ChronoSync is designed to be flexible. It can meet the needs of any synchronization or backup strategy, no matter how simple or complex. In some instances your needs may NOT be as simple as backing up one folder to another folder. You may, for example, want to backup many different folders throughout your hard drive or perhaps backup one folder but not backup some of the folders contained within it. ChronoSync can handle any scenario you have and there are various methods that allow you to exclude or include folders.

ChronoSync is a document-based application. This means that to create a backup or synchronization task, you create a synchronizer document to define that task. All of the settings — targets, options, rules, etc. — are saved within each defined synchronizer document.

This document-based approach offers fine-grain control over your synchronization and backups. You can create as many or as few synchronizer documents as desired. The scope of a synchronizer document can be a single folder with just a few files or an entire hard drive with millions of files. Multiple synchronizer documents can specify the same source for a backup operation but different destinations. Synchronizer documents can be chained so that the output of one is the input for another. Multiple synchronizer documents can also be combined in a single container document and behave like a single document — the possibilities are truly limitless.

Understanding ChronoSync's document-based approach is very important when isolating which specific folders you would like to backup or synchronize. This guide will present a variety of techniques that build upon the document-based concept. You can use one or a combination of the methods listed below to narrow down your backup scope using ChronoSync.

The Narrow Scope Approach focuses on configuring synchronization and backups to scan a very specific set of files and folders. You typically will setup multiple synchronizer documents and combine them or run them individually.

If you want to synchronize or backup all your personal documents or files you would simply select the folder they are contained in as the target. This is the method you should use for synchronizing a single folder.

If you wish to synchronize mulitple folders, use separate ChronoSync documents for each folder you wish to backup. For example, instead of creating one ChronoSync document for your Home folder, perhaps you want to create three: one for "Documents," another for "Pictures" and a third for "Desktop." Each ChronoSync document can be run separately.

If you created three ChronoSync documents for your "Documents," "Pictures" and "Desktop" folders (as mentioned above), you could add them to a single container document so all three behave as one. A container document will run multiple ChronoSync documents as one. This is a really convenient and clean way to keep track of multiple synchronizer documents.

The broad scope approach targets a a very large set of files and folders to synchronize or backup. It typically includes many more folders than you actually want to scan, so you will add conditionals such as rules and/or exclusions to narrow down the set of files that actually get processed.

You can permanently exclude any file or folder pair by selecting it in the Analyze panel and choosing the "Exclude" command from the "Actions" menu. The exclusion will be saved with the ChronoSync document and the excluded file/folder will be skipped every time a backup is performed. When a folder is excluded, all the files and folders contained within it are likewise excluded. For example, if you wanted to backup your entire Home folder but did not want to synchronize your “Music” folder, you could select your home folder as one of the targets and then exclude your “Music” folder from the Analyze panel. Read the tip Excluding A File Or Folder for all the details.

When using the "Exclude" command to restrict items from your backup/sync, you may want to think about how new items added to the target folder will be handled. Do you want any new items saved in the target folder or any subfolders automatically backed up/synced? Most times, this is the desired behavior but you may have instances where you know new files or folders will be added but you don’t want to include them in this sync. With the advent of ChronoSync 4.6.5, you can use the 'Auto-exclude new items' option.

Consider your Desktop. Maybe you keep a few folders on the Desktop that you use regularly and sync these folders regularly with your laptop. However, you also use the Desktop for temporary items, and have other files and folders that you don't want to sync to your laptop. In this case, you can create a Sync Document that targets the two Desktop folders and use the "Exclude" command to limit the sync to only the important few folders. Next, on the "Options Panel" in the 'Special File/Folder Handling' section enable "Auto-exclude new items." In this case, you also enable "Only at root level." With these options set, no matter how many new files or folders you add to your Desktop, only the important folders will be synced. Also, with "Only at root level" enabled, any new files or folders you add to your targeted important folders will also be synced. Without the "Only at root Level" option, any new file or folder in the entire Desktop tree will be automatically excluded.

