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[v9] Backup Source Selection

September 17, 2025

Backup Source

The three (3) ways to select files and/or folders to backup:

Option Description
Quick or Shortcut This allows the user to back up files and/or folders in the selected backup source entirely.
Filter This allows the user to select or exclude files and/or folders from the backup job.
Advanced Backup Source This allows the user to select files and/or folders individually to back up.

Quick or Shortcut

This option allows the user to quickly select a backup source to be backed up.

Backup Source

To know the locations of the folder(s) that will be backed up for each selected backup source, refer to the following table:

Backup Source Description
Desktop

If Desktop is selected, all files and/or folders in the following location will be backed up:

%UserProfile%\Desktop

My Documents

If Documents is selected, all files and/or folders located in the following location will be backed up:

%UserProfile%\Documents

If the Follow Link is enabled, all files and/or folders located in the following locations will also be backed up:

%UserProfile%\Music

%UserProfile%\Pictures

%UserProfile%\Videos

The Follow Link is enabled by default, found under Backup Sets > %backupset_name% > Others > Follow Link.
Favorites

If Favorites is selected, all files and/or folders located in the following location will be backed up:

%UserProfile%\Favorites

Outlook

If Outlook is selected, all files and/or folders located in the following location will be backed up:

%UserProfile%\AppData\Local\Microsoft\Outlook

Windows Live Mail

If Windows Live Mail is selected, all files and/or folders located in the following location will be backed up:

%UserProfile%\AppData\Local\Microsoft\Windows Live Mail

To select files and/or folders to back up using the Quick or Shortcut option, follow the steps below:

  1. Select a backup source.

    Backup Source

    The Outlook and Windows Live Mail will be disabled if they were not installed on the machine.
  2. Click the Save button to store the selected backup source.

Filter

The “Filter” backup source is an alternative way to select a backup source which does not require Windows User Authentication login password even if the backup schedule is enabled unless the “Filter” backup source is located on a network drive.

Filter

To select files and/or folders to back up using the “Filter” backup source, follow the steps below:

  1. Swipe the lever to the right to turn on the “Filter” setting.

    Filter

  2. Click the + button to create the filter.

    Add Filter

  3. Enter the name of the backup filter.

    Filter Name

  4. Select from the options below.

    Filter Options

  5. In this example, all files and/or folders that end with the letter ‘X’ will be included to the backup job. You can add multiple patterns here.

    Filter Pattern

  6. Select whether you would like to apply the filter to all files and/or folders in all hard disk drives or to a specific folder only. If This folder only is selected, click the Change button to select the specific folder or input the local / network address that you would like to apply the filter to.

    Filter Folders/Files

  7. If “This share requires access credentials” is checked, enter the “User name” and “Password” of the local or network drive. This checkbox will only be enabled if a local or network address is detected.

    Access Credentials

  8. Click the OK button to save the created filter, then click the Save button to save the settings. Once you run a backup, all files and/or folders that match the applied filter will be backed up.

    Existing Filters

Multiple backup filters can be created by clicking the Add button.

For more details about backup source filtering, refer to Backup Source Filter.

Advanced Backup Source

The “Advanced Backup Source” is another way to display the locations in the backup source to select files and/or folders to backup.

Here is the “Advanced Backup Source” window for the following:

  • Windows

    Advanced Backup Source for Windows

    • The “Add network address” option is only available on Windows.
    • The “Advanced Backup Source” is another way to select a backup source which does not require Windows User Authentication login password even if the backup schedule is enabled unless the backup source is located on a network drive.
  • macOS

    Advanced Backup Source for macOS

  • Linux (GUI)

    Advanced Backup Source for Linux (GUI)

The following table shows the list of options in the “Advanced Backup Source” which require and does not require Windows User Authentication login password for Windows only:

Advanced Backup Source Description
Local Disk Does not require Windows User Authentication login password.
Network Drive Requires Windows User Authentication login password. For network drive/s, you will need to enter the login credentials which has permission to access network resources in order to back up selected files and/or folders.
Libraries

Does not require Windows User Authentication login password.

This type of backup source may not be supported on other versions of Windows.

This feature is not supported on:

  • Windows 11
  • Windows 10
  • Windows 8.1
  • Windows 8
  • Windows Server 2022
  • Windows Server 2019
  • Windows Server 2012 R2

Supported on:

  • Windows 7
  • Windows Server 2016
  • Windows Server 2008 R2
Add network address Requires Windows User Authentication login password. For network drive/s, you will need to enter the login credentials which has permission to access network resources in order to back up selected files and/or folders.

To select files and/or folders using the Advanced Backup Source, follow the steps below:

  1. In the Backup Source window, click I would like to choose the files to backup.
  2. For Linux (GUI) and macOS, tick the Show files checkbox at the bottom of the screen. A list of files will appear on the right-hand side. Select the checkbox(es) next to the file(s) to back up.

    Example of “Advanced Backup Source” window in Linux (GUI)

    Advanced Backup Source for Linux (GUI)

    Example of “Advanced Backup Source” window in macOS

    Advanced Backup Source for macOS

    For Windows, there are two (2) ways to select files and/or folders, one is when the files and/or folders are located in the local machine and another way is when the files and/or folders are located in the network.

    • To select folder(s) to backup all files in the folder(s) and/or backup only individual file(s) in the local machine, tick the Show files checkbox at the bottom of the screen. A list of files will appear on the right-hand side. Select the checkbox(es) next to the file(s) to back up.

      Advanced Backup Source for Windows

    • Backup file(s) and/or folder(s) located in a network drive. Click the Add network address link at the bottom of the screen. In the “Network Address” window, enter the network address.

      Advanced Backup Source for Windows

      Once a network address is entered, “This share requires access credentials” will be enabled. Check the box beside it if access credentials are required to backup and enter the “User name” and “Password”. Otherwise leave it unchecked and click OK.

      Access Credentials

      The network drive will now be added and automatically selected. There is also an option to select only specific file(s) to back up by checking the Show files checkbox.

      Advanced Backup Source for Windows

  3. Click the OK button to save the selection, then click the Save button to store settings.

In selecting files and/or folders to back up, the three (3) options can be used simultaneously. For more details, please refer to the example scenarios below:

Scenario 1 (Quick or Shortcut + Filter)

You can use the quick or shortcut option and apply filter to the selected backup source at the same time. To use this type of combination, follow the steps below:

  1. Choose a backup source.

    Backup Source

  2. Create a filter which will be applied to the backup source.

    Create Filter

    Create Filter

  3. Click the OK button to save the created filter, then click the Save button to store settings.

Scenario 2 (Quick or Shortcut + Advanced Backup Source)

You can use the quick or shortcut option and and select files and/or folders in the advanced backup source at the same time. To use this type of combination, follow the steps below:

  1. Choose a backup source.

    Backup Source

  2. In the source window, click I would like to choose the files to backup and select the files and/or folders that you would like to back up. Or click Add network address to backup files and/or folders located in a network drive.

    Advanced Backup Source

    Advanced Backup Source

  3. Click the OK button to save the created filter, then click the Save button to store settings.

Scenario 3 (Filter + Advanced Backup Source)

You can use the “Filter” backup source and select files and/or folders in the “Advanced Backup Source” at the same time. To use this type of combination, follow the steps below:

  1. Create a filter.

    Filter

  2. In the source window, click I would like to choose the files to backup and select the files and/or folders that you would like to back up. Or click Add network address to backup files and/or folders located in a network drive.

    Advanced Backup Source

    Advanced Backup Source

  3. Click the OK button to save the created filter, then click the Save button to store settings.