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How to Transition from One Backup Model to Another

#1
04-03-2023, 12:33 PM
Shifting from one backup model to another involves an in-depth analysis of your current architecture, what you want to change, the shortcomings you've faced, and the advantages you expect from the new model. You need to assess both your operational needs and the scale at which you're backing up, whether it's offsite, onsite, or in cloud spaces. You also have to consider the type of data you're working with and how often you need it to be backed up.

Let's consider an example where you're moving from a traditional disk-to-disk backup model to a cloud backup solution. In the traditional setup, you're likely using physical servers with direct-attached storage or SAN/NAS storage arrays. Most of your data likely resides on spinning disks that are directly mounted to the backup server. The backup frequency could range anywhere from nightly to continuous data protection, based on your recovery point objectives (RPO) and recovery time objectives (RTO).

Transitioning to a cloud backup model, particularly using an IaaS setup, allows you to scale your storage needs more effectively. You may find that with physical systems, you're limited by your hardware provisions. Your data transfer times can be significant due to bandwidth constraints and hardware limitations. By moving data to the cloud, you get on-demand scaling; you can use a tiered storage strategy where data that isn't frequently accessed sits on lower-cost storage classes, whereas critical data remains available on faster access storage.

However, you will run into bandwidth bottlenecks. If you haven't optimized your network or have restrictive ISP caps, you might face performance degradation during the upload process. It's essential to assess network load and ensure you have sufficient bandwidth to accommodate your backup windows or employ options like throttling. For example, if you're performing backups during peak hours, you want to ensure those backups don't saturate your network.

If you're currently using block-level backups, transitioning to file-level backups on a cloud model might require additional considerations because it can affect the deduplication efficiency. File-level backups can take longer to compute on larger datasets since they require more metadata to track changes; hence, you might observe slower performance during backups as the volume of files increases.

Consider also the restore process. With cloud-based backups, you need to ensure that the restore speeds are up to par. Restoring large datasets can take longer than expected due to data transfer times from the cloud environment back to on-prem systems for recovery. Depending on the cloud service provider, utilizing methods such as Cloud Sync or even physical data transfer might be necessary to speed up large volume recovery.

Additionally, if you are using a hybrid model that allows you to keep some backups on-premises while using cloud for others, you need a robust network and an automated way to manage where the backup resides. Balancing your backup job configurations, employing different strategies for different data types, ensures that you don't overwhelm your storage, be it local or cloud.

Transitioning from a snapshot-based backup model found in traditional VM setups to a continuous data protection mechanism can be another major shift. Snapshot backups tend to capture data at a specific point in time, meaning your data could potentially be several hours or days old based on your RPO. Continuous data protection works by saving every change made to the data in real-time, allowing you to restore data to almost any point in time. Moving to this model means rethinking your storage architecture to ensure that the data changes being captured don't have an overwhelming footprint.

The technology behind continuous data protection often relies on block-level file system changes rather than file-level changes. This requires your storage infrastructure to be ready to handle high input/output operations per second (IOPS). The benefits here are clear; you enable near-instantaneous recovery, but operational overhead might increase due to the data storage growth.

A further consideration deals with the authentication and security protocols in place for all data backends. If you change backup models, you'll need to analyze how your encryption key management works across both environments and whether your data compliance efforts can still be satisfied. Data residency laws can affect what you can store in the cloud, and it's crucial to audit your backup configuration to make certain you aren't pouring critical exposures into less compliant areas.

You may also want to implement a more dynamic testing regime in your new backup model. If you've transitioned to an automated backup system, it's crucial to perform regular integrity checks on your backups. Having tools in place that validate data integrity and consistency after each backup can prevent you from learning the hard way about a corrupted backup during a restore attempt.

Monitoring solutions will play a critical role in your transition. Keeping track of performance metrics during your backup processes will give you insights into how the new model behaves compared to your old one and help you quickly identify and rectify any inefficiencies.

You might also look at the cost implications between various models. Comparing on-prem storage costs-like maintenance, electricity, and the cost of replacement hardware-against cloud storage fees will be necessary to ensure you're moving in a financially sound direction. If the cloud model incurs substantial fees due to data egress costs or transaction costs for accessing certain types of storage, it could negate the benefits you hope to achieve.

After you thoroughly analyze and apply multiple factors, conducting a phased rollout can be prudent. Attempting to immediately switch to a new model raises the risk of significant data loss or operational downtime should something unexpectedly arise. Implementing a pilot phase where you test the new model on a subset of your data can help in finding any issues before they impact your entire infrastructure.

I would like to introduce you to BackupChain Backup Software, which is an industry-leading, reliable backup solution tailored specifically for SMBs and IT professionals. It's effective in protecting your Hyper-V, VMware, and Windows Server environments, offering you the flexibility and reliability you need during your transition. The platform is designed to fit well into diverse backup strategies and will enable you to create a more robust and efficient backup ecosystem without the risks associated with manual transitions.

steve@backupchain
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Joined: Jul 2018
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