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Windows 7: SyncToy - Backup User Data


SyncToy - Backup User Data

How to Use SyncToy for Data Backups
Published 25 Feb 2013
Published by

Applies to:
Windows 7,Vista,Windows 8

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How to Use SyncToy for Data Backups

information   Information
SyncToy is a FREE application for synchronising file and folders between different data locations/devices. It has a simple graphical interface and logic that makes it very easy to implement a robust backup routine for everyday data files (e.g. documents, music, photo's etc.).



This tutorial will show you how to:
  • Create simple backups from your computer to an external USB device
  • Execute the backup manually
  • Optionally execute the backup automatically using Windows Task Scheduler
SyncToy is probably the easiest way to ensure your important data files are backed up. It caters for the simple needs of novices or less experienced computer users, but also has some powerful features that more experienced users will appreciate.



You will firstly need to to download and install SyncToy. The current version is SyncToy 2.1.

Download SyncToy:

For 32-bit versions of Windows 7:
download
For 64-bit versions of Windows 7:
download
If you prefer, you can navigate to the Microsoft Download Centre and can choose the download from there:
SyncToy - Backup User Data-0.png
Choose:
  • SyncToySetupPackage_v21_x86.exe download for 32-bit versions of Windows 7
  • SyncToySetupPackage_v21_x64.exe download for 64-bit versions of Windows 7
Note   Note
If you currently use an earlier version of SyncToy, it is strongly recommended that you complete any existing folder synchronisation prior to installing SyncToy 2.1.

In order to run, SyncToy requires Microsoft Sync Framework 2.0 components. These are included in the SyncToy installation executable download.



Installing SyncToy:

Install SyncToy by double-clicking the downloaded executable file.

Take note of the important message on the first panel if you are currently using an earlier version of SyncToy. If this is your first installation of SyncToy, you can ignore the message.
SyncToy - Backup User Data-1.png
Now finalise the installation by completing the remaining panels as shown below. Once installed, SyncToy only occupies about 1.46 MB of disk space.
SyncToy - Backup User Data-2.png
SyncToy - Backup User Data-3.png
SyncToy - Backup User Data-4.png


Understanding the SyncToy Concepts:

When you first open SyncToy, you will be presented with the main panel, as shown below.
SyncToy - Backup User Data-5.png
SyncToy employs simple logic to make effective backups. To use SyncToy you need to understand 3 key concepts:
  • the LEFT folder - the location of the folder you want to backup (e.g. My Music)
  • the RIGHT folder - the location to which the backup is to be made (e.g. external USB drive)
  • the Folder PAIR - the rule describing the backup between the LEFT and RIGHT folder
Tip   Tip
Although SyncToy also allows for synchronisation from the RIGHT to LEFT folder if required, the easiest way to understand SyncToy is to remember the basic rule : LEFT folder to RIGHT folder using a FOLDER PAIR.



Using SyncToy:

Backing-up or synchronising data using SyncToy involves creating, and then running, one or more folder pairs.

Step 1 - Creating a FOLDER PAIR:

From the SyncToy main panel, select the button Create New Folder Pair. Select the LEFT and RIGHT folders using the browsing feature.
SyncToy - Backup User Data-7.png
After clicking Next, you will be prompted to select the sychronisation method on the next panel. There are three choices:
  • Echo
    - New and updated (renamed and deleted) files are copied LEFT to RIGHT only
    - Use this option if you want to backup data files one-way, from your computer to an external drive.
  • Synchronize
    - New and updated (renamed and deleted) files are copied BOTH ways
    - Use this option if you want to synchronise data files between two computers, or your computer and an external drive.
  • Contribute
    - New and updated (renamed) files are copied LEFT to RIGHT only. Deleted files are not mirrored.
    - Use this option if you want to backup data files one-way, with the exception of deleted files.
Tip   Tip
The Echo option is the easiest method to achieve complete backups, especially for novices. It always follows the basic LEFT to RIGHT SyncToy copy rule.


Note   Note
How does ECHO work?
SyncToy - Backup User Data-echo_1.png
SyncToy - Backup User Data-echo_2.png
SyncToy - Backup User Data-echo_3.png
How does SYNCHRONIZE work?
SyncToy - Backup User Data-sync_1.png
How does CONTRIBUTE work?
SyncToy - Backup User Data-contri_1.png

Select the Echo option.
SyncToy - Backup User Data-8.png
Now provide a name for the FOLDER PAIR.
SyncToy - Backup User Data-9.png
Click Finish to save the folder pair name. The FOLDER PAIR and its details will be shown on the main SyncToy panel.
SyncToy - Backup User Data-10.png
You can place additional conditions, such as wildcards to determine which files should be included or excluded from the folder pair once it is run. By default, all files are included for processing by SyncToy when the folder pair is run.

Note   Note
Folder pair information is saved to C:\{User}\AppData\Local\Microsoft\SyncToy\2.0 as shown below:
SyncToy - Backup User Data-14.png
In order to maintain the folder pair link, a file withe name convention SyncToy_{number}.dat is saved in the root of each folder in the pair.If you delete this file, you will be unable to run the folder pair.

