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: Locate the backup & restore 

- First, log in to your Cloudsfer account and locate the backup & restore option, afterwards click ‘Start Backup’. It is important that you have full access to the project. If you are using BIM for the first time in Cloudsfer.

 (Check out this guide — https://support.cloudsfer.com/support/solutions/articles/17000062498--using-bim-360-for-the-first-time-in-cloudsfer )






- Navigate to the Dashboard.

- Expand the ‘Source’ and select ‘BIM 360' then, click ‘Connect’.

- Just as you do so, you have to authorize your BIM 360 access with Cloudsfer by clicking ‘Allow’.


Step 2: Enable Set&Forget

- Check the ‘Automatically backup all my projects’ box. This feature may be disabled by default for most users. To enable this contact [email protected]

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



 Step 3: Configure Backup Settings

- Click on ‘Step 1’, this will automatically download a full list of your Autodesk Construction Cloud projects. 

- Check the downloaded ‘CSV’ 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.

- Click on 'Step 2' to upload the CSV back to Cloudsfer.

- 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 process.



Step 4:  Choose a Backup Destination

- Select the ‘Target’ location for your backups (eg; Amazon S3) from the available options and click ‘Connect’.


- Once you connect with your Target, you have to select a path (of where you’d like to backup your files)



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

- Here is what happens next: 

  •  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

- If you have scheduled the backup, you will see it on the below page. And the status will be ‘Scheduled’.



Now the backup is running. Once it's completed you will receive an email stating its completed. You can monitor the process to confirm that all selected projects are being backed up as intended. 



Step 6: Managing Projects

- 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 notification regarding the changes.



- 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 Backup settings and deselect the project you wish to remove.



 Step 7: Restoring Backups

- 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 [email protected]