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CYA: Covering Your
Ass(ets) with Data Backup
Systems
by
Ross L. Kodner, Esq.
©1998 All Rights Reserved
When a group of lawyers talk technology, the topics are
usually more scintillating than "backups." In animated fashion,
with more than occasional one-upmanship involved, the conversation is
peppered with comparisons of the speed of the latest Pentium laptops they’ve
bought, or how long their laptop batteries last, or how big their laptop
screens are. Never, ever would you overhear such a group bragging about
the alternating backup cycle they use or their "hot" new DLT
(digital linear tape) backup system. Why? Because backup is really BORING!
Even if they might not make it a
cocktail party topic, lawyers should spend far more time at least thinking
about backup systems. One can just imagine future malpractice suits
brought by clients angry about their lawyers failing to adequately protect
client data by proper use of backup systems. It is shocking how many
lawyers and their entire firms, for that matter, do not have
"adequate" data backup systems and procedures in place. The
"it can’t happen to us" mentality seems to rule--which of
course absolutely flies in the face and defies the inevitability of Mr.
Murphy’s famous law.
Now, let’s define what "backup" is and then
we can explore what constitutes "adequate" backup. The process
of backing up one’s system simply means making a copy of the contents of
one’s hard drive onto some other storage medium. In the event of a
failure of your regular hard drive, the idea is that you can restore or
rebuild your programs and your data--your documents, your calendar
entries, your e-mail, your billing data, your conflicts information--by
copying the information you previously saved onto a new or repaired hard
drive. Pretty simple, isn’t it?
As to doing it, there are lots of different media types
onto which you can backup your information. You can backup onto floppy
disks (really slow and cumbersome, so much so that you will probably never
do it), tape backup drives (usually reliable and can run automatically in
the middle of the night), other hard drives in your PC or somewhere on
your firm’s network, to a removable drive system like Iomega’s Zip or
Jaz drives, Pinnacle Micro’s MO re-writable optical drives (MO stands
for magneto-optical--welcome to acronym hell!), Syquest’s Syjet drives,
or these days, even to special purpose Websites that serve as off-site
backup "vaults." There’s even a fascinating new approach
called "bit-by-bit drive image copying" made possible by
software called Ghost from Innovative Data (www.ghostsoft.com),
DriveCopy from Powerquest (www.powerquest.com)
and Dupe It from CSC (www.corpsys.com).
So there are LOTS of options available.
What should you backup? There are several approaches.
The best approach, bar none, is to perform a "full backup"--in
other words, take a "snapshot" picture of your entire
workstation or fileserver hard drive, protecting all programs and their
vital configuration information as well as every piece of data you’ve
created. The attraction of this approach is that in the event of the need
to recover from a total hard drive crash, you face the most obvious and
easiest restoration process. After all, the whole idea is not to backup
for backup’s sake, but to be able to restore your backed up information
when the chips are down and your practice depends on it.
An undesirable backup approach is referred to as an
"incremental" or "changed files only". The idea here
is that a full backup of a hard drive might be run weekly. In between,
each workday a backup of only those files (programs and data alike) that
have changed since the time of the last backup are in fact, backed up.
This tends to make for pretty short daily backups and on its face, that
would seem to be a good thing. But under the general theory that we only
backup so we can restore at some point, restoring from a collection of
disks or tapes containing incremental backup sessions can be
nightmarish--assembling bits and pieces of one’s system scattered across
multiple media. About as much fun as changing dirty diapers. Or actually,
much worse.
You can also perform a data-only backup, protecting just
your data files and not the programs on your system. This can be
especially efficient for users in a hurry, like laptop users where you
might protect their entire hard drives via a full backup once a month or
so and then backup the data much more often. Full backups are always the
most desirable though. This method lends itself to a copying
process--using Windows 95's Explorer or Windows 3.x’s File Manager to
select and "drag and drop" data files or entire
folders/directories from one drive to another, as an alternative to using
dedicated backup software. Laptop users tend to be the most exposed--many
NEVER backup their hard drives, even though irreplaceable critical client
data is at stake. Copying laptop data files to a network hard drive before
leaving the office to hit the road is highly recommended--and easy enough
for a frantically busy Legal Road Warrior to manage.
There are two components you need to backup your system:
some software to control the backup process and some kind of storage
device to copy your data onto. Tape backup is the most traditional
approach. It works well, is relatively inexpensive and allows
middle-of-the-night "unattended" sessions where all you need to
do is pop that night’s backup tape into the tape backup unit, make sure
the software is "scheduled" to backup that night and home to
friends and family you go. There is backup software intended for
individual workstations and for network hard drives--the latter being a
more complex process. Examples of workstation backup software included
Cheyenne’s Backup for Windows 95 (www.cheyenne.com),
Seagate’s Backup Exec (www.seagate.com)
and Hewlett-Colorado’s Backup for Windows and Windows 95. These usually
come "bundled" with new tape backup units, but some can even
backup to removable cartridge hard drives like Iomega’s Jaz (1.0
gigabytes per $75-$125 dollar cartridge) and Zip drives (100 megabytes per
$9-$15 cartridge) (www.iomega.com)
or the Syquest Syjet cartridge system (1.5 gigabytes per $80-$120 dollar
cartridge) (www.syquest.com).
