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Computer Backups

Lesson 3: Understand Backup Strategies

There are a number of different types of backups that you can perform on your system. Each one backs up a different subset of files and enables you to minimize the amount of media required to protect your data and the amount of time required to complete the backup. The four types of backups we examine in this lesson are

  • Full
  • Differential
  • Incremental
  • Daily

 

You're already familiar with the full backup -- it's the type of backup that we've conducted so far in this course. It simply involves taking all of the protected files and creating a backup version of them each time you conduct the backup.

Keep in mind that the terms full backup, incremental backup, differential backup, and daily backup apply to the methods used to back up the selected data. It's important to realize that a full backup does not mean that all of the data on a system has been backed up. It only signifies that all of the data protected by that particular backup is contained on one set of backup media.

 

The major advantage to full backups lies in the fact that a single backup contains all of the protected data that you'd need to restore. It also keeps the time it takes to restore files from a backup to a minimum. With other backup strategies, you may have to use two or more sets of media to conduct a single restore operation, which takes a little more time.

 

On the other hand, a full backup requires an extremely large amount of space available on the storage media. For example, if you're backing up 10 GB of data, each full backup requires 10 GB of storage space. If you decide that you want to keep a month's worth of backups in case you need to revert to older data, the backups would consume a whopping 300 GB of storage space!

 

The storage space numbers presented here aren't entirely accurate, but every backup software package on the market today uses some type of compression to reduce the amount of disk space required to store backup files, so the general principle holds true no matter what.


Computer Backups

The second drawback to full backups is the amount of time they take to complete. Each time you conduct a full backup, the system must process each and every protected file and write it to the backup device. If you're protecting large amounts of data, this process could take hours to complete. During the time a backup is running, it might use a substantial portion of your computer's processing power and reduce the efficiency of the computer for your normal operations.

 

Microsoft Backup refers to the full backup as a normal backup.

Despite these disadvantages, full backups must be a component of every backup strategy. At the very least, you need to complete one full backup at the beginning of your backup program to set a baseline. However, you'll want to conduct full backups somewhat more frequently in order to reduce the number of sets of backup media that you must keep on hand.

 

In the rest of this lesson, we discuss the other types of backups and then examine the ways you can tie them all together into a solid backup strategy for your computer.

Differential backups provide you with a great degree of flexibility when conducting your backup strategy and offer significant enhancements in the amount of time required to conduct the backup and the amount of media required for each backup.

When you initiate a differential backup, the backup software scans the full list of protected files and searches for any file that has been modified or created since the time of the last full backup. For example, if you conduct a full backup at 12:01 a.m. on Monday (before the day begins) and a differential backup at 12:01 a.m. on Wednesday (before Wednesday begins), the differential backup will contain every file that was modified or creating during the day on Monday or Tuesday.

Differential backups only back up a small portion of the total protected data, so they take significantly less time and space than a full backup, making them an ideal solution for cases where these resources are scarce. Of course, like any other solution, differential backups have their drawbacks. In this case, it lies in the amount of time it takes to restore data.

Assume that you followed the backup plan just outlined (full backup on Monday and differential backup on Wednesday). Now suppose that your system crashes on Thursday and you need to restore it to the state it was in on Wednesday at midnight. If you had conducted a full backup on Wednesday, you'd merely need to pull out that full backup and restore it. However, in this case, you first need to restore the full backup from Monday and then restore the differential backup from Wednesday to build a complete set of the protected data.

Incremental backups provide more performance enhancements over differential backups by further reducing the amount of data stored on each set of backup media. They accomplish this by eliminating the duplication of information that occurs between differential backups.


Computer Backups

Here's an example. Suppose you conduct a full backup of your system every Sunday and then capture changed files with a differential backup every weekday. Now, imagine that you record a new song that you've written on Monday afternoon and that audio file contains 150 MB of data. When you conduct differential backups, they back up all of the files that have been created or modified since the most recent full backup. In this case, the only full backup was on Sunday, so the new audio file is backed up every day in the differential backup. This results in the differential backup growing in size every day until the next full backup takes place.

Incremental backups, on the other hand, back up all files that have been created or modified since the time of the last full backup or the last incremental backup. So if you did a full backup on Monday and conducted incremental instead of differential backups every weekday, the 150 MB audio file is stored only in Monday's incremental backup.

