1. Select a backup account you're going to use. You can choose from online backup account or local backup - File System option. Click "Next".

2. Enter a name for your backup plan and click "Next" button.

3. Then you'll have to specify whether you want to backup NTFS permissions and use Volume Shadow Copy Service. Click "Next" button to proceed.

4. On this step you have to specify data to backup. You can choose whether to backup the whole disc or some specific folders or files. Having done so, click "Next".

5. Now you can filter files for backup.

6. Set up compression and encryption options.

7. Specify purge options for backup files.

This parameter deletes all files that were created prior to a certain date (day/week/ month/year). Consider the following example. Let’s assume that your company requires to store all revised financial documents created less than three months ago. In this case to ensure their safety you should choose 3 months for Delete versions older than, after that CloudBerry Backup will automatically clear the cloud from the outdated versions.

Furthermore, you can specify if the versions to be deleted must be older than modification or backup period. The Modification period indicates that only files that were modified within that period will be restored. Similarly, specifying the Backup period will ensure that only files that were backed up throughout that period will be restored

In addition, you can select the Always keep the last version checkbox which acts as a sort of a safety lock and prevents the loss of the last version even if it's out of date according to the policy settings.

You can refrain from specifying the date and just store, let’s say, three last versions of the file. It is convenient for data that is rarely updated. For example, information on the website is rarely updated but it would be a good idea to have any history in case of its loss or a suddenly detected bug. Just select the Keep number of versions and specify the required number of copies.

There’s also a useful check box called Delay purge for. It can be another one safety lock for your backup strategy. It just delays the cleaning process scheduled by the system for a certain period of time, being a kind of an analog of pop-up cancel button that appears when we send e-mails via Google services.

If you select this checkbox, when data is deleted from the server, it'll also be automatically deleted from the cloud.

8. Specify schedule options for your backup plan.

9. Specify full backup schedule options (available for Block-level backup only).

10. Specify pre- and post-backup action options.

11. Specify notification options.

12. Review created backup plan settings.

13. The backup plan is ready. You can run it from the Backup Wizard or from "Backup Plans" tab.