How to set up a WORM shared folder as an HBS backup destination?

如何将 WORM 共享文件夹设置为 HBS 备份目标？

1. Log in to your NAS as an administrator.
2. Open Control Panel.
3. Go to System > Shared Folders > Shared Folder.
4. Click Create > Shared Folder.
   The Create Shared Folder Wizard opens.
   
5. Next to Folder name, specify the shared folder name.
6. Next to Storage pool, select the storage pool in which to create the shared folder.
7. Next to Provisioning type, select a provisioning type.
8. Click Advanced Settings.
9. Configure WORM.
   1. Next to Security Settings, click .
      
   2. Go to the WORM (Write Once Read Many) section.
      
   3. Next to WORM, click .
   4. Next to Mode, select one of the following WORM modes:
      • Enterprise: Users can delete the shared folder.
      • Compliance: Users cannot delete the shared folder. An administrator must delete the parent storage pool in order to delete the shared folder.
   5. Next to Lock setting, select Lock manually (set file permission to read-only).
      This option requires a user with the appropriate privileges to manually set the file permission to read-only in order to lock the file.
      
      Note

      To use a WORM shared folder as a destination in HBS, you must select the Lock manually option.
   6. Enable the retention period.
      The retention period limits how long WORM applies to each file and folder in the shared folder. Files and folders can be deleted after the specified retention period.
      
      Note

      To use a WORM shared folder as a destination in HBS, you must enable the retention period on the shared folder.
      1. Next to Set retention period, click .
      2. Specify the number of days, months, or years.
10. Click Review and Create.
11. Review the settings, and then click Create.

The system creates the WORM shared folder.

For illustration purposes, we'll create a local backup job where the source and destination folders are on the same NAS device.

1. Open HBS 3 Hybrid Backup Sync.
2. Go to Backup & Restore.
3. Click Create, and then click New backup Job.
   The Create a Backup Job wizard opens.
4. Select the source folder, and then click Next.
5. Select Local NAS for the destination NAS, and then click Select.
6. Select the WORM shared folder you created as the destination folder, and then click OK.
   
   Note

   To select a WORM shared folder for the destination folder, the folder's WORM lock setting must be set to Lock manually and the retention period must be enabled.
   For details, see earlier instructions in this tutorial.
   
7. Click Next.
8. Confirm that version management has been configured automatically to match the WORM retention period.
   
   Note

   • HBS automatically enables and configures the version management setting to match the retention period of the destination WORM shared folder.
   • You cannot change this setting.
   • This keeps backup versions retained for exactly as long as the WORM files remain immutable, so versions are neither purged early nor kept longer than necessary.
   1. Click Version Management. The panel shows the following read-only state:
   2. Enable Version Management is already selected (greyed out; it cannot be cleared).
   3. Number of days to retain each version is set automatically to match the WORM shared folder's retention period (greyed out; it cannot be modified).
      
9. Click Next.
10. Optional: Configure job rules.
11. Click Next.
12. Review the summary, and then click Create.

HBS creates the backup job.

1. Manually run the backup job.
   
   Note

   You can skip this step if you configured the job to run immediately after creation or if you want the job to run according to the schedule you configured.
   1. Go to HBS > Backup & Restore.
   2. Select the backup job you created.
   3. Click Back Up Now.
2. After the job runs for the first time, check the job report to ensure the job ran smoothly.
   1. Go to HBS > Backup & Restore.
   2. Select the backup job.
   3. Click Report.
      The Report window opens.
   4. Go to the Logs tab.
   5. Check for a message that mentions the job name and includes the words "Finished Backup job".
      For example:
      

If your backup job fails due to the destination shared folder running out of space, and the folder's parent storage pool still has free space, you can increase the capacity of the shared folder.

You can see that the destination shared folder is full by checking the Quota field of your job in HBS > Backup & Restore: 

Note

The used quota shown here in HBS may not reflect the actual used capacity of the shared folder in its parent storage pool. The actual used capacity in the storage pool subtracts the amount reduced by data reduction. You can check the data reduction by going to Storage Manager > Storage Space, identifying the shared folder, and then clicking > Manage under Action.

To expand your WORM shared folder, follow these instructions:

1. Go to Storage Manager > Storage Space.
2. Locate the shared folder. 
3. Under Action, click > Resize Shared Folder.
   The Resize Shared Folder window opens.
4. Next to New capacity, specify a greater size for the shared folder.
   
5. Click Apply.
   The system expands the shared folder. This process may take a while.

After the shared folder has been expanded, you can go to HBS and run the backup job again.

