PCs: The Missing Manual

15.1. Backing Up Your Computer

The most important step you can take to secure your computer is to regularly back up your data. Once you've put a reliable backup system in place, you're prepared for just about anything that can happen. Without one, you stand to lose family photos, tax records, home movies, years of correspondence, music collections, and other valuables that have slowly migrated from bookshelves and closets onto your computer.

There's one bright spot: you don't need to back up any of your programs that came on their own CDs. You can always reinstall these programs should your hard drive melt down. If you've downloaded software online, be sure to copy those programs onto a CD and keep the CD with the others for safekeeping.

But you must back up all your data by copying it out of your PC and onto something else: a CD, DVD, portable hard drive, USB flash drive, or even a second PC. Backing up to a different folder on your hard drive won't help; a crashed hard drive takes down everything with it, including duplicates of files you've stored there.

The next two sections describe quick ways to find and back up a selection of important files, as well as a sure-fire savior: backing up everythingautomatically.


Tip: As you work in any program, frequently press Ctrl+Sthe universal "Save this file now" shortcut. Doing so immediately moves your current work from your PC's memory (its temporary storage repository) to its hard drive (its permanent safe haven). That way, even if you lose power, or your PC crashes, you'll have an up-to-date version of the file you're working on.

15.1.1. Backing Up Individual Items

Sometimes you just need to back up a few precious items: your novel -in-progress, your list of Internet Explorer favorite sites, or the Loch Ness monster photo you just downloaded. The backing up part's actually pretty easy (see the list below for reminders on what you need to do).


Tip: To back up important files quickly, email them to your own Web-based email account, like Gmail (www.gmail.com) or Hotmail (www.hotmail.com). For details about setting up a Web-based email account, see Section 12.1.4.

For many people, the big challenge lies in simply finding their data, especially when some program's stashed it away in the deep recesses of the PC. The rest of this section explains where to find, and how to back up, some common, yet irreplaceable, items. Once you've found your data, copy it to a CD (Section 10.5.1), an external hard drive (Section 9.6.3), a shared network drive (Section 14.8.5), or a USB keychain drive.

  • Digital music and photos . These files present the biggest problems, since they're often too large to squeeze onto a few CDs, or even onto a DVD. Backing up these files onto a portable hard drive (see Section 9.6.3) is the best answer.


    Note: If you lose any music files you've purchased from either iTunes or a Media Player store, those shops won't let you download them again. Replacing your tunes means making additional purchases.
  • Digital music licenses . Whenever you purchase music online through Media Player, be sure to back up your digital licenses (Media Player Tools Manage licenses). If your PC crashes and you dont have a backup of your licenses, your purchased music disappears from your virtual shelves . To avoid that problem with CDs you rip yourself, make sure Media Player isn't adding copy-protection to your ripped music (see Section 8.5.6 for details).

  • Downloaded programs . Some software companies sell their programs straight from their Web sites; you download a program onto your PC and you don't have to deal with shipping charges or having to pry a CD from its oversized container. Although speedy and convenient , this distribution method also leaves you stuck without a backup CD. Therefore, after downloading any program, copy it to a CD, then write its name and your order number onto the CD with a black Sharpie marker. (To play it really safe, place a copy of your "order confirmation" email onto the CD as well.)

  • Financial records . Look for a Backup or Export option on the File menus of Quicken, TurboTax, and other financial programs.

  • Firefox bookmarks . (See Section 13.1.3.) Back up your favorite Web sites, grouped by category, so you can quickly move them from one PC to another. Click Bookmarks Manage Bookmarks File Export, and then save the bookmarks.html file.

  • Internet Explorer favorites . (See Section 13.1.2.) Just as with Firefox, back up your favorites for quick transfers. Click File Import and Export. The Import/ Export wizard then leads you through "exporting your favorites to a file called bookmark.htm .

  • Microsoft Outlook . Microsoft Outlook stores your email, calendar, and contact information in one large file with a .pst extension. When you're ready to back up this file, the hardest part is finding it, as the location varies among versions, installation methods , and setup options. The easiest way to dig it up is to let Windows' Search program (Start Search) look for all files ending in ".pst.

