File-Level Backup

The file-level 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-level backup is best for backing up important project files, source code, personal documents, photos etc.

The file-level backup is configured in the Backup Wizard. To launch it, click Backup on the main toolbar or press CMD+B.

Backup Wizard Shortcuts

Step 1. Backup Plan: Cloud Storage

Once the Backup Wizard is launched, select preferred backup destination.

  • If no backup destination is specified, click the + icon to create it. To learn more about backup destinations, refer to Adding Backup Storage chapter.

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

  • To edit the cloud storage account settings, click the gear icon.

  • Once the backup destination is specified, click Continue.

Step 2. Backup Plan: Plan Name

Specify the backup plan name. This name will be displayed throughout the application when referring to the plan.

  • If you want to use block level backup, select Use block level backup check box.

Block-level backup implies uploading only modified parts of your objects during subsequent backups which reduces upload volumes and bandwidth usage.

Without block-level backup, each object is uploaded entirely regardless when it has been modified.

For example, you add a single entry to a 5 GB database, so the entire database will be uploaded during the next backup plan execution. Block-level backup is a more efficient solution which takes the modified bits of a particular object and uploads them instead of an entire object.

  • To save the backup plan configuration for further use, select Save backup plan configuration to the backup storage check box.
  • Once the backup plan name and other settings on this wizard step are specified, click Continue.

Step 3. Backup Plan: Backup Source

Select files and directories to back up.

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

It is possible to specify how CloudBerry Backup for macOS&Linux should treat symlinks in the application settings.

  • Once the files and directories to back up are specified, click Continue.

Step 4. Backup Plan: 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 Backup all files in selected folders option.
  • To specify the file types to be backed up, select Backup files of these types option, then specify the file type extensions in the entry field to the right, separating then with semicolons.
  • To exclude the file types from the backup plan, select Do not backup files of these types option, then specify the file type extensions in the entry field to the right, separating then 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 while specifying files or directories in entry fields. Use * wildcards for masking, i.e.:

  • *abcd
  • My*
  • *My*

By default, CloudBerry Backup for Mac and Linux backs up all files in specified folders.

  • Once the advanced file filtering is configured, click Continue.

Step 5. Backup Plan: Compression and Encryption

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

CloudBerry Backup does not store the key anywhere for security purposes. If you forget it, the data is permanently gone.

This step also contains options exclusive to certain cloud storage services. For example, if you're backing up data to Amazon S3, the range of available options includes:

  • Server-Side Encryption. Use this option to employ multi-factor encryption provided by Amazon to augment CloudBerry Backup's encryption.
  • Standard-IA Storage. Being the middle option between S3 and Glacier, Standard-IA offers high durability and low latency of S3 at a lower price.
  • S3 Transfer Acceleration. Use this option to accelerate file transfer for an extra fee. The target bucket must have this feature enabled.

Step 6. Backup Plan: Retention Policy

The next step is Retention Policy. Here you can set a policy for versions management. In other words, CloudBerry Backup can be explicitly instructed to retain a certain number of versions of each file in the cloud for a specified period.

The last option enables you to remove locally deleted data from the cloud. By default, if you deleted a file that had been previously backed up, CloudBerry Backup will ensure that it remains in the cloud in case you need it. To avoid storing locally deleted data in the cloud, select the Delete files that have been deleted locally checkbox and specify the period after which the data will be removed from the cloud.

Setting the Delete after textfield to 0 will remove locally deleted data from the cloud during the next backup plan execution.

Step 7. Backup Plan: Schedule

Next up is Schedule. Scheduling can be configured in the following ways:

  1. No schedule. The backup plan will not be executed unless started manually.
  2. Specific date. The backup plan will only be executed once, on the specified date. Not recommended.
  3. Recurring. This is by far the most flexible option. Here you can schedule the backup plan to be executed daily, weekly, or monthly.

Step 8. Backup Plan: Full Schedule

If you enabled the block-level backup, you will also need to schedule full backups to ensure that retention policy can be applied to older versions. We recommend you at least schedule monthly full backups if you perform daily backups of critical files.

You can also optionally terminate the backup plan if it executes longer than the specified time period. To do that, select the Stop plan if it runs for checkbox and indicate the required threshold.

Step 9. Backup Plan: Pre / Post Actions

This wizard step is available only in Ultimate edition

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.

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

* 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. 
  • To specify the post-backup action, select Post-backup action check box, then specify the path to the post-backup script.

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

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

Step 10. Backup Plan: Notification

Specify the email notifications setting on backup plans results. If the plan completes or fails, you will receive an email that contains the information regarding the plan status.

Specify your email, user name, and the email subject. The email subject can contain the following macros:

  1. %COMPUTER_NAME%
  2. %RESULT%
  3. %PLAN_NAME%

For example, you could enter the following subject:

Backup Plan: %PLAN_NAME% executed with status: %RESULT% 

Step 11. Backup Plan: Summary

  • This Backup Wizard step contains the review of the backup plan.
  • To run the backup plan automatically after closing Backup Wizard, select the Run plan now check box.

  • Click Done. The backup plan will launch automatically.

Running 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.

As the backup plan is completed, you will be notified according to the notification settings you configured to Backup Plan: Notification step .