Platform: macOS
Article ID: m0082Last Modified: 10-Dec-2024

File Backup (new backup format)(BETA)

The file backup is the most common type of backups and is designed to ensure that your sensitive and important information is regularly backed up and not vulnerable to hardware malfunctions or ransomware attacks. This backup type allows you to back up selected files from your computer to any backup destination (local or cloud storage). The file backup is the best for backing up important project files, source code, personal documents, photos etc.

The new backup format introduces the following features for MacOS based environments:

  • Client-Side Deduplication
  • Consistency Checks
  • Restore on Restore Points
  • Optimized operations with storage, resulting in fewer requests, faster synchronization, and faster purge
  • Continued data upload in case of network issues
  • Object size up to 256TB to any storage destination
  • Optimized performance and storage usage for a large number of small files
  • Improved incremental backup performance.

File backups are configured using backup wizard. To start it, click Backup in the horizontal menu bar or press CMD+B on the keyboard.

Backup wizard steps:

To create a backup plan in the new backup format, select the Try New Backup Format (BETA) option.

Backup Plan: Cloud Storage

Select the backup storage from the list of available storages. You can add a new storage by clicking +, select backup prefix by clicking gear icon, or enable Secure Sockets Layer (SSL) protocol usage.

To delete the existing cloud storage account, click the - icon, then confirm the deletion in the dialog box

Click Continue.

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Plan Name

Specify the backup plan name. Choose a name that will help you to figure out the backup dataset, e.g. "Jones accounting files backup". This simplifies the plan search among the large number of plans.

In the new backup format, the backup plan configuration is always backed up and kept on storage

Click Continue.

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Backup Source

Select files and directories to back up.

Specify files and folders to be included in the backup plan.

Check Box Appearance Description
This folder with all subitems excluded. All new content will NOT be added
This folder with all subitems included. All new content will be added
Specific items excluded. New content be added, except for updates for excluded items
Only selected items included. New content will be NOT be added, except for updates of included items

To display hidden files and directories, select the Show hidden files and folders check box

You can configure the symlink processing by Backup Agent for MacOS. Read more about the symlink configuration in the Backup Agent for MacOS Settings chapter

When you finished selecting files and directories to back up, click Continue.

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Advanced Filter

Advanced file filtering allows you to configure file and directory settings that are to be backed up or skipped in the backup plan.

  • To back up all files in directories selected on the previous wizard step, select Back up all files in selected folders option
  • To specify the file types to be backed up, select Back up files of these types option, then specify the file type extensions in the entry field to the right, separating them with semicolons
  • To exclude the file types from the backup plan, select Do not back up files of these types option, then specify the file type extensions in the entry field to the right, separating them with semicolons
  • To back up empty directories, select Backup empty folders check box
  • To exclude specific directories from the backup plan, select Skip folders check box, then specify the folders to be excluded in the entry field to the right, separating them with semicolons

You can use masks to specify files or directories in entry fields. Use * wildcards for masking, i.e.:

  • *abcd
  • My*
  • *My*

Note that masks in wildcards are case-sensitive

With default settings, Backup for Mac and Linux backs up all files in specified folders

When you configured filtering files and directories, click Continue.

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Compression and Encryption

Configure compression and encryption. Backup for Linux supports up to 256-bit military grade encryption by default.

Note that Backup does not store the key anywhere for security purposes. Forgotten password means no access to data. Keep the encryption password in a safe place

This step may look different depending on storage destination: there are some specific settings for diferent storage providers. For example, if you're backing up data to Amazon S3, the range of available options includes:

  • Server-Side Encryption. With this option enabled, multi-factor encryption provided by Amazon is applied to backup data
  • Storage Class. Select the S3 storage class to back up data straight to the required data tier. All S3 storage classes are supported
  • S3 Transfer Acceleration. Use this option to accelerate file transfer. Note that the target bucket must have this feature enabled on the Amazon side. Additionally, this feature is offered by Amazon for extra fee

When you configured compression and encryption settings, click Continue.

