Contents

Welcome to SolarSys Notebook Shadow!
Files to Shadow: (Shadow Set)
        Backup examples
        Optional control switches
        "/x" Exclusion flag
        Notebook/Server Co-ordination
        Advanced Features
        Old Versions

        Running other applications
        Total control over your schedules

Excluding: & Max size Mb
        Excluding

        Max size Mb
Default Shadow Folder

           Shadow Volume Name
           A note about PD/CD ROM drives

Daily Schedule
Periodic Shadowing
Default Shadow Mode
         1 Way Backup
         2 Way Transfer
         2 Way Briefcase

            Aggressive Backup Mode
Options
            Auto start

            Run minimized
            Run on startup
            Small files first
            Verbose log
            Keep log file
Last Successful Date
Log
Start Buttons
            Start the Shadow timer!

            Run Now button
Shadow Folder Preparation
Spec Builder
            Path and file specification
            Include sub directories /s
            Include in time scheduled runs only /t
            Changes and new files only /c
            Exclude these files
            Old versions to save /v
            Weekday /w
            Shadow only if file size is less than
            Shadow only if shadow volume name is /n
            Alternative Shadow dir /d
            Remarks /r
            Shadow Mode
           Apply button
            Validation


Welcome to SolarSys Notebook Shadow!
Probably the most comprehensive fully automated notebook/desktop/server co-ordination and backup system available on the PC platform.
The help wizard will guide you through the setting up procedure.
Use the Previous and Next buttons to follow the logical sequence.
View help at any time by clicking the toolbar help buttons or pressing F1.
The ? button on the toolbar opens a help form for you to add your own notes and as an added bonus you can even add your own notes to any of the help screens or translate them into your own language.
If you click the right mouse button in the help text window, a handy text formatting toolbar will pop up.
Please distribute the installation diskette or Shadow5.exe, the self extracting compressed version of the setup diskette (available at http://www.solarsys.co.uk) to your friends and colleagues.
SolarSys Notebook Shadow has been written to be year 2000 compliant but does require that your PC's hardware is also compliant.

Files to Shadow: (Shadow Set)
This window defines the data you want to co-ordinate and/or backup. The Shadow Set comprises a number of lines where each line represents a file or set of files within a folder structure. It is strongly recommended that, if your backup and co-ordination requirements are complex, you construct your Shadow Set one line at a time, performing a test run after each line is added. If you are shadowing to a network drive then please discuss your intentions with your network administrator and make sure you have enough space allocated to you to contain all the files you intend to shadow. If a drive or drive allocation becomes full then you will get a warning message.
The following examples show how you can construct a Shadow Set for backup and for co-ordination:

Backup examples
c:\My Documents\*.* /s (where "My Documents" represents your data folder)
h:\*.* /s (where h: represents your folder on the server)
\\Server01\data\*.* /s (shows the use of network notation)

Other examples:
c:\config.sys includes only the specified file.
c:\My Documents\*.doc includes all doc files in c:\My Documents folder only.
c:\My Documents\*.doc /s includes all doc files in c:\My Documents folder and it's sub folders.
c:\My Documents\*.* /s includes all files in c:\My Documents directory and it's sub folders.
c:\My Documents\temp\*.* /s/x excludes all files in c:\My Documents\temp and it's sub folders.
h:\*.* /s /r This line backs up my network "h" drive - note the use of the /r remark switch.
Use the Spec Builder to help you construct your shadow set.

Optional control switches:
Use "/s" to include all sub folders.
Use "/c" to include only changes and new files, optionally from a given date.
Use "/t" to include the line only in time scheduled runs.
Use "/t=hh:mm" to run at the specified time.
Use "/w" to run only on the specified week day.
Use "/v" to save the old versions of your files.
Use "/x" to exclude files from shadowing (but see next help screen first).
Use "/d" to specify a different shadow folder to the default.
Use "/backup" or "/2Way" or "/briefcase" to override the default shadow mode.
Use the "/r" switch to add remarks.

"/x" Exclusion flag:
Use the /x flag to exclude specific folders or files. For example:
h:\*.*/s /r Backup my network drive
h:\BigFile.dat /x /r Excluding this large mainframe extract file
h:\Temp\*.* /x /r Excluding my Temp sub folder
If you want to completely exclude files of a certain type then don't use /x files, use the "Excluded File Extensions" feature instead (see the next help screen).

