Monday, October 15, 2012

Monday – Backups and You

Okay, so today’s topic is backups, and how they apply to you.

What is a backup?

First off, let’s discuss what a backup is NOT. A backup is NOT another copy of the file on the same disk. This throws a lot of people off. Sure, a tech might make a 2nd copy of a file they are working with to ensure they have a quick restoration option, but it’s not a true backup, regardless of what it seems.

A backup is a copy of a folder, file, database, or system that exists entirely on a separate physical device. That last part is KEY. In order for a backup to be a backup, it cannot be on the same piece of hardware. I can’t re-iterate this enough. It must exist on another drive, such as another hard drive (internal or external), a flash drive, a CD/DVD, a server file share, or even in a cloud backup like Google Drive or Microsoft’s Skydrive.

“Why, JR? If it’s a second copy, why isn’t it a backup if it’s on the same drive?” – Good question, Reader. And the answer lies in disaster recovery.

Disaster Recovery

Disaster Recovery is, as the name implies, recovery from a disaster. But in the scope of our conversation today, we’re referring to disasters to computer components and peripherals. Disaster Recovery can be quite expensive and time consuming, or quick, easy and cheap. Which method you need or take advantage of is up to you.

Disasters come in all forms in relation to computer equipment: fire, dropping, electrical shock (including static discharge), water, and yes…user stupidity. Don’t deny it – every single person who’s used a computer has been guilty of it at some point. The trick is admitting it to themselves, and learning from the experience, instead of lying about it just to save face.

Backup Option #1: A Separate Hard Drive

There are two types of hard drives, internal and external. An internal hard drive is analogous to the C: drive we’re all starting to be familiar with. But it is a physically separate hard drive – just installed inside your computer’s tower. This is frequently (but not always) given the designation of F: drive, though the letters mean pretty much nothing at this stage.

An external hard drive is basically the same thing, but outside your tower. Probably connected by a USB cable, network cable, eSATA cable, or Firewire (more on the specifics of these connection technologies later). It’s a separate physical device, and is thus a prime candidate for use as a backup media.

Some external hard drives come with software to perform backups, but Windows 7 has its own backup option in the Control Panel:

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You can backup either specific folders (such as your My Documents and My Music folders, for example), or you can backup your entire system. Just remember that you can only restore what you backup. So if you only backup a couple of folders, you can only restore those same couple of folders.

Backup Option #2: Backup to a server

This is usually only an option in companies that employ file servers (which most mid- and large-size companies do), or in the cases of home users that set up a home server. Most home users do not, as it’s usually more economical to use an external hard drive.

In these cases, a section of the server is set aside for each user, or group of users, for them to save files to. These server-hosted files are backed up (if the sysadmin has any sense) periodically, with frequency determined by use and criticality of the files on the server. Setting up the backup frequency, location and duration (and the recovery thereof) is determined and managed by the sysadmin(s). So in setting this up, if you’re using company equipment and servers, is usually already done for you. If using a home-based file server, talk to whoever controls the server.

Backup Option #3: Cloud-Based Backup

In the past couple of years, a number of cloud-based file backup options have emerged:

 

Why you should care about all this

Your IT can only do so much, so you need to keep in mind what your role is in all this. If you do not take the necessary steps to protect your own data, then it can (and eventually will) be lost forever. It is YOUR responsibility to protect your data, not your IT support. But they can give you the tools to protect yourself.

If you keep all your files on your own PC (frequently referred to as the “C: Drive”), then you need to create a 2nd copy on another drive. Remember above where I said that a backup must be at least two separate copies on two separate devices? Well, your C: Drive is one device. You need to put the 2nd copy on another drive.

Your IT support may give you a “home” drive or a network drive assigned to you. These are on a server, and are not on your PC. That meets the 2nd device rule if you save a copy on there. And most companies will back that server drive on yet another media, making a THIRD (or even more) copy.

There are other network folders, often referred to as “shared folders”, which are in essence identical to the home drive described above, except that they are accessible by more people.

So YOUR job in this role is to make sure you save a copy of any important/critical files in this fashion. IT cannot make you (well, they can, but that causes other problems in most companies). If you are a laptop user at work (or even home), this is ESPECIALLY important, and even has less possibility to have IT automate any backup of files.

 

JR, you harped on our role in backups. Why?

Because I still take calls and tickets from users who did no backups, and then accidentally delete one or make changes and saved them without thinking. And invariably, they ask if I can restore a backup of a file. I would ask where the file was originally saved, and they might say “the ‘My Documents’” folder (a folder on the aforementioned C: Drive). I ask if they made a backup, because we don’t/can’t backup files on everybody’s C: Drive.

They would say no, they expected us to do the backup. Wrong. We provide the tools, but if the USER doesn’t use them, then the end result is nothing gets done.

You see, IT is a toolbag. A bag of tools. We don’t do your job. We make your job possible, easier, more efficient, more accurate. We do not do it for you. If we did your job for you, we wouldn’t need you, now would we?