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GFI White Paper

   How to create a complex and
     secure backup strategy
    Data is the lifeblood of every organization and business.
Data theft and data loss through negligence or hardware failure
can cause irreparable damage if the data is not easily retrievable.
  That is why making regular backups of an organization’s data
     is so important. This white paper shows administrators
      how to create a complex and secure backup strategy
           and how GFI BackUp™ can be used to do so.
Contents
                 Introduction                        3
                 Getting there                       3
                 One approach                        3
                 Do you require versioning?          3
                 Workaround                          4
                 Conclusion                          5
                 About GFI®                          6




How to create a complex and secure backup strategy       2
Introduction
Nobody likes to back up their data, but the reality is that hard drive failure or other types of disaster (natural
or not) are something that we need to be prepared for at any time. What better way of being prepared for a
disaster than having an up-to-date backup of your data?
A good backup plan will not only ensure that you have your data in a safe place when disaster strikes, but it
will reduce the time you spend restoring that data to a minimum. It should also allow you to easily restore
only certain files from your backup without the need to restore the entire backup for non-disaster recovery
scenarios, such as when files that you actually need are accidentally deleted.

Getting there
The first step in creating a backup plan is identifying what data needs to be backed up and establishing how
important that data is. For example, files that you want to keep forever, such as family photos or business
plans, are topmost priority. Your documents or application data such as emails and files that you use every
day in your work, are also important. Most likely, in this category you will have pretty small amounts of data,
which could be backed up every day. On the other hand, there are music or video files that are easy to retrieve
if lost, or other applications that don’t create or maintain data files and can be easily reinstalled and be ready
for use. Usually it is this type of data that takes up most space on your hard drive and can be backed up less
frequently.
After you have established the priorities in terms of “what needs to be backed up”, you will need to choose
“where to back up”. There is a great variety of media to choose from so we won’t go into details here, but you
need to keep in mind that important data needs to be backed up on reliable media, and data that needs to
be restored quickly should be backed up on media that provides high data transfer speeds.
So how do we ensure that GFI BackUp will keep our backups up-to-date while taking up the least amount of
space possible, but at the same time will make restoration a fast process?

One approach
Along with the different types of backups that can be created with GFI BackUp, such as incremental backups
or stack backups that keep multiple versions of your files, the scheduling engine is very important as it ensures
that regular backups of your data will be made automatically without your intervention.
For instance, a simple backup strategy for your important files could start with incremental backups that run
once a day. To keep things simple and fast, this task would create non-compressed backups of your files. A
backup task with the replace and incremental options which runs from Monday to Friday after working hours,
would ensure that at the end of the week’s working days you would have all the changed files in a single
destination location, such as another hard drive or LAN share.
The main advantages of this approach is that after the first full backup is taken, subsequent backups are
incremental, which means that only the new or modified files will be transferred, thus the backup operation
takes less time. The other advantage is that changed files are overwritten in the destination, thus the backup
takes less space.

Do you require versioning?
You need to keep in mind that as this type of backup doesn’t maintain versions of your files, if you changed
one file on Monday and then on Tuesday you changed the same file, you won’t be able to restore the file back
to as it was on Monday. But maybe you don’t actually need this level of versioning and one file version per
week is enough for you. In this case you could expand the backup strategy by creating another task with GFI
BackUp.
This task would be created with the stack option, set to keep four or more versions of your files. This task
could be scheduled to run every Friday, after the previous task. Since you already have files backed up by the
previous task to another hard drive or LAN share, you could configure the new task to create backups from


How to create a complex and secure backup strategy                                                                   3
that location to an FTP location, for offsite storage. You could also use tape drives instead of an FTP server, but
ideally those tape drives should be moved to an offsite location.
Now let’s see what we have achieved with a simple backup plan like this. First, at the end of the week you
have your important files backed up to another hard drive or LAN location. This is useful because it allows
you to restore the files quickly in case of accidental loss, but the downside is that the backups are onsite and
should a disaster like fire or flood occur, your backups could also be destroyed. However, since another backup
task that runs every Friday is creating copies of the already backed up files to an offsite location, you should be
much more secure.
Besides, the second task is also keeping four versions of the files, so you will always have a month’s work
available for restore. The diagram below demonstrates how the two tasks described above created with GFI
BackUp will create backups over a two week period. As stated above, the second task will keep four versions of
your files, but since it will work in the exact same way every week, it is enough if we display only the first two
weeks in our diagram.




