Running a Manual Backup with the HFS Backup Client for the Mac

With effect from version 8.1 onwards, the IBM TSM (Tivoli Storage Manager) backup / archive product has been rebranded as IBM Spectrum Protect. This is a rebranding exercise by IBM and, unless indicated specifically, there is no difference in the operation of the two brands. Versions 6 and 7 of the (old) TSM client are still available for installation on older operating systems and you will see references to both IBM Spectrum Protect and TSM throughout these pages.

1. What is a manual backup?

A manual backup is a forced backup of your local system outside of the scheduled backup window. We ask all users to complete a manual backup prior to their first scheduled backup so that we can ensure that both the client-server communication is in place and also that the majority of your data is captured at the first pass. Please note that if you have a large amount of data (over 100GB) then it may take several manual backups to complete this process.

When would you need to do a manual backup?

  • First-time backup
  • After missing one or more scheduled backups
  • After experiencing one or more failed backups
  • You have a substantial amount of new data that you wish to back up before the next scheduled backup
  • You have changed a substantial amount of data and you want to make sure that the backed-up copy is up-to-date.

2. Running a manual backup

Below are instructions for completing a manual backup using the Graphical User Interface (GUI) on a Mac. For how to use the command line interface to run a backup (i.e. in Terminal), please see our page on the using the backup client command line interface.

  1. Close any programs that you are running, where possible. We recommend this because TSM will not be able to back up files that are in use, such as open Word files.

  2. Run [Applications] > and then either [Tivoli Storage Manager] > [TSM Tools for Administrators] or [IBM Spectrum Protect] > [IBM Spectrum Protect Tools for Administrators].

  3. Select [Tivoli Storage Manager] or [IBM Spectrum Protect] and click OK. You will be asked for your local administrator password.

  4. If this is the first time that you have run a Java application, OS X may prompt you to install Java. In this case you will see either the following prompt:

    or alternatively:

    Click the OK or Install button and follow the on-screen instructions to install Java. If you have a problem installing Java, please see our Knowledgebase item KBMAC0008. After the installation of Java is completed, you will need to re-run TSM Tools for Administrators by returning to the start of these instructions.

  5. If this is the first time that you have run the HFS backup client, OS X may prompt you to allow "dsmagent" to accept incoming connections. Click the Allow button.

  6. A window similar to the following will appear. Click on the blue Backup link:

  7. A backup window will appear, giving you a choice of areas to back up and listing your backup type as [Incremental (complete)] (which should not be changed):

  8. Please do NOT select the tick box next to your nodename. This will cause TSM to try to back up all your drives, including ones mapped/shared from other machines.

  9. Expand the section under Local:

  10. You will see tick boxes next to all the local drives attached to your machine. Folders are displayed in the left-hand window, and files on the right. Note that some folders and files are marked with a barred red circle - these are files and folders excluded from backup by default.

  11. Now you can select what you want to back up:
    • If you wish to back up whole drives, select the tick box beside Local to back up all drives (including external ones) or select each drive individually.

    • Alternatively, you can make a smaller selection of particular files and/or folders for backup, which is recommended if you have a slow internet connection (e.g. if you are backing up from outside the university network). For example, if you wish to select your 'Documents' folder, then you will find this under your username in /Users. The example below shows the Documents folder for user oucs-hfsoucs about to be backed up.

  12. When you are happy with your selection for this backup session, click on the Backup button and the backup will commence:

  13. During the backup a Task List window will display the backup process:

  14. When the backup has completed you will see a Backup completed pop-up appear; click OK.

  15. A Backup Report will now be displayed:

    This report contains useful information such as:

    • Elapsed time - The time it took for the backup to complete
    • Bytes transferred - The amount of data that has been backed up in total
    • Backed up - The total number of files that have been backed up in total.

    You may wish to click on View to see what files, if any, failed - these were probably open or in use during the backup.

  16. Click on the red circle to close down the report.

You should now have completed a successful backup of your local system! If this was your first backup and you want to run automatic scheduled backups, then please now see our page on preparing for scheduled backups. Please note that your selection of drives and/or folders in this session will not be saved by the HFS backup software - if you wish for certain items not to be included in your scheduled backups, please see our section on how to exclude files and folders from backup.

Backup unsuccessful? Use the Mac Help and Support section to troubleshoot your backup issues.

3. Frequently Asked Questions - manual backups

Manual backups - FAQs (See all FAQs)

Written by IT Services. Latest revision 12 June 2017