all the pre-configurable settings, Backup type (PC or Physical server) can be modified directly later during logging in. Please refer to the following paragraph: To edit backup summary for further instructions.

#### To start protecting the device (deployment):

1. On your Windows computer, go to Start > All Programs > Synology > Synology Active Backup for Business Agent to launch the service interface.
2. Enter the server address of the Synology NAS, in the form of IP address or DDNS. After entering username and password, click Connect to log in. You can also log in with IPv6.
3. If you are unable to connect to the Synology NAS, click Proxy to open the proxy setting window. Fill in your settings and re-connect to the Synology NAS.
4. After successfully connecting to the Synology NAS, a backup summary based on the matched template created in advance will be displayed. Upon clicking OK, the backup task of the device will be created.

#### Note:

- Space (" ") is counted as a character in the text fields.

#### To edit beackup summary:

To edit the Backup type (PC or Physical server) on the backup summary page, administrative privilege on the DSM is required.

1. Click on the value of Backup type which needs to be edited.
2. Enter the DSM administrator's account and password to permit the following action.
3. Edit the type.

#### Note:

- Backup task will not be created if the backup summary has not been confirmed by clicking OK.
- If the backup type is changed from Physical server to PC, the restore permission will be changed to Admin(user), Administrator(group), and the logged-in user only.
- If the backup type is changed from PC to Physical server, the restore permission will be changed to Admin(user) and Administrator(group) only. You can edit the restore permission in the task on Active Backup for Business.
- The settings of a created task cannot be changed through editing the matched template.

#### To run the backup task immediately:

The first time of backup could be according to the designed schedule or upon creation. This is a pre-configured settings in Template > Schedule. To enable backup immediately after creating the task, tick the check box: Back up instantly after the client is connected to the server.

#### Note:

- Manual backup cannot be performed by the agent, but only Active Backup for Business on DSM.
- CBT (Changed Block Tracking) is mainly supported by VSS (Volume Shadow Copy) service originated on a Windows device that supports VSS service. The tracking task will be applied from the second backup, helping the device only transfer the changed block from the previous backup version to the server. Please make sure VSS service is enabled on the Windows device before running the second backup task to save bandwidth and reach better backup performance.

### On Windows notification icon

The Active Backup for Business Agent service will be running in the background and not be terminated after closing the window. Instead, the service will be listed on the notification area and icon on the Taskbar of the Windows desktop. By right-clicking on the tray icon, a context menu on which all the available options are listed.

- Backup status: Get the real-time backup status of the device in a glance. When an error occurs, click View backup status to open the interface for more detailed error code and suggested actions.
- View backup status: Launch Active Backup for Business Agent monitor panel to view current backup status, server information, recent activities and to access Active Backup for Business Portal if granular restore is needed.
- Edit connection: If the server address is changed on IP address or the domain name, user can edit the connection with the previously logged-in account credentials. If any of the entered information is incorrect, the action will not be authorized and the backup will remain intact.
- Log out: Logging out the service interface requires DSM admin's privilege. Once logged out, all the connections to the server will be cut off. Tasks will remain intact on the server and be carried out until the next login, and so does the missed task.
- About: Contains the version information of the running agent.
- Help: This document contains all the agent-centered information and manual.
- Exit: Exiting the application will not terminate the service on the device. User can always go to Start > Synology and run Synology Active Backup for Business Agent to launch the agent interface.

## Monitor

The main interface of the service is for real-time monitor's use. On the interface in the form of a monitor panel divided into three areas: Backup Status, Server Information and Recent Activities.

### Backup status

The real-time backup status is displayed in the form of an icon. When there is no backup task running, here you can check the previous and next backup time of the device. When running a backup task and errors occur, error message as well as suggested solution will be displayed here.

Displayed status:

| Completed: This icon indicates that the previous backup task has completed. The Last backup time and Next backup time, if not manual, will be displayed underneath the status for reference.
| Backing up: This icon indicates that the task is backing up. The transfer status will be displayed in real-time underneath the status.
| Idle: This icon indicates that the device has not run any backup task yet. Next backup time, if not manual, will be displayed underneath the status for reference.
| Canceled: This icon indicates that the backup task has been canceled. This action can only be taken by the server. If applicable, Last backup time will record the time of the device's last successful backup beneath the status. Next backup time, if not manual, will be displayed underneath the status for reference.
| Partial success: This icon indicates that backup task is only partially successful. Detailed warning information can be traced on the admin console > Activities > Task history.
| Error: This icon indicates that one or more error occured, including failed internet connection. A brief error message and a suggested solution will be displayed next to the icon. More detailed information can be traced on the admin console > Activities > Task history.

### Server information

Server information displays the connected server as well as the logged in account. When the server address requires a modification, right-click on the tray icon > Edit connection to modify. Please refer to Edit connection for more information. The logged in account, on the other hand, cannot be changed under all the circumstances.

#### Note:

- One device only can connect to one sever.

### Recent activities

All the backup stages of the device and the occured time will be listed in this table in chronological order.

## Restore

When disasters occur and recovery is needed, Active Backup for Business supports the following types of restoring:

- Folder/File level (Granular) restore: All admin, administrators and permitted login account(s) can access the Active Backup for Business Portal to browse, restore and download the backed up data of the previous backup.

#### Note:

- To start the service, please contact your administrator to grant you access to the DSM portal for configuring in the console.
- Role of viewer is switchable on the portal. With permission, the account can switch to other roles and view other tasks.
- For further usage of Active Backup for Business Portal, please refer to the dedicated article.

## Disconnect from the server

To disconnect from the server, right-click on the icon of Synology Active Backup for Business Agent on Windows tray menu, then click Log out on the context menu. Backup tasks will remain recorded on the server, but cannot be carried out until the next login.

#### Note:

- Logging out requires administrative privilege of the device to proceed.