Tri-Edre Tri-Backup - 3 User Manual
Tri-BACKUP 3
USER HANDBOOK
Your Serial Number: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tri-BACKUP 3 User Handbook 3
Licencing and Copyright Agreement
This software is Copyright ©1998-2003 TED and ©TRI-EDRE.
Except as permitted under copyright law, no part of the program or this manual may be
reproduced or distributed in any form or by any means without the prior written permission
of TRI-EDRE.
The program, and this manual, are licensed only for individual use on a single computer. you
are permitted by law to make working copies of the software program, solely for your own
use. No copy (original or working) may be used while any other copy is in use.
If you ever sell, lend or give away the original copy of this Software program, all working
copies must also be sold, lent or given to the same person, or destroyed.
Limited Warranty
TRI-EDRE warrants to you that the Software will perform substantially in accordance with the
Documentation for the ninety (90) day period following the date of delivery of the Software
to you. If the Software fails to meet the specications of the warranty set forth above, TRIEDRE liability and your exclusive remedy will be replacement of the CD or a reasonable effort
to make the product meet the above warranty specication. Except for the above express
limited warranties, TRI-EDRE makes and you receive no warranties or conditions, express,
implied, statutory or in any communication with you, and specically disclaims any implied
warranty of non infringement, merchantability or tness for a particular purpose. TRI-EDRE
does not warrant that the operation of the program will be uninterrupted or error free.
In no event will TRI-EDRE be liable for any loss of use, loss of prots, interruption of business, or indirect, special, incidental or consequential damages of any kind, however caused
and under any head of liability, arising out of use of or in connection with the software.
Trademarks
Tri-BACKUP is a trademark of TRI-EDRE.
All other products are trademarks of their respective companies.
©TRI-EDRE. All Rights Reserved.
22 Place de l’Eglise - BP 111
83510 LORGUES (FRANCE)
Phone: +33 4 98 10 10 50
Web site: www.tri-edre.fr • www.tri-edre.com
Email address: contact@tri-edre.fr • contact@tri-edre.com
TRI-EDRE
Fax: +33 4 98 10 10 55
Table of Content
Introduction........................................................................................................... 5
Welcome! ........................................................................................................... 5
Thank you for registering ...................................................................................... 5
Latest version of the software ............................................................................... 5
Program Setup .................................................................................................... 5
Uninstalling the Software...................................................................................... 5
Upgrade from version 3 ........................................................................................ 6
Upgrade from version 2 ........................................................................................ 6
Launching and Registering the Software................................................................. 6
Technical support................................................................................................. 6
Contacts............................................................................................................. 6
Administrator authorizations (OS X)......................................................................... 8
Activating authorizations to Tri-BACKUP .................................................................. 8
Basics ................................................................................................................... 9
Two types of action: Immediate and Programmed.................................................... 9
What can be backed up or synchronized?............................................................... 9
To execute actions, Tri-BACKUP must be running!.................................................. 10
Backing up........................................................................................................ 10
Backup placement............................................................................................. 11
Restoring .......................................................................................................... 11
Synchronizing .................................................................................................... 11
Multiple congurations ....................................................................................... 12
Backup Strategies................................................................................................ 13
What kind of backup to use? .............................................................................. 13
Background backup ........................................................................................... 13
Create congurations for every backup................................................................. 13
Backup of several computers on the network........................................................ 14
Back up your backup! ........................................................................................ 14
The Different Modes of Backup............................................................................. 15
Manual Backup from the Desktop ....................................................................... 15
Using the Synchronization features ...................................................................... 15
Immediate Backup............................................................................................. 15
Programmed Mirror Backup ................................................................................ 15
Programmed Evolutive Mirror Backup................................................................... 16
Programmed Incremental Backup........................................................................ 16
The Different Modes of Restoration....................................................................... 18
Manual Restoration from the Macintosh Desktop .................................................. 18
Using Synchronization to Restore......................................................................... 18
Using Immediate Restoration .............................................................................. 18
Using the «Restore...» function ............................................................................ 18
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Main Window ....................................................................................................... 20
Preferences......................................................................................................... 22
Immediate Actions ............................................................................................... 24
Interaction with immediate actions ...................................................................... 24
Immediate Copy ................................................................................................ 24
Immediate Backup............................................................................................. 25
Immediate Restore ............................................................................................ 27
Immediate Synchronization................................................................................. 28
Immediate Compression/Decompression.............................................................. 28
Comparison of two folders or disks ...................................................................... 29
Delete a folder’s content .................................................................................... 30
Programmed Actions ............................................................................................ 31
Creating a Programmed Action............................................................................ 31
Choosing the Mode............................................................................................ 32
Choosing Items ................................................................................................. 33
Options panel.................................................................................................... 35
Trigger Panel ..................................................................................................... 38
Exceptions ........................................................................................................ 39
Linked operations .............................................................................................. 41
Restoration ......................................................................................................... 42
Restoration constraints....................................................................................... 42
Restoration’s powerful possibilities ...................................................................... 43
The Restore Window .......................................................................................... 43
Restoring with an Evolutive Backup...................................................................... 44
Security Folder for Restoration ............................................................................ 45
Backup Browser................................................................................................... 46
Other Features..................................................................................................... 47
List of the Latest Operations ............................................................................... 47
List of the Latest Errors ...................................................................................... 47
Information windows .......................................................................................... 47
Access checking ................................................................................................ 47
Search function ................................................................................................. 48
Launching an action from a le ........................................................................... 48
Common Exceptions .......................................................................................... 48
History of Programmed Actions ........................................................................... 48
Compression/Uncompression .............................................................................. 48
Cleaning Evolutive Backup data........................................................................... 49
Locking use and settings .................................................................................... 49
Icons (description) ............................................................................................... 50
F.A.Q. .................................................................................................................. 52
4 Tri-BACKUP 3 User Handbook
Introduction
Welcome!
Thank you for purchasing Tri-BACKUP!
Tri-BACKUP is the backup utility for Macintosh to assist you in:
• data backup (mirror or incremental).
• data restoration (in case of le loss).
• data synchronization of two disks or two folders.
• regularly scheduled and synchronized data backup, suited to your needs.
Thank you for registering
You will nd a registration card for your software license enclosed in the package.
Please complete the form and send it to us promptly. Once you are registered, you will
have access to technical support and will be notied of updates and news about our
products.
Latest version of the software
Check our web site “http://www.tri-edre.com” to know if you have the latest version of
this software.
If you do not have the latest version of Tri-BACKUP, download it from the web site
using your serial number.
Note: serial numbers are compatible with all versions having the same main version
number: a serial number of version 3.0 is useable with versions 3.01, 3.02, etc.
Program Setup
On the CD-ROM, you will nd the application folder «Tri-BACKUP 3 Folder». Drag
this folder into your hard disk (you can also download Tri-BACKUP from our web site
http://www.tri-edre.com).
Uninstalling the Software
To remove this software from your hard disk:
• run Tri-BACKUP, select all programmed actions, delete these actions and quit
Tri-BACKUP (this will remove the les that automatically launch Tri-BACKUP
at start up).
• move the application folder «Tri-BACKUP 3 Folder» to the Trash.
Note: Tri-BACKUP is required to recover the les compressed with Tri-BACKUP.
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Upgrade from version 3
If you are a user of Tri-BACKUP 3, and want to continue using the previous settings
and congurations that were created, install Tri-BACKUP 3 then copy the folder «ƒTriBACKUP.prefs» into the «Tri-BACKUP 3 Folder». Now run Tri-BACKUP 3.
Upgrade from version 2
If you are a user of Tri-BACKUP 2, and want to continue using the previous settings
and congurations that were created, install Tri-BACKUP 3 then copy les «TriBACKUP.Exclusions» and «Tri-BACKUP2.Congurations» (from version 2) into the
«Tri-BACKUP 3 Folder». Now run Tri-BACKUP 3.
If you have already used Tri-BACKUP 3 and created new congurations, the old ones
will not be imported. To import old settings, remove all the programmed actions rst,
quit and re-run.
Note that version 3 needs a new serial number. You cannot use your previous version
2 serial number. Please, contact us for the upgrade or visit our web site http://www.triedre.com.
Launching and Registering the Software
Double-click the application icon to run Tri-BACKUP. When rst launching, you will
be prompted to enter your serial number (sent to you by email, or on a sticker on your
CD). This serial number will activate all of the features of Tri-BACKUP. Please, keep
this number in a safe place (for upgrades and technical support).
Tri-BACKUP will be automatically opened at start up if:
• Under Mac OS 9, you create at least one programmed action that will be automatically triggered. Tri-BACKUP will create a le in the folder «Open at Start Up»
in your «System Folder».
• Under Mac OS X, select the «Login items» feature in the «System Preferences»
and drag the Tri-BACKUP icon in the list.
Technical support
Our technical support is free and can be accessed by e-mail, fax or phone. Please have
your serial number and the software version number ready before calling.
Contacts
If you have comments about this product, problems or questions about this user guide or
with our web site – or if you are interested in a site license – please contact TRI-EDRE
(specify the version and serial numbers of your copy):
6 Tri-BACKUP 3 User Handbook
by e-mail address:
by phone or fax:
by mail:
contact@tri-edre.com
Phone: +33 4 98 10 10 50
Fax: +33 4 98 10 10 55
TRI-EDRE
22 Place de lʼEglise - BP 111
83510 Lorgues (France)
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Administrator authorizations (OS X)
Under Mac OS X, a user has limited access to the les and folders, depending on the
rights granted, for each user, the group or the world. When a user attempts to read or delete a le without the necessary permissions, the system will not allow the operation.
Numerous les in Mac OS X are protected, and are only accessible to the administrator
or «root» user.
Tri-BACKUP, as any application launched by the current user, has the same limited rights as the user. Tri-BACKUP cannot copy les if the user does not have these rights.
Activating authorizations to Tri-BACKUP
It is possible to grant Tri-BACKUP all authorizations for a full access to all les, in
order to run a complete backup, or to create a bootable copy of an OS X system. These
authorizations are independent of those of the current user.
When rst launched, Tri-BACKUP will propose to save these authorizations. They can
be activated (or deactivated) from the Backup menu (available under OS X only), or
automatically (de)activated before each programmed action.
To activate these authorizations, Tri-BACKUP will rst ask for a valid Administrator
password. Authorizations will remain active permanently.
To deactivate these authorizations, use the item from the Backup menu.
If Tri-BACKUP is moved or reinstalled, it could be necessary to reactivate these rights.
When the administrator authorizations are active, you are informed in the main window:
the current user name (on top right of the main window) is followed by «/0», and a message is displayed below the programmed actions list.
We added a lock function (in the Tools menu). An administrator can activate these
authorizations on a computer, and can lock the use to the existing programmed
actions only. Settings, immediate actions and restorations will be accessible only
with the correct password. Programmed actions will run normally.
8 Tri-BACKUP 3 User Handbook
Basics
Two types of action: Immediate and Programmed
Immediate Actions
«Immediate Actions» are designed to run a backup, a copy or a synchronization very
quickly and easily, with a very few settings.
Possible actions are:
• copy a folder or a disk,
• backup a folder or a disk,
• restoring a le, a folder, or an entire volume,
• synchronizing a folder or a disk,
• compressing, uncompressing or protecting a folderʼs content.
• comparison of folders contents.
• deleting a folderʼs content.
Programmed Actions
For repetitious actions, or actions that you want to be done automatically, Tri-BACKUP
offers the «Programmed Actions». The settings of these actions are saved and these
actions can be automatically and regularly scheduled and run without any intervention
of the user.
Programmed actions can provide:
• backup of folders and disks (with three different modes: mirror, evolutive and
incremental),
• synchronization of two folders or disks,
• copy of a folder or a disk,
• compression, uncompression and protection of a folderʼs content.
• deleting a folderʼs content.
What can be backed up or synchronized?
Tri-BACKUP can manage any volume (and its content) on the desktop of your Macintosh. It can be the volume from which to backup, the volume to be synchronized or the
volume into which the backup should be made.
Tri-BACKUP handles les (documents, applications, etc.) and copies these les when
backing up or when synchronizing.
Note: Any volume you need to back up or synchronize must be mounted on the
desktop.
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To execute actions, Tri-BACKUP must be running!
Tri-BACKUP doesnʼt install any extensions or control panels.
Under Mac OS 9, in order to automatically launch backups and synchronizations, TriBACKUP creates a le into the “Startup Items” and “Shutdown items” folders in the
System Folder. Tri-BACKUP will automatically run at every start-up and will quit if
necessary.
Under OS 9, do not quit Tri-BACKUP: if you do so, Tri-BACKUP wonʼt be able to
make backup until it is relaunched or until the computer is restarted.
Under Mac OS X, select the «Login items» feature in the «System Preferences» and
drag the Tri-BACKUP icon in the Login items list.
Under OS X, an option in the Preferences allows that Tri-BACKUP quits and
opens automatically between 2 programmed actions. If you do not activate this
function, do not quit Tri-BACKUP, or it wonʼt be able to make backup until it is
relaunched or until the computer is restarted.
If you scheduled actions at shut down, Tri-BACKUP needs to be open under OS X. Under
OS 9, the application will automatically be launched at shut down.
Backing up
Tri-BACKUP automatically makes a backup of your data by copying every modied
le onto another disk, onto a network drive, or on a high capacity disk such as Zip or Jaz
disks, etc. Tri-BACKUP can save the content of the whole volume or a specic folder.
Choose the conguration you need.
Tri-BACKUP makes copies of original les for backup. Files are automatically duplicated into the backup location, in much the same way as moving them by hand (except
that Tri-BACKUP preserves owners and permissions, when the Finder changes them
during a copy). The directory structure (folders, sub-folders, etc.) is kept intact. You can
then, even without Tri-BACKUP, check manually what was saved, and you can retrieve
a le directly from the Macintosh Desktop.
Three backup modes are available in Tri-BACKUP:
• MIRROR BACKUP: this kind of backup creates an exact copy of a folder or the
entire content of any volume you choose. During each backup, the copy is updated
to remain identical to the source folder. Tri-BACKUP only copies les that were
modied (or added) in the source folder.
• EVOLUTIVE MIRROR BACKUP: this kind of backup creates an exact copy of
a folder or the entire content of any volume you choose. During each backup, the
copy is updated to remain identical to the source folder. In addition, Tri-BACKUP
keeps track of any modied, added or removed le, and saves the last versions of
10 Tri-BACKUP 3 User Handbook
each modied le. You can limit the number of versions of the same le saved
in the backup, and options allow to clean the backup by removing older versions.
Tri-BACKUP only copies les that were modied (or added) in the source folder.
• INCREMENTAL BACKUP: this mode allows you to keep a copy of every version of a document. During each backup, Tri-BACKUP copies only the les that
have been modied since the last backup, creating a new folder for each backup
(previous backups are not overwritten).
Backup settings allow for le compression or le exclusions (aliases, icons, invisible or
temporary les, etc.).
Backup placement
Tri-BACKUP species the destination folder where the backup is copied. Tri-BACKUP
creates a new folder for each of the volumes or folders to back up, in this destination
folder.
For example, if you back up your disks “Hard Disk” and “External Disk” in the “BACKUP”
folder on a high capacity disk, the backed up versions of the folders will use the same
names as the original volumes; in this example, “Hard Disk” and “External Disk”, would
be created in the “BACKUP” folder.
The destination folder is a backup «container».
Restoring
A le restoration process is linked to the backup operation. It allows all les that were
copied during backup (or that were deleted or modied in the source) to be restored in
the source folder or volume.
Restoration is used to retrieve lost or deleted les, to retrieve a previous version of a
document, or to rebuild an entire folder or disk.
Note 1: Every replacement of an existing le will require conrmation.
Note 2: Tri-BACKUP makes exact copies of les during backup. It is possible to restore a
le manually from the backup location to the source folder.
Synchronizing
When a synchronization is started, Tri-BACKUP compares the content of the two folders (and of their sub-folders) or of two disks. If a le is missing (or is older) in one of
the two folders, it will be overwritten.
When the synchronizing process is over, the content of the two folders (or disks) will be
identical, with each of them containing the latest version of the les.
This synchronization is automatic and therefore easier, quicker and safer than opening
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every folder to make copies of les one at a time by hand.
Caution: if a le was modied in one of the two folders, the newest version is
kept.
Note: Use the synchronization feature to update a desktop computer and laptop computer.
Multiple congurations
A great advantage of Tri-BACKUP is that you can schedule multiple backups or synchronization operations. These can be launched automatically, without requesting any
user action.
It is possible to create as many congurations as needed. They can be organized in different groups for an easier management.
For example, you can schedule:
• an hourly mirror backup of important data (to ensure having an up-to-date copy)
• an incremental backup of a frequently used folder every evening at shutdown
(thus keeping successive versions of a report).
• a complete backup of your hard disk, on every 1st day of the month at 8:00 AM
(as a reference backup on a CD-ROM).
• different backups for different days of the week.
• a synchronization of your “Customer File” nightly at 11:00 PM (insuring that all
computers on your network are up-to-date).
• any other conguration as ts your needs.
12 Tri-BACKUP 3 User Handbook
Backup Strategies
Although backups can be run manually with Tri-BACKUP, its main purpose is to back
up data automatically, without any user interaction. Once congured and scheduled,
these operations will do their job, without disturbing you. By creating congurations
according to your needs, you will be able to make full backups as well as specic backups of important folders.
What kind of backup to use?
Tri-BACKUP offers multiple backup possibilities (these are detailed in the «The Different Modes of Backup» chapter).
A mirror backup lets you have an “exact copy” of your data, which easily retrieves
your work environment after accidental loss of data. However, every “error” in the
source or every corrupted le will be reected in the destination folder.
The evolutive mirror backup is like a mirror backup, creating an exact copy of your
disk or folder. But, when a le is modied or removed, the evolutive backup saves the
old version prior to copy the new one in the backup. This way, Tri-BACKUP will save
the evolution of the content, and you will be able to go back to a previous version very
easily. This backup mode needs more disk space than the mirror backup (and the needed
space can be important if old les must be saved for a long time). Options allow you to
remove the oldest versions.
The great advantage of an incremental backup is to keep all successive versions of a
document at your disposal (for example, you will be able to get a previous version of
your document, if you realize that you deleted something which is still needed), without
copying old les. This backup is not total (it contains only the recently modied les),
but allows light backup.
We recommend combining both kinds of backup, possibly limiting incremental
backups to important, frequently used les.
Background backup
Tri-BACKUP can run backups while you work on your computer.
Tri-BACKUP works faster while it is in the foreground of your computer. If it is in
background, Tri-BACKUP works slower, but allow you to run another application simultaneously.
Create congurations for every backup
We recommend setting up several backup congurations to t your needs. Using multi-
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ple congurations optimizes your backup strategy, taking less time and using less space
than one full data backup. Also, be sure to execute a global backup as necessary to
protect your entire system.
Backup of several computers on the network
Once Tri-BACKUP has completed a backup of all volumes on the desktop of one computer, it is possible to save the content of other computer disks on your network, with a
different conguration for each computer as needed.
You can also keep a designated hard disk on a server for backup of all computers on
the network, allowing each computer its own Tri-BACKUP copy with customized congurations.
Back up your backup!
Since it is possible that you may backup data that you later nd unusable, we recommend regularly storing copies of your data on a CD or high capacity disk designated for
backup copies only.
Keep two backup sets that may be updated interchangeably; for example, keep one
set for backups on even days and one set for backups on odd days.
If it is possible, burn a backup CD regularly as a safeguard against a serious crash
on your computer system.
Think that your backup will be your last resort. Tri-BACKUP is an easy to use utility
that is efcient and quiet during operations. Make the most of it!
14 Tri-BACKUP 3 User Handbook
The Different Modes of Backup
Tri-BACKUP allows several ways to do a backup.
For each method, the principle used by Tri-BACKUP is the same: a copy of the les,
and a copy of the folder structure (folders and subfolders). That way, the result of the
backup is similar to the one obtained with a copy from the Finder, but itʼs much more
easy and efcient with Tri-BACKUP.
Manual Backup from the Desktop
You can copy a folder (or a volume) directly from the Finder. This can be considered
as a backup.
This method is very inefcient, because this method overwrites all backups previously
done. However, Tri-BACKUP will be able to restore from this type of backup.
Using the Synchronization features
Synchronization is not the best way to do a backup. Just remember that the synchronization works in both directions. Any le that you have removed from your hard disk (but
still remaining in the backup) would tend to be copied back to your disk.
Itʼs best to use the Immediate Synchronization feature, so that you can precisely control
which les to include and the direction of the copy (remember that synchronization can
copy in both directions).
Synchronization only copies les that need it. Unmodied les are of course not copied.
Immediate Backup
You can perform a backup using this mode. You should limit the use of it for a one-time
backup, or if you want to see and control which les will be copied. With this mode, you
can do a full copy if all items are selected before running the backup.
Immediate Backup allows an «intelligent» backup, copying only les that need it. You
can also activate the compress option to reduce the size of the backup.
Programmed Mirror Backup
This mode allows the easiest restoration of a folder or a disk.
This backup creates an exact copy of a folder or an entire disk. The copy will be updated
each time the backup runs (only modied or new les will be copied).
The backup needs a lot of space in the backup volume (as much as the original folder/
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disk), but the compress option can considerably reduce it.
This is a good way to have a recently updated copy of your hard disk, useable in the
event of a problem to easily recreate your usual working environment.
Please, keep in mind that any removed or corrupted le will replace the old one in the
copy.
Programmed Evolutive Mirror Backup
This mode offers the highest security, and an easy way to restore the data.
This mode creates an exact copy (like the Mirror Backup mode) but, when a le is
modied, the copy of the previous version is moved to a «second level backup» place
prior to replacement by the new version. This mode can save multiple versions of each
document. The backup is updated each time this action is scheduled.
The disk space needed for this backup mode can be quite large and greater than the size
of the original folder or disk. Compression can greatly reduce this size.
If you have enough free space (for example if you have a large external hard disk for
your backup), this mode is an excellent way to have a copy of your disk as well as the
last versions of each document. You will be able to use this copy to restore your disk, or
to go back to a prior disk content or a clean version of a document.
The complementary data of an evolutive backup are saved, folder-by-folder, in special
folders named «(ƒBACKUP.Evolutive.folder**)». These folders are invisible folders,
but you can make them visible in Settings or with one of the Tools menu items. These
folders contain previous versions of modied and deleted documents. If you exclude
these folders, the copy obtained with this mode is similar to the copy done with a Mirror Backup. A «cleaning feature», in the Tools menu, can remove all the evolutive data
inside a folder.
Use the options of this backup mode to limit the number of versions and the period of
time they will be saved. This will clean the backup and prevent its size to grow up too
much.
If you use the «evolutive cleaning» function in the Tools menu, you’ll remove all «evolutive» data and will wind up with the same result as a Mirror Backup.
Programmed Incremental Backup
This mode creates a relatively small sized backup.
Only a few portions of the disk (or folder) will be saved for each backup. Only les
modied since the last backup are copied.
This is a good way to bring your daily work with you on a small hard disk or cartridge.
16 Tri-BACKUP 3 User Handbook
It is also a way to preserve the last versions of a document.
This backup mode, which is a partial backup, will not allow a full restoration of a disk
or a folder. You should use it in combination with a Mirror Backup (for the complete
content) to save important les you are working on.
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