This feature allows you to select items to back up and set the schedule for performing these backups. The kind of information backed up as well as the schedule set are determined by each individual user. Getting Started - 'Backup Sets' window Creating a New Backup - 'Configure Backup Set' window Naming your backup set Selecting files/folders for backing up Removing a file/folder Setting file/folder options How to set up Filters Scheduling your backup set Selecting a finish action Executing a Backup What Happens After a Backup Session? GETTING STARTED When you click on 'Back Up' from the Main Console window you will first come to a screen entitled 'Backup Sets'. This screen allows you to : create a new backup set edit, delete or duplicate an existing backup set preview an existing backup set to see its contents execute a manual backup set using the 'Execute Now' button As long as there is at least one item in the list, something will always be highlighted so that the buttons on the right hand side are activated. If there are no items in the list, only the NEW button will be activated. Here's how the Backup Sets window will appear: Now, let's review the actions available from this screen as well as some definitions, etc. What is a backup set? A backup set is simply a collection of files and/or folders you wish to back up as a group. For example, you might have a backup set entitled "Primary Backup Set" which contains all of the critical files/folders that you wish to back up on a daily basis. You may create another backup set entitled "Monthly Statistics" which contains less critical information you need to only back up once a month. Backup sets are a great way to organize the information you plan to back up. This Backup Sets window will always show you the name of the backup sets that you have configured and their next scheduled execution. In order to make changes to a specific backup set, make sure you first highlight the set simply by clicking on it. This will activate the action buttons. CREATING A NEW BACKUP SET ACTION: Let's begin by clicking NEW from theup Sets window. Selecting NEW allows you to configure a new backup set. Here's how the Configure Backup Set window will appear: | Top of Page | NAMING YOUR BACKUP SET The first thing you will be asked to do is to name the backup set. You will notice that a deafult name of 'New Backup Set' is already there and highlighted. This can be changed to any name you choose that will help you to quickly and conveniently identify the backup (for example, weekly sales statistics, primary sales backup, etc.). You will also notice a 'Last Execution' field that will show you when the last backup took place (this will be empty now because you are adding a new set as opposed to editing an existing one). ACTION: Go ahead and enter the name of your new backup set. Once you have named your backup set, we will show you: Step #1 - How to select the files/folders to back up for that set Step #2 - How to remove a file or folder Step #3 - How to set specific options for each file/folder Step #4 - How to filter out any items that you don't want to backup (that are part of your set) Step #5 - How to set the backup schedule for these files/folders Step #6 - How to select a finish action | Top of Page | Let's begin with adding folder(s). STEP #1 - SELECTING (adding) FOLDERS FOR BACKING UP ACTION: To do this, click the ADD FOLDER button on the right hand side of the Configure Backup window. Please Note: The order that you put the files and/or folders into this window is the order in which they will be backed up. ACTION: Navigate to the location on your computer where the specific folder you wish to back up exists. Remember, you can press CANCEL at any time if you do not wish to proceed. Once you have located it, highlight the folder and press "Choose .. (name of folder)" and BackJack will place that folder in the Items field (in the Configure Backup Sets window) along with the location of where it came from . If there is more than one folder that you wish to include as part of this backup set, simply repeat the procedure above until you have all the folders listed in the Items section in the Configure Backup Sets window. SELECTING (adding) FILES - The process for selecting a file is essentially the same - click the ADD FILE button on the right hand side of the Configure Backup window. Navigate to the location on your computer where the specific file you wish to back up exists. Once you have located it, highlight the file and press "Open" and BackJack will place that file in the Items field (in the Configure Backup Sets window) along with the location of where it came from When adding individual files to a backup set, you cannot choose an alias. | Top of Page | STEP #2 - REMOVING A FILE OR FOLDER ACTION: Select the file or folder you wish to remove by clicking on it once. Click REMOVE. Once you do that, you will notice that the REMOVE button to the right become active. There are 2 possible scenarios here depending on whether the file or folder you are attempting to remove has previously been backed up or not. Scenario #1 Because you are adding a file or folder for the first time, if you select it and click REMOVE, it will remove it from the backup set without warning. If you want to test this feature, go ahead and perform this function as described above. You can add the file or folder back into the backup set by clicking ADD and selecting it again. Scenario #2 If you are attempting to remove a file or folder that has already been backed up in this backup set, BackJack will provide a warning in the form of the Set Delete Date window. Here's how it will appear: This window is simply a warning to say that if you want to remove this file or folder, it will not be backed up. There may be copies of it already stored on our server; therefore, BackJack needs to know what you want to do with the file or folder that is already stored on our servers. You have the option of: selecting a delete date (the date it will be deleted from our server) choosing Later which means that you have opted to set a delete date from the Recover Window at a later date choosing Cancel which simply cancels this screen and takes you back to the Configure Backup Set window ACTION: Decide which option is best for you and perform the appropriate action. Remember, you can click CANCEL if you don't want to perform any action. The Set Delete Date window will appear ONLY IF YOU ARE ATTEMPTING TO REMOVE A FILE OR FOLDER THAT HAS BEEN PREVIOUSLY BACKED UP. | Top of Page | STEP #3 - SETTING OPTIONS FOR EACH FILE OR FOLDER ACTION: Select the file or folder you wish to set the options for by clicking on it. Click OPTIONS. Here's how the Item Options screen will appear: You will notice that the full path to your file or folder is listed at the top for easy reference. There are three options that we want you to consider. The first, entitled "Revision Options" is where we give you the choice of what you want to occur when a document has been changed and needs to be backed up again. You can select: replace previous copy - this means that every time you run a specific backup set, it will overwrite (or replace) the previous copy that you have stored on our server keep XX older revision(s) on server - 1 is the default setting and the option that we recommend for the majority of our users. It means that at any given time you will have one copy of your backup set on our server. Remember, it will only update these copies if information in your folder has changed. keep all revisions on server - this option means that every time you run a specific backup set, it will create another one to be stored on our server. This is your most expensive option, since you will be creating a new copy every time ACTION: Select the option that is best for you. Remember, you can change this at any time. The second option, entitled "Delete Options" is where we give you the choice of what you want to occur when a file or folder has been deleted from your hard drive. You may decide to delete a file or folder that BackJack is scheduled to back up. If that is the case, you need to tell BackJack what you wish to have happen to the copy that you previously backed up to our server. You can select: Leave on server until I remove it - this means that the file or folder will remain safely stored on our server until you decide you no longer want to store it. You can remove it by going to the Configure Backup Set window, highlighting it and selecting remove. Leave on server for XX days from the date it was deleted from the hard drive - 15 days is the default setting - BackJack will continue to store this document on your hard drive for the number of days you specify. ACTION: Select the option that is best for you. Remember, you can change this at any time. The third option, entitled "Resolve Aliases" (a checkbox) is where we allow you to tell BackJack to resolve any aliases it finds in the selected folder and back up the results. For more information about aliases (in general), please refer to your Mac OS manual. The Resolve Aliases checkbox will only appear if you are attempting to change the Item Options for a FOLDER (not a file). BackJack will not resolve aliases to servers. | Top of Page | STEP #4 - SETTING FILTERS Filters are a very important feature of BackJack - they allow you to select what you don't want to back up as part of a folder that you have selected. The word folder is highlighted here because filters only apply to folders. If you were to add a file to the backup set, it will back it up no matter what (even if you have a filter set to exclude it). You will notice in the Filters section of the Configure Backup Set window that there are 3 filters we have added automatically - two for cache folders and one for applications. These are the 3 most popular types of filters. For example, a common concern is wanting to back up Preferences, but not your browser's cache or wanting to back up everything in a folder except except the Applications. Whatever filters are showing in the Filters section will apply to all folders in the backup set. Every item in the folders of that backup set will be run through the filters showing. Filters can be added, edited or deleted. Please Note: You do not need to use the 3 default filters we have supplied. You can delete them simply by highlighting each one and clicking on the DELETE button. Adding Filters ... ACTION: If you would like to ADD a new filter to the filters section, select the ADD button. Here's how the Configure Filter window would appear : Here you can select the information that you don't want to have backed up for the particular backup set in question. The pull down menus include FILE NAME, FOLDER NAME, CREATOR, FILE TYPE, SIZE (in kilobytes), DATE CREATED, DATE MODIFIED. ACTION: Select your choices from the 2 pulldown menus and place information into the blank value field. If you need to navigate in order to verify the information to be put into the value field (ie. confirm what the file name is that you don't want to back up), select the GET FILE INFO button. The value field must have data entered into it. The window will not let you save a filter if the field is blank. The only way to close the window with the value field empty is to click CANCEL. The case that you type the value in does not matter (filters are not case sensitive) The comments field (box) can be blank. It does not matter what you enter into this field. It is simply a place to put something to help you keep track of what the filter is and why you may be running it. ACTION: Once you have finished with this window, select OK. The new filter will appear in the Filters Section of your Configure Backup Set window. Deleting Filters ... ACTION: From the Configure Backup Set window, simply highlight the filter you wish to delete by selecting it and clicking the DELETE button. Editing Filters ... ACTION: From the Configure Backup Set window, simply highlight the filter you wish to edit by selecting it and clicking the EDIT button. Make the appropriate changes and select OK.   STEP #5 - SETTING A SCHEDULE FOR YOUR BACKUP SET You can establish more than one schedule for a backup set. For example, you may want to do daily backups of a specific backup set and also perform a monthly back up of the same set. ACTION: Click the ADD button to the right of the Schedule text field. You will be presented with three (3) different options. Let's take a look at each one individually: a. Once only Select this option if you want to perform a backup of your new backup set one time only. This option is used primarily for information that - never changes (you do not need to keep updating it) - you simply want to store a backup copy safely off site b. Every Here, you are given the option of choosing the number of days, weeks or months that you want to backup your set. For example, you may choose only to backup this set every 7 days or every 2 weeks or every month. It depends entirely on the nature of your files and how often a backup is required. c. Every Week on This