How Do I Test Backups?

Three practical steps to make sure the safety net will work.

Your backup software says everything's there, but is it? Too many discover the truth only after disaster strikes. I'll walk you through practical, low-risk ways to test your backups so you can trust that your files will really be there when you need 'em.
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A Corgi looking distressed at a Window computer screen which is displaying a message "Restore Failed!"
(Image: Gemini)
Question: I back up my data using Windows, but it’s not maybe as retrievable as I would like it to be. I don’t know exactly how to test backups to know whether they’re really there. It says they are, but are they? I’ve had to use the system image to restore function once when my computer became infected with something. I basically just transferred the system image back to my C drive and it solved all my problems. I must say I’m thankful to you for strongly encouraging everyone to do backups. I can’t tell you how many friends and family have lost stuff – everything – because of not backing up. Pictures, important data. Loss of pictures seems to be the most heartbreaking.

Yeah, I hear those heartbreaking stories all the time, and they are indeed one reason I talk so much about backing up.

Your concerns about backups are common, as is the desire to test.

Let’s review how you can gain some confidence that your backup will be successful when you need it.

TL;DR:

Testing backups

  • A full restore is the ultimate test, but it’s impractical to carry out.
  • Test the rescue media by booting from it and preparing for a restore, but don’t start it.
  • Test a backup image by restoring individual files from it.
  • Test a backup image by viewing its contents and making sure all expected files are present.
  • You can perform a complete test by replacing the hard drive and restoring an image.

A full restore is the ultimate test

The ultimate way to test backups, of course, is exactly what you ended up doing: performing a full restore of an image backup.

A full restore is the most important backup to have work because it can save you from almost any problem. Malware infection? Restore to an image created before the infection, and it’s gone. Disk failure? Replace the drive, restore the most recent image, and you’re up and working again.

The problem with testing backups is that a full restore is risky.

By definition, a full restore is a destructive operation. It erases what’s currently on the hard drive and replaces it with the contents of the backup image. If the restore fails partway through, you’re worse off than when you began. You found out your backup didn’t work, but you trashed what was on the hard drive in the process.

The very backup you took to be able to fix the failure is the restore your test just discovered doesn’t work!

Here’s my approach to testing backups.

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1. Use the rescue media, prepare for a restore, and stop

Create the rescue media — sometimes called an emergency disk — from your backup program. This is the CD, DVD, or USB stick you would boot from to perform that full restore. Then boot from it.

Getting this to work is important because booting from something other than your hard drive can be complicated these days.

Once the software from the rescue media is running, make sure it can see the drive that contains your backup images.

Then follow the steps to do an image restore, stopping before the restore begins. This verifies that your recovery disk works and the backup program can access everything needed to perform the restore.

That’s about as far as you can go without performing the restore, but it’s tested quite a bit.

2. Extract files

Most backup programs allow you to extract individual files from your full system backup image. Doing so is another way to test backups.

I recommend restoring a single file.

Exactly how to do this depends on the backup program you’re running, but the scenario is the same: delete or rename an unimportant file on your hard disk and go through the steps for your backup program to restore the file from a backup.

You shouldn’t need to boot from the rescue media. Extracting a file is something you should be able to do by running the backup software and using it to extract individual files from wherever your backups are stored.

If you succeed, great! You now have confidence that the files contained in that backup image can be restored in the event of a disaster.

If you fail, however, you know you need to revisit how you’re backing up.

3. Check the image

There’s one final test to make sure the files you think are in your backup are in fact in your backup.

For example, in my Macrium Reflect course, I outline how to mount a backup image as a virtual hard drive. (You can do this with other backup programs as well.) You can then examine the contents of the image to make sure it contains what you expect.

Poke around in the backed-up Windows folders to make sure all of Windows is there. Browse through the folders that contain your data to ensure the same. Look around inside that image to ensure it has what you might need should the worst happen.

There is no 100% guarantee that your backup will work when you need it, but these tests give you confidence that issues that often get in the way of an effective backup won’t get in the way for you.

Bonus: A complete test, done safely

There’s one more way to test backups. It involves more work and some additional cost, but it’ll prove beyond a doubt that your backups work.

  1. Buy a new hard drive.
  2. Replace the hard drive in your machine with the new hard drive.
  3. Restore an image to the new hard drive.
  4. Reboot.

