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How to Create and Configure a Backup with Iperius One


To create and configure a backup with Iperius One , access the dashboard, select the device you want to protect, and open the Backup tab . Then click Add Backup and complete the four steps of the wizard: source, destination, schedule, and summary.

Depending on the modules available in your license, you can protect files and folders, network paths, entire disks, Hyper-V virtual machines, Microsoft 365, and SQL Server databases.

Would you prefer to follow the setup on video?

Watch the video tutorial and discover step-by-step how to choose
the source and destination, configure the schedule, and create
a new backup with Iperius One.

Watch the video tutorial on YouTube

What backups can you create with Iperius One?

The sources available in the setup procedure depend on the modules associated with the device.

With Iperius One you can create backups of:

  • local files and folders
  • files and folders located in network locations
  • disks and partitions via Drive Image
  • Microsoft Hyper-V virtual machines
  • Exchange Online
  • OneDrive for Business
  • SharePoint
  • Microsoft Teams
  • Microsoft SQL Server database

Where can you save the backup?

Data can be copied to local, network, FTP, or cloud destinations.

Type Destinations Usage
Local Local folders, internal disks, or external drives. For a quick copy to a media connected to the device.
Net NAS, servers and shared folders. To centralize copies in the corporate infrastructure.
Cloud FTP, Amazon S3, S3 Compatible, Iperius Storage S3, Azure Blob,
Azure File, Dropbox, Google Drive and OneDrive.
To keep a remote copy away from the company premises.

What to check before creating a backup

Before starting the setup, please check that:

  • the Iperius One Agent is installed and updated
  • the device appears online in the dashboard
  • the computer is associated with the license
  • the required form is available
  • the source is accessible
  • the destination has sufficient space
  • the required credentials are correct
  • the account used has the required read and write permissions

Create your centralized backup

Log in to your dashboard and select the device you want to protect.

Open the dashboard

How to create a new backup with Iperius One

1. Access the dashboard

Open Iperius One and log in using your account credentials.

2. Select the device you want to protect

Open the Devices section and click on the name of the computer on which you want to set up the backup.

3. Open the Backup tab

On the device page, select the Backup tab . This area displays the operations configured on your computer.

4. Click Add Backup

Open the Backup menu at the top of the page and select Add backup job or Add backup .

Step 1: How to choose the source

The source identifies the data that needs to be protected. Select the most appropriate type in the first step of the wizard.

Files and folders

Select Local File/Folder to protect data on your computer’s local disks.

Use Network Folder when the source is on a NAS, server, or shared folder.

Drive Image

Select Drive Image to create an image of your disk or partition, including your operating system, programs, settings, and data.

Hyper-V

Select Hyper-V to protect virtual machines on a Microsoft Hyper-V host.

Microsoft 365

You can choose one of the available Microsoft 365 services:

  • Exchange Online;
  • SharePoint;
  • Microsoft Teams;
  • OneDrive for Business.

SQL Server

Select SQL Server to configure backup of one or more Microsoft SQL Server databases.

How to configure the data to be protected

After choosing the type, select the items to include in the backup.

Depending on the source, you will need to indicate:

  • local files and folders
  • a network path and related credentials
  • disks or partitions
  • Hyper-V virtual machines
  • Microsoft 365 accounts and services
  • SQL Server instance and database

Please check your selection carefully before proceeding to your destination.

Step 2: How to choose your destination

In the Destination step , choose where the copied data should be stored.

Local folder

Select Local File/Folder to save the backup to a disk or folder on your device.

Network path

Select Network Folder to use a NAS, file server, or shared folder.

Enter the path and use an account with write permissions.

FTP

Select FTP and configure the server address, credentials, and remote folder.

Cloud

You can set up services such as:

  • Google Drive
  • Dropbox
  • OneDrive
  • Amazon S3
  • S3 Compatible
  • Iperius Storage S3
  • Azure Blob
  • Azure File

How to create a credential to use in backup

Credentials allow you to centrally store the accounts needed to access cloud services, FTP, Microsoft 365, SQL Server, and network locations.