Figure 1


Workaround
Although at the moment GFI BackUp does not create incremental backups while at the same time keeping
versions of your files in the task’s destination, there is a little “hack” that you could use.
The first task, that creates incremental backups, could be set to create ZIP compressed backup archives. In
this case, older files are not actually replaced in the destination, but new archives containing only the new
or changed files are created each time the task is run. The downside is that although you have chosen to
compress your files, it is not certain that you will actually save space in your task’s destination. This depends on
the number of files that are added or changed every day in the source and on their sizes.
We have implemented ZIP compressed incremental backups like this because if we were to add/replace



How to create a complex and secure backup strategy                                                                 4
new/changed archives in the original full archive, the incremental backup would have taken much more
time – basically the original full archive would have been updated every time a new or modified file needed
to be added to it and that can take lots of time. And let’s not forget that this is one of the main advantages of
incremental backups – that they take little time to complete.
Please note that when restoring with GFI BackUp from such a backup, only the newest versions of your files
are restored. But now the “hacking” comes into play: if you really need to restore an older version of one of
your files, you can manually check in which of the incremental archives that file is contained and manually
restore it. Although this may be tedious work, it’s good to know that there exists a method of doing what you
need to do to restore your data. This is why GFI BackUp is great when creating compressed archives: it uses a
non-proprietary archive format – ZIP64 – which means that you can restore files from your backups without
having to install GFI BackUp. You can use any tool that is capable of opening ZIP64 archives to access and
extract your files.
Now that task 1 has been dealt with and we will have different versions of our files in its destination, maybe
it’s not necessary for the second task to keep different versions in its remote destination. So let’s optimize
the speed and disk space requirements in the destination of task 2: instead of the stack option, we can use
the replace with incremental options. Basically, at the end of the first week, task 2 will transfer the full backup
archive and four incremental archives created by task 1 to the remote location. At the end of the second week,
task 2 will transfer only the incremental archives created by task 1 in that week. This is because the archives
created in the first week are already transferred to the remote location and since task 2 is created with the
incremental option, it will detect that there are no changes made to those archives in the LAN destination
of task 1. As a result, there is no need to transfer those archives again, thus saving time and disk space in the
remote location.
Taking into consideration what is described above, the backup strategy would now look like this for weeks 1
and 2 (for weeks 3 and 4 it will look exactly like week 2):




Figure 2


Conclusion
We have presented here only two possible backup scenarios using GFI BackUp, but as you can guess, there
are numerous possibilities of combining different task settings in order to achieve your goals. All you need to
do is be sure of what you need to obtain and be aware of the advantages and disadvantages of each backup
option that GFI BackUp offers.
For more information about GFI BackUp please visit: http://www.gfi.com/backup-software-for-business
How to create a complex and secure backup strategy                                                                  5
About GFI
GFI Software provides web and mail security, archiving, backup and fax, networking and security software
and hosted IT solutions for small to medium-sized enterprises (SMEs) via an extensive global partner
community. GFI products are available either as on-premise solutions, in the cloud or as a hybrid of both
delivery models. With award-winning technology, a competitive pricing strategy, and a strong focus on the
unique requirements of SMEs, GFI satisfies the IT needs of organizations on a global scale. The company has
offices in the United States (North Carolina, California and Florida), UK (London and Dundee), Austria, Australia,
Malta, Hong Kong, Philippines and Romania, which together support hundreds of thousands of installations
worldwide. GFI is a channel-focused company with thousands of partners throughout the world and is also a
Microsoft Gold Certified Partner.
More information about GFI can be found at http://www.gfi.com.




How to create a complex and secure backup strategy                                                               6
USA, CANADA AND CENTRAL AND SOUTH AMERICA
15300 Weston Parkway, Suite 104, Cary, NC 27513, USA
Telephone: +1 (888) 243-4329
Fax: +1 (919) 379-3402
ussales@gfi.com



UK AND REPUBLIC OF IRELAND
Magna House, 18-32 London Road, Staines, Middlesex, TW18 4BP, UK
Telephone: +44 (0) 870 770 5370
Fax: +44 (0) 870 770 5377
sales@gfi.co.uk



EUROPE, MIDDLE EAST AND AFRICA
GFI House, San Andrea Street, San Gwann, SGN 1612, Malta
Telephone: +356 2205 2000
Fax: +356 2138 2419
sales@gfi.com



AUSTRALIA AND NEW ZEALAND
83 King William Road, Unley 5061, South Australia
Telephone: +61 8 8273 3000
Fax: +61 8 8273 3099
sales@gfiap.com




Disclaimer

© 2011. GFI Software. All rights reserved. All product and company names herein may be trademarks of their respective owners.

The information and content in this document is provided for informational purposes only and is provided “as is” with no warranty of any kind, either express or implied, including but
not limited to the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. GFI Software is not liable for any damages, including any consequential
damages, of any kind that may result from the use of this document. The information is obtained from publicly available sources. Though reasonable effort has been made to ensure the
accuracy of the data provided, GFI makes no claim, promise or guarantee about the completeness, accuracy, recency or adequacy of information and is not responsible for misprints, out-
of-date information, or errors. GFI makes no warranty, express or implied, and assumes no legal liability or responsibility for the accuracy or completeness of any information contained in
this document.

