Creating a new DLO profile

New profiles can be created to meet the specific needs of desktop users, and to support the existing IT environment.

To create a new DLO profile

  1. On the DLO navigation bar, click Setup.

  2. In the Settings pane, click Profiles.

  3. In the task pane, under Settings Tasks, click New Profile.

  4. On the General tab, select the appropriate options as follows.

    Profile Name

    Type the name of the new profile that you want to create. The profile name cannot contain any of the following characters: \"@#$%^&*()=+|/{}[]'

    Description

    Type a description for the profile.

    Enable Profile

    Clear this check box to disable the profile. Profiles are enabled by default.

    Limit bandwidth (KB/sec)

    Select Limit bandwidth (KB/sec), and then enter a maximum bandwidth to control the rate at which data is sent to the network user data folder.

    Limiting the bandwidth is a means to manage the trade-off between backup speed and the impact of backups on the local computer, network, and server. The default limit is meant to be a conservative setting to minimize the impact of backups.

    However, many factors can affect the setting, such as the following:

    • Network speed

    • Connection type

    • The amount of data that is backed up

    • The total number of computers that back up to DLO.

    If computer performance is not impacted, but DLO data transfer is slow, a higher bandwidth setting may be more suitable. If computer performance is noticeably impacted during backups, a lower value reduces the impact of backups on computer performance. However, backups take longer to complete.

    Data transfer is only limited when data is written to the network user data folder,. Data transfer is not limited when data is written to the desktop user data folder. Data transfer is not limited during the incremental backup of Outlook PST files or Lotus Notes NSF files.

    Yield bandwidth to other programs

    Enables DLO to reduce data transfer over the network when other applications on the desktop computer transfer data. DLO automatically resumes normal data transfer rates when other applications are not using this resource.

    The yield bandwidth option monitors network traffic on the desktop computer. If DLO uses more than 90% of the total current traffic, DLO is not throttled.

    DLO throttles itself to use only the otherwise unused portion of the connection when the following conditions are met:

    • DLO traffic drops below 90% of the total network traffic on the desktop

    • Total traffic is over 60% of the maximum traffic that is seen on the connection

    For example, if there was 70% total usage, DLO throttles itself to 30% of maximum.

    Selecting this option can improve system performance when other network-intensive applications are running at the same time. Data transfer is only limited when data is written to the network user data folder. Data transfer is not limited when data is written to the desktop user data folder.

    Limit network user data folder to (MB)

    Limits the disk space available on the network to store DLO backup files and type the amount of space you want to use for storage.

    Enable desktop user data folder

    Enables the use of the desktop user data folder.When Enable desktop user data folder is checked, the following actions occur:

    • Files are copied to the desktop user data folder first.

    • Files are then copied to the network user data folder from the desktop user data folder.

    These actions occur even when DLO is configured to keep zero revisions in the desktop user data folder.

    When Enable desktop user data folder is unchecked, files are copied straight to the network user data folder from the original location.

    Advantages to enabling the desktop user data folder:

    • Offline protection is provided because revisions can be stored locally as well as on the network.

    • Because files are more quickly saved to the local computer than to the network, the time a file is held open for backup is reduced.

    Advantages to disabling the desktop user data folder:

    • If local revisions are not required, this option prevents backup files from being stored in the desktop user data folder. No revisions are saved in the desktop user data folder even if backup selections specify that a certain number of revisions should be stored locally.

    • Works well for desktop users with very limited disk space.

    • DLO creates empty place holders in the desktop user data folder, even if the folder is disabled or the number of revisions is set to zero. The place holders can be seen in the Desktop User data folder, but contain no data. They indicate which files and folders have been backed up and saved to the network user data folder.

    Limit desktop user data folder to

    Select one of the following options to limit the disk space that is available to store DLO backup files:

    • A percentage of the total disk space (%)

      Enter the percentage of the total disk space that you want to allocate to storage of DLO backup files in the desktop user data folder.