You can create them before the job from the Backup > Credentials section or during configuration, when the interface allows it.

Procedure for adding a credential

  1. open Backup > Credentials 
  2. select the account type
  3. enter a recognizable name
  4. fill in the authentication data
  5. run the account test, if available
  6. save the credential

How to create a repository

A repository is a pre-configured destination that includes an account, service, and storage location.

You can use it to quickly select the destination in new jobs, avoiding repeating the same configuration each time.

Procedure for creating a repository

  1. open Backup > Repositories 
  2. select the destination type
  3. enter a descriptive name
  4. select a saved credential
  5. click Connect 
  6. choose the folder, bucket or path
  7. save the repository

Tip: Use names that clearly identify the customer and the destination, for example “Customer Smith – Iperius Storage S3”.

Step 3: How to schedule your backup

In the Scheduling phase you can decide whether to run the job manually only or create an automatic schedule.

Scheduling can be configured:

  • every certain number of minutes
  • every hour
  • daily
  • weekly
  • monthly
  • annually

How to choose the right frequency

Consider:

  • how often the data changes
  • the criticality of the information
  • the expected duration of the operation
  • network speed
  • the available space
  • computer usage times
  • the available operating window

For heavier jobs, it’s best to choose a time when your device and network are least used.

Step 4: Check the summary and save

In the Summary phase, check all the settings before saving.

Verify:

  • the selected source
  • the elements to be protected
  • the destination
  • the credential or repository used
  • the configured schedule

Then give the job a clear name, for example:

  • Daily backup of server documents
  • Drive Image PC administration
  • Microsoft 365 Backup Direction
  • Management SQL backup
  • Production Hyper-V backup

Finally, click the save button. The job will be added to the device’s backup list.

Is it advisable to take a test right away?

After saving the configuration, it is advisable to perform at least an initial manual test.

At this stage, simply verify that the job can start and that the source and destination are reachable. Detailed review of results, statistics, alerts, and logs is covered in the backup management guide.

Next step:
consult the guide

How to monitor and manage backups with Iperius One

to check results, statistics, logs, and errors.

Conclusion

Creating a backup with Iperius One occurs through four phases: source selection, destination configuration, scheduling, and summary.

You can protect files, disks, virtual machines, Microsoft 365, and SQL Server databases and save copies locally, on the network, to FTP, or in the cloud.

Centralized credentials and repositories also allow you to reuse accounts and destinations across multiple configurations.

Create your backup with Iperius One

Configure your source, destination, and schedule from a single, centralized dashboard.

Open the dashboard

Discover Iperius One

Frequently asked questions about creating backups with Iperius One

How do you create a backup with Iperius One?

Open Devices, select your computer, go to the Backup tab
, and click Add Backup. Configure the source, destination,
schedule, and summary, then save the job.

What data can I protect?

You can protect files and folders, network paths, disks,
Hyper-V virtual machines, Microsoft 365, and SQL Server databases,
based on the modules associated with the device.

What destinations are available?

You can use local folders, network locations, FTP,
Amazon S3, S3 Compatible services, Iperius Storage S3,
Azure Blob, Azure File, Dropbox, Google Drive, and OneDrive.

Why is a backup type not available?

The requested module may not be included in the license,
have no free seats, or may not yet be associated
with the device.

Can I schedule backups automatically?

Yes. You can configure runs for minutes, hours, days,
weeks, months, or years and choose specific days and times.

What are saved credentials used for?

They allow you to reuse cloud, FTP, Microsoft 365,
SQL Server, or network accounts without re-entering data in each job.

What is a repository?

It is a destination already configured with account, service and path,
ready to be selected when creating backups.

Do I need to run a test after setup?

It is recommended to start a first manual run to verify
that the source and destination are accessible.

Do you need assistance?

Contact Iperius technical support for assistance in configuring the backup.

Contact Iperius