For networks based on Microsoft Windows NT Server or
Novell’s Netware or IntraNetware, you need heavier-duty,
network-intended software to backup special configuration files. The
benchmark product is Cheyenne’s Arcserve 6.1 for Netware and Arcserve
6.5 for Windows NT Server--industrial strength backup software that
supports all sorts of backup drives and works REALLY, REALLY quickly.
There is even a "Disaster Recovery Option" that can help you
rebuild your server without first going through the time-consuming
machinations of reinstalling your network operating system--cutting costly
down-time to an absolute minimum. Other products include Seagate’s
Backup Exec for Netware and NT. And these products are not just for big
networks--they are available for the smallest workgroups at affordable
prices--so there’s just no excuse.
The "bit-by-bit image copiers" are a whole new
animal with interesting implications for backup systems. These products
allow you to copy an entire hard drive and its contents--including DOS,
Windows 3.x, Windows 95, Windows NT and even SunOS and Unix drives to a
"master drive" as an "image file." You can then use
the software to make an exact duplicate of the "source drive"
onto a different hard drive. VERY slick. Certainly handy for setting up a
whole bunch of new PCs in the office--set up one perfectly and duplicate
to the other new PCs--huge time savings. But the same thing could be done
for backup purposes. Examples include Ghost from Innovative Data (www.ghostsoft.com),
DiskClone from Quarterdeck (www.qdeck.com)
and Drive Image/Drive Image Pro from Powerquest (www.powerquest.com).
As to tape drives, a myriad of products to choose from
but our favorites are from the Hewlett-Packard Surestore Series. These
range from the 4 gigabyte per Travan TR-4 tape model T4i at under $400 to
a range of models using high-speed, high reliability DAT (digital audio
tape cartridges that are so small they look like a gadget Q would haven
given to 007 in a recent flick) units ranging up to the Surestore 24 unit
storing 12/24 gigabytes (uncompressed/compressed) per tape for between
$1100 and $1400. At the higher-end are the super fast DLT (digital linear
tape) units from Hewlett-Packard, Compaq, ADIC and others at 15/30 to
20/40 to a whopping 35/70 gigabytes of capacity per tape for about $2500
to $10,000. Something for everyone.
Another interesting approach is to use the latest
removable cartridge drive systems. The attraction of these devices which
store from 100 to 4.7 gigabytes per hard drive-like re-writable, removable
cartridge is that in addition to backup purposes, add more cartridges and
you have unlimited portable regular hard drive storage. Units include the
previously mentioned, and now ubiquitous Iomega Zip drive, the Iomega Jaz
drive, the Syquest SparQ and Syjet--great competitors to the Zip and Jaz
series. There are also the removable re-writable optical drives such as
those from Pinnacle Micro (www.pinnaclemicro.com)
storing from 640 meg to 4.6 gigabytes per fast, nearly indestructible
optical cartridges at costs from $500 (with $60 cartridges) to $1900 ($160
cartridges). Very interesting alternative to single-purpose tape backup
systems which can not be used for ordinary daily data and program storage
and access.
The latest twist on data backup are the crop of
web-based protection schemes. The thinking here seems to be that we can do
just about everything else on the Web, so why shouldn’t we also back up
to it too? This lends a whole new meaning to "off-site" backup!
The process is not particularly complicated--you use some kind of software
which backs up or copies files from your PC to someone’s server on the
Net. Advantages? You can do it from anywhere--like copying a critical
brief that’s due in court the next morning, from your hotel room to a
"safe" server somewhere. Disadvantages? How fast do you think
this process could be, even with lots of data compression, over a 28.8 or
33.6 dial-up Internet connection? Not very. And what happens if that
remote backup server happens to be either crashed or real busy
when you absolutely, positively need to restore your data? These are also
not places to backup your network server’s 12 gig of stuff--first, it
would take MONTHS over a dial-up connection and second, with storage
prices running around 10 per 25 meg or so, one backup session would cost
the rough equivalent of 1/1,000,000 of the National Debt! So the idea is
that these are places to backup key pieces of your data--not your entire
system, or to do incremental backups of only data changed since the last
time you did a backup. Web backup products include BackupNet from Hot Wire
Data Security at www.hotwire.net
(free to backup but you have to buy "client" software for $495
for 10 client licenses); and Connected Online Backup from Connected
Corporation at www.connected.com
($19.95 for "consumers" per month for unlimited backup--the site
indicates "corporate pricing is available"). We just don’t
think this approach is QUITE there yet but stills shows some promise at
least for small volume of data-only transfer.
