Choose which Cloud Drives are Protected

You can set Endpoint Cloud to back up and protect files in cloud storage services, such as One Drive, Google Drive, and Dropbox.

To choose which cloud services to protect, use the Cloud Drives settings on a Policy. For each cloud drive, you can choose what files are backed up and protected:

  • all files
  • global files only
  • files that you choose manually.

cloud-drives.png

Add a Cloud Drive

To add a Cloud Drive to a Policy so that it will be protected:

  1. Display the Policy Editor for the Policy that you want to change (click Policies and then click on the Policy).
  2. On the Protected Data tab, expand the Cloud Drives settings.
  3. Click the plus icon (+) to display a context menu.
  4. Choose the cloud drive you want to add, for example, One Drive.
  5. Choose whether you want All Files to be protected.

    all-files-locations.jpg

    If you enable this feature, all files in the cloud drive will be protected, with the exception of any excluded file types (global file excludes or custom file selection excludes). If you disable it, you can choose which files to protect.
  6. Choose whether you want the Global Files to be protected for this cloud drive. If you enable this feature, all of the global types will be backed up and protected. If you disable it, the global file types will not be included (unless you add them as custom file sections in the next step).

    global-files-locations.png

    Note

    This option is only available if you set All Files to disabled.

  7. Use Custom File Selection to include or exclude any particular file types for this cloud drive. If you enable this feature, you can use the Includes and Excludes section (see the next steps). For example, you can choose to include one collection of Global Files instead of all types of Global Files.

    custom-file-selection.png

    Note

    This option is only available if you set All Files to disabled.

  8. In the Includes section, click Add File Type.

    add-file-type-locations.png

    Use the Add File Type dialog to choose the types of files that you want to be protected for this cloud drive. You can choose any of your global files collections, and then Add or Remove Extensions to specify which file types will be backed up.

    Alternatively, you can click Add New File Type to create your own custom selection (enter the name in the Edit File Type Name field and use Add or Remove Extensions to choose the file types). Click Save Changes to confirm.

  9. In the Excludes section, use Add File Type to Exclude to choose any file types that should not be protected for this cloud drive. For example, if you want Endpoint Cloud to protect all global files apart from PDFs, the quickest way is to enable Global Files for the cloud drive, and then exclude PDFs.

    Use the Add File Type dialog to choose the types of files that you do not want to be protected for this cloud drive.

    You can choose any of your global files collections and then add or remove extensions to specify which file types will be excluded. Alternatively, you can add a new file extension to be excluded. Click Save Changes to confirm.

  10. In the Excludes section, use Add a Folder to Exclude to choose specific folders that should not be protected for this cloud drive. Click Add a Folder to Exclude to display a context menu. You can then choose System Folders, Temporary Folders, or Add a New Folder. If you add a new folder, the Add Folder dialog appears and you can set the Folder Name and Path(s).

    add-folder-excludes.png

    Click Save Changes to confirm that the folders will not be protected.

    Note

    The exclusion feature takes precedence over inclusion. For example, if you set PDFs to be included (as Global Files or as custom includes) and excluded, they will be excluded.

  11. Click Done.

 

Edit a Cloud Drive

To make changes to an existing cloud drive:

  1. Display the Policy Editor for the Policy that you want to change (click Policies and then click on the Policy).
  2. On the Protected Data tab, expand the Cloud Drives settings.
  3. Click the Edit icon (pencil) for the Cloud Drive that you want to change.
  4. Use the All Files, Global Files, and Custom File Selection settings to make your changes. These work in the same way as when adding a Cloud Drive (see above).
  5. Click Done.

 

Delete a Cloud Drive

To remove a Cloud Drive from a Policy:

  1. Display the Policy Editor for the Policy that you want to change (click Policies and then click on the Policy).
  2. On the Protected Data tab, expand the Cloud Drives settings.
  3. Click the Bin icon for the Cloud Drive that you want to remove.