How to schedule files and folders to back up

Your computer has different information that you need and use rather frequently. With Immortal Files, you do not waste time selecting files or folders each time you want to back them up. Determine your setup once. If needed, you may adjust your rules later to add or remove any file or folder.

Include and exclude rules

The most important thing to do with Immortal Files is to set up flexible rules for including files or folders to back up and for excluding files and folders you don’t want to back up. After you set up the rules, you can have Immortal Files run at a specified interval and back up the exact files and folders you selected.

You can include as many files and folders as you want. All of them will be saved at a specified interval on a remote server with nothing else included in the backup. (The same principle applies for excluding files and folders.)

The checkboxes to the left of each file and folder indicate which files and folders are scheduled to back up. In the Status column you may read the reason for the exclusion. Immortal Files uses the include/exclude settings until you change them.

To schedule a folder to back up

  • Run Immortal Files.
  • Locate the folder to include.
  • Click the checkbox next to the folder to include it.
    (If you select a folder that includes other folders, all subfolders and their files are automatically selected, too.)
    You may also select the top checkbox in the File - Include column to include all folders and then clear the checkboxes for the items you don’t want to include.
  • Then, run your backup.
    For example, to schedule your Documents folder for backing up, select the checkbox next to Documents.
    Include files to backup
    To exclude file or folder from a backup, you use the same procedure, but in this case, clear the checkbox for that file or folder in the Files - Include column.

To exclude a folder from a back up

  • Run Immortal Files.
  • Locate the folder or file to exclude.
  • Click the checkbox next to the folder or file to clear the checkbox.
    (If you select a folder that includes other folders and files, all subfolders and their files are automatically cleared, too.)
    For example, to not back up the movies folder in the selected Documents folder, clear the checkbox next to movies.
    Exclude files from backup

Include/exclude hierarchy rules

You can do everything at the same time: include folders and files and exclude others. In this case, the ‘deeper’ rule overrides the ‘upper’ rule.

For example, you may include the whole Documents folder and then exclude the movies folder but include the Wedding folder located inside the movies folder. In this case, Immortal Files will back up all the files and folders in Documents except the movies folder. However, Immortal Files will back up the contents of the Wedding folder only inside the movies folder.

Include file to backup were excluded before

Whole computer backup

If you would like to back up the whole computer, select the folder for the computer (the ‘root’ folder). You may set up automatic exclusion rules, such as ones to exclude Mac OS X system files, files in the Trash, and cache files.

Backup whole system

Back up another disk

By default Immortal Files backs up only data located on the main disk. Even if you select the ‘root’ folder to back up, Immortal Files will only schedule the main disk to back up. For another disk, you may see “exclude by /Volumes pattern” in the status column. To back up a disk other than the main disk, you need to include the disk specifically by manually selecting the checkbox.

Include another disk to backup

Exclude files or folder by name or extension

You may exclude files by filename or by extension. For example, you may want to exclude “.DS_Store” files from all backups. (OS X creates this file automatically in each folder.) You may exclude files by extension. For example, you may not want back up movies (such as *.mp4 files).

To exclude a file by filename or by extension

  • Select any file with the filename or extension to exclude (such as .DS_Store).
  • Right-click (or Control-click) and choose Exclude all files with name “xxx” or Exclude all files with extension “yyy”.
    Exclude files by name

You may specify more complicated rules by using the Options dialog. See the note below.

As soon as you specify the data needed to back up, set up a backup storage location. This is the remote server or external drive for the backup.

NOTE: You may manually specify include and exclude settings. To do this click the Options button on the Immoral Files toolbar and then click Filter in the Options dialog. In the Inclusion paths section type the paths of folders or files to back up as one item per line. For example, to back up the Home folder for the user Carl, type “/Users/Carl” and click OK.

By using the Options dialog, you can adjust rules after adding them in the main window. You may exclude files and folders by path or by matching names or extensions.

Custom include, exclude options

NOTE: Backups are automatically made according to your settings. Backups are made every couple of hours. By default, they are made every half hour.

If you wish to change the settings go to Options on the toolbar and choose General. You can enter a non-whole number for the backup schedule.

If the backup storage device is not available during the time the backup schedule calls for a backup, the backup will be created as soon as the backup storage device becomes available.