This manual refers to an old version of CodeTwo Backup. Go here if you use the latest version.
Creating a new storage
There are two ways to create a new storage:
- Directly in the Administration Panel: go to the Storages tab and click New on the menu bar (Fig. 1.).
- When configuring a backup job: once you open the backup job wizard, proceed to the Target storage step and click New (Fig. 2.).
The first step, Location, allows you to choose a local resource that will store your backups. Use the Browse button to select a folder that will be used as a storage. You can either choose an existing folder on your local machine (network drives are not supported) or create a new folder via the Make new folder button.
The Display name field will be filled in automatically when you select a location for your storage. The suggested name will mirror the name of the folder (Fig. 4.). You can change it any way you want.
In the second step, Storage retention, you can turn on a storage retention policy by selecting the first checkbox (Fig. 5.). This feature helps you to avoid situations in which the storage grows indefinitely as more and more data is backed up (and versioned), and lots of old/outdated item versions are unnecessarily kept. The storage retention policy allows you to set up an automatic removal of items' versions when they reach the age specified in the policy. Currently, the retention policy applies only to Exchange and Office 365 data. If the storage contains also SharePoint data, the retention policy will not apply to this type of data.
The age of an item is calculated based on the date when the item was created in the storage (backed up), not when the item was created in a mailbox.
You can also filter what types of items will be bound by the policy. Let's say that you want to keep backups of all contacts indefinitely, but you only need to keep emails from the last 6 months. In that case, you can leave the default settings: the retention is set to 180 days and only the Emails check box is marked (see Fig. 5. above).
A retention policy can be also applied to special folders. Note that in this case, the policy applies to all item types. For example, let's say that you configured your retention policy to be applied to everything except notes. If you choose to enable the policy for Deleted items folder, the retention process will affect all items kept in that folder, also the notes. It will not apply to notes located in any other folders.
If you enable storage retention policy, you will be prompted to create an archive job right after you complete the storage wizard. Archive jobs allow you to move your data from a storage to the desired location before the retention policy removes this data.
The configuration of the next step of the storage wizard, Password, is optional, but it strongly improves the security of your backups. To enable password protection for your storage, mark the Protect the storage with a password checkbox (Fig. 6.). If a storage is protected with a password, you will need to provide that password to view or restore the contents of the storage or to edit the data kept in the storage. All other functionalities of the program (such as job status or creating new jobs) will be available without a password.
A password is created per storage.
In the last step of the storage wizard, you can save a Recovery key for your storage. By default, backups saved to storages are automatically encrypted. That is why we recommend saving a Recovery key in your local resources, for potential recovery. You can use the recovery key in case the storage gets corrupted or, if the storage is password-protected, you lose the password.
Note that encryption keys are created automatically for each storage and cannot be customized. If one of your storages gets corrupted or you lose its password, contact our Customer support team and provide the corresponding Recovery key to recover backed up contents from this storage.
To store a Recovery key, click Save and choose a local path where the key will be saved (Fig. 7.).
Once your storage is defined, click Finish. A newly created storage will be listed on the Storages tab (Fig. 8.).