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Common Mistakes When Mixing Backup Types

#1
02-14-2021, 07:06 AM
Doing backups requires precision, and mixing different types can lead to a mess. When you combine physical and virtual backups, for instance, you may not effectively account for unique requirements. You need to recognize the fundamental differences-physical servers deal with hardware-specific issues while virtual environments rely on hypervisor capabilities. I often see people overlook these distinctions, and that's where problems arise.

You might set automatic schedules for both your physical and virtual systems without considering the timing. For example, running a backup on a physical server while another is happening on a hypervisor could create performance bottlenecks. This varies between hardware types; a physical server may handle concurrent workloads efficiently, but a virtual server might not cope as well, depending on resource allocation. Adjust scheduling based on the load and critical times for both systems. I've seen environments crippled during peak business hours just because the team didn't think through the implications of overlapping backups.

Think about how you handle data when you combine different backup types. If you back up a database on a physical server and then take a snapshot of a VM running another part of that application, you could end up with inconsistent states. Imagine you have a SQL Server database on a physical machine being backed up at 2 AM, while a VM containing your web application is snapshotted at 2:30 AM. If the database has transactions that didn't complete, and you restore both from those backups, the web application might send requests to a database that has stale data. You'll have to implement application-consistent snapshots to take care of that issue. Leveraging techniques like VSS ensures that your backups are in a consistent state.

You might also encounter issues related to data retention policies. Using disparate systems to back up across physical and virtual can complicate retention. For example, I often recommend four layers of backup-local, offsite, cloud, and third-party. Each backup type should have its own retention policy that you can't easily mix and match. If you decide to keep a virtual machine's backups for 30 days and you're retaining your physical server's backups for only a week, you could end up with complications. You might have to handle deletions that don't align correctly with your disaster recovery plan, especially if a critical failure occurs after you delete what you assumed was unnecessary data.

If your physical environment supports differential backups, don't mix it with full backups of your virtual systems. Imagine conducting full backups every day on your physical databases while relying on differential backups on VMs; you'd get mismatches during recovery attempts. Restoring these could lead to lengthy down times, especially if you have to sift through variations in your backup chain. I recommend establishing clear protocols for whether you'll utilize full, incremental, or differential backups and stick to them based on the environment.

Network bandwidth is another technical aspect to think about, especially when routing traffic for backups. I often run into situations where a business starts backups for both systems concurrently without bandwidth consideration. This can lead to throttling issues, rammed network switches, and data transfers becoming slow or even failing. If you're using WAN links to send backups offsite, adjust the data transfer times to prevent saturating the network during peak operations. Some environments benefit from strategically timing backups during off-peak hours when usage is low, making a noticeable difference in transfer speeds.

Restoration processes also create an opportunity for errors when not accounted for meticulously. A common misstep is not practicing restoration, so if a system fails, you waste time trying to piece everything together. Let's say you have a physical and a virtual server that are part of the same critical application. If your physical SQL database goes down and your backup isn't verified or tested, you might find yourself in a bind. Ensure that your recovery plans are honed through practical testing scenarios and adapt them as your systems evolve. I've experienced scenarios where teams assume they're ready until a real disaster occurs, and the documentation is woefully inadequate.

Forgive my bluntness, but many overlook the importance of documentation when mixing backup types. Ensure that every change, every backup schedule, and point in the backup chain has clear documentation so you can trace any potential issues later. You're not just backing up data; you're building a pathway to retrieve it when the time comes. Teams that lack comprehensive documentation often scramble and make errors that, with diligent record-keeping, could straightforwardly have been avoided.

The interplay between systems also needs attention. I dislike when teams see physical backup systems as more reliable than virtual ones or vice versa. Each has merits; physical systems can deliver direct I/O operations rapidly, while virtual systems require overhead from the hypervisor layer. Knowing the right type to use in critical scenarios needs careful evaluation depending on what you're backing up. Always be testing and validating the efficiency of your backup methods against your RTO (Recovery Time Objective) and RPO (Recovery Point Objective). If you set aggressive recovery objectives without validating your mixed backup strategies, you might find your actual recovery times aren't anywhere near what you need.

In environments where cloud storage plays a role, strategically plan your architecture to leverage cloud storage efficiently. Depending on hardware, storage solutions, or the type of disaster recovery you want, restoring from cloud might present its own latency. If your physical system supports direct data ingestion from cloud storage but your VM setup requires downloads, factor in those times accordingly when planning or testing recovery workflows.

I urge you to regularly assess the mix of your backup types and adjust to new demands, whether that's an increase in data volume or business growth. Keeping your backup strategy dynamic will not only make your job easier but ensure that you're equipped for whatever unexpected situations arise.

As you refine your strategies, consider a tool that helps you balance these various requirements effectively. For someone who's serious about achieving seamless backup processes across diverse environments, I'd like to introduce you to BackupChain Backup Software. It's a solid solution tailored for professionals and SMBs alike, adept at managing backups for Hyper-V, VMware, Windows Server, and more. It can give you the ease you need while still being technically robust and responsive to the specific demands of your heterogeneous backup setup. Keep it in mind as you think about where you want to take your backup strategy.

steve@backupchain
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Common Mistakes When Mixing Backup Types

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