The disadvantage to incremental backups is that it takes much more time to restore them. Recall that when you want to restore a differential backup, you need to first restore the full backup and then restore the most recent differential backup, because that differential backup contains all of the data on the system that was created or modified since the last full backup. With an incremental backup strategy, you need to first restore the full backup and then restore each and every incremental backup that took place since the last full backup, because they each contain a partial set of the changes that took place to the data in the intervening time period.


Computer Backups

Understand Daily Backups

The daily backup captures all of the files created or modified during a specific calendar day. For example, if you conduct a daily backup on Monday afternoon, it backs up all of the files that were created or modified on Monday up until that time.

Microsoft Backup supports this type of backup, although it's not commonly used. There really aren't many situations where you'd want to incorporate daily backups into your backup strategy. As you learn on the next page of this lesson, you can develop a suitable backup strategy through the use of full backups in conjunction with differential backups and/or incremental backups. The calendar-oriented nature of daily backups limits their usefulness. For example, what happens if the daily backup runs a little early? It might miss important data that was created at the end of the day!

Microsoft Backup supports one more type of backup -- the copy backup. This strategy backs up all of the protected files and produces the same output as a full backup. However, it does not alter the system backup records so it will not affect future differential backups or incremental backups. This type of backup is sometimes used when you want to create a stand-alone backup set, perhaps for off-site storage.

With your new understanding of the most common types of backup strategies, it's time to sit down and develop a strategic backup plan for your system. This plan builds upon the written plan that you started putting together in Lessons 1 and 2 of this course and includes information about the types of backups that you'll conduct and the frequency with which you'll conduct them. Here's what to do:

1.       Determine the frequency of full backups for your system. You definitely need to conduct at least one full backup to develop the baseline for your system, but you'll want to do this on a recurring basis to reduce the number of sets of backup media that you must maintain. Depending upon your preferences, you might decide to conduct a full backup on a weekly or monthly basis.

2.       Choose the type of backup that will occur at more frequent intervals -- either differential or incremental. Basically, this decision comes down to what your objectives are. If you want to reduce the time required to restore data, choose differential backups. If you want to minimize the time required to conduct the periodic backup, chose incremental backups.

3.       Determine the frequency of these periodic backups. The choice of frequency depends upon how much data you consider to be an acceptable loss. If you decide that you can't afford to lose more than a day's worth of work, you'll want to conduct a full backup once a week with either differential or incremental backups on a daily basis. On the other hand, if you'd prefer to minimize the number of backups and are willing to accept the loss of a week's worth of data, you might want to conduct a full backup once a month with differential or incremental backups on a weekly basis. Indeed, if you so desire, there's no reason that you couldn't simply conduct a full backup on a weekly basis and leave it at that.


Computer Backups

Look at Backup Strategies in Microsoft Backup

Microsoft Backup provides built-in support for all of the backup strategies that we discussed in this lesson. In Lesson 3, you learned how to create a full backup. If you'd like to create another type of backup, click the Advanced button on the final screen of the Backup Wizard, shown in Figure 4-1.

Figure 4-1: Select advanced options.
Figure 4-1: Select advanced options.

 

On the first screen of the advanced options, select the type of backup that you want to perform, as shown in Figure 4-2. The default option is Normal (remember that Microsoft Backup refers to a full backup as a normal backup). Use the pull-down menu to select any other type of backup.

Figure 4-2: Choose the type of backup you want.
Figure 4-2: Choose the type of backup you want.

Schedule Backups

One of the most important tasks in a backup plan is creating scheduled backups to automatically carry out your plan on a recurring basis. Without this automation, it's not likely that you'll remember to conduct the backup each day and you'll probably resent the amount of time that it takes to initiate the day's backup. Access the backup scheduling screen, as shown in Figure 4-3, by moving through the advanced options wizard that you used to set the type of backup.

Figure 4-3: Schedule backups.
Figure 4-3: Schedule backups.

 

Moving On

In this lesson, you learned about the various types of backups that you can conduct and how to build a backup strategy for your system. Lesson 4 covers the procedures that you need to follow when disaster strikes and you find it necessary to restore data from a backup.

 


Computer Backups

On to Next Lesson 4

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PLEASE make a backup plan for your data and files on your computer now."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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