Accessing and navigating the LiveVault portal

The Backup Direct Server Vaulting Service, also known as LiveVault, is a managed service solution that provides online backup, recovery, and electronic vaulting for your servers running selected versions of Windows Server and Linux. The Backup Direct Server Vaulting Service Portal is also known as the LiveVault Portal or Web UI. You can log into the LiveVault Portal if your company is subscribed to Server Vaulting and you have been added as a user for the company account. To log in to the LiveVault Portal you need a LiveVault Portal password. You received your LiveVault Portal password at your email address when you were added as a user for your company account.

Note:
If your company has subscribed to Server Vaulting but you have not received a password, ask your administrator or the person who requested the subscription to create a user account for you. If your company has not subscribed to Server Vaulting, contact Cloud Direct for subscription information.

This article describes the following processes:

• Logging in to the LiveVault Portal; for the first time, and subsequently.
• Navigating the LiveVault Portal
• Logging out of the LiveVault Portal.
• What to do if you're locked out of the LiveVault Portal

Logging in to the LiveVault Portal

The procedure for logging into the LiveVault portal varies depending on whether this is your first login or a subsequent login.

Logging in for the first time

To login to the LiveVault Portal for the first time, proceed as follows.

1. Open Internet Explorer.

Note: 
Supported Internet browsers - The Backup Direct Server Vaulting Management Portal is optimized for use with Internet Explorer 10.  If using Internet Explorer 11, then ensure your browser is set to compatibility mode.

2. In the address bar, enter the web portal address https://backupdirect.onlinebackup.com  and click return.

The LOGIN TO SERVER VAULTING page appears.

3. Enter your login name, which was provided in your registration email
4. Enter your custom password, which you will have created during the registration process
5. Click Login.

The AGREEMENT page opens.

6. If applicable, accept the Server Vaulting Agreement terms as follows:
   1. Read the terms of the service on the Server Vaulting Agreement page.

Note: 
The first user for your company LiveVault account must accept the agreement. Until then, no user can proceed beyond this point.

2. You will see a check box with text specifying that you have the authority to bind your company to this agreement. If you (or another authorized person) accept this agreement, follow these steps:
3. Select the, I represent that I have the authority to bind... check box.
4. Type the name, company, and e-mail address of the authorizing person in the appropriate fields. Your information as the logged-in user is the default. Changing these fields does not change your user account information. Some special characters such as '< > +' are not allowed.
5. Click Accept.

The USER INFORMATION page opens.

Note: 
You must accept the terms of the agreement before you can continue. If you do not accept the terms of agreement, click Cancel to log out. You can log in again later and accept the agreement terms.

7. In the USER INFORMATION page, enter information about yourself as follows:
   1. Type your name, company, address and contact information in the appropriate fields. Some special characters such as '< > +' are not allowed.
   2. Click Add.

The Backup Direct Server Vaulting Management Portal HOME page opens, and you can start using the portal.

Note:
Making changes to user information or company account information - If you want to change any of your user information, select your user name from the list in the left navigation pane and click Edit. This lets you change your password and edit your secret question and answer. If you want to change any company account information, select the Account menu item at the top of the screen, and click Edit Properties.

Subsequent logins

To log in to the LiveVault Portal subsequently, proceed as follows.

1. On the Login to Server Vaulting page, type your login name.
2. Type your case-sensitive Backup Direct Server Vaulting Management Portal password. For security purposes, the screen displays asterisks as you type your password, and the password is encrypted before it is transmitted.
3. Click Login.

The Backup Direct Server Vaulting Management Portal HOME page opens.

Navigating the LiveVault Portal

From the Welcome! HOME page, the reader is now guided through the functions of the LiveVault portal via the left hand navigation pane, and then the menu bar.

Welcome! HOME

The Welcome! HOME page appears after a successful login, and is the starting point for navigating the LiveVault Portal.

The Welcome! HOME page contains user options in a left hand navigation pane and also in a menu bar at the top of the screen. These are described below. 

In addition, there's an online Help button available at the top right hand corner of the page.

This context sensitive Help button is available on most of the LiveVault Portal pages.

The left hand navigation pane

The left hand navigation pane contains a list of Computers and Users.

Computers
Click Computers to see a list of Computers (servers) running the LiveVault agent. A New Computer may also be added from here.

Users
Click Users to see a list of Users (account administrators). A New User may also be added from here.

Computers

From the Welcome! HOME page, in the left hand navigation pane, click on Computers and then click on a Computer icon.

The Computer Summary page appears.

Summary
The Summary page contains a summary of backup details for the Computer, listing any backup policies, plus backup and restore status.

From the Summary page, there are a number of additional tab options available. These are,

• Backup
• Restore
• Reports
• Properties

The Schedule Computer Deletion button in the bottom right hand corner enables a computer to be deleted from the LiveVault backup schedule. To remove a computer from the LiveVault backup schedule, click Schedule Computer Deletion to open the DELETE COMPUTER window, then select a date for deletion. The computer will be deleted from the backup schedule on that date. The Schedule Computer Deletion button appears at the bottom of each page opened by a tab in this section.

