Backups (#36651)

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

source/_includes/common-tasks/backups.md

@@ -1,8 +1,8 @@
 ## Backups
 
-Backup of your Home Assistant, add-on data, and configuration. Backups are used to [restore](#restoring-a-backup) a system or parts of it if a rollback is needed or to migrate your Home Assistant to new hardware. It is good practice to create a backup before updating.
+It is important to regularly back up your Home Assistant setup. You may have spent many hours configuring your system and creating automations. Keep your configurations safe so that you can [restore](#restoring-a-backup) a system or migrate your Home Assistant to new hardware.
 
-Backups are made from the backups panel under {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}. There is also an [action](/integrations/hassio/#action-hassiobackup_full) available that allows you to trigger the creation of a backup from an automation. Backups are stored in a compressed archive file (.tar) and by default, stored locally in the `/backup` directory. 
+Backups are encrypted and stored in a compressed archive file (.tar) and by default, stored locally in the `/backup` directory.
 
 A full backup includes the following directories:
 
@@ -16,23 +16,67 @@ A partial backup consists of any number of the above default directories and ins
 
 ### Preparing for a backup
 
-1. Before creating a backup, check if you can reduce the size of the backup.
-   - Check if your configuration directory contains a large database file. Go to **{% my system_health title="Settings > System > Repairs" %}**. From the three dot menu, select **System information** and under the **Recorder** section, look for the **Estimated Database Size (MiB)**.
+Before creating a backup, check if you can reduce the size of the backup. This is especially important if you want to use the backup to migrate the system to new hardware, for example from a Raspberry Pi Compute Module 4 to a Raspberry Pi Compute Module 5.
+
+1. Check if your configuration directory contains a large database file:
+   - Go to {% my system_health title="**Settings** > **System** > **Repairs**" %}.
+   - From the three dot menu, select **System information** and under the **Recorder** section, look for the **Estimated Database Size (MiB)**.
    - By default, the data is kept for 10 days. If you have modified that to a longer period, check the [`recorder`](/integrations/recorder/) integration page for options to keep your database data down to a size that won't cause issues.
    - Note the keep days, purge interval, and include/exclude options.
+2. To check how much space you've used in total, go to {% my system_health title="**Settings** > **System** > **Repairs**" %}.
+   - From the three dot menu, select **System information**, and check under **Home Assistant Supervisor** > **Disk used**.
    - If you have add-ons installed that you no longer use, uninstall those add-ons. Some add-ons require quite a bit of space.
-2. Old backups are not included in the backup. However, while you are here, you could delete all old and unneeded backups.
+3. If you want to store the backup on your network storage instead of just locally on your system, follow the steps on [adding a new network storage](/common-tasks/os/#add-a-new-network-storage) and select the **Backup** option.
 
