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Organizations - Device Backup Defaults - Backup settings reference

Updated

Overview

This reference guide describes an organization's backup settings for when backup operations take place, what files to include and exclude from backup, the frequency of backups, and how long versions should be retained. 

Access device backup settings

To view or edit the device backup settings:

  1. Sign in to the Code42 console.
  2. Select Administration > Environment > Organizations.
  3. Select an organization.
    The organization details appear.
  4. Select Actions > Device backup defaults.
  5. On the General tab, deselect Use device defaults from parent if necessary.
  6. Select the Backup tab. See below for details about each setting.
  7. Click Save after making any changes.

Device - Backup Default Settings - Backup tab

General

backup sets options

Item Description
a Backup sets Displays the Backup Sets tab, in which you can create and configure backup sets.
b Backup will run

Indicates whether backups are always running or running only at specific times.

  • Always: Backup is always running.
  • Between specified times: Backup runs only at specified times. When set to run between specified times, the Code42 agent uses the time provided by the device's operating system.
    date_time_widget
c Preferred time for verification scan

Scans the system for file changes and deleted files within your backup selection at the interval and time of day that you specify. If the device is powered off or asleep at the scheduled scan time, the scan runs 15 minutes after the device reconnects.
d Lock Locks this setting to prevent users from changing it in their personal settings. 
e Push Applies these settings to existing users in addition to new users.

Video

Watch the video below for an overview of general backup settings. For more videos, visit the Code42 University.

Updated Code42 console interface
Some menu and navigation items shown in this video have changed. Follow the steps in this article to navigate to these settings, then watch the video for more details.

File selection

Device_Backup_File_Selection_Settings

Item Description
a Included files Adds pathnames of directories that should be included in backups of devices. Pathnames are case-sensitive (see the alert below).
b Add item Adds the item to the Included Files list.
c Included filenames list

Displays pathnames of directories that are included in backups.

  •  A yellow folder icon indicates a folder.
  •  A purple document icon indicates a file.

If the File Selection settings are not locked, users can add to this list and to remove selections from this list. Click X to remove an item from the list.
d Excluded files Adds pathnames of directories that should be excluded from backups of this device.
e Add item Adds the item to the Excluded Files list.
f Excluded filenames list

Displays pathnames of directories that are excluded from backups.

  •  A yellow folder icon indicates a folder.
  •  A purple document icon indicates a file.

If the File Selection settings are not locked, users are allowed to add to this list, and to remove selections from this list. Click the X to remove an item from the list.
g Lock

Locks this setting to prevent users from changing it in their personal settings.

 

Code42 recommends locking the file selection to help prevent data loss and mitigate potential security issues.
h Push Applies these settings to existing users in addition to new users.

Consideration: Keep in mind that excluding previously selected files results in excluded files being deleted from the backup archive. The now-excluded files will not be available for restoring.

Included and excluded files
Inclusions are processed first, followed by exclusions. Files that are in both the inclusions and exclusions will be excluded, since the exclusion list is processed last.
Incorrect drive-letter capitalization may cause data loss
Drive letters are case sensitive. Adding a file path with incorrect capitalization of the drive letter removes all files from the backup file selection for devices with a different case drive letter. For example, adding a file path that starts with lowercase c (such as c:\Users) removes the backups of files whose actual path on disk starts with a capital C (such as C:\Users).

See also Real-time changes not detected due to case sensitivity for details about directory-name case sensitivity.
The Code42 agent does not back up Windows UNC file paths
The Code42 agent does not support Universal Naming Convention (UNC) file paths (for example, //SERVERNAME/shareddir/).

File selections must use an absolute path (for example, C:/) to enable backup and restore. 
Only Linux devices honor case-sensitivity
Files whose names differ only in capitalization are recognized as distinct files on Linux devices when you select files for backup, as well as when you select files for download. On Windows and Mac devices, files whose names differ only in capitalization are treated as the same file. When you restore two Linux files whose names differ only in capitalization to a Windows or Mac device, the files have "original<number>" prefixed to their names to differentiate them from one another.

Video

Watch the video below to learn how to change backup file selection. For more videos, visit the Code42 University. 

Updated Code42 console interface
Some menu and navigation items shown in this video have changed. Follow the steps in this article to navigate to these settings, then watch the video for more details.

