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Windows 8 : Backing Up and Recovering a Computer (part 3) - Creating and Using File History

10/19/2013 9:19:05 PM
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Creating and Using File History

You can use File History to automate backups of personal files from libraries, the desktop, contacts, and favorites. You must have appropriate permissions to back up and restore files on a computer.

Configuring File History Backups

Windows 8 can automatically create personal data backups. Personal data backups are used to periodically back up pictures, music, videos, email, documents, and other types of important files so you can restore or use them on another computer if necessary. Specifically, the Documents, Pictures, Music, and Videos subfolders of the Users\Public folder is copied as part of the backup data as are the Contacts, Desktop, Documents, Favorites, Pictures, Music, and Videos subfolders of the user’s profile.

As Figure 1 shows, File History is configured in Control Panel. When working with File History, keep the following in mind:

  • Personal data backups can be created only on removable media or network locations. They can’t be created on a computer’s internal disk drives.

  • Personal data backups are created automatically when you enable the File History feature. By default, File History saves copies of files every hour.

  • By default, saved versions of personal data are kept indefinitely so long as they don’t exceed 5 percent of the disk space at the assigned location.

File History shows a summary of the current configuration, as well as the available space in the selected save location.

Figure 1. File History shows a summary of the current configuration, as well as the available space in the selected save location.

With network locations, the personal data backup is created in a subfolder named in the following syntax: UserName@DomainOrComputer, such as [email protected] or WilliamS@CorpPC12. This folder has a subfolder set with the user’s computer name, such as CORPC12, which in turn contains Configuration and Data subfolders. With removable media, a top-level folder called FileHistory is created first.

Enabling File History Backups and Configuring Drives

With USB flash drives or other removable media, you can enable automated backups and create your first backup manually by following these steps:

  1. Insert a USB flash drive or connect other removable media to the computer.

  2. In Control Panel, tap or click Save Backup Copies Of Your Files With File History under the System And Security heading.

  3. Tap or click Turn On. Windows 8 turns on file history and creates the initial backup.

With network location, you can enable automated backups and create your first backup by following these steps:

  1. In Control Panel, tap or click Save Backup Copies Of Your Files With File History under the System And Security heading.

  2. Tap or click Select Drive, then tap or click Add Network Location. If network discovery and file sharing is disabled, tap or click the notification panel and then tap or click Turn On Network Discovery And File Sharing.

  3. In the Folder box, enter the UNC path to the folder in which the personal data should be stored, such as \\CorpServer172\CorpData, and then tap or click OK.

  4. When you tap or click Turn On, Windows 8 turns on file history and creates the initial backup.

Using the options on the File History page, you can modify the default backup configuration in several ways. Each user can have only one file history drive at a time. You can change the File History drive to a new network location and Windows will allow you to move the data to a new network location automatically when you follow these steps:

  1. On the File History page, tap or click Select Drive, then tap or click Add Network Location.

  2. In the Folder text box, enter the UNC path to the folder in which the personal data should be stored, such as \\CorpServer96\UserData. This location can’t have existing File History data for the user.

  3. Tap or click OK twice. When prompted, tap or click Yes if you’d like to move the user’s personal data to the new location. If the location already has personal data for the user, the data won’t be moved, and you’ll need to tap or click OK when prompted to confirm that you understand this.

You can change the File History drive to removable media from a network location or to different removable media, follow these steps:

  1. Insert a USB flash drive or connect other removable media to the computer.

  2. On the File History page, tap or click Change Drive.

  3. Tap or click the removable media to use and then tap or click OK.

  4. When prompted, tap or click Yes if you’d like to move the user’s personal data to the new location. If the location already has personal data for the user, the data won’t be moved, and you’ll need to tap or click OK when prompted to confirm that you understand this.

Excluding Folders from File History Backups

By default, personal data backups created with the File History feature contain the Documents, Pictures, Music, and Videos subfolders of the Users\Public folder and the Contacts, Desktop, Documents, Favorites, Pictures, Music, and Videos subfolders of the user’s profile. You can exclude folders from backups by following these steps:

  1. In Control Panel, tap or click Save Backup Copies Of Your Files With File History under the System And Security heading.

  2. Tap or click Exclude Folders. Any currently excluded folders are shown on the Exclude Folders page.

  3. If you want to exclude a folder, tap or click Add. Use the Select Folder dialog box to select the folder to exclude and then tap or click Select Folder. As an example, if you wanted to exclude Public Documents, you’d expand Libraries and Documents, tap or click Public Documents, and then tap or click Select Folder.

  4. If you want to include a folder that was previously excluded, select it in the Excluded list and then tap or click Remove.

Modifying Default Save Settings

File History saves copies of files every hour by default and those saved versions are kept indefinitely so long as they don’t exceed 5 percent of the disk space at the assigned location. You can modify the default save settings by following these steps:

  1. In Control Panel, tap or click Save Backup Copies Of Your Files With File History under the System And Security heading.

  2. Tap or click Advanced Settings. The current default values are listed on the Advanced Settings page, shown in Figure 2.

  3. As necessary, use the Save Copies Of Files list to change when saved copies of files are created. This creates saved versions that users can go back to, as well as to use for recovery. You can reduce overhead related to File History by setting a longer save interval, such as Every 3 Hours or Every 6 Hours. Daily is the maximum duration.

    View and manage default settings for File History.

    Figure 2. View and manage default settings for File History.

  4. As necessary, use the Size Of Offline Cache list to control the maximum size of the file cache. Be sure to check the size of the related drive and increase or decrease this value as appropriate for the size of the drive and the available space. For example, if a drive has 2 TB of space, you might want to set the maximum size of the offline cache to 2 percent of disk space while if the drive has only 100 GB of space, you might want to set the maximum size of the offline cache to 10 percent of disk space.

  5. As necessary, use the Keep Saved Versions list to specify how long to keep saved versions. Choose a setting that makes sense for the way the user works. If you choose Forever, saved versions are kept indefinitely and will not be overwritten if the offline cache hits its size limit. If you choose Until Space Is Need, saved versions are kept until the size of the offline cache grows to its limit and then the oldest versions are overwritten as necessary to accommodate new versions. Any value in between these two settings keeps saved versions for a set amount of time before they are removed. However, if the size of the offline cache hits the limit, no new versions can be created until space is made available (by old versions reaching their time limit).

Note

On the Advanced Settings page, you can manually clean up file versions at any time. Tap or click Clean Up Versions. In the File History Clean Up dialog box, select which versions to delete and then tap or click Clean Up. For example, you can specify that you want to clean up files older than six months or that you want to clean up all but the latest version.

Recovering Personal Data

You can recover personal data files you’ve backed up with File History by following these steps:

  1. In Control Panel, tap or click Save Backup Copies Of Your Files With File History under the System And Security heading.

  2. Tap or click Restore Personal Files. In the File History dialog box, use the Previous Version and Next Version buttons to navigate through the snapshots until you find the version you want to work with. You can navigate folder structures within the snapshots just as you would folders on a hard drive.

  3. Snapshots are listed with a date and time stamp and a version number (for example, Monday, May 6, 2013 5:11 PM | Version 5 of 12). When you find a folder or file to restore, tap or click it, and then tap or click Restore To Original Location. You can select multiple items to restore as well.

Tip

You can restore files and folders to alternate locations as well. After you select the items you want to restore, tap or click the Options button in the upper-right corner of the File History dialog box and then tap or click Restore To. You can then select an alternate restore location.

 
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