1. 以管理员身份登录到您的 NAS。
2. 打开控制台。
3. 转到系统 > 共享文件夹 > 共享文件夹。
4. 点击创建 > 共享文件夹。
   将打开创建共享文件夹向导。
   
5. 在文件夹名称旁边，指定共享文件夹名称。
6. 在存储池旁边，选择要在其中创建共享文件夹的存储池。
7. 在配置类型旁边，选择一个配置类型。
8. 点击优异设置。
9. 配置 WORM。
   1. 在安全设置旁边，点击。
   2. 进入WORM（一次写入，多次读取）部分。
   3. 在WORM旁边，点击。
   4. 在模式旁边，选择以下 WORM 模式之一：
      • 企业：用户可以删除共享文件夹。
      • 合规：用户无法删除共享文件夹。必须由管理员删除父存储池才能删除共享文件夹。
   5. 在锁定设置旁边，选择手动锁定（将文件权限设置为只读）。
      此选项要求具有适当权限的用户手动将文件权限设置为只读以锁定文件。
      
      注意

      要在 HBS 中将 WORM 共享文件夹用作目标，必须选择手动锁定选项。
   6. 启用保留期。
      保留期限制 WORM 对共享文件夹中每个文件和文件夹的应用时间。文件和文件夹可以在指定的保留期后删除。
      
      注意

      要在 HBS 中将 WORM 共享文件夹用作目标，必须在共享文件夹上启用保留期。
      1. 在设置保留期旁边，点击。
      2. 指定天数、月数或年数。
10. 点击查看并创建。
11. 查看设置，然后点击创建。

系统创建 WORM 共享文件夹。

为了演示目的，我们将创建一个本地备份任务，其中源文件夹和目标文件夹位于同一 NAS 设备上。

1. 打开HBS 3 Hybrid Backup Sync。
2. 进入备份与恢复。
3. 点击创建，然后点击新建备份任务。
   将打开创建备份任务向导。
4. 选择源文件夹，然后点击下一步。
5. 选择本地 NAS作为目标 NAS，然后点击选择。
6. 选择您创建的 WORM 共享文件夹作为目标文件夹，然后点击确定。
   
   注意

   要选择 WORM 共享文件夹作为目标文件夹，文件夹的 WORM 锁定设置必须设置为手动锁定，并且必须启用保留期。
   详细信息请参见本教程中的早期说明。
   
7. 点击下一步。
8. 确认版本管理已自动配置以匹配 WORM 保留期。
   
   注意

   • HBS 会自动启用并配置版本管理设置，以匹配目标 WORM 共享文件夹的保留期。
   • 您无法更改此设置。
   • 这确保备份版本的保留时间与 WORM 文件保持不变的时间一致，因此版本不会过早清除或保留时间过长。
   1. 点击版本管理。面板显示以下只读状态：
   2. 启用版本管理已被选中（灰色显示；无法清除）。
   3. 保留每个版本的天数会自动设置为匹配 WORM 共享文件夹的保留期（灰色显示；无法修改）。
      
9. 点击下一步。
10. 可选：配置作业规则。
11. 点击下一步。
12. 查看摘要，然后点击创建。

HBS 创建备份作业。

1. 手动运行备份作业。
   
   注意

   如果您已配置作业在创建后立即运行，或者希望作业按照您配置的计划运行，则可以跳过此步骤。
   1. 前往HBS > 备份与恢复。
   2. 选择您创建的备份作业。
   3. 点击立即备份。
2. 作业运行后，检查作业报告以确保作业顺利运行。
   1. 前往HBS > 备份与恢复。
   2. 选择备份作业。
   3. 点击报告。
      报告窗口打开。
   4. 前往日志标签。
   5. 检查提到作业名称并包含“完成备份作业”字样的消息。
      例如：
      

如果由于目标共享文件夹空间不足导致备份作业失败，并且文件夹的父存储池仍有可用空间，您可以增加共享文件夹的容量。

您可以通过在HBS > 备份与恢复:中检查作业的配额字段来查看目标共享文件夹已满。 

注意

此处 HBS 显示的已用配额可能无法反映共享文件夹在其父存储池中的实际已用容量。存储池中的实际已用容量减去数据缩减减少的量。您可以通过前往存储管理器 > 存储空间，识别共享文件夹，然后在操作下点击 > 管理来检查数据缩减。

要扩展您的 WORM 共享文件夹，请按照以下说明操作：

1. 进入存储管理器 > 存储空间。
2. 找到共享文件夹。 
3. 在操作下，点击 > 调整共享文件夹大小。
   打开调整共享文件夹大小窗口。
4. 在新容量旁边，指定一个更大的共享文件夹大小。
   
5. 点击应用。
   系统将扩展共享文件夹。此过程可能需要一些时间。

共享文件夹扩展后，您可以进入 HBS 并再次运行备份任务。