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Backup Consistency Check

Configure full consistency check.

Full consistency check implements all previous backup plan generation checks except the current generation which is mandatory checked by the regular consistency check. If a full consistency check is successfully completed, a user can be sure that backed up data is guaranteed to restore.

Read more about the full consistency check in the Full Consistency Check paragraph

When you configured the full consistency check, click Continue.

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Schedule

Schedule the backup plan execution. The following options are available:

  • If you intend to run the backup plan manually, clear the Enable schedule option
  • If you intend the backup plan to run on a constant periodic basis, select the Enable schedule option. Once you select this option, specify the parameters of the recurrence of the backup plan.

On this step the schedule for incremental backups is configured. The full backup schedule is configured on the next step

Specify if the backup plan runs on a daily or monthly basis, then specify the recurrence parameters: weekdays and start time. Mor monthly schedule you also can set ocurrence, start date and time, daily and monthly frequency. The Repeat every and Every options allow configuring a flexible schedule according to your requirements.

To run the backup plan as the powered-off computer (where this restore plan is created) is turned on in case the backup plan run was missed by schedule, select the Run missed scheduled plan immediately upon boot-up check box.

You can also set the maximum duration period for the backup plan. To do that, select the Stop plan if it runs for checkbox and specify the maximum period.

When you configured the incremental backup schedule, click Continue.

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Full Schedule

Schedule full backups. Full backup are recommended to schedule along with the incremental ones since retention policy (mechanism of purging old backup data) is never applied to a current generation.

You can also set the maximum duration period for the backup plan. To do that, select the Stop plan if it runs for checkbox and specify the maximum period.

When you configured the full backup schedule, click Continue.

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Retention Policy

Configure the retention policy for the backup plan.

In the new backup format, the retention policy is significantly simplier. The retention approach in the new backup format implies that data is always purged by generations (sequence of a full and following incremental backups).

Read more about the retention policy in the Retention Policy chapter

  • To keep all backup data, select the Do not purge (Keep backup forever) option
  • To apply the retention policy for previous generations, select the Keep backuop for option, then specify the keeping period

When you configured the retention policy, click Continue.

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Step 9. Backup Plan: Pre/Post Actions

This wizard step may be absent due to security Global Agent options

Specify pre- and post backup actions.

  • To specify the pre-backup action, select Pre-backup action check box, then specify the path to the pre-backup script.
    • Select Exit backup plan if pre-backup action failed option if you do not want the backup plan to launched if the pre-backup action fails.
    • Select Continue backup plan if pre-backup action failed option if you want the backup plan to launched regardless of the pre-backup action result.

Note: the path to the script must be enclosed in quotation marks.

  • To specify the post-backup action, select Post-backup action check box, then specify the path to the post-backup script.
    • Select Execute action only if backup has been successfully completed option if you want the post-action to be launched only after the successful backup plan termination.
    • Select Execute action regardless of the backup result option if you want the post-action to be launched regardless of the backup plan termination results.

Note: the path to the script must be enclosed in quotation marks.

  • Once you specified pre- and post-backup settings, click Continue.

Step 11. Backup Plan: Notifications

Specify notification settings for backup plan results. You can use the company notification settings or customize them as needed: specify the required recipients and customize the notifications on different backup plan results: Success Failure Warning

Select User receives a notification email when backup completes if you want to notify your users about the backup plan results. You can select whether users will be notified about backup failure or any backup result.

If you want the backup plan record to be added to Windows Event Log, select Add entry to Windows Event Log when backup completes check box

  • Select the When backup fails option if you want to receive the notification message in case of the backup plan failure
  • Select the In all cases option if you want the entry to be put in Windows Event Log in any case.

Click the Next, then click Save to finish the wizard.

Run Backup Plan

To run the backup plan, click Start on the main toolbar. In the meantime, you can observe the backup process in the progress bar at the bottom of the plan view.

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