Platinum Edition Using Windows 98

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- 18 -

Backing Up Your Data


by Phil Callihan and Larry Passo

Getting Started with Backup

As experienced users are well aware, regular system backups can save you hours of frustration. Windows 98 includes a fully featured backup utility, Microsoft Backup, at no extra cost. If you create and follow a regular backup schedule, you will be able to recover from the inadvertent corruption of the Windows 98 system Registry.


NOTE: If you use Help in the backup utility, you might see references to "Seagate Backup Exec." This is because Microsoft licensed Microsoft Backup from Seagate Software, the company that makes the Backup Exec product line. 

Windows 95 included a backup utility as an optional component that was available during setup. Windows 98 includes Microsoft Backup, which boasts the following improvements over the previous version:

Microsoft Backup borrows interface elements from previous Backup Exec versions and the Windows 95 version. It includes the following useful features:

The backup process is fairly straightforward. Wizards (as shown in Figure 18.1) lead you through common tasks such as backing up and restoring data. Backup also makes use of different-colored graphical "check marks" to indicate whether you have selected an entire folder or just specific files within a folder (see Figure 18.1).

You select the files you want to back up by clicking on folders or specific files. After you make your selections, you can save them for future use by creating a backup job. A backup job is a collection of files that you select within the Backup utility and save under a particular filename. Having created a backup job, you can quickly back up that set of folders and files again by simply executing the previously saved backup job. This allows you to quickly back up or restore your data or programs without having to manually re-select the same folders and files every time.

FIG. 18.1 Microsoft Backup allows you to select what to back up: entire folders or specific files.


NOTE: Backup jobs also save any settings that are selected when the job is saved. 

Note the different colors of the selection marks. A bright blue mark signifies that a file or entire folder has been selected (the Football folder and the 1996 Nat'l Champs Microsoft Word document, in the case of Figure 18.1).

Also note that all higher-level folders that contain the 1996 Nat'l Champs document have a gray selection mark. This signifies that only a portion of the folder's contents have been selected to be a part of the backup job.

Another useful feature of Microsoft Backup is its capability to verify your files as you're backing them up. You should always verify your files after backing them up. You configure Microsoft Backup to verify files by selecting the check box on the option screen shown in Figure 18.2. The verification process double-checks to make sure that the original files match the files actually saved to your backup media by reading it back after it is written. Unfortunately, this adds to the time it takes to run your backup job, but the peace of mind it provides is well worth the extra time. Consider the extra time cheap insurance for your data.


CAUTION: If Microsoft Backup cannot verify your files, it might be time to replace the media or clean the read/write heads in your backup device.

FIG. 18.2 You can configure Microsoft Backup to verify files.

As a further safeguard for your data, you should store your backup media in a safe place--preferably offsite. One option for storing really important information is to hire a data archival service. For a monthly fee, such a company maintains your backup media in an environmentally controlled area, and sometimes it even picks up your backups at your location. For most home users, a closet or bookcase is a suitable storage location. Just don't store your backups right next to your computer system, where the same theft or fire could destroy both your system and your backup data.


TIP: When deciding where to store backups, consider these potential dangers: electrical interference, temperature variations (including humidity), and theft. Balance these factors with convenience. Also, make a schedule for rotating your tapes between your computer and your storage area, and then follow it.


CAUTION: If you decide to store your backups in a safe, make sure the safe you use is certified for storing magnetic media. Most home "fireproof safes" are designed to protect only paper records, which can survive temperatures that will damage magnetic media.

The point of making backups is so that you can reverse the process and restore files to your system if you ever need to. The restoration process is very similar to the backup process. Microsoft Backup reads the catalog of files that have been saved on the backup media, and it allows you to choose which files and/or folders you want to restore. You can restore files or folders either to their original locations or to other locations.

Preparing a Backup Strategy

Many users don't create an overall backup strategy until it's too late. A realistic strategy should take into account available backup hardware, how much time you're willing to devote to backups, and ultimately how much data you're willing to lose given a worst-case scenario.

Choosing a Backup Format

You can perform three kinds of backups. Table 18.1 outlines them.

Table 18.1  Types of File Backups

Type Description
Full Backup Backs up every file selected. Marks files as having been backed up.
Incremental Backs up every file created or changed since the last full or differential backup. Does not mark files as having been backed up.
Differential Backs up every file created or changed since the last full or differential backup. Marks files as having been backed up.
To configure the backup type, select the Options button from Microsoft Backup's main screen, and then click the Type tab to see the options shown in Figure 18.3.

