Showing posts with label Backup/Recovery. Show all posts
Showing posts with label Backup/Recovery. Show all posts

23 April 2024

Sadly, No Backup Plan is Foolproof

Image by Henryk Niestrój from Pixabay
Last Thursday night, I experienced a catastrophic failure with FTM2019. Even though I diligently back up (auto and manually), I was unable to sync to Ancestry even after restoring from backup (2 different backups from 2 different days as a matter of fact). Live Chat didn't even look for the issue, as soon as I told them restoring didn't work, they said I either had to upload my tree back to Ancestry, or download a new copy to FTM. Each has drawbacks. It was a a rough couple days deciding. 1/2 of my media files don't come down from Ancestry. I DO have backups of all the media so that's fine. But I also have a small amount of private notes and private facts, and FTM currently doesn't have an easy way to find these.

If I re-uploaded to Ancestry, I'd have had to re-invite some family to my new tree, relink all my DNA matches, and I'd be uploading a ton of media items eventually showing up for other users as those pesky multiple images of the same item, something I don't enjoy in my own research,  I didn't really want to go this route.

I did download a new copy of my tree from Ancestry to FTM, after applying my customizations for the tree, I started manually relinking, renaming, and recategorizing all the media files, including those not downloaded. (These extras are primarily screenshots of text only records, and additional pages of census records or draft cards when only the main image downloads.) I spent about 16 hours on it Friday and Saturday and was barely 5% of the way done. I started rethinking my plan. There was no way I'd finish any time soon, and my OCD dictates I've have had to work on it exclusively until finished. It wasn't practical given most of what I "lost" wasn't tremendously important and I really want to continue moving my tree forward.

I finally made the difficult decision not to do all the reattaching. I decided a tolerable amount of non-critical data loss was acceptable for me. Of course, I've saved all the media (and a copy of the tree) in case I want to refer to it. But after much consideration, the reality is most people see my online tree anyway. My male offspring has no real interest in genealogy (unless I happen to stumble on something interesting, then he'll listen for a few minutes). Most of my work will be preserved online. I doubt anything I have private would ever be found by anyone and there wasn't very much of it.

So I scrapped the reattaching project, redownloaded another fresh copy of my tree, and I'm moving on! I do have color coding and some filters set up in my software, so I can reference people easily and track where I am in my research, but for the most part (probably 95%), my sync will be down from Ancestry only from here on in. FTM is now a true mirror tree. (If this happens again, it won't be any big deal). I won't rename my media anymore (beyond the titles on Ancestry photos). I won't take all the screenshots or index only data. I won't categorize my media (I already do it on Ancestry anyway). And since I already transcribe and save everything in my Ancestry citations, I'm not really losing a whole lot (just a little). 

It was disheartening the restore didn't work...especially since I try so hard to make sure I have backups of backups. I suspect somehow the trees became unlinked, explaining why there were no options to restore. I've no clue how it happened (it certainly wasn't intentional and I don't recall seeing any pop-up confirming such an action), but anytime 2 different programs try to communicate, there are bound to be glitches from time to time - especially with all the changes Ancestry's been making. Everything happens for a reason. Yes, I felt (and still sort of feel) like the world stopped spinning briefly. But I'm trying to be optimistic and forge ahead. In a few days it'll be nothing more than a memory, like nothing ever happened. I'm back to researching (albeit adjusting to not doing all the double documentation, improving my speed thru hints slightly), so all is well with my genealogy world.

11 January 2024

My OCD Backup Plan

 

Image by Tumisu from Pixabay
Being OCD, I can't even imagine what would happen if I lost access to all my research. It would my worst nightmare come true. So....I have a fairly robust backup plan...with backups of my backups.

My main tree is on Ancestry, but I use Family Tree Maker (FTM) as my desktop software. It's wise to remember record sets may be removed from your research site of choice at any time. Having downloads of media images is important if you want to be able to refer to them in the future (or if you take a break from your subscription). I take it a step further and take screenshots of indexed records (anything without an image) so I can see how I found certain facts. I sync repeatedly as I research (way more than a normal person....like after ever record I add...it's not as bad as it sounds, really!) and rename and save all media and screenshots as I go. 

When I'm done for the day, I compact to 0, create a manual backup, and do the auto backup provided by the program. Then, I copy these 3 files to my documents folder and sync to OneDrive. At this point, I have 3 copies of my active working tree files (2 on the laptop and one in OneDrive).

Since I keep a lot of working media files (not yet in my tree) on my desktop and I want to be sure I always have installation media available if necessary, I also backup my desktop and downloads folder to OneDrive in real-time as well. I also keep another copy of working media files in a duplicate folder just in case I accidentally delete something I didn't mean to on and have already emptied the recycle bin. 

I also have my FTM media folder sync'd to Google Drive. As I'm adding/editing media, those files are kept up to date. PLEASE NOTE: Syncing to Google Drive in real-time can cause some issues with media in FTM and it's not recommended. I absolutely do encounter instances where FTM thinks files are missing (they aren't) and I have to relink them. Since I rename all media files, I can easily find and correct these issues with just a few key clicks. If you aren't backing this particular folder up to a cloud location in real-time, you'll likely have less issues....this is just my preferred way to have an always up to date copy of my media (especially since it's the longest part of a restore if something goes wrong) and I'm willing to relink a few files every couple of days. But if you're not as OCD as I am, I wouldn't recommend this method for the typical FTM user.

Once a week, I sync all my FTM files, media folder, notes program and any other genealogy folders I've updated during the week to USB. 

Since my laptop is primarily used for genealogy research, I don't have a lot of extra programs on it, but I do take time to do a Windows disk image at least once or twice a year for good measure. And when I'm particularly motivated, I'll backup all my genealogy files to the external drive as one more layer of protection (but I admit, I only do this on occasion since I already have 3 locations for all my files).

I like to think being OCD isn't entirely a bad thing. In this case, it means I have a disaster recovery plan (with backups of backups). No one portion of my data is backed up only to one location (I don't like all my eggs in one basket). If the worst were to happen, I could be back up and running in a couple hours as if nothing had happened. Your backup plan has to be one you're comfortable with, but I strongly suggest a minimum of 2 distinct and separate storage locations for all your files. It's better to have too many backups than none at all!


Image by Tumisu from Pixabay