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Computer Backups

Disasters Happen

It's a simple question: Why should you spend your valuable time and effort backing up your data?

And there's a simple answer: Sooner or later, you're going to lose that data.

How Can You Lose Your Data?

There are innumerable types of disasters that may strike your data -- some are natural and some are man-made. Let's take a look at a few of the common reasons computers lose stored data:

Hardware failure: Hard drives can have mechanical failures, develop bad sectors, or just completely stop working one day, all of which can cause your data to disappear.

Software failure: If you're running Windows, you may be aware of the types of operating system crashes that can occur. Operating system crashes, software application errors, and lockups can all cause data to become damaged or corrupted, not to mention the destruction that may occur if your computer becomes infected with a computer virus.
Natural disasters: Floods, fires, tornadoes, and hurricanes don't occur every day, but when they do, they tend to have quite an impact on computer components involved and the data stored within them.

Human error: A roommate, spouse, parent, or child with good intentions (or, perhaps, not-so-good intentions) may inadvertently change or delete important data. You may even accidentally slip with the mouse yourself, perhaps permanently deleting a document when you shouldn't have.

Natural disasters: fires, earthquakes, floods... There is a whole list in your insurance policy, but you may not be able to retrieve any information from your computer if a disaster strikes.

Other disasters:  Theft is a possibility, from a stranger or from someone working for you (who may be working for your competition). What is your backup plan if your computer suddenly is gone?

Although these occurrences may seem very remote to you at the moment, one of these (and, for the unfortunate of us, more than one) will occur. It's only a matter of time. If you place any value on your data, spending a small amount of time making backups will be well rewarded when you encounter one of these situations.

I, for one, do not like the thought of losing my e-mail correspondence, address book, Web favorites, tax records, banking information, the articles I've written, or the book I'm writing. You probably feel the same about your data.

The most important thing to remember about disasters is that, for the most part, they're unpredictable. You may be able to spot a hurricane coming and you probably won't have advance warning of a hard drive failure; therefore, it's critical that you develop a backup plan to protect your data and stick to it religiously. Murphy's Law applies to computing -- if you fail to backup your data one week, that's the week that your system will fail!
 


Assess Vulnerability

Computer security professionals responsible for the protection of large organizations' data use a technique known as vulnerability assessment to evaluate the risks facing their environment. This is a formal process that involves a good deal of documentation and structured risk analysis. You're obviously not going to conduct weeks of meetings and formal analysis to protect your home computer, but you can certainly take a few lessons to heart from the professionals. Let's take a look at a simplified vulnerability assessment that you might want to perform for your home system:

Determine the risks: In the previous lesson, you learned about a few of the types of risks your data might face. It's important for you to take the time to seriously think about the potential risks in your environment. For example, if you're on the top floor of a building, the impact of a leaky roof bears consideration. Many types of risks are environment-specific. For example, if you live in North Dakota, there isn't much chance that you're going to experience a tropical storm. On the other hand, residents of Florida probably don't need to worry about the effect a blizzard might have on their data. This information should be taken into account during your vulnerability assessment -- that's just plain old common sense speaking!

Evaluate the likelihood: Some disasters are more likely to occur than others. Sit down with your list of risks and determine which ones are truly likely to happen in your environment. Your city or county may be prone to flooding in the spring or in times of heavy rain, yet your home may always be "high and dry." If the worst flooding in the past 50 years has not come near your home, your risk of flood damage is low. On the other hand, if your area has its fair share of thunderstorms and rainy, windy weather, and the electric power to your house usually flickers or goes out during these events, the likelihood that you could lose some data when power suddenly goes out is fair to moderate. Unfortunately, if you use e-mail and have access to the Internet, the likelihood that your computer is at risk from any number of viruses, some of which can be devastating to your data, is fairly high.

Assess the potential damage: Some disasters cause more damage than others. The theft of your entire computer system might cause complete data loss (absent a backup, of course!). On the other hand, a hardware failure or power outage might cause you to lose only small amounts of data.

At the conclusion of this process, analyze your findings. Compare the likelihood of a disaster with the impact it could have on your system. When both of these elements are high, you definitely want to do something to manage that risk. When only one is high, you need to consider what level of effort is appropriate -- you don't want to go spending thousands of dollars to protect yourself against a disaster that might never occur! Neither do you want to spend thousands of dollars to protect against an anticipated loss of a few hundred dollars.

Once you've determined the vulnerabilities that pose the greatest threats to your system, you have several options for managing those risks:

Risk acceptance: Perhaps the simplest option, it basically means that you do absolutely nothing! You acknowledge that the risk is present, but choose not to take any action to reduce the impact that risk might have on your data. This option is commonly chosen when the likelihood of a specific disaster occurring is extremely small -- a major earthquake happening in central Ohio, for example.

