Controlling What Files are Backed Up

The particular set of files that is backed up when the Cloud Backup service runs is controlled by a combination of selection mechanisms:

• Backup Files – See Changing the Backup Files Selection.
  These are files directly selected for backup. You can select entire folders or specific files.
• Backup Sets – See Managing Backup Sets.
  These are filters that you can define to select files to include in the backup based on criteria of your choice, such as file type, location, and modification date.
• Exclude Sets – See Managing Exclude Sets.
  These are filters that you can define to select files to exclude from the backup based on criteria of your choice.

When all options are used, the CTERA Edge Filer determines the final set of files to include in a backup operation by performing the following checks for each file:

• Checks whether the file is contained in an Exclude Set. If so, the file is skipped.
• Checks whether the file is contained in a Backup Set. If so, the file is backed up.
• Checks whether the file is contained in a folder that was selected for backup in the folder selection page. If so, the file is backed up.

Changing the Backup Files Selection

1. In the Configuration view, select Cloud Backup > Files in the navigation pane.
   The Files window is displayed.
   
2. Expand the tree and navigate to any volumes, folders or files you want to add or remove from the backup:
   • Select the check box next to any item you want to add to the backup. Selecting a folder, selects all the items in the folder and any subfolders. In the right pane the files are displayed.
   • Deselect the check box next to any item you want to remove from the backup.
3. Click Save.

The Selected Files field indicates the size of the files selected for backup.

The Cloud Storage Usage field indicates the amount of used space in the account after the next cloud backup operation, including previous backups and backups from any other CTERA device included in the account. When the portal user has limited storage assigned in CTERA Portal, the percentage of the storage used is also displayed:

Managing Backup Sets

A Backup Set is a filter which includes files in a backup based on criteria of your choice. Each backup set represents a group of files that will be included in a cloud backup, provided the backup set is enabled. When you create a backup set, you can specify files by extension type, name, location, size, and/or modification date. For example, you can create a backup set called My Music and include all files with the extensions *.wav and *.mp3 that are located in the folder My Documents > Music.

If a file is included in a backup set and the backup set is enabled, it is included in the backup even if it is not individually selected as a Backup File.

Backup sets can be enabled or disabled. When you create a new backup set, it is enabled by default.

To create or edit backup sets:

1. In the Configuration view, click Cloud Backup > Backup Sets in the navigation pane.
   The Backup Sets page is displayed.
   
   Where:
   Name – The name of each backup set.
   Enabled – If checked, the backup set is enabled.
   Comment – A description of the backup set.
   When the portal user has a storage quota assigned in CTERA Portal, the percentage of the storage used is also displayed:

2. To create a backup set, click New.
   Or,
   To edit an existing set, select the set row and click Edit.
   The Backup Set Details window is displayed.
   
   If a backup set is being created, the Backup Set Details window has no conditions, otherwise the conditions are listed.
   

3. Set the details for the set.
   Backup Set Name – A name for the backup set.
   Comment – A description of the backup set.
   If – How you want files to match the conditions:
   all of the conditions are true – All of the defined conditions must be met in order for a file to be included in the set.
   at least one of the conditions is true – One or more of the defined conditions must be met in order for a file to be included in the set.

4. Click Add condition.

5. Click Select and select the condition parameter from the drop-down list.

   • File Name
   • File Path
   • File Type
   • File Size
   • File Modified

6. Click Select in the second column and select the condition operator from the drop-down list, which is dependent on the parameter selected in the first column.

   Parameter	Operator
   File Name File Path File Type	equals begins with ends with contains is one of
   File Size	less than more than
   File Modified	before after

7. Click in the third column, and complete the condition, which is dependent on the parameter selected in the first column.

   Parameter	Value
   File Name File Path File Type	Free text
   File Size	Free text. Add a numerical value and the unit, such as KB, MB or GB.
   File Modified	Choose a date from the pop-up calendar.

   For example, if you select File Name as the condition parameter in the first column, select begins with as the condition operator in the second column, and enter Work-123- in the third column, then the set will include all files whose names begin with Work-123-.
   Likewise, if you select File Type as the condition parameter in the first column, select is one of as the condition operator in the second column, and enter avi, mov, mpg in the third column, then the set will include all files matching *.avi, *.mov, and *.mpg.