User profile backup

This section allows you to view or modify Windows user profile backup settings for all organizations in your Code42 environment.

Windows-User-Profile-Backup

Item Description
a Enable User Profile Backup Enables Windows user profile backup.
b Backup Frequency Defines how often Windows user profiles are backed up.
c User Specifies a custom MigUser.xml file. When an .xml file is selected, the filename is displayed.
d App Specifies a custom MigApp.xml file. When an .xml file is selected, the filename is displayed.
e

Docs

 Specifies a custom MigDocs.xml file. When an .xml file is selected, the filename is displayed.
f Exclusion Specifies a custom Custom.xml file. When an .xml file is selected, the filename is displayed.
g Custom Specifies a custom .xml file. When an .xml file is selected, the filename is displayed.
h ScanState Options Specifies command-line options for the USMT ScanState.
i LoadState Options Deprecated - no effect.
j Push icon.push.png Applies these settings to existing users in addition to new users.

Destinations

This section allows you to choose which destinations are used by newly added devices immediately upon first signing in.

device_backup_defaults-auto_start-export.png

Selecting a destination causes new devices to automatically start backing up to it. Deselecting a destination allows users to back up to the destination by clicking Start Backup in the Code42 agent.

When you select at least one destination, the label changes from Auto-start to Use:
device_backup_defaults

Video

Watch the video below to learn how to set backup destinations. For more videos, visit the Code42 University. 

Updated Code42 console interface
Some menu and navigation items shown in this video have changed. Follow the steps in this article to navigate to these settings, then watch the video for more details.

Filename exclusions

device_default_backup_exclusions

Item Description
a Platforms Tabs display the filename patterns to hide.
b Exclude files and folders ending with Enter the filename pattern to exclude from backup.
c Regular Expression Enter text in the form of a regular expression (regex).
d Add item Adds the item to the Filename Exclusions list.
e Import

Displays a window in which you can paste the contents of a text file that specifies the filename patterns or regex items to exclude.
f Export Displays a window in which you can copy the contents of the hidden files list. You can then paste these contents into your favorite text editor for editing.
g Lock Locks this setting to prevent users from changing it in their personal settings.
h Push Applies these settings to existing users in addition to new users.

Video

Watch the video below to learn how to set filename exclusions. For more videos, visit the Code42 University. 

Updated Code42 console interface
Some menu and navigation items shown in this video have changed. Follow the steps in this article to navigate to these settings, then watch the video for more details.

Frequency and versions

Frequency and version settings

Item Description
a Frequency - Back up changes every Indicates how often files are backed up and how many versions are retained over time.
b Lock Locks this setting to prevent users from changing it in their personal settings.
c Push Applies these settings to existing users in addition to new users.
d For one week, keep a version Indicates which versions to keep from last week (not including today).
e After one week, keep a version Indicates which versions to keep from last 90 days (not including last week).
f After 90 days, keep a version Indicates which versions to keep from last year (not including the last 90 days).
g After one year, keep a version Indicates which versions to keep from previous years (not including last year).
h Remove deleted files Period after which deleted files are removed from the archive.
Changes to frequency and version settings
Changes to frequency and version settings are applied to each backup archive after the user's device connects to the Code42 cloud.

Video

Watch the video below to learn how to set frequency and versions. For more videos, visit the Code42 University. 

Updated Code42 console interface
Some menu and navigation items shown in this video have changed. Follow the steps in this article to navigate to these settings, then watch the video for more details.

Advanced settings

device_backup_default advanced settings

Item Description
a Back up open files Indicates whether files that are open (in use) at the time of back up are backed up.
b Lock Locks this setting to prevent users from changing it in their personal settings.
c Push Applies these settings to existing users in addition to new users.

Pausing controls

pausing_controls

Item Description
a Backup

Allow users of the Code42 agent to pause backups. Leave unselected to remove all pause controls from the Code42 agent. 
b Legal Hold Backup Allow backups of files under legal hold to be paused. Leave unselected to disallow pausing of backups with files under legal hold. 
c Lock Locks this setting to prevent users from changing it in their personal settings in the Code42 console.
Ensure complete backup sets
Disallowing users of the Code42 agent from pausing backups ensures more complete sets of backed up files. If they pause backups often, users may not get complete sets of backed-up files.

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