What is a Shared Fileset?

A Shared Fileset is a saved definition of what a backup should protect, a saved backup set.

This could be entire volumes, folders and/or files.

How is a Shared Fileset used?

When a new client is created and registered with a device, a shared fileset can be selected by dropdown menu in the 'Edit Client' page within the CFA Management Console.

Shared Filesets are especially useful in virtual (VMware or Hyper-V) environments wherein the option to 'Automatically backup newly detected VMs' is enabled.

This means that when a new VM is created on a registered VM Host, that new VM will automatically be protected to the CFA without the intervention of an Administrator, saving time and reducing risk.

What do you need to create a Shared Fileset?

To create a Shared Fileset, the only pre-requisite is that the CFA has been configured and is active and that you know what you'd like to protect.

1. Creating a Shared Fileset

  1. In the CFA Management Console, go to **Clients** > **Shared File Sets**.
  2. A table will appear with Shared File Sets that already exist (or empty). Select the "New" button just above the 'Name' header in the first column.
  3. Enter a name and define an OS for the Fileset. These can be changed later.

2. Editing the Fileset

Once named, the File Set Editor window will appear with various options:

  1. Promote jobs to FULL after file set configuration changes
    1. If you edit a file set, checking this box means the very next backup will be a FULL instead of an Incremental. This makes sense and is recommended for most cases.
  2. Windows Options (VSS)
    1. Unless you're setting up a File Set for Hyper-V, you want to check the box to modify settings and
      1. Use the Service with All non-excluded writers (recommended)
    2. IF for Hyper-V, then check the box "Do not use the service" since we'll be relying on our own writer instead of VSS
  3. Backup Plug-in Control
    1. If you're backing up Exchange and/or SQL, then you'll always want to check the box for Enable Override
      1. Use Client Config refers only to much older versions of the CFA (pre v6) wherein the Backup set was configured within the client ON the machine itself. Now, all settings are managed from this console.
  4. Starting Directories and Files
    1. Select "new" and you'll be given a new window to identify specific volumes/folders for backup
      1. For each volume and/or folder address, enter a new line (like old INI file formats)
        1. browsing only works if editing the fileset of a specific client, not when create a new file set on its own.
      2. We recommend checking the boxes to 'include subdirectories'.
      3. We also recommend to check 'preserve access times' for your files.
      4. Signature check will provide options to determine if a file is unique/changed or not
        1. SHA1 or MD5 are provided options. Choose based on your compliance, or go with SHA1 if you're not sure. These hashes are both recognized in US courts when proving ownership of data.
      5. The other settings are used in special cases and not typically checked.
    2. Select "Ok"
  5. Assigning Share File Sets
    1. To assign a shared file set, open an Edit page for one of your Clients
    2. In the file set section, use the dropdown to choose from one of your available file sets.
  6. File Set Table Summary
    1. When you open the Shared File Set tab, you'll see all existing File Sets and the number of clients currently using them.