8. Repeat to define additional conditions for the set.
   If no conditions are defined, then all selected files in that backup set are included in the backup.

9. To delete a condition, select the condition row and click .

10. Click Next.

11. Drill-down and select the folders to which you want to apply the conditions.
    
    Expand the tree nodes as much as necessary and select the shares and folders to which this backup set should apply. By default, the root folder is selected and the backup set applies to all files in all folders. You can select specific folders to which this backup set applies.
    For example, you can create a backup set that contains all files that have the extension *.txt and reside in the folder /share1/textfiles by entering txt in the previous window, and then choosing the folder /share1/textfiles in this window.

12. Click Next and then Finish.

The backup set is created and automatically enabled.
The Selected Files field indicates the size of the files currently selected.

The Cloud Storage Usage field indicates the amount of used space in the account after the next cloud backup operation, including backups from any other device included in the account.

To delete backup sets:

1. In the Configuration view, click Cloud Backup > Backup Sets in the navigation pane.
   The Backup Sets page is displayed.
2. Select the set rows and click Delete.
   The confirmation window is displayed.
3. Click Yes.
   The set is deleted.

Managing Exclude Sets

An Exclude Set is a filter which excludes files from a backup based on criteria of your choice. Each exclude set represents a group of files that will be excluded in a cloud backup, provided the exclude set is enabled. When you create an exclude set, you can specify files by extension type, name, location, size, and/or modification date.

Exclude sets can be enabled or disabled. When you create a new exclude set, it is enabled by default.

To create or edit exclude sets:

1. In the Configuration view, click Cloud Backup > Exclude Sets in the navigation pane.
   The Exclude Sets page is displayed.
   
   Where:
   Name – The name of each exclude set.
   Enabled – If checked, the exclude set is enabled.
   Comment – A description of the exclude set.
   When the portal user has a storage quota assigned in CTERA Portal, the percentage of the storage used is also displayed:
   

2. To create an exclude set, click New.
   Or,
   To edit an existing set, select the set row and click Edit.
   The Exclude Set Details window is displayed.
   
   If an exclude set is being created, the Exclude Set Details window has no conditions, otherwise the conditions are listed.
   
   If the set is being edited, the Exclude Set Details window has values.

3. Set the details and conditions for the set.
   Exclude Set Name – A name for the backup set.
   Comment – A description of the exclude set.
   If – How you want files to match the conditions:
   all of the conditions are true – All of the defined conditions must be met in order for a file to be included in the set.
   at least one of the conditions is true – One or more of the defined conditions must be met in order for a file to be included in the set.

4. Click Add condition.

5. Click Select and select the condition parameter from the drop-down list.

   • File Name
   • File Path
   • File Type
   • File Size
   • File Modified

6. Click Select in the second column and select the condition operator from the drop-down list, which is dependent on the parameter selected in the first column.

   Parameter	Operator
   File Name File Path File Type	equals begins with ends with contains is one of
   File Size	less than more than
   File Modified	before after

7. Click in the third column, and complete the condition, which is dependent on the parameter selected in the first column.

   Parameter	Value
   File Name File Path File Type	Free text
   File Size	Free text. Add a numerical value and the unit, such as KB, MB or GB.
   File Modified	Choose a date from the pop-up calendar.

   For example, if you select File Name as the condition parameter in the first column, select begins with as the condition operator in the second column, and enter Work-123- in the third column, then the set will include all files whose names begin with Work-123-.
   Likewise, if you select File Type as the condition parameter in the first column, select is one of with as the condition operator in the second column, and enter avi, mov, mpg in the third column, then the set will exclude all files matching *.avi, *.mov, and *.mpg.

8. Repeat to define additional conditions for the set.
   If no conditions are defined, then all selected files in that exclude set are excluded from the backup.

9. Click Next.

10. Drill-down and select the folders to which you want to apply the conditions.

11. Click Next and then Finish.
    The exclude set is created and automatically enabled.
    The Selected Files field indicates the size of the files currently selected.
    The Cloud Storage Usage field indicates the amount of used space in the account after the next cloud backup operation, including backups from any other device included in the account.

To delete exclude sets:

1. In the Configuration view, click Cloud Backup > Exclude Sets in the navigation pane.
   The Exclude Sets page is displayed.
2. Select the set rows and click Delete.
   The confirmation window is displayed.
3. Click Yes.
   The set is deleted.