Notebook/Server Co-ordination
SolarSys Notebook Shadow automatically ensures that the very latest copies of all files exist on both your network Server and on your Notebook.
To use the co-ordination facility for all your data, use the 2Way Transfer Shadow Mode as the default. Alternatively, you can use 2Way Transfer Mode on a line by line basis. Use the spec builder to construct a line similar to the following example:
c:\My Documents\*.* /s /d=\\Server01\c-drive\Solarsys /2Way
As new files are added or existing files amended on either the notebook or the server this specification will simultaneously replicate these files and folder structures on the other device.
2Way Transfer replicates all files and folders defined in the specification line. You can limit the 2 way replication to only those that exist on the Shadow Set ie c:\My Documents\*.* /s in the above example by using the 2Way Briefcase Mode eg:
c:\My Documents\*.* /s /d=\\Server01\c-drive\Solarsys /Briefcase

Advanced Features

Old Versions:
A unique feature is the ability to save old versions of your files. This is particularly useful if you regularly make changes to the same files. If you make a mistake you can then retrieve the previous version. Notebook Shadow can store up to 9 old versions on your source and/or shadow drives. This will get you out of trouble time and time again! Use the Spec Builder to add this feature to each spec line as required.

Running other applications:
Notebook Shadow has an additional feature in that it can execute other programs after a shadow run by using the "/a" switch in a line similar to the following examples:
/a=notepad.exe,c:\readme.txt
The above line (with an = sign) launches notepad and opens file c:\readme.txt after each successful run where no warnings occurred.
/a+notepad.exe,c:\readme.txt
The above line (with a + sign) launches notepad and opens file c:\readme.txt after each run even if there were warnings.
/a#notepad.exe,c:\readme.txt
The above line (with a # sign) launches notepad and opens file c:\readme.txt after each run only if there were files successfully shadowed during the run.
/a!notepad.exe,c:\readme.txt
The above line (with a ! sign) launches notepad and opens file c:\readme.txt after each run only if there were warnings during the run.
/a-notepad.exe,c:\readme.txt /t=09:15 /w=Monday
The above line (with a - sign) launches notepad without performing a time scheduled Shadow run (at 09:15 on Mondays in this example).
Note that /a can optionally pass a document filename as a parameter as long as it is separated from the application filename by a comma.

Total control over your schedules
Notebook Shadow is a very flexible scheduler!
You can schedule any backup, co-ordination task or application launch for any minute of any day of the week by using the "/t=" and "/w=" switches.
/a=c:\delfiles.bat /t=16:45 /w=Friday
This line runs file c:\delfiles.bat at 16:45 on Fridays only (delfiles.bat is a batch file which deletes files at the end of the week after they have successfully been backed up to my PD/CD ROM drive).
For the /t= switch your time must be specified in 24 hour notation. For example 09:30 and 21:05 (also note that you must use leading zeros for numbers less than 10 and that the hours and minutes must be separated by a ":" (colon). The /t=hh:mm switch will only run at the specified time and will ignore other time scheduled runs. If you have other spec lines using /t without a specific time then they will run at the normal scheduled run times and not when your /t=hh:mm run occurs.
For the /w= switch you need only specify the first 3 characters of the day of week. For example /w=Monday, /w=mon and /W=MON will all work OK.

Excluding: & Max size Mb:
Excluding:

Construct a list of file extensions that you do not want shadowed. Windows applications often create temporary work files which this feature is designed to filter out. You can use the * wildcard.
Examples:
~*
tmp
bak

Exclusions only apply to shadow specification lines which use the *.* wildcard eg.
c:\My Documents\*.* /s

If you need to override the exclusions then use the following:
c:\My Documents\*.tmp /s /rem explicitly stated extensions are not excluded
c:\My Documents\* /s /rem the * wildcard (instead of *.*) ignores exclusions and shadows all files

Max size Mb:
To prevent large files from being shadowed use the Max size Mb field and check box.
For example, to prevent files larger than 1.4 megabytes from being shadowed, enter 1.4 in the Max size Mb field and make sure that the check box is checked. Your change will be validated and you will be advised of any files that have been excluded. If you uncheck the check box then the large files will be shadowed at the next run.

You can override this default maximum size on individual lines by using the /m control switch.

For example
c:\My Documents\*.* /s /m=3 /rem will not include any files > 3Mb
Note that the /m control switch does not use the default Max size Mb field's check box.

Default Shadow Folder:
Enter the default drive and folder you want to use to store your shadow data. This can be on any drive available to you including network drives, removable disks, re-writable CD ROM drives etc.
For example:
If your server is drive h: then a good shadow folder would be h:\Shadow
Or, if your server folder is \\Server01\c-drive\MyStuff you could use \\Server01\c-drive\MyStuff\Shadow

Hint: It is better to use a drive letter if possible as this allows Shadow to get and show the amount of free disk space.

Use the /d switch in the 'Files to shadow' specification if you need to override the default shadow folder.

Shadow Volume Name:
This optional feature is useful if you use SolarSys Notebook Shadow to back up to removable disks and the amount of data to backup is greater than the capacity of the disk.
You can split your backup across differently named disks (volumes).

