Transitioning From Legacy Subscriptions (Simply/Desktop) to Workgroup

Transitioning from our legacy subscriptions to our Workgroup solution can seemingly be an involved task, but can be done quickly as outlined below.

First you'll want to export your backup configuration

You can do this by bringing up the activity monitor and clicking "Configure". 

 Configure.png

From here, you want to first be sure that the "Show Advanced Options" check box in the lower left corner of the configuration window is checked. Next, you can expand the Online Disk (Click the "+" to the left of the online disk, the Blue cylinder icon), and then the "Backup Vault" (Purple "vault" looking icon) where you should see the "Backup Job" (Clipboard looking icon). The default name for backup jobs is "My Backup". You can click on this clipboard icon and then choose "Export to file". This will save the current backup configuration to a file that you can import to your Workgroup software later. You can name this file whatever you like, although it will default to the same name as the backup job. I'd recommend saving this to your Desktop or Documents folder to easily import to Workgroup later.

 Export_to_file.png

Exported_Backup.png

Next, you will set up a new Jungle Disk Workgroup account

Step 1: The Control Panel

The Jungle Disk Control Panel is a secure site where you can perform administrator tasks. Think of it as the “bookkeeping” part of your Jungle Disk experience. We recommend bookmarking your Control Panel for easy access. Don’t forget to note your login credentials (admin email and password)!

To log into the Jungle Disk Control Panel, you can visit https://secure.jungledisk.com/secure/account/(To log in, use the email address and password you used during the sign-up process)

This will be the page you will use whenever you need to:

  • Check your Invoices
  • Update your Billing Information
  • Add or Remove Users
  • Edit User Passwords/Permissions
  • Add or Delete Online Disks
  • Check Usage/Backup Reporting

You will first want to click "Add User/Server Licenses" after logging into the control panel:

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You'll want to purchase at least one Workgroup license in order to setup your domain as shown here:

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You can then setup your domain after clicking "Add To Account" as shown in the screenshot above. On the next page, you will need to click "Master Account" as shown below to setup your domain.

Master_Account.png

Step 2: Domain Setup

After logging into the Control Panel, click the admin drop down in the upper right corner. Select "Domain, then enter the name you'd like to use for your domain.

  • The "domain" field will be used to log into our software and into Web Access (Web Access is an Online tool used to view data you've uploaded to the Network Drive).
  • For the domain name, you can use anything you wish as long as it is not already taken. We suggest using something easy to remember and representative of you, your team, or your company. Take note of this once you create it, as you will need this during the software configuration.

 

Step 3: User Setup

Now that the domain is set, you need to create a User. If you'll be using Jungle Disk across a team, you may need to create several users.

Before we continue with our discussion, let us define a few key terms:

  • User: A non-administrative user who will be using software to backup files and access files stored through Jungle Disk. The domain you set and their username/password will be what they use to verify their account with our software.
  • Online Disk: Main storage point for Jungle Disk, this is where files and backups are stored. Accounts can have multiple Online Disks that can be accessed by one or many Users. Administrators can set "permissions" for users' access to disks.

From the main page, click "Manage Users & Permissions". Under the "Create a New User" heading, enter a username, password, and tags (optional, but may be helpful if you're setting up for a team).

Please note that tags are used if you want to sort your team members into separate reports; such as finance, marketing, etc. Users will not see their tag or know that their account is tagged.

Uncheck.png

Underneath this section is the "Private Online Disk" check-box. If checked, this will create a new Online Disk with the same name as this username. This username will also be given Read/Write access to this Online Disk automatically. If you wish to use your existing online disk and do not wish to create a new one, it is recommended to uncheck the "Private Online Disk" checkbox as shown in the screenshot above. Step 4 of this section will go over how to create Online Disks manually (should you wish to create a new disk).

There are also some other options here, such as the storage provider, location, and additional security.

Click the "Create New User" button to complete this step. Within 5 minutes, you'll be able to log into our software and Web Access with this username. To get a quick link to your Web Access site, on the top of the Control Panel, click on the Online Disk drop down, then Web Access. 

new_user.png

 

Step 4: Online Disk Setup

Note: You can ignore this section if you only want to use your online disk utilized with your legacy subscription.

After you have set up your user(s), you may want to create additional online disks for you or your other users to access. 

This is particularly useful in a team-based environment if, for example, you have two groups who need to access different sets of data. Your financial department may not need access to your developers' content, so you can set up a separate Online Disk for each group.

To create a new Online Disk, Click the "Online Disk" drop down on the top of the Control Panel. Next, select "Manage/Add Online Disks". You may want to use a name that represent the content of that disk; such as, "Finance" or "Documents."

Please note that the name of this disk cannot be changed after it's created

An option not provided in the Step 2 "Private Online Disk" is the "Reporting User". To explain this in more detail, we have two types of Usage Reports: one that centers around the amount of data stored in an Online Disk, and the other that centers around the amount of data stored in an Online Disk for which one user is responsible. Click Here to see more information about Backup Reporting.

 Note: If you've an online disk stored within your Personal S3 account, you'll need to enter your Amazon S3 access and secret keys in the control panel here as shown below. If you're using online disks managed through Jungle Disk, please skip the next section and proceed to Step 5.

