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Data Backup and Archiving

Frequently Asked Questions

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Protect your investment in hardware, software and data!

Introduction

What is a backup?

A backup is a safe and accurate copy of the information stored on your hard disk made onto an independent storage medium such as a tape, a diskette or a recordable compact disk. A backup can be a complete copy of all the files on your hard disk including system and hidden files, application files and data files, or a partial copy incorporating just some of these files. A full backup of your system will include all the files that you have Created plus all the files that control the way your PC operates.

Why do I need to backup my data?

It is essential that you make regular backups to protect your investment in hardware, software and data. Having an up-to-date copy of all your data will protect you in the event of data loss through accidental deletion or corruption of files, hard disk failure, or virus attack. In the event of such a crisis, it will provide you with a safe and reliable means of recovering your data, allowing you to restore your system to its pre-crisis state in the shortest possible time.

To find out the kinds of problem you might encounter, see the section entitled: Examples of what can go wrong

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Making a Safe Copy

How is a backup made?

There are several ways to make a backup. All involve copying the contents of your hard disk onto a separate storage device. This can be done either from MS-DOS using BACKUP.EXE, from Windows 3.1 using MWBACKUP.EXE, or from Windows 95/98 by selecting Backup from the Start menu (located in Programs\Accessories\System Tools\Backup). Alternatively, if you have a backup drive, you can use a proprietary software package such as HP Colorado Backup.

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A Comprehensive Backup Strategy

How often do I need to do a backup?

You need to backup your data as often as you use your computer; every day if you use it every day. There is no telling when disaster may strike. However, you don't need to do it all in one go. For example, you might choose to make regular weekly backups and then backup only those files which have changed on a daily basis (the operating system keeps a record of these).

How can I recover my data once it is lost?

Without a proper backup, it may take you hours or even days to recover your data. Indeed, some information may be lost for ever.

If you have made regular backups of your system then you can reload the information you require from your backup, either in full or just the files you have lost.

What is a backup strategy?

A backup strategy is your way of planning for future data loss whether it be through accidental deletion, virus attack or hardware failure. Your choice of strategy depends very much on what sort of system you have, what you use it for and how often you use it. For example if you use your PC only occasionally then you will need to make one or two complete backups of your system and copy only those files which have changed on a regular basis. If, however, you use your computer intensively in your work then you will need to make regular full backups of your system onto two or more data storage sets.

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Selecting a Backup Strategy

What strategy should I choose?

Selecting a suitable backup strategy involves choosing the type of storage device which is appropriate and the type of media to use. In practice, this depends very much on the capacity of your hard disk and the amount of information you have stored on it. Thus if you have 20 megabytes of data, this can be backed up easily onto diskette. If, however, you have 200MB, then backing up onto diskette is inappropriate as it will take nearly a hundred diskettes and several hours to complete. It will also cost you nearly £70 per backup set. For backups involving more than 50MB of data, tape is the most appropriate medium. Depending on the type of tape you use, it is possible to store anything upwards from 200MB to several gigabytes on a single tape.

You also need to identify any old or redundant data so these can be archived to tape or disk.

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Planning Ahead

How can I plan for future problems?

1. Prepare a Disaster Contingency Plan

This should comprise complete system inventories of all your hardware and software, including model numbers, version numbers and serial numbers, and important system set-up information. In the case of a network, it should also include a map of network connectivity. This information needs to be kept up to date.

It should also include a fast emergency start-up plan consisting of procedures for hardware and software procurement, data restoration, and if necessary site rental. Again this plan needs to be kept up to date as hardware and software requirements change.

A copy of the disaster contingency plan should be stored off-site.

2. Set-up a 3-tier Data Backup Strategy

This should consist of a documented backup system with numbered media and a record of what tapes were used in which backup on what day. To provide historical continuity, a three tiered system should be implemented, incorporating:

  • High frequency periodic backups (e.g. daily);
  • Medium frequency backup retention (e.g. save the Friday's backup until next week);
  • Low frequency backup retention (e.g. save the first backup of the month till next month).

Backup sets should be tested periodically to make sure that they work. Low frequency backup sets should be stored off-site.

3. Define a Strategy for Archiving Old or Redundant Data

This involves copying old and infrequently used but non-the-less sensitive data to backup media for permanent storage (and if applicable the applications needed to access them). Archiving usually involves deleting the original from the source machine so that the copy is the only one in existence. Depending on volume of data, backup media may comprise tape or recordable CD (CD-R).

If using magnetic media, two copies should be made and the backups tested prior to deleting the source data. Archive tapes should be refreshed periodically, usually once every twelve months, to ensure the recorded data does not fade. Tapes for long term storage should be stored away from extremes of temperature and humidity.

Recordable CDs have a much longer life than magnetic media, with an expected life of twelve years. An archiving strategy based on recordable CD-ROM is therefore preferable.

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Examples of what might go wrong

I accidentally deleted a section of text in my word processor.

I didn't realise it at the time but I'd selected a section of text I wanted to move when I must have pressed the delete key by mistake. By the time I'd noticed the error, I'd already saved my work. It took me a couple of hours to retype the information.

I accidentally deleted some important system files.

I was using File Manager to delete some unwanted files. I must have selected some of the files in the Windows directory as well because the next time I came to use the Control Panel, I noticed several of the utilities were missing. To correct my error I had to reinstall Windows 3.0 and then Windows 3.1 as I only had the upgrade disks. In the process, I lost all my system settings and had to reconfigure Windows.

I accidentally corrupted some important files.

I downloaded some shareware from the Internet and ran the set-up program. The software copied some .DLL files into my Windows\System directory. However, one of these files must have been an earlier version of the one used by my fax software because the latter no longer worked. It took me ages to diagnose the problem. Eventually, after phoning product support, I reinstalled my fax software which seemed to solve the problem.

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Notes

Archiving versus Backing up

Archiving involves copying information from your hard disk to an appropriate storage device before deleting the original, thereby releasing space on your hard disk.

An appropriate storage device might be a tape drive or recordable compact disc drive (CD-R). Bearing in mind the relative life expectancies of magnetic media (1 to 2 years) and optical media (up to 12 years), a CD-R drive is probably the best choice.

Particularly if you are running out of space on your hard drive, you might decide to archive the information you access least frequently. Information that is one or two years old or old versions of software that you no longer use are ideally handled in this way.

Selecting a Backup Drive

There are a wide variety of backup devices to choose from, including tape drives, CD-R drives, and removable disk drives. Your choice of drive depends largely on the amount of information you need to backup, and what you are going to do with that information once you have backed it up.

For most uses, tape is still the most appropriate medium. However, if you want to distribute copies of information to colleagues, you might also consider purchasing a CD-R drive. If, however, you want to share information between two machines, for example one at home and one at work, then you might consider purchasing a removable disk.

When buying a backup drive, you must always plan ahead for any new equipment you might need to buy in the future such as a new PC or hard disk. If you are buying a network drive, then you must also consider the number and storage capacities of each machine on the network.

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