How To: Set Up an Automatic Backup

Posted on 10 February 2010 by komplettie in How To

This week’s “How to” article is on setting up your own automatic backup. It’s something that’s long been a bit of a thorn in the side of many Windows users (and we’ll be focussing on Windows in this piece for reasons I’ll outline in a moment), but the fact is that it isn’t actually all that difficult to set up an automatic backup if you’re willing to spend a little time getting it all together.

The problem with hard drives is that, eventually, they fail... :(

The fact is that most of us know that keeping an up-to-date backup is, in this day and age, not really optional; it’s a “must do.” The problem is that keeping an up-to-date backup can also seem like bit of a headache to set up, and since it never seems important until just after a drive has failed, at which point you’re left with nothing to back up, it tends for far too many people to be something that never gets done.

The reason we’re focussing on automatic backups in this piece is because of the fact that it seems as though a majority of users set up a backup and intend to keep it as up to the minute as possible before gradually sinking back into data-safety complacence.

We’ve given a few bits and pieces a bash, but there’s one application that managed automatic backups well enough that we thought it deserved a recommendation…

Acronis True Image:

Acronis True Image is something that I was originally pointed to by Ryan, from our RMA department, a man whose obsession with keeping everything backed up seems only to be matched with his insistence that everyone should be able to do a comprehensive wipe of their data before they sell a PC.

Anyway, Ryan’s obsession with security aside, Acronis is a relatively easy to use package that should keep everyone well looked after. Acronis can be set to work as often as you decide you’d like it to, depending on how you arrange its calendar. The down side is that you won’t be able to say, “Backup every Wednesday and Friday” with any degree of ease, since it will want you to work with dates, but it’s still not a massive headache to set up a fairly regular automated backup.

Acronis makes the whole process as simple as possible while offering solid functionality :)

There’d be an awful lot more to this description, except that True Image really does take the sting out of setting up a reliable backup… there’s not too much to be done other than sit down and name your backup, at which point it’ll work away on the rest itself. It’s fairly straight-forward once you actually sit down with the software.

The other big plus, apart from automatic backups, is something that Acronis will allow you to do a backup directly to a network drive. While this might not seem as though it applies to everyone, it’s so easy to setup, and the cost so low, we’d consider it a practically essential part of setting up a completely automatic backup.

Acronis is also visual enough that you shouldn't need to spend too much time boring through menus

The fact is that as soon as you have to start plugging things in, you’re adding effort. While you can run your backups straight to an external hard drive, the fact is that for those of us who work primarily from notebooks and netbooks, that necessitates sitting down at a desk and letting it get itself together for a backup. The option to backup straight to a network drive removes an awful lot of the fuss.

Network Attached Storage:

As we said above, plugging something in is just one more step between you and your automatic backup, and it’s a step that can be removed if you’re willing to spend a little on some network attached storage [NAS] kit to keep you well looked after.

You can pick up a very well reviewed D-Link NAS for less than €150 :)

Before we continue, we should point out that there are all kinds of uses for a decent NAS setup, keeping a backup being just one of them. Moreover, you won’t need to use your NAS as a backup machine exclusively; you’ll be equally able to set it up as a media server or whatever else you’d like, and it should house your automatic backups without any more prompting from you… as long as you keep on eye on your free space and how much you let both backups and media consume.

Anyway, before we get entirely ahead of ourselves, a NAS setup will essentially just present itself as a drive (or a series of drives, depending on how you set it up) on your network. If you plug it into a wireless router then the various different machines around your household network should pick it all up just fine. From there, it’s just a question of setting up True Image (or any other backup software you’ve opted to go with) so that it’ll point towards those network drives…

The real bonus here is that a NAS setup will let you backup over your wireless network, meaning that all you really have to do to let your notebook automatically update your backup is remember to keep it charging overnight and schedule your backups accordingly.

It’s a relatively simple thing to arrange and get working, but it can be a little time consuming. Still, the ability to rest assured that your backups will look after themselves as long as you leave your machine within shouting distance of your house is a fairly welcome one.

If you’re suitably impressed then you might want to check out D-Link’s DNS323 NAS box, which comes very highly recommended by those of our customers who’ve bought it and comes in at around the €147 mark.

In the coming week or two we’ll be posting another How To on building your own NAS box… so these two should talk to each other nicely.

Mac Users:

For Mac users, things are both a little simpler and a little more complicated. Setting your machine up to manage a backup automatically is relatively simple, and Mac OS (from 10.5 upwards) will allow you to do so via the Time Machine function.