    To do so, open the Search program and turn on the "All files and folders" checkbox. In the "All or part of the file name" box, type *.pst and then click Search. The Search program then looks for files that meet your criterion, and lists the files it finds in the Search Results window. The file you need is probably the largest file, and it usually lives nestled somewhere in the reaches of your C:\Documents and Settings folder. But if you're unsure, be safe and copy all those .pst files to a CD.

  • Miscellaneous files and folders . To back up any file or folder to a CD, portable hard drive, or even another PC on a thrown together two-PC network (see Section 14.10), select the items, right-click them, and choose Copy. Then right-click inside the receiving container and choose Paste.

  • Outlook Express account settings . Although the Files and Settings Transfer wizard (Section 14.8.3) will copy and save Outlook Express email, the wizard leaves your account settings behind: your user name, password, server name, and other technical tidbits required to access your email account. Outlook Express can export those settings directly to a file for backup when you choose Tools Accounts Export.

  • Outlook Express email . To back up your email, Windows XP's Files and Settings Transfer wizard (Section 14.8.3) will copy your mail into one large file, which you can then copy to a CD. To copy that file back into Outlook Express, either on the same PC or a new PC, run the Files and Settings Transfer wizard once more. This time, tell the wizard to copy that large file from your CD, and place its contents back into Outlook Express' proper mailboxes.

  • Program settings and information . Some programs don't offer a convenient way to export their settings or data. When a program leaves you scrambling for a backup method, run Windows XP's Files and Settings Transfer wizard (see Section 14.8.3). Although the wizard's designed to copy your data and settings from one PC to another, you can also use it to back up your data and settings. Here's how. Once the wizard packages your data into a big file, keep that file safe by storing it on an external hard drive, or burning it to a CD (Section 10.5.1). If you ever need to use the backup, run the wizard again on your PCbut tell the wizard a white lie: Tell the wizard it's running on a new PC (it'll ask whether it's operating on your old or your new PC). Thinking it's unpacking your files on your new PC, the dutiful wizard places all your backed up files back into their original folders.

  • Windows Address Book . (See Section 12.6.) This file contains all your contact information from Outlook Express. Consider this file one of your backup " musts ," and a good one to toss onto your iPod or USB flash drive.

15.1.2. Backing Up with Microsoft Backup

Microsoft's built-in Backup program makes it fairly easy to back up your data automatically, every night. The biggest problem is finding a place to store all your stuff. The Backup program takes the files you've chosen to back up and packages them inside one huge file that's almost always too big to fit on anything but another hard drive.

Manufacturers have rapidly lowered prices on external hard drives (see Section 9.6.3), letting more people plug them into their PC's USB or FireWire ports for a backup solution. Sure, it's an extra expense. But when your hard drive crashes, the 100 bucks or so that you've forked over may seem like the best money you've ever spent.


Tip: For the ultimate in backup safety, buy a program like Norton Ghost (www. symantec .com) or Acronis TrueImage Backup (www.acronis.com). These programs automatically send a mirror image of your hard drive to an external hard drive. If your hard drive crashes, that mirror image can get you back up and running in the least amount of time.

Follow these steps to back up your data automatically with Windows Backup.

15.1.2.1. Start the Backup program

Launch the Backup program from its perch on a long limb of the Start menu (Start All Programs Accessories System Tools Backup). If you dont spot Backup there, you're probably using Windows XP Home; Microsoft not only left the program off the Start menu, they left it off your PC (see Section 15.1.3 for instructions on installing Backup).


Tip: When the Backup wizard appears, make sure the "Always start in wizard mode" option is turned on. The Backup program's advanced menus are terse and frightening; you don't want to walk down this path unaccompanied. If the Backup program somehow slips into Advanced mode, choose Tools Switch to Wizard Mode to put the wizard back in charge.
LAPTOP LIFIE

Backing Up Your Laptop

Laptops network with desktop PCs fairly easily (see Section 14.10); sometimes a 10-dollar cable does the trick. If your PC has enough empty space on its hard drive (see Section 9.4 for details on how to check), feel free to store your laptop's backup file on your PC. Microsoft's Backup program lets you back up to a networked drive just as easily as to any other hard drive.

Since your laptop probably won't remain constantly tethered to your PC, making these backups will never be an automatic affair. But if you can remember to periodically network your laptop and your PC, your laptop's data will be much safer.

