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Automated Backup Strategies

Simha Infobiz
February 15, 2024
6 min read

"Data that isn't backed up is data you don't care about." In a world of ransomware and hardware failures, reliance on manual or sporadic backups is negligence. A robust backup strategy is automated, verifiable, and redundant.

The 3-2-1 Rule

This is the golden standard of data protection:

  • 3 copies of your data (1 production, 2 backups).
  • 2 different storage media (e.g., local disk and cloud storage).
  • 1 copy located offsite (physically separate from the server).

Incremental vs. Snapshots

copying everything every night (Full Backup) is too slow for large servers.

  • Incremental Backups: Save only what changed since the last backup. Efficient but restoration requires piecing together the chain.
  • Snapshots: Filesystem-level "pictures" (like ZFS/LVM snapshots). They are instant and take zero space initially. They are excellent for quick rollbacks before updates but are NOT true backups until replicated to another device.

Testing Restores

A backup is only a potential restore. Until you have successfully restored data from it, you have Schrödinger's Backup—it might exist, or it might be a corrupted empty file. Automate "Test Restores." Scripts should periodically spin up a temporary VM, restore the backup, verify the database boots and contains data, and then report success/failure.

RPO and RTO

Define your business limits:

  • RPO (Recovery Point Objective): How much data can you lose? (e.g., "Max 4 hours"). This dictates backup frequency.
  • RTO (Recovery Time Objective): How long can you be offline? (e.g., "Max 2 hours"). This dictates your restoration method (fast disk clones vs. slow cloud downloads).

Align your technical strategy with these business requirements.

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