If you value your data—whether it’s some perfect photos you took last
weekend, your entire music collection on iTunes, or your draft of the
next great American novel—you must stay on top of regular system backup.
One of the easiest ways of doing so is to use OS X’s built-in backup
program, Time Machine. Time Machine works with your Mac and an external
drive to save important documents, photos, and system files regularly.
Apart from keeping spares of every file, Time Machine maintains a record
of how your system looked on any given day, so you can easily put
everything back the way it was if something goes wrong.
OS X has included Time Machine since OS X 10.5 (Leopard). Here’s how to
get set up in OS X 10.8 (Mountain Lion) using an external drive. For
more tips on backing up your data, see "Backup basics" and "Bulletproof backups."
Step 1: Select an external drive
To ensure that you have room for multiple versions of files, select an
external drive that's at least two times bigger than your Mac’s hard
drive. To determine how large your Mac’s hard drive is, select it in the
Finder and press Command-I. If your drive capacity is 999GB, for
example, you’ll be best off with a backup drive that’s 2TB or larger.
The best type of backup drive to use depends on the type of Mac you
have. If you have a Mac with Thunderbolt, select a drive that’s
Thunderbolt-ready, to take advantage of its speed. The options for Macs
without Thunderbolt are FireWire- and USB-compatible drives. Though USB
3.0 and FireWire provide equivalent performance, Apple’s latest MacBook
Pro release lacks a FireWire port, which suggests that Apple may be
phasing FireWire out of its designs. Consequently, a USB 3.0 drive may
remain compatible with future Macs longer.
Step 2: Prepare your external drive
Once you have an external drive, confirm that it’s properly formatted
for the Mac. If in doubt, connect the hard drive to your Mac and open OS
X’s Disk Utility (in the /Applications/Utilities folder). In the
left-hand column of the Disk Utility window, select the disk that you
want to designate as your Time Machine backup. At the bottom of the
window, you’ll see information about it. If the disk’s Format reads 'Mac
OS Extended (Journaled)', you’re good to go.
If not, you'll have to reformat the drive: Click the Erase tab, choose Mac OS Extended (Journaled) from the Format pop-up menu, and click Erase.
For more information, see "How to format a hard drive."
Step 3: Get set up for your first backup
If you already know that your hard drive is compatible, just hook it up.
Your Mac will recognize the added hardware, and a window will appear,
asking you whether you want to use the drive to back up with Time
Machine. Click Use as Backup Disk. A full system backup will begin immediately.
Normally,
as long as your new external hard drive is formatted correctly, all
you have to do is plug it in to get started backing up with Time
Machine.
If you don’t see this dialog box automatically, or if you’ve just reformatted your drive, click the System Preferences icon in the Dock (or select Apple menu > System Preferences). Click Time Machine and then click Select Disk. Your external drive should appear in the list. Select the disk and click Use Disk. Time Machine will begin a full system backup.
The Time Machine window gives you access to most of the program's options.
Your first full system backup will take a few hours or more, depending
on the size of your Mac’s hard drive. But subsequent regular backups
will take only a fraction of that time because the drive will limit
itself to updating what’s already there and saving new files. If your
drive stays connected to your Mac, the scheduled hourly backups will
take just seconds to complete.
By default, you’ll now see a Time Machine icon in your menu bar; it
looks like a clock encircled by an arrow running counterclockwise. Click
this icon to get quick access to information about your last backup and
to the Time Machine preferences panel. If you don’t like it, you can
prevent this icon from appearing by going to the preferences panel and
unchecking the Show Time Machine in menu bar option.
Step 4: Configure and customize your backups
You can tweak several settings to optimize your Time Machine backups.
Exclude items you don’t need: If you don’t need to save
some items—restaurant takeout menus in your Downloads folder, for
example, or miscellaneous screenshots that live on your Desktop—you can
select items to omit from your system's regular backups. Go to the Time
Machine preferences pane and click Options. Then click the plus-sign (+) button under the list labeled Exclude these items from backups. From there, pick and choose the items you’d like to leave out, and click Exclude
when you're finished. In the large Exclude list, you’ll see the folders
or individual files that you selected. You can change your mind about
these at any time by selecting a file and clicking the minus-sign (-)
button.
To save space on your backup drive, exclude items you don't need to backup.
If you use an external virtual machine, such as VMware Fusion or Parallels Desktop,
to run Windows on your Mac, we recommend excluding it from your Time
Machine backups. Backing up your virtual machine will quickly fill up
your external hard drive, as Time Machine tends to perform a full backup
of virtual machines each time instead of running a simple daily update.
Several user have also reported instances where Time Machine crashed a
VM session when it tried to perform a backup.
Erase older backups without interruption: When your
external drive gets full, Time Machine will automatically erase older
backups to make room for new ones. The default setting is for the
program to notify you when it has deleted an older backup, but if you
don’t need this information, uncheck the box next to Notify after old backups are deleted in Time Machine's preferences.
Backup on battery power: If you’re a MacBook user, you can also choose to back up while using battery power. Go to Time Machine's preferences, click Options, and select the Back up while on battery power
option. By default, Time Machine will back up only when your laptop is
connected to AC power, to ensure that your MacBook stays powered during
the backup process. If the battery drains completely during a backup,
the backup won’t be complete and may get corrupted.
Step 5: Keep backing up
Regularly using Time Machine to back up your files is the final step. If
you have a desktop Mac, leave your external drive plugged in—Time
Machine will launch automatically and perform backups hourly. You can
also manually start a backup by clicking the Time Machine icon in the menu bar and selecting Back Up Now.
If you don’t keep your backup drive connected to your Mac—because your
system is a laptop and you’re using on the go—remember to hook it up
regularly to protect your data. The Time Machine icon will display an
exclamation point when you haven't run a backup for a while. Just as it
did when creating your first full system backup, Time Machine will start
running as soon as your drive is plugged in.
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