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How to Backup Data Using Syncovery on NMCI

 If this is the first time using Syncovery, start at Section I. If you already have a profile created and are returning to run it, skip to
Section III.
 Note: Close ALL open windows and applications, including Outlook, to get a 100% backup.

Table of Contents
I. Add Symantec Encryption Password/Certificate
II. Create Syncovery Profile [Wizard Mode]
III. Run an Existing Syncovery Profile [Wizard Mode]
IV. Create Syncovery Profile [Advanced Mode]
V. Run an Existing Syncovery Profile [Advanced Mode]

I. Add Symantec Encryption Password/Certificate


1. Go to Start > All Programs > Symantec Endpoint Encryption
Client > Symantec Endpoint Encryption Client.
2. Once open use the left side options menu and find the
Removable Storage heading near the bottom and click “Default
Password” to create a Default Password (do not lose this
password), in case you lose your CAC or get a new one.
3. Next under the same Removable Storage heading click “Certificates” to register your CAC certificate.

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4. Click OK, and close Symantec Endpoint Encryption Client.

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II. Create Syncovery Profile [Wizard Mode]
1. Go to Start > All Programs > Syncovery, and launch the application.
2. Choose the first icon “Perform a Synchronization or Backup Now”.

Step 1 of 6: Specify Folders:


i. Identify where the folders and files are located, and where to back them
up to: Use the Left-Hand Side ‘Browse’ button to locate your user profile
on your hard drive. Click “OK” to continue.
ii. Use the Right-Hand Side ‘Browse’ button to locate your backup drive.
Click ‘My Computer’ to see a list of available drives. Select your Backup
Drive (usually drive letter E:).
iii. It is recommended you create a new folder named Backup on the external
hard drive. To do this, click the ‘Make New Folder’ button. To rename the
New Folder, type the name in the field provided. Click ‘OK’ to continue
and this will be pasted in the correct field.
iv. Click Next.

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Step 2 of 6: Sync Direction and Subfolders:
i. Choose copy direction: Click ‘Left to Right’.
ii. Chose subfolders: Click ‘Selected Folders and Files’.
a. A new explorer-type window opens, divided into two sections. The Left-Based Path is your computer’s internal hard
drive; and, the Right-Based Path is your Backup Drive.
b. Place a checkmark next to any folder you want to be backed up. Choose Desktop, Favorites, and My Documents at
a minimum. You might also want to expand your backup inclusions to include:

C:\Users\your.name\AppData\Roaming\Microsoft\Outlook
C:\Users\your.name\AppData\Roaming\Microsoft\Signatures [For your email signatures]
C:\Users\your.name\AppData\Roaming\Microsoft\Excel [For any Macros you may have saved]

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iii. Click ‘OK’ when finished making selections to close window. Click ‘Next’ to continue.

Step 3 of 6: Choose Sync Modes


i. Accept all default choices on this page by clicking ‘Next’.

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Step 4 of 6: Choose File Types
i. In “Mask for Files & Folders to Exclude” enter the following then click Next.
*.ost;*.oab

Step 5 of 6: Specify Timer Settings


i. Accept all default choices on this page [nothing checked] and click ‘Next’.

Step 6 of 6: Save and Run Profile


i. Enter a name for the profile, eg. Backup, and click ‘Save & Run’.
ii. A new window opens and a file list will be built presenting files chosen for back up.
iii. Click the ‘Start’ button in lower left of this window to begin your backup, which could take an hour or more to complete
the first time.
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III. Run an Existing Syncovery Profile [Wizard Mode]
1. From the Welcome to Syncovery screen, click the second button, Edit
or run one of my saved profiles.
2. Choose the profile you wish to run, then click the Run Profile button. A
new window opens and a file list will be built presenting files chosen for
back up. If all is correct, click the ‘Start’ button.

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IV. Create Syncovery Profile [Advanced Mode]
Advanced Mode is for users who feel they need more control over the backup options. This section won’t detail each step, but will
make note of items you should be aware of.

1. From the Welcome screen click on “Switch to Advanced Mode” in the upper left hand corner.
2. To create a new profile, click the green “+” symbol on the left. This will bring up the Profile Settings window.
i. Required: Profile Name, Left-Hand Side [your computer], Right-Hand Side [your external hard drive].
ii. Ensure Copying Direction is Left to Right [default].
iii. Click the Choose Folders and Files to specify folders you want included.
iv. In the Advanced Settings at the bottom, go to Folders, and check “On the Right Side, Create a New Folder Each Time”. This
will create a new folder with that day’s date.
3. It is not recommended you set up to auto-backup with a schedule in Syncovery because you are required to NOT leave your external
hard drive plugged in all the time.
4. It is also not recommended you have Syncovery start a backup when you plug in the hard drive. This leads to issues when all you
want to do is recover data. You would have to stop the backup that started when you plug in the drive, which can cause issues with
the program freezing.

V. Run an Existing Syncovery Profile [Advanced Mode]


1. From the Welcome screen click on “Switch to Advanced Mode” in the upper left hand corner.
2. You will see your profile or profiles listed. To run a profile, check the appropriate box on the left for the profiles you which to run,
then click the “Run Selected Profiles” button at the top… it looks like a play/triangle.
3. A new window opens and a file list will be built presenting files chosen for back up. If all is correct, click the ‘Start’ button.

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