    • A size (MB)

      Enter the maximum amount of disk space, in megabytes, that you want to allocation to storage of DLO backup files in the desktop user data folder.

    By limiting available disk space for the desktop user data folder, you can prevent overloading of the desktop's hard drive. However, backups can fail to run if the desktop user data folder space limit is set too low.

    Override the default desktop user data folder path

    If you do not want the desktop user data folder to reside in the default location, check Override the default desktop user data folder path. Then, type the path to the folder that you want all new Desktop Agent users that are assigned to this profile to use.

    The folder must already exist on the desktop before the new user logs on for the first time after being assigned to this profile. The Desktop Agent does not create the folder. If the folder does not exist before the user logs on for the first time, DLO uses the default folder for backups.

    The default folder is located at the following path on the computers that run Windows XP and earlier operating systems:

    \\Documents and Settings\<user_name>\Local Settings\Application Data\Symantec

    The default folder is located at the following path on the computers that run Windows Vista:

    \\Users\<user_name>\AppData\Symantec

  5. On the Backup Selections tab, select the backup selections that you want to apply to users of this profile.

    You can add, modify, and delete backup selections for a profile from this dialog box. When a new backup selection is created, it is available for selection in all profiles. Changes that are made to a backup selection in one profile impact all other profiles that use the backup selection. Similarly, when a backup selection is deleted, the change impacts all profiles that use the backup selection.

    See About backup selections in DLO.

  6. On the User Settings tab, select the appropriate options as follows:

    Desktop Agent display settings

    Select one of the following options to determine the desktop user's level of interaction with the Desktop Agent:

    • Display the complete interface. Select this option to enable desktop users to access all Desktop Agent options.

    • Display only the status. Select this option to enable desktop users to view the status of backup jobs. With this option, desktop users cannot change settings for the Desktop Agent or access any options other than the status.

      Desktop users can right-click the system tray icon to open the status view or exit the program.

    • Display only the system tray icon. Select this option to display the Desktop Agent icon in the system tray in the lower right corner of the screen.

      Desktop users can right-click the system tray icon to exit the program.

    • Do not display anything. Select this option to run the Desktop Agent in the background. The desktop user cannot view the Desktop Agent.

    Restore data

    Enables the users in this profile to restore their backed up files.

    See Restoring files by using the Desktop Agent.

    Add user-defined backup selections

    Enables the users in this profile to create and modify backup selections. This option does not allow users to modify backup selections that are made by the DLO administrator in the profile.

    With this option selected, users can add a backup selection to back up a folder that is excluded from the profile backup selections. The only way to prevent users in a profile from backing up a specific folder is to uncheck this option.

    See About backup selections in DLO.

    See Modifying backup selections in the Desktop Agent's standard view.

    See Modifying backup selections in the Desktop Agent's advanced view.

    Modify profile backup selections

    Enables the users in this profile to modify backup selections that were created by the DLO administrator for the profile.

    See About backup selections in DLO.

    See Modifying backup selections in the Desktop Agent's advanced view.

    Customize backup selection revision policy settings

    Enables the users in this profile to modify the revision policy settings. Users cannot change these settings if this option is not checked.

    Change backup selection encryption settings

    Enables the users in this profile to turn encryption of backup files on or off.

    Change backup selection compression settings

    Enables the users in this profile to turn compression of backup files on or off.

    Customize profile logging settings

    Enables the users in this profile to customize profile logging settings.

    See Setting customized options on the Desktop Agent.

    Customize profile email settings

    Enables the users in this profile to customize mail settings in the profile.

    See Setting customized options on the Desktop Agent.

    Move local user data folder

    Enables the users in this profile to move the local user data folder to a new location.

    See Moving the desktop user data folder.

    Change groom policy settings

    Enables the users in this profile to customize grooming settings.

    See Setting customized options on the Desktop Agent.

    Synchronize files

    Enables the users in this profile to synchronize data across all of their computers that run the Desktop Agent.