-### Making a backup from the UI
+### Setting up an automatic backup process
 
-1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %} in the UI.
-2. Select the **Create backup** button in the lower right.
-3. Provide a name for the backup.
-4. Choose **Full backup** or **Partial backup**.
-   - If you choose **Partial backup**, make sure to select Home Assistant and all the folders and add-ons you want to backup or migrate.
-   - Note that the number of add-ons increases the size of the backup as well as the time it takes to restore from that backup.
-5. Optionally, enable password protection.
-6. Select **Create** to begin the backup.
+The automatic backup process creates a backup on a predefined schedule and also deletes old, redundant backups. It is recommended to create a backup daily.
+
+1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}.
+2. Under **Automatic backups**, select **Configure automatic backups**.
+3. Enable automatic backup.
+4. Define the backup schedule. It is recommended to back up daily.
+5. Define how many backups you want to keep.
+   - Older backups will be automatically deleted.
+   - For example: if you back up daily, and select 3 backups, then the backup from 4 days ago and older will be deleted.
+6. Define the data you want to backup.
+   - It is recommended to disable media and the share folder to reduce the size of the backup.
+   - A large backup also takes longer to restore.
+   - Some add-ons may also be quite large.
+7. [Define the location for backups](#defining-backup-locations).
+8. To be able to restore encrypted backups, download the emergency kit and store it somewhere safe.
+   - To learn more, refer to the documentation on the [backup emergency kit](/more-info/backup-emergency-kit/).
+
+### Defining backup locations
+
+You might need a backup in case your system has crashed. If you only store backups on the device itself, you won't be able to access them easily. It is recommended to keep a copy on another system and ideally also one off-site.
+
+#### About the backup storage on Home Assistant Cloud
+
+If you have Home Assistant Cloud, you can store a backup of maximum 5 GB on Home Assistant Cloud. This cloud storage space is available for all existing and new Home Assistant Cloud subscribers without additional cost. It stores one backup file: the backup that was last saved to Home Assistant Cloud.
+
+#### To define the backup location for automatic backups
+
+1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %} and under **Automatic backups**, select **Configure automatic backups**.
+2. Under **Locations**, enable all the backup locations you want to use.
+   - If you don't see Home Assistant Cloud in the list, you are not [logged in](https://www.nabucasa.com/config/).
+   - If you don't see a network storage, you haven't added one. Follow the steps on [adding a new network storage](/common-tasks/os/#add-a-new-network-storage) and select the **Backup** option.
+   ![Define the backup locations](/images/screenshots/network-storage/backup_locations_all.png)
+
+### Creating a manual backup
+
+This creates a backup instantly. You can create a manual backup at any time, irrespective of any automatic backups you may have defined.
+
+1. Go to {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}
+2. In the lower-right corner, select **Backup now** and select **Manual backup**.
+3. Define the data you want to backup.
+   - It is recommended to disable media and the share folder to reduce the size of the backup.
+   - A large backup also takes longer to restore.
+   - Some add-ons may also be quite large.
+4. Provide a name for the backup.
+5. Choose the backup locations.
+   - To learn more about the locations, refer to the section on [defining the backup location](#defining-backup-locations).
+6. To start the backup process, select **Create backup**.
 
 ### Alternative: Creating a backup using the Home Assistant Command Line Interface
 
@@ -42,31 +86,23 @@ A partial backup consists of any number of the above default directories and ins
 
 For additional information about command line usage, use the `ha help` command or refer to the [Home Assistant Command Line documentation](/common-tasks/os/#home-assistant-via-the-command-line).
 
-### Copying your backups to another location
+### Downloading your local backups
 
-You might need a backup in case your system has crashed. If you only store them on the device itself, you won't be able to access them easily. We recommend that you copy them from `/backup` to another machine on occasion.
+There are multiple ways to download your local backup and store it on another device:
 
-There are multiple ways to store the backup on another device:
+**Option 1**: Download from the backup page:
 
-- **Option 1**: Under {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}, on the list, single-click or tap the backup of interest.
-  - **Result**: The backup dialog opens.
-  - In the dialog, select the three dots {% icon "mdi:dots-vertical" %} menu and select **Download backup**.
-  - **Result**: The selected backup is stored in the **Downloads** folder of your computer.
-- **Option 2**: If you haven't already done so, [configure access to files on Home Assistant](/common-tasks/{{page.installation}}/#configuring-access-to-files), using one of the methods listed there.
-  - For example, [use the samba add-on](/common-tasks/{{page.installation}}/#installing-and-using-the-samba-add-on).
-  - In your file explorer, access Home Assistant, open the `backup` folder and copy the file to your computer.
-- **Option 3**: You can also change the default location for backups:
-  - [Add a network storage location](/common-tasks/{{page.installation}}/#network-storage) for backups.
-  - [Change the default location](/common-tasks/{{page.installation}}/#change-default-backup-location) for backups.
+1. Under {% my supervisor_backups title="**Settings** > **System** > **Backups**" %}, select **Show all backups**.
+2. To selection one backup, on the list, single-click or tap the backup of interest.
+   - To select multiple backups, select the {% icon "mdi:order-checkbox-ascending" %} button.
+3. In the dialog, select the three dots {% icon "mdi:dots-vertical" %} menu and select **Download backup**.
+   - **Result**: The selected backup is stored in the **Downloads** folder of your computer.
 