FIG. 18.3 Choose the type of backup you want to perform with Microsoft Backup.

If you select the All Selected Files option and then select the root of each hard disk partition, Backup will perform a full backup of every file on your system. Backup and restore procedures will be slower if you use this option because of the volume of data that has to be processed. If you select New and Changed Files Only, you also need to choose between the Differential and Incremental backup options.

A differential backup saves new or changed files to your backup device but doesn't mark them as having been backed up. This means that if you create a file on Monday and perform a differential backup that night, and then you perform another differential backup on Tuesday, the file will be backed up on both days even if it was not changed on Tuesday.

Using the same example, if you create a file on Monday and perform an incremental backup that night, the file will be backed up and marked as having been backed up. If you perform another incremental backup on Tuesday, the file will not be backed up unless it has changed (been edited) since the Monday night backup. This means that subsequent incremental backups will take less time to run, because only new or changed files will be backed up.


CAUTION: Although it takes less time to create incremental backups, it takes more time to restore from them. You might need to restore from several different tapes of incremental backups if you have to restore files that were modified on different days.

Creating a Schedule

It's important to be realistic when creating your backup schedule. In a perfect world, we would all have lightning-fast multiple-gigabyte backup units attached to our personal computers that would allow us to do full system backups every day in a matter of seconds. But the reality is that system backups take time. On newer computer systems that have gigabytes of disk space, a full backup can take many hours. In addition, your hard disk capacity might be much larger than the capacity of your backup device, which can cause problems.

The following might be a good backup schedule for a moderately used home computer:
Full System Backup (everything) Once every other month, alternating sets
Data Backup (user files) Once a month, alternating sets


TIP: The idea of alternating sets stems from that annoying tendency of Murphy's Law to intervene when you need to restore important data. By alternating sets (Set A and Set B, Set 1 and Set 2, or whatever you choose), you ensure that you don't overwrite a good backup with a bad one. Multiple sets also help prevent the loss of data due to tape failure or other mishap.

If you create many files or create very large and detailed documents, the following backup schedule might be necessary:
Full System Backup (everything) Once a month, alternating sets
Data Backup (user files) Once a week, alternating sets

Deciding Which Files to Back Up

A backup strategy depends largely on how you use your computer and ultimately depends on how much data you are willing to lose in the event of a disaster.

For many users, system data changes infrequently--only during an operating system or application upgrade, for example. As a safeguard, you should back up your entire system before performing any major upgrade. For most users, personal data is much more important than application data. It's much easier to reinstall an application than to re-create personal data.

Organize your user files into subfolders in a common folder. This will ease backup and restoration procedures. It's much easier to back up one folder and its contents if you don't have to search through all your subfolders trying to find where you saved a particular file.

Assuming all your personal files are in one directory, you need to decide how often to back up that data folder. The advantage of backing up only data files is that these files are usually small compared to system data and program files. If you change data only once or twice a week, you might want to back up data only weekly or monthly. If you frequently change documents, on the other hand, you might want to back up your data files more often.

When deciding which files to back up, you should consider the priority of the following kinds of data:

Always maintain a reliable system backup. Fortunately, this data doesn't usually change very often, so you usually need to perform a full system backup only monthly or every other month. Although you should back up your user data more often, those backups are usually smaller than system backups and take less time.

Choosing the Right Backup Device

During the last few years, backup devices have become an economical option for many computer users. Many types of devices are now available, with varying degrees of capacity and speed. When choosing a backup device, make sure that it will fulfill the needs of your overall backup strategy.

Choosing the Right Backup Medium

Many hardware options are available for backing up the data on your personal computer. Here are a few guidelines you can use when purchasing a unit:

You have many choices of backup media. Tape drives are the most common, but other options are available, depending on your specific needs and budget:

Installing and Configuring a Tape Drive

Microsoft Backup supports parallel, IDE/ATAPI, and SCSI backup devices. These devices range from external units that you can easily connect to your parallel port to internal devices that require varying degrees of knowledge for installation. Before you buy a tape drive, make sure you have the interface required to connect it to your computer system. Windows 98 supports tape drives manufactured by the following vendors: Conner, Exabyte, HP/Colorado, Iomega, Micro Solutions, Seagate, Tandberg, WangDAT, and Wangtek.