    See About synchronizing desktop user data.

    Customize local disk quota

    Enables the users in this profile to limit the amount of disk space that can be used to store backup files in the desktop user data folder.

    See Setting customized options on the Desktop Agent.

    Modify backup schedule

    Enables the users in this profile to modify the schedule on which their files are backed up.

    See Changing schedule options for a DLO backup job.

    Customize connection policies

    Enables the users in this profile to customize connected based policies.

    See Customizing connection policies.

    Cancel scheduled or manual jobs

    Enables the users in this profile to cancel both scheduled and manually initiated jobs. Scheduled jobs run again at the next scheduled time. Manual jobs must be restarted manually.

    See About suspending or canceling a job.

    Suspend jobs

    Enables the users in this profile to suspend jobs for a specified amount of time.

    See About suspending or canceling a job.

    Disable Desktop Agent

    Enables the users in this profile to disable the Desktop Agent from the tray icon. The users can also re-enable the Desktop Agent.

    Work Offline

    Enables the users in this profile to set the Desktop Agent to work offline.

    See Changing your connection status.

    Save encrypted passwords used by DLO

    Enables users to automatically authenticate to the media server or storage location in the event of an authentication failure. An authentication error may occur when the desktop user logs in using a local or cross-domain account. If you do not select this option, DLO prompts for a password in the event of an authentication failure.

    Suppress errors and warnings

    Prevents error and warning message boxes from being displayed when a user is not interacting with the Desktop Agent.

    When user goes offline, automatically go back online after

    Enter the amount of time you want the Desktop Agent to wait before going online again after the Desktop Agent has placed it offline.

    When user suspends a job or disables the Desktop Agent, automatically resume or enable after

    Enter the amount of time you want the Desktop Agent to wait before resuming a job or enabling the Desktop Agent after the user suspends a job or disables the Desktop Agent.

    If an individual user changes the user settings, the changes apply only to that user.

  7. On the Schedule tab, select the appropriate options as follows:

    Whenever a file changes

    Select this option to back up files whenever they change.

    On NTFS drives, backups occur automatically whenever a file changes. For FAT drives, you must enter a backup interval in the Back up changed files every field.

    According to a schedule

    Select this option to back up files according to a customized schedule.

    Click Edit schedule to configure the backup schedule. The backup schedule is configured in step 8.

    When initiated by the user

    Select this option to enable desktop users to determine when to back up their files.

    Do nothing

    Select Do nothing from the drop-down menu to proceed with a logout, restart, or shutdown even when there are files that require backup.

    If a job is already running, the user is prompted to log out, restart, or shut down when the job is complete.

    Prompt user to run job

    Select Prompt user to run job from the drop-down menu to have DLO prompt the user to run a backup job before proceeding with the logout, restart, or shutdown.

    If a job is already running, the user is prompted to cancel the job before continuing with the logout, restart or shutdown.

    Run job immediately

    Select Run job immediately from the drop-down menu to back up waiting files without prompting before proceeding with a logout, restart, or shutdown.

    If a job is already running, the user is prompted to cancel the job before continuing with the logout, restart or shutdown.

    Run job as scheduled

    Select Run job as scheduled from the drop-down menu to proceed with a logout, restart, or shutdown, and to back up files according to the schedule.

    If a job is already running, the user is prompted to cancel the job before continuing with the logout, restart or shutdown.

    Run job at next login

    Select Run job at next login from the drop-down menu to proceed with a logout, restart, or shutdown without prompting, and to run a job at the next login.

    If a job is already running, the user is prompted to cancel the job before continuing with the logout, restart or shutdown.

  8. If you selected Edit schedule, select the appropriate options as follows, and then click OK:

    Run on these days

    Select the days on which you want to back up files.

    Run once at

    Select this option to run a single backup on the days you selected at the time specified.

    Run every

    Select this option to run backups at the specified time interval on the days you selected.

