Backup

Myth: "If you back up your whole C-drive, you can just restore it when things go wrong."

Truth: Ordinary backup programs can not back up the entire Windows directory. The Windows registry and most files that are in use will not be backed up. System Restore doesn't do it either. Some backup programs can make full drive backups though.

Windows Vista offers much better backup and restore features than Windows XP. [more] However, Microsoft Marketing made them hide the best part. But now it has been revealed. [look here] and [here]

How to set up a backup process

Step 1: Organize your file locations so it will be easy to find everything you want to back up. Otherwise, you're bound to leave out just what you end up needing. :-(

Keep your backup files safe and well organized as well, or you'll never find what you need when you need it. ;-)

Step 2: Decide how often you need to backup each category of files. Base your decision on how much you're willing to risk losing between backups. (Maybe as little as a couple of minutes of your work.)

Backup everything you'd hate to lose...digital pictures...the book you're writing...your cowboy poems...barbecue recipes...genealogy records...

Step 3: Pick your backup location/media: Removable media...floppies, CDs and DVDs...has been traditional. An external hard drive or a second hard drive are good alternatives. Online backup is now reliable and affordable (does free work for you?).

Step 4: Pick a good way to make your backups. There are many backup methods and programs to choose from. Pick a process that will be easy for you to repeat.

Note: The probability of your external hard drive failing on the same day your internal hard drive fails is very low...quite a bit less than 1 in a million. Don't worry about it.

Step 5: Verify your backups. Do they include everything you thought they would? Good backup programs can automatically "verify" that your backups worked, but they can't tell you if you backed up everything. Trust your program, but check the backups yourself from time to time (see Step 6). [short story]

Step 6: It's essential to validate your restore process. To paraphrase Mark Twain, Backups are good. Backups are impressive. But restoring your files will be the only result that matters. If you're not certain you can restore files now, chances are you won't be able to when you need to. It wouldn't hurt to check the process again from time to time either. ;-)

Don't just overwrite perfectly good original files from backup files just to test them. See tips for testing backups to learn how to do it prudently.

Step 7: Keep an archive copy of your most important backups somewhere else. Maybe in a safe deposit box or at your buddy's place. Inexpensive or free online storage services also make a good place to archive essential data.

Step 8: Keep your backups up to date on a regular schedule. Back up before major changes too, e.g., before installing or uninstalling programs. You never know what might go horribly wrong.

If you're working on a complex document, back it up before and maybe after you make a big change, or every 10 minutes or so...whichever comes first. Some programs give you the option to do that automatically.

Check out a series of articles written by a seasoned computer user.

Online backup

  1. The old saw, "Don't put all your eggs in one basket," certainly applies to backups. Hard drives crash. CDs deteriorate. DVDs are probably even less robust. Online storage is a good way to diversify the physical location of your backups.
  2. Most online storage services provide security for your files, but I like to make sure my sensitive files are protected with strong encryption. I use TrueCrypt. [free but best-of-breed]
  3. Online backup is best used for important data files -- financial records, addresses, important documents and maybe that desert island music collection.
  4. Michael Horowitz writes about a few more important aspects of online backup to consider
  5. If you're not sure about setting up online backup for yourself, Live Tech Online will walk you through the process of finding what you need to back up, and help you set up an automatic online backup process.

Backup media

These estimates are conservative, as is appropriate for archival purposes

Diskette (floppy) Pro: Cheap, quick, offsite storage is easy.
Con: Unreliable, small capacity, slow, limited life, drives are being phased out.
0-3 yr. life.
Tape Drive Pro: Large capacity, offsite storage is feasible.
Con: No random access, slow, limited life.
1-3 yr. life
Zip Drive Pro: Fast, somewhat universal, offsite storage is feasible.
Con: Expensive media, prone to failure, drives have been phased out.
2-10 yr. life
CDs or DVDs I recommend that you use only CD-R media for backup. CD-RWs are not as reliable: They can become unreadable even while you are working with them. CD-Rs are cheap (but spend 50 cents, not 10 cents if you want reliable ones).
Pro: Cheap media, large capacity, long life, offsite storage is easy.
Con: Slower than a hard disk or Zip drive.
Note: Life depends on the dye used. [more on life]
3-10 yr. life
USB (thumb) drives Pro: Quick, easy to use, reusable, small, universal
Con: Easy to lose, easy to corrupt, relatively expensive.
5-10 yr. life
Internal Hard Drive A second hard disk is excellent for backups.
Pro: Fast, with huge capacity. Easy access.
Con: Not easy for the neophyte to install. Offsite storage is not feasible.
2-10 yr. life
External Hard Drive Pro: Fairly fast with huge capacity. Easy to install. Offsite storage is feasible. If you have one computer at Happy Trails and another at home, you can use a USB drive to shuttle all your files between the two. [buyer's guide]
Con: The external case and power supply can add $30 to $60 to the basic hard disk cost.
2-10 yr. life
Online backup Pro: Protection against fire, flood and forgetfulness. Retrievable from any computer.
Con: Not available unless you can get online. Something new to get set up and working. It can be simpler in the long run though.
n/a

More on the Web

Email backup, particularly for Outlook Express is not always easy. (It's relatively easy for Thunderbird and a few other email clients.) "Inside OE Home" will tell you how to back up email for Outlook Express, plus a whole lot more about OE.

Microsoft's advice on how to backup your Outlook Express messages, address book, accounts, etc.

Microsoft's advice on backup, and how to use the backup program that comes with Windows.

Michael Horowitz's comprehensive set of links on backup.