Introduction

We all store more and more of our lives in digital form; spreadsheets, résumés, wedding speeches, novels, tax information, schedules, and of course digital photographs and video. All of this data is easy to store, transmit, copy, and share, but how easy is it to get back?

All of this data can be a harsh reminder that computers are not without fault. For years, storage costs have been dropping while at the same time the amount of storage in any one computer has been increasing almost exponentially. We are at a point where a single hard drive can contain multiple terabytes of information, and with a single mishap, lose it all forever. Everyone knows someone who has had the misfortune of having a computer stop working and wanting their information back.

It’s always been possible to safeguard your data, but now it’s not only necessary thanks to the explosion of personal data, it’s also more affordable than ever. When you think of the costs of backing up your data, just remember what it would cost you if you were to ever lose it all. This guide will walk you through saving your data in multiple ways, with the end goal being to have a backup system that is simple, effective, and affordable. In this day and age, you really can have it all.

It’s prudent at this point to define what a backup is, because there are a lot of misconceptions out there which can cause much consternation when the unthinkable happens, and people who thought they were protected find out they were not.

Backups are simply duplicates of data which are archived, and which can be restored to a previous point in time. The key is the data must be duplicated, and you have to be able to go back to an earlier time. Anything that doesn’t meet both of those requirements is not a backup.

As an example, many people trust their data to network storage devices with RAID (Redundant Array of Independent Disks). Without going into the intricacies of various forms of RAID, none of these Network Attached Storage (NAS) devices are any sort of a backup on their own. RAID is designed to protect a system from a hard disk failure and nothing more. Depending on the RAID level, it either duplicates disks, or uses a calculation to create a parity of the data which can be used to calculate the original value of the data if any part of the data is missing from a failed disk. While RAID is an excellent mechanism to keep a system operational in the event of a disk failure, it is not a backup because if a file is changed or deleted, it is instantly updated or removed on all disks, and therefore there is no way to roll back that change. RAID is excellent for use as a file share, and can even be effectively utilized as the target for backups, but it still requires a file backup system if important data is kept on the array.

Another similar example is cloud storage. Properly configured, cloud storage can be a backup target, and different services can even properly perform backups, but the average person with the average Google Drive or OneDrive account can’t copy their files there and hope they are protected. As with RAID, it is a more robust file storage than any single hard drive, but if you delete a file, or copy over another, it can be difficult or impossible to go back to a previous version.

Both RAID and cloud storage suffer from the same problem – you can’t go back to an earlier time, and therefore are not a true backup. True backups will allow you to recover from practically any scenario – fire, flood, theft, equipment failure, or the inevitable user error. This guide will walk you through several methods of performing backups starting at simple and moving up to elaborate systems that will truly protect your data. These methods work for home and business alike, just the type of equipment will likely differ.

There is some common terminology used in backups that should be defined before we start discussing the intricacies of backups:

  • Archive Flag: A bit setting on all files which states whether or not the file has been modified since the last time the flag was cleared.
  • Full Backup: A backup of all files which resets the archive flag.
  • Differential Backup: A backup of all files with the archive flag set, but it does not clear the archive flag.
  • Incremental Backup: A backup of all files with the archive flag set which resets the archive flag.
  • Image or System Based Backup: A complete disk level backup which would allow you to image a machine back to a previous state.
  • Deduplication: A software algorithm which removes all duplicate file parts to reduce the amount of storage required.
  • Source Deduplication: removing duplicate file information from files on the client end. This requires more CPU and memory usage on the client, but allows for a much smaller file size to be transferred to the backup target.
  • Target Deduplication: removing duplicate file information from files on the target end. This saves client CPU and memory usage, and is used to reduce the amount of storage space required on the backup target.
  • Block Level: A backup or system process which accesses a sequence of bytes of data directly on the disk.
  • File Level: A backup or system process which accesses files by querying the Operating System for the entire file.
  • Versioning: A list of previous versions of a file or folder.
  • Recovery Point Objective (RPO): The amount of time since the last backup deemed safe to lose in a disaster scenario. For example, if you perform backups nightly, your RPO would be the previous night’s backups. Anything created in between backups is assumed to be recoverable through other methods, or an acceptable loss.
  • Recovery Time Objective (RTO): The amount of time deemed acceptable between the loss of data and the recovery of data. For home use, there’s really no RTO but many commercial companies will have this defined either with in-house IT or with a Service Level Agreement (SLA) to a support company.
 