Still, you’ll find that Time Machine is generally unhappy when it comes to talking to external devices, because it prefers everything to be in its own format (HFS, unless we’re very much mistaken). While it’s not too hard a thing to do to reformat a drive into HFS (simply plug in the drive, open Disk Utility and select “Erase” click “format” and then select “Mac OS Extended (journaled)” and it’ll sort that out for you), it does wipe the contents of that drive, so you’ll have to be working with an empty drive to begin with.

Disk Utility will let you format to Mac OS Extended (journaled) as necessary

From there though, you can back up to that drive as part of a NAS if you’re so inclined. While Apple will advocate the use of a Time Capsule, the fact is that that’s essentially what the Time Capsule amounts to, an admittedly very good looking NAS setup.

Still, Time Machine itself is relatively easy to use, though we’d advise against using its “Hourly Backups” option, since it just seems to be a little bit over the top.

Keeping it Elsewhere:

One of the things that people tend not to really think about once they’ve got their backup is that you really shouldn’t be keeping your backup and your original too close together. While it might seem as though a home backup could probably afford to be a little less secure than one you’d use for business, the fact remains that you’d do well to store your home backup somewhere offsite.

Even Google's cloud storage options favour the 'Post us a HDD' option ;)

There are a few ways to do it, and they range from the online to the offline, but the fact is that online backups are a topic all their own. Indeed, if you’re at all interested you’d do well to take a look at Cian McMahon’s piece on online backups; it gives a decent and well rounded impression of what’s available at the moment as well as just how well you can expect them to perform.

The other, exceedingly simple, piece of advice comes to us through an engineer who’s no stranger to the Komplett office whose stock piece of advice whenever anyone is considering a large scale data transfer is:

“Never underestimate the bandwidth of a car boot full of tapes.”

Admittedly, in most cases this is going to be translated into something along the lines of,

“Never underestimate the bandwidth of a hard drive in a coat pocket,”

but the point still stands. The easiest, and often cheapest, way to keep an off-site backup is to just physically copy your backup to another disc or an external drive and bring it somewhere else

Closing:

So, when all’s said and done, what have we learned? Well, fundamentally that once you’ve set it up, an automated backup is a pretty much vital utility that should essentially run itself, without any real interference from you.

Disks will still fail, nothing is foolproof, but having a backup is safer :)

Of course, how secure your backup is will always, to some extent, come down to where it is. If your house is prone to flooding, then you’re always going to be better off keeping your drive elsewhere once you’ve done your weekly backup. Nothing is ever going to be entirely fail-proof, but the odds are against multiple drives in multiple locations failing all at once.

Will making all of your backups automatic mean you’ll always have an up to date backup just as something goes wrong? Likely not, but it will ensure you have a recoverable backup up to the point of your most recent update, whether that’s a week or a month ago. No system is perfect, but it’s infinitely better to have something in place that takes a little while to set up and has relatively little upkeep than to just hope that nothing goes wrong.

If all of this seems overkill, well, maybe it is, but it’s essentially the setup that I’m running at the moment, and for the most part it means I simply don’t have to worry about data loss. Should a drive fail, I’m never further from a complete restore than the delivery time for a new drive.

  • nutterguy

    Right, where to start…
    Windows Vista/7 users running home versions can use the excellent built in (and obviously free) backup system to backup to external disks.
    Windows Vista/7 Pro/Ultimate users can also backup to a network location which is very handy if you have one (this is where the NAS comes in).

    I really think if your talking about backup Windows home server deserves a plug as well, I have had one running for almost a year now and even if all it did was backup my network it is brilliant, thankfully it does a LOT more.
    It automatically wakes my machines one by one every night, backs up only what has changed in a few mins and shuts them down again.
    It keeps a backup for every day of the last week, every fortnight after that and every month after that.
    Works for with all versions of windows and also Macs as well if that’s your thing.

  • nutterguy
  • http://www.komplettblog.ie admin

    Marc: We’re actually looking to include some more detail on Windows Home Server when we do the Build Your Own NAS piece, which will include a fair bit of detail on building a home server :)

    You’re totally correct to say that Windows 7′s built-in backup arrangement is superb too, but this is more for people who aren’t using Windows 7 (something I’ll edit in as an update ;) )

    Excellent comment though, it’s comments like yours that really reaffirm why we have comments open here; no article will contain EVERYTHING relevant, but if you’re lucky the comments will provide extra, useful content…

    It’s an excellent resource :)

  • nutterguy

    Excellent I’ll be really looking forward to that WHS post, it’s a real shame that pre-built Home Servers are not easier to acquire here on this side of the Atlantic. (hint hint)
    Still I built mine for about ?320 using:
    A very efficient E5200 Core2 CPU (similar: http://www.komplett.ie/k/ki.aspx?sku=482983)
    Two of Western Digital’s finest 1.5Tb drives + some other old HDs
    An old case (and duck tape :-]) I had lying about, a ?40 motherboard and a 2Gb stick of ram.
    Ran it first with the 180 day WHS trial, bought the full version about 2 months later from ebay.