To install a tape drive, follow these steps:

1. Read any setup directions that came with your tape drive for specific instructions on installing your device.

2.
Turn off your computer and install your tape drive according to the directions that came with it.

3.
Turn on your computer and boot Windows 98.

4.
If your device is Plug and Play-compatible, the system will detect it and install the proper drivers (best-case scenario).

If Windows 98 does not detect your tape device during bootup, open the Start menu and select Settings, Control Panel, Add New Hardware. The Add New Hardware wizard takes you through the steps for detecting and installing the sofware that runs your tape drive.


TIP: Microsoft Backup saves files in QIC format. QIC stands for Quarter-Inch Cartridge, which is a popular type of standardized tape cartridge used for tape backups. Microsoft Backup can be used with tape units that adhere to the following standards: QIC-40 low density, QIC-80 high density, and QIC-117. Even if you back up your files directly to disc instead of to tape, the file is saved in QIC format. Before you purchase a backup unit, always check to make sure that it is on the Windows 98 Hardware Compatibility List (HCL).

Formatting and Erasing Tapes

You usually must format a new tape before you can use it to perform a backup. (If you don't want to take the time to format tapes yourself, you can purchase preformatted tapes.) To format or erase a tape, follow these steps:

1. Insert the tape into your tape drive.

2.
Start Microsoft Backup.

3.
Select Tools, Media, Format. The program warns you that formatting will erase any data on the tape and that the process might take up to 30 minutes to complete.


TIP: Not all media need to be formatted. Some non-QIC formats are formatted automatically during the backup process.


TIP: You can save yourself time and effort by purchasing your QIC tapes preformatted. The time savings alone is usually worth the small additional cost of preformatted tapes.

Backing Up Files

If you perform consistent backups, you will have the tools you need to recover from both minor mistakes and computer disasters alike. The first place to begin is to perform a backup of your entire system.

Performing a Full System Backup Using the Backup Wizard

To perform a full system backup, follow these steps:

1. Start Microsoft Backup by opening the Start menu and choosing Programs, Accessories, System Tools, Backup. After the splash screen appears, the Backup Wizard begins to help you configure your backup procedure (see Figure 18.4).

2.
Select Create a New Backup Job and click OK.

FIG. 18.4 The Backup Wizard opens immediately when you execute the Backup program.

In the next dialog box, select Back Up My Computer and click Next.

4.
Select All Selected Files. Then click Next to continue.

5.
In the dialog box that appears, indicate where you want to save your backup. Click Next.


TIP: You can use a second hard disk as your backup device. Backing up your data to another hard disk is significantly faster than using a tape drive.
6. Next you specify how you want to perform your backup. The choices are Compare Original and Backup Files to Verify Data Was Successfully Backed Up (highly recommended) and Com_press the Backup Data to Save Space (also recommended). Choose one and click Next.

7.
In the final screen of the Backup Wizard (see Figure 18.5), enter a name for your backup job.

FIG. 18.5 The final screen of the Backup Wizard lets you view your choices before executing your backup job.


TIP: Be sure to give the backup job a name that sufficiently describes what the backup does. All of your backup jobs will appear in a drop-down box in the Backup program from now on, so a good descriptive name will prevent confusion later.
8. Click Start to begin the backup. As the Backup job runs, you can monitor its progress onscreen. The Backup Progress screen, shown in Figure 18.6, keeps you updated, providing such useful information as the number of files being backed up and the estimated time the procedure will take.

FIG. 18.6 As the backup job runs, a status screen provides you with up-to-date information.

Ensuring That the Registry Is Backed Up Correctly

The Windows 98 System Registry files are crucial to restoring your system in the event of a major hardware failure. There are two ways to back up these critical files. The first is with regedit.exe, which is covered in Chapter 19, "Working with the Windows Registry." The second is to use Microsoft Backup.

When you use the Microsoft Backup method, you have to take a few steps to ensure that the System Registry is backed up properly. To do so, use the following steps (see Figure 18.7):

1. Select Tools, Preferences. The Preferences dialog box appears.

FIG. 18.7 Make sure that you back up the Registry.

2. Check the box labeled Backup or Restore the Registry When Backing Up or Restoring the Windows Directory. Then click OK.

3.
Near the bottom of the Microsoft Backup screen, click the Options button.

4.
In the Backup Job Options dialog box, select the Advanced tab. Then check the Back Up Windows Registry box and click OK.

After you complete the steps, the Registry will be backed up whenever you back up the Windows directory.

