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A file and folder backup is a useful way to backup your working files, personal files and precious data. Unlike other backup solutions Macrium Reflect can backup open and locked files by using Microsoft Volume Shadow copy Service (VSS). You can backup your Documents folder and save the backup as an XML file for easy re-running and scheduling.

To backup your Windows operating system,  do not use a file and folder backup, use an image backup, see Creating a backup of your computer. A file and folder backup is not suitable for restoring your Windows operating system.

  1. From the Backup task bar, select Create a File and Folder backup to start the backup wizard.

  2. Select Add folder

    The Select Folder to backup dialog appears. 

    Select the folder you want to backup, or the folder containing the files you want to backup. Several different masks and wildcards can be specified to include specific files within the given directory or exclude other files.

    OptionDescription
    Include subfoldersRecurse all folders below the backup folder using the specified filters
    Exclude hidden files and foldersDo not backup files or folders that have the Hidden attribute
    Exclude system files and foldersDo not backup files or folders that have the System attribute
    Add files to includeAdd a semi-colon separated list of file name filters to include in the backup. Use the asterisk * character as a wild card.
    For example; *.doc; *data*; *.xls
    Add files to excludeAdd a semi-colon separated list of file name filters to exclude from the backup. Use the asterisk * character as a wild card.
    Note: Exclude filters take precedence over include filters
    Add any folders to excludeAdd a semi-colon separated list of folder name filters to exclude from the backup. Use the asterisk * character as a wild card.
    Filter names can be full path and/or folder names.

    For example: 
    *temp*  will exclude all folders with the letters 'temp' anywhere in the folder name
    *\data\temp* will exclude all paths where the folder name begins with 'temp' that has a parent folder named 'data'
  3. Click OK
  4. Repeat to add further individual directories if necessary.
  5. In the Destination section, specify where you want the backup to be made. 


    Alternative Locations can be used to provide backup rotations or as a fail safe for temporary unavailability of the primary backup destination.

  6. When you have finished adding folders and making all necessary changes, click Next
  7. The Backup Plan Page is shown:

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    The new Macrium Reflect retention rules provide a powerful and flexible way to manage the lifetime and storage space used by your backups.

    Choose how backups are matched and retention rules are applied to the target folder

    Retention rules are applied to the target folder of the backup by selecting one of two options:

    1. Apply retention rules to matching backup sets in the target folder.

      Disk Images are purged if they contain exactly the same Partitions as the current Image. Partitions are identified using the unique Disk ID stored in sector 0 of the disk and the Partition sector offset.

      Note: For GPT disks the unique GPT disk GUID is used instead of the Disk ID


      For File and Folder backups retention rules are applied according to the 'Backup Set Matching' option select in the 'Advanced Properties' for this backup.

    2. Apply retention rules to all backup sets in the target folder. All backup sets in the target folder of the same type (Disk Image or File and Folder) are purged according the retention rules. 

      Note: This option uses the same logic as Macrium Reflect v5

    Select the age or number of backup types that you wish to keep

    OptionDescription
    Full When deleting Full backups all linked incremental and Differential backups in the same backup chain (set) are also deleted This operation will delete the entire backup set.
    DifferentialWhen deleting Differential backups all linked incremental  backups in the same backup chain (set) are also deleted.
    Incremental

    When deleting Incremental backups the integrity of the backup set is maintained by ensuring that the chain is never broken. This is achieved by merging older Incremental backups when required.

    In the example below,  before retention, there is 1 Full backup, 1 Differential backup and 6 Incremental backups. The retention rules are set to retain 4 incremental backups. After retention, the most recent 4 incremental backups are retained. Deleting the oldest 2 incrementals would cause the backup chain to be invalid as the oldest retained incremental requires the previous 2 incremental backups to complete the chain. To ensure backup integrity the 2 older incremental backups are consolidated with it to create a new incremental backup.
     

    F = Full
    D = Differential
    I = Incremental

    MTWTF  MTWTF  MTW
    F      IIII  FII
            --->I      


    Create a Synthetic Full if possible

    When purging Incremental backups, if the backup set only contains a Full backup followed by Incremental backups, then this option causes the Full backup to be 'rolled forward' to create a Synthetic Full backup. This is also known as Incremental Forever. 

    Run the purge before the backup

    Select this option to run the retention rules before the current backup.

    Note: in Macrium Reflect v5 the current backup set wasn't included in the purge calculation when purging before the current backup. In v6 the current backup set IS included. This means that if you set the retention count to 1 Full backup then all of your backups will be deleted and a new Full backup created.
    Delete oldest backup set(s) if less than n GB

    Automatically remove the oldest backup set(s) in the target folder if the free space on the drive drops below the GB threshold.

    Note: The free space threshold is actioned dynamically. If the free space available drops below the threshold then the running backup is temporarily paused while older backup sets are purged.

     

     


     

     

  8. The summary screen gives the details of what is being backed up. Click Finish. 
  9. If required, save the backup details in an XML definitions file. 

    Note: Saving a backup definition enables you to run your backup definition at any time with a single click
    Note: You must save your backup definition if you have created backup schedules. Your schedules cannot run if this step is missed.

    If you want to run the backup at this point, select 'Run this backup now' and click OK.

 

 

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