For example, to shadow your network files to a volume named "Network" and your local files to a volume named "Local":
In the "Files to shadow:" window add "/n=Network" to your network backup specification and add "/n=Local" to your local backup specification similar to the following examples:
\\Server01\data\*.* /s /n=Network
c:\My Documents\*.* /s /n=Local
Then...
Insert one of your removable disks into it's drive and type "Network" into the Shadow volume name field then press the Run Now button. Only those shadow specification lines with /n=Network (and lines with no volume name) will be shadowed.
Insert another removable disk into it's drive and type "Local" into the Shadow volume name field and press the Run Now button. This time, only those shadow specification lines with /n=Local (and lines with no volume name) will be shadowed.
Change back to the first disk and notice that it's volume name is shown in the Shadow volume name field.
You can now use Windows Explorer to delete any local files from the removable disk named "Network" and any network files from the removable disk named "Local" to free up space.

A note about PD/CD ROM drives:
If you use a dual purpose drive which allocates two drive letters, one for the read/write PD disks and another for the read only CD disks then you must minimize or close Shadow before you use the drive to access a CD ROM. This is because Shadow will poll the PD drive every couple of seconds waiting for a disk to be re-inserted causing the CD ROM to be accessed at a much slower rate than usual.

Daily Schedule:
Click on this field to display the Schedule builder form.
Enter a list of the times you want to backup your data each day of the week.
Enter times using the 24 hour clock eg.:
09:00
13:00
17:00
Will back up at the start of the day, at lunch time and at the end of the day.
You can add as many times as you need.
You don't need to specify any times at all if you use periodic shadowing (see next help screen).

Periodic Shadowing:
This feature allows you to specify a time delay from 0 to 60 minutes between shadow runs.
This is particularly useful if you use your notebook at irregular times each day. If you specify a delay of 0 then shadowing will be continuous and (almost) instantaneous providing the most responsive co-ordination and backup strategy.

A note about screen savers:
If you specify a delay of 0 then you may find that your screen saver stops working. This is because Notebook Shadow is continually checking for changes to the files on disk and the screen saver program interprets this as "activity" and does not allow the screen saver to cut in. If you select a delay of 1 minute or more you will find that the screen saver will work OK.

Default Shadow Mode:
1 Way Backup will shadow files from your Shadow Set to the backup device which can be a server, a PD/CD ROM or other optical drive or a Zip drive etc.

2 Way Transfer will co-ordinate both sets of files allowing you to work on the server files or the notebook files as you wish. SolarSys Notebook Shadow will then copy the latest version over the earlier as appropriate.

2 Way Briefcase is similar to 2Way Transfer except that only files on the source PC are considered for the 2 way process. This enables you to have a large number of files on the server and have a smaller subset of "live" files on the notebook. Any new files created on the notebook will be copied to the server but new files created on the server will not be transferred back.

The default shadow mode can be overriden on specific Shadow Spec lines using the /backup /2way and /briefcase switches.

Aggressive Backup Mode:
If you use Backup mode then occasionally you may get a warning that the Shadow file is newer than the Source file. This is because the Shadow file has been changed in some way and Notebook Shadow will not automatically over write it with an older source file. A check box will appear, labelled "Grr", next to the 1 Way Backup radio button. To agressively overwrite the newer shadow file then check this box. if you realise that you have accidentally changed the Shadow instead of the Source then check the 2 Way Briefcase Shadow Mode radio button, allow Notebook Shadow to run once then re-check the 1 Way Backup Shadow Mode radio button.

Options:
Auto start:
Automatically starts SolarSys Notebook Shadow when Windows loads.

Run minimized:
Runs Notebook Shadow as a button on the task bar. Click the taskbar button to restore to normal size. This feature must be used in conjunction with Auto start and If switched on then Auto start will automatically be switched on.

Run on startup:
Performs a 'scheduled' run on startup and if you use a rewritable PD/CD ROM or Zip drive etc. for backup, whenever you swap disks.

Small files first:
Sorts the files so that the smallest get shadowed first.

Verbose log:
Shows more detail in the log window and saves more on the log file. Use sparingly.

Keep log file:
Keeps a log file in the default shadow folder of all activity. This file can get very large if left on for long periods and should be deleted regularly. It is best to use it for analysis purposes only then switch it off. The view button gives you access to the log file and provides a search facility.

Last Successful Date:
This shows date and time of the last successful run in which files were shadowed. If you use the /c switch (changes and new files only) then only files from this date onwards will be considered for shadowing. If there were any warnings or failures during a run then this date will not be updated and the offending files will be re-evaluated at the next run. You can actually change this date yourself. Useful if you are using the /c switch and want to pick up some older files.

Log:
The log displays a list of all Notebook Shadow activity. You can click on any line to get more information and you can click the View button in the Options panel to view and search the complete log file saved on disk. The log file on disk can get very large and it is a good idea to delete it from time to time.

