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Configure automatic backup: rephrase steps to reflect current SW (#37210)

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* update steps on configuring automatic backup to reflect current SW

* Rephrase

* Make it clearer that you have to download the emergency kit
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c0ffeeca7 2025-01-30 16:55:28 +01:00 committed by Franck Nijhof
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19
source/_includes/common-tasks/backups.md
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@ -33,19 +33,23 @@ Before creating a backup, check if you can reduce the size of the backup. This i
The automatic backup process creates a backup on a predefined schedule and also deletes old, redundant backups.
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.
2. Under **Set up backups**, select **Set up backups**.
3. Download the emergency kit and store it somewhere safe.
- You need it to restore encrypted backups.
- To learn more about backup encryption, refer to the documentation on the [backup emergency kit](/more-info/backup-emergency-kit/).
4. Define the backup schedule.
- It is recommended to back up **Daily**, but you can also choose to back up on specific days.
- Define the time:
- **System optimal** sets a time in a predefined time window as shown in the UI.
- **Custom**: Pick the time when you want the backup to start.
5. Define how many backups you want to keep.
- Older backups will be automatically deleted.
- For example: if you back up daily, and select 7 backups, then the backup from 8 days ago and older will be deleted.
6. Define the data you want to back up.
- It is recommended to disable media and the share folder to reduce the size of the backup.
- It is recommended to disable media and the shared 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. Backups are encrypted. 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
@ -58,11 +62,12 @@ If you have Home Assistant Cloud, you can store a backup of maximum 5 GB on
#### 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.
2. Under **Locations**, use the toggle to 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_encryption.png)
3. For each enabled location, define whether or not you want the backup to be encrypted.
- To change whether or not the backup should be encrypted for a particular location, select the cog {% icon "mdi:cog-outline" %}.
- **Info**: The backup stored on Home Assistant Cloud is always encrypted.
### Creating a manual backup