Disaster Recovery:
Backup Strategy

 

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If the mantra for real estate is location, location, location, then for disaster recovery it's backup, backup backup. It might not cover everything, but without it you won't get anywhere

A backup strategy needs to cover three components:

  1. safe storage of original program disks
  2. backup of daily data
  3. backup of full system

All three are necessary.

Safe Storage of Program Disks.   This one sounds like a no-brainer, but it is amazing how many otherwise smart people don't think about it. You not only need the original program disks for your operating system, but also the disks for the software applications you have installed. And the computer you want to install them onto needs to be able to physically read the media. That might seem obvious, but we have seen old specialty applications on 5 1/4" floppies (remember them?) when none of the computers had 5 1/4" floppy drives anymore. We've also seen floppies that were so old they were no longer readable. So save those disks somewhere safe, but check them out once a year to be sure they still serve their intended purpose.

It's also a nice idea to have copies of updates, drivers, and other bits of code that you need to make those original applications work again. Tracking down an esoteric driver might be tough today; next year it's sure to be tougher.

Backup of Daily Data.   Your system probably consists of two kinds of data: those that change frequently, which we are calling daily data, and those that are fairly static, such as archives or programs. Unless you have the time and resources to do a full backup everyday, your backup strategy needs to target that daily data and get it backed up more frequently.

When identifying the files and directories that constitute your daily data, also consider information that might not be changed every single day but which is still important to smooth business or personal operation. For example, look at:

  • word processing documents
  • scanned documents
  • publishing documents (flyers, brochures, etc)
  • email
  • work or hobby products (your portfolio, resume, family photographs, the Great American Novel in progress, etc.
  • newsgroups (probably part of email)
  • email attachments
  • appointment schedules
  • browser bookmarks
  • images
  • spreadsheet data files
  • financial records (Quicken, Quickbooks, etc.)
  • tax data
  • customer records

The rule of thumb is: if you aren't comfortable losing the data, and it changes more frequently than your full system backup, consider it part of your daily data.

Backup of Full System.   This includes the operating system, programs, patches, all data, and the system states. In the event of a major crash, a full backup can really reduce the amount of time and effort to get the system back up and running again.

Here's another one of those things that may seem obvious: in order to restore your backup, you need to already have enough of the backup software on your computer to enable it to read the disks or tapes that contain your backup. That means you'll either have a special bootable disk or you'll have disks with enough operating system and backup/restore software to get your computer ready to read your precious backup. Safeguard those disks! Without them, your backup is just a paperweight.

Remember, good disasters don't just happen, they need forethought and planning. To make your next disaster a good one, plan for it now by developing a backup strategy. When the inevitable happens, you'll be glad you did.

by Evelyne Stalzer

 

 

 

 

 

On-site or
Off-site Storage?

There is a trade-off between using on-site and off-site locations for storing your program disks and backups. While an off-site backup is safer if there is a site-wide disaster like a fire, the on-site option has the advantage of making it easier to perform frequent backups.

One middle ground is to use an on-site data safe with a good fire rating. And keep making those backups!

 

 

 

Last updated:   Tuesday, February 28, 2006 .
Copyright 2003, 2004 by MWC Enterprises.