If you believe there are any factual errors in this document, please contact us and we will review your concerns as soon as practical.

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Data Backups

  • 1. GFI White Paper How to create a complex and secure backup strategy Data is the lifeblood of every organization and business. Data theft and data loss through negligence or hardware failure can cause irreparable damage if the data is not easily retrievable. That is why making regular backups of an organization’s data is so important. This white paper shows administrators how to create a complex and secure backup strategy and how GFI BackUp™ can be used to do so.
  • 2. Contents Introduction 3 Getting there 3 One approach 3 Do you require versioning? 3 Workaround 4 Conclusion 5 About GFI® 6 How to create a complex and secure backup strategy 2
  • 3. Introduction Nobody likes to back up their data, but the reality is that hard drive failure or other types of disaster (natural or not) are something that we need to be prepared for at any time. What better way of being prepared for a disaster than having an up-to-date backup of your data? A good backup plan will not only ensure that you have your data in a safe place when disaster strikes, but it will reduce the time you spend restoring that data to a minimum. It should also allow you to easily restore only certain files from your backup without the need to restore the entire backup for non-disaster recovery scenarios, such as when files that you actually need are accidentally deleted. Getting there The first step in creating a backup plan is identifying what data needs to be backed up and establishing how important that data is. For example, files that you want to keep forever, such as family photos or business plans, are topmost priority. Your documents or application data such as emails and files that you use every day in your work, are also important. Most likely, in this category you will have pretty small amounts of data, which could be backed up every day. On the other hand, there are music or video files that are easy to retrieve if lost, or other applications that don’t create or maintain data files and can be easily reinstalled and be ready for use. Usually it is this type of data that takes up most space on your hard drive and can be backed up less frequently. After you have established the priorities in terms of “what needs to be backed up”, you will need to choose “where to back up”. There is a great variety of media to choose from so we won’t go into details here, but you need to keep in mind that important data needs to be backed up on reliable media, and data that needs to be restored quickly should be backed up on media that provides high data transfer speeds. So how do we ensure that GFI BackUp will keep our backups up-to-date while taking up the least amount of space possible, but at the same time will make restoration a fast process? One approach Along with the different types of backups that can be created with GFI BackUp, such as incremental backups or stack backups that keep multiple versions of your files, the scheduling engine is very important as it ensures that regular backups of your data will be made automatically without your intervention. For instance, a simple backup strategy for your important files could start with incremental backups that run once a day. To keep things simple and fast, this task would create non-compressed backups of your files. A backup task with the replace and incremental options which runs from Monday to Friday after working hours, would ensure that at the end of the week’s working days you would have all the changed files in a single destination location, such as another hard drive or LAN share. The main advantages of this approach is that after the first full backup is taken, subsequent backups are incremental, which means that only the new or modified files will be transferred, thus the backup operation takes less time. The other advantage is that changed files are overwritten in the destination, thus the backup takes less space. Do you require versioning? You need to keep in mind that as this type of backup doesn’t maintain versions of your files, if you changed one file on Monday and then on Tuesday you changed the same file, you won’t be able to restore the file back to as it was on Monday. But maybe you don’t actually need this level of versioning and one file version per week is enough for you. In this case you could expand the backup strategy by creating another task with GFI BackUp. This task would be created with the stack option, set to keep four or more versions of your files. This task could be scheduled to run every Friday, after the previous task. Since you already have files backed up by the previous task to another hard drive or LAN share, you could configure the new task to create backups from How to create a complex and secure backup strategy 3
  • 4. that location to an FTP location, for offsite storage. You could also use tape drives instead of an FTP server, but ideally those tape drives should be moved to an offsite location. Now let’s see what we have achieved with a simple backup plan like this. First, at the end of the week you have your important files backed up to another hard drive or LAN location. This is useful because it allows you to restore the files quickly in case of accidental loss, but the downside is that the backups are onsite and should a disaster like fire or flood occur, your backups could also be destroyed. However, since another backup task that runs every Friday is creating copies of the already backed up files to an offsite location, you should be much more secure. Besides, the second task is also keeping four versions of the files, so you will always have a month’s work available for restore. The diagram below demonstrates how the two tasks described above created with GFI BackUp will create backups over a two week period. As stated above, the second task will keep four versions of your files, but since it will work in the exact same way every week, it is enough if we display only the first two weeks in our diagram. Figure 1 Workaround Although at the moment GFI BackUp does not create incremental backups while at the same time keeping versions of your files in the task’s destination, there is a little “hack” that you could use. The first task, that creates incremental backups, could be set to create ZIP compressed backup archives. In this case, older files are not actually replaced in the destination, but new archives containing only the new or changed files are created each time the task is run. The downside is that although you have chosen to compress your files, it is not certain that you will actually save space in your task’s destination. This depends on the number of files that are added or changed every day in the source and on their sizes. We have implemented ZIP compressed incremental backups like this because if we were to add/replace How to create a complex and secure backup strategy 4