  • http://www.komplettblog.ie admin

    Sounds good! The last home server build we did came in at around ?250, but we weren’t allowed use tape in the case and it didn’t boast quite the 3TB capacity ;)

    I have to ask though, are you running it as 3TB of storage or just a 1.5TB RAID for redundancy?

  • nutterguy

    I’m running 4Tb actually I had two spare 500Gb drives that I ripped out of my NAS when I realised that the Home server was better.
    Then I have two external WD 1Tb drives backing up important stuff.
    All but one of the 500Gb drives are added to the storage pool, so it works out at about 3.2Gb of storage.
    The second internal 500Gb is used to backup the OS partition and as a cache disk.
    It’s used for downloading, streaming, hosting, backing up 3 computers and other things like converting or uploading that may take a while.

    All the content is shared through library’s/shares/music streaming.

    It’s been running 24/7 for 3 and a bit weeks since the last restart, I restart it occasionally to run a thorough check-disk, that takes about a day…
    What to know anything else? You know where to find me :-)

  • sdfbsdfbsdfb

    It seems more like this article was designed to sell NAS systems than it was meant to actually teach anything. There are pretty much no instructions on the process of setting up an automatic backup beyond “use Acronis, buy our NAS.” This was just a way for you to do more advertisement and did not actually fulfil the “How To” part of the entry’s title.

  • http://www.komplettblog.ie admin

    Sorry you feel that way about it, I’m just detailing what I’ve found to be a very effective backup solution. The biggest reason there’s no very firm instruction set there is that, as I said in the post, Acronis will hold your hand the whole way through…

    It’s simple enough that a blog post including instructions would have basically just said, “Now, click the ‘Start Backup’ button,” and so we got into discussion of hardware that would make the process easier, in which case a solid NAS has been a godsend for me, at least.

    It’s also why we’ll be running a piece on building your own NAS/Home Server in the next week or two. We know not everyone will want to shell out for a NAS, but some will consider building one… especially if they already have some of the parts available to them ;) It’s a lot cheaper and can be handier.

  • sdfbsdfbsdfb

    Ah well, thats fair enough I suppose. I apologise for my comment. I understand why specific instructions are probably not needed and why you covered the points you did. I have changed my mind and feel that your post was justified.

    So I apologise and I retract my allegations of “promotional strategy deployment” against you.

  • nutterguy

    Considering that Komplett don’t actually even sell Acronis software I think it’s a bit much to assume that this specific article is pushing you into buying anything, or recommending inferior products.

    Then again I think 80%+ people will be fine with windows built-in backup and an external hard drive.

    Also speaking from personal experience I think that spending over ?150 on a NAS is a waste of money that would be FAR better spent on a small windows home server. Also if anyone wants to buy a second hand NAS give me a shout! :-]

  • Calum

    FWIW, you don’t have to reformat a drive/partition to HFS+ to work with Time Machine. TM can back up to any mounted filesystem, as network backups are stored as disk image files (like ISO files, but HFS-formatted).

    Also, apart from the fact you don’t really have any choice but to use Time Machine’s hourly backup “option” (it’s not an option, unless you download some third-party software or fiddle with its configuration directly on the command line), I’d recommend keeping it. Time Machine backups are very disk space efficient, and it’s not the first time I’ve had to recover a document from two or three hours ago. After the initial backup, which is obviously huge and can take all day over a wireless connection, the hourly incremental backups are typically a few megabytes each and barely noticeable.

  • http://www.komplettblog.ie admin

    Strange, it could just be that I’m used to using Time Machine under leopard (as I was when I went through all the setup on mine) but it failed to backup every time I started until I formatted in HFS. Very pleased to hear it’s no longer the case :)

  • http://www.komplettblog.ie/build-your-own-file-server-2/ Build Your Own File Server | Komplett Blog

    [...] If you’re curious about using FreeNAS and Acronis then you can check out our blog on using Acronis to set up an automatic backup. [...]