Remote Monitoring & Management Help

Documents Installation

Manually Update the Windows or Mac Monitoring Agent

Backup & Recovery documents is supported from Windows Agent 10.7.0 and from Mac Agent 3.*

Enable Backup & Recovery

Individual Device

  1. Right-click on the Windows workstation or laptop in the north panel of the Dashboard (or from the Workstation drop-down)
  2. Go to Edit Workstation > Backup & Recovery
  3. Change Setting: to On
  4. Select Turn on Documents
  5. Windows: if the customer requires the full Backup & Recovery feature set: Turn onProfessional

    To apply the policy currently in place for the Client, Site or All Workstations: Use Policy Settings

  6. OK to save and apply

Multiple Devices

  1. Go to Settings > Backup & Recovery > Settings >
  2. Click Workstations
    1. For all workstations change Setting: to On
    2. Select Documents
  3. Expand Workstations to select Clients and Sites
    1. For the target Clients and Sites
    2. Change Setting: to On (or Use Parent where Documents is enabled for the parent entity)
    3. Select Documents
  4. Configure as required (links to the Settings Options are listed below)
  5. OK to save and apply


By default, devices inherit policy from site, which will in turn inherit from client, which will in turn inherit policies set for all servers and workstations.

macOS 10.14 (Mojave) and later
Apple introduced a new privacy setting in MacOS 10.14 (Mojave) to control third-party access to protected private data. To allow Backup & Recovery Documents to interact with and backup this data, once deployed you must add Full Disk Access permissions to the Backup Manager.

Backup & Recovery Documents is queued for any devices running an earlier version of the Agent and deploys once the Agent is updated to 10.7.0 or later.

During this period Backup & Recovery will appear as Pending on the Dashboard.

Windows Devices
These Global Policy setting are not applied to workstations already running Backup & Recovery in Professional mode.

To switch from Professional to Documents, you must uninstall Backup & Recovery from each device then reinstall in Documents mode.

This is covered in the section Switching between Documents and Professional.

What do you want to do?