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Understanding Data Backup
When you set out with great intentions to create a data backup strategy that will protect you, it’s not uncommon to run aground on the rocky shores of backup terminology and the various data backup options
There are a lot of tools out there, and many choices to be made, but how to decide? Do we care if we have a ‘full backup’ or an ‘incremental backup’? Is RAID a backup strategy? What should we back up, and what should we avoid backing up? Do we need ‘off site’ backups? What about online backups? Read on, and find the answers to these questions and more.

There are many ‘kinds’ of backups, and it’s difficult to choose one if you don’t know what they mean. Some mean different things in different contexts. When we use a backup program, they usually ask us what we want to back up. We can select folders, files, or even entire drives for backup. We can then choose to do a ‘full backup’, or an ‘incremental backup’. A ‘full backup’, in spite of what it sounds like, isn’t necessarily a backup of everything on the drive. It’s a backup of everything selected to be backed up, at a point in time. Most programs require you to complete a full backup before you can start an incremental backup, because incremental backups are backups that contain everything changed since the last full backup or incremental backup. Some software includes the concept of a ‘differential backup’, that includes everything that has changed since the last full backup. The difference is important; a differential backup takes longer, but you only need two files to restore your data - the full backup and the differential backup. Incremental backups are faster, but if you need to restore, you need a copy of the last full backup and every single incremental backup since that full backup. As you can imagine, many incremental backups can become problematic. Another sort of backup can be called a “mirror backup” or a “snapshot” backup. These types of backups copy your entire disk drive to another drive or a file. They take the longest, but are the fastest to restore.
Research indicates that the most common need for backups isn’t system failure, but user error recovery, such as unintentional file deletion. That’s why RAID strategies are fault tolerance strategies, not backup strategies. They increase your ability to sustain hardware failure, but not user failure. If you imagine a RAID1 scenario, where every change that happens is propagated to two or more disks, it becomes obvious why it cannot help you recover a deleted file. Backups are for recovery, RAID is for fault tolerance. That said, it’s possible to install two disks in your system and have your primary disk copied, byte-for-byte, to your second disk, but not in realtime. This constitutes a real backup system, since you can recover data from yesterday that was lost today. This is fine for a short term ‘get it back’ system, but not suitable for a long term backup strategy.
When you decide on your backup strategy, the first thing you have to come to terms with is the value of your information. If you only play games on your computer, it might be sufficient to simply copy your saved games to a USB Flash drive and carry it with you. If you use your computer for taxes and storage of important family photographs, you might want to do something a little more resilient. Deciding what needs to be backed up can be problematic. Do you need to back up your Windows directory? This may not be a simple question, as programs often place their .dll files in various Windows directories; if you need to be able to restore that program, you’ll need those files. If you need to be able to restore a program (as opposed to re-installing it) you should find out from your vendor what files you need to back up. Almost everyone will want to back up their personal files, the ones in “My Documents” and the other folders like it. You might want to think about backup up your home directory, instead, to capture program preferences and data not stored in your Documents folder. When you restore your system, most backup programs require that you have Windows installed and configured, and the backup software installed and configured before you can restore your backups, so if you can re-install programs you probably shouldn’t bother with backing up Windows. You shouldn’t back up your swap file, or temporary files of most sorts. You probably won’t want to back up Program Files, either, unless you have one of those odd program that stores user data in the program directory. In fact, if you operate with care, you can probably just back up your home directory - the one with “My Documents”, “My Pictures”, etc. If your software has such a setting, make sure it’s backing up hidden files as well. This will help get those preferences you want to save.
If the information you’re backing up is something extremely important, like family pictures, or the accounts receivable database for your business, you should maintain an ‘off site backup’. This means that on some regular schedule you should take your backups somewhere else and leave them. You can arrange a backup swap with a friend, where you trade off site backups once a month - you might want to encrypt those backups - or you can put them in a safe deposit box. Some people take them to work and lock them in their desk drawer. The point of this exercise is to allow you to recover if your home were destroyed by fire, flood, or other natural disaster. An alternative to this technique is what’s referred to as an ‘on-line backup’ - or backup over the Internet. There are many providers, and the advisability of this strategy varies with provider. Before choosing such an option, make certain to look for and read reviews of the service. Guarantees alone shouldn’t be extremely compelling unless you would trade your data for the remedy offered. If your accounts receivable database is worth $280,000, don’t be impressed by a $50,000 guarantee!
When deciding how often you need to back up, you have to ask yourself how much data, in terms of time, you’re willing to lose. If you can live with the data you had yesterday, then you can back up every twenty-four hours. If you can’t afford to lose orders placed an hour ago, you will want to back up every hour. Think about the possibilities - in the event of a failure, you can’t change your mind!
So now you’ve worked out a backup strategy. You will run a full backup once a week, a differential backup every day at midnight, and incremental backups every eight hours. This way the most data you can lose will be eight hours’ worth. You will also take your full backup to work with you Monday morning for safekeeping. You only have two hard drives to back up to, so you’ll be using last week’s backup for the next week’s, alternating between the two drives. This means that you won’t be able to count on recovering deleted files more than a week old. But you can live with this situation, you’ve got the process automated. You’re done, right? Nope.
Before you can consider anything backed up, you must validate your backup procedure. Borrow a laptop from someone, rent a computer for a week, buy a second drive to put in your computer (setting your “live” drive aside!). Then restore your backup. You can consider your backup process functional only after you’ve successfully recovered. It’s completely possible to discover that some overlooked functional problem prohibits the restoration you planned, and you can’t smoke out these types of problems until you test.
Now you should be able to set out your backup strategy with some confidence that you’re protected against catastrophic loss. Backups can be tedious and frustrating, but they pay for themselves in confidence, peace of mind, and relief if you ever need them.
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