Start Buttons:
Start the Shadow timer!
You will be asked to confirm that it is OK to shadow to the default shadow folder (read the help there).
Your shadow set will then be validated and on your acceptance, shadowing will start.
The very first run will take a few minutes (dependent on the amount of data you are shadowing). Subsequent runs will be much faster, probably just a few seconds.
If you make a change to the shadow specification, the timer will stop and you must re-start it with this button.
Once set up, Notebook Shadow runs automatically and requires no manual intervention.
Also use this button to stop shadowing at any time.

Run Now button:
Press this to perform a full 'scheduled' run at any time. This is useful if you have backups scheduled for lunch time only and want to run one at a different time.

Shadow Folder Preparation
The default shadow folder needs to be prepared for shadowing prior to first use. The preparation process simply places a Shadow.ini file in the folder which is then used to store the date of the last successful shadow run. The reason for having this manual preparation is to allow you to use your rewritable PD/CD ROM, optical disk or Zip drive etc. for both shadowing and other uses. Unprepared disks will not be shadowed to but prepared disks will be automatically recognised and shadowing will commence.

Spec Builder
Gives you access to the rich set of features available to enable you to construct any backup or co-ordination task.

Path and file specification:
Defines a folder path and file spec to shadow. Don't forget to click the 'New Line' button to create a new line. You can search for your folder using the browse button or drag and drop a folder from Explorer. Use drive letter or network notation as you prefer.

Include sub directories /s:
Include all sub folders of the folder defined in the path and file spec.

Include in time scheduled runs only /t:
This line will be processed at the pre-set scheduled times and not during 'Periodic Scan' runs. Recommended for folders where the data does not change often.
You can optionally specify a particular time of day (use 24 hour notation). If you do, then this line will only run at that time and not at any other time.

Changes and new files only /c:
Limits processing to files created on or after the specified 'since' date. Useful if your data files are mixed with earlier dated EXE files and DLLs etc. which you don't want to shadow. Also useful for picking up changes to INI files in the windows directory. eg:
c:\windows\*.ini /c /v2,0
will keep 2 old versions of all ini files allowing you to identify changes.
If you don't specify a 'since' date then the date of the last successful run is used.

Exclude these files:
This path and file spec will not be processed. Use sparingly as can slow down processing if a large folder structure is excluded. Best for excluding single files as in:
c:\mydata\*.* /s
c:\mydata\big data extract.dat /x

which will shadow everything in c:\mydata except the big data extract.dat file.

Old versions to save /v:
This unique feature will get you out of trouble again and again.
When changed files are shadowed the old version is saved in a sub folder of the file's own folder. The newest old version is stored in a folder named shadow-1 the previous version to that is stored in shadow-2 up to the maximum of 9 old versions in folder shadow-9. You can store old versions on the source and/or shadow drives as you wish. Use this facility for files which you change frequently such as sales proposal spreadsheets and presentations. If you make a big mistake or don't like the last change you made then you just go back to a previous version. Wow!

Weekday /w:
Specify to run on a particular day of the week.

Shadow only if file size is less than:
Use this function to set the maximum size of files that can be shadowed.
For example
c:\My Documents\*.* /s /m=3
will exclude any files > 3Mb in the c:\My Documents folder structure.

Shadow only if shadow volume name is /n:
If you backup to removable disks (volumes) you can instruct this line to run only if the currently mounted disk has a volume name that matches this field .
Lines with no volume name specified will be shadowed to all volumes.
If you check "Private" then this line will be stored on the volume itself and will only appear when the volume is mounted. You will notice that the prefix becomes /n+ for private lines (instead of /n=).

Alternative Shadow dir /d:
Allows you to override the default shadow folder. Useful if you want to shadow to 2 destinations simultaneously. The following example shadows my desktop PC data to both the server and to my PD/CD ROM backup drive (d:) using the /d switch.
c:\mydata\*.* /s /d=\\server01\c-drive\shadow\mydata
c:\mydata\*.* /s /d=d:\shadow\mydata

The /d switch does not insert the source's drive letter or network drive into the shadow folder structure which can be useful.
You will probably need to experiment with this feature to get the desired result. If you can't find your required folder using the browser (it may not exist yet) then key it in manually.

Remarks /r:
Add a remark to the end of the line.

Shadow Mode:
Allows you to override the default shadow mode. Use this if you want to, say, backup all your data by default but do 2 way transfer to co-ordinate a specific folder.

Remember:
To press the 'Apply' button when you have finished or your changes will not be stored.

Validation:
When you re-start the timer your changes will be validated and when the validation run is completed, Disk Shadow will tell you how many files and how many megabytes of data will be shadowed at the next run. If you are confident of your changes you can switch the validation mode off at any time by clicking off the 'Validate spec change' checkbox. Normal shadowing will resume.