Thursday, June 12, 2008

I got a note from Morten, in Denmark: "I also take a lot of pride in keeping my systems in good shape. In these days our family rely a lot on our PC's, reading mail, searching the web, home banking and so on. But in the field of backup, I'm not sure if I'm covered good enough.Is it possible, that You could use this opportunity to describe Your backup-setup?"

There are three main components. First, my system automatically backs up my entire "My Documents" folder (including all subfolders) every night. The archive files are zip-compressed, and stored off the main partition. This first-level backup gives me, in effect, one complete data restore point every 24 hours. Even if the OS completely dies; and even if the entire main partition gets trashed, I have all the data safe on another partition.

Second, every now and then (it used to be every day), I'll burn these files to a CD or DVD and store the disk away from the PC. When I've burned enough disks, I'll store them offsite in a rented storage locker. That way, even if my PC were lost to fire, flood, theft, or whatnot, my offsite backups still would be safe.

(Kind of a 2a step: I also keep working copies on my laptop of most everything I'm currently using and working on. It's not a formal backup, but it can serve much the same purpose.)

Third, from time to time (especially before and after major system work), I'll use a disk-imaging tool that creates a byte-for-byte, sector-for-sector copy of my hard drive; or at least the partition that changed. In the event of a major problem, I can restore the disk image, rolling the system back to the exact setup it was in at the time the image was made. Then, I'd use the daily backups to restore my data to the most-current state.

This time, I didn't want to use my older disk images to restore my setup to the new hard drive. In part, this was because that setup had been used and reused for 4+ years; I had software on there that was becoming obsolete (eg Office 2000), and my work situation is now very different from what it was. It was getting to be time for a clean start anyway, and the dead hard drive simply forced the issue. Plus, XP SP3 is out, so starting with a factory-fresh install of XP, and immediately moving to SP3 gave me a cleaner setup than slapping SP3 on top of a 4+ year-old install.

I've made disk images of the clean setup so I can get back to *this* point in the future, if/when I need to. Later today, I should be able to start pouring the data back into the new setup, and then (at last) I'll have a fresh, clean, perfect setup, and can move forward.

I'm still trying to work out a good backup routine for my live-on-disk photos and videos, which consume about 60 GB of disk and are too unwieldy for convenient handling. I'll most likely end up with some kind of separate, incremental backup strategy there. In the meanwhile, I'm using a basic brute-force backup for photos and videos: keeping two copies of everything on separate physical hard drives; plus a third copy on DVD.

Doing good backups is a pain, but if you have stuff on your PC you can't easily replace (banking/tax info; one-of-a-kind photos, videos or music; valuable written documents' email records, etc.), you really gotta do it.

Sooner or later, you *will* have a hardware or software problem that leads to one of those "oh, sh*t" moments when you realize you just may have lost access to your hard drive. It's not a good feeling.

Backups make it hurt less. :-)

5 comments:

  1. hi, fred. i'm a longtime former reader of langalist, and now windows secrets. and i have what is probably a stupid question.

    you keep talking about making an ISO image, or disk image, of a clean setup so that, in the event something happens, you can get back to that point. but i've never seen anywhere just how you do that. how do you load this 'clean image' back onto a hard drive that has absolutely nothing on it? most articles on this leave it at the 'creating the image' stage. there are no drivers to run the cd/dvd drive, so how do you load it? does the image have an autorun feature that automagically installs itself? (can you tell i've never tried anything like this?)

    i'm about to remove vista from my wife's new dell laptop, and install XP, and i'd like to create that 'clean image' after i have everything loaded back on.

    any other tips along this line would be greatly appreciated, including the best software out now for doing this.

    cheers,
    peter
    olympia, wa

    ps. great road report. i read it through twice...

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  2. You're right, Peter. An ISO copy of a CD is a kind of image, but there are other kinds, too, and that's what I'm referring to. I use a tool called BootItNG. It's a boot manager, partition manager, and diskimager all in one. I like it because it actually runs from DOS, as a self-contained program. It can back up ANY partition or disk containing ANY operating system because the main OS isn't used at all. It's inert, entirely quiescent, when the backup image is made. (That mean no "file-in-use" problems.)

    BootItNG is also inexpensive, which makes it easy to like. It is, however, very geeky and nonintuitive to use. It's really a tool for people already comfortable with the concepts of hard drive operation and management.

    Norton Ghost, the old Powerquest Disk Image, Acronis' disk tool--- they all can make disk images as well, although none use the ISO format. They're all friendlier and easier to use than BootItNG; but bigger, more expensive, and with at least the potential risk of running into "file-in-use" problems during backup/imaging.

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  3. I've had an HP MediaSmart Windows Home Server for a few months now, and one of the features I love is the automated backup. You set it and forget it. Every night each of the PCs on my network is backed up to the server, and WHS de-dupes the data as well.

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  4. When restoring an image backup one needs a separate OS to do the restore. A popular one is BartPE.

    A free imaging app that I use and that runs on the BartPE system is Drive Image XML.

    (BartPE is a Windows XP based PE system with a lot of flexibility added in.)

    hth

    Ed_P

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  5. If you do use apps like Acronis TruImage (which is what I use now), you create a recovery CD. When you need to restore an image, you boot off of the recovery CD and it runs the backup program from there so you can restore the backup image to a hard drive. It even works with USB-attached drives.

    I used to use BootItNG (a tip I once got from some PC site...Langalist, I think), but I never had to restore an image so I don't remember if it works the same way.

    Btw, the reason I use Acronis now is because, if you use a Seagate or Maxtor drive, you can get a Maxtor-branded version of TrueImage for free from their support download web page. The Maxtor version will check to make sure at least one of your drives is a Maxtor/Seagate drive, but it will work with any make of drive, otherwise. For example, I have WD drives in my PC, but I have an external Maxtor drive attached via USB. Maxtor's version of TrueImage sees that there is at least one Maxtor drive and it lets me backup all of my other drives.

    ReplyDelete