a. Activating with Templates using Automation

Templates enable your backups to activate automatically as they report in to Backup Radar.

As a additional benefit, templates also allow you to seamlessly modify your backup configurations, as changing the configuration once in the template can affect all the linked backups in Backup Radar.

Follow the steps below to set this up:

1. Navigate to Manage > Templates and click Add Template. If you'd like to use a template you've already created instead, skip to step 3.
   
   
   
2. Name your template anything you'd like and click Add.
   
   
   
3. Click the Edit button next to your template.
   
   
   
4. Edit your template's schedule and device type settings using the fields below:
   
   a. Schedules: Set your schedule to match how often this backup is scheduled to run. See Schedules for more details.
   
   b. Device Type: Set your device type to match the appropriate license category the backups in this template should belong to. See Device Type for more details.
   
   
5. Set any of the following optional, advanced configurations as needed and click Save when you're done:
   
   a. Backup Categories (Optional): Leave this field blank. See Backup Categories for more details.
   
   b. Tags (Optional): See Tags for more details.
   
   c. Status Calculation: See Status Calculation for more details.
   
   d. Start of Business Day (Optional): See Start of Business Day for more details.
   
   e. No Result Threshold (Optional): See No Result Threshold for more details.
   
   f. Treat Warning as Success (Optional): See Treat Warning as Success for more details.
   
   g. Alert on Failure (Optional): See Alert on Failure for more details.
   
   
6. Now that you've saved your template configurations, click the Rules button next to your template. The Rules feature lets you tell Backup Radar how to identify which backups need to be associated with this template.
   
   
   
7. Click Add Rule to create a new template rule.
   
   
   
8. Use any of the following fields to determine which backups will be pulled into these templates:
   
   a. Backup Type: Filter by backup or alert type. For more details, see Backup Type.
   
   b. Email Address: Filter based on the outgoing email address for the backup.
   
   c. Job Name: Filter by job name. For more details, see Job Name.
   
   d. Device Name: Filter by device name. For more details, see Device Name.
   
   e. Backup Method: Filter by the backup product the results originate from.
   
   f. Company: Filter based on the assigned company. For more details, see Device Company.
   
   g. Client ID: Filter by Client ID. For more details, see Backup Client ID.
   
   h. Backup Metadata (Only available for certain* backup integrations): 
   • Backup Method: Drop-down of available backup methods.
   • Key: Keys determined from the API values.
   • Value(s): Values determined from the selected key.
   
   *We support Acronis, Axcient RMC, Datto BCDR, and MSP Backup (N-able Cove). If you have a backup method (or API keys for an existing backup metadata integration) we don't currently support, see Submitting Product Ideas to the ScalePad team for instructions on submitting your request to us.
   
   
9. Use any of the following elements and buttons to configure your template rules:
   
   
   a. Add Group: Use this option to organize your template rules into groups. This is useful if you would like to apply a different boolean (the AND and OR conditions) to certain rules.
   
   b. AND/OR: Choose AND if you require every listed rule to be true for a backup result to be pulled into this template. Choose OR if you only require at least one rule to be true for a backup result to be pulled into this template.
   
   c. Reorder handle: Click and drag the reorder handle to rearrange template rules to different groups. This has no effect the order in which template rules are applied.
   
   d. Copy: Use this button next to any given template rule to duplicate it.
   
   e. Delete: Use this button next to any given template rule to delete it.
   
   
10. Click the down arrow next to Advanced Settings to explore the following settings:
    
    
    a. All companies: This option applies the template to all companies. 
    
    b. Specific companies: This option allows you to manually select the companies you would like to apply these template rules to from the drop-down menu below.
    
    
11. Once you have finished building out your rule, we recommend using the Test button to test your template rule logic before saving it.
    
    
    
    Doing this will test your template logic and display all inactive and active backups that have company assignment and match the rules.
    
    Once you've reviewed your test results and are ready to save your changes, click Save. 
    
    
12. Use the Active toggle to enable your template.
    
    This will enable your template to run hourly and capture any inactive backups that have company assignment and that match the template rules.
    
    
13. (Optional) Click the Apply Changes button.
    
    
    This will immediately capture both inactive AND active jobs (with company-assignment) that match your template rule criteria.
    
    Note: Clicking this button will also force all active templates to run, allowing them to capture jobs that don't align with the configuration settings of each template, often due to being adjusted manually. Any jobs marked as standalone will not be affected.
    
    
14. In the Apply Templates screen, review your template changes summary. If there are no conflicts to address, click Apply to apply your template changes (this may take a few minutes):
    
    a. Hide already applied: Use this toggle to either show or hide templates that have already been applied.
    b. [] to be moved: The number of backups that are moving from one template to another as a result of your applied template changes.
    c. [] conflicts: The number of backups that are in conflict, as they match more than one rule set, and will not be changed until the conflict is resolved.
    d. [] backups: The total number of backups that are assigned to a template.
    
    

b. Manually Activating a Single Backup

Follow the steps below to activate a single backup:

1. Navigate to Manage > Activate Backups, select the single backup you would like to manually activate, and click Bulk Activate.
   
   
   
2. Configure your backup's Device Information. See Device Information Settings for a deep dive into how each field works.
   
   
   
3. Configure your backup's Configuration. See Configuration Settings for a deep dive into how each field works.
   
   
   
4. Once you have configured both tabs, click Save to apply your changes.
   

c. Manually Bulk-Activating Multiple Backups

Follow the steps below to manually bulk-activate your backups:

1. Navigate to Manage > Activate Backups, select the backups you would like to manually activate, and click Bulk Activate.
   
   
   
2. Review your Selected Backups, as any changes you make will be applied to all of them.
   
   
   
3. Configure your backups' Device Information. See Device Information Settings for a deep dive into how each field works. 
   
   
   
4. Configure your backups' Configuration. See Configuration Settings for a deep dive into how each field works.
   
   
   
5. Once you have reviewed and configured all three tabs, click Save to apply your changes.
   
   To cancel your changes and immediately exit the edit window, click Cancel.
   If you made a mistake and would like to restore all fields to how they were set before you began making changes and start again, you can do this by clicking Reset Form.