If this works, you can leave the new hard drive in your machine and keep the old as a spare.

If it fails, just put the old hard drive back in your machine and move on to diagnose how and why your backup failed.

Do this

Above all, back up.

Then take a little time to test it as outlined above. Not only will it give you a little more confidence that things will be there when you need them, but if something does fail along the way, you’ll have the opportunity to fix it before disaster strikes.

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15 comments on “How Do I Test Backups?”

  1. Regarding the article’s method #2 (Extract files) for testing a disk image backup, I did this a couple of times with Macrium Reflect. Actually, they weren’t a test. I was trying to restore deleted folders in Windows XP I thought I no longer needed. Each time, I ran into the same problem. While in the administrator-capable user account, I browsed toward the desired folder in the disk image (G:\Documents and Settings\User Name\Desktop\folder). When I got to the User Name part, I wasn’t allowed to open it because Windows said: “You don’t currently have permission to access this folder.” What?!

    I don’t remember exactly how I got around this to access the desired folder. Later, I discovered Leo has an article that deals with this problem. Anyway, I just wanted to mention this to alert other readers to this potential issue. Because when you are trying to recover a lost file or folder from a disk image, you are probably in a mild state of panic already. And an error message dealing with permission is the last thing you want to see.

    Leo, I do have a couple of questions:
    1) Does this permission issue have anything to do with the fact that the disk image is saved on an “external” hard drive?
    2) Any idea as to what causes this particular permission issue?
    3) Is there anything users can do ahead of time to try to avoid this issue?

    Thanks.

    Reply
  2. Here’s what I did. My main worry, besides whether or not the image was any good, was would I be able to actually do a restore, as I had only recently tried Reflect. Well, coincidentally, I had an old Dell laptop that had seen better days. It was on my discard pile. So, before removing its HD, I tried a few things: including doing a BU/Restore. It worked so perfectly. My confidence went from 10% to 95%. Years later, I did have a s-ware crash and eventually I did have to restore from B/U. No problem. So…good use for old computer!

    Mel

    Reply
  3. I recently had to buy a new laptop as the old one (a reburbished Lenovo T430 running Win 7 Pro) was shewing signs of wear.

    Because I don’t like the look and feel of Win 10, I installed a Win 7 Pro lookalike. However, following my normal routine, I started a backup of the new disk complete with System Image. It went to 97% complete and stuck there for two days. I eventually deleted the saved partial system image and then backed up WITHOUT the image. That works and each day, at the scheduled time, it backs up.

    I seperately told backup to create a System Image and again, it stuck at 97%. I stopped the backup and have left it so.

    Is this a known problem?

    Reply
  4. I back up 2 ways. once with an image backup program ( Macrium Reflect), and also I backup the files and folders with a synchronize program (Goodsync). That way if Macrium fails, I at least don’t loose anything but time it takes to reinstall Windows, and copy the files and folders back to c drive.

    Reply
    • Good idea. I use OneDrive for that to keep them stored on Microsoft servers. Dropbox, Google Drive and others are just as good. I use OneDrive as it is included in my Office 365 subscription. In fact, I only subscribe to Office because of OneDrive. For the same price as Dropbox for business, I get more storage and MS Office. It it weren’t for OneDrive, I’d be using Libre Office. I also love MS Publisher for producing flyers and brochures but I can use Scribus for those.

      Reply
  5. I agree with Ken Driver. In addition to doing regular backups using EaseUS ToDo Backup, I use FreeFileSync to back up (Mirror sync) all of my data files and configuration files for the different programs that I run. I store this on a different external HD than my EaseUS backups, and, additionally, I have it stored off site. My data files are the most important files to me; I can always put Windows and all other program files back if the Restore from EaseUS doesn’t work, but I cannot take any chances with my data files. I have FreeFileSync set to save, rather than delete, all earlier versions of my data files, as an additional precaution.

    Reply
  6. I have two usb external drives I use for my backups. Recently, I put a spare drive in one of my external enclosures and restored one of my recent full backups to it. It worked perfectly and only took a few minutes to restore. I removed that drive from the enclosure and put it in my computer. It booted and ran just fine.

    Reply
  7. Macrium works as well or better than others, but once when I needed to restore, I found all my backup files were corrupted. I had no idea. So it’s always best to have your files backed up on at least 2 different mediums, with 2 copy programs.

    Reply

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