You can create an Alias and have ChronoSync lookup the original item to backup/sync instead of locating and targeting the original item on the Setup Panel. This comes in handy when you have several items such as files or folders you want to backup in a single sync document, but they are located in different places, or you want to group items for backup. Maybe you have a "Projects" folder where you keep your work files organized. Some projects are active and some are inactive or historical. It would be good practice to backup your active projects frequently. Maybe every day or even more often. The inactive or historical projects are backed up less frequently since they don't change much. Over time, active projects become inactive.

To handle this situation you could create two Project backup folders. One for "Active Projects" and one for "Inactive Projects." Next, create an alias for each project folder and move the alias to the appropriate backup folder, either Active or Inactive.

Now you can create Sync Documents to backup your projects. The first sync document would target "Active Projects" as the source and the backup location for your Active Projects as the destination. Since your source target is a folder that contains a list of aliases you will want to enable "Resolve Aliases" on the 'Options Panel' in the 'Special File/Folder Handling' section.

Now since we are backing up a folder of aliases, we only want to resolve that list of aliases and not resolve aliases that might exist in our projects, so enable the "Only at root level" option. Now, this sync document will backup your Active Projects by looking at the list of aliases, finding the original project folder and backing that up to your backup destination.

You can do the same for your "Inactive Projects." Schedule your Active Projects Backup to run frequently, and have your Inactive Projects backup run once a week or as needed. Now, when you finish a project, you can drag the project folder alias from "Active Projects" to "Inactive Projects" to modify your backups without having to modify your sync documents.

This same technique of building a list of aliases in a source target folder can be performed for any file or folder located on your system. As long as you enable 'Resolve Aliases' and 'Only at root level' your Sync Document will backup or sync the original items to your desired destination.

You can create rules which allow you to include or exclude specific files and folders from a backup. If you just want to backup all your Photoshop (.psd) files to an external hard drive no matter where they are located on your Mac, you could select your entire Mac’s hard drive as one target and a folder on the external hard drive as the other target. You could then create a rule to only backup Photoshop files — all other types of files will be skipped.

Note that rules can slow down a sync document noticeably because each rule must be evaluated for every file and folder encountered in the sync tree.

One important rule type to become familiar with when trying to narrow down your scope is the 'Parent Pathname' rule. Using it will allow you to copy specific folders that are located inside your target root.

Suppose you wish to copy a folder called "Family" located directly inside the root of the Pictures folder and all its contents, both files and folders. Select the Pictures folder as your source target and create the following two "Intermediate" rules below and connect them with "Or".

The "Name" rule will include the actual folder in the target. Use the "Parent Pathname" rule, using "File and Folder contains", for the folder you want to synchronize — this will include all files and folders within the folder you want to synchronize.

Say you want to backup your entire Home folder but do not wish to backup your entire "Library" folder, just the "Mail" folder inside of it. This can be accomplished by creating two ChronoSync documents and then adding them to a container document. First, you would create a ChronoSync document to backup your entire Home folder, excluding the "Library" folder via the "Exclude" action. Second, you would create another ChronoSync document to backup just your "Mail" folder. Finally, you could combine both ChronoSync documents in a single container document. This way your "Library" folder gets completely excluded but the "Mail" folder still gets backed up. Furthermore, any new folders added to your "Library" folder would not get backed up so you would not have to modify your exclusions in the future.

For most people, the above methods will work flawlessly for backing up or synchronizing multiple folders. However, we live in an imperfect world and sometimes things just don't work out as expected. If you encounter any problems following this tutorial, here's some tips that may help you get back on track:

From the "Help" menu in ChronoSync, you can try some of the following search terms (minus the quotes):

"Container Documents"
"Using Rules"
"Targets"
"Exclude"

Check out the following guides that give examples of various ways to narrow the scope of your synchronization:

• Synchronizer Document Fundamentals
• Excluding a File or Folder
• Using Relative Dates in Rules
• Deleting Old Files
• Sync Document Basics

Contact our technical support team and just ask! We don’t mind — we're here to help!