15.1.2.2. Choose Backup or Restore

Making no assumptions, the wizard first asks whether you want to back up your data or restore it. Choose Backup, of course, because you're preparing for the impending catastrophe. If you're returning here post-catastrophe, choose Restore (see Section 15.1.3). After choosing, click Next.

15.1.2.3. Decide what to back up

Instead of presenting you with a list of several thousand files, the wizard simplifies matters by presenting you with four scenarios, each described below.

Choose your option, and then click Next.

15.1.2.4. Choose a backup type, destination, and name

The wizard packs your entire backup into one enormous file, and it needs to know where to stash your precious goods. Oddly enough, the wizard starts by suggesting the smallest storage area on your PC: a floppy disk (Figure 15-2), which works fine if you have a roomful of floppies and a week's worth of take-out food. Instead, click Browse to gently guide the wizard to a better solution. Unfortunately, the choices aren't great:

If you're like most people, the wizard automatically chooses File in the "Select a backup type" box, as explained in Figure 15-2.

The wizard chooses the name "Backup" for your saved file, but you should change that name (in the "Type a name for this backup" box) to something more descriptive. People with two or more PCs should name each backup after the PC that they're backing up, which makes it easy to find the correct file later on. The standard file naming rules apply here; don't try to name your backup file anything you wouldn't name a folder.

After selecting the file's storage area and name, click Next; then click Finish to start backing up immediately (see the following Tip for advice on when you may want to click Advanced rather than Finish). When the wizard finishes, it displays a final window reporting its accomplishments. If it complains of an error, click Report to find out what went wrong.


Tip: For the ultimate in backup convenience, however, don't start backing up immediately. Instead, click Advanced to make your backups automatic, described next.
15.1.2.5. Automate your backup

Although a few people on each continent possess the discipline to run the Backup program every evening, everybody else should take the wizard one step further by automating the backup. If you're backing up to a drive that's always connected to your PCan external hard drive, for instance, or a network drivefollow these steps to let the wizard automatically back up your files every day at a chosen time. (If you're one of the poor souls backing up to floppies or cartridges, you can't automate the Backup program unless you own a particularly well-trained robotic dog.)

  1. At the Backup wizard's closing window, click Advanced rather than Finish .

  2. Choose Normal, and then click Next .

    Normal creates a complete backup of your chosen files. The other options, Copy, Incremental, Differential, and Daily, offer more advanced, space-saving options for large-scale backups.

  3. Turn on any needed options, and then click Next .

    The wizard offers three options:

    • Verify data after backup . Turn this on; it tells Backup to double-check that each copied file safely arrives at its new destination. Since you won't be hand-feeding your PC floppies or cartridges, let the program take that little extra time.

    • Use hardware compression, if available . Available for tape drive owners . Turn this setting on only if you see it. When this option's available, it means that the Backup program recognizes your tape drive's brand and model, so it knows how to pack more data onto less tape by turning on the drive's compression option.

    • Disable volume shadow copy . Always leave this option turned off. When turned off, your PC can copy files and programs even when the files are open or in use. That way, Backup can back up Chapter 13 of your autobiography while you're still rewording the third paragraph.

  4. Choose "Replace the existing backups," and then click Next .

    This tells Backup to replace yesterday 's backup file with the one it's creating right now. That saves space, preventing it from piling a second backup into the same ever-growing file.

  5. Schedule the backup time and add your password .

    Here's where everything comes together. Choose Later instead of Now, and type in a Job Name Automated Backup , for instance. Then click the Set Schedule button and choose a date and time for your automatic backup (Figure 15-3).

At the appointed hour , Backup packs your selected files into one huge file and places it in your chosen location for safekeeping. At least that's what it's supposed to do. Be sure to check the date and time of your first backup, making sure it matches what you've chosen. Then restore a few files, described in the next section, to get a feel for how the restore feature worksand to make sure it's actually working.

Figure 15-3. Top: The Backup wizard's advanced settings let you schedule automatic backups whenever you like. To schedule a daily backup every morning at 3 a.m., for instance, click the Schedule Task drop-down menu and choose Daily. From the Start time drop-down menu, choose 3 a.m., and then click OK.

Bottom: Enter your User Account password to give the wizard permission to back up your files and add your backup plan to Windows XP's Scheduled Tasks list. If you need to tweak the settings of your backup schedule later on, head to the Control Panel's Scheduled Tasks area and open the Backup entry.

