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Install the Client

Installing a WholesaleBackup Windows Client

It just takes a few minutes to install and configure a WholesaleBackup client.

Step 1 - Create a custom branded WholesaleBackup client

If you haven't already, create a custom white label software client installer by registering an account with the Backup Management Web Console using this form.

 

WholesaleBackup supports all Microsoft supported versions of Microsoft Windows (i.e. XP, Vista, 7, 8, Windows 10, 2003, 2008, 2012), both 32-bit and 64-bit on Intel or AMD.

 

Once registered, sign-in to the Backup Management Web Console located at: https://dash.backupops.com and fill out the backup client build form. The installer will automatically be generated on completing the form.

 

Step 2 - Download & Run the installer

Download the installer from the Web Console or the download link sent to you via email. 

Installing a WholesaleBackup client is as simple as downloading and running a small installer.  When you launch the installer you maybe greated with a Windows UAC (User Account Control) window as follows:

 

Microsoft Windows XP and Server 2003 do not support 256-bit code signing certificates, and since Microsoft is abandoning support for these platforms soon it has indicated they will not provide support in XP and 2003 in a security patch.  As such, when installing on XP and 2003,  if you are trying to install and run the installer directly from Internet Explorer, you may be prompted as shown in screen capture below.  To work around this, simply download and save the installer EXE on your local computer, and then run the installer from the file you saved.  More information can be found at: http://www.wholesalebackup.com/content/installing-windows-2003-and-windows-xp-further-ramifications-kb2870699.

 

Step 3 (optional) - Provide billing information

 

Depending on whose version of the WholesaleBackup client you are installing, you may be prompted to provide credit card information for billing.  If you provide this information, it will be securely transmitted to your backup host using a 128-bit encrypted https connection.

 

Step 4 - Create (or reuse an existing) backup account

 

Next will you will be prompted to create (or re-use an existing) backup account on the backup host's servers.  This information will be securely transmitted to your backup host using a 128-bit encrypted https connection and not used for marketing purposes.

 

Note the check box at the bottom of the above dialog box.  If you check this box your backup host will be able to help you recover your encryption key if you loose it, and they will also be able to perform server side restoration of your data (for example to e-mail you a file or provide you with a USB disk with unencrypted data). If you need to comply with regulations such as HIPAA or PCI, you probably will not want to check this box.

 

After a few moments you will receive confirmation of your backup account registration.

 

Step 5 - Specify initial settings

 

Next you will be prompted for a few important initial settings.  You can always change these (and other) settings after installation, but we've found most users want to specify values for these during installation.  If you would like a local backup (for fastest restores) in addition to your remote backup, you specify it here.  In addition, you can specify when to run your backups and what to do if your backups need to continue into business hours (your first full backup will be the longest).

 

Step 6 - Specify initial backup selections

 

Next you will be prompted for some default selections of what you would like backed up.  Once again, you may modify these settings after installation (to whatever precision you like), but we've found that most users want to make initial/default settings at installation time.

 

Unless you have changed the default selections when you built your own custom white label installer, the default will be those 3 sub-selections under "Common selections" on this tab (i.e. all mapped drives and shared folders for current logged in user doing install, plus the default Windows directory for all Windows' user accounts.  In addition, some filters will be created to not backup common Windows files which throw errors, such as .TMP files, the recycle bin (trash can), temporary internet files, etc.

 

If you have chosen selections which involved mapped drives or network shares, you will be prompted to specify a Windows user account and password to run backups as (so the backup scheduler and engine can access these resources).


Step 7 - Next steps

At this point, picking "OK" will let you know that you have successfully installed the backup client and that you can open the client to review your file selections and make other settings changes (such as to receive emails with information about your backups).

 

NOTE: Depending on your client environment you may need to configure Anti-Virus/Anti-Malware software and any in-use Firewalls to allow backups to succeed. Please see this FAQ on the topic: Adding Anti-Virus Exclusions And Firewall Permissions

 
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