  • 5. new/changed archives in the original full archive, the incremental backup would have taken much more time – basically the original full archive would have been updated every time a new or modified file needed to be added to it and that can take lots of time. And let’s not forget that this is one of the main advantages of incremental backups – that they take little time to complete. Please note that when restoring with GFI BackUp from such a backup, only the newest versions of your files are restored. But now the “hacking” comes into play: if you really need to restore an older version of one of your files, you can manually check in which of the incremental archives that file is contained and manually restore it. Although this may be tedious work, it’s good to know that there exists a method of doing what you need to do to restore your data. This is why GFI BackUp is great when creating compressed archives: it uses a non-proprietary archive format – ZIP64 – which means that you can restore files from your backups without having to install GFI BackUp. You can use any tool that is capable of opening ZIP64 archives to access and extract your files. Now that task 1 has been dealt with and we will have different versions of our files in its destination, maybe it’s not necessary for the second task to keep different versions in its remote destination. So let’s optimize the speed and disk space requirements in the destination of task 2: instead of the stack option, we can use the replace with incremental options. Basically, at the end of the first week, task 2 will transfer the full backup archive and four incremental archives created by task 1 to the remote location. At the end of the second week, task 2 will transfer only the incremental archives created by task 1 in that week. This is because the archives created in the first week are already transferred to the remote location and since task 2 is created with the incremental option, it will detect that there are no changes made to those archives in the LAN destination of task 1. As a result, there is no need to transfer those archives again, thus saving time and disk space in the remote location. Taking into consideration what is described above, the backup strategy would now look like this for weeks 1 and 2 (for weeks 3 and 4 it will look exactly like week 2): Figure 2 Conclusion We have presented here only two possible backup scenarios using GFI BackUp, but as you can guess, there are numerous possibilities of combining different task settings in order to achieve your goals. All you need to do is be sure of what you need to obtain and be aware of the advantages and disadvantages of each backup option that GFI BackUp offers. For more information about GFI BackUp please visit: http://www.gfi.com/backup-software-for-business How to create a complex and secure backup strategy 5
  • 6. About GFI GFI Software provides web and mail security, archiving, backup and fax, networking and security software and hosted IT solutions for small to medium-sized enterprises (SMEs) via an extensive global partner community. GFI products are available either as on-premise solutions, in the cloud or as a hybrid of both delivery models. With award-winning technology, a competitive pricing strategy, and a strong focus on the unique requirements of SMEs, GFI satisfies the IT needs of organizations on a global scale. The company has offices in the United States (North Carolina, California and Florida), UK (London and Dundee), Austria, Australia, Malta, Hong Kong, Philippines and Romania, which together support hundreds of thousands of installations worldwide. GFI is a channel-focused company with thousands of partners throughout the world and is also a Microsoft Gold Certified Partner. More information about GFI can be found at http://www.gfi.com. How to create a complex and secure backup strategy 6
  • 7. USA, CANADA AND CENTRAL AND SOUTH AMERICA 15300 Weston Parkway, Suite 104, Cary, NC 27513, USA Telephone: +1 (888) 243-4329 Fax: +1 (919) 379-3402 ussales@gfi.com UK AND REPUBLIC OF IRELAND Magna House, 18-32 London Road, Staines, Middlesex, TW18 4BP, UK Telephone: +44 (0) 870 770 5370 Fax: +44 (0) 870 770 5377 sales@gfi.co.uk EUROPE, MIDDLE EAST AND AFRICA GFI House, San Andrea Street, San Gwann, SGN 1612, Malta Telephone: +356 2205 2000 Fax: +356 2138 2419 sales@gfi.com AUSTRALIA AND NEW ZEALAND 83 King William Road, Unley 5061, South Australia Telephone: +61 8 8273 3000 Fax: +61 8 8273 3099 sales@gfiap.com Disclaimer © 2011. GFI Software. All rights reserved. All product and company names herein may be trademarks of their respective owners. The information and content in this document is provided for informational purposes only and is provided “as is” with no warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. GFI Software is not liable for any damages, including any consequential damages, of any kind that may result from the use of this document. The information is obtained from publicly available sources. Though reasonable effort has been made to ensure the accuracy of the data provided, GFI makes no claim, promise or guarantee about the completeness, accuracy, recency or adequacy of information and is not responsible for misprints, out- of-date information, or errors. GFI makes no warranty, express or implied, and assumes no legal liability or responsibility for the accuracy or completeness of any information contained in this document. If you believe there are any factual errors in this document, please contact us and we will review your concerns as soon as practical.