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Backup, Restore, Clone and Migrate with BackupBuddy – Part 2 – Install and Configure Backup Buddy

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Now that we’ve covered WordPress backup basics we’re going to go now to our demonstration site here and install BackupBuddy. You get BackupBuddy by going to and log in to your account.

Download BackupBuddy and Install

Once you’re logged in to your account, you can see all the things that you can download and you would just click the link for the BackupBuddy. So just click on that and it’ll download to your computer. So then when you’re on your site, you log in to your site and install it just like when you would install any other plugin. So you go to plugins, add new, upload, find the plugin on your site, file, install, activate the plugin. And then you’re going to want to license it.

License BackupBuddy

Now it may already recognize that this is… okay, perfect. It’s associated with a different site so then you just go over to licenses. Now if you don’t have a license for this, this isn’t going to work for you. But you just log in. So if you’re using the one I’m loaning you then you won’t be able to do this. You’re going to generate a key, like this and it said that it’s successfully licensed.

Check for Updates

Now we’ll come over and check for updates because we want to be working on the latest one. There we go,

Getting Started

Now we’ll open up the getting started and they’ve got some tabs here to tell you what to do and how to start and that kind of stuff. Those are fairly useful if you need to refresh your memory. So by all means, go ahead and take a look at that.

My Recommended Settings

This form, My Recommended BackupBuddy Settings, will be on the site with the seminar under Backup Seminar Resources in the sidebar. And that’s what we’re going to do now is we’re going to set up the settings that I recommend that you do. I’ve gone through the entire set of settings here and told you what they are so you can just download this and use it to go along with the video.

Create Import Buddy Password

Let’s come down here to Settings and the first thing you want to do is create an Import Buddy password. Now this Import Buddy password should be fairly easy for you to remember and because there’s only a very short period of time when the password is really crucial.

For the most part, no one will be able to access this because it won’t exist anywhere anyway except on your own computer. But you should put one in here that you’re going to be able to easily remember so you know your old standby password. So that when disaster strikes, you don’t have to try and figure out what password you used.

Repair Buddy

Now I’m not going to teach you how to use Repair Buddy today but if you were going to use Repair Buddy, you would do the same kind of thing, put a Repair Buddy password in there. For logging and debug level, set it to errors only. To enable backup reminders, go ahead and set check but don’t check the add time in backup file name. It just makes the backup file names really long.

Email Notification

So under email notification of recipients, the time between when a backup starts and when it’s finished is often very short. So I don’t think it matters to have a scheduled backup start email but you should definitely put a backup completed email because you will become familiar with seeing these emails in your inbox and you’ll know that you’re actually getting backed up.

This should be an email address that you look at all the time. This shouldn’t just be some odd one but this should be your main email address that you look at all the time because you want to know if there have been errors and you want to know every time your backup has been completed. I back up every hour and so every hour I get an email notice to rick@byobwebsite either that there was a problem with the backup or that the backup worked.

Maximum Number and Size of Local Backups

Then we have maximum number of local backups to keep. If you leave it at 0, it will keep local backups forever which can be really huge. I know BackupBuddy is smart enough not to back up backups so your backup doesn’t get incrementally larger with each backup. But I recommend you do at some number here. I’m going to suggest, at the moment, that you put in 26 which for the lowest level of backup is 6 months worth of backups. What will happen after you’ve got 26 backups is BackupBuddy will delete the oldest and add the newest.

I would leave maximum size of all local backups combined to 0 unless you’re working on some kind of a metered system which most of you undoubtedly are not. Under database backup, make sure you select all tables. It comes, by default, often with WordPress tables only but you want all tables in your database to be backed up. And you can generally ignore the tables to include and tables to exclude.

Files and Directory Exclusions

Now this is a very important one here, files and directory exclusions. And this is so important that it’s why I use this domain to teach this class because you want to remove those things that you don’t need to backup. And especially, you want to remove all of the subdomains from this backup.

So the way you remove that is you just click the red button. I don’t want backup demo backed up in this backup, Biltmore Etc, cgi bin is already selected. Child theme, I don’t want backed up so I don’t want… community. And you can drill down obviously. See, that allows you to drill down if you want it to drill down but you don’t want to. Community backup and CTLP Lesson 2 or 4… so 5, 6, 7, 8 and these are all just different websites that I have for teaching these classes.

So you want to get all of this stuff out of a backup. And when I say that, all you really need to do is remove those sites that you aren’t going to back up with this backup. Each of these other sites have their own backup system set up. You want to back up those sites individually rather than multiple sites at the same time. You should be getting the point here that you don’t want to backup more than one WordPress site in a single backup.

Now we’re all the way down to wp admin, wp content, and wp includes. I don’t want to exlude those. I don’t want to exclude ht access. I don’t want to exclude any of these basic files. I am going to exclude these old backups because I don’t need to backup those old backups. They just happen to be in there. And I think that’s all the rest. I’m just going to leave everything else in there.

The critical things to remove from your backup are any other WordPress sites. And you just do that by clicking on its folder. And these are all the ones we’ve removed.

Troubleshooting and Compatibility

Now that we’ve got our exclusions done, we come down to troubleshooting and compatibility. Lock archive directory, I do not check. Delete all backup archives prior to backups, I do not check. Enable zip compression, I do check. Perform integrity check on backup files, I definitely check that.

Do not check force compatibility mode or force compatibility mode database dump or skip database dump on backup or alternative zip system or disable zip method or allow zip contents, viewing of zip contents or break out big table dumps into separate steps. And in the manual backup mode, choose modern V2X rather than classic V1X.

Okay so these are all of my recommended settings. Hit save. Now those settings are saved.

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