Introduction to Backups with BackupBuddy

Introduction

BackupBuddy is a small, simple utility that allows owners of Windows and Macintosh computers to perform complete, incremental, and scheduled backups of their PalmPilots. Additionally, it contains features that can significantly speed HotSync times. Using it properly can insure that you never loose data if your PalmPilot crashes.

Terminology

Before we explain how to use BackupBuddy to actual perform backups, it would be helpful to review some PalmPilot terminology.

Conduit - a conduit is a supplementary program supplied by an author of a PalmPilot software package that resides on the desktop computer. Its role is to manage the synchronization of data between a particular PalmPilot application and the desktop computer. You can see a list of conduits currently installed by opening the Palm Desktop application and selecting the HotSync->Custom menu.

The conduit we're most interested in is the System conduit. This is because a program which does not supply its own conduit (the majority of PalmPilot applications) relies on the System conduit to perform any backup operations. Not all third-party applications take full advantage of it, however; BackupBuddy helps to fill in the gaps.

Backup-bit - a "backup-bit" is one of the many attributes a PalmPilot database (whether it contains programs or simply data) has. When it is "set" or turned-on, this attribute instructs the System conduit to transfer the database from the PalmPilot to the Desktop PC during a HotSync.

Backup-directory - is where the System conduit stores databases that have been backed up. It can be located by navigating to the directory where you installed your PalmPilot desktop application and looking for a directory containing your PalmPilot username. In my case, my username is: "Alexander Hinds" and my backup directory is located in: "c:\program files\pilot\HindsA\Backup".

BackupBuddy's Interface

When you launch BackupBuddy for the first time, you will see a screen similar to the one above. The specific databases listed will depend on which additional programs you already have installed on your Pilot.

The first thing you should notice is that in the first column, some application names are in bold. These are databases which have either never been backed up or have been modified since the last HotSync: in other words, databases which need to be backed-up.

The second thing you should notice the little checkbox next to the names of the databases. This checkbox indicates the current status of the backup-bit for that database: if it's checked, the database's backup bit is on; if it's not, then the backup-bit is off. Also notice that if you use the scroll-arrows (on the bottom right) to scroll the list of databases down a few screens, some of the databases don't have a little checkbox next to their name. This is because they are located in ROM (Read Only Memory) and can't be transferred from the PalmPilot to the Desktop PC.

Changing the status of a backup-bit is simple: just check or un-check as many of the checkboxes as you'd like, and hit the Apply button. BackupBuddy will then change the status of all the backup-bits; during your next HotSync, the databases with the check next to their names will be backed-up on your PC. Note that if you should change your mind before you've hit the Apply button, simply press the Reload button, and BackupBuddy will make sure the checkbox settings match that actual state of the backup-bits on the Pilot. If you change your mind after hitting the Apply button, don't worry: BackupBuddy has some features that make manually setting BackupBits unecessary.

The second column in the screen-shot above shows you the size of each of the databases on your PalmPilot. (Due to a limitation in one of the PalmPilot ROM routines, a database whose size is above approximately 64K will always be listed as 64K.) Finally, the last column, shows the date during which the database was last backed-up.

First steps: how to perform a complete backup

Now that we've reviewed some of the pertinent terminology and BackupBuddy's basic interface, you should be armed with the knowledge you need to perform a complete backup of your PalmPilot.

You should follow these steps:

  1. Locate your backup directory on your Desktop PC as described above. Move it to a safe location or rename it.
  2. Install BackupBuddy in the usual manner (n.b.: please see your PalmPilot manuals if you need help installing third-party software.)
  3. Make sure the System conduit is set to "PalmPilot (or Handheld) overwrites Desktop". (You can see and change the current settings as described above.)
  4. Start BackupBuddy.
  5. Select the menu-item Options->Select All
  6. Hit Apply
  7. HotSync. This will take longer than usual: if you watch your PalmPilot during the HotSync, you should see the names of all the databases being backed up flash by.
  8. Locate your backup directory again, and copy it to a safe location.

Congrats! You now have a complete backup of your Pilot!

