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public:documents_and_guides:v8:obm:backup-source-filter:windows [2020/04/29 13:30] (current)
ronnie.chan created
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 +====== 4. Managing Filter for Windows OS ======
  
 +===== 4.1 Create a backup set with filter =====
 +
 +1. Go to **Backup Sets**.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image010.jpg}}
 +
 +2. Click the **Add** button.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image012.jpg}}
 +
 +3. Specify a backup set name and select the type.  Click **Next**.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image014.jpg}}
 +
 +4. In the Filter part, slide the lever to the right to add a filter. ​ Click the **Add new filter** button.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image016.jpg}}
 +
 +5. Enter the name for your filter.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image018.jpg}}
 +
 +6. Choose whether the pattern you added will be included or excluded for the backup.  ​
 +
 +  * If **Include them** is selected, you can check the box beside **Exclude all unmatched files/​folders**.
 +
 +  * If **Exclude them** is selected, you can check the box beside **Include all unmatched files/​folders**. \\ {{public:​documents_and_guides:​obm:​backup-source-filter:​image020.jpg}} \\ {{public:​documents_and_guides:​obm:​backup-source-filter:​image022.jpg}} \\ 
 +
 +7. Choose how the pattern will be compared, if it will be by **Simple comparison** or **Regular expression**. ​ For Simple comparison you have 3 choices:
 +
 +  * **starts with**, files/​folders that begins with the pattern will be selected
 +
 +  * **contains**,​ files/​folders that contains the pattern will be selected
 +
 +  * **ends with**, files/​folders that ends with the pattern will be selected \\ {{public:​documents_and_guides:​obm:​backup-source-filter:​image024.jpg}} ​
 +
 +<WRAP info>
 +The filter checks the whole filename including the filename extension. ​ For example, you have a document with filename ‘employees’ so if ends with s is your filter then this file will not be included in the backup since its whole filename is ‘employees.doc’ or ‘employees.docx’ with both files not ending in s but c and x respectively.
 +</​WRAP> ​
 +
 +8. Specify the pattern then click the Add button. ​ For example the letter a.  Repeat adding patterns, until all the patterns has been added to this filter.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image026.jpg}} ​
 +
 +<WRAP info>
 +The pattern is case sensitive only in Regular Expression.
 +</​WRAP>​
 +
 +9. Choose how the filter will be applied, whether in **All hard disk drives** or for **This folder only**. ​ If for this folder only, specify the folder name. 
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image028.jpg}} ​
 +
 +10. Select if the filter will be applied to File, Folder or both.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image030.jpg}} ​
 +
 +11. Click the OK button to save the filter. ​ Repeat Steps 4-10 until all the filters you want to apply are created. ​ Click **Next**.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image032.jpg}} ​
 +
 +12. Slide the lever to the right if you want to create a backup schedule. ​ Click Next. 
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image034.jpg}} ​
 +
 +13. Select the **Backup mode**, whether Sequential or Concurrent. ​ By default, Sequential is selected. ​ Add the storage destination,​ click the Add button.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image036.jpg}} ​
 +
 +Select the **Destination storage**. ​ Click OK.  Click **Next**.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image038.jpg}} ​
 +
 +14. Slide the lever to the right if you want to enable OpenDirect. ​ By default OpenDirect is turned Off.  Click **Next**. ​
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image040.jpg}} ​
 +
 +15. Select the **Encryption Type**, whether Default, User password or Custom. ​ By default, ‘Default’ is selected. ​ Click **Next**. ​
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image042.jpg}} ​
 +
 +16. You can either Unmask encryption key or Copy to clipboard the encryption key.  Click **Confirm** to continue.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image044.jpg}} ​
 +
 +17. Click **Backup now** if you want to run the backup. ​ Or you can click **Close**.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image046.jpg}} ​
 +
 + 
 +===== 4.2 Edit existing backup set to add filter ===== 
 +
 +1. Go to **Backup Sets**. ​
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image010.jpg}} ​                                
 +
 +2. Select the backup set you want to add a filter.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image048.jpg}}  ​
 +
 +3. Go to Source then slide the lever to the right under **Filter**. ​ Click the **Add new filter** button. ​
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image050.jpg}}  ​
 +
 +4. Then follow Steps 5-10 on how to create the filter which was discussed in the previous section.
 +
 + 
 +===== 4.3 Check if filter is correct ===== 
 +
 +You can check which files will be included in the backup before the actual backup occurs. ​ To check if the filter is correct:
 +
 +1. Go to your backup set then go to **Source**. ​ Click **I would like to choose the files to backup**. ​
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image052.jpg}} ​
 +
 +2. Click **Show files**, you can check here if the files that will be included in the backup is correct. ​ Files that matches the filter criteria are greyed out.
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image054.jpg}} ​
 +
 +<WRAP info>
 +Only files not included in the filter may be added for backup. ​ Once filter is applied to a file it cannot be changed. ​ You will see a message like the one below if you try to check/​uncheck a filtered file. \\ {{public:​documents_and_guides:​obm:​backup-source-filter:​image056.jpg}} ​
 +</​WRAP> ​  
 + 
 +===== 4.4 Filtering in Continuous Backup ===== 
 +
 +Filtering in continuous backup is only supported by AhsayOBM on Windows Operating System. ​ For continuous backup you can only specify filters that would exclude files from the backup. ​ After turning on continuous backup, you must run a full backup first. ​ This is to ensure that all the files are backed up.  If you do not run a full backup first then only files that were changed or added will be backed up by AhsayOBM.
 +
 +1. Choose the backup set that you want to set a continuous backup for. 
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image058.jpg}} ​
 +
 +2. Go to **Continuous Backup** and slide the lever to the right to turn it on. 
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image060.jpg}}
 +
 +3. Check the box if you do not want to backup files defined as system files which is enabled by default. ​ Please refer to [[public:​documents_and_guides:​obm:​backup-source-filter:​appendix-d|Appendix D]] for a list of system files that will be excluded from the backup. ​ Set how often backup will run in minutes/​hours. ​ Also specify the size limit of the file that will be backed up. 
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image062.jpg}} ​                         ​
 +
 +4. Click the + Add new exclude filter to specify the criteria for the filter.  ​
 +
 +{{public:​documents_and_guides:​obm:​backup-source-filter:​image064.jpg}} ​     ​
 +
 +  * **Enter the filter name**.
 +
 +  * You can match the file/folder names either by **Simple comparison or Regular expression (UNIX-style)**. ​ For simple comparison you can match it by **ends with, contains or starts with**.
 +
 +  * Enter the pattern that will be used for the filter. ​ If there are more than one pattern, click the Add button to enter another pattern. ​ Keep doing this until all the patterns are added. ​
 +
 +  * Specify the location of the files/​folder whether in all selected sources or just a specific folder. ​ By default **All selected sources** is selected.
 +
 +  * Choose whether to apply the filter to a **file**, **folder** of both.
public/documents_and_guides/v8/obm/backup-source-filter/windows.txt · Last modified: 2020/04/29 13:30 by ronnie.chan

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