This document explains how to perform a basic file backup and how to restore it from the Dashboard.


Creating the Backup Set


  1. Once logged in to, go to the agent and click on “RG Backup” and then “Manage”.

    mceclip0.png                       backup_menu.jpg
  1. The following screen appears, in which you select a backup policy:

  • Backup environments available:  By default you do not have to select anything from this menu unless you have two or more environments.

  • File
    File backup allows you to backup files and folders with the ability to exclude files, folders, and file types (for example: *.rar). It is not available for vCenter agents.
    You can restore on any machine with RG Backup installed on the same environment.

  • Microsoft SQL
    The Microsoft SQL Server database backup is automatically available whenever an instance is detected on the machine. A refresh is done every 5 minutes.
    You can then either restore instances and/or databases, directly by overwriting their current version on the same machine, or make a file type restore (.stream0 file) on the same machine or on another with RG Backup installed on the same environment.
    The plugin is available only for Windows agents and for DELL EMC Avamar backup environment version 7.4 and later.

  • Templates
    Thanks to the backup policy templates, you can reuse already saved policies templates. To create a template, once all the policies are defined on an agent / node, just click on "Create template". You will then need to give the template a name and attach this template to a node to make it available at the hierarchical level you want. Once applied, the template will create the backup policies. Then you will need to deploy them one by one. It is possible to apply several templates one after the other.

  1. The following screen appears, in which you configure the different elements:

  2. In the Targets field, type the name of the target path that you want to back up:


    You can add multiple targets.  If you click the ? to the right of the Targets field name, some help information will be displayed regarding the Backup Network disk (see below).  Click the + icon to add the path of the file/folder you want to back up.

    Backup Network

    On each machine that will need to backup network disks please do the following:

    1. Add the path to the file or folder in the network disks in your datasets, do not use Windows letters (i.e: use \\network-disk, not N:\path)
      Deploy your RG Backup policy. Then wait for the "installed" status.
    2. In order to backup data in network disks you have to provide credentials to allow RG Backup to read to it.
      On the machine, go to services.msc. Right click to the "Backup Agent" service then click to "Properties". In the "Connection" tab check "This account" and fill the credentials fields.

    1. In the Exclusions box, type the path of the file/folder to be excluded from the backup, and click + to save the file names to the exclusions list.  Click Next to continue:

    2. The following screen appears, which allows you to configure the backup set schedule:

    3. Select a backup frequency: Daily, Weekly, Monthly or On demand. If you selected Daily, continue with the next step.  If you selected Weekly or Monthly, see “Weekly and Monthly Backups” below for more details.
    4. Choose the time that the backup will occur each day:

    5. An estimation of the size of the backup is displayed
    6. Click Next


Weekly and Monthly Backups


If you selected the Weekly frequency, you are prompted to select a day on which to run the backup




If you selected the Monthly frequency, you are prompted to select Day of month based or Day of week based


  • If you selected Day of month based, select a day of the month on which to run the backup:




  • If you selected Day of week based, From the dropdown menu, select the appropriate descriptor for the week, then click the day of the week on which to run the backup:



  1. The following screen appears, in which you set the backup retention parameters:



  • Retention period:  Select, from the dropdown menus, the number of days, weeks, months,  or years for which to store the backup data
  • Advanced retention :  Turn Advanced retention On or Off.  If On, select retention periods for the specified backups for the amount of time specified from the dropdown menus

    Note: when you turn the advanced retention option On, the standard Retention Period menu is grayed out but is still valid
  • Keep at least N backups: Turn this On to keep a specific number of backups even after the chosen retention period has ended.
  • Click Next to continue


  1. Select the Storage location from the dropdown menu and click Next:

  1. The Deployment screen appears, displaying a summary of the configuration details you have selected for the backup set:

  2. Click Deploy to send the backup configuration to the agent.


Restoring files

  1. To launch a SQL recovery, go to the agent and click RG Backup and then click Manage.
  2. Next, click the Actions dropdown menu and select File Restore.


  1. In this window you will be able to choose what you want to recover and where:

  • Backup timeline:  This status bar describes the different states of a backup.
    The number in each box represents a day of the month. Thus, the timeline describes one month of backup history. You can display the legend shown below by clicking on  on the right of « Backup timeline » title, which indicates what backup activity occurred on each.

  • Select the backup:  If some backups are complete and available, from the dropdown menu, you can select the backup you want to restore

  • Browser :  You can have several paths to back up.  You do not have to restore the entire path ; you can restore only a part of it. Click on the drive name, navigate the subfolders, and choose what you want to restore.

  • Choose overwrite strategy:  From the dropdown menu, select whether you want to overwrite any existing files with the newly restored file.

  • Restore location : Use the buttons to select the destination for the recovered files


    If you select Restore everything to a different machine, enter the Agent ID and Restore path from the Pedigree page.


    Notification emails:  Enter the email addresses for anyone who needs to be informed of the restoration. They will receive an email from noreply@rgsystem with the status of the restoration
  • Restore :  Click Restore to launch the recovery.  The confirmation screen below is displayed.  Click Restore again to verify and begin the recovery




  • When restoration begins, a status bar is displayed:

  • When restoration is successful, a message to that effect appears:

  • The email notification looks like this one: