Create and run backups

Open Protection → Backup Wizard. The workflow moves through Backup Sources, Backup Configuration, Target Storage, and Start Backup. For your first test, use a small sample dataset and run the backup manually.

1. Select the backup scope

Select an online source under Backup Sources and continue to Backup Configuration. Select the source again and open Backup Setup.

Registered Windows source selected in Backup Configuration with hostname, IP address, and account blurred while registration time remains visible

Under Sources, browse the directory tree and select the files or folders to protect. If the tree does not load, restore node connectivity and read permission rather than entering a guessed path.

Use the estimated size to detect an obviously incorrect selection. It is not a guarantee of the final transferred size or repository usage.

Windows test directory added to Selected Paths with hostname and IP address blurred

2. Select target storage

Under Target Repository, assign a compatible repository to each source. The wizard excludes targets that are incompatible with the source platform, Proxy binding, or network capabilities.

Saving the configuration validates the node, mounts, write access, repository state, and repository ownership. Resolve any reported validation error before retrying; do not create another repository for the same storage location.

Huawei Cloud OBS repository assigned to the Windows backup source with account, host, IP, and repository information blurred

3. Configure policy and filtering

Select the Backup Policy, File Filter, and compression behavior. For the first run, leave the policy and filter unassigned and run the backup manually. Add a schedule or exclusion only after the basic path works.

Filters change which files enter subsequent snapshots. After enabling exclusions, size limits, current-filesystem restrictions, or unreadable-item handling, inspect the next snapshot to confirm the result.

Optional Backup Policy and File Filter settings with the Windows hostname and account blurred

4. Optionally configure a restore plan

A restore plan can preset the latest snapshot, scope, destination node, destination directory, and conflict policy. If the destination is not yet known, leave the plan disabled and use the manual restore wizard after a snapshot exists.

For the first restore validation, use an independent destination directory and Skip. Do not preset a plan that overwrites source files.

5. Review and run

On Review, check the source, backup paths, target repository, compression, policy, filter, and restore-plan settings, then select Create.

Backup configuration summary on Review with account, host, and repository names blurred while restore path and configuration labels remain visible

Back on Start Backup, confirm that repository Connectivity is Online, select the source, and choose Backup Now. Wait for Backup Task to become Succeeded.

Backup configuration ready to run with Connectivity Online and account and host information blurred

Do not stop the Agent, unmount a NAS, or change storage credentials while the task is running. Continue with View tasks and snapshots after the task finishes.

Create and run backups ​

1. Select the backup scope ​

2. Select target storage ​

3. Configure policy and filtering ​