Cloudsfer Support

Overview

Set&Forget automates the backup process for all projects in Autodesk Construction Cloud (ACC), ensuring that new projects are added automatically without the need for any manual intervention.

Step-by-Step Guide:

 Step 1: Access the Set&Forget Feature

1. Log in to your Autodesk Construction (BIM 360) Cloud account.

2. Navigate to the Admin Dashboard.

3. Check the Auto Backup Restore option in the Admin settings.

 Step 2: Enable Set&Forget

1. Locate the Auto Backup section. This feature may be disabled by default for most users. To enable this contact support@cloudsfer.com

2. Enable the feature by checking the corresponding checkbox. This will switch the UI to allow configuration of the Set&Forget settings.

 Step 3: Configure Backup Settings

1. Click on ‘Step 1’, this will automatically download a full list of your bim 360 projects. 

2. Check the downloaded Excel file: This file represents all the projects that will be backed up going forward. If there are any projects you don’t want to back up, you can remove them by deleting their respective rows. Any projects that you remove will not be backed up.

3. Click on 'Step 2' to upload the edited project file back to Cloudsfer.

4. Before clicking ‘Approve CSV,’ please note: once you proceed with 'Step 3,' you won’t be able to make any changes to the projects until the initial backup is finished.

Once you've ensured everything is accurate, click ‘Approve CSV’ to begin the auto-backup process.

Step 4:  Choose a Backup Destination

1. Select the target location for your backups from the available options.

2. Click on "Create Backup" on the middle right side.

3. Schedule the Backup:

- Backup Naming: First, name the backup with any title (e.g., "Backup1").

- Backup Timing Choice: Specify the time for the backup to run. For example, if you want it to run daily at 12:00 PM, set the schedule accordingly.

- Backup Recurring Choice: Set the frequency of the backups (e.g., daily, weekly) based on your requirements.

 Step 5: Initial Backup Run

1. Now the backup is running. Monitor the process to confirm that all selected projects are being backed up as intended. 

 Step 6: Managing Projects

1. Adding New Projects:

   - Any new projects created after the initial setup will automatically be included in the backup process during the next scheduled run. And you will also get an email regarding the changes.

2. Removing Projects:

   - If you need to remove a project from the backup list, this can only be done after the first backup run. If you try to remove a project before the backup run is completed. You will encounter this.

  - Once the run is completed you can access the Auto Backup settings and deselect the project you wish to remove.

 Step 7: Restoring Backups

1. In case of data loss or corruption, you can restore files from the backup:

   - Navigate to the Cloud Share section.

   - Select the project you want to restore.

   - Choose the files or folders you wish to recover and initiate the restore process.

2. Download Links:

   - Restored files will be sent via email with a link that is valid for 72 hours.

Conclusion 

With Set&Forget, you can set your backup once and never worry about the backups of your projects again. This feature is designed to save time and ensure comprehensive coverage of all your projects, allowing you to focus on your core business activities.

For any questions or further assistance, please refer to the user guide or contact support@cloudsfer.com