-- **Option 4**: Or even better, create an automation to handle that, using one of the [backup actions](/integrations/hassio/#action-hassiobackup_full).
-- **Option 5**: Make use of a third-party add-on:
-  - [Google Drive Backup](https://github.com/sabeechen/hassio-google-drive-backup)
-  - [OneDrive Backup](https://github.com/lavinir/hassio-onedrive-backup)
-  - [Nextcloud Backup](https://github.com/Sebclem/hassio-nextcloud-backup)
-  - [Remote Backup (scp/rsync/rclone)](https://github.com/ikifar2012/remote-backup-addon)
-  - [Samba backup](https://github.com/thomasmauerer/hassio-addons/tree/master/samba-backup)
-  - [Syncthing](https://github.com/Poeschl/Hassio-Addons/tree/main/syncthing)
+**Option 2**: Copy backups from the backups folder:
+
+1. If you haven't already done so, [configure access to files on Home Assistant](/common-tasks/{{page.installation}}/#configuring-access-to-files), using one of the methods listed there.
+   - For example, [use the samba add-on](/common-tasks/{{page.installation}}/#installing-and-using-the-samba-add-on).
+2. In your file explorer, access Home Assistant, open the `backup` folder and copy the file to your computer.
 
 ### Restoring a backup
 

source/_includes/common-tasks/network_storage.md

@@ -71,31 +71,21 @@ Server:
 
 {% configuration_basic "hassio.network_share.usage" %}
 Backup:
-  description: This will become a target.  You can use it in service calls or when manually creating a backup. The first storage you add of this type becomes your new default target. If you want to change the default target, [check out the documentation below](#change-default-backup-location).
+  description: This will become a target. You can use it when creating an automatic or manual backup. The first storage you add of this type becomes your new default target. If you want to change the default target, [check out the documentation below](#change-default-local-backup-location).
 Media:
   description: A new directory with the name you gave your network storage will be created under `/media`. This directory can be accessed by Home Assistant and add-ons.
 Share:
   description: A new directory with the name you gave your network storage will be created under `/share`.  This directory can be accessed by Home Assistant and add-ons.
 {% endconfiguration_basic %}
 
-### Change default backup location
+### Change default local backup location
 
-By default, the first network storage of type **Backup** that you add will be set as your default backup target.
+By default, the first network storage of type **Backup** that you add is used as your local default backup location.
 
-If you want to change the default backup target, you can do the following:
+If you want to change the local network storage that is used to store your backups, follow these steps:
 
-1. Go to **{% my backup title="Settings > System > Backups" %}** in the UI.
-2. Select the menu in the top right of the screen and select the **Change default backup location** option.
-3. In the dialog, there is a single option to set the default backup target.
-4. Choose the one you want from the list.
-5. Select **Save**.
-
-This list will contain all the network storage targets you have added of usage type **Backup**. It also contains another option to set it back to use `/backup` again.
-
-<p class='img'>
-  <picture>
-    <source srcset="/images/screenshots/network-storage/change_backup_dark.png" media="(prefers-color-scheme: dark)">
-    <img src="/images/screenshots/network-storage/change_backup_light.png">
-  </picture>
-  Screenshot of changing the default backup target.
-</p>
+1. Go to **{% my backup title="Settings > System > Backups" %}**.
+2. In the top-right corner, select the three dots {% icon "mdi:dots-vertical" %} menu and select **Change local backup location**.
+3. Select your preferred network location and save your changes.
+   ![Select default location used for local backup](/images/screenshots/network-storage/backup_select_local_default.png)
+4. **Troubleshooting**: Don't see your external storage location? This list contains only the network storage targets you have added of type **Backup**.