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April 2007

Vista's New Backup and Restore Technologies

Robust yet easy-to-use data protection features that even your mom can use
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SideBar    Vista Backup and Recovery Checklist

Data protection is a necessary evil of the computing world. If the fact that most PC data is stored on magnetic platters spinning in excess of 7,000rpm while read/write heads float about 3 millionths of an inch above the media surface isn't enough motivation for frequent backups, perhaps your user's penchant for overwriting the big presentation will serve as a reminder of the importance of data protection. Backups that you're diligent enough to perform today might save your proverbial behind in the not too distant future.

IT shops have traditionally used NTBackup to back up desktop data and system information. First appearing in Windows NT 3.1, NTBackup was originally a limited version of a commercial backup application from Seagate Technology, which became Veritas Software and recently, through acquisition, Symantec. Although NTBackup might not seem elegant, its beauty lies in its simplicity and its price, especially for small-to-midsized businesses (SMBs). Many system administrators have used NTBackup and its companion Removable Storage Manager (RSM) to create effective backup and recovery strategies for both workstations and servers.

So, if NTBackup is such a solid performer and has met the backup needs of thousands of IT shops, why is Microsoft supplanting it in Vista? The short answer is that Microsoft wants users to be able to efficiently back up and, if necessary, restore their own systems. To make the backup and recovery processes more useful (and forgiving) to the masses, some of the functionality had to be traded for ease of use. So, instead of repackaging the old backup technology, Microsoft built Vista's new backup capabilities from the ground up and effectively leveraged proven technologies to create robust yet easy-to-use data protection features that even your mom can use.

Vista's new backup and recovery capabilities should provide for better end-user self-sufficiency, which might make administrators and power users feel slightly abandoned. However, if you take the time to learn about the new tools and how to leverage them, you'll likely embrace their simplicity.

The Big Picture
Vista provides two general backup-and-restore methods: Basic File Backup and Restore, which protects users' data, and Windows Complete Backup and Restore, which ensures full system recoverability. Additional data and system protection is afforded through the Shadow Copy and System Restore functionality.

With the exception of Shadow Copy, all backup and restore activities take place in the Backup and Restore Center, which Figure 1 shows. Wizards are available to step even the most novice users through the tasks required to perform effective backups. The processes for defining and executing backups are, at first glance, overly simplistic, but the combination of automation, advanced media support, and standard file formats actually hold a great deal of promise for effective data protection on user workstations.

Basic File Backup and Restore
Basic File Backup and Restore protects user data files, such as documents, pictures, and email messages. This operation doesn't back up program files, OS files, temporary files, and profile settings. Nor does it back up the data that resides in Encrypting File System (EFS) or a FAT file system. Supported media for file backups include CD-R, DVD-R, secondary hard disks (either internal or external, including USB and FireWire), and network drives. Tapes are no longer supported as backup media.

To perform a file backup operation, you need to open the Backup and Restore Center by selecting All Programs on the Start menu, then choosing Maintenance. Alternatively, you can access the center through the Control Panel System and Maintenance applet. In the Backup and Restore Center, click the Back up files button. In the list of available backup media, choose the appropriate hard disk, CDR, DVD-R, or network target, then click Next. You'll be prompted to pick the categories (e.g., Documents, Music, Videos) for the files you want to back up. Note that unlike NTBackup, Basic File Backup and Restore doesn't let you pick individual files or directories to back up. This is part of Microsoft's efforts to save users from themselves. Although it might drive some administrators crazy, the default selections ensure that users don't inadvertently exclude their most important data from the backup operation.

After selecting the file categories, you're prompted with scheduling options. The wizard forces you to create a backup schedule, which is another measure designed to user-proof the backup operation. By default, the backup settings you specify through the wizard are saved and used for all scheduled and all manually run backups until you say otherwise. If you want to alter the schedule, backup media, or file categories, you need to click the Change settings option under the Back up files button in the Backup and Restore Center, then click the Change backup settings option in the Backup Status and Configuration dialog box.

If you don't want file backups to automatically run, you can turn off this functionality by disabling the Automatic backup option at the bottom of the Backup Status and Configuration dialog box. However, if you later change a backup setting, the automatic backup functionality is re-enabled by default.

During file backups, Vista uses the Volume Shadow Copy Service (VSS) to take a snapshot of the files targeted for backup, even if those files are open. Vista saves the shadow copy versions of the files to the specified backup media in a compressed-file format (i.e., in .zip files). Whenever a file meeting the selection criteria is updated, a complete copy of that file is saved during the next file backup, regardless of whether the backup is full or differential.

Windows Complete PC Backup and Restore
Windows Complete PC Backup and Restore creates an image-based backup of your entire system for use in the event of hardware failure or other system damage. The backup process saves everything on the system drive and other selected drives, but you can't back up the drive on which the backup image files are saved.

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