Selecting Folders and File Types for Partial Backups

As you learned earlier in this chapter, you can select specific folders that you want to back up. You select them in the What to Back Up section of the opening Microsoft Backup screen. A bright blue check mark appears next to files or entire directories that will be backed up. A gray check mark signifies that only a portion of a folder is selected for backup.

You also have the option of excluding certain file types from being backed up. This might come in handy, for example, if you do not want to back up temporary files or browser cache files.

To prevent a certain file type from being backed up, follow these steps:

1. At the bottom of the opening Backup window, click the Options button. The Backup Job Options dialog box appears.

2.
Select the Exclude tab, and then click the Add button. The Add Exclude dialog box appears (see Figure 18.8).

3.
Select the file type you want to exclude.

FIG. 18.8 Microsoft Backup gives you the option of excluding certain file types from being backed up.


TIP: If the file type(s) that you want to exclude are not already registered, click the Custom Type button and enter the file extension that you want to exclude in the text box.
4. File types listed in the Do Not Back Up These File Types box will be ignored from now on during all backup procedures. When you've added all the file types you want to exclude, click OK.

Running a Saved Backup Job

To execute a saved backup job, follow these steps:

1. In the Backup Job drop-down list, select the saved backup job you want to execute.

2.
Insert the tape on which you want to save your data.

3.
Click the Start button to execute the job.

Scheduling Backups Using the Task Scheduler

An important feature of Windows 98 is its capability to automatically perform mundane tasks on a regular schedule. You can take advantage of this feature by letting Windows 98 remind you when it's time to run your scheduled backup.

To set up the Task Scheduler to remind you to perform a backup job, follow these steps:

1. Open My Computer.

2.
Open the Scheduled Tasks folder.

3.
Click the Add Scheduled Task icon to start the Add Scheduled Task Wizard. Click Next to continue.

4.
The wizard prompts you to select a program to be scheduled. Select Backup and click Next.

5.
Enter a name for the task and specify the frequency at which you want it to be executed. Then click Next.

6.
Specify the desired Start Time and Start Date, and then click Next.

7.
Click Finish.

At the specified time and date, Microsoft Backup executes automatically. You can then select the backup job you want to run.


CAUTION: Even though the Task Scheduler starts Microsoft Backup automatically, you must still run the proper backup job. The Task Scheduler only starts Microsoft Backup; it doesn't perform the actual backup.

Changing Backup Settings and Options

It's simple to change your backup settings and options. Follow these steps:

1. From the Backup Job drop-down box, select the name of the backup job you would like to change.

2.
Make any changes you want to the file selections, options, and so on.

3.
When you finish making changes, open the _Job menu and select Save.

Restoring Backed-Up Files

Microsoft Backup gives you the ability to recover anything from a single file to your entire system.

Restoring Files to Their Original Locations

To restore files to their original locations, follow these steps:

1. Insert the tape that contains the backup you want to restore.

2.
Start Microsoft Backup and select the Restore tab. Click the Refresh button.

3.
Check the box next to the backup set you want to restore, and click OK.

4.
In the What to Restore section, select the specific files you want to restore by checking the appropriate boxes.

5.
From the Where to Restore drop-down list, select Original Location.

6.
Click Start.

7.
When the restoration process is finished, a dialog box displays the message Operation Completed. Click OK to finish.

Restoring Files to a New Location

To restore files to a new location, follow these steps:

1. Insert the tape that contains the backup you want to restore.

2.
Start Microsoft Backup and select the Restore tab. Click the Refresh button.

3.
Select the backup set you want to restore by checking the box next to it. Click OK.

4.
In the What to Restore section, select the specific files you want to restore by checking the appropriate boxes.

5.
From the Where to Restore drop-down list, select Alternate Location.

6.
A selection box appears below the Where to Restore drop-down list. In that box, select the location to which you want to restore your files.

7.
Click Start.

8.
A window appears, updating you on the status of the restoration. When the process is finished, a dialog box displays the message Operation Completed. Click OK to finish.

Changing Restoration Settings and Options

To change the restoration options, select the Restore tab from Microsoft Backup's main program window and select the Options button. In the Restore Options dialog box, the General tab displays the rules that Microsoft Backup will use when restoring files (such as what to do if the files being restored have the same names as files that already exist at the restoration location).


TIP: If you plan to restore the Registry from your backups, make sure that you have the Restore Windows Registry box selected on the Advanced tab of the Restore Options dialog box.


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