Zoho Vault - Cloud backup

Cloud backup 

Backup copies of your data from Zoho Vault usually get sent to your email, when enabled. Vault now allows you to organize all your backup copies in one place by sending them to your cloud accounts. In this document, we'll cover the steps for admins to make cloud backup available for their organization. We'll also cover the steps for users to link their account with Vault. Currently, the cloud services supported by Zoho Vault are,

 

Backup configuration with OneDrive

Configuration steps for admins

  1. Log in to the developer console of OneDrive and click the Add an app button to get started. 


     

  2. Register your Zoho Vault application in this screen by entering the Application Name. Click on Create once you're done reading the Microsoft Platform policies. You'll be redirected to the registration page. 
  3. Under the Properties section, you'll find the Application ID. This will be your Client ID. Make note of this to enter it later in Step 10, then click Generate New Password


     

  4. A new password will be generated. Make sure to save this password, as it will be your Client Secret. You will need it for Step 10. Click Ok to proceed.


     

  5. Click Add Platform under Platforms and select Web. You can enter the redirect URL here. This will be https://vault.zoho.(com|eu|com.cn|in)/oauthcallback.do according to your domain. 



     

  6. Before you save the changes, you need to modify the Delegated Permissions under Microsoft Graph Permissions. The default permissions will be User.read. You can remove that and select 'Files.ReadWrite' permissions and click Save. Choose any other options as per your requirements.



     

  7. Open a new tab and log in to your Zoho Vault account.
  8. Enable the Data Backup option under the Admin tab if you haven't already.
  9. Click the Edit option for OneDrive under the Cloud Backup section.


     

  10. Enter the Client ID and Client Secret from steps 3 and 4 in the pop-up and click Save

 You will now be able to enable Cloud backup for OneDrive. You will get a 'Cloud backup status enabled for OneDrive successfully' message. This completes the one-time setup process for an Admin.You can select the users you want to exempt from receiving backup data by selecting the Exempt specific users/Modify exemption button. 

Configuration steps for users

  1. Once the admin enables OneDrive backup, navigate to the Cloud Backup option on the Settings page.
  2. Select OneDrive and click Generate Token. A new tab will appear, asking you to log in to OneDrive if you haven't already. 


     

  3. Grant permission for Vault to access OneDrive. Click Yes to continue.
  4. Click Save
You will get a success message saying 'Cloud backup settings completed successfully'. Your backup will be stored on your OneDrive account under a folder called Zoho Vault Backup. 
 

Backup configuration with Amazon S3 

 

Configuration steps for Admins

  1. Open Zoho Vault and enable the Data Backup option under the Admin tab if you haven't already.
  2. Go to the Cloud Backup section and enable backup for Amazon S3. 

You will see a success message 'Cloud backup enabled for Amazon S3 successfully at the top'. This completes the one time setup process for an Admin. You can select the users you want to exempt from receiving backup data by selecting the Exempt specific users/Modify exemption button. 

Configuration steps for users

  1. Once the admin enables Amazon S3 backup, users can navigate to the Cloud Backup option on the Settings page.
  2. Select Amazon S3 and click GenerateToken.


     

  3. Fill the Access Key ID, Secret Access key and Bucket name fields in the pop-up window.
    Note: Access key ID and Secret access key are user security credentials. These are the details that are assigned to you by your AWS administrator while setting up your user profile. The credentials are usually sent via an email. If you do not have your Access key ID or Secret access key, contact your AWS administrator.
  4. Enter the bucket (Amazon S3's term for folder) name that the encrypted backups will be stored in.


     

  5. Click Save.

Your backup will now be stored on your Amazon S3 account under the bucket name you entered.

Backup configuration with Box 

 

Configuration steps for admins

  1. Log in to Box and navigate to their developer's console.
  2. Click Create New App from the My Apps section.


     

  3. Select the Custom App option as the type of app that you'll be building, then click Next to proceed.


     

  4. Select Standard OAuth 2.0 (User Authentication) as the Authentication method, then click Next.


     

  5. Give a unique name to your application in the next step.


     

  6. Click View App to reveal the Client ID and Client Secret. Make note of these details for Step 11.


     

  7. Enter https://vault.zoho.(com|eu|com.cn|in)/oauthcallback.do as your redirect URI according to your domain, then click Save.


     

  8. Open a new tab and log in to your Zoho Vault account.
  9. Enable the Data Backup option from the Admin tab if you haven't already.
  10. Select Box and click Edit


     

  11. Enter the Client ID and Client Secret details obtained from Step 6 in the pop-up window.
  12. Select how often you want your backup delivered to your Box, then click Save


     

You will get a 'Cloud backup status enabled for Box successfully' message. This completes the one time setup process for an Admin. You can select the users you want to exempt from receiving backup data by selecting the Exempt specific users/Modify exemption button. 

Configuration steps for users

  1. Once the admin enables backup with Box for users, navigate to the Cloud Backup option under Settings.
  2. Select Box and click Generate Token. A new tab will appear, asking you to log in to Box if you haven't already. 


