Choose which Locations are Protected

You can set Endpoint Cloud to back up and protect files in specific locations on a computer (local drives only, by default). Some common locations are included by default, including All Volumes, Desktop, and Documents, and you can add other locations if required.

To choose the locations to protect, use the Locations settings on a Policy. For each location, you can choose what files are backed up and protected:

• all files
• global files only
• files that you choose manually.

You can use the Locations section to:

Add a Location

Edit a Location

Delete a Location.

Add a Location

To add a Location to a Policy so that it will be protected:

1. Display the Policy Editor for the Policy that you want to change (click Policies and then click on the Policy).
2. On the Protected Data tab, expand the Locations settings.
3. Click the plus icon (+) to display a context menu. The context menu has options for some commonly protected locations, including Downloads and Videos. To add your own location, click Add New Location.

   

4. Enter a meaningful Location Name so that other people will understand where this location is.
5. In the Path field, enter the folder location of the files you want to be protected.
6. If you want to include multiple folders, click on the plus (+) icon for Add another path. This creates another Path field.
7. Click Save Changes to confirm.
8. Choose whether you want All Files to be protected.

   

   If you enable this feature, all files in the location will be protected, with the exception of any excluded file types (global file excludes or custom file selection excludes). If you disable it, you can choose which files to protect.
   
   
9. Choose whether you want the Global Files to be protected for this location. If you enable this feature, all of the global types will be backed up and protected. If you disable it, the global file types will not be included (unless you add them as custom file sections in the next step).

   

   Note

   This option is only available if you set All Files to disabled.

10. Use Custom File Selection to include or exclude any particular file types for this location. If you enable this feature, you can use the Includes and Excludes section (see the next steps). For example, you can choose to include one collection of Global Files instead of all types of Global Files.

    

    Note

    This option is only available if you set All Files to disabled.

11. In the Includes section, click Add File Type.

    

    Use the Add File Type dialog to choose the types of files that you want to be protected for this location. You can choose any of your global files collections, and then Add or Remove Extensions to specify which file types will be backed up.

    Alternatively, you can click Add New File Type to create your own custom selection (enter the name in the Edit File Type Name field and use Add or Remove Extensions to choose the file types). Click Save Changes to confirm.

12. In the Excludes section, use Add File Type to Exclude to choose any file types that should not be protected for this location. For example, if you want Endpoint Cloud to protect all global files apart from PDFs, the quickest way is to enable Global Files for the Location, and then exclude PDFs.

    Use the Add File Type dialog to choose the types of files that you do not want to be protected for this location.

    You can choose any of your global files collections and then add or remove extensions to specify which file types will be excluded. Alternatively, you can add a new file extension to be excluded. Click Save Changes to confirm.

13. In the Excludes section, use Add a Folder to Exclude to choose specific folders that should not be protected for this location. Click Add a Folder to Exclude to display a context menu. You can then choose System Folders, Temporary Folders, or Add a New Folder. If you add a new folder, the Add Folder dialog appears and you can set the Folder Name and Path(s).

    

    Click Save Changes to confirm that the folders will not be protected.

    Note

    The exclusion feature takes precedence over inclusion. For example, if you set PDFs to be included (as Global Files or as custom includes) and excluded, they will be excluded.

14. Click Done.

Edit a Location

To make changes to an existing Location:

1. Display the Policy Editor for the Policy that you want to change (click Policies and then click on the Policy).
2. On the Protected Data tab, expand the Locations settings.
3. Click the Edit icon (pencil) for the Location that you want to change.
4. Use the All Files, Global Files, and Custom File Selection settings to make your changes. These work in the same way as when adding a Location (see above).
5. Click Done.

Delete a Location

To remove a Location from a Policy:

1. Display the Policy Editor for the Policy that you want to change (click Policies and then click on the Policy).
2. On the Protected Data tab, expand the Locations settings.
3. Click the Bin icon for the Location that you want to remove.