Risk avoidance: This is usually the least acceptable option. In this case, you say that the risk of maintaining your data is so unacceptably high that you won't try to preserve it at all. It's the equivalent of simply getting rid of your computer.

Risk mitigation: The most common option, risk mitigation seeks to minimize the impact that a disaster might have on your data. The most common risk mitigation techniques used to prevent data loss are solid backup strategies (used to restore data in the event of loss) and security programs, such as antivirus packages (used to reduce the risk in the first place). Properly managed risk mitigation techniques can greatly reduce the threats facing your data.

Risk transference: The final risk management option involves transferring the risk to someone else. The most common example of risk transference is the use of insurance. For example, every time you get in the car, you face the risk that it might be damaged in an accident. You've probably decided that the potential impact of that is so great that you don't want to shoulder it yourself. Therefore, you've opted to purchase automobile insurance. For a relatively low periodic cost, your insurer has agreed to let you transfer the risk of an automobile accident through your insurance policy. Similar policies are available for computer equipment and data, but it's unlikely that they are a cost-effective option for home computer users and are, therefore, mainly found in corporate environments.

Risk management is an essential part of protecting your data. After all, if you're planning protection mechanisms, you need to know what you're trying to protect against in the first place.
 


Computer Backups

What Should You Back Up?

Ideally, you should back up everything. However, depending on the speed of your computer, the size of your hard drive, and the type of backup hardware you want to use, backing up every file each time you do a backup may not be the most practical approach to take. Although I do recommend initially performing a full backup of all your data, the regular backups you perform from then on should be concentrated on the data that matters most to you.

In most situations, it isn't necessary for you to back up the programs you have installed on your computer. The applications, games, or utilities you currently have, as well as the operating system, most likely can be reinstalled using the original disks or downloaded again. Yes, this could be a bit bothersome, but certainly not devastating.

Here are some recommendations regarding specific data you may want to back up:

Depending upon the specific system configuration, the locations may vary slightly. However, you can always search for the filename.

My Documents: Usually located on the C: drive, My Documents is where many applications save your data by default. Back up this and any other folder you normally use to store data.

Databases: These are personal information files, such as bank account or tax information, stored by programs such as Quicken or TurboTax. These files are often stored in their corresponding program folders.

E-mail: This is an important collection of data that many people forget to back up. It includes all of your e-mail correspondence and your address book. The location where e-mail is stored may vary, depending on the e-mail program you use. For Microsoft Outlook Express, e-mail should be located at C:\Windows\Application Data\Microsoft\Outlook Express, and your address book should be located at C:\Windows\Application Data\Microsoft\Address Book. If you're using Microsoft Outlook, you should search for the personal folders file named outlook.pst.

Favorites: If you're using Microsoft Internet Explorer, your Web favorites can be found at C:\Windows\Favorites. If you're using Netscape, click Start, choose Find, and search your C: drive for a file named bookmark.htm -- this file contains all of your bookmarks.

Anything you think is important: The items mentioned here are not, by any means, meant to constitute a complete list. If you have data you believe to be important, then I fully support backing it up, too.


Where to Store Your Backups

No matter what media you use for your backups, they must be stored carefully -- after all, if the media is damaged, the backup is worthless. When storing media, use some commonsense rules: store them away from extreme heat, cold, and dampness; away from electrical or magnetic devices; and, if possible, at a different location than your computer. Keeping backups in your desk drawer may be handy, but it doesn't protect them from fire, floods, theft, or mischievous children.

The term "media" refers to the type of storage, such as a disk, on which you store your backup data.

You should also think carefully about any other threats that the backups might face while in storage or in transit to storage. I know of a case where a system administrator transported the backups to a remote vault in his luxury car every afternoon on the way home from work. Unfortunately, the car had heated seats and the magnetic field generated by the heating coils actually destroyed the backups before they were put in the vault each day!

TIP
Some safe ideas for storage places include a friend's home (the further away from your house, the better), a fireproof container stored in an environmentally controlled location or a bank safe deposit box.
 


Computer Backups

Develop Your Backup Plan

After you've analyzed the risks to determine appropriate risk management techniques and come to a conclusion about the specific data on your system that should be protected, develop a backup plan. It might even be a good idea to write it down so that you can reference it later. The backup plan should include the following elements:

The types of protective measures that you're planning to take. This should include, at a minimum, data backups and virus protection.
The specific data that will be protected. You probably decided this after reading the "What Should You Back Up?" part of this lesson.
The type of backup media that you'll use to store your data. Your plan should also include the way this media will be stored. The selection of backup media is covered in Lesson 2.

In this lesson, you learned a bit about data protection and backup techniques. Lesson 2 delves right into the various types of backup media that you may want to use. Before you move on to Lesson 2, be sure to complete the assignment for this lesson and take the quiz. Don't forget to stop by the course Message Board to see what your fellow students have to say!
 