     

  3. Grant permission for Vault to access Box. Click Grant Access to continue.
  4. Click Save

You will get a 'Cloud backup settings completed successfully' success message. This indicates that you have completed the setup from your end and your encrypted backup file will be stored on your Box account under a folder called Zoho Vault Backup.

 

Backup configuration with Google Drive 

Configuration steps for admins

  1. Log in to the developer console of Google Drive and click on OAuth consent screen to add zoho.com under the Authorised Domains. 


     

  2. Click Save.
  3. Under the Credentials tab, click Create credentials option to create OAuth client ID.


     

  4. Register your Vault application by entering the Application Name. 
  5. Click Create.
  6. Choose Web Application as your application type.
  7. Enter the name of your OAuth client ID under the Name field. This refers to Zoho Vault, in this instance.
  8. Enter https://vault.zoho.(com|eu|com.cn|in)/oauthcallback.do as the redirect URI in the Authorized redirect URIs and hit Enter
  9. Click Create to generate the Client ID and Client Secret. Make note of this for later use in your Vault account.


     

  10. Open a new tab and log in to your Zoho Vault account.
  11. Enable the Data Backup option under the Admin tab if you haven't already. 
  12. Click the Edit option for Google Drive under Cloud Backup.


     

  13. Enter the Client ID and Client Secret you noted in Step 10 and click Save. You will get a 'Cloud backup status saved successfully' message.
  14. Enable Cloud backup for Google Drive and select how often you want your backup delivered to your Google Drive account. 
  15. Click Save to finish the configuration. 

You will get a 'Cloud backup status enabled for Google Drive successfully' message. This completes the one time setup process for an Admin. You can select the users you want to exempt from receiving backup data by selecting the Exempt specific users/Modify exemption button. 

 

Configuration steps for users

  1. Once the admin enables Google Drive backup for users, navigate to the Cloud Backup option under the Settings page.
  2. Select Google Drive and click Generate Token. Log in to your Google Drive account if you haven't already. 


     

  3. Grant permission for Vault to access Google Drive. Click Allow to continue.
  4. Click Save to finish the configuration from your end. 

You will get a success message saying 'Cloud backup settings completed successfully'. Your backup will now be stored on your Google Drive account under a folder called Zoho Vault Backup. 

 

Backup configuration with Dropbox

Configuration steps for admins

  1. Log in to the developer console of Dropbox and click on Create your app to get started. 


     

  2. Select Dropbox API under Select an API option and App folder as the type of access you need to Dropbox.
  3. Enter a name for you app. The app refers to Zoho Vault. Click Create.


     

  4. Make note of the App key and App Secret, as they will be your Vault's Client ID and Client Secret details, respectively.


     

  5. Enter https://vault.zoho.(com|eu|com.cn|in)/oauthcallback.do as the redirect URI in the Redirect URIs field and click Add. This will save your details. 
  6. Open a new tab and log in to your Zoho Vault account.
  7. Enable the Data Backup option under the Admin tab if you haven't already. Click on the Edit option for Dropbox found under Cloud Backup.


     

  8. Enter the Client ID and Client Secret from Step 4 and click Save. You will get a 'Cloud backup status saved successfully' message.
  9. Enable Cloud backup for Dropbox and select how often you want your backup delivered. 
  10. Click Save to finish the configuration. 


     

You will get a Cloud backup status enabled for Dropbox successfully message. This completes the one time setup process for an Admin. You can select the users you want to exempt from receiving backup data by selecting the Exempt specific users/Modify exemption button. 

 

Configuration steps for users

  1. Once the admin enables Dropbox backup for users, navigate to the Cloud Backup option under the Settings page.
  2. Select Dropbox and click Generate Token. Log in to your Dropbox account if you haven't already. 


     

  3. Grant permission for Vault to access Dropbox. Click Allow to continue.
  4. Click Save to finish the configuration from your end. 

You will get a success message saying 'Cloud backup settings completed successfully'. Your backup will now be stored on your Dropbox account under a folder called Zoho Vault Backup. 

 

Backup configuration with Zoho Workdrive​​​

Configuration steps for admins  

  1. Log in to Zoho Vault and enable the Data Backup option under the Admin tab if you haven't already.
  2. Go to the Cloud Backup section and enable backup for Zoho Workdrive.


     

  3. If you're an existing Zoho Workdrive user, click Edit to select the Workdrive team of your choice to integrate with Vault to enable cloud backup with Zoho Workdrive. All the users from your Workdrive team will be able to backup their data to their respective Workdrive account. 

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  4. You will be prompted to create a Workdrive account if you haven't signed up with or created a team with Zoho Workdrive. Refer to this document to get started with Zoho Workdrive.
  5. This completes the one-time setup process for an Admin.

Configuration steps for users

  1. Log in to your Zoho Vault account and navigate to the Cloud backup option under the Settings tab.
  2. Select Zoho Workdrive and click Save. This completes the setup process and you'll start receiving backup copies of your data from Vault to your Workdrive account.


     

  3. If you’re not part of the Workdrive team that’s integrated with Vault, contact your Zoho Vault administrator to become get added to the Workdrive team.  

 

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