Step 2 - Running a FOLDER PAIR:

From the SyncToy main panel, select the folder pair you wish to run. The example below shows two folder pairs. The can select as many pairs as are available, or select individual pairs as required.
SyncToy - Backup User Data-11.png
You can use the Preview All option to preview the actions of the selected folder pair.
SyncToy - Backup User Data-12.png
You Run All option will execute the folder pair to create the backup.
SyncToy - Backup User Data-13.png
Tip   Tip
SyncToy actions are saved to SyncToyLog.txt in C:\{User}\AppData\Local\Microsoft\SyncToy\2.0



Running SyncToy from Windows Task Scheduler:

SyncToy backups can be automated by adding it as a task to the Windows Task Scheduler.

Step 1 - Create the SyncToy FOLDER PAIR/S:

If you haven't already done so, use SyncToy to create the folder pair/s you wish to use to backup your data.

Step 2 - Add SyncToy as a Task to Windows Task Scheduler:

Click the orb, and then browse to All Programs > Accessories > System Tools and click Task Scheduler. From the main panel, click Create Basic Task as shown below.
SyncToy - Backup User Data-t1.png
Provide a name and optional description for the task, and click Next.
SyncToy - Backup User Data-t2.png
Now select the trigger that causes Task Scheduler to run the SyncToy backup - I use a Daily trigger.
SyncToy - Backup User Data-t3.png
Specify the start date and time, and recurrence of the task, then click Next.
SyncToy - Backup User Data-t4.png
The action Task Scheduler should perform is to open a program - select that, and click Next.
SyncToy - Backup User Data-t5.png
Browse to the SyncToyCmd application.

Tip   Tip
For 32-bit installations the default path is C:\Program Files (x86)\Synctoy2.1
For 64-bit installations the default path is C:\Program Files\Synctoy2.1

To have Task Scheduler run every folder pair, add -R in the Add arguments box. To run only a single folder pair, use -R and the folder pair name enclosed in double quotes, as shown in the example below. Click Next to proceed.
SyncToy - Backup User Data-t6.png
Click Finish to finalise the basic parameters of the task.
SyncToy - Backup User Data-t7.png
To specify additional parameters for the task, locate and double-click the task you just created.
SyncToy - Backup User Data-t8.png
In the General tab, add a check mark in the Run with highest privileges option to force the task to run with administrator rights.
SyncToy - Backup User Data-t9.png
In the Settings tab, use the options shown below to ensure the task runs if the schedule is missed (e.g. the computer is turned off at the time the task is scheduled to run), or if the task fails to start.
SyncToy - Backup User Data-t10.png


That's all there is to SyncToy - if you don't already have a data file backup strategy, then I hope you find this useful.

Regards,
Golden

Need more help? Try searching our extensive help and support site.
Loading
25 Feb 2013   #1
Kari

Windows 7 x64 Ultimate
A Finnish immigrant in Leipzig, Germany
 
 

Excellent work, Colin! Thanks for sharing this.



Kari
My System SpecsSystem Spec

25 Feb 2013   #2
maxie

windows 7 home 64bit
Belfast Ireland
 
 

Cheers Golden nice one
My System SpecsSystem Spec
25 Feb 2013   #3
kado897

Microsoft Windows 7 Home Premium 64-bit 7601 Multiprocessor Free Service Pack 1
Hertfordshire
 
 

Nice work Colin.

It's some time since I used Synctoy and had forgotten how simple it is to set up.
My System SpecsSystem Spec
.


25 Feb 2013   #4
Golden

Windows 7 Ultimate SP1 (x64)
South Australia
 
 

Thanks guys.
My System SpecsSystem Spec
26 Feb 2013   #5
essenbe

Windows 7 Ultimate SP1 X64/ linux in VM
NW Florida
 
 

Nice job Golden. One of my favorite backup programs.
My System SpecsSystem Spec
26 Feb 2013   #6
Golden

Windows 7 Ultimate SP1 (x64)
South Australia
 
 

Thanks Steve.
My System SpecsSystem Spec
16 Mar 2013   #7
gregrocker

Win7 x 6 PC's
California, Florida, Boston
 
 

Really good tutorial, Colin. I've referenced it in my mini-tute Sync, Backup and Store your Files to the Cloud with Skydrive - Windows 7 Forums
My System SpecsSystem Spec
16 Mar 2013   #8
Golden

Windows 7 Ultimate SP1 (x64)
South Australia
 
 

Thanks Greg.
My System SpecsSystem Spec
16 Apr 2013   #9
badbreezer

Windows 7 Home Premium x64,Windows 8 Pro x64
Manheim PA
 
 

WoW Great Tut Golden,,It doesnt get better than Step by Step Configs..Thanks A Bunch to u & all the Amazeing Finds!
My System SpecsSystem Spec
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