    From

    If you selected Run every, select the beginning of the time interval over which you want backups to begin.

    Until

    If you selected Run every, select the end of the time interval over which you want backups to begin.This field specifies the end of the time period within which backups can begin.

    If a backup is in progress at this time, it runs to completion.

    Start backup jobs over a period of

    Select this option to stagger start times for backup jobs. Rather than starting all backup jobs at exactly the time indicated, DLO distributes the start times over the specified interval to better distribute the demands on the server and network.

  9. On the Options tab, select the appropriate options as follows:

    Keep log files for a minimum of (days)

    Specify the minimum number of days to keep log files. Log files are not deleted until they are at least as old as specified.

    Log files are not deleted until their combined size exceeds the setting for the combined size of all log files.

    After minimum number of days, delete oldest log files when combined size exceeds (MB)

    Enter the maximum combined size of all log files to be retained before the oldest log files are deleted.

    You may have more than the specified number of MB of log files stored if none of the log files is as old as specified in the Keep log files for a minimum of (days) setting.

    Log groom messages

    Select this check box to create logs for grooming operations.

    Log information messages for backup

    Select this check box to create logs for all backup operations.

    Log warning messages

    Select this check box to create logs for all operations that generate warnings.

    Enable message level incremental backups of Outlook PST files

    Select this check box to enable incremental backups of Microsoft Outlook Personal Folder (PST) files. Incremental backups must be enabled to allow PST files to be backed up while they are open.

    If this option is not checked, PST files that are configured in Outlook are fully backed up each time the PST file is saved. In general, PST files are saved when Outlook is closed.

    When Outlook PST files are backed up incrementally, only one revision is maintained regardless of the number of revisions that are set in the backup selection.

    Microsoft Outlook must be your default mail application for DLO to perform incremental backups of PST files.

    Synchronized files cannot be backed up incrementally.

    See About using DLO to back up Outlook PST files incrementally.

    Ignore PST files which have not been configured in Outlook

    Select this option to exclude PST files that are not registered with the Microsoft Outlook client on a Desktop Agent computer.

    Enable message level incremental backups of Lotus Notes email files

    Select this check box to enable incremental backups of Lotus Notes email files. Additional configuration may be necessary.

    See Backing up Lotus Notes NSF files incrementally.

    When Lotus Notes NSF files are backed up incrementally, only one revision is maintained regardless of the number of revisions that are set in the backup selection.

  10. On the Connection Policies tab, click Add.

  11. Create a new connection policy and configure it as follows:

    Dialup

    Select Dialup from the drop-down menu to limit or disable backups when using a dialup connection.

    IP address range

    Select IP address range from the drop-down menu to limit or disable backups for a specific IP address range.

    Specify whether you want the connection policy to apply to computers that are or are not in the IP address range you specify.

    Select IPv6 or IPv4 and enter the IP address range for the connection policy.

    IPv6 addresses are only supported on Windows XP and later operating systems. IPv6 addresses are not enforced for Desktop Agents running on Windows 2000. An additional connection policy using IPv4 addresses may be desired for Desktop Agents on Windows 2000 computers.

    Active Directory

    Select Active Directory from the drop-down menu to limit or disable backups using Active Directory. Select Configure to configure the Active Directory settings.

    See Customizing connection policies.

    Disable network backup

    Select Disable network backup to prevent users from backing up to the network user data folder. Backups continue to the desktop user data folder.

    Disable network backup for files greater than

    Select Disable network backup for files greater than to prevents users from backing up files larger than a specified size based on the connection type. Enter a files size in KB.

    Limit network bandwidth usage to

    Select Limit network bandwidth usage to and enter a value in KB/sec to restrict the usage of network bandwidth to the specified value.

    Enforce policy according to scheduled window

    Check the Enforce policy according to scheduled window to cause the connection policy to apply only during the specified period of time.

    Click Schedule to set the time during which the policy will be in effect. Schedules can be set to run weekly or for a specific date range.

  12. Click OK.