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What a Backup Is

Scope: the definition everything else builds on. Three things get called "backup" that aren't, and the difference only shows up on the worst day.

The one-sentence test

A backup is a copy of your data that survives the loss of the original — including the losses you cause yourself.

That last clause is where most setups fail. Walk through the usual suspects:

Thing Protects against Does NOT protect against
A second copy on the same disk Nothing much Disk failure, theft, ransomware
RAID / mirrored drives One drive dying Deletion, corruption, ransomware, fire — the mirror faithfully mirrors your mistake in real time
Cloud sync (Dropbox, iCloud, OneDrive) A dead or lost device Accidental deletion and ransomware, which sync to the cloud within seconds
A real backup All of the above —

Sync deserves a closer look, because it feels like backup. Sync's job is to make every device the same. Delete a file on your laptop and sync does its job perfectly: the file vanishes everywhere. Some sync services keep a few weeks of deleted-file history, which helps — but that's a grace period, not a backup strategy.

What a real backup has

Four properties separate a backup from a copy:

  1. Separate. Stored somewhere the original's disasters can't reach — a different device, ideally a different building (next chapter).
  2. Versioned. Not just today's files, but last month's too. The document you mangled on Tuesday and only noticed on Friday is recoverable because the backup kept the older version.
  3. Automatic. A backup that depends on you remembering is a backup you'll find was last run in March. Humans are the least reliable component; schedule it.
  4. Tested. An unrestored backup is a hope, not a backup. The checking chapter exists because drives fail silently and formats rot — you find out your backup works by restoring from it before the emergency.

The failures you're actually defending against

Ranked by how often they really happen, not by drama:

  • You. Accidental deletes, overwriting the good version, a cleanup command in the wrong folder. This is the most common data loss by a wide margin, and the one RAID and sync are worst at.
  • Hardware death. Drives and SSDs fail without negotiation, sometimes without warning.
  • Malware and ransomware. Encrypts what it can reach — including any backup drive that's always plugged in and writable. (A reason backups should be append-only or regularly disconnected; both tools in this guide make overwriting old backups hard by design.)
  • Theft, fire, flood. The whole machine, gone. This is what the off-site copy is for.

What this guide's setup gives you

By the end of the restic chapters you'll have: encrypted, versioned snapshots on a separate drive or server, taken nightly without you, pruned so the disk doesn't fill, and checked regularly so silent damage gets caught. That's all four properties. Everything after that — Borg, rsync, cloud copies — is variations on the same four ideas.