Another backup option invariably mentioned is writable
CD technology. I do not think this is an effective backup technology
except for data sets smaller than the approximately 650 megabytes one can
fit onto a CD-R/RW disk. For most uses this is simply too small--most of
us have data sets larger than this and it goes without saying that most,
if not all networks have far more information to back up. But, CD-R
technology has its place--archival storage is something which it is well
suited for. For example, you might make a CD-R containing your entire
billing and accounting system every month before you run your monthly
close-out process. This gives you an historical snapshot of your billing
and accounting status for each month of the year. Storing closed file
information might make sense as well, although frankly, adding more live
storage space might be more sensible. Until writable DVD-RAM becomes
widely available, CD-style writable disks don’t really cut it as backup
systems.
So that’s all folks--remember, let’s backup our
systems and cover our assets! Even if it is a mind-numbingly dull PC
practice.
Ross’ Top Data Backup Tips
for Law Firms!
Protecting Your System Software and
Critical Data is Essential!! Eventually, it may be prima facie
evidence of malpractice not to safeguard client data! Who wants to be
featured on CNN and Court TV for being the first law firm sued for
malpractice for failing to protect client data??
Daily, Weekly, Monthly: How often
you make a copy of your system data is up to you -- how much information
would you feel comfortable recreating in a disaster. Don’t be tempted by
incremental backups! ("incremental" means that the only files
that are backed up are those that changed since the last backup--don’t
ask us how it knows this--it’s magic). Always do a full
backup--everything: your programs, your documents, your calendars, your
billing date--everything, every day. Why? Because it can be an absolutely,
bloody horrible nightmare to try and reassemble a trashed hard drive from
a bunch of incremental backups. And after all . . . why DO we backup? TO
RESTORE! NO OTHER REASON! So . . . JUST DO IT! EVERYDAY! NO EXCUSES! If
for no other reason than I just HATE to say I told you so!
Tape is the Primary Way: Buy a top
quality tape backup unit and set it to backup your entire system every
single night. Quality units come from Hewlett-Packard, Colorado/HP, ADIC,
Cybernetics, Seagate, Sony (except the Iomega-made units) and Wangtek
Rotate Tapes: Use at least 5 tapes,
if not 10 or more and cycle through them-- keeping a special monthly set
of tapes for a last day of the month backup is also wise. Tapes wear out
too--they’re made of very thin magnetized plastic--learn what the
manufacturer specifies for an expected life cycle and throw them away at
them point and replace ‘em (and be sure to TRULY erase these discarded
tapes--remember that they are storehouses of your confidential client and
firm data!! Think about buying a "bulk eraser" from Radio
Shack--about $30--a couple of swipes of these vibrating, super-magnetic
field-emitting gizmos and any trace of recoverable data will be wiped out,
so we hear. Of course, do this FAR away from your PCs and floppy disks and
Zip cartridges and probably even pacemakers, etc. ()
Store Tapes Offsite: It accomplishes
nothing if all your backup tapes melt in the fire that incinerates your
office! Fireproof safes are simply not good enough!
Verify Your Backups Regularly:
Backup systems that are not working, often look like they are--check your
tapes to see they contain information and do periodic test "small
scale" restores to prove that the system will work when the chips are
down--so NEVER, EVER trust your backup system--check it regularly to keep
it honest
Network Backup - Do it From Your Server!
Don’t be tempted to use a cheaper tape drive, connected to a
workstation, to backup your network fileserver(s). Instead, use a
heavy-duty, networked-intended data backup unit installed in your
fileserver PC using a high-speed SCSI controller. Be sure to use
top-quality network backup software specific to the network operating
system you are using. The industry benchmark for Novell Netware and
Windows NT Server-based systems is Cheyenne’s Arcserve 6.1 (for Netware;
the NT version is 6.5)--available for as little as $300 for small network
versions. The best thing about it? It works.
Don’t Forget to Backup Your Laptops!
Many firms who religiously backup their in-office systems never think to
backup the irreplaceable data located on their laptops--don’t forget!
ABOUT ROSS KODNER
Attorney, having graduated from Marquette
University Law School in 1986
Founded Milwaukee’s MicroLaw, Inc. in
1985, a national legal technology consulting firm serving over 400 law
firms across North America
Co-chair of the State Bar of Wisconsin
Office Management Section’s Technology Committee
Vice-Chair of ABA TECHSHOW for 1998 and ‘99
and also incoming Chair of the ABA Law Practice Management Section’s
Computer & Technology Division
Co-writes the column "The Circuit
Court" in Law Office Computing magazine
Co-writes the online column "Law Talk:
Legal Technology for Everyone" on the Microsoft Legal Web Pages
Developer of the "Paper LESS Office™"
concept
Frequent speaker and author internationally
on a broad range of legal technology topics
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