Lesson 2: Select Backup Media

Once you've decided what data you'd like to back up, the next logical question is: What type of backup device should you use? In this lesson, you learn the pros and cons for various types of backup media, including floppy diskettes, CDs/DVDs, backup tapes, remote file storage, and more!

Choose the Media

One of the most important decisions you make during the backup planning process is the choice of backup media for your environment. You have a wide variety to choose from: floppy disks, optical media, magnetic tapes, remote backup, or other solutions.

The backup media decision influences the entire backup planning process. An easy way to remember these influences is through the three Cs of data protection:

Capacity: Different types of media have wide-ranging capacities to store data. A floppy disk may only be able to store a little over a megabyte, while magnetic tapes are capable of storing gigabytes of data.

Cost: Costs are extremely variable. Floppy disks and CD-Rs are available for mere pennies, whereas DVD-Rs can cost up to $10 each. Magnetic tape and remote storage solutions can easily run into the hundreds or thousands of dollars. When considering cost, it's important to take into account two separate components: the cost of the media and the cost of the equipment necessary to read and write that media. Although the equipment is usually a one-time fixed cost, the media represents a variable cost -- you need to purchase media as time goes on to build an archive of old backups and replace worn media.

Convenience: A backup solution does you no good if you're not willing to keep current on your backups. Some backup solutions are completely automated, requiring no operator intervention, whereas others may require a significant investment of time on your part for changing media, initiating backups, and other administrative tasks.

When you select media, you need to balance these three concerns based upon your personal needs. If cost is not an issue, you can choose the solution that maximizes capacity and convenience. However, most people have cost limitations and must strive to seek some balance.

In this lesson, we take a detailed look at four common types of backup media from the perspective of the three C's.


Computer Backups

Understand Magnetic Media

When people first think of backup solutions, they often think of magnetic disks in one form or another. This type of media has been around for decades and does indeed represent a significant percentage of home backup solutions.

There are several common magnetic disk options used in backup solutions:

Floppy disks are the cheapest form of backup and are extremely portable -- almost every desktop computer in existence has a floppy diskette drive, although the newer computers are coming without floppy drives installed. The old standard (which has been in place for more than 10 years) is the 3.5-inch floppy diskette, which has a storage capacity of 1.44 MB. Floppy diskettes are erasable and rewritable. Due to their extremely limited capacity, the utility of floppy diskettes is restricted to backing up very small quantities of data or exchanging files between computers. Not recommended.

ZIP disks are becoming increasingly common backup solutions. They function in a manner similar to floppy diskettes and are also erasable and rewritable, but their capacity is 100-250 MB, depending upon the type and the recording device. They cost approximately $10 each, with the 250-MB disks being slightly more expensive than the 100-MB disks. The significant limitations to ZIP disks are the relatively low incidence of ZIP drives and the fact that with today's multi-GB hard drives, most people have more than 250 MB of data to backup.

JAZ disks answer the capacity limitations of ZIP disks. They utilize the same basic technology to hold 1-2 GB of data, but they require different, more expensive devices to read and write. They are an extremely useful solution for the home user with limited amounts of data to back up and a decent-sized pocketbook. JAZ disks cost approximately $100 each, with the 2-GB disks being slightly more expensive than the 1-GB disks. Jaz Disk from http://www.thepcstore.co.uk/Product%20Images/BK4400_bg.jpg.

WARNING
Some people consider the use of multiple hard drives to be an effective backup solution. They simply put two hard drives in their system and either manually or automatically copy the data on one to the other at periodic intervals. However, this raises significant security concerns. After all, if an earthquake or fire comes along and destroys your computer, both the primary and the backup hard drive will be wiped out!

If you choose a magnetic disk option, remember that it's necessary to replace the diskettes from time to time, according to the manufacturer's specifications. Diskettes do eventually wear out and you don't want to discover that your backup media's time has come when you're attempting an emergency restore!


Explore Optical Media

Almost every computer user is familiar with the use of CD-ROMs to transfer data. In fact, when you purchase new software from a store, it most likely comes on a CD. You may not know that optical media like CDs and DVDs can also be used for backup purposes.

Many computers now have the capability to burn (record) data on CDs and even DVDs (although DVD burning capability is not yet as common). If your computer doesn't have this capability, you can add it through a simple hardware upgrade that can be accomplished at any computer store (or even at home, if you're technically inclined).

CDs and DVDs are known as optical media because of the fact that they use laser light to record and read data. (Traditional disk drives use magnetism for the same purpose and are therefore referred to as magnetic media.) Optical media comes in several forms:

Read-Only Memory (ROM) format: CD-ROMs and DVD-ROMs are designed so that the end user can only read the data stored on them. Data may not be written or modified on a CD-ROM or DVD-ROM. This is the format you're familiar with from purchasing software.