Plan Your Backups
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  • Egg - Wednesday, May 21, 2014 - link

    I understand why I need revision control for files, but what about say, my music collection, which I just transcoded from WMA lossless to FLAC? No hash based deduplication is going to realize that they're the same... if I had revision control working on that, I would have an extra 10 GB of stuff sitting around... Reply
  • Brett Howse - Wednesday, May 21, 2014 - link

    Two things I guess. Hash based deduplication is awful on any media, other than to say the file is already copied, so it wouldn't really matter.

    Second, most of the backup systems listed allow you to control how many days you keep deleted files.
    Reply
  • Mr Perfect - Wednesday, May 21, 2014 - link

    For anyone using the Windows 7 built in backup, have you noticed if it re-schedules backups if it misses a time? My machine is typically powered off if I'm not using it, so hopefully Windows is smart enough to just do the backup as soon as it get the chance. Reply
  • Stanand - Wednesday, May 21, 2014 - link

    From my experience, Windows 7/Vista built-in backup doesn't automatically delete old backups when the backup disk becomes full (and it fills up quickly). The user must manually delete old backups by clicking "Manage Space" and deleting the old backups.

    That's easy for everybody reading this Anandtech article, but not so easy for my computer novice grandmother.

    For novices, I install the free version of Crashplan and set it up to automatically delete old backups every 90 days (Settings -> Backup tab -> Frequency and Versions -> Remove deleted files).
    Reply
  • SenilePlatypus - Wednesday, May 21, 2014 - link

    There is one way to get around the Windows 8.1 backup limitations. File History also allows you to backup Library locations. So... All you have to do is make any desired backup (folder, drive, etc...) into a library location (right click drive/folder -> Include in library -> Create new library [or choose an existing one]). Reply
  • johnthacker - Wednesday, May 21, 2014 - link

    SpiderOak is another Consumer Cloud backup service that has unlimited versioning with no time limits. Multiplatform support. It is slower than some of these other services because, since your files are encrypted, they don't deduplicate across different users the way that, e.g., Dropbox does. Reply
  • DeathReborn - Wednesday, May 21, 2014 - link

    I used to use Acronis for backups to external drives but late last year switched to Macrium Reflect and a File Server housing 24TB of storage inside and a NAS with 12TB.

    If you're good with MS-DOS scripts Macrium has a lot of functionality that you can get access to. Not exactly user friendly but very useful.
    Reply
  • Jeff7181 - Wednesday, May 21, 2014 - link

    You neglected to mention one of the best cloud backup solutions - SpiderOak. They ran a promotion earlier this year on "backup day" to give unlimited storage for $120 per year. They support Linux (GUI and headless CLI), Windows, Mac, iOS, Android, and Blackberry OS. And unlike a lot of cloud backup services, you can back up network locations - so you can run SpiderOak on one computer and back up data from other computers if they're on the same network and have shares accessible. They do versioning and deduplication (and pass the space savings of deduplication along to you). They also don't retain an encryption key to your data as part of their "zero knowledge" policy. They also allow you to specify a local target to use as a local repository so that when you need to restore something, it doesn't necessarily have to pull it down via the Internet, just that local device whether it's a NAS device or another hard drive in one of your computers. It doesn't do image backups, but if you're looking for image backups, just use the built in utility in Windows to create one and back up the location of those files to the SpiderOak cloud. Reply
  • MrX8503 - Wednesday, May 21, 2014 - link

    I was wondering what backup strategy you were using and I'm happy to hear that its a WHS 2011 solution. I'm rocking the same setup and added time machine support to my WHS to backup macs. Reply
  • iwod - Wednesday, May 21, 2014 - link

    What about Bit Rot? I heard RAID doesn't protect you with it and you will basically have two bad copy of the data. Reply

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