option allows you to specify the specific days of the week that you wish to perform a backup. You may choose to do a backup daily if the information is critical or perhaps only once every Monday, Wednesday and Friday. ACTION: Go ahead and choose whichever one is best suited to your needs. Now you need to specify the exact date and time that you wish the backup to occur. Enter this information in the exact form shown (ie. mm/dd/yy) and using the 24 hour clock (2:00 am is 02:00 - however, 2:00 pm is 14:00) ACTION: Go ahead and enter the date and time. If you want to set another schedule for the same backup set, you simply repeat the process above. You can always edit or delete a schedule by selecting the schedule and clicking on either the EDIT or DELETE buttons shown to the right of the Schedule text field. The schedules will be sorted according to the Next Execution Date. You will notice a checkbox above the Schedule text field entitled "Defer Automatic Execution" - you can select this if you wish to defer (delay) a backup set that you have scheduled to run automatically. Once you wish to resume automatic backups, you can simply deselect this function. | Top of Page | STEP #6 - SELECTING A FINISH ACTION There is only one more step you need to be concerned with before saving this window. Once your backup session is complete, you can tell BackJack to perform one of 5 different actions: None (meaning that once your backup session is done, your computer will remain on, all programs will remain active, etc.) Quit BackJack (simply means that the BackJack application will quit automatically once session is complete) Restart Computer (your computer will restart itself once the session is complete) Shutdown Computer (you can tell BackJack to completely shutdown your computer once the session is complete) Sleep Computer (BackJack can also put your computer into 'sleep' mode) ACTION: Go ahead and select the desired finish action. Congratulations! You have now finished configuring your first backup set! ACTION: You can now click SAVE and your settings will be saved. If you don't want to save any of this information, simply click CANCEL. | Top of Page | If you saved the information, you will automatically be taken back to the 'Backup Sets' window where you will see your backup set(s) listed along with the next scheduled execution date and time. Remember, from the Backup Sets window, you can: edit existing backup set(s) by selecting the set and clicking EDIT - this will take you back into your "Configure Backup Sets" window delete existing backup set(s) simply by selecting the set and clicking DELETE duplicate existing backup set(s) by selecting the set and clicking DUPLICATE - it will prompt you to name the new set and will duplicate the backup set exactly preview the information in a set by selecting the set and clicking PREVIEW - this a great way to confirm that BackJack is going to back up what you have configured perform a manual backup of any set by selecting the set and clicking EXECUTE NOW. This means that the backup will occur immediately. This doesn't, however, mean that the backup you have scheduled to take place at a later time will not occur. It will still be scheduled to run as configured. | Top of Page | Executing Your Backup All you need to do now is leave your computer turned on OR visit our Tips section to learn more about how your can configure your Mac to automatically turn itself on. The backup execution will take place according to the preferences you have set. A connection will be established with your computer, the information you have selected for backup will be compressed, encrypted and sent via the Internet to our secure server location. BackJack will not be able to back up any files or folders that are in use. Please make sure that these documents are closed before the backup session is scheduled to begin. If you want to execute your backup right away, click on EXECUTE NOW from your Backup Sets window. Here's how your Backup Process screen will appear: This screen shows you the name of the Backup Set, when it was started (date & time) and the Current Item it is backing up. The blue bar will move to the right indicating how far along your backup process is. You have the option of pressing your Command key + period (.) to either pause or stop the backup at any time. If you press Command + Period, the 'Pause Backup' screen will appear. You can either resume the backup process or cancel it completely. | Top of Page | What Happens After a Backup Session? After each backup session, you will receive an email message from BackJack. Please make a point of checking these emails, as they will contain important information about your backup session: For example, each email will summarize: the account and computer ID the set name the time the backup was started and completed the items successfully backed up any problems that were encountered during the session (you may be asked to refer to your Log which is accessible from the main BackJack Console window) your account usage summary for the month Here's an example of the most common email message sent after a backup session: If you scheduled a backup to occur and you received an email indicating "No files backed up, it simply means that none of the information you had scheduled to back up had changed since the previous session. Therefore, BackJack did not need to perform another backup. If you have deleted a file/folder from your hard drive that was part of a scheduled backup, you will receive an email similar to this. "The following files no longer exist on your computer and will be removed from the BackJack server on the dates specified: MAY 30 98 This Computer:Macintosh HD:Desktop Folder:Documents: Document 1 This is simply telling you that a file entitled 'Document 1' was deleted from the folder 'Documents' which was part of a scheduled backup. BackJack will delete this file from its server on May 30/98 (30 day default setting). If you wish to delete it earlier from the server or change the date, you can do so by re-setting the delete date in the Recover window. If you received an email indicating "Problems were encountered while backing up the following files", it means that there was a problem with the files that BackJack is listing for you. You will need to go to the main BackJack Console and click on Log to determine what the problem was. | Top of Page | The information that you back up is available anytime for recovery, which takes us to our next option on the Main Console screen ... RECOVER!