Recordable (R) format: CD-Rs and DVD-Rs are purchased blank and users with CD or DVD burners may write data to them. However, this process is permanent. Once data is written to a CD-R or DVD-R, it may not be deleted or modified.

Rewritable (RW) format: CD-RWs and DVD-RWs function in the same manner as recordable optical media, but users may erase and modify data stored on them.

Recordable CDs are capable of storing 640 MB of data. DVD-Rs, on the other hand, are capable of storing up to 4.7 GB (that's approximately 4,700 MB) on each disk. At first glance, this seems like a no-brainer. After all, a DVD-R can hold more than seven times as much data as a CD-R. However, recall the three Cs of backup media. DVD-Rs certainly have an advantage when it comes to capacity and convenience.

The trade-off occurs with cost. Blank CD-Rs can be found for less than 15 cents each if you shop around. DVD-Rs, on the other hand, are rarely on sale and normally go for about $2.50 each. If you divide the capacity by the cost, you find that DVD-Rs provide about 1.8 GB of storage per dollar, whereas CD-Rs provide 4.3 GB of storage for the same price.

Hardware cost also varies significantly for optical media drives. CD burners can be found for less than $40, whereas DVD burners cost up to $100 each.

It's also quite likely that you already have either CD or DVD burners installed on your computer, so if you're storing data in the low gigabyte range, optical media may be the most effective solution for your backup strategy.


Look at Magnetic Tapes

Before the advent of high-capacity diskettes and optical media, the only available solution for large-scale backups was magnetic tapes. They come in a variety of forms, ranging from large reel-to-reel tapes, which are used to store massive amounts of data, to small cartridges used in smaller environments.

Magnetic tapes can hold large amounts of data, but they have significant limitations. First, they're expensive and require more maintenance than other solutions due to the number of moving parts involved in their hardware. Second, the data recovery process from magnetic tapes tends to be much slower than from other types of media because magnetic tapes must be accessed sequentially rather than randomly. When using magnetic disks or optical media, you access data randomly -- that is, the drive can read data from any portion of the media by simply moving the magnetic arm or laser to that portion of the media and beginning to read. The components that read data from tapes, though, do not have instant access to every portion of the tape. When data needs to be retrieved from the end of the tape, the machine must fast-forward the tape until the portion containing the requested file is under the read head.

Tapes are still used in many environments because of their massive storage capabilities. However, most home users tend to shun these devices in favor of the more practical optical media or high-capacity magnetic disks.


Computer Backups

Understand Remote Backups

With the widespread adoption of high-speed networking and broadband Internet connections, it's become possible to move previously inconceivable amounts of data over a network at rapid speeds. Today's basic LAN (local area network) technology can move data at speeds of 100 megabits per second! That makes moving gigabytes of data take minutes instead of days.

This high-speed data transfer capability has led many users to back up their computers by transferring the data to another computer, either in the same building or across the Internet. A number of commercial services (such as Automatic Backups) provide secure servers on the Internet where you can store your data.

Many homes now have multiple computers, and it's possible to simply transfer data over a home network to back up one computer to the other. In fact, many two-computer households create mutual backup scenarios where both computers store their backups on the other. This is actually quite an efficient solution in meeting many backup requirements -- but don't forget that the same threat that destroys one computer might also destroy the other. For example, if the house burns down, both computers are destroyed, and there's no safe backup of the data. (On the other hand, if your house burns down, you probably have bigger things to worry about than your computer data.) This is where cost and benefit analysis comes into play. If your computers contain data that you can't live without, a mutual backup scenario is not for you. On the other hand, it may represent an extremely cost-effective solution if you're willing to take on the added risk.

Use a Variety of Techniques

You don't have to select a single type of backup media for your personal data protection solution. It's definitely possible to develop a hybrid solution that uses several different types of media to suit your needs. For example, you might run a full backup of your system to DVD-RW media every week but save extremely important files to a floppy disk or CD-RW each time you modify them, just to be on the safe side.

Computer Backups

On to Lesson 4...


Prices in US dollars

"It is not a question of IF your hard drive will fail, but it's a question of WHEN it will fail. All you can do is to be ready when it does fail by having a copy of all of the files on your hard drive saved away from your computer."
- Gene Barlow, Hard Drive maintenance expert and author of 'Backing up your Hard Drive'

Click to find our more about secure automatic backups.

These notes are meant to be a guide only, and Pacific Websites, Alan Pattinson, and any associates cannot be responsible for any errors, omissions, or damages as a consequence of using the information contained on this website. Exercise caution when reading anything on the internet. But please get a backup system working NOW, rather than too late. Disasters, accidents, and theft can happen anytime.

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