Backups

Reddit Discussion

There are two types of people:

Any data you own that you haven’t backed up is data that could be gone at any moment, forever. Here we will cover some good backup basics and the pitfalls of some approaches.

3-2-1 Rule

The 3-2-1 rule is a general recommended strategy for backing up your data. It state that you should have:

The main idea behind this recommendation is not to put all your eggs in one basket. Having 2 different devices/disks ensures that a single hardware failure doesn’t take away all your data. Similarly, if you store your only backup at home and the house burns down or gets robbed you lose everything, that’s what the offsite copy is there for. Onsite backups give you availability and speed, offsite give you the resiliency should a disaster happen.

Testing your backups

An common pitfall when performing backups is blindly trusting whatever the system says it’s doing and not verifying that the data can be properly recovered. Toy Story 2 was almost lost and their backups were not working, luck ended up saving them.

Versioning

You should understand that RAID is not a backup, and in general mirroring is not a backup solution. Simply syncing your files somewhere does not help in many scenarios such as:

If the changes on your data propagate to the backup then you won’t be able to recover in these scenarios. Note that this is the case for a lot of cloud storage solutions like Dropbox, Google Drive, One Drive, &c. Some of them do keep deleted data around for short amounts of time but usually the interface to recover is not something you want to be using to recover large amounts of files.

A proper backup system should be versioned in order to prevent this failure mode. By providing different snapshots in time one can easily navigate them to restore whatever was lost. The most widely known software of this kind is macOS Time Machine.

Deduplication

However, making several copies of your data might be extremely costly in terms of disk space. Nevertheless, from one version to the next, most data will be identical and needs not be transferred again. This is where data deduplication comes into play, by keeping track of what has already been stored one can do incremental backups where only the changes from one version to the next need to be stored. This significantly reduces the amount of space needed for backups beyond the first copy.

Encryption

Since we might be backing up to untrusted third parties like cloud providers it is worth considering that if you backup your data is copied as is then it could potentially be looked by unwanted agents. Documents like your taxes are sensitive information that should not be backed up in plain format. To prevent this, many backup solutions offer client side encryption where data is encrypted before being sent to the server. That way the server cannot read the data it is storing but you can decrypt it with your secret key.

As a side note, if your disk (or home partition) is not encrypted, then anyone that get ahold of your computer can manage to override the user access controls and read your data. Modern hardware supports fast and efficient read and writes of encrypted data so you might want to consider enabling full disk encryption.

Additional considerations

Some other things you may want to look into are:

Webservices

Not all the data that you use lives on your hard disk. If you use webservices then it might be the case that some data you care about is stored there such as Google Docs presentations or Spotify playlists. An easy one to forget are email accounts with web access such as Gmail. However there are tools available to download the email files to your computer such as gmvault. Figuring out a backup solution in scenario is somewhat trickier. Nevertheless, most of these services offer you the possibility to download that data, either directly or through a web API.

Webpages

Similarly, some high quality content can be found online in the form of webpages. If said content is static one can easily back it up by just saving the website and all of its attachments. Another alternative is the Wayback Machine, a massive digital archive of the World Wide Web managed by the Internet Archive, a non profit organization focused on the preservation of all sorts of media. The Wayback Machine allows you to capture and archive webpages being able to later retrieve all the snapshots that have been archived for that website. If you find it useful, consider donating to the project.

Resources

Some good backup programs and services we have used and can honestly recommend:

Exercises

  1. Consider how you are (not) backing up your data and look into fixing/improving that.

  2. Figure out how to backup your email accounts

  3. Choose a webservice you use often (Spotify, Google Music, &c) and figure out what options for backing up your data are. Often people have already made tools (such as youtube-dl) solutions based on available APIs.

  4. Think of a website you have visited repeatedly over the years and look it up in archive.org, how many versions does it have?

  5. One way to efficiently implement deduplication is to use hardlinks. Whereas symbolic link (also called soft link) is a file that points to another file or folder, a hardlink is a exact copy of the pointer (it uses the same inode and points to the same place in the disk). Thus if the original file is removed a symlink stops working whereas a hard link doesn’t. However, hardlinks only work for files. Try using the command ln to create hard links and compare them to symlinks created with ln -s. (In macOS you will need to install the gnu coreutils or the hln package).


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