Remember to leave your PC turned on and awakenot hibernatingall evening if you choose to back up your PC automatically at night. To turn off hibernation, choose Start Settings Control Panel Power Options and then choose Never for these three settings: "Turn off hard disks," "System Standby," and "Turn off hard disks." Then click the Hibernate tab, and turn off Enable Hibernation. Click OK when youre done. (Screen savers are fine, and you can even turn off your monitor; the Backup program will still run.)

If you prefer to turn off your PC at night, choose a time when you know your PC will be on. Backup can run in the background while you're working.


Note: If your scheduled Backup never takes place, rerun the Backup wizard, but be sure to add your user account password when setting up the automated backup. In fact, if you haven't yet password-protected your user account (see Section 15.3), now's the time to do it. Scheduled tasks run only on user accounts that have a password.
WORKAROUND WORKSHOP

Windows XP Home's Missing Backup Program

Microsoft places its Backup program on Windows XP Professional's menu (Start All Programs Accessories System Tools Backup). After all, XP Pro costs twice as much XP Home, so owners of that version need some perks.

Windows XP Home owners lack that luxury. To install the Backup program, XP Home owners must dig out their Windows XP CD and follow these steps:

  1. Insert your Windows XP CD and, on the Welcome screen, choose Perform Additional Tasks.

    If Windows XP's Welcome screen doesn't appear automatically, open My Computer (Start My Computer) and double-click your CD drive.

  2. Msft Ntbackup Ntbackup.msi).

    1. Open Microsoft Backup and click Next .

      Click Start All Programs Accessories System Tools Backup.

    2. .

      The wizard lists a screen much like the one where you chose the files to back up. The big difference is the word "File" at the top, shown in Figure 15-4. Click the word "File" to see your "catalogs"indices to the backup files you've created. (If you're running Backup on several PCs, you'll see a catalog for each backup file.)

      Figure 15-4. To display a backup file's contents, the Restore wizard peeks inside the file and creates a catalogan indexof its contents. Then the wizard displays the catalog in this window: the backup file's name appears on the window's left pane, and the backup file's contents appear on the right. If the window looks confusing, showing too many backup files on the left or the wrong dates on the right, you're probably seeing an out-of-date catalog. To start with a fresh slate, delete any or all of the listed catalogs. Right-click the index file's name on the right and then choose Delete Catalog. That scary-sounding option doesn't delete your backup file, just an outdated index. Then, create an up-to-date index of your current backup file: click Browse, navigate to your backup file, and choose the Backup file you'd like to restore. The Wizard quickly catalogs that file and displays its contents in the window for you to restore.

      The wizard then displays the catalogthe index to that fileon the screen.

      Click the plus sign next to the word "File" to see the contents of your backup file.


      Tip: To expand all the folders and subfolders on a particular backup file, click that file's name and then press the * key on your numeric keypad. Pressing the up or down arrows lets you move through the folders fairly quickly.

    3. Select the files or folders to restore and click Next .

      Turn on the checkboxes next to any files or folders you want to resuscitate.

    4. Restore the files .

      Clicking Finish neatly extracts the files and tucks them back in their original positions , which is what you want to do when replacing lost or damaged files. However, the Advanced button offers three other options that come in handy on certain occasions:

      • Original location . This option restores your selected files and folders to their original foldersunless the Backup program encounters a file in that folder with an identical name. If it does, the Backup program assumes you don't need that particular file restored, so it skips it.

        Choosing this option lets you restore an entire folder's contents quickly, knowing that only the missing files will be restored.

      • Alternate location . This lets you restore the selected files and folders to any folder you want. This option preserves the original folders' structures, neatly tucking the right subfolders into the appropriate parent folders. But it places that whole "branch" of folders in a different location. For instance, you can tell the wizard to restore your My Pictures folder inside a Test folder. When the wizard's through, your My Pictures folder appears inside your Test folder, with all its original files and folders intact. That lets you peek at the contents of the restored files and folders, making sure they're really the ones you want to salvage. (This comes in especially handy when restoring digital photos.)

      • Single folder . This dumps all the selected files and folders into a single folder of your choice. Unlike the "Alternate location" option, this option ignores the file's original folder structure. You may find this option handy for restoring a handful of files to a USB drive, for instance, but impractical when restoring lots of files.

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