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Administrator Guide 6 min read

Setting Up Backups

AXIS CloudSync's backup feature protects local folders by backing them up to the cloud on a per-path basis. Administrators can view and manage all backup paths across the organization from the Backups section of the admin panel.

How Backups Work

Backups in AXIS CloudSync operate at the folder path level. Each backup entry represents a specific local folder path on a user's machine that is being backed up to the cloud. Administrators can see all backup paths across all users and organizations from a single list in the admin panel.

Each backup entry shows the backup path, the number of files, the cloud storage size, the download size, the owner (user and machine), and the organization it belongs to. Some backups can be deactivated without deleting them — useful when a machine is retired but the backup data needs to be retained.

Viewing Backup Paths

  1. 1Log in to the web portal and click your Organization in the left sidebar.
  2. 2Click Backups in the left navigation menu.
  3. 3The Backups list loads, showing all backup paths across your organization.
  4. 4Use the Backup Path search field at the top to filter by path name.
ColumnWhat It Shows
Backup PathThe local folder path being backed up (e.g., C:\Documents, /Users/name/OneDrive)
# FilesThe number of files currently in the backup
SizeThe total cloud storage size of the backup
Download SizeThe size of the backup if downloaded
OwnerThe user and machine name the backup belongs to
OrganizationThe organization the backup is associated with
ManageAction icons: browse files, restore, settings, delete

Note

Some backup entries show a Deactivate link under the owner name. Deactivating a backup stops future backups from running for that path but preserves the existing backup data in the cloud.

Creating a Backup

  1. 1Navigate to the Backups section in the admin panel.
  2. 2Click the + Create Backup button in the top-right corner.
  3. 3Follow the prompts to select the user, machine, and local folder path to back up.
  4. 4Configure any backup settings such as schedule and retention.
  5. 5Click Save. The new backup path will appear in the Backups list.

Tip

Users can also create their own backups from the web portal or desktop client. Backups created by users appear in the admin Backups list alongside administrator-created ones, so you always have a complete view of what is being protected.

Managing Existing Backups

Each backup entry in the list has a set of action icons in the Manage column on the right. These let you perform the following actions:

IconActionWhat It Does
Browse (folder icon)Browse filesOpens the backup and lets you browse its contents file by file
Restore (clock/arrow icon)RestoreInitiates a restore from this backup path
Settings (gear icon)SettingsOpens the backup configuration to change schedule or retention settings
Delete (trash icon)DeletePermanently deletes the backup and all its stored data — cannot be undone

Important

Deleting a backup is permanent and cannot be undone. If you need to stop a backup from running without losing the data, use Deactivate instead of Delete.

Restoring from Backup

  1. 1Navigate to the Backups section in the admin panel.
  2. 2Find the backup path you want to restore from.
  3. 3Click the Restore icon (clock/arrow) in the Manage column.
  4. 4Browse to the specific file or folder you want to restore.
  5. 5Select the version or point in time you want to restore.
  6. 6Choose whether to restore to the original location or a new location.
  7. 7Confirm the restore. The files will be placed in the selected location.

Important

Restoring to the original location will overwrite the current version of the file. If you are unsure, restore to a new location first and verify the content before replacing the original.

Backups & HIPAA Compliance

For HIPAA-covered organizations, backups are a critical component of your contingency plan (45 CFR § 164.308(a)(7)). AXIS CloudSync's backup feature supports this requirement by maintaining encrypted, cloud-based copies of local data.

  • Ensure all machines that store or process ePHI have active backup paths configured.
  • Periodically verify backups are running by checking the # Files and Size columns — a backup with 0 files or 0 B may indicate a problem.
  • Test restores regularly to confirm backup data is recoverable.
  • Retain backup data for a minimum of 6 years to meet HIPAA documentation retention requirements.
  • Document your backup and restore procedures in your HIPAA Policies & Procedures.

Note

Questions about backup retention policies or storage limits? Contact [email protected] or call 1-866-232-2211.
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