Note:
A Computer may be deleted only if it shows as disconnected in the Portal, which means the LiveVault Agent is uninstalled.

Backup
The Backup page contains details of current backup policies running on the Computer.

An existing backup policy can be edited from this page by selecting edit policy. A new standard backup policy can be created by selecting add new Standard Policy. The view all policy configurations link will open a new window displaying further details of each policy

Restore
The Restore page contains details of any restore activity during the last 48 hours.

Click New Restore to submit a request to restore data for this Computer.

Reports
The Reports page enables the generation of reports.

To generate a report, proceed as follows:

1. From the Choose Report dropdown menu, select either Backup Log, Restore Log, Network Usage or Server.
2. Select a Start Date and End Date for the report.
3. In the Include log entries area, tick required checkboxes to include log entries from these areas; Errors, Warnings or Informational.
4. Select required report format from the Generate the report in the following format dropdown menu (XLS, PDF, HTML, RTF or TEXT).
5. Click Generate Report.

A window opens asking if you would like to Open, Save or Save As this report. Select as required.

Properties
The Properties page contains details of the Computer, its configuration, and a technical contact in case of queries or problems.

Click Edit Properties to open an Edit Computer page and change any of the Computer properties, including Computer name and Technical contact, or to suspend backup or change bandwidth throttling,

Note:
A Get Password button on this page enables high level administrators only to retrieve the computer encryption password. For security reasons this facility is not available to standard administrators.

Users

From the Welcome! HOME page, in the left hand navigation pane, click on Users and then click on a User icon.

The User page appears. This page contains your personal information:

• Account – Your username and when you last logged in.
• Address – Your address details.
• Contact – Your email and phone contact details
• Status email – Details of when you are scheduled to receive status emails from LiveVault.
• Secrets – Your own secret question and answer for ID authentication.

It also includes a Send test email to this account link which, when clicked, sends an auto-generated email from LiveVault to your email address.

Click the Edit button, in the bottom right hand corner of the page, to modify any of your details, including Change Password.

The menu bar

The menu bar contains the following options.

• Home
• Account
• Logout
• Help
• Downloads

These are explained below.

Home

This is the Welcome! HOME page that opens after logging in to the LiveVault Portal.

Account

The Account menu contains two tabs; Properties and Reports.

Properties
These are properties associated with the User. The properties are; name, address, contact details, LiveVault settings and server status email settings. Properties may be edited by clicking the Edit Properties button in the bottom right hand corner of the page. A link to Server Template Management opens a new window that displays a list of existing server templates and their associated IDs. It also links to a list of your TurboRestore Appliances (TRAs).

Reports
To generate a report, proceed as follows:

1. From the Choose Report dropdown menu, select either Audit Log, Server, Appliance or Advanced Server Report.
2. Select a Start Date and End Date for the report.
3. In the Include log entries area, tick checkbox to include only Non Empty log entries.
4. Select required report format from the Generate the report in the following format dropdown menu (XLS, PDF, HTML, RTF or TEXT).
5. Click Generate Report.

A window opens asking if you would like to Open, Save or Save As this report. Select as required.

Logout

Clicking Logout logs you out of the LiveVault Portal and returns you to the LOGIN TO SERVER VAULTING page.

Help

Clicking Help opens a new window containing the online Help.

A navigation pane on the left hand side contains a list of Contents and a Search facility. Articles may be added to Favorites, and may be printed if required.

Note:
Context sensitive help is available on most pages within the LiveVault Portal. Look for the Help icon  on the top right hand corner of the page. Click it to see information relevant to the page you're viewing.

Downloads

The Downloads menu contains two tabs; Agent Software, and Utilities.

Agent Software
This page lists the LiveVault Agent software available for download. Simply select the software download you require, then click the Download button at the bottom of the page.

Utilities
This page lists LiveVault Utilities, such as LVLocator, available for download. Simply select the Utility you require and it will be downloaded automatically.

Logging out of the LiveVault Portal

To log out of the Web interface, click Logout on the Backup Direct Server Vaulting Management Portal menu bar.

This action logs you out from your current Backup Direct Server Vaulting Management Portal session. At this point, you can safely close the Web browser window, log in to Backup Direct Server Vaulting Management Portal again, or go to a different Web site.

Logging out of Backup Direct Server Vaulting Management Portal does not stop any Server Vaulting operations, such as backups and restores.

Note: 
Backup Direct Server Vaulting Management Portal logs you out after 15 minutes of inactivity. However, you can subsequently log in again to continue your session.

What to do if you're locked out of the LiveVault Portal

You can be locked out of the LiveVault Portal for several reasons. The action you must take to log in again depends on the cause. See below.