In the control panel, please click "Online Disks>Amazon S3 Accounts. As shown in the screenshot below, you may have an existing S3 account associated with your Jungle Disk account. You may need to enter the "Secret Key" here if it is "Not set" as shown. Amazon_S3.png Next, in the control panel, you'll need to select Online Disks>Manage/Add Online Disks as shown. manage_add.png

Once on the online disk page, you can scroll to the bottom and select "Find existing online disks" which will allow you to see your online disks stored in your personal S3 account.

Find_Existing.png

Once this has been completed, you can now assign permissions as shown in the next step.

Step 5: Online Disk Permissions

Note: You can ignore this section if you only wanted to have a single username (this account is just for you) and you opted to create your Online Disk via the "Private Online Disk" option when setting up your username. If you wish to use your previous online disk with your newly created username, please continue however. 

If you will have more than one user accessing an Online Disk, you will need to manually apply access rights for those users. Access can be set up in three different sections in the Control Panel; one example is included below.

  • Click on the "Users" drop down, then Manage Users.
  • Select the user that need access applied.
  • Under the "Online Disk Access" heading select an Online Disk, select the desired level of access, click the "Add" button.

Step 6: Downloading and Installing the software

Visit the downloads page. Be sure to select the appropriate version of the software for your computer

Windows Download/Install Help

  1. After you click on the download link for the correct version of your operating system, you'll see a pop-up. Click Save File
  2. If the install package does not open on it's own, check your browser's downloads area for the .msi file and open it
  3. You'll be presented with another pop-up, click "Run"
  4. You'll now be taken through the setup wizard for your new software where you'll accept the End-user License Agreement, select the software's install location, and finally install the software
  5. Once fully installed, you'll be prompted to restart your computer. If you do not restart at this point, you'll be unable to continue on to the setup and configuration of the software

Macintosh Download/Install Help

  1. After you click on the download link for the correct version of your operating system, you'll begin to download the .dmg that contains the software
  2. If the .dmg does not open on it's own, check your desktop or download stack
  3. Open the .dmg and drag the Jungle Disk icon into the Applications folder
  4. If you are presented with a message that says the software will not open because it is from an unidentified developer, go to your Applications in finder and "right-click" the Jungle Disk app and select "open"

Next, you will need to sign in to configure the software

Configuring Software

Account Information

The first step in the installation wizard is to verify your account information. The user login details are provided by your Account Administrator and should consist of a DOMAIN, USERNAME and PASSWORD.

Note: Your Username cannot contain any special characters such as "@" and can therefore no longer be your email address as used in the legacy software. You will, however, still use your admin email address to log into the control panel.

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You will then need to select the online disk you'll be performing backups to. (If you're using the online disk used previously and only have one available, this should be the only one by default).

Note: If connecting to an encrypted online disk, you will be prompted to enter the online disk's password here. For both privacy and security reasons, we do not have this password in our records and the correct password must be entered to access this online disk.

Jayson.png

You’ll be given three options after clicking “Next” as shown in the screenshot above: Create New, Replace, or Restore a computer backup. You’ll actually want to choose the “Restore” option here (although we won't actually be performing a restore).

Restore.png

After clicking “Next”, you can continue onward through the configuration process until you get to the "Finish" step.

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After clicking "Finish" the software will take a few seconds to apply the configuration set.

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Once the configuration completes, you will be prompted to choose a backup vault to restore from. Please choose “cancel” here.

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We can now import the previously exported backup configuration into the Workgroup software

Importing Backup Configuration

The Workgroup Activity Monitor should now be in view. Please click “Configure” here.

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In the configuration menu you’ll then want to expand the Online disk similar to when you were exporting the backup configuration from before and you should see the backup vault from your previous install grayed out. Please click on this grayed out backup vault and then choose “Take Over Backup Vault”.

 Take_Over.png

Once this is done, you’ll need to expand the online disk again and you should notice the backup vault is no longer grayed out, but now purple in color. On the right side you’ll then want to choose “Import from file…” and choose the previously exported file from the legacy software.

 Import_From_File.png

You can then click "OK" in the lower right corner to close the configuration window. Once has been completed, you’ll have successfully migrated your backup configuration over to the Workgroup software to ensure that your previously configured backups will continue through Workgroup.

Lastly, you can cancel your legacy subscriptions

To cancel your legacy subscription(s), you'll need to navigate to the licenses page as shown below: Licenses.png Once on the Licenses page, you can then choose to cancel your Simply/Desktop/Plus License as shown here: cancel_license.png

Now that your legacy subscriptions have been canceled, you can now uninstall the legacy software from your machine(s). 

Note: Please disregard the red "Warning: Canceling your subscription will not delete your online disk and you will continue to be charged for usage until they are deleted." This message is in regards to closing your account, and will not need to be done as you will still be either using your existing online disks, or your newly created online disk if you have done so.

If you require any additional assistance in migrating your backup configuration to the Workgroup software, please contact our support team and we’ll be happy to walk you through the process to be as efficient as possible.

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