At this point, an astute observer might notice that some databases did not show up in the backup directory. This is because the databases belong to a program (for example, the address book's database which called AddressDB) that supplies its own conduit and thus will never be shown to the System conduit for backup.

QuickSync - Incremental backups

Now that you have a complete backup of your PalmPilot, you may be wondering if you have to repeat the above steps each time a database changes or you install a new application on your PalmPilot. The answer is "no": use QuickSync!

Enabling QuickSync is very easy:

  1. Start BackupBuddy
  2. Select the menu-item Options->QuickSync. You should notice a little "HotSync" icon appear in the upper right-hand corner of the screen.
  3. HotSync away

What does QuickSync actually do? It installes a small patch to the operating system (n.b.: the patch survives a soft-reset). Subsequently, each time you HotSync, the patch looks thru all the databases to see if any have been changed or never backed-up: if they are out of date with respect to the backup on the desktop PC, then the backup bits for those databases are set and they are transferred to the desktop PC during the HotSync. If you start BackupBuddy after such a HotSync, those databases that were backed up during the HotSync will be the only ones with their backup-bits set.

The end result is that your backup directory now contains and up-to-date backup of your Pilot and HotSync's proceed much more quickly.

Again, an asutute observer might notice that a database deleted from the PalmPilot still shows up in the backup directory. This is because BackupBuddy itself does not have a conduit (but may in the future) and without one there is no possible way for it to instruct the desktop software to delete a database from the backup directory.

Restoring

Restoring your PalmPilot to its prior state after a hard-crash (one that looses all data on your PalmPilot) is very easy. Follow these steps:

  1. Locate your backup directory and make a copy of it (this is very important!).
  2. Make sure that the databases in the backup directory are ones you want restored to your PalmPilot; if there are some which you don't want restored (for example, applications deleted from your Pilot), delete them from the backup directory.
  3. Hit the HotSync button. If you're HotSync'ing to a "virgin" PalmPilot, then everything in your backup directory will get transferred back to your PalmPilot. If for some reason this doesn't seem to work, you may try changing the setting of the System conduit to: "Desktop (or Handheld) overwrites PalmPilot".

Using Sets

BackupBuddy has an advanced feature called sets. They are most useful, for example, in the following scenario:

Let's say that you're a user of the cool Doc, AportisDoc, or TealDoc reading programs. It turns out that each time you read your electronic books, these programs open the books in read/write mode. This means that the modification date is updated, even if the contents of the book don't change. Since there is no easy way for BackupBuddy to know whether the database actually changed or not, if you have QuickSync enabled it will still try to backup that database; this can lead to unecessarily long HotSync times, especially with longer books.

To avoid this, you can enter the book's database(s) into a set; databases in a set are never backed up during a QuickSync, nomatter what their backup bit status is.

To use a set, do the following:

  1. Start BackupBuddy
  2. Select the menu-item "Options->Select none".
  3. Click the checkbox for the database(s) you want in your set
  4. Select the menu-item "Sets save".
  5. HotSync

Now any database in your set will never be backed up; use this feature with caution!

Using BackupBuddy and QuickSync with Two Desktop PCs

You may use BackupBuddy with when synchronizing two PCs; if you wish to continue using QuickSync, then you must set the second PC's System conduit setting to "Do nothing". This will ensure that PC #1 contains all your backup information; PC #2 will contain no backup information, although it will still synchronize the data for all the standard conduits, such as Address, ToDo, Mail, Memo, Expense, and DateBook.

Of course, you may still operate BackupBuddy in manual mode, as described above in performing complete backups.

Additional Sources of Information

This introduction is not (yet ;-) meant to be an exhaustive treatise on the operation of BackupBuddy or all its subtleties. Calvin's excellent PalmPilot FAQ (Frequently Asked Questions), http://www.pilotfaq.com, has a section on backing-up and restoring PalmPilots, with an additional section on using BackupBuddy.

And of course, you may now want to refer to the infamous manual for any additional information.

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This document is copyrighted © by Alexander Hinds, Intelligent Systems, 1998. Unauthorized duplication or redistribution is strictly prohibited.