Backup Strategy For Project Managers

drive iconBackups are a necessary routine for computers. Over the years, there has been many trends in computing that promised to make backups easier, simpler, but as humans, we still tend not to do a good job when it comes to backing up our data. The best solution for home users is Time Machine in Mac OS X. Simply add a drive (usually an external drive), and setup Time Machine to backup your entire main drive. Time Machine is the most simple backup to setup, but it is not perfect. After multiple backups, Time Machine usually encounters problems and the easiest solution ends up having to wipe your Time Machine drive and start all over again. On Windows, there are third party apps that allow for Time Machine like backups. Their main benefit is that their user interfaces are easier to use than the built-in Microsoft Backup program. There are also cloud backups as well now, so you can use iCloud, Google, Microsoft, or Dropbox for your backups. For most of us though, the cloud backup should really be a secondary backup and not your primary. In general terms the advice is to have a backup plan and to automate it as much as possible. Eventually all hard drives and flash memory fail in some way, and so backups are always going to be needed.

As a project manager, one backup strategy that I have used for a number of years is to have a one folder backup strategy. For my business laptop, I create one folder under C:\Users\Username\My Documents\. This folder I name Projects and I then create a shortcut for it and place the shortcut on my Desktop. For every project I work on I create a folder underneath the Projects folder. As I complete projects, I then move these folders to \Projects\Archive. Anything related to a project has to be save somewhere under the Projects folder. This takes discipline, but is very easy to do once you keep to this routine of saving files to one folder.

OS X Disk Error

Although every Operating System now provides a directory structure for users, most people have made the Downloads folder their main working folder! How many times has someone asked you to help them find a file, and you have opened their Downloads folder to discover thousands of files? This happens way to often. The Downloads folder was never meant to be a work folder. It was mean to help users find their downloaded files, but over time, people have treated the Downloads folder as their main repository for everything. It is important to remember that the Downloads folder is really a temporary folder for files. Nothing important should ever exist in the Downloads folder. Anything in the Downloads folder can and should be deleted. Move all your important files and working files to your main Projects folder and never work on any files outside of the Projects folder.

Now that you have all your files in one location, you need to copy your Projects folder and anything underneath to a secondary drive, backup location, cloud service. Although at the end of the day, you could simply copy and paste, drag and drop, it is best to automate this. In a business environment, there usually is a network drive or NAS that you can backup important files to. There are multiple apps or commands that you can script to accomplish this. The easiest way I have found is to use SyncBackSE. Using this application, I automate the backup of the Projects folder to run Monday through Friday, while I am at lunch. This backup strategy works well and is uncomplicated to use.

Filed under: Microsoft, Project Management, Tech Notes, WebKeyDesign

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