Overview
The Remote Management dashboard lets Users manage backup selections, configure settings, and trigger restores — all in one place without ever accessing the client machine directly.
You can access the Settings GUI from two places in the Backup Ops Web Console- The Remote Manager, and the Transfer Details pages.
To open the Settings GUI from the Remote Manager tab, select the computer you'd like to edit by opening the Remote Management list and locating your client from the table, then click the Settings button to open the Remote Settings GUI.
To open the Settings GUI from the Transfers tab, select the computer you'd like to edit from the Transfer table which will expose the Transfer Details of that client in the bottom half of the page. In this details view, click the Settings button to open the Remote Settings GUI.
This guide walks through each area of the feature.
Remote Selections
The Selections tab is where you specify which files and folders the backup client should include in or exclude from its backups. The behavior is identical to the Selections page in the backup client itself — changes made here are saved to the client's .sel file and synced to the client automatically.
At the top of the tab, use the dropdown to choose which selection set you are editing. Most clients use the same selections every day (the default Everyday set), but you can also configure selections for specific days or groups like Weekend or Weekdays. Keep in mind that on any given backup day, the client may apply multiple sets — for example, a Saturday backup will use Saturday, Weekend, and Everyday selections together.
The file tree below the dropdown lets you browse the client's drives and folders. Clicking an item cycles it through three states:
- Unselected — the item will not be backed up
- Selected (blue checked) — the item is included in the backup
- Excluded (red X) — the item is explicitly excluded, even if a parent folder is selected
Click the info button next to the selection set dropdown for a quick reference on these states. When you're done making changes, click Save Changes to write the updated selections to the client. The Remote Manager will automatically sync the client so the new selections take effect on its next backup.
Tabs within the Remote Settings GUI
EMAIL
Configure how the backup client sends status notifications. The top section controls alert thresholds — you can enable or disable post-backup email summaries and set how many days without data or without a connection should trigger an alert from the host. The bottom section holds the SMTP settings (server, port, SSL/TLS, account, from/to/CC addresses) used to send those emails. Note that the SMTP password can only be set from the client itself and is read-only here.
Note that this email setting is for the individual Client. For our preferred method of Email Reporting, please visit the Alerts & Reports page in the BackupOps Web Console.
Backup Settings
Controls the core behavior of the backup engine. Options include whether to back up to the local vault, the remote vault, or both; whether to run them in parallel or serialize local-first; the local vault path and optional auxiliary (offsite rotation) path; a temporary cache folder; log folder and retention; file compression level; archive flag behavior; pre- and post-backup commands; and whether to allow encryption key recovery.
Backup Schedule
Sets when and how often the client backs up. The backup mode toggle switches between a time-based scheduled backup (configurable separately for weekdays and weekends) and continuous mode, which runs on a recurring interval. Additional options include bandwidth throttling windows for weekdays and weekends, a "postpone until" date to defer backups, and what to do when a backup completes (leave running, restart, or shut down).
Selections
See the Selections section above.
Customer Info
Stores the end user's contact details — first name, last name, email, phone, and organization. These fields map to the [User] section of the client's INI file and are used for identification purposes.
Expert
Advanced settings intended for power users and administrators. Includes bandwidth throttling (max upload speed), file version and retention limits, minimum free disk space, VSS backup mode (Windows only), CPU priority, multi-threading, symlink/junction point handling, EFS double-encryption, verbose debug logging, and miscellaneous flags like blockupgrade, preservedeleted, and threads. Also includes an End User Restrictions section where you can hide the Restore tab or the Backup/Email settings tabs from the client GUI.
Restore
Launches the interactive file restore interface for the selected computer. Requires MFA verification and an active session. See the Restore documentation for details.
Disk Image Restore
Launches the bare metal / disk image restore interface. Like the Restore tab, it requires MFA and an active connection to the client. See the Disk Image Restore documentation for details.
Saving Settings
Each tab surfaces a primary action button (e.g. Save Changes, Start Restore) in the header or footer. Changes made in the Settings GUI are staged as an update in the remote vault and are pulled in and applied by the client when it connects for backup.
Note: A link to the relevant documentation (Restore Docs or INI Settings Docs) is always available in the header bar of the Settings GUI for quick reference.